Posted by Invest_888 > 2024-02-23 17:53 | Report Abuse

rr88 will comment soon before YTLP share hits RM4.25 next week.

Posted by Ahead1268 > 2024-02-23 18:38 | Report Abuse

I can see the market marker pushing so hard and fast in 30 minutes time. Tough job.

Posted by Mabel > 2024-02-23 21:33 | Report Abuse

How do you make billions in a day? Ask Jensen Huang. The Nvidia (NVDA) CEO saw his net wealth swell by $10B to $69.2B on Thursday after a dizzying post-earnings rally that turned the heads of nearly everyone on Wall Street. Investors were also celebrating in style as Nvidia shares soared 16.4% during the session to a new record high of $785.38, and they even managed to breach the $800 level in premarket trading this morning as the AI darling nears the $2T valuation milestone.

Snapshot: The latest rally resulted in the biggest single-session increase for a U.S. company in history, with Nvidia adding $277B in market value. Putting it in perspective, the increase alone was larger than some of the biggest blue-chip firms, like Coca-Cola (KO). The powerful advance also fueled the 14th record close for the S&P 500 (SP500) in 2024, and with Nvidia skyrocketing nearly 60% this year, it now accounts for more than a quarter of the benchmark S&P's increase YTD. It's also helped put the stock on the radar of broad-market investors and owners of index funds, not just Nvidia's direct shareholders.

Why is it worth so much? Just like any revolution, the companies that stand to make the most money are the ones providing the tools to achieve the transformation, not necessarily the ones that do it. Nvidia (NVDA) is providing the most advanced GPUs needed to power generative AI platforms and the large language models being developed by Big Tech, and holds an estimated 80% share of that market amid demand that has been off the charts. Remember that each of these chips is worth tens of thousands of dollars, and Silicon Valley cannot eat them up fast enough, with plenty of cash to do so.

To Our Success!

Meow Meow Meow

Posted by MOBAjobg > 2024-02-23 22:41 | Report Abuse

Another record breaking day for NVidia stock price and that means YTLp will likely do well next week.

Posted by EngineeringProfit > 2024-02-23 22:54 | Report Abuse

Decent closure for today. Too early to be too optimistic.

Posted by StartOfTheBull > 2024-02-23 22:59 | Report Abuse

It is actually very funny, when the stock went up 6.35% i3Licker becomes very shy to show up again.

Posted by Mabel > 2024-02-24 01:01 | Report Abuse

Haha Nvidia Hit USD 800 tonight...

Next week YTL Power will rocket!

Meow Meow Meow

Posted by Jerichomy > 2024-02-24 01:05 | Report Abuse

Haha

Posted by Jerichomy > 2024-02-24 01:05 |

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Posted by xiaochen > 2024-02-24 09:15 | Report Abuse

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。

Posted by xiaochen > 2024-02-24 09:18 | Report Abuse

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？

Posted by probability > 2024-02-24 09:22 | Report Abuse

well said xiaochen..this is exactly what i predict

Posted by probability > 2024-02-24 09:24 | Report Abuse

is that written by you or an extract from an article? Kindly share the article

Posted by xiaochen > 2024-02-24 10:32 | Report Abuse

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

Posted by KLV868 > 2024-02-24 10:48 | Report Abuse

Good morning! I'm delighted to see so many individuals contributing constructive and positive comments along with thorough research. The comments reflect high integrity, sticking to facts rather than relying on speculative air from the atmosphere.

Thanks all Real Sifus.

Posted by Skyliew1919 > 2024-02-24 11:00 | Report Abuse

Ytlp navidia q4 just will see contribution
So the new high will come next half year
Ytl bet for hrs project and cement price good now

Posted by OTB > 2024-02-24 11:06 |

Post removed.Why?

Posted by EngineeringProfit > 2024-02-24 11:49 | Report Abuse

Control Ur emotion, childish. Let's be objective. Still in the sharks' bull trap zone. Bilises better stay aside and watch first. When clear reversal and bullish run again, then only go in. It's always better be careful than gullible. Childish

Posted by EngineeringProfit > 2024-02-24 12:02 | Report Abuse

Clearly in the danger zone still - for bilises, honestly. Why use h kc and all the terms you would wish for your whole family. Childish

Posted by EngineeringProfit > 2024-02-24 12:38 | Report Abuse

Karma will give you all you wish for others. Childish

Posted by EngineeringProfit > 2024-02-24 13:01 | Report Abuse

What heat?? It's all karma for you

Posted by EngineeringProfit > 2024-02-24 13:04 | Report Abuse

rr88 & me are just boys crying wolf wolf; but it's the sharks' job to push up more long green candles to give clear sign of price trend reversal & then let the remainder bilises earn fat fat

Posted by EngineeringProfit > 2024-02-24 13:36 | Report Abuse

And it's all the scammer cybertrooper gangs's responsibility to generate all the negative karmic forces for themselves

Posted by TanDavid88 > 2024-02-24 14:06 | Report Abuse

Posted by cruger12345 > 23 hours ago | Report Abuse
Seriously what is wrong with these people ... every single counter to them is between Shark and Bilis .... .. it is a 30B cap company .... how are you going to goreng and manipulate the share price ? ... The only reason I can think of is the miss the boat and cry like a whining baby
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All naysayers have no knowledge of investment.
They talk nonsense.
No facts and figures.
Want to show off but no material to show at all.
Say pump and dump, scam others.
When they talk fundamental of the stock ?
No. Talk nonsense only.
When the share price is up, say shark push up.
Same thing, repost again and again.
They are sick, no cure lah.
Listen to them, lose all your money.

Posted by MrFox > 2024-02-24 14:10 | Report Abuse

exactly !!!!
YTLP is REAL!
that is the beauty!!!!
and
they become naysayers because they are envious!!!

Posted by klee > 2024-02-24 14:20 | Report Abuse

Little boys only know pump n dump game eg rr88 n gang.They hv no idea Nvidia went from usd1 to usd 788 in 10 yrs.Hahaha.Why genuine investors have to care lil boys bitc hing?

Posted by klee > 2024-02-24 14:22 | Report Abuse

Jensen Huang's wealth increased usd 10 bil last thurs.What a wonderful pump dump ya...lil boys? Lolz

Posted by klee > 2024-02-24 14:23 | Report Abuse

Belum mature,bulu pun takda lil boys...go suck more mama's milk n grow up.

Posted by EngineeringProfit > 2024-02-24 14:59 | Report Abuse

rr88 & me are just boys crying wolf wolf; but it's the sharks' job to push up more long green candles to give clear sign of price trend reversal & then let the remainder bilises earn fat fat

And it's all the scammer cybertrooper gangs's responsibility to generate all the negative karmic forces for themselves

Posted by klee > 2024-02-24 16:28 | Report Abuse

Engine apanama,you cried ytlp was too high when 223,now you cry it is too high at 403,next you will say it is fairly valued when 6.03...lolz

Posted by klee > 2024-02-24 16:30 | Report Abuse

Ppl like dragon328 researched for days to reach their conclusion.
How many seconds did you take to reach yours?

Posted by PureBULL ... > 2024-02-24 16:34 | Report Abuse

Supply & demand equation works perpetually.

The more naysayers there r in a stock = the more purebullish the stock can ever be!

pmx lectured: u can criticize to ur max but NEVER slander!

ib CIMB just gave the quote for the day:
Weekend Quote:

Profitable trading is less about predicting the market and more about responding to it with a disciplined strategy and a clear risk management plan.

I stare at all GWS for decades.
These r what I discovered:
a. MACD, the most important indicator or device for right timing a stock.
MACD is 88.8% accurate for GWS only.
b. RSI is the most powerful indicator.
Weekly RSI > 56 to 68.8% is preparing to fly
> 68.8% = fast n furious flying journey could start...

genetec kaput after 50 when its weekly RSI < 68.8%.
https://www.tradingview.com/x/6rj28Pv1/

ytlp is so chang.gay n super miang = with
RSI at high of 80s.
https://www.tradingview.com/x/2NO3qsAf/

Posted by MrFox > 2024-02-24 16:43 | Report Abuse

YTLP is REAL!!!!
certainly lah, it will be PureBULLish ...

Posted by Goldberg > 2024-02-24 16:52 | Report Abuse

YTLP is essentially an AI Technology Stock with its collaborative tie up with NVIDIA hence should be accorded with a PE of at least 18x.

YTL to advance AI development in Malaysia in collaboration with NVIDIA-Build supercomputing infra to accelerate progress to becoming an AI nation
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YTL Power International Bhd (YTL) announced , a collaboration with NVIDIA to build AI infrastructure that will bring the fastest supercomputers to Malaysia by the middle of 2024.

Tengku Zafrul said, “We welcome partnerships such as the one between YTL and NVIDIA, exactly the kind of strategic collaborations targeted by our New Industrial Master Plan 2030. By offering supercomputing cloud services and leveraging AI to power innovations, such partnerships enhance our economic complexity, paving the way for us to become a high technology and high-income nation while further positioning Malaysia as a top investment destination.”

YTL will deploy NVIDIA H100 Tensor Core GPUs, which power today’s most advanced AI data centres, and use NVIDIA AI Enterprise software to streamline production AI. NVIDIA AI Enterprise includes NVIDIA NeMo, an end-to-end, cloud-native framework for building, customising, and deploying generative AI models from anywhere.

NVIDIA H100 GPUs deliver industry-leading generative AI and can speed up large language models (LLMs) by an incredible 30X compared with the previous-generation GPUs.

The AI infrastructure will be hosted in the YTL Green Data Center Park in Kulai, Johor, a 500 MW facility developed by YTL that will be uniquely powered by an equivalent amount of on-site solar energy. YTL Communications Sdn Bhd, the telecommunications subsidiary of YTL, will own and manage the AI infrastructure that will provide AI computing services to the nation. YTL Communications owns and operates a national mobile network and was the first to offer 4G and 5G services in the country under its “Yes” brand.

The AI infrastructure will provide the foundation for scientific research and the development of solutions and applications that will accelerate Malaysia’s progress towards becoming an AI nation.

YTL will not only provide green, energy-efficient AI infrastructure to scientists, developers, and startups across the nation, it will also create AI-specific applications and services for its customers. YTL plans to use NVIDIA NeMo to customise and deploy a Malay language foundation model that will be sensitive to Malaysia’s multi-cultural heritage.

This will be the foundation for a digital economy powered by innovative solutions and applications built on our very own sovereign LLM,” said Yeoh Seok Hong, Managing Director of YTL Power International. “This collaboration with NVIDIA is poised to bring many benefits to the nation. Our green data centres and low energy solutions are an ideal fit to be used with their high-performance supercomputers. We are excited to begin this journey to bring our nation to the forefront of AI development.”

“Malaysia is embracing AI to enhance jobs, drive competitiveness, and supercharge innovation,” said Raymond Teh, Senior Vice President of the Asia-Pacific region at NVIDIA. “This collaboration will help deliver advanced AI computing infrastructure to enable Malaysia to build its own LLMs and power the country’s next wave of generative AI applications.”

The YTL Group believes that its experience and expertise in infrastructure development will enable the rapid rollout of AI data centres, with the first phase expected to be operational by mid-2024.

Posted by Jerichomy > 2024-02-24 18:13 |

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Posted by Jerichomy > 2024-02-24 18:15 |

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Posted by Jerichomy > 2024-02-24 18:15 | Report Abuse

HRC is heng yuan

Posted by Jerichomy > 2024-02-24 18:16 |

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Posted by calvintaneng > 2024-02-24 18:18 | Report Abuse

JAYA TIASA (4383) VERSUS YTL POWER (6742) COMPARE & CONTRAST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-24-story-h-187585742-JAYA_TIASA_4383_VERSUS_YTL_POWER_6742_COMPARE_CONTRAST_Calvin_Tan#google_vignette

Posted by Jerichomy > 2024-02-24 18:18 |

Post removed.Why?

Posted by icecool > 2024-02-24 18:50 | Report Abuse

ytlp hot like gloves TP 30, TP 60 and TP 90.
GoGoGo!

Posted by Ravi Kumar > 2024-02-25 08:33 | Report Abuse

You gotta to give that little liar and geng an A** for being bodoh and lacking self awareness and being shameless lol

Posted by xiaochen > 2024-02-25 13:25 | Report Abuse

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。

Posted by xiaochen > 2024-02-25 13:30 | Report Abuse

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。

Posted by ktrader > 2024-02-25 13:39 | Report Abuse

@xiochen, could you give a brief summary of what is written in the nanyang report, tq