small fluctuations in profit for power company is commonlah. YTLP is bet for data centre besides money printing power assets in singapore, jordan and Indonesia.

YTLP is now a growth stock and it is good they keep cash for expansion and reduce borrowing which will bring down interest expense.

financing will never be problem as EPF and Khazanah are cash rich and state owned...

likely the deal RM 11 can go thru as MOT denied selling stakes. They privatized to restructure...

https://theedgemalaysia.com/node/712010

why waste time in jaks? there are so many good companies with good mgt to invest. If you switch Jaks to say YTLP half year ago, you make back 3 times...Never invest in company where mgt is lousy and cannot deliver...

Thank you dragon328. I think every investor of YTL and YTLP is laughing to the banks. So far this is the best bet in my portfolio last year and this year.

Opportunity to profit as offer price of RM 11.
Risk : cancellation due to PN protest. They are better remained in Kelantan and Terengganu. But how come they don't protest facebook etc as they are owned by Jews...

supermax is laggard among other gloves

PPHB is a good bet...

This year international super theme is AI. AI needs a lot of power. TNB and YTLP at historical high.
This stock should do well. Buy before too late as current price is still low...

Dear dragon328,
Kindly pm me a copy of Macquarie report.
Thank you.

Now YTLP just needs to focus on its agreed 100MW AI Nvidia Data Centre and 72MW Data centre. The balance can be planed for future(next 5-10 years) to ensure its data centre to be the most advanced AI data centre in future. AI development is very fast currently and YTLP is in no hurry to secure more for now. The more powerful AI computer, the more $$ it can make.

Can they switch to Gas Power Plant (covertable to Hydrogen) from Coal?

Tenaga hitting all time high like YTLP
Fund managers cannot ignore YTLP and YTL and should see more fund managers to have YTLP and YTL in their portpolio if they are to benchmark their performance against KLCI...

Let's see any good news tonite.
Microsoft becomes world most valuable company with mkt cap going to exceed USD3 trillion soon due to leading AI and data centre.

Microsoft CEO Satya Nadella's visit to Malaysia scheduled on May 2
KUALA LUMPUR: Microsoft executive chairman and chief executive officer (CEO) Satya Nadella is scheduled to be in Malaysia on May 2 for the Microsoft event as part of his Southeast Asian tour.

Satya is also scheduled to visit Jakarta on April 30 and Bangkok (May 1) during the tour, during which he is slated to attend a Microsoft Build: AI Day event.

His stop in Malaysia was originally scheduled for March 20, 2024 during his earlier planned trip to a few countries in this region but has been rescheduled due to unforeseen circumstances.

Microsoft Build: AI Day Tour is a free, one-day event that helps developers discover new opportunities with artificial intelligence (AI) and advance their knowledge and skills to deliver more value faster with AI and Microsoft Azure.

According to Microsoft, the technical nature of the content at the event would be ideally suited for passionate software engineers, architects, technology leads, data scientists, developers, and cutting-edge technologists. - Bernama

Happenings in the world of AI...

https://www.reuters.com/technology/alphabet-microsoft-shares-jump-investors-cheer-ai-investment-2024-04-26/

all time high again. Hope not many are affected by fear-mongers like Ular and others.
Investors are laughing to the banks...

current PE is only 11.1 @ RM 4.63
Look like foreign funds buy up to PE 15....

today PBA also up, another stock Dragon328 like.
water stock also benefit from Data Centre, besides rate increase.
This year is dragon year...

I have been calling buy when adjustment to RM 3.6 few weeks ago as power stocks will be beneficial of AI power demand surve. I think foreign funds also see this. YTLP has power and data centre, one of best stocks to bet currently.

https://www.bloomberg.com/news/articles/2024-04-27/ai-boom-s-secret-winners-the-companies-expected-to-power-it?embedded-checkout=true

i think CIMB bank PE also around 10 with dividend yield of more than 5%. These 2 are very cheap stocks to bet

Great that someone reported abuse to ban this Ularsawa from spamming rubbish and trolling this forum.

UlarSawa
Due to repeated abuse posts, this account has been suspended from posting to the i3investor portal until 2024-05-15. Please refer to the Terms and Conditions of Use or Community Standards of this portal.

Nvidia, SMCI, ARM etc, 3 AI superstocks are still in correction mode, whereas Google and MS surged after announcing good results driven by AI and data centre.
YTLP and YTL already have correction mode of about 3 months and starts uptrend again lately...

PE for a growth stock of around 10 is still very undemanding...
Alphabet and Microsoft surged yesterday after releasing good results largely due to AI and data centre.

another limit up today? No news out yet...

solarvest is one of my best pick last year for growth stock...add solarvest wa for extra leverage.
take profit on MSC, which is also one of my best pick last year, besides YTLP, YTL and KGB

YTLP recovers fast...indicating strong stock. Also offer good trading if buy below RM 3.80 like i said monday...

if drop to below RM3.8, can buy low and sell high again...
Single digit PE, margin of safety is high

msia tin stock...as good as gold stock

China chips cannot pakailah. Even Alibaba chief admits China is lagging 2 years in AI race.

https://www.firstpost.com/tech/china-is-lagging-by-at-least-two-years-in-ai-race-claims-alibaba-chairman-joe-tsai-13756729.html

YTL Johor Data Center park is the first and largest renewable energy integrated data center park in Malaysia.
With 275 acres of land earmarked for data centers, the park provides scalability to discerning data center players. The site is zoned for industry, and has access to national grid power and water resources, both critical for the data center operations.

The park will have dark fibre connectivity to Singapore positioning it as a major alternative data center hub for the South-East Asia region. The dark fibre connectivity will provide low latency network connections to data centers in Nusajaya, KIDEX and Singapore.

The park is adjacent to approximately 1,500 acres of land that will be used to plant up solar farms. The first data center within the park (‘JDC1’) is expected to ready by Q1 2024 and it will be powered by renewable energy.

So far only YTLP has 500MW Solar Power facilities with 1,500 acres of land or 65 million sf of land in Johor.

China cloud business is dying due to US tech restriction on AI chips...
Traditional data centre will be outdated like that of Alibaba and other china counterpart.
AI date centre will be the future...YTL is smart to work with Nvidia.
Green energy is the future and supertrend in US Mkt

a stock is hard to move if got too much retail investors generally or when a lot of people are talking about that stock. Good profit also for those who bought around RM 3.70 for trading. Consolidation of 3 months+ are very common...

those investors in private groups were slaughtered in the cage. Maybe they will create another group or groups to lure water fish to buy jaks again...Wander what the new story to tell again.
1. Rule No.1 - never lose money by investing in company where mgt is incompetent and has no integrity.
2. Rule No.2 - don't forget rule No. 1



****************
warchest

this counter cannot go up. Everyday is getting heavier with new shares been issued by the incompetent Ang family, management team for fund-raising to pay their high salaries and long-term incentive program. the ones that die in ditch are the shareholders after a decade long fighting but yet getting nothing.

wander how Jaks secured water fish investors to take up their PP again after this kind of results... rushing for Lss4 at noncompetitive biding price at 50MW solar currently running a loss... with all businesses in the loss except for Vietnam Power Plant

Ranhill is certainly better than egg stocks...

YTLP PE is still single digit...Cannot find any stock offers good growth but low PE like YTLP...

Current share price is near to historical low....

Ann Joo has potential to venture into green solar energy and data centre player after purchased of 99% shares in Perfect Channel Sdn Bhd at good bargain price which owns freehold industrial land measuring 436.8 acres... It already successful bid for Lss4 solar in joint venture with other firm earlier


https://www.thestar.com.my/business/business-news/2023/06/22/ann-joo-buys-shares-in-perfect-channel-from-kinsteel

Nanyang Siang Pau

MN控股获1760万合约

2024年04月03日
（吉隆坡3日讯）MN控股（MNHLDG，0245，创业板）通过子公司，获得国家能源（TENAGA，5347，主板公用事业股）颁发的发电站输电设备扩展工程合约，价值1760万令吉。

根据今天的文告，MN控股将负责为国能位于柔佛巴西古当的发电站，建设2座额外的高架输电线设施，同时，也替换现有的2座高架输电线设施。

Beautiful AI stock with mkt cap of less than RM 300m

MN控股获近亿数据中心合约
2024年01月04日
（吉隆坡4日讯）MN控股（MNHLDG，0245，创业板）接获总值9800万令吉的数据中心工程合约。

MN控股向马交所报备，接获客户A的合约，以在南马的数据中心提供设计、供应、安装高压水平定向钻探与缆缆工程。

文告称，“客户A除了数据中心服务外，还提供通讯科技咨询服务、进出口数据中心器材等。但存在保密协议，在未获得书面允许下，不便透露客户名称。”

根据文告，合约将从2023年12月1日开始，预计结束日期为2025年1月15日。

MN控股相信，该合约可为集团营收和盈利带来正面影响。

闭市时，MN控股报57仙，起2仙或3.64%，成交量1140万8700股。

AI wave has just started from software and chips like Chatgpt, AI cloud... now power/water sector as AI uses a lot of green power, the next will be computers, handphone, equipments, factory automation, humanoid, machine learning, consumer electronic etc. The next 10 years, we can expect AI to be deeply integrated into our daily lives.

This is what happening in the world as i mentioned few weeks ago... Not only US, China power companies also increased a lot last few months.

电力公司Vistra 三个月涨幅逼近英伟达！
https://www.youtube.com/watch?v=lGhpSspZavs

YTLP C32 exercise price RM 1.50 expiry 29/3/2024. Expect IB who bought YTLP as hedging to sell as this warrant is in the money. Expect selling pressure from yesterday till friday. Today grabbed some at 3.67-3.70 for day trade... Let see friday can get some more in similar range

YLTP C-38 expiry on 29 March 2024... expect IB selling YTLP shares hold as hedging and to fund to redeem C-38

YTLP drops below RM 3.80 mainly by profit taking offers good opportunity to bet by trading at RM 3.78-3.80