Posted by cmchan11 > 2024-05-08 11:58 | Report Abuse

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

Posted by beinvested > 2024-05-08 11:59 | Report Abuse

RM4.97, another 3 sen

Posted by jenson68 > 2024-05-08 12:02 | Report Abuse

Above 5 soonest , gogogo !

Posted by cmchan11 > 2024-05-08 12:05 | Report Abuse

5.0000000

Posted by klee > 2024-05-08 12:05 | Report Abuse

WOOHOOOOOOOOO

Posted by beinvested > 2024-05-08 12:05 | Report Abuse

Emm.. RM5 already.

Posted by cmchan11 > 2024-05-08 12:06 | Report Abuse

Konnnichiwa…😁😁

Posted by Agjl > 2024-05-08 12:08 | Report Abuse

AI boom set to fuel data centre deals in Asia this year

Posted by Agjl > 2024-05-08 12:08 | Report Abuse

Follow and ride on the train and no need granmother stories

Posted by Agjl > 2024-05-08 12:09 | Report Abuse

https://finance.yahoo.com/news/ai-boom-set-fuel-data-023458743.html

Posted by Invest_888 > 2024-05-08 12:09 | Report Abuse

Yes, touched RM5.00

Posted by cmchan11 > 2024-05-08 12:09 | Report Abuse

Just ignore grandma…..

Posted by beinvested > 2024-05-08 12:10 | Report Abuse

RM5 all being purchased

Posted by Agjl > 2024-05-08 12:10 | Report Abuse

https://finance.yahoo.com/news/ai-boom-set-fuel-data-023458743.html

Posted by beinvested > 2024-05-08 12:10 | Report Abuse

scrambling to buy...

Posted by troy88 > 2024-05-08 12:11 | Report Abuse

Congrats to all YTLP and YTL holders. Another milestone reached. Much more to come..

Posted by Invest_888 > 2024-05-08 12:11 | Report Abuse

RM5.03 already hit my target.

Posted by beinvested > 2024-05-08 12:13 | Report Abuse

Exodus 18 -

2 After Moses had sent away his wife Zipporah, his father-in-law Jethro received her 3 and her two sons. One son was named Gershom,[a] for Moses said, “I have become a foreigner in a foreign land”; 4 and the other was named Eliezer,[b] for he said, “My father’s God was my helper; he saved me from the sword of Pharaoh.”

5 Jethro, Moses’ father-in-law, together with Moses’ sons and wife, came to him in the wilderness, where he was camped near the mountain of God. 6 Jethro had sent word to him, “I, your father-in-law Jethro, am coming to you with your wife and her two sons.”

7 So Moses went out to meet his father-in-law and bowed down and kissed him. They greeted each other and then went into the tent. 8 Moses told his father-in-law about everything the Lord had done to Pharaoh and the Egyptians for Israel’s sake and about all the hardships they had met along the way and how the Lord had saved them.

Posted by sultan > 2024-05-08 12:17 | Report Abuse

There are 5 elements in Chinese Wu Xing - Metal, Wood, Water, Fire and Earth. Do you know YTL Power International Berhad belongs to which element?

Posted by Agjl > 2024-05-08 12:22 | Report Abuse

https://theedgemalaysia.com/node/710640

Posted by Agjl > 2024-05-08 12:22 | Report Abuse

🤞🏻could it be this good news filtering through?? Just hope so. Cheers!

Posted by klee > 2024-05-08 12:24 | Report Abuse

Nvidia QR due 22/5,YTLP QR due 25/5
Insiders buying,Khazanah pushing....

Posted by stncws > 2024-05-08 12:25 | Report Abuse

good time now ! LOL

Posted by klee > 2024-05-08 12:27 | Report Abuse

Not forgetting getting Nvidia 's super computer in june.
Later konnichiwa RM6 ya.

Posted by MYOCBC > 2024-05-08 12:29 | Report Abuse

YES
towards 20

Posted by Agjl > 2024-05-08 12:29 | Report Abuse

Google to announce its investment in msia soon. Could it leverage on ytlp expertise to build its data center???? Hope so…

Posted by HumptyDumpty > 2024-05-08 12:32 | Report Abuse

CHICKEN..... RUNNNNN

Posted by 2721 > 2024-05-08 12:35 | Report Abuse

Unstoppable!

Posted by rchi > 2024-05-08 12:42 | Report Abuse

Klee is right,currently the most undervalued index stock is YTLP.Khazanah in its mission to support fbmklci has to buy YTLP.Love to see RM6 before the nvidia computer arrives.

Posted by xiaoeh > 2024-05-08 12:45 | Report Abuse

https://www.youtube.com/watch?v=4yGmyzl2pZE
逢周二马股聊天直播：马股总市值破2万亿！【2024.05.07】

wah...
read OTB sifu comments...

Posted by denialC > 2024-05-08 13:47 | Report Abuse

Happy, finally cross RM5.++

Posted by MrFox > 2024-05-08 14:33 | Report Abuse

Everyday new high!
Everyday wwss
Everyday change many pantteess!!!!
haha

Posted by beinvested > 2024-05-08 15:10 | Report Abuse

Buyers > Sellers.

Posted by beinvested > 2024-05-08 15:12 | Report Abuse

Sellers are of negligible

Posted by Agjl > 2024-05-08 16:09 | Report Abuse

Buying on mother is getting stronger than son…

Posted by HumptyDumpty > 2024-05-08 16:23 | Report Abuse

All snake in hole d ? Shorter don't dare to touch this counter d haha..

Posted by MrFox > 2024-05-08 16:27 | Report Abuse

because they know this is not a HumptyDumpty stock!!!!
haha

Posted by cktay > 2024-05-08 16:35 | Report Abuse

Data centers to run out of power in two years, says DigitalBridge CEO
https://www.lightreading.com/ai-machine-learning/data-centers-to-run-out-of-power-in-two-years-says-digitalbridge-ceo
Plenty of talk on Data centers, but it boils down to Power, Water and Land and YTLPower has it all.
“Amazon commits US$9b to double Singapore cloud investment” May 7, but S’pore may have to fall back on Johor. Either way YTLPower’s Seraya is in a sweet spot.
Ever wonder why Tenaga shot up recently. Also sweet spot of having excess capacity to supply data centers. You see the whole picture?

Posted by OTB > 2024-05-08 17:02 | Report Abuse

I think it is a good news for YTLPower.
YTLPower has water, green RE, land and data center in Kulai, Johor.
Good foresight by YTLPower management.
Very big tech stocks from the US or China will choose YTLPower data centers.
Good luck.
Thank you.

Posted by dragon328 > 2024-05-08 17:11 | Report Abuse

Some funds bought over 4.5 million shares of YTL Power at RM5.00 and above today, but retailers sold it down to 4.95 in the last hour or two. What a pity!

The data centre game is real as can be seen from so many news flows recently on big tech companies pouring in billions into Johor/Singapore on new AI data centres to be built over next 4 years.

YTL Power has all it takes to be a big player (up to 500MW) in the data centre business in the next 2-3 years. If all 500MW of data centres are taken up in next few years, potential earnings from data centre segment will be larger than earnings contribution from power generation and water segments.

Posted by MrFox > 2024-05-08 17:22 | Report Abuse

YTL Power has all it takes to be a big player (up to 500MW) in the data centre business in the next 2-3 years. If all 500MW of data centres are taken up in next few years, potential earnings from data centre segment will be larger than earnings contribution from power generation and water segments.

certainly lah!! for YTLP is REAL!!!!!!!!!!

haha

Posted by beinvested > 2024-05-08 17:27 | Report Abuse

2 months ago | Report Abuse

Yes. RM3.89/RM3.90 very shy to buy.

Even At RM3.92 was not easy to sell.

The funds from overseas do not queue, they just buy and settle the trades and be kept in the custody Services.

Stock
Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

2 months ago | Report Abuse

4PM here, Europe/Uk morning already, market opens - if it is true, good, let the foreign funds come in/take orders.

I RECALL the sharings 2 months ago. The Fund Manager bought without hesitation at that time.
NOW, RM5 already.

2 months later from today, if it can fetch RM6 and they are right in their projection and not speculation.

Posted by Goldberg > 2024-05-08 17:43 | Report Abuse

AMInvest are of the view that the net profit of the 100MW AI section of Johor DC could potentially be more than RM1bil per year.

Assuming a full take up of 500MW, the Johore AI DC the potential net earnings could potentially be a whooping RM5 billion per annum.

This is based on a net profit margin of 20% on revenue of RM7bil Our revenue estimate of RM7bil assumes a fee o US$2.13/GPU/hour and 78,431 GPUs (graphics processing unit). Our conservative assumption of US$2.13/GPU/hour is half of Coreweave’s charges of US$4.25/GPU/hour fo Nvidia’s H100 chip. YTLP’s fee could potentially be highe than Coreweave as the group would be using the latest Nvidia GB200 Grace Blackwell superchip

Based on Aminvest. research report- Decoding DC earnings.

https://klse1.i3investor.com/servlets/ptres/71246.jsp

Posted by Raymond Tiruchelvam > 2024-05-08 17:43 | Report Abuse

Affin Hwang TP comments on Tenaga "KUALA LUMPUR: Rising electricity demand from data centres (DC) projects and artificial intelligence (AI) will lift Tenaga Nasional Bhd's (TNB) long-term profitability. But they may have limited impact on TNB's immediate earnings, according to Affin Hwang Investment Bank. In Malaysia, TNB has received 74 supply applications from DC customers with total maximum demand in excess of 11,000MW (40.6 per cent of Peninsular Malaysia's installed capacity). "We do not expect all the projects to be implemented. TNB added that the group delivered electricity for nine DC projects with a total energy demand of up to 635MW in 2023," said Affin Hwang in a note today. For 2024, TNB expects to connect to nine DC projects with 700MW of total energy demand. In the long run, TNB sees potential maximum demand from DC in excess of 5,000MW by 2035 (18.5 per cent of Peninsular Malaysia's installed capacity). "We believe Malaysia will need to invest further in the power infrastructure and this should improve TNB's long-term profitability (via higher capex under the Income-Based Repayment framework)," it said.

Well, YTLP does not generate electricity in malaysia unfortunately (although they were the first IPP) but it does generate in Singapore, so im guessing the needs will be similar.... but not sure if powerseraya can increase capacity?

Posted by dragon328 > 2024-05-08 20:39 | Report Abuse

@Raymond, YTL Power has got sufficient land at Kulai to install solar power to power up the 500MW data centre it is building. For the first phase of 48MW with SEA Ltd., YTL Power is getting power supply from Tenaga as it does not make sense to install solar power just for 48MW. When the next data centre is ready, YTL Power shall install sufficient solar power for all the data centres.

Then YTL Power will be able to save a lot of electricity costs as the mean generating costs of solar power are in the range of 22 sen/kWh to 27 sen/kWh, while Tenaga is supplying electricity to all data centre operators at 59 sen/kWh.

It is now an opportune time for YTL Power to install solar power as solar penal prices have dropped by almost 80% since last year.

Posted by cktay > 2024-05-08 21:55 | Report Abuse

For people who do not understand what 500MW is ….
“Nuclear energy has been powering the U.S. grid for the past 6 decades and produces around 1 gigawatt of power per plant on average”
… so 500MW = half a nuclear plant
But instead of nuclear, it will be clean solar energy (with ESG and Renewable Energy tax credits)
And good timing too … China’s solar panel giants say prices are near the bottom
https://www.dailymaverick.co.za/article/2024-05-08-chinas-solar-panel-giants-say-prices-are-near-the-bottom/

Posted by Agjl > 2024-05-08 23:18 | Report Abuse

https://wccftech.com/nvidia-blackwell-dgx-gb200-ai-servers-enter-mass-production-by-h2-2024/

Posted by Raymond Tiruchelvam > 2024-05-09 00:00 | Report Abuse

i work in the energy sector, and and whatever you may know or have heard about solar and green energy are mostly not true. For example, solar energy is cheater than grid electricity? Is this true.... if we would all have converted our homes to solar panels and replaced Tenaga, but the fact is green energy is more expansive. Talking about solar we have CSP and PV, while PV is cheaper it does not have storage capability. What u produce needs to be consumed immediately.... and what happens at night?? You have to go back to the grid.... back to tenaga, and furthermore green energy si not continous and not stable, so you are back to grid again. Nevertheless, countries are promoting green energy not because of cost but because of being socially responsible and of course to prepare for times to come. In 100 years from now there will be no more coal and crude.... how then? Therefore.... anyone thinking green energy will fully power DC and AI DCs better think again. Im not saying it cannot help.... it can help reduce full dependency on grid.... thats all. End of the day.... this is all risks, and how do we manage it.

Posted by Agjl > 2024-05-09 07:27 | Report Abuse

https://markets.businessinsider.com/news/stocks/nvidia-is-de-facto-ai-standard-for-the-foreseeable-future-goldman-sachs-analyst-revises-share-price-expectations-1033339834

Posted by jeffchan1901 > 2024-05-09 07:40 | Report Abuse

Market cap of top 100 Bursa companies up RM175b year to date, more upside expected - The Edge

theedgemalaysia.com/node/710790?fbclid=IwZXh0bgNhZW0CMTAAAR0mFOXXAPRLwU2vkDdh7_jaq5vDwx4y8cGp8yGgMtYBco62tE0Cwzql2Uk_aem_AfqLRkmFeguCGhaJL5oIa11aX_AbUrQoeRMnQAJUCQAxL2mGlNxPUvvBlaI54sIxhwttwrA0VoMtg5weNwdQdpv0