HumptyDumpty

HumptyDumpty | Joined since 2023-11-22

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1 week ago | Report Abuse

@Dragon perhaps the government new propose dividend tax make some fund move away?

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1 month ago | Report Abuse

I trust the calendar more , tommorrow is friday the 13th!

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1 month ago | Report Abuse

Still i find one thing very ironic.. Since when MACC become the Moral High Ground and definitive who is the corrupt while people die in it's custody.

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1 month ago | Report Abuse

@OTB , I think local investor interpret a "raid" from MACC doesn't imply ytl corp do bribe but a lack of political favor from current government. Is MACC probe a political tool or just regular probe and check? Actually this case will be a good pointer did the government body improved to better governance. Anyway saw MACC make a case on a group of fraud case by doctors and partners in claiming Socso , a small case but need need dedicated work to prove and track.

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1 month ago | Report Abuse

Hey Mabel, so here is the ball game from this MACC statement it says hey i am just doing my job call by my boss department, yeah i follow what they provided, working on it. Hidden message if anything ask my boss lah. Now if it's anwar turn to say something but when (remember on 31 Aug parade there is a big hu-ha on the road cleaner stunt so this is his first stellar case?)
1) I am happy that MACC take initiative , and i hope to read their report soon ( yeah roll the ball back to MACC)
2) I order it , i feel sadden by malaysia croni kept stealing money and i promise to see the end and whoever does it pay ! ( Graft fighting hero image building) . Saw comments on youtube report many malays feel very strongly cronies should be punished. Political wise he might can gain marks from Malays , but this can be easily turned "look like your graft only target chinese companies"
3) The report carried by this department , and MACC take action on it , all is happen due events trigger. ( ok i wait how it goes , if can benefit me and sure case then jump in)

Anwar is not in Malaysia during this period. Good timing or plan timing. Let see what's his comments.

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1 month ago | Report Abuse

it is due to new information from
-Governance, Procurement, and Finance Investigating Committee (JKSTUPKK): Their report was released in August.
-Public Accounts Committee (PAC): Their report also provided relevant findings.

PAC is old timer and they release report every year, which mean they are just being Pull in. So it's JKSTUPKK that initiated this under Prime Minister's Department. So a couple points:
1. MACC has no solid case but launching early investigation. No solide name given which officer involve (current or past). Sequence also wrong.. you stay quiet and investigate silently on graft case. Or you rock the boat and shout i want to catch you?
2. Still this is initiated from Prime Minister department meaning.. A want to start a case , or just want to throw some shadow on Muhidin. Again Graft case is very hard to prove unless clear money trail or whistleblower step forward.
Like the taiwan case where the ex taipei major Ko Wen-je, when the taiwan MACC say i am onto you , next immediately is DOJ and court case d.

Anyway lets not forget Ytlpower do business in Singapore which is one of the strictest country on graft. And also in UK.

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1 month ago | Report Abuse

https://www.thestar.com.my/news/nation/2024/09/06/macc-rm407bil-ytl-comms-probe-will-be-transparent-impartial
Certainly. Here's a concise summary of the key points:

Contract performance issues: The problems described (low coverage, technology deficiencies, unmet speed requirements) suggest poor execution rather than corruption.
Project management concerns: Shortening the contract without reducing costs could be mismanagement, not necessarily graft.
Financial discrepancies: Potential losses and unverified claims might be contract disputes rather than corruption.
Lack of direct evidence: No clear indications of bribery, embezzlement, or similar corrupt activities are mentioned.
MACC's broad mandate: Their investigation doesn't automatically imply corruption; it could focus on proper use of public funds and contract compliance.

In essence, the situation appears more like a poorly executed contract than a clear-cut case of graft or corruption based on the available information.

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1 month ago | Report Abuse

PM still in Russia.. about the timing.

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1 month ago | Report Abuse

Haiz.. maybe it's better for Ytlp and ytl to list in Singapore , one small poop by MACC , and it's firesale.

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1 month ago | Report Abuse

@Asengkianjoo , nope at the moment politics win. The most unpredictable one.
If PMX only decide things base on political benefit, then he is no different then the previous PM and he will fall in the same trap.

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1 month ago | Report Abuse

Actually there is a slightly bigger problem , if PMX graft strategies are only whacking all political opponents, what about the current corruptions? The one who would challenge him in coming election is not Muhidin but Zahid.

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1 month ago | Report Abuse

PMX say dig whatever you can on Muhiddin , MACC overworked ?

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1 month ago | Report Abuse

Both short position today total:

YTL YTL CORPORATION BHD 383,000 1,146,193
YTLPOWR YTL POWER INTERNATIONAL BHD 379,700 1,476,603

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1 month ago | Report Abuse

Malaysia market actually hold up pretty well..

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2 months ago | Report Abuse

And it's the same pool of money.. Split into multiple banks.

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2 months ago | Report Abuse

Hohoho no need to attack anyone, if you believe what you say place your bet, and prove it then say what your gain! Talk is cheap, money is hot!

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2 months ago | Report Abuse

Market already out of liquidity, waiting for FED or already trap high or foreign fund queitly scooping no counter is moving convincingly unless extremely good news like 1000%yoy.... Wow great call dragon

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2 months ago | Report Abuse

Now here calling people Sifu or Liar is very unfair to knowledge sharing . is very rude and incapable of making own analysis. Another counter PBA already up 21% today Rm2.2 now, after seeing price down to 1Rm.6 two days ago. You have to know each info provider strategy , FA one 2-3 year is short term , 5 year is mid term , 10 year is long term. TA is 1 week short, 3-4 weeks long, 6 month is old nenek. Gambler is today untung, tommorrow lose... Slap myself.

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2 months ago | Report Abuse

Because Mother only up 3% with half short seller volume.

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2 months ago | Report Abuse

And i think they start panic d.. IDSS had to be close today.

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2 months ago | Report Abuse

unless there is a big enough buy side, not easy to break short seller barrier , but once triggered they are naked haha

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2 months ago | Report Abuse

@Johnchew5 ,how about this trick IDSS suppress , RSS escape. IDSS does not need to pre borrow stock, as long as it's belong 3% circulation. But had to settle within the day (i wonder how strict is this)

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2 months ago | Report Abuse

Oh yeah @Johnchew5 thanks , your is total so.. 800k exited. Not bad . Good earning, Left another half. Since few short seller and naysayer are still here, i dare say you guys are working over time .. Humpty Dumpty wish you good night.

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2 months ago | Report Abuse

Nvidia is the only certify AI data center at the moment as everyone is using their GPU and cuda software , except the crazy guy Elon which created his own super computer dojo. The only problem for YTLP is they promise to deploy Blackwell (which is delay) , and if YTLP is the first batch to receive blackwell , ytlp is the only AI data center with Blackwell on this side of globe.

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2 months ago | Report Abuse

NVIDIA's data center business has grown significantly in recent years and has become a major revenue driver for the company. Here are some key points about NVIDIA's data center business:

Revenue size: For the fiscal year 2024 (which ended January 28, 2024):
Data Center revenue: $47.51 billion
This represented a massive 217% increase from $14.51 billion in fiscal year 2023
Proportion of total revenue:
Data Center revenue accounted for about 78% of NVIDIA's total revenue in FY 2024
This is up from about 57% in FY 2023
Growth drivers:
Surge in demand for AI and machine learning capabilities
Increased adoption of NVIDIA's GPUs for data center applications
Strong sales of products like the H100 and A100 GPUs
Market position:
NVIDIA is a leader in the data center GPU market
Its GPUs are widely used for AI training and inference
Future outlook:
The company expects continued strong growth in this segment
Expanding into new areas like AI-powered robotics and autonomous machines
Competition:
While NVIDIA dominates, companies like AMD and Intel are also competing in this space
Recent performance:
In Q4 FY2024, Data Center revenue was $18.40 billion, up 409% from Q4 FY2023
It's important to note that NVIDIA's data center business has seen extraordinary growth, particularly driven by the AI boom. The scale and rate of growth are significant factors in the current AI and tech landscape.

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Claude can make mistakes. Please double-check responses.

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2 months ago | Report Abuse

Correction RSS volumne are 562,500 (RSS) (IDSS got 450 but no intraday so it's likely covered )only, that a million down d (20 Aug someone check is 1.7m). Well i think majority short seller already exit, but today volume is only 379,190 . How did that 1 m exited.

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2 months ago | Report Abuse

Don't be coward yeah , say will up to 6 but didn't buy.

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2 months ago | Report Abuse

@Antifanaticracism you are like village guy pretending to be big city rich man, so stop pretending like sifu , me also paiseh for you. Now you say want to buy tommorrow remember to leave a message what you buy ah. Be the man!

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2 months ago | Report Abuse

MrFox still need a big buyer.. Short Seller about 1.7m share, i wonder will they be the big buyer haha

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2 months ago | Report Abuse

@Antifanaticracism if you can tell when is Nasdaq and DJIA time to fall, why the heck are you still here ? You will be flying in a private jet dating Taylor Swift d (well maybe Paris Hilton more likely). If not due to last two week US/ Japan sell shock, ytl ytlp would still be hovering within 3.5/4.7 area. Just 10% below your sell call. Aiyah go to the big market and get rich there.

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2 months ago | Report Abuse

To reevaluate the results without the one-time fair value gain from the Ranhill acquisition, we need to adjust the profit figures. The report mentions this fair value gain but doesn't specify the exact amount. However, we can make an estimate based on the information provided.
The report states: "The increase in profit before taxation was mainly due to higher interest income and fair value gain arising from the acquisition of shares in Ranhill Utilities Berhad, partially offset by lower share of profits of investments accounted for using the equity method."
Let's adjust the figures:

Profit before taxation for the year:
Reported: RM4,114.624 million
Fair value gain:
While the exact amount isn't specified, it's described as significant. Let's conservatively estimate it at RM200-300 million.
Adjusted profit before taxation:
Estimated range: RM3,814.624 million to RM3,914.624 million
Profit after taxation for the year:
Reported: RM3,510.332 million
Adjusted estimate: RM3,210.332 million to RM3,310.332 million

Even after this adjustment:

Year-over-Year (YOY) comparison:

Adjusted profit before tax would still be about 55.7% to 59.8% higher than the previous year (RM2,449.523 million).
Adjusted profit after tax would still be about 58.0% to 62.9% higher than the previous year (RM2,032.587 million).


Quarter-over-Quarter (QOQ) comparison:
The fair value gain likely affected the current quarter (Q4) results. If we assume the entire gain was recognized in Q4:

Q4 profit before tax: RM1,239.155 million
Adjusted Q4 profit before tax estimate: RM939.155 million to RM1,039.155 million
This adjusted figure would still be higher than the preceding quarter's RM819.164 million, showing a QoQ increase of 14.6% to 26.9%.



Reevaluation:
Even after removing the estimated one-time fair value gain, YTL Power International still shows significant YOY improvement in profitability. The QoQ improvement remains positive but less pronounced. The company's overall performance for the year remains strong, driven by improvements across multiple segments, particularly in Power Generation and Investment Holding activities.
It's important to note that this is an estimate based on limited information. For a precise reevaluation, the exact amount of the fair value gain would be needed.

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2 months ago | Report Abuse

Hey Fox where have you been , but very sakit in the Call options section , at least can expect a return to profit haha

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2 months ago | Report Abuse

After all the great Analysis and learning , you did not make a bet ?

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2 months ago | Report Abuse

Easy Mr @Genovese did you make the bet ?

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2 months ago | Report Abuse

Sorry for inappropriate post earlier.
Just one point : YTL Power International Berhad generally beat both year-over-year (YOY) and quarter-over-quarter (QOQ)

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2 months ago | Report Abuse

Aiyo don't work overtime please... Have you make a bet?

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2 months ago | Report Abuse

Anwar please don't go Russia .. Please don't go visit Russia >< oh god

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2 months ago | Report Abuse

Back in March , the naysayer or short seller also manage to push from 4.4 to 3.7 (almost 10%) even with top notch report, the cost of short selling pretty low in Malaysia ?

To calculate the cost of the short selling operation, we need to focus on the borrowing costs, as these are the primary direct costs associated with short selling. Let's break this down:

Initial parameters:

Number of shares: 100,000
Initial price: RM 4.33
Annual borrowing rate: 5% (0.05)
Duration: 10 trading days (2 weeks)


Calculation:
Daily borrowing cost = (Annual rate / 365) * Share price * Number of shares
= (0.05 / 365) * 4.33 * 100,000
= RM 592.47 per day
Total borrowing cost for 10 days = RM 592.47 * 10 = RM 5,924.70

Therefore, the cost of this short selling operation over the two-week period is approximately RM 5,924.70.

Oh damn is this right.. i should open margin account then .

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2 months ago | Report Abuse

Every one panicking so Yeoh have to give early release . Esos , IB rotate out (GDP up, means other fat fish to catch, plus MYR up), short selling (man they are super active in here), + general downtrend view on the earning and too long waiting for Data center info (market is impatient). That my take on this downward pressure, but how far can it bounce back ? And which big fund will swoop in ? Short seller might have to dash for door this time .

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2 months ago | Report Abuse

Ah the fight between short seller and bullish is on , very few counter have both force in them , there is a nice Maybank put contract @ 4.33.

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2 months ago | Report Abuse

August report from mediocre , just become great !

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2 months ago | Report Abuse

MY possibly kena sanction.. PMX taking a economic trip to Russia .. Everyone is having a ten foot pole with Russia but he want to go hug the bear

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2 months ago | Report Abuse

Nikkei bank got problem.. this not over yet.

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2024-08-02 17:12 | Report Abuse

Squeeze on Carry Trade, Higher Job Loss Claim, Fed delay Lower rates, Tsla lower earnings, oh forget about the dead hamas only PMX care for him (assassin bomb in the room , no solid prove it's done by Israel, iran will say sob sob heaven be with you) but other then that perfect storm . Now only if Nvidia can do a spectacular earning release.

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2024-08-02 17:03 | Report Abuse

Humpty Dumpty finally fall ....

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2024-07-30 21:47 | Report Abuse

@Mikecyc if you pick ytlp 2024 , YTD is up 80%

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2024-07-26 16:25 | Report Abuse

@Mikecyc thanks for the lengthy posts .. but which position are you taking ? Sell, Hold, BUY ? or just chit chatting ?

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2024-07-19 09:46 | Report Abuse

hehe well those ular gang are back .. good news.

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2024-07-18 12:55 | Report Abuse

Pak tua is sharper than Biden haha but can it push be to 4.5 .. tommorrow we will see