YTL POWER INTERNATIONAL BHD

KLSE (MYR): YTLPOWR (6742)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

5.16

Today's Change

+0.13 (2.58%)

Day's Change

5.02 - 5.22

Trading Volume

15,685,900

Meeting


Ann. Date Date Time Type Venue View
Discussions
40 people like this. Showing 50 of 27,765 comments

BudiLee

@MrFox, 2089 is my all-time top investment, good for both capital growth and dividend

6 days ago

GSX1111

YTLP now take a rest, focus is on Ranhill for catchup with parent share

6 days ago

calvintaneng

HI GUYS

Long ago in 1997/8 Bull run

One guy from Reko, Kajang made Rm300,000 from Share market trading
RM300K was big money in those days

After having made Rm300K (or Rm1 to Rm3 million in today's money) he decided to cash out and bought a piece of land in Jalan Reko, Kajang to lock into REAL ASSET VALUE (LANDS!!!)

Then Asian Financial Crisis Hit
Many went bankrupted

This guy built a Shop on his land to sell Electrical Stuff

He did very well

NOW IF YOU WANT TO PRESERVE YOUR PROFITS

CAN CONSIDER BUYING AND HOLDING TSH RESOURCES (9059)

Final decision is yours

TSH RESOURCES (9059) PRIME GOLDMINE LANDS SELLING AT LESS THAN RUBBISH PRICES (NOW I KNOW WHY WARREN BUFFET SAID, "I KNOW I WILL BE RICH"!!

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-07-story-h-159794673-TSH_RESOURCES_9059_PRIME_GOLDMINE_LANDS_SELLING_AT_LESS_THAN_RUBBISH_PR

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-03-13-story-h1484835012-THE_ASIAN_FINANCIAL_CRISIS_1997_1998_Why_It_Hit_Johor_Hardest_BECAUSE_O

6 days ago

MrFox

BudiLee@@@
@MrFox, 2089 is my all-time top investment, good for both capital growth and dividend
1 hour ago


👍

6 days ago

Edison Cheah

@dragon328 do you think coming Q4 earning will surpass Q4 2023? which the profit is 1B.

5 days ago

Antifanaticracism

GSX 👍✔

5 days ago

Jerichomy

Post removed.Why?

5 days ago

Jerichomy

I am back after kena ban

5 days ago

raymondroy

@Edison Cheah ..... haha thats too optimistic, Q4 will never make the 1.1b NP after MI, will be lucky if can even match the 700m made in Q3, for your info USEP price($/Mvh)/demand(MW) are as follows - March 235/6,431 and April 288/6,638 (May not yet issued)..... so good news is that April is higher than March which is a good indicator, lets hope May and June similar as April if not higher..... cheers :-)

5 days ago

OTB

Posted by Jerichomy > 2 minutes ago | Report Abuse
Everybody want kena tipu by OTB
------------------
I bought and recommended YTLPower in this forum at 1.10, the present share price is 5.06.
The present gain is equal to 360%, I am laughing all the way to the bank.
I still hold a big portfolio of YTLPower, no intention to sell them.

I helped all investors here to make a fortune in this stock.
YTLPower is another Supermx in 2020, the share price of Supermx went up from 3.60 to 24.50 high in 2020.
Good luck.
Thank you.

5 days ago

cwc1981

Yes

4 days ago

Goldberg

Johore Investment Trade & Consumer Affairs- seen Promoting Green Data Centres in Johore.- YTLP to be the main beneficiary.

Johor Investment, Trade and Consumer Affairs Committee chairman Lee Ting Han told ST that starting in June, the state government will implement guidelines requiring new data centre operators to demonstrate efforts to use green energy hardware and software.

New data centre developments in Johor will be assessed on their sustainability efforts, including power and water efficiency, he said.

“If data centre operators do not show efforts to use green energy, the committee can recommend to reject the building permission application of their data centre,” said Mr Lee.

https://www.straitstimes.com/asia/se-asia/malaysia-s-push-for-data-centres-could-strain-power-and-water-supplies-warn-experts

4 days ago

raymondroy

Tiktok has arrived in malaysia, adn they setting up DC at Sedenak Tech Park (STEP)..... i dont suppose YTLP has any role in this?

https://www.techtimes.com/articles/305464/20240607/tiktok-bytedance-2-billion-ai-hub-investment-in-malaysia.htm

4 days ago

cheap1

ESOS shareholders selling for RM 4.3 gain?

3 days ago

cheap1

2024-06-06

Additional Listing

ESOS - 1,276,000 shares at 0.700.

3 days ago

OnTime

esos good for employees - boost morale.

3 days ago

Bernard85

accumulate before it goes up to 5 and above again 😁

3 days ago

dragon328

Not many employees will sell their ESOS now, as they know better than anyone here the good prospects of the company, especially those who are involved in the operations of PowerSeraya, Wessex, Jordan and AI data centre divisions.

3 days ago

fx115w

dragon328@ That's true. Also, there is moratorium imposed on YTL's ESOS. Staff can only sell 20% of their shares each year. So, we won't see a huge sell-off happening.

3 days ago

Lee Yew

The YTL empoyees can only exercise 20% of their ESOS each year out of their total ESOS, they can sell all what they have exercised. The employees deserve every cent of the windfall. In the past, their ESOS hardly make any money.

3 days ago

Vicky

Data centres should be limited and under control immediately under new government policies which will be drafted soon.

3 days ago

Vicky

Time to retrace and sell down

3 days ago

dragon328

@Vicky, it is good to have some sort of control over new data centre builds that everybody is trying to jump into now, especially those who do not have any experience in this field and have not locked in sufficient power and water supply.

Lately some corporates are trying to jump into the data centre bandwagon just to get some limelight for their company stock, eg. Mah Sing who announced to form a JV to enter the data centre business. Just like few years back Mah Sing also jumped into glove manufacturing during the Covid glove mania, now it is trying to wind down the business and jump into another new field.

Data centres need lots of power and water supply, these companies who have no expertise in this field will suffer from inability to secure sufficient power supply or water supply, or suffer from below par returns due to highly priced power and water supply that they struggle to secure.

On the other hand, YTL Power has already secured sufficient land to build 500MW of solar power to power the data centres at its Kulai park, and I expect them to start installing the solar power once the first phase of AI data centre is about to start operations in early 2025, then the company will reap the max rewards from the relatively cheap power supply (solar power has a levelised tariff of below 25 sen/kWh compared to grid supply from Tenaga at over 50 sen/kWh) and secured supply when battery storage is installed at the site.

3 days ago

MrFox

Hovering ard 5 for some time now!!!
Better watch out!!!!!!

When the excitement comes!
The price will not ooze out!!!
But will spurt out, Fast n Furious!

Whispering words of wisdom!!!!
haha

3 days ago

Jerichomy

Post removed.Why?

3 days ago

SS13

When the glove mania was in full swing many non-glove manufacturers announced going to build glove factory. Many did not materialize and eventually announced shelved the project. Same here for data centers. Many will announce let’s see how many materialize. At least we know YTLP already completed or about to complete phase 1 of their data center. By the way tomorrow is also the x-date for dividend.

3 days ago

raymondroy

also ytlp has dodid in singapore :-) albeit 12.5mW ony

3 days ago

BudiLee

What I'm amazed about YTLP is the capital growth, which in a year multiplied my money more than 4 times. I remember in June 2023 when I bought the share, it was only rm 1.26, and today rm 5.06 ,

3 days ago

BudiLee

And I believe it's going to be the same or even better for the year ahead.

3 days ago

SS13

What will be the growth factors to YTLP over the next couple of years?
1. Ranhill with his sole water supplier status in Johor and Major market share to power supply in Sabah;
2. The AI DataCenter in Johor. It also has data centers in Sentul and Singapore;
3. The digital bank with SEA Ltd
4. Wessex improvements in profitability with the recent 12% increase in rates;
5. It’s 600MW hydrogen ready power plant in Singapore. It also has stakes in IPPs in Jordan and Indonesia.
6. Others - Brabazon Property Development in UK and YES which needs to improve on his performance.
7. New projects - renewable energy etc
It is a growth stock and will do well next few years.

2 days ago

SS13

It is my core investment this year and I am hopeful it will be do well for the next couple of years with so many growth potentials

2 days ago

cgtan2020

@dragon328 the 3.00 million share purchase by YTL & Son from the ESOS's of director is is transact at RM5.11, individual director got money, family holding company pay for it. The share still at their hands.

2 days ago

dragon328

@cgtan2020, it is just a small amount of shares changed hands between the Yeoh siblings, I won't read too much into it.

2 days ago

speakup

i dont think Pmx got courage to do this: https://theedgemalaysia.com/node/715057

2 days ago

BudiLee

Today started rising up

2 days ago

jenson68

Prepare for the next wave , hehe !

21 hours ago

bhullar_1972

Fair value 8.88

21 hours ago

NatsukoMishima

Ranhill will catch up soon ! Ytlpwr will hit rm 12

18 hours ago

ValueInvestor888

fund managers must own tenanga , and YTL+YTLP if they were to beat the mkt. Tenaga is No.2 stock in KLSE in term of mkt cap. YTL+YTLP have a combined mkt cap of close to Tenaga. These 3 utilities stocks are top performers. If KLSE bull trend is to continue, these 3 stocks will continue to do well...

16 hours ago

troy88

Long time didn't visit this forum. Good to see there are no snakes and fear mongers. Hehe

16 hours ago

MOBAjobg

TSLA stock price made a giant leap today.
I know, wrong thread.

I’ve been looking into YTLp stock price chart since last week and have just noticed that its MACD reading is almost above 0.

15 hours ago

cwc1981

Power ok today. Corp very koyak

15 hours ago

dragon328


Thanks @cgtan2020 for the news link above. I extract out the relevant part as below:


Rajiv Jain, chief investment officer at global asset manager GQG Partners, owns Malaysia's YTL Power International (YTLP.Malaysia). The company stands to benefit from a host of reforms in Malaysia of its power sector as it sees a data center boom and the country tries to become a regional hub, exporting power to Singapore and other parts of southeast Asia.

At 12.6 times next year's earnings, valuations in Malaysia are still relatively attractive. "No one is paying attention to the sleepy market, " Jain says.

12 hours ago

calvintaneng

WHY NVIDIA CHOSE YTL POWER & NOT YTL OR MCECEMENT TO DO DATA CENTER?

ANSWER:

BECAUSE DC NEEDS LOTS OF POWER

TNB SUBSTATION PROVIDER

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-14-story-h-159638897-TNB_SUBSTATION_PROVIDER

5 hours ago

Post a Comment