For sharing purpose only.

Please read the link below.
https://klse.i3investor.com/web/blog/detail/OoiTeikBee/2024-03-07-story-h-186629579-YTLPower_Latest_updated_report_and_new_target_price

I do not think that the share price will drop further because the earning will justify the share price.
If the PAT is one billion for FY 2024, the foreign funds will buy this stock.
Likewise all local institutional funds will invest into this stock.

The Sukuk bond issued by Yinson was taken up within 2 hours.
Another bigger Sukuk bond will issue again.
Thank you.

Posted by UncleFollower > 17 minutes ago | Report Abuse
CEO shouted out Ebitda US$1B by 2025
----------------------
I believe this news is true and I have verified it.
So what even the news is true !!
The share price just cannot perform.

Unlike YTLPower, the share price just performed very well before the news is out.
All analysts keep on re-rate the target price and upgrade it higher and higher.

Maybank IB gave the target price at 5.05 one year ago, UOB IB gave the target price > 4.00.
AMI gave the target price around 4.00.
The share price of Yinson cannot even get nearer to all the target prices mentioned above.
The worst part is the share price gets lower low.

Very sad and disappointed.
Thank you.

Post removed.Why?

All predictions by rr88 are wrong all the time. There is not any single time he is right.

Good news here.
When rr88 appears, good chance that the share price of YTLPower will break 4.24 new high very soon.
Good luck to all investors here.
Thank you.

Agreed.
Sad stock to invest.
No stock will move up north if the share price is not supported.
A good CEO will create wealth for all shareholders of Yinson.
A very poor management of Yinson, really disappointed.

If TS Francis Yeoh runs this company, the share price will hit 5.05 as recommended by Maybank IB.
Really sad and this good stock is wasted.

How many stocks listed in KLSE can make one billion PAT a year ?
Ans : Not many.
A real sad story.
Thank you.

The technical chart pattern of YTLPower is a "Cup And Handle" chart pattern.
Please look at the technical chart yourself.
The Cup is formed from 30/1/2024 to 27/2/2024.
The Handle starts to form from 28/2/2024 onwards.
I hope to see the Handle is formed by 15/3/2024 if the share price can break new high at 4.24.
If the share price can break new high above 4.24, there is a good chance that the share price can move up north towards 5.00 and higher on a faster rate .....
My target price for YTLPower is to reach 6.30 before 30/6/2024.
Good luck to all investors here.
Thank you.
------------------------------------
The technical chart pattern of YTLPower was a "Cup And Handle" chart pattern from 31/5/2023 to 25/7/2023.
Please look at the technical chart yourself.

The Cup was formed from 31/5/2023 to 3/7/2023.
The Handle started to form from 4/7/2023 to 25/7/2023.
Once the share price broke out from 1.34 on 25/7/2023, the share price never look back and continue to move up north and break new high at 4.24 on 2/2/2024.

I hope to see history repeats itself.
I also hope to see next "Cup And Handle" chart pattern to bring the share price of YTLPower to new record high.
If the share price can break new high above 4.24, there is a good chance that the share price can move up north towards 5.00 and higher on a faster rate .....
My target price for YTLPower is to reach 6.30 before 30/6/2024.
Good luck to all investors here.

I just interpret the chart pattern according to TA, I talk with facts and figures and back up by the chart pattern.
I do not tell lie in I3, I have my code of ethic to guide me through since 2012.
If anyone can spot any lie I tell, I will donate one thousand ringgit to any charity organisation to clear my sin.
Thank you.

Posted by Apple888 > 32 minutes ago | Report Abuse
Malaysia Nvidia is Ytl Power.
Tmrw going to explode
-------------------
YTLPower will be Malaysia Nvidia if the share price of YTLPower can cross 4.24 convincingly.
In this case, the "Cup And Handle" chart pattern is well formed.
The share price of YTLPower will be at new high.
The share price of YTLPower will skyrocket up the roof to reach 5.00 ... 6.00 and 6.30 ... before 30/6/2024.
Pray hard for it to happen.

Special notes :
This information is for sharing purpose only, it is not a recommendation to buy.
I also shared the same information when I recommended to buy YTLPower at 1.10 in 2023 with good deeds.
The final decision to buy is always yours.
Thank you.

No worries.
Any big drop like today is an opportunity to buy cheap shares.
I believe the EPS will be very strong in 2024.
Good luck.
Thank you.

Post removed.Why?

Overall I still made many millions from KLSE.
A GM did not make money and continue to talk nonsense here.
A profit from Supermx is enough to cover all mistakes.
Likewise YTLPower.

Post removed.Why?

Post removed.Why?

Post removed.Why?

Post removed.Why?

Stop your bullshit.
Nvidia is not like a naysayer here.
Telling lies in Malaysia.

Post removed.Why?

No one promote YTLPower day and night.
We share information when there is a new information surface.
Stop telling lie here.

Post removed.Why?

A GM father only knows to put money in FD and come over here to talk nonsense.
Tell us how much money you make from the stock market ?
Hengyuan is a loss, how much Supermax made in 2020 ?
Stop telling your lies here.

Post removed.Why?

No one is promoting YTLPower in this forum.
We are just sharing all true information in this forum without any lie.
dragon promoted YTLPower when the share price is 0.70.
I promoted YTLPower when the share price is 1.10.
No one is pointing a gun to force anyone here to buy YTLPower.
The final decision to buy is always his.
The "Cup And Handle" chart pattern is a true fact, not a lie here.
Not simply draw 2 lines.
Tell the truth and stop telling lies here.

The "Cup And Handle" chart pattern of YTLPower is there.
Many chartists here can see it clearly.
Only a naysayer cannot see it and bullshit in I3.

The share price of Nvidia went up from USD 3.90 to US 800 in last 12 years.
Many "no so intelligent" investors still buy Nvidia with high hope that the share price will go up to > USD 1,000.

The share price of Supermx went up from 1.80 to 24.50 in less than 4 months in 2020.

There is no high in the stock market.

Talk no point, when the share price is weak, naysayer will come out.
I hope he will short YTLPower kaw kaw.
I hope Nvidia will not be like a naysayer here.
Only talk no action.
If Nvidia behaves in this manner, Nvidia will not be a USD800 (share price) company.

So good, please short YTLPower to make a huge gain.
The share price of YTLPower went up > 400%, a very good trader should short YTLPower aggressively to make a fortune.
Should take up 15 million from FD to short YTLPower to make a huge gain.

Posted by cktay > 7 minutes ago | Report Abuse

To OTB,
Can you comment on what is happening on Bursa.
Massive sudden foreign sell of -161m, -199m, and -318m the past three sessions
----------------------------------
Yes, it is true that foreign funds are net sellings in the past few days.
It is very difficult to know their intentions and reasons to net sell.
I am not keen on other stocks, I am only interested in YTLPower.
If the share price is low enough, I will buy and hold this stock.
Thank you.

Posted by cgtan2020 > 4 days ago | Report Abuse

@gohkimhock Business in China is not so easy, Q4FY2023 there is a impairment of RM11M for China operation, without this impairment profit will be at RM46Million. I would prefer selling more LCO2 to SG and other country.
-------------------------
I agreed with the above statement.
Wait to see the PAT in Q1 2024, then we should know the projected EPS for 2024.
To me, PAT in any quarter of 2024 should > 30 million.
Thank you.

FPSO MQ and Atlanta will struck oil in the mid of 2024.
I believe the loan will be reduced once the FPSO struck oil.
It is a matter of a few months only.
Please note that stock market is 6 months ahead of economy.
Hence the share price should perform after Q4 2024 (January 2024) result is out in March 2024.
Very disappointed on this stock.
Thank you.

The technical chart pattern of YTLPower is a "Cup And Handle" chart pattern.
Please look at the technical chart yourself.
The Cup is formed from 30/1/2024 to 27/2/2024.
The Handle starts to form from 28/2/2024 onwards.
I hope to see the Handle is formed by 15/3/2024 if the share price can break new high at 4.24.
If the share price can break new high above 4.24, there is a good chance that the share price can move up north towards 5.00 and higher on a faster rate .....
My target price for YTLPower is to reach 6.30 before 30/6/2024.
Good luck to all investors here.
Thank you.

Posted by 8dragon > 13 minutes ago | Report Abuse
The reality is YINSON share price will not be able to reach 2.80 for the first half of this Year....
--------------------------
All analysts in town have very high target prices for Yinson as follows :-
1. Maybank - 5.05.
2. AMI - 4.00.
3. UOB - 3.75.
4. Kenanga - 3.39.
5. CIMB - 3.18.
6. RHB - 3.06.

The analyst from Maybank said PAT= 916 million in FY 2024 and PAT > 1 billion in FY 2025.

I believe PAT > 1.0 billion in FY 2024.
Hence the share price of Yinson should be around 4.00 to 5.00 in 2024.
Will it happen ?
You can see the PAT for FY 2024 (January) in March 2024.
Can you see the share price ranging from 4.00 to 5.00 ?
I do not know, hope for a very big surprise.
Good luck to all shareholders of Yinson.
Please pray hard.
Thank you.

A CEO able to create huge profit for Yinson is not good enough as per my assessment.
A very good CEO must also be able to create a huge wealth for all shareholders of Yinson like what TS Francis Yeoh has done for YTLPower as a benchmark.
I cannot see the CEO of Yinson is very good and capable like TS Francis Yeoh of YTLPower.
I hope he will turn the table against my assessment on him.
Good luck to all Yinson shareholders.
Thank you.

Klee
Please get Jerichomy to share his knowledge on the future earning of YTLPower.
Jerichomy claimed that he is very good in share investment.
Others are all scammers.
Thank you.

Klee,
The prospect of YTLPower is too good, I just do not want to talk further on Brabazon property project.
If I add the earning of this project inside, the share price will be >10.00 in FY 2026.
I believe the present earnings without Nvidia's supercomputer, the target price is very high.

Let me summarise it again.
Without Nvidia's supercomputer, the target price is 6.30 at a PER=15.
Time frame = now until 30/6/2024.

With Nvidia's supercomputer (4.3 billion investment), the target price is 6.87 at a PER=15.
Time frame = 1/7/2024 until 30/6/2025.

Assumption 1.
With Nvidia's supercomputer (20 billion investment), the target price is 9.30 at a PER=15.
Time frame = 1/7/2025 until 30/6/2026.

Assumption 2.
With Nvidia's supercomputer (20 billion investment), the target price is 11.16 at a PER=18.
Time frame = 1/7/2025 until 30/6/2026.

I will still sailang on this stock.
Thank you.

Below is my sharing on the EPS of YTLPower.
It is not a recommendation to buy. Please note.

Projected FY 2024 result
PAT = 3.426 billion
NOSI = 8.158 billionEPS = 0.42
The average PER of FBMKLCI component stock is 15
If PER = 15, Target price = 6.30

Note :
I did not project or include any profit from AI data centers from Nvidia in FY 2024 result.

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)
I assume Nvidia will utilise a capex of RM 4.30 billion only in FY 2025 (after June 2024)
Capex = RM 4.30 billion
Revenue = RM 860 million (20% of Capex)
EBITDA margin 50% = RM 430 million
PAT = 310 million (Assuming 28% tax)
Additional EPS = 0.038 in FY 2025
I believe EPS for FY 2025 is 0.458
If PER = 15, Target price = 6.87 in FY 2025.

FY 2026
If Nvidia utilises a capex of RM 20 billion in FY 2026 (after June 2025)
Capex = RM 20 billion
Revenue = RM 4.0 billion (20% of Capex)
EBITDA margin 50% = RM 2.0 billion
PAT = 1.400 billion (Assuming 28% tax)
Additional EPS = 0.196 in FY 2026
I believe EPS for FY 2026 is 0.62
If PER = 15, Target price = 9.30 in FY 2026.

Nvidia
Data centre contributed USD 18.4 billion revenue to Nvidia
USD 18.4 bil = RM 88 billion (1 USD = 4.78 RM)
If YTLPower just get 1 plus % of this revenue, it will be adding RM1 billion to its revenue

Note :
FY 2024 ends on 30/6/2024, if the target price is based on PER=15, the target price is at least 6.30 before 30/6/2024.
If Nvidia and YTLPower partner for the USD 4.3 billion "AI data storage centers" project starts in FY 2025 (July 2024), the EPS for FY 2025 will be at least 0.458.
Based on PER=15, the target price = 6.87 in 2024/5 after July 2024 till June 2025.
According to one of the IBs, the PER should be equal to 18 if the "AI data storage centers" project starts in July 2024.
If PER=18, the target price of YTLPower should be 8.24 after July 2024 till June 2025.
Based on the present price of YTLPower at 3.92, the potential gain is 110% if you buy and hold YTLPower shares from now until June 2025.
I am really excited about this news. If it is a true fact, we should buy and hold YTLPower until June 2025.
I do not want to be too bullish on this share, I still prefer to use the target price at 6.87 using the PER=15.
Special note :
1.) The above article is based on my research, it is for sharing purposes only.
2.) I also shared my research on YTLPower when the share price was around 1.10. I shared it with good deeds.
3.) It is not a recommendation to buy, the final decision to buy is always yours.
Good luck.
Thank you.

Affin Hwang Investment Bank gives a new target price of 3.25, upgrade from the previous target price of 2.40.
To me it is a good news here.
Hope that the share price should move up north to reflect this upgrade.

Projected PAT and Growth by Affin Hwang IB.
FY 2024 = 116.8 million. Growth = 13.7%.
FY 2025 = 137.6 million. Growth = 17.8%.
FY 2026 = 161.0 million. Growth = 17.0%.
Thank you.
-----------------------------
Find a very good fundamental stock to buy and hold for a big profit is really a very difficult task to achieve.
Hope KGB and YTLPower do not disappoint us.
Thank you.
------------------------
If you think KGB is truly a good fundamental stock, hold tight until the target price is reached.
It is always very difficult to find a strong growth stock.

YTLPower is another good example, my target price at 4.20 initially is already achieved.
Many readers are laughing at me initially, they believed my target price now.
Looking at new events happen to YTLPower especially on the partnership with Nvidia, I revised the target price to 6.30.
Likewise, many readers will still laugh at me, let us wait and see at the end of 2024/5.

The best strategy to win big in KLSE is to buy and hold. There is no shortcut.
Thank you.

Find a very good fundamental stock to buy and hold for a big profit is really a very difficult task to achieve.
Hope KGB and YTLPower do not disappoint us.
Thank you.

YTLPower is the only good performer in last one month.
KGB is also performing very well.
Other stocks just cannot perform.
Sad.
Thank you.

Hush77,
Yes. I remember the old story.
I bought WTK (Old name Samanda) around 2.00 and sold at 18.00 when Joseph Chong is pushing this stock.
Thank you.

Jtiasa is the darling stock of foreign funds 30 years ago.
It was a blue chip and the share price is > 10.00.
I cannot understand the reason the share price is so cheap now.
Likewise, WTK.

Thank you.

PETALING JAYA, Feb 27 — The local equity market is in a sweet spot for a prolonged bull market, on the back of improved external development, the expected rebound in China’s economy, coupled with cheap stocks and ringgit valuations, said Capital Dynamics Asset Management Sdn Bhd managing director Tan Teng Boo.

He expects the benchmark FTSE Bursa Malaysia KLCI (FBM KLCI) to, at least, double its current level to hit between 2,500 and 3,000 over the next three to five years.

Thank you.

The highest point of Jakarta Composite index (JKSE) was at 743 in 1993, the present JKSE is at 7,323 on 18/2/2024, an increase of 6,580 points or 886% in the last 30 years.
Indonesian investors are super rich.

The highest point of FBMKLCI was at 1,332 in 1994, the present FBMKLCI is closed at 1,534 on 16/2/2024, an increase of 202 points or 15.3% in the last 30 years.
Malaysian investors are very poor.

Very sad for Malaysian investors.

KLSE stock market is far ... far ... worse than other stock markets in the last 30 years.

Even the FBMKLCI Index moves up north to 2,000 points, it is still nothing to compare against other best performing stock markets.
KLSE is still a laggard stock market in SEA.
Thank you.

Posted by Plantermen > 30 minutes ago | Report Abuse

Just my own calculated guess. The inclusion of YTL and YTLP in the MSCI Malaysia index is indeed positive for YTL group. Looking at the utilities sector YTL is indeed a attractive option and undemanding vs it's peer. YTL is trading at 14 times {PE} vs TNB at 23 times {PE} or PChem at 33 times {PE}. Using others as a comparison e.g. Sunway group at 21 times {PE} or IJM at 24 times {PE}, whether in the utilities, energy, construction or multi congolemerate. YTL in terms of growth opportunities or earnings upkeep definetly is a buy. Tomorrow being a Friday will be very interesting trading day. Not a buy call just sharing my 2 sen
------------------------------
I still believe the target price of YTLPower is 6.30 based on a PER=15 in 2024.
Any weakness, it is a buying opportunity.
My 2 cents comment.
Thank you.

Dear Tan KW,

Initially ahchan's portfolio showed 16% only.
I did verify a few times, hence I get back to you.
Ok, it is correct now.
Thank you.

Post removed.Why?

Affin Hwang Investment Bank gives a new target price of 3.25, upgrade from the previous target price of 2.40.
To me it is a good news here.
Hope that the share price should move up north to reflect this upgrade.

Projected PAT and Growth by Affin Hwang IB.
FY 2024 = 116.8 million. Growth = 13.7%.
FY 2025 = 137.6 million. Growth = 17.8%.
FY 2026 = 161.0 million. Growth = 17.0%.
Thank you.

To me, I am very particular on PER.
I will not take such high PER = 30 or 40.
Technology Index is bullish now, however, the earnings of semiconductor stocks have not catch up yet.
The fundamentals are not ready yet except KGB.

Assume PAT for FY 2024 is 120 million.
NOSI = 652 million
EPS = 0.184
The target price set by Kenanga is 3.28.
PER = 17.83 is reasonable.
Thank you.

I do not want to waste my time.
Wait for the share prices of KGB and KGB-WB to hit my target prices.
Good luck to all investors here.
Thank you.

Wrong is wrong.
Another wrong cannot make it right.
There are many accountants in this forum, no one said the accounting of KGB is bad.
The plantation promoter is having an attitude problem and mental block, please see a doctor instead of saying wrong thing again in this forum.
Sad to read all nonsense arguments.
Please leave us in peace, we want to make more money.
Thank you.

PAT = 100 million in FY 2023. This target PAT is achieved today.

I believe the PAT will increase from 100 million in FY 2023 to 120 million in FY 2024.
There is a growth of 20% in PAT for FY 2024.

PAT will increase to 120 million for FY 2024 due to the following reasons :-

1.) The current outstanding order book = 1.5 billion.
2.) Higher margin of Ultra-high purity (UHP) gas system makes up 68% of its current outstanding order book of 1.5 billion compared against 59% as reported in Q3 2023. There is an increase of 9% margin in FY 2024.
3.) Its LCO2 Plant 2 with a capacity of 70k tonnes/year or 1.4x of Plant 1, has been completed and commissioned in FY 2024.
4.) The semiconductor industry will grow 12% in 2024 and 24% in 2025 respectively. KGB will benefit a lot from these high growth periods to increase the earnings of KGB.

Let us wait and see is it possible to increase the PAT from 100 to 120 million in FY 2024 ?
Thank you.