Nvidia dropped by about 11% last 3 trading days as at yesterday, with forward PE around 45, current PE is around 68. Currently Nvidia rebounded 2.5% pre-mkt...

YTLP also drops around 8% last 3 trading days(as at today) with PE around 11.

YTLP is better bet than Nvidia as it not only has AI data centre and related collaboration with Nvidia, its power business is printing money every day giving profit of RM 1b per year. Current PE of 11 is from power business. YTLP have yet to include revenue from 500MT data centre which will mostly be A1 related. I have some Nvidia and SMCI...

another round of flushing...
AT PE of 11, current price still attractive for YTLP

the latest issue of theEdge Weekly quoting an analyst report that Yinson is using creative accounting... It is a red flag, be-careful in this high debt company. There might a reason why the share price of this O&G company not performing...

another data centre theme stock coming up
PE is less than 10... safe to bet

look like goreng stock to me... be careful.

recent developments, creditors/investors accepted settlement thru co shares and partial financing of project equipment indicate that high change they can secure financial close...
I bet small...

look like correct over soon
YTLP used to track Nvidia which is all time high, now world biggest co by mkt cap
just like KPS/Frontken track TSMC...

China is very cunning, surely that want high return and deal maybe go thru unless Msia give attractive term like Bossku. Plus, china domestic economy is poor n having trade war with USA. Personally i do not put high hope on China.

Nvidia passes Microsoft in market cap to become most valuable public company

https://www.cnbc.com/2024/06/18/nvidia-passes-microsoft-in-market-cap-is-most-valuable-public-company.html

ytlp hit all time high again...
ytl mother very quiet lately...

i think investors starting to reliase this stock is undervalued.

inari is a must own stock for fund managers and biggest weight in tech index.
tech funds must own inari if their funds were to beat the benchmark tech index and inari should do well...

fund managers must own tenanga , and YTL+YTLP if they were to beat the mkt. Tenaga is No.2 stock in KLSE in term of mkt cap. YTL+YTLP have a combined mkt cap of close to Tenaga. These 3 utilities stocks are top performers. If KLSE bull trend is to continue, these 3 stocks will continue to do well...

Inari is a good proxy to Broadcom and Apple...
At mkt cap of RM 14.5b, inari ranks about 30th in bursa and if up more, have the potential to be included in KLCI like Sunway in next review...

after this goreng, friendly PP investors can sell and take profit, waiting for next PP to buy at lower price...Jaks is good at printing shares...

Ang is one of the most skillful in managing stock prices, PP and RI in the bursa. His skill is world class. Even uncle KYY is small kid to him and got swallowed millions of ringgit. It will be good if he can use this skill to run and improve his company profit and financial.

*******************
Do the math:
Will Jaks going to face cash flow problems?
Where Jaks going to get finance to participate in any new project?
Are more PP or RI coming?

Previous investors all kena con to buy at 80 sen, 70sen, 60 sen etc with many good articles to paint how good is power plant etc. many cut to cut loss starting 30 sen....till perhaps 15 sen.

Operators collect stocks again perhaps in the range of 12sen-25sen..

Now pump again...

all time high today, with new plant operational coming quarter.

- Beautiful stock which is poised to benefit from the construction and data center boom with its bread- and-butter cable support systems
- undervalued and undemanding PE of 9.5, Div yield = 4.6 , ROE = 12%

- Beautiful stock which is poised to benefit from the construction and data center boom with its bread- and-butter cable support systems
- undervalued and undemanding PE of 9.5, Div yield = 4.6 , ROE = 12%

https://klse.i3investor.com/web/blog/detail/kenangaresearch/2024-05-28-story-h-160713357-United_U_Li_Corporation_Rising_Top_Line_on_Contained_Cost

Ang needs to goreng stock for future PP...The only skill he has...or to hire unscrupulous writter to promote Jaks like last time

yes not reflect yet. current price is undervalued as mkt does not like subsidy and other argument surrounding water by politicians. Household consumption is less than 40%. Other sectors still subject to increase esp industry sectors.

household usage should be less than 40%, the rest is industrial and agriculture sector.
Oversold but this stock is lousy...

ranhill is doing much better than PBA...

Nvidia overtakes Apple as No. 2 most valuable company in term of mkt cap...

the biggest problem faced by data centre around the world is water supply. YTLP holds the trump card, ie Ranhill. Ranhill can increase the rate for data centre and impose some limit of supply to other data centre as well...

Wow YTLP...same as Wow Nvidia. Yesterday Nvidia hit another historical high.
As i said earlier, YTLP is now power and data centre and AI play...

https://www.jpmorganchase.com/news-stories/tech-investment-could-disrupt-banking

JP Morgan is investing US$12b in Tech Investment, mainly goes to machine learning and AI to Disrupt Banking,

In coming months, can expect to see more good news from YTLP AI DC...
Not only tech companies need AI DC, banks, financial institutions, factories etc all need AI DC to enhance efficiency and reduce costs...

look like big funds flush out some short term traders today...while a lot of selling today, buying is strong too with overall buy rate of 52%
If next week rebound strongly, then the above statement is right.
Let see...

small fluctuations in profit for power company is commonlah. YTLP is bet for data centre besides money printing power assets in singapore, jordan and Indonesia.

YTLP is now a growth stock and it is good they keep cash for expansion and reduce borrowing which will bring down interest expense.

financing will never be problem as EPF and Khazanah are cash rich and state owned...

likely the deal RM 11 can go thru as MOT denied selling stakes. They privatized to restructure...

https://theedgemalaysia.com/node/712010

why waste time in jaks? there are so many good companies with good mgt to invest. If you switch Jaks to say YTLP half year ago, you make back 3 times...Never invest in company where mgt is lousy and cannot deliver...

Thank you dragon328. I think every investor of YTL and YTLP is laughing to the banks. So far this is the best bet in my portfolio last year and this year.

Opportunity to profit as offer price of RM 11.
Risk : cancellation due to PN protest. They are better remained in Kelantan and Terengganu. But how come they don't protest facebook etc as they are owned by Jews...

supermax is laggard among other gloves

PPHB is a good bet...

This year international super theme is AI. AI needs a lot of power. TNB and YTLP at historical high.
This stock should do well. Buy before too late as current price is still low...

Dear dragon328,
Kindly pm me a copy of Macquarie report.
Thank you.

Now YTLP just needs to focus on its agreed 100MW AI Nvidia Data Centre and 72MW Data centre. The balance can be planed for future(next 5-10 years) to ensure its data centre to be the most advanced AI data centre in future. AI development is very fast currently and YTLP is in no hurry to secure more for now. The more powerful AI computer, the more $$ it can make.

Can they switch to Gas Power Plant (covertable to Hydrogen) from Coal?

Tenaga hitting all time high like YTLP
Fund managers cannot ignore YTLP and YTL and should see more fund managers to have YTLP and YTL in their portpolio if they are to benchmark their performance against KLCI...

Let's see any good news tonite.
Microsoft becomes world most valuable company with mkt cap going to exceed USD3 trillion soon due to leading AI and data centre.

Microsoft CEO Satya Nadella's visit to Malaysia scheduled on May 2
KUALA LUMPUR: Microsoft executive chairman and chief executive officer (CEO) Satya Nadella is scheduled to be in Malaysia on May 2 for the Microsoft event as part of his Southeast Asian tour.

Satya is also scheduled to visit Jakarta on April 30 and Bangkok (May 1) during the tour, during which he is slated to attend a Microsoft Build: AI Day event.

His stop in Malaysia was originally scheduled for March 20, 2024 during his earlier planned trip to a few countries in this region but has been rescheduled due to unforeseen circumstances.

Microsoft Build: AI Day Tour is a free, one-day event that helps developers discover new opportunities with artificial intelligence (AI) and advance their knowledge and skills to deliver more value faster with AI and Microsoft Azure.

According to Microsoft, the technical nature of the content at the event would be ideally suited for passionate software engineers, architects, technology leads, data scientists, developers, and cutting-edge technologists. - Bernama

Happenings in the world of AI...

https://www.reuters.com/technology/alphabet-microsoft-shares-jump-investors-cheer-ai-investment-2024-04-26/

all time high again. Hope not many are affected by fear-mongers like Ular and others.
Investors are laughing to the banks...

current PE is only 11.1 @ RM 4.63
Look like foreign funds buy up to PE 15....

today PBA also up, another stock Dragon328 like.
water stock also benefit from Data Centre, besides rate increase.
This year is dragon year...