Probability is a measure of 'likeliness' that an event will occur - there are no 100% certainty.
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2024-02-23 14:58 | Report Abuse
ladyboy engprofit, ks55 and i3lurker available for those with exotic taste...
Posted by MrFox > Feb 23, 2024 2:56 PM | Report Abuse
unlimied supply of free ahmoing!!!!!
haha
2024-02-23 12:16 | Report Abuse
where is your fact ks55? none of the writers here including dragon328 incorporated AI Data Center earnings on YTL's valuation...
how you got cheated?
you seem to be in your own imaginary world
2024-02-23 12:11 | Report Abuse
ks55 says Jensen Huang came to Malaysia with a cheating ingredient...while nicely put his own word 'YTLP has to come out with all the capital'...
2024-02-23 09:33 | Report Abuse
as usual fund buy YTL first before YTLP so that can obtain more shares of both at lower price
YTLP would never lag behind YTL's rise eventually
just another 4 months away for the AI date centre to start contributing...
2024-02-22 23:18 | Report Abuse
malaysia has the cheapest water & electricity in the region with abundant sunlight....
these resource is the BIGGEST constraint for NVIDIA AI data centre growth
as such Johor will keep popping on Jensen Huang's dreams....
2024-02-22 20:49 | Report Abuse
looking at the rate MYR is weakening its truly worrying for me,
it would be prudent to invest in YTLP having almost all income in foreign currency
2024-02-22 19:50 | Report Abuse
I hope thats the morning TOP price...
Else, it would be a good idea to sapu some good call warrants
Posted by Invest_888 > Feb 22, 2024 7:48 PM | Report Abuse
YTLP touches RM4.00 tomorrow.
2024-02-22 18:12 | Report Abuse
Nvidia’s Data Center business is booming, up more than 400% since last year to $18.4 billion in fourth-quarter sales
https://www.cnbc.com/2024/02/21/nvidias-data-center-business-is-booming-up-over-400percent-since-last-year-to-18point4-billion-in-fourth-quarter-sales.html
Nvidia’s Data Center business just logged $18.4 billion in fourth-quarter sales, underscoring how the computer chip giant continues to benefit from the current boom in artificial intelligence.
As part of Nvidia’s fourth-quarter earnings that were released Wednesday, the company said its data center unit grew 409% from the $3.62 billion it reported during the same period in the previous year. Analysts were expecting Nvidia’s data center unit to record $17.06 billion in sales for its fiscal fourth quarter.
Here’s a look at Nvidia’s data center unit sales since the company’s fiscal third quarter 2023, which ended about a month before OpenAI released ChatGPT:
Fiscal Q3 2024 – data center revenue of $14.51 billion, up 279% from the year prior.
Fiscal Q2 2024 – data center revenue of $10.32 billion, up 171% from the year prior.
Fiscal Q1 2024 – data center revenue of $4.28 billion, up 14% from the year prior.
Fiscal Q4 2023 – data center revenue was $3.62 billion, up 11% from the year prior.
Fiscal Q3 2023 – data center revenue was $3.83 billion, up 31% from the year prior.
2024-02-22 17:28 | Report Abuse
with such weak MYR, Johor's water and power will be the most competitive resource to support NVIDIA AI data centre...
investment should be pouring with YTLP (at Johor) to support Singapore demand which is constrained by electricity & water supply
2024-02-22 17:24 | Report Abuse
the cheapest KLSE component stock with MSCI inclusion soon on 29th Feb..
2024-02-22 17:18 | Report Abuse
foreign fund should sapu again.....with current NVIDIA performance, YTLP shall break RM 4 easily...lets see
2024-02-22 17:16 | Report Abuse
thats excellent results, it really proves the earnings is sustainable..
next qtr will be even better with the current SGD to MYR
2024-02-08 10:45 | Report Abuse
if the foreign fund who had bought YTLP till almost RM 4 before the announcement of the 600 MW CCGT plant award, had no insider information...
the near term upside potential from current price level should be significant (not considering other valuation factors as dragon328 informed)
2024-01-30 16:17 | Report Abuse
tomorrow onwards real show will begin with the CW expired....
2024-01-30 16:07 | Report Abuse
by 2027, SGD to MYR will be more than 4.0...
Malaysian currency has no hope (there is rumour Najib may have pengampunan)
investing in YTLP (with the bulk of revenue from powerseraya) is like investing in SG
https://www.xe.com/currencyconverter/convert/?Amount=1&From=SGD&To=MYR
2024-01-30 11:05 | Report Abuse
considering the power demand for DC in singapore, they will go all out to commissioned it as early as possible
Posted by dragon328 > Jan 29, 2024 8:32 PM | Report Abuse
The current effective capacity (i.e. the efficient gas-fired power plants) of PowerSeraya is about 2,000MW. Hence this new 600MW hydrogen-ready CCGT unit will increase effective capacity of PowerSeraya by 30%.
Rough calculations show that this new 600MW unit alone may add gross profit of at least SGD200 million a year to PowerSeraya once operational from end 2027. It is initially ready for 30% mix with hydrogen, and may be expanded to 100% hydrogen in the future when green hydrogen cost becomes cheaper than natural gas cost. Then gross profit might double or triple up when crude oil and LNG prices are high.
2024-01-29 11:35 | Report Abuse
thanks guys..@wendy76, cgtan2020, dragon328
2024-01-28 09:58 | Report Abuse
nice to see sslee determination despite many mistakes along the way, has finally given solid return
really a good example of investor who is flexible and learn the market very fast..on top of that he is super hardworking
proud a person with same profession as i am can make it..Congrats sslee! Welldone!
didnt know chow yun fat has same determination level too! ;)
https://www.thestar.com.my/lifestyle/entertainment/2024/01/22/chow-yun-fat-68-not-satisfied-with-completing-half-marathon-in-2hr-26min
Posted by Sslee > Jan 28, 2024 7:56 AM | Report Abuse
I already sold about 60%. Will keep the cash in trading account. Come Feb I will study the latest companies financial result and see any other stocks worth buying.
Nowadays for investment I only buy stocks that give dividend. By the way my trading stock Armada is doing well.
I start holding Insas since 2018 and make it to top 30 shareholders list in 2021 and 2022 but drop out of the list in 2023. I sold some as I found some other more attractive stocks.
Safety and strength in diversification.
2024-01-27 14:59 | Report Abuse
To all the young investors,
Insas one thing for sure, its value is way way higher than what market is pricing now....
But, all the available mechanism which can force the price to move to approach fair valuation as hinted by all sifus like KC Chong, OTB, TheEdge TKO, Sslee, Stockraider, Leno all....i guess will never come to fruition unless some human has the will to do so...
But, there is another natural mechanism...that is time
As Dato Thong Kok Khee ages..there is a high chance he has to take Insas private eventually before his passing
so the young investors has a very strong chance to gain from investment in Insas
If at all Thong handover the shares to his children before privatisation, these young investors can also do the same to their kids before their passing
2024-01-26 21:59 | Report Abuse
amazing news just saw! Another interesting week coming...
Posted by pang72 > Jan 26, 2024 8:01 PM | Report Abuse
UBS GROUP AG (a substantial shareholder) acquired 5,865,600 shares on 22-Jan-2024.
UBS adds $14.2 mils YTL shares AGAIN
2024-01-26 10:44 | Report Abuse
Leno..appreciate if you could calm down a bit. Your messages appears like from a clown and the cat looks like shocked & scary...most likely will chase away potential investors
TQ
Sslee brings great vibes to Insas...
2024-01-25 19:30 | Report Abuse
@moncmondo87, kindly share the pdf on my messenger too, thanks
2024-01-24 10:39 | Report Abuse
may be HLIB wouldnt like it to be published here...thats why their agents had deleted the sharing by dragon328 earlier
suggest to ping myself privately if needed...i wouldnt want dragon328 to get banned...its fine if i get banned instead
2024-01-23 10:54 | Report Abuse
with current optimism in Bursa, Insas shall hit RM 2 anytime soon
It appears Insas management no longer has intention to keep the price depressed
2024-01-22 11:58 | Report Abuse
@TheContrarian, i see..not really been reading the TheEdge on Tong's column..
2024-01-22 11:51 | Report Abuse
Looks like really something seriously cooking at Insas...
2024-01-21 10:01 | Report Abuse
just realized this.. thanks Goldberg
Posted by Goldberg > Jan 20, 2024 10:10 AM | Report Abuse
19-Jan-2024 Insider UBS GROUP AG (a substantial shareholder) acquired 6,596,200 shares on 16-Jan-2024.
2024-01-12 17:00 | Report Abuse
have a nice weekend all..look forward for another exciting week ahead
2024-01-08 20:47 | Report Abuse
this is a multibillion large market cap stock...
movement like this akin to the 2011 Japan's magnitude 8.9 earthquake where the total energy release is equivalent to about 6700 gigatons of TNT (6.7 million megatons)...generating a tsunami that went hundreds of miles
the price will go far..perhaps slowly after this... but surely
2024-01-08 16:01 | Report Abuse
somehow i feel the foreign buying interest is related to NVIDIA
its simply too strong
2024-01-07 14:23 | Report Abuse
reposting an important note from dragon328 to remind myself, as its easy to loose track with constant nonsense flooding the forum at times
Posted by dragon328 > Jan 5, 2024 12:28 PM | Report Abuse
The share price movement is not dictated by a few words that you said or I say, the volume of YTL Power shares traded over these few days are so high that it can only be foreign funds aggressively buying.
Foreign funds can access to more up-to-date information and more professional reports by Singapore analysts on the Singapore electricity market from research reports on listed companies there like Keppel and Sembcorp.
It is no mistake that both Keppel and Sembcorp are trading near 5 year high, at PER of 11x to 12x based on past year earnings. Investors in Keppel and Sembcorp must be happy with the earnings projection given by the respective management when they pay 11x or 12x PER for the stocks. Foreign funds must be finding YTL Power as a cheaper alternative to power plays in Singapore, as currently PowerSeraya contributes over 80% of earnings of YTLP. Even based on sole contribution from PowerSeraya alone, YTLP is trading a forward PER of less than 8.0x compared to 11x for Sembcorp. And they are getting all other assets (Wessex, Jordan, Jawa Power, data centres, WTE project, digital bank etc) of YTL Power for free.
You are right that stock market is forward looking. How far ahead would you look ahead? 12 months? 2 years? If PowerSeraya/YTLP management tells you that the strong earnings will continue into 2026, meaning FY2024 and FY2025 and possibly FY2026 earnings will be as strong from Singapore. How far ahead more will you want to look ahead?
2024-01-05 17:11 | Report Abuse
thanks dragon328 :), wonderful first week of dragon year indeed...:)
2024-01-05 16:03 | Report Abuse
yeah..it would be good to just strongly break out from 3.20 today
next week free runaway...for take off
Posted by Uniholder > Jan 5, 2024 3:56 PM | Report Abuse
Oh noooo, not today 3.28 plssss, 🤣
2024-01-05 14:57 | Report Abuse
when it moves to high too fast..a lot of long term investors also has a high chance to let go....as they afraid to lose the money they suddenly made..
that is the reason the buyer is aggressive...as they want to whack before insider information comes to the general public..and of course lastly at the end...to our anal-ist before they raise the TP
Posted by Uniholder > Jan 5, 2024 2:48 PM | Report Abuse
This movement has attract a lot of people to get in the train….. 🎉
2024-01-05 14:43 | Report Abuse
ok, 3.20 cukuplah...really dragon year 2024!
2024-01-05 14:38 | Report Abuse
@uniholder....328 today itself is it?
2024-01-05 12:16 | Report Abuse
Malaysian analyst may look down on YTL, but not Jensen Huang
2024-01-05 11:17 | Report Abuse
possible ..coz i predict YTL and YTLP % rise today has to match at closing
Posted by Uniholder > Jan 5, 2024 11:15 AM | Report Abuse
Maybe…. just maybe… maybe can break 3.20 base on current movement n rally…. 😝🎈🎉
2024-01-05 11:11 | Report Abuse
problem with foreign fund buying shares is...the TA gets difficult to predict.....its better to hold on strongly ( i regret so much for selling some call warrants too early)
they will keep buying till they are satisfied i think
2024-01-05 11:07 | Report Abuse
omg...just keep YTLP as fixed deposit for another 2 month and see...:)
Posted by PresidentLOL > Jan 5, 2024 11:04 AM | Report Abuse
relax machaaaa. New year bull run ma, remember 2022 plantation bull run?? it last for a month. plus YTL group is in index and will bring KLSE index breakout to the moon. Bull for ytlp will last for a month til CNY and many more months. so RM5.00 before next QR :)))) boss cakap rm5.00 ya
2024-01-05 09:55 | Report Abuse
2024-01-05 09:46 | Report Abuse
instincts are often correct...
Posted by Uniholder > Jan 5, 2024 9:43 AM | Report Abuse
In my opinion we are not far away from 3.28 @dragon328
2024-01-04 16:56 | Report Abuse
the buying is too strong..they are long sighted
2024-01-04 11:17 | Report Abuse
amazing to see OTB TP for 2023 achieved (just 3 trading days slip to 2024)...
great to have gems like OTB and dragon328 in i3
Stock: [YTL]: YTL CORPORATION BHD
2024-02-23 15:26 | Report Abuse
YTL is performing like NVIDIA yesterday...