Posted by factfinder93 > 2024-01-05 17:25 | Report Abuse

mostly they will sell their computing power to research company that specific in certain topic i.e. language, art, face recognition, that require far more computing power than some database thing that can be powered by normal computer..chatgpt, tensor art, those got wide application function...

Posted by jenson68 > 2024-01-05 17:40 | Report Abuse

Superb & records breaking everyday !!
Thanks everyone especially dragon328 gave us booster to hold longer without affected by the negative's comment from minorities! Congrats as CNY angpau came earlier and cheers !!

Posted by factfinder93 > 2024-01-05 17:41 | Report Abuse

ai is a big topic for sure and definitely has the market...I pretty positive at ytl AI center..just the actual use case is not really what you described

Posted by Jerichomy > 2024-01-05 17:53 |

Post removed.Why?

Posted by troy88 > 2024-01-05 18:02 | Report Abuse

Strong closing for the dynamic duo mother & son. Congrats!

Posted by xiaochen > 2024-01-05 18:26 | Report Abuse

factfinder93, thanks a lots.

Posted by hoosier > 2024-01-05 18:29 | Report Abuse

@Jerichomy

Thank you for coming here to post.

Every time you post, the share price of YTL Power keeps moving higher.

Hahahaha

Posted by xiaochen > 2024-01-05 18:30 | Report Abuse

2019-2022, for 3 years, stock price struggle around 0.6X.
it takes only 3 days, for stock price surging more than 60 cents...

Posted by xiaochen > 2024-01-05 18:31 | Report Abuse

Dalam mimpi pun tak percaya...

Posted by jeffchan1901 > 2024-01-05 18:35 | Report Abuse

Wow go YTLP!.. 4 days in a row!..

RM2.57 > RM2.80 > RM3.00 > RM3.22

Nice closing for the week. Really really tempted to lock in the profits.

At P/E 9.74x still very cheap compared to TENAGA at 20.29x. Industry average at 15.8x. Fair P/E value 13.3x and fair price at RM4.93 according to SWS

Posted by Jerichomy > 2024-01-05 19:23 |

Post removed.Why?

Posted by Jerichomy > 2024-01-05 20:06 |

Post removed.Why?

Posted by Jerichomy > 2024-01-05 20:19 | Report Abuse

Now all the money in shares like all money in bitcoin haha

Posted by MrFox > 2024-01-05 20:21 | Report Abuse

> 3.30 next week!!!!!
you dun believe words of wisdom?
haha

Posted by Jerichomy > 2024-01-05 20:25 |

Post removed.Why?

Posted by speakup > 2024-01-05 20:30 | Report Abuse

This reminds me of Hengyuan forum last time, selalu gaduh gaduh tak sampai habis

Posted by ccs999 > 2024-01-05 20:55 | Report Abuse

1st TP RM5.

Posted by Jerichomy > 2024-01-05 21:24 |

Post removed.Why?

Posted by Jerichomy > 2024-01-05 21:27 | Report Abuse

His money can rm1 into ytlpwer wah almost all his wealth haha

Posted by Jerichomy > 2024-01-05 21:29 |

Post removed.Why?

Posted by michaelwong > 2024-01-05 22:39 | Report Abuse

Bang balls sold out too early thinking that it might retreat abit . Powerful klse stock of 2024 . Smash 10 times analysis and research house target price and probably rerating with JV Nvidia as Nvidia in the US as one of the strongest chips giant with share price up many folds

Posted by Jonathan Keung > 2024-01-06 08:19 | Report Abuse

Don't worry. We are here to make money.so called Analyst have also missed out YTL . Look at the low price valuations assigned to YTL vs other it's peers. More positive news flow forthcoming e.g. 2qtr result announcement , Digital bank commencement, Rollout of HSR Singapore link, export of renewable green electricity , strategic sovereign funds partnership. Not forgetting an additional interim dividend announcement. Just buy whenever opportunity arises. Cheers

Posted by MrFox > 2024-01-06 08:20 | Report Abuse

michaelwong@@
still not too late!!!!
u dun beklieve words of wisdom????!!!!!
haha

Posted by xiaochen > 2024-01-06 09:09 | Report Abuse

对于想一贴就概括了解此公司的人，这一贴提供一些基要的资料。

Few points taken from 1QFY24 (28/11/2023)
1. The PAT by PowerSeraya is much more beyond my expectation reaching 850m. This will be the key reference for coming quarter.

2. Water segment is improving, and I can expect next quarter to break even.
The higher revenue was contributed primarily from continued improvement in trading and new contract. (when the new contract become more and more, the profit will keep rising.)

3. Telecommunication segment, hope for the best next quarter. (maintain my own assumption, -50m for coming quarter)

4. Investment segment, hope Jordan side could do better. (if no surprise, 100m will be expected for coming quarter)

5. Total of 900m for next quarter.
6. TOTAL LIABILITIES: improve from 42,731,135k to 40,405,131k
7. Cash and cash equivalents: improve from 7,322,936k to 8,140,521k.
8. There was no dividend paid during the current financial quarter. (so sad)

PowerSeraya 的业务的高盈利稳定性会持续到至少FY2025。这是YTL CEO的预告，可信度超高。

YTL的营业诚信以及透明度是蛮健康的。我打从2017就已经持有YTLP，而且是全买。根据多年的追踪此公司的新闻以及发展，此公司是一间务实、努力、精明、持续派股息的公司。最糟糕的时刻，还派出高达80%总收入的股息，这令人感动。

根据以上几点，未来FY24以及FY25，每一季EPS维持10仙或以上是可行的。所以，有投行认为TP可以达Rm3.90不是梦。这是根据若市场给YTLP PE10的评价，全年40仙EPS，就等于股价Rm4。

以下几点，是可以进一步提升盈利的新业务。这几项新业务若成功，是可以让股价进一步突破每季EPS10仙的。
1. 位于柔佛古来的数据中心。这是公司重大的投资之一。是可以提供客观的收入。只是目前有关数据中心的盈利能力，因为业务太新，所以是未知数。第一期即将在来临3月开始营业。

2. AI数据中心。这个业务也非常新，盈利能力也是未知数。2024年年中会开始营业。

3. Rawang的WTE。已经是属于YTLP得标，不过还在等待全面批准的过程中。

4. 新加坡PowerSeraya有潜能从马来西亚进口再生能源。目前进口着100mw。大马政府会对出口的细节，作出公布。这要耐心等待，因为大马的效率一向来不太快。

5. 数码银行。YTLP和SEA公司合同一起得标大马5间数码银行的其中一间。目前这业务还未有任何进一步的新闻被发布。

6. MLFF，原本是有YTLP的子公司YTL Comm来开发次业务。不过面对质疑和被挑战，所以，这业务目前处于不明朗状态。

7. 最新的消息，英国的房地产Brabazon project在停顿几年之后，终于重启了。

8. 入股Ranhill 20%的股份。

Posted by xiaochen > 2024-01-06 09:30 | Report Abuse

最近的趋势
1. 股价这三天共升了超过60仙。PE也逐渐迈向10。可能是市场先生开始合理地对待YTLP也说不定。过去的股价，确实是严重地被低估了。

2. 根据去年的经验，YTLP会在第三季以及第四季派息。这情况已经持续两年。今年会一样吗？没答案。在全年派息两次之前，是一年派息一次，在更久更久的之前是每季派息。

3. YTL CEO有说过：YTL注意是YTL，FY24及FY25，每年派息1B的数额。差不多是YTL的每股9.5仙。不过，就没有对YTLP的派息说过什么。好消息是，YTL的派息，有一大程度是依赖YTLP的派息。既然YTL能拿1B出来派息，而且连续两年，那么YTLP的派息数额是必须跟上的。若YTLP在FY24有40仙的EPS，以40%的派息率来算，16仙股息是可行的。只是，若参考去年FY23的派息率，FY24派16仙的股息，可能性就蛮低的。不过纸上盈利，已经大大淡化了低股息的影响。

Posted by Jerichomy > 2024-01-06 09:49 |

Post removed.Why?

Posted by Plantermen > 2024-01-06 09:51 | Report Abuse

Remember to add up the free cash flows arising from thier business operation's are denominated and park in SGD, Aud, USD, and Pounds. High interest rate enviroment is positive for YTL group who has a cash pile reserve of between 7-8 billion. Even at a token rate of 3% the interest earned from their reserve is staggering { convert back to MYR}

Posted by cgtan2020 > 2024-01-06 10:54 | Report Abuse

Currently YTLPower is traded at FPE 0f 8.21 based of 3.2B earning in 2024. L4QPE of 9.7.
FBMKLCI PE is now at 13.22, i belief foreign fund will push YTLP and YTL to move the index to a higher level like 1550 or 1600. For the last 3 days when index is move up by 10 points, YTLP and YTL contribute about 2.5 point and 2.67 point or about 50 percent of the index increase, but YTLP only contribute 2.36% of the index weightage. Based on this assumption and calculation, if index is push to 1550 or 1600 in one year time. And YTLP contribute only 20 percent of the index increase instead, it will be traded at 4.28 and 5.14 respectively. I belief it will be very exciting for shareholder of YTLP, these things happened only once in a lifetime. If you owned YTLP shares, you know what to do. Currently YTLP and YTL is the key movers of the index with price increase and volume, and the game is just started. This is not a recommendation of buy or sell.

Posted by oE360884 > 2024-01-06 11:27 | Report Abuse

At ATH in up channel. Will it hit 2.38 next week?

Posted by cgtan2020 > 2024-01-06 11:47 | Report Abuse

Price of 4.28 is FPE2024 of 10.93 and FPE2025 8.75
Price of 5.14 is FPE2024 13.11 and FPE2025 10.48. All the FPE still below FBMKLCI PE.
With current portfolio readjustment happening in FBMKLCI, foreign fund and local institutional is actively get rid of laggards stock and switch over to movers like YTLP and YTL with lower PE better earnings in the coming quarter. Do wait and see.

Posted by Ran271221 > 2024-01-06 11:47 | Report Abuse

Terima kasih cgtan202. Saya tak ada kemahiran analisis Tuan ini.

Posted by moncmondo87 > 2024-01-06 12:18 | Report Abuse

cgtan2020, you analyses above should be further supported by improvements/increase in dividend payouts for FY2024 and FY2025, do dividend yield to market price remains sustainable when compared with FD rates.

Posted by cgtan2020 > 2024-01-06 13:08 | Report Abuse

@moncmondo87 dividend visibilities is not yet there unless YTLP start quarterly dividend, with current capex for YTLP DC, i think it will take some time in the future to see a clearer picture.
03-Jan-2024 Index up 9.27 points, YTLP contributed 26% in index points
04-Jan-2024 Index up 14.89 points, YTLP contributed 15% in index points
05-Jan-2024 Index up 9.27 points, YTLP contributed 27% in index points. Let's see if this can sustain.

Posted by Uniholder > 2024-01-06 14:31 | Report Abuse

I still can’t believe it next station 328 is sooner than expected. 😅

Posted by cgtan2020 > 2024-01-06 14:40 | Report Abuse

@Agjl let the profit run now, until earnings growth is slow or PE is too high or price to book is too high.

Posted by cgtan2020 > 2024-01-06 15:42 | Report Abuse

@Agjl that is the plan but along the way can use certain percentage of what you have to trade?

Posted by Jerichomy > 2024-01-06 18:49 |

Post removed.Why?

Posted by StocksGod > 2024-01-06 23:36 | Report Abuse

Oh no, O*B sell call YTLPower in his latest weekly report. The final decision to sell is always yours.

Posted by David Gunter > 2024-01-07 08:09 | Report Abuse

There is no such thing. Stop BS like rr88 and Jerichomy

Posted by David Gunter > 2024-01-07 08:09 | Report Abuse

StockGoose fake id

Posted by NatsukoMishima > 2024-01-07 09:42 | Report Abuse

My sincere and humble prediction for YTLPOWER , YTL , RANHILL :

YTLPOWER minimum worth rm 12 - 20 by 2030,
Ytl minimum worth rm 6-10 ,
Ranhill minimum worth rm 5 !
Ytlpower will take over Maybank by 2030 because all the malaysia bank stocks will tumble by atleast 20 - 40 % due to skyrocket NCL !
Is it the right time to buy ytlpower now or is it too risk to buy in now ?? I will say no because they already had mega plans to control SEA data center business , next will be Thailand and Indonesia !

After januari ytlpower will hit rm 5 , Ranhill will hit rm 2.xx !
This is a humble predictions from a Japanese that u can only trust in Bursa !

Posted by NatsukoMishima > 2024-01-07 09:46 | Report Abuse

Nvidia will hit USD 800 - 1000 to beat Apple by 2030 !

Posted by Alan108 > 2024-01-07 10:18 | Report Abuse

if i will Nvidia CEO (MR. Huang) , I will invest in YTLPOWER.
And if I will S'pore government , I will have to participate in YTLPOWER at lease 10% ,and asked for rept to in the directors board.

Posted by KLV868 > 2024-01-07 10:26 | Report Abuse

@fx115w YTLP getting SG EMA's RFP 600MW. this could be one of the reason. Closing date is 31-12-2023.

Copy from the RFP;

Timeline
2.3 Interested participants who wish to participate in the RFP (each a “Participant”)
shall submit their proposals in accordance with the requirements set out in
Section 4 (each a “Proposal”) by no later than 3pm Singapore time on 31
October 2023 (“Closing Date”). For avoidance of doubt, a Participant is
allowed to submit multiple proposals so long as each proposal meets the
9 The maximum gross generation capacity at an ambient temperature of 32 degree Celsius.
8
requirements stipulated in this RFP document. However, only one proposal
may be awarded.
2.4 The Participants are strongly encouraged to commence engaging Centre for
Protective Security on Security-by-Design process, Urban Redevelopment
Authority (“URA”) on Environmental Impact Assessment (“EIA”) via submission
of Form A10, and PowerGas and SP PowerGrid on its gas and electricity
connections respectively so as to factor the lead time required for each process
towards the delivery of the new generating capacity.
2.5 Thereafter, EMA will commence the evaluation period which will end with the
notification to each Participant of the result of the RFP by 31 December 2023
(“Evaluation Period”). EMA will evaluate the Proposals based on the selection
process set out in Section 3.
2.6 The awarded Participant (“RFP Winner”) will be issued a generation licence
and be required to commission the new generating unit no later than 31
December 2027.
2.7 EMA reserves the right to not award any Proposals.

Fingers crossed!

Posted by edwin387 > 2024-01-07 10:45 | Report Abuse

I want to buy Ytlpower but the share price very high now, any sifu can advise me?

Posted by probability > 2024-01-07 14:23 | Report Abuse

reposting an important note from dragon328 to remind myself, as its easy to loose track with constant nonsense flooding the forum at times

Posted by dragon328 > Jan 5, 2024 12:28 PM | Report Abuse

The share price movement is not dictated by a few words that you said or I say, the volume of YTL Power shares traded over these few days are so high that it can only be foreign funds aggressively buying.

Foreign funds can access to more up-to-date information and more professional reports by Singapore analysts on the Singapore electricity market from research reports on listed companies there like Keppel and Sembcorp.

It is no mistake that both Keppel and Sembcorp are trading near 5 year high, at PER of 11x to 12x based on past year earnings. Investors in Keppel and Sembcorp must be happy with the earnings projection given by the respective management when they pay 11x or 12x PER for the stocks. Foreign funds must be finding YTL Power as a cheaper alternative to power plays in Singapore, as currently PowerSeraya contributes over 80% of earnings of YTLP. Even based on sole contribution from PowerSeraya alone, YTLP is trading a forward PER of less than 8.0x compared to 11x for Sembcorp. And they are getting all other assets (Wessex, Jordan, Jawa Power, data centres, WTE project, digital bank etc) of YTL Power for free.

You are right that stock market is forward looking. How far ahead would you look ahead? 12 months? 2 years? If PowerSeraya/YTLP management tells you that the strong earnings will continue into 2026, meaning FY2024 and FY2025 and possibly FY2026 earnings will be as strong from Singapore. How far ahead more will you want to look ahead?

Posted by hoosier > 2024-01-07 16:04 | Report Abuse

@probability

To read only what dragon328 has posted, bookmark this link,

https://klse.i3investor.com/web/cube/profile/dragon328

Posted by StocksGod > 2024-01-07 17:15 | Report Abuse

O*B sell call YTLPower in his latest weekly report. The final decision to sell is always yours.

Posted by NatsukoMishima > 2024-01-07 18:09 | Report Abuse

If u still think ytlpower is utilities stock then u are outdate , this is AI concept stock which will have minimum 30 - 50 PE by 2030 !

Posted by David Gunter > 2024-01-07 18:36 | Report Abuse

Don’t lie StockGoat