Posted by OnTime > 2023-12-23 11:41 | Report Abuse

to paraphrase a famous quote, the world's a stage all the people r merely actors and actresses.

Posted by chon99 > 2023-12-23 18:26 | Report Abuse

Let politicians deal with politics ；
Let investors deal with investments;
Let YTLPOWER deal with power utilities and data center;
So there will be no conflicts of interests and confusions;
May someone furnish the latest developments and progresses of YTLPOWER in data center or in other segments.
在商言商.

Posted by Jerichomy > 2023-12-23 18:36 |

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Posted by Jerichomy > 2023-12-23 18:37 |

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Posted by Jerichomy > 2023-12-23 18:37 |

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Posted by Jerichomy > 2023-12-23 18:37 |

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Posted by chon99 > 2023-12-23 18:58 | Report Abuse

Never mind ! YTLPOWER will showcase its real power with its excellent financial results as a testimony.

Posted by OTB > 2023-12-24 10:27 | Report Abuse

Please read the link below.
https://finance.yahoo.com/news/heres-why-nvidia-stock-could-143000209.html
Nvidia is expected to deliver another year of terrific growth in 2024

The partnership of Nvidia in solar-power green data center of YTLPower will be a strong growth area in 2024.
Hopefully, we can see EBITDA margin of 50% = RM 2.0 billion after mid-2024.
The main bulk of profit of solar-power green data center will come in after FY2025.
Thank you.

Posted by MrFox > 2023-12-24 11:21 | Report Abuse

Why Nvidia stock seems set to double in 2024

YTLPower follows Nvidia !!!???????
haha

Posted by probability > 2023-12-24 12:46 | Report Abuse

Data Center Business: Nvidia’s data center business has accounted for three-fourths of its total revenue in fiscal 2024. With a revenue estimate of $15 billion for the current quarter, Nvidia could generate $44 billion in data center revenue by the end of the fiscal year. If the projected 150% increase in data center GPU shipments translates into an identical jump in revenue, the company could generate a staggering $110 billion in sales from this segment alone.


https://gameishard.gg/news/heres-why-nvidia-stock-could-double-in-2024/741118/#gsc.tab=0

Posted by Jerichomy > 2023-12-24 13:22 |

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Posted by Jerichomy > 2023-12-24 13:23 |

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Posted by probability > 2023-12-24 13:43 | Report Abuse

The below means, the power demand will exponentially rise in Singapore due to Data Centers there which is generating 15% of Nvidia's revenue presently

YTL Powerseraya will benefit by the forecasted growth in Nvidia in 2024 too

Its a double whammy for YTL Power


https://www.forbes.com/sites/forbestechcouncil/2023/10/23/how-data-centers-are-evolving-to-meet-ai-demand/?sh=7ac0b81277ac

This means we must develop and deploy solutions capable of delivering ever-increasing power over time while simultaneously employing more efficient methods to make it happen.

As supercomputers continue to shrink and become more power-dense, our industry is constantly thinking about how we keep them cool, while concurrently tapping alternative power sources to support the increased energy demand.

Posted by probability > 2023-12-24 13:56 | Report Abuse

In singapore, 7% of total power consumption goes to Data Centers....i think just a rise by another 2% (from Nvidia's growth) will make significant rise in YTL Powerseraya margin for 2024 & 2025

Posted by probability > 2023-12-24 14:20 | Report Abuse

Looks like Nvidia has to go full swing on date center expansion in Malaysia considering the constraints in Singapore

and look at the growth in power consumption from data center


https://www.akcp.com/blog/singapore-lifting-the-ban-for-new-data-centers-whats-the-catch/

The Terms For New Data Centers

Limiting Capacity

Singapore’s government has opened up, lifting the ban for new data centers, but with constraints, including limiting the power capacity for new facilities to roughly 5 megawatts. The moratorium was a good thing to slow down the rate of expansion and reflect on the issues about sustainability and the challenges faced by the electrical grid network.

The capacity ceiling may be sufficient for retail operators, but it will be a hindrance for facilities catering to hyperscalers like Amazon, Microsoft, and Apple, which typically demand 8-24 megawatts of electricity.

MTI said it is reaching out to industry players for feedback and further input on the amended policy, which has yet to publish comprehensive instructions. He explained that the industry’s work in 2019 was critical in helping the government devise a system that will allow the sector to grow in a sustainable manner while also ensuring that Singapore meets its climate change mitigation targets in the coming years.

As of last year, there were 70 data centers in Southeast Asia’s wealthiest country, with a total power capacity of 1,000 megawatts.

According to government data, these server hosting facilities were responsible for roughly 7% of the country’s overall power usage in 2020, up from 5.3% a year earlier.

Posted by MrFox > 2023-12-24 19:29 | Report Abuse

YTLPower will be a PureBULL ...!!!
haiyoh correct?
haha

Posted by probability > 2023-12-24 20:02 | Report Abuse

Explains why Nvidia & YTL investing DC in Johor

https://w.media/johor-batam-singapore-plus-dci-report-2022-data-centre-colocation-hyperscale-cloud-interconnection/

The overflow scenario has emerged in Southeast Asia as the Singapore data centre market enters a new phase in its evolution. A data centre build pause, put in place by the Singaporean government, effectively put a halt to the development of new supply. And while the moratorium was recently lifted, new data centre expansions will be subject to close scrutiny and probably be limited to a certain subset of operators and potentially open the door to more self-builds from hyperscalers.

Given where things are going in Singapore, the logical question is what next given that demand is not slowing down. More experimental scenarios such as underground or floating data centres have been explored, but the feasibility is questionable and the ability to serve aggressive levels of demand is just not there. Enter the overflow market. And in the context of Singapore, two nearshore locations have emerged – Johor in Malaysia and Batam in Indonesia – to try and accommodate the demand that Singapore will be less and less equipped to serve over the long-term.

Johor and Batam are situated in different jurisdictions and the underlying connectivity takes different routes. In the case of Johor, terrestrial connectivity is available, but for Indonesia, it is via subsea cables. But both locations are in close proximity and this eliminates performance degradation for a large cross-section of the workloads that exist today. Serving Singapore through Johor and Batam is entirely feasible and both operators and capital are looking very closely at the opportunity and making bets.

Posted by OTB > 2023-12-24 20:23 | Report Abuse

If you buy Nvidia at 3.18 on 30/12/2011, the share price of Nvidia today is at 489.44.
ROI=15,291%.
If you keep a growth stock on a longer term basis, the ROI is a few thousand %.

I watch "Youtube" on Francis Yeoh's interview on YTLPower, if you invested 1 million in 1987, your return (ROI) is 156 million in 2023 ie 15500%.
I believe all assets of YTLPower will increase exponentially in the next few years.
Invest in YTLPower as a long term investment like what dragon328 recommended.

Posted by DoctorM > 2023-12-24 22:17 | Report Abuse

Quite entertaining to read all the posts from all the masters and experts in this forum , but I don’t get the conclusion yet - in short , good stock or bad stock to hold for YTL ?

Posted by MrFox > 2023-12-24 22:31 | Report Abuse

aiyoh! u shudnt be in Bursa when asked this sort of question!!!
haha

Posted by DoctorM > 2023-12-24 22:40 | Report Abuse

Love to get some free education from you Mr.Fox :) as I just bought little shares at 2.5+ . No much capital … need to make sure

Posted by OnTime > 2023-12-25 08:29 | Report Abuse

follow 楊家將 ok one!

Posted by MrFox > 2023-12-25 09:33 | Report Abuse

snce u r in Bursa, u shud buy more!!!!!!
dun you believe words of wisdom???!!!!!
haha

Posted by xiaoeh > 2023-12-25 09:39 | Report Abuse

Posted by DoctorM > 10 hours ago | Report Abuse
Love to get some free education from you Mr.Fox :) as I just bought little shares at 2.5+ . No much capital … need to make sure

DM, may i know what trigger your buying decision at 2.50?

Posted by MrFox > 2023-12-25 11:24 | Report Abuse

Though 2.51 is a risky buy (to many ) i sincerely believe that there is more upside than downside!!! at current price , PE! is still low, so risk is minimal. Well as they say, only those who are brave enuf to venture will certainly made handsome harvests. Best of luck to all

Posted by Jerichomy > 2023-12-25 12:05 |

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Posted by Jerichomy > 2023-12-25 12:19 |

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Posted by Apple888 > 2023-12-26 07:28 | Report Abuse

Good morning everyone!Ytl Power Bursa star.to break rm2.70 soon

Posted by KLV868 > 2023-12-26 09:18 | Report Abuse

YTL JAPAN IS up BY 10%.

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

If you buy Nvidia at 3.18 on 30/12/2011, the share price of Nvidia today is at 489.44.
ROI=15,291%.
If you keep a growth stock on a longer term basis, the ROI is a few thousand %.

I watch "Youtube" on Francis Yeoh's interview on YTLPower, if you invested 1 million in 1987, your return (ROI) is 156 million in 2023 ie 15500%.

I believe all assets of YTLPower will increase exponentially in the next few years.
Invest in YTLPower as a long term investment like what dragon328 recommended.

Posted by OTB > 2023-12-26 09:23 | Report Abuse

Please read the link below.
https://finance.yahoo.com/news/heres-why-nvidia-stock-could-143000209.html
Nvidia is expected to deliver another year of terrific growth in 2024

The partnership of Nvidia in solar-power green data center of YTLPower will be a strong growth area in 2024.
Hopefully, we can see EBITDA margin of 50% = RM 2.0 billion after mid-2024.
The main bulk of profit of solar-power green data center will come in after FY 2025.
Thank you.

Posted by Ran271221 > 2023-12-26 09:29 | Report Abuse

Terima kasih OTB.

Posted by Apple888 > 2023-12-26 11:24 | Report Abuse

Foregin keep outflow utilities recently

Posted by Agjl > 2023-12-26 13:44 | Report Abuse

Simply wallstreer previously sing praises on ytlp and said its current valuation is 60% discount to current price but now cast negative on ytlp saying it lacks growth factor.

Posted by Agjl > 2023-12-26 13:44 | Report Abuse

May be wan to get cheaper tickets, thats why

Posted by TimiraosL > 2023-12-26 14:27 | Report Abuse

No chance to get it below Rm2 already. That's a beautiful dream

Posted by harvest6138 > 2023-12-26 16:16 | Report Abuse

https://www.wessexwater.co.uk/bills-and-accounts/our-charges

According to the wessex web site , the water bill charges shall be increased again started from 1st April 2024

Posted by CapitalCraftsman > 2023-12-26 18:04 | Report Abuse

If don't wanna to chase high on YTLPower, can try its peer, HE Group which involves in Mechanical, Electrical and Process Utility (MEP) and it will benefited by the high growth of semiconductor and medical industry, and most importantly, data centres too

https://www.thestar.com.my/business/business-news/2023/12/26/he-group-inks-underwriting-deal-for-ace-market-ipo

Posted by Jerichomy > 2023-12-26 19:58 |

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Posted by Jerichomy > 2023-12-26 19:58 |

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Posted by Jerichomy > 2023-12-26 19:59 |

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Posted by MrFox > 2023-12-27 09:14 | Report Abuse

when YTLP is greenish , Jeri face also greenish!!!
congrats Jeri!!!!!

Posted by MrFox > 2023-12-27 09:19 | Report Abuse

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

2 days ago | Report Abuse

YTLPower will be a PureBULL ...!!!
haiyoh correct?
haha

you dun believe in words of wisdom???!!!!

Posted by Apple888 > 2023-12-27 10:19 | Report Abuse

Hope can close 2.80 in year end 2023

Posted by PASSIVESTOCK > 2023-12-27 10:51 | Report Abuse

你是我的小啊小苹果 23 年 剩 两天而已 2.80 明年吧

Posted by Invest_888 > 2023-12-27 11:34 | Report Abuse

Obvious accumulation at RM2.55

Posted by jenson68 > 2023-12-27 15:27 | Report Abuse

Great to stay above 2.50 !!! Cheers

Posted by MrFox > 2023-12-27 19:41 | Report Abuse

2.60 by year end!!!!?????
haha

Posted by Jonathan Keung > 2023-12-27 21:33 | Report Abuse

Tomorrow Friday is the last trading day of the year.Expect KLCi index link stocks to close higher. Cheers

Posted by MrFox > 2023-12-27 21:34 | Report Abuse

so there is no Thursday!!!
haha