Bridge Data Centres (BDC), a leading data centre solutions provider in Asia Pacific, today announced it will expand its hyperscale data centre campus, named MY03, located at MRANTI Park, Kuala Lumpur. This expansion provides an additional 48 MW of IT power to hyperscalers and enterprises in Malaysia and Asia Pacific. 26 Jun 2023

When YTLP price is down, naysayers are out to talk cxrk?

YTLP is now at its peak, now down. Suppose to be on the way to the moon.

You believe it will move further to 4.50? Then you should buy more.
Buy more make more. Put money take money.

Promoters come in with no facts.
Promoters come in with no figures.

Where is your fact?
Where is your figure?

Don't quote from BBC.
Don't quote from Reuters.
These are hearsay.

Facts are from Bursa Announcement.
Facts are from Company Annual Report (or QR).

Facts are not generated form dream.

To better understand what is facts, go to Evidence Act 1950.

Say YTLP is at 4.10 right now.

What is the probability you make 10% for it to be at 4.50?

What is the probability you lose 10% if it come down to 3.79?

You may just forget about the brokerage and stamp duty for each transaction.

Now every major players already eyeing Data Service business under Malaysia Digital Economy initiative. Microsoft is coming in a big way, STT GDS is setting up more than 3 superscales Data Centres in Cyber Jaya and JB, GDS set footing in Nusajaya Tech Park, and altogether 22 service providers right now for Malaysian market. Fierce competitions just like glove manufacturers during and post covid period.

Market Facts
The Malaysia Data Center Market Has 47 data centers, operated by 22 providers.
The largest data center in Malaysia is Bridge Data Centres Cyberjaya MY01 with 26 megawatts and 157,500 SqFt.
There are currently 9 data centers under construction in Malaysia.

5. How much will the project cost? Bursa Announcement is the only 'legal' and OFFICIAL source of information, NOT Reuters or BBC.
You know this answer clearly. RM 20B, as reported in the news article dated 9/12/2023.

Not anywhere in its official capacity.

Seems that many like to promote YTLP trying to cling to Nvidia success. Why not promote YTLP based on its own merit ? YTLP is a good company, no doubt about it. It was at 70 sen before.

Seems that YTLP is not willing to share any information formally. Why no announcement to Bursa until today, and no mention about Nvidia in latest QR ? Black Box operation?

Microsoft investing in Malaysia (JB) is real. Its first Data Centre in Sedenak already up and operational. Its second Data centre in NCIP land acquisition already completed on 21 Feb 2024, 3 months after signing S&P. That is the real and tangible investment, not mere words. Talk less, more action.

https://www.bursamalaysia.com/market_information/announcements/company_announcement

ONLY TRUST OFFICIAL SOURCE OF INFORMATION

xiaochen 这一季的季报，重塑了投行们对新加坡业务的预测。大部分投行都推迟了新加坡业务盈利正常化的时间。投行也终于比较正视管理层（2023年）曾经预告过，未来两、三年，新加坡的业务的赚幅的可以维持的。当时管理层也同时预告了FY24及FY25，YTL（注意，不是YTLP）将拨出10亿来充当股息，相等于每股9.5仙。这预告同时也间接证实新加坡业务的贡献是稳定的。

至于两三年之后的情况如何呢？是不是盈利就会”正常化”呢？
这就要用实力来说话了。在高度竞争的环境，蛋糕总是有的，有实力的，总会分到比较大片的份额以及盈利。
从这一季的季报来看，新加坡的管理层的实力可以算是顶级的了，既然能在气温全年最低的的情况下，依旧可以维持美好的盈利，这并不简单。当然，疲弱的马币，间接助攻了。
加上，能源供应紧张，已经是好多国家都面对的问题，新加坡也不例外。所以，不错的盈利，在两三年之后，依旧可期。

这一季的季报，对AI DC只字不提，真是神秘。
若说DC的耗电巨兽，那么AI DC就是耗电超级巨兽。难怪新加坡政府限制了DC的建设。
古来的AI DC可以说是占尽天时地利人和，值得期待。


Since the announcement on 12 Dec 2023, nothing came out from YTLP on this issue.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3407239

1. Is there any MOU signed with Nvidia?
2. Press release is not a legal document. Cannot compare with even MOU, Letter of Intent and mere words.
3. No mention about the investment in latest QR report on 22 Feb 2024 after more than 2 months and 14 days.
4. How is Nvidia involved in the project? Merely supplying the AI Chips and software? Not contributing any capital?
5. How much will the project cost? Bursa Announcement is the only 'legal' and OFFICIAL source of information, NOT Reuters or BBC.

Yes. The letter of Appointment/ Dismissal must be signed by the Minister, but it cannot be done without following the rule and procedure.

Power to appoint and Power to terminate an employee is different from what we saw in the China's Drama shown in youtube. Probably he watch too much China Drama.

Was the former DG given show cause letters? Was he given the opportunity to reply to the allegations? DG of a department is a civil servant and his conduct is governed by Public Service General Order, any disciplinary action must be taken as per General Order Bab D which include Dismissal and Demotion which are the most severe punishments. If procedure not strictly followed, then the former DG can take up a civil action against the Minister, KSN, and the govt. 100% govt will lose the case and the former DG reinstated.

Right of being heard is the basic principle in civil society and form the fundamental for any civil laws.

Post removed.Why?

Post removed.Why?

Until now everything is silent on this investment. What is the total cost? What we know owner is YTL Communications Sdn Bhd. To what extend Nividia is involved?

Show me facts.

Show me figures.

Show me facts and figures.

How much should be the capital out lay? How much Nvidia going to contribute? Over promotion without due care and attention amounts to things not done in good faith. Simply put it, having some 'cheating ingredient'.

" I swear to give the truth, the whole truth, and nothing but the truth"

Some choose to give some truth, not the whole truth. Suppression of evidence is not done in good faith.

Read carefully the above statement and make an informed decision. The statement was given by the owner of the company.

100 billion down the drain

YTL Power will have to come up with all the capital. How? You better do a thorough study.

YTL Communications Sdn Bhd, the telecommunications subsidiary of YTL, will own and manage the AI infrastructure that will provide AI computing services to the nation.

The YTL Group’s deep experience and expertise in infrastructure development will enable the rapid rollout of AI data centres, with the first phase expected to be operational by mid-2024.

YTL Power is not Nvidia, Nvidia derives most profit from AI chips manufacturing, software and gaming. YTL Power uses Nvidia AI chips and software like Nvidia NeMo, it is venturing into new business sector just like other Data Center player (Microsoft in coming in a big way in Sedenak Tech Park and NCIP). More so, YTL Power is just a client and Nvidia is not putting a single sen into this Data Center. Read carefully the write up below and get the fact right : -


"Kuala Lumpur, December 8, 2023

YTL Power International Berhad (YTL) today announced a collaboration with NVIDIA to build AI infrastructure that will bring the fastest supercomputers to Malaysia by the middle of 2024.

The announcement was made today in a meeting between Jensen Huang, founder and CEO of NVIDIA, and the Prime Minister of Malaysia, Dato’ Seri Anwar bin Ibrahim. Also present were Tengku Datuk Seri Zafrul Abdul Aziz, Minister of Investment, Trade and Industry (Miti) and Dato’ Yeoh Seok Hong, Managing Director of YTL Power International Berhad.

Tengku Zafrul, speaking after the visit, said, “We welcome partnerships such as the one between YTL and NVIDIA, exactly the kind of strategic collaborations targeted by our New Industrial Master Plan 2030. By offering supercomputing cloud services and leveraging AI to power innovations, such partnerships enhance our economic complexity, paving the way for us to become a high technology and high-income nation while further positioning Malaysia as a top investment destination.”

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.

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.

The AI infrastructure will be hosted in the YTL Green Data Center Park in Kulai, Johor, a 500 MW facility developed by YTL that will be uniquely powered by an equivalent amount of on-site solar energy. YTL Communications Sdn Bhd, the telecommunications subsidiary of YTL, will own and manage the AI infrastructure that will provide AI computing services to the nation. YTL Communications owns and operates a national mobile network and was the first to offer 4G and 5G services in the country under its “Yes” brand.

The AI infrastructure will provide the foundation for scientific research and the development of solutions and applications that will accelerate Malaysia’s progress towards becoming an AI nation.

YTL will not only provide green, energy-efficient AI infrastructure to scientists, developers, and startups across the nation, it will also create AI-specific applications and services for its customers. YTL plans to use NVIDIA NeMo to customise and deploy a Malay language foundation model that will be sensitive to Malaysia’s multi-cultural heritage.

“This collaboration with NVIDIA comes at an opportune time. In the 12 months since the launch of ChatGPT, we have seen how AI is changing the way we work, live, and learn. Having our own supercomputing infrastructure and the ability to train talent locally will accelerate Malaysia’s advancement towards being a top AI nation. This will be the foundation for a digital economy powered by innovative solutions and applications built on our very own sovereign LLM,” said Dato’ Yeoh Seok Hong, Managing Director of YTL Power International. “This collaboration with NVIDIA is poised to bring many benefits to the nation. Our green data centres and low energy solutions are an ideal fit to be used with their high-performance supercomputers. We are excited to begin this journey to bring our nation to the forefront of AI development.”

“Malaysia is embracing AI to enhance jobs, drive competitiveness, and supercharge innovation,” said Raymond Teh, Senior Vice President of the Asia-Pacific region at NVIDIA. “This collaboration will help deliver advanced AI computing infrastructure to enable Malaysia to build its own LLMs and power the country’s next wave of generative AI applications.”

Datuk Wira Arham Abdul Rahman, the CEO of Malaysian Investment Development Authority (MIDA), was also present to witness the occasion and said that “MIDA applauds the unwavering commitment of YTL to embrace and invest in cutting-edge technology, through partnership with NVIDIA. In an era fuelled by technological advancements, it is truly commendable to witness YTL’s pivotal role in developing a robust data infrastructure. This initiative not only underscores YTL’s dedication to innovation, but more importantly, contributes towards advancing our local business ecosystem technologically. ”

????????????????

???

RM 315 million already paid by Microsoft within 3 months after signing S&P. This is called efficiency and professionalism. Can expect share price to shoot up tomorrow.........

"On behalf of the Board, UOBKH wishes to announce that the Balance Disposal Consideration has been fully paid by the Purchaser to the Purchaser’s solicitors on 21 February 2024. Pursuant thereto, the Completion Date as defined under the SPA has taken place on 21 February 2024."

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3422893

Ada volume ada naik. El Dino pun sudah sampai. Apa lu tunggu lagi ?

Ada volume ada naik. Apa lu tunggu lagi ?

MNRB can go up, likewise MBSB should be up too .......

Price up volume up.

Why are you still waiting ?

Super confident it is moving up !

https://www.thestar.com.my/business/business-news/2024/02/19/positive-outlookfor-banking-sector

Why Singapore housing is so expensive? Land cost itself is more than 50% of the GDV! Construction cost is negligible as mainly hard labours are foreign workers. Marketing cost is negligible because sales personnel in the showroom all foreigners. Finance cost is negligible because all funded by parent company internally. Next big ticket item is the gross profit to be taxed by the Singaporean govt. All in all, Singapore properties are expensive because of land cost, stamp duty (certainly many involving Additional Buyer Stamp Duty ABSD), corporate tax and marked up for profit. Good luck for those Singaporean intent to invest in residential property!

Rumours from Singapore YTLP may not get enough power for the intended Data Centre from TNB. How will it affect the Nvidia venture with YTLP?

YTLP is an independent power producer (IPP) supplying power to National Grid. Will YTLP required to produce sufficient electricity to run this Data Centre? How YTLP going to build new power plant? Is special licence required and how long does it take for the power plant to be operational? Can it be ready by the time physical Data Centre facility already completed? More important is Nvidia willing to take the risk?

Also rumours saying Nvidia may be interested to take up 100 acres industrial land offered by Crescendo. Why TNB not willing to supply power to YTLP/Nvidia venture, but considering Crescendo/Nvidia venture? Does it has anything to do with previous interview Francis Yeoh gave years back?

What do you have to do now? Play safe, sell YTLP and wait for everything settled? Or hold on to YTLP share and doing nothing? I am more incline to lock in profit first. Let those with risk appetite to make more profit. I always believe a bird in hand worth more than 2 bird in the bush. Good luck!

Where are the 'former promoters' for Jaks? KYY no more interested in the Vietnam power plant. But for those who 'calculate' how much to attribute to Jaks are no more to be found.

Jaks Directors only interested in self enrichment scheme. Profit calculation may be good on paper, just like Ever Since Die. Same promoters also gone hiding........

On behalf of the Board, UOBKH wishes to announce that the Conditions Precedent set out in the SPA have been duly fulfilled. Accordingly, the SPA has become unconditional in accordance with its terms and conditions on 5 February 2024.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3419871

Now can just wait for durian runtuh.

Wistron operated in India for 20 years. Outcome? Modi robbed and gave to Tata. Wistron lost a fortune in India, so it came over to Malaysia.

I am very confident!

Where got climate change? Donald Duck is going to pull out again if he wins this Nov election.

Everything is melting': Argentines seek cool as heat wave strikes

https://klse1.i3investor.com/blogs/kianweiaritcles/2024-02-02-story-h-189373265-_Everything_is_melting_Argentines_seek_cool_as_heat_wave_strikes.jsp


No soya harvest, good for Malaysia.......

12 Dec 2023, Peso was still at 366 to a dollar. By end of Feb 2024, it should be at 900 to a dollar. By Dec 2024, Peso should be at 1500 to a dollar.

So no soya harvest. Good for Malaysia! Please don't cry for Argentina. Peso is now at 826 to a dollar. Inflation going to be 300% for 2024 compared with 211% for 2023.

Why so bad? Self inflicted when the chose Argentina Donald Trump to govern the country for next 5 years.

YNH as it is now, next TP is 35 sen, then 25 sen, next 15 sen, ultimately 5 sen, then get delisted.

Rapid forced sale already reported.
Wait for the announcement for YNH forced sale reports.

Haha.....
How to rebuild investors confidence?
Explain in detail the prepaid JV Developments.
Who are the owners of JVs, where are the developments, expected completion dates, why so much deposits were paid, any clause to safeguard these investments.
If no valid explanation, potential investors must consider all these prepaid amount are gone.

Mah Sing very confident in property market for coming few years. This is already the 8th land transaction in recent months.

Likewise, many other developers are building up their land banks.
Next few years will see property boom for Malaysia.
Why?

So make sure JTiasa go down to 50 sen?

So to justify toll can extend for another 33 years.

Mudajaya went belly up because of India power venture. Ask KYY and he can tell you the whole story.

Everything is fine for IJM to secure major construction contracts EXCEPT building highways in India.
Never learn lesson from Mudajaya?
Never learn lesson from Xiomi?
Never learn lesson from Vodafon?
Never learn lesson from Wistron?

India is known to be corporate graveyard for foreign investors.
We expect IJM will lose rm 1 billion in potential Indian contract.

Play safe. Just leave India alone. You will not make money from India as Modi is going to find way to rob you 'legally'.