Posted by TradeBursaForALiving > 3 weeks ago | Report Abuse

Both YTL and YTLPOWER have broken 200MA. It has clearly shown that the bull is over. US has been printing money to keep their indexes positive. They just printed 23B to keep to break even. The show might start after US election.

Posted by curiousq > 3 weeks ago | Report Abuse

some people don;t believe in TA, including warren bufett

Posted by OTB > 3 weeks ago | Report Abuse

@CharlesT,
I do not change my investment strategy, I did not recommend to buy if the share price drops below 20-day EMA.
I still recommend a buy if the share price is above 20-day EMA anytime on rebound.
I do not want to wait until the share price crosses 200-day SMA, then the share price is expensive by then.
I want to buy at a lower price because of good fundamentals.
No stock in KLSE can give you a ROI of 100% even I need to wait for one year time frame.
I am all in this stock, I do not mind to lose my profit made previously.
I have a "fall in love" syndrome on YTLPower.
Thank you.

Posted by CharlesT > 3 weeks ago | Report Abuse

Posted by OTB > 3 minutes ago | Report Abuse

@CharlesT,
I do not change my investment strategy, I did not recommend to buy if the share price drops below 20-day EMA.
I still recommend a buy if the share price is above 20-day EMA anytime on rebound.
I do not want to wait until the share price crosses 200-day SMA, then the share price is expensive by then.
I want to buy at a lower price because of good fundamentals.
No stock in KLSE can give you a ROI of 100% even I need to wait for one year time frame.
I am all in this stock, I do not mind to lose my profit made previously.
I have a "fall in love" syndrome on YTLPower.
Thank you.

So if price drops below 20 day EMA u will still hold due to your "fall in love" for YTLpower lah?

Posted by Willtolive > 3 weeks ago | Report Abuse

cut loss

Posted by Ran271221 > 3 weeks ago | Report Abuse

Terima kasih OTB maklumat yg berfakta.

Posted by BullOhBear > 3 weeks ago | Report Abuse

@ OTB Sifu

Amazon will invest US$6.2 billion in AI cloud and data centres in Malaysia. It will be very good news if Amazon really participates in the AI data centres of YTLPower like Nvidia. I believe this information will be available soon since Amazon has no intention to buy land and build AI data centres herself. If Amazon is keen to work with Nvidia on AI data centres, it is a logical choice to select the AI data centers of YTLPower.

I thought AWS has started construction of its own DC at Cyberjaya. Why would they collaborate with YTLP since they already have their own DC

Posted by OTB > 3 weeks ago | Report Abuse

@CharlesT,
Yes, I will hold on to YTLPower.
No more cut loss on this stock.
Thank you.

Posted by OTB > 3 weeks ago | Report Abuse

Posted by BullOhBear > 21 seconds ago | Report Abuse

@ OTB Sifu

Amazon will invest US$6.2 billion in AI cloud and data centres in Malaysia. It will be very good news if Amazon really participates in the AI data centres of YTLPower like Nvidia. I believe this information will be available soon since Amazon has no intention to buy land and build AI data centres herself. If Amazon is keen to work with Nvidia on AI data centres, it is a logical choice to select the AI data centers of YTLPower.

I thought AWS has started construction of its own DC at Cyberjaya. Why would they collaborate with YTLP since they already have their own DC.
---------------------
Sorry, I do not know it.
It is my mistake.
Thank you for your good information.

Posted by ks55 > 3 weeks ago | Report Abuse

From 5.47 to 2.00, it is whopping 63.44% drop.
Still not too bad. Speculative stock generally follows 90% rule.
That is to say, theoretically can come down to 55sen.
Just find out how HYR and TopGlove fare after their spectacular speculation and the day after......

Posted by ks55 > 3 weeks ago | Report Abuse

YTLP may come down to 2.00, nothing is impossible.

Posted by ks55 > 3 weeks ago | Report Abuse

Likewise, it is possible YTLP can go up to 10 ringgit.
It just need to break 6 ringgit, then 8 ringgit, then it may come to 10 ringgit.

Posted by ks55 > 3 weeks ago | Report Abuse

Posted by ks55 > Oct 10, 2024 12:29 PM | Report Abuse X

If YTLP can cross 3.70, it may come to 3.80
If YTLP can cross 3.80, it may come to 4.00
If YTLP can cross 4.00, it may come to 5.00
If YTLP can cross 5.00, it may come to 6.00
If YTLP can cross 6.00, it may come to 8.00
If YTLP can cross 8.00, it may come to 10.00

Conversely:
If YTLP can come down to 3.60, it may come to 3.50
If YTLP can down to 3.50, it may come to 3.20
If YTLP can down to 3.20, it may come to 3.00
If YTLP can down to 3.00, it may come to 2.80
If YTLP can down to 2.80, it may come to 2.50
If YTLP can down to 2.50, it may come to 2.20
If YTLP can down to 2.20, it may come to 2.00

What I know before a share can shoot up to 10 ringgit, it must first to cross 6 ringgit, then 8 ringgit, then only 10 ringgit.

I am very certain the logic above represent the truth.

Posted by StarOfTheBull > 3 weeks ago | Report Abuse

SEA data centre boom, Thailand too, has decided to jump on the bandwagon.

Posted by Ran271221 > 3 weeks ago | Report Abuse

EPS YTLPOWR masih kukuh dan cerah. Mana boleh berbanding dgn Topglove

Posted by dragon328 > 3 weeks ago | Report Abuse

Mr. OTB, in my earnings projection for YTL Power, I still assume that there will be 100MW of RE export to Singapore continuing after the 2-year pilot program, based on installation of some 500MWp of solar power at a Johor site with battery solutions, and an average electricity selling price of SGD170/MWh. So I have projected a net profit contribution of RM225 million from this RE export to YTL Power from FY2026 onwards flat for at least 10 years to 2035 when more RE import to Singapore is expected.

Posted by dragon328 > 3 weeks ago | Report Abuse

If RE export quantity is for 150MW based on solar power, then the projected net profit for YTLP would be RM338 million a year as you highlighted above. But I tend to stick to the more conservative of the 100MW RE pilot program continuing into 2026.

Posted by OTB > 3 weeks ago | Report Abuse

I attended an Australian fund selling its unit trust or investment funds via The Standard Chartered on 22/10/2024 night.
This investment guru put almost 50% of its fund invested in electricity, RE and AI data centres only.
These sectors have a growth potential of 50% to 100% in the next 6 years until 2030.
The biggest investment portfolio is Nvidia even at such high share price.

This presentation confirmed my investment strategy on YTLPower which has electricity, RE and AI data centres.
YTLPower is the stock that fulfilled my investment strategy on electricity, RE and AI data centres.
If YTLPower really cannot perform well in the next 2 years, I will just blame my luck.

I believe strongly on projected profit projected by Mr dragon328 for next 5 years.
Good luck.
Thank you.

Posted by xiaoeh > 3 weeks ago | Report Abuse

Dear Dragon328
just to ask
do u buy and hold YTLP till your target price or
do you buy and sell when mkt not in your favor and buy back later till your target price?

Posted by cheated > 3 weeks ago | Report Abuse

6.3 TP where? Some more the so-call sifu said will sure get in 2024.

Posted by cheated > 3 weeks ago | Report Abuse

Dragon328 why got blamed instead not himself?

Posted by cheated > 3 weeks ago | Report Abuse

>5.4 don't sell because greedy want to earn more. 3.4 is it better now?

Posted by Zhuge_Liang > 3 weeks ago | Report Abuse

When there is an opportunity, cheated will attack sifu OTB.
Wait until 31/12/2024 to pass your remarks.

There are many brokers projected higher target price.
Target price of YTLPower set by broker
HLIB - 7.45
Macquarie - 7.30
Affin - 6.45
TA - 6.39
MIDF - 6.39
RHB - 5.94
CIMB - 5.50

No one has a crystal ball to know the actual target price.

Posted by StarOfTheBull > 3 weeks ago | Report Abuse

Now variance between analysts price and market price is very big. 🤔

Posted by ks55 > 3 weeks ago | Report Abuse

https://klse1.i3investor.com/servlets/stk/pt/6742.jsp

Those were the TP months ago. No more relevant when the price had dropped so much.
IB will only promote if the share price had moved up a lot, so they can dump to their clients.

Posted by ks55 > 3 weeks ago | Report Abuse

IB will never recommend to sell unless they see potential of share price appreciation. They want to collect cheap.

If they recommend to buy, meaning that they have collected more than enough tickets to sell to the unsuspected clients. They have ill intention to cheat.

Posted by ken2004 > 3 weeks ago | Report Abuse

Yes, ytlp can come down to 2 but like I said at first place how it can jump up, bcs of profit meeting expectation, to come down all the way to 2 will meet back the same rules I believe, surely likely profit plunge, cannot be the whole price just crash without anything to back this..........

Posted by ken2004 > 3 weeks ago | Report Abuse

If just follow target price, so accurate, everyone rich easily already lol, analyst just based on projection and estimation lol, it might not be as it is............

Posted by ken2004 > 3 weeks ago | Report Abuse

So many theory can come out, people can throw to push down the price purposely also, yes, can also due to market correction, those weaker holders will need to throw out......this is the stock market, risk everywhere..........

Posted by newbie9893 > 3 weeks ago | Report Abuse

Tech stocks & Navidia are back to uptrend , it is your turn! go..go..go

Posted by OTB > 3 weeks ago | Report Abuse

@ Mr dragon328,

Beside RE (100 MW) exported to Singapore, the profit is 225 million.
I knew it.

However, there is another extra RE produced (on top of 100 MW export to Singapore) to supply and to support its 150 MW AI data centres in Kulai which we missed out in FY 2026.
Please read my notes on calculation.

For FY 2027, the extra RE supply in Kulai is 230 MW (180+50).

I meant the extra profit from RE on 150 MW AI data centres in Kulai in FY 2026.
Please verify.
Thank you.

Posted by Aero1 > 3 weeks ago | Report Abuse

https://theedgemalaysia.com/node/730236
THE competition for an urban mobility infrastructure project to serve the southern Johor region is set to intensify as telecommunications and technology company, Theta Edge Bhd (KL:THETA), has switched over to a rival consortium. This move strengthens the grouping consisting of LBS Bina Bhd (KL:LBS), Ancom Nylex Bhd (KL:ANCOMNY), Sinar Bina Infra Sdn Bhd and BTS Group Holdings pcl, according to some quarters.

The addition of Theta Edge is expected to allow the consortium to compete more effectively against a rival group made up of YTL Power International Bhd (KL:YTLPOWR), SIPP Rail Sdn Bhd, Mobilus Sdn Bhd and Lion Pacific Sdn Bhd.

Previously, the YTLP–SIPP–Mobilus–Lion Pacific consortium was perceived to have the upper hand as it had proposed an automated rapid transit (ART) system for the Greater Johor Bahru region that was “preferred” by the state government.

YTLP and partners can win?

Posted by Aero1 > 3 weeks ago | Report Abuse

https://theedgemalaysia.com/node/731154
UK water companies will be allowed to invest billions more, Bloomberg reports

Posted by PureBULL ... > 3 weeks ago | Report Abuse

warren B's famous words:
u know who's swimming naked after its high tide.

that would mean good mgmt must have knowhow to release some good news of this GWS,
great winning stock that crashed from the high of 544 since July 2024, more than a 100 days ago.

when that happens, recovery would be fast n vigorous.
this is why US stocks always purebull, esply with the help of many vocal activist investors.

Be GOOD n responsible mgmt, will U? yes or YES.

Posted by dragon328 > 3 weeks ago | Report Abuse

@xiaoeh, I have bought a lot of YTL Power at around RM0.70 in the first batch, then added more at RM1.10-1.40. I did sell a little bit at prices from RM5.00 to RM5.30 for those lots I bought at around RM1.10 for the first 5-bagger gain.

For those lots bought at RM0.70, I am still holding and plan to hold till I get a 10 bagger from it, i.e. when YTLP share reaches RM7.00 expected by FY2026.

Posted by dragon328 > 3 weeks ago | Report Abuse

Mr. OTB, now I see where you are coming from. You were thinking that out of the planned 500MW solar power farm in Kulai, 100MW would be used for RE export to Singapore, 150+80MW would be used to power the secured 230MW AI data centres, 20-30MW reserved to power the 32-40MW colocation data centre with SEA Ltd, so there would be some 150MW of solar power capacity left for RE export to Singapore.

But it does not work that way for RE export to Singapore.

Firstly, the 668ha of site at Kulai is sufficient to install a max of 500MW of solar power. That's enough to power up at best 250MW of AI data centre with battery solutions. That is because solar power can generate electricity for 4 to 6 hours a day in general, so it takes at least double the size of solar power peak capacity to power up the AI data centre of certain power load, eg. you need to install at least 200MWp of solar power plus big battery storage in order to power up a 100MW AI data centre, with 100MW of electricity generated during the day when sunlight is available at the strongest for 4-6 hours, then 100MW x 3 times of battery storage to continue the power supply to the data centre for another 12-18 hours of the day, with the balance supplied from the grid. I think you need to have RE to power up the AI data centre for about 20 hours a day minimum to qualify for a green data centre.

Similarly, for RE export to Singapore, the EMA will specify continuous supply of the RE at certain capacity or at least 16 hours/day of RE supply during the peak demand periods of electricity demand in Singapore. So for a 100MW of RE export to Singapore, we will need solar power installation of about 400MWp with at least 300MW of battery storage in order to supply minimum 16 hours a day of RE supply.

For the pilot project of 100MW solar power export to Singapore that YTLP has secured from Singapore EMA, YTLP is having a temporary arrangement with Tenaga to supply the required RE to Singapore, until YTLP installs sufficient solar power at a new site in Malaysia. It is awaiting the details of the Third Party Access (TPA) to be finalised before it decides where to install the solar power farm, I think.

I have gathered info that YTLP has secured some sites in the northern region of Peninsular Malaysia as sun intensity is the highest in the northern region.

Posted by Ran271221 > 3 weeks ago | Report Abuse

Saya sudah beli YTLPOWR dan YTL lebih drpd 20 tahun. Didapati dividennya memuaskan. Kadang kala beli lagi ketika harga jatuh.

Posted by Ran271221 > 3 weeks ago | Report Abuse

Masa kebelakangan ini, saya baru dpt banyak maklumat tentang YTLPOWR dan YTL drpd Dragon328, OTB dll. Take sangka YTLPOWR sudah jadi superstar.

Posted by ValueInvestor888 > 3 weeks ago | Report Abuse

today net fund inflow for YTLP, after so many days outflow...
Msia mkt still in consolidation mode... no fun at all last few months.
More exciting mkt is US and HK Mkt where most funds are heading to...

Posted by CharlesT > 3 weeks ago | Report Abuse

Same modus operandi with Glove

Sold many lands for good profit...but unsustainable

Share price goreng up few hundred percent, then followed with Bonus issues

Jaga-jaga with Cresndo

Posted by newbie9893 > 3 weeks ago | Report Abuse

i've collected tons of YTLP@3.38-3.42, to be rewarded very soon...good luck to me

Posted by xiaoeh > 3 weeks ago | Report Abuse

Noted and thanks Dragon328

Posted by newbie9893 > 3 weeks ago | Report Abuse

closed highest@3.44 today, should continue up up tomorrow

Posted by Income > 3 weeks ago | Report Abuse

The full will detach from his Rm.

Posted by dragon328 > 3 weeks ago | Report Abuse

https://www.theedgesingapore.com/news/energy/work-begins-ytl-corporations-800-mil-600mw-hydrogen-ready-combined-cycle-gas-turbine

This new 600MW hydrogen-ready CCGT in PowerSeraya to be commissioned by end of 2027 will contribute about RM700 million of net profit a year from 2028 to YTL Power based on my base case assumptions. If green hydrogen fuel costs can drop by half in next 5 years as projected by some international energy experts, the potential profit margin from this 600MW CCGT will be higher. At the start, it will be 50% hydrogen capable upon completion. It can be retrofitted to achieve 100% hydrogen-readiness in the future.

Meanwhile, this new CCGT project will provide S$800 million worth of construction work to YTL Corp as it is the turnkey contractor to carry out this job for next 3 years.

Posted by MrFox > 3 weeks ago | Report Abuse

yes coal is PureBullshit!!!
haha

Posted by DevOpsEngineer > 3 weeks ago | Report Abuse

See oklo share price. Went up 200% within one month..
Nuclear energy is out future..

Posted by DevOpsEngineer > 3 weeks ago | Report Abuse

If YTLP venture into nuclear energy then share price will go up to 10

Posted by OTB > 3 weeks ago | Report Abuse

@ Mr dragon328,
Please note that YTLPower will set up its own RE to supply electricity to the AI data centres in Kulai.
Beside we calculate the net profit from leasing of these AI data centres, we miss out the potential net profit from the supply of the RE (electricity) to these data centres.

Assume in FY 2026, the leasing of 100 MW of AI data centres and 50 MW of data centres without AI, these total 150 MW of data centres (both AI and without AI) required RE electricity to operate these data centres.
YTLPower builds these RE stations to supply electricity, there is a net profit from these RE supplies.
Using a rate at 2.25 million net profit per year for 1 MW of data centres, 150 MW of data centres will enable YTLPower to earn a big profit of RM338 million per year.
We did not factor in this extra profit in our calculation.
The right calculation of net profit from these data centres should be as follows :-

Calculation
If the charge per GPU per hour = USD 3.25 (100 MW) for FY 2026
Total revenue per year = USD (3.25*78.432*24*365/1000) = USD2232.96 million
Exchange rate (1 USD = RM 4.20) = RM9378.428 million
Net profit margin (30%) = RM2813.528 million
Net profit from leasing 48 MW to Sea Ltd per year = RM100.800 million
YTLPower owns 60% of this data center.
The net profit from YTLPower = 1748.597 million per year
Net profit to supply 150 MW of RE (electricity) = 338.000 Million per year (please note)
Total net profit from DC = 2086.597 Million
Number of shares issued = 8.264 billion
EPS = 0.252

FY 2026
EPS from DC = 0.252
EPS from the existing business less 10% due to appreciation of RM = 0.387
Total EPS = 0.639
Assume PER = 10, the target price = 6.39
Assume PER = 15, the target price = 9.59

Thank you.

Posted by OTB > 3 weeks ago | Report Abuse

Posted by PureBULL ... > 3 hours ago | Report Abuse

Nicholas Yap, [2024-10-23 5:23 AM]
Work begins on YTL Corporation’s $800 mil 600MW hydrogen-ready combined cycle gas turbine in Jurong Island
https://www.theedgesingapore.com/news/energy/work-begins-ytl-corporations-800-mil-600mw-hydrogen-ready-combined-cycle-gas-turbine

INVESTORS, [2024-10-23 5:27 AM]
i just shouted that YTL might be lousy mgmt. then comes this GREAT news.
--------------------
Hope that foreign funds will stop selling YTLPower shares further.
Hope that the worst is over, the share price of YTLPower will rebound from this news.

Good luck.
Thank you.