Posted by Mabel > 2024-08-29 08:19 | 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 > 2024-08-29 12:01 | 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 > 2024-08-29 12:25 | Report Abuse

This selloff is so abnormal

Posted by Johnchew5 > 2024-08-29 12:33 |

Post removed.Why?

Posted by klee > 2024-08-29 12:48 | Report Abuse

Cat has unlimited bullets like calvintaneng lol

Posted by Vincent8864 > 2024-08-29 12:53 | Report Abuse

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

Posted by ken2004 > 2024-08-29 13:11 | 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 > 2024-08-29 14:03 | Report Abuse

Pushing downwards train back to RM1 or below ?

Posted by chamlo > 2024-08-29 15:12 | Report Abuse

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

Posted by TomYam > 2024-08-29 15:20 | 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 > 2024-08-29 15:21 | 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 > 2024-08-29 15:21 | 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 > 2024-08-29 15:36 | Report Abuse

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

Posted by iscmob > 2024-08-29 16:25 | Report Abuse

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

Posted by dragon328 > 2024-08-29 16:42 | 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 > 2024-08-29 16:47 | 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 > 2024-08-29 16:50 |

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Posted by Johnchew5 > 2024-08-29 16:51 |

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Posted by Johnchew5 > 2024-08-29 16:54 |

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Posted by Mabel > 2024-08-29 17:02 | 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 > 2024-08-29 17:06 |

Post removed.Why?

Posted by Johnchew5 > 2024-08-29 17:09 |

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Posted by treasurehunt > 2024-08-29 17:14 | Report Abuse

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

Posted by Mabel > 2024-08-29 17:24 | 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 > 2024-08-29 17:49 | Report Abuse

Think they should follow nvidia to share buyback

Posted by Mabel > 2024-08-29 18:03 | Report Abuse

Yes Alex..

That is the best way forward...

Posted by Mabel > 2024-08-29 18:04 | Report Abuse

Yinson did that...

Look at Yinson price lately...

Posted by dompeilee > 2024-08-29 18:14 | 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 > 2024-08-29 18:20 | Report Abuse

Congratulations dompilee, you are smart investor

Posted by Antifanaticracism > 2024-08-29 18:54 | 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 > 2024-08-29 19:01 | Report Abuse

Klci must act fast to stop the syndicates action

Posted by Vincent8864 > 2024-08-29 19:06 |

Post removed.Why?

Posted by Johnchew5 > 2024-08-29 19:23 |

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Posted by Vincent8864 > 2024-08-29 19:26 | 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 > 2024-08-29 19:31 |

Post removed.Why?

Posted by Johnchew5 > 2024-08-29 19:36 |

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Posted by Johnchew5 > 2024-08-29 19:39 |

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Posted by ks55 > 2024-08-29 19:50 | Report Abuse

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

Posted by Johnchew5 > 2024-08-29 19:50 |

Post removed.Why?

Posted by Johnchew5 > 2024-08-29 19:55 |

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Posted by Johnchew5 > 2024-08-29 19:59 |

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Posted by Johnchew5 > 2024-08-29 20:03 |

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Posted by Johnchew5 > 2024-08-29 20:30 |

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Posted by Antifanaticracism > 2024-08-29 20:39 | 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

Posted by Antifanaticracism > 2024-08-29 20:42 | Report Abuse

Syndicate will always sell slightly below the tp

Posted by Antifanaticracism > 2024-08-29 20:47 | Report Abuse

After syndicate has dump the shares, the share price fall to ridiculous level. Then the syndicate will slowly scoop up the undervalued shares.

Posted by Antifanaticracism > 2024-08-29 20:59 | Report Abuse

Share prices are 50% depends on fundamentals when syndicate allows it. Then syndicate will push it up further before casting their net. So the other 50% is manipulated by syndicate using borrowed shares which were lended by unscrupulous directors of companies for a high enough fee to the syndicate

Posted by titan3322 > 2024-08-29 21:02 | Report Abuse

Let down by pittance dividend !

Posted by Antifanaticracism > 2024-08-29 21:04 | Report Abuse

Syndicate has cooperation of officers in brokerage firms as some brokerage firms owners also benefited from this scam. They make millions in just a few weeks while clients took year of patient waiting

Posted by Antifanaticracism > 2024-08-29 21:07 | Report Abuse

The more greedy u are the more likely u will be caught