Posted by Antifanaticracism > 2024-07-12 17:11 | Report Abuse

Better sell ytlp as ytlp is facing difficulty in making profit in it's business in England due to fast rising cost in water treatment, maintenance and sewage management

Posted by Antifanaticracism > 2024-07-12 17:33 | Report Abuse

One big English company which did the same business as ytlp has to increase the bills by 20% every year for next 5 years just to be able to supply water and maintain sewage

Posted by CapitalCraftsman > 2024-07-12 23:18 | Report Abuse

Nice, it's below Rm5. Hoot it on Monday 😎

Posted by raymondroy > 2024-07-13 04:27 | Report Abuse

ytlp's earnings in last quarter was almost exclusively from power generation, water and sewerage (UK operations) actually made a loss of 155m, therefore not expecting a super turnaround in the next quarter, if the loss can be reduced that will be good..... but in the long run, based on the proposal submission there is a definite turnaround plan with higher tariff and all, therefore nothing extraordinary in what was reported.... if any this drop another good change to go in :-) happy hunting

Posted by probability > 2024-07-13 11:28 | Report Abuse

Holistic approach to developing data centres

https://www.thestar.com.my/business/business-news/2024/07/13/holistic-approach-to-developing-data-centres

“Firstly, data centre operation consumes a lot of power and water. A lot of companies decided to choose Malaysia as the destination because of our relatively affordable electricity and water tariff.

“In addition, our power and water supply is relatively stable compared to many developing countries in the region.

“However, with the existing and incoming data centres, we need to ask how sustainable is our capacity to supply undisrupted power and water to these data centres without compromising other sectors such as the commercial, residential, medical and/or manufacturing segments.”

Wee Tiam says there needs to be plenty of “planning ahead” when it comes to setting up a data centre.

“Do we plan for the future in terms of sufficient power generation and comprehensive network coverage? Do we plan for sufficient water reservoirs/storage and treatment plants to cater to the sudden surge in usage?

.....

only ytlp has the holistic approach capability....

Posted by slts > 2024-07-13 14:35 | Report Abuse

and many new DCs in the mkt will lead to overcapacity

Posted by OnTime > 2024-07-13 14:40 | Report Abuse

human beings r overcapacity for sure.

Posted by raymondroy > 2024-07-13 19:43 | Report Abuse

glad to note that the only analyst with a HOLD position kenanga has upped its TP from 5.22 to 5.44..... with the following conclusion... there is light indeed at the end of tunnel :-)
Conclusion: We maintain our view that the potential significant tariff hike during Regulatory Period 2025-2030 coupled with the stabilising inflation in the UK should result in a turnaround in Wessex Water. Recall, Wessex Water’s profitability was hit by high interest cost due to the elevated policy rate in the UK on sustained high inflation. The UK registered seven months of double digit inflation between Sep 2022 and Mar 2023. It has since eased to 2% in May 2024.

Posted by Eagle77 > 2024-07-15 07:16 | Report Abuse

Again Hubline Bhd Sarawak in action ✅ buy it going to fly 🚀🚀🚀 high guys 😎

Posted by OTB > 2024-07-15 09:42 | Report Abuse

There is a selldown on the share price of YTLPower on 12/7/2024, the concern is the profit of Wessex Waters in UK.
The golden eggs of YTLPower is the power generation (electricity) which is the biggest profit generator in the entire YTLPower income statement.
The next explosive profit will come from Nvidia's AI data centers.
Wessex Waters is a losing money business in the last few years.
Based on Q3 2024 report, Wessex Waters will make a small profit in Q4 2024 report.

I do not think that we should listen to the rumours, to me buying at next support at 4.85 is a good buy for YTLPower if there is a big drop.
I will buy in a big way at 4.86.
I still believe the share price of YTLPower will move up north further in the second half of 2024 because of partnership of Nvidia on data centers.
The target price at 6.30 remained unchanged for the time being.
I will continue to invest in YTLPower on a longer term basis, may be another 6 months to a year.
Good luck.
Thank you.

Posted by dragon328 > 2024-07-15 09:59 | Report Abuse

Correct Mr. OTB.

The selldown last Friday was due to the draft determination from Ofwat for Wessex next tariff reset. It is just another draft determination, I am sure Wessex management will work hard in the next 2 months or so to liaise with Ofwat for an improved plan and higher rates of return on capital.

WACC has improved from 3.1% in the 1st draft determination last Nov to 3.72% in the second draft determination in early July 2024. I hope it will improve further to 4.3% in the final determination in Dec 2024. That will do the job for Wessex to meet my projected earnings in 2025-2030.

Hold on and be patient.

Posted by OTB > 2024-07-15 10:26 | Report Abuse

Salient facts of data centers
One trillion (RM) of investment on data centers is coming to be set up in Malaysia from 2024 to 2028.
Major investors to set up these data centers are Amazon, Apple, Goggle, Microsoft and Nvidia from the USA.
There are 280 MW of data centers in 2024, this figure will increase to 3,221 MW in 2028, an increase of 11.5 times.
Based on DC Bytes projections, CGS (broker) said the data centre capacity in Malaysia is expected to deliver a 32% to 56% compound annual growth rate (CAGR) in 2023-2028, far outstripping the 8% CAGR forecast for Singapore.
The current electricity (power) usage in 2023 is > 20.0 GW, additional new capacity of power to be added by 2030 is 10.5 GW. It means extra 50% of electricity usage by 2030 due to the increased capacity of these data centers and population growth.
The high usage of electricity will benefit YTLPower (in Singapore) and Tenaga in Malaysia.
The GDP growth of Malaysia in 2023 is around 3.7%, it is projected to grow to around 4.5% in 2024.
The total GDP value of Malaysia is around 1.6 trillion (RM), 1 trillion investment from data centers in the next 5 years means 200 billion (RM) is added to the GDP of Malaysia each year from 2024 until 2028.
If RM 200 billion is invested into Malaysian GDP per year for the next 5 years, these data centers account for 12.5% growth of Malaysian GDP every year.
Hence I strongly believe a second wave of strong growth of > 10% GDP is coming to the Malaysian economy starting from 2025 onward.
If the above statement is true, the GDP growth will be increased to 10% to 13% each year from 2025 to 2028 every year. (I assume the investment (money) will come in a big way from 2025 onward).
I believe FBMKLCI will break new highs (around 2,000 points) from 2025 onward. KLSE is definitely in a bull market starting from 2024 onward. All investors should start to invest in KLSE now to take the opportunity of high foreign investment in Malaysia.
Looking back into history, the last GDP growth of 8% to 10% in Malaysia happened in the early 90's.
In 1993, there was a super bull market in our lifetime due to a high GDP of Malaysia around 10%.
Likewise, I expect a bull market to start from 2024 to 2028.

According to a May 2024 report, the present semiconductor industry alone contributed 25% of Malaysian GDP.
I believe after 2028, data centers will contribute > semiconductor industry in term of Malaysia GDP value.
Good luck.
Thank you.

Posted by yewnamhung > 2024-07-15 10:32 | Report Abuse

YTLPOWR ~~ sui 👍

Posted by superman_ > 2024-07-15 11:50 | Report Abuse

Thank you Mr. OTB for sharing to us the insight view of ytlpower, can't wait to see all these coming to reality!

Posted by Sangranghaeyo > 2024-07-15 17:10 | Report Abuse

Weakness now. Buy on weakness 😁

Posted by MrFox > 2024-07-15 21:18 | Report Abuse

OTB@@
terima kasih for the insight

Posted by Mabel > 2024-07-16 00:07 | Report Abuse

Thanks OTB
Waiting to collect more at 4.86...
Meow Meow Meow

Posted by Apple888 > 2024-07-16 09:49 | Report Abuse

Keep dropping (:

Posted by stncws > 2024-07-16 09:50 | Report Abuse

run...bursa is overheated

Posted by cwc1981 > 2024-07-16 10:42 | Report Abuse

Uncle Yeoh plzzzzz

Posted by SS13 > 2024-07-16 12:01 | Report Abuse

Is the YTLP Call warrant C39 and C46 which is expiring end July and early August be a reason why the share price is being pressed down?

Posted by MrFox > 2024-07-16 13:44 | Report Abuse

possible

Posted by teochaimou > 2024-07-16 15:19 | Report Abuse

https://www.thestar.com.my/business/business-news/2024/07/16/low-impact-on-ytl-power-from-uk-water-price-review

Posted by Aero1 > 2024-07-16 15:53 | Report Abuse

GXBank | Malaysia's first digital bank
https://gxbank.my/

Posted by Aero1 > 2024-07-16 15:58 | Report Abuse

GX Bank

Online savings account with daily interest returns.
3% p.a. daily interest. No minimum balance. No limits. No lock in periods.
Saving should be this simple.

The only unlimited cashback card.
Earn unlimited 1% cashback every. single. time you pay with our debit card.

Real?

Posted by MrFox > 2024-07-16 16:51 | Report Abuse

maybe tomorrow can get free STarbucks?
haha

Posted by Bernard85 > 2024-07-16 17:08 | Report Abuse

Will break RM5 again, I am 99.99 % confirm 😬

Posted by CapitalCraftsman > 2024-07-16 17:41 | Report Abuse

CGS Maintains Hold After YTL Power Faced Regulatory Hurdles For Wessex Water ..

https://www.businesstoday.com.my/2024/07/15/cgs-maintains-hold-after-ytl-power-faced-regulatory-hurdles-for-wessex-water/

Posted by raymondroy > 2024-07-16 17:45 | Report Abuse

hmmm.... so who is it that bought at 4.86?? I saw OTB statement that he will buy BIG at 4.86 :-) hope this is true..... but seeing only 5800 shs traded at 4.86 I think OTB was smoking shisha I guessing..... :-) happy hunting boys

Posted by MrFox > 2024-07-16 19:09 | Report Abuse

certainly lah!
YTLP is PureBULLISH!!!!
haha

Posted by redhotpepper > 2024-07-16 21:21 | Report Abuse

Digital bank delay...hmmm

Posted by hoplanner > 2024-07-16 23:42 | Report Abuse

发啊OTB!

Posted by OTB > 2024-07-16 23:50 | Report Abuse

Since KLSE is in a bull market now, I prefer to buy on support than to buy on breakout.

I just attended global stock market outlook organised by Standard Chartered tonight, all analysts are super bullish on AI data centers stocks, utilities stocks and semiconductor stocks, hence YTLPower will perform very well in 2024/5.

The US stock market will be super good from now until 2025, this super bull market will last at least 8 months to a year.
The Fed in US will cut interest rate in Sept 2024, Feb 2025, May 2025 and August 2025.
Global stock markets will be bullish until 2025.
Good luck.
Thank you.

Posted by fx115w > 2024-07-17 00:03 | Report Abuse

i also queuing patiently to reload if it ever reach the low point of 25-June.
This lowest windows will only exist until this Friday before it start going
north Monday onward.

Posted by raymondroy > 2024-07-17 00:08 | Report Abuse

thx for the update OTB, so proud of your stand and confidence...... but has anyone looked at this documentary.... fall of the largest company in singapore..... and guess what company it is???? Seal Limited aka shoppee !!!! isnt this ytlp's DC partner ??? wallaoaaa...

https://www.youtube.com/watch?v=hhrRi5pan4g

Posted by Alex Chua > 2024-07-17 08:50 | Report Abuse

https://soyacincau.com/2024/07/16/digital-banks-sea-ytl-kaf-investment-bank-launch-delay/

Posted by dragon328 > 2024-07-17 09:45 | Report Abuse

@raymondroy, SEA Ltd is a tenant at YTL Power's colocation data centre, not a partner.

But it is a partner to YTL Power's JV in the new digital bank in Malaysia. Contrary to recent news propaganda to discredit YTL-SEA partnership, YTL Digital Capital Sdn Bhd issued a press statement yesterday to confirm that its digital bank is on track to commence operations by end of 2024, in line with the plan approved by the Finance Ministry.

I think we cannot judge the financial health of SEA Ltd just by looking at the share price drop in recent months. Its share price was chased up to unreasonable valuation in the first place, and now it is down to more reasonable value.

In fact, SEA Ltd is much stronger now in financials compared to 2-3 years ago when its share price was peaking, as its digital bank division has turned EBITDA positive in 2023 and it has successfully fenced off competition in the e-commerce space in South East Asia.

Posted by redhotpepper > 2024-07-17 10:18 | Report Abuse

Sudah delay the digital bank. Hopefully some good news.

Posted by jenson68 > 2024-07-17 10:30 | Report Abuse

Thanks for insights & optimistic on this counter @OTB ! Hold tight & keep for long terms will be rewarded, hehe

Posted by Jesse1314 > 2024-07-17 10:51 | Report Abuse

Anybody able to spot the data center development on google map?

Posted by dragon328 > 2024-07-17 10:52 | Report Abuse

https://www.thestar.com.my/business/business-news/2024/07/17/sea-ytl-digital-on-track-to-form-digital-bank

@redhotpepper, please see today's news above. YTLP's digital bank is on track for commercial operations by end of the year

Posted by Aero1 > 2024-07-17 12:17 | Report Abuse

Sea Limited
Gross margin: 2021 2022 2023
Services:
E-commerce 9.4 21.0 34.4
Digital Financial Services 77.6 79.2 84.1
Digital Entertainment 71.5 72.2 69.0
Other Services (32.6) (1.5) 37.2
Sales of goods 6.3 10.5 8.4
Total gross margin 39.1 41.6 44.7

its digital bank business good margin

Posted by Aero1 > 2024-07-17 12:21 | Report Abuse

Sea Limited
Service revenue 2021 2022 2023 (in US thousand)
E-commerce 4,071,856 6,187,620 7,885,185
Digital Financial Services 469,747 1,221,996 1,759,422
Digital Entertainment 4,320,013 3,877,163 2,172,009
Other Services(1) 23,014 53,557 125,769
Sales of goods(2) 1,070,560 1,109,369 1,121,175
Total revenue 9,955,190 12,449,705 13,063,560

Posted by raymondroy > 2024-07-17 13:32 | Report Abuse

thx for the info dragon328 .... in addition i came accross this article issued yesterday, all seems well now for SEA @ Shopee...
"A recently released report on the e-commerce market in Southeast Asia shows that Shopee remained the biggest e-commerce platform in 2023, with 48% of the market share and US$55.1 billion gross merchandise value (GMV); the rapid growth of TikTok Shop has seen it overtake Lazada in second place! " ...... meaning partnering with a good reputable partner and the linking commerce with digital banking will surely be synergistic :-)

https://vulcanpost.com/865393/shopee-reigns-southeast-asia-e-commerce-tiktok-shop-surpasses-lazada/

Posted by raymondroy > 2024-07-17 13:38 | Report Abuse

@Aero1 .... nice numbers and seems they are listed in NYSE

Posted by Aero1 > 2024-07-17 13:46 | Report Abuse

https://www.ytlaicloud.com/

the ecosystem is here ..

Posted by Aero1 > 2024-07-17 15:16 | Report Abuse

digital bank run by sea limited

https://www.maribank.sg/
https://www.seabank.co.id/
https://www.seabank.ph/

Posted by superman_ > 2024-07-17 15:51 | Report Abuse

I got add yesterday of my account balance @4.90, I strongly believe, YTLP will perform very well coming few quarters. I also foresee, TP RM6.30 by MR OTB may even heading to RM 7.30+ instead. Data center are extremely third for electric , exactly an monster to be exactly. Water "supplier" sure will benefit for it.

Posted by raymondroy > 2024-07-17 16:14 | Report Abuse

Average USEP prices in S$/mWh
Apr - 288.71
May - 240.96
Jun - 182.85
For comparison previous qtr
Jan - 107.71
Feb - 137.99
Mar - 235.06

Posted by Aero1 > 2024-07-17 16:16 | Report Abuse

now you can find gx bank in grab app
next time you can find our digital bank in shopee app