Posted by NatsukoMishima > 2024-05-16 08:40 | Report Abuse

Ytlpower TP RM 12
RANHILL TP RM 5
VSTECS TP RM 3-6-11-50

Posted by MrFox > 2024-05-16 09:02 | Report Abuse

MrFox
new highs coming soon!!!!!

whispering words of wisdom!!!!

haha
8 hours ago

2.211 done!
New high!

Posted by MrFox > 2024-05-16 09:06 | Report Abuse

freedomfund@@
u sold because u doubt words of wisdom???!!!!!!

Haha

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

don't rub it in, haha.

Posted by MrFox > 2024-05-16 09:17 | Report Abuse

U have a lot $$$ now! So how u use it?
follow me , follow the words of wisdom!!!
Buy back! U sure to wwss again!!! Or
Look at 0025….sure free Starbucks Or
Go ahmoing, to help the ahmois!!! A charitable act!!

haha

Posted by MrFox > 2024-05-16 09:20 | Report Abuse

freedomfund@@
whispering words of wisdom !!!!!
Haha

Posted by 2721 > 2024-05-16 09:22 | Report Abuse

Unstoppable~

Posted by MrFox > 2024-05-16 09:23 | Report Abuse

freedomfund@@
5.28!!
Again new high!!!
whispering words of wisdom !!!!!
u still doubt!!!??
haha

Posted by troy88 > 2024-05-16 09:24 | Report Abuse

Powering to RM6+ eventually..

Posted by redhotpepper > 2024-05-16 09:49 | Report Abuse

All I can say is this counter is once in a lifetime, so you decide. Not every day got such stock with such good fundamental.

Posted by yewnamhung > 2024-05-16 09:50 | Report Abuse

興旺發 !!!!!

Posted by dragon328 > 2024-05-16 09:50 | Report Abuse

@freedomfund, you sold off your holdings of YTL Power thinking that it is over-valued at RM5.00. But we do not think so. YTL Power is one of the cheapest blue chips in Bursa, trading at forward FY2025 PER of just 11x based on my estimate and also Macquarie/Hong Leong analysts' projections.

It is perfectly fine for each side to express own views here, but please support it with facts and figures.

Show me how you arrive at the view that the counter was over-valued at RM5.00. Simply based on the fact that the share price has gone up 7 times in past 1 year??

FYI, great company stocks like McDonalds, Coca Cola and Microsoft shares had gone up 50 times or 200 times in 10-20 years. Had you sold off after the share went up by 7x, you would have missed out on the subsequent bigger rally.

I would just hold onto a stock as long as its fundamentals are intact, valuation is still cheap and earnings are still growing, irrespective of how much the share price has gone up before.

Posted by dragon328 > 2024-05-16 09:59 | Report Abuse

If you read the Macquarie report carefully, the projections show that YTLP EPS will rise to over 50 sen in FY2026 then over 62 sen in FY2029. Even if I apply a PER of 12x, the share price should be rising to RM6.00 by FY2026 and RM7.44 by FY2029.

I am arguing for a fairer PER of 15x for a blue chip with growing earnings, so I expect the share price should be trading at RM7.50 by FY2026 and RM9.30 by FY2029.

Had you sold off at RM5.00 after earning a RM4.00 profit after holding for 30 years or so, then you would miss out another RM4.00 gain in next 5 years. Nobody could guess it right and sell at the peak. Long term investment gives you the certainty of returns with compounding effects.

Posted by Permutation > 2024-05-16 11:29 | Report Abuse

@freedomfund, thank you for your "balanced view".
My simple calculation of YTLP fair value is to assigned a PE of 15 to the est EPS of 40sen for the FY June 2024. That give me a fair value of RM6. For FY 2025 and 2026 , you will have income from DC as well. The income may not be able to assess with certainty but it will be surprise on the upside and possible hugh.
I would go along with dragon328 analysis that the upside is still hugh. YTLP at RM5 now is by no means overvalued.

Posted by cgtan2020 > 2024-05-16 12:02 | Report Abuse

@freedomfund Congratulations to you for your superb investment since IPO. I bet it is free shares for you. Enjoy your fruits of the long haul investment. Overvalue or undervalue is difference for different people. For some it maybe overvalue, for some it is fair value or overvalue. I always belief sell some and keep some for profit to grow. you will never know how high it can go.

Posted by Agjl > 2024-05-16 12:05 | Report Abuse

https://theedgemalaysia.com/node/711776

Posted by Agjl > 2024-05-16 12:08 | Report Abuse

Happy for those who have sold off and made a gain either fat or thin gain. Also happy for those who had sold off after a long holding period withll rhe dividends and capital gains. Cheers to u! Kindly take your gain and search for your next green pastures…..and leave this for good.. your advise and opinion is respected and so do respect all the believers here.
Personally, i dun think YTLP at this price level is ovee valued.. like foxy says, the best if yet to come. Words of wisdoms. Hahaha

Posted by Agjl > 2024-05-16 12:16 | Report Abuse

My price levek is abt the same as some long term holder of some individuals and i have been holding for about 2 years….yes, its a big gain and i can sell and laughting all the way to the bank like our buddy OTB says all the time….but please ask yourself, where m i gona put all the $ that i gain from ytlp? To another gems? To bank? To unit trust? To US treasury? At the moment i still cant find the destination to park the gains IF i sell all! So this is the problem. Wher to find such a growing company with undanding valuation, in my view??? Please let me know if anyone could suggest. Cheers!

Posted by MYOCBC > 2024-05-16 12:17 | Report Abuse

@dragon328
👍👏👏
It’s always enlightening reading Dragon’s power packed analysis

Posted by MYOCBC > 2024-05-16 12:20 | Report Abuse

AI the beast’s MARKET SIZE

The global AI market is valued at over $196 billion.
AI industry value is projected to increase by over 13x over the next 7 years.
The US AI market is forecast to reach $299.64 billion by 2026.
The AI market is expanding at a CAGR of 38.1% between 2022 to 2030.
By 2025, as many as 97 million people will work in the AI space.
AI market size is expected to grow by at least 120% year-over-year.
83% of companies claim that AI is a top priority in their business plans.
Netflix makes $1 billion annually from automated personalized recommendations.
48% of businesses use some form of AI to utilize big data effectively.
38% of medical providers use computers as part of their diagnosis.
Artificial Intelligence Market Size

The AI market is worth around $196.63 billion (GrandViewResearch)

As of the latest available data from 2023, the global AI market is worth $196.63 billion. That's an increase of around $60 billion since 2022. This is primarily thanks to increasing practical use cases of AI technology, from content creation to self-driving cars.

The global AI market is expected to reach $1.81 trillion by 2030 (GrandViewResearch)

While the current AI market is sizeable, it's set to grow by over 13x over the next decade or so.

During this forecast period, the AI market is predicted to increase by a CAGR of 38.1%

Posted by redhotpepper > 2024-05-16 13:53 | Report Abuse

Just imagine Maikosott launched their CoPilot. So it is the year if AI, the road ahead is just started. All also need hebat2 computing pawer. All these can be income to DC.

Posted by sultan > 2024-05-16 14:08 | Report Abuse

Thank you folks for your input.

Posted by MrFox > 2024-05-16 14:20 | Report Abuse

yes, Copilot is a cloud run software!!!!

Posted by Agjl > 2024-05-16 14:47 | Report Abuse

There is a roadblock at 5.20. Come on lets bulldoze it down!! Cheers!

Posted by dragon328 > 2024-05-16 15:18 | Report Abuse

Mr. OTB, congratulations on being the champion in the competition. You should just thank yourself for having the faith in the YTL group of companies and for having the patience of holding on for so long.

The important thing is everybody who got in at around RM1.30 last March 2023 has made some good money from this counter, whether you decided to take profit at RM2.30 or RM4.20 or RM5.00.

For those who choose to hold on, I am confident this counter will reward you with another 30% to 50% upside by 2026 and 80%-100% upside by 2030.
--------------------------------------------------------------------------------------------
Dear dragon328,

The above article, I extract it from Sslee's blog : 6 months, 12 months and 18 months ROI contest. https://klse.i3investor.com/web/forum/forum-thread/608595869

I remain the champion in this competition because I selected YTLPower.

Please note that the share price of YTLPower moved past 5.00 before Mar 2025.
You have done a good job to benefit all readers in YTLPower forum.
I appreciate it.
Thank you.

Posted by MrFox > 2024-05-16 15:18 | Report Abuse

thes nake released from prison malu datang sini!!
lauff me die!!!!!

Posted by dragon328 > 2024-05-16 15:23 | Report Abuse

For those who have decided to take profit on YTL or YTL Power, you can take a look at other under-valued counters: AEON, Genting, IOIPG, KSL, Mcement and PBA.

I won't write too much here, but you can refer to my analysis on each stock in their respective forum. Happy investing!

Posted by Agjl > 2024-05-16 16:32 | Report Abuse

https://wccftech.com/nvidia-blackwell-gpus-cost-up-to-35000-usd-ai-servers-3-million-gearing-for-next-gold-rush/

Posted by dragon328 > 2024-05-16 16:46 | Report Abuse

wow Nvidia GB200 GPUs are priced at US$60k to 70k each, doubling from its earlier H100 chips

Posted by dragon328 > 2024-05-16 16:49 | Report Abuse

I think analysts will need to revise up YTLP's AI data centre capex and revenue line accordingly, as most are pricing in US$30k to 40k per GB200 GPU.

This would mean an almost 100% uplift in revenue line and pretax profit from AI data centres.

Posted by winnie winniefoo > 2024-05-16 17:05 | Report Abuse

Mcement oso YTL subsidiary right

Posted by ValueInvestor888 > 2024-05-16 17:35 | Report Abuse

Thank you dragon328. I think every investor of YTL and YTLP is laughing to the banks. So far this is the best bet in my portfolio last year and this year.

Posted by Raymond Tiruchelvam > 2024-05-16 17:41 | Report Abuse

@dragon328 ... while I understand the 100% uplift in trhe revenue line - as this incremental hardware cost will be billed to the customer, but I dont see why the same will result in increased pretax profit? This is only a pass thru cost..... meaning an incremental cost is passed on to the customer, its a zero sum equation.... but if unable to pass on 100% of teh cost to customer then worse.... ytlp must bear portion and this will reduce the profits..... am i getting this right? ...peace

Posted by Agjl > 2024-05-16 17:41 | Report Abuse

Yea dragon, with the latest pricing of the chips and server, revenue should be revised….i read this article and cant wait to share…

Posted by Agjl > 2024-05-16 17:45 | Report Abuse

Buyers and sellers are all waiting for the Q results to determine the next move….

Posted by Agjl > 2024-05-16 19:23 | Report Abuse

https://www.techradar.com/computing/gpu/nvidia-might-already-be-working-on-a-future-generation-of-ai-focused-gpus-codenamed-rubin

Posted by redhotpepper > 2024-05-16 19:43 | Report Abuse

AI is here to stay

https://www.nst.com.my/news/nation/2024/05/1051247/malaysia-set-become-hub-ai-development-and-innovation-nsttv

Posted by Mabel > 2024-05-16 21:00 | Report Abuse

Among the heavyweights, Tenaga Nasional rose 26 sen to RM12.66, while Public Bank, Maybank and YTL Power bagged four sen each to RM4.19, RM9.92 and RM5.18 respectively.

https://www.malaymail.com/news/money/2024/05/16/bursa-malaysia-at-highest-level-since-march-2022-rate-cut-hopes-boost-global-sentiment/134733

Posted by 2721 > 2024-05-16 23:33 | Report Abuse

DJI 40K, record high again

Posted by jeffchan1901 > 2024-05-17 02:38 | Report Abuse

Lol. SWS gave the following comment:

- Fair value at RM20.57
- Good value based on its PER (12.5x) compared to the Global Integrated Utilities industry average (17.4x).

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

Dow Jones

Dow Jones Industrial Average

39,869.38

-38.62

0.09%

Nasdaq

NASDAQ Composite

16,698.32

-44.07

0.26%

Posted by Apple888 > 2024-05-17 08:12 | Report Abuse

Ytl power gogogo.
Rm6

Posted by dragon328 > 2024-05-17 08:52 | Report Abuse

@Raymond, the AI data centre business model is a high tech business with reported payback period of 3 years, so as the pricing of AI chips get higher, the capex for building AI data centres will be bigger and AI data centre developers like CoreWeave and YTL Power will need to charge the customers higher, usually in terms of US$ per hour per GPU.

CoreWeave is charging its customers in the US at a rate of about US$4.50/hour per GPU for Nvidia H100 GPUs now, based on reported selling price of USD30k-40k per H100 GPU.

Now if Nvidia is selling its latest Blackwell GB200 GPUs at USD70k to 80k per GPU, then these costs will be passed on by AI data centre developers to the users like big clouds. Assuming other operating costs (electricity, water, manpower, admin overhead) remaining the same, the pretax profit will get an outsized lift. For instance:

H100 GB200
Price 30-40k 70-80k
Revenue US$1.0b US$2.0b
Opn costs US$0.3b US$0.3b
Depreciation US$0.5b US$1.0b
Pretax profit US$0.2b US$0.7b

Posted by dragon328 > 2024-05-17 08:57 | Report Abuse

Maybank research is the latest research house to upgrade YTL Power, raising target price from RM4.00 to RM5.40.

While the analyst considers that PowerSeraya's earnings are peaking in FY2024, he raises PowerSeraya's earnings for FY2025 and FY2026, conceding that the earlier downgrade was premature and PowerSeraya earnings will not drop as drastically as in previous reports.

But he is skeptical of the AI data centre busines, giving little earnings projection to YTL Power.

Yet, he concurs with my earlier view that YTLP's utilities businesses (PowerSeraya, Wessex, Jawa Power, Jordan Power) will be able to sustain a net profit of above RM3.0 billion every year for next 3 years.

Hence, I expect Maybank to upgrade further as YTLP's AI data centre business gains traction in coming months.

Posted by MrFox > 2024-05-17 09:27 | Report Abuse

new highs on the way!!!!
whispering words of wisdom!!!!!!
haha

Posted by MrFox > 2024-05-17 09:27 | Report Abuse

new highs on the way!!!!
whispering words of wisdom!!!!!!
haha

Posted by yewnamhung > 2024-05-17 09:32 | Report Abuse

UP UP & go in the sky 📈📈📈

Posted by Mabel > 2024-05-17 09:36 | Report Abuse

https://www.youtube.com/watch?v=hCLkVrp_4CE

Yes lah Guys...Beside Data Centre, YTL Power will be a formidable player to dance with her sister in Temasek for Renewable Energy, Princess Sembcorp, another Blue Chip in Temasek. Thank you Francis!

Meow Meow Meow

Posted by Invest_888 > 2024-05-17 09:41 | Report Abuse

YTLP share price is going up unstoppable, consistently uptrend.

Posted by Invest_888 > 2024-05-17 09:48 | Report Abuse

Poh Kong share prices is now just clearly going up recently with high volume. As gold stocks, both the Tomei & Poh Kong can hedge against uncertainty. Moreover, the profit margin is very high plus the US interest is expected to be cut in short time that further enhance the increasing in gold price. Good time to buy gold stock.