AI wave will be far from over, now only chips, the next will be data centre, automation and green power as AI and AI data centre uses a lot of power. All power stocks in USA, China are uptrend for last 3 months

YTLP PE still single digit with a lot of growth in next few years. Instead of wasting time to spam here, why not spent some time to study and perhaps trade small(within own means). I would say current price is attractive.. Not only it has involvement in AI, AI will also used up a lot of power. See power stocks in Msia, USA and China all are trending up...

O&G is sunset industry. Service providers will be first to hit than big oil like Exxon where they still have gas, petrol station, chemical plant etc.

Genting mgt is poor, failed to create value in terms of share price. Genting share price was RM 4.88 in 2006, now year 2024 is RM 5.05

For a stock with PE less than 8.98 and forward PE of lesser than 9, there is nothing to worry about lah. Just normal and healthy consolidation process. Any big drop is the opportunity to invest or short term trade...

If not PH, vote Pas or its related alliances kah?

AI will be like iphone that change the world. Iphone hype lasted for more than 10 years, making Apple and its related suppliers multibagger stocks, including Msia Inari.
AI will last how many years?

no need to worry lah for a stock current PE 8.7. Forward PE will be lower.
You should only worry when there is bubble. Bought some for trading at RM 3.58 just now...

no need to worry lah for a stock current PE 8.7. Forward PE will be lower.
Bought some for trading at RM 3.58 just now...

ESP for immediate 4 quarters = 10.43+10.47+13.95+6.41=41.26sen.
PE about 8.7. Is YTLP expensive at current price?

Big boys collecting, billis selling... Party will be over in one day but not so soon.
Current PE is 8.7 at current price...

a good point to buy some for those who missed...
Nvidia share price is almost USD1000... YTLP is firing all syndinder , AI data centre and good profit from energy sector.

Never invest in a company where CEO and management is poor and untrustworthy...

they do not need share price, which is tied to profit, to perform as they are drawing fat salary...

forget about LHI and move on to other stocks. Company with poor mgt with a lot of family members working in group is hard to trieve as no check and balance, no discipline in place, imagine...how to take action against a family member if found any wrongdoings?

All ALP business ventures failed except Vietnam Power Plant. Wandering still got water fish to subscribe for PP...

Insas still looks like value trap to me... there are other better stocks to pick than Insas until they change mgt.

today is MSCI rebalancing. Good time to do my portpolio rebalancing as well.
Bought KGB-WB, Jtiasa, PBA during big drop today. Take profit on Pchem, Armada and cut loss on Tguan

MSCI rebalancing

water usage and demand will increase due to growth in industry and especially data centre.
Water stocks have growth story as well besides tariff hike.

Have been waiting for a good price today as missed early surge. Now i guess is a good time to buy...

opportunity to buy for those missed?

better forget about Leong Hup... last time leong hup holdings, delisted as could not fetch good valuation, repackaged and listed again renamed to Leong Hup international, now same situation again. Mgt not so smart also unlike QL... Leong Hup was run by many family members rather than professional mgrs ( that was those days, not sure still same nowadays as long time never follow this)

Hardly see any investors making money since old leong hup holdings time...

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...

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

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

ytlp like Msia Nvidia...

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

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

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...

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

management sxcks... pump n dump stock

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

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

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...

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

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

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

section 4 will be opening soon...

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

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

why sudden surge? Not buy enough leh...

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

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

-------------------------
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.

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.

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】

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.

Thank you Dragon for informative thoughts...

@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.

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