https://www.ytl-ai-labs.my

@dragon328 thank you so much!!!

Profit/(Loss) before taxation
Power Generation 785,238
Water & Sewerage 68,978
Telecommunications 37,466
Investment holding activities 347,473

All segment is profitable.

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95 ⚒
AmInvest New TP 5.10 ⚒
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP5.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 ⚒
@OTB TP 6.30 😁
Macquarie TP 7.30 😁
Maybank New TP 5.40 ⚒
MIDF TP 6.35 😁
HLIB New TP RM 7.45 😁
CIMB New TP RM6.22 😁
TA New2 TP RM6.35 😁

Good to remind the TP again.

@dragon328 as of 24-May-2024 is 13.2% foreign funds holdings

Last 7 days average USEP is 289.73 ($/MWh), can expect better Q4 result then.

@Aero1 thank you so much!!!

@raymondroy thanks, any links?

@Aero1 where do you get the latest USEP? EMA publish till 19Apr2024

@share4u888 announcement this week?

https://theedgemalaysia.com/node/715386

FTSE4GOOD!!! How good is FTSE4GOOD

https://www.tradingview.com/news/DJN_DN20240613001392:0/

anyone have financial information of "the coconut secondary product company"?

@dragon328 the 3.00 million share purchase by YTL & Son from the ESOS's of director is is transact at RM5.11, individual director got money, family holding company pay for it. The share still at their hands.

https://theedgemalaysia.com/node/713493

addon to @dragon328
- Fund raising of Bond with detachable free warrants to be issues to existing shareholder @ x cents to rewards shareholders, to funds all the outstanding projects.

@dragon328, ok

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95 ⚒
AmInvest New TP 5.10 ⚒
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP5.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 ⚒
@OTB TP 6.30 😁
Macquarie TP 7.30 😁
Maybank New TP 5.40 ⚒
MIDF TP 6.35 😁
HLIB New TP RM 7.45 😁
CIMB New TP RM6.22 😁

Anyone have HLIB latest research report?

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95 ⚒
AmInvest New TP 5.10 ⚒
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 ⚒
@OTB TP 6.30 😁
Macquarie TP 7.30 😁
Maybank New TP 5.40 ⚒
MIDF TP 6.35 😁
HLIB New TP RM 7.45 😁

Q1 is seasonal low but already hit 25M PAT, FY2024 PAT will be above 100M. strong FCF.

@dragon328 thanks for the superb sharing.

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95 ⚒
AmInvest New TP 5.10 ⚒
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 ⚒
@OTB TP 6.30 😁
Macquarie TP 7.30 😁
Maybank New TP 5.40 ⚒

@MrFox, you got update new TP bor?😂

@Raymond Tiruchelvam, Peace bro!!!

@Raymond Tiruchelvam, thanks for your comment, just syiok-syiok compare only. Cheers. Just wandering when combine both can hit 100B. Hope the euphoria will keep going....

Ranking Code Stock Last M-Cap L4Q P/E
1 1155 MAYBANK 9.92 119704165745 12.45
2 1295 PBBANK 4.19 81330798370 12.22
3 5347 TENAGA 12.6 72920381575 28.01
4 1023 CIMB 6.81 72736295466 10.16
5 5183 PCHEM 7 56000000000 32
6 5225 IHH 6.27 55219842743 16.28
7 6947 CDB 4.06 47629922431 30.4
8 6742 YTLPOWR 5.39 44142392653 13.07
9 8869 PMETAL 5.2 42846012446 28.23
10 5819 HLBANK 19.52 42313860904 10.82
11 4677 YTL 3.82 42192180923 11.4
12 3816 MISC 8.27 36915568962 18.85
13 6033 PETGAS 18.2 36012920853 18.94
14 5285 SIMEPLT 4.47 30913244266 15.21
15 4707 NESTLE 129.5 30367750000 46.13
16 6012 MAXIS 3.72 29135326849 29.37
17 6888 AXIATA 2.84 26076646785
18 1961 IOICORP 4.03 25329351950 28.56
19 2445 KLK 22.4 24617305798 31.86
20 1066 RHBBANK 5.5 23977192525 8.53
21 4863 TM 6.19 23754919053 12.6
22 4065 PPB 15.42 21936475639 15.44
23 5681 PETDAG 20.9 20763188600 21.48
24 5211 SUNWAY 3.55 20139700839 23.54
25 1082 HLFG 17.52 20104495913 4.6
26 4197 SIME 2.86 19492609070 5.09
27 3182 GENTING 4.73 18337718548 8.09
28 5296 MRDIY 1.86 17575744764 30.42
29 5014 AIRPORT 10.16 16952513029 31.21
30 4715 GENM 2.73 16210861889 44.92

YTL + YTLP > 86B > TENAGA

@freedomfund Congratulations to you for your superb investment since IPO. I bet it is free shares for you. Enjoy your fruits of the long haul investment. Overvalue or undervalue is difference for different people. For some it maybe overvalue, for some it is fair value or overvalue. I always belief sell some and keep some for profit to grow. you will never know how high it can go.

@dragon328 kamsia, received with thanks!!!

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95 ⚒
AmInvest New TP 5.10 ⚒
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 ⚒
@OTB TP 6.30 😁
Macquarie TP 7.30 😁

@dragon328 please sent me Macquarie report. kamsia

https://theedgemalaysia.com/node/711185

https://www.thestar.com.my/business/business-news/2024/05/07/amazon-to-spend-nearly-us9bil-to-expand-cloud-infra-in-singapore

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95 ⚒
AmInvest New TP 5.10 😁
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 😁
@OTB TP 6.30 😁

update 9:23am 07-May-2024

@lefty88 sorry too many ularsawa missed out his TP @OTB what is your TP?

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95😁
AmInvest New TP 5.10 😁
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 😁

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95😁
AmInvest New TP 5.10 😁
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁

Summary of TP

@MrFox sorry brother, will add in.

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95😁
AmInvest New TP 5.10 😁
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁

Summary of TP

https://www.ema.gov.sg/content/dam/corporate/resources/statistics/files/pdf/Average-Monthly-USEP.pdf.coredownload.pdf

USEP is going higher, expect 3rd Q result not much impacted.

https://theedgemalaysia.com/node/709726

Ranking Code Stock Last M-Cap L4Q P/E
1 1155 MAYBANK 9.77 $117,894,122,916 12
2 1295 PBBANK 4.19 $81,330,798,370 12
3 1023 CIMB 6.59 $70,380,273,907 10
4 5347 TENAGA 11.9 $68,869,249,265 26
5 5225 IHH 6.3 $55,484,052,517 16
6 5183 PCHEM 6.91 $55,280,000,000 32
7 6947 CDB 4.17 $48,920,388,310 31
8 8869 PMETAL 5.35 $44,081,955,112 29
9 5819 HLBANK 19.4 $42,053,734,710 11
10 6742 YTLPOWR 4.8 $39,231,665,942 12
11 6033 PETGAS 18.02 $35,656,749,108 19
12 3816 MISC 7.94 $35,442,517,238 18
13 4677 YTL 3.19 $35,192,157,645 10
14 5285 SIMEPLT 4.49 $31,051,558,558 15
15 4707 NESTLE 127 $29,781,500,000 45
16 6012 MAXIS 3.65 $28,587,081,452 29
17 6888 AXIATA 2.8 $25,709,370,070
18 1961 IOICORP 4.06 $25,517,907,920 29
19 2445 KLK 23.1 $25,386,596,605 33
20 4863 TM 6.17 $23,678,166,488 13
21 1066 RHBBANK 5.49 $23,532,051,074 8
22 4065 PPB 15.92 $22,647,775,109 16
23 5681 PETDAG 21.64 $21,498,344,560 22
24 5211 SUNWAY 3.48 $19,708,811,961 23
25 1082 HLFG 16.76 $19,232,383,076 4
26 4197 SIME 2.79 $19,015,517,240 5
27 3182 GENTING 4.53 $17,562,339,328 8
28 5014 AIRPORT 10 $16,685,544,320 31
29 7084 QL 6.51 $15,843,107,975 36
30 4715 GENM 2.62 $15,557,676,978 43
31 5296 MRDIY 1.56 $14,739,576,294 26
32 5398 GAMUDA 5.3 $14,679,103,188 16
33 1015 AMBANK 4.22 $13,985,860,042 8
34 7277 DIALOG 2.43 $13,719,568,789 24


YTLP + YTL Market Cap > Tenaga.

Below are the data sources, inputs and calculation used to determine the intrinsic value for YTL Power International Berhad.

KLSE:YTLPOWR Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Up to 2 Analyst Estimates on Average (S&P Global) See below
Discount Rate (Cost of Equity) See below 8.6%
Perpetual Growth Rate 5-Year Average of MY Long-Term Govt Bond Rate 3.5%
An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for KLSE:YTLPOWR
Data Point Calculation/ Source Result
Risk-Free Rate 5-Year Average of MY Long-Term Govt Bond Rate 3.5%
Equity Risk Premium S&P Global 6.4%
Integrated Utilities Unlevered Beta ximply all St/ S&P Global 0.33
Re-levered Beta = 0.33 + [(0.66 * Unlevered beta) * (1 + (1 - tax rate) (Debt/Market Equity))]
= 0.33 + [(0.66 * 0.333) * (1 + (1 - 24.0%) (88.95%))] 0.704
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm) 0.8
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 3.54% + (0.800 * 6.35%) 8.62%
Discounted Cash Flow Calculation for KLSE:YTLPOWR using 2 Stage Free Cash Flow to Equity

The calculations below outline how an intrinsic value for YTL Power International Berhad is arrived at by discounting future cash flows to their present value using the 2 stage method. We use analyst's estimates of cash flows going forward 10 years for the 1st stage, the 2nd stage assumes the company grows at a stable rate into perpetuity.

KLSE:YTLPOWR DCF 1st Stage: Next 10 years cash flow forecast
Levered FCF (MYR, Millions) Source Present Value
Discounted (@ 8.62%)
2024 2,876.23 Analyst x3 2,647.97
2025 2,050.4 Analyst x1 1,737.88
2026 4,712.13 Analyst x3 3,676.95
2027 6,566.71 Analyst x1 4,717.46
2028 8,027.99 Est @ 22.25% 5,309.55
2029 9,363.78 Est @ 16.64% 5,701.54
2030 10,553.86 Est @ 12.71% 5,916.2
2031 11,604.87 Est @ 9.96% 5,989.1
2032 12,537.08 Est @ 8.03% 5,956.74
2033 13,375.2 Est @ 6.69% 5,850.63
Present value of next 10 years cash flows MYR47,504.02
KLSE:YTLPOWR DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value FCF2033 × (1 + g) ÷ (Discount Rate – g)
= MYR13,375.2 x (1 + 3.54%) ÷ (8.62% - 3.54% ) MYR272,611.85
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
MYR272,612 ÷ (1 + 8.62%)10 MYR119,246.8
KLSE:YTLPOWR Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= MYR47,504 + MYR119,247 MYR166,750.83
Equity Value per Share
(MYR) = Total value / Shares Outstanding
= MYR166,751 / 8,103 MYR20.58
KLSE:YTLPOWR Discount to Share Price
Calculation Result
Value per share (MYR) From above. MYR20.58
Current discount Discount to share price of MYR4.42
= (MYR20.58 - MYR4.42) / MYR20.58 78.5%

@dragon328, can sent me the report? Thank you in advance.

@Dragon328, thanks for sharing on the valuation. too much spam and hardly can go thru all the spam.... Please stop the spam war!

Pos Code Stock M-Cap L4Q P/E
1 1155 MAYBANK 118135461959.68 12.29
2 1295 PBBANK 81719012204.35 12.28
3 1023 CIMB 70593871096.70 9.86
4 5347 TENAGA 68984995902.32 26.50
5 5225 IHH 55219842743.01 16.28
6 5183 PCHEM 54960000000.00 31.41
7 6947 CDB 49037703389.84 31.30
8 8869 PMETAL 44081955112.30 29.05
9 5819 HLBANK 41750254149.84 10.67
10 6742 YTLPOWR 36125825721.96 10.69
11 6033 PETGAS 35656749108.30 18.76
12 3816 MISC 35219327582.67 17.98
13 4677 YTL 33427033750.20 9.03
14 5285 SIMEPLT 30636615682.43 15.07
15 4707 NESTLE 29828400000.00 45.20
16 6012 MAXIS 28038836053.80 28.26
17 1961 IOICORP 25455055929.75 28.70
18 2445 KLK 25276697918.00 32.71
19 6888 AXIATA 25250274175.50
20 1066 RHBBANK 23574914555.50 8.39
21 4863 TM 23447908790.80 12.44
22 4065 PPB 22619323130.10 15.92
23 5681 PETDAG 21697035360.00 22.44
24 5211 SUNWAY 19644237976.54 22.96
25 1082 HLFG 19324184427.60 4.42
26 4197 SIME 19151829191.37 5.00
27 3182 GENTING 17407263484.51 7.68
28 5014 AIRPORT 17019255206.40 31.33
29 7084 QL 15672751975.16 35.20
30 4715 GENM 15438916084.80 42.78
31 5296 MRDIY 14550607366.68 25.95
32 5398 GAMUDA 14540621082.75 16.17
33 1015 AMBANK 14052143738.56 7.62

YTL+YTLP > TENAGA

@dragon328 can share the HLIB article? kamsia.

NSP down to 14,449,837

NSP further reduced to 16,837,269

NSP further reduced to 19,640,769

@Kicapmanis Net Short Position, indicate shortie position of bull/bear

NSP further reduced to
6742 YTLPOWR YTL POWER INTERNATIONAL
BERHAD 20,398,069