Posted by darrenliew > 3 weeks ago | Report Abuse

https://markets.businessinsider.com/news/stocks/stock-market-correction-outlook-painful-sell-off-predictions-2025-1

Posted by sii581014 > 3 weeks ago | Report Abuse

United Utilities Group PLC has a market cap of USD8b with revenue around USD2.5b and record a positive profit while Wessex revenue only USD600m with losses recorded thus represent only 1/4 value of the UUG. Given that, USD8b*1/4=USD2b value worth. No one will want to buy wessex over UUG based on that RM21b valuation.

UK is currently failing apart and face fierce economic and political issue within, watch youtube about how Britain are complaining their cost of living and you will know. i seriously doubt the regulator will approve the significant increase in the water and sewage bills, especially under the new "extreme right" Labor govern.

Only potential AI hub also face issue due to biden proposed policy of chips export. YTL Power act too slow in building their AI centre. Time is of value, especially in tech world. They just dont understand that. For sure they are selling that compute power to China, now they face big problem because of their slow reaction.

Not to mention YTL communication mobile department will never profit in foreseeable future. 5G cloud gaming, such a joke. Western already abandon this due to impractical and no demand at all. and bloodbath with other telecommunication provider will only increase their market but not profit, simple, it a red sea in telecommunication world. big eat small.

Posted by sii581014 > 3 weeks ago | Report Abuse

watch every UK water listed companies, if they really going to make a profit in near future, why all of their share price still tank, continuously till today

Posted by darrenliew > 3 weeks ago | Report Abuse

https://www.fxempire.com/forecasts/article/rising-10-year-yield-nears-5-pressures-markets-as-sp-500-struggles-in-high-rate-climate-1489491

Posted by speakup > 3 weeks ago | Report Abuse

1 1/2 more hours to Buuuuuuuyyyyyyyyyyyyy!!!!!!!!!!!!!!

Posted by cktay > 3 weeks ago | Report Abuse

The big drop last Thu was because "Nvidia and AI Chip Stocks Brace for Impact as Biden Administration Considers New China Export Ban"
[Nvidia fell 3% last Fri]
Since then, "Nvidia and SIA fire back at US gov's new export restrictions on AI GPUs to China"
https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-and-sia-fire-back-at-u-s-govs-new-export-restrictions-on-ai-gpus-to-china
Malaysia is under Tier 2
Tier 2: Most countries in the world (including Eastern Europe, the Middle East, Mexico, and Latin America) will face limits on computing power they can procure.
However, individual companies from these countries will be able to get higher compute capability if they obtain 'validated end user' (VEU) status by complying with U.S. regulations.
YTLPower having Nvidia as a direct partner, will have an advantage over all others including Google, Microsoft etc.

Posted by darrenliew > 3 weeks ago | Report Abuse

https://www.fool.com/investing/2025/01/11/sp-500-4th-time-in-96-years-historic-significance/

Posted by mf > 3 weeks ago | Report Abuse

sell

Posted by Maxlim2000 > 3 weeks ago | Report Abuse

time to collect for those good share

Posted by mf > 3 weeks ago | Report Abuse

run

Posted by BullOhBear > 3 weeks ago | Report Abuse

time your entry , be greedy when other fears

Posted by dragon328 > 3 weeks ago | Report Abuse

The share price will be volatile, good money is buying in YTL Power while others are panicked selling.

YTL Power is trading at less than 10x PER on just utilities earnings, excluding any AI data centre contribution. It is a big bargain to foreign funds who have been buying in for 3 consecutive days.

Wessex Waters has turned around, and with the favourable final determination by Ofwat last December, all the water companies in the UK will see healthy jumps in profits in next 5 years from 2025-2030. With the approved capex of GBP4.2 billion for 2025-2030, Wessex's Regulatory Capital Value (RCV) will expand to almost GBP8 billion by 2030 and Wessex's equity value to YTL Power will definitely expand to over RM30 billion in 5 years.

Posted by OTB > 3 weeks ago | Report Abuse

I do not expect supply of Nvidia chips to YTL Power to be affected at all by the latest round of restrictions, though Malaysia falls under Tier 2 countries.

As the clients so far for YTL Power's AI data centres have been all US companies
(Nvidia, a US hyperscaler and an MNC), these US companies can apply for exception to the restriction.

The other customer is Sea Ltd (Spore company) which is a stock listed in NYSE.

None of YTLPower's customer is a Chinese company.
Hence the news on AI chips restriction from the US is NOT applicable to YTLPower.

Foreign funds net bought RM21m of YTL Power shares on Tuesday and another RM6m worth of YTL Power shares on Wednesday.

Foreign funds top stock net buy was YTLPower accounted for 19 million shares on 9 Jan 2025.

YTLPower is Macquarie's top pick for Asian Market in 2025.
The target price set by Macquarie and HLIB is 7.00.

Good luck.
Thank you.

Posted by mf > 3 weeks ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

41,938.45

-696.75

1.63%

Nasdaq

NASDAQ Composite

19,161.62

-317.25

1.62%

Posted by Maxlim2000 > 3 weeks ago | Report Abuse

oops。。。。。。。。。4.01

Posted by mf > 3 weeks ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

41,938.45

-696.75

1.63%

Nasdaq

NASDAQ Composite

19,161.62

-317.25

1.62%

Straits Times

Straits Times Index

3,785.24

-16.32

0.43%

Posted by Hokkage > 3 weeks ago | Report Abuse

Chance to collect now? or see first ...

Posted by mf > 3 weeks ago | Report Abuse

warning

Posted by Maxlim2000 > 3 weeks ago | Report Abuse

better stay away for a while

Posted by M2 > 3 weeks ago | Report Abuse

Free fall.

Posted by Alex Chua > 3 weeks ago | Report Abuse

Let bad news out sell off complete only re look. Now see who out fastest.... later when good news come then who in fastest...

Posted by HKHedgeFund > 3 weeks ago | Report Abuse

can top up margin from housing loan, we all accept, this is the great chance to make retirement, dont miss it

Posted by Ravi Kumar > 3 weeks ago | Report Abuse

Niceeeeeeee off the low

Posted by Alex Chua > 2 months ago | Report Abuse

How and where to see if foreign fund sell or buy ytlp last week? The sectors with the highest net foreign outflows were utilities (RM142.7mil), financial services (RM130mil) and transport and logistics (RM92.5mil).

Posted by facsc118 > 3 weeks ago | Report Abuse

add power at 3.95 and corp 2.33 just now

Posted by Maxlim2000 > 3 weeks ago | Report Abuse

nice buy

Posted by Maxlim2000 > 3 weeks ago | Report Abuse

as long as you free money can buy and wait for 2 years ,it is always better then FD

Posted by Reformasi > 3 weeks ago | Report Abuse

Just keep. New quarter will have good results

Posted by mf > 3 weeks ago | Report Abuse

Asia-Pacific markets trade lower after strong U.S. jobs report clouds Fed rate-cut path

Posted by speakup > 3 weeks ago | Report Abuse

mf cause Ytlp crash. What's his motive? Nak beli murah!

Posted by FAInvestor > 3 weeks ago | Report Abuse

Foreign funds were selling utilities last week. “Meanwhile, the top sectors with the highest net foreign outflows were utilities (RM142.7 million), financial services (RM130.0 million), and transport and logistics (RM92.5 million),” MIDF added.

Posted by GSX1111 > 3 weeks ago | Report Abuse

QTB, how to see the foreign fund movement ?

Posted by tallman > 3 weeks ago | Report Abuse

the downtrend is just started, refer to the weekly chart the next stop will be 2.90

Posted by mf > 3 weeks ago | Report Abuse

Stock futures are little changed as Wall Street gears up for key data, earnings season: Live updates

Posted by OTB > 3 weeks ago | Report Abuse

@GSX1111,
I have no idea on foreign funds movement, I buy YTLP for a bit longer term investment.
I believe in the huge profit from AI data centres.
Likewise, I also believe in power generation profit.
I believe YTLP will perform very well in next 2 years.

Good luck.
Thank you.

Posted by idkdontaskmelol > 3 weeks ago | Report Abuse

Now oredi lower than MA250, otb u mention u cut when price lower than ma250. So means u cut oredi? Or oredi cut much higher? Kikiki


Juz now say foreignfund net buyer. Now say no idea on foreignfund when news out utilities is foreignfund net selling. U kasi kita pening owh.

Very questionable leh, sprm need to siasat! Kikiki

Posted by newbie9893 > 3 weeks ago | Report Abuse

market clash is coming...better sell now .........................

Posted by OTB > 3 weeks ago | Report Abuse

Posted by idkdontaskmelol > 4 minutes ago | Report Abuse

Now oredi lower than MA250, otb u mention u cut when price lower than ma250. So means u cut oredi? Or oredi cut much higher? Kikiki
---------------
I do not follow TA to cut loss on YTLP at all.
I bought more YTLP today.
I bought more YTLP shares at 3.00 a few weeks back when the technical chart was a downtrend stock.
I am very consistent with my strategy.
Thank you.

Posted by mf > 3 weeks ago | Report Abuse

Time
US 30
41,822.2 42,012.2 41,781.8 -105.1 -0.25%
22:54:45
US 500
5,797.5 5,827.5 5,791.4 -29.0 -0.50%
22:54:41
US Tech 100
20,718.4 20,870.2 20,696.0 -127.7 -0.61%
22:30:09

Posted by dragon328 > 3 weeks ago | Report Abuse

According to data from HLIB, foreign funds have made 4 consecutive days of net purchase of YTL Power shares:

9th Jan (Friday) - RM15m
8th Jan (Thursday) - RM19m
7th Jan (Wednesday) - RM6m
6th Jan (Tuesday) - RM21m

Foreign funds are more well informed and have been buying up the cheap tickets being dumped by local funds and retailers.

Posted by speakup > 3 weeks ago | Report Abuse

The so called Foreign funds are actually Malaysia govt funds parked overseas.

Posted by speakup > 3 weeks ago | Report Abuse

Those are money from GLCs which have foreign operations. Not really foreign funds per se

Posted by mikewazowski > 3 weeks ago | Report Abuse

Malaysia expected to be placed under tier 2 of the trade restriction. But imagine we are placed under tier 3, the entire AI and data centre play in malaysia will be devastated. why speculate? Just wait and see.

Posted by Alex Chua > 3 weeks ago | Report Abuse

Do you think ytlp nvidia data center will take all 50k chips? The others will require to get clearance then we have a head start...

Posted by fx115w > 3 weeks ago | Report Abuse

Rebound started, hold tight...

Posted by HKHedgeFund > 3 weeks ago | Report Abuse

Hold margin add more position

Posted by Antifanaticracism > 3 weeks ago | Report Abuse

Please explain why foreign funds were selling our shares for the past 3 months

Posted by mf > 3 weeks ago | Report Abuse

Stock futures tick lower as Wall Street gears up for key data, earnings season: Live updates
2 hours ago
•
Brian Evans

Posted by Schwoosh > 3 weeks ago | Report Abuse

red sea everywhere

Posted by Antifanaticracism > 3 weeks ago | Report Abuse

I love ytlp and sifus. Bible said love thy enemies. Friends are my friends. Enemies are also my friends