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.

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Stock

2024-03-05 12:56 | Report Abuse

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.

Stock

2024-03-05 12:53 | Report Abuse

A GM father cannot read the chart well or do not know how to read a chart.
Should ask his fund manager son to read the chart correctly before this GM father is telling lie in I3.
Telling a lie is a shame here.

Stock

2024-03-05 12:41 | Report Abuse

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.

Stock

2024-03-05 12:35 | Report Abuse

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.

Stock

2024-03-05 12:31 | Report Abuse

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.

Stock

2024-03-05 12:24 | Report Abuse

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.

Stock

2024-03-05 12:19 | Report Abuse

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.

Stock

2024-03-05 11:39 | Report Abuse

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.

Stock

2024-03-05 10:37 | Report Abuse

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.

Stock

2024-03-05 10:21 | Report Abuse

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.

Stock

2024-03-04 21:32 | Report Abuse

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.

Stock

2024-03-04 21:02 | Report Abuse

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.

Stock

2024-03-04 20:45 | Report Abuse

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.

Stock

2024-03-03 21:16 | Report Abuse

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.

Stock

2024-03-03 21:13 | Report Abuse

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.

Stock

2024-03-02 21:38 | Report Abuse

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.

Stock

2024-03-02 09:19 | Report Abuse

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.

Stock

2024-03-01 12:43 | Report Abuse

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.

Stock

2024-03-01 11:44 | Report Abuse

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

Stock

2024-03-01 11:39 | Report Abuse

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.

Stock

2024-03-01 11:04 | Report Abuse

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.

Stock

2024-03-01 10:43 | Report Abuse

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.

Stock

2024-03-01 10:41 | Report Abuse

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.

Stock

2024-02-29 23:31 | Report Abuse

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.

News & Blogs

2024-02-29 23:15 | Report Abuse

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.

Stock

2024-02-29 15:50 |

Post removed.Why?

Stock

2024-02-29 12:40 | Report Abuse

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.

Stock

2024-02-28 21:52 | Report Abuse

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.

Stock

2024-02-28 21:34 | Report Abuse

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.

Stock

2024-02-28 20:39 | Report Abuse

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.

Stock

2024-02-28 17:20 | Report Abuse

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.

Stock

2024-02-28 14:45 | Report Abuse

Dear UncleFollower,

Thank you for your comforting statement, I have waited for quite a long time.
I missed all opportunity to make money in the last few months.

I have a big disappointment on Yinson-WA recommendation in 2023.
In the early part of 2023, I spotted 2 good stocks to buy.
One is Yinson and the other is YTLPower.
The share prices of both YTLPower and Yinson-WA are almost the same in the range of 0.70.
I recommended strongly on Yinson-WA instead of YTLPower because of analyst recommendations.
All ten analysts recommended a buy on Yinson and there was no analyst recommend a buy on YTLPower.
The analyst from Maybank recommended the target price for Yinson is 5.05.
If you buy Yinson-WA at 0.70, based on the target price of Yinson at 5.05, the share price of Yinson-WA should be 3.27 based on 10% premium.
The potential gain of Yinson-WA is 367% (ROI).
I bought Yinson-WA and I dare not buy YTLPower even I have a big capital with me.
It is the biggest mistake I had made in 2023, otherwise, most of my valued clients would have made a lot of money in 2023 and 2024.
I really cannot forgive myself on this big mistake.
I bought YTLPower shares later when the share price was ranging from 1.00 to 1.30 respectively.

A sad story to tell here.
Thank you.

Stock

2024-02-28 13:14 | Report Abuse

The Q4 2023 result of Armada is good if there is no impairment loss of 514 million.

I take a quick look into the results.
Ebitda = 386 million profit ( historical high operating profit).
Impairment loss = (514) million.

If without impairment loss, there is still an operating profit for Armada.
Thank you.

Stock

2024-02-28 13:11 | Report Abuse

I take a quick look into the results.
Ebitda = 386 million profit ( historical high operating profit).
Impairment loss = (514) million.

If without impairment loss, there is still an operating profit.
Thank you.

Stock

2024-02-28 12:32 |

Post removed.Why?

Stock

2024-02-28 09:54 | Report Abuse

Posted by stockraider > 2 weeks ago | Report Abuse

JUST SELL & CHANGE TO INSAS MAH!
Investors of Insas hathaway can afford to only invest in 1 stock that is insas loh!

Why should they look elsewhere when all the insas fundamental numbers are so positive compelling base on share price of rm 1,21 leh ?

The Insas figures are as follows;
1. Insas net cash is rm 1.26 per share
2. insas net cash equivalent per share Rm 1.40
3. Insas nta per share is Rm 3.56
4. Insas RNAV per share after taken account of Inari & M&A is Rm 7.00 per share
5. Insas RNAV per share after taken account of its properties value Rm 9.00 per share.
6. Insas eps Rm 0.19 share.
7. Insas cash generation per share Rm 0.22
8. Insas div per share Rm 0.025
9. Insas Nta growth per share (base buffet measurement of growth} Rm 0.22 pa.

a.Notice that insas net cash equivalent of rm 1.40 exceed share price, that means u can buy whole insas & still collect additional Rm 0.19 cash per share on top of whole company.
b. Based on NTA without any revaluation insas is worth Rm 3.56 per share.
c. If u factor in Inari & M&A hidden reserve plus insas NTA , u will get Rm 7.00 per share.
d. If u factor in { item c } plus other assets & revise property undervalue u get Rm 9.00 a share
5. Insas PE is 6.4x.
6. Insas cash generation per share is rm 0.22 giving u a yield of 18% pa.
7. Insas div yield is rm 0.025 per share or 2.1% pa.
8. Insas growth rate pa is 18%. Note this very powerful factor as insas cash generation is 18% pa and growth rate is 18% pa, that means all insas growth is back up by cash generation equivalent, this is a very powerful factor to the sustainability of cash flow and growth rate.

Conclusion: Having gone thru the financial strength of insas, can u find any other stocks more powerful than insas fundamentally at the current share price leh ?
The answer is none loh!

Thus with insas so attractive fundamentally why should u sell insas & look to buy other stocks leh ?
U should be buying more insas right now bcos of very big margin of safety loh!
-----------------------------
This Insas promoter is really unscrupulous person, promote Insas day and night in I3.
Go to YTLPower forum to attack YTLPower, tell all readers to sell YTLPower and changed to Insas.
What happen to the share price of Insas now ?
What happen to the share price of YTLPower ?
Do not over promote your stock at the expense of others.
We are smart investors, we know the good stock to buy.

Normally, I do not want to attack any person in I3, I will break the rule today.
Thank you.

Stock

2024-02-27 22:05 | Report Abuse

Posted by icecool > 9 minutes ago | Report Abuse
FBMKLCI Index back to 1900, hopefully
--------------------------------
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.

Stock

2024-02-27 21:34 | Report Abuse

FBMKLCI Index is breaking new high.
Likewise, Utility Index is breaking all time high.
Hopefully, YTLPower can cross 4.20 tomorrow.
Good luck.
Thank you.

Stock

2024-02-27 17:24 | Report Abuse

Posted by KLV868 > 3 minutes ago | Report Abuse
@OTB, I don't understand this. "I believe the big seller at 4.20 is blocked by foreign funds to buy YTLPower shares."
-----------------
Big fund normally give a buy order to the broker or remisier at a specific price, e.g, let say buy 100 million YTLPower shares below 4.20.
The remisier will buy YTLPower shares as long as the share price is below 4.20.
Once he has enough shares on hand, he will block the share price at 4.20 to frighten sellers to queue below 4.20, he will keep on buying shares below 4.20.
Of course the lower the buy price is better for this remisier.
Once this remisier collected enough shares, the sell order he blocked will disappear.
I believe the collection of YTLPower shares is still below the quantity required, the share price of YTLPower will not cross 4.20 yet.
Thank you.

Stock

2024-02-27 15:21 | Report Abuse

Look like KGB will announce good quarter result.
The share price is at new high now.
Good luck.
Thank you.

Stock

2024-02-27 15:03 | Report Abuse

I spend at least 12 hours a day on stocks listed in KLSE, hence I am very well informed on good stocks to buy.
I am only interested in very good fundamental stocks only.
Thank you.

Stock

2024-02-27 14:53 | Report Abuse

The most beautiful part in our KLSE, the Utility Index is breaking new high.
No index in our KLSE is so dominance like Utility Index.
I always like new high based on technical chart.
Thank you.

Stock

2024-02-27 14:22 | Report Abuse

Posted by value_invest > 3 hours ago | Report Abuse
Estimate profit 0.23 for Yr 2024.
Most important is Free cash flow of RM0.30 per share. Without further capex needed and debt almost nil. Very good dividend moving forward.
--------------------------------
Dear Sslee,
Please help to advise me what is your projected EPS of Jtiasa for FY 2024.
Thank you.

Stock

2024-02-27 11:23 | Report Abuse

I feel very disappointed, hence I repost this article out of my frustration.
-----------------------
In the stock market especially our KLSE.
Some can make a lot of money - Buy YTLPower.
Some lose a lot money - Buy Serba.
Some do not make money - Buy Insas.
Why ??
Some of reasons here.
1.) Lack of skill.
2.) Stubborn attitude. - Think that he is always better than others.
3.) "His stock is the best" behaviour. - Insas is the only best stock in the whole KLSE.

Those bought Insas in 2023, make a miserable profit.
Those bought YTLPower in 2023 made a fortune.

Analyse yourself whether the above statement is true or not.
Thank you.

Stock

2024-02-27 10:57 | Report Abuse

Posted by stockraider > 2 weeks ago | Report Abuse

JUST SELL & CHANGE TO INSAS MAH!
Investors of Insas hathaway can afford to only invest in 1 stock that is insas loh!

Why should they look elsewhere when all the insas fundamental numbers are so positive compelling base on share price of rm 1,21 leh ?

The Insas figures are as follows;
1. Insas net cash is rm 1.26 per share
2. insas net cash equivalent per share Rm 1.40
3. Insas nta per share is Rm 3.56
4. Insas RNAV per share after taken account of Inari & M&A is Rm 7.00 per share
5. Insas RNAV per share after taken account of its properties value Rm 9.00 per share.
6. Insas eps Rm 0.19 share.
7. Insas cash generation per share Rm 0.22
8. Insas div per share Rm 0.025
9. Insas Nta growth per share (base buffet measurement of growth} Rm 0.22 pa.

a.Notice that insas net cash equivalent of rm 1.40 exceed share price, that means u can buy whole insas & still collect additional Rm 0.19 cash per share on top of whole company.
b. Based on NTA without any revaluation insas is worth Rm 3.56 per share.
c. If u factor in Inari & M&A hidden reserve plus insas NTA , u will get Rm 7.00 per share.
d. If u factor in { item c } plus other assets & revise property undervalue u get Rm 9.00 a share
5. Insas PE is 6.4x.
6. Insas cash generation per share is rm 0.22 giving u a yield of 18% pa.
7. Insas div yield is rm 0.025 per share or 2.1% pa.
8. Insas growth rate pa is 18%. Note this very powerful factor as insas cash generation is 18% pa and growth rate is 18% pa, that means all insas growth is back up by cash generation equivalent, this is a very powerful factor to the sustainability of cash flow and growth rate.

Conclusion: Having gone thru the financial strength of insas, can u find any other stocks more powerful than insas fundamentally at the current share price leh ?
The answer is none loh!

Thus with insas so attractive fundamentally why should u sell insas & look to buy other stocks leh ?
U should be buying more insas right now bcos of very big margin of safety loh!
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This Insas promoter is really unscrupulous person, promote Insas day and night in I3.
What happen to the share price of Insas now ?
What happen to the share price of YTLPower ?
Do not over promote your stock at the expense of others.
We are smart investors, we know the good stock to buy.

Normally, I do not want to attack any person in I3, I will break the rule today.
Thank you.

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2024-02-27 10:17 | Report Abuse

YTL Corp Bhd and YTL Power International Bhd have made it to the MSCI Malaysia Index, with effect from February 29 2024.

I believe the big seller at 4.20 is blocked by foreign funds to buy YTLPower shares.
Do you believe my assumption ?
Let us wait and see the final outcome on 29/2/2024.
Thank you.

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2024-02-26 13:02 | Report Abuse

Dear all valued readers in this forum,

I recommended YTLPower at 1.10 in I3.
I invested in a big way at 1.10 in my portfolio.
I made a very big profit in this stock.
I recommended YTLPower in this forum at 1.10.
I still recommend YTLPower in this forum until the share price hits 2.40.
I did not recommend a buy on YTLPower after the share price crossed 2.40.
I keep silent on this stock because my target price at that time is only 2.90.
I still keep YTLPower shares in my portfolio.

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 10 billion only in FY 2025 (after June 2024)
Capex = RM 10 billion
Revenue = RM 2.0 billion (20% of Capex)
EBITDA margin 50% = RM 1.0 billion
PAT = 720 million (Assuming 28% tax)
Additional EPS = 0.088 in FY 2025
I believe EPS for FY 2025 is 0.51 
If PER = 15, Target price = 7.65 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 0.51.
Based on PER=15, the target price = 7.65 in 2024 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 9.18 after July 2024 till June 2025.
Based on the present price of YTLPower at 4.02, the potential gain is 128% 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 7.65 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.
Thank you.

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2024-02-23 17:01 | Report Abuse

YTLPower will never disappoint you all the time.
You need to buy low and sell high to make profit instead of coming over here to talk nonsense.
No need shooting star knowledge, head and shoulder chart pattern and etc.
Stop telling lies and bullshit, you should perform well in this stock.
Good luck.
Thank you.