Post removed.Why?

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

Feb 26, 2024 11:21 AM | Report Abuse

Say YTLP is at 4.10 right now.

What is the probability you make 10% for it to be at 4.50?

What is the probability you lose 10% if it come down to 3.79?

You may just forget about the brokerage and stamp duty for each transaction.





YTLP was at 4.10 at that moment.

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

Feb 12, 2024 5:07 PM | Report Abuse

Rumours from Singapore YTLP may not get enough power for the intended Data Centre from TNB. How will it affect the Nvidia venture with YTLP?

YTLP is an independent power producer (IPP) supplying power to National Grid. Will YTLP required to produce sufficient electricity to run this Data Centre? How YTLP going to build new power plant? Is special licence required and how long does it take for the power plant to be operational? Can it be ready by the time physical Data Centre facility already completed? More important is Nvidia willing to take the risk?

Also rumours saying Nvidia may be interested to take up 100 acres industrial land offered by Crescendo. Why TNB not willing to supply power to YTLP/Nvidia venture, but considering Crescendo/Nvidia venture? Does it has anything to do with previous interview Francis Yeoh gave years back?

What do you have to do now? Play safe, sell YTLP and wait for everything settled? Or hold on to YTLP share and doing nothing? I am more incline to lock in profit first. Let those with risk appetite to make more profit. I always believe a bird in hand worth more than 2 bird in the bush. Good luck!




YTLP was at 4.06 at that time.

What goes up must come down. Once upward momentum is no more, logically it must come down.
强弩之末，势不能穿鲁缟

Have you read latest QR?
YNH 1QR is really a joke! No substance inside.......

Simply draw 2 lines, it will form a cup.
Next draw 2 lines, it becomes a handle.
All are up to you to imagine.
You see clouds in the sky? It is a dragon, it is an elephant. Up to you to imagine.
What goes up must come down. Once upward momentum is no more, it will come down.
强弩之末，势不能穿鲁缟

"Johor Menteri Besar Datuk Onn Hafiz Ghazi said GDS Holdings which is a leading data centre operator has invested RM14.33 billion in Johor with the opening of two data centres in Nusajaya Tech Park and Kempas Tech Park."

Has invested - not will invest. In fact STT GDS is buying another piece of land in NCIP to set up hyperscale DC, meanwhile Microsft already has one hyperscale DC in Sedenak High Tech Park, and already paid for another hypersacle DC in NCIP.

Hyperscale DC is getting more and more crowded with stiff competition. No news from Nvidia as how is it going to 'collaborate' with YTLP. Is it just selling its Nividia AI chips? Is it just selling its software? Or is it going to get clients through its networking?


https://www.thestar.com.my/business/business-news/2024/03/04/china-bas...

"Johor Menteri Besar Datuk Onn Hafiz Ghazi said GDS Holdings which is a leading data centre operator has invested RM14.33 billion in Johor with the opening of two data centres in Nusajaya Tech Park and Kempas Tech Park."

Has invested - not will invest. In fact STT GDS is buying another piece of land in NCIP to set up hyperscale DC, meanwhile Microsft already has one hyperscale DC in Sedenak High Tech Park, and already paid for another hypersacle DC in NCIP.

Hyperscale DC is getting more and more crowded with stiff competition. No news from Nvidia as how is it going to 'collaborate' with YTLP. Is it just selling its Nividia AI chips? Is it just selling its software? Or is it going to get clients through its networking?


https://www.thestar.com.my/business/business-news/2024/03/04/china-based-gds-holdings-set-to-expand-business-in-johor

If MIECC can worth rm 550 million, then CHHB must worth rm 100 billion....

MIECC worth rm 550 million? Who gave that sort of valuation? Must be the most unprofessional valuer in Malaysia !

Why Singapore need to spend so much defense budget? To wage war against Malaysia? Indonesia? Philippines? Or to respond to US order if there is any military conflict in SCS?

Return of the Kampong Champion. Need not be a World Champion, Kampong Champion also is good enough.

Expecting Kampong Champion to inch towards 1.50 by end of the year.......

YNH 1QR is really a joke! No substance inside.......

Crescendo - Profit jumps 270% in third quarter. Launching a further RM500 million land for sale after clinching RM543 million sales in just 10 days. Best deal for 2024?

Jan 21, 2024 5:26 PM | Report Abuse

Intrinsic value per share for Crescendo is not less than 9 ringgit, taking into consideration quality and credibility of its Directors, steady earning potential for next few years, healthy financial status and strong cash flow, very solid background of its major shareholders (no pledged securities/ nominee holders), recently land disposal, intended further land disposal, development lands were purchased more than 20 years and the location of these land bank.

Looking forward to rm 6 in near future.
22/01/2024 12:17 PM

A share is valuable only if it is willing to share its profit with minority shareholders. Care to check how much is the directors' fees?

Singapore is not so friendly with China. Best to stop invest in the city State. US can seize Russia asset worldwide including Singapore. likewise it can seize China assets in Singapore when Taiwan Strait and SCS become more tense. Safer to invest in Pengerang.

Sad to say, many punter in the market not even a high school graduate.

That is the simplest form of Theory of Probability taught in High School. You need not be a graduate to understand that.

50% chance to make against 50% chance you will lose, might as well you go to Genting to bet on Tai Sai.

Please don't over promote any stock. Some newbies will take promoters' opinion as gospel truth without ability to think for themselves. When you are not certain you have higher chance to make money, don't punt!

What is the moral of the story?

Best is Jaks. With all sorts of expert calculation on potential gains, Jaks put up private placements year after year.

Similarly HYR promoters gave all the expert opinion on crack spread, giving TP at rm 30, HYR made losses year in year out.

When everyone is promoting, just like Sapura Energy years back, more than 35 IBs were promoting day and night, then Sapura Energy went upside down.

Where is Cold Storage Malaysia now? Where is XingGuan now?

XingGuan with 'hard cash' in the bank and audited by cousin of a promoter, that cash also gone overnight.

Cold Storage Malaysia was a darling of the yesteryears, with cash in excess of 240 million. Over night all the cash gone.

Not what I like to see how people suffer severe losses, like HYR, Topglov, Jaks or Ever Since Die when the promoters left after they have pocketed ill gotten gains.

Recent price shot up is nothing more than Nvidia factor. Nvidia price up to $800 or $1000 has nothing to do with YTLP as it is now. More questions need to clarify just like YNH before its price crashed.

If really it is so wonderful, it cannot be at 70 sen even as late as March 2023.

Many promoters like to say YTLP is unstoppable when the price is up. What happen when the price is down? They never study Theory of Probability in their Sixth Form Pure Maths before.

Post removed.Why?

Pakai tembak !

Post removed.Why?

Total dividend 18 sen.

APM declared 11 sen 2nd interim dividend.

APM is about to release its 4th QR. Expecting to be super good due to record car sales for 2023......

https://www.google.com.my/maps/@3.0449175,101.6782321,666m/data=!3m1!1e3?entry=ttu

https://mranti.my/mranti-park/masterplan

Bridge Data Centres (BDC), a leading data centre solutions provider in Asia Pacific, today announced it will expand its hyperscale data centre campus, named MY03, located at MRANTI Park, Kuala Lumpur. This expansion provides an additional 48 MW of IT power to hyperscalers and enterprises in Malaysia and Asia Pacific. 26 Jun 2023

When YTLP price is down, naysayers are out to talk cxrk?

YTLP is now at its peak, now down. Suppose to be on the way to the moon.

You believe it will move further to 4.50? Then you should buy more.
Buy more make more. Put money take money.

Promoters come in with no facts.
Promoters come in with no figures.

Where is your fact?
Where is your figure?

Don't quote from BBC.
Don't quote from Reuters.
These are hearsay.

Facts are from Bursa Announcement.
Facts are from Company Annual Report (or QR).

Facts are not generated form dream.

To better understand what is facts, go to Evidence Act 1950.

Say YTLP is at 4.10 right now.

What is the probability you make 10% for it to be at 4.50?

What is the probability you lose 10% if it come down to 3.79?

You may just forget about the brokerage and stamp duty for each transaction.

Now every major players already eyeing Data Service business under Malaysia Digital Economy initiative. Microsoft is coming in a big way, STT GDS is setting up more than 3 superscales Data Centres in Cyber Jaya and JB, GDS set footing in Nusajaya Tech Park, and altogether 22 service providers right now for Malaysian market. Fierce competitions just like glove manufacturers during and post covid period.

Market Facts
The Malaysia Data Center Market Has 47 data centers, operated by 22 providers.
The largest data center in Malaysia is Bridge Data Centres Cyberjaya MY01 with 26 megawatts and 157,500 SqFt.
There are currently 9 data centers under construction in Malaysia.

5. How much will the project cost? Bursa Announcement is the only 'legal' and OFFICIAL source of information, NOT Reuters or BBC.
You know this answer clearly. RM 20B, as reported in the news article dated 9/12/2023.

Not anywhere in its official capacity.

Seems that many like to promote YTLP trying to cling to Nvidia success. Why not promote YTLP based on its own merit ? YTLP is a good company, no doubt about it. It was at 70 sen before.

Seems that YTLP is not willing to share any information formally. Why no announcement to Bursa until today, and no mention about Nvidia in latest QR ? Black Box operation?

Microsoft investing in Malaysia (JB) is real. Its first Data Centre in Sedenak already up and operational. Its second Data centre in NCIP land acquisition already completed on 21 Feb 2024, 3 months after signing S&P. That is the real and tangible investment, not mere words. Talk less, more action.

https://www.bursamalaysia.com/market_information/announcements/company_announcement

ONLY TRUST OFFICIAL SOURCE OF INFORMATION

xiaochen 这一季的季报，重塑了投行们对新加坡业务的预测。大部分投行都推迟了新加坡业务盈利正常化的时间。投行也终于比较正视管理层（2023年）曾经预告过，未来两、三年，新加坡的业务的赚幅的可以维持的。当时管理层也同时预告了FY24及FY25，YTL（注意，不是YTLP）将拨出10亿来充当股息，相等于每股9.5仙。这预告同时也间接证实新加坡业务的贡献是稳定的。

至于两三年之后的情况如何呢？是不是盈利就会”正常化”呢？
这就要用实力来说话了。在高度竞争的环境，蛋糕总是有的，有实力的，总会分到比较大片的份额以及盈利。
从这一季的季报来看，新加坡的管理层的实力可以算是顶级的了，既然能在气温全年最低的的情况下，依旧可以维持美好的盈利，这并不简单。当然，疲弱的马币，间接助攻了。
加上，能源供应紧张，已经是好多国家都面对的问题，新加坡也不例外。所以，不错的盈利，在两三年之后，依旧可期。

这一季的季报，对AI DC只字不提，真是神秘。
若说DC的耗电巨兽，那么AI DC就是耗电超级巨兽。难怪新加坡政府限制了DC的建设。
古来的AI DC可以说是占尽天时地利人和，值得期待。


Since the announcement on 12 Dec 2023, nothing came out from YTLP on this issue.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3407239

1. Is there any MOU signed with Nvidia?
2. Press release is not a legal document. Cannot compare with even MOU, Letter of Intent and mere words.
3. No mention about the investment in latest QR report on 22 Feb 2024 after more than 2 months and 14 days.
4. How is Nvidia involved in the project? Merely supplying the AI Chips and software? Not contributing any capital?
5. How much will the project cost? Bursa Announcement is the only 'legal' and OFFICIAL source of information, NOT Reuters or BBC.