YTL is performing like NVIDIA yesterday...

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

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

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'...

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...

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....

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

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.

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.

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

the cheapest KLSE component stock with MSCI inclusion soon on 29th Feb..

foreign fund should sapu again.....with current NVIDIA performance, YTLP shall break RM 4 easily...lets see

thats excellent results, it really proves the earnings is sustainable..

next qtr will be even better with the current SGD to MYR

https://www.youtube.com/watch?v=hStph1EhKVQ&t=46s

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)

tomorrow onwards real show will begin with the CW expired....

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

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.

thanks guys..@wendy76, cgtan2020, dragon328

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.

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

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

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...

Thanks moncmondo87 :)

@moncmondo87, kindly share the pdf on my messenger too, thanks

https://klse1.i3investor.com/blogs/hleresearch/2024-01-24-story-h-190236273-YTL_Power_International_Unearthing_Its_Data_Centre_Valuation.jsp

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

thanks dragon328

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

ok thanks

@TheContrarian, i see..not really been reading the TheEdge on Tong's column..

Looks like really something seriously cooking at Insas...

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.

have a nice weekend all..look forward for another exciting week ahead

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

somehow i feel the foreign buying interest is related to NVIDIA

its simply too strong

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?

thanks dragon328 :), wonderful first week of dragon year indeed...:)

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, 🤣

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….. 🎉

ok, 3.20 cukuplah...really dragon year 2024!

@uniholder....328 today itself is it?

Malaysian analyst may look down on YTL, but not Jensen Huang

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…. 😝🎈🎉

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

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

Enjoy..

https://www.youtube.com/watch?v=FqJdzYY_Fas

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

the buying is too strong..they are long sighted

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