Dear dragon328,
Thank you for your good information.
I really appreciate it.

I spend many good hours to study all reports on Nvidia, I believe Nvidia will bring huge profit to YTLPower in the next few years on data centers in Kulai, Johor.
YTLPower is very lucky to be selected as a business partner by Nvidia.

The share price of PIE hit 30% limit up when the company announced it has secured a sizeable AI server client that will take up the entire Plant 6.
Likewise, I believe when Nvidia takes up the 100 MW of YTLPower's data center in Kulai Johor, the share price of YTLPower will skyrocket up the roof.
This phenomenon will happen at the end of 2024 or early 2025.

Good luck.
Thank you.

Look for Goldberg's posting in this forum.
Click on Goldberg, look for Threads.
All his postings will appear.
Thank you.

Posted by Goldberg > 3 weeks ago | Report Abuse

Folks, to make money in stocks, you need to have vision to see them, courage to buy them & patience to hold them.
--------------------------
Posted by Goldberg > 1 day ago | Report Abuse

KGB poised to surge on the uptrend in Semis.
--------------------------------------------------
KGB for: (i) being a direct proxy to the front-end wafer fab expansion,

(ii) its solid earnings visibility underpinned by both robust order book of RM1.3b and tender book of >RM1.9b

(iii) its strong foothold in multiple markets, i.e. Malaysia, Singapore and China.

(iv) KGB starts production at second LCO2 plant.

I believe Q1 2024 result should be good.
-----------------------------------
I have very high respect on Goldberg, he always recommends a very good fundamental stock.
I believe KGB will perform well in 2024/5.
Thank you.

Posted by dragon328 > 7 minutes ago | Report Abuse

If you don't know anything about AI data centre business, please do not make any non-sensical comment here.

Microsoft plans to spend over USD50 billion on AI data centres in 2024. This is just the beginning.
----------------------
Dear dragon328,
I read a lot of information on Microsoft and Nvidia.
Normally they work hand in hand in data center.
Is there any chance that Microsoft will participate in YTLPower data center in Kulai, Johor ?

There are 100 MW data center meant for Nvidia.

What about another 100 MW data center in HLIB's report ?
Can the potential vendor for this 100 MW is Microsoft ?
Please advise.
Thank you.

Posted by cheated > 3 hours ago | Report Abuse

4.88 is peak not 6.8 because OTB sold?
-----------------------
Please do me a favour, please do not tell lies about me.
Please contribute and share your knowledge here instead of lies.
I believe you are a smart person here.
Be a good person, god will bless you.
Thank you.

Never in my life, I never believe the market cap of YTL+YTLPower is > Tenaga.
The share price of YTLPower is not at its best yet.

The share price of PIE hit 30% limit up when the company announced it has secured a sizeable AI server client that will take up the entire Plant 6.
Likewise, I believe when Nvidia takes up the 100 MW of YTLPower's data center in Kulai Johor, the share price of YTLPower will skyrocket up the roof.

This phenomenon will happen at the end of 2024 or early 2025.
Good luck.
Thank you.

EPF is the fund who takes up the private placement at 2.36.
Yinson will ensure the fund took up the private placement make money in the future.
How ??
Good luck.

FBMKLCI will be at 1,600 in 2024.
I believe this FBMKLCI will move higher than 1,600 because of high share prices of YTL and YTLPower.
Time will tell how high is our FBMKLCI in 2024.
Good luck.
Thank you.

I feel very frustrated on this badmouth and attack.
I do not have MCE or HSC qualification ??
This attack is plainly lies in this forum.
FYI,
I am very good in study during my schooling.
I am always in the top 3 positions during my schooling.
I never drop out of third position in my school life.
After HSC, my father said sorry to me that he did not have money to send me to further study in university.
He just cannot afford to put the food on the table for 6 children.
I cried for a few nights and I wanted to commit suicide.
My mother consoled me that I do not need a high education, I will still do well in my career because I have a very good bazi.
According to my mother, my great grandfather is a feng shui master from China, he checked my bazi when I was borne because I am the first great grandchild in our family.
The whole family will depend on me in the future.
I started work after HSC, I did very well in my career.
I interviewed a job in an electronic firm in KL, the Malay officer was surprised that I have a good qualification, no reason I cannot enter university compared to a Malay candidate who has a "not so good" result applied for an engineer post.
I told him that my father has no money to send me for further study.

I was already a millionaire in 1993.
I was hit hard in 1997/8 due to bad debts from the clients.
All clients are very kind to settle all debts after 2003.
I worked hard to do training courses in Hong Kong, China and Malaysia for 3 years.
Overall I have a very good career, I made million from KLSE.
Thank you.

Never in my life, I never believe the market cap of YTL+YTLPower is > Tenaga.
The share price of YTLPower is not at its best yet.

The share price of PIE hit 30% limit up when the company announced it has secured a sizeable AI server client that will take up the entire Plant 6.
Likewise, I believe when Nvidia takes up the 100 MW of YTLPower's data center in Kulai Johor, the share price of YTLPower will skyrocket up the roof.

This phenomenon will happen at the end of 2024 or early 2025.
Good luck.
Thank you.

It appears to me the Q3 2024 result to be released in May 2024 should be good result.
Hopefully my projected EPS = 0.42 should be achievable.
Good luck.

I hope the share price of YTLPower will stay above 4.24.
FBMKLCI, FBMEMAS indexes have broken new highs, it confirmed that 2024 is a bull market.
Please note that the share price of Tenaga also broke new high.

The Q3 2024 result will be released in May 2024, I believe Q3 2024 will be very good.
Hopefully, the share price of YTLPower will hit 5.55 after good Q3 2024 result releases.

HLIB will revise up the target price of YTLPower after good Q3 2024 result.
Hopefully, the share price of YTLPower will cross 6.30 after good Q4 2024 result releases in August 2024.
According to Fibonacci projection, the target price will hit 161.8% at 6.80 in August 2024.
I will use this target price as a reference only.

Hopefully my prediction will come through in August 2024.
Good luck.
Thank you.

To Mr OTB and Mr TanDavid ,,,this SIOW CHAR BOR will ACCUSED anyone ...
I will continue to attack her as the day Ular told me to TANAM her.
Both of you don,t bother.
Felix create new accounts lah
--------------------
Read the english, you should know who is the correct person.
Felix, stop telling your lies here.

Felix,
You continue to tell your lies here.
I will curse you.
If TanDavid88 is the one, he will knock down by the car.
If he is not, Felix will be knocked down by the car.
Please stop drag my name in this dispute.
I am not interested to know.

Do not overrate yourself, your small word will not cause the share price of YTLPower to crash.
You are just a tiny person here.
The number of share issued of YTLPower is 8 billion.
Do not talk big of yourself loh !!

The worst part is Felix drags my name in this dispute.
I know my students will behave very well in I3.
A sad story here.

Read the english, you will know they are two different persons loh unless you are a mad lady.
Simply accuse people with lies.
Shame on you.
I told my students to post with facts and figures, never to attack any person here.
This is my order.

Post removed.Why?

Post removed.Why?

I still think that the big effort from dragon328 is far more than my small effort here.
Anyway, happy everyone here laughing all the way to the bank.
Thank you dragon328.

No income tax on capital gain in Malaysia.
Place your gain in your bank account and keep quiet to yourself.
No one will ask you and no one will check on you.
Thank you.

Dear Johnchew5,
We have got rid of UlarSawa, please focus on fundamental and technical of YTLPower only.
Please do us a favour, avoid old story in this forum.
Please help.
Thank you.

Posted by Raymond Tiruchelvam > 4 minutes ago | Report Abuse

mr OTB pls help advice next step..... 4.27 resistance breached..... :-) peace
------------------
If 4.24 is crossed convincingly today, I will use Fibonacci projection to project the next resistance level.
The next resistance is 123.6% at 5.15 followed by 138.2% at 5.68.
Please use this information as a guide only, no guarantee 100% accuracy.
Thank you.

Posted by fx115w > 2 minutes ago | Report Abuse

Thanks @OTB as well... I already laughing to the bank yesterday.
--------------------
In our life, the first million is the most difficult to make.
The next goal is 10 million.
Once you have made > 10 million, money will start to flow in non-stop if you manage it very well.
One important advice to you, do not simply invest in any stock.
Check and check before you buy.
Must buy a very good fundamental stock.
Thank you.

I hope Apple888 will make 2.5 million gain in August 2024.
Other readers in this forum will laugh all the way to the bank.
Good luck.
Thank you.

Posted by Ravi Kumar > 36 minutes ago | Report Abuse

New high and higher, OTB what is the next resistance
-----------------------
I use Fibonacci projection, the next resistance is 3.35 (123.6%).
It tallies with HLIB's target price at 3.33.
Thank you.

Post removed.Why?

Posted by dragon328 > 9 minutes ago | Report Abuse

DC1 for SEA Ltd is already completed and will start contributing earnings from April 2024.

DC2 (est. 100MW) for AI cloud infrastructure is already under construction and should start contributing big earnings from early 2025.

YTL Power is working on other DCs in the pipeline (est. 100MW each).

From this update, it is reasonable to project for at least 200MW of AI data centres to be built at Kulai over next 3 years.
---------------------------------
Please do not drop below 4.07 from now on.
Next minor resistance is 4.17.
The major resistance is 4.24.
I hope the share price of YTLPower will cross 4.24 before the end of April 2024.
FBMKLCI, FBMEMAS indexes have broken new highs, it confirmed that 2024 is a bull market.
Please note that the share price of Tenaga also broke new high.

The Q3 2024 result will be released in May 2024, I believe Q3 2024 will be very good.
Hopefully, the share price of YTLPower will hit 5.55 after good Q3 2024 result releases.

HLIB will revise up the target price of YTLPower after good Q3 2024 result.
Hopefully, the share price of YTLPower will cross 6.30 after good Q4 2024 result releases in August 2024.

Hopefully my prediction will come through in August 2024.
Good luck.
Thank you.

Post removed.Why?

dragon328,
Suggest you post it in your block, I think it is allowed in this way.
Thank you.

Don't use your energy to worry.
Use your energy to believe, create, trust, grow and heal.

YTLPower will do wonder for us, just need a bit of patience only.
Good luck.
Thank you.

I hope Apple888 will make 2.5 million gain in August 2024.
Other readers in this forum will laugh all the way to the bank.
Good luck.
Thank you.

Please do not drop below 4.07 from now on.
Next minor resistance is 4.17.
The major resistance is 4.24.
I hope the share price of YTLPower will cross 4.24 before the end of April 2024.
FBMKLCI, FBMEMAS indexes have broken new highs, it confirmed that 2024 is a bull market.
Please note that the share price of Tenaga also broke new high.

The Q3 2024 result will be released in May 2024, I believe Q3 2024 will be very good.
Hopefully, the share price of YTLPower will hit 5.55 after good Q3 2024 result releases.

HLIB will revise up the target price of YTLPower after good Q3 2024 result.
Hopefully, the share price of YTLPower will cross 6.30 after good Q4 2024 result releases in August 2024.

Hopefully my prediction will come through in August 2024.
Good luck.
Thank you.

Posted by Raymond Tiruchelvam > 3 hours ago | Report Abuse

OTB is back ..... with facts vengeance :-) peace.... one Q for OTB > is there any upside to YTLP earnings for 2024? Other than RM S$ UKpound exch rate? If no upside, then there will be no impetus for market to raise PE ratio.... many companies are trading at 10 PE
-----------------------
The EPS for FY 2023 is 0.25.
The projected EPS for FY 2024 is around 0.42. A growth of 68.0% over FY 2023.
The projected EPS for FY 2025 will be 0.52. A growth of 23.8% over FY 2024.
The projected EPS for FY 2026 will be 0.62. A growth of 19.2% over FY 2025.
YTLPower will show a strong growth from FY 2024 to FY 2026.
Hope I have answered your question.
Thank you.

Post removed.Why?

Please note that the following indexes are breaking new highs today.
FBMKLCI
FBMEMAS

The share price of Tenaga is also breaking a new high today.
The share price of YTLPower is not breaking new highs despite it is trading at a lower PER.

EPS of Tenaga = 47.87 sen
The share price is 11.88
PER = 24.82

EPS of YTLPower = 40.90 sen
The share price is 4.06
PER = 9.90

I believe there is no war in the Middle East.
I believe the US stock market will not drop a lot this week because the earnings of most stocks are better than expected.
The share price of Nvidia dropped 10% on 19/4/2022, but the share price of Nvidia rebounded very strongly in the last few days.
Hence the possibility of a stock market crash in the US is very slim now.

The share price of YTLPower is bullish now.
The major resistance is at 4.07 and follows by 4.24.
4.24 is the all time high price.
The share price of YTLPower has consolidated around 12 weeks, I believe the share price of YTLPower should break new highs like Tenaga.
I also believe the Q3 2024 result of YTLPower to be released in May 2024 will be very good.
The projected EPS of YTLPower for FY 2024 should be > 0.42 sen.
The average PER of FBMKLCI component stocks is around 15 times, the present PER of YTLPower is < 10.
Hence the present share price of YTLPower is still undervalued.

I talk with facts and figures.
Use this posting as a reference only.
The final decision to buy is always yours.

Thank you.

Yinson issued a sukuk of RM 640 million in Malaysia before Chinese New Year 2024, the coupon rate is 7.95%.
The take up rate of this sukuk is so demanding, all RM 640 million sukuk was taken up within 20 minutes.
-------------------
Anyone here is not so knowledgeable as institutional fund manager, they just buy up all sukuk of Yinson within 20 minutes.
This sukuk is rated as A3/Stable (RAM).

I will stop my comment on Yinson, no point to cause more pain to all poor investors here.

FA of Dnex is not meeting my stock selection criteria, hence I did not study this stock.
TA of Dnex is still a downtrending stock, the share price has not crossed 200-day SMA.
Thank you.

Based on my analysis on the whole world stock markets, I believe KLSE will do well in 2024.
I have made my study in great details, I still feel that KLSE will perform well in 2024/5.
The trade war between China and US, this phenomenon will benefit Malaysia as a whole.
Stocks related to Semiconductor industry and Johor economic zone will perform very well in 2024/5.
Still very important to look at technical charts, invest in uptrending stocks only.
Thank you.

Posted by klee > 2 minutes ago | Report Abuse
Mr OTB,how do you see the breaking down of sp500 n nasdaq? Will they continue to trend down n in turn affect the world mkts including bursa? What about Nvidia?
-----------------------
Whole world stock markets are bearish Except China stock market is bullish.

KLSE
KLSE is bearish now. 6/13 Indexes are bullish.
12 out of 13 KLSE indexes had crossed 200-day SMA.
Golden Cross buy signals appeared in 10/13 Indexes.
Overall, KLSE is not that bad compared against other stock markets.

Nvidia, TA is bearish now.

No one can predict the world stock markets accurately.
Thank you.

In my whole life, I believe I manage money very carefully and very well.
So far, not many wastage or big loss.
There is more big gain than small loss.
I talk about facts and figures.

I do not know I will sailang on Yinson or WA.
I want to see TA to be bullish first, then I will strategise it accordingly.
Thank you.

Posted by CharlesT > 23 seconds ago | Report Abuse
Though Sifu only has a small holding on Yinson n Wa but his love is 100%...non stop promotion of Yinson n Wa in I3 n also to his RM1k clients for the past 2 years
--------------------
No more promotion until TA is bullish.
I just talk about facts only.
Thank you.

I watch the Youtube on TS Francis Yeoh interview on the Power Plant in the eighty.
YTLPower paid >10% interest to all international investors, eventually YTLPower made a fortune on this Power Plant.
The gross profit of a FPSO on operation is 39.6%, FPSO business concept is the same as a power plant.
Thank you.

Posted by CharlesT > 11 minutes ago | Report Abuse

9.625% Bond doesnt sound any alarm to Sifu n others ah?
Still die die believe their Wawasan 2027 ah?
-----------------------
I have a small holding on this stock only.
I invest is to make money.
I believe the share price is low enough. I can afford to lose on this investment.
Not interested to buy in a big way until TA showed a buy signal.
Thank you.

Posted by Sslee > 21 seconds ago | Report Abuse

The question why not doing this 5 year USD Bond issue at 9.625% interest in Malaysia?
Many institution funds and me will q up to buy this bond.
-------------------------
Yinson issued a sukuk of RM 640 million in Malaysia before Chinese New Year 2024, the coupon rate is 7.95%.
The take up rate of this sukuk is so demanding, all RM 640 million sukuk was taken up within 20 minutes.
Thank you.

UlarSawa,
You are a no brain person here.
You should know whom I refer to.
I hope you can do me a favour here, please get out of this forum.
We do not welcome you in this forum.
Thank you.

The partnership of Nvidia with YTLPower will only enhance value of YTLPower in FY 2025.
There is no negative effect on the share price of YTLPower here.
The profit from this partnership will come into effect at the end of 2024.

The share price of Nvidia has no effect on the share price of YTLPower.
The drop in the share price of Nvidia will not affect the share price of YTLPower in KLSE.
The drop on the share price of Nvidia is only a temporary phenomenon here.
According to all analysts in the US, eventually the share price of Nvidia will move up north to USD 1,200 later.

Using the drop in the share price of Nvidia to frighten all readers here is not a fair statement.
The worst part is to create many faked IDs here.
There is only 1 person here to badmouth YTLPower share price, why don't you use the same ID all the time.
Please stop all these monkey acts, really show an evil spirit here.
I appeal to you to stop all these nonsense here.
Do not make the poor investors here to be the victims of your quarrels.
We are interested to share good information here, not distorted information which is a false information.
We are all knowledgeable persons here, we know who is telling lies here to frighten all readers in this forum.
Please stop your lies.
Thank you.

UlarSawa,
Please stop telling lies too.
Thank you.

Posted by xiaoeh > 4 minutes ago | Report Abuse

everything will be fine...
as long as Yinson can get banks and investors to believe
and continue funding its expansion till Yinson is able to generate profit after 2026 to pay back its debts

but again
Yinson will continue tendering new project along the way to 2026
new funding is required, and debts seem no way to reduce
--------------------
I met Yinson management to talk about debt matter.
According to the management, all debts of FPSO will be settled after 7 years.
On the 8th year, the profit is a clean profit with no debt.
Yinson will perform well in a longer term.
Debt will reduced drastically after FY 2027.
I believe Yinson will be qualified to be a component stock of FBMKLCI after 2027.
Thank you.

A great company has a gross profit margin of >40% or more.
A great company has a net profit margin of 10% or 20% or more.
-----------------------------
Ans :
Gross profit margin of FPSO = 39.6%.
Net profit margin (Net profit/sales) = 8.28%

Overall, Yinson is a good stock to watch in term of fundamental.
I have monitored 8 quarter results so far, hence I know all the facts and figures.
Thank you.

FPSO Anna Nery. Brazil. 75% stake in 2023, 66.5% stake in 2024.
https://www.theedgemarkets.com/article/yinson-rises-17-after-landing-fpso-contracts-worth-us52b-brazil
https://www.oedigital.com/news/497166-naming-ceremony-held-for-yinson-s-anna-nery-fpso#:~:text=The%20estimated%20aggregate%20value%20of,date%20of%20the%20final%20acceptance.
Contract value = USD 5.4 billion. 25 years firm.
Start operation in early 2023.
Annual (charter rate) revenue = USD 5400 million/25*75% = USD 162.00 million = RM 761.40 million (1 USD = RM 4.70)
PBT (40% of revenue) = 304.56 million (75%)
PAT (37% tax) = 191.87 million (75%)
PBT (40% of revenue) = 263.95 million (65% after 2023)
PAT (37% tax) = 166.29 million (65% after 2023)

3 FPSO vessels of Yinson under construction
1.) FPSO Maria Quitéria. Brazil. 100% stake.
https://www.theedgemarkets.com/article/yinson-lands-fpso-contracts-worth-us52-billion-brazil
Contract value = USD 5.2 billion. 22.5 years firm.
Start operation in mid-2024.
Annual (charter rate) revenue = USD 5200 million/22.5 = USD 231.11 million = RM 1.086 billion (1 USD = RM 4.70)
PBT (40% of revenue) = 434.40 million
PAT (37% tax) = 273.67 million

2.) FPSO Atlanta. Brazil. 100% stake.
https://www.oedigital.com/news/494478-malaysia-s-yinson-brazil-s-enauta-pen-firm-contracts-for-atlanta-field-fpso
Contract value = USD 1.9 billion. 15 years firm and with option to extend 5 years.
Start operation in mid-2024.
Annual (charter rate) revenue = USD 1900 million/15 = USD 126.67 million = RM 595.35 million (1 USD = RM 4.70)
PBT (40% of revenue) = 238.14 million
PAT (37% tax) = 150.03 million

3.) FPSO Agogo. Angola. 100% stake.
https://www.theedgemarkets.com/node/657117
https://klse.i3investor.com/web/announcement/detail/1757017
Contract value = USD 5.3 billion (Inclusive 15 years + optional 5 years extension). 15 years firm and with extension 5 years.
Start operation in the fourth quarter of 2025.
Annual (charter rate) revenue = USD 5300 million/20 = USD 265.00 million = RM 1.246 billion (1 USD = RM 4.70)
PBT (40% of revenue) = 498.20 million
PAT (37% tax) = 313.87 million

If you add up the net profit, the total profit for these 4 FPSOs are > 904 million profit.
Those 5 old FPSOs, total net profits are = 589 million.
Grand total net profit = 1.493 billion.
NOSI = 3.184 billion
EPS = 0.47
PER = 5.0

Thank you.