OTB

tbooi1168 | Joined since 2011-05-02

Investing Experience Advanced
Risk Profile Low

Attended numerous technical charting courses in town. Currently, still work as a Remisier (> 23 Years experience) in Malaysia. Competed in 2015 stock pick competition, made 129% gain in 12 months. I was the champion of 2015 stock pick competition in I3investor.com.

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Watchlist

2023-12-31 11:35 | Report Abuse

I know WCEHB is still a loss making company.
However, the market just ignore the present profit or loss, I believe the market takes into consideration the market cap to derive the target price.
The construction cost is around 8.06 billion, if you have this amount of money, you still cannot build a 233 km highway at this cost now.
Using the market cap at 8.06 billion, the number of share issued is 2.988 billion, the fair share price of WCEHB is around 2.70.
Using my calculation of 35% discount to the market cap, the fair share price of WCEHB is 1.76.
At 10% premium, the fair price of WCE-WF is at 1.55.
Hope it explains.

My Miss Universe stock now is YTLPower because of Nvidia partnership in green data storage center.
Thank you.

Watchlist

2023-12-31 10:32 | Report Abuse

Recommend Yinson is not to follow sharks or speculators.
Yinson is a good fundamental stock with strong earnings in 2023 and 2024.
All 10 analysts recommending a buy on Yinson, no hold or sell call from all analysts. All analysts from all investment banks will not recommend Yinson if there is no potential in this stock. Currently, the order book is the highest and I believe the order book will increase further in 2024 if more FPSO big projects are secured in 2024. The total order book now stands at USD 22.4 billion (RM 105 billion), it can last until 2048.

Please read the facts and figures stated below.

FY/PAT/Growth/Price/EPS/PER
FY2022/1257/-/0.67/0.16/4.32
FY2023/2022/61%/1.85/0.25/7.41
FY2024F/3000/48%/2.48/0.42/5.90
The average PER for the last 2 years is 5.86.
Presently at 2.48, the share price of YTLPower is trading at a PER 5.90.
At least the share price of YTLPower still perform according to the previous PER.

FY/PAT/Growth/Price/EPS/PER
FY2022/401/27%/1.96/0.13/15.08
FY2023/586/46%/2.39/0.21/11.22
FY2024F/956/63%/2.45/0.31/7.85
The average PER for the last 2 years is 13.15.
The PAT grows at 27%, 46% and 63% for FY2022, FY2023 and FY2024 respectively.
Presently at 2.45, the share price of Yinson is trading at a PER 7.85.
If using the average PER=13.15, Yinson should be trading at 4.07 in FY 2024.
The present share price of Yinson at 2.45 is really undervalued, no reason for such a low price.
Hope for better luck in 2024.
Thank you.

Watchlist

2023-12-31 10:12 | Report Abuse

Please show to me any stock I recommended that did not have any good fundamental in it.

I recommend Hengyuan after I noticed Q1 2022, the EPS is 15.82 cents.
Q2 2022, the EPS is 222.49 cents.
Moreover, I did make a million profit in 2017, I can afford to use my profit to invest in Hengyuan.
I cut loss after Q3 2022 showed a loss of 213.49.
I will never buy Hengyuan if Q1 and Q2 2022 results were not good.

一個好的投資人應該是見人所不能見,OTB早期發現潛力股,後來只是跟風,現在猶如賭徒(狂)下注。
The above statement is not true and very irresponsible to describe me.
Thank you.

Watchlist

2023-12-31 09:00 | Report Abuse

Posted by supersaiyan3 > 5 hours ago | Report Abuse
CharlesT, somehow people lost track, lol.
一個好的投資人應該是見人所不能見,OTB早期發現潛力股,後來只是跟風,現在猶如賭徒(狂)下注。
------------------------
Now Sifu follows sharks to goreng....sometimes kena goreng by sharks (AYS/Heng Yuan, Yinson)
---------------------
I do not think that the aforesaid statement is true.
I will never follow those sharks or speculators to gamble in the stock market.
I spend at least 12 hours a day and 7 days a week to do my research to find good fundamental stocks to invest.
No one can influence me or con me to buy any stock, I do my detailed homework to cover all corners before I buy.
I can come out with recommendation report back up by facts and figures.
I will never trust any statement, anyone or recommendation without facts and figures.
I will never make so much money if I did not do my homework or research.

So easy to con me to buy any stock without any good fundamental !! you must be dreaming loh !!
Thank you.

Watchlist

2023-12-30 14:03 | Report Abuse

I am a grateful person, I know the source of water after I drink the water (Chinese proverb).
Without Mr Koon's help, I will not make a lot of money in 2015.
I built my capital base after I win big in 2015 with Mr Koon's help on all furniture stocks and VS.
I will never forget his help even though all the stocks were selected by me.
I am also a real gentleman in I3, I never attack Mr Koon in I3.
I am still grateful to him.
Thank you.

Stock

2023-12-30 13:53 | Report Abuse

Posted by klee > 4 days ago | Report Abuse
confirmed Otb is on this rocket..
--------------
I invested in KGB and KGB-WB in a big way, win big in 2023.
I did not reply you because I want to reserve this information.
I selected KGB-WB in 2024 stock pick competition.
Thank you.

Watchlist

2023-12-30 13:45 | Report Abuse

Posted by CharlesT > 30 minutes ago | Report Abuse

BTW, Sifu OTB why do u think u lost 4 continuous years in I3 Stock Contest?
Hope u find the real reason n breaks my 5 years loss curse....
---------------
I did my analysis, I know what is the problem.
I will forget about the past, I am seriously want to win in 2024.
Hope for my good luck in 2024.
Thank you.

Watchlist

2023-12-30 13:07 | Report Abuse

Posted by CharlesT > 3 hours ago | Report Abuse

Anyway, my prediction for Sifu's I3 stock contest performance 2024:

Likely will be his 5 straight years of loss making.

Sifu may end up as bottom 10 also in 2024 (or maybe bottom 20, if we have more smart contestants this year like Blee or Speakup who wanted to fight to get the last position so as to win OTB's free Rm1K subscription fee )
---------------------
Based on my calculation, I do not think I will lose money on all 5 stocks I selected.
No one will know the future, I will reserve my comment after 2024.
Thank you.

Watchlist

2023-12-30 13:00 | Report Abuse

Posted by Cnlim > 4 hours ago | Report Abuse
by now all the Sifu will be multimillionaire after investing in stock market I hope is real n not in their dream
------------------
Posted by Cnlim > 3 hours ago | Report Abuse
even famous traders in us fall after wrong call be sincere always laughing all the way to the bank
--------------------
I believe I am a honest person, I did not tell any lie in I3.
If you spot any lie I tell, please show it to me.

Since 2009 until now, I have all transaction records with me, I lost money in 2018 and 2022.
I made a lot of money in 2015, 2020 and 2023.
I am sorry, I refused to disclose the amount of money I made.

I still make very good profit in 2023 on YTLPower, YTL, AAX, WCEHB and WF, KGB and KGB-WB, UEMS, Armada and others.
Thank you.

Stock

2023-12-29 21:13 | Report Abuse

我等到花兒也謝了.
Hope that I do not need to wait for 3 years.

I am very disappointed on this stock despite the net earning (PAT) grows at 27%, 46% and 63% for FY 2022, FY 2023 and FY 2024 respectively.
Presently at 2.50, the share price of Yinson is trading at a PER 8.06.
If using the average PER=13.15, Yinson should be trading at 4.07 in FY 2024.
The present share price of Yinson at 2.50 is really undervalued, no reason for such a low price.
Hope for better luck in 2024.
Thank you.

Stock

2023-12-26 10:13 | Report Abuse

I just hope that all people here must be professional, no personal attack.
Never badmouth other stock to promote your stock, this action is not very professional.

Please stop all the arguments, post your articles with facts and figures, I like to read all facts and figures to justify your selection.
Thank you.

Stock

2023-12-26 10:03 | Report Abuse

FY/PAT/Growth/Price/EPS/PER
FY2022/1257/-/0.67/0.16/4.32
FY2023/2022/61%/1.85/0.25/7.41
FY2024F/3000/48%/2.48/0.42/5.90
The average PER for the last 2 years is 5.86.
Presently at 2.48, the share price of YTLPower is trading at a PER 5.90.
At least the share price of YTLPower still perform according to the previous PER.

FY/PAT/Growth/Price/EPS/PER
FY2022/401/27%/1.96/0.13/15.08
FY2023/586/46%/2.39/0.21/11.22
FY2024F/956/63%/2.45/0.31/7.85
The average PER for the last 2 years is 13.15.
The PAT grows at 27%, 46% and 63% for FY2022, FY2023 and FY2024 respectively.
Presently at 2.45, the share price of Yinson is trading at a PER 7.85.
If using the average PER=13.15, Yinson should be trading at 4.07 in FY 2024.
The present share price of Yinson at 2.45 is really undervalued, no reason for such a low price.
Hope for better luck in 2024.
Thank you.

Stock

2023-12-26 09:23 | Report Abuse

Please read the link below.
https://finance.yahoo.com/news/heres-why-nvidia-stock-could-143000209.html
Nvidia is expected to deliver another year of terrific growth in 2024

The partnership of Nvidia in solar-power green data center of YTLPower will be a strong growth area in 2024.
Hopefully, we can see EBITDA margin of 50% = RM 2.0 billion after mid-2024.
The main bulk of profit of solar-power green data center will come in after FY 2025.
Thank you.

Stock

2023-12-26 09:22 | Report Abuse

If you buy Nvidia at 3.18 on 30/12/2011, the share price of Nvidia today is at 489.44.
ROI=15,291%.
If you keep a growth stock on a longer term basis, the ROI is a few thousand %.

I watch "Youtube" on Francis Yeoh's interview on YTLPower, if you invested 1 million in 1987, your return (ROI) is 156 million in 2023 ie 15500%.

I believe all assets of YTLPower will increase exponentially in the next few years.
Invest in YTLPower as a long term investment like what dragon328 recommended.

Watchlist

2023-12-25 11:24 | Report Abuse

CharlesT,
You will know at the end of 2023.
Just be patience for a few days.
I have selected 4 stocks, one more to go.

I hope to have a better luck in 2024.
Thank you.

Stock

2023-12-24 20:23 | Report Abuse

If you buy Nvidia at 3.18 on 30/12/2011, the share price of Nvidia today is at 489.44.
ROI=15,291%.
If you keep a growth stock on a longer term basis, the ROI is a few thousand %.

I watch "Youtube" on Francis Yeoh's interview on YTLPower, if you invested 1 million in 1987, your return (ROI) is 156 million in 2023 ie 15500%.
I believe all assets of YTLPower will increase exponentially in the next few years.
Invest in YTLPower as a long term investment like what dragon328 recommended.

Stock

2023-12-24 10:27 | Report Abuse

Please read the link below.
https://finance.yahoo.com/news/heres-why-nvidia-stock-could-143000209.html
Nvidia is expected to deliver another year of terrific growth in 2024

The partnership of Nvidia in solar-power green data center of YTLPower will be a strong growth area in 2024.
Hopefully, we can see EBITDA margin of 50% = RM 2.0 billion after mid-2024.
The main bulk of profit of solar-power green data center will come in after FY2025.
Thank you.

Watchlist

2023-12-22 21:59 | Report Abuse

Most of my followers or subscribers are my students and clients.
They joined my group about 10 years ago.
If they do not make money consistently, they will not continue to join my group until now.

No worry, I will select 4 good stocks in 2024.
Hopefully, they will perform well in 2024.
Thank you.

Watchlist

2023-12-22 21:49 | Report Abuse

The technical charts of YTL and YTLPower showed buy signals in March 2023.
I started to look at these stocks after March 2023.
Good quarter results only showed after May 2023.
Thank you.

Stock

2023-12-22 19:49 | Report Abuse

The share price of Yinson must close higher than 2.50 which is the 200-day SMA.
20-week EMA is at 2.47.
Weekly MACD is a buy signal now.
TA is still weak.
Thank you.

Stock

2023-12-22 13:43 | Report Abuse

FY/PAT/Growth/Price/EPS/PER
FY2022/1257/-/0.67/0.16/4.32
FY2023/2022/61%/1.85/0.25/7.41
FY2024F/3000/48%/2.48/0.42/5.90
The average PER for the last 2 years is 5.86.
Presently at 2.48, the share price of YTLPower is trading at a PER 5.90.

The average PER of FBMKLCI component stocks is around 15.00.
Even using PER=10, YTLPower should be trading at 4.20 in FY2024.
Hope for good luck in 2024.
Thank you.

Stock

2023-12-20 18:04 | Report Abuse

Dear harvest6138,
I ignore him all the time, I am only interested to gather information in this forum only.

All good information provided by dragon328 is so important to me, I really appreciate his effort.
I used to get attack from many naysayers in I3, I do not lose any money or any sleep because of them.
Jerichomy is a bankrupt here, he has no value to me.
Jerichomy is just a barbarian and a shameless liar in I3.
Thank you.

Stock

2023-12-20 17:27 | Report Abuse

If a person is good in character, no one should curse him in I3.
Jerichomy is a barbarian and a shameless liar here, someone cursed him, no one should defend and sympathize him.
Jerichomy deserved this type of punishment.
I think I3 admin did not do a good job here, the admin should ban him and suspend his account permanently.
I am very disappointed with I3 admin to allow this type of barbarian to post all nonsense in this forum.
Many writers left I3 because I3 admin did not do a good job here.
How can I3 admin allowed Jerichomy to post all nonsense and unrelated article in this forum ?
I3 admin should act fast to suspend Jerichomy's account in I3.

If a person is good in character, everyone will treasure him in I3.
I see no good reason I3 admin still treasure and protect Jerichomy in this forum.
I feel very disappointed.

Stock

2023-12-18 14:58 | Report Abuse

Posted by dragon328 > 2 hours ago | Report Abuse

The article also says Equinix, the largest data centre operator, is going to see its revenue jumping up from its current revenue of $8 billion a year.

Wikipidea says Equinix had invested over $25 billion capex by 2018 and it was doing revenue of around $5 billion in 2018, now doing $8 billion per annum.

This implies that annual revenue could be as high as 20% of capex spent, so for total investment of RM20 billion for YTL-Nvidia deal, the JV could earn up to RM4 billion revenue a year when fully developed.

Equinix recorded an adjusted EBITDA margin of around 50% for the 3 months ended 30 Sept 2018. So for the RM20b investment, YTLP JV in the AI data centre might see operating cashflows in the region of RM2 billion a year when fully developed.
------------------------
Thank you dragon328.
I fully understand your explanation now.
Best regards always.

Stock

2023-12-18 10:42 | Report Abuse

Dear dragon328,
Please read the link below.
https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2023-12-12-story-h-212491104-YTL_Power_YTL_Corp_Hit_Fresh_Record_Highs_on_AI_Hub_Tie_up_With_Nvidia
Quote !!
RHB Investment Bank Bhd, in a research note on Monday, raised its target price for YTL Power to RM2.95 from RM2.72, and maintained its “buy” call on the stock, and expressed a long-term positive view on its new collaboration with Nvidia.

The research house highlighted that YTL Power’s earnings growth should strengthen upon its successful delivery of the project in the long run, but investors ought to take note that additional capital expenditure (capex) requirements ahead could be rather intensive.

“We are unable to ascertain the earnings impact of this YTL Power-Nvidia deal at present.

“For the current 48MW hyperscale data centre (estimated capex: RM1.5 billion), the contract tenure is more than 10 years, and we estimate it to potentially generate [a] profit before tax (PBT) of RM100 million per annum,” it said.
Unquote !!

My comments :-
Based on my analysis, I believe Nvidia will take up 200 MW of solar-power green storage centre. Please read the link below.
https://www.datacenterdynamics.com/en/news/nvidia-ytl-power-partner-for-43bn-ai-data-centers-in-malaysia/
This analyst from RHB said that based on 48 MW hyperscale contract, YTLPower will make 100 million PBT per annum.
200 MW contract = 417 million PBT per annum.

Please verify and advise.
Thank you.

Stock

2023-12-16 16:44 | Report Abuse

Dear dragon328,
Thank you for your answer.
No worry, will not quote you.
I wish to learn it from you.
Thank you.

Stock

2023-12-16 16:26 | Report Abuse

Dear dragon328,
Please verify my calculation based on your assumptions.

1 MW = S$ 30 million
250 MW = S$ 7.5 billion
30% premium = S$ 9.75 billion
1 S$ = RM 3.50
30% premium = 9.75*3.5 = RM 34.12 billion
15% margin = RM 5.118 billion per year (PBT).
Please advise.

If the above calculation is correct, the future business of YTLPower + Nvidia on green data storage is bigger than the present business of YTLPower.
This scenario will happen in FY 2025 and 2026 which is not far away from now.
Please comment.
Thank you.

Stock

2023-12-16 13:31 | Report Abuse

Posted by probability > 2 hours ago | Report Abuse

to all the readers here who are refusing to respond or give any comments to the nonsense written by jerichomy, my greatest appreciation and respect...
--------------------------
Posted by Felix999 > Oct 14, 2023 8:58 AM | Report Abuse
"The greatest enemy of civilization is the barbarian within." - Heinrich Heine

I3 has many barbarians within and the worst type is Jerichomy.
Many right and sound minded people already leave i3 for good because of people like Jerichomy flooding the whole forum with his repeatedly cut and paste vulgarity, insult, slander and gibberish.

I3 used to be the place where investors can exchange useful opinion, figure and fact but sadly no more because of the many barbarian within.

Stock

2023-12-16 12:34 | Report Abuse

Jerichomy,
Do not make yourself a laughing stock in this forum.
Disappear yourself quietly will be a better way out to avoid all disgraces or insults.
You do not have any material to write on YTLPower, so far you do not even qualify to recommend a stock in I3.
You have nothing to fight here.
Do not let other readers laughing at you.
Just leave here quietly to save your face.
Enough of advice here.
Decide yourself.
-----------------------
When a person like Jerichomy is down, I never step on him again to make the situation worse.
I try to help him to get out of this bad situation.
I show him the best way out is to leave this forum quietly so that he will not be insulted again.
Jerichomy still want to be a stubborn person, continue to post all nonsense or Irrelevant articles in this forum to enable more readers to attack him.
I still appeal to him to leave this forum quietly to save his face, the final decision is always his.
Nothing much I can help now.
Thank you.

Stock

2023-12-16 12:04 | Report Abuse

Posted by Sslee > 12 hours ago | Report Abuse

https://klse.i3investor.com/blogs/Sslee_blog/2023-12-15-story-h-212372040-6_months_12_months_and_18_months_ROI_contest_part_II.jsp

6 months (15 June 2023 - 15 Dec 2023) ROI contest result:
Top 3
1. OTB YTLPOWER ROI: 93.41%
2. CALVINTANENG JAYATIASA ROI: 44.50%
3. PHILIP HARTALEGA ROI: 20.63%
----------------------------

Quote from dragon328's report.
YTL Power should rise from current RM1.30 in May 2023 to RM5.00 level by Mar 2025.

The timing of Mar 2025 should be right as by then:
1) PowerSeraya should continue to report strong earnings due to tight supply (Keppel new plant only comes in 1H 2026)
2) Wessex will have its new water tariffs adjusted up substantially for the new 5-year regulatory period due to its enlarged RAB and to compensate the high interest rates it is suffering these 2 years from a higher WACC
3) 1st phase green data centre should have been up and running contribution new earnings stream
4) digital bank business should find its footing after 1 year of operations
5) more visibility in power export timeline to Singapore.
------------------------------
My comments :-
1.) I believe Wessex should be in profit position in 2025.
2.) Green data centre should make profit in 2025.
3.) 5G YES - should be in profit position in 2024.

I believe the EPS for FY 2024 is = 0.42, take a PER=10, the target price of YTLPower should hit 4.20 in FY 2024.

I also believe the EPS for FY 2025 is = 0.50, take a PER=10, the target price of YTLPower should hit 5.00 in FY 2025.

My 2 cents comment only.
The final decision to buy is always yours.
Thank you.

News & Blogs

2023-12-16 11:57 | Report Abuse

Quote from dragon328's report.
YTL Power should rise from current RM1.30 in May 2023 to RM5.00 level by Mar 2025.

The timing of Mar 2025 should be right as by then:
1) PowerSeraya should continue to report strong earnings due to tight supply (Keppel new plant only comes in 1H 2026)
2) Wessex will have its new water tariffs adjusted up substantially for the new 5-year regulatory period due to its enlarged RAB and to compensate the high interest rates it is suffering these 2 years from a higher WACC
3) 1st phase green data centre should have been up and running contribution new earnings stream
4) digital bank business should find its footing after 1 year of operations
5) more visibility in power export timeline to Singapore.
------------------------------
My comments :-
1.) I believe Wessex should be in profit position in 2025.
2.) Green data centre should make profit in 2025.
3.) 5G YES - should be in profit position in 2024.

I believe the EPS for FY 2024 is = 0.42, take a PER=10, the target price of YTLPower should hit 4.20 in FY 2024.

I also believe the EPS for FY 2025 is = 0.50, take a PER=10, the target price of YTLPower should hit 5.00 in FY 2025.

My 2 cents comment only.
The final decision to buy is always yours.
Thank you.

News & Blogs

2023-12-16 11:56 | Report Abuse

Quote from dragon328's report.
YTL Power should rise from current RM1.30 in May 2023 to RM5.00 level by Mar 2025.

The timing of Mar 2025 should be right as by then:
1) PowerSeraya should continue to report strong earnings due to tight supply (Keppel new plant only comes in 1H 2026)
2) Wessex will have its new water tariffs adjusted up substantially for the new 5-year regulatory period due to its enlarged RAB and to compensate the high interest rates it is suffering these 2 years from a higher WACC
3) 1st phase green data centre should have been up and running contribution new earnings stream
4) digital bank business should find its footing after 1 year of operations
5) more visibility in power export timeline to Singapore.
------------------------------
My comments :-
1.) I believe Wessex should be in profit position in 2025.
2.) Green data centre should make profit in 2025.
3.) 5G YES - should be in profit position in 2024.

I believe the EPS for FY 2024 is = 0.42, take a PER=10, the target price of YTLPower should hit 4.20 in FY 2024.

I also believe the EPS for FY 2025 is = 0.50, take a PER=10, the target price of YTLPower should hit 5.00 in FY 2025.

My 2 cents comment only.
The final decision to buy is always yours.
Thank you.

Stock

2023-12-14 21:57 | Report Abuse

Please read the below link.
https://www.offshore-energy.biz/new-addition-to-yinson-productions-fpso-fleet-named-at-dubai-drydocks-world-gallery/
---------------------
FPSO Atlanta is almost ready for operations in Brazil.
Will find oil soon in 2024.
Good luck.
Thank you.

Stock

2023-12-14 21:44 | Report Abuse

I have said enough here.
I stop.
No point to waste my effort.
Thank you.

Stock

2023-12-14 21:40 | Report Abuse

Any benefit to read from Jerichomy's posting ?
Answer is no.
Jerichomy posted all nonsense and useless article here.
Wasting our time to read and waste the space here.
Jerichomy, the shameless liar, please stop all nonsense postings here.

Stock

2023-12-14 21:13 | Report Abuse

Q3 2024 result only reported one FPSO Anna Nery (USD 5.4 billion contract) project, net profit =248 million.
Q3 2025 result will report additional two FPSO (Atlanta - USD 1.9 billion contract and Maria Q - USD 5.2 billion contract) projects.
Q1 2026 result will report additional FPSO Agogo (USD 5.3 billion contract) project.

When all these 4 FPSO contracts are in operations, additional PAT of 1.1 billion per year will be reported in the annual result.
Good luck.
Thank you.

Stock

2023-12-14 20:41 | Report Abuse

Jerichomy's mother never teach him a basic manner in his life, hence Jerichomy continues to tell lies after lies in this forum.
Jerichomy is the scammer here, told all readers to sell and caused many readers to lose "easy money making opportunity".
Moreover, Jerichomy is a shameless liar here, continue to spread lies to cheat all readers here.
Shame on him, karma will hit hard on him.
Jerichomy deserved a severe punishment for telling lies here, hence Jerichomy lost in the stock market until bankrupt.
So far I know, Jerichomy is the only one lost in the stock market until bankrupt because he cheats and tells lies often in this forum.
People give him a chance to leave this forum quietly, he never treasure it.
Jerichomy wants readers here to curse him for telling lies after lies here.
Jerichomy, it is high time you go back to Tanjung Rambutan hospital to rest.
You have no value in this forum.
A sick person who knows nothing about YTLPower, continue to post all nonsense material here.
Jerichomy, please get lost.

Stock

2023-12-14 09:58 | Report Abuse

Quote from dragon328's report.
YTL Power should rise from current RM1.30 in May 2023 to RM5.00 level by Mar 2025.

The timing of Mar 2025 should be right as by then:
1) PowerSeraya should continue to report strong earnings due to tight supply (Keppel new plant only comes in 1H 2026)
2) Wessex will have its new water tariffs adjusted up substantially for the new 5-year regulatory period due to its enlarged RAB and to compensate the high interest rates it is suffering these 2 years from a higher WACC
3) 1st phase green data centre should have been up and running contribution new earnings stream
4) digital bank business should find its footing after 1 year of operations
5) more visibility in power export timeline to Singapore.
------------------------------
Dear dragon328,
1.) I believe Wessex should be in profit position in 2025.
2.) Green data centre should make profit.
3.) 5G YES - should be in profit position.

I hope there is a big growth in PAT for FY 2025.
Like to hear your comment.
Thank you.

Stock

2023-12-14 09:28 | Report Abuse

Thank you dragon328 to recommend YTLPower in your report, your recommendation made all readers here laughing all the way to the bank.
Buy and hold until 2025 to win big on YTLPower.
Good luck and thank you again dragon328.

Stock

2023-12-14 09:13 | Report Abuse

Comments from business investor.
-----------------------------------
AI stocks are all the rage this year.

Just five companies, all heavily involved with AI, have boosted the major averages into bull market territory.

One of those stocks, Nvidia, was up 189% in the first half alone.

But our Weiss ratings have been evaluating tech stocks — including artificial intelligence — for two decades.

And we were onto Nvidia sooner than practically anyone else.

In fact, our proprietary Weiss ratings first upgraded Nvidia to a “Buy” way back in 2011, when it was still mostly in the gaming business.

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A buy call on Nvidia in 2011, since that time, Nvidia’s shares are up 9,624%. So far.

A buy call on YTLPower in 2023, how far YTLPower can move up north ?
Time will tell us !!
It is quite safe to say that the business of YTLPower will be good at least until 2026.
Buy and hold YTLPower until 2025 like dragon328 said in his report, we should make huge profit.
Forget about short term trading.
"Make 3 sen take profit and lose 1 sen cut loss" strategy will not work in this stock.
Thank you.

Stock

2023-12-13 17:07 | Report Abuse

The business of YTLPower will be good at least until 2026.
Buy and hold YTLPower shares until 2025 is good enough to make the huge profit.

Stock

2023-12-13 17:02 | Report Abuse

The cost of production of oil using FPSO is < USD10.
I believe the price of crude oil will be > USD 60 for the next few years.
The owners of oil company using FPSO are laughing all the way to the bank.
The small drop of crude oil price will not affect FPSO operators.
So far no owner of oil company terminated FPSO contract with Yinson.
FPSO business is the cash cow of Yinson for the next 15 to 20 years.
Thank you.

Stock

2023-12-13 16:39 | Report Abuse

I believe the CEO of Yinson is also a very capable and smart person.
He is a real good CEO to make Yinson a very profitable company and enable Yinson to compete internationally especially on FPSO projects.
He just does not know how to create value for Yinson in the stock market.
He does not know how the stock market works in great details.
Very sad for Yinson !!

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2023-12-13 15:21 | Report Abuse

Quote !!
The management of Yinson is very good in securing FPSO contracts and making Yinson a very profitable company.
However, the management of Yinson is not good in supporting the share price of Yinson.

I believe Tan Sri Francis Yeoh will be a better director to support the share price of YTLPower.
Foreign funds are brought in to buy and take up the stake of EPF shareholdings of YTLPower.

I hope the Board Of Directors of Yinson will follow the same footsteps of Tan Sri Francis Yeoh to support the share prices of Yinson and Yinson-WA.
Unquote !!
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I believe Yinson will make a billion net profit or PAT for FY 2024 (January 2024).
However, the share price of Yinson cannot move up north for no reason.
The worst part is the share price of Yinson-WA is hitting new low and it is out of money.
I cannot believe the real happening here.

According to the below IBs, the target price of Yinson should be as follows :-
Maybank - 5.05
AMI - 3.98
Kenanga - 3.79
UOB - 3.95
CIMB - 3.57

IB reports and target price projections
IB/FY2024/FY2025/TP
MBB/872/1008/5.05
UOB /648/854/3.95
KEN/603/731/3.79
AMI/823/798/3.98
CIMB/1036/982/3.57
Note :
All 10 analysts recommending a buy on Yinson, no hold or sell call from all analysts. All analysts from all investment banks will not recommend Yinson if there is no strong potential in this stock.

To me, I blame the Board Of Directors of Yinson for not supporting the share prices.
Unlike Tan Sri Francis Yeoh who is a good director, he brings in foreign investors to buy up the shares holding of EPF. He also brings in foreign investors to buy a big portion of YTLPower shares.
I wish Tan Sri Francis Yeoh can be a director of Yinson, in this case the share price of Yinson will hit 5.05 which is the target price set up by Maybank IB.
Then Yinson can be another component stock of FBMKLCI in 2023 together with YTLPower and YTL.
A big disappointment here.

The 4 FPSO projects that Yinson secured will help Yinson to make a net profit or PAT of 1.1 billion for the next 15 to 20 years.
How many stocks listed in KLSE can make a PAT of 1.1 billion a year ?
Answer : Not more than 30 counters I guessed.
Thank you.

Stock

2023-12-12 21:43 | Report Abuse

Jerichomy,
Do not make yourself a laughing stock in this forum.
Disappear yourself quietly will be a better way out to avoid all disgraces or insults.
You do not have any material to write on YTLPower, so far you do not even qualify to recommend a stock in I3.
You have nothing to fight here.
Do not let other readers laughing at you.
Just leave here quietly to save your face.
Enough of advice here.
Decide yourself.

Stock

2023-12-12 17:20 | Report Abuse

Posted by moncmondo87 > 2 days ago | Report Abuse

To share ... FBMKLCI 30 stocks lately traded at an average PER of about 15x (14.96x to be exact), while klsescreener points to YTL Power's PER at 7.32x based on yesterday's closing price and the latest 4 quarters of PATAMI, at RM2.697bil (note also the averaged projected PATAMI for FY24 set by analysts covering YTL Power is RM2.801bil ).. If you accept this range of PATAMI for FY24, then when the counter is included in the 30 stock-Index (Dec 18 ?), one would expect a meaningful rise in its PER - maybe not up to 15x, but why not 9x-10x, or RM3 to RM3-30 ? Also to value in the delivery of the data center, improvement in the Wessex Water results, and now the collaboration with NVIDIA.
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I believe the above message is very logical to me.
Based on the current 4 rolling quarters result, EPS = 33.05 sen.
If PER = 15, the fair target price of YTLPower = 4.96.

YTLPower is included in FBMKLCI Index component stock on 18/12/2023, if the authority want to push up the FBMKLCI Index for 2023 (year end) to a PER = 15, the right stocks the authority should push are YTLPower and YTL.

I look forward to see a higher share price of YTLPower on 29/12/2023.
I hope to see a forward PER=15 for the share price YTLPower.
The share price of YTLPower at a PER=15 is 4.96 on 29/12/2021.
Let the time tells us the aforesaid phenomenon to happen on 29/12/2023.
Good luck and hope everyone will "huat" on YTLPower.
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Even at a PER=10, the share price of YTLPower is = 3.30.
Let the time tells us the aforesaid phenomenon to happen on 29/12/2023.
Good luck and hope everyone will "huat" on YTLPower.

Thank you.

Stock
Stock

2023-12-12 15:44 | Report Abuse

Posted by moncmondo87 > 2 days ago | Report Abuse

To share ... FBMKLCI 30 stocks lately traded at an average PER of about 15x (14.96x to be exact), while klsescreener points to YTL Power's PER at 7.32x based on yesterday's closing price and the latest 4 quarters of PATAMI, at RM2.697bil (note also the averaged projected PATAMI for FY24 set by analysts covering YTL Power is RM2.801bil ).. If you accept this range of PATAMI for FY24, then when the counter is included in the 30 stock-Index (Dec 18 ?), one would expect a meaningful rise in its PER - maybe not up to 15x, but why not 9x-10x, or RM3 to RM3-30 ? Also to value in the delivery of the data center, improvement in the Wessex Water results, and now the collaboration with NVIDIA.
---------------------------
I believe the above message is very logical to me.
Based on the current 4 rolling quarters result, EPS = 33.05 sen.
If PER = 15, the fair target price of YTLPower = 4.96.

YTLPower is included in FBMKLCI Index component stock on 18/12/2023, if the authority want to push up the FBMKLCI Index for 2023 (year end) to a PER = 15, the right stocks the authority should push are YTLPower and YTL.

I look forward to see a higher share price of YTLPower on 29/12/2023.
I hope to see a forward PER=15 for the share price YTLPower.
The share price of YTLPower at a PER=15 is 4.96 on 29/12/2021.
Let the time tells us the aforesaid phenomenon to happen on 29/12/2023.
Good luck and hope everyone will "huat" on YTLPower.
Thank you.

Stock

2023-12-12 14:21 | Report Abuse

I recommend YTLPower here, all readers make money.
Jerichomy is the only scammer here who called all readers to sell, a real scammer Jerichomy cum a shameless liar here.
Jerichomy, shame on you !!
Your mother did not teach you manner, so poorly behave !!
Your mother did not teach you to differentiate right or wrong !!
No wonder you lost in the stock market until bankrupt.
Shame on you lah !! Jerichomy !!
Jerichomy, you live in this world is wasting our resources, you should get lost here.

Stock

2023-12-12 12:03 | Report Abuse

Posted by Plantermen > 2 minutes ago | Report Abuse
Otb. Yes golden cross is a very bullish signal. Anybody looking at YTL or YTLP technical side. understand it don't happen everyday.
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Yes.
Based on my technical analysis training notes, Golden Cross is the most important buy signal.
Another one is the Weekly MACD buy signal.
Please take note.
Thank you.