Mr OTB,respect.

Yes,every revision of target will be higher than the last.


Goldberg

YTL POWER - De-coding DC Earnings


Source : AmInvest

Stock : YTLPOWR
Price Target : 6.25
Price Call : BUY
Last Price : 4.88
/Downside : +1.37 (28.07%)

Investment Highlights

We maintain BUY on YTL Power International (YTLP) with a higher SOP-based fair value of RM6.25/share vs RM5.10/share previously. Our revised fair value implies FY25F PE of 16x and FY26F PE of 13x. We ascribe a 3-star ESG rating to YTLP.

When foreign brokerages started to upgrade chinese stocks recently,china/hk mkts flew non stop,even whilst dow was plummeting.This is the power of foreign coverage.

Foreign Ib baru start coverage.Wait for the heavyweight JP Morgan write up.

In conclusion every new target will be higher than the last.

Tq dragon

Totally agree with Mr OTB's outlook.Smart investors would hv taken the cue when Pmx instructed Khazanah to invest in local mkt days ago.Pmx will not throw RM3 bil into the sea.

Aiks sayonara ady ka,btw who here will miss you,except those bilis who were misled by you n missed out of the opportunity to buy a great stock at lower prices.Am sure those bilis are cursing you now.

Smart ppl will use their time wisely to look for great multi bagger like YTLP.Conversely re tards will throw away their time to campaign against it.Kena padan muka is the hobby of re tards la.

Low iq ppl cant be saved.

When proven wrong ks55 n ular left gentlemanly.Now left one re tard fighting here in a battle that cant be won.

Ular hui lai.Wakakaka

the more data centres,the more power is needed,no wonder tenaga n ytlp are unstoppable
https://youtu.be/YaEG2aWJnZ8?si=Txy9GViB7IqxPgUv

Who to partner for jv in msia for Microsoft except Ytlp.Jensen has ady done the due diligence.

https://www.nst.com.my/business/economy/2024/05/1045399/microsoft-invest-rm105bil-malaysias-cloud-and-ai-infrastructure#utm_source=insider&utm_medium=web_push&utm_campaign=template_news_copy_8&webPushId=MjI1OTk=

Tribute to OTB and Dragon328.
https://youtu.be/YaEG2aWJnZ8?si=YVQzQ5vxmhc6Mcbv

Ular hui lai wakaka

The longer the consolidation the greater the spike.

break out of 2.8 will see 3.3....pmx 's semicon masterplan beneficiary this

big tax breaks and other incentives coming for silterra....

https://www.thestar.com.my/news/nation/2024/04/16/miti-to-draw-up-comprehensive-semiconductor-strategic-plan-says-pm-anwar

khazanah sapu dnex,syed can stand aside...lol

https://www.nst.com.my/news/nation/2024/04/1041201/economists-announcement-rm3bil-investments-local-funds-will-boost

Today oil dropped whole day keyfield closed highest,when oil spikes guess what will happen.

Interestingly,the 2 mkts opened today are both green,they are saudi n israel mkts.

Will Dnex spring another china surprise? or foxconn surprise?

Dnex doesnt have much debt n is well connected.Petronas awarded 2 msian oil fields to dnex,Meranti n A cluster.Dnex has secured jobs frm govt depts such as IRB.Khazanah even sold Silterra to dnex.Management has vowed to churn up turnover to RM2 bil either this yr or next.Something big is coming for the ceo to talk as such.

Noted n tq Mr OTB.

Mr OTB,whats your view of dnex? it has oil it has semicon (fab) n has consolidated.

Yes.PMX has just instructed them to do a strategic semicon plan.https://www.thestar.com.my/news/nation/2024/04/16/miti-to-draw-up-comprehensive-semiconductor-strategic-plan-says-pm-anwar

Mana tahu,funds may come in to seek a safe haven.

If oil rises more due to mid east tensions n china recovery,Msia shud not do too badly.after all we are net oil exporter.

Thank you for your insights Mr OTB.Yes,no humans can predict mkts,thats for gods to do.
You have become the no.1 i3 forummer,thats the reason all tom dick n harry want to challenge you. Do not be upsetted by them.You should instead feel honoured. :)

Mr OTB,how do you see the breaking down of sp500 n nasdaq? Will they continue to trend down n in turn affect the world mkts including bursa? What about Nvidia?

Meranti block in msia will draw first oil in 2024.How nice when oil is marching towards usd100.A cluster will draw first oil in 2027.North sea new blocks 2026.

Dnex energy contributed 30% of turnover ,technology 50% IT 20%.
Ping petroleum is the only profit generating sector,the other 2 are losers.

If iran attacks israel with all its might,usa will be forced to engage.
The great uncertainties in the coming weeks favours oil.Once a few oil storage facilities come under fire,usd 100 is a sure bet.

usd100 oil kambing

israel has not responded yet,but uk has...

https://www.malaysiastock.biz/Company-Announcement.aspx?id=1553356

good news...

once israel 'responded',the real show will be on...

https://www.investing.com/commodities/brent-oil

buying always happen in the closing minutes,oil correction is close to being over....shud see better days ahead

Now bursa is O & G theme

China recovery spur oil demand....mid east war ppl hedge against oil rise....russia wants opec + maintain low oil output ...all favours ping petroleum

Tmr one go break 42,43......next week we see 50.

dnex 50 sen kambing

https://oilprice.com/Latest-Energy-News/World-News/Oil-Prices-Rise-as-Chinas-Q1-Economic-Growth-Beats-Expectations.html

hi tiffani,this will be 1.2 sooner than 1.0 :)

Congrats to early bird johor property stks buyers.Welcome to KSL for those who have missed.