Posted by KingKKK > 2024-02-23 09:08 | Report Abuse

YTL & YTLPOWR: A Powerhouse Performance - Is This Stock a Must-Have in Your Portfolio?

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-23-story-h-188243311-YTL_YTLPOWR_A_Powerhouse_Performance_Is_This_Stock_a_Must_Have_in_Your_

Posted by Goldberg > 2024-02-23 09:37 | Report Abuse

Extract from Dragons Analysis moving forward for the YTL Group.

Multiple Re-rating Factors for YTL Group of Companies -
-------------------------------------------------------
Despite the latest strong quarterly results and recent stellar share price rally, there are still multiple re-rating factors for YTL group of companies in coming quarters:

A whopping 20 factors , here you go.

1-Continued strong earnings from PowerSeraya contributing >RM700 million net profit every quarter to YTL Power
2-Potential listing of PowerSeraya on SGX, which may potentially fetch a valuation of SGD 8.0 billion
3-Strong rebounds in Wessex earnings after interest rate hike cycle in the UK ends, high inflation starts to cool off and water tariff hike from 1st April 2024
4-Potential listing of Wessex Waters in in 2025-2026 which may fetch a valuation of over RM20 billion
5-Favourable outcome from the international arbitration on Jordan power venture which will enable it to fully realise PPA earnings and shareholders’ loan interest income of RM500-600 million a year
6-Maiden earnings contribution from the first phase of green data centre project with SEA Group from Q3-Q4 FY2024
7-Maiden earnings contribution from the first phase of AI data centre project in collaboration with Nvidia from mid 2024
8-Maiden earnings contribution from the digital bank venture from 2025
9-Potential turnaround of Yes 5G business as early as Q3 FY2024 and decent profit contribution of RM260 million and operating cashflows topping RM1.0 billion a year from 2024 after it secures another 1.0 million 5G subscribers
10-Financial close for the Waste-to-Energy (WTE) power plant project in Rawang
11-Potential securing some of the RE power export to Singapore from 2025-2026
12-Successful commissioning of the new 600MW hydrogen-ready CCGT by PowerSeraya and new profit contribution from this new unit of at least SGD200 million a year from 2028
13-Continued strong earnings and dividend payouts from MCement
14-Potential placement of MCement shares to strategic investors at over RM5.00 per share to improve public spread (YTL owns 78.6%) and to realise cash for YTL
15-Rolling out of mega infrastructure projects in Malaysia and new Indonesia capital city development in Nusantara to boost cement demand
16-Strong rebounds in YTL shopping malls and hotels business division
17-Strong dividend payouts from YTL Power (15-18 sen) and YTL (9.5 sen) from FY2024
18-Potential clinching of MRT3 package by YTL construction arm
19-Potential revival of KL-Singapore High Speed Rail (HSR) project
20-Potential monetisation of assets by YTL – injection of unlisted hotels and shopping malls into the REIT, monetisation of some landbank at Niseko Japan, potential listing of Japan Niseko assets on Japan stock exchange, potential disposal of peripheral assets and land parcels etc.

Posted by Agjl > 2024-02-23 09:51 | Report Abuse

Today is mothers’ day

Posted by Agjl > 2024-02-23 09:51 | Report Abuse

Ytlp’s mother’s day. 😊

Posted by paktua73 > 2024-02-23 09:56 |

Post removed.Why?

Posted by dragon328 > 2024-02-23 09:58 | Report Abuse

Indeed, YTL Corp's results surprised on the upside, with better than expected earnings from cement and hotels divisions.

But YTL Power earnings are also better than most analysts' expectation, with continued strong earnings from PowerSeraya plus the wild card in AI data centre business. Some analysts forecase net profit contribution of up to RM1.2 billion a year from data centres to YTLP every year from 2026

Posted by Agjl > 2024-02-23 10:00 | Report Abuse

Paktua…your exit may be a tad too early….cimb TP RM3. Read the report. All segments fire up all cylinders. Atta power cobtribution

Posted by rr88 > 2024-02-23 10:32 | Report Abuse

Another one of those take a position, pump n dump intraday. The drop will be delayed a week or two.

Posted by sasword > 2024-02-23 10:48 |

Post removed.Why?

Posted by AlphaCapX > 2024-02-23 11:34 | Report Abuse

Easily RM2.50 stabilization price whereby the PE is still low. A conglomerate discount is normal but i see it trending to at least RM3 in the near term.

Posted by cwc1981 > 2024-02-23 13:38 | Report Abuse

Dont forget YTL corp hasa a prime land in Japan

Posted by paktua73 > 2024-02-23 14:27 |

Post removed.Why?

Posted by Jackynck > 2024-02-23 14:44 | Report Abuse

paktua memang expert main ya~~ hahaha

Posted by MrFox > 2024-02-23 14:50 | Report Abuse

Jackynck

paktua memang expert main ya~~ hahaha

haiyoh! lu tak tau ? betapa panjang dia punya!!!
haha

Posted by facsc118 > 2024-02-23 14:51 | Report Abuse

2.42 already

Posted by facsc118 > 2024-02-23 14:51 | Report Abuse

where is those say drop drop drop

Posted by paktua73 > 2024-02-23 14:55 |

Post removed.Why?

Posted by KLV868 > 2024-02-23 14:57 | Report Abuse

Dear Dragon328, your unwavering support continues to fuel the flames of my wild dreams. Once again, your latest write-up has propelled me to reach even greater and more audacious heights in my aspirations. I sincerely appreciate your dedication to keeping the flame of my dreams alive and being an ardent fan of YTL's companies. Thank you for inspiring me to dream bigger.

Posted by facsc118 > 2024-02-23 14:58 | Report Abuse

Dun worry ....i can hold ep 0.50

Posted by Yezzy99108 > 2024-02-23 15:03 | Report Abuse

pity the retailers who have weak knees and their losses is the big funds gain past few days. Patience is key for compounding profits.

Posted by Plantermen > 2024-02-23 15:05 | Report Abuse

YTL or YTLP power up rally not by retail investor but by foreign funds holding a long term view on YTL group. Group earnings in SGD or USD. Only 10% in MYR. Look at the core business structure. Partner with Nvidea on the A1 smart data centre. Whenever there is a price retracement at 2.15 - 2.20 smart money will accumulate.

Posted by Ravi Kumar > 2024-02-23 15:07 | Report Abuse

niceeee

Posted by OnTime > 2024-02-23 15:08 | Report Abuse

phew, felt so much better today!

Posted by MrFox > 2024-02-23 15:10 | Report Abuse

Posted by OnTime > 1 minute ago | Report Abuse

phew, felt so much better today!

you feel much better because you get free supply of ahmoing??!!!
haha

Posted by xuxu > 2024-02-23 15:15 | Report Abuse

hehe rr88 talking 10 counter sure kena 1, he became sinkalan in YTL

Posted by paktua73 > 2024-02-23 15:20 |

Post removed.Why?

Posted by probability > 2024-02-23 15:26 | Report Abuse

YTL is performing like NVIDIA yesterday...

Posted by paktua73 > 2024-02-23 15:33 |

Post removed.Why?

Posted by facsc118 > 2024-02-23 15:34 | Report Abuse

2.45

Posted by sasword > 2024-02-23 15:35 | Report Abuse

obviously last pump and dump stage where black money all flows out as big ass sharks are dumping all the shares to water fish

Posted by MrFox > 2024-02-23 15:38 | Report Abuse

yaloh! we must share this ahmoi!!!!
haha

Posted by Yezzy99108 > 2024-02-23 15:39 | Report Abuse

hahahaha thats what u like to think. Don't fight the trend. Sharks, big local & foreign fund, retailers, water fishes & anchovices (everyone who understand fundamentals) are pushing up

Posted by xuxu > 2024-02-23 15:40 | Report Abuse

All good all huat hehe

Posted by sasword > 2024-02-23 15:41 |

Post removed.Why?

Posted by Ravi Kumar > 2024-02-23 15:43 | Report Abuse

Someone really looking like a BODOH but then again memang BODOH pun

Posted by paktua73 > 2024-02-23 15:49 |

Post removed.Why?

Posted by rr88 > 2024-02-23 16:01 | Report Abuse

A MIS-GUIDED PERCEPTION OF SPECULATIVE TRADING
Ytlpower earning has peaked out in aug last yr n starts to come down. Going forward ytl earning will come down due to lower contribution from ytlpower. This feel good factor is misplaced. Share price will go back to 2.15 where it was about to go down last few days, and drop to 1.80. And all you speculators will lose 60 cents a piece, some time in march.

Posted by Givemetips > 2024-02-23 16:02 | Report Abuse

Shit forgot to change my order and sold at 2.35... T.T

Posted by Jonathan Keung > 2024-02-23 16:11 | Report Abuse

All the sour grapes will keep on telling their grand mother stories without any related data, facts or figures that market will come down . Look at how US market breached the 39,000 mark. Coconut brains have asking people to sell YTL when the price was at 1.40 , again telling the same old story when YTL touch 2.00 price range. Same old words when YTL hit 2.30 . Making loud noise when YTL after market retrace back after hitting 2.50.

Posted by Ravi Kumar > 2024-02-23 16:13 | Report Abuse

Sorry I was really BODOH because BODOH. Many times a loser and liar

Posted by Ravi Kumar > 2024-02-23 16:14 | Report Abuse

Watch my foot la ha3 lol

Posted by icecool > 2024-02-23 16:15 | Report Abuse

rr88 wrong so badly he got no where to hide his face hahaha

Posted by KLV868 > 2024-02-23 16:26 | Report Abuse

I am delighted to have witnessed the miraculous comeback of YTL's companies, where my wild ambitious dreams have become a reality.

Regardless of the fluctuating prices, what I am seeing now is undeniably real.

Posted by paktua73 > 2024-02-23 16:27 |

Post removed.Why?

Posted by Abcdefg123456789 > 2024-02-23 16:41 | Report Abuse

Rr88 never correct Toxic rr88

Posted by paktua73 > 2024-02-23 16:43 |

Post removed.Why?

Posted by paktua73 > 2024-02-23 16:55 |

Post removed.Why?

Posted by kyzertai > 2024-02-23 16:56 | Report Abuse

I have handsome profit from ytl today . Can anyone suggest next counter that likely have positive QR report and price still consider low ?

Posted by MrFox > 2024-02-23 16:58 | Report Abuse

enjoy your handsome profit go ahmoing first!!!!!
haha

Posted by cwc1981 > 2024-02-23 17:55 | Report Abuse

Vincent nowhere near la