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
NOW RM 3.07
D TP RM3.28 （just for fun）
HLIB TP RM 3.90
Mr.Fox TP > 4.00（Don’t be too serious at the moment）

TA TP Rm 2.60
AmInvest AffinHwang TP RM 2.70
RHB TP Rm 2.95
Now RM 2.96
MIDF TP RM 2.99
CIMB TP Rm 3.00
Kenanga TP RM 3.06
HLIB TP RM 3.90

Plantermen, your points are reasonable.

Just like rolling the snow ball.

@moncmondo87, thanks for further explanation.
@dragon328, agreed.

@probability, thanks for explanation, really appreciate that.

I'm guessing, the AI in Kulai, is build for our government, especially phase one.
PMX will use this AI to generate all info needed to launch his "precision subsidy".

With the help of AI, all assets, cash, dividend received, rental, etc hold or earn by someone will list down completely if AI can access to all related data base. AI is very capable to sort these things out.

With the launching of “centralize of all invoice or receipt”, AI will know or even predict how much you can earn in a year.

With the help of cashless transaction, every transaction will be transparent.

Conclusion, no way to hide, black economy will be reduced.

By using this supercomputer, the government will save money through "precision subsidy".
Hope by providing supercomputer service, YTLP could generate decent profit.

@Drogon328, It is reasonable and achievable to predict 10 cents per share for coming quarter. Furthermore, the CEO of YTL said before, the profit of PowerSeraya will last for a least until the end of FY2025. So, HLB prediction will be more accurate if compare to others.

There still some huge investment is occurring, still not sure will these investments drag down the total EPS or not.
1. PowerSeraya is building another 4mw solar power in Singapore.
SINGAPORE: YTL PowerSeraya (YTLPS) will invest more than S$5mil to expand the amount of solar power generated at its Pulau Seraya Power Station to 5MWp (megawatt-peak) by September 2024, up from the existing 1MWp.

2. YES is taking up it's stack in DNB.

3. DC in Kulai still under construction.

4. Supercomputer in Kulai should be under construction.

5. Noe sure YTLP do make some provision for starting up its digital banking business or not.

Few points taken from 1QFY24
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 PAT of 900m for next quarter.

TA TP Rm 2.60
AmInvest AffinHwang TP RM 2.70
Now RM 2.72
RHB TP Rm 2.95
MIDF TP RM 2.99
CIMB TP Rm 3.00
Kenanga TP RM 3.06
HLIB TP RM 3.90

i have look through the PADU website, no other language option, only in bahasa. Actually it is quite unusual, maybe this will be the new start up for the new normal for Malaya.

Malaysia akan lanjut ke era baru dengan tingkatkan kegunaan bahasa dalam semua bidang. (Hanya wujud di tanah melayu, sarawak masih kekal dengan ingeris)

Jika anda isi borang PADU, kesemuanya dalan bahasa.

Ini mungkin menunjukkan bahawa kerajaan sokong dengan AI DC yang ditubuhkan oleh YTL Com.

Five trends for data center transformation in Southeast Asia
https://www.ey.com/en_ph/strategy/five-trends-for-data-center-transformation-in-southeast-asia

If you read through this article, you will find out that, YTLP AI DC in Kulai, seems to be one the most suitable and capable company which fulfill all the criteria needed to run a AI DC optimally.

@dragon328
hehe, 49% undervalue...
Malaysia is under the process of catching up.
Hopefully through implementing this AI technology, not only blessing YTLP but whole Malaysian.

自动交易,散户躺赚/麦传球
https://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/%E8%87%AA%E5%8A%A8%E4%BA%A4%E6%98%93%E6%95%A3%E6%88%B7%E8%BA%BA%E8%B5%9A%E9%BA%A6%E4%BC%A0%E7%90%83

不懂这跟AI会有关联吗？若是，AI DC是可以做不少事情的哦。

i strictly disagree with the rude word to curse a family.
May i know how to report abuse to this cursing username?

@Dragon328
Thank for your input.
At this moment, there are only a few information regarding the coming AI DC.
When time comes, more info will come out.
We wait together.

@Dragon328
there are two type of Data Center.
1. ordinary data center
2. AI data center

My understanding is
ordinary data center + supercomputer = AI data center.
Dont know im right or wrong.

And if ordinary data center + supercomputer = AI data center, then with the latest deal with Nvidia, the supercomputer (5b) purposely build to upgrade the Kulai data center (15b) into AI data center with total investment 20b.

if my assumption is wrong, that's mean the latest deal alone will cost 20b, and make the total of 35b.
15b for kulai data center,
20b for Nvidia supercomputer
total 35b of investment on this AI computer center.

个人觉得这超级电脑不太可能需要到20b的投资。若是20b，要回本是大挑战，所以，应该这超级电脑并不需要那么多的钱来建。可以参考以下的链接。
The cost of designing, assembling, and installing a supercomputer can range anywhere between USD 100 million and USD 300 million. These systems use around 6-7 megawatts of power on average, with peak consumption approaching 9.5 megawatts.
https://www.technavio.com/report/supercomputer-market-industry-analysis

很可能这20b是包含15b的数据中心，以及余下的5b应该是给超级电脑。

这样的推理会比较合适。这额外的5b是为了15b的数据中心的投资，好让数据中心的业务得到提升。

隆新高铁会在2024年重启？辉达和YTL合作的AI数据中心是大马经济转型的新里程碑？【谈股论金 137】
https://www.youtube.com/watch?v=dcAh65-RggE

多车道自由流通项目 反贪机构:“委任协议”欠透明
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%A4%9A%E8%BD%A6%E9%81%93%E8%87%AA%E7%94%B1%E6%B5%81%E9%80%9A%E9%A1%B9%E7%9B%AE-%E5%8F%8D%E8%B4%AA%E6%9C%BA%E6%9E%84%E2%80%9C%E5%A7%94%E4%BB%BB%E5%8D%8F%E8%AE%AE%E2%80%9D%E6%AC%A0%E9%80%8F%E6%98%8E

不过，工程部长拿督斯里亚历山大南达林奇表示，该项目的授标尚未最终确定，政府在内阁评估此事后，才于去年11月17日批准了关于多车道自由流通概念的“委任协议”。

南达表示，该协议只是要求该公司（一家与杨忠礼机构（YTL，4677，主板公用事业股）有联系的公司）在本月之前提供其提案，包括概念验证，然后由所有利益相关者进行讨论。

Malaysia can tap Nvidia-YTL tie-up to attract more global firms
https://www.nst.com.my/business/corporate/2023/12/989218/malaysia-can-tap-nvidia-ytl-tie-attract-more-global-firms

Malaysia is hitching on another wave of high-tech industries to add value to the economy and boost its digitalisation ambition.

The latest tie-up between YTL Corp Bhd's utility unit YTL Power International Bhd and US technology giant Nvidia Corp in artificial intelligence (AI) venture may attract more global firms to set up or bolster their presence here, economists said.

蝴蝶效应。。。是可以祝福整个马来西亚的研发及经济。加油。

我倒希望，这20b是包含了原本15b的数据中心，而超级电脑占5b，所以总数是20b。感觉这样的算法比较合理。

20b来建设坐落在古来的超级电脑。
我的感觉是，感恩，这电脑在马来西亚，而不是印尼，泰国，新加坡，越南等地方。没错，就在马来西亚。身为马来西亚人，这是大好消息。若这超级电脑，是在别的国家，我们的心里就酸溜溜的说：为什么不在马来西亚呢？我们马来西亚会比XX国差吗？。。。现在已经是在马来西亚了，还不欢呼吗？

有投行说：这超级电脑是可以带来盈利，只是要注意capex。确实是，20b是非常非常大的数字，是YTLP总债务（40b）的一半。希望管理层是有把握地进行这项计划。管理层一向来都是进行有把握的投资，从它过去收购/投资的项目中，可以发现绝大部分都是非常正面的（虽然YES还有进步的空间）。

我觉得这超级电脑提升了数据中心的魅力，让数据中心多了一个强大的add on。这超级电脑应该会吸引更多tenant入驻古来数据中心。

谁会使用这超级电脑呢？
我国政府可以用这超级电脑做好一些事情。譬如改善全国交通系统，研发疫苗，提升卫生局的效率，妥善善用我国各种资源来做带来最大效果的事情。

不懂新加坡会不会为了汇率的差价，吸引更多新加坡企业来使用这超级电脑？

有没有可能这超级电脑可以帮忙把柔佛特区打造成smart city呢？

以上是我个人的自爽（siok sendiri）。看过笑笑就好。太认真，你就输了。

Foreign funds snapped five-week buying streak, sold RM276m Malaysian equities last week, says MIDF
https://theedgemalaysia.com/node/693379

“The top three sectors with net foreign inflows last week were utilities (RM118.5 million), property (RM19.1 million), and construction (RM9.4 million),

“On that day, local institutions were observed selling shares in CIMB Group Holdings Bhd (RM25.5 million), YTL Power International Bhd (RM16.7 million), and Public Bank Bhd (RM15.3 million).

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AmInvest AffinHwang TP RM 2.70
RHB TP Rm 2.95（latest）
MIDF TP RM 2.99
CIMB TP Rm 3.00
Kenanga TP RM 3.06 （latest）
HLIB TP RM 3.90

RHB IB ups target power for YTL Power to RM2.95, positive on Nvidia tie-up
https://theedgemalaysia.com/node/693373

“As such, if we were to extrapolate such numbers to its full capacity, a total 500MW data centre could deliver RM1 billion in PBT (about 30% of our PBT forecast for the financial year ending June 30, 2024). This excludes any potential earnings from AI-specific applications and services,” it said.

是每年1000mPBT不是每季，我之前的数字是错的。更正更正。抱歉。

sound like ONLY Nvidia makes million, but the other DONT。

Please dont simply call other sifu as a person only become sifu, is mainly because someone had become his TuDi. Are you admit that you are TuDi of someone?

No need Question me, let time tell the whole story.

If this project profitable, the QR will tell. If not，the share price will sink.

That's all. Very simple, right?

YTLP通讯业务的操作
1. 最快4QFY24，超级电脑即将操作。
2. MLFF的落实。
3. YES 5g
4. 数码银行
以上各类的项目，有没有可能整合起来，会带来积极的化学作用呢？ 可能性非常大。

看来YTL真正追逐的，不太是再生能源，而是AI。
再生能源似乎是为了布局中的其中一个旗子。

感觉上FY2025，会是YTLP非常爆炸的一年。

https://www.sinchew.com.my/news/20231208/nation/5184311

https://www.sinchew.com.my/news/20231208/nation/5184371

黄仁勋:与英伟达联手 大马可成AI制造中心
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E9%BB%84%E4%BB%81%E5%8B%8B%E4%B8%8E%E8%8B%B1%E4%BC%9F%E8%BE%BE%E8%81%94%E6%89%8B-%E5%A4%A7%E9%A9%AC%E5%8F%AF%E6%88%90ai%E5%88%B6%E9%80%A0%E4%B8%AD%E5%BF%83

“杨忠礼机构是一家出众的企业，拥有优秀的管理层和文化传承。若能与该公司合作，那将是一种荣幸。”

黄仁勋同时称，杨忠礼机构具备3项优势，可在AI数据中心方面扮演重要角色。

“杨忠礼机构可取得足够的土地、足够的设施和足够的电力，而电力对发展AI而言，特别重要。”

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Kenanga TP RM 2.82
MIDF TP RM 2.99
CIMB TP Rm 3.00
HLIB TP RM 3.90

电源业务，FY24-25，基本上是稳定地维持在一个高度。

水业务，FY24开始转盈。

通讯业务，最快4QFY24，这超级电脑即将操作。MLFF应该会跟上投入营业。不懂这超级电脑，MLFF对YES业务能否带来积极的化学作用呢？

投资业务：数据中心迎来大客户，未来发展非常可期。

天空没有极限 YTLP的未来无边

The AI infrastructure will be hosted in the YTL Green Data Center Park in Kulai, Johor, a 500 MW facility developed by YTL, while YTL Communications Sdn Bhd, the telecommunications subsidiary of YTL, will own and manage the AI infrastructure that will provide AI computing services to the nation.
https://www.thestar.com.my/business/business-news/2023/12/08/ytl-nvidia-to-build-ai-infrastructure-bring-fastest-supercomputers-to-malaysia-by-mid-2024

这蝴蝶效应不单单只有数据中心收益，还拉动YTL Comm的业务。
这YTLP的未来，特别是盈利方面，已经超乎想象之外。

天空没有极限 YTLP的未来无边

Mereka hanya berbual-bual sahaja, harga stock sudah layang tinggi...LOL

500MW的数据中心，确认的入驻户有72MW的SEA新加坡公司。
还有400多MW的空间。
蝴蝶效应就是，希望余下的空间，可以完全被使用，这将会是另一个类似现今PowerSeraya的贡献能力。
一季800m的盈利是可期的，若500MW的数据中心全面运作。

若Nvidia成功入驻古来数据中心，这可能会掀起蝴蝶效应。
这间接提升了YTL的知名度，接着，其他国际品牌也会可能入驻。
与其自己在马来西亚设数据中心，不如入驻YTL的数据中心。
要在马来西亚建设新业务，是有诸多挑战的。
看到Nvidia CEO对YTL的赞赏，无疑肯定了这公司杰出的一面。

黄仁勋访马 科技股将掀旋风？
https://www.sinchew.com.my/news/20231207/finance/5180165

该证券行还指出，如果有与数据中心相关的谈话，这可能会带动杨忠礼机构(YTL,4677,主板公用事业组)系列股票。

今年3月，杨忠礼电力(YTLPOWR,6742,主板公用事业组)持股60%的杨忠礼通讯私人有限公司旗下YES 5G与辉达合作，把英伟达的GeForce NOW 云游戏服务带到我国。

特许公司有收过路费绝对权 工程部研究改善MLFF系统
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E7%89%B9%E8%AE%B8%E5%85%AC%E5%8F%B8%E6%9C%89%E6%94%B6%E8%BF%87%E8%B7%AF%E8%B4%B9%E7%BB%9D%E5%AF%B9%E6%9D%83-%E5%B7%A5%E7%A8%8B%E9%83%A8%E7%A0%94%E7%A9%B6%E6%94%B9%E5%96%84mlff%E7%B3%BB%E7%BB%9F

“尤其是涉及法律的方面，以确保MLFF能顺利落实，并让人民受惠。”

此前有媒体报道，大道特许经营公司反对政府，在没有咨询大道公司的情况下，将价值34亿6000万令吉的MLFF合约直颁予杨忠礼机构（YTL，4677，主板公用事业股）的关联公司。

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AmInvest AffinHwang TP RM 2.70
RHB TP Rm 2.72
Kenanga TP RM 2.82
MIDF TP RM 2.99
CIMB TP Rm 3.00 （latest）
HLIB TP RM 3.90

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.

国内5大电信商 认购DNB共70%股权
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%9B%BD%E5%86%855%E5%A4%A7%E7%94%B5%E4%BF%A1%E5%95%86-%E8%AE%A4%E8%B4%ADdnb%E5%85%B170%E8%82%A1%E6%9D%83?fbclid=IwAR2iEisz5NVhfnDKkJU55E4byACU_sPnCEA4H2vrdhzrjWgh3iqZ-1J7LtQ

终于入股DNB。入股费：233m。
在平起平坐的制度下，希望YES能开出一条活路。

有自己的发电站，地皮也是自家的。
柔佛苏丹也欢迎商业投资。
水源又有了保障。
数据中心的租户，也都有眉目。
期待明年三月，第一期在古来的数据中心正式营业。

【柔佛州议会】法兹里:已有完善规划 确保柔数据中心水电充足
https://www.enanyang.my/%E6%9F%94%E4%BD%9B/%E3%80%90%E6%9F%94%E4%BD%9B%E5%B7%9E%E8%AE%AE%E4%BC%9A%E3%80%91%E6%B3%95%E5%85%B9%E9%87%8C%E5%B7%B2%E6%9C%89%E5%AE%8C%E5%96%84%E8%A7%84%E5%88%92-%E7%A1%AE%E4%BF%9D%E6%9F%94%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E6%B0%B4%E7%94%B5%E5%85%85%E8%B6%B3

真的佩服YTLP的管理素质。
总是提前部署好全盘计划。
这个收购ranhill部分股权，不但可以避免自己的数据中心在水供方面陷入被动状况，而且，其他公司要在柔佛建设数据中心，也不得不向ranhill购买水供。

若水源充足之下，大家都相安无事。不过，在水源吃紧之下（譬如说，突然增加了一些新的数据中心），优先考量的，肯定是自家的数据中心。

这会不会间接地告诉市场说，要在柔佛开数据中心，不是有钱就可以随意开哦。

戴乐西港出局 杨忠礼双雄成综指股
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%88%B4%E4%B9%90%E8%A5%BF%E6%B8%AF%E5%87%BA%E5%B1%80-%E6%9D%A8%E5%BF%A0%E7%A4%BC%E5%8F%8C%E9%9B%84%E6%88%90%E7%BB%BC%E6%8C%87%E8%82%A1

（吉隆坡29日讯）戴乐集团（DIALOG，7277，主板能源股）和西港控股（WPRTS，5246，主板交通与物流股）被富时隆综指除名，取而代之的是杨忠礼机构（YTL，4677，主板公用事业股）和杨忠礼电力（YTLPOWR，6742，主板公用事业股）！

There are 2 put warrants issued for YTLP.
For those who shout gap down loudly, please prove your gut by buying these put warrants.
These two put warrants are lack of customers, please go and support them.

Im desperately wishing that, the dividend 3.5-4 cents is paid as dividend every quarter.
Hom mali mali hom.

yeah, celebrate with abundant dividend...cheers

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TA TP Rm 2.60
RHB TP Rm 2.72
AmInvest AffinHwang TP RM 2.70
Kenanga TP RM 2.82
MIDF TP RM 2.99
HLIB TP RM 3.90

Patutlah tak de uang untuk dividend, uang tu simpan untuk shopping kat ranhill...tambah 37m shares ranhill.

@cgtan2020 totally agree with you.

So good QR, stock price still red in colour.
No eye to look.

What will you get on 29 nov?
Please do joint our celebration on that day right here.
You are most welcome.