initially plan to park my funds from taking profit of big winners like Vstec to this bottoming consumer stock where NTA = share price as conservative bet, do not expect it to perform so fast....

Msia is in bull mkt. Anwar is doing much better than past few prime ministers. The wealth effect of the bull mkt and booming data centre which boost construction activities and labour mkt will be felt soon... We need a stable govt. Let him be PM for at 2 terms we shall see malaysia to achieve high income nation.

Yeah, Nivida listed Nategate as one of the partners. Thanks for the link. I heard this last week as well.

current value is very fair or cheap. Consumer products, close to NTA with cash rich company, expansions in Indonesia, Vietnam etc.
Risk : yet to see good profit performance.

Big boy collect enough, fly today

bet small ok until more certainty as risk is very high

start goreng... my timing of buying yesterday is a good one

yeah, i believe they still can discuss to convert to Gas Power Plant as certain side preparation, study etc already done and Vietnam is in need of power. If drop below 80sen, i will bet again. I made good profit last time when i bought 70sen+

take profit on Vstecs. Bought some Mstgolf which is bottoming. Turning conservative strategy after most world index all time high.

still can convert to gas fired/hidro ready plant and renego BOT...i believe is not over yet. the land and other assets infra still there. Vietnam is in urgent need of power.
Still can trade with great cautious. expected to be roller coaster ride and i made very good money in this counter by buying low and selling high...

28 sen is a buy... lousy boss of this company...really want to shake out all early investors...
How the price is same as NTA. For a consumer product company, its price is really attractive. Just don't know how low the boss want to press

up around 13% from low of RM 3.70 last month where PE is still around 10-11 times that time.
YTLP is still one of the best stocks to invest or trade...

Ranhill is Johor TNB... benefited from all data centres boom in Johor in its monopoly business.

Nvidia dropped by about 11% last 3 trading days as at yesterday, with forward PE around 45, current PE is around 68. Currently Nvidia rebounded 2.5% pre-mkt...

YTLP also drops around 8% last 3 trading days(as at today) with PE around 11.

YTLP is better bet than Nvidia as it not only has AI data centre and related collaboration with Nvidia, its power business is printing money every day giving profit of RM 1b per year. Current PE of 11 is from power business. YTLP have yet to include revenue from 500MT data centre which will mostly be A1 related. I have some Nvidia and SMCI...

another round of flushing...
AT PE of 11, current price still attractive for YTLP

the latest issue of theEdge Weekly quoting an analyst report that Yinson is using creative accounting... It is a red flag, be-careful in this high debt company. There might a reason why the share price of this O&G company not performing...

another data centre theme stock coming up
PE is less than 10... safe to bet

look like goreng stock to me... be careful.

recent developments, creditors/investors accepted settlement thru co shares and partial financing of project equipment indicate that high change they can secure financial close...
I bet small...

look like correct over soon
YTLP used to track Nvidia which is all time high, now world biggest co by mkt cap
just like KPS/Frontken track TSMC...

China is very cunning, surely that want high return and deal maybe go thru unless Msia give attractive term like Bossku. Plus, china domestic economy is poor n having trade war with USA. Personally i do not put high hope on China.

Nvidia passes Microsoft in market cap to become most valuable public company

https://www.cnbc.com/2024/06/18/nvidia-passes-microsoft-in-market-cap-is-most-valuable-public-company.html

ytlp hit all time high again...
ytl mother very quiet lately...

i think investors starting to reliase this stock is undervalued.

inari is a must own stock for fund managers and biggest weight in tech index.
tech funds must own inari if their funds were to beat the benchmark tech index and inari should do well...

fund managers must own tenanga , and YTL+YTLP if they were to beat the mkt. Tenaga is No.2 stock in KLSE in term of mkt cap. YTL+YTLP have a combined mkt cap of close to Tenaga. These 3 utilities stocks are top performers. If KLSE bull trend is to continue, these 3 stocks will continue to do well...

Inari is a good proxy to Broadcom and Apple...
At mkt cap of RM 14.5b, inari ranks about 30th in bursa and if up more, have the potential to be included in KLCI like Sunway in next review...

after this goreng, friendly PP investors can sell and take profit, waiting for next PP to buy at lower price...Jaks is good at printing shares...

Ang is one of the most skillful in managing stock prices, PP and RI in the bursa. His skill is world class. Even uncle KYY is small kid to him and got swallowed millions of ringgit. It will be good if he can use this skill to run and improve his company profit and financial.

*******************
Do the math:
Will Jaks going to face cash flow problems?
Where Jaks going to get finance to participate in any new project?
Are more PP or RI coming?

Previous investors all kena con to buy at 80 sen, 70sen, 60 sen etc with many good articles to paint how good is power plant etc. many cut to cut loss starting 30 sen....till perhaps 15 sen.

Operators collect stocks again perhaps in the range of 12sen-25sen..

Now pump again...

- Beautiful stock which is poised to benefit from the construction and data center boom with its bread- and-butter cable support systems
- undervalued and undemanding PE of 9.5, Div yield = 4.6 , ROE = 12%

- Beautiful stock which is poised to benefit from the construction and data center boom with its bread- and-butter cable support systems
- undervalued and undemanding PE of 9.5, Div yield = 4.6 , ROE = 12%

https://klse.i3investor.com/web/blog/detail/kenangaresearch/2024-05-28-story-h-160713357-United_U_Li_Corporation_Rising_Top_Line_on_Contained_Cost

Ang needs to goreng stock for future PP...The only skill he has...or to hire unscrupulous writter to promote Jaks like last time

yes not reflect yet. current price is undervalued as mkt does not like subsidy and other argument surrounding water by politicians. Household consumption is less than 40%. Other sectors still subject to increase esp industry sectors.

household usage should be less than 40%, the rest is industrial and agriculture sector.
Oversold but this stock is lousy...

ranhill is doing much better than PBA...

Nvidia overtakes Apple as No. 2 most valuable company in term of mkt cap...

the biggest problem faced by data centre around the world is water supply. YTLP holds the trump card, ie Ranhill. Ranhill can increase the rate for data centre and impose some limit of supply to other data centre as well...

Wow YTLP...same as Wow Nvidia. Yesterday Nvidia hit another historical high.
As i said earlier, YTLP is now power and data centre and AI play...

https://www.jpmorganchase.com/news-stories/tech-investment-could-disrupt-banking

JP Morgan is investing US$12b in Tech Investment, mainly goes to machine learning and AI to Disrupt Banking,

In coming months, can expect to see more good news from YTLP AI DC...
Not only tech companies need AI DC, banks, financial institutions, factories etc all need AI DC to enhance efficiency and reduce costs...

look like big funds flush out some short term traders today...while a lot of selling today, buying is strong too with overall buy rate of 52%
If next week rebound strongly, then the above statement is right.
Let see...

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...