I do not hold any Genting share.
I have plentiful of YTL Power.
I bought YTL Power at 1.10, I made a fortune from YTL Power.
Time will tell how high YTL Power can move up north.
I believe the share price of YTL Power can double in FY 2026.

I will not want to come to this forum to disturb readers here.
I just want to clarify MoneyMakers is a troublemaker in this forum.
MoneyMakers is telling lies about me.
MoneyMakers is a shameless liar in I3.
He is so poor that he cannot afford to buy even 100 shares of Genting.
No reason for him to come to this forum to disturb all readers here.

Please read my message below again.
This low class and uneducated MoneyMakers has no money to buy even 1,000 shares of Genting.
He comes to this forum with an intention to quarrel with others.
He likes to tell lies to attack anyone in this forum.
He has no knowledge on FA and TA, he simply bullshit here.
He will copy and paste all nonsense in this forum.

It is sad case when he get involved in this forum, there is no peace in this forum.
MoneyMakers is a troublemaker in this forum.
Everyone will feel upset on his postings.
Just mark my words, you will face bad experience involved him.

I stop here.
Good luck.
Thank you.

This low class and uneducated MoneyMakers has no money to buy even 1,000 shares of Genting.
He comes to this forum with an intention to quarrel with others.
He likes to tell lies to attack anyone in this forum.
He has no knowledge on FA and TA, he simply bullshit here.
He will copy and paste all nonsense in this forum.

It is sad case when he get involved in this forum, there is no peace in this forum.
MoneyMakers is a troublemaker in this forum.
Everyone will feel upset on his postings.
Just mark my words, you will face bad experience involved him.

Good luck.
Thank you.

MoneyMakers did not make a single cent from YTL Power, still come here to bullshit on YTL Power.
FYI, I bought YTL Power at 1.10.
Still laughing all the way to the bank.

A shameless liar will never make money in KLSE.
MoneyMakers spends his time to attack people in I3, no time to do his homework.
Hence he will continue to lose until bankrupt.

I thought he was bankrupt and could not face people in I3.
Still have so thick skin face to come back to I3.

MoneyMakers is a shameless liar in this forum.
Let naysayers attacked until he disappeared from I3.
Still have thick skin face to come back to tell lies about me.
A shameless liar is always a liar for life.
This type of liar cannot change his bullshit character.
His mother did not teach him manner and be gentleman in I3.
A shameless liar is a liar for life.

MoneyMakers was attacked until he disappeared from I3.
I still defended him when naysayers attacked him the last time before he disappeared.

MoneyMakers u turn and attacked me that I bullshit in I3.
Please show me the proof that I bullshit in I3.
Thank you.

Posted by MoneyMakers > 4 minutes ago | Report Abuse

Old OTB sidekick also BS OTB help make millions

OTB/AngTKlown really same style syndicate operator kikiki
----------------
I am not a syndicate, I did not bullshit in I3.
Please show me the proof that I have bullshit here.
I walk the talk, I did not attack or badmouth anyone in I3.
I did not badmouth any stock in I3.
I post my article with facts and figures.

Please show me the proof.

I am not interested to listen to nonsense here.
Be gentleman to post your facts correctly.
Thank you.

Goldman Sachs forecasts S&P 500 target of 6500 for end-2025, joins Morgan Stanley

BENGALURU Goldman Sachs has forecast that the S&P 500 index would reach 6,500 by the end of 2025, joining peer Morgan Stanley, on the back of continued growth in the US economy and corporate earnings.

The Wall Street brokerage's target implied an upside of 10.3% from the index's last close of 5,893.62.

On Monday, Morgan Stanley also forecast that the benchmark index would hit 6,500 by the end of next year. It estimated the recent broadening in US earnings growth would continue in 2025, as the US Federal Reserve cuts interest rates into next year and as business cycle indicators improve further.

Goldman said the so-called "Magnificent 7" stocks — Amazon, Apple, Alphabet, Meta Platforms, Microsoft, Nvidia, and Tesla — will collectively outperform the rest of the 493 companies in the benchmark index next year.

However, the "Magnificent 7" stocks will outperform by about seven percentage points only, the slimmest margin in seven years, Goldman said in a note dated Monday.

"Although the 'micro' earnings story supports continued outperformance of the 'Magnificent 7' stocks, the balance of risk from more 'macro' factors, such as growth and trade policy, lean in favour of the S&P 493 (companies)," the brokerage said.

Goldman estimated corporate earnings to grow 11%, and a real US gross domestic product growth of 2.5% in 2025.

The brokerage also warned that risks remain high for the broader US equity market heading into 2025, due to a potential threat from tariffs and higher bond yields.

"At the other end of the distribution, a friendlier mix of fiscal policy, or a more dovish Fed, present upside risks," Goldman added.

Trump's victory in the US presidential election earlier this month has brought into sharp focus, his campaign pledge to lower taxes and impose higher tariffs, moves that are expected to spur inflation and reduce the Fed's scope to ease interest rates.

The brokerage also projected earnings-per-share of S&P 500 companies at US$268 in 2025.

https://klse1.i3investor.com/blogs/kianweiaritcles/2024-11-19-story-h474640135-Goldman_Sachs_forecasts_S_P_500_target_of_6500_for_end_2025_joins_Morgan.jsp
---------------------------
Nvidia will bless YTL Power in Malaysia.

Please note this statement made by Jensen Huang in the US presentation. "According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin)".

Good luck.
Thank you.

@Babyshark01,
I like Natgate too. This stock is also in my recommended list.
However, the upside is limited.
Based on analyst report, the target price is 2.52.
Good luck to you.
Thank you.

@klee,
The global AI data center market is projected to experience significant growth over the next decade. The overall data center market, heavily influenced by the adoption of AI, cloud computing, and edge technologies, is estimated to grow from US$232.4 billion in 2024 to US$603.1 billion by 2034, representing a compound annual growth rate (CAGR) of 11%.

Within this broader market, AI-specific infrastructure, such as hyperscale and edge data centers, is expected to see particularly strong demand. Hyperscale data centers, driven by the needs of AI workloads, are anticipated to grow at a CAGR of over 13%​.
AI data centers play a critical role in supporting advanced applications like machine learning and neural networks, which are becoming integral across industries.

Please note this statement made by Jensen Huang in the US presentation. "According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin)".

All aforesaid information will help to see an explosive profit from AI data centres for YTL Power in FY 2026.
I believe in aforesaid information.
Thank you.

@klee,
Based on good economy data shown in Malaysian economy and GDP, I expect KLSE to perform well in the next 2 years.
I will be very disappointed if KLSE failed to perform again.
Most analysts predict FBMKLCI will hit 1,750 by 2024, it appears not likely to happen now.

I am prepared to buy and hold YTL Power a bit longer term until FY 2026 result is out.
I believe strongly AI data centres will bring an explosive net profit to YTL Power in FY 2026.
I am very focus on YTL Power only in the next 1 to 2 years.
I may ignore other stocks to focus on YTL Power only.
To me, it is an opportunity to accumulate an AI/Nvidia proxy in Malaysia which is trading at a very low PER.
I believe Nvidia will bless YTL Power in Malaysia.
Thank you.

@Permutation,
EPS for FY 2025 is slightly better than FY 2024 if the net profit of AI data centres is included in FY 2025 results.
I believe and we can read an explosive earning of AI data centres in FY 2026.
Wait patiently to read FY 2026 results.
To me, it is an opportunity to accumulate an AI/Nvidia proxy in Malaysia which is trading at a very low PER.
I believe Nvidia bless YTL Power in Malaysia.

Please read this link on YTL Power.
https://www.tradingview.com/symbols/MYX-YTLPOWR/forecast/.
There are 13 analysts covered this stock, the ratings are 11 strong buy, 1 buy and 1 hold. There is no sell call at all. The minimum target price is 4.00, the average target price is 5.77 and the highest target price is 7.45.

Thank you.

Mr dragon328,
Thank you for your information.
I really appreciate it.
Thank you.

Posted by dragon328 > 16 hours ago | Report Abuse

Some corrections to my post above on YTL DCs.

YTL DC 1 is rated 72MW capacity and is largely leased to SEA Ltd for colocation data centre.

YTL DC2 is now rated 20MW for Nvidia AI data centre, to be expanded to 100MW once Blackwell GPU supply contraints are overcome in 2025

YTL DC3 has 80MW IT load and is for a hyperscaler mentioned before

YTL DC6 is for 40MW IT load and is a built-to-suit data centre for a large multinational corporation (MNC) customer. This data center is expected to be ready for service in mid 2025. This is new to me, which I have not inputed any earnings contribution for.
---------------
Dear Mr dragon328,
I have a few questions to ask.

1.) YTL DC 1 is rated 72MW capacity and is largely leased to SEA Ltd for colocation data centre.
Q : Will this profit reflect in FY 2025 result (total or partial) ?

2.) YTL DC2 is now rated 20MW for Nvidia AI data centre, to be expanded to 100MW once Blackwell GPU supply contraints are overcome in 2025
Q : Is this profit from 20 MW reflects in FY 2025 ?
Q : Is the profit from 100 MW reflects in FY 2026 ?

3.) YTL DC3 has 80MW IT load and is for a hyperscaler mentioned before
Q : Are the profits from these 80 MW will be reflected in FY 2026 or FY 2027 ?

4.) YTL DC6 is for 40MW IT load and is a built-to-suit data centre for a large multinational corporation (MNC) customer. This data center is expected to be ready for service in mid 2025.
Q : Are the profits from these 40 MW will be reflected in FY 2025 (partial) or FY 2026 (full) ?

Please advise.
Thank you.

To me the worst is over if the share price of YTLPower does not drop below 3.00 again.
However, base on TA, the share price is still bearish.
The share price is below 20-day EMA, 70-day SMA and 200-day SMA.
For the share price of YTLPower to rebound, the share price must cross 20-day EMA which is at 3.348.
If the rebound is strong, the share price must cross 3.35 convincingly.
So far all rebounds are weak, hence the share price cannot cross 20-day EMA convincingly.

If you want to buy this stock based on FA, you should buy it on weakness as long as 3.00 is not broken again.
I believe the net profit for FY2025 is higher than RM3.464 billion without including the net profit from AI data centres.
I believe strongly on FA, I believe the current price is not factored in the earning from AI data centres.
I believe the EPS for FY2025 is around 0.50, this net profit will include net profit from AI data data centres.
If EPS is 0.50, the current share price at 3.24 is trading at a PER=6.48 which is very low if compared to other component stock of FBMKLCI index.
The average PER of the component stock of FBMKLCI is > 15 times.
Thus the share price of YTLPower is very undervalued.
The Q1 2025 result will be out in this month, I strongly believe Q1 2025 result will be better than Q1 2024.
From this quarter result, we will know FY2025 result will be > FY2024.

The 20-day EMA of YTL is at 2.176, based on TA, the share price of YTL must cross 2.18 convincingly in order to call a buy on rebound.
So far all rebounds are weak, the share price is still very weak.
Need to wait patiently.
Thank you.

I repost this article here.
I appreciate your advice.
Thank you very much.

Posted by Eddy365 > 27 minutes ago | Report Abuse

大势已去，你醒了吗？
你醒了没有？
你还没有醒吗？

股票赚钱了，你贪心不要离场。
股票亏钱了，你Haolian不要止损！

你什么时候才醒呢？
--------------
Thank you for your reminder.
I appreciate it.
Stock market is a money game, invest within my limit.
I know what I want in this stock.

The share price is always proportional to the earning.
I am taking a calculated risk which I can afford.

In 2020, many readers here also advise me to take profit on Supermx.
I did not listen, luckily I manage to sell all my Supermx above 20.00.
I have plan it on this stock, hope for another good luck.

Thank you for your advice.

I recommended YTLPower at 1.10 in this forum with good deeds in May 2023.
I do not owe any naysayer any mistake for him/her to attack.
Do not read my analysis if you do not like it.
It is meant for other readers in this forum.

Posted by hng33 > 3 seconds ago | Report Abuse

pity to xi-fool, carry tremendous sin, curse by so many followers for his ignorance on 1bestarinet bomb risk, might need call his bangla gang for protection....too bad
-----------------
I am definitely not so low class like you.
I am not a shameless liar to attack anyone in this forum.
I behave very gentlemanly here.

hng33 is the shameless liar in this forum.

Hotstuff is the biggest shameless liar here.
Please show me any lie I tell here.
You do not like my analysis, do not read it.
I do it here with good deeds.
Other readers appreciate it is good enough for me.
I do not owe you anything here.
I fxxk you here.
Hotstuff is the biggest shameless liar here ... I repeat ...

Posted by hng33 > 1 minute ago | Report Abuse

too bad to subscriber, many follow 'xi-fool' to ignore 1bestarinet time bomb risk, ignore TA first, FA second policy...
--------------
Another shameless liar here.
I have done my job with my sincere heart.
I have told them to cut loss or hold the shares.
They have to decide myself.

Posted by Eddy365 > 27 minutes ago | Report Abuse

大势已去，你醒了吗？
你醒了没有？
你还没有醒吗？

股票赚钱了，你贪心不要离场。
股票亏钱了，你Haolian不要止损！

你什么时候才醒呢？
--------------
Thank you for your reminder.
I appreciate it.
Stock market is a money game, invest within my limit.
I know what I want in this stock.

The share price is always proportional to the earning.
I am taking a calculated risk which I can afford.

In 2020, many readers here also advise me to take profit on Supermx.
I did not listen, luckily I manage to sell all my Supermx above 20.00.
I have plan it on this stock, hope for another good luck.

Thank you for your advice.

Do not worry about me.
You should worry about your position in this bear market.
I just make less profit only.
Thank you for your concerned.

I am not so rich, buy some only.
Thank you.

MACC is not fair to stocks listed in KLSE like YTL and YTLPower.
Talk the same thing again and again without any fast action.

I believe the MACC investigation on YTL Communications is not an important issue anymore. Looking at all the MACC court cases, they will take > 5 years to resolve.
The share price in the stock market is moving everyday, it will not wait or stand still for the next 5 years.
I believe investors especially institutions will ignore this news sooner or later.

It is a sad case for YTL and YTLPower.
The directors of YTL and YTLPower should appeal to MACC head to sort out this long delay matter.
It is not fair for the boss of MACC to repeat this matter again and again in the public.
His action will affect the share prices.
Thank you.

MACC is not fair to stocks listed in KLSE like YTL and YTLPower.
Talk the same thing again and again without any fast action.

I believe the MACC investigation on YTL Communications is not an important issue anymore. Looking at all the MACC court cases, they will take > 5 years to resolve.
The share price in the stock market is moving everyday, it will not wait or stand still for the next 5 years.
I believe investors especially institutions will ignore this news sooner or later.

It is a sad case for YTL and YTLPower.
The directors of YTL and YTLPower should appeal to MACC head to sort out this long delay matter.
It is not fair for the boss of MACC to repeat this matter again and again in the public.
His action will affect the share prices.
Thank you.

YTL Power shares suffered heavy selling yesterday, apparently due to a rumuor that YTL name had been removed from the global partner list of Nvidia. I must clarify that this is a fake news.

In a post in LinkedIn below by a Nvidia VP after the launch of Blackwell B200 GPUs, YTL was put on the same level as Google and Oracle so YTL Power is not just a normal partner or distributor of Nvidia.

https://www.linkedin.com/posts/alexisbjorlin_gtc24-gtc24-dgxcloud-activity-7176653089066684416-aLPY?utm_source=share&utm_medium=member_ios

GTC conference in March 2024

During its recent GTC conference in March, Nvidia announced the launch of the new Blackwell platform, with only select partners with first access to the chips.

The list includes hyperscalers (AWS, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure).

Nvidia Colour Partners (Applied Digital, Coreweave, Crusoe, IBM Cloud, Lambda).

Sovereign AI cloud providers (Nebius, Nexgen Cloud, Singtel, Yotta, and YTLP).

Remarks
YTLPower is the official AI data centres and cloud providers of Nvidia in Malaysia. The official agreement on the partnership between YTLPower and Nvidia was signed in 2023.

Presently, Nvidia has agreed to lease 100 MW, a hyperscaler has agreed to lease 40+40 MW, a total of 180 MW of AI data centres in FY 2026/7.

Sea Ltd has agreed to lease 48 MW of data centres without AI in FY 2026.

Malaysia, Indonesia, Thailand and Vietnam are new members of BRIC.
No such news that Nvidia will shift its AI data centres from Malaysia to Thailand because Thailand is also a new member of BRIC.

Please write with facts and figures.
Good luck.
Thank you.

Posted by PureBULL ... > 3 hours ago | Report Abuse

Nicholas Yap, [2024-10-23 5:23 AM]
Work begins on YTL Corporation’s $800 mil 600MW hydrogen-ready combined cycle gas turbine in Jurong Island
https://www.theedgesingapore.com/news/energy/work-begins-ytl-corporations-800-mil-600mw-hydrogen-ready-combined-cycle-gas-turbine

INVESTORS, [2024-10-23 5:27 AM]
i just shouted that YTL might be lousy mgmt. then comes this GREAT news.
--------------------
Hope that foreign funds will stop selling YTLPower shares further.
Hope that the worst is over, the share price of YTLPower will rebound from this news.

Good luck.
Thank you.

@ Mr dragon328,
Please note that YTLPower will set up its own RE to supply electricity to the AI data centres in Kulai.
Beside we calculate the net profit from leasing of these AI data centres, we miss out the potential net profit from the supply of the RE (electricity) to these data centres.

Assume in FY 2026, the leasing of 100 MW of AI data centres and 50 MW of data centres without AI, these total 150 MW of data centres (both AI and without AI) required RE electricity to operate these data centres.
YTLPower builds these RE stations to supply electricity, there is a net profit from these RE supplies.
Using a rate at 2.25 million net profit per year for 1 MW of data centres, 150 MW of data centres will enable YTLPower to earn a big profit of RM338 million per year.
We did not factor in this extra profit in our calculation.
The right calculation of net profit from these data centres should be as follows :-

Calculation
If the charge per GPU per hour = USD 3.25 (100 MW) for FY 2026
Total revenue per year = USD (3.25*78.432*24*365/1000) = USD2232.96 million
Exchange rate (1 USD = RM 4.20) = RM9378.428 million
Net profit margin (30%) = RM2813.528 million
Net profit from leasing 48 MW to Sea Ltd per year = RM100.800 million
YTLPower owns 60% of this data center.
The net profit from YTLPower = 1748.597 million per year
Net profit to supply 150 MW of RE (electricity) = 338.000 Million per year (please note)
Total net profit from DC = 2086.597 Million
Number of shares issued = 8.264 billion
EPS = 0.252

FY 2026
EPS from DC = 0.252
EPS from the existing business less 10% due to appreciation of RM = 0.387
Total EPS = 0.639
Assume PER = 10, the target price = 6.39
Assume PER = 15, the target price = 9.59

Thank you.

Please do me a favour, please stop to badmouth other stocks in I3, I believe the share price of Vstecs will move up north very fast.
I also have a big investment in this stock, please do not spoil the party here.
Thank you for your help.

@ Mr dragon328,

Beside RE (100 MW) exported to Singapore, the profit is 225 million.
I knew it.

However, there is another extra RE produced (on top of 100 MW export to Singapore) to supply and to support its 150 MW AI data centres in Kulai which we missed out in FY 2026.
Please read my notes on calculation.

For FY 2027, the extra RE supply in Kulai is 230 MW (180+50).

I meant the extra profit from RE on 150 MW AI data centres in Kulai in FY 2026.
Please verify.
Thank you.

The share price of Vstecs has moved up north 10%, hopefully the share price of VS will follow the same trend.
I hope the short sellers will stop selling this stock.
Good luck.
Thank you.

I attended an Australian fund selling its unit trust or investment funds via The Standard Chartered on 22/10/2024 night.
This investment guru put almost 50% of its fund invested in electricity, RE and AI data centres only.
These sectors have a growth potential of 50% to 100% in the next 6 years until 2030.
The biggest investment portfolio is Nvidia even at such high share price.

This presentation confirmed my investment strategy on YTLPower which has electricity, RE and AI data centres.
YTLPower is the stock that fulfilled my investment strategy on electricity, RE and AI data centres.
If YTLPower really cannot perform well in the next 2 years, I will just blame my luck.

I believe strongly on projected profit projected by Mr dragon328 for next 5 years.
Good luck.
Thank you.

Posted by BullOhBear > 21 seconds ago | Report Abuse

@ OTB Sifu

Amazon will invest US$6.2 billion in AI cloud and data centres in Malaysia. It will be very good news if Amazon really participates in the AI data centres of YTLPower like Nvidia. I believe this information will be available soon since Amazon has no intention to buy land and build AI data centres herself. If Amazon is keen to work with Nvidia on AI data centres, it is a logical choice to select the AI data centers of YTLPower.

I thought AWS has started construction of its own DC at Cyberjaya. Why would they collaborate with YTLP since they already have their own DC.
---------------------
Sorry, I do not know it.
It is my mistake.
Thank you for your good information.

@CharlesT,
Yes, I will hold on to YTLPower.
No more cut loss on this stock.
Thank you.

@CharlesT,
I do not change my investment strategy, I did not recommend to buy if the share price drops below 20-day EMA.
I still recommend a buy if the share price is above 20-day EMA anytime on rebound.
I do not want to wait until the share price crosses 200-day SMA, then the share price is expensive by then.
I want to buy at a lower price because of good fundamentals.
No stock in KLSE can give you a ROI of 100% even I need to wait for one year time frame.
I am all in this stock, I do not mind to lose my profit made previously.
I have a "fall in love" syndrome on YTLPower.
Thank you.

@ Mr dragon328,
I noticed that your projected profit calculation did not include potential profit of RM338 million from 150 MW of RE.
Please note that YTLPower will set up its own RE to supply electricity to the AI data centres.
There are a big profit of RM338 million from 150 MW of RE we missed out in our calculation.
Please help to verify my calculation on this extra RM338 million profit from 150 MW of RE.
Thank you.

Calculation
If the charge per GPU per hour = USD 3.25 (100 MW) for FY 2026
Total revenue per year = USD (3.25*78.432*24*365/1000) = USD2232.96 million
Exchange rate (1 USD = RM 4.20) = RM9378.428 million
Net profit margin (30%) = RM2813.528 million
Net profit from leasing 48 MW to Sea Ltd per year = RM100.800 million
YTLPower owns 60% of this data center.
The net profit from YTLPower = 1748.597 million per year
Net profit from 150 MW of RE = 338.000 Million
Total net profit from DC = 2086.597 Million
Number of shares issued = 8.264 billion
EPS = 0.252

FY 2026
EPS from DC = 0.252
EPS from the existing business less 10% due to appreciation of RM = 0.387
Total EPS = 0.639
Assume PER = 10, the target price = 6.39
Assume PER = 15, the target price = 9.59

Hengyuan is a loss making company for many quarters, the lowest share price of Hengyuan is 1.97.
YTLPower made a net profit of RM3.464 billion in FY 2024, can the share price of YTLPower drops to 2.00 ?
I project the net profit for FY 2026 is RM5.55 billion.
Can the share price of YTLPower drops to 2.00 ?

If it is true that the share price of YTLPower drops to 2.00, I will definitely leave I3 for good.
I do not have such a thick skin face to face all readers in I3.
Money is important to me, but reputation is even more important than money.
I walk the talk here.
Thank you.

Posted by xiaoeh > 9 hours ago | Report Abuse

share price is irrational in the short run
it has nothing to do with the company FA and sometimes ineffective with the mkt
please do not make such a promise
----------------------------
I am still strongly promote YTLPower, I do not mind to lose back my profit which I made previously.

If the share price of YTLPower able to drop to 2.00, I think I need to quit my postings in I3 and have to make a major decision to retire from I3.
This is my decision to prove that I talk with facts and figures.
If I am totally wrong, it is a big embarrassment for me to stay in I3.
I do not have such a thick skin face to appear in I3 again.

I never tell lies in I3 and I also never talk cock in I3.
I post my article with facts and figures.
I do my homework before I post it in I3.
I walk the talk.

Good luck.
Thank you.

During its recent GTC conference in March, Nvidia announced the launch of the new Blackwell platform, with only select partners with first access to the chips.

The list includes hyperscalers (AWS, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure).

Nvidia Colour Partners (Applied Digital, Coreweave, Crusoe, IBM Cloud, Lambda) and sovereign AI cloud providers (Nebius, Nexgen Cloud, Singtel, Yotta, and YTLP).

I believe AWS (Amazon), Oracle, Microsoft and IBM have a good potential to lease AI data centres from YTLPower.
These customers may be part of 40+40 MW leased by hyperscalers.

Oracle will invest US$6.5 billion in AI cloud and data centres in Malaysia. It will be very good news if Oracle really participates in the AI data centres of YTLPower like Nvidia. I believe this information will be available soon since Oracle has no intention to buy land and build AI data centres herself. If Oracle is keen to work with Nvidia on AI data centres, it is a logical choice to select the AI data centers of YTLPower.

Amazon will invest US$6.2 billion in AI cloud and data centres in Malaysia. It will be very good news if Amazon really participates in the AI data centres of YTLPower like Nvidia. I believe this information will be available soon since Amazon has no intention to buy land and build AI data centres herself. If Amazon is keen to work with Nvidia on AI data centres, it is a logical choice to select the AI data centers of YTLPower.

All the news shown big potential earning from AI data centers.
No reason to sell YTLPower loh.
Good luck.
Thank you.

I am still strongly promote YTLPower, I do not mind to lose back my profit which I made previously.

If the share price of YTLPower able to drop to 2.00, I think I need to quit my postings in I3 and have to make a major decision to retire from I3.
This is my decision to prove that I talk with facts and figures.
If I am totally wrong, it is a big embarrassment for me to stay in I3.
I do not have such a thick skin face to appear in I3 again.
Good luck.
Thank you.

@ Mr dragon328,
I notice that your projected profit calculation did not include potential profit of RM338 from 150 MW of RE.
Please note that YTLPower will set up its own RE to supply electricity to the AI data centres.
There are a big profit of RM338 million from 150 MW of RE we missed out in our calculation.
Please help to verify my calculation on this extra RM338 million profit from 150 MW of RE.
Thank you.

Calculation
If the charge per GPU per hour = USD 3.25 (100 MW) for FY 2026
Total revenue per year = USD (3.25*78.432*24*365/1000) = USD2232.96 million
Exchange rate (1 USD = RM 4.20) = RM9378.428 million
Net profit margin (30%) = RM2813.528 million
Net profit from leasing 48 MW to Sea Ltd per year = RM100.800 million
YTLPower owns 60% of this data center.
The net profit from YTLPower = 1748.597 million per year
Net profit from 150 MW of RE = 338.000 Million
Total net profit from DC = 2086.597 Million
Number of shares issued = 8.264 billion
EPS = 0.252

FY 2026
EPS from DC = 0.252
EPS from the existing business less 10% due to appreciation of RM = 0.387
Total EPS = 0.639
Assume PER = 10, the target price = 6.39
Assume PER = 15, the target price = 9.59

During its recent GTC conference in March, Nvidia announced the launch of the new Blackwell platform, with only select partners with first access to the chips. The list includes hyperscalers (AWS, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure). Nvidia Colour Partners (Applied Digital, Coreweave, Crusoe, IBM Cloud, Lambda) and sovereign AI cloud providers (Nebius, Nexgen Cloud, Singtel, Yotta, and YTLP).

I believe AWS (Amazon), Oracle, Microsoft and IBM have a good potential to lease AI data centres from YTLPower. These customers may be part of 40+40 MW leased by hyperscalers.

Oracle will invest US$6.5 billion in AI cloud and data centres in Malaysia. It will be very good news if Oracle really participates in the AI data centres of YTLPower like Nvidia. I believe this information will be available soon since Oracle has no intention to buy land and build AI data centres herself. If Oracle is keen to work with Nvidia on AI data centres, it is a logical choice to select the AI data centers of YTLPower.

Amazon will invest US$6.2 billion in AI cloud and data centres in Malaysia. It will be very good news if Amazon really participates in the AI data centres of YTLPower like Nvidia. I believe this information will be available soon since Amazon has no intention to buy land and build AI data centres herself. If Amazon is keen to work with Nvidia on AI data centres, it is a logical choice to select the AI data centers of YTLPower.

All the news shown big potential earning from AI data centers.
No reason to sell YTLPower loh.
Good luck.
Thank you.

Target price of YTLPower set by broker
HLIB - 7.45
Macquarie - 7.30
Affin - 6.45
TA - 6.39
MIDF - 6.39
RHB - 5.94
CIMB - 5.50

How to achieve this target price in 2024 if the share price continue to drop ?
Why still there are so many buyers queue to buy at 3.40 ?
Sure or not can drop to 2.00 !!
Global Fund managers are strongly recommend to buy Nvidia even at such high price.
Nvidia is the top stock picked by this investment guru.
I just come back from The Standard Chartered share investment seminar/promotion today.
Why ?
Nvidia is the partner of YTLPower on AI data centre.
Collaboration with Nvidia will bring huge profit to YTLPower on AI data centers.
Huge profit at least > 1.0 billion will be shown on FY 2026 profit.
3.30 is the bottom share price, hope the share price will support at 3.30.
Good luck.
Thank you.

Technology index is above 20-day EMA and it is bullish temporarily, hope that the worst is over for this stock.
RM also depreciated 5%, hope that the sell down on technology stock is over.
Good luck.
Thank you.

Technology index is above 20-day EMA and it is bullish temporarily, hope that the worst is over for this stock.
RM also depreciated 5%, hope that the sell down on technology stock is over.
Good luck.
Thank you.

Posted by ZennyBoy > 9 hours ago | Report Abuse

@OTB, I am new to investing but been learning a lot from you. I have a question about this statement from you to Beta Ipoh:
78,432 is derived from below.

Number of GPUs in one server 8,
Number of servers (100MW divide by 0.0102) 9,804,
Number of GPUs in total 78,431.

Can you explain deeper on your calculation of 0.0102 above? Thanks!
------------------------
The value 0.0102 seems to be a reference to the power consumption per server (in megawatts, MW). This number indicates that each server consumes 0.0102 MW, or 10.2 kilowatts (kW).
This means that with a 100 MW power capacity, you can support 9,804 servers, where each server consumes 0.0102 MW.

Why 0.0102?
The value 0.0102 MW likely reflects the specific power consumption of a certain server type equipped with multiple GPUs. In data centers, high-performance servers with multiple GPUs (used for AI, machine learning, or data processing) typically consume significant power, and this calculation aims to estimate how many such servers can run on 100 MW of power.

Does that help clarify the calculation ?
Thank you.

78,432 is derived from below.

Number of GPUs in one server 8 Details
Number of servers (100MW divide by 0.0102) 9,804
Number of GPUs in total 78,431

Thank you.

@Beta Ipoh,
USD (3.25*78.432*24*365*/1000), the amount expressed in million.
The above is the formula to calculate 100 MW of AI data centre.
I get this formula from the analyst report.

If I use USD (3.25*78432*24*365), the amount is expressed in billion.
180 MW = 1.8 * 100 MW.
Hope I explain.
Thank you.

@ Mr dragon328,
I predict Oracle and Microsoft will collaborate and lease AI data centres from YTLPower because of the collaboration of Nvidia with YTLPower.
If my prediction is true, the share price of YTLPower will be very high.
I put very high hope on this prediction.
Thank you.

@ Mr dragon328,
Thank you for your comments.
Currency exchange rate is very difficult to predict.
I just try to use a higher rate so that my EPS is lower.
Thank you.

Target price of YTLPower set by broker
HLIB - 7.45
Macquarie - 7.30
Affin - 6.45
TA - 6.39
MIDF - 6.39
RHB - 5.94
CIMB - 5.50

Recommendation
It is very difficult to forecast the actual profit of YTLPower until a clearer picture surfaced. All the above projected profits are based on my assumptions only. I just try my very best to project this future profit so that all my valued readers are better informed and ensure they invest in this good fundamental stock to win big.
I believe the share price of YTLPower cannot move up north temporarily due to an investigation by MACC on YTL Communications. We have to wait for a while to let his investigation be resolved. YTLPower is an international company doing business in many parts of the world. YTLPower helps Malaysia to earn a big sum of money from foreign countries, it is logical that the government cannot afford to do a big harm to her unless it is a big corruption scandal involving YTLPower.
I believe the share price of YTLPower at 3.30 is the bottom price, hence the downside is limited now. I will not cut losses anymore. I will Just hold on to the share because the upside potential is very big due to huge profit from AI data centres. I will ignore current bearish market sentiments and also the bearish technical chart. I will just keep YTLPower shares on a bit longer term basis.
Please note that many shortiests are not brave enough to short YTLPower shares because they know that the big profit from AI data centres will come into effect in FY 2025 and FY 2026/7.
I have been studying the AI data centres in the US and Nvidia for a long period of time, I just cannot believe that the potential profit from AI data centres is so huge.
There must be a good reason why all brokers in town are recommending a high target price for YTLPower. I believe the potential is from the AI data centres.
I dare not aim so high on the target price for FY 2025, if the share price of YTLPower can hit a high around 7.45 as recommended by HLIB, I will feel very happy and laugh all the way to the bank.
The target price for FY 2026 and FY 2027 will be very high because of the full capacity of AI data centres of more than 100 MW are utilised. We can have a better understanding once we read the annual report of YTLPower for FY 2025.
Oracle will invest US$6.5 billion in AI cloud and data centres in Malaysia. It will be very good news if Oracle really participates in the AI data centres of YTLPower like Nvidia. I believe this information will be available soon since Oracle has no intention to buy land and build AI data centres herself. If Oracle is keen to work with Nvidia on AI data centres, it is a logical choice to select the AI data centers of YTLPower.
It's quite plausible that Oracle might consider leasing data center capacity from YTLPower, especially given the established partnership between YTLPower and Nvidia. Oracle is deeply invested in providing AI services and cloud infrastructure, and its collaboration with Nvidia is central to this strategy. Since Nvidia has partnered with YTLPower to establish a 100 MW data center in Johor, Malaysia, it's reasonable to assume that Oracle could utilize these facilities to support its AI-driven cloud services, particularly for Nvidia-related infrastructure like NVIDIA DGX Cloud.
I believe Oracle may lease 50 to 100 MW AI data centres in Johor from YTLPower in the near future. If this information is true, the potential profit from this AI data centre will be huge to the extent of > RM10 billion per year based on the aforesaid calculation. The future potential profit from these AI data centres will be the core business of YTLPower. I also believe the share price of YTLPower will cross RM10.00 easily if the above deal is struck.
The Nvidia supercomputer will help the share price of YTLPower to go up to new highs.
YTLPower is very lucky to be selected as a partner of Nvidia in this AI DC project.
It is not so easy to find a very good fundamental and strong growth stock like YTLPower. Hence just buy and hold YTLPower on a longer term basis.
If you buy YTLPower shares around RM3.70, if the share price of YTLPower is able to hit the target price of RM7.45 set by HLIB, the ROI is > 100%.

The final decision to buy is always yours.
Good luck.
Thank you.