cgtan2020

cgtan2020 | Joined since 2013-10-20

Investing Experience Advanced
Risk Profile Not Disclosed

Investing in KLSE since 1992, long and fruitful journey.

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614
Past 30 days
55
Past 7 days
11
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1 day ago | Report Abuse

@dragon328 I think @ks55 will wait till all the AI DC profit show in YTLPower annual audited account only start buying. some just like to shout and wait, so just wait, no harm to existing shareholders.

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4 days ago | Report Abuse

after 29Feb2024, Call warrant expired date end Feb.

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4 days ago | Report Abuse

now you see the power of foreign fund!!!

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4 days ago | Report Abuse


Kenanga New TP 4.10 βš’
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 😁
Affin Hwang TP 2.70 βš’

Source: Bloomberg/The Edge

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4 days ago | Report Abuse

@ks55

Until now everything is silent on this investment. What is the total cost? What we know owner is YTL Communications Sdn Bhd. To what extend Nividia is involved?

YTL Communications Sdn Bhd. is 60% wholly owned subsidiary of YTL Power, there are 40% other shareholder who will foot the bills. As of now, nobody know how it will be structure out, take out the DC business, YTLPower is already cheap. Nvidia committed to supply the processors that is the important things, leadtime with high volume of Nvidia processor can be 6 months to 12months. Most likely rainbow bond will be issued with warrants to make the bond attractive and to rewards long term shareholders. It has been years since the last bond issued.

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4 days ago | Report Abuse

@dragon328 can pm me Hong Leong report?

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5 days ago | Report Abuse

@dragon328, you are right USEP impact is not big for YTLPower compare to other players. Higher SGD do help to maintain the profit.

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5 days ago | Report Abuse

Free cash flow of 1.5Billion for 1H 2024 year,

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6 days ago | Report Abuse

@wkc5657 thanks for the update!!!

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6 days ago | Report Abuse

@dragon328 thank you, i think for Power Seraya, the margin and profit will be almost same as Q1 2024. I expected of 9.5 cents to 10.5 cents EPS range

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1 week ago | Report Abuse

Q4 result out on 28Feb2024

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1 week ago | Report Abuse

@wkc5657 without MSCI or FTSE inclusion, it won't have high volume and higher PE.

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1 week ago | Report Abuse

@dragon328 just PMed you. H2 profit is lower than H1 profit by nearly SGD196 millions

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1 week ago | Report Abuse

@dragon328 managed to compare sembcorp H1 and H2 results?

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1 week ago | Report Abuse

anyone can confirm the Q2 earning release date?

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1 week ago | Report Abuse

Foreign investors sustained their net buying trend on
Bursa Malaysia, with an inflow of RM352.9m, marking the
fourth consecutive week of net purchases. Throughout
the week, foreigners recorded net buying every day, with
the highest inflow observed on Tuesday at RM193.0m,
following the market’s reopening.
β€’ The sectors with the highest net foreign inflows were
Financial Services (RM143.6m), Telecommunication &
Media (RM95.0m), and Technology (RM61.4m), while
the sectors with the highest net foreign outflows were
Utilities (-RM29.0m), REITs (-RM19.1m), and Construction
(-RM16.3m).
β€’ Local institutions continued their trend of net selling
domestic equities for the fourth consecutive week,
totalling RM277.5m.
β€’ For the second consecutive week, local retailer remained
consistent in their pattern of net selling domestic
equities, with total sales reaching -RM75.5m last week.
β€’ In terms of participation, there were increases in average
daily trading volume (ADTV) among local retailers
(+12.1%) and local institutions (+15.0%), but a decline
among foreign investors (-11.4%).

FF net sell YTL Power Int. value at 59.6Million

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2 weeks ago | Report Abuse

Foreign investors maintained their net buying streak on
Bursa Malaysia, with an inflow of RM400.7m, marking
the third consecutive week of net purchases. Foreigners
recorded net buying every day, with Tuesday witnessing
the highest inflow of RM188.9m.
β€’ The sectors with the highest net foreign inflows were
Financial Services (RM211.2m), Utilities (RM200.7m),
and Technology (RM56.3m). Meanwhile, the highest
net foreign outflows were Plantation (-RM36.4m),
Healthcare (-RM27.5m), and Industrial Products &
Services (-RM15.4m).
β€’ Local institutions persisted in net selling domestic
equities for the third consecutive week, amounting to
RM276.6m. The financial services sector (-218.7m) saw
the highest net outflow by this investor group, with them
disposing of stocks such as Maybank (-RM88.5m), CIMB
Group (-RM54.5m), and Public Bank (-RM44.5m).
β€’ Local retailers resumed net selling on Bursa Malaysia
at -RM124.1m after briefly engaging in net buying of
RM9.5m the week before.
β€’ In terms of participation, there were increases in
average daily trading volume (ADTV) among local
retailers (-36.5%), local institutions (-31.7%), and foreign
investors (-35.5%).

Last week FF net buy RM66.5M of YTLPower shares.

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3 weeks ago | Report Abuse

@dragon328 well say brother!!!

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3 weeks ago | Report Abuse

@rr88 come in quickly for a swing trade!!!

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3 weeks ago | Report Abuse

@chon99 last week FF net sold 85.3Million YTLPower shares, see table 4, it is very clear

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3 weeks ago | Report Abuse

@xiaochen @HumptyDumpty you are most welcome!!!

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3 weeks ago | Report Abuse

it is super normal correction that happened now after such a long run since inclusion into FTSE Ex Japan Ex China index and FBMKLCI.

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3 weeks ago | Report Abuse

The top three sectors with the highest net foreign
inflows were Telecommunications and Media (RM85.5m),
Industrial Products and Services (RM37.5m) and Plantation
(RM23.2m) while the top three sectors with the highest
net foreign outflows were Utilities (-RM84.8m), Property
(-RM49.2m) and REITs (-RM16.0m).

FF net sell 85.3Millions YTLP last week.

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3 weeks ago | Report Abuse

@myloh123, that is IDSS, need to close position today.

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3 weeks ago | Report Abuse

RSS Vol 392,800
RSS Val 1.63M

Not much active short seller today.

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3 weeks ago | Report Abuse

@dragon328 thank you so much!!!

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3 weeks ago | Report Abuse

@dragon328 thank you so much. i compare 1H and 2H, it seem that out of the whole year SGD699M, 2H contribution is actually SGD400M. that is a lot for a 1,300 MW of CCGT in 2nd half, am I right?

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3 weeks ago | Report Abuse

@dragon328 you manage to go thru keppel presentation slides? Power/Infrastructure side is very impressive
Segmental results – Infrastructure
Net profit was $699m, 135% higher than FY22 of $297m
β€’ Higher asset management net profit mainly due to fee structure change & higher
performance fees, partly offset by lower acquisition fees
β€’ Strong operating income growth driven by higher net generation and margins
from the integrated power business
β€’ Fair value gains on sponsor stakes

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3 weeks ago | Report Abuse

@rr88 you are really big sharks!!! 2 days ago RSS volume also not so high

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3 weeks ago | Report Abuse

@dragon328 thank you!!! if 100% Hydrogen, you can sell it as Green/ECO energy to get better price.

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3 weeks ago | Report Abuse

@dragon328 can you explain more on the cost structure of Green Hydrogen ready CCGT with 30% Hydrogen usage compare to non-hydrogen CCGT? how will green hydrogen give higher margin?

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4 weeks ago | Report Abuse

TA TP Rm 2.60 βš’
AmInvest Old TP RM 2.70 βš’
RHB TP Rm 2.95 βš’
MIDF TP RM 2.99 βš’
CIMB TP Rm 3.00 βš’
Kenanga Old TP RM 3.06 βš’
D TP RM3.28 βš’πŸ˜‚
OLD HLIB TP RM 3.90 βš’
MrFox TP > 4.00 βš’
Kenanga New TP 4.10 βš’
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 5.15 😁

Updated TPs

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4 weeks ago | Report Abuse

In a note on Tuesday, Kenanga Research said it was positive on the latest development of the power plant, saying it will boost PowerSeraya’s earnings and improve its environmental, social and governance (ESG) score.

β€œAssuming S$800 million capex with 80:20 debt-to-equity ratio, 21-year concession period and IRR [internal rate of return] of 10%, it would add 13 sen to YTL Power’s SOP [sum-of-parts] valuation”.

β€œSeparately, we revisit our valuation for YTL Power’s data centre investment, benchmarking it against SGX-listed Keppel DC REIT. At present, the market values Keppel DC REIT with a capacity of 300MW in its entirety at an enterprise value of S$4.27 billion or RM14.9 billion, translating to RM49.7 million/MW.

β€œBased on RM49.7 million/MW, YTL Power’s entire 500MW data centre carries a gross value of RM24.91 billion. Having deducted the development cost of RM15.0 billion and discounted to net present value, we arrive at a valuation of RM7.02 billion (versus our previous DCF [discounted cash flow] valuation of RM2.65 billion based on 150MW capacity at a discount factor of 7.8%),” said Kenanga.

Kenanga, which maintained its β€˜outperform’ rating on YTL Power, upgraded its SOP-derived target price (TP) by 34% to RM4.10 from RM3.06 as the research house upgraded its data centre valuation to 86 sen a share from 33 sen a share.

β€œ[We also] added 13 sen/DCF share for the new CCGT plant, and imputed a new YES valuation of 24 sen based on actual book value of RM1.95 billion as per FY2023,” it added.

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4 weeks ago | Report Abuse

@jeffchan1901 TM DC is not AI DC but hyperscale data centre, HDC. A lot of companies is investing heavily in this DC now. @dragon328 the NVDA's CEO will make sure priorities shipment is given to his pet project in Johor. 😁😁😁

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4 weeks ago | Report Abuse

AI DC, SG new PP with Hydrogen, WTE projects etcs, with all the capital intensive project running very soon, look like there will be another "Bonds With Warrants Β· Proposed Offer For Sale" very soon. Hope it will be announced very soon. Last 2 round was in 20-Feb-2000 and 16-Nov-2007.

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4 weeks ago | Report Abuse

TA TP Rm 2.60 βš’
AmInvest Old TP RM 2.70 βš’
RHB TP Rm 2.95 βš’
MIDF TP RM 2.99 βš’
CIMB TP Rm 3.00 βš’
Kenanga TP RM 3.06 βš’
D TP RM3.28 βš’πŸ˜‚
OLD HLIB TP RM 3.90 βš’
MrFox TP > 4.00 βš’
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 5.15 😁

Updated TPs

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4 weeks ago | Report Abuse

@dragon328 just sent to you

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