Posted by ks55 > 1 day ago | Report Abuse

Seems hng33 is more prudent in Bursa.

Posted by 8u29song > 1 day ago | Report Abuse

haha...

Posted by apini > 1 day ago | Report Abuse

"....According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin)....."

I don't see the logic how the 400% is earned . can anyone here kindly explain. it is highly irresponsible and misleading if there is no explanation just quoted someone powerful said

Posted by ken2004 > 1 day ago | Report Abuse

Rubbish to me actually, if really pay and no deliver, the first one to find is those gov people instead, you pay and get nothing till you need a corruption agency to investigate then only you get to know, like this gone case jor our gov if can happen like this ?

Posted by OTB > 1 day ago | Report Abuse

If the EPS of YTLPower for FY 2025 remains as 0.43.
The present share price at 3.62, the PER = 8.41.
What is the average PER of any component stock of FBMKLCI ?
Ans : > 15 times.

When the RM appreciate higher against USD, the foreign funds need more USD to buy the same amount of YTLPower share in RM term.
This action is indirectly compensate for appreciation of RM against USD.
There are 2 ways traffic here, definitely not one way traffic.
Appreciation of RM against USD is definitely a good news for KLSE as a whole.
In the super bull market in 1993, the exchange rate is 1 USD = RM 2.50.

What is the exchange rate at the beginning of 2024 ?
1 USD = RM 4.60 on 2/1/2024.
1 USD = RM 4.14 today.

Good luck.
Thank you.

Posted by apini > 1 day ago | Report Abuse

FA mentioned here is FA of an outsider calculation that read into the future that nobody know . TA mentioned here is just TA of the past record that can repeat but not always will repeat . Jaks is a good example of how a FA failed and a story of a great sifu who had made himself disappered in the air and may be emerge again with a new identity here to repeat the good harvest from those who believe an outsider calculation without a slightest doubt

Posted by apini > 1 day ago | Report Abuse

Dear Mr OTB , can you kindly explain .
"....According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin)....."

this is the information you shared .

Posted by hng33 > 1 day ago | Report Abuse

Take note, before Data Center maiden profit start to kick in after Q2 2025, YTLp future profit for next 2-3 quarter will slump down significantly due to

1. Major profit contributor, Power seraya profit margin decease due to expire super low locked in 2 year feed gas end.
2. Major profit contributor, Power seraya profit exchange to RM decease by 8% due to weaken in SGD
3. Major profit contributor, Power seraya wholesale energy price is at 2 year lowest level due to ample supply or lower demand, resulted smaller profit margin in wholesale market
4. Jordan shale power plant and Indonesia power plant profit are denominated in USD, therefore translation will erode as much -14% in reporting RM earning
5. Wessex water also will report lower profit in Rm due to weaken in pound by -7%
6. YTL communication project in sabah at risk if investigation wrongdoing in IbestariNet

Above are all YTLP exiting profit division, which collectively will report much lower profit in next 2 or 3 quarter, before maiden A1 data center earning start to kick in after Q2 2025

Posted by cwc1981 > 1 day ago | Report Abuse

This 1bestari case is getting irritating

Posted by ks55 > 1 day ago | Report Abuse

Posted by hng33 > Sep 27, 2024 2:03 PM | Report Abuse

Take note, before Data Center maiden profit start to kick in after Q2 2025, YTLp future profit for next 2-3 quarter will slump down significantly due to

1. Major profit contributor, Power seraya profit margin decease due to expire super low locked in 2 year feed gas end.
2. Major profit contributor, Power seraya profit exchange to RM decease by 8% due to weaken in SGD
3. Major profit contributor, Power seraya wholesale energy price is at 2 year lowest level due to ample supply or lower demand, resulted smaller profit margin in wholesale market
4. Jordan shale power plant and Indonesia power plant profit are denominated in USD, therefore translation will erode as much -14% in reporting RM earning
5. Wessex water also will report lower profit in Rm due to weaken in pound by -7%
6. YTL communication project in sabah at risk if investigation wrongdoing in IbestariNet

Above are all YTLP exiting profit division, which collectively will report much lower profit in next 2 or 3 quarter, before maiden A1 data center earning start to kick in after Q2 2025

===============

Good write up. Tq hng33

Posted by janetchiam8 > 1 day ago | Report Abuse

hours ago


hng33

https://www.home.emcsg.com/publications

Singapore wholesale energy price in Q3 average range (80-120) vs Q2 (100-200).

From the chart, Wholesale energy price in Q3 is much lower energy price recorded in if compared to Q2

file:///C:/Users/Ng%20Chai%20Heng/Downloads/Public%20Daily%20Trading%20Report%2026092024%20(1).pdf

file:///C:/Users/Ng%20Chai%20Heng/Downloads/Public%20Daily%20Trading%20Report%2007062024.pdf

1 hour ago

Posted by janetchiam8 > 1 day ago | Report Abuse

Hng33
Very cogent important factual information and points from you.
Now we aware of 2 strong headwinds facing YtlPower's financial performance in its coming financial Q's.

Posted by janetchiam8 > 1 day ago | Report Abuse

posts

Posted by Antifanaticracism > 1 hour ago | Report Abuse

Just tell me who made no mistakes. Even police made mistakes


hng33

20,296 posts

Posted by hng33 > 1 hour ago | Report Abuse

Very strange indeed for those so call master keep raise target price, citing so call massive profit coming and yet keep ignoring factual that YTL major earning contributor is facing numerous headwind ahead, such as YTL power seraya earlier 2 year extreme super low lock in feed gas price which allow super profit margin for last 2 year have ended soon and factual that wholesale energy price have slump to 2 year lowest at around sgd 80 now + SGD exchange have tumbling to 2.5 year lowest level, which based on exchange alone eroding as much as 8% profit margin forward.

Posted by Johnchew123 > 1 day ago | Report Abuse

3.38 May test again in short term ,May form double bottom again , before 16 / 10 / 24

YLPower = 1 MDB
Rasuah + makan duit government

This makan duit company
Reputation already Damage
No foreign fund BUY in ,
Up also limited
Talk long term , future growth also no use
Foreign Fund no in , u talk anything also become rubbish
How good YTL power are how u earn big money in future also no use
No foreign fund buy in , KOYAK in short term
REPUTATION already DAMAGE

MAKAN DUIT GOVERMENT

Now open file , investigate only
If charge in Court ,become court case , long term price movement KoYAK

Now 30 % Reputation damage
Charge in court , 60 % reputation damage
First to SELL share , local fund cabut

Posted by janetchiam8 > 1 day ago | Report Abuse

Fully agree with Hng33 that we must be flexible to take into account new information and facts to moderate down one's share price projections after factoring any new head winds that had surfaced or arise or highlighted by well meaning contributors

Posted by INVEST_AA > 1 day ago | Report Abuse

Now the biggest question is whether Nvidia will still collaborate with Ytl under such circumstances…
I’m sure Nvidia wouldn’t want to be associated with party under corruption investigation…

U guys think and see la…I’m already out of this counter… Good luck

Posted by INVEST_AA > 1 day ago | Report Abuse

Better stay away from this counter
I’m sure macc has info that’s why they investigate

Posted by OTB > 1 day ago | Report Abuse

Posted by OTB > 4 minutes ago | Report Abuse

Posted by apini > 36 minutes ago | Report Abuse

Dear Mr OTB , can you kindly explain .
"....According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals. The profit margin of the AI data centre is very huge (400% margin)....."
---------------------
I just copy and paste from the text given by Jensen Huang during his presentation in US.
He promoted his GPU in the US together with Microsoft and Tesla.
You can search for his text.
I write with facts and figures.
Thank you.

Posted by OTB > 1 day ago | Report Abuse

The below is his text.

Huang told the audience that although generative AI is still in its early days, it’ll expand beyond data centers.“Now what’s amazing is, so the first trillion dollars of data centers is going to get accelerated and invented this new type of software called generative AI. Generative AI is not just a tool, it’s a skill," Huang told Solomon."For the first time, we’re going to create skills that augment people.”“The infrastructure players like ourselves and all the cloud service providers put the infrastructure in the cloud so that developers can use these machines to train the models and fine-tune the models, guardrail the models,” Huang said. “And the return on that is just fantastic.”
According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals.

Thank you.

Posted by apini > 1 day ago | Report Abuse

Dear Mr OTB,

thank you for your reply
I am very happy
even though it is just a cut and paste of a man vision
I am still very happy for your kindness to share
but a word of caution
an influntial should not do that with facts and figures as you always claimed . I mean unverified fact and figure

Posted by dragon328 > 1 day ago | Report Abuse

Whatever naysayers may say, PowerSeraya earnings have beat expectation in past 6 quarters, and it will continue to be strong in next few quarters due to very tight electricity supply situation in Singapore.

The prevailing low wholesale prices in Singapore electricity market in past few months are due to price dumping by one genco who has secured some extra spot gas supply and wants to pump up its generation share ahead of a partial sale of its equity stakes to Sembcorp.

The temporary surplus gas supply situation is largely over and I expect retails margin to pick up again in following months, with good signs seen in early September.

The issue of fat profit margin of PowerSeraya due to some cheap gas secured for 2 years has been overblown by certain sell-side analysts. In fact, there was no mention of PowerSeraya earnings boosted by cheap gas supply in the quarterly result reports for past 6 quarters since Jan 2023. Some sell-side analyst might have intentionally or unintentionally mistaken the words of YTLP IR chief during one of the result briefing call.

PowerSeraya's strong earnings over last 1.5 years have been driven by tight electricity supply situation in Singapore with the reserve margin dropping towards the minimum of 27% in several occassions.

Based on EMA's projections in its consultation paper dated 31st July 2023, the peak demand growth was so strong that the reserve margin was projected to drop to 32% in 2023 in the base case and 26% in the high growth case, 27% in the base case and 23% in the high growth case in 2024, and to 27% in the base case and 24% in the high growth case in 2025.

With no new generating capacity coming out in Singapore until 2026, the reserve margin will get tighter in coming quarters due to strong electricity demand growth from new data centres, EV charging and hot weather.

It is only logical for electricity retails margin to go up in a tight electricity demand situation. As for the absolute wholesale prices, it is affected by both the crude oil prices and FX. As crude oil prices and US dollars have both dropped in recent weeks, wholesale prices will reflect the lower prices in SGD/MWh.

Posted by Sslee > 1 day ago | Report Abuse

According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals

The question to ask is who will be the end users that ready to pay the developers that pay the infrastructure players/cloud service providers the $5 worth of rentals for every dollar a cloud service provider spends with Nvidi?

Posted by CharlesT > 1 day ago | Report Abuse

During 2021/2022/2023, many glovetards blamed the naysayers in I3 for the price drops in glove.

Will the naysayers becomes the scapegoat in YTLpower this round again?

Posted by CharlesT > 1 day ago | Report Abuse

Seems the naysayers in I3 is very powerful....

Posted by dragon328 > 1 day ago | Report Abuse

https://www.express.co.uk/finance/personalfinance/1953290/bank-of-england-cut-base-rate-boost

Wessex earnings will get a boost once interest rates in the UK are reduced as per the above article envisages.

Wessex had about GDB1 billion of floating rate loans as of June 2024. A 1.5% reduction in in interest rates will save GBP15 million or RM87 million of interest expenses for Wessex a year. That will negate the negative impact from strengthening ringgit against the pounds.

Posted by dragon328 > 1 day ago | Report Abuse

Jordan Power venture is seeing higher profits every year due to the inflation clauses in the Power Purchase Agreement (PPA), Operations & Maintenance (O&M contracts and mining contracts, which will negate the negative impact of a weak US dollars.

Posted by ks55 > 1 day ago | Report Abuse

A coin has two sides.
One Head one Tail.
For any transaction, there are buyers on one side, and sellers on the other.
If both are having same thought, then they will be only sellers or just the buyers.

What is that to do with Nay or Yea?

Posted by Antifanaticracism > 1 day ago | Report Abuse

Bestari problem, no big deal. Ytlp I won't say bestari made a mistake. Even if bestari made a mistake, company will be fined or maybe one two managers charged. Bestari is sdn bhd company. It will no affect ytlp. Well ytlp will lose a fingernail. What is the panic for. Totally irrational

Posted by ks55 > 1 day ago | Report Abuse

Just promote your share with merit points.
Just counter it if you have anything to rebut.

All are entitled to his own opinion.
Don't curse, don't kan.

Posted by ks55 > 1 day ago | Report Abuse

Be sincere.
If it is on down trend, it is on down trend.

You kan so much, price also getting lower everyday.

Posted by Antifanaticracism > 1 day ago | Report Abuse

All big companies including ytlp will set up subsidiaries companies like bestari. Ytlp has a share in it. Usually subsidiaries do different and more risky business. These subsidiaries are sdn bhd companies. If anything happened to it's subsidiary, ytlp will only lose it's share in it. Mother companies are not affected. Government can bankrupt bestari or fin bestari. The big companies made sure subsidiaries won't affect mother companies in even of unforeseen mistakes or problems

Posted by Antifanaticracism > 1 day ago | Report Abuse

The drop in petroleum price will benefit power generation

Posted by limch > 1 day ago | Report Abuse

Meaning OTB not prudent? Why so many followers? Lesson in Hengyuan, Jaks, Coastal and many more counters they never learned?

Posted by ks55 > 1 hour ago | Report Abuse

Seems hng33 is more prudent in Bursa.

Posted by Antifanaticracism > 1 day ago | Report Abuse

Ks55, if down trend is a different story. Most of the shares will go down together. I see ytlp go down because of irrational thinking and baseless panic

Posted by Antifanaticracism > 1 day ago | Report Abuse

There is a gang spreading fear based on half truth and using disinformation

Posted by OTB > 1 day ago | Report Abuse

Posted by limch > 1 minute ago | Report Abuse

Meaning OTB not prudent? Why so many followers? Lesson in Hengyuan, Jaks, Coastal and many more counters they never learned?
-------------------
Please leave me alone.
I just express my opinion only.
I write honestly in this forum.
I never attack anyone here.
I never badmouth any stock or anyone here.
I did not say others are wrong.

I only made mistake in Hengyuan, others I believe I did not make any mistake.
Please leave me alone.
I do not wish to quarrel with others.
Thank you.

Posted by dragon328 > 1 day ago | Report Abuse

https://theedgemalaysia.com/node/728229

Malaysia data centre market is expected to grow 383% in next few years.

Posted by GlobalEquity > 1 day ago | Report Abuse

*** Fund Managers are "panic" now!
*** Exit Bursa!
*** Enter Hang Seng !

Posted by apini > 1 day ago | Report Abuse

According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals


ChatGPT said:

The sentence means that for every dollar a cloud provider spends on Nvidia’s hardware or software (like GPUs or AI tools), they are able to offer services to their customers that are worth five times that amount. In other words, Nvidia’s technology helps cloud providers create services or products that generate much more value than the initial cost of the Nvidia infrastructure.

half understood can make a vast difference

Posted by hng33 > 1 day ago | Report Abuse

NVIDIA‬ CEO Jensen Huang sells $713M worth of company stock, so good invest 1 can get 5 rental income ? sound too good to be true, right? then, why Jensen sell nvidia a share
https://www.youtube.com/watch?v=5ZGODnJiP54

Posted by hng33 > 1 day ago | Report Abuse

If YTLP A1 data center can invest RM 1 to get RM 5 rental return, Dunno how to calculate ROE now, ROA, what is PE? is it logic ? It seem like scam often seen in facebook promising super profit return above 500%

Posted by darrenliew > 1 day ago | Report Abuse

MY SINCERE COMMENTS AFTER READING ALL THE OLD AND NEW ANALYSIS AND COMMENTS FROM THOSE WHO ARE STILL SUPPORTIVE OF THEIR ORIGINAL BULLISH PRICE TARGET PROJECTIONS AND THOSE ON THE OTHER SIDE WHO ARE SEEMED INCLINED TO BELIEVE THE FINANCIAL PERFORMANCES OF YTLPOWR WILL LIKELY WEAKENED DOWN TO MORE REALISTIC LEVELS IN THE COMING FEW QUARTERS.
I AM INCLINED TO AGREE WITH THE LATTER GROUP OF CONTRIBUTORS .
BECAUSE THE NEW FACTUAL INFORMATION ON HEAD WINDS FACED BY SPORE SERAYAPOWER AND THE STRENGTHENING RINGGIT JUSTIFY A MORE REALISTIC MODERATED DOWN FUTURE SHARE PRICE EXPECTATIONS FOR YTLPOWR IN FUTURE QUARTERS.
THE BUSINESS AND FINANCIAL CONFIGURATIONS HAD CHANGED ON THE DOWNSIDES FOR YTLPOWR.
JUST FOR SHARING MY HUMBLE PERSONAL OPINIONS

Posted by CharlesT > 1 day ago | Report Abuse

There is a gang spreading greed based on half truth and using disinformation

Posted by OTB > 1 day ago | Report Abuse

Huang told the audience that although generative AI is still in its early days, it’ll expand beyond data centers.“Now what’s amazing is, so the first trillion dollars of data centers is going to get accelerated and invented this new type of software called generative AI. Generative AI is not just a tool, it’s a skill," Huang told Solomon."For the first time, we’re going to create skills that augment people.”“The infrastructure players like ourselves and all the cloud service providers put the infrastructure in the cloud so that developers can use these machines to train the models and fine-tune the models, guardrail the models,” Huang said. “And the return on that is just fantastic.”
According to Jensen Huang, for every dollar a cloud service provider spends with Nvidia, it translates to $5 worth of rentals.

Question ask ?
What is the ROI of cloud service provider ?

ChatGPT answer :
Jensen Huang's statement suggests that for every dollar a cloud service provider (CSP) spends with Nvidia, they generate $5 in revenue by renting out the infrastructure to their customers. This implies a return on investment (ROI) of 400%.

Thank you.

Posted by Income > 1 day ago | Report Abuse

why Jensen H sell s nvidia share by lots lots of nvidia?
Look at the actions。Do listen to sweet talk。

Posted by Willtolive > 1 day ago | Report Abuse

MACC Bestar1 involving nation's billions of ringgit, takes many years of investigations and court case drags on for another few years

Posted by StarOfTheBull > 1 day ago | Report Abuse

Do not count the chicken before they hatched.
Jensen has sold big portion of his Nvidia share. The assumption is GPU chips competition has emerged.

Posted by Willtolive > 1 day ago | Report Abuse

Schools depend on donations from PIBG, philanthropies and corporations to give basics to students. This vampire suck govt budget and schools bear the extra electricity charges

Posted by metaverse > 1 day ago | Report Abuse

小米飞猪理论:

https://klse.i3investor.com/web/blog/detail/mindfullness/2024-09-27-story-h470081308

Time Cycle Analysis:
On Oct. 2, 2024, the Moon will pass in front of the Sun, casting its shadow across parts of Earth. An annular solar eclipse will be visible in parts of South America, and a partial solar eclipse will be visible in parts of South America, Antarctica, North America, the Atlantic Ocean, and the Pacific Ocean, including Hawaii.

https://www.tradingview.com/chart/FBMKLCI/XYBfv9qj-Time-Cycle-Analysis/

Posted by INVEST_AA > 1 day ago | Report Abuse

OTB just brush away the fact that the collaboration between ytl and Nvidia maybe CALLED OFF… Lol…

Does Nvidia want to collaborate with party that is under investigation for corruption? Likely No…

There are tonnes of parties who can collaborate with Nvidia besides Ytl….

Don’t be surprise when Nvidia call OFF the data centre collaboration with YTL…

That time the share price will tank like no tomorrow…

So better cut now than be sorry later on…

Probably those supporting with info like OTB is already dumping…

GOOD LUCK