Posted by OTB > 2024-02-11 15:24 | Report Abuse

Compare Sapnrg & Armada against YTLPower to justify the high debts problem.
To twist the story to suit him in his argument.
Very stupiid to talk without facts and figures.

In the next 5 years, YTLPower will be stronger than the present YTLPower based on future earnings.
I cannot foresee the market cap of YTLPower will be reduced to 3 billion.

Stop twist the story, please talk with facts and figures.
Nothing to compare YTLPower against Sapnrg & Armada.
They are not in the same category.
One is making ton of money, Sapnry is losing money.

Posted by OTB > 2024-02-11 15:41 | Report Abuse

In the stock market especially our KLSE.
Some can make a lot of money.
Some lose a lot money.
Some do not make money.
Why ??
Some of reasons here.
1.) Lack of skill.
2.) Stubborn attitude. - Think that he is always better than others.
3.) "His stock is the best" behaviour. - Insas is the only best stock in the whole KLSE.

Those bought Insas in 2023, make a miserable profit.
Those bought YTLPower in 2023 made a fortune.

The debt of YTLPower is high, yet the share price still perform above expectation.
There is no debt in Insas, yet the share price just hardly perform.

Hence high debt in YTLPower is not the real problem, it is your perception and skill you have.

Posted by OTB > 2024-02-11 15:46 | Report Abuse

According to my whatsapp messages, foreigners are net buyers in KLSE from 5/2/2024 till 8/2/2024.
Hope for a bull market in 2024.
Hope for a CNY rally in next week.
Good luck on YTLPower.
Gong Xi Fa Cai to all readers here.
Thank you.

Posted by chon99 > 2024-02-11 15:53 | Report Abuse

NVIDIA ( 辉达又名英伟达)不但业绩驚人,股价也非常驚人. 上星期五（09-02-2024）NVIDIA 的股价已突破美元USD721.00大关以每股USD721.33闭市.马币兑换率（1USD=RM4.76) 换成马币每股等于RM3,434.00 (721.33x4.76).
很荣幸的,NVIDIA 已经成为YTL POWER 的好夥伴.将来要只要扶YTL POWER 一把, YTL POWER 的业绩必然会突飞猛进.

Posted by klee > 2024-02-11 15:55 | Report Abuse

raider,sailang on bjgroup,then you can sleep 10 hrs every night,cos sleep is important to you,not perforamnce of a stock....yes,sleep more zzzzzzzzzzz....just like bjgroup

Posted by klee > 2024-02-11 15:57 | Report Abuse

in reality,the performance of the stock picked reflects the person
OTB....high performance,high achiever
raider....sleep is more important....low achiever

Posted by klee > 2024-02-11 15:58 | Report Abuse

raider did you struggle with passing your form 3?lol

Posted by chon99 > 2024-02-11 16:14 | Report Abuse

NVIDIA"s performance is stunning. Not only its revenue and profitability is amazing but also its share price is spectacular. Last Friday (09-02-2024) its closing price already hit past USD721.00 to close at USD 721.33 With exchange rate 1USD=RM4.76 NVIDIA per share will be RM3,434.00 (721.33x4.76).
It is an honour for NVIDIA to be the partner of YTL POWER. In future with the support of NVIDIA, YTL POWER's business performance would jump by leaps and bounds .

Posted by klee > 2024-02-11 16:22 | Report Abuse

Aiya raider technique can be read like an open book...takut to take risk so he will pick all those non performing low debt stocks and hold them tight...not knowing how to capitalize on the latest theme play like AI...this type will never evolve

Posted by MOBAjobg > 2024-02-11 16:29 | Report Abuse

A couple of high IQ investors detected in YTLp thread, nice.

Posted by Hoho22 > 2024-02-11 16:33 | Report Abuse

Sick& Pathetic sour grape deserves to be a beggar.

Posted by xiaochen > 2024-02-11 16:42 | Report Abuse

@MOBAjobg
As long as “Proceeds from Borrowings” (PfB) is greater than or > “Repayment of Borrowings” (RoB) + “Borrowings Cost” (Bc) most probably, everything is under control.
rm6,470,995,000 (PfB) > rm5,253,251,000(RoB) + rm25,025,000 (Bc)
Nothing can stop me from glancing through a 292 pages YTLp 2023 Annual Report within 5 minutes.

Thank you for your input, quote your message as reference to explain high debt issue.

Posted by stockraider > 2024-02-11 18:38 | Report Abuse

Again alot of people has this misconception of "good loans" v "bad loans" loh!
Thereotically,
Good loans are loans taken for productive purpose that expand & grow the business such term loan to finance factory & business and working capital loh!
Bad loans are taken for non productive purpose such as car loans, consumer loans, credit card loans etc!

The definition is so simplistic, why every year the banks have to take a charge of Rm billion & billion bad loans taken for productive purpose leh ?
The answer is not simple loh! Billion & Billion of loans taken for productive also can failed mah!

The chief reasons whether the loans is productive it depend on circumstances...for example too much capacity, sudden fall in demand, unable to complete the project, business disputes, sudden collapse of the economy surely some cannot be forseen loh!

Thus a good management must ensure that loan taken must not be excessive & over the capacity of the co to service & in other words one should not overtrade loh!

For the bank a good loans is a loan taken & well service whether it is a productive or non productive loan mah!

One good example of Yinson is its over financing of its customers to tune of more than Rm 8 billion in terms of finance lease receivable loh!
Why cannot the customer borrow from banks, which give so much lower interest compare to Yinson leh ? Surely this indicates inherent weakness to the business & the financial position of its customers loh!

In addition over trading may lead to the financial collapse of airasia in terms of huge funding for its excessive number of aircraft purchase loh!

Surely in the case of Yinson....why did it ,taken so much excessive loan to do so many Fpso project which most under WIP that is not generating any profit or cashflow yet leh ?

Can they see, just a minor weaknesses in the supply chain will cause the whole FPSO funding collapse leh ?
Just look at SAPNRG at its height, no one dare to say any wrong of the Group which has capitalization Rm 34b, coincidently the same mkt cap of YTL POWER today loh!

Today Sapnrg collapse to mkt cap of Rm 1b, the collapse due to over trading & the same risk may apply to YTl Power too lo

Posted by PureBULL ... > 2024-02-11 19:02 | Report Abuse

Posted by PureBULL ... > Feb 11, 2024 6:47 PM | Report Abuse X

https://www.youtube.com/watch?v=126OF212iZs&ab_channel=LetThemBark


PureBULL ...
2347 posts
Posted by PureBULL ... > Feb 11, 2024 6:53 PM | Report Abuse X

INVESTORS, [2024-02-11 4:13 AM]
https://www.youtube.com/watch?v=OqpHC0WVNX8&ab_channel=Didier

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https://www.youtube.com/watch?v=7TBqhGEU4FA&ab_channel=FarhadOmar

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https://www.youtube.com/watch?v=IBvg3WeqP1U&ab_channel=SonyMusicIn...


PureBULL ...
2348 posts
Posted by PureBULL ... > Feb 11, 2024 6:02 PM | Report Abuse X

https://www.youtube.com/watch?v=1iXlG6pCCf0&list=RD1iXlG6pCCf0&;...
https://www.youtube.com/watch?v=VxE-1j17BMQ&ab_channel=LifeQuotes

Posted by MrFox > 2024-02-11 21:11 | Report Abuse

revised TP = 5.50 [12 - 18 mths]
whispering words of wisdom.........
you dun believe???!!!!!

haha

Posted by nokia3310 > 2024-02-11 21:54 | Report Abuse

Look at the net current assets of YTLpower.. 7b.. scare lah meh.. operating cash flow about 5b a year.. supsup water to clear off all debts if they stop investing but we hope it don’t.. most of the profit is in SGD.. check the rate now… wow

Posted by MrFox > 2024-02-11 22:00 | Report Abuse

so do you believe 'whispering words of wisdom.........'

Posted by 521onepiece > 2024-02-11 22:33 | Report Abuse

yea sure bro, i surely would rather trust you stockraider than Singapore Government.............NOT

Posted by chon99 > 2024-02-12 00:03 | Report Abuse

I would rather have confidence in the credibility, integrity, prudent policy management capacity and long term business experience of YTL POWER that the banks can trust and customers can rely on.
That are also part of the reasons for NVIDIA to form partnership with.

Posted by myloh123 > 2024-02-12 00:07 | Report Abuse

Real gearing ratio sud b external funding/ internal funding ie current + long term liabilities divided by shareholder's funds

Posted by chon99 > 2024-02-12 00:16 | Report Abuse

I had invested in YTL POWER also because of the reasons I mentioned as above.

Posted by MOBAjobg > 2024-02-12 00:19 | Report Abuse

…and why do you even bother to compare between YTLp and INSAS.
I can’t stress enough about the humongous gap in revenues that YTLp commands to the tune of rm21,890,459,000 while INSAS’s rm216,392,000.

Posted by MOBAjobg > 2024-02-12 00:39 | Report Abuse

@myloh123
Ok.

Posted by chon99 > 2024-02-12 00:44 | Report Abuse

MOBAjobg,
Exactly. That's why that guy @stockraider who promoted Insas, his darling stock, should go back to Insas's forum and enjoy his discussions there with the same cliques of Insas forumers.

Posted by Ran271221 > 2024-02-12 01:51 | Report Abuse

Terima kasih maklumat drpd MOBAjobg yg berfakta.

Posted by MOBAjobg > 2024-02-12 01:59 | Report Abuse

Gearing ratio (GR) as defined in AR = Net debt / Total Capital
Yinson = 0.55
SAPNRG = 1.41
AirAsia = 1.47
YTLp = 0.58
As a yardstick, GR that doesn’t exceed 0.50 is prudent.

Posted by Mabel > 2024-02-12 07:15 | Report Abuse

What sector would be benefited if the interest rate remain high in 2024?

Posted by Mabel > 2024-02-12 07:16 | Report Abuse

In 2024, the financial landscape will be characterized by high interest rates, impacting various sectors of the economy. The current Federal Funds rate stands at 5.25% to 5.50%, a result of rate hikes from March 2022 to July 2023 aimed at controlling inflation. However, recent data indicating a slowdown in inflation has led to expectations of potential interest rate cuts in 2024.

The impacts of rising interest rates include increased borrowing costs for individuals and businesses, potentially slowing economic growth and corporate profits. The sectors that are positioned to benefit if interest rates remain high in 2024 is

Utilities: While the essential nature of utility services often buffers the sector against severe downturns, high interest rates can create challenges. As a capital-intensive industry, utility companies often rely on debt financing for infrastructure projects. When interest rates rise, the cost of borrowing increases, potentially leading to higher expenses and reduced profit margins.

Posted by Mabel > 2024-02-12 07:54 | Report Abuse

#MOBAjobg Gearing ratio (GR) as defined in AR = Net debt / Total Capital
Yinson = 0.55
SAPNRG = 1.41
AirAsia = 1.47
YTLp = 0.58
As a yardstick, GR that doesn’t exceed 0.50 is prudent.
12/02/2024 1:59 AM

Thank you MOBAjobg for this analysis. Let’s analyse the provided gearing ratios for the mentioned companies:

Yinson Holdings Berhad (Yinson):
Gearing Ratio (GR) = 0.55
Interpretation: Yinson’s gearing ratio indicates that 55% of its capital is funded by debt, while the remaining 45% comes from equity.
Prudence Assessment: Yinson’s gearing ratio is within the yardstick of 0.50, suggesting a relatively conservative financial structure.

SAPURA ENERGY BERHAD (SAPNRG):
Gearing Ratio (GR) = 1.41
Interpretation: SAPNRG has a higher gearing ratio, with 141% with a significant reliance on debt financing.
Prudence Assessment: SAPNRG’s gearing ratio exceeds the yardstick of 0.50, indicating a higher degree of financial leverage.

AirAsia Group Berhad (AirAsia):
Gearing Ratio (GR) = 1.47
Interpretation: AirAsia’s gearing ratio stands at 147%, with a significant reliance on debt financing.
Prudence Assessment: AirAsia’s gearing ratio exceeds the prudent threshold of 0.50, signalling higher financial risk.

YTL Power International Berhad (YTLp):
Gearing Ratio (GR) = 0.58
Interpretation: YTLp’s gearing ratio is 58%, indicating a balanced mix of debt and equity.
Prudence Assessment: YTLp’s gearing ratio is within the yardstick of 0.50, aligning with a prudent financial structure.

In summary:

Yinson and YTLp exhibit prudent gearing ratios within the threshold.

SAPNRG and AirAsia have higher gearing ratios, implying greater reliance on debt financing. That’s why both of them are classified as PN 17 Companies.

Remember that context matters, and industry norms play a role. Companies in different sectors may have varying acceptable gearing ratios. It’s essential to consider the specific industry, business model, and risk tolerance when assessing prudence.

Meow

Posted by Mabel > 2024-02-12 07:56 | Report Abuse

In summary, debt financing involves borrowing with repayment obligations, while equity financing involves selling ownership stakes without repayment requirements.

Each method has advantages and trade-offs, and companies choose based on their specific needs and financial goals

Posted by OTB > 2024-02-12 10:51 |

Post removed.Why?

Posted by MrFox > 2024-02-12 10:53 | Report Abuse

👍👍👍👍👍👍👍👍

Posted by OTB > 2024-02-12 10:54 |

Post removed.Why?

Posted by Ruben3636 > 2024-02-12 11:03 | Report Abuse

Thanks so much for the in-depth example of Yinson Sir OTB

Posted by stockraider > 2024-02-12 12:17 | Report Abuse

The 4 financial danger mentioned by Raider in Yinson can also be applicable to YTLPOWER loh!

Just use the Yinson matrix & test it on YTLPOWER loh!

Posted by stockraider > 2 minutes ago | Report Abuse

4 major sign of financial danger in respect of Yinson financial health

1. negative working capital of Rm 646m.
2. Very High finance lease receivable of Rm 8.2b (An indication of customer using Yinson as a soorchaii financier on its high capex investment}
3. High Gearing ratio of 2.94x.
4, Sharp growing negative operating cashflow of Rm1.6b

U see the main issue for a sustainable longterm business survival is positive cashflow....cashflow & cashflow and these ingradients are missing in Yinson loh!

Yes Profit is important.....but compare to the liquidity health & cashflow are very essential without it your profit could be just a temporary mirage to the company good prospect loh!

Financial liquidity & cashflow will be yinson major risk bcos right now it is overtrading as it being greedy & biting more than it can chew in pursuit of poor qualty profits....this situation cannot be sustained loh!

Posted by klee > 2024-02-12 12:50 | Report Abuse

last in class always claim to be clever with nothing to back up his claims...
in bursa, smart ppl see performance,only beginners got conned by big talking tin kosong

Posted by klee > 2024-02-12 12:51 | Report Abuse

dont want risks best to put in bank f/d la....

Posted by klee > 2024-02-12 12:53 | Report Abuse

so smart to warn why never see tin kosong raider warn on rapid,scib,mersec n the lots...laugh die...wei multi limit downs why never warn.....

Posted by stockraider > 2024-02-12 12:56 | Report Abuse

U think Raider yehsoh (jesus) ah!
How to warn everything leh ?
Even Yehsoh do not that mah!

Can warn a few also very good loh!

Posted by klee > 25 seconds ago | Report Abuse

so smart to warn why never see tin kosong raider warn on rapid,scib,mersec n the lots...laugh die...wei multi limit downs why never warn.....

Posted by klee > 2024-02-12 12:57 | Report Abuse

raider,u better change id to.......RAIDED
cos with skills like yours more likely you have been raided multiple times

Posted by klee > 2024-02-12 12:58 | Report Abuse

Raided till sot sot dey,now want warn on the King of bursa...laugh die

Posted by stockraider > 2024-02-12 13:03 | Report Abuse

Whats wrong with U Klee ??

Raider is a change man, never bluff people since 2024, General Raider only do good deeds to help people & to save people mah!

Just Remember General Raider since 2024 loh!

Posted by klee > 2024-02-12 13:11 | Report Abuse

So you confess you had scammed ppl before 2024 ya.

stockraider

Whats wrong with U Klee ??

Raider is a change man, never bluff people since 2024, General Raider only do good deeds to help people & to save people mah!

Just Remember General Raider since 2024 loh!

Posted by klee > 2024-02-12 13:12 | Report Abuse

If you are only a half baked speaking half truth,that is tantamount to scamming.

Posted by klee > 2024-02-12 13:23 | Report Abuse

What does it mean to be scammed?
A scam is any means someone uses to get you to part with your money.

Posted by klee > 2024-02-12 13:24 | Report Abuse

If you caused ppl to lose money or earn less ,you are deemed a scammer.

Posted by MrFox > 2024-02-12 14:03 | Report Abuse

revised TP = 5.50 [12 - 18 mths]
whispering words of wisdom.........
you dun believe???!!!!!

haha

Posted by Uniholder > 2024-02-12 14:46 | Report Abuse

4.28 first lah this week, @MrFox…..


🥳🥳

Posted by MOBAjobg > 2024-02-12 15:33 | Report Abuse

YTLp has a positive net cashflow from operating activities of rm3,424,962,000. I can’t see any issue here.

Posted by ks55 > 2024-02-12 17:07 | Report Abuse

Rumours from Singapore YTLP may not get enough power for the intended Data Centre from TNB. How will it affect the Nvidia venture with YTLP?

YTLP is an independent power producer (IPP) supplying power to National Grid. Will YTLP required to produce sufficient electricity to run this Data Centre? How YTLP going to build new power plant? Is special licence required and how long does it take for the power plant to be operational? Can it be ready by the time physical Data Centre facility already completed? More important is Nvidia willing to take the risk?

Also rumours saying Nvidia may be interested to take up 100 acres industrial land offered by Crescendo. Why TNB not willing to supply power to YTLP/Nvidia venture, but considering Crescendo/Nvidia venture? Does it has anything to do with previous interview Francis Yeoh gave years back?

What do you have to do now? Play safe, sell YTLP and wait for everything settled? Or hold on to YTLP share and doing nothing? I am more incline to lock in profit first. Let those with risk appetite to make more profit. I always believe a bird in hand worth more than 2 bird in the bush. Good luck!