thanks for the insights and feedback @dragon328 and @HumptyDumpty ..... solar, GE and green H2 has a long long way to go..... but good news is that all these are increasing the speculation of future earnings and little to do with 2024 or 2025 earnings... and expectation of future earnings is what drives share price.... happy for that... peace

i work in the energy sector, and and whatever you may know or have heard about solar and green energy are mostly not true. For example, solar energy is cheater than grid electricity? Is this true.... if we would all have converted our homes to solar panels and replaced Tenaga, but the fact is green energy is more expansive. Talking about solar we have CSP and PV, while PV is cheaper it does not have storage capability. What u produce needs to be consumed immediately.... and what happens at night?? You have to go back to the grid.... back to tenaga, and furthermore green energy si not continous and not stable, so you are back to grid again. Nevertheless, countries are promoting green energy not because of cost but because of being socially responsible and of course to prepare for times to come. In 100 years from now there will be no more coal and crude.... how then? Therefore.... anyone thinking green energy will fully power DC and AI DCs better think again. Im not saying it cannot help.... it can help reduce full dependency on grid.... thats all. End of the day.... this is all risks, and how do we manage it.

Affin Hwang TP comments on Tenaga "KUALA LUMPUR: Rising electricity demand from data centres (DC) projects and artificial intelligence (AI) will lift Tenaga Nasional Bhd's (TNB) long-term profitability. But they may have limited impact on TNB's immediate earnings, according to Affin Hwang Investment Bank. In Malaysia, TNB has received 74 supply applications from DC customers with total maximum demand in excess of 11,000MW (40.6 per cent of Peninsular Malaysia's installed capacity). "We do not expect all the projects to be implemented. TNB added that the group delivered electricity for nine DC projects with a total energy demand of up to 635MW in 2023," said Affin Hwang in a note today. For 2024, TNB expects to connect to nine DC projects with 700MW of total energy demand. In the long run, TNB sees potential maximum demand from DC in excess of 5,000MW by 2035 (18.5 per cent of Peninsular Malaysia's installed capacity). "We believe Malaysia will need to invest further in the power infrastructure and this should improve TNB's long-term profitability (via higher capex under the Income-Based Repayment framework)," it said.

Well, YTLP does not generate electricity in malaysia unfortunately (although they were the first IPP) but it does generate in Singapore, so im guessing the needs will be similar.... but not sure if powerseraya can increase capacity?

thx for the MA info @newuser999 ..... cheers

dont worry if exit can always return.... not like hotel california, you can chk in anytime u like but you cant never leave.... here can in out and out in anytime.... just be nice to each other, no name calling like small kids, and no insults pls.... peace

anything happening? hmmm

Thx newuser999

there is a huge buying parked at 1,215,200 shs fro 3.33 at 11:08am..... wonder who is this? for real... or just parked

someone shd do a 50MA against 10MA movement tech analysis...... to gauge the bottoming before deciding... any tech analyst here?

All the TPs are trustable..... but I have some serious doubt on the last one..... kinda sleeky and foxy :-) LOL.... peace

@dragon328 .... thanks for the other writeups on USEP and demand for powerseraya, these i guess are part parcel of ups and downs of business which even Tenaga is exposed to..... but I like the upside that YTLP has with regards to hydrogen ready CCGT, data centre, and RE export to Sing.... hope this will add flavor to price, as share price is always forward looking..... and I still recall ur comment on Tenaga..... im my calculation based on Tenaga PE ratio.... it will be making like 60B in profits hahahaha.... peace

@dragon328 .... duly noted on the 3.5 exch rate assumption. I am more interested in the near term 2024 and 2025 projections. As mart of my work, im monitoring the Fed movements and you are absolutely right. MYR is weak now, as our base rate is 3.0% while the Fed is 5.25% which explains the outflow of funds from Bursa. In fact, we are suppsoed to see at least 3 rate cuts in 2024, but March inflation shot up from Feb, and therefore now we are only forecasting a single rate cut sometime Q3 or Q4 of 0.25%. If this is true, then the 3.5 will hold if not get worse perhaps up to 4.0 like some have predicted. I foresee, YTLP holding its ground up to Q3 or so this year and thereon will be downturn. Everything that goes up ... surely has to come down. But if rate cuts come early, we can see MYR SGD to go down to 3.3 and perhaps even 3.0.... kapish... peace

thx for info dragon328, and my 2 question are (1) At what MYR SGD exch rate was this data translated at ? If they use 3.50 for the whole period then its super mis-leading, as I believe once teh Fed lower rates the exch will taper down to perhaps 3.0 and (2) Is the lower income in 2025 related to the absence of the hedging mechanism for the cost of coal - which they are enjoying in 2024? .... These are all downside risks that everyone she be aware of

guys..... i dont know how we can reach to this mud-slinging level among some of the participants??? this is just a simple forum for everyone to share their thoughts and views and exchange information and thats it.... its not a forum to force anyone to make decisions, and it seems like some have made bad decisions based on someone's incorrect call perhaps and due to that you have animosity and grudge and hatred and all.... this has to stop, as everyone makes decision based on their own analysis or if you want to follow others then its your call... there is no one else to be blamed.... i dont doubt there are some who are over optimistic... well thats just their right, you have to take the advice with a pinch of salt.... thats it kapish..... :-) peace

also ranhill...... up big time after so long, its days of utilities, and this is something u wanna hold in ur portfolio...... wonder why PBA lagging tho??

4.80 breached...... hmmmm

wow.... anyone knows why such one off huge volumes of ytl being transacted? each at 250,000 and some at 500,000 shs??? Institutional investors surely..... mix basket of buy and sells, ytl now in top 10 most active in volume.... :-) peace

Super resistance at 4.80 .... not just today, any technical analyst here can give view... Mr otb perhaps.... peace

https://theedgemalaysia.com/node/707034 ..... microsoft buying land in Johor, this is the 3rd parcel

Pls dont forget there is a MS malaysia branch office that can do all the ground work..... K Raman is the managing director, can call and ask him :-) peace

tomorrow microsoft CEO visiting malaysia, with AI being the theme.... i just wonder what will happen if talks lead to data centre..... and ytlp is ever mentioned in the meeting.... well, it shd be... kolek :-) peace

good news is that there is buying power at the 3 highly traded prices : 4.59 - 55%, 4.60 - 65% and 4.61 - 55%; other prices its all below 50% meaning net sell..... :-) peace

yes healthy correction indeed.... weed out the contra players (sorry no offense to c-players), but with T+3, since friday last week...... real selling will be tomorrow right ? wednesday before 12noon? since tom public holiday...... so postpone to thurs 02 May 12 noon? m i kolek?

ah great thx teknikal.... so I can hold yah

baldy hell..... right after i buy it goes down :-( hahahaha.... so thinly traded

wow best qtr results thus far.... breached 6 figure profit for the first time in its history.... time to buy

Looks like AI data centre boom.... is gonna cause a spike in power usage, and on a double whammy note.... or tripple whammy, YTLP is involved in all 3 .... AI, data centre and power generation.... wonder whens the TNB YTLP shared power generation sale to Sing is gonna happen....
https://www.theborneopost.com/2021/10/27/any-earnings-from-electricity-sale-to-singapore-will-be-minimal-for-ytl-power/

amazing run in the past 9 working days, from 3.90 on Apr 17 to 4.78 today Apr 29..... thats 22% increase in 9 working days, the last this happened was back in Jan 02 from 2.57 to 3.44 on Jan 08.... massive 34% increase in 5 working days. Last round after hitting 3.44 i guess contra players weeding brought it down to 3.35 and then no turning back.... wonder how much retreat will happen this round? @OTB and @dragon328 any insights? Any chance of liquidating and re-accumulating.... peace ;-)

yes yes many many thanks to dragon328.... on the many indepth analysis on ytlp, utmost gratitude to you thank you sir

Thx OTB for the fibonacci analysis... but that's pretty high 5.15 ....its high but thx again cheers 🍻

mr OTB pls help advice next step..... 4.27 resistance breached..... :-) peace

Integrity.....I like ur statements

dragon328..... i mirror your sentiments with regards to local funds and analysts, but the truth prevails at the end, funny how YTL analysts TP is way below whats it trading at while analysts TP for YTLP is way above what it is trading at.... is this an arbitrage opportunity? only time will tell.... good luck to all of us :-) peace

OTB..... thanks for ur feedback, your growth projection sounds reasonable, but im assuming you are not considering the RM S$ exch rate issue on powerseraya earnings.... today exch is 3.5 but when feds start reducing the interest rate, exch may move downwards to possibly even 3.0 and this is a real risk purely from powerseraya and all singapore earnings..... just to be aware thats a 14% reduction in bottom line purely from lower revenue, not considering expenses incurred in S$ which is increase likewise

Thanks dragon328 and Agjl.... for your feedback appreciate it. As you know market prices shares on a forward footing rather than todays and past earnings, tenaga's PE of 25 could just be the market's forward perception of the incremental earnings.... meaning at the point of higher earnings maybe 1 year from now at the same current price the PE could go down to 15 .... so how can I apply this to YTLP? Is the market behaving the same and valuing YTLP at also 15..... assuming earnings will reduce perhasp 1 year from now, and at same current price the PE will equate tenaga? Is this s a possibility? End of day its all relative..... we invest not bekos its big cap but because it will appreciate and pay divs.... im looking at my aeon credit so little hype but slowly and surely increasing almost daily in price..... and I have so little invested here errggggh heeee.... :-) peace

OTB is back ..... with facts vengeance :-) peace.... one Q for OTB > is there any upside to YTLP earnings for 2024? Other than RM S$ UKpound exch rate? If no upside, then there will be no impetus for market to raise PE ratio.... many companies are trading at 10 PE

yinson is a standard story, company with the single highest book order.... in the magnitude of $22b of RM102b.... which company can even come close ??? but this comes at a very high cost.... RISK, as just one fpso screw up or delay can alter the whole revenue chain, but if alls well there is only hard cash to be earned, besides yinson will be heavily financing all this book order by itself.... largely, so there u go

if cacing sawa had rm1 for every spam..... hed be rm35,932 richer :-) heee peace

looks like company gonna go for rights issue of 1b shares at RM0.12 each to raise RM120m to buy up Green Lagoon technologies..... a biowaste to energy tech co..... pretty risky if you ask me, but if you have spare cash to park why not....

last 3 qtr results; revenue 7m and loss after tax 200-360K each qtr..... unless there is a growth story here, even current price is 18c is not worth it, anyone here have any news?

there is 1 person who is spamming this forum, you know who you are and for goodness sake we do NOT need any referee pls..... let's keep this forum free from spams.... haiyoh :-) peace

have faith.... yinson is not a bad company but badly managed with regards to investor positioning, its a company with the biggest book order in all of bursa companies, but sadly this is accompanied with high gearing and risks, as it only talkes 1 FPSO to delay or screw up and all is up in smoke... high roisk high return... are you willing??? thats the question

low volume = happy news.... away from the hustle and bustle of contra - band players :-) peace

sorry correction div yield at 1.2% and PE at 7.8

WA will give higher return yes .... but loses out on div which is at 9.05%.... tit for tat... but yinson is a good counter nevertheless, as it has the highest secured book order than any company in bursa or elsewhere :-) peace

BursaVenture.... OTB is still very much in yinson.... not mother but WA.... peace to that too

looks like the market settled yinson price for the day and week at 2.36 exactly at the price of the private placement.... just goes to show market can do exactly what the shareholders do .... peace and heere is to a smooth ride ahead

just one day major correction does not mean end of the world lah ularsawa..... all good things come to those who have patience and follow fundamentals..... when YTLP below 1.10... it also had its downs ...... so how if never buy then?? dont be a naysayer ularsawa.... growup.... stop slithering on teh floor and have some backbone ..... hahaha dont angry ah

thanks OTB and dragon328 for the simple analysis, AI datacentre immediately contributing over 30% to the current EPS in FY25 is hard to digest considering there will be start-up cost (that will be expensed) etc.... EBITDA estimate from analyst not sure the basis, further there will be full interest cost - which is at super high rates currently - that needs to be incorporated....

Ular... small request from some of us, can you go elsewhere pls... take a break lah, after so much of writing and posting....