Posted by Jerichomy > 2023-12-20 17:05 |

Post removed.Why?

Posted by Jerichomy > 2023-12-20 17:06 |

Post removed.Why?

Posted by OTB > 2023-12-20 17:27 |

Post removed.Why?

Posted by harvest6138 > 2023-12-20 17:45 | Report Abuse

@OTB , I suggest you just ignore him , not worth it , we should just focus on finding info to allow us getting more return from investment , that is why I never respond , I am only interested on how far YTLP can go and what is my next investment target ..

Posted by Plantermen > 2023-12-20 17:55 | Report Abuse

harvest6138. Totally agreed with you. Just focus on YTLP and YTL growth potential. Share what's relevant and co-related news. YTLP and YTL may be the diamond gem all of us are seeking. A famous stock guru once said always stick with your winning horse bet { unless another unpolished diamond comes around} Ignored all those clutter that distract us.

Posted by smartly > 2023-12-20 18:01 | Report Abuse

LOL ! asking him to ignore is like asking him to die. save your breath bro...

Posted by OTB > 2023-12-20 18:04 |

Post removed.Why?

Posted by smartly > 2023-12-20 18:09 | Report Abuse

then say no more please. don't use other id(s) to camouflage yourself. you same species as Jerichomy as well.

Posted by Jerichomy > 2023-12-20 18:13 |

Post removed.Why?

Posted by Jerichomy > 2023-12-20 18:14 |

Post removed.Why?

Posted by Jerichomy > 2023-12-20 18:15 |

Post removed.Why?

Posted by dragon328 > 2023-12-20 20:44 | Report Abuse

@harvest6138, this is the good news that we had been waiting for.


With UK inflation cooling off, we can expect no more provision for index-linked bonds in coming quarters. Furthermore, UK bond yields immediately dropped 20 bps.
Wessex Waters will be able to save some interest costs going forward, and if it can contain the operating costs, we can look forward to a turnaround as soon as this Dec quarter.

  Posted by harvest6138 > 3 hours ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2023-12-20-story-h-212279816-UK_inflation_falls_far_more_than_expected_lowest_since_Sept_2021

this may benefit YTLP as well ..

Posted by dick20 > 2023-12-20 20:51 | Report Abuse

Thanks harvest6138 for the good news and dragon328 for confirming it

Posted by dick20 > 2023-12-20 20:52 | Report Abuse

Looks like the numbers for the december quarter will be good

Posted by Fundamental Trader > 2023-12-21 09:10 | Report Abuse

Isn't it concerning that Debt >> Equity and Debt >>> Cash ?

Posted by harvest6138 > 2023-12-21 09:45 | Report Abuse

for me , debt is not a concern if the debt is used for investment which can generate enough profit and good return . the key things is still if the investment can generate enough profit to strengthen the company cash flow ..

Posted by dragon328 > 2023-12-21 10:01 | Report Abuse

@Fundamental Trader, the debt level at YTL Power is not a concern, as most of the debts are sitting at and ring-fenced at the various asset level, eg. about SGD2.0 billion or RM7.0 billion at PowerSeraya, about 2.6 billion pounds or RM15 billion at Wessex Waters etc. These debts are being served by the respective asset unit, hence will not have any resource to the holding company.

For instance, the 2.6 billion debts at Wessex constitute a gearing level of about 65% at Wessex, which is a norm among UK water companies and approved by Ofwat and bond holders. Wessex Waters' operating cashflows are more than sufficient to serve these debts.

YTL Power had total debts of RM29.9 billion and gross cash of RM8.2 billion as of 30 Sept 2023, or net debt of RM21.7 billion. These are backed by total assets value of RM57.7 billion.

You would have noticed that the total debts have come down by almost RM2 billion in just the 3 months from 30 June 2023 to 30 Sep 2023, indicating that YTL Power's operating cashflows are very strong.

This is evidenced from the strong operating cashflows of RM1.7 billion in the Q1 FY2024 (Sept 2023) quarter, minus out capex of RM956m, free cashflows amounted to RM750 million a quarter. Annualised to RM3.0 billion, such free cashflows will be able to support a fat dividend payout of RM1.0-1.2 billion a year, with the rest towards debt repayments.

Total debts will come down gradually especially at PowerSeraya level given the strong earnings in Singapore, and also at Jordan Power project company level as project debts get gradually paid off. Wessex will need to incur more debts to fund the capex plans for 2025-2030 while maintaining a healthy 65% gearing.

FYI, YTL Power is in net cash position at the holding company level.

Now can you tell me how much debts there are in Tenaga? I tell you, total debts are at RM64 billion vs cash of only RM13 billion and equity value of RM61 billion. Isn't it also debt > cash, and debt > equity? You should be more concerned with Tenaga cashflows as it still has a huge receivables amount of over RM26.8 billion, most of which are owed by the government.

Maxis had total debts of RM9.9 billion but cash only of RM628 million as of 31 Dec 2022, shareholders' equity was only at RM6.3 billion way lower than total debts. Are you concerned?

Malakoff had total debts of RM8.8 billion and cash of RM2.2 billion as of 31 Dec 2022, shareholders' equity stood at RM6.7 billion also lower than total debts. Are you concerned?

Capital A had total debts of RM17.9 billion but cash of only RM525 million as of 31 Dec 2022, shareholders' equity is negative RM5.77 billion. Why are investors not concerned??

Posted by harvest6138 > 2023-12-21 10:09 | Report Abuse

In short , YTLP is a healthy and wealthy company , not promoting , but support with truth based on the financial report ..

Posted by Uniholder > 2023-12-21 11:59 | Report Abuse

Again, thanks @dragonsoon728


🎉🎉

Posted by OnTime > 2023-12-21 12:27 | Report Abuse

haha, great response dragon!

Posted by KLV868 > 2023-12-21 12:53 | Report Abuse

Positive comments keep coming in!!! YTL Group of Companies kee them UP!!!!

Posted by cgtan2020 > 2023-12-21 14:07 | Report Abuse

Free cash flow is what the shareholder can get as dividend, as long as there is free cash flow, this business can afford to give some as dividend. This is what we as shareholder want. RM3.0 Billion free cash flow annually, any other KLCI components company have that level of free cash flow.

Posted by dragon328 > 2023-12-21 16:00 | Report Abuse

Does anyone know why bank stocks are under heavy selling today?

Posted by TimiraosL > 2023-12-21 16:31 | Report Abuse

@dragon328. Because of this, https://www.nst.com.my/news/nation/2023/12/992844/malaysia-can-consider-initiating-legal-action-against-foreign-banks-dont I think ...

Posted by dragon328 > 2023-12-21 16:54 | Report Abuse

@TimiraosL, this looks like only affecting foreign banks?

But local bank stocks like Hong Leong Bank, CIMB and RHB are top losers today

Posted by Uniholder > 2023-12-21 21:11 | Report Abuse

Fire up to 3.0 ushering new year, can ah ? 🔥🔥😁😁

Posted by OnTime > 2023-12-21 21:18 | Report Abuse

wow, uni is on fire!

Posted by Uniholder > 2023-12-21 21:29 | Report Abuse

Tomorrow pls surpass the great 2.60 barrier, 💪🏼

Posted by speakup > 2023-12-21 21:36 | Report Abuse

https://www.malaysiakini.com/news/690823
sour grapes Pua didn't buy ytlp

Posted by yewnamhung > 2023-12-21 22:05 | Report Abuse

YB Otak Udang sudah masuk air

Posted by OnTime > 2023-12-22 08:01 | Report Abuse

hope he has a good christmas!

Posted by TimiraosL > 2023-12-22 08:21 | Report Abuse

Apparently, he like to "release the plane" (direct translate from Chi) one 😆

Posted by dragon328 > 2023-12-22 08:45 | Report Abuse

@TimiraosL, now on hindsight, the news link you sent above is related to the story behind the selldown of bank stocks yesterday. You were sharp.

Posted by xiaochen > 2023-12-22 09:05 | Report Abuse

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。

Posted by dragon328 > 2023-12-22 09:25 | Report Abuse

@xiaochen, share trading using AI has been very popular in China of late, and Singapore is catching up too. If fund managers use AI in picking stocks in Bursa, they will know YTL Power is so much under-valued at current prices, as computed by SimplyWt below:

https://finance.yahoo.com/news/opportunity-ytl-power-international-berhads-022543455.html

Posted by dragon328 > 2023-12-22 09:26 | Report Abuse

@xiaochen, share trading using AI has been very popular in China of late, and Singapore is catching up too. If fund managers use AI in picking stocks in Bursa, they will know YTL Power is so much under-valued at current prices, as computed by SimplyWt

Posted by dragon328 > 2023-12-22 09:26 | Report Abuse

@xiaochen, share trading using AI has been very popular in China of late, and Singapore is catching up too. If fund managers use AI in picking stocks in Bursa, they will know YTL Power is so much under-valued at current prices, as computed by SimplyWt below:

https://finance.yahoo.com/news/opportunity-ytl-power-international-berhads-022543455.html

Posted by dragon328 > 2023-12-22 09:26 | Report Abuse

https://finance.yahoo.com/news/opportunity-ytl-power-international-berhads-022543455.html

Posted by xiaochen > 2023-12-22 10:40 | Report Abuse

@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.

Posted by probability > 2023-12-22 10:52 | Report Abuse

Just listen to the 1st minute...though i still dont get it , it seems data centre is crucial and whoever monopolize can be the gods of the future..

https://www.youtube.com/watch?v=2yd18z6iSyk

Posted by MrFox > 2023-12-22 10:53 | Report Abuse

then we are the disciples of the gods of the future..!!!?????
haha

Posted by OnTime > 2023-12-22 11:27 | Report Abuse

we just want to milk the gods of the future

Posted by Invest_888 > 2023-12-22 11:52 | Report Abuse

Accumulate interest at RM2.50 is quite high. Hope to break RM2.60 today. If can't before year end should be no problem.

Posted by OTB > 2023-12-22 13:43 | Report Abuse

FY/PAT/Growth/Price/EPS/PER
FY2022/1257/-/0.67/0.16/4.32
FY2023/2022/61%/1.85/0.25/7.41
FY2024F/3000/48%/2.48/0.42/5.90
The average PER for the last 2 years is 5.86.
Presently at 2.48, the share price of YTLPower is trading at a PER 5.90.

The average PER of FBMKLCI component stocks is around 15.00.
Even using PER=10, YTLPower should be trading at 4.20 in FY2024.
Hope for good luck in 2024.
Thank you.

Posted by jeffchan1901 > 2023-12-22 13:48 | Report Abuse

Thanks for the info OTB

Posted by Jonathan Keung > 2023-12-22 13:52 | Report Abuse

Property slum in China has affected or dampen overall market sentiment. Hang Seng market has slumped and hit most trading house. Agriculture PER and valuation is expensive. Both YTLP and YTL their valuation n PER is undemanding . If I am a foreign investors and fund manager looking for investment growth opportunities.i go for YTLP and YTL as my bet

Posted by xiaochen > 2023-12-23 09:00 | Report Abuse

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.

Posted by Uniholder > 2023-12-23 09:24 | Report Abuse

Happy long holidays to all YTL, YTLP and YTLR shareholders ! 🎉

Posted by Uniholder > 2023-12-23 09:25 | Report Abuse

Happy long holidays to all YTL, YTLP shareholders ! 🎉

Posted by speakup > 2023-12-23 09:58 | Report Abuse

ytl supporter baca ni: http://www.financetwitter.com/2023/12/anwar-bans-israeli-ships-but-the-secret-malaysia-israel-billion-dollar-trades-since-twenty-eight-years-ago-will-continue.html