YTL CORPORATION BHD

KLSE (MYR): YTL (4677)

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Last Price

3.82

Today's Change

+0.01 (0.26%)

Day's Change

3.77 - 3.87

Trading Volume

21,823,800

Details of Changes
Securities After Change
Transactions
Ann. Date Name Details of Changes Securities After Changes
Date Type No. of Shares Price Direct (%) Indirect (%) Total (%)
Discussions
25 people like this. Showing 50 of 14,887 comments

beinvested

Raymond,

1 of the similarities between YTL and Hume is they got the same date for the yearly/annual report, @30Jun.

Points:

31 DEC 2023 YTL Hume

Total Assets 58.1 BiL RM1.2 BiL
Issued shares 8 BiL 628MiL
NTA RM1.39 RM0.93
EPS 18.16 33.27

Got to add more points before we can see which one is better.

4 days ago

Ravi1969

@beinvested great analysis for Mr Peace lol

4 days ago

dragon328

Strong close today at another record high!

More to come next week.

Have a good weekend!

4 days ago

KLV868

Thanks, Dragon328, for all the Blogs & superb analysis! This stock is an excellent investment opportunity, supported by a wealth of FREE FREE FREE data and reports available for our review. Making informed decisions to buy or sell is all about utilizing these resources effectively. A big thanks to all the genuine experts out there!

Still holding to my wild wild Dream.

4 days ago

Ravi1969

I am expecting min RM 4 next week before QR

4 days ago

OnTime

yawn🥱

2 days ago

Raymond Tiruchelvam

@Topoftheworld ..... is that in russian? can translate for us pls :-) peace

2 days ago

David Gunter

Open the browser and there is a tab translate to whatever language you want. lol peace

2 days ago

Raymond Tiruchelvam

LOL .....thx @David Gunter .... and the article is absolutely right, everyone talking about good part of ytlp, but very few discuss about the risks.... 1) powerseraya seems to have hit peak revenue in last Q, and with the lower USEP rate we can expect lower revenue QonQ; 2) SGD MYR exchange rate will change once Feds lower int rate, kenanga has forecast the rate to be at 3.2x by Dec 2024 (currently at 3.5x); 3) hype on DC is understandable but 2-3 years will be start-up and will only see profits after that; 4) wessex is still not off the hook yet, UK inflation is still high and target to continue showing losses next Q announcement...... 5) ..... anyone can add on; Point is that its important to also look at risks .... thats just life :-) peace

2 days ago

David Gunter

Only talking about Power Seraya but not the DC.

2 days ago

Raymond Tiruchelvam

just for info powerseraya makes up 70% of revenue and almost 100% of profits - as water, seware and telco and still making losses..... thats how big current earnings are so dependent on. DC is another story..... not many can put their hands on any figures, and thats what makes ytlp so speculative in nature... and @Agjl .... yes Feds will only going to start cutting rates in Q4 2024 at the earliest.... but the hint of it has started the market moving.... first signs are bond market and our own RM which is taking que and beginning to strengthen.... lets all understand the risks here as we SAIL this ytlp "saturday night" fever.... peace

2 days ago

Hoho22

Sour grape!

2 days ago

raizalmyinvests

Chill lol.

2 days ago

Raymond Tiruchelvam

sour grapes are good for wine making :) anyway dow just hit 40000 .... we are somewhat in a bull market..... happy hunting guys .... peace

2 days ago

OnTime

if u r so skittish then u should just dispose off all ur ytl/ytlp holding (if any) and take a wait and see approach until u r sure their earnings hv stabilzed.

2 days ago

dompeilee

Hard to believe my long position here was in paper loss for nine straight years before.....this 2023/2024 miracle !

2 days ago

Ravi Kumar

There is a lot of management by hope thinking the SGD is going to weaken back to RM3.0 I don't think it is going to happen. Based on spot pricing someone is doing I am really laughing. Looks like YTLP business is dependent solely on the SGD lol piss

2 days ago

OnTime

forex is only 1 factor. ytlp has so many moving parts and is in a growth stage the simpleton in me can only see good prospect ahead for this company.

2 days ago

Goldberg

YTL POWER - De-coding DC Earnings with a Revised TP of RM 6.25

Author: AmInvest

Investment Highlights

We maintain BUY on YTL Power International (YTLP) with a higher SOP-based fair value of RM6.25/share vs RM5.10/share previously. Our revised fair value implies FY25F PE of 16x and FY26F PE of 13x. We ascribe a 3-star ESG rating to YTLP.

We have accounted for the FY26F earnings potential of data centres (DCs) in YTLP’s SOP valuation. Previously, we used the asset value of the DC in our SOP estimate. We have raised YTLP’s FY25F net profit by 1% to account for earnings from YTL Sentul DC 1 (5MW) and the non-AI section of YTL Joho DC 1 (8MW).

For FY26F, we have raised YTLP’s net earnings by 27% to account for earnings from the AI section of Johor DC 1. We have also assumed that SEA would take up another 8MW o the non-AI DC in FY26F.

We believe that FY26F is a better reflection of the earnings potential of the DCs as there would be a full-year impact o the 100MW AI DC in Johor. The AI DC is expected to star operation at the end of 2024F. As for the non-AI section, SEA is anticipated to move in this month and take up 8MW o capacity. Eventually, SEA would be taking up 48MW o capacity in total.

We think that the net profit of the 100MW AI section of Joho DC could potentially be more than RM1bil per year. This is based on a net profit margin of 20% on revenue of RM7bil Our revenue estimate of RM7bil assumes a fee o US$2.13/GPU/hour and 78,431 GPUs (graphics processing unit). Our conservative assumption of US$2.13/GPU/hour is half of Coreweave’s charges of US$4.25/GPU/hour fo Nvidia’s H100 chip. YTLP’s fee could potentially be highe than Coreweave as the group would be using the latest Nvidia GB200 Grace Blackwell superchip.

Net earnings of the non-AI DC are not expected to be as significant as the AI DC. We estimate net profit of RM5.3mi for the Sentul DC and RM16.8mil for Johor DC. These assume a fee of RM1,750/month on 500 racks for Sentul DC and 1,600 racks for Johor DC. The fee of RM1,750/month is based on the charges of data centre operators for a 21U Rack in Cyberjaya and Kuala Lumpur.

YTLP’s outlook is positive. Earnings growth is expected to come from the DCs while YTLP Seraya in Singapore provide a stable and recurring base underpinned by locked-in profi margins. YTLP DC’s competitive edge lies in its partnership with Nvidia coupled with cheap land and energy costs.

YTLP is currently trading at a FY25F PE of 12x, which is marginally below its 2-year average of 13x.

2 days ago

Ravi Kumar

OnTime and Goldberg totally on the mark. Some people only suddenly appear and come with what I call tepi jalan analysis lol Thanks to the members sharing from low 6 digit now approaching 7 figures capital thanks yo buy at the low end and also buying contra at the right timing

2 days ago

B03392

YTL and Power wil have positives movement.👍. Cheers🍻to all comrades👍

2 days ago

dompeilee

Can't be bothered with ol' blackie's jibes... I dared to average UP @ 2.60-2.62, am now rewarded & that's all that matters 💰! 😘

2 days ago

David Gunter

RM 4 here we come

1 day ago

redhotpepper

Now still gud time to enter?

1 day ago

raizalmyinvests

Probably overextended.

1 day ago

EquityJourneyman

RM4 when its Q3 result is announced

1 day ago

redhotpepper

Macam tak gerak ke mana2

1 day ago

pang72

The last miles to cross $4...
Be ready!!

1 day ago

Raymond Tiruchelvam

kekiri kekanan kekiri kekanan.... this is what happens when contra players sell and re-purchase again to stay in the game :-) peace

1 day ago

redhotpepper

Yes Sir, Ke kiri, Ke Kanan, tabik!!!!

1 day ago

pang72

https://www.theregister.com/2024/05/17/leasing_datacenters_us/
Since 2023, the leasing rate for datacenters in North America that haven't even been fully built yet has shot up and now stands at 84 percent for the first quarter of this year.

"Preleasing activity in primary markets is strengthening, with 2,553.1 MW (83 percent) of the 3,077.8 MW under construction pre-leased," real estate and investment biz CBRE noted back in March for the year 2023. Preleasing, or leasing for datacenters before they're completed, has persisted into 2024 with a rate of 84.3 percent in Q1, CBRE told The Register today. For prior years, this rate had been closer to 50 percent or so, we understand. And that 84.4 percent is said to be an all-time high since at least 2020.

Demand in Europe is also reaching record highs, which saw an explosive Q2 last year that included elevated pre-leasing

22 hours ago

pang72

DataCenter in hot cake even in construction phase!!

22 hours ago

Goldberg

YTL -Sea Digital Bank- powered by AI

MoneyLion’s Co-Founder Foong Chee Mun Appointed CPO at YTL-Sea Digital Bank Project

Foong Chee Mun has assumed the role of Chief Product Officer at the YTL-Sea Digital Bank Project, which is among the five entities awarded a digital banking license in Malaysia.

In addition to his new role, Foong also heads YTL AI Labs, where he will be shifting away from traditional product management roles to focus on integrating artificial intelligence in banking solutions.

This appointment comes after Foong’s announcement in January 2023 that he would be leaving his position as Chief Technology Officer at MoneyLion, a company he co-founded nearly ten years ago.

https://fintechnews.my/42271/digital-banking-news-malaysia/moneylions-...

21 hours ago

Antifanaticracism

This is like imagining a beautiful castle in the air . Nothing tangible yet

20 hours ago

Antifanaticracism

Don't jump the gun

20 hours ago

Antifanaticracism

Buy to hold

20 hours ago

jenson68

Cross 4 with good QR , pray hard !! Cheers

20 hours ago

pang72

NVIDIA
10:35:05
|
NVDA
947.22
+22.43

Nvidia shld cross $1k after QR out:)

19 hours ago

theyoungman

wah, @pang72, you switched camp liao oh.

19 hours ago

Leward88

RM4 when YTL's Q3 result is announced 😉

7 hours ago

redhotpepper

Ytl digital capital belongs to who?

4 hours ago

MrFox


redhotpepper

Ytl digital capital belongs to who?

1 hour ago

YTLP

3 hours ago

raymondroy

... belongs to the group :-) YTL + YTLP = The Group..... license was awarded to The Group... its up to francis yeoh how he wants to slice and dice the pizza :-) peace

3 hours ago

raymondroy

11:20am.... amazing buying power displayed at 69%; gobbled up 3m shares in span of 9mins at 3.81 and 3.82 :-) peace

1 hour ago

jenson68

Seem great news is coming , hehe

1 hour ago

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