YTL POWER INTERNATIONAL BHD

KLSE (MYR): YTLPOWR (6742)

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Last Price

5.23

Today's Change

+0.23 (4.60%)

Day's Change

4.97 - 5.29

Trading Volume

13,705,200

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Discussions
40 people like this. Showing 50 of 27,568 comments

dragon328

Thanks Goldberg for the updates.

It is indeed a strategic move by YTL Power to strengthen its hold onto Ranhill, as it looks to expand on its data centre business in Kulai.

After the premature selling last few days after one weak quarterly result, more short term traders have been flushed out and I hope YTLP shares can have a steady rise in coming weeks to new highs.

16 hours ago

Agjl

Antifanatic genius wakakakakak… lets all watch how ytlp perform in the next few mths…peace. Cheers!

16 hours ago

Antifanaticracism

Well I locked in my profit. Not taking risk for the extra. Better to hold invest in lower priced good shares

16 hours ago

Antifanaticracism

Agjline are u surrounded by gangsters

16 hours ago

Antifanaticracism

The last second push up of ytlp is v artificial. Be v alert

15 hours ago

Antifanaticracism

Now the situation is like a casino. It may go up or down. Why take risk

15 hours ago

Antifanaticracism

At this high price not worth taking risk

15 hours ago

Agjl

Anti or anti….wakakakKkaka…no trophies or rewards for winning over u….u win! Wakakakakaka…just sit back wat pop corn and watch the clown show. Wakakakaka

15 hours ago

Agjl

One must know how funds works…last 30 minutes buying in is a norm for most funds, not to be viewed as articifial. If one knows how it works…peace

15 hours ago

Agjl

Oh anti oh anti, Just read the article by the edge i just shared” Asia will be the second largest data center outside US” unquote.

Quote” we like clean energy power data center, especially ytlp with its 500mw solar power that standa out….” ….The long term potential is huge……”. Quited foreign fund manager and foreign analyst….anti oh anti, be open minded, read and understand the global trend…..peace. Cheers!

15 hours ago

Agjl

For those faithful holders, we will see brigther days ahead albeit experiencing a joy roller coaster rode along the way. Lets all enjoy the journey. Cheers!

15 hours ago

HumptyDumpty

Guys this kind of deal take a while to settle, so it's not last week decision. The last few big volume uptick on Ranhill , is like SIPP/YTLP securing the market 50% ( but calculate the already big 31% from the major share holder). For Ranhill not so good news for now, as the expectation that ytlp would acquire more share from open market is not going to happen, but on long run it will be good, pleanty of leakage in this company (CEO is under corrupt investigation) . But this also show ytlp are all in in this AI data center business. All form of cost and supply control is to be in absolute control margin. By the way CEO is Hamdan... i wonder .. Just be patient. If any forward pointers you need .
Nvidia First-quarter data center revenue was a record $22.6 billion, up 23% from the previous quarter and up 427% from a year ago.

12 hours ago

MrFox

Yesterday was happi when sold 5.00 bot 4.90! contra play!
Today sad, coz if sold today can get more free Starbucks!!!

haha

3 hours ago

sumbody

Mr Fox, guess no one can predict precisely how a share price will move. But if it is fundamentally strong, very highly likely the direction it will be moving is north.

3 hours ago

NickelLee


Looking at the Big Picture: YTL Power’s Strategic Acquisition of Ranhill Utilities

YTL Power's acquisition of a controlling stake in Ranhill Utilities is a strategic masterstroke. By gaining control over Ranhill Utilities, YTL Power now effectively oversees the water supply operations in Johor. This asset is crucial, given its role in supplying and maintaining water for the state, as well as its responsibility for laying pipes in new development areas.

This acquisition presents a clearer competitive advantage. With control over the scheduling of pipe-laying works, YTL Power can prioritize its own projects over competitors in a highly competitive market.

For Ranhill Utilities, the introduction of a new shareholder is likely to accelerate their CAPEX cycle and enhance cash flow, particularly as water pipe coverage expands alongside Johor’s robust economic growth. According to the mandatory takeover documents, YTL Power and SIPP intend to maintain the listing status of Ranhill Utilities. This suggests ongoing capital market participation for future CAPEX funding, potentially leading to an upside beyond the current offer price of RM0.995 per share. Moreover, keeping Ranhill Utilities listed ensures good governance, transparency, and public oversight.

There is no compelling reason to sell Ranhill Utilities. Despite the change in ownership, it remains a valuable regulated utility asset in Johor. The transition to a more progressive management team and major shareholders like YTL Power and SIPP should be seen as a re-rating catalyst rather than a de-rating one, especially considering the low offer price of RM0.995. Ranhill Utilities shareholders are now better positioned to benefit from Johor’s growth potential. Additionally, the involvement of YTL Power hints at a potential data center play, adding another layer of opportunity to Ranhill Utilities' investment appeal.

3 hours ago

MrFox

sumbody@@@
be informed my first purchase of YTLP at 2.XX is intact, deep in the freezer!!!
Me now trading ( contra / short term ) if there are big swings!
Life will be dull if just invest long term! Sometimes u need to gtt some free Starbucks or get kicks in the asss!!!!!
haha

3 hours ago

sumbody

Likewise Foxy 😊

3 hours ago

Antifanaticracism

Now tide has changed. It is on down trend. Just wait for right moment to enter. Not now

3 hours ago

MrFox

YTLP is REAL!!!!!!!!!!
Whispering words of wisdom!!!!1
haha

2 hours ago

sumbody

My holding since last year. Shld be a little bit earlier than you, I guess. Peace bro

2 hours ago

Goldberg

Absolutely ! This acquisition gives - YTLP a clear competitive advantage. - A strategic masterstroke - adequate water supply is a necessity for data centres- more so hyper scale. data centres. YTL Power can now prioritize its own projects over competitors in a highly competitive market.

This development is a massive re rating for YTL.

2 hours ago

Agjl

Aiyoh, anti oh anti, i stil singing the same negative tune kah even already up 13 sen? Why like tat? Aiyoh! Correct?

2 hours ago

MrFox

only low iqueve will sing anti song!! Aiyoh! Correct?
haha

2 hours ago

MrFox

aiyoh! sold yesterday at 5.00!!!!
SAD!!!!!!
haha

2 hours ago

HumptyDumpty

Choo choo ... train moving again

2 hours ago

5354_

Up because getting Ranhill at >30 sen discount to market price?

2 hours ago

HumptyDumpty

Happy to see a newbie 41 post nay sayer pretending to be expert here .. account is just from May >< , yup and you are gone, c u next week.

2 hours ago

Antifanaticracism

Agjline u are right for ytlp👍

2 hours ago

KLV868

Good day, fellow YTL investors! Let's take some time to relax and review our positions in Room #5. After that, we'll move on to Room #6 to explore a fantastic investment opportunity in Ranhill.

Good bargain @Ranhill. FRANCIS is a pandai Businessman.

2 hours ago

Agjl

Haha fox. Dun wory. Starbucks will be available all the time

2 hours ago

Agjl

Most IB view the acquisition positively. Ytlp got the land, power(green power which the kwai lou loves so much), supercomputer, now control water all iver the johor state!!!

2 hours ago

5354_

Buy Ranhill is easy but if later find out Ranhill problems how to sell?

2 hours ago

Agjl

The company will be firing all cyclinders.. data center, atara. Jordan, nvidia supercompiter. London property! All cylinders fire up! Not a mustang V8 but its a rolls royce V12 phantom!! Cheers

2 hours ago

Agjl

Anti my fren, nobody is wrong in their own view. For your part i agree with u that not to chase high. But for those who bought earlier last year can afford to wait and hold cos the buffer os quite substantial.. your view well taken, dont chase high. Peace, cheers!

2 hours ago

ValueInvestor888

Wow YTLP...same as Wow Nvidia. Yesterday Nvidia hit another historical high.
As i said earlier, YTLP is now power and data centre and AI play...

2 hours ago

HumptyDumpty

Foxy .. also just in time for a coffee...

2 hours ago

MrFox

Watch out for
RANHILL!!!!
Whispering words of wisdom!!!!

2 hours ago

troy88

With or without Ranhill, YTLP is still gonna hit RM7 eventually..

2 hours ago

troy88

Nvidia is the king of AI. YTLP is the data center king of bursa.

2 hours ago

HumptyDumpty

It's the determination we see here .. guess a talk Jensen really fire up the passion , would you buy a water source for data center operation ?

2 hours ago

ValueInvestor888

the biggest problem faced by data centre around the world is water supply. YTLP holds the trump card, ie Ranhill. Ranhill can increase the rate for data centre and impose some limit of supply to other data centre as well...

2 hours ago

Goldberg

AI Frenzy Draws Stock Traders to Southeast Asia’s Likely Winners, Including TNB and YTL Power


Author: edgeinvest | Publish date: Wed, 29 May 2024, 10:44 AM

YTL Power

Shares in Malaysian utility firm YTL Power International Bhd (KL:YTLPOWR) have doubled since it signed an agreement with Nvidia Corp to build a US$4.3 billion (RM20 billion) AI data centre in Johor.

As the only new data centre operator in the Southeast Asian country with a captive 500MW solar power supply, the firm “should stand out to customers who want clean energy, and capacity fast”, Macquarie Group Ltd analysts including Charles Yonts wrote in a note last month.


https://klse1.i3investor.com/blogs/ceomorningbrief/2024-05-29-story-h-160682669-AI_Frenzy_Draws_Stock_Traders_to_Southeast_Asia_8217_s_Likely_Winners_I.jsp

2 hours ago

dragon328

@Goldberg, thanks for the sharing of the article above.

That summarises the strength of YTL Power in the development of AI data centres in the region - a captive 500MW solar power supply, and now a majority stake in the sole water supply company in Johor to ensure adequate and fast connection of water supply to the new data centres.

1 hour ago

Goldberg

You are always welcome @Dragon328.

1 hour ago

ValueInvestor888

YTLP PE now is 12.2 based on latest 4 quarter results. ROE 17%.
Valuation still undemanding...

1 hour ago

OnTime

the best is yet to come!

1 hour ago

GSX1111

YTL+YTLP+Ranhill+TNB is the head for this bull..

1 hour ago

dmyap327

win win

46 minutes ago

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