KGB WB is trading at a discount and has 2 more years to expiry. Perhaps it is a better buy than the mother share.

Probably the first person to have spotted YTLP 2 years ago is Dragon328. That was a stroke of genius.

https://klse.i3investor.com/web/blog/detail/dragon328/2022-04-22-story-h1621549755-YTL_Power_is_potentially_a_10x_Bagger

It was then around 70 sen. more people then joinin later. Some at RM1.20 level, Some at RM2 level, More at RM2.50 level and here we are at RM4 staring at RM6. What a great counter. Thank you Dragon328.

@OTB , TQ
I thought Yinson is one of them. no more?

"I recommended YTLPower to all readers around 1.10.
I still recommend this share around 2.40 level.
After this level, I did not tell anyone here to buy YTLPower further.
I have been silent on YTLPower share for sometime.
Those bought YTLPower share at 1.10, the profit gain now is around 256%.
I do not need to hide, YTLPower is making a very big gain.
Thank you. "
-----------------------------------------------------------------------------------------------------------------------------
@ OTB, Good job.
Perhaps you can share your current No.1 stock with us ? We can all laugh our way to the bank ? TQ

To make a PAT of RM1 Billion for FY2024, Yinson need to make a PAT for the 4th qtr of >RM310 M. Is there a management guidance of the Q4 PAT figure?

@OTB
"FBMKLCI target at 1,550.

Do you know that in January 1994, FBMKLCI was at 1.332 ?
The target at 1,550 is just 218 points higher than 1,332 after 30 years. FBMKLCI increased 16% over 30 years.
JSX CI (Jakarta) was at 370 in 1994, the present index is 7,198. The JSX CI has increased 18.45 times (1,845%) over 30 years.
If KLSE is a bull market in 2024, FBMKLCI will be higher than 1,550 in 2024.
All analysts in Malaysia always undervalued FBMKLCI index."

@ OTB...3 days ago you post this in Ekovest forum
"KLSE is a bull market in 2024.
Uptrend is still intact.
I will buy if the share price drops.
No worry."


Today you said " If KLSE is a bull market in 2024...."
Are you getting cold feet because of the correction the past 2-3 days ??
Care to enlighten as I am confuse with your stance. TQVM

@OTB, good for you able to make RM1,009,155 in January 2024.
Perhaps you can share what are the stocks you bought in the one month and the entry prices and quantity?
Is it all in YTLpower only ? TQ

I bought YTLP because of dragon328, TQVM. To hit RM5 within 12 months is a piece of cake. To hit RM6 in 12 months is a realistic possibility.

@Dragon328, Thank you so much for your analysis. As always ,appreciated.

Who say Najib pardoned?? rumour only to sell paper?

Hang on for 6 months, you would not be disappointed.

@Dragon328, with all the new projects in the pipeline what is your 12 months TP for YTLpower? tq

Within 6 months my friend. hopefully

Tong has got many followers. I see WC at 80sen within 6 months. Hopefully.😊

I was told the chart of Insas today closed very bullishly, whatever that means. Perhaps any TA specialist can enlighten us ? TQ

Waa.. so many fund managers buying Insas? Last I heard is Mark Mobius. Looks like Insas is heading to RM4.

Tong bought Insas in April 2023. Last week he bought Insas WC. I assume the short term outlook for Insas is very good. no?

For Tong to buy Insas WC instead of mother share show he is very confident of Insas short term upside.

OTB,
"Quote !!
Nvidia and YTLPower partner for USD 4.3 billion AI data centers in Malaysia
Please read the link below.
https://www.datacenterdynamics.com/en/news/nvidia-ytl-power-partner-for-43bn-ai-data-centers-in-malaysia/
USD 4.3 billion = RM 20.00 billion (1 USD = RM 4.65).

Capex = RM 20 billion
Revenue = RM 4.0 billion (20% of Capex)
EBITDA margin 50% = RM 2.0 billion
PAT = 1.44 billion (Assuming 28% tax)
Unquote !!

I do not know the above information is correct or not, the aforesaid information is from my study.
We will know the result in FY 2025 (June) report of YTLPower at the end of 2025.
Good luck."

@OTB, If your projection is true , YTLP should be trading at > RM8 within the next 2 years ?

Perhaps it is the right time for the major shareholders to take the company private? no?

Thank you for not fighting and focus on Kelington. TQVM

@OTB
"Yes, it is my mistake.
I did recommend to buy 30% at 0.40, buy another 30% on correction and add 40% if the share price can cross 0.40 after correction.
I agreed this recommendation report only come out at night.
It is in a hurry, everyone is asking me to buy Insas.
I will be more careful in future, will not recommend if I do not have my strategy plan.
I am sorry."

So it is no longer a buy on WC now ??

If 2024 is really turn out to be a bull market, perhaps buying WC is a good option. Risky , for sure if it turns out to be another uneventful year. WC will then perhaps suffer same fate as WB.

Very timely advise from dragon328 and others, the risk is a lot higher now if you want to do swing trade. However if you are looking at long term then it is a totally different thing.
The foreign funds came in a big way say at RM2.80 and now its 35% up in such a short time. Perhaps they want to take some profits now?? who knows.

yes, dragon328 is certainly the main contributor of YTLP articles. Thank you so much. I am waiting for RM5 before I think if I should sell. No point doing swing trade as I never get to buy back.

@OTB
"A cup and handle chart is formed soon.
Super bullish.
I just recommended it yesterday, it shoots up like a rocket.
See you at 0.995 soon.
Good luck.:

Does this stock meets your FA investment criteria??

I said before , to hit 4.20 is a piece of cake. one should Hold until at least RM5 before selling. The momentum is far too strong. something big is still cooking. no?

If Yinson can deliver an EPS of about 30sen for the next 5 to 7 years, and also able to clear the debt in 5 to 7 years, according to Mr OTB, then potentially, yes potentially, Yinson can be a cash cow after 5 to 7 years? Do I interpret your analysis correctly OTB ?

https://www.oaklandspath.com/the-fpso-industry-and-top-tier-lessor-and-operator-yinson

@ OTB, I believe you are recommending a very good counter here. Perhaps we could see a good run going forward soon.

"OTB
I recommended Supermx at 3.60 in 2020, the share price went up to a high of 24.50.
I recommended YTLPower at 1.10 - 1.20, I hope the share price can hit at least 4.20 in 2024.
5.00 to 6.00 in 2025.
Good luck in 2024. "

@OTB, Looking at the market momentum RM4.20 in 2024 is a piece of cake. [Based on EPS of 42 sen only PE 10 ]
Do not discount a PE of 15 giving a TP of RM6.30. [ KLCI average PE is 15 ].
That also ignore the hugh potential that the AI deal will bring.

OMG....Up a few sen, these two pension fund start to sell??

looks like sky is the limit now.

Conservatively RM4 by CNY for a PE of 10. no?

"OTB The technical charts of YTL and YTLPower showed buy signals in March 2023.
I started to look at these stocks after March 2023.
Good quarter results only showed after May 2023. "

OTB,Perhaps you could update if it is still your pick on a quarterly basis? no?

Trading at attractive PE indeed. Perhaps if the next qtr results can be as good or better than the 3rd qtr result then it could just take off in late March 2023. no?

OTB, is Yinson TA bullish now?? tq

The CEO Lim Chern Yuan made the following comment in “ the edge” article 4 months ago :--
“We have never been in such a good position to negotiate contracts, with our order book, we are looking at closer to a billion dollars of Ebitda by 2025, 2026.”

With that kind of statement, you can be rest assured that he knows what he is talking about and we just need to be patient and wait another two qtr results to see the price performance. One needs patience to win ? no?

What will drive Yinson stock price? All IBs covering the stock recommended a buy and yet listless after good qtr result. Are foreign institutional investors shying away from oil related stock?
Perhaps need to wait for 2 more quarters results before potential investors /traders are convinced that Yinson can consistently deliver good results?

Good Qtr Result. Hope stock price will perform better in days to come.

Come 18.12.2023, YTLpower should be trading at a PE of at least 10 ? That is not a big ask.
That should price YTLP at least RM3.35 ? no?

QTR 31.10.2023 results due out by end of the month. Looks like it will still meet expectation, but the share price is still listless. Disappointing indeed.

The IBs will probably revise their TP upwards on Monday.

If Yinson is going to be flat in 2024 as well then the mother share would be a better choice?

@OTB, I have no doubt at all. Why are they saying you lose money? As a matter of fact, I follow you to hantam Yinson-WA. Hope it turns out very well in 2024.

@Charles, I thought sifu OTB always make money?

Dragon328,
Pretty good write up. Thank for sharing. Well... on a 3 year investment horizon ,YTL or YTLpower ?

EPF seems to be collecting at current prices. hope this continue till year end.

Is YTLP technical uptrend still intact ? Just normal correction before the next push? Qtr result going to be shitty?
Perhaps time to pick up if you missed the earlier round ?

When price has moved from 70 sen to RM2.35 now, one need to be super careful. If YTLP can maintain the kind of profit achieved in the last qtr, there is always room to move up further. Qtr result to 30.9.2023 should be the key. If PAT drop to say RM500M, which was QTR 31.3.2023 figure, will current price hold ???