#UlarSawa Good news. Good news. Huawei planning to launched new gadgets on 18/4 liao leh. Start to take order for the new model liao lor. Using new chip kirin 9010 leh. What spec is tis kirin 9010. Later will know lah. Haiyoh. Correct?
18/04/2024 11:06 AM

It’s a pity that Huawei is not listed. Otherwise we can see how they match up with Nvidia..hihihi

As the saying goes, the more the merrier...

Nvidia: Established dominance in the AI chip market, especially in GPUs.

Huawei: Emerging as a formidable competitor, particularly in China and Asia.

In summary, while both companies operate in the AI chip domain, their business models, software ecosystems, and global contexts differ significantly. The intensifying competition between Nvidia and Huawei underscores the evolving landscape of AI chip development

Both have it’s own place…

To Our Success!

Meow

YTL Power so Power today...

Life is soooo beautiful...

Meow Meow Meow

jenson68 Strong rebound !! Congrats for those bought yesterday ..gogogo
17/04/2024 12:09 PM

Thank you so much jensen68...

Mabel soooooo apy today...

Meow Meow Meow

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

1 day ago | Report Abuse

paktua73 paktua salute to who dare fight and emter below rm3.80..
you're real warriors here..
believe on ytlpowr will rise more then rm4.00..
we will see back above rm4.07 on coming weeks..

tut tut
paktua salute to who real fighters here who walk on own talk..
not to who just NATO coward Spirit..
16/04/2024 10:46 AM

Yo paktua73...

Thanks to some nice Uncles and Aunties, Mabel collect more today at RM 3.76 and RM 3.75. Now waiting to collect more at RM 3.74...Hihihi

To Our Success !

Meow Meow Meow

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

1 day ago | Report Abuse

....accumulation in progress for YTL as Mabel believe on YTL Power will rise more RM 4.00 if the War is not escalated..

Many investors have missed out on the recent rally of YTL Power, including the majority of local analysts and local institutional funds. So Mabel will continue to HOLD, the remaining share after locking profits recently and will not hesitate to add when it matters like what Mabel is doing today.

YTL Power remains the cheapest utility stock in Bursa with forward PER of just 9.0x, compared to over 20x PER for Tenaga, PetGas, GasMalaysia, Dialog etc.

YTL Power is set to deliver another record earnings for FY2024 ended June with net profit of over RM3.0 billion from RM1.9 billion in FY2023, even the most conservative Maybank analyst projected a net profit of RM2.986 billion for FY2024. That's for a superb 57% increase in net profit y-on-y. Which big cap in Bursa could possibly deliver such a huge profit jump in a year??

With so many new projects taking off in months to come, YTL Power earnings will continue to grow in FY2025 and beyond:

1) Wessex Waters to turn around from April 2024
2) Jordan Power to deliver full PPA earnings from early 2024
3) Yes 5G to break even by end 2024
4) digital bank to start contributing profit in 2-3 years or by 2027
5) WTE plant to start contributing profit from 2027
6) PowerSeraya new 600MW hydrogen ready CCGT to start contributing profit from 2028
7) UK Brabazon property project to contribute meaningful profits from 2025
8) 1st phase data centre with SEA Group to start contributing profit from 2H 2024
9) 1st phase AI data centre with Nvidia to start contributing profit from end 2024
10) potential clinching of new solar power project in Malaysia from new LSS tenders

To Our Success!

Meow Meow Meow

*Benchmarking with the Samurai*..

The principles of Judo offer valuable insights that can be applied beyond the martial art itself. Judo’s approach to winning aligns with successful investing:

Adaptability and Resilience: Judo masters learn how to fall gracefully and recover swiftly. Similarly, successful investors understand that setbacks are part of the game.
Just as a Judoka adapts to their opponent’s moves, investors must adapt to changing market conditions, economic shifts, and unexpected events.

Cutting Losses Short: In Judo, knowing when to concede a throw or hold is crucial. Sometimes, it’s better to yield and avoid injury than to resist and suffer a defeat. Similarly, successful investors recognize the importance of cutting losses. If a stock is declining significantly, they sell early to limit losses rather than hoping for a rebound.

Risk Management: Judo practitioners assess risks during a match. They calculate the probability of success for each move. Investors should also evaluate risks. Diversification, position sizing, and setting stop-loss levels are essential risk management techniques.

Timing and Opportunity: Judo throws require precise timing. A well-executed throw catches the opponent off guard. In investing, timing matters. Recognizing opportunities (buying low) and knowing when to exit (selling high) are critical skills.

Leveraging Strengths: Judo leverages an opponent’s strength against them. A smaller Judoka can defeat a larger opponent by using their momentum. Similarly, investors should play to their strengths. Understand your investment style, risk tolerance, and expertise.

Emotional Discipline: Judo teaches emotional control. Reacting impulsively during a match can lead to defeat. Investors must remain disciplined, avoiding emotional decisions driven by fear or greed.

Continuous Learning and Improvement: Judo practitioners train relentlessly to refine their techniques. Successful investors also learn continuously, adapt to new information, and improve their strategies.

Watashi-tachi no seikō no tame ni (To Our Success)

Meow

Meow Ular...

Watashi-tachi no seikō no tame ni

Meow Handsome Sslee...

The principles of Judo offer valuable insights that can be applied beyond the martial art itself. Judo’s approach to winning aligns with successful investing:

Adaptability and Resilience: Judo masters learn how to fall gracefully and recover swiftly. Similarly, successful investors understand that setbacks are part of the game.
Just as a Judoka adapts to their opponent’s moves, investors must adapt to changing market conditions, economic shifts, and unexpected events.

Cutting Losses Short: In Judo, knowing when to concede a throw or hold is crucial. Sometimes, it’s better to yield and avoid injury than to resist and suffer a defeat. Similarly, successful investors recognize the importance of cutting losses. If a stock is declining significantly, they sell early to limit losses rather than hoping for a rebound.

Risk Management: Judo practitioners assess risks during a match. They calculate the probability of success for each move. Investors should also evaluate risks. Diversification, position sizing, and setting stop-loss levels are essential risk management techniques.

Timing and Opportunity: Judo throws require precise timing. A well-executed throw catches the opponent off guard. In investing, timing matters. Recognizing opportunities (buying low) and knowing when to exit (selling high) are critical skills.

Leveraging Strengths: Judo leverages an opponent’s strength against them. A smaller Judoka can defeat a larger opponent by using their momentum. Similarly, investors should play to their strengths. Understand your investment style, risk tolerance, and expertise.

Emotional Discipline: Judo teaches emotional control. Reacting impulsively during a match can lead to defeat. Investors must remain disciplined, avoiding emotional decisions driven by fear or greed.

Continuous Learning and Improvement: Judo practitioners train relentlessly to refine their techniques. Successful investors also learn continuously, adapt to new information, and improve their strategies.

Remember, just as a Judoka rises after a fall, investors can recover from losses by staying disciplined, learning from mistakes, and persistently pursuing their financial goals. It’s all about managing excpectation, the rest is technology

YTL Power
CGS International believes the potential value accretion from YTL Power’s data centre investments has yet to be fully priced in by the market despite its strong share price performance over the past 12 months.

Current share price implies a price to earnings multiple of 10 times on an earnings base that reflects a normalisation of PowerSeraya earnings by FY2026, it added. It has an “add” call on the stock with a TP of RM4.50.

Yum Yum Yum

#paktua73 congrat to all ytlpowr fighters who manage reload below rm3.80 today..
and congrats also to long holders who stand hold on this Storm..

tut tut
jika anda percaya anda pasti fight on it..
16/04/2024 4:54 PM

Same to you paktua73!

The disposal of Bursa Malaysia equities by foreign investors has extended into its seventh consecutive week, amounting to RM373.5 million net despite a shortened trading week. This net sales figure is approximately 11% higher than the previous week, even though it accumulated over only three trading days due to the Hari Raya Aidilfitri holiday.

The weak sentiment on Wall Street, driven by stronger-than-expected inflation data, has weighed on markets over the past week. Additionally, the unpredictability surrounding interest rate cuts by the Federal Reserve has contributed to this trend.

The CME FedWatch Tool now indicates a 94.1% probability that the Fed will keep rates unchanged in the May and June meetings. Meanwhile, the market remains divided over the prospective outcome of the July meeting, with a 43.5% probability of no change and a 44.5% probability of a 25bps cut.

Asian markets have mostly experienced net selling of foreign funds, with five out of eight stock exchanges tracked by MIDF Research witnessing net outflows. India and South Korea were the main sources of inflows, while Thailand was the only other country experiencing inflows. On Bursa Malaysia, foreign investors primarily sold equities in the financial services, utilities, and consumer products and services sectors. However, the property, transport and logistics, and construction sectors saw net inflows.

Meanwhile, *Local institutions, Mabel and paktua73* continued to be net buyers of domestic equities, while local retailers remained net sellers. The average daily trading volume (ADTV) decreased among local retailers and local institutions but increased among foreign investors

To Our Success !

Meow Meow Meow

With growing tensions in the middle east, and energy prices already on the rise, that weighed on shares.

On Saturday evening, Iran launched more than 300 armed drones on Israel. The majority were shot down by Israel, as well as the U.S., U.K. and Jordan. There were no known U.S. or Israeli deaths.

Afterwards, Iran said that its attack "can be deemed concluded." Although, Israel responded by saying the situation is "not over."

However, for now, the imminent danger has come and gone. And the fear of escalation appears to have been muted at present.

If stocks were pressured by the threat of imminent attack, stocks are ripe for a rebound given the better than expected outcome.

With growing tensions in the middle east, and energy prices already on the rise, that weighed on shares.

On Saturday evening, Iran launched more than 300 armed drones on Israel. The majority were shot down by Israel, as well as the U.S., U.K. and Jordan. There were no known U.S. or Israeli deaths.

Afterwards, Iran said that its attack "can be deemed concluded." Although, Israel responded by saying the situation is "not over."

However, for now, the imminent danger has come and gone. And the fear of escalation appears to have been muted at present.

If stocks were pressured by the threat of imminent attack, stocks are ripe for a rebound given the better than expected outcome.

https://theedgemalaysia.com/node/708075

Let's hope he can help to turnaround Lady Sapura...

....accumulation in progress for YTL as Mabel believe on YTL Power will rise more RM 4.00 if the War is not escalated..

Many investors have missed out on the recent rally of YTL Power, including the majority of local analysts and local institutional funds. So Mabel will continue to HOLD, the remaining share after locking profits recently and will not hesitate to add when it matters like what Mabel is doing today.

YTL Power remains the cheapest utility stock in Bursa with forward PER of just 9.0x, compared to over 20x PER for Tenaga, PetGas, GasMalaysia, Dialog etc.

YTL Power is set to deliver another record earnings for FY2024 ended June with net profit of over RM3.0 billion from RM1.9 billion in FY2023, even the most conservative Maybank analyst projected a net profit of RM2.986 billion for FY2024. That's for a superb 57% increase in net profit y-on-y. Which big cap in Bursa could possibly deliver such a huge profit jump in a year??

With so many new projects taking off in months to come, YTL Power earnings will continue to grow in FY2025 and beyond:

1) Wessex Waters to turn around from April 2024
2) Jordan Power to deliver full PPA earnings from early 2024
3) Yes 5G to break even by end 2024
4) digital bank to start contributing profit in 2-3 years or by 2027
5) WTE plant to start contributing profit from 2027
6) PowerSeraya new 600MW hydrogen ready CCGT to start contributing profit from 2028
7) UK Brabazon property project to contribute meaningful profits from 2025
8) 1st phase data centre with SEA Group to start contributing profit from 2H 2024
9) 1st phase AI data centre with Nvidia to start contributing profit from end 2024
10) potential clinching of new solar power project in Malaysia from new LSS tenders

To Our Success!

Meow Meow Meow

paktua73 paktua salute to who dare fight and emter below rm3.80..
you're real warriors here..
believe on ytlpowr will rise more then rm4.00..
we will see back above rm4.07 on coming weeks..

tut tut
paktua salute to who real fighters here who walk on own talk..
not to who just NATO coward Spirit..
16/04/2024 10:46 AM

Yo paktua73...

Thanks to some nice Uncles and Aunties, Mabel collect more today at RM 3.76 and RM 3.75. Now waiting to collect more at RM 3.74...Hihihi

To Our Success !

Meow Meow Meow

It's looking good for PCHEM...

Meow

Geopolitics will hold the focus of markets to start the week after Iran's attack on Israel. An Israeli military spokesman said the country is prepared to do "whatever is necessary" in its defense. Tehran said it would attack with greater force if there was retaliation. Late Friday saw a flight to safety with money moving from equities to bonds and gold. Oil also gained on possibilities of production disruption in the Middle East.

If Iran attacks Israel, Middle East turmoil could lift oil past $100 a barrel
Published: April 12, 2024 at 1:22 p.m. ET
By Myra P. Saefong

Oil prices could rise by $15 a barrel if all of Iran’s output is interrupted: analyst

Oil traders know the all-too-familiar drill: Heightened tensions in the Middle East have led to a rally in prices — so far to the highest intraday levels in six months. If Iran, one of the world’s largest oil producers, gets directly involved, however, a return to prices of more than $100 a barrel may soon follow.
“Nobody wants to be short heading into the weekend,” said Manish Raj, managing director at Velandera Energy Partners. “If the conflicts escalate over the weekend, short sellers will lose their shirts when they wake up on Monday.”

If Iran attacks Israel, Middle East turmoil could lift oil past $100 a barrel
Published: April 12, 2024 at 1:22 p.m. ET
By Myra P. Saefong

Oil prices could rise by $15 a barrel if all of Iran’s output is interrupted: analyst

Oil traders know the all-too-familiar drill: Heightened tensions in the Middle East have led to a rally in prices — so far to the highest intraday levels in six months. If Iran, one of the world’s largest oil producers, gets directly involved, however, a return to prices of more than $100 a barrel may soon follow.
“Nobody wants to be short heading into the weekend,” said Manish Raj, managing director at Velandera Energy Partners. “If the conflicts escalate over the weekend, short sellers will lose their shirts when they wake up on Monday.”

Mar2083 Hope not down further next week 😓
13/04/2024 4:57 PM

It should be good this week...even Mabel's PCHEM are climbing today...

Geopolitics will hold the focus of markets to start the week after Iran's attack on Israel. An Israeli military spokesman said the country is prepared to do "whatever is necessary" in its defense. Tehran said it would attack with greater force if there was retaliation. Late Friday saw a flight to safety with money moving from equities to bonds and gold. Oil also gained on possibilities of production disruption in the Middle East.

https://www.malaymail.com/news/money/2024/04/13/bursa-malaysia-likely-to-be-in-consolidation-mode-next-week/128588

Weather Forecast..

KUALA LUMPUR, April 13 ― Bursa Malaysia is expected to be in consolidation mode next week, supported by strong fundamentals and attractive valuations.

Rakuten Trade Sdn Bhd's equity research vice-president, Thong Pak Leng, believes that bargain hunting will emerge next week.

“The benchmark index surged to a new 52-week high on Monday, closing at 1,555.98.

To Our Success!

UlarSawa Sister Mabel pun ada cakap Nvidia competitor Google and Intel leh. Why takda cakap Meta pun a competitor too leh. Probably Huawei is the one will bring down GPU price leh. Now China kasi deadline China Telco by 2027 need to phase out all Intel and AMD chip liao lor. Look like by 2027 China can be self sustainable with local chips liao leh. So dare gave instruction to all local giant companies. Haiyoh. Correct?
13/04/2024 11:15 PM

Haha Got Ular My Brother...YTL Power...hihihi...

So Power...

Meow Meow Meow

https://theedgemalaysia.com/node/707792

After weeks of socks, petrol bomb, boycott issues that became the topic interest in certain news portal, there is at one good positive news that was published recently by TheEdge. It reported;
"..According to the WEF, Malaysia has become a destination for those seeking new options.

“In 2023, Penang attracted US$12.8 billion [RM61.02 billion] foreign direct investment. More than in the previous seven years combined, Intel, for example, has invested US$7 billion in a new plant in Penang,” it noted. .."

Now if anybody is still wondering about news reports earlier this year regarding the country's E&E and hi-tech industries requiring some 50,000 more engineers, this and the FDIs for future data centers, super computers, clean energy projects e.g. in Johor by YTLP are some of the key reasons. Perhaps IEM can verify.

There is a pressing need to promote, beef up and increase admissions of school leavers into engineering courses and TVET. The career prospects for E&E, Mechanical engineers and highly skilled technicians looks promising. If there are insufficient graduates in the coming years, the MNCs will have no choice but to hire expats to support their operations dan our young people can capitalise on this. Business people in any industry cannot sit and wait.

Penang is already known for being the "Silicon Valley of the East". It commanded about 5% of global semiconductor exports in 2019 (ref.DOSM). In addition to the 300+ MNCs that are operating there now, there are also > 3,000 manufacturing related SMEs. This is just Penang, belum lagi include E&E and tech companies in the Klang Valley, Kulim and Negeri Sembilan.

There is certainly a big demand for competent electrical engineers. We can still encourage the younger generations to take up pure engineering or engineering technology courses instead of programming or coding. According to Jensen Huang, programming and coding jobs will be taken over by AI. Yes, AI can do the programmings for engineering design, diagnosis, prognosis, trouble shooting etc. while a trained and experienced engineer will have the knowledge to instruct or ask AI tools the right questions and understand, decide and execute the solutions that AI offer to them.

To Malaysia Success !

Meow Meow Meow

#Exorcist Mabel move on to another counter. This one all good luck already out, just waiting for bad luck only.
13/04/2024 10:28 PM

#UlarSawa Sister Mabel so happy buy low sell high dapat profit can add more bank harimau and cimb leh. Why you ask her to move to other place. Kesian. Haiyoh. Correct?

2 minutes ago
13/04/2024 10:32 PM

Touche guys..

Just like we learned from Gloves, don't fight the wave, ride it..hihihi

Nvidia (NVDA) shares entered correction territory, with companies battling to challenge the semiconductor giant's dominance. Another leg down for the stock on Tuesday meant NVDA was off 12% from its record high seen in March. Turning up the heat in the chip race, Google (GOOG, GOOGL) unveiled its in-house processors and Intel (INTC) introduced its latest AI chip to rival Nvidia's H100.

As for the other Magnificent 7 stocks, Apple (AAPL) entered correction territory last month and Tesla (TSLA) is in a bear market, compared to the rest of the group which was trading near their 52-week highs.

Mabel only looking for bargain capitalizing on volatility and volume. This counter is still interesting. So Mabel may continue buy on dip...hihihi

To Our Success !

Meow

The best mornings are the ones where you wake up to a positive earnings surprise and big profits.

#moncmondo87 I would add to what dragon328 and Mabel shared yesterday ...
Per recent Annual Reports, YTL Power delivered the following PAT - RM2.032bil (FY23) and RM1.454bil (FY22), nearly 40% increase year-to-year. 1HFY24 so far RM1.710bil, and if 2HFY24 matches 1HFY24, then RM3.42bil amounts to yet a further 68% increase in PAT, year-to-year ! So the big question is - how would it be possible for the company to sustain a continuing sizable PAT annual growth of the same order into FY25 and FY26 ?? Very unlikely, you would say ..
But ... if we assume a modest RM25mil qtrly PAT increase from now to say mid-2026, projected annual FY26 PAT would reach RM4.05bil or so (a modest 18% growth over two years no doubt ) which, at a target price of say RM6 (addl 50% above current market share price range) equates to a projected PER of 12x; not a challenging PE ratio if you are prepared to wait for two years to gain a further RM2 (RM6 minus RM4) upside. And I have NOT even included any dividend payout benefit !.
A RM25mil PAT increase per qtr going forward is very modest - from RM850mil per qtr now to say RM1,050mil per qtr by mid-2026 - given the many many project developments just undertaken and into the future; dragon 328 and many others have alredy listed them over the past months at this investor blogsite.
So, if you are looking to invest in or holding YTL Power for a quick fix, then I suggest you move on elsewhere. However, if you can sustain your holdings for 1-2 years, along with the prospect of regular ongoing dividends, then this is for you.
Given the stream of new projects and investments, sustained further by contributions for the existing assets in Singapore, the UK, Malaysia and Indonesia, surely a quarterly inremental PAT growth of RM25mil is possible ..
Happy to share my PER projections via Member Services to the true believers... Happy investing
13/04/2024 3:04 PM

Touche moncmondo87!

Nothing can move a stock faster, up or down, than an earnings announcement.

Meow Meow Meow

Today Mabel at more at RM 6.69..

CIMB, Maybank and BIMB are so steady while KLCI is having period today...Too much Lemang and Rendang Berhari Raya..hihihi

CIMB, Maybank and BIMB are so steady while KLCI is having period today...Too much Lemang and Rendang Berhari Raya..hihihi

CIMB and Maybank are so steady while KLCI is having period today...Too much Lemang and Rendang Berhari Raya..hihihi

Pinky Bigger bank = more users = more strain to systems = more prone to cyber attacks

This is partly the reason why I prefer to bank with smaller banks, call Customer Service also no need hold on the phone line for long, very fast response 😆
10/04/2024 1:55 PM

Pinky, Mabel had very good services with Tiger's Visa Signature Call Centre. They were Fast and Furious. So happy with their Services..

Meow

Thank you dragon for your valuable insights. Here is Mabel's key takeaways..

Many investors have missed out on the rally of YTL Power, including the majority of local analysts and local institutional funds. It is only natural for them to hope for a bigger correction in YTL Power share price in order to get into this promising company. So Mabel will continue to HOLD, the remaining share after locking profits recently and will not hesitate to add when it matters.

YTL Power remains the cheapest utility stock in Bursa with forward PER of just 9.0x, compared to over 20x PER for Tenaga, PetGas, GasMalaysia, Dialog etc.

YTL Power is set to deliver another record earnings for FY2024 ended June with net profit of over RM3.0 billion from RM1.9 billion in FY2023, even the most conservative Maybank analyst projected a net profit of RM2.986 billion for FY2024. That's for a superb 57% increase in net profit y-on-y. Which big cap in Bursa could possibly deliver such a huge profit jump in a year??

With so many new projects taking off in months to come, YTL Power earnings will continue to grow in FY2025 and beyond:

1) Wessex Waters to turn around from April 2024
2) Jordan Power to deliver full PPA earnings from early 2024
3) Yes 5G to break even by end 2024
4) digital bank to start contributing profit in 2-3 years or by 2027
5) WTE plant to start contributing profit from 2027
6) PowerSeraya new 600MW hydrogen ready CCGT to start contributing profit from 2028
7) UK Brabazon property project to contribute meaningful profits from 2025
8) 1st phase data centre with SEA Group to start contributing profit from 2H 2024
9) 1st phase AI data centre with Nvidia to start contributing profit from end 2024
10) potential clinching of new solar power project in Malaysia from new LSS tenders

To Our Success !

Meow Meow Meow

Do you know that Petronas is the Best Brand O&G Company in the World?

Check it out...

Do you know that Petronas is the Best Brand O&G Company in the World?

Check it out...

Summing up..

It’s a pity that Huawei is not listed. Otherwise we can see how they match up with the Magnificent seven of these stocks experienced upward movement. Several of these companies made announcements related to advancements in artificial intelligence (AI) during this week.

For example:
Google revealed new products and AI capabilities during the Google Cloud Next 2024 event.
Nvidia shares rebounded after some initial fluctuations, driven by news about other tech firms producing more chips in-house.
Apple indicated its focus on the next version of its M-family of chips for AI to boost Mac sales.
Amazon appointed Andrew Ng, an AI expert, to its board of directors.

Tech Equity Sector:
The US tech equity sector as a whole also moved higher. This sector includes various technology-related companies, and its performance often influences broader market trends. The positive movement suggests optimism about advancements in AI and the overall health of the tech industry.

In summary, the Magnificent 7 stocks’ upward shift, along with the tech equity sector, indicates positive sentiment driven by AI-related developments and market dynamics.

As the saying goes, the more the merrier...

In summary, Huawei’s private ownership, US restrictions, security controversies, and global business dynamics contribute to its absence from public stock exchanges like Nasdaq. While investors cannot directly invest in Huawei, monitoring its impact on the tech industry remains important.

To Our Success!

Meow

#UlarSawa You copy Mr Huang one kah. Your enemy one you also copy and paste kah. Haiyoh. Correct?

11/04/2024 11:14 PM

Haha now he has stopped following Mabel across i3 and walk 3 step behind Mabel..

There is no such thing as enemy, only common interest...

To Our Success !

Meow

Haha don't worry, BYD is building plant next door in Mexico and Brazil...US is not their main target for now..China has always been very practical..

BTW With Jensen Huang in Nvidia..both cum from the same root mah...Hihihi

UlarSawa Wait lah. Huawei will catch up soon lah. See how lah. Only China can bring down the GPU price leh. Now selling like hot cake at too expensive price leh. Let Nvidia happy first. Customers are the one who suffer bought at extremely high price now. Kesian. Haiyoh. Correct?
11/04/2024 11:00 PM

Yes Ular My Bro...

Lesson Learn from our previous engagements..

Rule no.1 : If China is focus on any industry.. don't invest anymore in that industry…

Rule no.2 : remember Rule 1

Benchmarking : Smart Phone, EV cars, Gloves etc

So we do have a window of opportunity before the Giant Wake up...hihihi..

To Our Success

Meow

Market Position:

Nvidia: Established dominance in the AI chip market, especially in GPUs.

Huawei: Emerging as a formidable competitor, particularly in China and Asia.

In summary, while both companies operate in the AI chip domain, their business models, software ecosystems, and global contexts differ significantly. The intensifying competition between Nvidia and Huawei underscores the evolving landscape of AI chip development

Both have it’s own place…

To Our Success!

Meow

Revenue Streams:

Nvidia: Relies heavily on GPU sales, data center revenue, and AI-related products.

Huawei: Diversified revenue streams, including telecom equipment, smartphones, and cloud services. Their AI chip business is a newer addition.

Global Presence and Restrictions:

Nvidia: A US-based company, Nvidia faces challenges due to US-China tech rivalry. Export restrictions impact their ability to operate in China, affecting data center revenue.

Huawei: A Chinese multinational, Huawei operates globally but has faced restrictions in some markets due to geopolitical tensions.

Software Ecosystem:

Nvidia: Known for its robust software ecosystem, including CUDA (Compute Unified Device Architecture) and NVIDIA GPU Cloud (NGC). These tools facilitate AI development and deployment.

Huawei: While actively building its own ecosystem (such as CANN), Huawei lags behind Nvidia in terms of software support for AI applications.

Chip Development and AI:

Nvidia: A leader in AI chip development, Nvidia’s GPUs are widely adopted for AI training and inference. They focus on creating powerful and efficient chips for AI workloads.

Huawei: Huawei has been rapidly expanding its AI chip portfolio. Their Ascend series of chips competes with Nvidia’s offerings. Huawei’s flagship product, the 910B chip, directly rivals Nvidia’s A100 chip.

UlarSawa Haiyoh what is usd49bil revenue. Baru rmb 354.61bil only. Huawei 2023 revenue double of Nvidia leh. Kesian. Haiyoh. Correct?

Huawei's overall performance in 2023 was "in line" with forecasts, Ken Hu, Huawei's rotating chairman said on Friday, adding that the company has managed to grow despite "one challenge after another."

For the full year 2023, the company's revenue grew 9.6% to 704.2 billion yuan, up from 642.33 billion yuan in 2022. Its spending on research and development hit another historic high of 164.7 billion yuan, equivalent to around 23.4% of its total revenue. It has spent a total of 1.11 trillion yuan on R&D over the past decade.
11/04/2024 9:18 PM

Yes Ular my Bro,

But there is a differences between Huawei and Nvidia in terms of their business models:

Industry Focus:

Nvidia: Primarily known for its expertise in graphics processing units (GPUs), Nvidia has a strong presence in the gaming, data center, and AI markets. Their GPUs are widely used for high-performance computing, deep learning, and scientific simulations.

Huawei: A diversified technology company, Huawei operates in various domains, including telecommunications, networking equipment, smartphones, and cloud services. While they also have AI ambitions, their business extends beyond chips.

Meanwhile, Mabel Nvidia is very close to overtaking Intel, after declaring $49 billion of topline revenue for 2023. This is more than double its 2022 revenue ($21 billion), increasing its share of industry revenues to 9%. Nvidia’s meteoric rise has gotten a huge thumbs-up from investors. It became a trillion dollar stock last year, and broke the single-day gain record for market capitalization this year.

Other chipmakers haven’t been as successful. Out of the top 20 semiconductor companies by revenue, 12 did not match their 2022 revenues, including big names like Intel, Samsung, and AMD.

As computers invade nearly every sphere of life, so too have the chips that power them, raising the revenues of the businesses dedicated to designing them. But how did various chipmakers measure against each other last year?

We rank the biggest semiconductor companies by their percentage share of the industry’s revenues in 2023, using data from Omdia research. Market leader and industry-defining veteran Intel still holds the crown for the most revenue in the sector, crossing $50 billion in 2023, or 10% of the broader industry’s topline. All is not well at Intel, however, with the company’s stock price down over 20% year-to-date after it revealed billion-dollar losses in its foundry business.

Did you know that some computer chips are now retailing for the price of a new BMW?

#LimPek Mabel Nvidia like waterfall tonight.
NVIDIA Corp
NASDAQ: NVDA
839.49 USD −31.84 (3.65%)today
09/04/2024 10:34 PM

Yo Mr Lim,

Yes Nvidia’s shares are off 10% from their most recent all-time closing high of more than $950 apiece. The stock closed at a price of $853.54 yesterday, down 2% for the session.

Tonight it climbs 2 % back to USD 870. Mabel bought Nvidia when it was USD 400+, locked some profits at USD 900+...while the remaining waiting to sell when it breaks the USD 1000 barrier like what happened to Mabel’s ASML last month.

Nvidia has several compelling reasons that make it an attractive investment:

AI Chip Dominance: Nvidia is a leader in the field of artificial intelligence (AI) chips. Its graphics processing unit (GPU) chips have emerged as the best type for accelerating AI workloads in data centers. Estimates suggest that Nvidia holds approximately 90% of the data center AI GPU chip market and about 80% of the entire data center AI chip market, including custom AI processing chips developed by larger tech companies. The company’s data center business has been growing robustly, and its AI chip dominance is a key catalyst for its stock’s impressive performance.

Strong Financial Results: Nvidia’s revenue and adjusted earnings per share (EPS) have grown at a torrid triple-digit percentage pace for three consecutive quarters. In the fiscal first quarter of 2024, Nvidia stock surged 82.5%, making it the second-best performer on the S&P 500 index. The company’s powerful financial results and its position in the AI chip market contribute to its impressive stock performance.

These factors, along with Nvidia’s continuous innovation and market leadership, make it an appealing investment to hold.

To Our Success !

Meow

#Vdhawan Thanks, Mabel for the notes. What do you mean by ChargeEV? 🙂
09/04/2024 11:20 AM

Vdhawan Dear,

ChargeEV, a business of Yinson GreenTech, is a leading provider of cross-border charging infrastructure network between Malaysia and Singapore. Its primary purpose is to support the transition to electric vehicles (EVs) by developing a fast and widespread charging network. This network aims to make the switch to EVs easier and more accessible for all EV drivers. With strategic partnerships across both Malaysia and Singapore, ChargeEV ensures that EV drivers are never too far from a charging point. They focus on helping businesses electrify their sites and seamlessly onboard them onto their EV charging network, acting as a trusted partner in the transition to electric vehicles.

Yinson GreenTech (YGT), the parent company of ChargeEV, is a global energy infrastructure and technology company headquartered in Malaysia. YGT operates in offshore production, renewables, green technologies, and offshore marine, with a presence in 18 countries. Established in 2020, YGT focuses on delivering clean, integrated, and technology-enhanced ecosystems across marine, mobility, and infrastructure segments. Their strategic investments include advanced hydrofoil systems for electric vessels, e-bikes, swappable batteries, autonomous technology for electric vehicles and vessels, marine energy storage solutions, and electric vehicle charging solutions. Ultimately, YGT aims to create a proprietary digital marketplace that provides affordable and accessible tech-based low-carbon products and services, helping businesses and communities achieve net-zero ambitions.

In summary, ChargeEV and Yinson GreenTech collaborate to accelerate the development of EV charging infrastructure, making it easier for people to adopt electric vehicles and contribute to a greener future.

To Our Success

Meow

Tuesday, April 09, 2024

Brent crude futures have established a firm footing over the $90 per barrel mark and not even a brief opening for a potential ceasefire in Gaza managed to pull it lower. Mexico cutting oil exports will ensure bullish sentiment continues to build in the coming weeks, with further directionality set by the US and Chinese inflation numbers this week, potentially even paving the way for a climb closer to $95 per barrel.

https://www.thestreet.com/investing/analyst-revises-nvidia-stock-price-target-on-china-update

Analysts see 'signs of life in China

It's an important move for Nvidia, considering that the Asia-Pacific region is the world's largest market for semiconductors, accounting for more than half of the global market share. The area is also home to some of the world's largest chipmakers.

China is the world’s largest semiconductor market, representing 31.4% of worldwide final sales or $180 billion out of $574 billion in 2022, Citigroup said.