US mkt tumbled last fri, msia mkt up now and ringgit is strengthening. Good sign. YTL will rebound soon...

msia mkt looks resilient. My fingers will be itchy again soon...

黄金 10 年
Credit should be give, at least dare to show portfolio. This may represent performance of most of the retail investors in Msia. Even Public Mutual funds also underperform EPF as i observed most of their funds only gave 2-3% return pa over 10 years period.

taikor come down, bring down most of other stocks.
MACC is bad news as some funds have to sell if company has MACC case.

drop 10%... my fingers itchy....

why everyone down Ranhill up?

YTL is close to Agong. This is not big problem to YTL. The most important thing is the company has strong business and cash flow. Hong Leong in 1990s also have issued with Tun M due to its close relationship with Anwar. Hong Leong still strong today...

good time to replenish stocks again...
For blue chip of YTLP size, not difficult to solve, the worst is just get CEO of YTLCOM sacked... Just like newspaper company last time, when the offended UMNO or PM, Chief Editor will be fired...things settled. The fired Chief Editor still can become advisor of the company.

Thank you dragon. I agreed with you.

i has warned this is goreng stock when it was RM 2 one or two months ago. . Bursa has many this kind low tech stocks.

http://www.notionvtec.com/business_segments#digital-storage

http://www.notionvtec.com/business_segments#automotive

Notion, JCY etc are all low tech, cyclical stocks. They just do cover/frame for HDD and they are low tech perhaps low precision metal stamping companies... Be careful when investing these kinds of companies. HDD is also old tech and will soon be outdated.

do not expect to get abalone in just an hour...
mkt risk on again after Nvidia result?

my fingers itchy again, time to replenish stock...

MIDF
Delay in AI DC coming online? Clarifying the concerns surrounding potential delays in Nvidia’s Blackwell chips as the latter revamps the design reportedly due to a design flaw, management guided that they were still well within the timeline of receiving the supply by 1QCY25. TheNVIDIA AI DC which is parked under 60%-owned YTL Communications,
has a medium-term target of hitting 100MW AI DC capacity though this could involve much higher capex (estimated at USD4b or RM180m/MW) given more advanced hardware employed, especially for NVIDIA’s H100& GB200 GPUs, compared to an estimated RM25-30m/MW for a typical IT load DC. In the longer term, YTLP’s 664ha Kulai land is able to accommodate up to 500MW DC capacity.

TA
 Telecommunications: Potential growth will be from AI cloud computing services, which will be provided by 60%-owned YTL Communications. AI
cloud computing’s demand is surging globally. The group allocated 100MW of its 500MW Green Data Centre for AI cloud computing but may increase the allocation depending on demand. In the medium-term, the newly secured RM947m Sabah PoP project is expected to give a sustainable revenue uplift for the next 3 years as the project rolls out.

 Investment Holdings: We are upbeat on YTLPOWR’s 500MW Green
Data Centre project. Of note, its phase I 48MW IT Load Hyperscale Data Centre already has Sea Limited as its anchor (taking up 32MW). 8MW has already commenced around mid-May, with 8MW scheduled to be taken up each year. Overall, we do not expect data centre contribution to be significant yet in the near term but will be an important earnings driver once scaled up. We gather that there are another three data centres under construction involving two AI data centres (20MW and 80MW capacity) and another 40MW colocation facility with a 15-year contract.

Hong Leong Report
First stage 8MW of DC1 has commenced operation (for Shopee) and the remaining 40MW is on progress (in talk to accelerate the progress). Construction of DC2 - 20MW AI (under YesCom) is on schedule, commencing likely in 1HFY26 while DC3 - 80MW AI is also progressing, likely to commence from FY27 onwards. DC4 - 40MW COLO hyperscale is also progressing well, likely to commence in FY26.
YTLDC continued to work closely with NVidia for AI-DC development.

CIMB
Share price pullback an opportunity to accumulate; Upgrade to Add YTLP’s share price is down 30% since May, underperforming the KLCI Index which rose 1% over the same period. We now see a more favourable risk-reward trade-off at these levels and upgrade the stock to Add from Hold. At its analyst briefing call (on 21 Aug) management highlighted that it continues to be in active discussions with potential offtakers for its 100MW AI DC, with shell and core construction works for the planned facilities progressing well and on track for completion by mid-2025. Newsflow on the company
securing offtake agreements for these would be key re-rating catalysts, in our view.
Downside risks: execution setbacks and market risks for its DC projects, and heavy capex
for its DCs and WW leading to increased gearing.

Kenanga
Besides the 48MW data centre for Sea Ltd (occupying 32 MW), data centres in the construction pipeline include a 40MW colocation data centre (a 15-year contract entered into with a hyperscaler), while another two data centres of 20MW + 80MW
have been earmarked for AI. YTLPOWR does not expect a delay in AI chip delivery and expects the Blackwell Nvidia chip housed in the 20MW AI data centre to be delivered in 1QCY25.

yeah i also bet YTL...

result is too good and short sellers not able to press down and have to cover their losses...🤣

Dear Dragon, thank you for your good report.
Note that YTL Comm has made profit of RM 37m. In the quarterly report, the company just briefly mentioned it was due to higher project revenue. Do you think they can continue to turnaround and register some profits next year? If yes, it will be a big boost to YTLP as well as it was losing RM 268m last year.

short term strategy would be buy low sell high. Look like big funds want to flush out retail investors at price below RM4.

YTLP current year net profit is higher than last year TNB's net profit(this year tnb only has 1 quarter profit available). PE is less than 10. If YES can turnaround, it is really good news for YTLP.

I bought big today to replenish my stock sold early as selling look stablised. recent big drop should more than priced in expected drop in profit... this flushing is good also lah after up more than 500% in 1 year+ period...

my fingers itchy leh...

how low you can get depend on your fishing skill... below RM 4 margin of safety is even higher....

good price for short or mid term bet at PE less than 10 ...opportunity to buy back for those who took some profit earlier like me...

malaysia stock that is proxy to nvidia

any price below private placement price of RM 1.96 is good bet...

@50 sen now, up 5.3% still outperform most stocks today after up 8% yesterday...

most of the fire sell shares already in the hand of friendly parties. Certainly need to goreng up to make some profit...Will goreng to what price don't know lah but company fair value definitely is not 40 sen like yesterday. I guess the company fair value should be at least 70% of its IPO price of 90sen ie 63sen.

buy while stocks last...

director forced sell, director friendly parties will pick up most cheap shares normally. Retail investors like us will grab some fired sales shares to profit from recovering....

this kind of force sale... make 10%-20% in next few weeks is not a problem if it is nothing to do with co fundamental...

41 sen is a good buy. I bought also for small bet... company still have value. This is lelong price...

cash rich investors can bet small if the company fundamental intact and recent big drop is purely caused by force selling...IPO price is above RM 1 vs current price of 44sen...

Busy shopping at 95sen this morning which is good bargain since expected PP price is 1.13...

busy shopping this morning...

watch badminton not so fun leh... Msia team losing the first set as of now. Better bet some at RM 4.46

Any price below RM 4.70 is still a good bargain...

Short term got no energy to go above RM 4. Needs more funds to buy after foreign funds net sale.

Can bet again? below RM 3.7 again...

RM 4.70 or below is a good buy for this energy and AI stock for PE round 10 market leader in this bull mkt.

ular was barred again by i3. Thank you those reported him abusing...peace return to YTLP forum.
Every big drop for YTLP is a buy...

another easy trading profit...
Every big drop is a buy as PE is still 10...

good opportunity to buy at RM 4.68 either for trading or mid term investment...

why i3 deleted our sifu dragon328?

happy to buy some again...

https://theedgemalaysia.com/node/719354
Singapore-Laos clean power deal stuck over transmission — Reuters

down 6%. This quarter result will be out soon and should be good. Current PE is 70. Let see how much valuation mkt gives after this quarter result

Current price at 11.5 is the cheapest Data centre related stock valuation. At current price, you buy YTLP energy+ultilites business + FOC data centre.

Buy on dip is still a good bet. As to how low is low, depend on your fishing skills. No problem to go back to RM 5.

can trade again? Anything below RM 4.90 is good buy...

Early IPO investors have been sold or cut loss, flashed out. Fund managers and value investors are buying when this stock has dropped to NTA price ie around 30sen