Posted by OTB > 2024-01-14 23:00 |

Post removed.Why?

Posted by chon99 > 2024-01-14 23:13 | Report Abuse

Jerichomy，
You have the freedom to accept or reject the ideas but please give reasons for doing so
Don't use the word scammers which means people involving in frauds or dishonest schemes. That are serious accusations which are not applicable to the remarks here unless you could prove for what you are telling.

Do remember that this is a forum for discussions and exchanging views not a forum for accusations.

Posted by Jerichomy > 2024-01-14 23:33 |

Post removed.Why?

Posted by Jerichomy > 2024-01-14 23:33 |

Post removed.Why?

Posted by chon99 > 2024-01-15 00:28 | Report Abuse

Instead of pointing fingers or cursing, should we revert back to our discussions on YTL POWER which is the main topic in this forum , otherwise we will be unnecessary distracted.

Posted by idkdontaskmelol > 2024-01-15 07:52 | Report Abuse

U oso another blind guy, or purposly spread fake news. The link u give, is ony showing listed companies with 0.1% above only. Not in the list not mean 0 net short position, juz lower than 0.1%. got wear spec anot?

dragon328
cgtan2020 was tight, net short position on YTLP has come down to zero

https://www.bursamalaysia.com/misc/missftp/sblnt/NetShortPosition20240111.pdf?t=1705040038

Posted by NatsukoMishima > 2024-01-15 08:18 | Report Abuse

https://www.nst.com.my/business/corporate/2024/01/1001037/over-five-groups-present-their-concept-proposals-kl-spore-bullet

Posted by Jonathan Keung > 2024-01-15 08:26 | Report Abuse

Just ignored & skip all gibberish or unrelated post. This forum needs to differentiate all the unreadable stuffs posted. We need to look at the bigger picture and news or postings on YTLP. Let us prosper and enjoy the fruits of investing in YTLP

Posted by moncmondo87 > 2024-01-15 08:37 | Report Abuse

Jonatan, Well stated above. Today's StarBiz pg 3 provides a useful update - " ... The strong momentum keeps going for YTL Power, .. "..analysts said its outlook remains bright ... valuations appear to be compelling .. "

Posted by cgtan2020 > 2024-01-15 08:51 | Report Abuse

Foreign investors switched to being net sellers on Bursa
Malaysia, ending a four-week streak of net inflows, with a
value of -RM93.1m. Every trading day saw net selling, except
for Monday when foreigners bought RM29.8m, with inflows
observed in stocks like Public Bank (RM42.2m), Sime Darby
(RM29.4m), and YTL Power (RM28.6m).
• The top three sectors with the highest net foreign inflows
were Utilities (RM181.4m), Construction (RM67.0m), and
Energy (RM51.8m). Meanwhile, the sectors with the highest
net foreign outflows were Consumer Products & Services
(-RM241.2m), Transportation & Logistics (-RM103.7m), and
Industrial Products & Services (-RM99.0m).
• Local institutions continued as net sellers for the third
consecutive week, with a total of -RM141.6m. The Technology
sector witnessed the highest net outflows from this investor
group, amounting to -RM122.6m.
• Local retailers continued to be net sellers of domestic equities,
amounting to -RM10.0m, although at a significantly slower
place compared to the previous week’s -RM383.3m.
• In terms of participation, there were increases in average
daily trading volume (ADTV) among local retailers (+2.6%),
local institutions (+3.4%), and foreign investors (+10.6%).

Foreign fund net inflow to YTL Power Int. 175.7M

Posted by moncmondo87 > 2024-01-15 08:59 | Report Abuse

cgtan2020, thanks for sharing. Local retailers and funds have limited investing capacity. Foreign funds will always be the market movers, and for the right reasons. Their inhouse research analysts do a better job valuing YTL Power, and do not have conflicted objectives

Posted by OTB > 2024-01-15 09:09 | Report Abuse

The upward momentum of YTLPower share is so strong.
There must be something that the market is not aware off.
If some good news is out, the share price of YTLPower will move up north to 4.20 which is my goal for June 2024.
Good luck to all investors.
Thank you.

Posted by moncmondo87 > 2024-01-15 09:23 | Report Abuse

OTB, Earnings fundamentals already in place, and more PAT lines coming along in the next few quarters. PEFs and AUMs are already aware, thanks to their inhouse research. So depends on what you mean " .. something that the market is not aware .."

Posted by $$ BUYSELL $$ > 2024-01-15 09:23 | Report Abuse

Now just watch the show can break 3.82 or not.

Posted by $$ BUYSELL $$ > 2024-01-15 09:24 | Report Abuse

showtime

Posted by cgtan2020 > 2024-01-15 09:34 | Report Abuse

PETALING JAYA: Foreign funds continue pouring into YTL Power International Bhd making it the top gainer among FBM KLCI-linked stocks on the local bourse this year.

In the year-to-date period, YTL Power’s shares had gained more than 44% at last Friday’s close and the gains have sustained amid some cautiousness from local investors who have been net sellers of the stock since the beginning of the year.

After an impressive 250% gain last year, the rally appears set to continue for the company, which has gradually seen a change in its growth profile as it is moved to tap revenue from new economic sectors such as green energy, green data centres and more recently, artificial intelligence (AI).

There seems to be no stopping its rise, at least for now even as recent moves have meant it is wanting to move away from the traditional utilities segment which is usually seen as a stable dividend yielding sector.

It is noteworthy that despite its rise, the stock is trading at competitive historical price-to-earnings ratio valuation of 11.3 times.

According to statistics by Dibots, YTL Power was the most net bought stock by foreign investors in the first trading week of the year with recorded net buying of RM110.2mil.

Conversely, YTL Power was among the most net sold stock among local institutional (RM22.7mil), retailers (RM41.2mil), nominees (RM41.9mil) and proprietary (RM4.4mil) investors for the same week.

Commenting on these, CIMB-KAF noted that sector-wise, foreign investors were the primary net buyers in the utilities and property sectors, while retail investors saw a contrasting trend as they were the largest net sellers in these two sectors.

The strong momentum keeps going for YTL Power, which derives most of its earnings from overseas such as the United Kingdom and Singapore.

A month ago, its widely reported partnership with US tech giant Nvidia Corp had excited investors as it was now also exposed to the strong growth prospects in AI.

For YTL Power, analysts said its outlook remains bright and valuations appear to be compelling despite its rise to recent price levels.

Its earnings remain on an upward trajectory with net profit in its first quarter ended Sept 30, 2023 rising by almost five times year-on-year (y-o-y) to RM847.9mil, while revenue rose by 15% y-o-y to RM5.45bil.

In its quarterly notes to its financial statements, YTL Power said its power generation business saw a better performance mainly due to better margins and the strengthening of the Singapore dollar against the ringgit.

In its report last month, RHB Research said it continues to have a long-term positive view on YTL Power’s collaboration with Nvidia.

It noted that the project may also boost its data centre take-up rate in Johor.

According to Kenanga Research, YTL Power’s collaboration with Nvidia will see it now being a “managed service provider” where it goes beyond providing a physical space and infrastructure to offer a range of managed services including software.

Kenanga Research has maintained its “outperform” rating on the stock with a target price of RM3.06, while RHB Research maintained its “buy” call with a target price of RM2.95.

RHB Research cited key risks to YTL Power include the execution risk for its Java and Jordan power plant projects and weaker contributions from the Wessex Water and PowerSeraya power plant.

https://www.thestar.com.my/business/business-news/2024/01/15/ytl-power-rises-to-become-top-gainer-on-bourse

Posted by Hoot9e > 2024-01-15 10:17 | Report Abuse

today profit taking...

Posted by Plantermen > 2024-01-15 10:32 | Report Abuse

RHB is of view that YTLP is now view as a MSP { managed service
provider} for Nvidia Is positive. A MSP is a company that have ties with their principal to manage the customer IT system infrastructure and end user system. Commonly government agencies do engaged MSP to run day to day services that is inclusive of network, security, infrastructure monitoring and specific segments like IT, storage, analysis and using specialised set of AI to run. Does it means YTL group is targeted for the certain engagements by the Government. Cgtan202 your article on the MSP throws a new light what's may buzzling around

Posted by ccs999 > 2024-01-15 10:44 | Report Abuse

https://www.orientaldaily.com.my/news/business/2024/01/15/624478

Posted by ImCK > 2024-01-15 10:47 | Report Abuse

ytl show muscle only other die liao haha 13billion cash in hand

Posted by NatsukoMishima > 2024-01-15 10:51 | Report Abuse

After 31 jan , above rm 4.xx

Posted by ImCK > 2024-01-15 10:57 | Report Abuse

i have doubt how bjcorp can win revenue and cash also different a lot . later go bankrupt bank crisis

Posted by ImCK > 2024-01-15 10:57 | Report Abuse

financial crisis because of bjcorp

Posted by xiaochen > 2024-01-15 11:01 | Report Abuse

It noted that the project may also boost its data centre take-up rate in Johor.
我继续保留我之前的假设：数据中心是业务主角，超级电脑是辅助。
所以，20B的AI DC = 15b DC + 5b的超级电脑。我个人觉得这个模式，比较合情合理。

假若单单超级电脑就花费20b，这就让超级电脑的服务成为主角，而DC成为配角。我个人质疑这个模式，因为
目前还未看到YTLP为了建设这超级电脑而进行贷款的新闻。YTLP为了建设DC，是有向本地银行贷款的。第二，要透过一个超级电脑的服务来回本20b，这充满挑战。第三，假若为了拉动DC的业务，另外再投资额外的20b，是本末倒置。

隔壁家有几个DC reits。这些DC reits证明了，DC是可以制造长久的丰厚盈利（若都租得出去）。这些应该是YTLP的DC的主要目标。

至于AI所能制造的盈利，目前的资料就几乎没有。未来应该会有机会看到更多这方面的资料。

Posted by $$ BUYSELL $$ > 2024-01-15 11:08 | Report Abuse

take profits and enjoy for cny.

Posted by $$ BUYSELL $$ > 2024-01-15 11:10 | Report Abuse

profits take from the loser.

Posted by chon99 > 2024-01-15 11:20 | Report Abuse

Intermittent profit taking noted, but uptrend remains intact. YTL POWER is so resilient and powerful with its mega power unleashed.
(Just my opinion. Not a buy or sell call.)

Posted by cgtan2020 > 2024-01-15 11:24 | Report Abuse

@Plantermen a lot of the details on NVIDIA's AI DC still unclear, the MSP maybe is just what Kenanga Research speculate on.

Posted by cgtan2020 > 2024-01-15 11:30 | Report Abuse

https://theedgemalaysia.com/node/697317

extract....

A model similar to OpenAI's GPT would require more than 30,000 Nvidia A100 cards, according to research firm TrendForce. But a handful can run complex machine-learning tasks and enhance existing AI models.

Posted by Invest_888 > 2024-01-15 11:34 | Report Abuse

Those can take profit at RM3.80 & buy again at RM3.61 are smart guys. But, it is not easy, normal people will sell BELOW RM3.65 and Buy back ABOVE RM3.70. then.

Posted by myloh123 > 2024-01-15 11:46 | Report Abuse

Simply wall

Posted by myloh123 > 2024-01-15 11:46 | Report Abuse

St tp

Posted by myloh123 > 2024-01-15 11:46 | Report Abuse

Is rm4.69

Posted by myloh123 > 2024-01-15 11:47 | Report Abuse

No wonder foreign funds are chasing this stock

Posted by myloh123 > 2024-01-15 11:49 | Report Abuse

Says its 25% undervalued now

Posted by ccs999 > 2024-01-15 12:05 | Report Abuse

https://www.nst.com.my/business/corporate/2024/01/1001037/over-five-groups-present-their-concept-proposals-kl-spore-bullet

Posted by dragon328 > 2024-01-15 12:06 | Report Abuse

@myloh123, SimplyWl street has since revised up tp for YTLP to 4.93.

Pls check link posted by cgtan2020 earlier

Posted by myloh123 > 2024-01-15 12:08 | Report Abuse

Oops..txs @dragon328

Posted by dragon328 > 2024-01-15 12:14 | Report Abuse

This statistic proves my earlier statement that weak holders from retailers have sold cheap tickets into the hands of foreign funds. As this round of foreign buying is very strong, they must know something we don't, and we have no way to time the purchase or sale of our tickets, so the better way is just to hold on until YTLP share price significantly exceeds the fair value.


According to statistics by Dibots, YTL Power was the most net bought stock by foreign investors in the first trading week of the year with recorded net buying of RM110.2mil.

Conversely, YTL Power was among the most net sold stock among local institutional (RM22.7mil), retailers (RM41.2mil), nominees (RM41.9mil) and proprietary (RM4.4mil) investors for the same week.

Posted by slts > 2024-01-15 12:28 | Report Abuse

FF bot more ytlp than other bluechips because its a new index stock which they don't have in their portfolios. Not that they know more about ytlpowr business than local funds

Posted by ccs999 > 2024-01-15 12:31 | Report Abuse

https://www.orientaldaily.com.my/news/business/2024/01/15/624478

Posted by slts > 2024-01-15 12:43 | Report Abuse

HSR a 100b+ project, jap already say no. Smart move

Posted by speakup > 2024-01-15 12:48 | Report Abuse

Ytl & Francis are super duper rich why u doubt they cannot build and operate Hsr? This is a lonnggggggg term project lah. Maybe 100 years concession

Posted by NatsukoMishima > 2024-01-15 13:01 | Report Abuse

https://www.orientaldaily.com.my/news/business/2024/01/15/624478

Posted by wkc5657 > 2024-01-15 13:08 | Report Abuse

despite the buzz from so many people, the main contributor in properly analysing this counter is dragon328.....freaking regret i looked away from the market for too long and missed his articles also....

again, everyone, please read all the YTL articles written by dragon328, very very well written and broken down....have the patience to go through the long read, it is worth it

Posted by cgtan2020 > 2024-01-15 14:22 | Report Abuse

@wkc5657 100% agreed with you!!!

Posted by KLV868 > 2024-01-15 14:33 | Report Abuse

1 Dragon328

Posted by dragon328 > 2024-01-15 14:43 | Report Abuse

@wkc5657, thanks for the complements. If you missed out on the early rally of YTL Power & YTL, it is always not too late to buy on dips or any meaningful correction. But do not chase high.

As Peter Lynch wrote about Warrent Buffet: " He doesn't care what the general stock market has done recently or will do in the future. He purchased over US$ 1 billion of Coca-cola in 1988 and 1989 after the stock had risen over fivefold the prior 6 years and over 500 folds the previous 60 years. He made four times his money in three years and plans to make a lot more the next 5, 10 and 20 years with Coke."

Posted by chon99 > 2024-01-15 15:08 | Report Abuse

TENAGA NASIONAL is also surging upwards. Hopefully YTL POWER can chase after.

Posted by Permutation > 2024-01-15 15:29 | Report Abuse

yes, dragon328 is certainly the main contributor of YTLP articles. Thank you so much. I am waiting for RM5 before I think if I should sell. No point doing swing trade as I never get to buy back.