OTB

tbooi1168 | Joined since 2011-05-02

Investing Experience Advanced
Risk Profile Low

Attended numerous technical charting courses in town. Currently, still work as a Remisier (> 23 Years experience) in Malaysia. Competed in 2015 stock pick competition, made 129% gain in 12 months. I was the champion of 2015 stock pick competition in I3investor.com.

Followers

290

Following

1

Blog Posts

18

Threads

11,562

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
11,562
Past 30 days
42
Past 7 days
36
Today
2

User Comments
Stock

2023-11-29 11:23 | Report Abuse

Thank you cgtan2020.

Stock

2023-11-29 11:10 | Report Abuse

Target price of YTLPower set by Investment Banks.
Yahoo Finance = 4.69
HLB = 3.90
MIDF = 2.99
Kenanga = 2.82
RHB = 2.72
AMI & Affin = 2.70
TA = 2.60

Analyst report from Yahoo Finance
Please read the link below.
https://finance.yahoo.com/news/opportunity-ytl-power-international-berhads-022543455.html

Analyst report from HLB
FY2024f - PAT = 3.194 billion
FY2025f - PAT = 3.653 billion
FY2026f - PAT = 3.746 billion
Note :
Looking at the projections for FY2024 to FY2026, I believe HLI's report is more accurate than other IBs in Malaysia.
Thank you.

Stock

2023-11-29 11:02 | Report Abuse

No point to bad mouth other stock which you do not like.
If you do not like this stock, do not invest in this stock.
No point to cause harm to other investors in this forum.
Please be a gentleman in this forum.
Please also do not take a revenue in this forum.
There is no right or wrong in the stock market.
Invest yourself with ease and please do not attack other stock.
Thank you.

Stock

2023-11-29 09:59 | Report Abuse

Our KLSE has not performing well over the last 30 years.
I still remembered FBMKLCI was at a record high at 1,332 in January 1994, the FBMKLCI increased only 100 points until 2023.

JSX or Indonesian stock market has increased 650% in the last 30 years.
Really very disappointed with KLSE, the worst stock market in the world.

There are many stocks are undervalued in KLSE, YTLPower is one of them.
If YTLPower is traded in NYSE, the fair share price now is 4.00.

I do not give up hope so easily, patient to wait, as long as next few quarter results are good, looking forward to see the share price of YTLPower moving up north to 4.00 in 2024 and later to 5.00 in 2025.

I always remember the below 2 slogans by heart.
"We don't have to be smarter than the rest, we have to be more disciplined than the rest" - Warren Buffett
"The big money is not in the buying and the selling, but in the waiting." - Charlie Munger
Thank you.

Stock

2023-11-25 23:57 | Report Abuse

Posted by PureBULL ... > 16 minutes ago | Report Abuse
pls n PLEASE keep buying ytlpowr to ur max.
its the best stock now on KLSE.,. rm4 to rm8 is forth coming n v SOON.,.
yes sell all stocks n buy n buy ytlpowr = the best of the v best stock on earth.,.
pls don't LOL, o.k.
-----------------------
Thank you for your recommendation.
Really very difficult to catch your message.
Hope it is a real message, not a faked news.

I believe you are very lonely in Canada, not too much whisky, no good for health.
Stay healthy.
Thank you.

Stock

2023-11-24 23:24 | Report Abuse

YTL Power is trading at an unjustifiably low PER of 5.5x, not even half of Tenaga’s valuation. Petronas Gas and Dialog though making less profit than YTL Power are trading at about 20x PER. If re-valued to Tenaga’s valuation of 11.6x PER, YTL Power should be trading at RM4.87; if re-valued to PetGas/Dialog valuation of 20x PER, YTL Power would be trading at RM8.40. To me, YTL Power should at least trade at 10x PER or RM4.20 per share. When Wessex turns around by Q4 FY2024, or Yes turns profit from Q2 FY2024, or 1st phase data centre starts contributing profit from Q4 FY2024 or Jordan Power can fully recognize PPA profits and shareholders’ loan interest income from Q3 FY2024, YTL Power net profit will gradually improve further towards RM4.0 billion or EPS of 50 sen, and its share price should trade above RM5.00 if based on 10x PER.
----------------------
The above report is from dragon328.
At least dragon328 justified his target price (from 4.20 to 5.00) with facts and figures.
Unlike dragon328, rr88, does not provide any information to justify his target price at 1.30.
All write-ups by rr88 are just his bullshit and lies.
Hence many readers here condemn him and curse him for telling lies in this forum.
Decide yourself whether rr88 can be trusted or not.
I just cannot stand rr88 keeps on telling lies in this forum.

We definitely cannot trust this day trader who makes 3 sen on contra and cut loss at 1 sen.
If we follow him, we will lose all our capital.
The final decision is always yours.
Thank you.

Stock

2023-11-24 17:55 | Report Abuse

WallstreetRookieNEW = rr88
What you expect from this life time KLSE loser ?
rr88 lost all his money until he cannot even pick up 1,000 shares of YTL with cash.
He can afford to buy YTL on contra only.
I never see anyone who can win big on contra in my last 30 years of share investment.

I know that many of contra players lost in KLSE until bankrupt.
I know that many of my clients win big in KLSE by using "buy and hold" strategy.
The final decision is always yours.
Thank you.

Stock
Stock
Stock
Stock

2023-11-24 10:17 | Report Abuse

WallstreetRookieNEW = rr88
What you expect from this life time KLSE loser ?
rr88 lost all his money until he cannot even pick up 1,000 shares of YTLPower with cash.
He can afford to buy shares on contra only.
I never see anyone who can win big on contra in my last 30 years of share investment.

I know that many of contra players lost in KLSE until bankrupt.
I know that many of my clients win big in KLSE by using "buy and hold" strategy.
The final decision is always yours.
Thank you.

Stock

2023-11-23 20:16 | Report Abuse

Posted by MrFox > 27 minutes ago | Report Abuse
what say u, OTB?
-----------------------
The below link will help to answer your question.
https://finance.yahoo.com/news/opportunity-ytl-power-international-berhads-022543455.html
To me, 848 million PAT is very good and exceeded my expectation.
I expect 800 million only.
I am more bullish on YTLPower now, my target price is > 4.00 in 2024.
I believe in the aforesaid article, my new target price is 4.69 in 2024.
Good luck.
Thank you.

Stock

2023-11-23 11:45 | Report Abuse

WallstreetRookieNEW = rr88
What you expect from this life time KLSE loser ?
rr88 lost all his money until he cannot even pick up 1,000 shares of YTLPower with cash.
He can afford to buy shares on contra only.
I never see anyone who can win big on contra in my last 30 years of share investment.

I know that many of contra players lost in KLSE until bankrupt.
I know that many of my clients win big in KLSE by using "buy and hold" strategy.
The final decision is always yours.
Thank you.

Stock

2023-11-23 11:43 | Report Abuse

WallstreetRookieNEW = rr88
What you expect from this life time KLSE loser ?
rr88 lost all his money until he cannot even pick up 1,000 shares of YTL with cash.
He can afford to buy YTL on contra only.
I never see anyone who can win big on contra in my last 30 years of share investment.

I know that many of contra players lost in KLSE until bankrupt.
I know that many of my clients win big in KLSE by using "buy and hold" strategy.
The final decision is always yours.
Thank you.

Stock
Stock

2023-11-21 15:06 | Report Abuse

The share price of YTLPower around 0.50 was on 6/4/2020, the net profit of Q2 2019 result at that time was 70.3 million. EPS = 0.92 sen.

The share price of YTLPower now is 2.36, net profit is = 1.130 billion, EPS = 13.95 sen.

What is the fair price of YTLPower now ?
0.92 = 0.50
13.95 = 0.50/0.92*13.95 = 7.58.

The share price today at 2.36 is cheaper than the share price at 0.50 on 6/4/2020.
This comparison is based on EPS.

Thank you.

Watchlist

2023-11-21 11:23 | Report Abuse

I like Yinson because Yinson secured 4 big FPSO projects.

The high debts are due to construction of FPSO Anna Nery, MQ, Atlanta and Agogo.
FPSO Anna found oil and passed vessel acceptance test in 2023. The debt is transferred to the oil company.
FPSO MQ and Atlanta will be delivered in the mid of 2024, the debts will be disappeared again after vessel acceptance test in mid of 2024.
FPSO Agogo will be delivered at the end of 2025 or early 2026, the oil company paid USD 500 million cash in advance to Yinson.
The main bulk of high debt will disappear after vessel acceptance tests of MQ and Atlanta in the mid of 2024.

I believe the negative cash flow will be improved and become positive after FY 2025 (Jan 2025) report.
The actual operating cash flow should reach over RM3bn in calendar year 2026 and is sustainable for at least another 15 years based on the firm period alone. This compared to a market cap of RM7.4bn today with total net debt of RM11bn.

The debt could be fully paid within a few years if the company does not take on a new project. The cash leftover for shareholders may equal 5 to 8 times of today’s market cap i.e. may equal 59.2 billion in 15 years time.

Stock market is looking forward, I believe the share price of Yinson should look good after FY (Jan) 2024 result.
No reason EPF is selling non-stop in the past few months.

The management of Yinson is very good in securing FPSO contracts and make Yinson a very profitable company.
However, the management of Yinson is not good in supporting the share price of Yinson.

I believe Tan Sri Francis Yeoh will be a better director to support the share price of YTLPower.
Foreign funds are brought in to buy and take up the stake of EPF shares holding of YTLPower.

I hope the Board Of Directors of Yinson will follow the same foot step of TS Francis Yeoh to support the share price of Yinson.

I believe the PAT for FY (Jan) 2024 will be around RM 1 billion, the present share price at 2.44 is really undervalued.

Overall, I am very disappointed with low share price of Yinson, I also blame the management of Yinson not to support the share price of Yinson.
I believe Tan Sri Francis Yeoh will be a better director to support the share price of YTLPower.
Foreign funds are brought in to buy and take up the stake of EPF shares holding of YTLPower.
Thank you.

News & Blogs

2023-11-21 09:09 | Report Abuse

Our KLSE has not performing well over the last 30 years.
I still remembered FBMKLCI was at a record high at 1,332 in January 1994, the FBMKLCI increased only 100 points until 2023.

JSX or Indonesian stock market has increased 650% in the last 30 years.

Really very disappointed with KLSE, the worst stock market in the world.

Stock

2023-11-19 23:22 | Report Abuse

Dear teknikal,
I focus on YTLPower more.
I recommended both YTLPower and YTL to all my followers.
Thank you.

Stock

2023-11-19 23:11 | Report Abuse

Dear dragon328,
The below link will help to answer your question.
https://finance.yahoo.com/news/opportunity-ytl-power-international-berhads-022543455.html

Good luck.
Thank you.

Stock
Stock
Stock

2023-11-18 11:34 | Report Abuse

Posted by Jerichomy > 13 hours ago | Report Abuse
Nono i want to see otb and otb macai cry like baby haha
--------------------------
Wah !! Jerichomy is so powerful in life.
If Jerichomy is so good and powerful in life, he should make him a clever investor in KLSE.
He should make himself a millionaire in his investment.
He should make himself to relief from his bankruptcy.
He should be more intelligent not to copy and paste all nonsense articles in this forum.
He should post more beneficial articles in this forum to show his capability in his investment.
He should not be a laughing stuff in this forum.
Presently Jerichomy is showing his stupiidity in this forum and behave like a barbarian in I3.

Stock

2023-11-17 09:55 | Report Abuse

I cannot be right all the time, it is not fair to pick losing money stocks only.
I recommended many stocks in I3 since 2013.
Based on my performance records, many readers who followed my recommendation would still make a lot of money in KLSE. Many readers here have made "million" in profit.
Many readers who followed my recommendation on Supermx in 2020 have made "million" in profit.
I feel very pleased and happy when my recommendation made a lot of money like my recommendations on Supermx in 2020 and YTLPower in 2023.
My intention is to help readers here to make a lot of money from KLSE.
In 2023, my recommendations on AAX, Armada, YTL, YTLPower, WCEHB and UEMS are doing very well, I feel very happy on my performance so far.
I am here to share information to make money, definitely not to fight with others.
Thank you.

Stock

2023-11-17 00:23 | Report Abuse

This is a YTLPower forum.
I recommended YTLPower around 1.10 level.
Is it a good recommendation ?
Answer : Yes, it is a very good recommendation. Already make > 100% profit.
Those who bought YTLPower are laughing all the way to the bank.

I want to give credit to dragon328 too.
Without reading dragon328's strong recommendation on YTLPower, I dare not load and buy big on YTLPower shares.

Good luck.
Thank you.

Stock

2023-11-16 17:09 | Report Abuse

20/11/2023 - To review the component stocks of FBMKLCI index. I believe YTLPower will be included as a component stocks of FBMKLCI index.

18/12/2023 - YTLPower will be listed as a component stock of FBMKLCI index. The foreign funds will buy this stock once this inclusion is confirmed.

Hope that the share price of YTLPower can hit 2.40 before 20/11/2023.
Hope that the share price of YTLPower can hit 2.90 before 18/12/2023.
Good luck to all investors here.
Thank you.

Stock

2023-11-16 17:06 | Report Abuse

2.36+0.35 = 2.395.
Share price is almost 2.40.
Good break up !!
Good luck before 20/11/2023.
Thank you.

Stock

2023-11-15 11:57 | Report Abuse

The share price of YTLPower breaks new high again at 2.30.
Hope to cross 2.40 before 20/11/2023.
Good luck.
Hope all investors here laughing all the way to the bank.
Thank you.

Stock
Stock
Stock

2023-11-15 10:06 | Report Abuse

20/11/2023 - To review the component stocks of FBMKLCI index. I believe YTLPower will be included as a component stocks of FBMKLCI index.

18/12/2023 - YTLPower will be listed as a component stock of FBMKLCI index. The foreign funds will buy this stock once this inclusion is confirmed.

Thank you.

Stock

2023-11-15 10:00 | Report Abuse

FBMKLCI is bullish now.
I believe we can see a bull market from now until Chinese New Year (2024).
Weekly MACD and Parabolic SAR are still showing a buy signal respectively.
I like Weekly MACD to show a buy signal because the uptrending will last a long time.
The foreign funds are still buying in KLSE in the last week which is still a good sign for a 2023 year end rally.

Utilities Index is breaking new high among all the KLSE indexes.
Among all the stocks listed in KLSE, I like the most is YTLPower because the share price is breaking new high and Weekly MACD is just starting to show a buy signal.
It means the uptrending of YTLPower will last for a long time.
Buy on weakness is the best strategy to add position on YTLPower.
The final decision to buy is always yours.
Good luck.
Thank you.

Stock

2023-11-15 09:23 | Report Abuse

I still stick to my strong opinion as mentioned above.
You can post your recommendation on the stock you like, however, you should be gentleman enough not to attack other stock.
I believe it is the code of ethic in I3.
The best scenario in I3, do not attack any person and also any stock in I3.
My 2 cents opinion only.
Thank you.

Stock

2023-11-15 09:03 | Report Abuse

There was a person who likes to bully me in I3.
My student who is good in fighting engaged a group of gangsters to his house.
This person apologised to me and finally quit I3 for good.
I do not and will not use this method because I am an educated person.

Stock

2023-11-15 08:45 | Report Abuse

I am just sharing very good information that I know.
If it is not useful, I will stop and quit I3.
I do not post all nonsense in this forum.
I have a good deed to help all readers here to make money.
From all feedbacks, I am very sure, many readers admired my good deed here.
Thank you.

Stock

2023-11-15 08:35 | Report Abuse

I am an educated person, should I be so low class to fight face to face ?
I did not tell any lie here, I did not attack anyone here.
I just share my good knowledge here.
Up to all readers here to judge.
Thank you.

Stock

2023-11-14 22:55 | Report Abuse

My figures at RM 910 million because I did not add USD 50k per day charter rate to FPSO Anna.
Yinson will make a PAT of 910 million a year for the next 15 to 25 years.

Thank you.

Stock

2023-11-14 22:54 | Report Abuse

Based on BursaVulture's figures

FPSO Daily (k) Year (M) Year (M RM)
Anna 477.10 174.14 818.47
Atlanta 210.00 76.65 360.26
MQ 624.00 227.76 1070.47
Agogo 726.00 264.99 1245.45
Total 2037.10 743.54 3494.65

PBT = 39.6% of Revenue 1383.88 M
Tax = 32% = 442.84 M
PAT = RM 941.04 M

Yinson will make a PAT of 941 million a year for the next 15 to 25 years.

Stock

2023-11-14 22:32 | Report Abuse

I will not look into Yinson if there are no FPSO contracts.
The last 4 FPSO contracts are so huge that Yinson will make a PAT of 910 million a year for the next 15 to 25 years.

Yinson will make an EBIT of RM 1.5 billion on EPCIC construction on these 4 FPSOs in next 4 years (From 2022 until 2026 Feb).

FPSO - Yearly PAT
Anna - 188 million
MQ - 268 million
Atlanta - 147 million
Agogo - 307 million
Total - 910 million
Yinson will make a PAT of 910 million a year for the next 15 to 25 years.

The FPSO agreement between Yinson and the oil company is so good that I cannot believe it until I read the recommendation report from Oaklands Path.
Please note that all the debts of 4 FPSOs will be transferred to the oil company once the FPSO vessels are approved for oil production. There will be no debt at all after these 4 FPSO vessels are approved for oil production.
Thank you.

Stock
Stock

2023-11-14 11:09 | Report Abuse

20/11/2023 - To review the component stocks of FBMKLCI index. I believe YTLPower will be included as a component stocks of FBMKLCI index.

18/12/2023 - YTLPower will be listed as a component stock of FBMKLCI index. The foreign funds will buy this stock once this inclusion is confirmed.

Thank you.

Stock

2023-11-14 09:44 | Report Abuse

Hope that the share price of YTLPower can hit 2.40 before 20/11/2023.
Hope that the share price of YTLPower can hit 2.90 before 18/12/2023.
Good luck to all investors here.
Thank you.

Stock

2023-11-13 14:07 | Report Abuse

Please read this report via the link below.
https://www.oaklandspath.com/the-fpso-industry-and-top-tier-lessor-and-operator-yinson

I read this report at least 10 times so that I can understand the high debt of Yinson.

All the present 11 billion debt will be disappeared after FY2025 (January 2025).
1.) FPSO Anna Nery achieved financial acceptance in May-23, all the debt of this FPSO Anna Nery will be taken over by the oil company.
2.) FPSO Atlanta and FPSO Maria Quiteria will be delivered in the middle of next year (2024), all the debts of these FPSOs will be taken over by the oil company.
3.) FPSO Agogo will be delivered by Feb-26, all the debt of this FPSO will be taken over by the oil company in Feb-26. Please note that this oil company has paid Yinson a payment in advanced of USD500 million. Hence there is no debt on this FPSO.

The actual operating cash flow should reach over RM3bn in calendar year 2026 and is sustainable for at least another 15 years based on the firm period alone. This compared to a market cap of RM7.4bn today with total net debt of RM11bn.

The debt could be fully paid within a few years if the company does not take on a new project. The cash leftover for shareholders may equal 5 to 8 times of today’s market cap i.e. may equal 59.2 billion in 15 years time.

Please read the aforesaid article again and again, all your questions will be resolved.
The aforesaid article written by Oaklands Path on Yinson is very good, you will understand the fundamental of Yinson very well.
Thank you.

Stock

2023-11-13 13:16 | Report Abuse

The cost of production of oil using FPSO charter service is < USD 10 per BBL.
It is one of the cheapest modes of oil production.
The present crude oil price is about USD 80 per BBL, which oil company wants to terminate any FPSO contract ?
All oil companies using FPSO service are laughing all the way to the bank.
So far in Yinson's record, no oil company has terminated FPSO contract with Yinson.
It is an actual fact, everyone should talk with facts.

The FPSO contract on the Agogo project, the oil company has to pay USD 500 million cash in advance in order to secure the FPSO vessel.
There are 13 FPSO projects in a year, only 8 qualified bidders in the world. The FPSO market is very tight, so far all qualified bidders are tight up with construction of too many FPSO vessels. No more capacity to build any new FPSO vessel until the booked FPSO vessel is completed.

So far in all agreements signed with oil companies, the agreement favoured Yinson far more than oil companies because of very tight supply in the FPSO business.

Yinson has been awarded the ‘Industry Excellence Award’ under the energy sector at MSWG-ASEAN Corporate Governance Award 2021, in recognition of the Group’s exemplary corporate governance disclosure and practices amongst Malaysian public listed companies.
I believe the management of Yinson can be trusted and I am sure Yinson will make it to be a component stock of FBMKLCI index in the next 3 years (after FY 2026).
Do not use Yinson to compare against Serba Dynamic which is not a fair comparison.

There is always a risk in any business, so far Yinson is 100% safe in terms of safety risk in the FPSO business.

I like Yinson because of 4 big FPSO contracts secured in the last 2-3 years.
The strong growth of earnings far outweighed the risk of high debt.
The high debt problem will be resolved after 3 FPSO vessels are completed and certified by the oil companies in the mid of 2024.
I believe the negative cash flow will be improved and become positive after FY 2025 (Jan 2025) report.
The actual operating cash flow should reach over RM3bn in calendar year 2026 and is sustainable for at least another 15 years based on the firm period alone. This compared to a market cap of RM7.4bn today with total net debt of RM11bn.

If you think there is a high risk in the FPSO business, then do not invest in this stock.
But to bad mouth this stock with non-factual news is not fair to all investors in this stock.

Thank you.

Stock

2023-11-13 12:09 | Report Abuse

Utilities Index is very bullish, the index breaks new high after 9 days of strong uptrending.
Nothing wrong if there is a minor correction.
YTLPower is definitely not a downtrending stock.
No reason to lose until bankrupt.
Only a stupiid person like Jerichomy will pass this non-factual comments "lose until bankrupt".

Stock
Stock

2023-11-12 16:26 | Report Abuse

I recommended Insas to my followers > 10 years ago.
Mr Koon also recommended Insas before.
At the end, I also cut loss on Insas because the share price of Insas cannot perform.
I know that the fundamental of Insas is good.
I did not bad mouth Insas after I cut loss.

Watchlist

2023-11-10 09:15 | Report Abuse

@Philip,
I saw you invested in a big way on Yinson, Yinson is the second largest investment in this portfolio.
Please tell me what is so good about Yinson.
I know the fundamentals of Yinson is good after you take into consideration the future earnings of FPSO Anna Nery, MQ, Atlanta and Agogo.
Do you know that the share price of Yinson just cannot perform despite all ten analysts recommended a buy on this stock ? No hold or sell call on this stock, 100% a buy call.
I want to know your opinion on this stock.
Please advise.
Thank you.

Stock

2023-11-08 17:03 | Report Abuse

Support at 2.24 is still intact.
Tomorrow is ex date for dividend.
Share price is adjusted for 4 cents lower at 2.21.
The strong support for YTLPower is at 2.20.

Stock