Zhuge_Liang

Zhuge_Liang | Joined since 2017-12-11

Investing Experience Beginner
Risk Profile Low

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2024-04-29 10:27 | Report Abuse

EngineeringProfit is also a naysayer in this forum.
Please do not appear to avoid readers here to lose money.
You simply talk without facts.
Sad to see you here.

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2024-04-24 16:55 | Report Abuse

There are 20.5 million shares awaiting to buy at 4.08, those think that YTLpower is not a good stock can sell it at 4.08 easily.
Please sell fast.

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2024-04-18 09:41 | Report Abuse

Posted by Apple888 > 5 minutes ago | Report Abuse

Good morning Cacing Sawa.
Buat ape u sibuk nie...hahaha
yang penting 2.5mil...ingat? Skrg sudah mau 2mil profit
Dah topup YTL Power ke?
Wish you all the best.
----------------------
Wah !! So easy to become a millionaire in I3.
I also want to become a millionaire again and again.
The easy way is to follow good sifu smartly in I3.
Good idea !!

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2024-04-18 08:35 | Report Abuse

There is a 29.8 million shares waiting to buy at 3.90 (at 4.50 pm), those think that war will start, you can sell your shares easily at 3.90.
Hardly or not many investors are selling at 3.90. Why ??
If YTLpower is not a good stock, should sell at 3.90 loh !!

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2024-04-14 10:10 | Report Abuse

Posted by HuatRex1314 > 18 hours ago | Report Abuse

Lolz u think u write it will cause panic selling? Overestimate your influence? None of people here respect your view, just a trash talked here

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2024-04-11 10:30 | Report Abuse

Don't sweat Nvidia's recent sell-off as the stock still has 26% upside, Bank of America says.
https://finance.yahoo.com/news/dont-sweat-nvidias-recent-sell-004610998.html

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2024-04-09 09:29 | Report Abuse

Hopefully 4.07 is crossed convincingly today.
Next resistance is 4.24.
If 4.24 is crossed convincingly, then no more resistance to cross.
Then blue sky all the way.

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2024-04-08 15:24 | Report Abuse

Hope that the share price of YTLpower can break 4.07 today.

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2024-04-06 07:46 | Report Abuse

Posted by dragon328 > 2 weeks ago | Report Abuse

Microsoft and Amazon may have their own data centres, but often it is more cost effective for them to outsource the building of AI data centre infrastructure to third parties like CoreWeave, Lambda or YTL Power.

FYI, Microsoft signed a multi-year contract with CoreWeave last June to build an AI data centre in the US. CoreWeave offers Nvidia GPUs that other companies like Microsoft rent out. CNBC has learned from people with knowledge of the matter that Microsoft has agreed to spend potentially billions of dollars over multiple years on cloud computing infrastructure from startup CoreWeave.

Similarly, YTL Power has the advantage of having the suitable site close enough to Singapore, large enough for installing the required solar power, and having the access to Nvidia's latest GB200 GPUs which will hit the market later this year. Cloud service providers like Microsoft, Amazon and Google will find it more cost effective and time effective to rent out from YTL Power data centre park in Kulai, rather than looking for land, getting local authority approvals, appointing sub-contractors to erect the basic infrastructure, mobilising own or third party teams to install the data centre equipment, and worst of all not having guaranteed access to Nvidia GPUs.

With the agreement with Nvidia hours ago to set up YTL AI Cloud, and with Jensen Huang promoting this new site at Kulai, I am confident that YTL Power will be able to secure some major customers for its AI data centre very soon.

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2024-04-06 07:39 | Report Abuse

Posted by dragon328 > 2 days ago | Report Abuse

Don't talk nonsense here lah.

To fund the data centre project, it will naturally be a combination of equity and debt funding.

Just like for the 1st phase with SEA Group, for the RM1.5b capex, YTLP has already secured RM1.3b of bank loans from Maybank and the likes, with the balance RM200m to come from equity money, for which YTLP had RM9.3b of gross cash in hand as of 31 Dec 2023.

For the AI data centre ventures, the development is gradual spanning over several years. For a total investment of USD3.0b or RM20b, equity requirement will be about RM4.0b for 80% gearing, for which YTLP will have no problem with its gross cash of RM9.3b.

Debt funding will not be a big issue too as YTLP has already demonstrated successful execution with the 1st phase data centre already completed by end Mar 2023 and revenue starting to flow in from this quarter. Lenders must have been happy with the projected revenue and debt service ability of the project before they decided to lend to YTLP for this project financing.

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2024-04-06 00:03 | Report Abuse

The first phrase of DC is SEA group, 32 MW and another customer 16 MW. Total PBT is around 150 million per year (48 MW).
Nvidia will take up 100 MW at the mid of 2024 to the end of 2026.
According to your input, I assume the EBITDA margin of 60%, Nvidia's DC will contribute about USD 1.38 billion x 4.70 x 60% = RM 3.892 billion (PBT) per year if 100 MW is fully taken up.
There is still 352 MW DC available to rent.
If Nvidia can take up more DC, the PBT is very high.

It appears to me the EBITDA margin of Nvidia is very high compared against SEA DC.
Hence I can safely say Nvidia DC is the most profitable DC among all.

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2024-04-05 23:59 | Report Abuse

Cresndo is not a liquid stock, you cannot buy a big position.
You will face a big difficulty to get out if you want to sell them.
I have a problem to sell at 3.24 today.
The buyer just buy 100 shares a time.

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2024-04-05 23:35 | Report Abuse

No one force anyone here to buy YTLpower.
dragon328 and OTB are sharing information here with good deeds.
dragon328 recommended YTLpower at 0.70 and OTB recommended YTLpower at 1.10.
Are they cheating any reader here ? No !! All readers are laughing all the way to the bank.

Please be fair and come over to this forum to share information, not to attack anyone here.
We have been sharing good information here all the time until a naysayer come over to this forum to attack dragon328 and OTB.

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2024-04-05 21:47 | Report Abuse

Please talk to yourself.
I know what is investment.
I know how to invest, definitely not blindly.

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2024-04-05 21:32 | Report Abuse

Supermx and Dayang made me a millionaire.
YTLpower will make us super rich.
Time will tell who is laughing all the way to the bank.

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2024-04-05 17:03 | Report Abuse

Posted by Goldberg > 1 day ago | Report Abuse

Folks, to make money in stocks, you need to have vision to see them, courage to buy them & patience to hold them. But sadly patience is the rarest of the three.
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Wait until the end of 2024, who has the last laugh.
The present performance, YTLpower is still making more profit gain from Cresndo.

Bought Cresndo at 2.20, the present share price is 3.23, the gain % is 46.8%.
Bought YTLpower at 1.10, the present share price is 4.00, the gain % is 263.6%.
YTLpower still make more profit gain than Cresndo.
It is a known fact.
Still counting my gain and laughing all the way to the bank on profit gained from YTLpower.

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2024-04-05 15:26 | Report Abuse

Decided to take 50% profit at 3.24 because there are many sellers at 3.25.
The % gain is only 47.3%.
Nothing compared to YTLpower gain of 263.6%.
I made million profit from YTLpower.
Nothing much to shout on Cresndo.

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2024-04-05 15:15 | Report Abuse

Posted by Goldberg > 1 day ago | Report Abuse

Folks, to make money in stocks, you need to have vision to see them, courage to buy them & patience to hold them. But sadly patience is the rarest of the three.
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Wait until the end of 2024, who has the last laugh.
The present performance, YTLpower is still making more profit gain from Cresndo.

Bought Cresndo at 2.20, the present share price is 3.23, the gain % is 46.8%.
Bought YTLpower at 1.10, the present share price is 4.00, the gain % is 263.6%.
YTLpower still make more profit gain than Cresndo.
It is a known fact.
Still counting my gain and laughing all the way to the bank on profit gained from YTLpower.

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2024-04-05 15:07 | Report Abuse

Bought Cresndo at 2.20, the present share price is 3.23, the gain % is 46.8%.
Bought YTLpower at 1.10, the present share price is 4.00, the gain % is 263.6%.
YTLpower still make more profit gain than Cresndo.
It is a known fact.
Still counting my gain and laughing all the way to the bank on profit gained from YTLpower.

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2024-04-05 14:54 | Report Abuse

Bought Cresndo at 2.20, the present share price is 3.23, the gain % is 46.8%.
Bought YTLpower at 1.10, the present share price is 4.00, the gain % is 263.6%.
YTLpower still make more profit gain than Cresndo.
It is a known fact.

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2024-03-27 21:15 | Report Abuse

Posted by TanDavid88 > 34 seconds ago | Report Abuse

We made million from YTLpower and Sunway-WB.

Nothing to compare loh !!

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2024-03-27 20:52 | Report Abuse

We bought Cresndo around 2.20.
We bought YTLpower at 1.10.
Look like YTLpower perform better than Cresndo.

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