Posted by Mabel > 1 month ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/08/22/malaysia-shines-as-foreign-investors-return-peers-stumble?utm_source=Smartech&utm_medium=email&utm_campaign=dailynewsalert&utm_content=20240823&_sta=vhg.uosvpxQddhqne.jsu0sv%7CIFFUJVQ&stm_medium=email&_stm_source=smartech

The stock benchmark KLCI has risen more than 12% this year on the back of an AI-driven data center boom, outperforming the 6% rise in the MSCI Southeast Asia index .

Posted by star899 > 1 month ago | Report Abuse

A good and happy Saturday morning everyone.
A major global rally on next Monday 26-08-2024 likely .

Posted by LimPek1510 > 1 month ago | Report Abuse

Australia announced a massive solar farm that it hopes will eventually offer 2 gigawatts (GW) of power to Singapore via undersea cable.

Singapore's Energy Market Authority has already granted conditional approvals to import 1GW from Cambodia, 2GW from Indonesia and 1.2GW from Vietnam.

What is the impact to conventional power plant in Singapore?

Posted by LimPek1510 > 1 month ago | Report Abuse

Huge investment from SG government for renewable energy 👏

https://cleantechnica.com/2024/08/21/no-solar-energy-no-problem-gigantic-undersea-cable-will-make-it-happen/

Posted by Mabel > 1 month ago | Report Abuse

Final dividend of RM0.04 announced
Shareholders will receive a dividend of RM0.04.
Ex-date: 12th November 2024
Payment date: 29th November 2024
Dividend yield will be 1.7%, which is lower than the industry average of 4.5%.
Sustainability & Growth

Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (54% cash payout ratio).
The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
EPS is expected to grow by 2.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.

Yum Yum..

Thank you YTL Power

Posted by LimPek1510 > 1 month ago | Report Abuse

SG electricity business big challenges ahead.
Jordan power plant half die already.

UK water business is a deep blackhole sucking cash.


AI data center only one tenant Sea Limited. A big headache for YTL's son.

Posted by Johnchew5 > 26 seconds ago | Report Abuse

Hoho if not unloading shares by this year .. wait for another 10 years ? Shl be worst lo ..

Posted by Mabel > 1 month ago | Report Abuse

Yum Yum

Dividend yield will be 1.7%, which is lower than the industry average of 4.5% which is acceptable since YTL Power is a Growth Company..

At final collection price at RM 3.770, now Mabel can sleep like a baby...

Thank you also to the Short Sellers for pressing the price down..

Valuation for YTL Power (Thank you dragon328!!!)

With the latest Q4 result, YTL Power has become the cheapest utility stock in Bursa. YTL Power is trading at historical PER of just 8.8x, dropping to 8.1x in FY2025 and 6.5x in FY2026. In comparison, Tenaga is trading at 23x PER on FY2024 earnings and Petronas Gas at 20x FY2024 earnings.

YTL Power should be trading at minimum PER of 10x and a fair PER of 15x, hence it should be trading at RM4.27 minimum or RM6.40 in 2024, rising to a minimum of RM4.62 to RM6.93 in 2025.

Over a longer term, I see not much challenge for YTL Power share price to test RM8.70 to RM13.00 by 2030.

To Our Success !

Meow Meow Meow

Posted by paulthesotong > 1 month ago | Report Abuse

Where else to go?

https://thesun.my/local-news/nvidia-ytl-tie-up-to-boost-malaysia-s-ai-infrastructure-tengku-zafrul-MK12900693#google_vignette

Posted by Zhuge_Liang > 1 month ago |

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Posted by LimPek1510 > 1 month ago |

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Posted by purple70 > 1 month ago | Report Abuse

JAKS is a co without direction!

It plundered developing propoerty on former STAR factory at Secn 13...The purchasers have been left w claim of LAD for 5 years n all JAKS mgmt didwas to sell off the developer company to a Singaporean Co for RM2!

In th process it wrote back 20 sen to its EPS and suddenly became bankable.

Dont trust the Ng fellows running JAKS, they are close to criminality

Posted by PureBULL ... > 1 month ago | Report Abuse

jaks was super pandai in pure connection in viet to gain
that dirty coal IPP.
it has ZERO knowhow n invited pure cina of CINA to JV.
jaks was pure cheapo to never pay good lawya to sign JV with
cina of CINA.

30% stake = give ur best of the v best 3 sexy GF to cina of CINA to
hv FUN with daily n
jaks can only stare outside that ROOM with lau.hau.sui...
40% is to give another super sexy GF away at FOC forever!

https://www.tradingview.com/x/pDtyGGWu/

Posted by star899 > 1 month ago | Report Abuse

1) Supplier of Electricity to Singapore
2) Data Center player
3) Partner with Nvidia to produce super fast computer
4) Recent Net profit more than RM1 Billion per quarter
5) Solid fundamentals
That is the company none other than YTL Power International Bhd , the mega corporation much after by the investors both locals and foreigners.
Even EPF is one of the substantial shareholders.

Posted by star899 > 1 month ago | Report Abuse

YTL Power is a much sought after by the local and foreign investors.

Posted by Mabel > 1 month ago | Report Abuse

Bottom line..

Day over day prices are determined mostly by two factors:

The Fundamental Values of a stock to its price. These two, price and fundamentals must be closely aligned at all times.

Speculation and Panic Selling. Speculation is the increasing price of a stock that is far above fundamentals. Panic Selling is when retail groups sell in fear without actual facts and actual events. Both cause the price to be out of sync with fundamentals. You can see this on any stock chart easily if you know what to look for.

Uninformed, uneducated or poorly trained and educated retail groups cause Speculation and Panic.

Dark Pool Buy Side Institutions balance this by buying when fundamentals are above price and selling when fundamentals are well below price.

Meow

Posted by Johnchew5 > 1 month ago |

Post removed.Why?

Posted by Mabel > 1 month ago | Report Abuse

*Back to YTL Power Dividends*…

Alot of novice investors/ speculators complain about the low dividend received relative to the share price for YTL Power. The reason is simple, utility is a capex intensive business, most of the money is needed to reinvest in the business in order to grow it, and as long as management has shown to be able to deliver good results (which they have), Mabel don’t have an issue with this,

Expected DPS for FY24 is 7 sens vs FY23 6 sens (plus YTL Power has declared the latest quarter’s dividend of 4 sen), so it did increase , though 1% would argue that EPS went from 25 to 42.6, a 70% increase but dividends only increased 16%. Mabel would argue that the massive increase in share price more than made up for it, this stock won’t give u the 3-4% dividend you want (likely 1-2% yield), but the increase in share price should make up for it, assuming you bought it at a decent valuation

Over the last three years, YTL Power International Berhad has had the following dividend payout ratios:
2021: Approximately 40%
2022: Around 35%
2023: About 30%

These figures indicate the proportion of earnings that YTL Power has distributed to shareholders as dividends each year..

To Our Success !

Meow Meow Meow

Posted by Sslee > 1 month ago | Report Abuse

Repost:
Sslee Posted by BobAxelrod33 > Oct 14, 2023 7:46 AM | Report Abuse
"WHEN A CLOWN MOVES INTO A PALACE, HE DOESN'T BECOME A KING. THE PALACE BECOMES A CIRCUS" ------------- Turkish Proverb

Posted by Felix999 > Oct 14, 2023 8:58 AM | Report Abuse
"The greatest enemy of civilization is the barbarian within." - Heinrich Heine

I3 has many barbarians within and the worst type is Mike-tikus and his many ID. Many right and sound minded people already leave i3 for good because of people like Mike-tikus flooding the whole forum with his repeatedly cut and paste vulgarity, insult, slander and gibberish.

I3 used to be the place where investors can exchange useful opinion, figure and fact but sadly no more because of the many barbarian within.
14/10/2023 9:56 AM

Posted by Sslee > 1 month ago | Report Abuse

Reoost:
“Happiness and freedom begin with a clear understanding of one principle: Some things are within our control, and some things are not.”

In life you are going to come across many type of people so choose who are to be your friends and who to avoid/ignore because your future success will depend on this critical choice

Since Mikecyc has no capacity for self-reflection and repentance and uses his multiple ID Johnchew5 to seek attention hence the best way to deal with this type of people is totally ignore them and let them suffer the loneliness with no one to talk to.

Posted by musangfoxking > 1 month ago |

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Posted by kytan > 1 month ago | Report Abuse

GeForce now is to play game without buying the graphic card if the player does not own and want to buy their own graphic card. Will Black WuKong help ytlpower communication business?

Posted by jjohnchew > 1 month ago |

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Posted by Johnchew5 > 1 month ago |

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Posted by michaelwoo > 1 month ago | Report Abuse

To all sinus. Please advise whether can Ytlp goes back up to mYR 5+ or more.

Posted by Johnchew5 > 1 month ago | Report Abuse

EU: British manufacturing sentiment falls in July. Optimism among British manufacturers dropped marginally in July but their output expectations hit the strongest since March 2022, a closely watched survey showed. After rising in April for the first time in nearly three years, the business confidence index fell to -9% from +9 in April, the latest quarterly Industrial Trends Survey results from the Confederation of British Industry showed. At the same time, export optimism was flat in the three months to July after rising in the preceding quarter. A net 3% of manufacturers said output volumes declined in the quarter to July compared to a net 3% reporting increase in the prior period. (RTT)

UK: Car production declines as manufacturers switch to electric models. UK car output declined in the first six months of the year as manufacturers continue to shift their investment to make electrified models, the Society of Motor Manufacturers and Traders said. In the first six months of the year, car production declined 7.6% from the previous year. Factories turned out 416,074 units, down by 34,094 from the same period last year. During January to June, electrified vehicle production also dropped 7.6% annually. (RTT)

Posted by star899 > 1 month ago | Report Abuse

YTL Power is the real power of the year !!!

Posted by star899 > 1 month ago | Report Abuse

US rate cut is imminent and it could be in September 2024. Most of the world markets could be reacted positively in the coming days. Likely YTL Power would be gap up next Monday (26-08-2024). Just my opinion.

Posted by Johnchew5 > 1 month ago |

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Posted by musangfoxking > 1 month ago |

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Posted by star899 > 1 month ago | Report Abuse

"Malaysia shines as foreign investors return "
The recent news reports.
(The news is crucial and important for the Bursa Market especially for heavyweight stocks like YTL Power, TNB , Maybank..........................

Posted by star899 > 1 month ago | Report Abuse

Those who haven't read the entire reports, may Google search the title "Malaysia shines as foreigners return"

Posted by chon99 > 1 month ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/dragon328/2024-08-22-story-h-153387597-YTL_Power_A_Big_Surprise_Q4_FY2024
Beautiful Sunday everyone. Let's read and recall

Posted by star899 > 1 month ago | Report Abuse

Hopefully with the influx of foreign funds, more foreign investors would snap up more shares from Bursa especially one of the heavyweights , YTL Power.

Posted by star899 > 1 month ago | Report Abuse

YTL Power, the power of the year.

Posted by Johnchew5 > 1 month ago |

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Posted by Johnchew5 > 1 month ago |

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Posted by Johnchew5 > 1 month ago | Report Abuse

The cost of submarine cables varies quite a bit, with communication submarine cables typically costing between $30,000 and $50,000 per km and submarine power cables costing over $2.5 million a km.
28 Dec 2023

Posted by kytan > 1 month ago | Report Abuse

https://youtu.be/42b6xJFUSss?si=qb_49EMxbpLi7if7

Why the mega plan to send Australian solar to Asia fail

Posted by Johnchew5 > 1 month ago |

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Posted by kytan > 1 month ago | Report Abuse

By having all the consideration, 2030 sure can not achieve. Also still have many uncertainty inside

Posted by Ran271221 > 1 month ago | Report Abuse

Terima kasih kytan. Dpt idea bila masa jual dgn banyak.

Posted by izoklse > 1 month ago | Report Abuse

Be careful guys. First CEB. Now GENETEC and NOTION. NEXT not sure which counter going down like waterfall.

Posted by chon99 > 1 month ago | Report Abuse

https://www.ytlpowerinternational.com/press-releases/
YTL Power press releases for latest financial reports

Posted by chon99 > 1 month ago | Report Abuse

Let's focus more on YTL Power as this is a YTL power forum. Thank you for your attention and cooperation. Please contribute more facts and figures on YTL Power.
Make YTL Power shines as a global star that makes Malaysia proud.

Posted by Johnchew5 > 1 month ago |

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Posted by Johnchew5 > 1 month ago |

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