Posted by Boon Keng > 4 days ago | Report Abuse

ytlp is awake nw?

Posted by MrFox > 4 days ago | Report Abuse

Life is beautiful
With Ytlp

Whispering words of wisdom

Posted by dragon328 > 4 days ago | Report Abuse

Yes signs of foreign funds buying in YTLP again as you can see most of the buying came in after 3.00pm, typical of European funds.

Posted by dragon328 > 4 days ago | Report Abuse

HSBC has upgraded Malaysian stocks to 'neutral' from an 'underweight' call, betting on stronger corporate earnings and better liquidity while the economy benefits from strong foreign investment.

Foreign funds have been buying Bursa stocks with close to RM5 billion of fund flows from abroad in the past 3 months.

Despite the spike in foreign buying in recent months, investor positioning is still not crowded, HSBC said. The KLCI is trading at 14x forward PER, largely in line with the 5-year median.

Malaysia is well positioned to benefit from the increase in data centres amid increased demand for cloud and AI services, with large tech giants already investing heavily in the market, the house said.

"We believe utilities and industries are best placed to benefit from this trend," HSBC said.

This is evidenced from huge buying into Tenaga and YTL Power shares this afternoon.

Posted by pang72 > 4 days ago | Report Abuse

Hi Dragon,
Hopefully, ytlp got the 2nd new life..
The forum looks like back to normal.

Posted by pang72 > 4 days ago | Report Abuse

HLG target $7.45
Current price $3.93
Upside $3.52 ~. 100% gain!
Will it happen?

Posted by pang72 > 4 days ago | Report Abuse

Who want to be next millionaires? Here you are..

Posted by MrFox > 4 days ago | Report Abuse

Chamlo is here but he only wants to see millionaires!
Haha

Posted by MrFox > 4 days ago | Report Abuse

Pang#
Let it be, let it be
For it will be
As Ytlp is real

Posted by pang72 > 4 days ago | Report Abuse

I want to win million. So, I am here at $3.93
If I here at $5. 50,i will be lose millions.
It is not see but to weights the million ringgit in YTL AI weighing machine.
I will tell you how many KILO FOR THE NOTE!

Posted by MrFox > 4 days ago | Report Abuse

Wise man, thinking miles ahead of chamlo

Posted by pang72 > 4 days ago | Report Abuse

Yes, ytl AI is real... Now

Posted by pang72 > 4 days ago | Report Abuse

Malaysia is rapidly advancing in AI development & adoption, says YTL Power chief

savemalaysia
Publish date: Tue, 24 Sep 2024, 03:04 PM
KUALA LUMPUR: Malaysia is rapidly building a supportive ecosystem for the development and adoption of artificial intelligence (AI), according to Datuk Seri Yeoh Seok Hong, Managing Director of YTL Power International.

Posted by pang72 > 4 days ago | Report Abuse

He also announced that YTL AI Labs and UM will publicly release the MalayMMLU dataset along with evaluation code, encouraging the wider AI community to contribute to the growth of more inclusive and effective AI technologies.

"YTL AI Labs is proud to be part of this journey," he said.

Posted by pang72 > 4 days ago | Report Abuse

Malay language AI dataset....
Sooner or later will be Madani-YTL AI data center!!

Posted by dragon328 > 4 days ago | Report Abuse

Yes pang72, I certainly see a good chance for a second leg up for YTL Power shares to be driven by AI data centre news flows in coming months.

For a start, the announced AI tie-up with UM by YTL AI Labs is a smart move to utilise local talents to develop our own Malay large language model (LLM). UM has had an AI team set up years ago led by the prominent Professor Chan and has a small scale AI computer to do the job. Now the team can use the much larger and faster AI data centre at YTLP Kulai DC Park utilising Nvidia Hopper GPU as a start to train the LLM further.

YTLPower has allocated up to 8MW of capacity at the colocation data centre for the development of AI apps and local LLMs. Checks with Ai experts indicate that a LLM with 3 billion parameters could be trained within 2 months using Nvidia GPUs.

Posted by williamh > 3 days ago | Report Abuse

IT will be 6 two months from now, looting back will be regard after two months.collected20 lots today, will collect 50 tommorrow

Posted by FAInvestor > 3 days ago | Report Abuse

Nvidia rallied 4% last night. YTLP will break above 4 today.

Posted by pang72 > 3 days ago | Report Abuse

Yes, $4 today for sure in view of strong AI demand by Nvidia

Posted by yewnamhung > 3 days ago | Report Abuse

Well done 🤜🤛 go ahead !!!

Posted by pang72 > 3 days ago | Report Abuse

$3.98 up 5c...
$4 is not a dream for today

Posted by MrFox > 3 days ago | Report Abuse

Who doesn't want to hold such a rich and beautiful ahmoi?!?!?!
Haha

Posted by pang72 > 3 days ago | Report Abuse

Musang,
I want to be millionaires instead of holding ahmoi... Haha

Posted by pang72 > 3 days ago | Report Abuse

Because I know millions can buy many ahmoi, correct?

Posted by MrFox > 3 days ago | Report Abuse

Wise man

Posted by Boon Keng > 3 days ago | Report Abuse

seem like no power to break RM4 today.

Posted by Aero1 > 3 days ago | Report Abuse

https://theedgemalaysia.com/node/727794
Malaysia best placed to get lion's share of Asean's data centre development, says Maybank

Posted by pang72 > 3 days ago | Report Abuse

Sectoral top picks
Commenting on Asean-listed entities, Maybank named YTL Power International Bhd (KL:YTLPOWR) and Telekom Malaysia Bhd (KL:TM) among the key beneficiaries of data centre demand.

YTL Power, for which Maybank has a "buy" call of RM4.70, has 16MW operating data centre capacity and 72MW under development, of which 8MW is expected to come on stream this year.

It recalled that YTL Power is collaborating with Nvidia to develop artificial intelligence in YTL Power's data centre park in Kulai, Johor.


"Besides, we see YTL Power benefits owing to its interest in various elements of the data centre supply chain — power generation, water and sewerage, telecommunications and property development," it said

Posted by pang72 > 3 days ago | Report Abuse

Maybank reiterates buy call for ytlp at $4.70 for its DC asset

Posted by pang72 > 3 days ago | Report Abuse

Good job maybank

Posted by pang72 > 3 days ago | Report Abuse

$4 by afternoon

Posted by Antifanaticracism > 3 days ago | Report Abuse

I agree, Maybank usually make v reliable statements

Posted by dragon328 > 3 days ago | Report Abuse

UK: Bank of England's Bailey says interest rates are gradually
heading downwards. The BoE should be able to lower interest
rates gradually as it gains confidence that inflation will remain close
to its 2% target, Governor Andrew Bailey said in an interview
published. Bailey said he was "very encouraged" by the downward
path of inflation since it peaked at 11.1% nearly two years ago.
(Reuters)

Posted by 2721 > 3 days ago | Report Abuse

Finally rm4, congrats to those who sapu low low again =)

Posted by FAInvestor > 3 days ago | Report Abuse

Ytlp shaking weak holders.

Posted by FAInvestor > 3 days ago | Report Abuse

Afternoon session will break 4

Posted by pang72 > 3 days ago | Report Abuse

All weak holders have cut lose.
Uptrend now

Posted by Beta Ipoh > 3 days ago | Report Abuse

MR Dragon，Will the Malaysian Ringgit (MYR) appreciating by 15%-20% against the Singapore Dollar (SGD) and the British Pound (GBP) have a significant impact on YTL Power's performance？

Posted by Boon Keng > 3 days ago | Report Abuse

so many callbuy its time to SELL for shorterm play.

Posted by dragon328 > 3 days ago | Report Abuse

@Beta Ipoh, you have asked this question repeatedly and I have answered before. Not sure of your motive or just scared. Again I will say that the strengthening ringgit will make YTLP's overseas' subsidiaries' profits to be lower when translated into ringgit terms.

For example, PowerSeraya's projected net profit of S$170m for Q1 FY2025 would be translated into RM552 million at FX of RM3.25 to SGD1.00, a 6% reduction from the earlier figure of RM586m at FX of RM3.45. That's all and full stop.

More important is the underlying business operations, not the currency fluctuation. The businesses of YTL Power are all fully hedged against currency fluctuations, eg. fuel costs of PowerSeraya are fully hedged against FX and crude oil price movements.

YTL Power may not benefit from the strengthening ringgit, but rather the cooling inflation and lower interest rates in the UK, and tighter electricity supply in Singapore in next few quarters to 2026. These effects will have positive impacts on YTLP's overseas subsidiaries with potential earnings upgrade of over 5% which will negate the strengthening ringgit.

Early signs are pointing to better profits than the earlier assumed S$170m for PowerSeraya in Q1 FY2025. I am looking at a potential S$180m net profit in Q1, which will translate to RM585 million again even at FX of 3.25.

Posted by dragon328 > 3 days ago | Report Abuse

Anything that can be quantified is not a big risk to me, for instance FX movements.

It will be more risky if FX movements or any commodity price movements will cause a big dent to the underlying business profitability, i.e. aluminium price movements to Press Metal, or crude palm oil price movements to plantation companies. These are the companies that I will not invest in, taking heeds from Buffetology.

Posted by pang72 > 3 days ago | Report Abuse

... Dragon,
Because of their fearfull so ytlp got $3.90 cheap price mah...
So good

Posted by Boon Keng > 3 days ago | Report Abuse

RUN....doenst look good.

Posted by Antifanaticracism > 3 days ago | Report Abuse

It will go up pass 4 but not in a straight line. Price of share goes up in a zig zag manner

Posted by pang72 > 3 days ago | Report Abuse

Day high $4
It will hit $4 sooner

Posted by FAInvestor > 3 days ago | Report Abuse

Stock don't go up in straight line.

Posted by MrFox > 2 days ago | Report Abuse

Never mind the weather
As long as we are together
To see the wild west show

Posted by pang72 > 2 days ago | Report Abuse

Nvidia up 1.8% now to usd123
Ytlp can have the power to $4 again

Posted by pang72 > 2 days ago | Report Abuse

AI data center will become the key growth engine for Malaysia economy

Posted by Beta Ipoh > 2 days ago | Report Abuse

Mr Dragon You see through me, and my motivation is to learn from you. You showed me that investing in a company can be calculated so clearly. Although I have invested in stocks for more than 10 years, I have never done research in this way until I met you here. Whether it is finding information or analysis, it is amazing. Especially the analysis report you wrote, I read it many times, and I even don’t want to close it because I am worried that I can’t find your article. I also want to thank you for your patience in answering my questions. I will not sell ytl power casually because I have held it for more than 10 years. In these years, I don’t understand the operation of his business, I just collect dividends every year. I hope to learn more knowledge from you here.Dragon sifu。🙂