Posted by pang72 > 2024-09-24 18:24 | Report Abuse

I want to win million. So, I am here at $3.93
If I here at $5. 50,i will be lose millions.
It is not see but to weights the million ringgit in YTL AI weighing machine.
I will tell you how many KILO FOR THE NOTE!

Posted by MrFox > 2024-09-24 18:28 | Report Abuse

Wise man, thinking miles ahead of chamlo

Posted by pang72 > 2024-09-24 18:53 | Report Abuse

Yes, ytl AI is real... Now

Posted by pang72 > 2024-09-24 18:54 | Report Abuse

Malaysia is rapidly advancing in AI development & adoption, says YTL Power chief

savemalaysia
Publish date: Tue, 24 Sep 2024, 03:04 PM
KUALA LUMPUR: Malaysia is rapidly building a supportive ecosystem for the development and adoption of artificial intelligence (AI), according to Datuk Seri Yeoh Seok Hong, Managing Director of YTL Power International.

Posted by pang72 > 2024-09-24 18:55 | Report Abuse

He also announced that YTL AI Labs and UM will publicly release the MalayMMLU dataset along with evaluation code, encouraging the wider AI community to contribute to the growth of more inclusive and effective AI technologies.

"YTL AI Labs is proud to be part of this journey," he said.

Posted by pang72 > 2024-09-24 18:57 | Report Abuse

Malay language AI dataset....
Sooner or later will be Madani-YTL AI data center!!

Posted by dragon328 > 2024-09-24 20:13 | Report Abuse

Yes pang72, I certainly see a good chance for a second leg up for YTL Power shares to be driven by AI data centre news flows in coming months.

For a start, the announced AI tie-up with UM by YTL AI Labs is a smart move to utilise local talents to develop our own Malay large language model (LLM). UM has had an AI team set up years ago led by the prominent Professor Chan and has a small scale AI computer to do the job. Now the team can use the much larger and faster AI data centre at YTLP Kulai DC Park utilising Nvidia Hopper GPU as a start to train the LLM further.

YTLPower has allocated up to 8MW of capacity at the colocation data centre for the development of AI apps and local LLMs. Checks with Ai experts indicate that a LLM with 3 billion parameters could be trained within 2 months using Nvidia GPUs.

Posted by williamh > 2024-09-24 21:30 | Report Abuse

IT will be 6 two months from now, looting back will be regard after two months.collected20 lots today, will collect 50 tommorrow

Posted by FAInvestor > 2024-09-25 08:09 | Report Abuse

Nvidia rallied 4% last night. YTLP will break above 4 today.

Posted by pang72 > 2024-09-25 08:45 | Report Abuse

Yes, $4 today for sure in view of strong AI demand by Nvidia

Posted by yewnamhung > 2024-09-25 08:48 | Report Abuse

Well done 🤜🤛 go ahead !!!

Posted by pang72 > 2024-09-25 09:04 | Report Abuse

$3.98 up 5c...
$4 is not a dream for today

Posted by MrFox > 2024-09-25 09:08 | Report Abuse

Who doesn't want to hold such a rich and beautiful ahmoi?!?!?!
Haha

Posted by pang72 > 2024-09-25 09:16 | Report Abuse

Musang,
I want to be millionaires instead of holding ahmoi... Haha

Posted by pang72 > 2024-09-25 09:16 | Report Abuse

Because I know millions can buy many ahmoi, correct?

Posted by MrFox > 2024-09-25 09:30 | Report Abuse

Wise man

Posted by Boon Keng > 2024-09-25 10:00 | Report Abuse

seem like no power to break RM4 today.

Posted by Aero1 > 2024-09-25 10:11 | Report Abuse

https://theedgemalaysia.com/node/727794
Malaysia best placed to get lion's share of Asean's data centre development, says Maybank

Posted by pang72 > 2024-09-25 10:50 | Report Abuse

Sectoral top picks
Commenting on Asean-listed entities, Maybank named YTL Power International Bhd (KL:YTLPOWR) and Telekom Malaysia Bhd (KL:TM) among the key beneficiaries of data centre demand.

YTL Power, for which Maybank has a "buy" call of RM4.70, has 16MW operating data centre capacity and 72MW under development, of which 8MW is expected to come on stream this year.

It recalled that YTL Power is collaborating with Nvidia to develop artificial intelligence in YTL Power's data centre park in Kulai, Johor.


"Besides, we see YTL Power benefits owing to its interest in various elements of the data centre supply chain — power generation, water and sewerage, telecommunications and property development," it said

Posted by pang72 > 2024-09-25 10:52 | Report Abuse

Maybank reiterates buy call for ytlp at $4.70 for its DC asset

Posted by pang72 > 2024-09-25 10:52 | Report Abuse

Good job maybank

Posted by pang72 > 2024-09-25 10:57 | Report Abuse

$4 by afternoon

Posted by Antifanaticracism > 2024-09-25 11:00 | Report Abuse

I agree, Maybank usually make v reliable statements

Posted by dragon328 > 2024-09-25 11:07 | Report Abuse

UK: Bank of England's Bailey says interest rates are gradually
heading downwards. The BoE should be able to lower interest
rates gradually as it gains confidence that inflation will remain close
to its 2% target, Governor Andrew Bailey said in an interview
published. Bailey said he was "very encouraged" by the downward
path of inflation since it peaked at 11.1% nearly two years ago.
(Reuters)

Posted by 2721 > 2024-09-25 11:47 | Report Abuse

Finally rm4, congrats to those who sapu low low again =)

Posted by FAInvestor > 2024-09-25 13:15 | Report Abuse

Ytlp shaking weak holders.

Posted by FAInvestor > 2024-09-25 13:49 | Report Abuse

Afternoon session will break 4

Posted by pang72 > 2024-09-25 14:09 | Report Abuse

All weak holders have cut lose.
Uptrend now

Posted by Beta Ipoh > 2024-09-25 14:26 | Report Abuse

MR Dragon，Will the Malaysian Ringgit (MYR) appreciating by 15%-20% against the Singapore Dollar (SGD) and the British Pound (GBP) have a significant impact on YTL Power's performance？

Posted by Boon Keng > 2024-09-25 14:27 | Report Abuse

so many callbuy its time to SELL for shorterm play.

Posted by dragon328 > 2024-09-25 14:40 | Report Abuse

@Beta Ipoh, you have asked this question repeatedly and I have answered before. Not sure of your motive or just scared. Again I will say that the strengthening ringgit will make YTLP's overseas' subsidiaries' profits to be lower when translated into ringgit terms.

For example, PowerSeraya's projected net profit of S$170m for Q1 FY2025 would be translated into RM552 million at FX of RM3.25 to SGD1.00, a 6% reduction from the earlier figure of RM586m at FX of RM3.45. That's all and full stop.

More important is the underlying business operations, not the currency fluctuation. The businesses of YTL Power are all fully hedged against currency fluctuations, eg. fuel costs of PowerSeraya are fully hedged against FX and crude oil price movements.

YTL Power may not benefit from the strengthening ringgit, but rather the cooling inflation and lower interest rates in the UK, and tighter electricity supply in Singapore in next few quarters to 2026. These effects will have positive impacts on YTLP's overseas subsidiaries with potential earnings upgrade of over 5% which will negate the strengthening ringgit.

Early signs are pointing to better profits than the earlier assumed S$170m for PowerSeraya in Q1 FY2025. I am looking at a potential S$180m net profit in Q1, which will translate to RM585 million again even at FX of 3.25.

Posted by dragon328 > 2024-09-25 14:45 | Report Abuse

Anything that can be quantified is not a big risk to me, for instance FX movements.

It will be more risky if FX movements or any commodity price movements will cause a big dent to the underlying business profitability, i.e. aluminium price movements to Press Metal, or crude palm oil price movements to plantation companies. These are the companies that I will not invest in, taking heeds from Buffetology.

Posted by pang72 > 2024-09-25 15:15 | Report Abuse

... Dragon,
Because of their fearfull so ytlp got $3.90 cheap price mah...
So good

Posted by Boon Keng > 2024-09-25 15:44 | Report Abuse

RUN....doenst look good.

Posted by Antifanaticracism > 2024-09-25 17:29 | Report Abuse

It will go up pass 4 but not in a straight line. Price of share goes up in a zig zag manner

Posted by pang72 > 2024-09-25 18:30 | Report Abuse

Day high $4
It will hit $4 sooner

Posted by FAInvestor > 2024-09-25 19:51 | Report Abuse

Stock don't go up in straight line.

Posted by MrFox > 2024-09-25 20:34 | Report Abuse

Never mind the weather
As long as we are together
To see the wild west show

Posted by pang72 > 2024-09-25 21:55 | Report Abuse

Nvidia up 1.8% now to usd123
Ytlp can have the power to $4 again

Posted by pang72 > 2024-09-25 21:56 | Report Abuse

AI data center will become the key growth engine for Malaysia economy

Posted by Beta Ipoh > 2024-09-25 22:16 | Report Abuse

Mr Dragon You see through me, and my motivation is to learn from you. You showed me that investing in a company can be calculated so clearly. Although I have invested in stocks for more than 10 years, I have never done research in this way until I met you here. Whether it is finding information or analysis, it is amazing. Especially the analysis report you wrote, I read it many times, and I even don’t want to close it because I am worried that I can’t find your article. I also want to thank you for your patience in answering my questions. I will not sell ytl power casually because I have held it for more than 10 years. In these years, I don’t understand the operation of his business, I just collect dividends every year. I hope to learn more knowledge from you here.Dragon sifu。🙂

Posted by FAInvestor > 2024-09-26 07:13 | Report Abuse

Nvidia rallied 2.18% last night making Nasdaq close green whereas Dow closed in deep red.

Posted by Aero1 > 2024-09-26 09:37 | Report Abuse

KUALA LUMPUR (Sept 26): Malaysia is now more selective in choosing foreign direct investment, with a focus on projects that would greatly benefit the country, especially in the field of artificial intelligence (AI) and data technology, said Prime Minister Datuk Seri Anwar Ibrahim.

He said the opening of a data centre that used to depend on cheap energy and water to move and cool the operating system is now no longer sufficient.

"Now, if you want to [establish] a data centre, you must have AI,” he said, referring to projects like Nvidia's in Johor.

https://theedgemalaysia.com/node/728036

Posted by dragon328 > 2024-09-26 10:49 | Report Abuse

@Beta Ipoh, good for you to have been holding onto YTL Power for 10 years. You should thank yourself for the perseverance and faith in the company, to have held it through the worst period of the company in 2018-2020 when the share price dropped to below 70 sen, and withstand the temptation to lock in profit when the share price had jumped up 100% to RM1.40 or 400% to RM3.50. You are being rewarded for the patience and long term investment mentality.

Having said that, I hope you now have a better understanding of the company's various businesses, the earnings prospects and the challenges faced by each subsidiary, and are in a better position to evaluate the best time to lock in profits, or to hold on for many more years to collect dividends, whichever way to suit your investment and financial needs.

Posted by yewnamhung > 2024-09-26 11:00 | Report Abuse

Well done ~~~~" As u sow, so shall u reap"

Posted by OTB > 2024-09-26 11:06 | Report Abuse

"Now, if you want to [establish] a data centre, you must have AI,” he said, referring to projects like Nvidia's in Johor.

https://theedgemalaysia.com/node/728036
-------------------------------
Our PMX mentioned about the partnership between YTLPower and Nvidia on the AI data centre in Johor, I believe the worst is over for YTLPower.

I believe there is no case regarding the MACC investigation on YTL Communications now.

YTLPower is on track with the AI data centre development, and Nvidia has committed to deliver the necessary GPUs towards the end of 2024 for the first phase of its 50MW AI data centre which is being funded by Nvidia itself.

According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin).

I believe the share price of YTLPower will break new highs once the joint venture with Nvidia on the AI Supercomputer data center project is kicked off at the end of 2024.

YTLPower will benefit from JS-SEZ project. The agreement between Johor and Singapore will be signed in November 2024.

Based on my earnings projection and if I apply a PER of 12x and 15x, I expect YTL Power shares to trade up to the below prices.
2024 - EPS of 42 sen x 12-15 = RM5.04 - RM6.30
2025 - EPS of 50 sen x 12-15 = RM6.00 - RM7.50
2026 - EPS of 60 sen x 12-15 = RM7.20 - RM9.00

Good luck.
Thank you.

Posted by yewnamhung > 2024-09-26 11:17 | Report Abuse

wah lau eh ~~~ 好势了 !

Posted by CIO888 > 2024-09-26 11:20 | Report Abuse

I believe the share price of YTLPower will break new highs once the joint venture with Nvidia on the AI Supercomputer data center project is kicked off at the end of 2024.

YTLPower will benefit from JS-SEZ project. The agreement between Johor and Singapore will be signed in November 2024.

Based on my earnings projection and if I apply a PER of 12x and 15x, I expect YTL Power shares to trade up to the below prices.
2024 - EPS of 42 sen x 12-15 = RM5.04 - RM6.30
2025 - EPS of 50 sen x 12-15 = RM6.00 - RM7.50
2026 - EPS of 60 sen x 12-15 = RM7.20 - RM9.00
*****************************************************************************************
Hi, Mr. Ooi, if wait for golden cross formation when the 20-day EMA line (around RM 3.79) cut above the 70-day SMA line (around RM 4.37), buy based on TA when the price around RM 4.37 to RM 4.40?

As I hv bought some at 3.35 and 3.50, will top up again around 3.80 level. Thank you.

Posted by chopstick > 2024-09-26 11:25 | Report Abuse

kali ini kuat, very worry
https://www.nst.com.my/news/crime-courts/2024/09/1110967/1bestarinet-case-macc-probe-data-quality-services-provided-8000

Posted by CIO888 > 2024-09-26 11:44 | Report Abuse

I believe it is the right strategy to use this method.
I hope the worst is over for YTLPower.
Then you should see your profit grows.
Good luck.
Thank you.
*********************************************************************************
Thank you Mr. Ooi. I will use this strategy to trade and decision make based on the trend/ share price movement. For YTLP, always FA come first. Thank you.