if looking to the price chart, it seems similar to those glove stock and those LD stocks price movement.

BUT, one major different is, PE.

@sasword
朋友，EPF的钱，老早就已经不在这里了。
早在去年的5月尾，持股量低于5%，不再成为大股东。
接着，EPF用了大约两个月时间，清空了自己的仓，同时也清空了YTL的仓。
目前持续持股的，已经换成外资。

@dragon 328, thank for the update.
Means, coming result, big possibility could secure at least 10 cents EPS.
If with the improvement of other segments, the EPS could be higher.
Hope the rumors about the coming result will be better then previous result is ture.

下月起旱季·料比往年严重 消拯局监视400热点
https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E4%B8%8B%E6%9C%88%E8%B5%B7%E6%97%B1%E5%AD%A3%C2%B7%E6%96%99%E6%AF%94%E5%BE%80%E5%B9%B4%E4%B8%A5%E9%87%8D-%E6%B6%88%E6%8B%AF%E5%B1%80%E7%9B%91%E8%A7%86400%E7%83%AD%E7%82%B9
他表示，预计今年的干旱天气将比过去3年更为严重。

我国天气（包括邻国），非常依赖雨水来降低温度。若持续的干旱，将拉升平均温度。
意思就是，今年的温度，很可能会比去年更为高。
一般上
1-3月, 7-9月温度是一般的温度。
4-6，则会偏高，同时也是全年最热的时段。
10-12，则会偏低，因为下雨量会比较多一些。

RHB 给PE15.
一个闭门会议之后，TP立马拉升那么多。。。Hmmmm
这是对AI DC，以及新加坡业务的信心喊话。
看来AI DC确实有利可图。
随着得标新氢气合同，CY2028继续保有竞争力。

@cgtan2020 , thanks for the file given.

@cgtan2020
Arigato for the article.

@wendy76 May i have the link, please?

亚洲生成式AI大赛升温
https://www.sinchew.com.my/news/20240124/finance/5331534

看来YTLP的AI DC，应该是和隔壁家进行竞争。这里有天然资源的地理优势，隔壁家有强大科技、人力技术的优势，到底谁能笑到最后？

NOW RM 3.91
MrFox TP > RM 4.00 😁
Uniholder TP RM 4.28 😁
CLSA TP RM 4.40 😁
SimplyyWlSt TP RM4.95😁
HLIB TP RM 5.15 😁

@chon99
You too.
I'm from east Malalysia, so still need to work.

YTL Power data centre ‘underappreciated’
https://www.thestar.com.my/business/business-news/2024/01/25/ytl-power-data-centre-underappreciated

@moncmondo87, may i have the link please?

@Jonathan Keung
Agreed, will wait with faith.
The time will come.

@dragon328 Haha, ok, noted.

NOW Rm 3.91😍
MrFox TP > 4.00😁
Uniholder TP 4.28 😁
SimplyyWlSt TP RM4.95😁
HLIB TP RM 5.15 😁😁😁😁😁😁😁

its doesn't matter whether got the link or not, just follow Dragon328 article, you will get mostly the content covered by the link.

Anyway, thank for the summarized link. @probability

hopefully i can switch YTLP to PBB 1:1 one day.
and switch to MBB 2:1.

Sorry，latest update

NOW Rm 3.91😍
MrFox TP > 4.00😁
Uniholder TP 4.28 😁
HLIB TP RM 5.15 😁😁😁😁😁😁😁

有读到一个article说，当一间企业能赚取大量现金，这些现金除了投资之外，还可以成为借贷的本钱。
看来数位银行，对一间手握大量现金的公司来说，可以成为另一个最大化现金的途径。

HLIB forcast FY24 net profit 3194m.
EPS 39 cents, nearly 40 cents.
Thanks for the link.

YTLP的AI DC部署：
买Kulai大片地，提供太阳能发电。
入股Ranhill，确保水供得到满足。
有SEA的率先入驻。
Nvidia的AI加持。

AI DC部署之后，如果再加上YES 5g网络，加上数位银行，会产生什么样的火花呢？

刚刚收到Boost的私聊，提供Beyond card的服务。
the Beyond Card by CelcomDigi & Boost, an international Prepaid Card that gives you instant access to pay later locally and globally at over 100 Million Mastercard accepted merchants!

You can get your Beyond Card in less than 3 minutes and immediately access to buy now pay later credit line for your next purchase 💳🚀

这是GXS之后的第二家得标的数码银行的启动项目。

还有余下三间，分别是：
三、冬海集团和YTL Digital Capital
四、永旺信贷（AEONCR）
五、KAF投资银行

看来各个数码银行正在陆续启动自己的项目。

sgd 3.52
usd 4.73
pound 6.01
Q3，增加看头。
AI所引来的外资，会继续推高股价吗？拭目以待。

PASSIVESTOCK
Im still confident with this stock, im want to keep a bit of cash, just in case.
Furthermore, im satisfied with the paper gain. 😊

hoplanner, EPS was substantial holder before and keep the tickets for so long, but during the early stage of price surging, EPF clear totally off its stack continuously. Maybe this is part of EPF sop.

昨天的调整，确实有吓到我下。
是时候调整我的Portfolio了。
把所有的鸡蛋都放在一个篮子里，确实风险高很多很多。
加上看到昨天的大调整，既然手头没现金进货，只能暗锤自己。

今天出了2.5%的货，价格是3.70.
我会继续出货。每10仙出一些。
若回调10仙，则会买进。

No wonder panic sell at here occur yesterday.
I just realize that few counter LD yesterday and today too.
Maybe they though the same pattern will happen here, for the share price of YTLP surged very high already, and afraid will LD like others.

chon99,
对，这是YTL企业一向来的作风，都是经过详细的考慮才投资。不打没把握的战，一打就是要打赢。
对企业相信的同时，自己也要做好功课，这样就能提高投资的收益。加油。

预期再上调 OpenAI年收入或达74亿
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E9%A2%84%E6%9C%9F%E5%86%8D%E4%B8%8A%E8%B0%83-openai%E5%B9%B4%E6%94%B6%E5%85%A5%E6%88%96%E8%BE%BE74%E4%BA%BF

虽然OpenAI对YTLP没有直接关系。不过可以成为参考的对象。
OpenAI有机会赚大钱利润，其他的AI赚取大利润的机会也相对提高。
若连OpenAI都碰了一鼻子的灰，其他AI的前途也会蒙灰。

若AI能带来盈利的效果，AI DC的使用率则可以相对提高。

AI时代2024-2053的7个趋势/孙德俊
https://www.enanyang.my/%E5%9C%A8%E5%95%86%E8%A8%80%E5%95%86/ai%E6%97%B6%E4%BB%A32024-2053%E7%9A%847%E4%B8%AA%E8%B6%8B%E5%8A%BF%E5%AD%99%E5%BE%B7%E4%BF%8A

2. AI即服务：

过去15年来是云服务发展迅速的时代，接下去30年是AI即服务（AI as a Service）的时代。AI会像水和电一样，是未来的公用事业，只要开关一on，它就会在你面前出现，帮你解决问题、完成任务。


这个YTLP正在做着。希望会成功。加油。

It noted that the project may also boost its data centre take-up rate in Johor.
我继续保留我之前的假设：数据中心是业务主角，超级电脑是辅助。
所以，20B的AI DC = 15b DC + 5b的超级电脑。我个人觉得这个模式，比较合情合理。

假若单单超级电脑就花费20b，这就让超级电脑的服务成为主角，而DC成为配角。我个人质疑这个模式，因为
目前还未看到YTLP为了建设这超级电脑而进行贷款的新闻。YTLP为了建设DC，是有向本地银行贷款的。第二，要透过一个超级电脑的服务来回本20b，这充满挑战。第三，假若为了拉动DC的业务，另外再投资额外的20b，是本末倒置。

隔壁家有几个DC reits。这些DC reits证明了，DC是可以制造长久的丰厚盈利（若都租得出去）。这些应该是YTLP的DC的主要目标。

至于AI所能制造的盈利，目前的资料就几乎没有。未来应该会有机会看到更多这方面的资料。

At that particular moment, YES, im thinking i should be mad liao.
But now, it was my best investment.
We wont go to TR.😄

Posted by MrFox > 42 seconds ago | Report Abuse
xiaochen@@
do u have YTLP shares? tks

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD
2023-07-18 11:20 | Report Abuse
@bullrun2025
40% of my stake bought @ RM 1.50
20% @ average down
40% @ Rm 1.32



Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD
2023-05-30 17:03 | Report Abuse
@WWCD1688 STILL CAN BUY?
My answer is: Why not?
My latest top up price is Rm1.33, adding 10% shares to the stack.
And my entry price is Rm1.51.



Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD
2023-05-29 15:35 | Report Abuse
Can't imagine i top up with price 1.33...
i think i must be mad.
Im still live in the penthouse, if exclude the dividend received and shares given.

Until today, my portfolio 100% YTLP.

Posted by PureBULL ... > 16 hours ago | Report Abuse

Every yr in msia, there r a few GWS as super A1 stocks.

Last yr 2023, there were 3.
PERTAMA crashed, followed by
RAPID n 2 of sitiawan kaput completely this week.

yes YTLPOWR, the expert in borrowing of $30 billion now n needs
to borrow another $10 billion at least for its DC biz, is the 3rd.
when will it kaput after its euphoric moments?
cld it be after it successfully gets the next $10 billion LOAN from the all banks?

https://www.tradingview.com/x/EjN6lY0E/

NB: this weekly stock chart shows the best of the v best MONEY in stocks of msia.
do meditate on it n use it as the template, to catch the next early ytlpowr!



YTLP get the loan to start the 15b DC in Kulai construction earlier than mar 2023.
The local bank no need to wait for YTLP mkt cap reaching for 28b or more to lend out money.

Im still wondering, share price go down mainly because of the share price is too high? or the profit of the company is getting fewer and fewer?

Im still wondering, why Nestle still maintain its hunderd over and refuse to come down?

But i am pretty sure that, i do smell something that is very very sour...

This one should be very clear now.
Sorry for my worse explanation.

Posted by PureBULL ... > 15 hours ago | Report Abuse

all tan sri know:

stock can't be play HIGH =
they will KAPUT, n
v badly if not for borrowing.,.



I do mention before, if you are sooooo sure predicting the price will KAPUT, no need for you to ADVICE us here.

Go and support the two put warrant la, and shop as much as you can, or borrow share from IB and short the price.

MrFox are u on board here?mind telling? tks

May i know what do you refer to?

chon99, i prefer wear mask. 🤣

Sorry for my not clear explanation. i dont mean to you. That refer to someone who predict the price will KAPUT.

@wkc5657 thanks for your effort to simplify this topic. I still keep learning.

https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E9%BB%84%E4%BB%81%E5%8B%8B%E6%98%AF2023%E6%9C%80%E4%BD%B3ceo
2010年左右，黄仁勋认识到未来人工智能的可行性及需求，公司开始开发有助于为ChatGPT等使用的人工智能提供动力的软件和硬件，英伟达为AI浪潮的到来提前做足了准备，从此一骑绝尘。

我觉得，Nvidia应该不会单单提供GPU硬体，以及软件。搞不好，Nvidia是租用Kulai的AI DC，来为马政府提供AI服务。换句话说，Nvidia是Kulai的AI DC的租户之一。

拉菲兹：创建数据库需成本数字化转型开销逾70亿
https://www.sinchew.com.my/news/20240108/nation/5265258

拉菲兹：今年第13大马计划重点改革劳力市场
https://www.sinchew.com.my/news/20240108/nation/5264407

有法律的设定，加上政府的推动，希望能积极为国家进一步迈向数码化。

Malaysia coming up with AI governance and code of ethics
https://www.nst.com.my/business/corporate/2024/01/998905/malaysia-coming-ai-governance-and-code-ethics

AI code of ethics is the development of policies and laws to promote and regulate AI to ensure the technology is used safely, ethically and responsibly.

LOL...HaHa...The government show their support of developing AI in Malaysia. Please promote more and more...

Renewable Energy Stocks: RE plays ride on energy transition theme
https://theedgemalaysia.com/node/695210

Got some update info regarding RE

TA TP Rm 2.60 ⚒
AmInvest AffinHwang TP RM 2.70 ⚒
RHB TP Rm 2.95 ⚒
MIDF TP RM 2.99 ⚒
CIMB TP Rm 3.00 ⚒
Kenanga TP RM 3.06 ⚒
D TP RM3.28 （just for fun）😂
NOW RM 3.44
HLIB TP RM 3.90 😁
MrFox TP > 4.00（Could consider this seriously now）😁
Uniholder TP 4.28 😁

@cgtan2020 nice emoji, good job.

TA TP Rm 2.60
AmInvest AffinHwang TP RM 2.70
RHB TP Rm 2.95
MIDF TP RM 2.99
CIMB TP Rm 3.00
Kenanga TP RM 3.06
D TP RM3.28 （just for fun）
NOW RM 3.32
HLIB TP RM 3.90
MrFox TP > 4.00（Could consider this seriously now）

最近的趋势
1. 股价这三天共升了超过60仙。PE也逐渐迈向10。可能是市场先生开始合理地对待YTLP也说不定。过去的股价，确实是严重地被低估了。

2. 根据去年的经验，YTLP会在第三季以及第四季派息。这情况已经持续两年。今年会一样吗？没答案。在全年派息两次之前，是一年派息一次，在更久更久的之前是每季派息。

3. YTL CEO有说过：YTL注意是YTL，FY24及FY25，每年派息1B的数额。差不多是YTL的每股9.5仙。不过，就没有对YTLP的派息说过什么。好消息是，YTL的派息，有一大程度是依赖YTLP的派息。既然YTL能拿1B出来派息，而且连续两年，那么YTLP的派息数额是必须跟上的。若YTLP在FY24有40仙的EPS，以40%的派息率来算，16仙股息是可行的。只是，若参考去年FY23的派息率，FY24派16仙的股息，可能性就蛮低的。不过纸上盈利，已经大大淡化了低股息的影响。

对于想一贴就概括了解此公司的人，这一贴提供一些基要的资料。

Few points taken from 1QFY24 (28/11/2023)
1. The PAT by PowerSeraya is much more beyond my expectation reaching 850m. This will be the key reference for coming quarter.

2. Water segment is improving, and I can expect next quarter to break even.
The higher revenue was contributed primarily from continued improvement in trading and new contract. (when the new contract become more and more, the profit will keep rising.)

3. Telecommunication segment, hope for the best next quarter. (maintain my own assumption, -50m for coming quarter)

4. Investment segment, hope Jordan side could do better. (if no surprise, 100m will be expected for coming quarter)

5. Total of 900m for next quarter.
6. TOTAL LIABILITIES: improve from 42,731,135k to 40,405,131k
7. Cash and cash equivalents: improve from 7,322,936k to 8,140,521k.
8. There was no dividend paid during the current financial quarter. (so sad)

PowerSeraya 的业务的高盈利稳定性会持续到至少FY2025。这是YTL CEO的预告，可信度超高。

YTL的营业诚信以及透明度是蛮健康的。我打从2017就已经持有YTLP，而且是全买。根据多年的追踪此公司的新闻以及发展，此公司是一间务实、努力、精明、持续派股息的公司。最糟糕的时刻，还派出高达80%总收入的股息，这令人感动。

根据以上几点，未来FY24以及FY25，每一季EPS维持10仙或以上是可行的。所以，有投行认为TP可以达Rm3.90不是梦。这是根据若市场给YTLP PE10的评价，全年40仙EPS，就等于股价Rm4。

以下几点，是可以进一步提升盈利的新业务。这几项新业务若成功，是可以让股价进一步突破每季EPS10仙的。
1. 位于柔佛古来的数据中心。这是公司重大的投资之一。是可以提供客观的收入。只是目前有关数据中心的盈利能力，因为业务太新，所以是未知数。第一期即将在来临3月开始营业。

2. AI数据中心。这个业务也非常新，盈利能力也是未知数。2024年年中会开始营业。

3. Rawang的WTE。已经是属于YTLP得标，不过还在等待全面批准的过程中。

4. 新加坡PowerSeraya有潜能从马来西亚进口再生能源。目前进口着100mw。大马政府会对出口的细节，作出公布。这要耐心等待，因为大马的效率一向来不太快。

5. 数码银行。YTLP和SEA公司合同一起得标大马5间数码银行的其中一间。目前这业务还未有任何进一步的新闻被发布。

6. MLFF，原本是有YTLP的子公司YTL Comm来开发次业务。不过面对质疑和被挑战，所以，这业务目前处于不明朗状态。

7. 最新的消息，英国的房地产Brabazon project在停顿几年之后，终于重启了。

8. 入股Ranhill 20%的股份。

Dalam mimpi pun tak percaya...

2019-2022, for 3 years, stock price struggle around 0.6X.
it takes only 3 days, for stock price surging more than 60 cents...