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1 week ago | Report Abuse
I don't understand why the current administration seems to be be targeting ytl recently. They wanted some deal from ytl?
2 weeks ago | Report Abuse
Hi dragon , just a speculation because price reversal come on end of July when ringgit is strengthening.
2 weeks ago | Report Abuse
But the trigger might be Fed raise rate , and that nbeed inflation first from Trumpy import tax.
2 weeks ago | Report Abuse
Anti .. You are not wrong but that's 28 days away , and another 14 days before Donald says Trump.
2 weeks ago | Report Abuse
Volume
379,649
Value
137,311,377
2 weeks ago | Report Abuse
Lesson learned , need to exit. Market is randomness.
2 weeks ago | Report Abuse
@dragon. It's all in the currency ? I think this inflow is foreign fund. Notion also move.
2 weeks ago | Report Abuse
@hotsauce1924 ,for some reason the snakes are only in this thread of forum , they dun even go YTL thread. No idea
2 weeks ago | Report Abuse
Hehe and i feel the momentum a bit weird, this seem familiar last 30 min spike up.
2 weeks ago | Report Abuse
By the way this MACC finish investigatione the fashionVet(?) in one months time, but with ytl com it's still very weak accusation. Seems odd..
2 weeks ago | Report Abuse
This Ytl do less than 10% of that whole project..
3 weeks ago | Report Abuse
@OTB it stand above 3.17 d , does this count ?
3 weeks ago | Report Abuse
I don't think QR will be spectacular , unless it added unforeseen Data Center gain, likely be slightly lower factor in the higher MYR , control SG electric tariff, it's not particular hot last few months.
1 month ago | Report Abuse
@Dragon perhaps the government new propose dividend tax make some fund move away?
2024-09-12 16:15 | Report Abuse
I trust the calendar more , tommorrow is friday the 13th!
2024-09-12 16:13 | Report Abuse
Still i find one thing very ironic.. Since when MACC become the Moral High Ground and definitive who is the corrupt while people die in it's custody.
2024-09-11 13:53 | Report Abuse
@OTB , I think local investor interpret a "raid" from MACC doesn't imply ytl corp do bribe but a lack of political favor from current government. Is MACC probe a political tool or just regular probe and check? Actually this case will be a good pointer did the government body improved to better governance. Anyway saw MACC make a case on a group of fraud case by doctors and partners in claiming Socso , a small case but need need dedicated work to prove and track.
2024-09-06 23:56 | Report Abuse
Hey Mabel, so here is the ball game from this MACC statement it says hey i am just doing my job call by my boss department, yeah i follow what they provided, working on it. Hidden message if anything ask my boss lah. Now if it's anwar turn to say something but when (remember on 31 Aug parade there is a big hu-ha on the road cleaner stunt so this is his first stellar case?)
1) I am happy that MACC take initiative , and i hope to read their report soon ( yeah roll the ball back to MACC)
2) I order it , i feel sadden by malaysia croni kept stealing money and i promise to see the end and whoever does it pay ! ( Graft fighting hero image building) . Saw comments on youtube report many malays feel very strongly cronies should be punished. Political wise he might can gain marks from Malays , but this can be easily turned "look like your graft only target chinese companies"
3) The report carried by this department , and MACC take action on it , all is happen due events trigger. ( ok i wait how it goes , if can benefit me and sure case then jump in)
Anwar is not in Malaysia during this period. Good timing or plan timing. Let see what's his comments.
2024-09-06 23:03 | Report Abuse
it is due to new information from
-Governance, Procurement, and Finance Investigating Committee (JKSTUPKK): Their report was released in August.
-Public Accounts Committee (PAC): Their report also provided relevant findings.
PAC is old timer and they release report every year, which mean they are just being Pull in. So it's JKSTUPKK that initiated this under Prime Minister's Department. So a couple points:
1. MACC has no solid case but launching early investigation. No solide name given which officer involve (current or past). Sequence also wrong.. you stay quiet and investigate silently on graft case. Or you rock the boat and shout i want to catch you?
2. Still this is initiated from Prime Minister department meaning.. A want to start a case , or just want to throw some shadow on Muhidin. Again Graft case is very hard to prove unless clear money trail or whistleblower step forward.
Like the taiwan case where the ex taipei major Ko Wen-je, when the taiwan MACC say i am onto you , next immediately is DOJ and court case d.
Anyway lets not forget Ytlpower do business in Singapore which is one of the strictest country on graft. And also in UK.
2024-09-06 22:40 | Report Abuse
https://www.thestar.com.my/news/nation/2024/09/06/macc-rm407bil-ytl-comms-probe-will-be-transparent-impartial
Certainly. Here's a concise summary of the key points:
Contract performance issues: The problems described (low coverage, technology deficiencies, unmet speed requirements) suggest poor execution rather than corruption.
Project management concerns: Shortening the contract without reducing costs could be mismanagement, not necessarily graft.
Financial discrepancies: Potential losses and unverified claims might be contract disputes rather than corruption.
Lack of direct evidence: No clear indications of bribery, embezzlement, or similar corrupt activities are mentioned.
MACC's broad mandate: Their investigation doesn't automatically imply corruption; it could focus on proper use of public funds and contract compliance.
In essence, the situation appears more like a poorly executed contract than a clear-cut case of graft or corruption based on the available information.
2024-09-06 18:16 | Report Abuse
PM still in Russia.. about the timing.
2024-09-06 16:29 | Report Abuse
Haiz.. maybe it's better for Ytlp and ytl to list in Singapore , one small poop by MACC , and it's firesale.
2024-09-05 17:18 | Report Abuse
@Asengkianjoo , nope at the moment politics win. The most unpredictable one.
If PMX only decide things base on political benefit, then he is no different then the previous PM and he will fall in the same trap.
2024-09-05 13:48 | Report Abuse
Actually there is a slightly bigger problem , if PMX graft strategies are only whacking all political opponents, what about the current corruptions? The one who would challenge him in coming election is not Muhidin but Zahid.
2024-09-04 22:15 | Report Abuse
PMX say dig whatever you can on Muhiddin , MACC overworked ?
2024-09-04 22:10 | Report Abuse
Both short position today total:
YTL YTL CORPORATION BHD 383,000 1,146,193
YTLPOWR YTL POWER INTERNATIONAL BHD 379,700 1,476,603
2024-09-04 12:33 | Report Abuse
Malaysia market actually hold up pretty well..
2024-08-28 17:52 | Report Abuse
And it's the same pool of money.. Split into multiple banks.
2024-08-27 20:19 | Report Abuse
Hohoho no need to attack anyone, if you believe what you say place your bet, and prove it then say what your gain! Talk is cheap, money is hot!
2024-08-27 16:15 | Report Abuse
Market already out of liquidity, waiting for FED or already trap high or foreign fund queitly scooping no counter is moving convincingly unless extremely good news like 1000%yoy.... Wow great call dragon
2024-08-27 16:10 | Report Abuse
Now here calling people Sifu or Liar is very unfair to knowledge sharing . is very rude and incapable of making own analysis. Another counter PBA already up 21% today Rm2.2 now, after seeing price down to 1Rm.6 two days ago. You have to know each info provider strategy , FA one 2-3 year is short term , 5 year is mid term , 10 year is long term. TA is 1 week short, 3-4 weeks long, 6 month is old nenek. Gambler is today untung, tommorrow lose... Slap myself.
2024-08-22 15:58 | Report Abuse
Because Mother only up 3% with half short seller volume.
2024-08-22 15:51 | Report Abuse
And i think they start panic d.. IDSS had to be close today.
2024-08-22 15:47 | Report Abuse
unless there is a big enough buy side, not easy to break short seller barrier , but once triggered they are naked haha
2024-08-22 15:45 | Report Abuse
@Johnchew5 ,how about this trick IDSS suppress , RSS escape. IDSS does not need to pre borrow stock, as long as it's belong 3% circulation. But had to settle within the day (i wonder how strict is this)
2024-08-21 23:23 | Report Abuse
Oh yeah @Johnchew5 thanks , your is total so.. 800k exited. Not bad . Good earning, Left another half. Since few short seller and naysayer are still here, i dare say you guys are working over time .. Humpty Dumpty wish you good night.
2024-08-21 23:16 | Report Abuse
Nvidia is the only certify AI data center at the moment as everyone is using their GPU and cuda software , except the crazy guy Elon which created his own super computer dojo. The only problem for YTLP is they promise to deploy Blackwell (which is delay) , and if YTLP is the first batch to receive blackwell , ytlp is the only AI data center with Blackwell on this side of globe.
2024-08-21 23:03 | Report Abuse
NVIDIA's data center business has grown significantly in recent years and has become a major revenue driver for the company. Here are some key points about NVIDIA's data center business:
Revenue size: For the fiscal year 2024 (which ended January 28, 2024):
Data Center revenue: $47.51 billion
This represented a massive 217% increase from $14.51 billion in fiscal year 2023
Proportion of total revenue:
Data Center revenue accounted for about 78% of NVIDIA's total revenue in FY 2024
This is up from about 57% in FY 2023
Growth drivers:
Surge in demand for AI and machine learning capabilities
Increased adoption of NVIDIA's GPUs for data center applications
Strong sales of products like the H100 and A100 GPUs
Market position:
NVIDIA is a leader in the data center GPU market
Its GPUs are widely used for AI training and inference
Future outlook:
The company expects continued strong growth in this segment
Expanding into new areas like AI-powered robotics and autonomous machines
Competition:
While NVIDIA dominates, companies like AMD and Intel are also competing in this space
Recent performance:
In Q4 FY2024, Data Center revenue was $18.40 billion, up 409% from Q4 FY2023
It's important to note that NVIDIA's data center business has seen extraordinary growth, particularly driven by the AI boom. The scale and rate of growth are significant factors in the current AI and tech landscape.
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Claude can make mistakes. Please double-check responses.
2024-08-21 22:56 | Report Abuse
Correction RSS volumne are 562,500 (RSS) (IDSS got 450 but no intraday so it's likely covered )only, that a million down d (20 Aug someone check is 1.7m). Well i think majority short seller already exit, but today volume is only 379,190 . How did that 1 m exited.
2024-08-21 22:17 | Report Abuse
Don't be coward yeah , say will up to 6 but didn't buy.
2024-08-21 22:15 | Report Abuse
@Antifanaticracism you are like village guy pretending to be big city rich man, so stop pretending like sifu , me also paiseh for you. Now you say want to buy tommorrow remember to leave a message what you buy ah. Be the man!
2024-08-21 22:10 | Report Abuse
MrFox still need a big buyer.. Short Seller about 1.7m share, i wonder will they be the big buyer haha
2024-08-21 21:44 | Report Abuse
@Antifanaticracism if you can tell when is Nasdaq and DJIA time to fall, why the heck are you still here ? You will be flying in a private jet dating Taylor Swift d (well maybe Paris Hilton more likely). If not due to last two week US/ Japan sell shock, ytl ytlp would still be hovering within 3.5/4.7 area. Just 10% below your sell call. Aiyah go to the big market and get rich there.
2024-08-21 20:12 | Report Abuse
To reevaluate the results without the one-time fair value gain from the Ranhill acquisition, we need to adjust the profit figures. The report mentions this fair value gain but doesn't specify the exact amount. However, we can make an estimate based on the information provided.
The report states: "The increase in profit before taxation was mainly due to higher interest income and fair value gain arising from the acquisition of shares in Ranhill Utilities Berhad, partially offset by lower share of profits of investments accounted for using the equity method."
Let's adjust the figures:
Profit before taxation for the year:
Reported: RM4,114.624 million
Fair value gain:
While the exact amount isn't specified, it's described as significant. Let's conservatively estimate it at RM200-300 million.
Adjusted profit before taxation:
Estimated range: RM3,814.624 million to RM3,914.624 million
Profit after taxation for the year:
Reported: RM3,510.332 million
Adjusted estimate: RM3,210.332 million to RM3,310.332 million
Even after this adjustment:
Year-over-Year (YOY) comparison:
Adjusted profit before tax would still be about 55.7% to 59.8% higher than the previous year (RM2,449.523 million).
Adjusted profit after tax would still be about 58.0% to 62.9% higher than the previous year (RM2,032.587 million).
Quarter-over-Quarter (QOQ) comparison:
The fair value gain likely affected the current quarter (Q4) results. If we assume the entire gain was recognized in Q4:
Q4 profit before tax: RM1,239.155 million
Adjusted Q4 profit before tax estimate: RM939.155 million to RM1,039.155 million
This adjusted figure would still be higher than the preceding quarter's RM819.164 million, showing a QoQ increase of 14.6% to 26.9%.
Reevaluation:
Even after removing the estimated one-time fair value gain, YTL Power International still shows significant YOY improvement in profitability. The QoQ improvement remains positive but less pronounced. The company's overall performance for the year remains strong, driven by improvements across multiple segments, particularly in Power Generation and Investment Holding activities.
It's important to note that this is an estimate based on limited information. For a precise reevaluation, the exact amount of the fair value gain would be needed.
2024-08-21 19:52 | Report Abuse
Hey Fox where have you been , but very sakit in the Call options section , at least can expect a return to profit haha
2024-08-21 19:19 | Report Abuse
After all the great Analysis and learning , you did not make a bet ?
2024-08-21 19:17 | Report Abuse
Easy Mr @Genovese did you make the bet ?
2024-08-21 18:53 | Report Abuse
Sorry for inappropriate post earlier.
Just one point : YTL Power International Berhad generally beat both year-over-year (YOY) and quarter-over-quarter (QOQ)
Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD
4 days ago | Report Abuse
I use Claude one :
Let me analyze this technical assessment point by point:
Golden Cross at 3.46:
✓ Correct - The moving averages did show this bullish signal
Moving Averages:
✓ Correct about current price above:
20-day EMA at 3.44
20-week EMA at 3.62
Weekly MACD Buy Signal (9/12/2024):
✓ Correct - The signal emerged and typically suggests longer-term momentum
Resistance Levels:
✓ Accurate identification of:
2.83 (bottom)
3.44 (crossed)
3.73 (crossed)
3.95 (next target)
Elliott Wave Analysis:
Generally accurate:
1st Wave: 2.83 to 3.83 (6/12/2024)
2nd Wave: 3.83 to 3.56 (12/12/2024)
3rd Wave: Potentially starting 13/12/2024
Supporting Evidence:
Blue Hammer candle on 12/12/2024
Recent institutional buying we observed
Strong volume support at higher levels
The assessment appears technically sound, particularly with:
Multiple technical confirmations
Clear identification of key levels
Recent price action and volume supporting the thesis
However, the writer's caution about prediction uncertainty is appropriate and professional.
Just one tiny tweeny problem .. MACC ( i am beginning to think is it just a ploy to spook the ikan bilis ..)