Thank you Dragon328.

@pang72
Ya, i still thinking to re-enter YTLP, still thinking without any action yet.

@pang72, i3 management is doing something to keep YTLP forum peace, the argument is going lesser and lesser, so no worry.

im already switching all my fund from YTLP to bank stocks a few months ago.
Actually im quite AmDui because i miss the boat of RM4 and RM5.

And YTLP is back to my radar screen again.

Walking with turtle really need lots of patience.
Every single cent forward, take a lots of effort.

Go go tiger, keep going.

Come come sotong, come to RM8.4 here, don't stay at 8.3x.

As you said, CIMB nature like rabbit, always trade in high BETA. i have no surprise for CIMB break RM9 sooner or later.

But, as a turtle nature like RHB, this is already surprise me.

Haha, it turns out that RHB can also keep increase the share price by a few cents for days.

@ks55
Mr. ks55, Noted.

haha, thanks for your invitation.
Im in Sarawak, kuat jauh...
Hope you earn money kaw kaw.

Don’t know why this fellow @ks55SioKanjeffreyBOR keep cursing people?
Are you losing money or what? Why so bad mood?
Relax la.

和气生财。

ok, noted, miss understanding.

和气生财

呵呵，落水狗.

See, keep attacking people.

Don't pretend like you know everything.

Why keep attack people? Bad mood?
Relax la.

Walau Feb post. Now already Sept o, my friend.
Why just quote Feb? How about earlier post or later post?

Ya, you could probably correct for once or twice.

But, i invest YTLP start from RM1.5, and the price down to the lowest 0.5X, im still there.

And, finally miracle happen.

When price break RM0.70, someone is already there giving warning signal of high price.
Same thing happen again and again, when price break RM1,2,3,4,5.

Of course the no share price will keep increasing.
For those who keep calling for high price will eventually hit jackpot.

That why you could said please refer to my FEB post.

呵呵，how do you know which price can consider "high price"?
You could said that just because the current price is lower.

What if, the current price shoot to RM6?
What would you said then?
No one EXACTLY know where is high price, and which is lowest price.
So, please don't act or pretend like you do.
Or your are exceptional? Then i apology to you.

Im here is looking for good input or contribute good input, so, please stop for quarrel here and there, or cursing here and there.

All the best.

INVESTORS, [2024-08-30 7:42 PM]
Most Attractive location in JB
Several factors make Malaysia an attractive location for data centre operators.
“The electricity tariffs here are among the lowest in Asean,” says Khong.
“For example, the average electric tariff in Thailand and Singapore
are now well priced at 51 sen per kWh (THB3.99) and RM1.11 per kWh (S$0.3247) respectively.
In comparison, Malaysia charges 33.7 sen per kWh and 20.2 sen per kWh
during peak and off-peak periods, respectively, for high-voltage industrial usage,” he adds.

@PureBULL
Thanks for the input

Walau，连核电能源都出现liao，这个论坛越来越有意思。

波动，才有赚亏。
波动，才有输赢。

为何起？为何落？任何人都可以发表自己的看法，分析，推测，只要不扭曲事实。

何必攻击来攻击去？
不落井下石，好事来的。

这一波下跌，已经累计了不少伤心人。
谢谢大家高抬贵手，免了第二次伤害。

Stay strong YTLP, All the best.

Maybe this will be good for this COMM to learn something.

Don't know how many B already wasted by this COMM.
Haiz.

Even 1 red flag also feel malas.

no panic sell, where got lower buy?
no lower buy, where got higher sell?
no higher sell, where got profit?

See, ikan bilis like us, we need to have our own investment strategy.
Don’t let others easily influence our emotions and make hasty decisions that we will regret.

Those shortist maybe are busing selling their share which collected from you during your panic sell.

@Mr.OTB
All the best.
Hope all of traders here laugh all the way to the bank.

@UlarSawa
Oic, now i understood liao.

All the best.

@Felix1510FamilyNews
Yala, yala die la. As your wish la, happy liao?
Haha.

@ Mr. OTB
I feel sorry if my post do hurt your feeling. Sorry for that.

@UlarSawa
Yaya, you deserve become the king of post. So, no need for you to bother me who only post very few hundred post here.

But, if you don't kisah whether i flag you or not, than, why quote my post previously?
Correct?



You didnt flag pun ular tak kisah mah. Ular kisah the one flag ular leh. Still having war with the itchy hand one leh. Look like ular no of post still ada increased leh. Takda kurang ao many leh. Haiyoh. Correct?

There are two major group of people here.

Those looking for long, hope that they can sell of the share at a better price.
Those looking for short, hope that they can buy back the share at lower price.
And maybe, there is one person posting both long and short comments, through multiple different ID, who knows.

Everyone looks out for their own interests, otherwise, why spend so much time here? There must be something they want here. I myself also make comments based on my own benefits. No angels, no demons, just opportunism, except Drogon328. We should not expect others to take care of our benefits.

@UlarSawa
Haha, i didnt flag you la, even one flag also feel malas.
Im just a tiny ikan bilis, who dare to flag you.
Correct?

no eyes see.

Waseh, I'm really salute all of you guys here, still keep arguing with non stop.

After 2 months, Tengku zaiful twitter confirm that：
The supercomputer will be ready in mid of June. The progress still in line.
The first phase of installation cost will be Rm4.3b.
Part of the usage of this AI DC is already planned.

It should be no worry that, Nvidia is the smartest in running DC.
Nvidia could generate tons of profit in US, why not in Kulai?

Hiaz... red red red again.
Yesterday contra still bleeding a few hunderds...
Start looking for fresh cash somewhere...

@Mabel
FAANG is an acronym that stands for five major, highly successful US tech companies:
• Facebook (now known as Meta)
• Amazon
• Apple
• Netflix
• Google (now part of Alphabet)

Maybe its time to change the FAANG to MaaNa... our daily need.

数据中心的竞争是异常激烈，这是正常的，也是免不了的。做生意本来就是要预备心面对激烈的竞争。

好是好在，YTLP老早就已经低调地部署所需要的一切，包括客户的来源。

就在DC还未开幕之前，就已经有客户预定了DC服务，并成为DC的核心客户。

我相信，AI服务也会是类似情况。
若是已经有客户排队要预定古来的AI服务，也并不稀奇。

2021年，我读了YTLP最新的收购新加坡数据中心的报道（YTL Power acquires 12.5MW green hyperscale data centre in Singapore
），里面提到这是YTLP迈向DC区域化的第一步。当时候我想，难道YTLP想要在东南亚各国收购或建设DC来达成这个目标？

经过古来土地的收购，500MW的DC，加上去年8/12/2023宣布的于Nvidia合作，才知道，原来，成为东南亚区域的数据中心，是可以透过云端服务来达成，不需要在各国插旗。

这个雄心，已经在多年前，就已经开始部署，而且是有策略、前进式地部署。这也是我长期成为YTLP股东的原因之一。

@EngineeringProfit
Ya, all counter needs sharks to push or press the price.
Im lucky today, because i just complete a contra and earn 1.6K.
Hope all the best for you.

@Ks55 you are absolutely right, thanks for providing the data and fact.

That's why YTLP need Nvidia.
With partnership with Nvidia, could secure the prospect of Kulai AI DC.

I dont know how much Microsoft and other high tech big player earn from DC in US, but i do know Nvidia earn tons of money from its DC, and the profit keep rising. In US, Nvidia DC could generate lots of profit, why? Key point is software. 在美国，DC早就打到乱.

You can build as many as DC you can, but, how about the software to produce AI? Most of them still rely on Nvidia's software.

Again, YTLP good in management, good in maintenance, and YTLP got land, got own power, got Ranhill, got the support from Johor Royal family, and the main advantage is PARTNERSHIP with Nvidia ....YTLP DC could face those competitors.

我不认为YTLP会透过AI DC获取类似Nvidia的76%的profit margin。
我认为Nvidia会在Kulai的AI DC获得类似76%的profit margin。
我认为YTLP会在Kulai的AI DC获得对公共服务来说，算是超高的profit margin。

能确认的是：
YTLP和Nvidia有合作的关系。
Nvidia会提供顶级的硬件和软件。
Ai需要两类的软件，AI Training以及AI inference。
Nvidia的cuda主导了AI Training。
Nvidia的AI inference比较弱势。不过随着开发团队不断努力，已经迎头赶上了。所以，Nvidia可以提供全套的AI硬件以及软件。

能确认的是：
Nvidia的数据中心，盈利在刚刚公布的季报，大幅度上升。

能确认的是，Nvidia的硬体供应，自去年年尾，就已经处在历史上最供不应求的时期。

以下是我的推论：
在最供不应求的时期，为何Nvidia还答应供应硬体给YTLP？一个远在东南亚的小公司（对Nvidia来说）。所以，我觉得YTLP和Nvidia之间的合作，不会是纯粹的售卖关系。

以上我提到，Nvidia的数据中心的盈利暴涨。从这一点推论出来，Nvidia从数据中心赚了大巴大巴的钞票。

假如，Nvidia想要扩张它的版图到东南亚来，他需要数据中心。刚刚好，YTLP符合了他的要求，所以，YTLP提供数据中心（utilities方面，这是YTLP的专业），让Nvidia可以提供Ai training 以及 AI inference的服务给东南亚的客户。

搞好了之间的利害关系之后，我们来看，谁付昂贵的硬体费用？
可以是YTLP付。
也可以是物物交换。类似YTLP透过提供数据中心给Nvidia，来抵消硬体的费用。我觉得，这对双方都带来最大的利益。YTLP乖乖地做好utilities的本分，Nvidia在Kulai AI DC提供云端计算服务，来服务他在东南亚的顾客，以及潜在顾客。

@Ks55
Why not you just TRUST the YTLP management, through buy some share and hold? i dont know when you start monitoring this counter?

I do know some of us here, they monitoring this counter since the share price is 1.XX.
They keep on query and quarrel.
Until the share price surge to 4.XX, they still non stop behave like before.
They already here, and they know what happened here, our Mr Dragon328 share tons of fact and numbers, they just simply ignore and focus on quarrel here quarrel there.

Tak Sayang ka, from 1.XX to 4.XX and get nothing?

@Ks55
1. Is there any MOU signed with Nvidia?
No press release stated at the moment, i think as a outsider like us, there is no way for us to know there is any MOU or not? The answer could be YES or maybe NO. But YTLP management pretty sure about what actually happened between YTLP and Nvidia. So, we can just patiently wait, and the time surely will tell.

2. Press release is not a legal document. Cannot compare with even MOU, Letter of Intent and mere words.
Totally agreed.

3. No mention about the investment in latest QR report on 22 Feb 2024 after more than 2 months and 14 days.
Even the later deal like the PS Hydrogen power plant is reported in latest QR, i think the management purposely not to publish.

4. How is Nvidia involved in the project? Merely supplying the AI Chips and software? Not contributing any capital?
im alse looking for this answer.

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

YTLP的DC融资，主要来自我国的马银行的绿色融资。

YTLP能买下新加坡Tuaspirng的发电站，也是从主要债主马银行手中买下的。

YTLP和马银行的关系，是蛮密切的。

至于最新的AI DC的融资，我也是在寻求答案中。YTLP在这方面都没有什么细节的公布。不过，时机一到，肯定会向大家交代的。

张忠谋:AI需求不是几千万片产能 “是要更多晶圆厂”
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E5%BC%A0%E5%BF%A0%E8%B0%8Bai%E9%9C%80%E6%B1%82%E4%B8%8D%E6%98%AF%E5%87%A0%E5%8D%83%E4%B8%87%E7%89%87%E4%BA%A7%E8%83%BD-%E2%80%9C%E6%98%AF%E8%A6%81%E6%9B%B4%E5%A4%9A%E6%99%B6%E5%9C%86%E5%8E%82%E2%80%9D

台积电熊本厂“24小时施工”不夜城 3件事赢过美国厂
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E5%8F%B0%E7%A7%AF%E7%94%B5%E7%86%8A%E6%9C%AC%E5%8E%82%E2%80%9C24%E5%B0%8F%E6%97%B6%E6%96%BD%E5%B7%A5%E2%80%9D%E4%B8%8D%E5%A4%9C%E5%9F%8E-3%E4%BB%B6%E4%BA%8B%E8%B5%A2%E8%BF%87%E7%BE%8E%E5%9B%BD%E5%8E%82



当AI持续火红的时候，提供AI DC服务的商家，是可以从中受惠的，因为蛋糕是持续扩大。当整体蛋糕扩大后，能分到的蛋糕肯定更大。

当然，提供云端服务的商家譬如YTLP不会直接、立即受惠，但肯定的是，间接或稍后受惠是肯定有的。

当YTLP管理层积极努力开发DC以及AI DC的时候，盈利的把握应该蛮高。期待FY 2025。

@probability.
it is written by me, based on the news i read before and added with my own prediction.

Nvidia因为美国政府的打压，导致只能出口比较低规格的晶片到中国，导致来自中国的收入，大幅度下跌。
中国对顶级规格的晶片的需求量又那么的庞大，这会不会间接造成中国转到其他地方（譬如大马的古来？）的云端服务，来获得所需的AI计算能力呢？

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

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

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

期待FY 2025。

2QFY24 (22/2/2024)
1. 新加坡业务维持赚幅，这是好现象。未来两季，赚幅会更高，因为气候越来越炎热，五月是高峰。
2. 英国业务亏损扩大，这带来失望。亏损的情况下，弱势马币会加剧亏损。
3. YES一样继续维持没恶化的亏损。
4. 约旦业务及其他投资，持续提供期待中的盈利。
5.以上的业务，在未来两季，基本上，变化不会太大，很大的几率会维持类似的EPS。全年40仙，是有望达到。
6. TOTAL LIABILITIES: increase from 40,405,131k to 42,127,824k
7. Cash and cash equivalents: improve from 8,140,521k to 9,534,018
8. There was no dividend paid during the current financial quarter. (so sad again)
9. 不过，故事还有进一步的发展。股价要继续突破Rm4（PE 10来算），则需要DC（预计四月头开幕）以及AI（预计7月头开幕）的贡献。