@cheeseburger not only infrastructure but Eco system as well to support the growth of AI Hub.

https://theedgemalaysia.com/node/693297

20 Billion project with Nvidia. big capex.

https://www.tradingview.com/x/jprbTN6n/


Next week 2.50???

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YTL Power confirms collaborating with Nvidia to build AI infrastructure in Malaysia
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YTL Power confirms collaborating with Nvidia to build AI infrastructure in Malaysia
By theedgemalaysia.com / theedgemalaysia.com
08 Dec 2023, 07:07 pm

main news image
KUALA LUMPUR (Dec 8): YTL Power International Bhd has confirmed that is going to collaborate with Nvidia Corp to build an AI data centre powered by the US-based graphics chip giant’s technology, bringing the fastest supercomputers to Malaysia by the middle of 2024.

The data centre will be owned and managed by YTL Power’s 60%-owned subsidiary YTL Communications Sdn Bhd, and be anchored at YTL Power’s 500MW renewable energy-powered Green Data Centre in Johor, according to the utilities group’s statement on Friday.

“YTL will deploy NVIDIA H100 Tensor Core GPUs, which power today’s most advanced AI data centres, and use NVIDIA AI Enterprise software to streamline production AI. NVIDIA AI Enterprise includes NVIDIA NeMo, an end-to-end, cloud-native framework for building, customising, and deploying generative AI models from anywhere,” YTL Power said.
“NVIDIA H100 GPUs deliver industry-leading generative AI and can speed up large language models (LLMs) by an incredible 30X compared with the previous-generation GPUs,” it added.

While Huang declined to confirm or deny the news reports, it is learnt that YTL and Malaysian Investment Development Authority (Mida) might be making some announcements later on Friday.

https://theedgemalaysia.com/node/693234

https://www.tradingview.com/news/reuters.com,2023:newsml_L6N3D3056:0-nvidia-in-talks-with-malaysia-s-ytl-on-data-centre-deal-sources/

YTLPower net short position fell to ZERO. Look like bull is back.

anyone joining tomorrow AGM?

post dividend payment, it is normal to see some selling.

@calvintaneng time will tell whether you are right or not.

@calvintaneng When you have contracting UHP facilities value of several hundred million per quarter, expected to have high current liabilities, if you look at overall picture, gearing(times) actually reduced from 1.01 to current level of 0.73. Long term is increase due to the construction of 2 LCO2 plants, which will be the next cash cow.

@calvintaneng page 4 of the latest Q3 2023 result on the cash balance at end of period.

@calvintaneng with yearly revenue of nearly going to be RM1.5 Billions and with TOTAL overdue payment of RM28Millions. Impairment of RM12Milions. NOT OVER DUE amount of RM354,835,000. I think the collection is not an issues here. When Revenue growth, receivable will growth, it will take time normalize the amount to a stable value. I don't see significance increase for the last 4 quarter on the receivable side. KGB is growing at ROE of 27% now. With latest cash balances of 188,178,000, compare to 1 year ago cash balances of RM82,451,000.

These data is from section B.12 of the quarterly report.

@calvintaneng
See the data for Not Due, Past Due < 3 months, 3-6months Due, > 6 monts, > 1 years for the last few quaters.
Not Due Past Due < 3 months 3 - 6 months 6 month to 1 year > 1 year Imparied Total
Q1 2022 $128,586,000 $24,820,000 $163,000 $1,010,000 $5,020,000 $9,564,000 $169,163,000
Q2 2022 $283,487,000 $42,935,000 $1,225,000 $83,000 $2,114,000 $9,690,000 $339,534,000
Q3 2022 $289,354,000 $55,560,000 $1,127,000 $1,137,000 $1,355,000 $9,608,000 $358,141,000
Q4 2022 $323,139,000 $61,066,000 $3,139,000 $2,497,000 $9,564,000 $399,405,000
Q1 2023 $294,701,000 $37,154,000 $4,119,000 $1,771,000 $9,564,000 $347,309,000
Q2 2023 $303,981,000 $14,220,000 $1,704,000 $4,210,000 $11,115,000 $335,230,000
Q3 2023 $354,835,000 $18,962,000 $6,530,000 $2,794,000 $12,156,000 $395,277,000

The worse impairment will be the 12millions due > 1 year. When business grow bigger, revenue higher, of course there will be more receivable. As long as you can collect it without affecting cash flow, you are ok. At one point they will need to impair the 12millions.

@MrFox Yes. You are right.

@hoplanner net short position show how the market think of the current share price, if they think it is to high and it will correct, then the more they will short sell the share to gain on the price difference.

@mmk79 https://www.bursamalaysia.com/market_information/market_statistic/securities

net short reduce to 9,153,464

https://www.tradingview.com/x/PYW9B087/

Tomorrow will gap up.

FTSE Bursa Malaysia Index Series
Semi-Annual Review December 2023 - Preliminary Result
29 November 2023
FTSE Russell announces the following semi-annual preliminary changes to the FTSE Bursa Malaysia KLCI Index and
FTSE Bursa Malaysia Mid 70 Index. The changes will be applied after the close of business on Friday, 15 December
2023 and will be effective on Monday, 18 December 2023.
Constituent changes can be accessed via the attachment below:

Inclusions

Company Name Local Code SEDOL
YTL Corp 4677 6436126
YTL Power International 6742 B01GQS6

Exclusions

Company Name Local Code SEDOL
Dialog Group 7277 B00MRS2
Westports Holdings 5246 BDFM1K8

@calvintaneng kindly read AR2022 Page 134, Section 2.3.3, R6 to get a clearer picture

以下是芒格留给投资者的10大金句：

1.我这辈子遇到的聪明人，没有不每天阅读的，没有，一个都没有。

2.你想得到某样东西，最好的办法是让自己配得上它。

3.不要与一头猪摔跤，这样你会全身弄脏，对方却乐此不疲。

4.大多数人都太急躁，担心太多。成功需要很冷静和耐心，机会来临时也要有足够的进取心。

5.最重要的不是你摸到什么牌，而是你能不能把手里的牌打好。

6.多谈谈你的失败历程，少吹嘘你的成功经历，这样对你好。

7.什么事往简单处想，往认真处行。

8.要赚大钱，不是买或卖，而是等待。

9.聪明人也不能免于过度自信带来的灾难。他们认为自己有更强的能力和更好的方法，所以往往在更艰难的道路上疲于奔命。

10.很多智商高的人是不好的投资者，因为他们的性格有缺陷。我认为好的性格比大脑更重要，你必须严格控制那些非理性的情绪，需要冷静、自律，也不能被狂喜冲昏了头脑。

​芒格

Look at section 12 of last quarterly results for receivable dues.

Big chunk, Not past due amount is 354,835,000.
So not much to worry yet.

@OTB https://finance.yahoo.com/news/opportunity-ytl-power-international-berhads-022543455.html this is from simply-wallstreet.

@dragon328 agree with you on comparing TNB and Malakoff which is more sectorial comparison then general comparison. I think a better comparison will be among the FBMKLCI counter once it is in the index. No matters how you compare, it is still undervalue. hahaha. Local investment bank make a lot of money on these call warrants to cater for "certain needs". Based on Yahoo finance DCF model, YTLP should be at what fair price?

@dragon328 PCHEM and PMETAL is under utilities sector?

reach ATH of 1.89!!!

@feiloh that are the risk, but it quite low unless liquidity is an issue. if not included price will move south till next quarterly result.

@dragon328 you are most welcome @Plantermen yes, consolidation usually happened post earning, another 9 days most likely will be announced inclusion into FBMKLCI. Post inclusion might see some movement. Most local index fund will need to mimic their portfolio accordingly.

https://theedgemalaysia.com/node/691420

Jordan explores alternatives to Israeli gas amid supply concerns

come Q4, KGB net profit for FY2023 will hit RM100 Millions, with higher net margin of 8% and cash above 188 Millions. Lot of interest will be draw onto it.

https://www.tradingview.com/x/OPXBwGG2/

Moving towards adjusted ATH of 1.81

@slts TP 4++ is for FY2025 not FY2024, when all the earning coming in.

@5354_ today purchase at 89 cents. overall still below 0.622 cents

@xiaochen look like Ranhill is the clear target to be taken over. Today purchase is @ RM0.89

Name YEOH TIONG LAY & SONS HOLDINGS SDN BHD
Address 33rd Floor, Menara YTL
205 Jalan Bukit Bintang
Kuala Lumpur
55100 Wilayah Persekutuan
Malaysia.
Company No. 197901000671 (44947-D)
Nationality/Country of incorporation Malaysia
Descriptions (Class) Ordinary Shares
Details of changes
No Date of change
No of securities
Type of Transaction Nature of Interest
1 23 Nov 2023
37,397,791
Acquired Deemed Interest
Name of registered holder SIPP POWER SDN BHD
Address of registered holder 33rd Floor, Menara YTL 205 Jalan Bukit Bintang 55100 Kuala Lumpur Wilayah Persekutuan
Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred Acquisition of shares
Nature of interest Deemed Interest
Direct (units)
Direct (%)
Indirect/deemed interest (units) 280,727,137
Indirect/deemed interest (%) 21.77
Total no of securities after change 280,727,137
Date of notice 24 Nov 2023
Date notice received by Listed Issuer 24 Nov 2023

0 seconds ago

@xiaochen give it a few days for market to digest the news, once it is in FBMKLCI, price will be more stable. Where to get components stock with FY2024 FPE of below 6.0

Now RM 2.33
TA CIMB TP Rm 2.40
RHB TP Rm 2.72
AmInvest AffinHwang TP RM 2.70
Kenanga TP RM 2.82
MIDF TP RM 2.99
HLIB TP RM 3.90

RHB new TP 2.72

@dragon328 well done!!!

HLB Analyst so fast upgrade!!!

@probability @dragon328 thank you so much. Look like will gap up instead of gap down.

@dragon328 any reason for such a good margin for SG power generation this Q1'24 compare to Q4'23?

Q1'FY24
Power generation
Revenue 3,796,295,000
Profit 1,025,142,000

Q4'FY23
Power generation
Revenue 5,246,420,000
Profit 1,067,262,000

superb update @dragon328

Q11FY24
Power generation
Revenue 3,796,295,000
Profit 1,025,142,000

Q4'FY23
Power generation
Revenue 5,246,420,000
Profit 1,067,262,000

Comparing the major earner Power Generation in SG, Q1'FY24 is seeing better margin for power generation business, this should be sustainable thru-out FY24 and FY25. This is something very positive, as long as SGD is strong at current level.

@MrFox it is better than good.

@MrFox It is above most analyst expectations.

@OnTime 1.1B is referring to the Q4 result.

@OnTime sorry which post?

EPS 0f 4.91 this Q. very good

@slts which analyst or where you get market expectations of 1.1B per quarter?