Posted by rchi > 2024-04-12 12:47 | Report Abuse

Ular,got one old time fortunebull ,u remember?
He is now full time promoting johor real estate to sporeans,n left i3 cos no time for stocks anymore.

Posted by rchi > 2024-04-12 12:48 | Report Abuse

If money wants come into johor,Agung will be most happy la.Lol.

Posted by Zhuge_Liang > 2024-04-12 14:35 |

Post removed.Why?

Posted by OTB > 2024-04-12 14:43 | Report Abuse

Posted by dragon328 > 1 month ago | Report Abuse

YTL Power share is going through consolidation now after surging some 60% YTD due to aggressive foreign buying in early January 2024. It is hence entirely normal for early investors including some short term foreign funds to lock in some profit, but I do not believe these funds have completely exited, as seen from statistics that foreign funds bought in a total of RM150m worth of YTL Power in the month of February, ahead of the inclusion of YTL Power into MSCI.

Many investors have missed out on the rally of YTL Power, including the majority of local analysts and local institutional funds. It is only natural for them to hope for a bigger correction in YTL Power share price in order to get into this promising company.

I do not know how much and how long the correction may take for YTL Power share price, so I don't really bother to look at the daily share price movements, but always fall back to fundamentals.

Naysayers and those who missed out earlier on YTL Power are telling all sorts of negative comments like over-valued counter lah , big funds dumping lah, AI data centre venture with Nvidia has no detail announced lah, YTL Power earnings will see big drop in earnings from FY2025 lah, blabla bla.

I would just ignore such noise and get back to the facts and figures:

YTL Power remains the cheapest utility stock in Bursa with forward PER of just 9.0x, compared to over 20x PER for Tenaga, PetGas, GasMalaysia, Dialog etc.

YTL Power is set to deliver another record earnings for FY2024 ended June with net profit of over RM3.0 billion from RM1.9 billion in FY2023, even the most conservative Maybank analyst projected a net profit of RM2.986 billion for FY2024. That's for a superb 57% increase in net profit y-on-y. Which big cap in Bursa could possibly deliver such a huge profit jump in a year??

With so many new projects taking off in months to come, YTL Power earnings will continue to grow in FY2025 and beyond:

1) Wessex Waters to turn around from April 2024
2) Jordan Power to deliver full PPA earnings from early 2024
3) Yes 5G to break even by end 2024
4) digital bank to start contributing profit in 2-3 years or by 2027
5) WTE plant to start contributing profit from 2027
6) PowerSeraya new 600MW hydrogen ready CCGT to start contributing profit from 2028
7) UK Brabazon property project to contribute meaningful profits from 2025
8) 1st phase data centre with SEA Group to start contributing profit from 2H 2024
9) 1st phase AI data centre with Nvidia to start contributing profit from end 2024
10) potential clinching of new solar power project in Malaysia from new LSS tenders

There may be a lull of 2-3 months before the new profit contribution can be seen in 2H 2024, so it gives an opportunity for shorties and those who want to buy cheaper to smear the image of YTL Power and to play down on its earnings prospects.

I would just stay put with my holdings on YTL Power and may add positions if share price falls further to unreasonably cheap levels.

Posted by ks55 > 2024-04-12 14:43 | Report Abuse

Talk so much what for?

See how YTLP share price vs Crescendo, Plenitude, Poh Kong, Glomac, Paramount tomorrow, and week after. You will see no matter how much promotion was done still has no effect on its share price. Drawing table size cookies in the air won't help.

YTLP : https://klse1.i3investor.com/servlets/stk/chart/6742.jsp
Crescendo : https://klse1.i3investor.com/servlets/stk/chart/6718.jsp
Plenitude : https://klse1.i3investor.com/servlets/stk/chart/5075.jsp
Poh Kong : https://klse1.i3investor.com/servlets/stk/chart/5080.jsp
Glomac : https://klse1.i3investor.com/servlets/stk/chart/5020.jsp
Paramount : https://klse1.i3investor.com/servlets/stk/chart/1724.jsp
11/04/2024 3:02 PM




YTLP is hopeless now. No matter what you want to say, its share price just not moving.
When it cannot go up, it must come down !

For those claimed already made a million, so should stay away or your profit will be taken back just like HYR.

Posted by OTB > 2024-04-12 14:46 | Report Abuse

Posted by dragon328 > 1 month ago | Report Abuse

Naysayers and those who missed out earlier on YTL Power are telling all sorts of negative comments like over-valued counter lah , big funds dumping lah, AI data centre venture with Nvidia has no detail announced lah, YTL Power earnings will see big drop in earnings from FY2025 lah, blabla bla.

I would just ignore such noise and get back to the facts and figures:

Posted by EngineeringProfit > 2024-04-12 14:56 | Report Abuse

Pause squabbling here for a season. For those who missed the star horsey mahsing race, try to ride on dufu. Huat ar....cheers!!

Posted by KLV868 > 2024-04-12 14:59 | Report Abuse

Dragon328 @ "I am not discounting the possibility that while the share price of YTL and YTLP are holding steady, local funds may approach YTL and YTL Power for a private placement of 2% to 3% stake at a discount to market prices, or are just accumulating quietly in the open market before the next good news to push it to higher level."

There is high possibilities about this corporate move. Finger crossed.

Posted by ks55 > 2024-04-12 14:59 | Report Abuse

Paramount also coming into the race.
YTLP already drop out.

Posted by OTB > 2024-04-12 14:59 | Report Abuse

Posted by HuatRex1314 > 1 month ago | Report Abuse

Ks55, why are u so busy body? Watch too many marvel or DC movie? Want to be hero to save all of us from being manipulated by the posting here? Here sharing all about facts. If u want to bull shit make sure u have at least shit to show. Time is money. Pleasure your life. Don't waste your time. God bless u.

Posted by ks55 > 2024-04-12 15:01 | Report Abuse

Talk so much what for?

See how YTLP share price vs Crescendo, Plenitude, Poh Kong, Glomac, Paramount tomorrow, and week after. You will see no matter how much promotion was done still has no effect on its share price. Drawing table size cookies in the air won't help.

YTLP : https://klse1.i3investor.com/servlets/stk/chart/6742.jsp
Crescendo : https://klse1.i3investor.com/servlets/stk/chart/6718.jsp
Plenitude : https://klse1.i3investor.com/servlets/stk/chart/5075.jsp
Poh Kong : https://klse1.i3investor.com/servlets/stk/chart/5080.jsp
Glomac : https://klse1.i3investor.com/servlets/stk/chart/5020.jsp
Paramount : https://klse1.i3investor.com/servlets/stk/chart/1724.jsp
11/04/2024 3:02 PM

Posted by ks55 > 2024-04-12 15:02 | Report Abuse

Not moving up, must come down lor.

Posted by dragon328 > 2024-04-12 15:04 | Report Abuse

I always think that i3 is a platform for us to share useful information among retail investors so that we get more clues on which stocks to buy ahead of the foreign funds and local funds.

What we write and post here does not have any impact on the share price of big caps like YTL or YTL Power, as the shares traded everyday are in tens of millions. What we buy or trade hardly moves a needle.

But for small caps like KSL or Crescendo, share price may move fast even only retail investors are trading the counters, so we must be more responsible in what we post.

Hence I find it strange for some parties trying to talk bad on YTL Power in this forum, as such effort will come to nothing. On the other hand, what I write here also will not have any impact on YTLP share price, no matter how I promote it.

What I am trying to do is just give a reasonable projection on what to come for YTL and YTL Power based on my own analysis on how earnings outlook will be and how the market may value it, hence my projection for 15x PER eventually.

It may or may not achieve that kind of valuation, as it also depends on foreign fund flows in and out of Bursa (which itself depends on a lot more other factors like US Fed interest rate cycle, ringgit movement outlook, the country fiscal positions and policy, any external black swan events etc.) and whether the company and each of its subsidiary can perform as expected.

Based on my years of following the company's management and corporate moves, I have reasons to believe that the company will do well in the near to medium term looking at the various initiatives it has undertaken. Hence I will just hold onto what I have on YTL and YTL Power without taking any profit as yet, as it is hard to find another big cap stock which has as good prospects as YTLP and YTL.

I just quote what Warren Buffet has said, he is "quite content to hold any security indefinitely, so long as the prospective return on equity capital of the underlying business is satisfactory, management is competent and honest, and the market does not overvalue the business."

I believe the prospective return on capital for YTLP is good and improving in next 2-3 years, and always believe the the management is competent in what they are doing, and think that the stock is not over-valued, so I just hold on until it rises above what I think it has become over-valued, or else I just keep them as long term dividend stocks.

As such, I would advocate for rational and responsible postings here, and for long term investments. And we should always be open to more investment ideas like PBA (which suffers a temporary setback now) and Crescendo / KSL now, though I did miss out on SP Setia at below RM1.00.

See it is absolutely possible for some of us as retail investor to beat the market and foreign / local funds, eg. we bought into YTL at RM0.52+, YTL Power at RM0.70-1.10, Crescendo at RM1.50, KSL at RM1.00-1.50 way before funds came in.

Finally, I welcome anyone who can share good info on any stock that you think will fly, so that we can all make money together.

Remember it is not a zero sum game among retail investors here, we are here to win money from funds by buying good stocks low ahead of funds and sell high to funds when they realise the deep values of the stocks we invested in.

Posted by ks55 > 2024-04-12 15:07 | Report Abuse

Talk so much what for?

See how YTLP share price vs Crescendo, Plenitude, Poh Kong, Glomac, Paramount tomorrow, and week after. You will see no matter how much promotion was done still has no effect on its share price. Drawing table size cookies in the air won't help.

YTLP : https://klse1.i3investor.com/servlets/stk/chart/6742.jsp
Crescendo : https://klse1.i3investor.com/servlets/stk/chart/6718.jsp
Plenitude : https://klse1.i3investor.com/servlets/stk/chart/5075.jsp
Poh Kong : https://klse1.i3investor.com/servlets/stk/chart/5080.jsp
Glomac : https://klse1.i3investor.com/servlets/stk/chart/5020.jsp
Paramount : https://klse1.i3investor.com/servlets/stk/chart/1724.jsp
11/04/2024 3:02 PM

Posted by ks55 > 2024-04-12 15:10 | Report Abuse

At least newbies won't get trapped for table-size cookies drawing in the air.

Making money is important.
Not losing money is more important !

Posted by DickyMe > 2024-04-12 15:14 | Report Abuse

Property development is the destruction of fertile agricultural land. Thus, creating artificial shortage of food supply and denying animals of their habitat. Greed of humans is the cause of extinction of many living beings. They are proud of pigeon hole homes and drown in false satisfaction of living in cubicle similar to prisoner cells. The difference between city dwellers and prisoners is, prisoners don't pay. They create a living atmosphere, full of stress, pretend to be busy and abandoning their parents, cry over booming living expenses for basic necessities. When they get a few days off they run out outskirts and yearn for peaceful life which they destroyed. Silly educated fellows.

Posted by LimPek > 2024-04-12 15:15 | Report Abuse

Maybe some promoters already sold 50% of their holding. For them the shares on hand are free tickets, they can take the risk for any major correction.

For newbie just going to buy now, don't risk your capital for 15% to 30% gain, the risk for you could be 50% lost.

Posted by dragon328 > 2024-04-12 15:17 | Report Abuse

YTL Power is still very much undervalued, despite the strong rally in share price in past 1 year.

I particularly disagree with the notion by some parties that YTLP is over-valued, as they are not able to come out with any figures to show. Whatever valuation matrix you use, and whichever big cap you use to compare, YTLP is way under-valued.

If it were over-valued, the share price would have fallen to RM3.00 or below. Why after over 2 months of hitting the peak of RM4.24, the share price still could hit RM4.17 earlier this week? And the buying volume on that day was very high, estimated to be over 10 million shares that bought into the stock from RM4.05 to RM4.17. That was not the kind of volume either you or me or any retail investor could buy. Hence I suspect it was by some local funds.

Posted by dragon328 > 2024-04-12 15:21 | Report Abuse

If you are not comfortable with the current share price level, just sell off and move over to other counters, and not talk non sense here.

Newbies are also not advised to buy into this counter now if they are not comfortable with the strong price rally in past 1 year.

Posted by ks55 > 2024-04-12 15:21 | Report Abuse

Why no SWOT analysis?

Posted by ks55 > 2024-04-12 15:22 | Report Abuse

Just focus on your 'strength' will bring punters to holland.

Posted by dragon328 > 2024-04-12 15:25 | Report Abuse

share price is under selling, and so I will stop writing anything until it stabilises.

The bear has got the upper hand for now.

Posted by dragon328 > 2024-04-12 15:27 | Report Abuse

The IBs are at work pressing down the share price ahead of call warrants expiring next Friday and April end, so the share price will probably be capped til April end. Nothing much to share and write before then.

Posted by beinvested > 2024-04-12 15:53 | Report Abuse

C32 expiring on 30 Apr 2024.

Exercise value RM1.50 , Exercise Ratio 3 : 1 , C32 RM0.83 a unit , Premium RM0.04

When it was issued even at RM0.20 by the IB, say 3 months ago, now they need to buy back at RM0.83 a unit which causing a huge losses.

Didn't the IB got booked the normal shares to secure their position if the normal shares went up further and further from RM1.50 which is the Exercise Price?

If the IB did not book the normal shares then the most they can make is that RM0.20 for each unit of Warrant. On the other hand, now that the normal share is RM4 a unit, the losses is RM0.63 for each unit.

High risk for the gain.

Posted by beinvested > 2024-04-12 16:03 | Report Abuse

It was promoted as a way to allow the small investors to participate in the equity market if the they don't have the sufficient funds to buy the board lots from the normal shares.

However, there is a way to minimize the profits made by those small warrants holders before the expiry of those warrants, by pressing down the price of the shares.

Posted by Mabel > 2024-04-12 16:37 | Report Abuse

Thank you dragon for your valuable insights. Here is Mabel's key takeaways..

Many investors have missed out on the rally of YTL Power, including the majority of local analysts and local institutional funds. It is only natural for them to hope for a bigger correction in YTL Power share price in order to get into this promising company. So Mabel will continue to HOLD, the remaining share after locking profits recently and will not hesitate to add when it matters.

YTL Power remains the cheapest utility stock in Bursa with forward PER of just 9.0x, compared to over 20x PER for Tenaga, PetGas, GasMalaysia, Dialog etc.

YTL Power is set to deliver another record earnings for FY2024 ended June with net profit of over RM3.0 billion from RM1.9 billion in FY2023, even the most conservative Maybank analyst projected a net profit of RM2.986 billion for FY2024. That's for a superb 57% increase in net profit y-on-y. Which big cap in Bursa could possibly deliver such a huge profit jump in a year??

With so many new projects taking off in months to come, YTL Power earnings will continue to grow in FY2025 and beyond:

1) Wessex Waters to turn around from April 2024
2) Jordan Power to deliver full PPA earnings from early 2024
3) Yes 5G to break even by end 2024
4) digital bank to start contributing profit in 2-3 years or by 2027
5) WTE plant to start contributing profit from 2027
6) PowerSeraya new 600MW hydrogen ready CCGT to start contributing profit from 2028
7) UK Brabazon property project to contribute meaningful profits from 2025
8) 1st phase data centre with SEA Group to start contributing profit from 2H 2024
9) 1st phase AI data centre with Nvidia to start contributing profit from end 2024
10) potential clinching of new solar power project in Malaysia from new LSS tenders

To Our Success !

Meow Meow Meow

Posted by Felix888999 > 2024-04-12 16:54 |

Post removed.Why?

Posted by Felix888999 > 2024-04-12 16:57 | Report Abuse

Wow YTLP last minute closed at lowest for today. Big players are dumping last minute.

Posted by Felix888999 > 2024-04-12 17:06 | Report Abuse

Maybank just downgraded YTLP with TP 4.00 based on SOP valuation. The latest Maybank IB report stated Singapore Seraya has already reached peak momentum.

Posted by Felix888999 > 2024-04-12 17:38 | Report Abuse

Big boss just bought 3 million ESOS shares.

What is his ESOS option price? 0.56?? Banyak bagus lah.

Posted by Felix888999 > 2024-04-12 18:15 |

Post removed.Why?

Posted by serbatipu > 2024-04-12 18:19 | Report Abuse

Pancit liao, yes please come down to 3.6 again, from there sail back to banker tp4.0, haha

Posted by LimPek > 2024-04-12 18:24 |

Post removed.Why?

Posted by Alan108 > 2024-04-12 22:28 | Report Abuse

If I am the investment head of the IB that issue the early YTL P warrant and with minimum cover. I have to get few guys talk nonsense and nasty in the blog ,so that to shy away any new buying in the YTLP , and by doing so the IB can push down the share price .

Posted by Ron90 > 2024-04-12 22:52 | Report Abuse

Big player start dumping..coz YT7 is mader staunch supporter (MUD4 funder).. same boat like chocolate D14M.. sooner or later jer. ..under radar. All problematic govt contract involve this fella. Ipp. Bestarinet, etc.

Posted by LimPek > 2024-04-13 10:53 | Report Abuse

I checked YTLP last annual report, outstanding ESOS total 225 million shares. Out of this 225 million ESOS shares 203 million with exercise price just 0.56.

Wow the big boss and senior management jia beh liao loh.

Posted by LimPek > 2024-04-13 10:56 |

Post removed.Why?

Posted by LimPek > 2024-04-13 11:04 |

Post removed.Why?

Posted by LimPek > 2024-04-13 11:33 |

Post removed.Why?

Posted by ks55 > 2024-04-13 11:41 | Report Abuse

Many promoters say at 4 ringgit still very cheap mah.
It will go to 6.30, then to 8 ringgit and perhaps 10 ringgit.

#FY 2025
I assume 50% earnings in FY 2025.
EPS = 0.143
Old business, EPS = 0.42
Total EPS = 0.563
PER = 10, Target price = 5.63
PER = 15, Target price = 8.45

FY 2026
EPS = 0.286
Old business, EPS = 0.42
Total EPS = 0.706
PER = 10, Target price = 7.06
PER = 15, Target price = 10.60#

I would prefer to use Theory of Probability within 6 months time frame.

For YTLP to move from 4 ringgit to 6 ringgit, appreciation of 50%. What is the probability.

For Paramount to move from 1.15 to 1.70, up by 50%. What is the probability?

Posted by ks55 > 2024-04-13 11:48 | Report Abuse

If I use Crescendo, Plenitude or Poh Kong, 50% appreciation must have been achieved for past 2 months, or may achieve in next month or so.

Posted by LimPek > 2024-04-13 12:13 |

Post removed.Why?

Posted by LimPek > 2024-04-13 13:14 |

Post removed.Why?

Posted by klee > 2024-04-13 13:27 | Report Abuse

Johor property hot like taylor swift,this is the only bright spot for msia.
The reason...the mighty spore $...sama2 ytlp when rm1.1 la.
Now HK is no more ,Spore is the replacement world financial centre.Likewise johor will replace shenzhen.

Posted by klee > 2024-04-13 13:29 | Report Abuse

Congrats to early bird johor property stks buyers.Welcome to KSL for those who have missed.

Posted by PureBULL ... > 2024-04-13 13:48 | Report Abuse

STOCK INVESTING IS A LIFE-LONG BIZ

Never depend on others for stock tips, both paid n FOC.
If u ever made big money in a stock = never do u have to thank that person.
Instead thank urself for that Confidence to take Risk n the Courage to seize that Opportunity.

Then try to learn well the price Location pt of that stock u make money in.
bnl, GWS in msia fly high in 2 halves.
1st round from std 4 to std 6 after IM at std 3 = 2 to 8 weeks to prepare to pass PTS.
we take risk to hoot at after std 3 on passing of PTS.

then v few GWS like ytlp can hv the fin energy to scale new HH to
2nd round from Form 1 to Form 6 after a meaningful CN.

TIS the Perfect stock Template to BIG money:
https://www.tradingview.com/x/lI7T7hls/

NB:
our giant ib CIMB wants us all to make BIG money in stocks.
its message today.
Weekend Quote:

I don’t fear the man that has done 10000 kicks one time. I fear the man that has done 1 kick 10000 times. - Bruce Lee

Practice practice practice! It is similar to trading. You got to be a specialist!
+++++++++++++++++++++++++++++
Earlier in the week, we were fortunate enough to have met up with a few individuals who really made it trading the markets.

What we can gather is that they were consistent in their process/method. They are the ones that Bruce Lee mentioned about - they are the specialist!

Despite being successful, they were still looking for ways to improve. But only after they have trained their ‘kicks’ 10000 times.

Note: they already know the ins and outs of their own daily process/method. Beginners should try to avoid hopping from one method to another.

Posted by moncmondo87 > 2024-04-13 15:04 | Report Abuse

I would add to what dragon328 and Mabel shared yesterday ...
Per recent Annual Reports, YTL Power delivered the following PAT - RM2.032bil (FY23) and RM1.454bil (FY22), nearly 40% increase year-to-year. 1HFY24 so far RM1.710bil, and if 2HFY24 matches 1HFY24, then RM3.42bil amounts to yet a further 68% increase in PAT, year-to-year ! So the big question is - how would it be possible for the company to sustain a continuing sizable PAT annual growth of the same order into FY25 and FY26 ?? Very unlikely, you would say ..
But ... if we assume a modest RM25mil qtrly PAT increase from now to say mid-2026, projected annual FY26 PAT would reach RM4.05bil or so (a modest 18% growth over two years no doubt ) which, at a target price of say RM6 (addl 50% above current market share price range) equates to a projected PER of 12x; not a challenging PE ratio if you are prepared to wait for two years to gain a further RM2 (RM6 minus RM4) upside. And I have NOT even included any dividend payout benefit !.
A RM25mil PAT increase per qtr going forward is very modest - from RM850mil per qtr now to say RM1,050mil per qtr by mid-2026 - given the many many project developments just undertaken and into the future; dragon 328 and many others have alredy listed them over the past months at this investor blogsite.
So, if you are looking to invest in or holding YTL Power for a quick fix, then I suggest you move on elsewhere. However, if you can sustain your holdings for 1-2 years, along with the prospect of regular ongoing dividends, then this is for you.
Given the stream of new projects and investments, sustained further by contributions for the existing assets in Singapore, the UK, Malaysia and Indonesia, surely a quarterly inremental PAT growth of RM25mil is possible ..
Happy to share my PER projections via Member Services to the true believers... Happy investing

Posted by HuatRex1314 > 2024-04-13 15:12 | Report Abuse

Lolz u think u write it will cause panic selling? Overestimate your influence? None of people here respect your view, just a trash talked here

Posted by UlarSawa > 2024-04-13 15:25 |

Post removed.Why?

Posted by Exorcist > 2024-04-13 18:06 |

Post removed.Why?