Posted by Mikecyc > 2024-03-09 09:23 |

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Posted by Mikecyc > 2024-03-09 09:35 |

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Posted by Sslee > 2024-03-09 09:58 | Report Abuse

Aiyoyo jaks how many times PP? And to pay what? Working capital, loans, expansion or masuk ALP pocket?

Posted by Sslee > 2024-03-09 09:59 | Report Abuse

After PP another multimillion LTIP shares grant to ALP.

Posted by Mikecyc > 2024-03-09 10:01 |

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Posted by Mikecyc > 2024-03-09 10:03 |

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Posted by Apple888 > 2024-03-09 10:16 | Report Abuse

YTL POWER gogogo.
Next will back again all in.
The chart looks good for uptrend again.

Posted by EngineeringProfit > 2024-03-09 10:32 | Report Abuse

🤣

Posted by Sslee > 2024-03-09 10:36 | Report Abuse

Jaks
Current assets: RM 591,235,000
Current liabiliaties: RM 536,599,000

Given jaks record of yearly impairment losses of receivables next year still need another PP for working capital
🥵🥶😇

Posted by beginner888 > 2024-03-09 10:43 | Report Abuse

https://www.youtube.com/live/eluW2IfBadw?si=0Ipc8q1JsN6zXySh

Posted by investopology > 2024-03-09 12:54 | Report Abuse

Next week will go up above Rm4

Posted by EngineeringProfit > 2024-03-09 13:03 | Report Abuse

The Saw: Let's play the game

Posted by Mabel > 2024-03-09 14:48 | Report Abuse

https://www.thestar.com.my/tech/tech-news/2024/03/07/inflows-into-bullish-nvidia-etf-hit-record-on-ai-frenzy?utm_source=Smartech&utm_medium=email&utm_campaign=dailynewsalert&utm_content=20240308&__sta=vhg.uosvpxQddhqne.jsu0sv%7CYITT&__stm_medium=email&__stm_source=smartech

Nvidia, which controls about 80% of the high-end AI chip market, has surged nearly 82% since the start of the year after a stellar forecast and amid renewed euphoria around AI.

Posted by jackson1688888 > 2024-03-09 15:40 | Report Abuse

@Imck, go have a look bank analysis report , the profit estimate for YTLP from 2024 to 2026 is decline, that why YTLP only can enjoy low PER10 , if u compare with tenaga ,the forecast profit 2024 to 2026 is growing , that why it deserve high PER15-18 , pls understand share price is support by big fund , when they realised YTLP is overpriced , they start to take profit . No doubt YTLP is good company . So ask yourself , with current price 3.67 , isn’t a good entry price , what is the risk / reward ratio ? I prefer to enter below RM 3 to have better risk reward ratio

Posted by EngineeringProfit > 2024-03-09 16:16 | Report Abuse

If next QR red, how?

Posted by myloh123 > 2024-03-09 16:46 | Report Abuse

Epf has disposed all.

Posted by Invest_888 > 2024-03-09 16:46 | Report Abuse

Latest yearly(last 4 QR) earning is 40.96cent. Guys, YTLP can earn 40.96 cent per year. The PE is 8.96 only. Good prospect company in the right business. Earning remains solid. Time to buy it.

Posted by LadyRepins > 2024-03-09 17:40 | Report Abuse

@FlexiJ, stop spamming all about some Mrs Valdez; I checked profile, some 25 posts, all same subject, no value add to discussions. This thread, it is nice informative and stick to subject of YTLP.

YTLP is a gem of a company that stands out and shines as a true global player-to-be. They have built a credible foundations on power generation, now branching into data centers and green power exports. Makes for a formidable entity that's a gem on the KLSE. Much potential in future. Nice to have will be consistent dividends and good quarterly slide decks from the company itself. KLSE sorely needs companies like this.

Posted by izoklse > 2024-03-09 22:40 | Report Abuse

Nvidia sees biggest drop since May as blistering rally cools

The chipmaker’s shares fell 5.6% on Friday, the biggest drop since May 31. In a sign of how far Nvidia has rallied this year, the drop erased about US$130 billion (RM609 billion) in market value, ranking among the biggest single-day value destructions in US stock market history.

https://theedgemalaysia.com/node/704040

Utilities chart also not looking good guys. Be careful next week.

Posted by Ytl2023 > 2024-03-09 23:02 | Report Abuse

Monday morning.. Maybe turbulence.. Rm3.60 likely.

Posted by Balian de Ibelin > 2024-03-09 23:18 | Report Abuse

2.60

Posted by thenormal1 > 2024-03-09 23:41 | Report Abuse

Nvidia will be Back to 950 on Monday. Friday drop is because of option! Don’t scare la

Posted by DoctorM > 2024-03-10 09:09 | Report Abuse

As much as I like the fact Nvidia is the new partner to YTL Power , YTL Power is still not Nvidia … hence there is no direct co-relationship between these 2 in the price movement until and unless Jensen just buys 0.000001 % of the YTL shares , this gesture would move the price easily by 30% in 1 day .. for now , let’s not talk good or bad about Nvidia … even Nvidia has dropped by 20% last Friday , for those who truly bought the shares just a year ago ,you are still filthy rich !!!! Congrats

Posted by DoctorM > 2024-03-10 09:12 | Report Abuse

For those have a lot to say about Nvidia , just show us how much Nvidia shares you own and have … unless stop talking gibberish . Don’t pretend you are Warren Buffett or Charlie Munger.. or even George Soros

Posted by EngineeringProfit > 2024-03-10 09:16 | Report Abuse

One is the true star of today's business world, while the other is just for goreng-goreng. Watch & huat! Cheers for another round of profit$

Posted by Balian de Ibelin > 2024-03-10 09:54 | Report Abuse

Engineering
You meant to say
Nvidia is the goreng
Many have totally no idea
Nvidia value 2 Trillion aka $2,000 Billion, revenue pitiful $60.9 Billion 🤣

Posted by EngineeringProfit > 2024-03-10 10:01 | Report Abuse

Yup, I am impressed how creative journalism has sold the data so positively. The operator will win big if they do creative accounting next & post a red QR 🤣

Posted by Balian de Ibelin > 2024-03-10 10:31 | Report Abuse

Very likely will happen soon, not only possible, red QR... Nvidia $170
exactly like Tesla pump to $1,000 then drop to $170.
btw Tesla is forecast to have red QR by many analyst in US

Microsoft, Google, Apple and Amazon had already planned 5 to 10 years ahead and bought all the data centres they needed plus way more than forecast.

Any contraction, and companies that are not Microsoft, Google, Apple and Amazon will start cancelling orders. Red QR is assured. 🤣

Posted by EngineeringProfit > 2024-03-10 10:39 | Report Abuse

That's norm- once stardom is over, the share price will drop over 80%. The operator will then pump up the next one- quantum comp& storage corporation

Posted by Mikecyc > 2024-03-10 11:36 |

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Posted by Mikecyc > 2024-03-10 11:42 |

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Posted by Balian de Ibelin > 2024-03-10 12:06 | Report Abuse

MikeCheatYouCrazy caught lying again. 🤣
mere copy and paste feller with zero brains. 😜

Nvidia Gaming = $1,831 million 4Q23 computed = 95% market share by MikeCheatYouCrazy
AMD Gaming = $1,644 million 4Q23

After the case of Bossku,
I had proposed to Govt. that percentages calculation be introduced into primary 6 curricula with 3 months intensive relearning in Uni
so that people like MikeCheatYouCrazy can learn how to compute the 95% Nvidia market share. 🤣

Posted by DickyMe > 2024-03-10 12:06 | Report Abuse

Forget AI, AGI is here.

Posted by Balian de Ibelin > 2024-03-10 12:16 | Report Abuse

Biological computer already has a working model since 2016 at MIT. 😁
Hopefully can compute percentages better than MikeCheatYouCrazy punya 95% 🤣

Posted by EngineeringProfit > 2024-03-10 13:14 | Report Abuse

Yup, organoid intelligence (OI) next

Posted by Mikecyc > 2024-03-10 13:14 |

Post removed.Why?

Posted by EngineeringProfit > 2024-03-10 13:20 | Report Abuse

Lai...lai....lai

Big or small?

Posted by cgtan2020 > 2024-03-10 14:31 | Report Abuse

NSP reduce on 08-Mar-2024 6742 YTLPOWR YTL POWER INTERNATIONAL
BERHAD 26,671,269

Posted by MrFox > 2024-03-10 16:42 |

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Posted by Mikecyc > 2024-03-10 17:35 |

Post removed.Why?

Posted by EngineeringProfit > 2024-03-10 17:37 | Report Abuse

Lai...lai....lai

Big or small?

Can sleep with peace of mind or not?

Posted by darrenliew > 2024-03-10 22:42 | Report Abuse

LIKELY NEAR TERM BEST STRATEGIC MOVES/ACTIONS BY YTLPOWR IN CONNECTION WITH ITS NEW HUGE VALUABLE PROJECTS/GROWTH ENGINES.
MY RESEARCH BASED ON MY COMPILATION OF REAL FACTS N FIGURES AND PROSPECTS (including projections of huge cash inflows, big capital gains, greatly increased profits and special dividends) ARE NEARING COMPLETION.
WILL BE ABLE TO COMPLETE MY RESEARCH SOON. HOPE ABLE TO MAKE MY HUMBLE PRESENTATION ASAP.
THANK YOU ALL


darrenliew

953 posts

Posted by darrenliew > 12 minutes ago | Report Abuse

YTLPOWR WILL DO VERY WELL WITH THESE NEAR TERM STRATEGIC CORPORATE MOVES AND ACTIONS

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Posted by OTB > 2024-03-11 09:43 | Report Abuse

Dear dragon328,
CGS projected PAT for FY 2024 to be 3.150 billion.
This PAT is not included the earning from Nvidia if any.
Hence your projection of EPS=0.42 is very close.
Thank you.

Posted by Youngkid > 2024-03-11 09:45 | Report Abuse

Downtrend better run bro!

Posted by ks55 > 2024-03-11 09:54 | Report Abuse

Sedenak Tech Park is better established right now.
https://www.youtube.com/watch?v=n2b0ljMXyEg

Posted by paktua73 > 2024-03-11 10:50 |

Post removed.Why?

Posted by TanDavid88 > 2024-03-11 10:54 |

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Posted by ValueInvestor888 > 2024-03-11 11:04 | Report Abuse

For a stock with PE less than 8.98 and forward PE of lesser than 9, there is nothing to worry about lah. Just normal and healthy consolidation process. Any big drop is the opportunity to invest or short term trade...

Posted by Jerichomy > 2024-03-11 11:11 |

Post removed.Why?

Posted by dragon328 > 2024-03-11 11:24 | Report Abuse

Mr. OTB, yes I saw the latest update report from CIMB last Friday.

Its earnings projection for FY2024 indeed does not include any profit contribution from data centre division, the net profit projection of RM3.15 billion for FY2024 comes from contributions from existing ongoing businesses including PowerSeraya, Wessex, Jordan and Jawa Power, and some losses from Yes 5G.

CIMB projects a net profit contribution of about RM400 million from the data centre division for FY2025, ramping up to about RM1.0 billion in FY2026. I cannot say whether this is too bearish or too bullish on the data centre division, but it looks similar to projections from RHB analyst who projected a net profit contribution of up to RM1.2 billion from the data centre division from FY2027.

Of note is the low earnings projection from ongoing businesses for FY2025 and FY2026. CIMB analyst is obviously very cautious on the PowerSeraya earnings prospects, and I think is over bearish on the "normalisation" of earnings in PowerSeraya towards 2026. She may be right that PowerSeraya might have peaked in Q4 FY2023, when pool prices were spiking high and PowerSeraya benefited from selling extra long generation into the pool and earned extraordinary profits to the tune of SGD30 million per quarter, as per what Sembcorp had indicated too.

But I think PowerSeraya will continue to deliver good profits of SGD200-220 million per quarter going forward until 2026, purely based on the retails electricity market and vesting contracts which now offer a gross margin of SGD60/MWh. PowerSeraya's exposure to the wholesale market remains below 5%.

Furthermore, Wessex is expected to turnaround from April 2024 after it secures a new round of water tariff hike for the year beginning from 1st April 2024 to 31 Mar 2025. Interestingly, CIMB report says Wessex will impose at least 11% increase in average water bills from 1st April 2024, this is much higher than I expected (to be around 3.5% to 7.5%).

Wessex is expected to achieve total revenue of GBP560 million for FY2024 ended 31 March, so a 5.5% rise in water tariffs will increase its revenue by GBP31 million for FY2025 and a 11% increase in water tariffs as CIMB expected will increase Wessex' revenue by GBP62 million for FY2025.