Posted by Johnchew5 > 2 days ago | Report Abuse

Hoho very interesting on 4QFY24 Window Dressing:

PBT RM 1239 million - RM 1060 million ( increased of Borrowings) - RM 202 million ( fair value gain from Ranhill acquisition ) =
-RM 23 million

Posted by Johnchew5 > 2 days ago | 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 in QR ended June 2024 ??

Posted by Mabel > 2 days ago | Report Abuse

NVIDIA (NASDAQ: NVDA) reported record quarterly revenue of $30.0 billion for the second quarter ended July 28, 2024. This represents a 15% increase from the previous quarter and an impressive 122% growth compared to the same period last year. Here are the key highlights:

• GAAP earnings per diluted share: $0.67 (up 12% from the previous quarter and up 168% from a year ago).
• Non-GAAP earnings per diluted share: $0.68 (up 11% from the previous quarter and up 152% from a year ago).
• Data Center revenue: A whopping $26.3 billion, up 16% from Q1 and a remarkable 154% increase from a year ago.
• NVIDIA’s CEO, Jensen Huang, emphasized the strong demand for their products, particularly in data centers and AI applications.

Additionally, NVIDIA declared a quarterly cash dividend of $0.01 per share, payable on October 3, 2024, to shareholders of record as of September 12, 2024. The company also completed a ten-for-one forward stock split on June 7, 2024.

Looking ahead, NVIDIA’s outlook for the third quarter of fiscal 2025 is optimistic, with expected revenue of $32.5 billion, plus or minus 2%

Let see if YTLP got Power today...

Meow Meow Meow

Posted by CharlesT > 2 days ago | Report Abuse

Are u going to drop more?

Posted by Mabel > 2 days ago | Report Abuse

Some investors took the opportunity to lock in profits. NVIDIA’s stock had surged significantly year-to-date, and a pullback was expected as investors cashed in on gains.

The broader market sentiment can impact individual stocks. If there’s overall uncertainty or negative sentiment, even good earnings results might not prevent a stock from falling.

Remember that stock prices are influenced by a complex interplay of factors, and short-term movements can be volatile. Long-term investors often focus on the company’s fundamentals and growth prospects.

Posted by Mabel > 2 days ago | Report Abuse

Nancy Pelosi remains one of the most followed members of Congress when it comes to the disclosure of stock and options trades.

The former House speaker disclosed the purchase of more NVIDIA Corporation (NASDAQ:NVDA) shares in July..

What Happened: Pelosi disclosed two stock trading positions during the week, with the purchase of additional Nvidia shares and the sale of a portion of Microsoft Corporation (NASDAQ:MSFT) shares owned, as reported by Benzinga's Government Trades page.

Pelosi, a Democratic congresswoman from California, disclosed buying $1 million to $5 million in Nvidia shares with the subject line stating that 10,000 shares were purchased. The trade was made on July 26. Pelosi's disclosed trades are made by her husband Paul Pelosi, who is a venture capitalist.

Mabel Pelosi..

Posted by Mabel > 2 days ago | Report Abuse

YTL Power International Berhad (KLSE: YTLPOWR) has shown resilience and growth potential.

Recent Performance: YTL Power recently reported strong annual numbers, beating expectations with revenues of RM22 billion (2.0% ahead of forecasts). Statutory earnings per share (EPS) were RM0.42 (6.6% ahead of estimates).

Analyst Forecasts: The consensus forecast from YTL Power’s 13 analysts’ projects revenues of RM23.0 billion in 2025, reflecting a 2.8% improvement compared to the last 12 months. Statutory EPS is expected to reduce slightly to RM0.39 in the same period.

Price Target: The consensus price target fell 5.3% to RM5.74. Analysts’ views vary, with the most optimistic target at RM7.30 per share and the most pessimistic at RM4.00.

Industry Context: YTL Power’s revenue growth is expected to slow down (2.8% annualized) compared to its historical growth rate of 19% over the past five years. Other industry participants are forecasted to grow revenue at 5.1% per year.

Strategic Moves: YTL Power’s increased stake in Ranhill Utilities Bhd is expected to strengthen its position in the Malaysian utilities space, contributing to long-term earnings growth.

In summary, while near-term challenges exist, YTL Power’s strategic moves and industry positioning suggest positive long-term prospects.

Meow

Posted by iscmob > 1 day ago | Report Abuse

We can't tame how Mr. Market reacts or responses. But we can learn from him and better our skills in investing.

Posted by tim09 > 1 day ago | Report Abuse

This selloff is so abnormal

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho no worries, Singapore can get Solar RE supply from CGPP 800 MW projects Winners which is scheduled to be COD by 2025 .

—-

Posted by Johnchew5 > 5 hours ago | 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 in QR ended June 2024 ??

Posted by klee > 1 day ago | Report Abuse

Cat has unlimited bullets like calvintaneng lol

Posted by Vincent8864 > 1 day ago | Report Abuse

Weighted moving average 50 days line crossing 200 days line. Death cross ☠️.

Posted by ken2004 > 1 day ago | Report Abuse

Actually NVIDIA beat estimates but just that too high expectation, so in reality is this really bad news lol, so maybe just can said the bad news is just overprice?

Posted by eastern_joy > 1 day ago | Report Abuse

Pushing downwards train back to RM1 or below ?

Posted by chamlo > 1 day ago | Report Abuse

OTB and dragon328 sifu where are they lately? Why go hiding?

Posted by TomYam > 1 day ago | Report Abuse

The regulated Electricity tariffs trended upwards from 2020 to the beginning of 2H 2022 before trending downwards. Overall, the regulated Electricity tariffs decreased by 6.0% from an average of 30.0 cents per kWh in 2H 2022 to an average of 28.2 cents per kWh in 1H 2023. A similar downward trend was observed for the General Town Gas tariffs.
EMA | SES Chapter 5: Energy Prices
www.ema.gov.sg/resources/singapore-energy-statistics/chapter5
www.ema.gov.sg/resources/singapore-energy-statistics/chapter5

Posted by Vincent8864 > 1 day ago | Report Abuse

Email sent to Lion Group for further action:

Hi Sir / Madam:

I hope this message finds you well.

I wanted to bring to your immediate attention that there has been a post on the i3 Investor Forum (A public forum) containing inflammatory and potentially damaging information about Amsteel (A Lion Company) The content of this post appears to be aimed at tarnishing the company’s reputation and could potentially mislead investors or the public.

Given the seriousness of this situation, I recommend a prompt review of the post and consideration of the appropriate course of action to address this matter including reporting this case to Malaysia MCMC and Police.

Sample of this person's posting

https://klse.i3investor.com/web/cube/profile/Vincent9864

Posted by TomYam > 1 day ago | Report Abuse

https://www.straitstimes.com/singapore/new-hydrogen-ready-power-plant-to-be-built-by-2026-as-s-pore-seeks-greener-energy-generators

Posted by Alex Chua > 1 day ago | Report Abuse

https://www.kdebwm.com/media-room/articles/council-explains-processes-before-rawang-incinerat/

Posted by iscmob > 1 day ago | Report Abuse

Blackwell is still on time lah.
https://youtu.be/NC5NZPrxbHk?si=VWrps6cnSPpUL-Ql

Posted by dragon328 > 1 day ago | Report Abuse

I think the selldown on YTL Power in past few days is mainly due to selling of short term traders after the Q4 result announcement and speculative short selling activities. There is nothing change in the fundamentals of the company with continued strong earnings expected from PowerSeraya and explosive earnings contribution from AI data centres next year.

Despite the record profits achieved by YTL Power in FY2024, naysayers and short sellers can always find excuses to play down the strong earnings. They keep on saying that PowerSeraya earnings will tank in the future but have again proven wrong in this Q4 FY2024. I expect them to be proven wrong again in Q1 FY2025.

Despite the clarification from YTLP management in the post-result analysts' call, some sell side analysts still keep on saying that the AI data centre progress will be delayed due to delays in Nvidia Blackwell GPUs. It is up to what they want to say, but they are wrong.

It is like Nvidia. Its CEO Jensen Huang has repeatedly reassured that the Blackwell GPU production is well on tract for delivery in 2H 2024, but still some choose to ignore the fact.

Posted by dragon328 > 1 day ago | Report Abuse

Nvidia share price suffered some 7% drop in after-hour trading though the company announced market-beating Q2 result. I guess the good results can never satisfy the most bullish investors, and naysayers will continue playing down on the strong earnings and strong guidance for Q3.

Over here, YTL Power suffers the same fate with its share price down to pre-result level, as sell side analysts keep saying PowerSeraya has passed its peak earnings and there will be delays in AI data centre roll out.

Not to forget that there are two call warrants on YTL Power expiring on 30 August. The potential share overhang may be over 30 million shares as market says that the call warrant issuers have no intention to issue any new call warrant, hence will sell off their hedged mother shares.

I think after the expiry of the call warrants on 30 August and closure of more short positions on YTLP by end of the month, hopefully the share price will see steady rise.

Despite all this noise, foreign funds bought back RM20 million worth of YTL Power shares yesterday. I think there will always be funds that see deep values in YTLP.

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho Referred to :
Kenanga Research & Investment
22 August 2024


So good QR ended June results, why TP is reduced from RM 5.44 to RM 5.20 ..

👉 Hoho very interesting on 4QFY24 Window Dressing:

PBT RM 1239 million - RM 1060 million ( increased of Borrowings) - RM 202 million ( fair value gain from Ranhill acquisition ) =
-RM 23 million


> Upgrade the stock to OUTPERFORM from MARKET PERFORM.
Risks to our recommendation include: (i) stringent ESG standards in developed markets, (ii) regulatory risk in the power sector in Singapore, (iii) the new data centre business fails to take off, and (iv) sustained losses at YES.

i.) stringent ESG standards in developed markets:

Wessex : latest QR is Profit from Previous Loss due to tariffs hike .

But need to pump in Huge Capex RM 20.0 Billion over next 5 Years .

Is struggling on :

👉Over the next five years, regulator Ofwat said it would allow companies to increase average bills by 21%, or 94 pounds ($121), to fund an 88 billion pounds infrastructure upgrade.


👉 The water companies said that was not enough to tackle sewage spills, fix leaking pipes and increase capacity for a growing population. They had wanted to raise bills by an average of 33%, to invest 105 billion pounds.


ii) regulatory risk in the power sector in Singapore.

👉 > PowerSeraya 2 Power Plant are anticipated going to be phase out due to the Service life :


> Steam Turbine Power Plant thermal project with a capacity of 1,448MW by 2027 ..


Pulau Seraya Combined Cycle Power Plant is a 1,472MW by by 2026 to 2031 .

>> Total Capacity = 2,920 MW

There is a New Power Plant announced on : 2 Feb 2024 — The construction of a 600MW hydrogen-ready CCGT is estimated to cost $800 million and is targeted to be completed by 31st December 2027.

👉 At the moment, Singapore is planned to import 2,000 MW Solar RE from Australia.

👉👉Forseen PowerSeraya future earnings Shl be deteriorating ..🤔



Key points :


Australian government approves AAPowerLink project to export solar to Singapore
By George Hevnes
August 21, 2024


Renewable energy developer Sun Cable has secured approval from the Australian government for the Australian element of its Australia-Asia Power Link ( AAPowerLink ) interconnector.

In a statement made today (21 August), Sun Cable said the project has been assessed and approved by Tanya Plibersek, the Commonwealth’s minister for the Environment and Water, under the Environment Protection and Biodiversity Conservation Act (EPBC). This approval follows the previous one secured from the Northern Territory government and NT Environment Protection Authority for the interconnector last month.


👉👉It is worth noting that the project received approval from Indonesian authorities in 2021.

AAPowerLink to couple large-scale solar and energy storage deployment
The AAPowerLink project is set to deploy between 17GW and 20GW of solar capacity and between 36.42GWh and 42GWh of energy storage to connect Australia’s Northern Territory with Singapore via 4,300km of subsea cable and supply power to the territory’s capital, Darwin, and the surrounding region.

The project aims to deliver up to 4GW of green electricity to Darwin’s green industrial customers over two stages of development. 900MW will be provided in stage one and approximately 3GW in stage two. 1.75GW will also be supplied to customers in Singapore.

Posted by Johnchew5 > 1 day ago | Report Abuse

iii) the new data centre business fails to take off

👉 Referring to QR ended March and June 2024 , Only mentioned Anchor Tenant/ customer Sea Ltd since 2022 , which is a Ytl consortium Partner in a Digital Banking Licence, awarded on 2022 . 3 Digital Banks are in Operation out of 5 Digital Banking Licenses, excluding Sea Ltd .

👉 No mentioned progress on Nvidia DC ??


👉👉 Hoho partially repost :


Microsoft to Expand Data Centre hub in Johor, Malaysia
By Helen Sydney Adams
June 14, 2024


Microsoft to build data centre in Eco World's industrial park, as Microsoft commits to investing US$2.2bn in cloud computing & AI services in Malaysia
Eco World has sold land in Johor, Malaysia, to a local subsidiary of Microsoft, which will develop a data centre site there. This is just one of many data centre developments in Malaysia this year, as the country is becoming a hub of data activity. 


>> Microsoft has recently committed to investing US$2.2bn in cloud computing and AI services in Malaysia, over the next four years. 


Hoho Microsoft Azure is recruiting Cloud Engineers:

👉At the core of Microsoft Azure’s sustainability efforts is a commitment to use 100% renewable energy to power its data centres by 2025 .Azure has also implemented innovative cooling technologies, such as using outside air for cooling and capturing waste heat to warm local buildings.


Hoho same same in Kulai District, Eco Business Park VI in Senai, Kulai District, north of Johor .. is a competitor to Ytl Kulai 500 MW Green DC Park .

👉👉👉Better buy land to build DC site rather as a Tenant/ Customer.

👉👉👉👉 Can get Solar RE supply from CGPP 800 MW projects Winners ( ard 18 winners) thru TNB power grid as TPA .

Details of CRESS is going to be announced on September 2024 .

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho recalled the Dragon said Ytl Kulai DC Green Park is not using Blackwell GPU chips .🤣

Posted by Mabel > 1 day ago | Report Abuse

twobits Mabel meow,

Your last average is rm3.83?
Just curious what's your next level to average?

Woof woof
29/08/2024 11:14 AM

Meow Meow twobits...

Mabel has been in and out of YTLP

Thought can goyang kaki oledi after collecting at previous price..

Too good to be true as the short sellers are too active in this counter..

Today trade:

This morning sold all at RM 3.73 as chart still not so good..
Collect back in the afternoon starting from RM 3.690, RM 3.680, RM 3.670 and RM 3.660

Now Mabel Average is RM 3.675

Hope after this, Mabel Mabel can goyang kaki..

Price Target: The consensus price target fell 5.3% to RM5.74. Analysts’ views vary, with the most optimistic target at RM7.30 per share and the most pessimistic at RM4.00.

Valuation for YTL Power (Thank you dragon328!!!)

With the latest Q4 result, YTL Power has become the cheapest utility stock in Bursa. YTL Power is trading at historical PER of just 8.8x, dropping to 8.1x in FY2025 and 6.5x in FY2026. In comparison, Tenaga is trading at 23x PER on FY2024 earnings and Petronas Gas at 20x FY2024 earnings.

YTL Power should be trading at minimum PER of 10x and a fair PER of 15x, hence it should be trading at RM4.27 minimum or RM6.40 in 2024, rising to a minimum of RM4.62 to RM6.93 in 2025.

Over a longer term, I see not much challenge for YTL Power share price to test RM8.70 to RM13.00 by 2030.

To Our Success !

Meow Meow Meow

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho using Hopper GPU ke ..

—-

Posted by Johnchew5 > 10 minutes ago | Report Abuse

Hoho recalled the Dragon said Ytl Kulai DC Green Park is not using Blackwell GPU chips .🤣

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho ya lo Mabel had been Guyang kaki on TG from RM 7.25 to below RM 0.65 … and with Serba Free tickets from RM 0.57 n RM 0.42 until delisted.🤣

Posted by treasurehunt > 1 day ago | Report Abuse

Bless and curse of ' Chart won't lie". The cycle is repeating again.

Posted by Mabel > 1 day ago | Report Abuse

Johnchew5 Hoho ya lo Mabel had been Guyang kaki on TG from RM 7.25 to below RM 0.65 … and with Serba Free tickets from RM 0.57 n RM 0.42 until delisted.🤣
29/08/2024 5:09 PM

Cheer Mickey..

Remember Mabel had a good Sifu...

To Our Success !

Meow

Posted by Alex Chua > 1 day ago | Report Abuse

Think they should follow nvidia to share buyback

Posted by Mabel > 1 day ago | Report Abuse

Yes Alex..

That is the best way forward...

Posted by Mabel > 1 day ago | Report Abuse

Yinson did that...

Look at Yinson price lately...

Posted by dompeilee > 1 day ago | Report Abuse

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

1 week ago

Posted by dompeilee > 3 days ago

🤗SOLDDDD more YTL Power @ $4.46 to attain the ultimate personal GOLD: 1,000 successive market days of +ve trading income since July 29, 2020!!!🤗🏅🎼🏹🔟1️⃣ 0️⃣ 0️⃣ 0️⃣ 🈶⃣⃣⃣⃣

Posted by CharlesT > 1 day ago | Report Abuse

At present price of RM3.77, YTLPower's PE is ard 9.....

Cheap right? Very very undervalued right??

Let's c how low their PE can go



L@@ks the DC mania bubble is finally popped! No wonder Charles🐔riceT is so CRABBY 2day! Also because he sold off his speculative Notion-WD for 🐓-feed instead of being less🐔 🐓 & waiting till today where he could have earned a sumptuous buffett! Sayonara! I keep just 100 shrs to attend AGM & as a memento of my success in both YTLP & YTL, among many others!

Posted by Vincent8864 > 1 day ago | Report Abuse

Congratulations dompilee, you are smart investor

Posted by Antifanaticracism > 1 day ago | Report Abuse

A group of cons consisting of brokers and their paid personals are orchestrating short selling to reap billions from clients who are holding the shares. This syndicate order their to sell many of a company shares in the shortest time causing a few companies shares to fall sharply. This scenario caused many other shares to fall. Before this manipulated event, the syndicate has sold out already. When share fell to a ridiculous level they scoop back. The panicking clients sold at low price and lost. Our market is healthy but being manipulated by syndicates

Posted by Antifanaticracism > 1 day ago | Report Abuse

Klci must act fast to stop the syndicates action

Posted by Vincent8864 > 1 day ago | Report Abuse

As long as not caught, all these activities are happening worldwide. Don't blame anyone, the chart won't lie only kon artistis lie.

Posted by Antifanaticracism > 3 minutes ago | Report Abuse

Klci must act fast to stop the syndicates action

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho like Yinson SBB ? Chamlo Yinson SBB to Goreng Up for what purposes?

Oredi spent RM 369 million on SBB with over 4.94 % shares ( as at April 2024 ), where as EPF n KWAP keep rotating Cari Untung.

If FPSO Atlanta cannot First Oil by August 2024 … further losing Revenue RM 1.585 million/ day .

Posted by Vincent8864 > 1 day ago | Report Abuse

Paying double digit interest loan use it for SBB. The management must be crazy! Or they have their personal agenda behind this SBB?

Posted by Johnchew5 > 50 seconds ago | Report Abuse

Hoho like Yinson SBB ? Chamlo Yinson SBB to Goreng Up for what purposes?

Oredi spent RM 369 million on SBB with over 4.94 % shares ( as at April 2024 ), where as EPF n KWAP keep rotating Cari Untung.

If FPSO Atlanta cannot First Oil by August 2024 … further losing Revenue RM 1.585 million/ day .

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho Yinson is burdened with Huge Debts due to the Latest 3 New unit FPSO .

No worries the own claimed FA Guru in Yinson forum , Sslee said will see 5 Waves wow but didn’t know the Waves name… now Tikus away from Yinson .🤣

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho oh Yinson Loans n Borrowings :


5.) Loans n Borrowings :

A.) Sukuk Wakalah : Fixed rate at 5.55 % per annum : RM 1,005 million

B.) Term Loans :

1.) Fixed rate at 12.0 % per annum USD > RM 1,061 million

2.) Fixed rate at 13.88 % per annum USD > RM 1,237 million.

3.) Floating rate vary based on Cost of funds USD > RM 478 million

4.) Floating rate vary based on Secured Overnight Financing Rate USD > RM 10,808 million.

5.) Floating rate vary based on Cost of funds INR > RM 851 million

5.a) INR > RM 141 million

Rate is reset every 5 years .

6.) Revolving Credits

Floating rate vary based on Cost of funds USD > RM 115 million

C.) Unsecured:

7.) Term Loans : Floating rate vary based on Secured Overnight Financing Rate USD > RM 543 million.

8.) Revolving Credits: Floating rate vary based on KLIBOR RM 179 million

9.) Floating rate vary based on Cost of funds RM 101 million.

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho Yinson FPSO Atlanta 1st oil by August 2024 .. FPSO Maria Quiteria 1st oil by December 2024 …FPSO Agogo 1st oil by 1Q 2026 ..

Posted by ks55 > 1 day ago | Report Abuse

Cannot comment on YTLP share price, otherwise sifu will say I bad mouth his share.

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho on Solar RE , since LSS1 to recent LSS5 2000 MW Tender , Regulators objective n intentions clearly seen … even 800 MW CGPP Winners each capped at 30 MW .

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho CGPP winners can sell direct to end users n export to Singapore thru TNB power grid as TPA .. oredi announced the wheeling charges … CRESS details shl be announced by September 2024 .

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho btw Why YTLpower never tender for local Gov Solar Projects??

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho like Sabah POP project “ Kaw Tiam “ case being exposed !!!

Posted by Johnchew5 > 1 day ago | Report Abuse

Hoho the own claimed FA Guru in Yinson Sslee is proven again a Tinkosong boyy in Jaks , worst than his Tinkosong pair Huang bok kai ... oredi mentally mad in Jaks.🤣

Posted by Antifanaticracism > 1 day ago | Report Abuse

TP of a company is set by a group of shares experts. Let say is rm 5 . So all the clients will be fully focus on the TP. When it reached 5 rm, the clients who bought the shares would tell everybody that I told u. Then the group of share experts will raise the target price to RM 6 and come out with all kind of news why it's tp is 6. This scenario will entice existing share owners to buy more even to the extent of borrowing from bank by charging property or using personal loan. The syndicate will then push the price to 5.5 .
Then those holders of the shares would say , I told u so and comes up with tan of data and future profit to be made by the company. But then the syndicate starts selling quietly mby allowing share price to move up 10 cents, then they sell to -5 cents. This process is repeated until they disposed a large quantity of their shares. The remainder they just dump. The shares price drop 50 cent to 1 rm. Those experts shares hold still believe it will reach rm 6, the tp when they will make millions