ValueInvestor888

ValueInvestor888 | Joined since 2021-03-01

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Stock

1 day ago | Report Abuse

YTLP shares every time got pressed down, strong buying emerged. Look like consolidating at current price. Bear in mind, today the whole world is watching king of AI stock Nvidia result which will be released after US mkt close to see whether AI mania is sustainable...

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2 days ago | Report Abuse

Likely YTLP will declare dividend this quarterly results as well, besides good news from Power Seraya result...

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2 weeks ago | Report Abuse

1 year trend :
YTLP up 405%
Nvidia up 228%

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2 weeks ago | Report Abuse

ytlp like Msia Nvidia...

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1 month ago | Report Abuse

The edge boss Tong's Portfolio bought Insas_WC at 42 sen last week. could it be like Sslee said ini kalilah?

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1 month ago | Report Abuse

not so soon game over lah... Today just part of the shaking process in bull mkt

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1 month ago | Report Abuse

chovo capital working is for base case is RM 1.26 is very reasonable expection with the best case is RM 3+. Look at Plus highway and local highway, are always jam jam jam...

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1 month ago | Report Abuse

insas over the past 10 years is always pump and dump and value trap stock...
This round?

News & Blogs
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1 month ago | Report Abuse

This stock is malaysia AI play besides YTLP...
Bet while the stock price is still low...

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1 month ago | Report Abuse

this stock cheated investors many times with endless private placements...

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1 month ago | Report Abuse

profit taking is good for future gains. after shoot up too much, should brace for adjustment and impact short term. Almost all target prices by IBs achieved and up more than 300% in one year time...

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1 month ago | Report Abuse

overbought, should have profit taking very soon. traders have be careful.

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1 month ago | Report Abuse

KLSE yesterday vol transacted was over 5b. Quite some time we have not seen this kind of transactions. Mini bull mkt coming?

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1 month ago | Report Abuse

Any good news? Could be something new is brewing...

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1 month ago | Report Abuse

section 4 will be opening soon...

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1 month ago | Report Abuse

best value stock @ mkt cap RM 3.3b only currently for 233km coastal highway , a cash printing and monopoly business for next 40 years.

News & Blogs

1 month ago | Report Abuse

Dear Mr Tan,

My stock picks for year 2024 :

WCE 20%
YTLP 10%
TGuan 10%
Solarvest 10%
KGB-WB 10%
Tunepro 10%
SKRes 10%
Ang Joo 10%
Inari 10%

Thanks

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2 months ago | Report Abuse

why sudden surge? Not buy enough leh...

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2 months ago | Report Abuse

i think can outperform YTLP in year 2024 when more toll sections are opening up...
My portpolio is heavily invested in YTLP, YTL and WCE

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2 months ago | Report Abuse

WCE will worth RM 90 m x 233km = 20.970 billion, minus borrowing RM 4.2b = RM16.8b vs current mkt cap of around RM 2.6b

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For WISE, at 60km in length and a cost of RM5.75 billion, it works out to about RM90 million per km. This raises the question of whether the traffic figures will be able to sustain the operator if toll charges are reasonably priced. There is also the question of how many people will actually use the highway that will stretch from Gopeng to Kuala Kangsar.

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2 months ago | Report Abuse

YTLP-Nvidia AI data centre will be on subscription basis for those companies need AI without the need to invest big in AI infra. It will be like we subscribe for Apple or Google Cloud, once use it, it is difficult to discontinue. AI will be investment theme in next 10 years. Just my view...

Dragon is right, mkt has not appreciated the potential of AI data centre.

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2 months ago | Report Abuse

https://www.youtube.com/watch?v=dcAh65-RggE

隆新高铁会在2024年重启?辉达和YTL合作的AI数据中心是大马经济转型的新里程碑?【谈股论金 137】

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2 months ago | Report Abuse

I like YTLP, YTL and WCE... my best performing stocks this year
..............
PureBULL ...

Rebalancing of FUNDS on stocks of KLCI n Mid-70 indices

There would be a big swing in prices of newly chosen component stocks
with huge vol at the close of mkt at 4.50 p.m. today.

Watch ytl, ytlpowr, wcehb n etc.

try luck to sell at high prices. buy back on Monday.

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2 months ago | Report Abuse

Thank you Dragon for informative thoughts...

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2 months ago | Report Abuse

@Dragon,

Can you provide more specific on how YTLP will benefit from Nvidia tie up. It is a JV where both Nvidia and YTLP will investment certain amount or purely YLTP investment? The cloud data centre will provide AI cloud based subscription or rental services to companies interested to develop AI or something like this(Just my guess)? Eg google cloud has this AI and machine learning products, Innovative AI and machine learning products, solutions, and services powered by Google’s research and technology.

The next 10 years will be AI and all leaders in AI like Nvidia, Google, MS shares are all sky high...

Thank you for all you analysis which has benefited all readers here and i believe all investors make good profit.
..............................................................................
Forthly and the most significant one, YTLPower has collaborated with Nvidia in a tie-up for AI data centre projects at its Kulai data centre park. This is potentially an earnings explosion, the impact of which has not been appreciated much by local investors and analysts. But eventually foreign funds will know and value it properly.

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2 months ago | Report Abuse

let see any good news on collaboration with Nvidia cloud...Mkt start speculate this news, i think...

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2 months ago | Report Abuse

after 2 years of Jaks power plant COD, the share price is at historical low due to failure in local businesses. All local businesses are making losses while ALP and executives continued to pocket RM 12m share based incentives...

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2023-11-23 15:21 | Report Abuse

turnaround play, company share buy back etc. I think the worst is over for glove stocks

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2023-11-23 11:36 | Report Abuse

i think the worst is over for glove stocks...

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2023-11-17 18:27 | Report Abuse

can bet small ... anything related to YTL will move...

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2023-11-02 11:46 | Report Abuse

starting to price in inclusion of MSCI and KLCI...

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2023-11-02 11:34 | Report Abuse

Two key rebalancing to take note in Nov:
i) MSCI
ii) FTSE

Though MSCI is the larger, more eyes in Malaysia will be on FTSE given that it impacts our KLCI rebalance.

Important to note that cut-off date for market weighted averages for the FTSE is on the 16th of Nov, so we'll be watching weights and sizes til then.

As it stands, Dialog and Westports are in danger of deletions, with automatic inclusions of YTLP and YTL.

Westports itself would be automatically deleted on the basis of being below >35.

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2023-11-02 11:07 | Report Abuse

break all time high...

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2023-11-01 15:51 | Report Abuse

waiting for news to be included KLCI Nov review...

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2023-10-26 15:36 | Report Abuse

johor theme not over yet...

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2023-10-25 16:32 | Report Abuse

don't know whether how true is the news.. but short term 80 sen looks achievable...

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2023-10-25 16:21 | Report Abuse

valuation at RM 944m vs current mkt cap of RM 429m...
Another bet look similar to Bplant?

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2023-10-25 15:42 | Report Abuse

Hong leong plans sell of Ssteel...

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2023-10-13 11:39 | Report Abuse

@dragon328, do you think this quarter YTLP result will be better than last quarter of RM 1.1b? I am thinking if this quarter result say drop 10% vs last quarter, then YTLP share price may have some short term volatility even we know for sure it is going to better than last year.

BTW, thank you for all your comments which have benefited all investors here.

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2023-10-10 10:23 | Report Abuse

Israel shut down gas field is a very positive news for YTLP Jordan power plant as Israel has been supplying cheap gas to Jordan. This may explain YTLP price jump big yesterday and today...

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2023-10-09 15:38 | Report Abuse

any good news? Look like profit taking and consolidation are over....

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2023-10-03 09:27 | Report Abuse

why drop today?

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2023-10-02 15:07 | Report Abuse

These MP PNs drawing fat salaries have nothing to do every day talk about race, Bumi cannot sell to non bumi firm lah etc.

I have mentioned that it is not easy for the deal to go thru due to racial politic in Msia...

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2023-09-29 17:09 | Report Abuse

big boys are buying at 4.50pm @ RM 2.05

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2023-09-27 15:16 | Report Abuse

today volume transacted is small...a healthy correction for next wave.

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2023-09-22 17:03 | Report Abuse

Anwar promoting Msia in US currently. If YTLP can secure big name in tech like google to take up some MW power for YTL Green Data Centre in Johor, then price will fly. Just a dream...😄

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2023-09-22 09:27 | Report Abuse

Will likely be included in FBM Mid 70 Index in coming dec review. More funds will buy as FMB Mid 70 tends to outperform KLCI over last 10 years.

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2023-09-21 18:38 | Report Abuse

current price is still angel investor price. next year investors will need to pay for inflated IPO price...

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2023-09-21 18:33 | Report Abuse

this mini PLUS too cheap to ignore even at current mkt cap of RM 2.3B...