Posted by darrenliew > 2024-09-30 08:21 | Report Abuse

ANALYSIS OF YTLPOWR'S FUNDAMENTALS AS AT 30/9/24

POSITIVES :-

VERY STRONG GROWTH WITH INCREASING EPS N DECREASING P.E.s SEEN UP TO ITS 3Q 2024 (31/3/2024) RESULTS.
JUSTIFYING HIGH VALUATIONS AND PRICE TARGETS

NEGATIVES:-

ITS BUSINESS AND FINANCIAL FUNDAMENTALS SEEN TO HAVE PEAKED IN ITS 4Q (30/6/2024) RESULTS:-
(1) SPORE POWERSERAYA'S 4Q PROFITS DECLINED COMPARED TO ITS PRECEDING Q
(2) OVERALL ITS RESULTS WOULD HAD DECLINED IF THE EXTRAORDINARY GAIN (paper value gain) FROM ITS TAKE OVER SHARE PURCHASE OF RANHILL WAS NOT INCLUDED
(note that Ramhill's share price had since fell back. How is it's coming 1Q 2025 (30/9/24) going to be adjusted to reflect this decline?)
(3) DURING THE 3 MONTHS FROM JUNE TO SEPTEMBER 2024 (1Q 2025) YTLPOWR'S BUSINESS AND FINANCIAL FUNDAMENTALS HAD WEAKENED DUE TO :-
(A) THE BUSINESS DYNAMICS OF POWERSERAYSA HAD DETERIORATED BASED ON THE RESEARCH FINDINGS PROVIDED BY HNG33 (plse refer)
BASED ON THIS POWERSERAYA'S PROFITS WILL LIKELY DECLINE DURING ITS 1Q 2025 OPERATIONS
B) THE PERSISTENT STRONG RUN UP OF OUR RINGGIT AGAINST SGD, STERLING AND USD IS REAL
THIS WILL TRANSLATE ALL ITS OVERSEAS SUBSIDIARIES' RESULTS/PROFITS INTO SIGNIFICANT DECLINES AFTER FINANCIAL CONSOLIDATION ON 30/9/24.
LIKELY TO BE SEEN WHEN ITS 1Q RESULTS ARE RELEASED ON 23/11/24.

ALL THE ABOVE FINANCIAL PROJECTIONS DO NOT TAKE INTO ACCOUNT ANY PROFIT CONTRIBUTIONS BY ITS LATEST BUSINESS TIE-UP WITH NVIDIA BCOS AS POINTED OUT BY HNG33 THIS AI DC VENTURE IS UNLIKELY TO BEAR FRUITS UNTIL AFTER 2ND HALF OF FY2025

(4) MAAC INVESTIGATIONS INTO ITS 1BESTARINET RM4B PROJECT:-

MY ABOVE ANALYSIS DO NOT DWELL INTO THIS ONGOING PROBE WHICH WILL TAKE SOME TIME.
WHATEVER ITS FINDINGS THE FACT THAT MAAC HAD STARTED ITS INVESTIGATION AND EXPECTED TO BE QUITE A LENGTHY PROCESS IS ALREADY CREATING UNCERTAINTIES.

Posted by mf > 2024-09-30 08:26 | Report Abuse

Israeli army expands strikes on Beirut as attacks on Lebanon kill 105

Posted by darrenliew > 2024-09-30 08:43 | Report Abuse

hng33

20,259 posts

Posted by hng33 > 2 hours ago | Report Abuse

If RM strengthen back to 10 year ago
1. USD = RM 3.25
2. SGD = RM 2.55
3. POUND = RM 5.25

What will happen to all YTLP oversea business? Major earning contributor YTL seraya power will contribute less 25%, Jordan power and Indonesia power will contribute less 30%, wesses water will contribute 15% less and new upcoming Data center will become less competitive in global market as service charge is in more expensive RM, the earlier advantage on cost of electricity and water bill become less attractive due to strengthen RM

Posted by mf > 2024-09-30 08:45 | Report Abuse

Nikkei 225
38,042.50 38,441.00 37,898.50 -1,779.00 -4.47%

Posted by darrenliew > 2024-09-30 08:47 | Report Abuse

https://www.nst.com.my/business/economy/2024/09/1112509/ringgit-could-strengthen-rm380-against-us-dollar-end-2024

Posted by darrenliew > 2024-09-30 08:49 | Report Abuse

What is a Death Cross?
The death cross is a chart pattern that indicates the transition from a bull market to a bear market. This technical indicator occurs when a security’s short-term moving average (e.g., 50-day) crosses from above to below a long-term moving average (e.g., 200-day).


ggleow

42 posts

Posted by ggleow > 4 hours ago | Report Abuse

https://www.thestar.com.my/news/nation/2024/09/29/macc-meets-with-maszlee-over-1bestarinet-issue

ggleow. Another news come out . Tomorrow open gap down.


speakup

26,800 posts

Posted by speakup > 4 hours ago | Report Abuse

One bad new after another non-stop

Posted by BabyBee > 2024-09-30 10:48 | Report Abuse

Looks like a lot of hidden seller
better run now 🏃

Posted by FAInvestor > 2024-09-30 11:16 | Report Abuse

YTLP slowly climb back up to 4.00

Posted by chamlo > 2024-09-30 11:51 | Report Abuse

RM 3.7 last chance to sell high? RM now 4.1 vs USD later 3+ how?

Posted by facsc118 > 2024-09-30 12:09 | Report Abuse

why still no drop.....i want buy leh

Posted by KingKKK > 2024-09-30 13:21 | Report Abuse

FBMKLCI Shake-Up in Q3: Sector WINNERS and LOSERS - YTLPOWER, MAYBANK, YTL, HARTA, TOPGLOV, CIMB, GAMUDA

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-09-29-story-h470135190-FBMKLCI_Shake_Up_in_Q3_Sector_WINNERS_and_LOSERS

Posted by Antifanaticracism > 2024-09-30 14:47 | Report Abuse

The whole market is dead. Sell everything and stay away. There is no money in the market. Many who played share starting from the beginning of the year have extracted billions from the market. Even many individuals made millions. These winners are hoarding and are not buying. The market is a tin losing. It is going to fall sharply. Run as fast as you can

Posted by Antifanaticracism > 2024-09-30 14:48 | Report Abuse

tin kosong

Posted by Antifanaticracism > 2024-09-30 14:52 | Report Abuse

Made less also get out.

Posted by Antifanaticracism > 2024-09-30 14:55 | Report Abuse

Cut losses if u can

Posted by Antifanaticracism > 2024-09-30 15:05 | Report Abuse

Those fellows bot at 1 rm and sold at 4 rm. Do u think they are going to buy back at 2+ or 3. No. They are only going to buy back at 1+

Posted by Antifanaticracism > 2024-09-30 15:07 | Report Abuse

Everytime share price moves up , they sell

Posted by Antifanaticracism > 2024-09-30 15:10 | Report Abuse

Forget about playing shares this year. I am buy a new car to enjoy

Posted by Antifanaticracism > 2024-09-30 15:14 | Report Abuse

Secondly US has a 60 to 70% of falling into a deep recession as it's national debt is enormous and frightening

Posted by Antifanaticracism > 2024-09-30 15:23 | Report Abuse

Get out while u can. Market is going through a process of slow death. Everyday it loses a few cents. By the time u realized it , your share is almost at zero

Posted by Antifanaticracism > 2024-09-30 15:25 | Report Abuse

China is giving it's market a morphine shot before it dies. That what doctors do to patient s who are going to die so that relatives can have a last look

Posted by Antifanaticracism > 2024-09-30 15:34 | Report Abuse

Tomorrow ytlp will drop. Today is just a technical rebound

Posted by 8u29song > 2024-09-30 15:39 | Report Abuse

walao...Shanghai and HangSeng.....Japan shows no confidence to new PM...

Posted by facsc118 > 2024-09-30 15:40 | Report Abuse

i enter already 3.66

Posted by facsc118 > 2024-09-30 15:43 | Report Abuse

is not no confidence .............is the new prime minister support BOJ to increase interest rate

Posted by 8u29song > 2024-09-30 15:43 | Report Abuse

asking YTL followers...YTL and YTLpower, which is better ??

Posted by Antifanaticracism > 2024-09-30 15:44 | Report Abuse

Facsc, all the best to u. Don't commit too much

Posted by facsc118 > 2024-09-30 15:44 | Report Abuse

im buying both. corp im enter at 2.51 just now

Posted by facsc118 > 2024-09-30 15:45 | Report Abuse

thank for your wish. im ok to hold.

Posted by facsc118 > 2024-09-30 15:49 | Report Abuse

can buy mcement also

Posted by 8u29song > 2024-09-30 15:49 | Report Abuse

then I take corp

Posted by 8u29song > 2024-09-30 15:51 | Report Abuse

not all egg in one group. put some in Pchem..

Posted by 8u29song > 2024-09-30 15:54 | Report Abuse

TQ..

Posted by facsc118 > 2024-09-30 15:54 | Report Abuse

my money most in y group

Posted by 8u29song > 2024-09-30 15:54 | Report Abuse

q at 253 ytlcorp

Posted by facsc118 > 2024-09-30 15:57 | Report Abuse

q 2.52 la

Posted by facsc118 > 2024-09-30 15:57 | Report Abuse

buy for long term no need chase price

Posted by 8u29song > 2024-09-30 16:08 | Report Abuse

haha interesting

Posted by facsc118 > 2024-09-30 16:10 | Report Abuse

power 3.69

Posted by facsc118 > 2024-09-30 16:10 | Report Abuse

lets see can break 3.7 or not

Posted by 8u29song > 2024-09-30 16:13 | Report Abuse

I was told, next year will see the fruits...

Posted by facsc118 > 2024-09-30 16:17 | Report Abuse

Next qtr also can see fruits

Posted by cwc1981 > 2024-09-30 17:44 | Report Abuse

https://www.nst.com.my/news/nation/2024/09/1112845/maszlee-questioned-1-bestarinet-macc-visit-certain-schools-says-azam

Posted by Antifanaticracism > 2024-09-30 19:16 | Report Abuse

A negative sign

Posted by Antifanaticracism > 2024-09-30 19:19 | Report Abuse

Foreigner sold 527 millions rm shares last week

Posted by Antifanaticracism > 2024-09-30 19:20 | Report Abuse

At this time be very cautious

Posted by Antifanaticracism > 2024-09-30 19:31 | Report Abuse

At the moment jobless youths are talking about shares. This means all public money is stuck in shares paper. Local buyers diminished and foreigners selling. The hole market is short of money. There is no money to support the prices of the shares paper

Posted by ggleow > 2024-09-30 19:33 | Report Abuse

"We have identified certain schools and areas where we believe that data was not supplied, but claims had been made," he said.

Azam added that if this was true, then it meant that an offence had been committed, which was making a false claim.

"If it's true (there are false claims), we want to see (conduct an investigation). We can't make assumptions.

Posted by Antifanaticracism > 2024-09-30 19:40 | Report Abuse

Negative news

Posted by Eddy365 > 2024-09-30 20:53 | Report Abuse

大势已去，你醒了吗？
你醒了没有？
你还没有醒吗？

股票赚钱了，你贪心不要离场。
股票亏钱了，你Haolian不要止损！

你什么时候才醒呢？