We must remember. Datuk Amir Hamzah was appointed by DSAI as Minister of Finance II in December cabinet reshuffle. Datuk Amir was the CEO of KWSP. He played a pivotal role in the growth and success of KWSP despite the pandemic outbreak. This year KWSP may possibly declared one of its highest pay out rate for KWSP members { rumored 6% - 6.5% }° KWSP has yet to announced the new CEO replacing Amir Hamzah. He was the CEO from 2021 till Dec 2023 before his Cabinet appointment

This morning BFM interview with Mr Anand { Head of EQUITY Research Maybank Kim Eng } don't write off Asean Equity. More legs
& upside can be seen in Vietnam , Indonesia and Malaysia. Selected banking, energy, consumer stocks and of course DC is in the play. One interesting point he bought up. Malaysia bourse have only a few potential winning counter{s} or companies. If you are in the running stay with the stock. The stock he mentioned is YTL. Not a buy call just reposting part of the broadcast

Remember to add up the free cash flows arising from thier business operation's are denominated and park in SGD, Aud, USD, and Pounds. High interest rate enviroment is positive for YTL group who has a cash pile reserve of between 7-8 billion. Even at a token rate of 3% the interest earned from their reserve is staggering { convert back to MYR}

Yes. Sustain buying of YTL & YTLP and by this few book maker{s} certainly have deep pockets.

Dragon 328. Just to add on YTLP and YTL Seraya started to export 100MW electricity to Singapore on a commercial basis for a 2 year trial period starting from Jan 2023 thru the newly installed upgraded interconnector thru Pasir Gudang. The first for Singapore buying and importing electricity from Malaysia

Possibility of a sovereign wealth fund buying YTL. Remember YTLP and YTL Seraya signed a 2 year deal with Singapore to supply 100MW of electricity on a commercial basis via the newly upgraded interconnector starting from January 2023

Rise of AI is fueling massive surge in demand for DC in Asia but MNC tech companies faced a dilemma when it comes to settling on locations. It makes economic sense to build a consolidated facility that can serve multiple markets but governments in the region are restricting cross border data flows. China and Vietnam have tightened regulations in the name of national security. Now we understand why Nvidia pick YTL as their JV partners in Malaysia serving multiple markets. Full report is published Nikkei

you need to buy and accumulate 2,000 YTLP units at 2.50 and let go at 3.00 to make a million . Your initial cost is already 5 million on a single counter. You need to be in the class of Peter Lim { Singapore }

Good afternoon. Without prejudice or disrespect to any parties. Issue of company call warrants is not feasible and practical for any growth stock. Warrants are issued by a company to facilitate or tap into the market without incurring or upping their share base unlike a private placement or rights. IBs fwe are based on the size of the issue and the prevailing interest rate structure which the banks internal backroom calculate upon with a assumption on the tenure of the warrants. KWSP has outsourced a number of IB's to manage their fixed income and trading account funds. This are split into capital growth stock's, trading stocks and dividend stocks with different holding period. Maybe at times when the shares are disposed is to lock in their profit {as mandated under by KWSP} with the individual funds. Same goes for ETF funds where the stocks are pick and based on certain criteria

Xiaochen. I am not too optimistic on the PADU rollout. Looks easy but with 39 or 40 fields to fill and updated is not a easy task. tough choice for many less tech savy. Inaddition the accuracy of the data relies heavily on the respondents. Eversince the pandemic a large number of workers are in the gig economy {and not cover per see in the economy} if one is getting the BRIM assistance { a person may be tempted not to report his earning or side income} which may disqualify him from getting the BRIM assistance. Looking at their website PADU is the centralised collection data agency but the actual disbursement for the eligible and targeted groups are thru another agency. So it's good? I have no answer

Valuation of data centre in the past is based or calculated on income capitalisation. In addition other source income is generated by renting out any excess space as a fixed percentage of the data space to third parties. Al generative data centres is highly sought by tech providers { Nvidia or AMD}. YTLP is in a sweet spot. 5G telco, power generation, water services provider, digital bank and not forgetting their Jordan JV shale oil mining

YTLP nett profit ending 30 June for FY 2023 surged to a record profit of MYR 2.03billon vs 1.48 Billion recorded in FY 2022. What's interesting 74% of the revenue comes from their Singapore operations, 20% from their UK and only 3% from their Malaysian and other countries. Which indirectly means the weakening ringgit in the 2half of 2023 is positive for YTLP bottom line.

Dragon328. Thanks for the update on YTLP forward price earnings explanations. Tech analysts are now trying to contemplate the earnings potential of AI generative data centre which has seen a surge in demand across countries. All available DC space are either leased out or farm out based on each DC individual load capacities. The Nividia tie up is a masterstroke.

Otb. I cannot recall 100% what transpired or said at the Bloomberg broadcast. But without doubt Francis Yeoh mentioned he will look into increasing the pay out while maintaining a prudent cash strategic reserve. The quantum the higher the better.

Yes. Xiao Chen looks tough for people that are not savy or articulate in BM.

In the Bloomberg interview { Francis Yeoh} did mention the possibility of a higher dividend payout ratio of 10 sen per share for YTLP while prudently maintaining a healthy strategic cash reserves. Last year YTLP pay out 6 sen { 3.5 + 2.5} in Nov and June respectively. If coming Dec 2qtr profit is higher than what was projected. Another additional dividend announcement will be positive. Remember now YTL group is part of the FTSE /MSCI Bursa 30 KLCI and Malaysua ETF index

Yes. Wishing all our YTL group bros and sister a happy, prosperous and productive 2024.

Yes. SINGAPORE power +water rates are substantially higher vs our local rates. If I remember correctly it was announced in September that the water rates will be increased from S$2.74 {1,000 litres} to S$3.24 over 2 phases in 2024

Yes. YTL also owned part of the Kulai Young estate bought from the Boustead Group.

Without prejudice or disrespect to any parties. The fine of 157 million imposed on LHI for breaching the rules related to poultry feedmill price fixing is very substantial. At this point of time LHI press announcement to challenge and applied for a stay of the decision is lauded. Nonetheless minorities shareholders have the right to know what other plans the management have in mind apart from engaging external legal counsels to contest against the fine. 157 million is a very substantial sum of money if the company failed in its bid. Just my own personal 2 sen take on the legal saga

Without prejudice or disrespect to any parties. This HSR - Singapore link with stops at Forest city site is going to be a game changer for the reclaimed island site purposely built by Garden city and Johor State owned entity. HRH Johor will be install as the 17th Agung on 31st January 2024. HRH plays a major part in the re development of Johor

harvest6138. Totally agreed with you. Just focus on YTLP and YTL growth potential. Share what's relevant and co-related news. YTLP and YTL may be the diamond gem all of us are seeking. A famous stock guru once said always stick with your winning horse bet { unless another unpolished diamond comes around} Ignored all those clutter that distract us.

UBS AG have consistently buying & accumulating YTL shares in the open market & off market deals. UBS thru Citigroup Nominees is the registered owner of this shares. As at yesterday announcement UBS indirect interest is app 658,319,165 units. I have a hunch UBS is acting as a front for a sovereign state fund in YTL. Can it be GIC or Temasek Holdings? GIC is known to take a big stake in its investment position. Just off the record GIC after trimming it's stock position in the Citigroup. It's still holds a substantial amount of shares in Citigroup. A wild guess but imagine having GIC as a cornerstone share investor speaks volume of the YTL group. GIC stands for Government of Singapore Investment. In late 2007 after the market slump. GIC plough billions into Citigroup and UBS. Nothing confirmed just a wild guess and endless possibility. Please do your our research before you buy or sell.

Bloomberg news report on YTLP and YTL yesterday very positive. Analysts still calling a buy in the stock citing further upside in 2024. The group overseas assets earnings will brightens their earnings upside & outlook in 2024. The news report was updated on 18 December

Yes. Fund's will definety push up a few sector to window dress and cover up their less performing side. Expect more re balancing and re ratings especially now YTL and YTLP is added on to FTSE - Bursa KLCi and MSCI Malaysia largest 30 capitalisation companies. And in addition YTL recent tie up with Nvidia really put the spotlight on the low profile YTL gtoup

Just to add even our own Malaysia NS Highway control centre used A1 cameras to monitor traffic, floods or soil movement and traffic hot spots. Same goes for the Penang Bridge A1 deployed cameras to control traffic. Think of the huge number of A1 cameras utilised and deploy in China to monitor in and out of the country. A1 chips are the titans of the tech world and all this data need to be process at DC. From a raw data input into turn into a valuable source of output

Very detailed explanation on the techical Nvidia GPUs and YTL A1 cloub data centre power source from dragon328. NVIDIA derives significant percentage of sales from this part of Asia { Singapore region } The H100 A1 chips is the most sought after needed chips in the Silicon valley and in the global tech market. By leveraging on YTLP advanced cloub AI tied up processing capacity. Foreign based users can now leased, utilised or tie up with the YTLP DC.

Yes. YTL have the capacity and financial strength to expand the A1 centre as and when needed. With Nvidia JV driving the venture hub. It can be an exponential growth in their numbers.

Without prejudice just buy and hold on to this growth stock's and wait for their upcoming 2nd Quarter result. Daily price fluctuations is normal what's all important is their potential & growth in their EPS. Re rating will follows

Yes. OTB / Probability / dragon 328/ xiaochen/ ravi and many others. Keep up all the good work and news flow on YTLP /YTL. Just ignored those who keep on harping or writing nonsensical unrelated items. All of us can share our ideas & views in a meaningful manner. Wishing all the readers "a happy & productive new year." A happy 2024

Generally all investment house is favourable & bullish on YTLP prospect and upped their TP for FY 2024. YTLP paid a total of 6 sen in FY 2023 ending June. This is expected to increase to 10 sen for FY 2024. Francis Yeoh at the recent Bloomberg interview mentioned YTL is prudent in managing its cash rich utility company. With a healthy cash pile of 9 billion ringgit. YTL is able to eye and acquire strategic investment{s} holdings. The recent full commissioning of its 45% owned shale oil plant in Jordan in August {Attarat Power facility} will further bolster it's share of associate earnings. Shale oil production ranged between USD 15-25 per barrel vs current crude oil prices at USD 76 - 80 per barrel. please do your research before you buy or sell. Just sharing my personal views

UBS Singapore cater for big institutional, corporate and wealth management. Provide private bankings and access to capital & equities. UBS investment into the group is something they see in YTL

Imran Yusoff { Head of Research MIDF} was asked by BFM radio why our local equities closed the year in negative terriotery vs other regional markets. He cited 1st half of 2023 was a drag on our local market. Subsequently the 3th quarter and present 4th quarter showed a better recovery. Yusoff was quoted we never know we still have 2 more weeks before the year ends. Our equities may end the year on a positive note. The bull may be around the corner

Dompelle. Yes just my personal overall view point view . Not a buy call. If all the above things can materialised then definetly it will be very good year for our Bursa Malaysia. KLSE was non performing for the last 2 years vs our regional peers. Hopefully 2024 will be a great year for equities. Thanks for your feedback

Yes. Ytlp totally agreed hold for longer term

We are not privy what exemption was given to Nvidea for setting up their base in Johor with YTLP. PMX Anwar is very pro active and aggressive in targeting high tech ventures to set up thier bases here. Tesla was given exemption on the 30% Bumiputra ownership prerequisite for thier operations. AP was waived for all Tesla CBU units imported into the country. Elon Musk owned Starlink too was given exemption by KDN on the local equity participation. Pioneer status and investment tax allowance is granted by Miti or MOF to companies in activities or manufactured products for a period of 5 years or 10 years. The offer to Nvidia setting up the AI data centre must be attractive. This tax allowance and attractions are very enticing for many MNC business.

Yesterday price pullback was a healthy correction. Best to look at YTL for it's potential exponential growth in earnings and it's re rating by IB's and funds after YTL inclusion in tge FTSE Bursa KLCi 30 list not forgetting the MSCI top 30 index list for Malaysia. It indirectly opens up investment opportunity for large foreign funds looking for earnings & growth opportunity in the emerging market in this part of SE Asia. The expected US Fed interest rate cut in early part of next year plus the gradual recovery of the ringgit vs the USD will be the one of the few catalysts . Our MYR is at its 28 year low { 4.7 } vs the USD since the last Asian Financial crisis 30 years ago in 1996/1997. Prior to that the Ringgit was traded around 2.5 prior to the speculative currency attack initiated by George Soros that started with the Thai Baht, followed by the Indonesia Rupiah, Korean won, Malaysia ringgit and covert attack on the HK dollars. The ringgit fell from 2.6 to 4.00 before capital control was imposed on the Ringgit at 3.8 vs the USD. Historically at that times Asian economies was weak and vulnerable plus high exposure to USD denominated loans. 28 years much has changed. The much stronger economy and the emergence of China, India, South Korea, Taiwan as world's economic power house has tilted the balance. Look at the bigger picture our economy, equities and currency are now beginning thier long awaited uptrend.

Otb. Yes golden cross is a very bullish signal. Anybody looking at YTL or YTLP technical side. understand it don't happen everyday.

Without prejudice. The data centre initiated by Nvidia & YTLP is not an ordinary processing centre. Based on what's reported at the press confence. The green data centre is run by Nvidia new advanced micro processesd AI chips that enabled that take raw data and transform it into valuable data. That process transformation is like the modern day manufacturing hub. Plus YTLP is using Nvidia Nemo to customise a Malay language foundation model. On a lighter note. Our PM Anwar Ibrahim initial is AI. This news article is reported in the New Straits Times press on 11 Dec 2023.

Without prejudice. The initial HSR link project in 2018 was awarded to YTL - JV Tabung Haji as the delivery partner. SIPP is also partnering YTLP in Johor. The Tabung Haji fund board is under PMO {Prime Minister office} MyHSR Corp is a special purpose Co. incorporated by Malaysia to oversee the construction of the HSR link.

Not many local listed companies on Bursa have the financial cloub, capacities, expertise and building the HSR link between. Johor and Singapore. HRH the Johor Ruler holds the key

Jensen Huang {NVIDIA} born in Taiwan migrated to US when he was 10 years old. Build Nvidia from scratch. His net worth estimated by Forbes app US 42 billion. Left AMD and started Nvidia. Co founder and president of Nvidia.. Named best CEO by Harvard, Fortune business person of the year not to mention Time magazine . An achievement extraordinary for a Chinese migrant to build an American business empire

The inclusion of YTL and YTLP in Bursa KLCi 30 official list on Dec 18 will give added impetus for foreign based IB's and investment funds to buy the YTL group. It only cost >S0. 50 cents for our Singporean investors . The YTL land project called Orchard Boulevard 3 project is {next to the MRT station} an iconic luxurious condo overlooking the popular Orchard road belt is well known. Singapore is rated among the global top 5 richest countries in the world.

Currently all the US biggest brand names relied on Nvidia GPUs to power thier cloub computing services. Household names e. g. Amazon, Microsoft, Google plus Tesla relies on Nvidia for high performance solutions not forgetting the Open AI ingenious Chapgpt uses Nvidia GPUs as part of the underlying infrastructure called accelerated processing. To tie up with Nvidia is certainly an outstanding first for the YTL group

Singapore straits times press :-
December 10 2023
The 17th Yang Di Pertua Agong { Johor Ruler} In an exclusive interview plans to revive the HSR link project with Singapore. His HRH saying that he have ideas to get the project back on track. TThe HSR project was terminated on 1st January 2021 after both countries failed to reach an agreement. His HRH He was quoted saying " I will make it come back on" Full news article reported in the Straits Times press today

Agil. Certainly see your point and cannot fathom why certain people continue to post bad or negative thoughts on YTL. If you owned any shares in YTL group. Certainly you wouldn't be bad mouth or belittle other people on this forum. We are here to make some extra side income based on what we buy or invested rather than let our savings sitting in the FD. Please contribute and shared meaningful news, articles or ideas based on logic and not wild connotations. Everybody enjoyed the break and have blessed weekend

Temasek is in talks with Nividia to set up thier iconic AI site in the island state. Singapore EDA { Economics Development Board} If the collaboration materialised and NIVIDIA finalised the Data centre deal with YTL { at their JB hub} the possibility of Temasek and Nividia holding stakes in YTL data centre hub cannot rule out. Guys this is unconfirmed wait for the final announcement. AI site and Data centre collaboration...... Cheers if all the deals push thru

Without prejudice. Speculations & rumors circulating on the possibility of Nividia { { Jensen Huang } collaboration with YTL { Francis Yeoh} on a data centre deal. Most likely anchor at YTL data centre at JB. YES telecommunications {YTL arm} earlier on already has a cloub gaming partnership with Nividia. If it's true it will be good & positive move for YTL. Please do your own research before you invest.

Without prejudice or disrespect to any parties. Please do your own research before you buy or sell. Plantations companies especially the upstream planter's relies 100% on the CPO price movement. Locally CPO has dropped from $4,000 + per tonne to current price level of below <$3,600. Weakness on the SBO heavily influence the soft oils market. CBT SBO has dropped below their support 50 cents per IB. Currently it's trading a 49.50 cents per IB. Dalian exchange is following the price downtrend. Brent Crude oil has dropped from USD 90+ per barrel to below USD 75 per barrel { despite the Opec production cut}. Commodities comes in circle but the bigger question what happens if Ukraine - Russia conflicts comes to a end or settlement. This may open or may not happen a surge in export of grains and sunflower oil from the Blacksea region {Ukraine and Russia} . Ukraine accounts for 10% of the world wheat market and around 15% of the corn market. US sanctions on Russia exports may ease. CPO is a price taker and heavily track other commodities price movement. Just sharing my 2 sen thoughts

Dragon 328. The article which you have posted is extensive and very through done on the YTL group. Their core businesses is resilience and have growth potential. Nothing more to add on. Very good article { one last point} the Starhill reit has much to offer with their close promixity to the TRX mall { just a stone throw away} from the Imbi side entrance. Hardly 5 minutes walking distance away from the TRX mall. Land lease has done a good mixture on the TRX mall { which will be future growth point for Starhill reits. Starhill owns another plot of lands directly facing and fronting the main road behind the the chapel and the sleeping lion hotel. It will be a star attrations for any tourist coming to KL