Posted by HumptyDumpty > 2024-07-17 17:34 | Report Abuse

Hehe , buy rate 61% , let see how tommorrow

Posted by ValueInvestor888 > 2024-07-17 18:02 | Report Abuse

https://theedgemalaysia.com/node/719354
Singapore-Laos clean power deal stuck over transmission — Reuters

Posted by Alex Chua > 2024-07-17 18:03 | Report Abuse

https://www.channelnewsasia.com/singapore/semiconductor-wafer-chip-fabrication-manufacturing-more-land-attract-firms-artificial-intelligence-4483096

Posted by Alex Chua > 2024-07-17 18:03 | Report Abuse

https://www.channelnewsasia.com/singapore/semiconductor-wafer-chip-fabrication-manufacturing-more-land-attract-firms-artificial-intelligence-4483096

Posted by raymondroy > 2024-07-17 18:20 | Report Abuse

i believe the foreign funds play a minor role in the current lacklustre price seen in both ytl and ytlp, I think its just lack of news on contract signings, as well as lack of coverage from IBs, also lack of HSR update while its long overdue.... for example comparing to Suncon, Gamuda.... of which every week there are some highlights, also I can see ytl/ytlp are not the type to hype up news here and there.... they would rather have the quarterly numbers do the job.
As for the USEP price update.... i see a 47% rise (as calculated by Sing Energy Market Update) in average price in Apr-Jun as compared to Jan-Mar, and this will surely reflect in higher power seraya earnings, which is the core earnings of ytlp ..... therefore nothing to worry for now :-) happy hunting

https://www.home.emcsg.com/about-emc/media-news-annoucements/Announcements/Market-Update-for-May-and-June-2024

Posted by MrFox > 2024-07-17 19:19 | Report Abuse

therefore nothing to worry for now :-) happy hunting???!!!
What is there when YTLP is REAL!!!!!!!

haha

Posted by sg999 > 2024-07-17 19:56 | Report Abuse

@raymondroy, the issue you need to worry is the avg is only 236 for Q2 which compared with Q2 last year almost 500, the QR coming is comparing to last year aug which almost predict profit can drop at least 30%.

Posted by probability > 2024-07-17 20:55 | Report Abuse

i think coming qtr earnings of YTLP will be fantastic....

however, if you are too afraid incase its below expectations, suggest to move some from YTLP to Ranhill

Ranhill will move up independent to its earnings result

Posted by OTB > 2024-07-17 20:59 | Report Abuse

Dear dragon328,
Q1 2024 PAT - 848
Q2 2024 PAT - 845
Q3 2024 PAT - 699
Q4 2024 PAT - 900
Total PAT - 3292 million
NOSI - 8256
EPS = 0.399
TP = 5.99 if PER=15.

If Q4 PAT - 1,000 million
Total PAT - 3392 million
EPS = 0.411
TP = 6.17 if PER = 15.

Do you think the PAT for Q4 2024 can achieve 900 million or possible 1.0 billion ?
Please enlighten me your projected PAT for Q4 2024.

Thank you.

Posted by raymondroy > 2024-07-17 21:00 | Report Abuse

@sg999 ..... you are right, press and analyst will make immediate comparison to YoY (year on year) comparison..... with secondary being QoQ (quarter on quarter) in which the outcome will be far better..... need to find out the average USEPs for Apr-June 2023

Posted by dragon328 > 2024-07-17 21:19 | Report Abuse

@sg999, we cannot simply use the USEP to predict how much PowerSeraya's earnings will drop from last year Q4. NO doubt in Apr-June 2023, the USEP was sky high and all gencos in Singapore enjoyed super high profits from selling long generation into the wholesale pool. I have earlier estimated the extra profit earned from such long generation into the pool to be around SGD30 million a quarter for PowerSeraya in Q3 and Q4 FY2023.

Now for Q4 FY2024, the USEP is higher than that in Q3 GY2024 but lower than Q4 FY2023. The extra profit from long generation into the pool will not be as high as SGD30m, but it will be something higher than Q3 FY2024.

I estimated last year that the PBT for PowerSeraya was about SGD270 million in Q4 FY2023, out of which some SGD43m was due to long generation extra profit. Striping out the extra profit, the base profit before tax for PowerSeraya should be around SGD230 million and net profit to be about SGD190 million a quarter.

PowerSeraya achieved about SGD185m net profit in Q3 FY2024, I am forecasting that the net profit for Q4 FY2024 to be about SGD190-200 million for PowerSeraya.

Posted by dragon328 > 2024-07-17 21:28 | Report Abuse

Mr. OTB, I will do a rough estimate again for YTL Power projected Q4 FY2024.

In my note on 23rd May 2024, I forecast that YTL Power would achieve total net profit of RM3,199 m for FY2024, implying that the Q4 net profit to be RM807 million. I will check this gain below.

As estimated above, I forecast PowerSeraya to register net profit of SGD190-200m in Q4, or RM670-700 million.

I expect steady net profit contribution of RM120 million from Jawa Power and Jordan Power every quarter, so that will add up to almost RM900m for YTL Power.

For Wessex, I forecast a turnaround or a breakeven so no drag to YTLP net profit.

For Yes, it should register smaller loss of less than RM50m in Q4, which may be offset against by new earnings contribution from the 1st phase data centre with SEA Ltd. Earlier in May I expected higher loss of RM75m from Yes and minimal contribution from data centre.

So, it looks like YTLP Q4 may look like closer to RM900 million than RM800 million.

But it can swing either way - it may go towards if Yes indeed register higher loss and Wessex not able to turn around, or it may swing toward RM1.0 billion if we have positive surprises from Wessex and Yes.

Posted by OTB > 2024-07-17 21:31 | Report Abuse

Dear dragon328,
Thank you.

Posted by Mabel > 2024-07-17 23:47 | Report Abuse

All analysts are super bullish on AI data centres stocks, utilities stocks, construction and semiconductor stocks, hence these gems will perform very well in 2024/5.

Offensive Strategy: Contractor and Real Estates company like Gamuda, Sunway, Sime Darby Property and SingTel.

Defensive Strategy: Utilities company like YTL Power, Tenaga and Infrastructure companies like SingTel, NTT and TM.

Waiting to add at RM 4.86...

Posted by FAInvestor > 2024-07-18 08:51 | Report Abuse

Nasdaq tumbled last night due to rotational dumped tech stocks into Dow Jones

Posted by Apple888 > 2024-07-18 09:23 | Report Abuse

4.82...doesnt look good

Posted by cwc1981 > 2024-07-18 09:32 | Report Abuse

Another bashing day. Continue like this YTLs definitely become the worst stock in KLCI in this quarter

Posted by cwc1981 > 2024-07-18 09:37 | Report Abuse

For no reason it will create large dumping by retailers if continue sliding

Posted by kahfui1221 > 2024-07-18 09:38 | Report Abuse

The S&P 500 and the Nasdaq tumbled. Malaysian tech stocks also tumbled today ...

Posted by ks55 > 2024-07-18 09:58 | Report Abuse

Wow! Very cheap now. Should buy more. Buy more make more. Put money take money. Put more money take more money.

BUT I prefer property counters with large track of land for development.
When inflation is threatening everybody pocket is real, companies with large tracks of land for development become the king also real.

My Champion today is no doubt :
Stock: [SPSETIA]: SP SETIA BHD

My District champion on the way to become State Champion!

Posted by paktua73 > 2024-07-18 10:21 |

Post removed.Why?

Posted by paktua73 > 2024-07-18 10:22 |

Post removed.Why?

Posted by eastern_joy > 2024-07-18 10:33 | Report Abuse

Wait at 4.75? or 4?

Posted by ks55 > 2024-07-18 10:36 | Report Abuse

Now I am telling you YTLP is very cheap. Very very cheap. So you should buy more and make more money.

But I am not buying. Just tell those who are having confident to buy more. YTLP was at 5.50 before. So it is damn cheap now. Buy...Buy.....Buy more now. TP is 6.30

Posted by sasword > 2024-07-18 10:39 | Report Abuse

really really really cheap and later will become really really really fux kingly s holly dam shi txxxx cheap so faster buy now and join the gang of chives and water fish now

Posted by ks55 > 2024-07-18 10:41 | Report Abuse

When everybody is greedy, you must sell to them.

Now everyone is very scared, so you must buy. Buy more make more.

YTLP is very very cheap now. Buy and keep longer. TP is 6.30

Posted by paktua73 > 2024-07-18 10:54 |

Post removed.Why?

Posted by ks55 > 2024-07-18 11:01 | Report Abuse

For those who bought near the peak, buy more to average now.
You don't know dollar cost average investment technique?
You first put your money in a stock when you think you see the money.
If your counter fall, buy more.
Fall some more, buy more.
Fall again, buy again.

Why you bought the share at the first instance? Because you saw value in it.
Share price fall give you opportunity to buy cheaper.
Fall some more, buy more and you average cost become less.

Surely it will come a time your average cost could be 50% or 30% of initial buying price.
Just keep until your share hit your TP, i.e. 6.30
Then you sell.

You have more shares, you will make more.
You have less share, you make less.

For those want to be a millionaire, each day you must calculate how many shares you must have.
For those who want to make a million, do similar calculation.
It is easiest done with a Spreadsheet.

Posted by ks55 > 2024-07-18 11:08 | Report Abuse

I am now promoting YTLP to those who has confident in YTLP.
It is very very cheap now.
This share will help you to make a million ringgit.

Don't say I am a liar. I am promoting YTLP for free.
I have no interest in YTLP.
I don't have YTLP share.
And I am not buying any in the midst of promoting.

Finally, a word of caution. BUY AT YOUR OWN RISK.
If you make money from YTLP, that is your money. You need not thank me or share your profit with me.
Likewise, if you lose money, don't blame me.
Final decision is YOURS.

Posted by yewnamhung > 2024-07-18 11:16 | Report Abuse

GOOD !!! buy ~~buy~~buy

Posted by ks55 > 2024-07-18 11:30 | Report Abuse

When everyone is so confident in YTLP, any adverse comment will be flagged until it is deleted.
Since people like you want to hear what you are willing and prepare to listen, so I let you have it.

Promoting to those who are super confident in YTLP is wrong.
Giving adverse comment also wrong.
Please tell me which one you prefer?
I can accommodate your request.
I am not having interest in YTLP, and don't intend to have a single YTLP share.

Posted by ks55 > 2024-07-18 11:38 | Report Abuse

Friends, Romans, countrymen, lend me your ears.
YTLP is very cheap now.
You buy now and you can keep longer to sell at 6.30

If you don't buy now, you will miss the golden opportunity to make a million ringgit.
Buy more, make more.
Buy less make less.
No buy you will never make.

Please be advised all investment has risk. Make money, no need to thank me or share your profit with.
Lose money, don't blame me.
Make a calculated and fully informed decision to invest in YTLP.

Final decision is yours.

Posted by ks55 > 2024-07-18 11:39 | Report Abuse

See? I am promoting YTLP now.

Posted by ks55 > 2024-07-18 11:40 | Report Abuse

Whether I buy YTLP or not, is a separate issue.

Posted by ks55 > 2024-07-18 11:47 | Report Abuse

Wah. You are rich man. 500 lots means you have 2.5 million worth of YTLP. Respect !

Posted by dragon328 > 2024-07-18 11:55 | Report Abuse

https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-07-18-story-h-156868587-YTL_Power_Sneak_Peek_at_Green_DC_Keep_BUY

RHB posted an update on YTL Power after a site visit to YTLP's green data centre park in Kulai.

Posted by dragon328 > 2024-07-18 11:57 | Report Abuse

100MW AI-DC update. The first 20MW is at 70% completion and should be ready for server installation by year’s end. The remaining 80MW capacity is also still under construction and slated for a mid-2025 completion. YTLP is finalising the offtakers. While capex has yet to be disclosed and finalised, we estimate the capex for using GB200 chips for a 100MW AI-DC could be 30- 50% higher than our original estimate of USD3bn for H100 chips. YTLP is also confident of securing chip supplies on time by 1HCY25. As the server installations may take months to complete, we could expect to see the first 20MW AI-DC ramping up in CY25, with the entire 100MW AI-DC starting contribute meaningfully in CY26.

New phase under construction. There is another new DC phase under construction, hosting a 40+40MW capacity and adopting an air-cooling system. We believe this new capacity has been committed by a hyperscaler, with construction is likely to be completed by mid-2025. Vacant land is available for YTLP to construct solar assets – this is for the DCs to be co- powered with green energy in future. There are no requirements from the clients to supply green energy for the existing DCs, but we believe this could attract more DC investors to reduce their carbon footprints in the longer run.

Posted by ks55 > 2024-07-18 12:01 | Report Abuse

YTLP is very very cheap. Buy more. New TP is 6.88

I am promoting YTLP now, but final decision is yours.

Every investment stands a risk. Don't blame me if you lose money.

You may want to ask, am I buying any YTLP share? Answer is NO. I am not buying. I am just promoting so let others to be a millionaire.

Posted by dragon328 > 2024-07-18 12:02 | Report Abuse

Based on RHB's notes above, YTL Power is on track to deliver the 100MW AI data centre with Nvidia in 2025-2026. Interesting to note is the new phase under construction, which is for a new DC of 40+40MW capacity for a hyperscaler.

That shows that YTL Power has secured some 180MW of AI data centre jobs so far, which is close to my earlier projection of 200MW AI data centre by 2026.

We should start seeing earnings contribution from AI data centre in FY2025 and more prominently in FY2026.

Posted by paktua73 > 2024-07-18 12:04 |

Post removed.Why?

Posted by ks55 > 2024-07-18 12:05 | Report Abuse

YTLP is cheap. Buy more make more.

Any investment stands a risk. You may make money. You may lose money.

Final decision is yours.

Posted by ks55 > 2024-07-18 12:06 | Report Abuse

I dare not take the risk. So I am not buying YTLP.

I just like to promote it to those have confident in YTLP. Nothing more than that.

Posted by paktua73 > 2024-07-18 12:07 |

Post removed.Why?

Posted by ks55 > 2024-07-18 12:10 | Report Abuse

You don't want to wait till it is at 6.30?
New TP is at 6.88 now.

Please help to promote YTLP to have more people make a million dollar profit.

Posted by paktua73 > 2024-07-18 12:17 |

Post removed.Why?

Posted by ks55 > 2024-07-18 12:22 | Report Abuse

My goodness, 500 share just half a lot?

How come you can short YTLP at 4 ringgit? You must be a rich businessman to borrow script from broker in order to short the market.

Which is which now. You really confused me!

Posted by Mabel > 2024-07-18 12:23 | Report Abuse

Good information paktua

Well done !

Mabel also so happy today able to catch at a Value Price..

Managed to change queue on time from RM 4.86 to RM 4.82 and continue collecting at RM4.76, RM 4.75 with RN 4.74 still waiting for some nice Uncles or Aunties to sell...

To Our Success!

Meow

Posted by paktua73 > 2024-07-18 12:29 |

Post removed.Why?

Posted by paktua73 > 2024-07-18 12:30 |

Post removed.Why?

Posted by Mabel > 2024-07-18 12:52 | Report Abuse

Cheers Paktua!