Hmmm interesting news for YTL n YTLP - both. will fly like an EAGLE
In the research report update yesterday by Hong Leong, it gave an update on YTL Power's data centre business:
i) YTLDC – a 500MW capacity of green data centre plan over 10 years (depending on demand). We understand the first phase of the planned 48MW DC1 (mainly for Shopee) will begin contributing in 4QFY24. YTLDC has also started construction for DC2 (estimated 100MW) for AI cloud infrastructure (under YTLCom) and is working on next DCs in the pipeline (potentially 100MW each) for potential clients. When the segment matures, the earnings contribution could be in the tune of billions and we do not discount potential monetisation of the assets.
ii) AI-DC – estimated 100MW, collaborating with NVidia for technology and support (under YTLCom). We understand the first stage will be utilizing NVidia’s H100 chipsets and the subsequent stage will be utilizing NVidia recently launched GB200 chipsets. We understand that YTL will be one of first deployment of GB200 globally (given priority by NVidia), thereby resulting strong demand for YTL’s AI infrastructure. Given YTL’s strong balance sheet, we reckon it could become NVidia’s go to partner for ASEAN expansion.
iii) RE ventures – 500MW LSS to support YTLDC’s green powered capacity with further growth opportunities for potential RE export growth. Up to 122.5MW WTE to be co-developed with KDEB.
I just wanna say... its funny that when the stock rockets ppl just come in to say "I told you so". But when it was down in the doldrums 2 weeks ago, everyone senyap only while people like me HODL... I did identify the one or two person who really had substance when they comment. Just have to scroll back past 3 weeks discussions But I also wanna say that naysayers (you guys know who) start popping up talking about benda xde kaitan, then it's an indicator to collect more
Jumping in the bandwagon as YTL is far-sighted already established itself in Japan and listed in Japan stock exchange. Japan is going big on front -end semiconductor and big AI data centre and AI frustrature
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.
Alamak. Too busy look tis morning. Justvtake a look just now at ytl and ytlp,,.they just put a big smile on my face. Thank u ytl. And congrat to all comtafes that we stick together and withstand all the gabbace talks past months. Cheers!
The cheapest Composite Index stocks (YTL & YTLP- in terms of PE Ratio. Just around 10 times- so much room to catch up with the average PE of 15 ( CI 30 counters.).
Coming qtr result to be announced in May. Expect more upside & further upgrades by investment banks. HLIB is the first IB to revise and upgrade their TP price to 3.33
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Eagle77
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Posted by Eagle77 > 2024-04-26 09:56 | Report Abuse
Don’t dream too much during world situation full of uncertainty- WW3 💣💥💥💥