YTL POWER INTERNATIONAL BHD
KLSE (MYR): YTLPOWR (6742)
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Last Price
4.91
Today's Change
-0.16 (3.16%)
Day's Change
4.90 - 5.10
Trading Volume
34,657,400
Changes
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Discussions
40 people like this. Showing 50 of 27,617 comments
AI buzz drives biggest flows into Malaysian stocks in two years
Bloomberg
The country also offers a wider choice of AI-related stocks than some other neighbours. Utility firm YTL Power International Bhd (KL:YTLPOWR) and power producer Tenaga Nasional Bhd (KL:TENAGA) are among the key beneficiaries of the growth in Asean data centres. Malaysia is projected to capture about US$115 billion of the US$1 trillion potential add to Southeast Asia’s economy by 2030 from AI adoption, according to a report by consulting firm Kearney.
Alphabet Inc-owned Google on Thursday joined Microsoft Corp and Nvidia Corp in pledging billions of dollars into helping Malaysia’s growing AI ambitions. Google committed to making US$2 billion in investments in the country, including its first data centre and Google Cloud effort in the region.
“Malaysia is starting to carve out a niche for itself in the AI ecosystem,” said Alan Richardson, a fund manager at Samsung Asset Management. “The country’s competitive advantage is lower cost and geopolitical stability to set up infrastructure to support AI power.”
https://theedgemalaysia.com/node/713612
2 days ago
Apa sudah jadi kepada Ranhill Utilities Bhd? Selepas CEO SAJ direman SPRM dan memecat CEOnya Muhamad Faizal Aliar digantikan dengan Anuar Abdul Ghani berkuat kuasa 16 Mei 2024 kini Subsidiari YTL Power International Bhd, SIPP Power Sdn Bhd membeli 405.18 juta saham atau 31.42% kepentingan dalam Ranhill Utilities Bhd pada harga RM405.18 juta atau 99.5 sen sesaham.
Syor Baca – Rasuah RM3.3 juta: Faizal Aliar CEO Ranhill SAJ ditahan SPRM
2 days ago
Ranhil scandal appear in article “Corporate Secret”. Can anyone confirm the authenticity of the news?
2 days ago
Name
Last
High
Low
Chg.
Chg. %
Time
US 30
38,089.5 38,190.5 38,049.0 -352.0 -0.92%
04:16:25
US 500
5,243.5 5,258.6 5,235.6 -23.5 -0.45%
04:16:27
US Tech 100
18,646.2 18,704.0 18,600.2 -90.6 -0.48%
04:15:18
Small Cap 2000
2,031.0 2,032.9 2,021.8 -5.2 -0.25%
04:14:45
2 days ago
Singapore to free up more power for data centre expansions- Good news for S'pore IPPs ?
By Sing Yee Ong / Bloomberg
30 May 2024
(May 30): Singapore aims to increase the amount of power it allocates for data centres by as much as 35%, according to Janil Puthucheary, senior minister of state at the Ministry of Communications and Information.
The city-state will free up about 300 megawatts of capacity in the short term via resource allocation and efficiency enhancements, with possibly another 200 megawatts to come through partnerships with clean energy providers, Puthucheary said in an interview with Bloomberg TV. Data centres currently require about 1,400 megawatts of power capacity, according to government data.
Singapore has emerged as a hot destination for data centre developers in Asia due to its location and favourable business environment. However, imported natural gas currently accounts for more than 90% of its power generation, meaning an increase in data centres will create more pollution.
https://theedgemalaysia.com/node/713635
2 days ago
Sell call
ytl power 5.07
Tp below 4
Long term 3.50-4.50 range for a while
2-3 months.let see fron there.
30/5/24 9.07pm
***Add as my follower or students(paid)
2 days ago
Michael Kwok wants to be a hero here.
He wants to show he is better than many analysts in Malaysia and also better than dragon328.
Michael Kwok, are you among the top 10 winners of I3 stock pick competition in 2024 ?
Ans : No lah !! may be the bottom last 10 losers.
Michael Kwok, learn up your skill and also your English before you post your article in I3.
I always laugh at you because you have no material in you.
You are a laughing stock in I3 loh !!
2 days ago
Investment banks and research bodies regularly give opinion on ytlp. 10 give buy call and 3 give hold call on ytlp. M Kuok is the 14 investment body that gives sell call. Well it is ok. This is a democratic country. Let have more opinions so that we can assess the situation better and make better decisions.
2 days ago
Dow Jones
Dow Jones Industrial Average
38,049.32
-392.22
1.02%
Nasdaq
NASDAQ Composite
16,838.08
-82.49
0.48%
2 days ago
Data Centre(DC) so valuable? Mah Sing RM 1.6 only with plenty of land also want to join DC bandwagon.
1 day ago
singapore want to increase power allocation to their DC....indirectly positive in some sense as higher average/peak load do benefit powerseraya
1 day ago
Today, the entire world knows this,
DC THEME.PLAY
is the v CORE in play on klse.
this best biz will go on for yrs.
Tenaga will grow much bigger when the many DC r up n consuming.
For now its news flow play.
Mahsing is super clever to do DC biz too, so is simeprop n more coming soon...
Building the DC complexes is 1st direct to profit. power usage will come last.
the sub con n suppliers stocks to DC, shd grow 1st. being small they will show big growth n so super flying stock prices...
1 day ago
US CPE in line with market expecation. No bloods in Dow Jones so far. If it stays within range, Bursa will fly next week. Cheers!
1 day ago
The property company is very high tech one. Next time when Ytl power build robots, they might mass produce even faster than Ytl.
1 day ago
To zhu ge liang.
U are shaming the chinese community.i3 is a small place to be top 20.it do not means top 20,there are good.how many net over 100 percent return u get since 2023-3024.i got over 10.small money to 5 figures(on some).wht u contribute to the chinese??i get news zhu ge put 100k only get 15k return.funny people.total over 30 times over net 100 percent return.zhu ge 3-5.follower zhu ge got pity 8.mine got over 250 followers.zhu ge go back and sleep.
1/6/24 1.05am
1 day ago
To Anti.
Market no straight line.tq.tht the answers.
Wait for correction then buy.some bank put rm 7.but tht a long term few years time.pleade see guys,250 over followers.press the name and see.
1/6/24 1.15am
Posted by Antifanaticracism > 1 day ago | Report Abuse
M Kuok it will be nice if u can explain how u come to this conclusion
1 day ago
Luckily I don't anyhow follow any 'Guru' blindly but rely on my own research and searching for knowledge. Users like @Dragon328 and a few others have been very kind to share their knowledge with the group to which I am sure many like me are very grateful to these forumers. To date my 'paper gain' is 37% - YTLP alone contribute over 600+%. All I want to say is one cannot make all money every counter as we have limited resources to begin with. To those so called experts please keep your investment ideas to yourselves. Many like me will only read up useful info from serious YTLP investors like @Dragon328 and a few others. We treat all other investment advice and ideas as just 'white noise'. Peace
15 hours ago
@Dragon328 Do you or know anyone else who has the latest HLIB research papers on YTLP thats says TP 7.45?
15 hours ago
@jeffchan1901, thank you for your confidence in my analysis and in this stock.
The intention of my sharing in the last article last Thursday is to give a full picture of what is to come, from the various subsidiaries of YTL Power, and how the earnings projection may look like for the next few years from my perspective.
You will need to assess the possibility of YTL Power achieving the earnings as projected in my article. But I am confident those numbers will be achieved, after studying most of the recent analysts' reports, some of them were issued after meeting the top management of YTL Power.
I am glad to see that many of the analysts are convinced with the bright earnings outlook of YTL Power and have given a 12-month target price of over RM6.00. Only one or two is still skeptical of the potential of YTLP's AI data centre business.
These analysts have more resources than us retailers and often have access to information faster than us. You should pick those analysts who are non-biased and professional such as Hong Leong, Macquarie, CIMB, CLSA & Ambank. Maybank is biased and in some way conflicted as it is advising YTL Power on the MTO of Ranhill.
You should try to study as many reports as possible and compare with my notes, then come out with own assessment to see if YTL Power at current stage still suits your investment needs.
I always advocate for long term investment to reap the maximum returns. Some real examples recently to illustrate my point:
-Had we taken profit at RM1.30 level (when Singapore introduced TPA last July), we would have missed the subsequent powerful rally to RM2.00
- Had we taken profit at RM2.24 when it hit twice and retreated to RM1.88, we would have again missed out on the subsequent rally to RM2.54 by end of 2023
- Had we taken off profit at RM3.50 when YTLP rallied up by 40% from RM2.54 in 4 days in early Jan 2024, we would have missed out the subsequent push to RM4.20
- Had we taken off profit at RM4.20 level but didn't buy back when it retreated to RM3.60-3.80 level, we would have missed out on the recent rally to RM5.46.
Now I presume many have taken some profit at good prices above RM5.00 to 5.40, you need to assess the possibility of YTL Power scaling new highs again in near future. You will never know what sort of good news may come and when it will be announced.
Based on my earnings projection and if I apply a PER of 12x and 15x, I expect YTL Power share to trade up to:
2024 - EPS of 39 sen x 12-15 = RM4.68 - RM5.86
2025 - EPS of 46 sen x 12-15 = RM5.52 - RM6.90
2026 - EPS of 60 sen x 12-15 = RM7.20 - RM9.00
2027 - EPS of 66 sen x 12-15 = RM7.92 - RM9.90
2028 - EPS of 80 sen x 12-15 = RM9.60 - RM12.00
2032 - EPS of 92 sen x 12-15 = RM11.04 - RM13.80
By 2028, YTLP's earnings will match or surpass Tenaga's numbers, and if the market decides to give a higher PER like 20x to 25x given to Tenaga, then you know how high YTLP share may go.
The share price in the long run will always follow the earnings trend, as earnings increase over the year, the share price will follow.
You can see how the share price of Nvidia has moved in tandem with its earnings. Before Nvidia announced Q1 FY2025 in early May 2024, its share price was hovering around US$900. Just after Nvidia announced the strong Q1 that beat expectations, the share price has since jumped up 26% to as much as US$1,140 per share.
YTL Power share was punished immediately after it announced Q3 FY2024 result that was weaker than Q2 FY24 but stronger than Q3 FY2023. What I can tell you is that Q3 FY2024 was just a temporary setback, given the weakness in PowerSeraya earnings (due to gradual roll over of high margin retails contracts and slightly weaker power demand) was not covered by a rebound in Wessex' and Yes 5G's earnings in time.
Looking forward, I see Q4 FY2024 to be stronger than Q3 FY24 mainly due to expected earnings rebound from Wessex after its 12% water tariff hike since 1st April 2024 and maiden contribution from the 1st phase data centre with SEA Ltd.
Looking further ahead, I see much stronger earnings growth in FY2025 and FY2026 as the AI data centre starts to contribute earnings from early 2025.
I am not sure about you, but I see compelling reasons to hold onto my YTL Power shares to 2028 when I am confident of getting another 100% gain in share price, or to 2032 when I expect to get another 80%-100% gain.
14 hours ago
@Jeffchang, I have the latest Hong Leong report that upgrades YTL Power to RM7.45.
Anyone who wants this report can pm me.
14 hours ago
Dragon….i do agree with u. To reap the max benefits, one has ro have the grit to withstand the pressures and to filter the outside noise. Of course, the decision to hold on will rely on our own reseach and the long term prospects of the company. Thus far, i have been setermined to hold on to both ytl and ytlp based on the infors and research done on own and also comparing with other IB’s reports. Least but not last, i would like to thank u and a few comrades for your and their meaningful contributions in this forum… your sharing in this forum and my own research has somehow reaffirm my believe to hold on to this beyond 2026….again a big thank u u!!!
I belive ytlp is a life changing stock for many here. I m grateful i m in and wish all the comrades the best and have a great weekend! Cheers!
14 hours ago
Posted by Michael Kwok > 10 hours ago | Report Abuse
To zhu ge liang.
U are shaming the chinese community.i3 is a small place to be top 20.it do not means top 20,there are good.how many net over 100 percent return u get since 2023-3024.i got over 10.small money to 5 figures(on some).wht u contribute to the chinese??i get news zhu ge put 100k only get 15k return.funny people.total over 30 times over net 100 percent return.zhu ge 3-5.follower zhu ge got pity 8.mine got over 250 followers.zhu ge go back and sleep.
------------------
Michael Kwok,
You are totally a disgrace to all chinese community in Malaysia. Attack DAP everyday and praise MCA like god. Why Chinese community did not support MCA now ?
I follow my group and my sifu buying YTLPower around 1.10, I loaded YTLpower and the share price of YTLpower is 4.91 now, I still hold most of them. I made 350% gain on YTLpower, definitely not 15% gain. I made million from YTLpower.
I made a few millions from Supermx in 2020.
My group consists of a few hundred members loh, > 250 loh !!
Please improve your English, no one will understand you.
14 hours ago
Hoho Michael K no more posting with charges RM 100 per buy call ke ??
Do you have an aka id of SuperPanda ??
11 hours ago
Hoho is YTLP DC is started oredi ? Mah Sing and Sime Darby are joining the DC theme lo ….
2 companies related to DC construction n M&E engineering is oredi started the Projects …
11 hours ago
Hoho no worries Kon Fox ..Demusang aka 123theman aka Musang King is also Loss Naked in Fintech …
Netx — Fintech ( mother ) — Adamas HK stock / Nasdaq ( Grandma )
>> On Jaks : after done Bottom Fishing up to RM 0.215 ..then investing on July 2023 at RM 0.19 … no worries as I can hold until 2025 …
Just like Zelan with mother MMC with calculated Risk : made profit 100 % to 200 % with 2 years : 2020 - 2021 during MMC privatisation.
Jaks : PP listed on July 2023 .. Up to RM 0.245 on 1/9/2023 ..
IN ratio > 40 : 30 : 30
Out ratio > 30 : 30 : 40
As cannot buy at Lowest Price n sell at Highest price ..
11 hours ago
How far does YTLP data centre more profitable than the latest announced DCs by Sime Darby and Mahsing?
Is it because of more efficiency and higher demand of chips made by Nvidia?
11 hours ago
Hoho as my case study now is try to catch Starting level of Uptrend..
Oredi done in Capital A : during debated with ssleee Kon maths .. I said if do not dropped to below RM 0.56 is OK .. Lowest is RM 0.56 .. cheers ..
11 hours ago
Mr zhu ge...
The last 10 i talk about dap members know how to invest.where got everyday sembah mca.this statement proven zhu gw is lying.i talk about dap members know how to invest shares.
1/6/24 3.10pm
10 hours ago
Mr zhu ge....
Why dun u teach.u talk since u say made millions in ytl power.show me the transaction of donating rm 100k into my messages. choice of donation to charity ur choice..the picture of transaction of donation; check written not count.put inside the transaction picture. in my i3 messages.tq.
1/6/24 3.24pm
10 hours ago
most importantly, our rich msia loss 3 hyper long decades.
n AI is charming n DC theme.play is the happening biz of the entire world, n i.e. now on n ON in our msia.
DC theme.play is real n is just starting. Position well for that huge wave...
any new high stocks directly related to DC will surely fly v high, at high vol velocity of success.
mkt proven by ytlp template, up from mkt cap of $5.9 bill on March 2023 to now a whooping $40 billion n counting...
6 hours ago
Ranhill kini milik YTL
https://www.tiktok.com/@taikunmedia9/video/7375140357689904400
6 hours ago
Michael Kwok,
I attack you because you talk nonsense in this forum without facts.
No analyst talked bad about YTLpower, you are the only one calling a sell on YTLpower in Malaysia.
dragon328 talked with facts and figures.
Likewise all other sifu in this forum.
I made million from YTLpower and Supermx because I follow my sifu to invest.
I am not a sifu standard, I follow my sifu to invest only.
To be fair, I think my TA and FA knowledges learned from my sifu is better than your standard.
1 hour ago
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https://theedgemalaysia.com/node/713588
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