@UlarSawa, you are right!!! shout too early. 🤣🤣🤣. Stock market is always forward looking.

@dragon328 thank you so much for your sharing. 2025 will be good year for YTLP

@dragon328 CoreWeave will have about 45,000 GPU (NVIDIA HGX H100) in 2024, with each GPU rent @ USD4.76 per hour. If 90% of the capacities is on rent, it will generate about USD1.688Billion of revenue in 2024. How do you think YTL AI DC of 100MW will be like when all is deployed? Conservative guess will do.

https://www.ytlaicloud.com YTL AI CLOUD, YTL Creates One of the World’s Most Advanced Supercomputers, Powered by NVIDIA Grace Blackwell-based DGX Cloud

Global Network of Blackwell Partners
Blackwell-based products will be available from partners starting later this year.

AWS, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will be among the first cloud service providers to offer Blackwell-powered instances, as will NVIDIA Cloud Partner program companies Applied Digital, CoreWeave, Crusoe, IBM Cloud and Lambda. Sovereign AI clouds will also provide Blackwell-based cloud services and infrastructure, including Indosat Ooredoo Hutchinson, Nebius, Nexgen Cloud, Oracle EU Sovereign Cloud, the Oracle US, UK, and Australian Government Clouds, Scaleway, Singtel, Northern Data Group's Taiga Cloud, Yotta Data Services’ Shakti Cloud and YTL Power International.

https://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing

https://theedgemalaysia.com/node/705069
KUALA LUMPUR (March 19): YTL Power International has set up YTL AI Cloud, a specialised provider of massive-scale graphics processing unit (GPU)-based accelerated computing, to deploy and manage one of the world’s most advanced supercomputers on Nvidia Grace Blackwell-powered DGX Cloud, an artificial intelligence (AI) supercomputer for accelerating the development of generative AI.

In a statement on Tuesday, YTL Power said it is among the first companies to adopt the Nvidia GB200 NVL72, which is a multi-node, liquid-cooled, rack-scale system with fifth-generation NVLink.

It said the supercomputer will be interconnected by the Nvidia Quantum InfiniBand networking platform.

The platform acts as a single GPU with 1.4 exaflops of AI performance and 30TB of fast memory, and is designed for the most compute-intensive workloads.

The YTL AI Supercomputer will surpass more than 300 exaflops of AI compute, making it one of the fastest supercomputers in the world.

Nvidia founder and chief executive officer Jensen Huang said Nvidia is working with YTL AI Cloud to bring a world-class accelerated computing platform to Southeast Asia, helping to drive scientific research, innovation and economic growth across the region.

““This latest supercomputer marks one of the first deployments of the NvidiA GB200 Grace Blackwell Superchip on DGX Cloud, supporting the growth of accelerated computing in the Asia-Pacific region,” he said.

YTL Power managing director Datuk Seri Yeoh Seok Hong said the company is proud to be working with Nvidia and the Malaysian government to bring powerful AI cloud computing to the country.

“We are excited to bring this supercomputing power to the Asia-Pacific region, which has been home to many of the fastest-growing cloud regions, and many of the most innovative users of AI in the world,” he said.

The YTL AI Supercomputer will be located in a 1,640-acre (663.68-hectare) data centre facility in the YTL Green Data Center Campus, Johor, powered by a renewable energy source from its on-site 500MW solar power facility.

This supercomputer will help meet the demand for highly scalable, high-performance cloud-based solutions for AI and machine learning workloads. Johor is within 50km from some of the world’s densest network interconnection points in neighbouring Singapore.

YTLP NSP reduce to 24,120,969

NSP reduce on 08-Mar-2024 6742 YTLPOWR YTL POWER INTERNATIONAL
BERHAD 26,671,269

YTLPOWR YTL POWER INTERNATIONAL
BERHAD NSP 27,922,946

@newbie2y you are most welcome.

https://acrobat.adobe.com/id/urn:aaid:sc:AP:8e511a14-99e1-4b90-884e-ef85fd9f114c

Yesterday briefing PPT. For long term shareholder.

@Apple888 yes

@gohkimhock Business in China is not so easy, Q4FY2023 there is a impairment of RM11M for China operation, without this impairment profit will be at RM46Million. I would prefer selling more LCO2 to SG and other country.

MSCI inclusion after 450pm. HUGE volume, rebalancing of portfolio.

Look like most analysts very bullish after today management briefing, tomorrow more will update the TP.

https://www.youtube.com/watch?v=Rk3nTUfRZmo

Understand How Microsoft using the Nvidia H100 in Azure.

Extract from Q4 report. >>>>>
The Groupís total debt reduced to RM188.0 million as at 31 December 2023 against RM245.0 million as at 31 December 2022. The reduction in debt was
mainly due to the repayment of borrowing in Malaysia and Singapore. The notable improvement in net cash balance to RM81.0 million in 2023 from
RM14.9 million in 2022 attributed primarily to both debt repayment and the proactive utilisation of working capital.
Consequently, the Group's financial position remains strong and healthy with gearing ratio at 0.56 times.
>>>>>>
Free cash flow of RM100M for 2023.

FPE of 12

earn 102.65 millions in 2023. sales 1.6 B.

https://www.youtube.com/watch?v=a_tXcmEeGxo
Quick Tour of NVIDIA DGX H100, watch this.

@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.

after 29Feb2024, Call warrant expired date end Feb.

now you see the power of foreign fund!!!

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 😁
Affin Hwang TP 2.70 ⚒

Source: Bloomberg/The Edge

@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.

@dragon328 can pm me Hong Leong report?

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

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

@wkc5657 thanks for the update!!!

@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

Q4 result out on 28Feb2024

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

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

@dragon328 managed to compare sembcorp H1 and H2 results?

hammer

anyone can confirm the Q2 earning release date?

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.
• 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).
• Local institutions continued their trend of net selling
domestic equities for the fourth consecutive week,
totalling RM277.5m.
• 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.
• 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

NSP @ 8,264,115 shares

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.
• 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).
• 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).
• Local retailers resumed net selling on Bursa Malaysia
at -RM124.1m after briefly engaging in net buying of
RM9.5m the week before.
• 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.

@dragon328 well say brother!!!

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

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

@xiaochen @HumptyDumpty you are most welcome!!!

@xiaochen read her the report https://www.midf.com.my/reports

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

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.

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

RSS Vol 392,800
RSS Val 1.63M

Not much active short seller today.

@dragon328 thank you so much!!!