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

Wonder why ubs bought ytl and not ytlp... maybe johor royalties bought ytl through ubs lols.. either berjaya or ytl johor wanna a piece of action...

31 years ... surprised thought 31 hours

Testing RM4 resistance

They didn't include smaller initiatives like the property development in uk

Can reshare the hong leong research link?

But i believe the technology used will not have any issue. Worried is someone instigating the ppl...

Yup what i meant is the timeline for this project will push further. Something like kindex ...

https://www.freemalaysiatoday.com/category/nation/2024/01/21/rawang-residents-stage-second-peaceful-protest-against-incinerator-project/

https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-01-15-story-h-210471206-IOI_Properties_Kulai_ndash_Now_a_Boom_Town_BUY >>>ytlp kulai land valuation should already risen.

Ib think ytl will use ytlpower to fund hsr with a Chinese partner as ytlpower cash rich. They might raise cash by listing its assets progressively...

Ytl seems to be laggard to power..

Shall someone create another forum as this one bring hijacked by inconsiderate ppl? Is getting harder to read the legit comments

Dragon328- how do you see the arrangement percentage of profit to ytlpower? -->YTL Power said 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.

Not sure ytl communication on this nvdia project who's three bumiputra shareholder and if got $ to fund it... might be johor royalty ?

Hmm ytl power give business to ytl to built the data center. Ytl buy cement from mcement. Ytl com rent the data center with fix rate from ytl power. Ytl com provide service like yes and AI to Malaysian market. Left right left right pocket. Nvidiav sells services and gpu to ytl com as reseller. Whole venture make sense. Hope us will not ban China companies to use nvidia cloud services.

Congrats for?

Malaysian will get visa free to China.. not the other way round...

Thanks Dragon for your effort. Wonder hot spell over will the electricity demand lower from consumer..

https://www.malaymail.com/news/malaysia/2023/11/23/appointment-of-ytl-power-international-for-waste-to-energy-project-done-in-transparent-systematic-manner-selangor-exco-tells-state-assembly/103748 this also fruit from the seed planted few years ago...

Maybe someone here had or having a bad marriage bullied by wife then come here rant ... we are here to support ..as nov is men's health awareness month :)

Think the noise made here is those jealous or try to justify own mistake not buying earlier? I think foreign fund buying coz ringgit is weak n asset mostly overseas. Once ringgit strengthen maybe they will start exit. However ytl is cash rich and if approved share buybacks price can sustain. Even those gurus in epf regret selling below 1 buck.

Wonder is they didn't increase divident but to pay back the high interest loan to increase probability will the share price sustain.

@probility any link on the bloomberg playback?