Almost all sources of business revenues and profits are derived from OVERSEAS subsidiaries and assets.
With the increasing rising FX value of our RM YTLPOWR 's quarterly profits will be badly affected/depressed. Especially from Singapore's SERAYA POWER

SEPTEMBER IS HISTORICALLY THE WORST MONTH FOR US STOCK MARTS.
ESPECIALLY WHEN THESE ARE STILL AT THEIR HIGHS POINTING TO OVERVALUATIONS N HYPES.
BRACING MYSELF FOR DEEP CORRECTIONS (PREMISED ON THE ABOVE ANALYSIS).
TO BUY BACK AT MORE OPPORTUNE TIMES

[04/09, 05:01] Darren Liew: ALL 3 INDEXES SHARP DROPS PLUS MANY MORE VERY CHEAP 0.70 SEN ONLY ESSOS LISTINGS = INTENSIFIED SELLINGS NEXT FEW WEEKS
[04/09, 06:17] Darren Liew: https://markets.businessinsider.com/news/stocks/stock-market-outlook-september-season-fed-cuts-election-investing-2024-8
[04/09, 06:18] Darren Liew: https://www.cnbc.com/2024/09/03/tom-lee-whos-been-correctly-bullish-turns-cautious-and-sees-7percent-10percent-pullback.html

[04/09, 05:01] Darren Liew: ALL 3 INDEXES SHARP DROPS PLUS MANY MORE VERY CHEAP 0.70 SEN ONLY ESSOS LISTINGS = INTENSIFIED SELLINGS NEXT FEW WEEKS
[04/09, 06:17] Darren Liew: https://markets.businessinsider.com/news/stocks/stock-market-outlook-september-season-fed-cuts-election-investing-2024-8
[04/09, 06:18] Darren Liew: https://www.cnbc.com/2024/09/03/tom-lee-whos-been-correctly-bullish-turns-cautious-and-sees-7percent-10percent-pullback.html

https://www.cnbc.com/2024/09/03/tom-lee-whos-been-correctly-bullish-turns-cautious-and-sees-7percent-10percent-pullback.html

Let's wait and see. Let the market forces do their work

Relief rally in Nvidia cannot hide likelihood stock has entered bear market territory after losing nearly $800 billion https://finance.yahoo.com/news/relief-rally-nvidia-cannot-hide-162938637.html
DESPITE REBOUNDS IT IS NOW IN BEAR TERRITORY

Agree.

Testing

WAITING FOR MORE MULTI MILLION CONTRACTS FROM TNB TO BE ANNOUNCED TO BUILD ELECTRICAL SUB STATIONS TO PROVIDE POWER TO THE MANY Ai Data Centres being built/to be built by DC developers. EITA is TNB's trusted N experienced contractor for Sub Stations

EITA'S traditional business will also improve with the Johor economy booming due to its Spore/Johor Special Economic zone being set up, it's completion of its RTS which will greatly ease N speed up access to Johor leading to increasing influx of visitors/ Spore residencies,. This will lead to more shopping malls, office complexes and apartments to be built . All these will result in greater N more profitable business for EITA's elevator, lifts, maintenance works.
All things are looking good for EITA'S business prospects and profits

EITA will also get booming demand for it's BUSDUCTS (a critical equipment for DC buildings) from DC owners.
Both increasing contracts for electricity Substations from Tenaga, Sarawak Energy and Spore govt and increasing sales of it's BUSDUCTS will benefit EITA's business revenues N profits and these will be positive catalysts to drive up EITA's share price

EITA now in the right place to benefit from the booming construction of Ai Data Centres. It's coming Q results will be good/better due to the multiple multi million RM electrical contracts for substations from Tenaga, Sarawak Energy and Singapore Govt. Under Tenaga's RM90 BILLIONS Capex over 6 years to widen it's electric grid EITA will get multiple contracts for sub stations.

https://klse.i3investor.com/web/blog/detail/DCwinner/2024-06-17-story-h-158929675-IS_THIS_THE_NEXT_BIG_WINNER_OF_DATA_CENTER_AND_SUBSTATION_BOOM_IN_MALAY

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

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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