I remembered one of the agenda of AGM is to seek approval for the share buy back .. just not sure what is the company plan after the approval , the best is to buy the share and distribute back to shareholder as bonus share , ha...

If company can maintain the EPS more than 10sens , which is possible as the power division is doing well ..why not RM 4 (PE 10x ) ..

YTLP share price should be able to advanced further once their new business plans revealed to public , up to now , they never mention why they invested in Ranhill , and Data Center will become new income stream as well .. the revenue growth path is clear and they should deserve higher PE and share price beyond RM 4 ...

https://www.facebook.com/AttaratPower/?locale=ar_AR

From this APCO facebook link , seems like the Jordon power plant is functioning well ..

lets wait for the QR , going south or north all depends on this .. I am only interested if this company worth to invest and get some profit and move on .. so far , all the data seems quite positive and the next QR shall help us to understand more if the previous 2 QR profit is sustainable or not ..

If the company is doing well and showing good potential then the share price will sure soaring up , the good example is Genetec , in contrary , if the company share price being manipulated based on news , then it will not be able to sustain , the good example is CFM ..

https://www.klsescreener.com/v2/news/view/1235111/foreign-buying-of-malaysian-equities-moderated-to-rm172-4m-last-week-says-midf

foreign fund continue buying YLTP , good sign ..

I just read the Thailand AAX report , still in red (loss 1,694,382,000 Baht )..hope it will not affect AAX ..

YTLP could be one of the most stable company in Bursa for next two years , the next QR result could help to justify it ..the reason is very simple , Singapore have high demand of electricity , most of their retail business have two years contract and they also secured low natural gas contract for next few years ,so they just need to ensure other divisions do not fall into red , we shall see EPS easily 8 to 10 sens per quarter ...

Singapore power consumption in 2022 was 54.9TWh and first half 2023 was 26.5TWh , if the trend remain , the whole year consumption should be similar to 2022 , too bad , I can not find the monthly data from the web , or else , that should help us to understand better before the QR release .. right now , just need to wait patiently ..

YTLP is aggressively expanding their source of income , expect to hear more new business plans soon ..

YTLP PE is low , I guess this is due to the past inconsistent performance , hence, company need to demonstrate the consistent profitability to convince investors their real potential , if they can maintain EPS more than 10sens consistently in next 2 quarters , don't see why the share price can not be more than 4 . I believe worst is over for YTLP , lets the next QR to help us justify this ..

I guess we may need to wait patiently until the QR release , that is key to everything ... just hope what I observed is correct ..

For those who are interested to see the Investor Presentation by YTL Power on 17th April 2023, can google "YTL Power Investor presentation " , I can not post the link (don't know why ) .. . The previous mentioned message is on page 10 .

According to the their investor presentation in Apil 2023, most of their customer in Singapore had signed up the contact in next two years , plus they have relatively low natural gas contract in next two years as well , hence, the current lower rate shall not affect their profit , we shall see the next QR result , that shall help to justify this .. I also would like to know if that is true ..

the next catalyst is the QR , if result is good , then EPS increase , automatically all IB will adjust the TP accordingly , so, just need to wait for another 18 to 20 days ... before that , any new positive corporate news may help to push up the share price , lets see ..

https://finance.yahoo.com/news/sure-check-ytl-power-international-001754747.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAALyK07C4AgqEg_D8IhjA8d6kRks7_u_z9xJUc--SE8X-3F5hgp-pRw_IBIwmm5jHUx6rNIe64lSf56abltAZSjkF1PC-ZeLM4udCuvfI6DQcuZdEKdBkIDvglS-7pkhEzJmaIUHpCisktf3Y33nPsxZ4vg_OaRW-OR6GzFyCkwoL

Happy trading all... hope to see green today ..

ALL IB will adjust the the target price again if the QR result is better than they expected , so , lets see what is coming out in next QR ...

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3397238

Just released this afternoon , Ranhill is another company with good prospect , this will help to boost company growth as well .. wishing to hear more good news soon...

The next QR will help us understand more if this is undervalued or overvalued counter , so , no need to argue , lets the data and facts talk , we shall invest based on performance of company and that need a lot of company business data to judge , so, we have less than one month to judge this and I hope company continue to deliver what they committed and sustain the growth ..

Agree with @Alex , next QR is key , if QR good and company should grab this opportunity to monetize their valuable asset , unlock the intrinsic value to improve company cash flow ..

Yap , recently always has big transactions take place at last 15 mins

Thanks for info , this is about 5% of total shares , not a lot ..

https://www.klsescreener.com/v2/news/view/1225315/singapore-malaysia-to-strengthen-cooperation-on-renewable-energy

Will Singapore buy more electricity from Malaysia ?? if that come true then YTLP shall be benefited as well

who knows the foreign fund holding percentage in YTLP now ?? how to check this info ??

@dragon328 , thanks for the details and valuable info , lets hope things turn to what we "dream " , ha... time for YTLP to shine ...

The important things is whether what he said is correct , if all are valid , then we should see EPS more than 40sens p.a , the fair value of the company shall be RM 4 (if we use 10x as reference) .

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

Found this article today , worth to read , this was published in April , I thin the author may need to re calculate the profit estimation again as the power division alone , the Q4 QR alone already exceed his one year estimation ...

Anyway , he really brought up a good point , now is really a good time for management to get their valuable asset listed in London and Singapore , it will make YTLP become a cash rich company ... hope to hear good news soon ..

YTLP has very good strategies to drive the future growth , hence, the key things is to deliver steady and sound QR in next few quarters , that will help to attract more investors to understand their potential , in fact , I really suggest management to get Singapore and UK asset to be listed and release their real intrinsic value , meanwhile , company can reduce the debts as well ..

Anybody has any insight info on the Digital Bank project ?? not sure what is their progress with Sea on this ...I guess they may launch it together with the Data Center which suppose to be live in early 2024 ..

Sea already have digital bank experience in Singapore , Indonesia and Philippine , so should be no problem to set up one in Malaysia ...

From next coming QR we will know if the profit is sustainable ...

https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2023-10-24-story-h-216904047-Singapore_to_manage_gas_purchases_for_power_sector

Separately, EMA and the Maritime and Port Authority of Singapore will also select a project developer to provide a low or zero-carbon ammonia solution for power generation and bunkering on Jurong Island..

will YTLP get this project ?? hope for the best ...

agree , unless have good news come in , nowadays , Bursa share price all driven by news , the fundamental will be taking place only when QR report release ..

S$ to RM break the 3.5 barrier , sigh .. bad for country but good news for ytlp since their major business is in S$.. expect to see higher margin due to this ..

As long as company continue to doing well and maintain the EPS more than 10sens , I am not so worry , this is one of the undervalue company if management deliver what they committed and market will appreciate it again ,I don't think we need to wait for too long to see this , the earliest shall be in Nov ..

Market sentiment is bad now , hence, have to wait for the next QR .. hope that our judgement is correct , if management can sustain this , then this is one of the few company in Bursa can deliver such a steady income..
Meanwhile , company should seriously consider monetize the Singapore operation since their performance is good , should yield very good return now ..

even the revenue maintain at 4B , the profit is 800mil ,which is close to 10sens EPS already , hence, as long as the other division can be break even , the next QR should be more than 10sens easily .. lets see if management can sustain this and we should be able to see this from next QR report ..

Did some comparison for the FY23 Q1-Q4 , Power generation profit and margin comparison , we can see the company enjoying double digit margin started form Q3 which is revenue generated from Jan - March 2023 ,and that is mainly contributed by lower natural gas cost and higher S$ , which could be sustained for next two years

Revenue Profit Margin
Q1 3463584 289949 8.30%
Q2 3386827 301450 8.90%
Q3 4120129 806372 19.50%
Q4 5246420 1067362 20.30%

The price review plan details can be found in the previous QR report , under B3 , Prospects....

Wait for the next QR , have a feeling this QR should be good if there are no impairment charges .. basically , power division is steady and Water division should be positive plus the Jordan power plant start contributing , my guess the bottom line should be more than 1B which EPS can be around 11 to 13 sens .. hope my judgement is correct .. On top of that , they suppose to submit the new price review plan by this month , all the inflation cost shall be reflected in this new plan , that will help to boost up the bottom line as well ..

If next QR EPS more than 10 sens and continue to issue bonus then the share price should be more than 3

It happened at last few days as well , always have big transactions at last 15mins ...

https://www.spgroup.com.sg/about-us/media-resources/news-and-media-releases/electricity-tariff-revision-for-the-period-from-1-Oct-to-31-Dec-2023

Singapore electricity tariff up in Oct - Dec ...

Another catalyst could be the company monetize the UK and Singapore asset , which I believe this is also part of their plan now ..

https://www.klsescreener.com/v2/news/view/1214811/malaysia-s-solar-energy-industry-needs-to-catch-up-fast-in-order-to-meet-demand-from-data-centres

YTL Data center is position well to meet this green initiatives...

If company can maintain the profitability and EPS more than 10 sen for each Q , then we should see the share price more than RM 3 easily..

Anybody knows what is the status/progress of the new Data Center deal (with Shanghai DCScience) ??

https://9shares.my/%E4%B8%93%E8%AE%BFmn%E6%8E%A7%E8%82%A1%E2%94%80%E6%89%A7%E8%A1%8C%E8%91%A3%E4%BA%8B%E6%9D%9C%E8%8B%B1%E6%9D%B0%EF%BC%9A%E4%BB%8A%E5%B9%B4%E6%9C%89%E4%BF%A1%E5%BF%83%E7%9B%88%E5%88%A9%E6%9B%B4%E4%B8%8A/

Based on this interview , the boss said the profit can be double in next one or two Q ...lets see ..

hope can help to break the one year high .. 0.4 ..