Posted by JMpower > 1 month ago | Report Abuse

MR OTB
We want to hear from you
When YTLP and YTL will move forward?

Posted by OTB > 1 month ago | Report Abuse

To me the worst is over if the share price of YTLPower does not drop below 3.00 again.
However, base on TA, the share price is still bearish.
The share price is below 20-day EMA, 70-day SMA and 200-day SMA.
For the share price of YTLPower to rebound, the share price must cross 20-day EMA which is at 3.348.
If the rebound is strong, the share price must cross 3.35 convincingly.
So far all rebounds are weak, hence the share price cannot cross 20-day EMA convincingly.

If you want to buy this stock based on FA, you should buy it on weakness as long as 3.00 is not broken again.
I believe the net profit for FY2025 is higher than RM3.464 billion without including the net profit from AI data centres.
I believe strongly on FA, I believe the current price is not factored in the earning from AI data centres.
I believe the EPS for FY2025 is around 0.50, this net profit will include net profit from AI data data centres.
If EPS is 0.50, the current share price at 3.24 is trading at a PER=6.48 which is very low if compared to other component stock of FBMKLCI index.
The average PER of the component stock of FBMKLCI is > 15 times.
Thus the share price of YTLPower is very undervalued.
The Q1 2025 result will be out in this month, I strongly believe Q1 2025 result will be better than Q1 2024.
From this quarter result, we will know FY2025 result will be > FY2024.

The 20-day EMA of YTL is at 2.176, based on TA, the share price of YTL must cross 2.18 convincingly in order to call a buy on rebound.
So far all rebounds are weak, the share price is still very weak.
Need to wait patiently.
Thank you.

Posted by LimPek1510 > 1 month ago |

Post removed.Why?

Posted by Antifanaticracism > 1 month ago | Report Abuse

OTB message a lot of if s.
Ytlp has two negative points
1. Macc case
2. Gemas electric train not complete on time
TP high but fear has put a stop to potential buyers

Posted by darrenliew > 1 month ago | Report Abuse

https://m.economictimes.com/news/international/us/2025-would-see-a-us-dollar-crisis-that-would-crash-the-economy-and-send-consumer-prices-and-long-term-interest-rates-soaring-says-peter-schiff/articleshow/115099623.cms

Posted by Antifanaticracism > 1 month ago | Report Abuse

Beware of lan chiau and ci pai 👿 imposter

Posted by Antifanaticracism > 1 month ago | Report Abuse

He will be slaughtered and buried soon

Posted by JMpower > 1 month ago | Report Abuse

Thank you very much MR OTB 🙏🏼

Posted by MrFox > 1 month ago | Report Abuse

Now US$205!
What a feeling!

Posted by darrenliew > 1 month ago | Report Abuse

https://dailyhodl.com/2024/11/09/1920000000000-debt-explosion-hits-us-as-international-monetary-fund-issues-dire-warning-on-nations-loose-fiscal-policy/

Posted by darrenliew > 1 month ago | Report Abuse

https://www.fool.co.uk/2024/11/09/at-209-the-warren-buffett-indicator-says-the-stock-market-is-strongly-overvalued-is-a-crash-coming/

Posted by 2Invest > 1 month ago | Report Abuse

Yup Darren. US is overvalued if apply Buffett Indicator. MY also not cheap which is about 117% if use 2023 GDP vs Market Capital

Posted by darrenliew > 1 month ago | Report Abuse

2invest.
TQ for your feedbacks😊😄😅

Posted by TradeBursaForALiving > 1 month ago | Report Abuse

@darrenliew & @2invest,

Hope my put warrants get a good profit!

Buffett indicator for Singapore market is too healthy... But US markets will affect Singapore market, therefore the buffet indicator is not working well there.

Posted by Antifanaticracism > 1 month ago | Report Abuse

Buy fphb

Posted by Antifanaticracism > 1 month ago | Report Abuse

Stay u lose opportunity cost

Posted by Antifanaticracism > 1 month ago | Report Abuse

Even OTB said have to wait

Posted by iscmob > 1 month ago | Report Abuse

https://www.businesstimes.com.sg/international/asean/ytl-power-and-sembcorp-industries-among-power-firms-likely-benefit-south-east-asia-data-centre-boom

"... the RHB analysts noted that YTL Power has also inked a partnership with Chinese data centre operator GDS to develop a 168MW data centre at the former's green data centre campus in Kulai, ... RHB's data shows taht Kulai campus has an indicative capacity of 500MW.

... YTL Power is one of Macquarie's top picks for Asian exposure to the data centre power crunch as well.

Macquarie analyst Max Koh noted that the company is still on track to receive delivery of the latest graphics processing units, the GB200 chips, ..."

Posted by Antifanaticracism > 1 month ago | Report Abuse

If u follow OTB u must understand his instruction. He said u have to wait. Not moving up in short term. So why lose opportunity cost with your capital. Sell and switch to fphb

Posted by Antifanaticracism > 1 month ago | Report Abuse

Don't wait and sit in toilet bowl too long. U will get hernia

Posted by DevOpsEngineer > 1 month ago | Report Abuse

We are in super bull market now but YTL X is in super bear now..very sad..

Posted by Antifanaticracism > 1 month ago | Report Abuse

Ytlp is a luxurious beautiful house. Something is affecting it. We don't know the reason. Maybe it is infested with termites

Posted by ken2004 > 1 month ago | Report Abuse

Just as I imagine, the price won't go above 3.36 with one warrant expiring in 15 Nov then another one with 2.88 expiring on 28 Nov, so don't bother thinking this will rebound after this monthend atleast. Then the next one looking will be on the qtr report think will release after 28 Nov I guess.

Posted by Willtolive > 1 month ago | Report Abuse

https://theedgemalaysia.com/node/733424

KUALA LUMPUR (Nov 11): The government has not taken legal action so far over the controversial multi-billion ringgit 1BestariNet Internet and online learning project, said Deputy Education Minister Wong Kah Woh.

There were still unresolved issues related to site rental rates and electricity charges for the 2,748 1BestariNet Receiver Integrated System towers installed in schools nationwide, after the 1BestariNet Phase 2 agreement ended on June 30, 2019.

Posted by Willtolive > 1 month ago | Report Abuse

say no to pure bullshit

Posted by Chuang Chee > 1 month ago | Report Abuse

y dropped like diarrhea?

Posted by Antifanaticracism > 1 month ago | Report Abuse

We can say what we like . As long as this issue is not settled, it is going to put fear onto potential investors. We don't know the magnitude of the problem. If government drag their feet and every week say sedang disiasat, speculations will appear in papers. It should be settled fast but there is no time line. Problem

Posted by Chuang Chee > 1 month ago | Report Abuse

emmm....the bestarinet?

Posted by BursaVulture > 1 month ago | Report Abuse

Super Micro Computer halted construction of a new factory in Malaysia, prompting Malaysia’s YTL Corp. to transfer orders for Nvidia GB200 NVL72 AI servers to Taiwan’s Wiwynn, media report, noting the original order was for a ‘super large’ AI data center. It’s the first substantial order transferred by a Super Micro client to a Taiwan firm, the report says.

https://x.com/dnystedt/status/1855794043713904662?t=kB38SHflZrOtG2NUZhXCwg&s=19

Posted by Antifanaticracism > 1 month ago | Report Abuse

Yes another is the gemas electric train not completed on time

Posted by Antifanaticracism > 1 month ago | Report Abuse

BursaV, another problem for yrlp

Posted by Antifanaticracism > 1 month ago | Report Abuse

ytlp

Posted by ImCK > 1 month ago | Report Abuse

already paid for food price then i eat until half can i ask the restaurant refund me 50% if not i report the restaurant cheat me charge me full price ! now YTL is like that sistuation 4billion is for 40 year then goverment make it more early termination

Posted by ImCK > 1 month ago | Report Abuse

ytl no sue goverment also very good already haha why terminate without open tender

Posted by ImCK > 1 month ago | Report Abuse

After investing more than RM4 billion building up the infrastructure in the schools for the 15-year project, YTL Communications maintained it was its “legitimate expectation” that it would be given an extension of the contract into the next phase.

“We view the ministry’s actions as being in breach of their contractual obligations to us. Disappointingly, they have not acted in good faith in respect of what we have been informed and what has actually been implemented,” the 60%-owned subsidiary of YTL Power International Bhd said in a statement yesterday.

It cautioned changing the (teaching) platform “will set the entire education system backwards years.”

According to YTL Communications, the ministry had requested for free Internet services for 10,000 schools operating a virtual learning environment (VLE), as it was “not ready for a tender for implementation on July 1” when phase 2 of the contract with YTL Communications would expire.

YTL Communications said this was communicated during a meeting on April 23 between the ministry, TM, Celcom Axiata and Maxis as well as other Internet service providers (ISPs) over Phase 3 of the 1BestariNet project.

“The ministry requested that we provide free Internet services as the government ‘did not have the budget’ to pay for these services.”

In response, the telco wrote to Education Minister Dr Maszlee Malik on May 31 confirming that it would provide a complete solution of free Internet services as well as the Frog VLE for the interim period until the tender was called and awarded.

“Our primary concern was to ensure teaching in schools was not disrupted in the middle of the school year. Unfortunately, we did not receive any response to our offer,” YTL Communications said, adding it had come as a complete surprise to hear its rivals had been appointed instead.

“The ministry had excluded YTL Communications, reneged on its statement to call an open tender and agreed to pay for the Internet services to the three appointed ISPs, although we had offered the services for free.”

The 1BestariNet project was awarded to YTL Communications in 2011 after an open tender for a 15-year service contract to be implemented in phases. The scope of work included providing a total learning solution comprising Internet connectivity, security and the Frog VLE.

In July last year, the ministry announced it would call a fresh tender for the learning solutions. YTL Communications claimed the ministry confirmed the company would not be excluded from the tender.

Posted by Hansek > 1 month ago | Report Abuse

errmmm no legal action taken yet, meaning no concrete case to build after few months Kompang di palu. time for ytlpwr soar

Posted by UlaSawa > 1 month ago | Report Abuse

now anything also involve MACC
fashionvalet loose money also blame it to corruption.

like this who dare to do business in msia.

Posted by Antifanaticracism > 1 month ago | Report Abuse

There are many fashionvalos not bocor yet

Posted by StarOfTheBull > 1 month ago | Report Abuse

So the matter has been brought up to parliament Q&A session. The picture is clearer now. Interesting.

Posted by wangge > 1 month ago | Report Abuse

Negotiations with the project operator YTL Communications Sdn Bhd — a 60%-owned subsidiary of YTL Power International Bhd (KL:YTLPOWR)— are still ongoing, Wong told the Dewan Rakyat on Monday, during the oral question-and-answer session.

Posted by wangge > 1 month ago | Report Abuse

The key word is “ negotiation “

Posted by wangge > 1 month ago | Report Abuse

Government MOE is still negotiating with YTL communication sdn bhd , it means the episodes will be end soon ?

Posted by cwc1981 > 1 month ago | Report Abuse

The way it mentioned is double whammy. 4 bil is one issue. Wong Kar Woh is rental and electricity charges for the telecommunications tower built at government school

Posted by wangge > 1 month ago | Report Abuse

As long as MOE n YTL comm firm up the resolutions through rounds of negotiations. The story is ended ?

Posted by StarOfTheBull > 1 month ago | Report Abuse

That depends. If it ends up as corruption (if any) issue, it is in big trouble. If it ends up as technical (if any) or compensation (if any) issue , easier settlement can be made.

Posted by nicholas99 > 1 month ago | Report Abuse

Everywhere corruption. Just see your getting caught or not

Posted by sexy > 1 month ago | Report Abuse

The news today seems to be a very good news.

Posted by dragon328 > 1 month ago | Report Abuse

The key issue left in the 1Bestarinet project is the site rentals and electricity charges as mentioned by YB Wong, the rest is just noise.

RM4.0b was the total project cost which was borne by YTL Comms, on which YTL has not made any return. Naysayers and business rivals tend to overblow the issue and figure.

Posted by sexy > 1 month ago | Report Abuse

Now just wait for the funds to make the move. :)

Posted by wangge > 1 month ago | Report Abuse

Congratulations 🥂, ending soon.