Posted by NickelLee > 2024-06-10 08:17 | Report Abuse

https://klse.i3investor.com/web/blog/detail/IWCITY/2024-06-09-story-h-159762931-IWCity_1589_KL_Biggest_Laggard_In_Johor_Property_Boom

Posted by cheap1 > 2024-06-10 09:11 | Report Abuse

ESOS shareholders selling for RM 4.3 gain?

Posted by cheap1 > 2024-06-10 09:11 | Report Abuse

2024-06-06

Additional Listing

ESOS - 1,276,000 shares at 0.700.

Posted by OnTime > 2024-06-10 11:22 | Report Abuse

esos good for employees - boost morale.

Posted by Bernard85 > 2024-06-10 11:29 | Report Abuse

accumulate before it goes up to 5 and above again 😁

Posted by dragon328 > 2024-06-10 11:29 | Report Abuse

Not many employees will sell their ESOS now, as they know better than anyone here the good prospects of the company, especially those who are involved in the operations of PowerSeraya, Wessex, Jordan and AI data centre divisions.

Posted by fx115w > 2024-06-10 12:40 | Report Abuse

dragon328@ That's true. Also, there is moratorium imposed on YTL's ESOS. Staff can only sell 20% of their shares each year. So, we won't see a huge sell-off happening.

Posted by Lee Yew > 2024-06-10 12:51 | Report Abuse

The YTL empoyees can only exercise 20% of their ESOS each year out of their total ESOS, they can sell all what they have exercised. The employees deserve every cent of the windfall. In the past, their ESOS hardly make any money.

Posted by Vicky > 2024-06-10 14:20 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2024/06/09/push-for-data-centres-could-strain-power-water-supplies-says-report/

Posted by Vicky > 2024-06-10 14:21 | Report Abuse

Data centres should be limited and under control immediately under new government policies which will be drafted soon.

Posted by Vicky > 2024-06-10 14:21 | Report Abuse

Time to retrace and sell down

Posted by dragon328 > 2024-06-10 14:56 | Report Abuse

@Vicky, it is good to have some sort of control over new data centre builds that everybody is trying to jump into now, especially those who do not have any experience in this field and have not locked in sufficient power and water supply.

Lately some corporates are trying to jump into the data centre bandwagon just to get some limelight for their company stock, eg. Mah Sing who announced to form a JV to enter the data centre business. Just like few years back Mah Sing also jumped into glove manufacturing during the Covid glove mania, now it is trying to wind down the business and jump into another new field.

Data centres need lots of power and water supply, these companies who have no expertise in this field will suffer from inability to secure sufficient power supply or water supply, or suffer from below par returns due to highly priced power and water supply that they struggle to secure.

On the other hand, YTL Power has already secured sufficient land to build 500MW of solar power to power the data centres at its Kulai park, and I expect them to start installing the solar power once the first phase of AI data centre is about to start operations in early 2025, then the company will reap the max rewards from the relatively cheap power supply (solar power has a levelised tariff of below 25 sen/kWh compared to grid supply from Tenaga at over 50 sen/kWh) and secured supply when battery storage is installed at the site.

Posted by MrFox > 2024-06-10 14:58 | Report Abuse

Hovering ard 5 for some time now!!!
Better watch out!!!!!!

When the excitement comes!
The price will not ooze out!!!
But will spurt out, Fast n Furious!

Whispering words of wisdom!!!!
haha

Posted by Alex Chua > 2024-06-10 17:59 | Report Abuse

https://www.thestar.com.my/business/business-news/2024/06/10/ecoworld-malaysia-makes-sale-of-industrial-land-in-eco-business-park-vi-for-rm4023mil seems like ranhil will need to build more water supply in jb

Posted by Jerichomy > 2024-06-10 18:21 |

Post removed.Why?

Posted by SS13 > 2024-06-10 18:55 | Report Abuse

When the glove mania was in full swing many non-glove manufacturers announced going to build glove factory. Many did not materialize and eventually announced shelved the project. Same here for data centers. Many will announce let’s see how many materialize. At least we know YTLP already completed or about to complete phase 1 of their data center. By the way tomorrow is also the x-date for dividend.

Posted by raymondroy > 2024-06-10 19:31 | Report Abuse

also ytlp has dodid in singapore :-) albeit 12.5mW ony

Posted by BudiLee > 2024-06-11 00:52 | Report Abuse

What I'm amazed about YTLP is the capital growth, which in a year multiplied my money more than 4 times. I remember in June 2023 when I bought the share, it was only rm 1.26, and today rm 5.06 ,

Posted by BudiLee > 2024-06-11 00:53 | Report Abuse

And I believe it's going to be the same or even better for the year ahead.

Posted by SS13 > 2024-06-11 09:42 | Report Abuse

What will be the growth factors to YTLP over the next couple of years?
1. Ranhill with his sole water supplier status in Johor and Major market share to power supply in Sabah;
2. The AI DataCenter in Johor. It also has data centers in Sentul and Singapore;
3. The digital bank with SEA Ltd
4. Wessex improvements in profitability with the recent 12% increase in rates;
5. It’s 600MW hydrogen ready power plant in Singapore. It also has stakes in IPPs in Jordan and Indonesia.
6. Others - Brabazon Property Development in UK and YES which needs to improve on his performance.
7. New projects - renewable energy etc
It is a growth stock and will do well next few years.

Posted by SS13 > 2024-06-11 09:44 | Report Abuse

It is my core investment this year and I am hopeful it will be do well for the next couple of years with so many growth potentials

Posted by beginner888 > 2024-06-11 11:58 | Report Abuse

https://www.youtube.com/watch?v=6vNxFPRdrgs

Posted by cgtan2020 > 2024-06-11 12:37 | Report Abuse

@dragon328 the 3.00 million share purchase by YTL & Son from the ESOS's of director is is transact at RM5.11, individual director got money, family holding company pay for it. The share still at their hands.

Posted by dragon328 > 2024-06-11 16:34 | Report Abuse

@cgtan2020, it is just a small amount of shares changed hands between the Yeoh siblings, I won't read too much into it.

Posted by speakup > 2024-06-11 21:10 | Report Abuse

i dont think Pmx got courage to do this: https://theedgemalaysia.com/node/715057

Posted by BudiLee > 2024-06-11 23:34 | Report Abuse

Today started rising up

Posted by jenson68 > 2024-06-13 10:36 | Report Abuse

Prepare for the next wave , hehe !

Posted by bhullar_1972 > 2024-06-13 11:01 | Report Abuse

Fair value 8.88

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

Ranhill will catch up soon ! Ytlpwr will hit rm 12

Posted by ValueInvestor888 > 2024-06-13 15:20 | Report Abuse

fund managers must own tenanga , and YTL+YTLP if they were to beat the mkt. Tenaga is No.2 stock in KLSE in term of mkt cap. YTL+YTLP have a combined mkt cap of close to Tenaga. These 3 utilities stocks are top performers. If KLSE bull trend is to continue, these 3 stocks will continue to do well...

Posted by troy88 > 2024-06-13 16:01 | Report Abuse

Long time didn't visit this forum. Good to see there are no snakes and fear mongers. Hehe

Posted by MOBAjobg > 2024-06-13 16:47 | Report Abuse

TSLA stock price made a giant leap today.
I know, wrong thread.

I’ve been looking into YTLp stock price chart since last week and have just noticed that its MACD reading is almost above 0.

Posted by cwc1981 > 2024-06-13 17:05 | Report Abuse

Power ok today. Corp very koyak

Posted by cgtan2020 > 2024-06-13 17:47 | Report Abuse

https://www.tradingview.com/news/DJN_DN20240613001392:0/

Posted by dragon328 > 2024-06-13 19:27 | Report Abuse

Thanks @cgtan2020 for the news link above. I extract out the relevant part as below:


Rajiv Jain, chief investment officer at global asset manager GQG Partners, owns Malaysia's YTL Power International (YTLP.Malaysia). The company stands to benefit from a host of reforms in Malaysia of its power sector as it sees a data center boom and the country tries to become a regional hub, exporting power to Singapore and other parts of southeast Asia.

At 12.6 times next year's earnings, valuations in Malaysia are still relatively attractive. "No one is paying attention to the sleepy market, " Jain says.

Posted by calvintaneng > 2024-06-14 02:09 | Report Abuse

WHY NVIDIA CHOSE YTL POWER & NOT YTL OR MCECEMENT TO DO DATA CENTER?

ANSWER:

BECAUSE DC NEEDS LOTS OF POWER

TNB SUBSTATION PROVIDER

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-14-story-h-159638897-TNB_SUBSTATION_PROVIDER

Posted by cgtan2020 > 2024-06-14 08:51 | Report Abuse

https://theedgemalaysia.com/node/715386

FTSE4GOOD!!! How good is FTSE4GOOD

Posted by purple70 > 2024-06-14 10:14 | Report Abuse

Walked out of YTLP for a tidy sum within 5 days, collected div as well!

Believe that there will be volatility in price for some time, so took advantage of it.

Still believe that YTLP can go to RM7 in less than a year but wanna trade profits wherever can!

Anyone has a view?

Posted by redhotpepper > 2024-06-14 10:48 | Report Abuse

Wow, suddenly a lot of value investor here. I like it. Thanks for the sharing of ideas. Let's hope for new high.... Level 6 ke level 7 ke, let's pray

Posted by dragon328 > 2024-06-14 11:05 | Report Abuse

I also like such a slow and steady uptrend for YTLPower to scale new highs in coming weeks heading to Q4 result announcement in Aug 2024.

It was good for the temporary pullback in late May to flush out weak holders and short term traders, and for serious investors and long term funds like EPF and foreign equity funds to buy in for long term investment.

Posted by Bernard85 > 2024-06-14 11:44 | Report Abuse

Told you it was an opportunity when it dropped to below RM5 😉

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Posted by Bernard85 > 4 days ago | Report Abuse

accumulate before it goes up to 5 and above again 😁

Posted by troy88 > 2024-06-14 12:08 | Report Abuse

This stock no worries can sleep well at night

Posted by cstanmyinvest > 2024-06-14 12:49 | Report Abuse

The monthly average USEP rose 70.3% to a nine month high at $235.06/MWh in March, and further increased 22.8% to $288.71 MWhin April. This should help YTLP Q4 resuly to do very well.

Posted by dragon328 > 2024-06-14 16:32 | Report Abuse

Yes @cstanmyinvest, checks on the ground indicate to me that retails margin is very good for PowerSeraya in March and April 2024.

Posted by OnTime > 2024-06-14 17:17 | Report Abuse

hosey liao!

Posted by Oliver Ooi > 2024-06-14 19:42 | Report Abuse

2nd round rally? it seem like it

Posted by cktay > 2024-06-16 20:51 | Report Abuse

https://www.barrons.com/articles/nvidia-ai-stocks-bargains-asia-f468c260
Barron's Nvidia Is the Pricey AI Play. These 7 Stocks Are Real Bargains!
Company / Ticker Recent Price Market Value (billion) 2025E P/E
Taiwan Semiconductor Manufacturing / TSM $175.16 $747.7 23.3
Samsung Electronics / 005930.Korea KRW76,500 331.9 10.3
SK Hynix / 000660.Korea 215,000 113.7 6.9
YTL Power International / YTLP.Malaysia MYR5.03 8.7 12.6
Asia Vital Components / 3017.Taiwan TWD688.00 8.1 24.0
HD Hyundai Electric / 267260.Korea KRW263,500 6.9 19.4
Alchip Technologies / 3661.Taiwan TWD2,740 6.7 26.8

Posted by sg999 > 2024-06-17 01:01 | Report Abuse

Where u guys check USEP ? i only found latest report on march, cannot find USEP for april and may 2024.

Posted by OnTime > 2024-06-17 08:35 | Report Abuse

nvidia shld buy a 30% stake in ytlp to diversity its own business. ytlp will instantly go to rm20.

Posted by Eagle77 > 2024-06-17 10:21 | Report Abuse

Then Ranhill will spike to above 5.00 easily ⬆️✅