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.

Posted by dragon328 > 2024-03-11 11:27 | Report Abuse

Sources on the ground indicated that the 1st phase of data centre for SEA Group at Kulai has just been completed and will start contributing some profits to YTL Power from Q4 FY2024.

The 1st phase of AI data centre is on track for completion in 2H 2024.

Posted by rr88 > 2024-03-11 12:13 | Report Abuse

TREND: DOWNTRENDING
3.92 => 3.72 => 3.52
3.52 => 3.72 now
3.72 => 3.52 => 3.32
3.32 => 3.52
3.52 => 3.32 => 3.12
3.12 => 3.32
3.32 => 3.12 => 2.92 => 2.72
2.72 => 2.92
2.92 => 2.72 => 2.52
LAST STATION: TWO FIVE TWO

Posted by Invest_888 > 2024-03-11 12:44 | Report Abuse

Latest yearly(last 4 QR) earning is 40.96cent. Guys, YTLP can earn 40.96 cent per year. It is blue chip company with PE = 9.03 only. Good prospect company in the right sunshine business. Earning remains solid and increasing. Time to buy it as the next 2 consecutive QR, the YTLP shall give its dividends 2 times to you.

Posted by jenson68 > 2024-03-11 14:30 | Report Abuse

Wait for the next wave , hehe

Posted by Apple888 > 2024-03-11 14:32 | Report Abuse

Ytl power gogogo

Posted by Jerichomy > 2024-03-11 15:28 |

Post removed.Why?

Posted by Realrich > 2024-03-11 15:40 | Report Abuse

Ytl power rebound go go

Posted by EngineeringProfit > 2024-03-11 15:43 | Report Abuse

No power. Cut win first

Posted by Realrich > 2024-03-11 15:50 | Report Abuse

Ytl power price already stable. Buy more and keep long term rebound

Posted by AlTugauw > 2024-03-11 16:46 | Report Abuse

It seems that investors in YTL Power, especially govt institutions such as KWAP & KWSP, are not bothered about being complicit in Israel's genocide & ethnic cleansing of the Palestinians. We must really question why, especially since many Israeli businesses are being boycotted worldwide. Do they want to wait until it happens to YTL Power before they do the right thing. It will be too late then.

Posted by EngineeringProfit > 2024-03-11 16:50 | Report Abuse

Tech disruption by Israeli invention soon- instoppable.

Posted by EngineeringProfit > 2024-03-11 17:02 | Report Abuse

Israel has become a world leader in cyber and information security, and this process is ongoing. According to the head of the IIA, Israel is pushing to take advantage of three areas of innovation: Generative Artificial Intelligence, Quantum Computing and Communication and Climate-Related Innovation.

Posted by EngineeringProfit > 2024-03-11 17:03 | Report Abuse

Singapore is wise and mature enough to work closely with them

Posted by EngineeringProfit > 2024-03-11 17:06 | Report Abuse

Msial only knows to collect b40 fund of low value ringit for palacetine, boycott & regress, etc etc

Posted by EngineeringProfit > 2024-03-11 17:10 | Report Abuse

NVIDIA supports employee charitable giving through our longstanding matching program, which is providing aid to dozens of humanitarian aid groups in Israel

Posted by EngineeringProfit > 2024-03-11 17:11 | Report Abuse

Nvidia has completed the first phase of its Israel-1 AI supercomputer. Israel-1 is now available for use by the company's research and development teams and "selected partners," and is housed in Nvidia's Israel data center.

Posted by Invest_888 > 2024-03-11 17:20 | Report Abuse

No more respect at all for Israel bcs of killing many innocent kids and women in Gaza. But, a country with brain leaders must realize that learning and inventing the most advanced technology is a must to defend your country. AI is one of the most advanced technologies now. Boycott AI technology people has no wisdom at all.

Posted by EngineeringProfit > 2024-03-11 17:22 | Report Abuse

Nvidia assists in Israel's supercomputing endeavors.

1. **Supporting a Cause**: Countries that choose to boycott Israel typically do so to protest its policies and actions, particularly in relation to the Palestinian territories. By extending the boycott to companies like Nvidia that aid Israel's technological advancements, these countries can demonstrate their commitment to their principles and support for the Palestinian cause.

2. **Ethical Responsibility**: Companies like Nvidia have a responsibility to consider the ethical implications of their business partnerships and activities. By providing technology or support to projects that contribute to Israel's military capabilities or occupation of Palestinian territories, Nvidia may be complicit in human rights violations. Therefore, boycotting Nvidia sends a message that such actions are unacceptable.

3. **Solidarity with Palestinians**: The boycott of companies like Nvidia is a tangible way for countries to express solidarity with the Palestinian people. It demonstrates a commitment to justice, equality, and the right to self-determination for Palestinians who are affected by Israel's actions and the companies that support them.

4. **Pressure for Change**: Boycotts have historically been effective tools for social and political change. By refusing to support companies like Nvidia, countries participating in the boycott can exert economic pressure on Israel and its supporters to reconsider their policies and actions. This pressure can contribute to a shift towards a more just and equitable resolution to the Israeli-Palestinian conflict.

In conclusion, boycotting Nvidia due to its involvement in Israel's supercomputing projects aligns with the principles of solidarity, ethics, and social justice. It sends a clear message of support for the Palestinian cause and holds corporations accountable for their contributions to human rights violations.

Posted by EngineeringProfit > 2024-03-11 17:23 | Report Abuse

As a matter of fact, Nvidia assists in Israel's supercomputing endeavors.

Posted by EngineeringProfit > 2024-03-11 17:25 | Report Abuse

Wait a bit - an article coming here " Nvidia & partner- Boycott We Should "

Posted by EngineeringProfit > 2024-03-11 18:45 | Report Abuse

NVIDIA supports employee charitable giving through our longstanding matching program, which is providing aid to dozens of humanitarian aid groups in Israel


EngineeringProfit

16,500 posts

Posted by EngineeringProfit > 1 hour ago | Report Abuse

Nvidia has completed the first phase of its Israel-1 AI supercomputer. Israel-1 is now available for use by the company's research and development teams and "selected partners," and is housed in Nvidia's Israel data center.

Posted by LadyRepins > 2024-03-11 20:00 | Report Abuse

@AlTugauw you are spamming rhetoric about palestine; all your post list in profile is total 20 items, all about this subject. Pls keep to the spirits and decorum here. This is not a geo-political discussion. I am sure many here are sensitive and know about moral issues.

Goin on a rhetoric in particular about that offending country, if you use some part of that unused mind of yours, you'll discover many things are intertwined, and that the many comforts of modern living YOU enjoy has some touches as well. You would be unwilling to go back to cave days, because that's where you will end up if doing a thorough and detailed evaluation.

Posted by Ytl2023 > 2024-03-11 22:19 | Report Abuse

Closer to rm3.50 then rm3.90. Results slowly wait pls

Posted by EngineeringProfit > 2024-03-11 22:29 | Report Abuse

Boycotting Nvidia due to its involvement in Israel's supercomputing projects aligns with the principles of solidarity, ethics, and social justice.

Posted by hoplanner > 2024-03-11 23:03 | Report Abuse

@AlTugauw forget about politics, it's time to make some to ease daily living expenses

Posted by Jerichomy > 2024-03-11 23:35 | Report Abuse

Haha



Balian de Ibelin
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. 🤣
1 day ago

EngineeringProfit
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
1 day ago

Posted by Felix888999 > 2024-03-11 23:42 |

Post removed.Why?

Posted by MrFox > 2024-03-12 00:10 | Report Abuse

aiyo!!!!! Lulu coming lah!!!!
haha

Posted by cktay > 2024-03-12 00:11 | Report Abuse

IPP YTLP’s Potential Value On DC Investments Yet To Be Fully Priced In, CGS Reiterates Add
CGA reiterates Add on YTLP with an unchanged SOP-based TP of RM4.50

Posted by cktay > 2024-03-12 00:11 | Report Abuse

https://www.businesstoday.com.my/2024/03/11/ipp-ytlps-potential-value-on-dc-investments-yet-to-be-fully-priced-in-cgs-reiterates-add/

Posted by izoklse > 2024-03-12 00:34 | Report Abuse

if Nvidia in Malaysia confirm follow starbuck fate being boycott by ALL MALAYSIAN.

Posted by thenormal1 > 2024-03-12 01:52 | Report Abuse

lol, quite noob the comment above

Posted by calvintaneng > 2024-03-12 02:27 | Report Abuse

Blog: THE IMMENSE VALUE OF TSH'S 80,000 ACRES PRIME LANDS IN BONGAN, (Only 43.9 KM from TiTik Nol IKN NUSANTARA, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-12-story-h-186519186-THE_IMMENSE_VALUE_OF_TSH_S_80_000_ACRES_PRIME_LANDS_IN_BONGAN_Only_43_9

Posted by EngineeringProfit > 2024-03-12 06:26 | Report Abuse

Herd mentality is too strong in this country- owing to lots of takfit schools


Posted by izoklse

if Nvidia in Malaysia confirm follow starbuck fate being boycott by ALL MALAYSIAN

Posted by EngineeringProfit > 2024-03-12 06:33 | Report Abuse

Nvidia supercomputer named Israel-1, a high-performance computing system , has significantly enhanced Israel's intelligence gathering and surveillance capabilities to locate and target hamas. With its immense processing power, Israel-1 could analyze vast amounts of data from various sources such as satellite imagery, intercepted communications, social media, and other sources of intelligence.

This supercomputer could employ advanced algorithms and machine learning techniques to detect patterns, anomalies, and potential threats in real-time or near-real-time. By rapidly processing and analyzing data, Israel-1 could help identify and track individuals involved in criminal activities, terrorism, or other security threats.

Additionally, Israel-1 could assist in decrypting communications, conducting network analysis, and even simulating scenarios to predict potential security risks. Overall, leveraging such advanced computing capabilities could significantly enhance Israel's ability to gather intelligence, monitor security threats, and protect its citizens.

Posted by EngineeringProfit > 2024-03-12 06:51 | Report Abuse

Conditions for Nvidia to come in:

1. Shut down it's Israel-1 so that Israel would not gain an upper hand and easy win against hamas

2. Cease it's funding to israel

3. Cease all cooperation and assistance for Israel immediately

4. Donate supercomputer israel-1 to palacetin so that they stand a fair chance in the war

5.

Posted by EngineeringProfit > 2024-03-12 07:09 | Report Abuse

Wait a bit - the full article coming out " Nvidia & partner- Boycott We Should "

Posted by PureBULL ... > 2024-03-12 07:09 | Report Abuse

EP, r u launching an attack to get even?

in stocks, be nice n humble to all.
expect the unexpected, can come true, once is bad enough!

Posted by EngineeringProfit > 2024-03-12 07:12 | Report Abuse

Attack??? Stating facts often perceived as attack esp for those with extreme religiosity- ask dawkins

Posted by EngineeringProfit > 2024-03-12 07:13 | Report Abuse

Let's examine the facts one by one

Posted by EngineeringProfit > 2024-03-12 07:17 | Report Abuse

(PS: You guys didn't want to cooperate when the price retraces from above 4.20. Told u all to return the tickets to sharks so that we can ride the next looooong candle to 6-8.00, but all the swearing ppl came attacking me)

Posted by EngineeringProfit > 2024-03-12 07:19 | Report Abuse

Fact 1:

Nvidia supercomputer named Israel-1, a high-performance computing system , has significantly enhanced Israel's intelligence gathering and surveillance capabilities to locate and target hamas.

Posted by EngineeringProfit > 2024-03-12 07:22 | Report Abuse

Fact no.2 :

American companies includong nvidia gain a lot of $$$$$ for the war as it is literally an AI warfare

Posted by EngineeringProfit > 2024-03-12 07:24 | Report Abuse

Fact no. 3:

In return, $$ funding is provided to israel

Posted by EngineeringProfit > 2024-03-12 07:25 | Report Abuse

Fact no.4:

NVIDIA supports employee charitable giving through our longstanding matching program, which is providing aid to dozens of humanitarian aid groups in Israel

Posted by EngineeringProfit > 2024-03-12 07:26 | Report Abuse

Wait a bit - the full article coming out " Nvidia & partner- Boycott We Should "

Posted by MrFox > 2024-03-12 07:27 | Report Abuse

you ask the locals to boycott! but all the ousiders will support!!!
haha

Posted by MrFox > 2024-03-12 07:28 | Report Abuse

and there will be more ousiders than locals!!??
haha