Hope this is going to be a 50:50 jv between YTL and Nvidia ... Is important YTL's venture is substantial...
See this !.... Nvidia a Nasdaq listed company - Today's share price = USD465 = (RM2169.00), MKT CAP USD1.151T ( RM5.3T) PE60.08...... that T is TRILLION!
YTL ( though in collaboration is YTLPower) - Today's share price YTL = RM1.69 = (USD 0.36) MKT CAP RM16.885B, PE11.25
omg..... $0.36(YTL) is only 0.078% of $465(Nvidia)
The above are facts
--------------------------------------------------------------------------------------------- A WILD imagination at this stage 🤣🤣🤣 if the NEW Venture between Nvidia and YTL able value itself @ 1% of NVIDIA ======$4.65 = RM21.69...... say if YTL has 50%......YTL would be @ RM10.80🤣🤣🤣
Don't forget ytl n ytlpower will be klci components come 17 Dec.What a magical touch by pmx to support nvidia ytlpwer jv.The ytl bro cos can easily drive klci pass 1500 to celebrate Xmas.Hidup DSAI.
Dont understand why certain people keep talking bad and pouring cold water over the teal facts and figures that point to the fact that these ytlp and ytl will be the star for 2024/2025. I notice he/she/they have been sour grape since ytl at 1.10until now still post the same sour grape statements. What a pity, instead of wasting time condemning, so yiur own research and buy 1 lot, from 1.10to 1.69 friday, that will be an excellent return.
And i would think ytl will jump 10 sen come monday. We are all here to make a little pocket money with our hard earned money for a good stock. We not here to fight or be little anyone. I have been reading in this forum for a few months now since i got my hand in the stock in July. I m happy and i hope the rest are.
Agil. Certainly see your point and cannot fathom why certain people continue to post bad or negative thoughts on YTL. If you owned any shares in YTL group. Certainly you wouldn't be bad mouth or belittle other people on this forum. We are here to make some extra side income based on what we buy or invested rather than let our savings sitting in the FD. Please contribute and shared meaningful news, articles or ideas based on logic and not wild connotations. Everybody enjoyed the break and have blessed weekend
The surged in price is purely goreng… just based on the news of opening Data Center and the data centre is merely to store and process data…!! just because there is the word AI.. retailers just blindly goreng it… We don’t even know how are they going to monitise it ?
Clueless retailers will provide avenues for fund managers to make money…. It will be Humpty Dumpty soon…
Johor { HRH } said the HSR -Singapore link will be revived .YTL will be the front runner . YTL already operating the existing ERL partnering with Tab Haji and SIPP more good news coming ? .
EPF = dumbest retirement fund in the history of finance, to the detriment of all members.Vying for that honour with Temasek of SG. Sold down from nearly 700 mil when it touched 50c in Mar '22, to below 5%(550mil) in Apr '23 when it was 63c, to way below 300 mil in Sep '23
Singapore straits times press :- December 10 2023 The 17th Yang Di Pertua Agong { Johor Ruler} In an exclusive interview plans to revive the HSR link project with Singapore. His HRH saying that he have ideas to get the project back on track. TThe HSR project was terminated on 1st January 2021 after both countries failed to reach an agreement. His HRH He was quoted saying " I will make it come back on" Full news article reported in the Straits Times press today
Earnings impact. We are unable to ascertain the earnings impact of this YTLP-Nvidia deal at present, but believe that such developments can be rather capex-intensive. For its current 48MW DC (estimated capex: MYR1.5bn), the contract tenure is more than 10 years and we estimate it to potentially generate PBT of MYR100m pa. As such, if we were to extrapolate such numbers to its full capacity, a total 500MW data centre could deliver MYR1bn in PBT (c.30% of our FY24F PBT). This is excluding any potential earnings from AI-specific applications and services.
the share price already up 300-400%, and the profit not yet in a single sen form data center...all gimmick out....and think its time for us to cash out at superhigh...instead of buying from big fund at super high stuck at all time high....
seriously, i think, just i think, it will drop back to 1.6-1.5 soon, and stay there long time before any other good news out...its is bacuase the price has gone up very much already....BIg fund should be dumping now these few days....
very similar to GENTING....up from 4.0xx to 4.7, on turism excitment, then drop back to 4.5++ for long before next excitement...
see how it goes...if I am smart, we sell on high...the share price already sky high, higher than all time high....the profit really that high??? Data center not up yet....big CAPEX expected to dilute the profit soon.....earning not so soon....from data center
all good news out oledy....good luck to those who chase high, and stay high...
YTL Power dropped alot...i think its institutional fun selling to cash out after pushing high till last week. retailer will be holding it high for lonh?
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
MyWay
493 posts
Posted by MyWay > 2023-12-08 19:47 | Report Abuse
Update (7:18 PM, 8 December 2023): It turns out that the rumour was indeed true.
https://www.lowyat.net/2023/312515/nvidia-rumoured-to-be-working-with-ytl-to-build-datacentre-in-malaysia/