Posted by KLV868 > 2024-03-20 09:37 | Report Abuse

Ular morning, can you show me the figures about the statement you make above. It sound interesting . It sure can assist me to assess the situation risk of my holding YTL companies shares . Pls share w us .

Posted by xiaoeh > 2024-03-20 10:08 | Report Abuse

Posted by UlarSawa > 4 minutes ago | Report Abuse
No need already pasal ular punya saham ada naik. Can pay her rm1k to hold her hand. But ular changed the mind looking for better Queen not this bad attitude Queen. Cantik and Kaya tapi heart not good and behaviour very chor lor one.
Haiyoh. Correct?

Ular sifu
don't give so easily
u already waited him10yrs
just a few steps more....
about attitude
change name to Elizabeth or Isabella may work...

Posted by dragon328 > 2024-03-20 10:09 | Report Abuse

Hong Leong analyst Daniel Wong gave a very good update report on YTL Power this morning, reiterating BUY call with a tp of RM5.55.

After getting a management update, he commented on the latest AI venture development: "The mew setup YTL AI Cloud, in deploying and managing NVIDIA's latest Grace Blackwell-powered DGX Cloud (adopting GB200 GPUs), indicates NVIDIA's strong support of YTLPI's digital venture."

On Wessex Waters, he mentioned that the announced 11-12% average tariff hike for wholesale and 12-14% tariff hike for household effective Apr 2024 will revert Wessex into black in 4QFY2024 and a full year turnaround in FY25. It is also estimated of a further 15% increment in average tariff based on upcoming AMP8 (2025-2030) proposal for higher GBP3.5 billion capex spending (vs. GBP1.5bn in AMP7) and higher allowable real return (WACC based on CPIH) of 4.39% (vs 2.96% in AMP7). Hence he expects an even stronger results from FY26 onwards with accelerating RCV asset size (GBP4.2bn as at end-2023).

On PowerSeraya, he stated that Singapore's retail electricity prices continued to trend higher for the past few months (with actual data from major electricity retailers) despite the drop in average wholesale USEP. He said the management had guided that 75-80% of PowerSeraya business is driven by retail segment with another 10-15% by SP Group (i.e. vesting contracts with fixed margin). Hence the exposure to the wholesale USEP segment is just 5-10%.

"While YTLP does not have direct peers, we are still able to relate YTLP's earnings to Keppel, Sembcorb Industry and First Pacific with regards to the Singapore utilities sector. Bloomberg concensus has been estimating increasing earnings for Keppel, Sembcorp and First Pacific for FY12/24-26, contrary to YTLP's concensus estimating deteriorating earnings profile for FY06/24-26. We believe the concensus estimates is mainly due to concensus' lack of understanding of Singapore's utilities structure and consequently, earnings sustainability of YTLP."

This clearly supports my earlier argument that PowerSeraya's earnings will sustain into 2026 as there will be no new capacity supply in Singapore. Local analysts' projection of substantially lower earnings for PowerSeraya in FY06/24-26 is due to the lack of understanding of the Singapore electricity market and structure. They have obviously over-played the "normalisation" of PowerSeraya earnings.

Posted by dragon328 > 2024-03-20 10:14 | Report Abuse

Hong Leong analyst has made a non-biased and professional assessment of the earnings prospect of YTLP, projecting a net profit of RM3.327b (EPS of 41.1 sen) for FY24, RM3.794b (EPS of 46.8 sen) for FY25 and RM3.896b (EPS of 48.1 sen) for FY26.

These are very close to what I have projected earlier - EPS of 40-42 sen for FY24 and 45+ sen for FY25 incorporating only 6 months (Jan-Jun 25) of contribution from AI data centre.

Posted by beinvested > 2024-03-20 10:42 | Report Abuse

Abraham got Ishmael from Hagar.

He also got Isaac from Sarah.

Hagar left with Ishmael. The LORD heard the cry from Ishmael (Genesis 21:17) while his mother was looking for drinking water for him. The LORD will make Ishmael into a great nation (Genesis 21:18).

Look at the Arabs, they are wealthy and blessed with richness from earth. Later, came those smaller country like Oman, Qatar, Bahrain, UAE

Isaac married Rebecca after his mother passed away and he was comforted by the wife when missing the mother.

Posted by MrFox > 2024-03-20 10:46 | Report Abuse

dragon328

Hong Leong analyst has made a non-biased and professional assessment of the earnings prospect of YTLP, projecting a net profit of RM3.327b (EPS of 41.1 sen) for FY24, RM3.794b (EPS of 46.8 sen) for FY25 and RM3.896b (EPS of 48.1 sen) for FY26.

These are very close to what I have projected earlier - EPS of 40-42 sen for FY24 and 45+ sen for FY25 incorporating only 6 months (Jan-Jun 25) of contribution from AI data centre.

32 minutes ago

Posted by beinvested > 2024-03-20 10:53 | Report Abuse

Rebecca gave birth to twin boys, Esau and Jacob.

Isaac loved Esau more than Jacob and the mother loved Jacob more than Esau.

Hagar got a son earlier than Sarah so Sarah was not happy with Hagar who has Ishmael. Conflict created. Abraham sent Hagar & Ishmael away.

The conflict between the Ishmael/Arabs and the children of Jacob started ever since, until today. Nothing to do with the religion. There was no Christianity or ... yet.

They are cousins.

Posted by EngineeringProfit > 2024-03-20 10:59 | Report Abuse

The root for sibling rivalry lies in dawkinian selfish gene

Posted by UlarSawa > 2024-03-20 11:02 |

Post removed.Why?

Posted by EngineeringProfit > 2024-03-20 11:04 | Report Abuse

How many times recycle allowed?

Posted by UlarSawa > 2024-03-20 11:07 |

Post removed.Why?

Posted by Sypher > 2024-03-20 11:08 | Report Abuse

Honestly, this forum has turned to complete trash with the spamming. It's getting harder and harder to share useful information for investors. If anyone is keen on a private chat room, let me know. I'll add up everyone, and we'll kick nonsense out. Keep it to useful information and discussion.

Posted by UlarSawa > 2024-03-20 11:10 |

Post removed.Why?

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

RUNNNNNNNNNNNNN................the emperor got no clothes......the emperor got no clothes......the emperor got no clothes......the emperor got no clothes......the emperor got no clothes!!!!!!!!!!!!

Posted by UlarSawa > 2024-03-20 11:14 |

Post removed.Why?

Posted by beinvested > 2024-03-20 11:26 | Report Abuse

Waiting for another Quarterly Report...31 March 2024.

The profit continues through the financial year.

Posted by Andy2378 > 2024-03-20 11:26 | Report Abuse

（吉隆坡18日讯）美国晶片制造商辉达（Nvidia）传出有意收购以色列人工智能公司Run:AI，若消息属实，可能为辉达在大马的投资带来不确定性。

辉达联合创办人兼总执行长黄仁勋去年秒首度访马，并与首相拿督斯里安华会面。该公司当时宣布，还将与杨忠礼能源进行策略合作，为杨忠礼能源建设的人工智能数据中心投资200亿令吉，而杨忠礼能源也以投资辉达H100超级电脑的方式，开始建立我国人工智能云计算机。

不过，辉达一旦收购以色列公司，可能会让公司面对被杯葛的风险，在马投资亦可能出现变数。

​

Posted by beinvested > 2024-03-20 11:32 | Report Abuse

Those associations for CPAs, MIA

SC should reform that the reporting dateline for QR/YR should be allowed for maximum 2 weeks instead of 2 months now after the closure of the books.

The book keepings are computerized so the balancing and Balance Sheet can be ready even online.

Posted by UlarSawa > 2024-03-20 11:32 |

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Posted by UlarSawa > 2024-03-20 11:34 |

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Posted by CapitalCraftsman > 2024-03-20 11:36 | Report Abuse

Tap in again before YTLPOWER breaks through RM4 again 😋

Posted by EngineeringProfit > 2024-03-20 11:43 | Report Abuse

RUNNNNNNNNNNNNN................the emperor got no clothes......the emperor got no clothes......the emperor got no clothes......the emperor got no clothes......the emperor got no clothes!!!!!!!!!!!!

Posted by Yezzy99108 > 2024-03-20 11:45 | Report Abuse

regardless the price action today, YTLP will surge and breakout from rm4 soon, very soon. huge seller tickets are absorbed strongly at support level rm3.9

Posted by icecool > 2024-03-20 11:46 | Report Abuse

new high coming ?

Posted by EngineeringProfit > 2024-03-20 11:48 | Report Abuse

NO. Plot the chart again carefully

RUNNNNNNNNNNNNN................the emperor got no clothes......the emperor got no clothes......the emperor got no clothes......the emperor got no clothes......the emperor got no clothes!!!!!!!!!!!!

Posted by UlarSawa > 2024-03-20 11:48 |

Post removed.Why?

Posted by UlarSawa > 2024-03-20 11:49 |

Post removed.Why?

Posted by HumptyDumpty > 2024-03-20 11:53 | Report Abuse

@Andy2378, funny if we do that , then Malaysia is really funny... How the heck will them boycott datacenter , making sure the porn is not from which datacenter? They don't even know what is AI modelling.. Haiz these fundamentalist/opportunist just realize consumer power and playing it like toys. Well need to inform Jakim please verify which bits and bytes is halal..
Anyway another point i just realize, those undersea are concentrating into SG now (leaving hong kong hub for good) , which make data center in Johore very close to the network hub.

Posted by KLV868 > 2024-03-20 11:54 | Report Abuse

Mr.Dragon328, your generosity and guidance as a Sifu are truly remarkable. The data you've shared are invaluable facts, and I am grateful for the opportunity to be part of the journey with this massive conglomerate. Thank you sincerely for your support, and I extend my best wishes to you for continued success in all your endeavors. "I assumed you are male Sifu.

We stay FOCUS and CALM with YTL's companies with the initial analysis while price of the shares were 70sen++.

Japan Wild Dream is true.

Posted by EngineeringProfit > 2024-03-20 11:55 | Report Abuse

Guys, today we go longkang fishing in GCB lah.. Peace here ok

Posted by EngineeringProfit > 2024-03-20 11:57 | Report Abuse

Shortists, come along to shake price volatility there...Let's go

Posted by Zhuge_Liang > 2024-03-20 12:03 |

Post removed.Why?

Posted by EngineeringProfit > 2024-03-20 12:05 | Report Abuse

Guys, today we go longkang fishing in GCB lah.. Peace here ok


EngineeringProfit

16,919 posts

Posted by EngineeringProfit > 7 minutes ago | Report Abuse

Shortists, come along to shake price volatility there...Let's go

Posted by HuatRex1314 > 2024-03-20 12:20 | Report Abuse

@sypher, agree with you. We need private platform for sharing info and abandon here full with monkey and trash

Posted by EngineeringProfit > 2024-03-20 12:23 | Report Abuse

Plot the chart again carefully

RUNNNNNNNNNNNNN................the emperor got no clothes......the emperor got no clothes......the emperor got no clothes......the emperor got no clothes......the emperor got no clothes!!!!!!!!!!!!

Posted by KLV868 > 2024-03-20 14:30 | Report Abuse

Lets see if , EMA Cross indicator is good to follow.

Posted by AlTugauw > 2024-03-20 15:24 | Report Abuse

YTL's cooperation with NVIDIA could put the country's security at risk. TNB in particular shouldn't be dealing with a pro-Israeli entity, with AI capabilities & connection to the Malaysian electricity grid. When is TNB going to wake up & possibly enforce the force majeure clauses in its contract with YTL? It is not in the national interests to continue dealing with YTL as long as it cooperates with NVIDIA. Malaysia is at risk.

Posted by KLV868 > 2024-03-20 15:33 | Report Abuse

Good news.

dragon328

Hong Leong analyst has made a non-biased and professional assessment of the earnings prospect of YTLP, projecting a net profit of RM3.327b (EPS of 41.1 sen) for FY24, RM3.794b (EPS of 46.8 sen) for FY25 and RM3.896b (EPS of 48.1 sen) for FY26.

These are very close to what I have projected earlier - EPS of 40-42 sen for FY24 and 45+ sen for FY25 incorporating only 6 months (Jan-Jun 25) of contribution from AI data centre.

Posted by fx115w > 2024-03-20 15:42 | Report Abuse

Think IB will try to press down the share prices. Two more call warrant expiring in 5 days
YTL-C69 and YTLPOWR-C38, otherwise they will be bleeding. Am holding both since 5 months ago, average price RM0.06 and RM0.09. Now, above RM0.70 & RM0.80.

Posted by Goldberg > 2024-03-20 15:44 | Report Abuse

PMX Congratulates YTL
-----------------------
Prime Minister Datuk Seri Anwar Ibrahim congratulated YTL on this significant milestone, a first for Malaysia.

"This will accelerate the country's adoption of AI and spearhead the development of our own sovereign cloud. The collaboration with NVIDIA is a testament to Malaysia's attractiveness as a hub for digital investments," Anwar said in the statement.

YTL Power managing director, Datuk Seri Yeoh Seok Hong, said the company is proud to be working with NVIDIA and the Malaysian government to bring powerful AI cloud computing here.

"We are excited to bring this supercomputing power to the Asia Pacific region, which has been home to many of the fastest-growing cloud regions and many of the most innovative users of AI in the world," he said.

Gobind Singh Deo, Malaysia's Minister of Digital, said that AI plays a key role in propelling the global digital economy.

He said it is important for Malaysia to have one of the strongest NVIDIA cloud computing infrastructures, as this will spur innovation.

"Having one of the most powerful NVIDIA cloud computing infrastructures in Malaysia is a game changer and will spark innovation and development of solutions foundational to the success of the Malaysia Digital Economy Blueprint," he said.

Posted by Mikecyc > 2024-03-20 15:46 |

Post removed.Why?

Posted by KLV868 > 2024-03-20 15:56 | Report Abuse

Mr.Fox. The short sale tool, how will the IB use to benefit them in above situation?

Posted by icecool > 2024-03-20 16:07 | Report Abuse

afternoon no show

Posted by Mikecyc > 2024-03-20 16:20 |

Post removed.Why?

Posted by Mikecyc > 2024-03-20 16:20 |

Post removed.Why?

Posted by dragon328 > 2024-03-20 16:26 | Report Abuse

I don't understand the question - short sale tool??

But generally when a call warrant is expiring, the issuing bank will try to press down the mother share in the last 5 days before expiry so that the settlement price for the call warrant is lowered, if the IB has not hedged the call warrants issuance with sufficient mother shares.

If the IB ahs hedged enough, then they don't have to worry about the mother share price upon call warrant expiry.

In the case of the last call warrant expiring on 29 Feb, we saw a large chunks of selling on the mother shares, as I was told that the IB who issued that call warrant dumped almost all its holdings of YTL Power shares used to hedge against the call warrant on 29 Feb, as it did not intend to issue any more new call warrant on YTLP.

Posted by dragon328 > 2024-03-20 16:27 | Report Abuse

Again this is all temporary disruption and is based on hearsay, I have no way to prove it.

Just take note of the possibility of such things happening when a call warrant expires.

Posted by EngineeringProfit > 2024-03-20 16:34 |

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Posted by Mikecyc > 2024-03-20 16:36 |

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Posted by Mikecyc > 2024-03-20 16:40 |

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