approval gotten. Limit up 11.00 today.

Nasdaq in correction mode

Frm the usage size reported by The Edge, any idea how much it will translate into Profit uplift in EPS in subsequent year ?

@chloe Tai, mind to share MMC vs Ranhil SAJ, are they in same water biz ? if Ranhil SAJ had claimed they are the sole operator for Johor, then what is MMC selling ?

This result in China cant own its own to produce the needed Chips for world market

the price is taking off again in tendam with US wave. With Donal T be president, China will be hit hard which is good for Malaysia.

today all tech stock down, except Vtrox it stay above the line and maintain strong at 4.50. It seems there are something brewing. ..

JP Morgan is coming, they dont want to be left out too in this AI /DC party :
https://www.cnbc.com/2024/07/11/jpmorgan-upgrades-malaysia-citing-data-centers-and-policy-reforms.html

Johor is the forefront state in coming budget. As monopoly biz in water sector, surely will benefit.

the governm is pushing hard to make the deal gone through, EPF is buying which is good for us. Even the deal fails, Airport is a cash cow, this morning just reported growing visitors into msia..

Johor play theme is definitely there...anything happen in the state certainly need water. But, anybody know the visibility of profitability on the water consumption once 50% of data center up and running ?

Thanks Rose001 for sharing the Youtube. The analyst in the clip had repeatedly mention the management is looking into high value growth, with strong balance sheet and cash flow of Vitrox. It seems hints something is brewing..

Msia will become BRICS country soon..those chipmakers rely on the US market will be affected. Is it correct ?

Europe is going to block China made chips..At the end they need to route through Malaysia.

VTROX flying may be due to this. Let see how MBB response on this

https://www.sinchew.com.my/news/20240708/finance/5746702

those believe the deal will be call off, which is likely..faster sell..

MBB report is purely mentioning some structure change in demand from China which may post challenge to their biz. That is their view. The challenges are everywhere in doin biz. Who know letter what will happen ? Nvidia association, Jenson will simply post others name in their presentation ? ha..ha..

All ths need water, cant run away.

All these need to buy water monopoly by Ranhil. Cant run away.

According to the report, there is potential lower demand from China. But it does not highlight it was associates with Nvidia, which trigger bigger part of the world ? The report sound bias to strengthen ther call.

Khazanah belong to governmet as investment arm.
EPF is all employee money, take charge of fund management to give good return.
This is a investment deals to privatise monopoly biz. Is brainless investment.

Frm my view, as far as Tan Sri YTL boss, you wont go wrong..

Nvidia had finish consolidation in June.
Its assiciate in Msia, Vitox, YTL, YTLP, Ranhill start to fly again soon

fund manager is doing window dressing to push down the price in order to get a better gain in 2H. Their performance mainly on yearly gain, unlike year end they used to push up the price. This happen to most of the tech stock.

Member of YTL family. Wont go wrong.

@Eagle77, i dont think state / PMX government will allow a privately own company monopolize the water biz of the state.

with this news and being viewed as biz associates of it, what do you think of the share price later ? https://www.orientaldaily.com.my/news/business/2024/06/19/659633

Ranhill have a great prospect indeed, more and more data center set up in Johor. Not only data center demand, there will be more to come overall in Johor. Foreseen in next 5 years, Johor will bit Penang soon.

1% come already 10mil tourist, imagine the crowd..soon all entrance counter need mandarin speaking officer

China tourist pouring in starting frm Melaka Fan Bin Bin with 1billion + followers. ..soon breach abv RM11 easily.

Possibility of asset swap Wessex biz to Ranhil, YTLP focus on power.
If this happen, ended YTL family whole more shares.

Either be a customer or supplier to Nvidia. The trusted brand already there. As a customer, your end user will have confident because of source from Nvidia As supplier, you had gain weight as well because due to quality of products, you are qualified as their supplier. All these are Nvidia goodwill...i can see easily RM10, is just USD 2.3

Any idea what is the 1st approval needed and the date for this deals to go through ?

the news flow seems quiet recently for Airport. any ideas when will the 1st date of the timeline for approval on the deal ?

YTLP holdings up via asset injection of water.

will the extra earning happen this round with the petrol price floating ? eg the crack line revenue which happen in 2029 ?

with the sudden diesel price floating, i dont think all extra cost are covered by developer. The cost is picking up, better avoid property stock now.

YTLP now take a rest, focus is on Ranhill for catchup with parent share

waiting for Data center announcement, Malton will announce as developer, contractor engineering WCT.

the Singapore water treatment currently besides johor, who else supply to there ?

now is data center hit...cant be Desmond left out...

shot up soon RM1

One things not sure, is all water from Singapore purchase from Johor and process by Ranhill, not right ? they have their own plant.

@Nepo, PBA without YTLP and some more not in Johor. The AI data center theme create huge demand.

those with view of over value, should sell now as it is trending up in resistence level

Ths week is water play,Ranhill

The up trend just started, after digest the new status as YTLP subsidiary. Institution investors are buying, foreseen water outlook in johor, most important is YTLP involvement. With billion Yeoh branding and capability, easily went up to RM2.00, no matter what valuation given.

This month should be YTLP subsidiary - Ranhill price to run. The mother take a rest.

Data centre need Electrict & water.
No matters who build, it still need
Huge Electric + Water.
TNB+YTLP+RANHILL.

Those buy from market is due to want to join as member of YTLP. Likely fund manager. With YTL brand, likelyhood of failure is low. I recon there likely injection of water asset to Ranhil frm YTLP. Result in higher holding frm YTLP