Posted by ks55 > 2024-04-05 22:08 |

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Posted by ks55 > 2024-04-05 22:12 |

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Posted by OTB > 2024-04-05 23:02 | Report Abuse

Posted by JMpower > 56 minutes ago | Report Abuse

MR OTB
Which one is better?
YTL OR YTLP
Please advise
------------------
I prefer YTLPower because of higher EPS.
I believe Nvidia will help YTLPower to make a lot of money from the partnership.
Thank you.

Posted by OTB > 2024-04-05 23:04 |

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Posted by fx115w > 2024-04-05 23:08 | Report Abuse

Microsoft will move into YTLP DC instead of Crescendo’s undeveloped land. @ks55 run fast before Crescendo price collapse. You has been warned.

Posted by TanDavid88 > 2024-04-05 23:12 |

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Posted by Zhuge_Liang > 2024-04-05 23:16 |

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Posted by Zhuge_Liang > 2024-04-05 23:33 |

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Posted by Zhuge_Liang > 2024-04-05 23:35 | Report Abuse

No one force anyone here to buy YTLpower.
dragon328 and OTB are sharing information here with good deeds.
dragon328 recommended YTLpower at 0.70 and OTB recommended YTLpower at 1.10.
Are they cheating any reader here ? No !! All readers are laughing all the way to the bank.

Please be fair and come over to this forum to share information, not to attack anyone here.
We have been sharing good information here all the time until a naysayer come over to this forum to attack dragon328 and OTB.

Posted by TanDavid88 > 2024-04-05 23:38 |

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Posted by ks55 > 2024-04-05 23:40 |

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Posted by ks55 > 2024-04-05 23:41 |

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Posted by Zhuge_Liang > 2024-04-05 23:42 |

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Posted by ks55 > 2024-04-05 23:43 |

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Posted by ks55 > 2024-04-05 23:44 | Report Abuse

This thread is no more use

Posted by TanDavid88 > 2024-04-05 23:44 |

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Posted by ks55 > 2024-04-05 23:45 |

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Posted by TanDavid88 > 2024-04-05 23:46 |

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Posted by ks55 > 2024-04-05 23:47 | Report Abuse

Right now we already know 125 acres in NCIP already has 3 major players in hyperscale DC, and across the road to Nusajaya Tech Park (by Ascendas), 2 hyperscale DC already in operation years ago.

Posted by TanDavid88 > 2024-04-05 23:47 |

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Posted by TanDavid88 > 2024-04-05 23:48 |

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Posted by Zhuge_Liang > 2024-04-05 23:49 |

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Posted by ks55 > 2024-04-05 23:49 | Report Abuse

For 2 months, YTLP not moving, others already went sky high.

Posted by ks55 > 2024-04-05 23:50 | Report Abuse

If YTLP share price cannot move up, it must come down.

Posted by TanDavid88 > 2024-04-05 23:52 |

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Posted by ks55 > 2024-04-05 23:53 | Report Abuse

Comparing Crescendo share price with YTLP, you know one is heading north, the other is stagnant.

https://klse1.i3investor.com/servlets/stk/chart/6718.jsp

https://klse1.i3investor.com/servlets/stk/chart/6742.jsp

Posted by TanDavid88 > 2024-04-05 23:55 |

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Posted by ks55 > 2024-04-05 23:56 | Report Abuse

Nvidia is not contributing any capital, it merely a vendor to supply chips and software. There is no risk involved.

YTLP has to foot all the capital outlay.

Right now YTLP Hidup segan, Mati tak mahu. 5354

Posted by Zhuge_Liang > 2024-04-05 23:59 | Report Abuse

Cresndo is not a liquid stock, you cannot buy a big position.
You will face a big difficulty to get out if you want to sell them.
I have a problem to sell at 3.24 today.
The buyer just buy 100 shares a time.

Posted by Zhuge_Liang > 2024-04-06 00:02 |

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Posted by Zhuge_Liang > 2024-04-06 00:03 | Report Abuse

The first phrase of DC is SEA group, 32 MW and another customer 16 MW. Total PBT is around 150 million per year (48 MW).
Nvidia will take up 100 MW at the mid of 2024 to the end of 2026.
According to your input, I assume the EBITDA margin of 60%, Nvidia's DC will contribute about USD 1.38 billion x 4.70 x 60% = RM 3.892 billion (PBT) per year if 100 MW is fully taken up.
There is still 352 MW DC available to rent.
If Nvidia can take up more DC, the PBT is very high.

It appears to me the EBITDA margin of Nvidia is very high compared against SEA DC.
Hence I can safely say Nvidia DC is the most profitable DC among all.

Posted by TanDavid88 > 2024-04-06 00:12 |

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Posted by curiousq > 2024-04-06 00:18 | Report Abuse

chen kwong fatt born in 1955?

Posted by DickyMe > 2024-04-06 00:19 | Report Abuse

RM 2 coming soon!

Posted by Zhuge_Liang > 2024-04-06 07:27 |

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Posted by Zhuge_Liang > 2024-04-06 07:39 | Report Abuse

Posted by dragon328 > 2 days ago | Report Abuse

Don't talk nonsense here lah.

To fund the data centre project, it will naturally be a combination of equity and debt funding.

Just like for the 1st phase with SEA Group, for the RM1.5b capex, YTLP has already secured RM1.3b of bank loans from Maybank and the likes, with the balance RM200m to come from equity money, for which YTLP had RM9.3b of gross cash in hand as of 31 Dec 2023.

For the AI data centre ventures, the development is gradual spanning over several years. For a total investment of USD3.0b or RM20b, equity requirement will be about RM4.0b for 80% gearing, for which YTLP will have no problem with its gross cash of RM9.3b.

Debt funding will not be a big issue too as YTLP has already demonstrated successful execution with the 1st phase data centre already completed by end Mar 2023 and revenue starting to flow in from this quarter. Lenders must have been happy with the projected revenue and debt service ability of the project before they decided to lend to YTLP for this project financing.

Posted by Zhuge_Liang > 2024-04-06 07:43 |

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Posted by Zhuge_Liang > 2024-04-06 07:46 | Report Abuse

Posted by dragon328 > 2 weeks ago | Report Abuse

Microsoft and Amazon may have their own data centres, but often it is more cost effective for them to outsource the building of AI data centre infrastructure to third parties like CoreWeave, Lambda or YTL Power.

FYI, Microsoft signed a multi-year contract with CoreWeave last June to build an AI data centre in the US. CoreWeave offers Nvidia GPUs that other companies like Microsoft rent out. CNBC has learned from people with knowledge of the matter that Microsoft has agreed to spend potentially billions of dollars over multiple years on cloud computing infrastructure from startup CoreWeave.

Similarly, YTL Power has the advantage of having the suitable site close enough to Singapore, large enough for installing the required solar power, and having the access to Nvidia's latest GB200 GPUs which will hit the market later this year. Cloud service providers like Microsoft, Amazon and Google will find it more cost effective and time effective to rent out from YTL Power data centre park in Kulai, rather than looking for land, getting local authority approvals, appointing sub-contractors to erect the basic infrastructure, mobilising own or third party teams to install the data centre equipment, and worst of all not having guaranteed access to Nvidia GPUs.

With the agreement with Nvidia hours ago to set up YTL AI Cloud, and with Jensen Huang promoting this new site at Kulai, I am confident that YTL Power will be able to secure some major customers for its AI data centre very soon.

Posted by Zhuge_Liang > 2024-04-06 07:49 |

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