Posted by OnTime > 2024-05-28 13:30 | Report Abuse

2 great news in a day: not overpaying for ranhill and third-party access! haiyoh. correct?

Posted by dragon328 > 2024-05-28 13:58 | Report Abuse

Good deal for YTLPower to buy over Hamdan's stakes in Ranhill at RM0.995.

This will solidify YTLP's shareholdings in this Johor water company to above 50%.

Look forward to big improvements in Ranhill financials after the take over. Another earnings accretive deal for YTLP, which will ensure good profits from the water company for generations to come.

Posted by 2721 > 2024-05-28 14:05 | Report Abuse

Wow..nice T/OP 520~

Posted by SS13 > 2024-05-28 14:07 | Report Abuse

Agreed!

Posted by SS13 > 2024-05-28 14:09 | Report Abuse

Good deal for Tan Sri Hamdan too. Not easy to find one buyer for all his shares. Negotiations must be going on for some time and probably started when Ranhill was below RM1

Posted by GungHo123 > 2024-05-28 14:27 | Report Abuse

TS Hamdan likely would keep his Chairman and Chief Executive in Ranhill plus say get appointed as a director to the BOD of YTL group

Posted by iscmob > 2024-05-28 14:38 | Report Abuse

wa lau, RANHILL share dropped like waterfall.

Posted by Alex Chua > 2024-05-28 14:44 | Report Abuse

Good to enter ranhill? Listing will be kept. AI data center use water or special chemical cooling?

Posted by OnTime > 2024-05-28 14:49 | Report Abuse

the deal is a steal for ytlp, no doubt abt it.

Posted by iscmob > 2024-05-28 15:01 | Report Abuse

ChatGPT concluded the water required for 200MW DC w AI chips using some calculation fr electricty/water effectiveness. I'm not sure how accurate or good is this.

"A 200MW data center with AI chips, assuming a WUE of 0.5 L/kWh, would consume approximately 876 million liters (or 876,000 cubic meters) of water annually. This estimate can vary depending on the specific cooling technology and efficiency measures in place."

Posted by Antifanaticracism > 2024-05-28 15:01 | Report Abuse

There is a change of tide. Run as fast as u can. All shares are fully valued

Posted by Antifanaticracism > 2024-05-28 15:08 | Report Abuse

No more fish in the ocean. Fishing season over. Run as fast as u can before u lose your shirt

Posted by winnie winniefoo > 2024-05-28 15:23 | Report Abuse

KLSE SCREENER report . acquire ranhill shares @ 0.995 per shares

Posted by whypaymore > 2024-05-28 15:37 | Report Abuse

YTL Power so desparate? After QR share drop so must buy Ranhill cheaply? What if Ranhill shareholders reject? Must raise takeover price?

Posted by Antifanaticracism > 2024-05-28 15:37 | Report Abuse

Use your logic . The share price more than double itself in a few months. This is not magic. So it is quite ridiculous. Even divid Copperfield can't do this magic. At this price, run as fast as u can. It is going to go down.

Posted by Antifanaticracism > 2024-05-28 15:54 | Report Abuse

Run. Market going to kill u slowly

Posted by sell > 2024-05-28 16:11 | Report Abuse

Sell in May and go away finally started? Ranhill deal is to delay drop?

Posted by Antifanaticracism > 2024-05-28 16:18 | Report Abuse

😀😂🤣 don't end up like the pictures. Only fools will buy from u at this price. Run run run

Posted by Antifanaticracism > 2024-05-28 16:19 | Report Abuse

Sell is absolutely right

Posted by Antifanaticracism > 2024-05-28 16:20 | Report Abuse

Don't be greedy

Posted by myloh123 > 2024-05-28 16:30 | Report Abuse

Before analysts were conservative by investors were madly chasing the stock, now analysts r postitive by investors run the opposite direction 🤣

Posted by MrFox > 2024-05-28 16:43 | Report Abuse

tks for the free Starbucks!

haha

Posted by Agjl > 2024-05-28 16:46 | Report Abuse

Antifanatic….wakakakaka u r wrong man. Already told u it will drop first and go back up…there is nothing wrong being greedy if there is rooms to be greedy….greedy for 5.5? 6? 6.5? 7? Xxx??? Why not? Dun bekive the words of wisdom from foxy?? Haha. Peace cheers!

Posted by sumbody > 2024-05-28 16:56 | Report Abuse

Just like the digit 5.00 then 6.00 then 7.00 😋

Posted by Agjl > 2024-05-28 17:02 | Report Abuse

Antifanatic a.k.a. Ular sawa. Wakakakak

Posted by Oliver Ooi > 2024-05-28 17:06 | Report Abuse

good close at rm5, looking forward to climb back 5.30

Posted by Antifanaticracism > 2024-05-28 17:34 | Report Abuse

😇😢😭🤡 this will happen to Agjline

Posted by Antifanaticracism > 2024-05-28 17:42 | Report Abuse

Ha ha haha

Posted by Antifanaticracism > 2024-05-28 17:58 |

Post removed.Why?

Posted by Antifanaticracism > 2024-05-28 18:02 | Report Abuse

Come on it fun talking to one another. Don't be too sensitive

Posted by Antifanaticracism > 2024-05-28 18:03 | Report Abuse

Nobody really knows movement of market 100%

Posted by Antifanaticracism > 2024-05-28 18:04 | Report Abuse

Just play safe. I would like all of u to make money and don't like u all to lose money

Posted by Antifanaticracism > 2024-05-28 18:35 | Report Abuse

✌🤞

Posted by Agjl > 2024-05-28 19:43 | Report Abuse

Antifanatic….wakakakakaka u looks exactly like the emoji joker. U amused me.. pls continue. Wakakakakakakaka….peace

Posted by Agjl > 2024-05-28 19:46 | Report Abuse

Antifanatic….thank u for your kind heart….even though i find it very fake of certain individual trying to act like a kind saint and as a savior to save the world but deep down inside i and the comrades here say a big thank i to u. Most of us already in it since last March, we are old enough to take care of our investment.. but really, really thank u. Wakakakakakaka. Peace

Posted by Antifanaticracism > 2024-05-28 19:58 | Report Abuse

My twin brother talked badly due to small genetic difference. His is gene is reverse

Posted by Goldberg > 2024-05-28 20:00 | Report Abuse

Analysts see Ranhill as a 'strategic fit' for YTL Power

theedgemalaysia.com

28 May 2024, 07:19 pm


Ranhill seen as a 'strategic fit' for YTL Power

KUALA LUMPUR (May 28): The proposed acquisition of a 31.4% stake in Ranhill Utilities Bhd (KL:RANHILL) appeared to be a positive move for YTL Power International Bhd’s (KL:YTLPOWR), according to analysts.

Ranhill, which operates in water and power businesses, is seen to be strategically aligned with YTL Power considering the latter shares similar business operations, albeit at a much larger scale, according to MIDF Research. The research house considered the acquisition "a reasonably good deal for YTL Power". “We believe the entry of a strong shareholder will pave the way for improved efficiency for Johor water,” said MIDF Research. YTL Power can capitalise on prospects from the Johor-Singapore Special Economic Zone and potential demand from data centre hubs in the state, it noted.

MIDF maintained a “Buy” call on YTL Power with an unchanged target price of RM6.35.


Hong Leong Investment Bank (HLIB) sees the acquisition as a strategic move, allowing YTL Power to expand into Johor’s water utility business by strategically consolidating Ranhill’s operations, which complement its existing business portfolio and derive potential synergies.
"We expect potential synergistic benefits to integrate Ranhill into YTL Power's diversified portfolio of businesses while also leveraging YTL Power's UK Wessex Water expertise," HLIB said.

HLIB maintained a “Buy” rating and target price of RM7.45 for YTL Power.

Posted by Antifanaticracism > 2024-05-28 20:11 | Report Abuse

Good luck

Posted by sell > 2024-05-28 20:11 | Report Abuse

If read IB coverage on Ranhill most are negative HLIB have hidden agenda ie bought >RM 5?

Posted by dragon328 > 2024-05-28 20:15 | Report Abuse

Thanks Goldberg for the updates.

It is indeed a strategic move by YTL Power to strengthen its hold onto Ranhill, as it looks to expand on its data centre business in Kulai.

After the premature selling last few days after one weak quarterly result, more short term traders have been flushed out and I hope YTLP shares can have a steady rise in coming weeks to new highs.

Posted by Antifanaticracism > 2024-05-28 20:50 | Report Abuse

Well I locked in my profit. Not taking risk for the extra. Better to hold invest in lower priced good shares

Posted by Antifanaticracism > 2024-05-28 20:58 | Report Abuse

Agjline are u surrounded by gangsters

Posted by Antifanaticracism > 2024-05-28 21:07 | Report Abuse

The last second push up of ytlp is v artificial. Be v alert

Posted by Antifanaticracism > 2024-05-28 21:08 | Report Abuse

Now the situation is like a casino. It may go up or down. Why take risk

Posted by Antifanaticracism > 2024-05-28 21:12 | Report Abuse

At this high price not worth taking risk

Posted by HumptyDumpty > 2024-05-29 00:26 | Report Abuse

Guys this kind of deal take a while to settle, so it's not last week decision. The last few big volume uptick on Ranhill , is like SIPP/YTLP securing the market 50% ( but calculate the already big 31% from the major share holder). For Ranhill not so good news for now, as the expectation that ytlp would acquire more share from open market is not going to happen, but on long run it will be good, pleanty of leakage in this company (CEO is under corrupt investigation) . But this also show ytlp are all in in this AI data center business. All form of cost and supply control is to be in absolute control margin. By the way CEO is Hamdan... i wonder .. Just be patient. If any forward pointers you need .
Nvidia First-quarter data center revenue was a record $22.6 billion, up 23% from the previous quarter and up 427% from a year ago.

Posted by MrFox > 2024-05-29 09:40 | Report Abuse

Yesterday was happi when sold 5.00 bot 4.90! contra play!
Today sad, coz if sold today can get more free Starbucks!!!

haha

Posted by sumbody > 2024-05-29 09:53 | Report Abuse

Mr Fox, guess no one can predict precisely how a share price will move. But if it is fundamentally strong, very highly likely the direction it will be moving is north.

Posted by NickelLee > 2024-05-29 09:53 | Report Abuse

Looking at the Big Picture: YTL Power’s Strategic Acquisition of Ranhill Utilities

YTL Power's acquisition of a controlling stake in Ranhill Utilities is a strategic masterstroke. By gaining control over Ranhill Utilities, YTL Power now effectively oversees the water supply operations in Johor. This asset is crucial, given its role in supplying and maintaining water for the state, as well as its responsibility for laying pipes in new development areas.

This acquisition presents a clearer competitive advantage. With control over the scheduling of pipe-laying works, YTL Power can prioritize its own projects over competitors in a highly competitive market.

For Ranhill Utilities, the introduction of a new shareholder is likely to accelerate their CAPEX cycle and enhance cash flow, particularly as water pipe coverage expands alongside Johor’s robust economic growth. According to the mandatory takeover documents, YTL Power and SIPP intend to maintain the listing status of Ranhill Utilities. This suggests ongoing capital market participation for future CAPEX funding, potentially leading to an upside beyond the current offer price of RM0.995 per share. Moreover, keeping Ranhill Utilities listed ensures good governance, transparency, and public oversight.

There is no compelling reason to sell Ranhill Utilities. Despite the change in ownership, it remains a valuable regulated utility asset in Johor. The transition to a more progressive management team and major shareholders like YTL Power and SIPP should be seen as a re-rating catalyst rather than a de-rating one, especially considering the low offer price of RM0.995. Ranhill Utilities shareholders are now better positioned to benefit from Johor’s growth potential. Additionally, the involvement of YTL Power hints at a potential data center play, adding another layer of opportunity to Ranhill Utilities' investment appeal.

Posted by MrFox > 2024-05-29 09:59 | Report Abuse

sumbody@@@
be informed my first purchase of YTLP at 2.XX is intact, deep in the freezer!!!
Me now trading ( contra / short term ) if there are big swings!
Life will be dull if just invest long term! Sometimes u need to gtt some free Starbucks or get kicks in the asss!!!!!
haha