Posted by Johnchew5 > 2024-05-09 07:41 |

Post removed.Why?

Posted by Johnchew5 > 2024-05-09 07:50 |

Post removed.Why?

Posted by Johnchew5 > 2024-05-09 08:29 |

Post removed.Why?

Posted by OTB > 2024-05-09 09:18 | Report Abuse

YTLPower will perform well in May 2024 if the following events happen in May 2024.

1.) Q3 2024 result must be very good. I believe it will.
2.) Give out good dividend as promised by TS Francis Yeoh.
3.) Announcement from Nvidia, the timing to take up 100 MW data centers in Kulai.
4.) Announcement from other high tech stocks in the US to take up the data centers in Kulai.
5.) The best is a partnership between Nvidia and other high tech stocks in the US to use this data center of YTLPower as a AI or cloud Hubs for SEA.
Good luck.

My 2 cents opinion only.
Thank you.

Posted by Mabel > 2024-05-09 09:20 | Report Abuse

Meow Meow Meow OTB...

Now we back to RM 5.02...

Posted by CIO888 > 2024-05-09 09:24 | Report Abuse

Hi, Mr. Ooi, how about Ranhill? You posted the following:

I think it is a good news for YTLPower.
YTLPower has water, green RE, land and data center in Kulai, Johor.
Good foresight by YTLPower management.

Posted by OTB > 2024-05-09 09:29 | Report Abuse

Posted by CIO888 > 2 minutes ago | Report Abuse

Hi, Mr. Ooi, how about Ranhill? You posted the following:

I think it is a good news for YTLPower.
YTLPower has water, green RE, land and data center in Kulai, Johor.
Good foresight by YTLPower management.
--------------------
I am so sorry, I do not do any research on Ranhill.
Hence I cannot comment.
I focus on YTLPower only.
Thank you.

Posted by dragon328 > 2024-05-09 09:33 | Report Abuse

@Raymond, what you said about solar power up there is right to some extent. Solar power generation is intermittent and in Malaysia solar panels generate electricity for about 4 hours a day, so it cannot replace gas or coal-fired power plants entirely, unless you have massive battery or other forms of energy storage.

But if you calculate the levelised cost of generation, solar power has become much cheaper than gas or even coal-fired power at current prices. Based on LSS4 bid results, the winning bids show that solar projects can provide decent returns at just RM0.22/kWh.

In comparison, at current crude oil prices of about USD80/bbl and current LNG prices, an efficient F-class CCGT has a generation cost of US$9.82/mmbtu /1.05506 GJ/mmbtu x 3600/50% GJ/GWh = USc 6.7/kWh or RM0.317/kWh.

CCGT generating cost was almost double last year when LNG spot prices went up to as high as US$18.30/mmbtu.

LSS4 bids were based on solar panel prices of around US$700/kWp then, now solar panel prices have dropped by almost 80% to US$120-150/kWp. So the levelised cost of generation for solar power will drop from RM0.22/kWh to below RM0.20/kWh.

As for rooftop solar panel installation, it has been selling like hot cakes among industrial factories and commercial buildings like shopping malls, as the payback period is as short as just 3 years, with the green tax allowance. For residential houses, the payback is about 6-7 years without the green tax allowance. I know this well as I was selling solar power solutions to industrial factories before. And the quota allocated by the government every year was snapped up within months by factories that consume a lot of electricity.

Posted by Johnchew5 > 2024-05-09 09:36 |

Post removed.Why?

Posted by CapitalCraftsman > 2024-05-09 09:41 | Report Abuse

Powerful YTL Power !!! It's gonna fly through RM5 soon

Posted by redhotpepper > 2024-05-09 09:42 | Report Abuse

Eh still below 5, anything not right ?

Posted by cktay > 2024-05-09 09:58 | Report Abuse

https://www.nytimes.com/interactive/2024/05/07/climate/battery-electricity-solar-california-texas.html
Giant Batteries Are Transforming the Way the U.S. Uses Electricity
Look at the graphs between 2021 and 2024. I too was surprised by the amount of energy stored in large scale batteries
I believe YTLPower is also looking into power storage

Posted by cktay > 2024-05-09 10:22 | Report Abuse

Not sure you all have forgotten …
YTL Power’s Singapore unit commissioned to build hydrogen-ready power plant worth S$800m
https://theedgemalaysia.com/node/698982
And the Green (not grey) hydrogen is going to come from Sarawak because Sarawak will have excess green hydrogen so much so they will be exporting to Japan
https://energynews.biz/sarawak-powers-green-hydrogen-future-with-japanese-collaboration/
Hahaha, reminds me of PMetal from 50s to RM7 between 2017 to 2022 a factor of 14x

Posted by dragon328 > 2024-05-09 11:11 | Report Abuse

@cktay, yes when the green hydrogen production technology matures in the next 10 years or so, the cost of producing green hydrogen will be lower than LNG, and PowerSeraya will be able to reap the tremendous benefits of the cost advantage.

Just for simulation, if cost of green hydrogen becomes 10% cheaper than LNG in Singapore, then PowerSeraya's new 600MW hydrogen-ready CCGT will be able to generate additional profits of SGD37 million a year.

Posted by William Wang > 2024-05-09 11:58 | Report Abuse

Hi everyone.. know about a bit of hydrogen as sustainable energy in contemplation by a lot of people esp. the japanese.. but to my knowledge the loses in converting from water and back to usable energy is huge.. in electrolysis up to 20% of the energy can be lost, plus compression, another 10%, then back to usable energy, maybe another 20% lost.. to store green energy, there are many more efficient ways.

My appreciation to dragon in this forum, his contribution on ytlp is very valuable

Posted by HumptyDumpty > 2024-05-09 12:12 | Report Abuse

@raymond that's supplying to grid is a bigger problem (frequency modulation, peak hour cycle, weather conditions) , if direct from source , DC , then it might be more efficient. Just a thought.
Land size might be the direct problem
Therefore, to generate 500 MW of power using solar panels with an average conversion efficiency of 18% and an average solar irradiance of 1,000 W/m², you would need approximately 2,777,777 square meters (or 2.78 square kilometers) of solar panel area.

Posted by OTB > 2024-05-09 12:36 | Report Abuse

Posted by Thirai Thiraviam > 1 day ago | Report Abuse

quote TTB saying, that “I expect the KLCI to rise to 2,500 to 3,000 over the next 3 – 5 years.” What is the basis for this increase?
------------------------------
The highest point of Jakarta Composite index (JKSE) was at 743 in 1993, the present JKSE is at 7,134.72 on 3/5/2024, an increase of 6,392 points or 860% in the last 30 years.

The highest point of FBMKLCI was at 1,332 in 1994, the present FBMKLCI closed at 1,605 on 8/5/2024, an increase of 273 points or 20.5% in the last 30 years.

KLSE stock market is still far ... far ... worse than other stock markets in the last 30 years.

Even if 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.

FBMKLCI has crossed 1,600, I believe KLSE is in a bull market.
The next resistance to cross is 1,700.
Can move up to 1,700 in 2024 ?
I believe it is possible. All depend on the share price of YTLPower, YTL and Tenaga.

My 2 cents comment.
Thank you.

Posted by dragon328 > 2024-05-09 12:48 | Report Abuse

@William Wang, thanks for the inputs. Ya we are looking at easily 30% to 50% energy loss in extracting hydrogen out of water in electrolyzers, in compression, in storage and transportation. If the green hydrogen is produced with solar energy, then the cost of producing green hydrogen may be 50% higher than the levelised cost of solar energy, i,e. up to 150% x RM0.22/kWh = RM0.33/kWh.

When LNG becomes higher than US$9.62/mmbtu, then the cost of generation using green hydrogen may become cheaper than burning LNG in Singapore. That's what everybody in Singapore energy sector including EMA is looking at for next few years.

Posted by cktay > 2024-05-09 13:06 | Report Abuse

The Sarawak project will use hydropower to electrolyze water and produce about 90,000 tons per year of green hydrogen, including 2,000 tons for local consumption. The rest will be converted to methylcyclohexane (MCH), a liquid hydrogen carrier, and exported to Japan. The project site is located at a large petrochemical industrial park with shipping and port facilities.
SEDC Energy will take the lead on power procurement and hydrogen production.

Hydropower dam development plans in Sarawak
https://themalaysianreserve.com/2024/02/27/hydropower-dam-development-plans-in-sarawak/

Posted by Raymond Tiruchelvam > 2024-05-09 15:32 | Report Abuse

thanks for the insights and feedback @dragon328 and @HumptyDumpty ..... solar, GE and green H2 has a long long way to go..... but good news is that all these are increasing the speculation of future earnings and little to do with 2024 or 2025 earnings... and expectation of future earnings is what drives share price.... happy for that... peace

Posted by Mabel > 2024-05-09 18:26 | Report Abuse

Posted by Thirai Thiraviam > 1 day ago | Report Abuse

quote TTB saying, that “I expect the KLCI to rise to 2,500 to 3,000 over the next 3 – 5 years.” What is the basis for this increase?
------------------------------
The highest point of Jakarta Composite index (JKSE) was at 743 in 1993, the present JKSE is at 7,134.72 on 3/5/2024, an increase of 6,392 points or 860% in the last 30 years.

The highest point of FBMKLCI was at 1,332 in 1994, the present FBMKLCI closed at 1,605 on 8/5/2024, an increase of 273 points or 20.5% in the last 30 years.

KLSE stock market is still far ... far ... worse than other stock markets in the last 30 years.

Even if 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.

FBMKLCI has crossed 1,600, I believe KLSE is in a bull market.
The next resistance to cross is 1,700.
Can move up to 1,700 in 2024 ?
I believe it is possible. All depend on the share price of YTLPower, YTL and Tenaga.

My 2 cents comment.
Thank you.
09/05/2024 12:36 PM

Just to add to what OTB shared...

The FKLI Future Index traded higher yesterday in line with our earlier expectation after successfully taking out the major psychological level of 1,600pts yesterday. The gain was backed by an equally bullish reading in the RSI, thus indicating there’s room for further upside, at least in the near term. Mabel expect the uptrend to continue.

Malaysia’s FBM KLCI climbed to a two-year high on Tuesday as gains of consumer and banking stocks extended the benchmark index’ rally to its fourth straight day.

The KLCI rose as much as 12.93 points or 0.8% to 1,610.32, its highest since May 5, 2022. The index closed at 1,605.68, still up 8.29 points or 0.52%, with 24 out of 30 constituents posting gains. The gains also propelled Malaysian stocks’ market capitalisation to RM2 trillion in for the first time ever.

The gains appear sustainable and on track to hit 1,755 by the end of this year, CGS International said. The aggregated 12-month target for the KLCI stands at 1,683 points, Bloomberg data showed.

We continue to advocate paying more attention to domestic-driven sectors, as we feel the domestic economy is picking up with improved growth in both private consumption and gross fixed capital formation, For strategy, Mabel likes banks, construction, utilities, real estate investment trusts, conglomerates and telecoms

To Our Success!

Meow

Posted by Bernard85 > 2024-05-09 19:49 | Report Abuse

Tomorrow YTLpower will break through Rm5 again

Posted by Mabel > 2024-05-09 21:40 | Report Abuse

Meow Benard85...

The Real Trick To Investing Is — Patience.
You need patience to see the stock go to the bottom.
And you need patience to see the stock go to the top.
And you also need patience to see the stock to skyrocket.
And then you also need patience to see your compound dividends coming in every single month or quarterly.

Charlie Munger once said, “The big money doesn’t come from the trading every single day, but from patience of wait-and-do-nothing.”

So, if you want to make big money with patience…

Warren Meow

Posted by MrFox > 2024-05-09 21:44 | Report Abuse

Charlie Munger once said, “The big money doesn’t come from the trading every single day, but from patience of wait-and-do-nothing.”

MrFox once said, “ Yes, the big money doesn’t come from the trading every single day but the big joy comes from the trading every single day to get free ahmoing!!!!”


haha

Posted by Mabel > 2024-05-09 21:52 | Report Abuse

Hihihi Mr Fox is right...

The FKLI Index briefly traded higher yesterday but pared down the earlier gain to close slightly lower as profit taking activity began. Given the RSI line hovered inside overbought territory, profit-taking could morph into a short-term consolidation although the downside will likely be capped as the overall trend remains upward.

Posted by calvintaneng > 2024-05-10 12:15 | Report Abuse

CALVIN TAN SAY, THANK YOU 9 MILLION TIMES FOR 9 MILLION PAGE VIEWS IN i3 INVESTORS' FORUM!"

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-10-story-h-181811054-CALVIN_TAN_SAY_THANK_YOU_9_MILLION_TIMES_FOR_9_MILLION_PAGE_VIEWS_IN_i3

Posted by Mabel > 2024-05-10 12:41 | Report Abuse

Well Done Calvin!

Posted by NatsukoMishima > 2024-05-10 13:17 | Report Abuse

🤣🤣🤣

Posted by Johnchew5 > 2024-05-10 13:57 |

Post removed.Why?

Posted by MrFox > 2024-05-10 15:58 | Report Abuse

It’s going to spurt out soon!!!!!!!!!!!
Whispering words of wisdom!!!!
haha

Posted by HumptyDumpty > 2024-05-10 16:18 | Report Abuse

hmm... miss those shorters.. where did they go .

Posted by Raymond Tiruchelvam > 2024-05-10 16:27 | Report Abuse

so whats happening here.... heavy selling and equally heavy support at 4.96 .... can it sustain? contra players still ON?

Posted by MrFox > 2024-05-10 16:31 | Report Abuse

peace at 4.96/4.97

Posted by 2721 > 2024-05-10 16:43 | Report Abuse

Lets see can close at rm5 or not

Posted by Raymond Tiruchelvam > 2024-05-10 17:27 | Report Abuse

I like whispering words or wisdom from foxie... :) peace

Posted by NatsukoMishima > 2024-05-10 17:54 | Report Abuse

Ytlpower atleast worth rm 12 !
Ranhill rm5

Posted by Agjl > 2024-05-10 19:17 | Report Abuse

https://www.thestar.com.my/business/business-news/2024/05/09/microsoft039s-staggering-investment-a-technological-shot-in-the-arm-for-malaysia

Posted by kytan > 2024-05-11 10:05 | Report Abuse

https://youtu.be/6vNxFPRdrgs?si=FKJ86LcID3LSpUzZ

Posted by cgtan2020 > 2024-05-11 12:23 | Report Abuse

https://theedgemalaysia.com/node/711185

Posted by Mabel > 2024-05-11 19:53 | Report Abuse

AI Growth is Still in the Early Innings...According to a new report by Bloomberg Intelligence, "The generative AI market is poised to explode, growing to $1.3 trillion over the next 10 years from a market size of just $40 billion in 2022.

Growth could expand at a CAGR (Compound Annual Growth Rate) of 42%, driven by training infrastructure in the near-term and gradually shifting to inference devices for large language models, digital ads, specialized software and services in the medium to long term."

AI Requires Data Centers

Data centers are integral to the AI buildout because they yield the computational power and storage necessary for training and deploying large language models like OpenAI and Microsoft's "ChatGPT," and Alphabets "Bard" at scale. Running an LLM requires facilities that house numerous servers and specialized hardware optimized for tasks such as deep learning. Unfortunately, these complex systems require a ton of energy due to their intense processing demands and the persistent need for temperature (cooling) regulation.

Data Centers = "Hockey Stick" Growth Trajectory

....and where does all leads to....Hihihi...

To Our Success !

Meow

Posted by MrFox > 2024-05-11 21:02 | Report Abuse

…. and where does all leads to.???!!!
Aiyoh! Certainly lah leads to YTLP!!!!!!

Whispering words of wisdom!!!!!

haha

Posted by Raymond Tiruchelvam > 2024-05-11 23:35 | Report Abuse

"Tech giants starting to treat Southeast Asia like next big thing", Bloomberg reports
By Olivia Poh & Suvashree Ghosh / Bloomberg 11 May 2024, 12:04 pm....... excerp "Hotspots include Johor Bahru, where Nvidia last year teamed up with a local utility for a plan to build a US$4.3 billion AI data centre park..." hmmmm .... wondering which utility co? hmm... wonder wonder :-) peace

Posted by Apple888 > 2024-05-13 07:30 | Report Abuse

YTL POWER GOGOGO
RM6

Posted by NatsukoMishima > 2024-05-13 08:39 | Report Abuse

Ytlpower TP RM 12
RANHILL TP RM 5
VSTECS TP RM 50

Posted by HumptyDumpty > 2024-05-13 10:58 | Report Abuse

Ohh you guys back, do your best!

Posted by sexy > 2024-05-13 11:22 | Report Abuse

In the realm of dividends, YTL does dwell, A tale of prudence its numbers do tell. With steady streams, like rivers they flow, Rewarding shareholders as they row.

In the ocean of finance, YTL sails true, Balancing dividends with growth anew. Their policy a beacon, guiding the way, To prosperous shores where investors stay.

With each payout, a melody they sing, A symphony of stability, echoing. For shareholders, a song of delight, As YTL charts its course through day and night.

So let us toast to YTL's decree, A dividend policy as steady as the sea. In the world of finance, it stands apart, A testament to YTL's wise heart.

Posted by EngineeringProfit > 2024-05-13 11:24 | Report Abuse

Agree. Sudah kenyang...bye for the moment

Posted by redhotpepper > 2024-05-13 11:24 | Report Abuse

Eh apahal ni? All ok ke? Ytlp still intact ke?

Posted by OTB > 2024-05-13 11:43 | Report Abuse

YTLPower will perform well in May 2024 if the following events happen in May 2024.

1.) Q3 2024 result must be very good. I believe it will.
2.) Give out higher dividend as promised by TS Francis Yeoh.
3.) Announcement from Nvidia, the timing to take up 100 MW data centers in Kulai.
4.) Announcement from other high tech stocks in the US to take up the data centers in Kulai.
5.) The best is a partnership between Nvidia and other high tech stocks in the US to use this data center of YTLPower as AI or cloud hubs for SEA.
Good luck.

My 2 cents opinion only.
Thank you.

Posted by Mabel > 2024-05-13 17:51 | Report Abuse

Meow Meow Meow OTB...

All these are music to Mabel's ears...