https://theedgemalaysia.com/node/706237

https://m.economictimes.com/markets/stocks/news/time-to-be-worried-about-overvaluations-in-equities-other-assets-jim-rogers/articleshow/108548546.cms
WORRIED ABOUT OVERVALUATION

https://m.economictimes.com/markets/stocks/news/time-to-be-worried-about-overvaluations-in-equities-other-assets-jim-rogers/articleshow/108548546.cms
WORRIED ABOUT OVERVALUATION

https://edition.cnn.com/2024/03/27/investing/premarket-stocks-trading/index.html

https://markets.businessinsider.com/news/stocks/stock-market-crash-outlook-smart-money-sp500-bubble-correction-recession-2024-3

MY PERSONAL OPINION.


TIME TO BE VERY CAUTIOUS BCOS A NEAR TERM BIG CORRECTION IN THE US STOCK MARKETS CAN ALSO SEVERELY DAMAGE OTHER STOCK MARKETS INCLUDING BURSA MALAYSIA.
SAFER TO WAIT FOR DEEP CORRECTIONS AT LOWER SHARE PRICES BEFORE BUY . SEE RELEVANT ARTICLES BY RENOWNED STOCK INVESTMENT GURUS/EXPERTS

LIKELY NEAR TERM BEST STRATEGIC MOVES/ACTIONS BY YTLPOWR IN CONNECTION WITH ITS NEW HUGE VALUABLE PROJECTS/GROWTH ENGINES.
MY RESEARCH BASED ON MY COMPILATION OF REAL FACTS N FIGURES AND PROSPECTS (including projections of huge cash inflows, big capital gains, greatly increased profits and special dividends) ARE NEARING COMPLETION.
WILL BE ABLE TO COMPLETE MY RESEARCH SOON. HOPE ABLE TO MAKE MY HUMBLE PRESENTATION ASAP.
THANK YOU ALL


darrenliew

953 posts

Posted by darrenliew > 12 minutes ago | Report Abuse

YTLPOWR WILL DO VERY WELL WITH THESE NEAR TERM STRATEGIC CORPORATE MOVES AND ACTIONS

<
1
>
Post a Comment

YTLPOWR WILL DO VERY WELL WITH THESE NEAR TERM STRATEGIC CORPORATE MOVES AND ACTIONS

LIKELY NEAR TERM BEST STRATEGIC MOVES/ACTIONS BY YTLPOWR IN CONNECTION WITH ITS NEW HUGE VALUABLE PROJECTS/GROWTH ENGINES.
MY RESEARCH BASED ON MY COMPILATION OF REAL FACTS N FIGURES AND PROSPECTS (including projections of huge cash inflows, big capital gains, greatly increased profits and special dividends) ARE NEARING COMPLETION.
WILL BE ABLE TO COMPLETE MY RESEARCH SOON. HOPE ABLE TO MAKE MY HUMBLE PRESENTATION ASAP.
THANK YOU ALL

Testing

Dragon328 Tq for your very insightful write up and computation on YTLPOWR'S Brabazon devt project.
I wish to add something which many may not be aware.
I.e. UK policy practice in NOT ALLOWING property developers to recognise all sales Incomes and profits into their financial accounts UNTIL AFTER certified completion of the units sold and keys delivered to the purchasers. This will take 3 to 4 years to be legally fulfilled.
Hence YTLPOWR will not be able to show the sales revenues and profits from this UK project in their quarterly/yearly financial results until after 2026 or 2027.
This a true situation which can be verified by referring to EWINT's projects in UK where their directors gave explanations when releasing their quarterly results as to why their company suffered losses or made less.
So we will have to wait for a few years before we can see the financial contributions from Brabazon.
(Just wish to share knowledge and awareness)
Tq

1Q EPS 10.47 SEN (30/9/23)
4Q EPS 13.95
(30/6/23)
YES ITS 1Q DID DROPPED BACK BUT NOTE THAT ITS PRECEDING Q PROFIT JUMP WAS DUE TO ITS LARGE EXTRAORDINARY GAIN FROM SALE OF ITS OVERSEAS SUBSIDIARY.
HENCE THE LATEST 1Q AT 10.47 EPS WAS WITHOUT THE FINANCIAL BENEFIT OF SUCH EXTRAORDINARY GAINS.
HENCE MY CONFIDENCE IN THE 2Q PROFITS TO BE RELEASED THIS FRIDAY

Hence can look forward to it's very good results N profits for its 2Q to be announced this Friday

Very good profits based on it's significant increase in 1Q's EPS of 10.47 sen (against 2.45 sen in the previous corresponding 2Q) and this was achieved without any extraordinary gains. PowerSeraya's profit margins remained very good to even improved having locked in their power sales contracts at high rates for several years upfront (while their costs stayed steady) Skillful management

YTLPOWR'S 2 QUARTER RESULTS THIS COMING FRIDAY WILL VERY GOOD WITH THE HEALTHY INCREASE IN PROFITS BY ITS SPORE SUBSIDIARY PowerSeraya which will be further boosted by the very favourable SGD exchange rate 3.55 to RM and with all the other subsidiaries'' business results improving

Wow. High of 4.10
Jun sweet sweet, mei mei
Cantek elok
Beautiful and exciting to see the price UPTREND continuing

MrFox
Congratulations again for your wise and strategic move to add more YTLPOWER shares yesterday.. The coming 2q results will be excellent with big increases in revenues N profits.
With good prospects for even better results in all future quarters accruing from more big quality projects being rolled out. Recalled your price target at RM5.50. My personal one is RM5.88 and I was so happy N proud to receive the well respected analyst Dragon328's consensus backing my price target based on just the still reasonable P.E of 12× (rom the present 10×) Can be achieved or even surpassed with more n more excellent results on more growth engines firing up

@ Mr Fox
Congratulations for your adding more YTLPOWR. You deserve to win big with this fundamentally sound share as this Utility company will become one of the top performer as it's greatly increasing profits will be highly enhanced with its multiple projects being rolled out in the months and years ahead.
We all join you you to reap it's huge financial success and rewards.

YTLPOWR has many valuable and EPS enhancing projects in its pipeline waiting to be progressively rolled out Ihe coming quarters n years.
It's technical expertise in power utilities and data centre managed by a highly professional team will make YTLPOWR into a top performer of Bursa. That's why the Singapore Govt awarded it the 600 MV Hydrogen gas plant and also the reason why the world's top.AI company NVIDIA had selected YTLPOWR as it's partner in Malaysia (via YTLPOWR Data Centre in JOHORE)

My comments above speaks well of the skillful and professional management of the YTLPOWR/YTL Group

I believe @MOBAjob cogent explanation plus my statement of YTLPOWR's ring fencing all its overseas subsidiaries's debts will allay any concerns on its overall debts. No worries

Hi

Hi

Moreover all YTLPOWR'S debts had already been safely taken care of through RING FENCING all individual subsidiaries ' debts.
Please refer to an earlier comprehensive analysis on this important issue

@MOBajob
Well explained

Hi

Hi

TO DRAGON 328, CAPTAIN MABEL, OTB , AND ALL THE ALL THE LOYAL SUPPORTERS OF YTLPOWR',
Gong Xi Fatt Choy
Wish all of us a very fruitful year as strong loyalists of YTLPOWR's excellent journey to become a top performer of Bursa bringing abundant financial benefits to all its shareholders

@Dragon 328
Tq for corrections and views which are well appreciated.
Very happy (and proud with your considered consensus on my projected fair price valuation of 5.88 in the months ahead based on the higher (still reasonable) PE of 12×)

Now a good price rebounding to 4.01 after absorbing the spellings. Speaks well of YTLPOWR's strong fundamentals ,, increasing profitability and lots of promising projects progressively being rolled in the quarters and years ahead. All the best to all loyal YTLPOWR's shareholders

Mabel.
Tq for your insights N comments on technical analysis and other comments.
Good to learn

SGD 3.55

@MOBAjobg
Tq for pointing out. Ok. 5.69 is just as good.
Our YTLPOWR's big valuable utilities assets located overseas like Spore and UK will bring great financial benefits riding on the additional favourable FX rates of SGD 5.55 and UK sterling 6.03. YTLPOWR's profits for the next quarters will be very good

Dragon328 is the best analyst who can give tangible N plausible factors for his bullish projections for YTLPOWR's improving businesses and profits. I will try to add in my projections.
Expecting higher EPS of 15.47 for its coming 2Q (topping it's 1Q's 10.47) boosted by increasing profits from PowerSejraya Spore and all round improvement in its other utilities assets. Will be further boosted by the very favourable FX rates eg, SGD @ 3.55 , pound Sterling @ 6.03.
My personal projections of a total EPS of 56.88 Sen (10.47 1Q + 15.47 for its next 3Qs) at P.E. of 10× = fair priced valuation of RM5.88.
HLIB gave it's previous best price target of 3.95. Now revised up to 5.15 and this will again be achieved.
I think my higher valuation can also be reached. Tq

Pre CNY RALLY

Pre pay rally from tomorrow onwards.
YTLPOWR will be generate its own great POWER for a powerful sustained share price UPTREND riding on its expected excellent 2Q results to be announced on 23/2 plus the positive unfolding of its business growth NEWSFLOWS including the increasing profits from PowerSejraya Spore, the progress in its Data Centre in Johore and it's TIE-UP with Nvidia and the improving business prospects in.all it's other utilities subsidiaries.
Multiple promising projects in its pipeline. YTLPOWR the stellar performer in Bursa

OF COURSE FOR THE IMMEDIATE NEXT FEW QUARTERLY RESULTS YTLPOWR WILL CONTINUE TO REPORT INCREASING PROFITS DUE TO THE BIG PROFIT CONTRIBUTIONS FROM SINGAPORESERAYA POWER SUBSIDIARY ESPECIALLY WITH THE SIGNIFICANTLY HIGHER SGD/RM FX REACHING 3.55
THE COMING 2Q RESULTS ON 23/2/24 WILL BE VERY GOOD

AI boom the driving force for stellar growth in business N profits will greatly benefit YTLPOWR Data Centre TIE-UP with Nvidia

Palantir is poised to surge 80% as the company remains an 'undiscovered gem' of the AI boom, Wedbush says
Yuheng Zhan Feb 7, 2024, 1:34 AM GMT+8

Share

Save
Read in app

Nvidia hits record high as Goldman Sachs boosts PT on AI prospects

AN A.I/DATA CENTRE TIE-UP AMONG NVIDIA'/SINGTEL/YTLPOWR WILL BE GREAT. A GREAT BUSINESS POSSIBILITY WITH HUGE ECONOMIC/FINANCIAL BENEFITS FOR ALL

For the world's leading AI company, NVIDIA to select YTLPOWR as a partner speaks very well for YTLPOWR 's sound fundamentals and excellent professional management.

Singapore Singtel is also in partnership with NVIDIA. Singtel in considering to venture in Malaysia too. Could Singtel made use of YTL POWER 's infrastructure in Johor due to close proximity in distance ?
Singtel price in Singapore dollar about SGD 2.37 around RM8.40 (2.37 x 3.54)

Very likely, good prospects,
Great potential especially with increasing cooperation and economic integration with Singapore s economy, eg RTS, SPECIAL ECONOMIC ZONE, FINANCIAL HUP, HSR N many more economic/financial spin-offs for both Malaysia N Spore.
YTLPOWR will do very well for many years ahead😄😅😍

Palantir stock jumps 19% as AI demand drives revenue beat
PUBLISHED MON, FEB 5 20244:02 PM ESTUPDATED 4 HOURS AGO

A.I. is a Tidal Wave - Here's What to Buy
BUY AND KEEP
YTLPOWR 😍😂😍

One analyst gave fair value target price as 1.10.
Still an attractive upside margin.
Also a fundamentally very strong and safe stock with good business growth N satisfactory DY

Was looking for a stock with existing good fundamentals which will become stronger in the years to come based on current excellent financial results which will become better N better with recent news on business expansion N diversifications.
Found it in YTLPOWR.
Thank you all for all the info and analysis presented in this forum

A SIMPLISTIC COMPARITIVE LOOK AT THE FUNDAMENTALS OF 2 PROPERTY DEVT COMPANIES:-
==============================================================
Mah Sing Eco World
----------- -----------
Share price 0.61 0.81
EPS (sen) latest Q ) 2.06 1.94
Dividend (sen) latest Q 3 2
GDV (RM/Billions) 2.2 2.2
NTA (RM) 1.49 1.63
My personal views :
=============
1) Mah Sing's share price seems to be undervalued
2) Upside potential for Mah Sing's share price to at least catch up to Eco World's 0.81 ( a 33% upside)
3) Fundamentals and business of both companies are sound

A SIMPLISTIC COMPARITIVE LOOK AT THE FUNDAMENTALS OF 2 PROPERTY DEVT COMPANIES:-
==============================================================
Mah Sing Eco World
----------- -----------
Share price 0.61 0.81
EPS (sen) latest Q ) 2.06 1.94
Dividend (sen) latest Q 3 2
GDV (RM/Billions) 2.2 2.2
NTA (RM) 1.49 1.63
My personal views :
=============
1) Mah Sing's share price seems to be undervalued
2) Upside potential for Mah Sing's share price to at least catch up to Eco World's 0.81 ( a 33% upside)
3) Fundamentals and business of both companies are sound