Posted by MrFox > 2 months ago | Report Abuse

many water companies are lobbying for increased rates

Posted by dragon328 > 2 months ago | Report Abuse

Mr. OTB, yes you are right that I have not included the potential earnings to be earned from RE generation supplied to the data centres at Kulai. I have highlighted this in an earlier note that once YTLP installs solar power at the Kulai DC park, its data centres will be able to save on electricity costs which I assumed at over 50 sen/kWh to be supplied from the grid. Potential saving on electricity costs may amount to few hundred million ringgit a year based on the current solar panel prices.

Posted by dragon328 > 2 months ago | Report Abuse

@MrFox, yes signs are pointing to increased water tariffs in the final determination by Ofwat in December, as other water companies such as Thames has already voiced out strongly for a much higher increase in tariff, otherwise they would not survive and their shareholders would not pump in any more equity money to fund the huge capex for 2025-2030.

I hope Wessex will be able to get a WACC of at least 4.0% in the final determination from the approved 3.66% in the second determination in August.

Posted by MrFox > 2 months ago | Report Abuse

How much water bills will increase by 2030?
WaterCompany Proposal
1. Southern Water 84% increase on current bills
2. Thames Water 53%
3. Severn Trent Water 46%
4. Hafren Dyfrdwy 45%
5. Weighted Average Bill 40%
6. Dwr ymru 38%
7. United Utilities 35%
8. Wessex Water 29%

Posted by mf > 2 months ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

42,703.14

-221.75

0.51%

Nasdaq

NASDAQ Composite

18,472.02

-101.10

0.54%

Posted by fx115w > 2 months ago | Report Abuse

SEND+MORE=MONEY 9110+1001=10111

Posted by fx115w > 2 months ago | Report Abuse

黄金右脚已经形成。
反攻的号角快了？

Posted by iscmob > 2 months ago | Report Abuse

News: 600MW Hydrogen-ready Combined Cycle Gas Turbine in Jurong Island.
Think long term, long term. Every country needs more energy!
https://youtu.be/bTr4wU6goeM

Posted by ks55 > 2 months ago | Report Abuse

Posted by ks55 > Oct 21, 2024 5:53 PM | Report Abuse X

I believe YTLP will be at 3.20 in 10 days.

Posted by ks55 > 2 months ago | Report Abuse

I also believe YTLP next support level is at 3.00

Posted by ks55 > 2 months ago | Report Abuse

Posted by ks55 > Oct 10, 2024 12:29 PM | Report Abuse X

If YTLP can cross 3.70, it may come to 3.80
If YTLP can cross 3.80, it may come to 4.00
If YTLP can cross 4.00, it may come to 5.00
If YTLP can cross 5.00, it may come to 6.00
If YTLP can cross 6.00, it may come to 8.00
If YTLP can cross 8.00, it may come to 10.00

Conversely:
If YTLP can come down to 3.60, it may come to 3.50
If YTLP can down to 3.50, it may come to 3.20
If YTLP can down to 3.20, it may come to 3.00
If YTLP can down to 3.00, it may come to 2.80
If YTLP can down to 2.80, it may come to 2.50
If YTLP can down to 2.50, it may come to 2.20
If YTLP can down to 2.20, it may come to 2.00

What I know before a share can shoot up to 10 ringgit, it must first to cross 6 ringgit, then 8 ringgit, then only 10 ringgit.

I am very certain the logic above represent the truth.

Posted by iscmob > 2 months ago | Report Abuse

More opportunities in energy

https://www.theedgesingapore.com/news/energy/work-begins-ytl-powerserayas-800-mil-600mw-hydrogen-ready-combined-cycle-gas-turbine

Posted by Bernard85 > 2 months ago | Report Abuse

Looking for the buying opportunity now ... YTL Power has been dropping so much 😣

Posted by StarOfTheBull > 2 months ago | Report Abuse

神话故事将要结束？

Posted by limch > 2 months ago | Report Abuse

OTB, dragon328 where are they? Still buying?

Posted by ks55 > 2 months ago | Report Abuse

Posted by ks55 > Oct 22, 2024 7:58 PM | Report Abuse X

No more IB coverage.
No more promoters.
No more write-ups.
No more hard sell.
No more interest.
No more buyers.
No more volume.

Slowly slowly YTLP will end up like HYR when all punters left with victims licking their wounds.
Just hope lesser number of victim suffering lesser losses.

Posted by limch > 2 months ago | Report Abuse

Promoters sure will come when rebound a bit.

Posted by hng33 > 2 months ago | Report Abuse

Don worry, later he🤓 will come again with more gigantic mathematic model formula to give you even higher 'paper profit🤑' to lure more subscriber ya😱

Posted by simonS > 2 months ago | Report Abuse

there will be an announcement later?

Posted by rchi > 2 months ago | Report Abuse

ytlp cant escape the fate of so many 'great for a time' stocks before it,such is the msian mkt of bursa,if warren b was born in msia...he will be a nobody.

Posted by rchi > 2 months ago | Report Abuse

move on my frens,ringgit is depreciating again,one sector will benefit....

Posted by michaelwoo > 2 months ago | Report Abuse

WTF happening. So many hidden sellers.

Posted by treasurehunt > 2 months ago | Report Abuse

Aiyo yo! Don't believe the curse of price chart won't lie ke?

Posted by DevOpsEngineer > 2 months ago | Report Abuse

YTLP fair value is 2.00...
Price was inflated by manipulator. Manipulator have sold all at 5.x.
I think manipulator want to push price down to 2.00 before pump up to 4.00 for 100% profit. Next January will be the best time to buy YTLP....no need to rush.
Stock market is for gamble and price manipulation . Those always look at chart, FA, TA will never make big profit.

Posted by DevOpsEngineer > 2 months ago | Report Abuse

Who is the biggest market manipulator?
1. Fed reserve
2. W.Buffet
3. Black Rock
4. Vanguard .
5. Street.
6. S.W.F.

Posted by robrob121212 > 2 months ago | Report Abuse

Not YTLPOWAAA but YTLSOURRR
Wait Mid2025 baru masuk la

Posted by tallman > 2 months ago | Report Abuse

Fuiyo dont play play, next stop RM3.11 and RM 2.57

Posted by mickey77 > 2 months ago | Report Abuse

waaa R3 broken ?

Posted by prudentinvestor > 2 months ago | Report Abuse

Those who have responded to TA's buy call have all landed in Holland.

Posted by GL2004 > 2 months ago | Report Abuse

walan....waterfall! be careful lo

Posted by robrob121212 > 2 months ago | Report Abuse

If you see the Head and Shoulders target I scared you will terkencing in your pants
Bo Chow CCC

Posted by mickey77 > 2 months ago | Report Abuse

no more head lar

Posted by GL2004 > 2 months ago | Report Abuse

really bochowsee.....

Posted by mickey77 > 2 months ago | Report Abuse

LD ?

Posted by ks55 > 2 months ago | Report Abuse

Posted by ks55 > Oct 21, 2024 5:53 PM | Report Abuse X

I believe YTLP will be at 3.20 in 10 days.

========================

3.20 in 3 days. Giving 10 days already look YTLP up up.

Posted by ks55 > 2 months ago | Report Abuse

Support is at 3.00
Whether can tahan 10 days or not, just have to wait and see.

Posted by robrob121212 > 2 months ago | Report Abuse

YTLPower RM2 by 2025

Posted by ks55 > 2 months ago | Report Abuse

Surely there is no cup.
Surely there is no handle.
I just see waterfall.

Posted by ValueInvestor888 > 2 months ago | Report Abuse

3.19 is good price leh...

Posted by robrob121212 > 2 months ago | Report Abuse

Good price can get better, best price coming soon RM1.50

Posted by cwc1981 > 2 months ago | Report Abuse

Tomorrow sure up don't worry

Posted by ks55 > 2 months ago | Report Abuse

Posted by hng33 > Oct 24, 2024 12:34 PM | Report Abuse

Don worry, later he🤓 will come again with more gigantic mathematic model formula to give you even higher 'paper profit🤑' to lure more subscriber ya😱

===========================

Fully agree great mathematician won't help.
I still can remember how great DK was in calculating JAKS 'potential profits' years back. Now tested all are fake! Many water fish no more survive as per today.

Too much harm was done to so many by so few.

Posted by ks55 > 2 months ago | Report Abuse

Too many assumptions.
Too many 'IF' statement.

Posted by ks55 > 2 months ago | Report Abuse

Calculation must be able to withstand testing.
Methodology must be validated.

Posted by Loh Kok Wai W > 2 months ago | Report Abuse

Big shark push n run...near end of the year...year end sale...will begin...

Posted by dragon328 > 2 months ago | Report Abuse

There is no change in the company fundamentals, the earnings outlook for YTL Power remains bright with various new initiatives well on track:

1) Colocation data centre with SEA Ltd 1st phase already up and running, and second phase of another 8MW is on track for completion in 2025
2) AI data centres for Nvidia and a hyperscaler are also well on track for completion progressively from early 2025

3) The 600MW hydrogen-ready CCGT at PowerSeraya just had its groundbreaking ceremony yesterday by a Singapore minister and Tan Sri Francis Yeoh, well on track for completion by end 2027

4) Wessex Waters turnaround has already happened since April 2024 after the water tariff revision and will continue into the upcoming Q1 - Q3 FY2025 with decent profits

5) Jordan Power is in full power production and the PPA inflation adjustments continue to adjust the PPA payments higher every year

6) Yes 5G has turned around too, boosted by the Sabah broadband project that will last for 3 years

7) The pilot project of exporting 100MW RE to Singapore has been going on as planned since Jan 2024 and will continue to Dec 2025, and after which is well on track for extension as the peak demand growth in Singapore is robust as indicated by Singapore minister in his speech yesterday at PowerSeraya's 600MW CCGT groundbreaking ceremony

8) The installation of solar power at Kulai DC Park and for the 100MW pilot project is under preparation as solar panel prices have dropped to decade low

Posted by Junichiro > 2 months ago | Report Abuse

maybe, we have to wait till US general election is over. Roughly 1 week plus away.

Posted by ken2004 > 2 months ago | Report Abuse

If free fall, see who will brave enough to catch the falling knife only lol, even i also not sure why throwing lol.............like i said if fall to 2, will you really buy in lol

Posted by PureBULL ... > 2 months ago | Report Abuse

UPtrend is our friend
i.e. a series of HL = entry pts to take risk at. then if there is a BO to
a series of HH = sure profits to make of that GWS.

ytlp had a nice 1st HL at 365 recently.
it failed that n goes LL than 330 today.
SCARY is the word.
we, as outsiders can never hv insider info or what's happening in the biz n the world politics.

await for the next 1st HL to bet again for Recovery cycle.

https://www.tradingview.com/x/yPU2GmtL/

NB:
BUY LOW strategy, in purebear stocks has higher risk.
mkt forces r always right.
good habit to avoid playing giant purebear stocks , i.e.
price, C < daily sma200 line = weekly ema42 line.

Posted by dragon328 > 2 months ago | Report Abuse

The current share price weakness may be due to some temporary noise such as the MACC case which itself is just smoke and mirror, foreign funds trimming to swift funds to China/HK (this selling happens to many other big caps in Bursa), fake negative news like Nvidia pulling out of Malaysia or delays in Blackwell chip delivery, strong ringgit to depress earnings blablabla.

I won't be too concerned with such short term volatility, as I believe at the end of the day, fundamentals prevail.

YTL Power is the cheapest utility and big cap stock in Bursa with forward PER of just 7x, a steal for a blue chip company that is seeing earnings growth of double digits over next 5 years. Funds will eventually return to this gem.

Short sellers and business rivals can only do as much, causing short term fear and selling and will not last long. In fact, net short positions on YTL Power have dropped substantially since late August, indicating that the real money has already been taken off the betting table.

Long term investors can just relax and ride though the current volatility. In fact, the volatility has given great opportunities to long term investors to gain entry at bargain prices.