Posted by MrFox > 2024-08-21 19:29 | Report Abuse

Let it be, let it be, let it be, let it be
There will be an answer, let it be
As YTLP is real!!!!!!!!
Whispering words of wisdom!!!!!!


haha

Posted by hng33 > 2024-08-21 19:30 | Report Abuse

Although YTLP earnings surprised boosted by one off fair gain from acquition Ranhill, but, it will be great relief for YTLp share to rebound tomorrow

Posted by john55555 > 2024-08-21 19:31 | Report Abuse

So what price close tomorrow?
All guess

Posted by MrFox > 2024-08-21 19:31 | Report Abuse

u still doubt YTLP is not a HumptyDumpty??!!!
haha

Posted by Goldberg > 2024-08-21 19:40 | Report Abuse

YTL Power's FY2024 net profit up 71%, pays four sen dividend

By Kang Siew Li / theedgemalaysia.com
21 Aug 2024, 07:34 pm


KUALA LUMPUR (Aug 21): YTL Power International Bhd (KL:YTLPOWR) saw its net profit fall 5.6% to RM1.07 billion in its fourth financial quarter ended June 30, 2024 (4QFY2024) from RM1.14 billion a year earlier, on lower contribution from its power generation and investment holding activities business segments.
This resulted in a lower earnings per share of 13.16 sen for 4QFY2024 compared with 14.02 sen for 4QFY2023.

Revenue for the quarter also came in lower at RM6.34 billion, down 10.5% from RM7.09 billion in 4QFY2023.

YTL Power declared a second interim dividend of four sen per share for the financial year ended June 30, 2024 (FY2024), payable on Nov 29. This brings its total dividends declared for FY2024 to seven sen per share.
Nevertheless, the group managed to end FY2024 on a positive footing, posting a net profit of RM3.46 billion, a 70.8% increase from RM2.03 billion in the previous year, on better performance in the power generation segment, which saw better margins, lower interest expenses following loan repayments and strengthening of Singapore dollar against the ringgit.
Revenue grew 2% to RM22.32 billion in FY2024 from RM21.89 billion in FY2023.
On prospects, YTL Power said as power generation is an essential service, electricity demand is expected to remain stable.

"This segment will continue to focus on customer service, operational efficiency and exploring diversification beyond the core business into integrated multi-utilities supply. The group will also be developing a large portion of the Kulai Young Estate into a large-scale solar power facility with a generation capacity of up to 500 megawatts (MW) to co-power a 500MW green data centre park. This is in line with the group’s shift towards investing in more sustainable renewable energy solutions moving forward," it said.

As for its telecommunication segment, YTL Communications expects to extend its 5G services to the rest of the country in tandem with the rollout of Digital National Bhd’s 5G network. "By continuing to offer affordable data plans and offering innovative 5G services, this segment is looking to increase its subscriber base bolstered by partnerships and collaborations," it said.
YTL Power expects the performance of its business segments to remain resilient due to the essential nature of its operations, and will continue to closely monitor the related risks and impact on all business segments.

YTL Power shares closed down 11 sen or 2.85% at RM3.75 on Wednesday, giving it a market capitalisation of RM30.98 billion. The stock has risen 45.9% so far this year.

Posted by Mabel > 2024-08-21 19:50 | Report Abuse

YTL Power will Power Up tomorrow. Those that bought during the bloodbath will smiles ears to ears. Thank you so much short seller for pressing the price down.

Keep OVERWEIGHT, Top Picks: Tenaga Nasional (TNB), YTL Power, and Samaiden Group. A year after the launch of the National Energy Transition Roadmap (NETR), we remain positive on the utilities sector. This is premised on:
i) The mushrooming number of data centre (DC) developments, which will ramp up the growth in electricity consumption;
ii) ii) continuous power grid upgrades, which will increase regulated net returns;
iii) iii) experienced independent power producers (IPPs) bridging the supply gap;
iv) iv) domestic renewable energy (RE) capacity additions anchoring contractors’ job flow.

Positive Spinoff will also go to the Construction and Property Companies like Gamuda, Sunway and Sime Darby Property where the stock rise today.

Posted by HumptyDumpty > 2024-08-21 19:52 | Report Abuse

Hey Fox where have you been , but very sakit in the Call options section , at least can expect a return to profit haha

Posted by HumptyDumpty > 2024-08-21 20:12 | Report Abuse

To reevaluate the results without the one-time fair value gain from the Ranhill acquisition, we need to adjust the profit figures. The report mentions this fair value gain but doesn't specify the exact amount. However, we can make an estimate based on the information provided.
The report states: "The increase in profit before taxation was mainly due to higher interest income and fair value gain arising from the acquisition of shares in Ranhill Utilities Berhad, partially offset by lower share of profits of investments accounted for using the equity method."
Let's adjust the figures:

Profit before taxation for the year:
Reported: RM4,114.624 million
Fair value gain:
While the exact amount isn't specified, it's described as significant. Let's conservatively estimate it at RM200-300 million.
Adjusted profit before taxation:
Estimated range: RM3,814.624 million to RM3,914.624 million
Profit after taxation for the year:
Reported: RM3,510.332 million
Adjusted estimate: RM3,210.332 million to RM3,310.332 million

Even after this adjustment:

Year-over-Year (YOY) comparison:

Adjusted profit before tax would still be about 55.7% to 59.8% higher than the previous year (RM2,449.523 million).
Adjusted profit after tax would still be about 58.0% to 62.9% higher than the previous year (RM2,032.587 million).


Quarter-over-Quarter (QOQ) comparison:
The fair value gain likely affected the current quarter (Q4) results. If we assume the entire gain was recognized in Q4:

Q4 profit before tax: RM1,239.155 million
Adjusted Q4 profit before tax estimate: RM939.155 million to RM1,039.155 million
This adjusted figure would still be higher than the preceding quarter's RM819.164 million, showing a QoQ increase of 14.6% to 26.9%.



Reevaluation:
Even after removing the estimated one-time fair value gain, YTL Power International still shows significant YOY improvement in profitability. The QoQ improvement remains positive but less pronounced. The company's overall performance for the year remains strong, driven by improvements across multiple segments, particularly in Power Generation and Investment Holding activities.
It's important to note that this is an estimate based on limited information. For a precise reevaluation, the exact amount of the fair value gain would be needed.

Posted by Antifanaticracism > 2024-08-21 20:17 | Report Abuse

Profit ytlp is 4 billion

Posted by Antifanaticracism > 2024-08-21 20:18 | Report Abuse

Should easily reach rm6

Posted by Antifanaticracism > 2024-08-21 20:28 | Report Abuse

Now price has reached its base line. Now is time to scoop. I let u know when to sell later

Posted by Antifanaticracism > 2024-08-21 20:29 | Report Abuse

Don't listen to professors. They lead u to a roller coaster ride

Posted by Antifanaticracism > 2024-08-21 20:30 | Report Abuse

U remember I told u to sell at above 5 rm

Posted by myloh123 > 2024-08-21 20:39 | Report Abuse

For those who din panic sell, resilience is d name of d game cos u believe in fundamentals n not rumours by naysayers who use fear factor to collect cheap....great quarter! Price will surely rebound ...fast n furious...tomorrow....blessings!

Posted by Antifanaticracism > 2024-08-21 20:52 | Report Abuse

My advice don't scoop blindly. Pick on dip. The price now must reflects ytlp performance in 6 months time that is February 25. Well I think it's performance will not be as good as last 6 months. May achieve 70 % of the profit of last 6 months. Still quite decent.

Posted by Antifanaticracism > 2024-08-21 20:52 | Report Abuse

Can collect now

Posted by cgtan2020 > 2024-08-21 20:53 | Report Abuse

Profit/(Loss) before taxation
Power Generation 785,238
Water & Sewerage 68,978
Telecommunications 37,466
Investment holding activities 347,473

All segment is profitable.

Posted by dragon328 > 2024-08-21 21:04 | Report Abuse

Mr. OTB, I am still in the preparation of the analysis report and will post it tomorrow.

Some quick comments:
1) Q4 result is way above my earlier projection of RM800-900 million net profit
2) PowerSeraya as expected posted net profit of SGD189m, within my expected range of SGD180-200m
3) Wessex turns around as expected
4) one surprise was a turn around in Yes 5G business
5) another thing I missed out is the fair value gain from Ranhill acquisition

The market signals in past few days have been confusing as rampant short selling activities did force hands of many retailers to sell off their holdings in YTL Power. I was confused at one point. But fundamentals prevail and faith has kept my long term holdings intact.

Posted by FAInvestor > 2024-08-21 21:11 | Report Abuse

Tomorrow, I'll add another trance to my long term portfolio

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

Mr Dragon328,
Thank you for your analysis.
Good luck tomorrow.

Posted by Johnchew5 > 2024-08-21 21:30 |

Post removed.Why?

Posted by myloh123 > 2024-08-21 21:30 | Report Abuse

@ Dragon328 n OTB, how much u think d price will recover?

Posted by MrFox > 2024-08-21 21:31 | Report Abuse

.fast n furious...tomorrow....blessings!?????

better than ahmoing!!!!!!!!!!!!!!!
haha

Posted by twobits > 2024-08-21 21:36 | Report Abuse

Any upside is a sell for me based on TA!

Posted by HumptyDumpty > 2024-08-21 21:44 | Report Abuse

@Antifanaticracism if you can tell when is Nasdaq and DJIA time to fall, why the heck are you still here ? You will be flying in a private jet dating Taylor Swift d (well maybe Paris Hilton more likely). If not due to last two week US/ Japan sell shock, ytl ytlp would still be hovering within 3.5/4.7 area. Just 10% below your sell call. Aiyah go to the big market and get rich there.

Posted by sg999 > 2024-08-21 21:54 | Report Abuse

@johnchew5 , there is fair value gain on ranhill as well..how much?

Posted by eugenewong794 > 2024-08-21 21:56 | Report Abuse

@dragon328 YTLC turn around was a surprise, 37m nett profit this QR, now its just if they can sustain the profits cos YTLC is the laggard with the largest nett loss at 223m for FY24, but any comment on ytlc potentially being the only telco left in DNB as the other telcos move on the 2nd 5g network ? cos AFAIK the model for DNB is the capex is shared among telcos, now YTLC has to bear the cost alone

Posted by raymondroy > 2024-08-21 22:02 | Report Abuse

@Dragon328 ....... way way way above our projected profits and im super duper glad we were WRONG in our forecast LOL..... qtr EPS is 13.16c when we forecast just below 10c, and YTD EPS at 42.68c..... when said its improbable to even hit 40c..... sadly price shot down so much, even a 10-15% recovery will not even do justice..... happy hunting :-) boys

Posted by Antifanaticracism > 2024-08-21 22:06 | Report Abuse

Humty I am Malaysian. So I only focus on klci. Do things step by step. The great wall is not built in one day. Slow and steady win the race

Posted by Antifanaticracism > 2024-08-21 22:07 | Report Abuse

Humpty talked and argue like new village woman

Posted by HumptyDumpty > 2024-08-21 22:10 | Report Abuse

MrFox still need a big buyer.. Short Seller about 1.7m share, i wonder will they be the big buyer haha

Posted by Johnchew5 > 2024-08-21 22:12 | Report Abuse

YTLpower QR ended June 2024 :

1.) YTL Kulai 500 MW Green Data Center Park :

Only mentioned Sea Limited as in QR ended March 2024 . The only Anchor Tenant/ customer since 2022 . No other Tenant .

👉Did not mention the Partnership with Nvidia DC progress same as in Last QR ??

2.) Referred QR ended March 2024 :

PowerSeraya n TNB Genco entered into an arrangement to export n import 100 MW of electricity to Singapore via the newly upgraded interconnector between the 2 countries..

👉No update of any progress ??

Posted by HumptyDumpty > 2024-08-21 22:15 | Report Abuse

@Antifanaticracism you are like village guy pretending to be big city rich man, so stop pretending like sifu , me also paiseh for you. Now you say want to buy tommorrow remember to leave a message what you buy ah. Be the man!

Posted by HumptyDumpty > 2024-08-21 22:17 | Report Abuse

Don't be coward yeah , say will up to 6 but didn't buy.

Posted by Antifanaticracism > 2024-08-21 22:31 | Report Abuse

Well u can listen to me or don't want to listen to me is up to u. If u want make money better listen to me

Posted by princehero > 2024-08-21 22:34 | Report Abuse

In short, is the results expected? Or below expectation ?

Posted by Antifanaticracism > 2024-08-21 22:40 | Report Abuse

DC is like kl- sg HSR. Can get enough passengers volume after investing hundred of billions. This is a ?

Posted by Antifanaticracism > 2024-08-21 22:43 | Report Abuse

Risky business

Posted by Silent 88888 > 2024-08-21 22:44 | Report Abuse

If not wrong the data center collaborate with NVIDIA? so what you meaning "NVIDIA cannot compete with GOOGLE and MICROSOFT" ?

Posted by HumptyDumpty > 2024-08-21 22:56 | Report Abuse

Correction RSS volumne are 562,500 (RSS) (IDSS got 450 but no intraday so it's likely covered )only, that a million down d (20 Aug someone check is 1.7m). Well i think majority short seller already exit, but today volume is only 379,190 . How did that 1 m exited.

Posted by sg999 > 2024-08-21 23:02 | Report Abuse

FV gain from ranhill=232M.

Posted by HumptyDumpty > 2024-08-21 23:03 | Report Abuse

NVIDIA's data center business has grown significantly in recent years and has become a major revenue driver for the company. Here are some key points about NVIDIA's data center business:

Revenue size: For the fiscal year 2024 (which ended January 28, 2024):
Data Center revenue: $47.51 billion
This represented a massive 217% increase from $14.51 billion in fiscal year 2023
Proportion of total revenue:
Data Center revenue accounted for about 78% of NVIDIA's total revenue in FY 2024
This is up from about 57% in FY 2023
Growth drivers:
Surge in demand for AI and machine learning capabilities
Increased adoption of NVIDIA's GPUs for data center applications
Strong sales of products like the H100 and A100 GPUs
Market position:
NVIDIA is a leader in the data center GPU market
Its GPUs are widely used for AI training and inference
Future outlook:
The company expects continued strong growth in this segment
Expanding into new areas like AI-powered robotics and autonomous machines
Competition:
While NVIDIA dominates, companies like AMD and Intel are also competing in this space
Recent performance:
In Q4 FY2024, Data Center revenue was $18.40 billion, up 409% from Q4 FY2023
It's important to note that NVIDIA's data center business has seen extraordinary growth, particularly driven by the AI boom. The scale and rate of growth are significant factors in the current AI and tech landscape.

Copy
Retry


Claude can make mistakes. Please double-check responses.

Posted by Johnchew5 > 2024-08-21 23:09 |

Post removed.Why?

Posted by Johnchew5 > 2024-08-21 23:13 |

Post removed.Why?

Posted by HumptyDumpty > 2024-08-21 23:16 | Report Abuse

Nvidia is the only certify AI data center at the moment as everyone is using their GPU and cuda software , except the crazy guy Elon which created his own super computer dojo. The only problem for YTLP is they promise to deploy Blackwell (which is delay) , and if YTLP is the first batch to receive blackwell , ytlp is the only AI data center with Blackwell on this side of globe.

Posted by Johnchew5 > 2024-08-21 23:18 |

Post removed.Why?

Posted by Permutation > 2024-08-21 23:23 | Report Abuse

Stock Fundamental always prevail. A friend of mine upon advised from his TA sifu sold all his holdings in YTLP today as the cut loss price has been triggered. Pity him. As the saying goes, just stick to fundamental, charts can be very very misleading !

Posted by Johnchew5 > 2024-08-21 23:23 | Report Abuse

AirTrunk launches AI-ready data centre in Malaysia

The centre will focus on accelerating the energy transition and supporting energy reliability.

Runjhun Pathak
30 July, 2024

Posted by HumptyDumpty > 2024-08-21 23:23 | Report Abuse

Oh yeah @Johnchew5 thanks , your is total so.. 800k exited. Not bad . Good earning, Left another half. Since few short seller and naysayer are still here, i dare say you guys are working over time .. Humpty Dumpty wish you good night.

Posted by Johnchew5 > 2024-08-21 23:25 |

Post removed.Why?