Mr OTB, Thank you. I agree good fundamental stock will shine eventually. Even YTLP was hovering at 70 sen for a while until the fund managers wake up.

Mr OTB, would you recommend a buy on Yinson now ? Does it meet your investment criteria ?

The TA of Yinson is very bad now, am I wrong?

I thought many would have cut loss long ago and abandoned JAK and never to come back again. Surprise the forum is still alive and kicking.

The qtr result is due out before end of March. The market is anticipating a bad set of result??

@dragon328, Thank you for your analysis. Appreciated.

@Dragon328,
Genting or Genting Malaysia ? What is your take? tq

@dragon328, why would foreign funds not keen on FPSO companies like Yinson? Good EPS, consistent earnings, ----but hugh debt ? high risk?

Perhaps you will be better off holding on to the WB than convert to get the divi.

OTB
Hush77,
Yes. I remember the old story.
I bought WTK (Old name Samanda) around 2.00 and sold at 18.00 when Joseph Chong is pushing this stock.
Thank you.

=========================================================================

i am happy for the gurus who manage to spot counters at RM2 and then sold at RM18.00. Good for you.
I am more interested to hear from gurus who screw up big time and lost their pants on one wrong stock. If only they are willing to share so that I can learn from their mistakes. tq

WB is still trading at a discount. Perhaps not for long.

Kenanga up TP to RM3.40 [ from RM3.28 ]. Not a lot but good enough.

Kenanga TP of RM3.28 is very reasonable indeed. Perhaps they may revise upwards tomorrow.

Avoid loss making counter? I believe so.

yes, finally the results is out. Good Quarter. On track for RM3.28

TTB has been bearish on Bursa for years, hopefully his U turn now becomes reality

Perhaps Yinson should be compared with Armada?

KGB is moving up slowly but surely, two steps up one step down is normal to catch its breath.

Well said @dragon328, as long as the project give good returns ,YTLP will be laughing all the way to the bank.

Why are there more sellers queueing to sell KGB and also WB ? Yet the price keep inching up slowly instead of dropping?
My take is there are insiders/ analysts/investors who know/ believe the qtr results will be fantastic and therefore buying slowly and able to absorb the selling pressure well. After all they still have a few more days to accumulate before the results are out. Perhaps needs to take a cue from MPI ? ie. buy before the result is out ?? yes!

For WB to cross RM1 is a piece of cake. Now focus on RM1.10

Soon WB will be trading at a premium instead of discount. Time will tell.

KGB WB is trading at a discount and has 2 more years to expiry. Perhaps it is a better buy than the mother share.

Probably the first person to have spotted YTLP 2 years ago is Dragon328. That was a stroke of genius.

https://klse.i3investor.com/web/blog/detail/dragon328/2022-04-22-story-h1621549755-YTL_Power_is_potentially_a_10x_Bagger

It was then around 70 sen. more people then joinin later. Some at RM1.20 level, Some at RM2 level, More at RM2.50 level and here we are at RM4 staring at RM6. What a great counter. Thank you Dragon328.

@OTB , TQ
I thought Yinson is one of them. no more?

"I recommended YTLPower to all readers around 1.10.
I still recommend this share around 2.40 level.
After this level, I did not tell anyone here to buy YTLPower further.
I have been silent on YTLPower share for sometime.
Those bought YTLPower share at 1.10, the profit gain now is around 256%.
I do not need to hide, YTLPower is making a very big gain.
Thank you. "
-----------------------------------------------------------------------------------------------------------------------------
@ OTB, Good job.
Perhaps you can share your current No.1 stock with us ? We can all laugh our way to the bank ? TQ

To make a PAT of RM1 Billion for FY2024, Yinson need to make a PAT for the 4th qtr of >RM310 M. Is there a management guidance of the Q4 PAT figure?

@OTB
"FBMKLCI target at 1,550.

Do you know that in January 1994, FBMKLCI was at 1.332 ?
The target at 1,550 is just 218 points higher than 1,332 after 30 years. FBMKLCI increased 16% over 30 years.
JSX CI (Jakarta) was at 370 in 1994, the present index is 7,198. The JSX CI has increased 18.45 times (1,845%) over 30 years.
If KLSE is a bull market in 2024, FBMKLCI will be higher than 1,550 in 2024.
All analysts in Malaysia always undervalued FBMKLCI index."

@ OTB...3 days ago you post this in Ekovest forum
"KLSE is a bull market in 2024.
Uptrend is still intact.
I will buy if the share price drops.
No worry."


Today you said " If KLSE is a bull market in 2024...."
Are you getting cold feet because of the correction the past 2-3 days ??
Care to enlighten as I am confuse with your stance. TQVM

@OTB, good for you able to make RM1,009,155 in January 2024.
Perhaps you can share what are the stocks you bought in the one month and the entry prices and quantity?
Is it all in YTLpower only ? TQ

I bought YTLP because of dragon328, TQVM. To hit RM5 within 12 months is a piece of cake. To hit RM6 in 12 months is a realistic possibility.

@Dragon328, Thank you so much for your analysis. As always ,appreciated.

Who say Najib pardoned?? rumour only to sell paper?

Hang on for 6 months, you would not be disappointed.

@Dragon328, with all the new projects in the pipeline what is your 12 months TP for YTLpower? tq

Within 6 months my friend. hopefully

Tong has got many followers. I see WC at 80sen within 6 months. Hopefully.😊

I was told the chart of Insas today closed very bullishly, whatever that means. Perhaps any TA specialist can enlighten us ? TQ

Waa.. so many fund managers buying Insas? Last I heard is Mark Mobius. Looks like Insas is heading to RM4.

Tong bought Insas in April 2023. Last week he bought Insas WC. I assume the short term outlook for Insas is very good. no?

For Tong to buy Insas WC instead of mother share show he is very confident of Insas short term upside.

OTB,
"Quote !!
Nvidia and YTLPower partner for USD 4.3 billion AI data centers in Malaysia
Please read the link below.
https://www.datacenterdynamics.com/en/news/nvidia-ytl-power-partner-for-43bn-ai-data-centers-in-malaysia/
USD 4.3 billion = RM 20.00 billion (1 USD = RM 4.65).

Capex = RM 20 billion
Revenue = RM 4.0 billion (20% of Capex)
EBITDA margin 50% = RM 2.0 billion
PAT = 1.44 billion (Assuming 28% tax)
Unquote !!

I do not know the above information is correct or not, the aforesaid information is from my study.
We will know the result in FY 2025 (June) report of YTLPower at the end of 2025.
Good luck."

@OTB, If your projection is true , YTLP should be trading at > RM8 within the next 2 years ?

Perhaps it is the right time for the major shareholders to take the company private? no?

Thank you for not fighting and focus on Kelington. TQVM

@OTB
"Yes, it is my mistake.
I did recommend to buy 30% at 0.40, buy another 30% on correction and add 40% if the share price can cross 0.40 after correction.
I agreed this recommendation report only come out at night.
It is in a hurry, everyone is asking me to buy Insas.
I will be more careful in future, will not recommend if I do not have my strategy plan.
I am sorry."

So it is no longer a buy on WC now ??

If 2024 is really turn out to be a bull market, perhaps buying WC is a good option. Risky , for sure if it turns out to be another uneventful year. WC will then perhaps suffer same fate as WB.

Very timely advise from dragon328 and others, the risk is a lot higher now if you want to do swing trade. However if you are looking at long term then it is a totally different thing.
The foreign funds came in a big way say at RM2.80 and now its 35% up in such a short time. Perhaps they want to take some profits now?? who knows.

yes, dragon328 is certainly the main contributor of YTLP articles. Thank you so much. I am waiting for RM5 before I think if I should sell. No point doing swing trade as I never get to buy back.

@OTB
"A cup and handle chart is formed soon.
Super bullish.
I just recommended it yesterday, it shoots up like a rocket.
See you at 0.995 soon.
Good luck.:

Does this stock meets your FA investment criteria??

I said before , to hit 4.20 is a piece of cake. one should Hold until at least RM5 before selling. The momentum is far too strong. something big is still cooking. no?

If Yinson can deliver an EPS of about 30sen for the next 5 to 7 years, and also able to clear the debt in 5 to 7 years, according to Mr OTB, then potentially, yes potentially, Yinson can be a cash cow after 5 to 7 years? Do I interpret your analysis correctly OTB ?