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We do not keep money in the bank and come over to this forum to bullshit how good he is.
How much he makes from KLSE.

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Buy 10k only can make million meh !!
We make million in YTLPower leh.

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Posted by gohkimhock > 44 minutes ago | Report Abuse

Let's wait for next quarter. Don't speculate. Action speaks louder than words.
=============
You are very good in FA.
Please advise your projected annual EPS.
Tq.

Posted by Michael Kwok > 3 days ago | Report Abuse

Sell call
ytl power 5.07
Tp below 4
Long term 3.50-4.50 range for a while
2-3 months.let see fron there.
30/5/24 9.07pm
***Add as my follower or students(paid)
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Posted by raymondroy > 2 hours ago | Report Abuse

@Michael Kwok .... apologies if I am getting this wrong, but is this you at the bottom of the following list?
https://klse.i3investor.com/web/blog/detail/stock_pick_2024/2024-05-31-story-h-160596054-Stock_Pick_Year_2024_31_May_Result
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Michael Kwok wants to be a hero here.
He wants to show he is better than many analysts in Malaysia and also better than dragon328.

Michael Kwok, are you among the top 10 winners of I3 stock pick competition in 2024 ?
Ans : No lah !! may be the bottom last 10 losers.

Michael Kwok, learn up your skill and also your English before you post your article in I3.
I always laugh at you because you have no material in you.
You are a laughing stock in I3 loh !!
================
Michael Kwok,
I attack you because you talk nonsense in this forum without facts.
Are you sure the share price of YTLpower will drop to 3.50 ?
No analyst talked bad about YTLpower, you are the only one calling a sell on YTLpower in Malaysia.
The worst part is to say the share price of YTLpower will drop below 4.00.

dragon328 talked with facts and figures.
Likewise all other sifu in this forum.
But Michael Kwok talked nonsense in this forum without facts.

Michael Kwok,
I attack you because you talk nonsense in this forum without facts.
No analyst talked bad about YTLpower, you are the only one calling a sell on YTLpower in Malaysia.
dragon328 talked with facts and figures.
Likewise all other sifu in this forum.

I made million from YTLpower and Supermx because I follow my sifu to invest.
I am not a sifu standard, I follow my sifu to invest only.
To be fair, I think my TA and FA knowledges learned from my sifu is better than your standard.

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Michael Kwok wants to be a hero here.
He wants to show he is better than many analysts in Malaysia and also better than dragon328.

Michael Kwok, are you among the top 10 winners of I3 stock pick competition in 2024 ?
Ans : No lah !! may be the bottom last 10 losers.

Michael Kwok, learn up your skill and also your English before you post your article in I3.
I always laugh at you because you have no material in you.
You are a laughing stock in I3 loh !!

The share price of YTL performed better than YTLpower today.
Any good news on YTL ?

Please stop to mention UlarSawa here.
We do not want him to be in this forum.
Thanks god, already get rid of him, please do not come back to haunt us.
Many readers here are unhappy to listen to the nonsense story.

OTB and dragon328 have done a good deed in I3, they are bless with good karma.

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Posted by dragon328 > 21 minutes ago | Report Abuse

Patience rewards.

Macquarie research initiates coverage on YTL Power today with a BUY call and target price of RM7.30.

This is the highest among all analysts' tp

Yes.
We want to make money only.
Which stock is moving up fast, we will select the stock.
Do not waste the effort to condemn KGB and promoted TSH.
What is the end result ?
KGB has gone up so fast.

Hope this plantation promoter learned his lesson.
Never attack other stock to promote your favourite stock.
It will not work in this way.

UlarSawa = TiGongPoPiPopi

Just do not want to break the news only.
Small kid also know loh !!

When the share price is 4.06, a naysayer said it is easier for the share price to drop 10% to 3.65.
I think he is wrong again.

The share price goes up 18% to close at 4.79 instead.

It is always very difficult to predict share price, do not attack others when the share price is in your favour.
No one can predict the share price accurately unless he is the god.

When the share price is 4.06, a naysayer said it is easier for the share price to drop 10% to 3.65.
I think he is wrong again.

The share price goes up 18% to close at 4.79 instead.

It is always very difficult to predict share price, do not attack others when the share price is in your favour.
No one can predict the share price accurately unless he is the god.

A naysayer said that Microsoft will set up its own data center on the land Microsoft bought from Cresndo.
This naysayer also said that data center of YTLpower at Kulai, Johor is a bullshit.
No such thing will happen in Kulai, Johor.
Let us wait and see what will happen in Kulai, Johor.

When a person talks sense and asks the right questions, we should help him to clear his doubt.

When a person talks nonsense and has the ultimate objective to fight with you, do not waste time on this type of person.

Please stop to mention UlarSawa here.
We do not want him to be in this forum.
Thanks god, already get rid of it, please do not come back to haunt us.

EngineeringProfit is also a naysayer in this forum.
Please do not appear to avoid readers here to lose money.
You simply talk without facts.
Sad to see you here.

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There are 20.5 million shares awaiting to buy at 4.08, those think that YTLpower is not a good stock can sell it at 4.08 easily.
Please sell fast.

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Posted by Apple888 > 5 minutes ago | Report Abuse

Good morning Cacing Sawa.
Buat ape u sibuk nie...hahaha
yang penting 2.5mil...ingat? Skrg sudah mau 2mil profit
Dah topup YTL Power ke?
Wish you all the best.
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Wah !! So easy to become a millionaire in I3.
I also want to become a millionaire again and again.
The easy way is to follow good sifu smartly in I3.
Good idea !!

There is a 29.8 million shares waiting to buy at 3.90 (at 4.50 pm), those think that war will start, you can sell your shares easily at 3.90.
Hardly or not many investors are selling at 3.90. Why ??
If YTLpower is not a good stock, should sell at 3.90 loh !!

Posted by HuatRex1314 > 18 hours ago | Report Abuse

Lolz u think u write it will cause panic selling? Overestimate your influence? None of people here respect your view, just a trash talked here

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Where Will Nvidia Stock Be in 5 Years?

https://finance.yahoo.com/news/where-nvidia-stock-5-years-143700304.html

Don't sweat Nvidia's recent sell-off as the stock still has 26% upside, Bank of America says.
https://finance.yahoo.com/news/dont-sweat-nvidias-recent-sell-004610998.html

Hopefully 4.07 is crossed convincingly today.
Next resistance is 4.24.
If 4.24 is crossed convincingly, then no more resistance to cross.
Then blue sky all the way.

Hope that the share price of YTLpower can break 4.07 today.

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Posted by dragon328 > 2 weeks ago | Report Abuse

Microsoft and Amazon may have their own data centres, but often it is more cost effective for them to outsource the building of AI data centre infrastructure to third parties like CoreWeave, Lambda or YTL Power.

FYI, Microsoft signed a multi-year contract with CoreWeave last June to build an AI data centre in the US. CoreWeave offers Nvidia GPUs that other companies like Microsoft rent out. CNBC has learned from people with knowledge of the matter that Microsoft has agreed to spend potentially billions of dollars over multiple years on cloud computing infrastructure from startup CoreWeave.

Similarly, YTL Power has the advantage of having the suitable site close enough to Singapore, large enough for installing the required solar power, and having the access to Nvidia's latest GB200 GPUs which will hit the market later this year. Cloud service providers like Microsoft, Amazon and Google will find it more cost effective and time effective to rent out from YTL Power data centre park in Kulai, rather than looking for land, getting local authority approvals, appointing sub-contractors to erect the basic infrastructure, mobilising own or third party teams to install the data centre equipment, and worst of all not having guaranteed access to Nvidia GPUs.

With the agreement with Nvidia hours ago to set up YTL AI Cloud, and with Jensen Huang promoting this new site at Kulai, I am confident that YTL Power will be able to secure some major customers for its AI data centre very soon.

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Posted by dragon328 > 2 days ago | Report Abuse

Don't talk nonsense here lah.

To fund the data centre project, it will naturally be a combination of equity and debt funding.

Just like for the 1st phase with SEA Group, for the RM1.5b capex, YTLP has already secured RM1.3b of bank loans from Maybank and the likes, with the balance RM200m to come from equity money, for which YTLP had RM9.3b of gross cash in hand as of 31 Dec 2023.

For the AI data centre ventures, the development is gradual spanning over several years. For a total investment of USD3.0b or RM20b, equity requirement will be about RM4.0b for 80% gearing, for which YTLP will have no problem with its gross cash of RM9.3b.

Debt funding will not be a big issue too as YTLP has already demonstrated successful execution with the 1st phase data centre already completed by end Mar 2023 and revenue starting to flow in from this quarter. Lenders must have been happy with the projected revenue and debt service ability of the project before they decided to lend to YTLP for this project financing.

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The first phrase of DC is SEA group, 32 MW and another customer 16 MW. Total PBT is around 150 million per year (48 MW).
Nvidia will take up 100 MW at the mid of 2024 to the end of 2026.
According to your input, I assume the EBITDA margin of 60%, Nvidia's DC will contribute about USD 1.38 billion x 4.70 x 60% = RM 3.892 billion (PBT) per year if 100 MW is fully taken up.
There is still 352 MW DC available to rent.
If Nvidia can take up more DC, the PBT is very high.

It appears to me the EBITDA margin of Nvidia is very high compared against SEA DC.
Hence I can safely say Nvidia DC is the most profitable DC among all.