Posted by Ravi Kumar > 2024-01-26 21:36 | Report Abuse

Just calling out on the liar. :)


Plantermen

Bro. Just skip and ignored all his grumblings. Concentrate on Bursa
& YTLP shares instead

2 hours ago

Posted by Mabel > 2024-01-26 21:48 | Report Abuse

The top three sectors with the highest net foreign inflows were
Utilities (RM135.1m), Construction (RM114.6m), and Property
(RM51.2m), while the top three sectors with the highest
net foreign outflows were Financial Services (-RM129.2m),
Consumer Products & Services (-RM64.8m), and Industrial
Products & Services (-RM61.8m).

Posted by Plantermen > 2024-01-26 21:49 | Report Abuse

UBS is the world's biggest private bank in terms of AUM { assets under management }.

Posted by chon99 > 2024-01-26 22:32 | Report Abuse

UBS being the world' s biggest private bank invests in YTL Power must have noticed the huge potentials and the bright prospects of YTL POWER.

Posted by Apple888 > 2024-01-27 08:54 | Report Abuse

Where to see ubs buy ytl power?

Posted by chon99 > 2024-01-27 09:18 | Report Abuse

@Apple888,
Use Google search :
YTL POWER INTERNATIONAL BHD KLSE SCREENER

Posted by MrFox > 2024-01-27 09:18 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3417438

Posted by cgtan2020 > 2024-01-27 09:30 | Report Abuse

Foreign ownership of YTLPower is about 14% now, jump from11% in 23Dec2023

Posted by cgtan2020 > 2024-01-27 09:37 | Report Abuse

TA TP Rm 2.60 ⚒
AmInvest AffinHwang TP RM 2.70 ⚒
RHB TP Rm 2.95 ⚒
MIDF TP RM 2.99 ⚒
CIMB TP Rm 3.00 ⚒
Kenanga TP RM 3.06 ⚒
D TP RM3.28 ⚒😂
OLD HLIB TP RM 3.90 ⚒
MrFox TP > 4.00 ⚒😁
Uniholder TP 4.28 😁
CLSA TP RM 4.40 😁
SimplyyWlSt TP RM4.95😁
HLIB TP RM 5.15 😁

RM4.00 is a strong resistance.

https://www.tradingview.com/x/tuudLMci/

Posted by Alex Chua > 2024-01-27 13:13 | Report Abuse

Wonder why ubs bought ytl and not ytlp... maybe johor royalties bought ytl through ubs lols.. either berjaya or ytl johor wanna a piece of action...

Posted by MrFox > 2024-01-27 13:21 | Report Abuse

Wheels On The Bus

The wheels on the bus go round and round,
All day long! All day long!
The wheels on the bus go round and round,
All day long! All day long!

The wheels on the bus go round and round,
All day long! All day long!
The driver of the bus shouts
“ On board the bus! Never too late! Never too late!”

The wheels on the bus go round and round,
All day long! All day long!
The bus stops, passengers go out and go in
Shouts a passenger ” Me on board! Me on board!”

The wheels on the bus go round and round,
All day long! All day long!
The driver on the bus screams
“Never too late! Never too late!

The wheels on the bus go round and round,
All day long! All day long!
The passengers on the bus scream
“Welcome to the Dreamland! Welcome to the Dreamland!”

The wheels on the bus go round and round,
All day long! All day long!
The driver on the bus go chatter, chatter, chatter
Chatter, chatter, chatter

The wheels on the bus go round and round,
All day long! All day long!
The passenger asks
“ Chatter what? Chatter what?”

The wheels on the bus go round and round,
All day long! All day long!
The driver on the bus explains
“ We are heading North! We are heading North!”

haha

Posted by chon99 > 2024-01-27 13:25 | Report Abuse

Meanwhile, it is important for me to focus my attention on YTL POWER :
1) It has yet to realise its full potentials ;
2) Its quarter report at 31-12-2023 will be out sometime in February 2024 ;
3) Foreign funds have already have invested before the future developments which could propel YTL POWER to greater highs;
4) Therefore, I will hold on tightly to YTL POWER until certain time and will not be distracted by the irrelevant voices and noises.

Posted by paktua73 > 2024-01-27 13:42 |

Post removed.Why?

Posted by Sypher > 2024-01-27 21:03 | Report Abuse

Macquarie had a chat with Tan Sri Francis Yeoh.

Good read:

https://malaysiawarrants.com.my/marketnews/highlight?cat=todayhighlight&id=7580&utm_source=Telegram&utm_medium=TH&utm_campaign=nonCampaign&utm_content=240126

Posted by Goldberg > 2024-01-27 21:16 | Report Abuse

MQ Research sees YTL and YTL Power as potentials to be added to the MSCI Global Standard Index in the upcoming index rebalancing on 13 February.

What is MSCI Global index?
The MSCI ACWI is a stock index that tracks nearly 3,000 stocks in 47 developed and emerging market countries. Approximately $4.3 trillion in assets are benchmarked to the index as of June 30, 2023. 2. The MSCI ACWI index is used as a benchmark for global equity funds and as a guide to asset allocation.

Posted by Mabel > 2024-01-27 23:04 | Report Abuse

Wow all these are music to Mabel's ears..

Thanks for sharing and keeps it cuming guys...

To Our Success !

Meow

Posted by Mabel > 2024-01-27 23:37 | Report Abuse

#cgtan2020 TA TP Rm 2.60 ⚒
AmInvest AffinHwang TP RM 2.70 ⚒
RHB TP Rm 2.95 ⚒
MIDF TP RM 2.99 ⚒
CIMB TP Rm 3.00 ⚒
Kenanga TP RM 3.06 ⚒
D TP RM3.28 ⚒😂
OLD HLIB TP RM 3.90 ⚒
MrFox TP > 4.00 ⚒😁
Uniholder TP 4.28 😁
CLSA TP RM 4.40 😁
SimplyyWlSt TP RM4.95😁
HLIB TP RM 5.15 😁

RM4.00 is a strong resistance.

https://www.tradingview.com/x/tuudLMci/

27/01/2024 9:37 AM

Thanks for sharing this fantastic TP...

Please allow Mabel to improve it even further..

AmInvest AffinHwang TP RM 2.70 - Passed with Flying Colours
RHB TP Rm 2.95 ⚒ - Passed with Flying Colours
MIDF TP RM 2.99 ⚒ - Passed with Flying Colours
CIMB TP Rm 3.00 ⚒ - Passed with Flying Colours
Kenanga TP RM 3.06 ⚒ - Passed with Flying Colours
D TP RM3.28 ⚒😂 - Passed with Flying Colours
OLD HLIB TP RM 3.90 ⚒ - Passed with Flying Colours

New Target Price..

MrFox TP > 4.00 ⚒😁 - Cumming soon
Uniholder TP 4.28 😁 - Cumming soon
CLSA TP RM 4.40 😁 - Cumming soon
SimplyyWlSt TP RM4.95😁 - Cumming soon
HLIB TP RM 5.15 😁- Cumming soon

Mabel is closely monitoring the KLCI Index. This week for the 3rd time this year it has breached the 1500 points. All it needs is to break the psychological resistance at 1510 to confirm an uptake rally for the Year of the Dragon.

Let's break the RM4.00 strong resistance as we enter the Year of the Dragon..

To Our Success !

Meow Meow Meow

Posted by MrFox > 2024-01-28 09:03 | Report Abuse

certainly come next week will hit 4!!!
believe the words of wisdom!!
haha

Posted by sumbody > 2024-01-28 09:23 | Report Abuse

It would be nice then!!

Posted by MrFox > 2024-01-28 09:32 | Report Abuse

you dare say not nice when a beautiful Mabel comes out !!!!!!!!!???
haha

Posted by MrFox > 2024-01-28 10:06 | Report Abuse

When it hits 4, you will say “ What a Mabellious beauty!!!!!
haha

Posted by IkanBilisIkanJerung > 2024-01-28 11:22 | Report Abuse

letsssgooo TP RM4

Posted by Jonathan Keung > 2024-01-29 08:21 | Report Abuse

Ytlp targeted price $5.00 + just hold and enjoy the ride. cheers

Posted by cgtan2020 > 2024-01-29 08:49 | Report Abuse

The top three sectors with the highest net foreign inflows
were Financial Services (RM112.2m), Utilities (RM97.3m),
and Property (RM86.6m), while the top three sectors with the
highest net foreign outflows were Consumer Products & Services
(-RM39.6m), Industrial Products & Services (-RM38.0m), and
Healthcare (-RM21.2m).

YTL Power Int. Foreign fund Net in flow of 79.7Millions

Posted by Jonathan Keung > 2024-01-29 09:34 | Report Abuse

Intermittent profit taking after last week is normal. Expect prices to resume the uptrend later in the day

Posted by wendy76 > 2024-01-29 10:10 | Report Abuse

RHB revise TP for YTL Power to RM4.69 :)

Posted by cgtan2020 > 2024-01-29 10:16 | Report Abuse

@wendy76 any link for the document?

Posted by wendy76 > 2024-01-29 10:39 | Report Abuse

i sent u the RHB doc in your msg mailbox. thanks.

Posted by xiaochen > 2024-01-29 10:42 | Report Abuse

@wendy76 May i have the link, please?

Posted by cgtan2020 > 2024-01-29 10:58 | Report Abuse

Keep BUY, new MYR4.69 TP from MYR2.95, 18% upside with c.2% FY24F
(Jun) yield. We stay positive on YTL Power, given its resilient earnings from
PowerSeraya and gradual improvements from Wessex Water. As for the
recent Nvidia artificial intelligence-data centre (AI-DC) collaboration, our
preliminary estimates suggest a full ramp-up in the 100MW AI-DC could
generate average gross annual net earnings of USD130m (60% attributable
to YTL Communications).
 PowerSeraya still the powerhouse. As retail market prices (>70% of total
output) are still holding up quite well, we believe the earnings moderation
may not be as significant as we initially anticipated, given that locked-in gas
prices should still deliver decent margins. This is despite the Uniform
Singapore Energy Price or USEP – the reference for pool prices – having
retraced to SGD131/MWh in Dec 2023 (-26% MoM, -37% YoY). We
estimate c.15% of the total output generated is sold in the pool market, as
the remaining 15% is still under vesting contracts that generally offer
relatively fixed margins. As such, we lift our PowerSeraya earnings
contributions predominantly in FY25-26 on more resilient margins.
 Assessing the AI-DC potential. We walked away from a recent closed group
meeting with YTLP MD Dato’ Seri Yeoh Seok Hong with more insight over
its Nvidia AI-DC collaboration. Through this partnership, it is able to be in
the priority list of chip access and has potential introduction to relevant
clients that tap on Nvidia’s network. The latter has cloud partners it works
with that require supercomputing powers and may also take up such
capacity for themselves. Although YTLP is aiming to kick-start its first
100MW Phase 1 AI-DC in six to 12 months, this ultimately depends on how
soon the infrastructure can be set up and clients’ contracts sealed. It is too
preliminary to assess what the earnings are, given that contracts have yet to
be locked in. Reuters once reported that DC investments require a capex of
USD4.3bn. If we assume an AI server costs c.USD300k, the 100MW AI-DC
may require about USD3bn capex. Contracts with clients could potentially
in the 3-5-year range. Assuming a capex of USD3bn, annual revenue of
c.USD140k per server under a 5-year contract, 60% EBITDA margins, and
70% debt financing, we estimate a full ramp-up the 100MW AI-DC could
deliver average gross annual net earnings of USD130m (equivalent to 29%
of FY22 core earnings) with a project IRR of 10%.
 Stay BUY. We increase our FY24F-26F earnings by 14-56%, mainly on
higher PowerSeraya contributions. Our TP is also lifted to MYR4.69 with the
incorporation of higher PowerSeraya and AI-DC valuations (12x
EV/EBITDA). We also incorporated a 2% ESG discount based on YTLP’s ESG
score of 2.9 vis-à-vis the 3.0 country median. Downside risks: Weaker-than expected plant performance and higher-than-expected operating costs.

Posted by cgtan2020 > 2024-01-29 11:00 | Report Abuse

TA TP Rm 2.60 ⚒
AmInvest AffinHwang TP RM 2.70 ⚒
RHB TP Rm 2.95 ⚒
MIDF TP RM 2.99 ⚒
CIMB TP Rm 3.00 ⚒
Kenanga TP RM 3.06 ⚒
D TP RM3.28 ⚒😂
OLD HLIB TP RM 3.90 ⚒
MrFox TP > 4.00 ⚒😁
Uniholder TP 4.28 😁
CLSA TP RM 4.40 😁
RHB New TP RM4.69😁
SimplyyWlSt TP RM4.95😁
HLIB New TP RM 5.15 😁

Updated TPs

Posted by xiaochen > 2024-01-29 11:05 | Report Abuse

@cgtan2020
Arigato for the article.

Posted by ariff9696 > 2024-01-29 11:08 | Report Abuse

Who sold 3.83?

Posted by cgtan2020 > 2024-01-29 11:15 | Report Abuse

@xiaochen inbox to you already the article

Posted by dragon328 > 2024-01-29 11:16 | Report Abuse

RHB analyst Sean Lim issued a good update report on YTL Power. Some comments below on his report:

1) His valuation on Wessex is about 1.1x RCV, probably on the low side

2) His valuation of SGD7.4 billion on PowerSeraya is quite good, as he acknowledged that PowerSeraya earnings will remain resilient to 2026

3) He projected net earnings of USD130 million for the first phase 100MW AI data centre on assumed capex of USD3.0 billion. I am not too sure of the figures, but a USD3b capex is within the reported RM20b total investment for the Nvidia tie-up which will involve other AI and cloud computing services other than AI data centre, so it seems reasonable to me. His assumed EBITDA margin of 60% seems good to me, but the assumed 10% IRR is on the low side to me. I would expect IRR to be typically in the mid teens.

4) His valuation of USD700 million for Java Power + Jordan Power is likely premised on just half of PPA payments from Jordan Power, as otherwise it is way too low. Java Power already contributes almost USD50 million of steady earnings contribution to YTLP every year, while Jordan Power may contribute almost USD120-150 million of earnings contribution every year on full PPA payments.

5) the valuation on WTE plant is on the low side too as he assumed only 14-16 years of contracts for the WTE and solar power plant.

Posted by cgtan2020 > 2024-01-29 11:21 | Report Abuse

@dragon328 thank you

Posted by probability > 2024-01-29 11:35 | Report Abuse

thanks guys..@wendy76, cgtan2020, dragon328

Posted by wendy76 > 2024-01-29 11:51 | Report Abuse

Great insights.. thanks Dragon328 :)

Posted by xiaochen > 2024-01-29 11:51 | Report Abuse

@cgtan2020 , thanks for the file given.

Posted by wendy76 > 2024-01-29 11:51 | Report Abuse

@probability u are very welcome :)

Posted by Sypher > 2024-01-29 12:01 | Report Abuse

Hi there, can anyone share to me the RHB report too. Sorry and thanks for the help.

Posted by beginner888 > 2024-01-29 12:04 | Report Abuse

Thanks dragon328

Posted by wendy76 > 2024-01-29 12:09 | Report Abuse

i dont know how to send the file here. i will send to your mailbox. anyway Dragon328 did a great job in explaining on the report. appreciate it.

Posted by troy88 > 2024-01-29 12:20 | Report Abuse

https://www.nst.com.my/business/corporate/2024/01/1007110/rhb-research-raises-ytl-powers-earnings-forecasts-target-price

Posted by Sypher > 2024-01-29 12:34 | Report Abuse

Thank you so much Wendy

Posted by wendy76 > 2024-01-29 13:25 | Report Abuse

you are very welcome :)

Posted by investopology > 2024-01-29 13:36 | Report Abuse

RHB revise TP for YTL Power to RM4.69 :)

Posted by Invest_888 > 2024-01-29 15:02 | Report Abuse

2 good news from IB raising target price for YTLP recently.
HLG : from RM3.9 to RM5.15
RHB : from RM2.21 to RM4.69

Hence, need not to sell your ticket @ RM3.83. Will stay above RM4.00 quite soon.

Posted by izoklse > 2024-01-29 15:24 | Report Abuse

wow super power

Posted by dmyap327 > 2024-01-29 15:25 | Report Abuse

turn green soon