Posted by OTB > 2024-05-06 08:58 | Report Abuse

The FBMKLCI closed at 1,589.59 on 3/5/2024 which is at 2 years high compared against 1,582.98 closed on 5/5/2022.
The mini bull in KLSE has started in 2024.

The below sectors will perform very well in 2024. They are
1. Utility (Power)
2. Data center
3. AI sector
4. Renewal Energy (RE).

YTLPower, YTL and Tenaga will perform very well in 2024.
Good luck.
Thank you.

Posted by MrFox > 2024-05-06 09:13 | Report Abuse

The REAL IS COMING!!!!!!!!!!!
Whispering words of wisdom!!!!
haha

Posted by troy88 > 2024-05-06 09:23 | Report Abuse

Long term uptrend for YTL group intact. No worries..

Posted by MrFox > 2024-05-06 09:23 | Report Abuse

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD
23 hours ago | Report Abuse
willtest new high this comingweek
whispering words of wisdom
4.69 done! New high!
u still doubt words of wisdom!!!???

haha

Posted by 2721 > 2024-05-06 09:23 | Report Abuse

4.89 new high, unstoppable

Posted by OnTime > 2024-05-06 09:24 | Report Abuse

.

Silent night, holy night
All is calm, all is bright...

Posted by Goldberg > 2024-05-06 10:13 | Report Abuse

YTL POWER - De-coding DC Earnings


Source : AmInvest

Stock : YTLPOWR
Price Target : 6.25
Price Call : BUY
Last Price : 4.88
/Downside : +1.37 (28.07%)

Investment Highlights

We maintain BUY on YTL Power International (YTLP) with a higher SOP-based fair value of RM6.25/share vs RM5.10/share previously. Our revised fair value implies FY25F PE of 16x and FY26F PE of 13x. We ascribe a 3-star ESG rating to YTLP.

Posted by troy88 > 2024-05-06 10:16 | Report Abuse

IBs one by one revising TPs up. All will get smashed

Posted by MrFox > 2024-05-06 10:38 | Report Abuse

10000 shares shorted 4.88

Posted by dragon328 > 2024-05-06 10:41 | Report Abuse

Maybank research latest report shows that foreign funds bought in a total of RM118 million worth of YTL Power shares in April 2024 alone and bought in a total of RM66 million worth of YTL shares.

Looks like this trend is continuing in early May 2024.

Posted by klee > 2024-05-06 11:11 | Report Abuse

Yes,every revision of target will be higher than the last.


Goldberg

YTL POWER - De-coding DC Earnings


Source : AmInvest

Stock : YTLPOWR
Price Target : 6.25
Price Call : BUY
Last Price : 4.88
/Downside : +1.37 (28.07%)

Investment Highlights

We maintain BUY on YTL Power International (YTLP) with a higher SOP-based fair value of RM6.25/share vs RM5.10/share previously. Our revised fair value implies FY25F PE of 16x and FY26F PE of 13x. We ascribe a 3-star ESG rating to YTLP.

Posted by OTB > 2024-05-06 11:23 | Report Abuse

@klee,
My target price at 6.30 is not very far off now.
Many naysayers laugh at me for such high target price.
Hope it can achieve in 2024.
Good luck.
Thank you.

Posted by dragon328 > 2024-05-06 11:24 | Report Abuse

Thanks Goldberg for the update from Ambank research.

Ambank analyst projects for a net profit contribution of RM835 million a year to YTL Power from 100MW of AI data centre from FY2026 onwards. That's more or less in line with CLSA projections and my own estimates.

Posted by Bernard85 > 2024-05-06 11:31 | Report Abuse

YTL Power will hit RM5 within this month 😋

Posted by Joker68 > 2024-05-06 12:11 | Report Abuse

https://www.cnbc.com/2024/05/05/ai-could-drive-natural-gas-boom-as-utilities-face-surging-electric-demand.html?__source=androidappshare

Posted by cmchan11 > 2024-05-06 12:18 | Report Abuse

https://theedgemalaysia.com/node/710397

Posted by MrFox > 2024-05-06 12:25 | Report Abuse

take 5 this week!!>
whispering words of wisdom!!!!!
haha

Posted by klee > 2024-05-06 12:26 | Report Abuse

Mr OTB,respect.

Posted by Invest_888 > 2024-05-06 12:27 | Report Abuse

Yes, stands above RM5 this week.

Posted by klee > 2024-05-06 12:29 | Report Abuse

5 is no brainer la....more likely 5.2 or above.

Posted by PresidentLOL > 2024-05-06 12:33 | Report Abuse

all of u wrong, today rm5 above ah.

Posted by rchi > 2024-05-06 12:35 | Report Abuse

Do you all know why?
The answer is in the cutting of petrol subsidies which will place the country on better financial footing ( No need become Sri Lanka 2)

Agjl > 13 seconds ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/05/06/foreign-inflow-to-bursa-malaysia-surges-to-rm106bil-net

Posted by rchi > 2024-05-06 12:35 | Report Abuse

However,be prepared for another round of inflation.

Posted by Goldberg > 2024-05-06 12:48 | Report Abuse

YTLP is in such a sweet spot- Water & Power.


The report also highlighted the need to improve the water and power industry in Johor, as some experts have flagged disruptions in both as areas of concern.

The data centre industry is both power and water intensive.

https://www.nst.com.my/business/corporate/2024/05/1046842/johor-now-largest-data-centre-market-malaysia-driven-investments

YTL Power has Water (Ranhill) and Power ( Green Solar Power). .

This may be big stumbling blocks to new Data Centre entrants to the Johore state.

Posted by dragon328 > 2024-05-06 13:50 | Report Abuse

To add to my note above, Ambank analyst assumes half of CoreWeave's leasing rate of USD4.25/GPU/hour for H100 chips, i.e. just USD2.13/GPU/hour in calculating the potential earnings of AI data centres to YTL Power. The analyst notes that the actual leasing rate of YTL Power could be higher than CoreWeave's as YTLP is offering Nvidia Blackwell B200 GPUs which are almost 25x faster than H100 chips.

Had he used the same rate as CoreWeave, the potential net profit contribution from the 100MW AI data centre to YTL Power could be as high as RM1.67 billion a year!

Posted by cgtan2020 > 2024-05-06 14:43 | Report Abuse

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95😁
AmInvest New TP 5.10 😁
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁

Summary of TP

Posted by MrFox > 2024-05-06 14:48 | Report Abuse

aiyo! u miss out MrFox tp = 5.50!!!!!!
haha

Posted by cgtan2020 > 2024-05-06 15:01 | Report Abuse

@MrFox sorry brother, will add in.

Posted by MrFox > 2024-05-06 15:02 | Report Abuse

whata feeling!!!!!!!!!!!!!!!!!!!!

haha

Posted by cgtan2020 > 2024-05-06 15:09 | Report Abuse

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95😁
AmInvest New TP 5.10 😁
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁

Summary of TP

Posted by 2721 > 2024-05-06 15:15 | Report Abuse

U missed my TP, RM27.21

Posted by OnTime > 2024-05-06 15:20 | Report Abuse

where's that rm20.58 tp?

Posted by Mabel > 2024-05-06 15:22 | Report Abuse

MrFox take 5 this week!!>
whispering words of wisdom!!!!!
haha
06/05/2024 12:25 PM

Haha this week Mabel will continue Goyang Kaki eating pop corns and watch as our Power Company continue to climbs...hihihi..

Life is sooooo beautiful when you are flying with the Magicians...

Meow

Posted by Raymond Tiruchelvam > 2024-05-06 15:23 | Report Abuse

All the TPs are trustable..... but I have some serious doubt on the last one..... kinda sleeky and foxy :-) LOL.... peace

Posted by dragon328 > 2024-05-06 15:55 | Report Abuse

CLSA latest target price for YTL Power was raised to RM5.10 from RM4.65 on 17th April 2024

Posted by Apple888 > 2024-05-06 16:24 | Report Abuse

Ytl power gogogo.
Faster break rm5

Posted by cgtan2020 > 2024-05-06 16:43 | Report Abuse

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95😁
AmInvest New TP 5.10 😁
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 😁

Posted by klee > 2024-05-06 17:15 | Report Abuse

Lai...
https://youtu.be/YaEG2aWJnZ8?si=IEyuovsDGsqeAilz

Posted by CapitalCraftsman > 2024-05-06 19:19 | Report Abuse

Unstoppable rally. Tomorrow it's reaching Rm5?

Posted by lefty88 > 2024-05-06 19:59 | Report Abuse

@cgtan2020, where is OTB target price ? :-)

Posted by klee > 2024-05-06 20:06 | Report Abuse

The more DC's the merrier,it just means more n more power will be needed.
Who else can supply power except the company with the word 'power' in its name,apart from tenaga?

Posted by cgtan2020 > 2024-05-06 20:48 | Report Abuse

@lefty88 sorry too many ularsawa missed out his TP @OTB what is your TP?

Posted by speakup > 2024-05-06 21:17 | Report Abuse

mesti baca ni: http://www.financetwitter.com/2024/04/jail-from-home-watch-how-crooked-najib-checkmate-pm-anwar-and-walks-away-with-backdated-addendum.html

Posted by Agjl > 2024-05-06 23:36 | Report Abuse

Metaverse….u thrash ytlp drom 3.70 until now close to RM5 liao still got grandmother stories to tell kah? Wakakakakak? U thrash philosopher kah? Wakakakakak…keep up the good work pls thrash talk til ot breach 5.50 ya. Kam sia. Hahahahahah

Posted by Agjl > 2024-05-06 23:40 | Report Abuse

https://thesun.my/business/microsoft-s-us-22-billion-investment-is-due-to-netr-rafizi-BG12419109

Posted by klee > 2024-05-06 23:47 | Report Abuse

Metaverse,better u post in Nvidia forum in usa.Lol.

Posted by OnTime > 2024-05-07 08:03 | Report Abuse

or he can move to zuckerberg's metaverse and stay there forever. Haiyoh. Correct?

Posted by jenson68 > 2024-05-07 08:28 | Report Abuse

Retest 5 , eat popcorn and enjoy the ride !! Good luck

Posted by 2721 > 2024-05-07 09:02 | Report Abuse

RM5 is coming to town

Posted by cgtan2020 > 2024-05-07 09:23 | Report Abuse

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95 ⚒
AmInvest New TP 5.10 😁
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 😁
@OTB TP 6.30 😁

update 9:23am 07-May-2024