Posted by Raymond Tiruchelvam > 2024-05-19 19:55 | Report Abuse

mix bag of news... but glad to read that wessex could return to the black :)

https://www.businesstoday.com.my/2024/05/17/ytl-powers-euphoria-continues/

Posted by Goldberg > 2024-05-19 20:08 | Report Abuse

@ dragon's comments viz Maybank upgrade of YTLP to RM5. 40.

Maybank research is the latest research house to upgrade YTL Power, raising target price from RM4.00 to RM5.40.

While the analyst considers that PowerSeraya's earnings are peaking in FY2024, he raises PowerSeraya's earnings for FY2025 and FY2026, conceding that the earlier downgrade was premature and PowerSeraya earnings will not drop as drastically as in previous reports.

But he is skeptical of the AI data centre busines, giving little earnings projection to YTL Power.

Yet, he concurs with my earlier view that YTLP's utilities businesses (PowerSeraya, Wessex, Jawa Power, Jordan Power) will be able to sustain a net profit of above RM3.0 billion every year for next 3 years.

Hence, I expect Maybank to upgrade further as YTLP's AI data centre business gains traction in coming months.

Here's another view -

YTL POWER - De-coding DC Earnings with a Revised TP of RM 6.25

Author: AmInvest

Investment Highlights

We maintain BUY on YTL Power International (YTLP) with a higher SOP-based fair value of RM6.25/share vs RM5.10/share previously. Our revised fair value implies FY25F PE of 16x and FY26F PE of 13x. We ascribe a 3-star ESG rating to YTLP.

We have accounted for the FY26F earnings potential of data centres (DCs) in YTLP’s SOP valuation. Previously, we used the asset value of the DC in our SOP estimate. We have raised YTLP’s FY25F net profit by 1% to account for earnings from YTL Sentul DC 1 (5MW) and the non-AI section of YTL Joho DC 1 (8MW).

For FY26F, we have raised YTLP’s net earnings by 27% to account for earnings from the AI section of Johor DC 1. We have also assumed that SEA would take up another 8MW o the non-AI DC in FY26F.

Posted by cgtan2020 > 2024-05-19 20:33 | Report Abuse

@Raymond Tiruchelvam, thanks for your comment, just syiok-syiok compare only. Cheers. Just wandering when combine both can hit 100B. Hope the euphoria will keep going....

Posted by Raymond Tiruchelvam > 2024-05-19 20:36 | Report Abuse

@cgtan2020 ... LOL yah me too syiok-syiok here :-) peace

Posted by cgtan2020 > 2024-05-19 21:57 | Report Abuse

@Raymond Tiruchelvam, Peace bro!!!

Posted by David Gunter > 2024-05-19 22:10 | Report Abuse

Pity when people were buying at the dip last year 1.25 ish for YTLP and 92 sen for YTL lol

Posted by jenson68 > 2024-05-20 08:03 | Report Abuse

Hold tight !! Eat popcorn and enjoy the ride . More great news to come ?! Hehe

Posted by MrFox > 2024-05-20 09:26 | Report Abuse

YTLP is REAL!!!!!!!!
Whispering words of wisdom!!!
haha

Posted by OnTime > 2024-05-20 09:29 | Report Abuse

let it be

Posted by yewnamhung > 2024-05-20 09:40 | Report Abuse

coming...coming, up in the sky

Posted by MrFox > 2024-05-20 10:21 | Report Abuse

As some1 has suggested, Genting is worth looking at if u have excess funds@@@ffeedomfund!
Whispering words of wisdom!!!

haha

Posted by MrFox > 2024-05-20 11:17 | Report Abuse

UlarSawa

35,626 posts

Posted by UlarSawa > 2 minutes ago | Report Abuse

Not malu lah. Pergi sana nanti kena send to jail again by OTB gang lah. Kesian, Haiyoh. Correct?

Posted by MrFox > 1 minute ago | Report Abuse

malu pergi ke forum YTLP, haiyoh correct???

haha

Posted by Zhuge_Liang > 2024-05-20 11:24 | Report Abuse

Please stop to mention UlarSawa here.
We do not want him to be in this forum.
Thanks god, already get rid of him, please do not come back to haunt us.
Many readers here are unhappy to listen to the nonsense story.

Posted by redhotpepper > 2024-05-20 14:17 | Report Abuse

So tight, I can't breath mate!

Posted by Ravi1969 > 2024-05-20 14:21 | Report Abuse

MrFox if you look at Genting QR is is holiday stock always run up end of the year

Posted by redhotpepper > 2024-05-20 16:24 | Report Abuse

Hmmm, I guess no kambing todeiiii?

Posted by redhotpepper > 2024-05-20 16:29 | Report Abuse

Or it is too early for oppa Gangnam stail?

Posted by MrFox > 2024-05-20 16:55 | Report Abuse

good closing, take a rest

Posted by cgtan2020 > 2024-05-20 17:25 | Report Abuse

Kenanga New TP 4.10 ⚒
Uniholder TP 4.28 ⚒
CLSA TP RM 4.40 ⚒
RHB New TP RM4.69 ⚒
SimplyyWlSt TP RM4.95 ⚒
AmInvest New TP 5.10 ⚒
HLIB New TP RM 5.55 😁
KAF New Equities TP 4.47 ⚒
Maybank TP 4.00 ⚒
TA New TP 4.48 ⚒
CGS New TP4.50 ⚒
CLSA New TP 4.65 ⚒
AmInvest New2 TP 6.25 😁
Nomura TP 5.70 😁
@MrFox New TP 5.50 😁
CLSA New2 TP 5.10 ⚒
@OTB TP 6.30 😁
Macquarie TP 7.30 😁
Maybank New TP 5.40 ⚒

@MrFox, you got update new TP bor?😂

Posted by Sangranghaeyo > 2024-05-20 18:20 | Report Abuse

What about you, cgtan2020 ? 😄

Posted by beginner888 > 2024-05-20 19:50 | Report Abuse

https://fintechnews.sg/95869/malaysia/grabs-digibank-deposits-reach-us479m-driven-by-growth-of-malaysias-gxbank/

Posted by Goldberg > 2024-05-20 20:01 | Report Abuse

YTL -Sea Digital Bank- powered by AI

MoneyLion’s Co-Founder Foong Chee Mun Appointed CPO at YTL-Sea Digital Bank Project

Foong Chee Mun has assumed the role of Chief Product Officer at the YTL-Sea Digital Bank Project, which is among the five entities awarded a digital banking license in Malaysia.

In addition to his new role, Foong also heads YTL AI Labs, where he will be shifting away from traditional product management roles to focus on integrating artificial intelligence in banking solutions.

This appointment comes after Foong’s announcement in January 2023 that he would be leaving his position as Chief Technology Officer at MoneyLion, a company he co-founded nearly ten years ago.

https://fintechnews.my/42271/digital-banking-news-malaysia/moneylions-...

Posted by dragon328 > 2024-05-20 20:39 | Report Abuse

Thanks Goldberg for the update.

The appointment of Foong will help to ensure YTL-SEA Digital Bank JV to break even in 2-3 years, like what SEA Money has achieved, EBITDA positive since last year.

Posted by MrFox > 2024-05-20 21:12 | Report Abuse

SEA Digital Bank -YTLP punya atau YTL punya?

Posted by MrFox > 2024-05-20 21:26 | Report Abuse

YTLP punya?
https://www.ytlpowerinternational.com/our-businesses/digital-banking/

Posted by jenson68 > 2024-05-20 21:55 | Report Abuse

Nvidia challenge for 1000 this week ?! Hehe

Posted by Raymond Tiruchelvam > 2024-05-20 23:03 | Report Abuse

@MrFox ..... these guys all share same platform..... if u read this > Hann Yeoh is Executive Director of YTL Power International Bhd and spearheads the investments and new business arm of the group. He leads its digital infrastructure arm through YTL Data Centers Ltd and the Digital Bank JV between YTL and Sea Ltd in Malaysia. Chee Mun was recruited in to add on .... probably has 2 salaries each from ytl and ytlp.... :-0 peace

Posted by NatsukoMishima > 2024-05-21 08:13 | Report Abuse

Japanese TP RM 12 , see malaysia IB or japanese god of stock accurate !

Posted by Apple888 > 2024-05-21 08:36 | Report Abuse

Now Ytl power all business also huge prospect
Gogogo
Rm6.50

Posted by MrFox > 2024-05-21 08:39 | Report Abuse

The instruction is clear!
Answer yes or no!

And
U give a half page answer!!!!!!!

How can there be PEACE lol !!!!??????

haha

Posted by MrFox > 2024-05-21 09:12 | Report Abuse

I will follow you
Follow you wherever you may go
There isn't an ocean too deep
A mountain so high it can keep me away

I must follow you
Ever since you touched my hand I know
That near you I always must be
And nothing can keep you from me
You are my destiny

I love you, I love you, I love you
And where you go I'll follow, I'll follow, I'll follow
You'll always be my true love, my true love, my true love
From now until forever, forever, forever

haha

Posted by MrFox > 2024-05-21 09:14 | Report Abuse

new high again!
how not to love u!!!!
haha

Posted by 2721 > 2024-05-21 09:16 | Report Abuse

Slow slow steady up evry day, better than kena 4D..haha

Posted by sultan > 2024-05-21 09:22 | Report Abuse

Invest in stocks is better than bet in casino and lottery as the capital will not immediately become zero when loss.

Posted by NatsukoMishima > 2024-05-21 10:48 | Report Abuse

Water also important for DC ! Ranhill will hit rm 5

Posted by Alex Chua > 2024-05-21 11:58 | Report Abuse

Anyone know when ytl digital bank will be launched? Seems like going to be the last one to launch...

Posted by Agjl > 2024-05-21 12:00 | Report Abuse

https://spectrum.ieee.org/superconducting-computer

Posted by Agjl > 2024-05-21 14:03 | Report Abuse

https://www.techspot.com/news/103063-unbuilt-data-centers-high-demand-firms-secure-space.html

Posted by OnTime > 2024-05-21 14:31 | Report Abuse

ka-ching!

Posted by redhotpepper > 2024-05-21 14:44 | Report Abuse

Bellum naik lagi? @Sultan, you not yet met with sap n r geee?

Posted by jenson68 > 2024-05-21 15:53 | Report Abuse

Hold saja and wait for QR …hehe

Posted by raymondroy > 2024-05-21 16:18 | Report Abuse

Let's have some fun forecast the EBITDA and Profit After Tax as follows...
Actual Q2 : EBITDA = RM3.6b; Net Profit = RM860m
Q3 :-
Ray : EBITDA = RM3.3b; Net Profit = RM750m
Happy hunting :-)

Posted by redhotpepper > 2024-05-21 16:48 | Report Abuse

Dang, it's fun.....

Posted by MrFox > 2024-05-21 23:10 | Report Abuse

get ready!!!!!!
the REAL is coming!!!!

whispering words of wisdom!!!

haha

Posted by Agjl > 2024-05-22 14:36 | Report Abuse

https://www.tomshardware.com/tech-industry/artificial-intelligence/dell-will-have-an-eight-way-nvidia-blackwell-server-with-liquid-cooling-coming-later-this-year

Posted by Tigertiger > 2024-05-22 18:11 | Report Abuse

https://theedgemalaysia.com/node/712530

Posted by Goldberg > 2024-05-22 19:48 | Report Abuse

How the utility sector is benefitting from AI

- https://klse1.i3investor.com/blogs/kianweiaritcles/2024-05-22-story-h-...

Yahoo Finance

Posted by Agjl > 2024-05-22 19:52 | Report Abuse

nvidia earnings announcent to be announced in a few hours.... wall street consesus is earnings will be excellent. Let see how its share price react. If NVIDIA fly tonight after wall streer trading hour, tmrw ytlp and ytl will be crazy!!@ keep our fingers crossed. Cheers!

Posted by Goldberg > 2024-05-22 20:53 | Report Abuse

How Nvidia dominates the market for #ai chips #technology

https://klse1.i3investor.com/blogs/future_tech/2024-05-22-story-h-161464018-How_Nvidia_dominates_the_market_for_ai_chips_technology.jsp

Posted by Agjl > 2024-05-22 21:43 | Report Abuse

Good set of quarterly earnings will boost sentiment in wall street and will propel nasdaq foe new high- if that happens, tmrw all chips stocks in bursa including ytl and ytlp will have speculative run up.... cheers!