Posted by Jerichomy > 2023-12-14 19:45 |

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Posted by beginner888 > 2023-12-14 20:00 | Report Abuse

Jerichomy, please go back to your Mars, Earth is dangerous !

Posted by OTB > 2023-12-14 20:41 |

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Posted by Jerichomy > 2023-12-14 21:31 |

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Posted by Jerichomy > 2023-12-14 21:31 |

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Posted by Jerichomy > 2023-12-14 21:32 |

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Posted by Jerichomy > 2023-12-14 21:34 |

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Posted by Jerichomy > 2023-12-14 21:36 |

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Posted by OTB > 2023-12-14 21:40 |

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Posted by OTB > 2023-12-14 21:44 | Report Abuse

I have said enough here.
I stop.
No point to waste my effort.
Thank you.

Posted by Jerichomy > 2023-12-14 21:45 |

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Posted by Jerichomy > 2023-12-14 21:46 |

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Posted by smartly > 2023-12-14 22:06 | Report Abuse

not again....... please stop la both of you.

Posted by Jerichomy > 2023-12-14 23:22 |

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Posted by TanDavid88 > 2023-12-15 08:54 |

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Posted by Jonathan Keung > 2023-12-15 08:58 | Report Abuse

UBS buying into YTL group. Acquired above +5% in YTL .UBS one of the biggest bank in Europe

Posted by Jerichomy > 2023-12-15 09:00 |

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Posted by Jerichomy > 2023-12-15 09:00 | Report Abuse

When ppl start talking this nonsense becareful


Jonathan Keung
UBS buying into YTL group. Acquired above +5% in YTL .UBS one of the biggest bank in Europe
1 minute ago

Posted by Jerichomy > 2023-12-15 09:10 |

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Posted by jenson68 > 2023-12-15 09:19 | Report Abuse

Who is talking nonsense , hahaha …
He’ll dissapear nanti once break 2.50 !!

Posted by harvest6138 > 2023-12-15 09:39 | Report Abuse

downside risk for YTLP is low based on few facts ,
1. be included in the KLCI index started from next week (may attract more fund manager to invest .
2. Low PE (lowest in the industry )
3. Stable income and profitability (based on past few q results ) and no near future thread to their core business .
4. strong business pipeline , new WTE power plant , Data center , Digital bank , solar energy farm ..
5. If the interest rate in UK come down , then another good opportunity is to activate back their UK properties project since they already hold the big size of land there , it is matter of time to re activate the project as the demand is there based on the research..

that is the reason why I invested in YTLP ..

Posted by wkc5657 > 2023-12-15 09:55 | Report Abuse

just one risk for non bank counters that got newly included in index, got trend that most of them bombed out within 2 years due to industry cycle or sentiment....

let's just hope ytlpower's premium didn't get priced in too much currently or market will price ytlpower reasonably in the future to keep the counter in the index

Posted by Jonathan Keung > 2023-12-15 09:56 | Report Abuse

We cannot rule out the listing of Wessex Water in UK if YTL feels the timing is right for Wessex to be listed and bring added value to the group

Posted by mf > 2023-12-15 10:34 | Report Abuse

collect

Posted by ValueInvestor888 > 2023-12-15 12:34 | Report Abuse

@Dragon,

Can you provide more specific on how YTLP will benefit from Nvidia tie up. It is a JV where both Nvidia and YTLP will investment certain amount or purely YLTP investment? The cloud data centre will provide AI cloud based subscription or rental services to companies interested to develop AI or something like this(Just my guess)? Eg google cloud has this AI and machine learning products, Innovative AI and machine learning products, solutions, and services powered by Google’s research and technology.

The next 10 years will be AI and all leaders in AI like Nvidia, Google, MS shares are all sky high...

Thank you for all you analysis which has benefited all readers here and i believe all investors make good profit.
..............................................................................
Forthly and the most significant one, YTLPower has collaborated with Nvidia in a tie-up for AI data centre projects at its Kulai data centre park. This is potentially an earnings explosion, the impact of which has not been appreciated much by local investors and analysts. But eventually foreign funds will know and value it properly.

Posted by Bernard85 > 2023-12-15 13:24 | Report Abuse

P/E only 7.41x
Super cheap 😄

Posted by TimiraosL > 2023-12-15 13:48 | Report Abuse

waiting it to come down some more and grab

Posted by dragon328 > 2023-12-15 14:31 | Report Abuse

@ValueInvestor888, I don't much more info on this Nvidia tie-up other than what you know, as details on this deal have been scarce.

I will just try to guess what the potential benefits for YTL Power.

First, it may be a joint investment by YTLP and Nvidia in new AI data centres which will be leased out to MNCs, just like the first phase of 48MW is leased to SEA Group on long term basis. The advantage YTLP will have is the access to Nvidia GPUs that are high in demand globally. And AI data centres are much more valuable than traditional data centres which are used to store all sorts of data only. AI data centres can process huge volumes of raw data and turn it into useful data.

Secondly, YTL Comms will provide cloud-based AI computing services, machine learning products, innovative AI cloud services, Malay-language versions of cloud-based AI products. Potential customers are government agencies and MNCs.

As I wrote in my last article, traditional data centres are valued currently at around SGD30 million/MW, as witnessed at the recent Singtel's disposal of 20% stakes in its regional data centre business to US KKR Group. I guess AI data centres are easily valued at 30% premium to traditional data centres. Even if I take the benchmark of SGD30m/MW, a 50MW AI data centre will be valued at minimum SGD1.5 billion.

Posted by xiaochen > 2023-12-15 14:44 | Report Abuse

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。

Posted by ValueInvestor888 > 2023-12-15 14:54 | Report Abuse

Thank you Dragon for informative thoughts...

Posted by ValueInvestor888 > 2023-12-15 15:13 | Report Abuse

I like YTLP, YTL and WCE... my best performing stocks this year
..............
PureBULL ...

Rebalancing of FUNDS on stocks of KLCI n Mid-70 indices

There would be a big swing in prices of newly chosen component stocks
with huge vol at the close of mkt at 4.50 p.m. today.

Watch ytl, ytlpowr, wcehb n etc.

try luck to sell at high prices. buy back on Monday.

Posted by Jonathan Keung > 2023-12-15 15:30 | Report Abuse

Purebull.yes the FTSE Russell have announced the 2 new entrants to Bursa Malaysia KLCI . YTLP and YTL will be
both added on the KLCI component stocks. This will take effect and start on the 18 Dec business day. Before today
close can expect some re balancing activities. FTSE Russell -Bursa Malaysia CI is widely track by funds manager

Posted by Jerichomy > 2023-12-15 15:31 |

Post removed.Why?

Posted by OnTime > 2023-12-15 15:48 | Report Abuse

these escapees from tanjung rambutan need to be chained and submerge in acid. i'm not a violent person.

Posted by Jerichomy > 2023-12-15 17:20 |

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Posted by Ravi Kumar > 2023-12-15 18:52 | Report Abuse

lol

Posted by Jerichomy > 2023-12-15 20:26 |

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Posted by Jerichomy > 2023-12-15 21:19 |

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Posted by Sslee > 2023-12-15 23:28 | Report Abuse

https://klse.i3investor.com/blogs/Sslee_blog/2023-12-15-story-h-212372040-6_months_12_months_and_18_months_ROI_contest_part_II.jsp

6 months (15 June 2023 - 15 Dec 2023) ROI contest result:
Top 3
1. OTB YTLPOWER ROI: 93.41%
2. CALVINTANENG JAYATIASA ROI: 44.50%
3. PHILIP HARTALEGA ROI: 20.63%

Posted by David Gunter > 2023-12-16 06:45 | Report Abuse

Lol

Posted by xiaochen > 2023-12-16 07:56 | Report Abuse

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

Posted by xiaochen > 2023-12-16 08:12 | Report Abuse

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。

Posted by probability > 2023-12-16 09:38 | Report Abuse

to all the readers here who are refusing to respond or give any comments to the nonsense written by jerichomy, my greatest appreciation and respect...

any response, any texts including even like the one i am writing (forgive me this time), will only encourage further nonsense from them.... which is annoying those who are looking forward for comments with substance related to YTL like the one provided by @xiaochen, @dragon329, @planterman, @cgtan etc...

these people are looking for attention
continue ignoring..and such nonsense will fade out eventually

thank you

Posted by probability > 2023-12-16 10:29 | Report Abuse

Earlier this month, DCD reported that 15 percent of Nvidia's Q3 revenue came from Singapore, notably making the city-state on Malaysia's border the company's fourth biggest customer globally. Per capita, Singapore spent $600 on Nvidia chips, compared to $60 in the US and $3 in China.

It is unclear what has led to this huge demand, be it shell companies using the location, or that Singapore is developing products that will be sent elsewhere.

https://www.datacenterdynamics.com/en/news/nvidia-ytl-power-partner-for-43bn-ai-data-centers-in-malaysia/

Posted by probability > 2023-12-16 10:41 | Report Abuse

Nvidia’s Q3 revenue soars thanks to Singapore

Analysts suggest this is because of the city-state’s significant density of data centers and cloud service providers.

//techhq.com/2023/12/why-was-singapore-central-to-nvidia-q3-revenue-success/#:~:text=The%20impressive%20growth%20puts%20Singapore,including%20Hong%20Kong%20(22%25).&text=Singapore%20contributed%20around%2015%25%2C%20or,the%20quarterly%20revenue%20of%20Nvidia.

Posted by probability > 2023-12-16 10:47 | Report Abuse

It will be extremely inefficient to expand data centers in singapore considering the power, water costs and space constraints there

Johor would be the ideal place for the next growth, perfectly providing what singapore is lacking while ensuring the rest of the aspects (political stability and competent resources) are maintained

Posted by OTB > 2023-12-16 12:04 | Report Abuse

Posted by Sslee > 12 hours ago | Report Abuse

https://klse.i3investor.com/blogs/Sslee_blog/2023-12-15-story-h-212372040-6_months_12_months_and_18_months_ROI_contest_part_II.jsp

6 months (15 June 2023 - 15 Dec 2023) ROI contest result:
Top 3
1. OTB YTLPOWER ROI: 93.41%
2. CALVINTANENG JAYATIASA ROI: 44.50%
3. PHILIP HARTALEGA ROI: 20.63%
----------------------------

Quote from dragon328's report.
YTL Power should rise from current RM1.30 in May 2023 to RM5.00 level by Mar 2025.

The timing of Mar 2025 should be right as by then:
1) PowerSeraya should continue to report strong earnings due to tight supply (Keppel new plant only comes in 1H 2026)
2) Wessex will have its new water tariffs adjusted up substantially for the new 5-year regulatory period due to its enlarged RAB and to compensate the high interest rates it is suffering these 2 years from a higher WACC
3) 1st phase green data centre should have been up and running contribution new earnings stream
4) digital bank business should find its footing after 1 year of operations
5) more visibility in power export timeline to Singapore.
------------------------------
My comments :-
1.) I believe Wessex should be in profit position in 2025.
2.) Green data centre should make profit in 2025.
3.) 5G YES - should be in profit position in 2024.

I believe the EPS for FY 2024 is = 0.42, take a PER=10, the target price of YTLPower should hit 4.20 in FY 2024.

I also believe the EPS for FY 2025 is = 0.50, take a PER=10, the target price of YTLPower should hit 5.00 in FY 2025.

My 2 cents comment only.
The final decision to buy is always yours.
Thank you.

Posted by dick20 > 2023-12-16 12:14 | Report Abuse

Thank you probability for your very constructive comments!

Posted by dick20 > 2023-12-16 12:14 | Report Abuse

Thank you OTB for speaking on facts!

Posted by OTB > 2023-12-16 12:34 | Report Abuse

Jerichomy,
Do not make yourself a laughing stock in this forum.
Disappear yourself quietly will be a better way out to avoid all disgraces or insults.
You do not have any material to write on YTLPower, so far you do not even qualify to recommend a stock in I3.
You have nothing to fight here.
Do not let other readers laughing at you.
Just leave here quietly to save your face.
Enough of advice here.
Decide yourself.
-----------------------
When a person like Jerichomy is down, I never step on him again to make the situation worse.
I try to help him to get out of this bad situation.
I show him the best way out is to leave this forum quietly so that he will not be insulted again.
Jerichomy still want to be a stubborn person, continue to post all nonsense or Irrelevant articles in this forum to enable more readers to attack him.
I still appeal to him to leave this forum quietly to save his face, the final decision is always his.
Nothing much I can help now.
Thank you.