Posted by rl68 > 1 hour ago | Report Abuse

@OTB, please share 3 keys insights from meeting the management of Yinson. Tq.
---------------------
Please read all my postings, I have covered all.
My portfolio on Yinson is a small one, I invest in Yinson because of strong fundamental and a growth stock.
Yinson is a very good investment for long term.
Strong cash flow will happen in FY 2027.
PAT will be > 1 billion after FY 2025.
Debt will be reduced after deliveries of FPSO vessels of Atlanta, Maria Quiteria and Agogo.
Thank you.

Please read this report via the link below.
https://www.oaklandspath.com/the-fpso-industry-and-top-tier-lessor-and-operator-yinson
This article would not have been possible without the sharing of Raymond Yap of CGSCIMB and Keat Seng of KSC.

According to a foreign broker report (Oaklands Path), the loan of a FPSO vessel will be taken over by the oil company once the vessel is delivered and finds oil.
In this case, both FPSOs Atlanta and Maria Quiteria will be delivered in the mid of 2024.
I am very sure they will find oil in 2024.
If the loans are taken over by the oil company, then the net debt will be reduced.
However, the loan on FPSO Agogo is US 1.5 billion, it is still outstanding.

I believe the cash flow will be positive in FY 2017 once FPSO Agogo is delivered and find oil at the end of 2025.
Thank you.

I do not think so because Yinson took 4 big orders at one go in 2021/2.
The construction cost of 4 FPSOs is about USD 6 billion.
This big amount of money has to come out from Yinson.
I met the management, they told me they have no choice because they want to expand FPSO business.
In future, Yinson will take one FPSO per year.

After the delivery of FPSO Atlanta and Maria Quiteria in the mid of 2024, financial stress on Yinson will be disappeared.
FPSO Agogo will be the only vessel left after mid 2024.
FPSO Agogo will be delivered at the end of 2015.
Thank you.

FPSO Atlanta. Brazil. 100% stake.
https://www.oedigital.com/news/494478-malaysia-s-yinson-brazil-s-enauta-pen-firm-contracts-for-atlanta-field-fpso
Contract value = USD 1.9 billion. 15 years firm and with option to extend 5 years.
Start operation in mid-2024.
Annual (charter rate) revenue = USD 1900 million/15 = USD 126.67 million = RM 595.35 million (1 USD = RM 4.70)
PBT (40% of revenue) = 238.14 million
PAT (37% tax) = 150.03 million

The PAT of this FPSO is RM 150 million per year for the next 15 years.
The charter service contract is 15 years firm and with option to extend 5 years.
Hope that the share price of Yinson will perform well in 2024.
Good luck.
Thank you.

Posted by cgtan2020 > 19 minutes ago | Report Abuse

@dragon328 CoreWeave will have about 45,000 GPU (NVIDIA HGX H100) in 2024, with each GPU rent @ USD4.76 per hour. If 90% of the capacities is on rent, it will generate about USD1.688Billion of revenue in 2024. How do you think YTL AI DC of 100MW will be like when all is deployed? Conservative guess will do.
-------------------------
Sorry !!
I try my method to calculate the EPS based on the aforesaid information.
Revenue = USD 1.688 Billion = RM 7.934 Billion (1 USD = RM 4.70)
EBITDA margin 50% = RM 3.967 Billion
PAT = 2.856 Billion (Assuming 28% tax)
NOSI = 8.158 Billion
Additional EPS = 0.35 in FY 2024
EPS from normal operations = 0.42
Total EPS = 0.77
If PER = 10, Target Price = 7.70
If PER = 15, Target Price = 11.55
Thank you.

Dear Bohliau10,
Please summarise your posting.
Old news please delete them.
Very difficult to read, do not know which is the new news and which one is the old one.
The posting by others can be read easily.
Please help.
Thank you.

The analyst from Interpac broker gives a PAT of 135 M in FY 2024 and 150M in FY 2025.
It means a growth of 35% in 2024 and 50% in 2025 if compared against PAT in 2023.
This stock is one of the best growth stocks in 2024 beside YTLPower.

Should keep a bit longer term for KGB and YTLPower to win big.
It is not so easy to find a strong growth stock in KLSE.
In KLSE, you cannot find a very good fundamental stock and also a growth stock.

KGB is a bit related to semiconductor industries, based on the report from Kenanga, the semiconductor industry will grow 12% in 2024 and 24% in 2025 respectively.
Thank you.

Posted by dragon328 > 13 minutes ago | Report Abuse

Hong Leong analyst has made a non-biased and professional assessment of the earnings prospect of YTLP, projecting a net profit of RM3.327b (EPS of 41.1 sen) for FY24, RM3.794b (EPS of 46.8 sen) for FY25 and RM3.896b (EPS of 48.1 sen) for FY26.

These are very close to what I have projected earlier - EPS of 40-42 sen for FY24 and 45+ sen for FY25 incorporating only 6 months (Jan-Jun 25) of contribution from AI data centre.

Posted by dragon328 > 16 minutes ago | Report Abuse

Hong Leong analyst Daniel Wong gave a very good update report on YTL Power this morning, reiterating BUY call with a tp of RM5.55.

After getting a management update, he commented on the latest AI venture development: "The mew setup YTL AI Cloud, in deploying and managing NVIDIA's latest Grace Blackwell-powered DGX Cloud (adopting GB200 GPUs), indicates NVIDIA's strong support of YTLPI's digital venture."

On Wessex Waters, he mentioned that the announced 11-12% average tariff hike for wholesale and 12-14% tariff hike for household effective Apr 2024 will revert Wessex into black in 4QFY2024 and a full year turnaround in FY25. It is also estimated of a further 15% increment in average tariff based on upcoming AMP8 (2025-2030) proposal for higher GBP3.5 billion capex spending (vs. GBP1.5bn in AMP7) and higher allowable real return (WACC based on CPIH) of 4.39% (vs 2.96% in AMP7). Hence he expects an even stronger results from FY26 onwards with accelerating RCV asset size (GBP4.2bn as at end-2023).

On PowerSeraya, he stated that Singapore's retail electricity prices continued to trend higher for the past few months (with actual data from major electricity retailers) despite the drop in average wholesale USEP. He said the management had guided that 75-80% of PowerSeraya business is driven by retail segment with another 10-15% by SP Group (i.e. vesting contracts with fixed margin). Hence the exposure to the wholesale USEP segment is just 5-10%.

"While YTLP does not have direct peers, we are still able to relate YTLP's earnings to Keppel, Sembcorb Industry and First Pacific with regards to the Singapore utilities sector. Bloomberg concensus has been estimating increasing earnings for Keppel, Sembcorp and First Pacific for FY12/24-26, contrary to YTLP's concensus estimating deteriorating earnings profile for FY06/24-26. We believe the concensus estimates is mainly due to concensus' lack of understanding of Singapore's utilities structure and consequently, earnings sustainability of YTLP."

This clearly supports my earlier argument that PowerSeraya's earnings will sustain into 2026 as there will be no new capacity supply in Singapore. Local analysts' projection of substantially lower earnings for PowerSeraya in FY06/24-26 is due to the lack of understanding of the Singapore electricity market and structure. They have obviously over-played the "normalisation" of PowerSeraya earnings.

Post removed.Why?

Post removed.Why?

Many readers here are fearful of YTLPower because of the badmouth news by naysayers in this forum. Please read the technical chart again to comfort yourself.

Those readers who are good in technical charting, please verify my message below and tell me any part of my article is not true.
Did I simply talk without facts in this article using imagination instead of a true technical charting technique ?
All comments are welcome so that I can improve myself.
Thank you.

--------------------------
Posted by HuatRex1314 > 21 hours ago | Report Abuse
Based on my 20 years of TA analysis, ytlp will break above 3.70 very soon. Let's see.
------------------------
Looking at the closing price at 4.50 pm, many buyers appeared and absorbed many big selling orders.
The volume transacted at 4.50 pm is around 34 million shares at 3.68.
I believe your prediction is excellent, hope that the share price of YTLPower will cross 3.71 next week.
Good luck.
Thank you.
-------------------------------
I hope that the share price of YTLPower will cross 3.71 to confirm a trend reversal.
It is even better if the share price can cross 3.79 convincingly because 3.79 is the price level of 20-day EMA.
Once 3.71 is crossed convincingly, stochastic, daily MACD, Parabolic SAR and Force index will show buy signals to confirm the long correction mode is over.
This correction is quite long, it lasted > 1.5 months.
The uptrend will start after 3.71 is crossed convincingly.

Looking at the monthly chart, the present correction is a Second wave down. Once the Third Wave up starts, the share price movement will be very fierce. I believe the share price of YTLPower will move up north very fast. I also believe the target price of YTLPower in 2024 will be very high.
My 2 cents comment based on TA.
Thank you.

Thank you dragon328 for your explanation.
Best regards always

Post removed.Why?

Posted by OTB > 1 week ago | Report Abuse

UBS sold 57.8 million shares on 29/2/2024, the volume was very high.
However, the candle on 29/2/2024 is still green.
It means other funds are buying while UBS was selling.
Thank you.
------------------
The share price of YTL is at new high.
It means other institution funds are buying YTL despite UBS is reducing its stake.
Good news.
Thank you.

Posted by OTB > 1 week ago | Report Abuse

UBS sold 57.8 million shares on 29/2/2024, the volume was very high.
However, the candle on 29/2/2024 is still green.
It means other funds are buying while UBS was selling.
Thank you.
------------------
The share price of YTL is at new high.
It means other institution funds are buying YTL despite UBS is reducing its stake.
Good news.
Thank you.

Posted by sultan > 1 minute ago | Report Abuse
Appreciate the folks who are willing to share their constructive analysis here with good intention. Of course, investors must go through their risk management.
-------------------------
Yes, you are right.
When the share price is down, the below comments are not fair to all promoters.
1.) Say promoters cheat all small investors.
2.) Karma will hit hard on these promoters.
3.) Promoters recommended YTLPower all the time, day and night to cheat small investors.
4.) Promoters sold the shares quietly to cheat small investors.
5.) Call all promoters as "shameless liars".

Dragon328 recommended YTLPower at 0.70 with good deeds.
I recommended YTLPower at 1.10 with good deeds.
The present share price at 3.85, investors still make a lot of money, these investors never pay us a single cent commission when they win.
When they lose on speculation, these naysayers said promoters cheat all small investors.

Please stop all these nonsense.
I know my responsibility, I share all the best information I know.
Please be fair and please stop all these nonsense.

The bottom line, I share my knowledge with good deeds.
I do not guarantee all investors make money.
There is no sure win in the stock market.
Take our sharing as a reference only, buy and sell is your decision.

Thank you

Posted by HuatRex1314 > 21 hours ago | Report Abuse
Based on my 20 years of TA analysis, ytlp will break above 3.70 very soon. Let's see.
------------------------
Looking at the closing price at 4.50 pm, many buyers appeared and absorbed many big selling orders.
The volume transacted at 4.50 pm is around 34 million shares at 3.68.
I believe your prediction is excellent, hope that the share price of YTLPower will cross 3.71 next week.
Good luck.
Thank you.
-------------------------------
I hope that the share price of YTLPower will cross 3.71 to confirm a trend reversal.
It is even better if the share price can cross 3.79 convincingly because 3.79 is the price level of 20-day EMA.
Once 3.71 is crossed convincingly, stochastic, daily MACD, Parabolic SAR and Force index will show buy signals to confirm the long correction mode is over.
This correction is quite long, it lasted > 1.5 months.
The uptrend will start after 3.71 is crossed convincingly.
Looking at the monthly chart, the present correction is a Second wave down. Once the Third Wave up starts, the share price movement will be very fierce. I believe the share price of YTLPower will move up north very fast. I also believe the target price of YTLPower in 2024 will be very high.
My 2 cents comment based on TA.
Thank you.

Posted by HuatRex1314 > 21 hours ago | Report Abuse
Based on my 20 years of TA analysis, ytlp will break above 3.70 very soon. Let's see.
------------------------
Looking at the closing price at 4.50 pm, many buyers appeared and absorbed many big selling orders.
The volume transacted at 4.50 pm is around 34 million shares at 3.68.
I believe your prediction is excellent, hope that the share price of YTLPower will cross 3.71 next week.
Good luck.
Thank you.
-------------------------------
I hope that the share price of YTLPower will cross 3.71 to confirm a trend reversal.
It is even better if the share price can cross 3.79 convincingly because 3.79 is the price level of 20-day EMA.
Once 3.71 is crossed convincingly, stochastic, daily MACD, Parabolic SAR and Force index will show buy signals to confirm the long correction mode is over.
This correction is quite long, it lasted > 1.5 months.
The uptrend will start after 3.71 is crossed convincingly.
Looking at the monthly chart, the present correction is a Second wave down. Once the Third Wave up starts, the share price movement will be very fierce. I believe the share price of YTLPower will move up north very fast. I also believe the target price of YTLPower in 2024 will be very high.
My 2 cents comment based on TA.
Thank you.

Dear dragon328,
In Malaysia, I know that the electricity tariff is moving up in one direction in the last 40 years, i.e moving up and never moving down.
I do not know about the electricity tariff in Singapore, so far did the electricity tariff went down in the past 20 years ?
Please advise.
Thank you.

Posted by HuatRex1314 > 21 hours ago | Report Abuse
Based on my 20 years of TA analysis, ytlp will break above 3.70 very soon. Let's see.
------------------------
Looking at the closing price at 4.50 pm, many buyers appeared and absorbed many big selling orders.
The volume transacted at 4.50 pm is around 34 million shares at 3.68.
I believe your prediction is excellent, hope that the share price of YTLPower will cross 3.71 next week.
Good luck.
Thank you.

Posted by HuatRex1314 > 21 hours ago | Report Abuse
Based on my 20 years of TA analysis, ytlp will break above 3.70 very soon. Let's see.
------------------------
Looking at the closing price at 4.50 pm, many buyers appeared and absorbed many big selling orders.
The volume transacted at 4.50 pm is around 34 million shares at 3.68.
I believe your prediction is excellent, hope that the share price of YTLPower will cross 3.71 next week.
Good luck.
Thank you.

Posted by Felix666888 > 3 minutes ago | Report Abuse
Why after 1 month came and show off here sold at 4.20? This got code of ethic?
--------------------
Are you a mad lady here ?
Do you know that you are simply telling lies here ?
I recommended YTLPower at 1.10, I already informed all readers here my target price is 4.20.
Please check my postings in this forum.
I never inform any reader here to sell shares, it is my code of ethic.
Say what you like, I have made it very clear here.
Please stop attack me.
I never attack you, I do not want to have any dealing with you.
Please leave me alone.
Any attacker on you is not my macai unless you can show proof.
No good to simply accused me.
I did not harm you at all.
Thank you.

Posted by Felix666888 > 2 minutes ago | Report Abuse
Sifu level must maintain your status don't come here quarrel with forumers.
What type of sifu produces what type of students.
The macai so low class. 🤣🤣🤣🤣
----------------
Please stop telling lies here.
Are you sure he is my macai.
You are a shameless liar here.

Enough loh !!
I did not steal.
I did not commit CBT in Malaysia.
I am not a thief.
I stop here.

Ks55,
I am definitely more educated than you.
At least I did not steal money.
At least I did not commit CBT in Malaysia.
I am not a thief here.

Ks55 is an educated person, but he committed CBT offend.
An university student, so what !!
A very dishonest man and a shameless liar here.

Posted by PureBULL ... > 39 minutes ago | Report Abuse

never quarrel with me or choose wisely as the last to do so.
when i was young, i will changllenge u to the last straw.,.
i can pay n my gang will go after u, anytime u cross the road!
------------------
I think you should do it.
Really an uneducated liar here.

Posted by ks55 > 2 hours ago | Report Abuse
And the promoter had all the ill-gotten money and proudly show off to the world.....
-----------------
I promote to buy at 1.10, all laughing to the bank.
Fxxk you Ks55, you are a shameless liar here.

Posted by Felix666888 > 4 minutes ago | Report Abuse
Siapa makan cili dia rasa pedas. No posting in Feb?
------------------
You want to start war with me.
Hopeless person here.
Do not behave like a shameless liar here.

Posted by Felix666888 > 5 hours ago | Report Abuse
The kongkam OTB macai using other people`s fake ID.
------------------
You are a shameless liar here.
Do you know this person ?
How you know he is my macai ?
I told you politely not to repeat it, you still continue to accuse this person is my macai.
Please show proof.
You behave very low class here, simply telling lies here.
You are a female, I dare not scold you !!

Posted by Felix666888 > 1 hour ago | Report Abuse
Some people said they have code of ethic, they don't tell formers here when to sell. During Feb 2024 when the price hit the peak they still full force hard selling YTLP. After 1 month they posted here have sold at the peak price.
I don't understand what is this code of ethic loh.
------------------------
You behave very low class and uneducated here.
Do not simply say something is not true.
I did not promote YTLPower after the share price crossed 3.00.
I did not promote very strongly when I recommended a buy at 1.10.

Please show me any proof that I badmouth any stock.
Please show me any article I tell readers in I3 to sell stock.
Very sad to read your postings, talking nonsense without facts.
Please show proof.

Post removed.Why?

Thank you HuatRex1314.
Appreciate your reply to boost up my morale and conviction.
Best regards always.

The total order book of Yinson = USD 22.4 billion or RM 105 billion, it can last until 2048.
The production cost of a FPSO is about USD 10 per barrel.
Even the crude oil price is at USD 80 per barrel, the oil company is laughing all the way to the bank.
The oil company wants the FPSO vessel urgently.
The FPSOs Maria Quitera and Atlanta will be delivered in the mid of 2024.
Once they find oil, Yinson will charge the chartered rate, the editda of a FPSO is about 40% of the revenue.

1.) FPSO Maria Quitéria. Brazil. 100% stake.
https://www.theedgemarkets.com/article/yinson-lands-fpso-contracts-worth-us52-billion-brazil
Contract value = USD 5.2 billion. 22.5 years firm.
Start operation in mid-2024.
Annual (charter rate) revenue = USD 5200 million/22.5 = USD 231.11 million = RM 1.086 billion (1 USD = RM 4.70)
PBT (40% of revenue) = 434.40 million
PAT (37% tax) = 273.67 million

2.) FPSO Atlanta. Brazil. 100% stake.
https://www.oedigital.com/news/494478-malaysia-s-yinson-brazil-s-enauta-pen-firm-contracts-for-atlanta-field-fpso
Contract value = USD 1.9 billion. 15 years firm and with option to extend 5 years.
Start operation in mid-2024.
Annual (charter rate) revenue = USD 1900 million/15 = USD 126.67 million = RM 595.35 million (1 USD = RM 4.70)
PBT (40% of revenue) = 238.14 million
PAT (37% tax) = 150.03 million

The PAT of these 2 FPSOs is RM 424 million per year.
Hope that the share price of Yinson will perform well in 2024.
Good luck.
Thank you.

Hope that the share price of YTLPower will cross 3.71 next week to confirm a trend reversal.
Once 3.71 is crossed convincingly, stochastic, daily MACD, Parabolic SAR and Force index will show buy signals to confirm the long correction mode is over.
This correction is quite long, it lasted > 1.5 months.
The uptrend will start after 3.71 is crossed convincingly.
Good luck.
Thank you.

Posted by HuatRex1314 > 21 hours ago | Report Abuse
Based on my 20 years of TA analysis, ytlp will break above 3.70 very soon. Let's see.
------------------------
Looking at the closing price at 4.50, many buyers appeared and absorbed many big selling orders.
The volume transacted at 4.50 pm is around 34 million shares at 3.68.
I believe your prediction is excellent, hope that the share price of YTLPower will cross 3.71 next week.
Good luck.
Thank you.

Posted by xiaoeh > 17 minutes ago | Report Abuse

and look at OTB sifu
to clear himself clean he can just brought out unproven news
no point arguing with this so call master la
-------------------
Please leave me alone.
I do not do any harm to anyone here.
Likewise in YTLPower.
I share my information with good deeds.
I never attack anyone in I3.
Thank you.

Ks55 is a CBT offender in Malaysia, he committed a cheating case in Malaysia.
His words cannot be trusted.

I treasure my reputation, money is not so important now.
It is wasting time to argue with a CBT offender.
Result will speak louder at the end of 2024.

YTLPower can perform or not, time will tell.
I stop here.

Posted by ks55akaKFCHEN > 2 minutes ago | Report Abuse

ks55 @ ks55...Since your identity is made known the only recourse is to SUE for slander.Are you brave enough to face justice.
We have evidences about your se xual harrasment cases of your junior female technicians in the steel mill.Ask Miss Kua the HR manager to testify here lah if you are brave.
-------------------------
Another true story to tell here.
Good to know this shameless liar Ks55.

How to trust a CBT offender ?
Real cheating.

Money is not everything, reputation is more important than money.
I prefer reputation so that I can stand tall in the society.
No worry, his money will be lost in other mean.
Sad to know this story.

I do not like to attack anyone in I3.
I have to break the rule because I cannot stand this cheater ks55.
This person was caught with CBT offence.
Shame on him.

Posted by ks55akaKFCHEN > 3 minutes ago | Report Abuse
I am ks55 aka GMCHENKWONG FATT .I was sacked for CBT while working as A GENERAL MANAGER in AMSTEEL..got credibility meh
-------------------
Oh !! how to trust this person !!
This person has CBT records.
No wonder, nobody trusts him loh !!
Still talk as if he is so good.
Too bad, no one trusts his words.
Readers here think that he is bullshit here.
------------------
I believe it is a true story now.
Money is not everything, reputation is more important than money.
I prefer reputation so that I can stand tall in the society.
No worry, his money will be lost in other mean.
Sad to know this story.

I do not like to attack anyone in I3.
I have to break the rule because I cannot stand this cheater ks55.
This person was caught with CBT offence.
Shame on him.

Posted by ks55akaKFCHEN > 3 minutes ago | Report Abuse
I am ks55 aka GMCHENKWONG FATT .I was sacked for CBT while working as A GENERAL MANAGER in AMSTEEL..got credibility meh
-------------------
Oh !! how to trust this person !!
This person has CBT records.
No wonder, nobody trusts him loh !!
Still talk as if he is so good.
Too bad, no one trusts his words.
Readers here think that he is bullshit here.
------------------
I believe it is a true story now.
Money is not everything, reputation is more important than money.
I prefer reputation so that I can stand tall in the society.
No worry, his money will be lost in other mean.
Sad to know this story.

I feel very sad to talk to a CBT offender in I3.
I do not wish to argue with this cheater.

2024 is not ended yet, too early to jump into conclusion.
Ks55 is the only shameless liar jumps into conclusion that we will lose in YTLPower.

There is no record that Ks55 made a lot of money in KLSE.
There are many records that Ks55 is cheating in I3.
Please read all records today.

Posted by ks55akaKFCHEN > 3 minutes ago | Report Abuse
I am ks55 aka GMCHENKWONG FATT .I was sacked for CBT while working as A GENERAL MANAGER in AMSTEEL..got credibility meh
-------------------
Oh !! how to trust this person !!
This person has CBT records.
No wonder, nobody trusts him loh !!
Still talk as if he is so good.
Too bad, no one trusts his words.
Readers here think that he is bullshit here.

ks55 is a real conman in this forum.
Telling lies here.
The article in Nvidia is a true fact, everyone ack it.
Ks55 is the only one does not believe.
The article is released with the presence of DSAI (our beloved PM) to witness it.
Can this article a faked one ?
Only a shameless liar will say it is a faked one.

Ks55 is the shameless liar will say this article is faked.
Only a shameless liar will deny the facts.
Ks55 is the shameless liar here.

We are sharing all information here with good deeds before until this shameless liar Ks55 comes in to say that dragon328 and I are cheating all readers here.
Ks55 barked on the article on Nvidia to say that we are cheating all readers here.
It is not a fair statement.
Ks55 is the only person in this forum does not believe in this article, others all believe it because it is a public knowledge.
Ks55 does not believe it, it is fine. No one forces him to believe it.
Stop calling us shameless liars because we do not tell lies like him in I3.
Shame on you !! Ks55 !!