Latest report by Macquarie dated 3/12/24 ….. Macquarie’s top picks are data centre operator YTL Power, and power utility firm Tenaga Nasional Berhad (TNB). It likes TNB as a beneficiary of rising data centre demand, while it expects YTL Power to commission its AI data centre in mid-2025 with “early access” to Nvidia’s GB200 servers, said Macquarie.

To those who had anticipated a bloodbath and sold this morning, you are now seeing your tears roll upwards instead of down your cheeks!

I have full faith [as clean and honesty with unmatched integrity] in the Management of YTL and will be cleared of any wrongdoings in MACC investigations. Some are just jealous of the Co with evil intention to bring the Co down thru falsehood.

Kedekut dividennya

I totally disagree with the chart too. It does not “match” with many on going business prudent invsmts which potentially cld add more value to the Company.

发啊OTB!

Esos issuance is non issue at all and it does not affect the share performance. The share price performance however is predicated on profit visibility and prospects from the so call sudden increase in demand for hdd and ssd.
In my opinion the present price is at consolidation stage after a long good run. The price will go up IF the coming quarterly results shows a significant improvement. Let’s be patient

Diamond7 thks for the updates

KSeng has no industrial land in Pasir Gudang. However, it has a 208-hectare Tg Puteri Golf resort there. It has on the other hand, 2,382 hectares of oil palm plantation in Ulu Tiram which is within 30km radius from JB City.

Cross o.38 first major hurdle

Cannot up bcos the write up is not convincing… reflect improvement in the quarterly results first, that’s the bottom line. 2ndly profit visibility is not there in the first place… reports are mere projections

Quote from The Star 19-6-2024
""As of June this year, nine data centre projects with a combined capacity of 1,280 megawatts have been completed in the state, while six other projects with an estimated capacity of almost 1,490 megawatts are in the process of being completed.

"On top of that, there are 30 other projects that are in discussion and approval level,” he said in a statement here on Thursday (June 20)."

peroduamyvi ... saya setuju penuh

Hahaha😜NTPM>dataCentre ….. toilet paper usage !!!

evryting is fine. Its quarterly sales down and up thus affecting the NP. One time gain fr sale of land resulted in huge jump in NP in the last qtr. The impt point is aji is a solid co ddespite the land sale.

😎

SEE_Research ..... nuisance postings

KSeng has large track of oil palm plantation in Ulu Tiram etc. Any Data Centre operators planning to nego to be built in of its landbanks?

govt will soon shortlist pte hospitals for healthcare outsourcing from Govt hospitals. The outsourcing covers cardiothoracic surgery, medical imaging, cardiology services & nephrology.

“poor” billionaire ..... i like it. Insas is as good as dead with Inari sprung to it worth currently. same as OSK which is 50% of its NTA. Huzzzz...

Bcos of inari

dead fish jumping alive!

It has reached its fair value around +/- rm2.00

According to reports, jcy is only running at 50% of its capacity

Tan Sri exited too soon; short changed?

It has its niche market tapping on richer segment of populace. Even the middle class and the millennials are attracted for aesthetic services. Buy @ rm0.15.

KS is selling land for Data Centres, prudent investor?

Using His name in Vain is serious.
Exalting His name must in the right manner or else it is deemed to be done in vain.

Al Tugauw …. EPF, PNB funds like ASB, ASM invest in YTLP. These institutions paid excellent yearly dividends. If you are true to yourself, you should withdraw all yr savings/investments with them. I will continue to keep my money there!
US is seen here applying bullying tactics on us. Their Intelligence have evidence of such illegal clandestine movement and we should cooperate & NOT close our eyes.

The point is, doing the right things rationally, not boycott at the expense of progress (advancement of technology & living std). WiseUp bro.

5354_@ why! Group Financial Controller disposed shares, good sign? https://www.klsescreener.com/v2/announcements/view/6919859

tim09@ fair value ex diddv is around 14?

what is the fair value exDividdend, ?

AlTugauw@ stop writing nonsense and just join the bandwagon.

fx115w @
40mw is too small for Microsoft & in my opinion it’s unlikely to be at YTLP DC. MS has long ago owned industrial plots in Serenak Industrial Park or Kulai.

2721@ do keep your buy and sell contract notes for tax purposes. LHDN may well to substantiate any gains even if it was more than 7 yrs. No statute-barred for them to check on gains.

AlTugauw Be a shareholder of TNB and raise your infallible view during its TNB AGM about your theory etc.

Like Siti Kasim said “don’t try to be a hero!”

Just to add addition info abt the Kulai land deal, which was done a premium above the estate’s market value of RM390mil, based on a valuation by CH Williams Talhar & Wong Sdn Bhd.

reported pretax profit RM123,000 i.e. roughly RM1370 daily profit. Frankly it is far worse than any sundry shops in my hometown. It's shameful to all the Board of Directors. Conman.

@AlTugauw
Don’t simply make such claims that KWSP still allowed to invest in this counter that is not only possibly detrimental to the national interest of Malaysia, especially since YTL partners and assists Nvidia, that is building an AI Supercomputer for Israel. Try write to KWSP about your theory etc.

Like Siti Kasim said “don’t try to be a hero!”

Commodity like cocoa has began to move up。

Need Sifu Sifu here for advice:-
1. At current price it is expensive to buy?
2. Wld the share price go up after ex-divd? under present sentiment where banking stocks are performing well?
3. Is RHB a better buy compare to other banking stocks?

@Nepo at current price + sp divdend 2/-, the share cld go beyond 22.00-23.00

Old news

@AlTugauw
Don’t simply make such claims that Nvidia poses security risks to our country. You must substantiate yr claims if called by PDRM. Try write to TNB, KWAP, KWSP about your theory etc.

Like Siti Kasim said “don’t try to be a hero!”

@AlTugauw
Don’t simply make such claims that Nvidia poses security risks to our country. You must substantiate yr claims if called by PDRM. Try write to TNB, KWAP, KWSP about your theory etc.

Like Siti Kasim said “don’t try to be a hero!”

@Yezzy99108 they spent long hours spewing nonsense & vulgarity, even during non market days, crazy. They are scammers'-styled.

Datuk Md Arif Bin Mahmood resigned as Chairman. better for the Group

beinvested what is the moral of the story?

It,s "beyond the reasonable doubt" that YTLP is sure stock to invest.

@AlTugauw forget about politics, it's time to make some to ease daily living expenses. Next be a shareholder of TNB & YTLP and raise your questions in the AGM

Mistral, which is an eight-month-old France-based AI start-up, commanded a valuation of €2 billion (RM10.3 billion) in its latest round of funding.