Wondering why no share buy back since PE so low and have cash on hand.. invest in own company also not bad.

Not sure is esos, macc, coming quarterly results or nvidia report caused the share price downtrend acceleration...

https://www.businesstimes.com.sg/companies-markets/equinix-build-6th-singapore-data-centre-us260-million-investment . Good to have more power usage to sustain the high electricity usage post 2026

Price slowly drifting with the continuous release of esos and without much buyer

Sectors with the highest net foreign outflows were utilities (RM266.9 million), technology (RM50.9 million), and telecommunications and media (RM45.7 million).

Ytlp should share buyback

Now is low or high

Ytlp will suffer short term pressure due to long gestation period to see the profit. Foreign investor will visit ytlp maybe in a year or 2. Now they rotate to Banking as they share a big piece datacenter pie by providing huge loan. After the banking play.. is all about timing. Buy when low, sell the story then buy when realisation.

Think they should follow nvidia to share buyback

https://www.kdebwm.com/media-room/articles/council-explains-processes-before-rawang-incinerat/

Alot sad ppl here

Myr very strong

Data center and digital bank delay are some of execution risk in business just like attarat power which was delayed . ..

https://www.tomshardware.com/pc-components/gpus/nvidia-blackwell-gpus-allegedly-delayed-due-to-design-flaws

https://www.tomshardware.com/pc-components/gpus/nvidia-blackwell-gpus-allegedly-delayed-due-to-design-flaws

Myr getting stronger

Insider buying...

https://soyacincau.com/2024/07/25/yes-5g-nvidia-geforce-now-day-pass-malaysia/

Today will go up

https://www.channelnewsasia.com/singapore/semiconductor-wafer-chip-fabrication-manufacturing-more-land-attract-firms-artificial-intelligence-4483096

https://www.channelnewsasia.com/singapore/semiconductor-wafer-chip-fabrication-manufacturing-more-land-attract-firms-artificial-intelligence-4483096

No power

https://soyacincau.com/2024/07/16/digital-banks-sea-ytl-kaf-investment-bank-launch-delay/

Ppl scare over supply and margin erosion like glove?

Barron is bot

https://www.thestar.com.my/business/business-news/2024/06/10/ecoworld-malaysia-makes-sale-of-industrial-land-in-eco-business-park-vi-for-rm4023mil seems like ranhil will need to build more water supply in jb

Nvidia or ytlp more power moving forward?

Ytl acquired 300000 shares from yeoh seok kian... family related reshuffling...

Wild dream ytlp built nvidia data center in brabazon... lols they got wessex...

Good to enter ranhill? Listing will be kept. AI data center use water or special chemical cooling?

Waiting for dragon write up

Another bottle coming? Buy and sell after agm?

Anyone know when ytl digital bank will be launched? Seems like going to be the last one to launch...

Waiting for digital bank to launch. Hope the business model surprises the market.

What I mean is indirect competitor in AI field. The more AI customers more AI data center. Hope alphabet and amazon will host some data center with ytlp for their AI business. I still long ytlp not only for data center but for attarat arbitration results and coming uk property div recognition. Ytl recognised the revenue while building the houses. Post delivery should be ytlp?

Microsoft no collaborate with ytlp for data center... means it's a competitor.

Wonder microsoft ceo visit early may got to do with the price hike..

Hopefully jordan not caught into participating the war. https://www.theguardian.com/world/2024/apr/15/jordan-difficult-balancing-act-row-downing-iranian-drones-israel

https://www.theedgesingapore.com/news/artificial-intelligence/singtel-announces-new-business-line-gpu-service-nvidias-gpus-available The GB200 superchips have been dubbed the “world’s most powerful chip” for AI. Singtel will be one of the first Nvidia’s partner network cloud partners to receive them early next year. ... we ahead of them

https://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing

https://www.nst.com.my/property/2022/02/774391/brabazon-project-uk-contributes-significantly-ytl-corps-property-division

Dunno where i read the brabazon already contributed profit to ytl. Their reporting is confusing alot things lump into ytl during quarterly results announcement.
Btw 1. The Hangar District - our first phase of new homes – is due to complete before the end of 2024. A range of studio, one and two-bedroom apartments and two, three and four-bedroom houses is on sale now, with over half of the 300 properties already completed and occupied.

2. Properties in our second phase of new homes are under construction, with the first homes due to complete in 2025.

Hmm nvdia creating alot partnerships https://www.thejakartapost.com/business/2024/02/29/pioneer-in-indonesia-indosat-collaborates-with-nvidia-for-sovereign-ai-infrastructure.html

https://www.thejakartapost.com/business/2024/02/29/pioneer-in-indonesia-indosat-collaborates-with-nvidia-for-sovereign-ai-infrastructure.html

https://www.thejakartapost.com/business/2024/02/29/pioneer-in-indonesia-indosat-collaborates-with-nvidia-for-sovereign-ai-infrastructure.html

Ytl got UBS... wonder ytlp backed by which fund... if to move higher..

Think will hover around this price... until new revenue and uptick in profit take effect.

Tuaspring really a good buy previously...

This new hydrogen plant is more expensive than sgd270mil for 400mgw. This is sgd800mil for 600mgw. Hmm hmm .. anyhow good that each projects undertaking all billions in ringgit.

https://www.nst.com.my/business/corporate/2024/01/1007346/ytl-powerseraya-secures-tender-build-600mw-hydrogen-ready-power