YTL POWER INTERNATIONAL BHD

KLSE (MYR): YTLPOWR (6742)

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Last Price

5.08

Today's Change

+0.03 (0.59%)

Day's Change

5.00 - 5.09

Trading Volume

6,912,100

Discussions
40 people like this. Showing 50 of 27,827 comments

OnTime

nvidia shld buy a 30% stake in ytlp to diversity its own business. ytlp will instantly go to rm20.

4 days ago

Eagle77

Then Ranhill will spike to above 5.00 easily ⬆️✅

4 days ago

Eagle77

Ranhill 💧💧💧the major catalyst to every DC ⬆️✅🚀💥

4 days ago

Eagle77

YTLP makes money from Ranhill the sole source of water 💧 in Johor ⬆️✅

3 days ago

sumbody

(New York, 17th) Barron's reported that the stock price of artificial intelligence NVIDIA has been high after a sharp rise, but there are still seven AI stocks with good value for money, especially TSMC ADR, which is surprisingly cheap. Other targets include Alchip, Chiphun, SK Hynix, Samsung Electronics, HD Hyundai Electric, and Malaysia's YTL Power International.

3 days ago

Eagle77

YTLP ⬆️✅💥Ranhill ⬆️✅💥

3 days ago

Apple888

Waooo...ytl power will again to rm6 and rm7

3 days ago

Eagle77

New high is coming ⬆️✅💰💥

3 days ago

HumptyDumpty

Squize dump operation round 1. But no snake...

2 days ago

NatsukoMishima

Ytlpwr tp rm12
Ranhill tp rm5

2 days ago

NatsukoMishima

Barron also join ytlpwr , the bullish will continue in both ytl family n ranhill !

2 days ago

Alex Chua

Barron is bot

2 days ago

FAInvestor

YTLP has so much RSS today.

2 days ago

Mabel

Yup...

Grrrr....

2 days ago

slts

Gains without in 1day

2 days ago

slts

The rebound are a result of retails buying not fund mgrs

2 days ago

Apple888

Hehe...another good news coming.
Hold tight

2 days ago

ragk88

Walked out of YTLP for a tidy sum within 5 days, collected div as well!

Believe that there will be volatility in price for some time, so took advantage of it.

Still believe that YTLP can go to RM7 in less than a year but wanna trade profits wherever can!

Anyone has a view?

-------------------------------

With today price, the P/E is 12 only, compared to Tenaga, it's relatively cheap, and if doing no-brainer comparison to the average P/E of 15-18 of most industry, it's still cheap. Bought my share around 70-80 cents and haven't sell a single lot yet, because it hasn't hit it fair value, YTLP has been undervalue for so many years, and with so many projects profit coming in the next few years, I would say it will take awhile to reach it's fair value.

2 days ago

purple70

ragk88 - done the same

Now waiting for another low point before taking in position..but am away for few days, thus opportunity will always present itself

2 days ago

dragon328

Yesterday selling on YTL Power was apparently due to the news of Singtel partnering TM in setting up data centre JV in Johor.

The first phase of 68MW data centre from the JV may come online in 2026. The JV bought a piece of land in Johor for RM98 psf, which is much higher than YTLPower's land cost of RM6 psf. The JV land is small so it is only enough for setting up data centre buildings and no solar power farm. The JV data centre will need to rely on grid import power supply from Tenaga which will be double the cost of YTL Power's own solar power supply.

Furthermore, Johor is short in water supply now due to a surge of demand from new data centres and industrial activities in the state. I doubt this TM-Singtel JV could secure sufficient water supply from Ranhill at competitive rates.

For YTL Power, it has already secured 48MW of colocation data centre and close to 200MW of AI data centres, which will keep it busy until 2025. My earlier earnings projection was based on such secured jobs.

YTL Power still holds great advantages in securing more data centre jobs:
1) YTLP owns the only water supply company Ranhill in Johor, which will ensure it will get prioritised water supply to its data centres

2) YTLP has got sufficient land at Kulai park to install up to 500MW of solar power which will reduce the power supply costs, and give green credentials to the new data centres to international clients

3) YTLP has access to Nvidia latest GPUs faster than any other company in the region including Singtel, which is the primary driver to attract big clouds customers

2 days ago

Ran271221

Terima kasih Dragon328.

2 days ago

moonlkm

Go check Ays annual report which out yesterday. Got YTL data centre project.

2 days ago

ValueInvestor888

Nvidia passes Microsoft in market cap to become most valuable public company

https://www.cnbc.com/2024/06/18/nvidia-passes-microsoft-in-market-cap-is-most-valuable-public-company.html

2 days ago

troy88

Yes, fantastic achievement by Nvidia. As much as I like YTLP, I love Nvidia so much more. Hehe

2 days ago

jeffchan1901

@Dragon328 Thanks the update. Was about to ask you on your views on the TM/Singtel merger and it's possible impact o YTLP earnings prospect. FYI, we share the same views, at least until 2025.

2 days ago

OTB

The high of candle on 21/5/2024 is 5.44.
The high of candle on 18/6/2024 is also 5.44.
It forms a double top.
The period or duration is around 1 month.
For a Cup and Handle Formation to be formed, the consolidation period is around 10 trading days.
It is an opportunity to buy on weakness in the next 10 trading days.

The share price of YTLPower must break 5.44 in the next 10 trading days.
If the share price can break 5.44, then the Cup And Handle Formation is really formed.
Once a Cup And Handle Formation is well formed, the technical chart will be very bullish.
I believe the share price of YTLPower will break new high again to cross 6.00 soon.
Good luck.
Thank you.

2 days ago

Permutation

Mr OTB, Thank you for the analysis.
If it fail to break 5.44 in the next 10 trading days, technically, does that mean it will be in a down trend for much longer? According to TA ?? TQ

2 days ago

musangfoxking

Me really dun care whether cup is formed or not!
Me, not a 100m runner!
Me, a marathon runner!
So what happens the next 10 days, 20 days, … dun bother me!

2 days ago

Mabel

Nice to see YTL/YTLP is on the Top 500 South East Asia Companies

Meow Meow Meow

2 days ago

OTB

Posted by Permutation > 1 hour ago | Report Abuse

Mr OTB, Thank you for the analysis.
If it fail to break 5.44 in the next 10 trading days, technically, does that mean it will be in a down trend for much longer? According to TA ?? TQ
---------------------
I wish a Cup And Handle Formation will be formed because this chart pattern is super bullish.

If 5.44 is not broken within next 10 trading days means this Cup And Handle Formation is not valid.

The technical chart of YTLPower is not a downtrend chart since March 2023.
Based on TA rule, the share price of YTLPower drops below 200-day SMA, then the chart is no longer an uptrending chart.
The share price to drop below 3.29 is not possible now for the time being.

I believe the share price of YTLPower will continue to break new high once the joint venture with Nvidia on the Super Computer project is kicked off. No turning back for a long ... long ... time ... I repeat ... a long ... long ... time.

I believe the scenario described by dragon328 in the below posting is more likely to happen in the near future.

Posted by dragon328 > 2 weeks ago | Report Abuse
Based on my earnings projection and if I apply a PER of 12x and 15x, I expect YTL Power share to trade up to:

2024 - EPS of 39 sen x 12-15 = RM4.68 - RM5.86
2025 - EPS of 46 sen x 12-15 = RM5.52 - RM6.90
2026 - EPS of 60 sen x 12-15 = RM7.20 - RM9.00
2027 - EPS of 66 sen x 12-15 = RM7.92 - RM9.90
2028 - EPS of 80 sen x 12-15 = RM9.60 - RM12.00
2032 - EPS of 92 sen x 12-15 = RM11.04 - RM13.80

Good luck.
Thank you.

1 day ago

BudiLee

Time to collect and buy some more while the price is cheap

1 day ago

ks55

Besides that, it is also widely known that YTL Power International Bhd (KL: YTLPOWR) is collaborating with Nvidia Corp to build an AI infrastructure that will be powered by the US-based chip giant’s technology, with the first phase of the data centre expected to commence operations by the middle of this year.

The data centre, which will provide AI computing services to the country, will be owned and managed by YTL Power’s 60%-owned subsidiary YTL Communications Sdn Bhd and be hosted in YTL Power’s 500MW solar-powered Green Data Centre Park in Johor.

https://klse1.i3investor.com/blogs/ceomorningbrief/2024-06-12-story-h-159676590-UEM_Sunrise_to_Sell_Johor_Land_for_RM144_9m_to_Data_Centre_Company.jsp

1 day ago

ks55

The data centre, which will provide AI computing services to the country, will be owned and managed by YTL Power’s 60%-owned subsidiary YTL Communications Sdn Bhd

1 day ago

ks55

Nvidia just a vendor of equipment and services, not a party to manage or looking for clients.

1 day ago

ks55

Holding no equity in this Data Centre.

1 day ago

ks55

AND contribute no capital to this project. A sure win collaboration as a vendor.

1 day ago

Permutation

Mr OTB, TQ for your insight.

1 day ago

CapitalCraftsman

Doing swing trade when it drops to Rm5 and below 😬

1 day ago

Goldberg

Hamdan’s surprise exit from Ranhill paves the way for YTL Power in Johor water sector

The Edge Malaysia

19 Jun 2024,

Apart from the Johor water concessions, Ranhill has gas-fired power plants in Sabah and a 50mw solar farm in Bidor, Perak. It complements YTL Power’s water and sewerage concession in the UK and electricity producer YTL PowerSeraya Pte Ltd in Singapore.

“The purchase of a controlling stake in Ranhill allows YTL Power to ease further into the data centre play in Johor. Water is critical for data centres and Ranhill is a key beneficiary because it has the monopoly over water in the state,” a banker says.

https://theedgemalaysia.com/node/714831

1 day ago

flairline

What about cooling liquid developed by super micron ?

1 day ago

Eagle77

YTLP will pressed down the price of Ranhill until 0.995 or below ⬇️ and buy back all the shares from shareholders ✅

1 day ago

Eagle77

This is the only way YTLP controls all the shares since the shareholder won’t sell to them ✅ be ready guys💥⬇️🩸Ranhil

1 day ago

Mabel

Waiting to accumulate at EMA 50...

Meow

1 day ago

ValueInvestor888

look like correct over soon
YTLP used to track Nvidia which is all time high, now world biggest co by mkt cap
just like KPS/Frontken track TSMC...

20 hours ago

NatsukoMishima

Ytlpwt tp rm 12
Ranhill tp rm 5
Iwcity tp rm 4
Swift haulage tp rm 2.xx
Vstecs tp 3-6-11-50.....

20 hours ago

Apple888

Lai lai...
Ytl power rm6.50

4 hours ago

newbie9893

i already sapu tons of YTLP@4.9 - 5.0, waiting for the Harvest

23 minutes ago

musangfoxking

👍

45 seconds ago

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