Posted by OTB > 2 weeks ago | Report Abuse

@cheated,
Very fair, let us wait until 31/12/2024 to know the right answer.
Thank you.

Posted by cheated > 2 weeks ago | Report Abuse

Are you betting on coming QR good? What if not good?

OTB

@cheated,
Very fair, let us wait until 31/12/2024 to know the right answer.
Thank you.

2 minutes ago

Posted by OTB > 2 weeks ago | Report Abuse

The share price is 6 months to a year ahead of economy.
I am using my projected EPS for FY 2025 to derive the target price of YTLPower.
I do not use a single quarter result.
Thank you.

Posted by Antifanaticracism > 2 weeks ago | Report Abuse

SP setia holds 40%, sime Derby holds 40%, and EPF 20% of Battersea sold it's office tower with guaranteed income for 5 years. But most lots are not occupied. The above 3 companies have to paid billions in compensation.

Posted by Antifanaticracism > 2 weeks ago | Report Abuse

Avoid the 3 and their associates companies

Posted by jenson68 > 1 week ago | Report Abuse

Exactly @OTB !! Long run will be rewarded , cheers …

Posted by slts > 1 week ago | Report Abuse

How long, if ression come, he is the 1st to run

Posted by cktay > 1 week ago | Report Abuse

According to Synergy Research, in the retail colocation market Equinix is the clear market leader. It has a 21% share of the worldwide market and is almost four times the size of the next biggest player. Hyperscale operators are the biggest customer grouping for Equinix and so it is clearly the biggest retail colocation provider to hyperscale operators.
Equinix has opened its first two data centers in Malaysia … in Johor (JH1) and Kuala Lumpur (KL1) [JH1 cost $40m]
The interesting paragraph is ….
“This brings our total global xScale leasing to 365 MW, representing nearly $6 billion of total contract value and more than $700 million of annualized revenue once these assets are fully ramped,” Equinix CFO Keith Taylor said.
https://www.datacenterknowledge.com/hyperscalers/equinix-data-center-expansion-continues-as-hyperscale-ai-demand-persists

Posted by cktay > 1 week ago | Report Abuse

From above … 365MW = $6b investment = $700m annual revenue
In December, YTL Power announced a 20 billion ringgit ($4.29 billion) collaboration with Nvidia to build an AI data center and it is expected to be “operational by the middle of 2024” using Nvidia technology and software to streamline production of AI and data. [Nikkei Asia article dated Mar 19 2024]
[The word operational should be taken as starting to operate, but probably delayed by at least 3 months or until early 2025 because of Blackwell delay]
$4.3b = 262 MW = $500m annual revenue = RM2.2b annual revenue.
Just trying to estimate the potential annual revenue.

Posted by Mabel > 1 week ago | Report Abuse

Previously, technical analysis-oriented investors were skeptical about YTL Power's stock price trajectory, citing the formation of a bearish Double Top pattern. This classic technical pattern usually signals the end of an upward trend, suggesting that the market could reverse from bullish to bearish.

While the Double Top pattern typically points to a potential decline, YTL Power's stock price has already accounted for this negative outlook. After breaking the neckline on August 2, this blue-chip utility stock quickly hit the Double Top's downside target within just two days ...

Looking forward, YTL Power's stock price has recently found robust support following a sharp decline, ...

In summary, after a significant drop, YTL Power has established a strong support level …

Resistance: 4.625
Support: 3.905"

Meow

Posted by Johnchew5 > 1 week ago | Report Abuse

Asia’s leading data centre provider is Princeton Digital Group (also known as PDG) which recently secured its first RM1.276 bn (US$280m) green loan for its 150MW AI-ready JH1 campus, in Sedenak Tech Park (STeP) also in Johor, Malaysia.

The loan will be provided by the Joint Green Loan Coordinators Maybank, Standard Chartered Bank and UOB Malaysia and this financing is PDG’s first green loan aligned with its green finance framework. 
Check out where Princeton Digital Group was ranked in our Top 10 Colocation Providers in Asia. 

Earlier this year, Yondr Group energised its first data centre campus in Malaysia, marking a significant milestone in delivering power infrastructure. The leading global developer, owner and operator of hyperscale data centres has achieved this within two years of market entry, with the campus set to deliver 300MW of critical IT capacity when complete. It will see the development of multiple phases, with access to dark fibre connectivity, scalable utilities, and infrastructure. With some of the largest data and cloud sector players in Southeast Asia, the region forms a key part of Yondr Group’s Asia-Pacific (APAC) expansion strategy.

Posted by musangfoxking > 1 week ago |

Post removed.Why?

Posted by musangfoxking > 1 week ago | Report Abuse

Johnchew5@@
sell jhaks and buy YTLP quick!

Posted by paulthesotong > 1 week ago | Report Abuse

This coming Thursday QR should be Good, Average or Prime

Posted by Yezzy99108 > 1 week ago | Report Abuse

just doesn't feel right, Mother keep going up & son YTLP keep dropping daily.
Normally Mother & Son will move parallel

Posted by MOBAjobg > 1 week ago | Report Abuse

…because I’ve been picking up YTL shares, mah …that’s why !

Posted by Mabel > 1 week ago | Report Abuse

#Yezzy99108 just doesn't feel right, Mother keep going up & son YTLP keep dropping daily.
Normally Mother & Son will move parallel
19/08/2024 12:04 PM

It should follow. Mabel Yinson Mother and Son both move in tandem with each others. Both have been climbing since last week..

Haha anyway, some nice Uncles and Aunties matched Mabel's queue for YTL Power at RM 4.32,RM 4.31 and RM 4.30...

Thank you so much allowing Mabel to re-enter after locking profit in early July to buy Maybank, CIMB and BIMB shares..

Loves YTLP Operators..

Looking forward for another exciting QR!

To Our Success !

Meow Meow Meow

Posted by myloh123 > 1 week ago | Report Abuse

Keep cool...hold

Posted by Beta Ipoh > 1 week ago | Report Abuse

where are dragon？

Posted by Beta Ipoh > 1 week ago | Report Abuse

come and give some comment...
near qReport give some chicken blood to the chat room，so boring。

Posted by Apple888 > 1 week ago | Report Abuse

Feel tht report not good!haha

Posted by GSX1111 > 1 week ago | Report Abuse

Sudden drop..faster run before melt down...target 3.50

Posted by GSX1111 > 1 week ago | Report Abuse

2h is banking play, AI will take a rest.

Posted by sg999 > 1 week ago | Report Abuse

QR boom is coming..ready?

Posted by Johnchew5 > 1 week ago | Report Abuse

Posted by Johnchew5 > 5 days ago | Report Abuse

Hoho Repost :

YTLpower : Point 1 to Point 4 case study

6/8/2024 : Low 3.84 … in Point 3 ..

> Once dropped below RM 3.81 .. in Point 4 ..

. 

👉Update : Haha Point 3 : Swing Swing Swing range .. shl not above RM 4.60 …


—-

1/8/2024

1 day ago | Report Abuse

Just a case study : Shl be different from Pump n Dump stock ( as recent eg in Hexcap ) .. interesting: 



Haha .. May : RM 5.40. July 3 : RM 5.30 …July 31 : Lowest RM 4.60 



Point 1 ( Peak Range ) : RM 5.40



Point 2 ( Slide down .. not in this case ) : RM 4.60 … 4.49 ( 2/8/2024 ) .. 3.98 ( 5/8/2024 ) 

Note : 5.40- 3.98 = 1.42 = 26.3 %


Point 3 ( Swing Swing Swing range ) : ?? 



Point 4 ( Down Trend ) : ??

Posted by gedebe > 1 week ago | Report Abuse

what is the reason for this drop?

Posted by michaelwoo > 1 week ago | Report Abuse

Totally no buying support at all for the past 2 months. No rebound. Just selling only. Dunno why.

Posted by GSX1111 > 1 week ago | Report Abuse

portfolio rotation likely. the fund move to banking stock, they just follow market momentum. Unless any great news out.

Posted by dragon328 > 1 week ago | Report Abuse

Rotational plays by foreign funds is one of the reasons, today they have switched to banking stocks very obviously.

Another reason for the drop in YTLP shares is likely due to rampant short selling activities. RSS on YTLP increased by another 1.1 million shares today, bringing total NSP to over 18m shares.

I expect most of these short positions to be closed out once Q4 result is out.

Posted by Johnchew5 > 1 week ago | Report Abuse

Hoho YTLpower Short Selling:

RSS ( Regulated Short Selling )


1/8/2024 1,465,300

2/8/2024 1,467,300

7/8/2024 1,915,900

> Total Net Short Position for 09/08/2024 :

13,082,691

>> Total Net Short Position for 16/08/2024 :

17,430,291


Question : Mostly by PDT ??? Related to Financial Institutions n IB .

Posted by Johnchew5 > 1 week ago | Report Abuse

Hoho recalled on Top Glove short selling case ... it started from EPF lend 10 million shares to shortist ..Top glove spent RM 1.4 Billion on SBB starting from RM 8.00 ..the lowest price below RM 0.60 ..

Posted by Mabel > 1 week ago | Report Abuse

#dragon328 Rotational plays by foreign funds is one of the reasons, today they have switched to banking stocks very obviously.

Another reason for the drop in YTLP shares is likely due to rampant short selling activities. RSS on YTLP increased by another 1.1 million shares today, bringing total NSP to over 18m shares.

I expect most of these short positions to be closed out once Q4 result is out.
19/08/2024 5:16 PM

Touche dragon...

One man’s poison is another woman’s meat...

Mabel is so apy with today's collection..

To Our Success !

Meow

Posted by Mabel > 1 week ago | Report Abuse

OTB The actual Q2 2024 GDP growth announced today is 5.9%.
This high GDP growth is the highest in the Asian region.

I believe this high GDP growth announcement today will help to move up the KLSE stock market as a whole.
I believe 2H2024, KLSE will perform better than 1H2024.

Good luck.
Thank you.
16/08/2024 1:56 PM

+1 just to add Sifu OTB...

The highest point for FBMKLCI index in 1H2024 is 1,638 and today it closed at 1648. In 2013, the GDP growth was only 4.69%, the FBMKLCI index closed at 1,867.

The actual Q2 2024 GDP growth announced last week is 5.9%. Given the strong Q2 2024 GDP growth of 5.9%, which is the highest in the Asian region, the positive momentum could continue.

Historically, the stock market tends to anticipate economic performance by 6 months to a year. With the current economic indicators and investor sentiment, it’s possible that the FBM KLCI could continue to rise. Analysts often look at various factors, including corporate earnings, global economic conditions, and investor sentiment, to predict future movements.

If the Federal Reserve lowers interest rates, it could further boost global equity markets, including the FBM KLCI. However, it’s important to remain cautious as market conditions can change rapidly.

Given the current trajectory and economic conditions, it’s plausible that the FBM KLCI could aim for levels closer to its historical highs, potentially reaching or even surpassing 1,700 by the end of the year, depending on how these factors play out.

https://www.nst.com.my/business/corporate/2024/06/1060340/analysts-raise-their-year-end-targets-fbm-klci-1700-1750-points

To Our Success!

Meow

Posted by Mun Peng > 1 week ago | Report Abuse

MYR strengthening against SGD, they scored record profits was partly due to SGD being strong previously.

Posted by Mabel > 1 week ago | Report Abuse

Mun Peng MYR strengthening against SGD, they scored record profits was partly due to SGD being strong previously.
19/08/2024 9:44 PM

Indeed Mun Peng...

The Malaysian Ringgit (RM) has been performing well against the US Dollar (USD) recently. Over the past month, it has appreciated by 6.2% against the USD and has recovered 7.79% from its low earlier this year.

If the Federal Reserve decides to lower interest rates in September, it could potentially weaken the USD, making the RM stronger in comparison. Lower interest rates in the US typically lead to a weaker dollar because investors might seek higher returns elsewhere, including in emerging markets like Malaysia. This could further boost the RM’s performance.

With the GDP Forecast being revised upward, we will get there..

To Our Success !

Meow Meow Meow

Posted by Johnchew5 > 1 week ago | Report Abuse

Hoho recalled Mabell sweet talks promoted Top Glove at RM 7.25 n promoted Serba at Rm 0.57 and RM 0.42 in TG .


—

Posted by Johnchew5 > 3 hours ago | Report Abuse

Hoho recalled on Top Glove short selling case ... it started from EPF lend 10 million shares to shortist ..Top glove spent RM 1.4 Billion on SBB starting from RM 8.00 ..the lowest price below RM 0.60 ..

Posted by Mabel > 1 week ago | Report Abuse

Haha those were the days Sifu Mickey...

Now Mabel has leaned a lot from you...

To Our Success!

Meow

Posted by idkdontaskmelol > 1 week ago | Report Abuse

same same like glove. u all remember this? freetospeak promote glove b4 mania and otb suport. freetospeak out article, all ib buy call, hlib highest tp, then shortsell vol increase after peak. now all happening the same same in this counter. freetospeak = dragon. otb=otb. glove never go bak up high once the big fall.

those who never experience glove, experience this then no choice, learn la. those experience twice then shame on u and better quit stock.

1 day, ytlp will continue drop til lowlow and dragon, otb will stop comment juz like glove exactly kikiki

Posted by CharlesT > 1 week ago | Report Abuse

Posted by idkdontaskmelol > 1 hour ago | Report Abuse

same same like glove. u all remember this? freetospeak promote glove b4 mania and otb suport. freetospeak out article, all ib buy call, hlib highest tp, then shortsell vol increase after peak. now all happening the same same in this counter. freetospeak = dragon. otb=otb. glove never go bak up high once the big fall.

those who never experience glove, experience this then no choice, learn la. those experience twice then shame on u and better quit stock.


I have the same thought also.

Freetospeak (glove) seems very similar to Dragon (YTLPower)

Glad to see someone sees so also.

Posted by CharlesT > 1 week ago | Report Abuse

Same modus opendi?

Or solely by coincidence?

Just pray hard that YTLPower wouldnt follow the fate of Supermax (glove)

Posted by Johnchew5 > 1 week ago | Report Abuse

Hoho no wander Dragon attacked me 1st with Mirror .. now he use Solar panel as mirror.. see a Snake 😱

Posted by dragon328 > 1 week ago | Report Abuse

There is nothing wrong with YTL Power fundamentals. The share price drop in past few weeks is just normal to me as foreign funds take profit after buying the stock in Jan-Feb 2024 in a big way. The holding period of these foreign funds is typically 4-6 months, so it is about time for them to exit YTLP after gaining 50%-100% profits in few months.

The selling on YTL Power is aggravated by rampant short selling activities, but total net short positions on YTLP is not really huge at 18m shares compared to 8.2b share base. On a good day, YTLP traded volume can get over 40 million shares which will give chance for these short positions to unwind easily in a single day, and I expect most of these short positions to close shortly after Q4 result announcement as after that there will be nothing for them to short for.

Posted by dragon328 > 1 week ago | Report Abuse

The fact that IBs continue issuing new call warrants on YTL Power shows the good prospects for its share price in coming months.

RHB, Ambank, Maybank, CIMB, Kenanga and Macquarie have issued new call warrants on YTLP in past few weeks, with conversion price as high as RM5.88 (MIBB, Kenanga) and RM6.38 (Macquarie) which correspond to the range of target prices given by these IBs.

Posted by jusztpu2ra > 1 week ago | Report Abuse

With this price keep dropping stil wanna ESOS ESOS, lol

Posted by ks55 > 1 week ago | Report Abuse

If you think YTLP is cheap, just buy more.
If you think YTLP is overvalued, just sell.

It is going to report its latest QR.
Insider already knows what is going to be.
Whether management is trustworthy like Crescendo or not, up to you to judge.

Posted by dragon328 > 1 week ago | Report Abuse

This stock has been the darling of the stock market. It has given us fundamental investors very good gains of up to 700% in past 1 year, a good place for foreign funds to park their money in early 2024 and good gains of 50%-100% to foreign hot money, and good trading range to traders as well as good bets for shorties (who have gained over 20% when share price dropped from RM5.00 to now RM4.10).

The tide is about to turn, as long term local institutional funds buy into YTL Power and I expect them to enjoy steady gains of 100%-150% in next few years as YTL Power net profit approaches the RM7.0 billion mark or EPS of 80 sen.

Posted by sg999 > 1 week ago | Report Abuse

Please protect yourself ya. QR boom is coming.

Posted by ks55 > 1 week ago | Report Abuse

Bomb or boom?

Posted by tallman > 1 week ago | Report Abuse

refer to the chart you're already know what to do

Posted by ks55 > 1 week ago | Report Abuse

We are not TA expert