Posted by dragon328 > 3 weeks ago | Report Abuse

The current share price weakness may be due to some temporary noise such as the MACC case which itself is just smoke and mirror, foreign funds trimming to swift funds to China/HK (this selling happens to many other big caps in Bursa), fake negative news like Nvidia pulling out of Malaysia or delays in Blackwell chip delivery, strong ringgit to depress earnings blablabla.

I won't be too concerned with such short term volatility, as I believe at the end of the day, fundamentals prevail.

YTL Power is the cheapest utility and big cap stock in Bursa with forward PER of just 7x, a steal for a blue chip company that is seeing earnings growth of double digits over next 5 years. Funds will eventually return to this gem.

Short sellers and business rivals can only do as much, causing short term fear and selling and will not last long. In fact, net short positions on YTL Power have dropped substantially since late August, indicating that the real money has already been taken off the betting table.

Long term investors can just relax and ride though the current volatility. In fact, the volatility has given great opportunities to long term investors to gain entry at bargain prices.

Posted by StarOfTheBull > 3 weeks ago | Report Abuse

Maybe an upcoming good QR (if) can save the day. I guess.

Posted by cwc1981 > 3 weeks ago | Report Abuse

Hope the smoke will clear

Posted by supafly83 > 3 weeks ago | Report Abuse

Most Beautiful HnS on the daily chart. Target 1.2 area. I hope it breaks. Let’s goooo sellerssss

Posted by Loh Kok Wai W > 3 weeks ago | Report Abuse

Now no long term ivest...is past already...had more profit..sold...

Posted by HumptyDumpty > 3 weeks ago | Report Abuse

@Dragon perhaps the government new propose dividend tax make some fund move away?

Posted by rob_z3_man > 3 weeks ago | Report Abuse

This year is waterfall year
Notion waterfall
YTLPOWER Mega Waterfall coming soon
MACC very powerful yea

Posted by Johnchew123 > 3 weeks ago | Report Abuse

1MDB case ,YTLpower makan duit government , heard rumour MACC going to charge his boss ,
Similar 1MDB ,makan duit government ,koyak TP = 2.80 ,when YTL power officially charge by MACC in court

Posted by dragon328 > 3 weeks ago | Report Abuse

@HumptyDumpty, I do not think that the new proposed dividend tax will have much impact on foreign funds interests in Bursa, as it is only 2% tax for dividend income above RM100k a year.

I think foreign funds are shifting some fund to China and Hong Kong markets after the big stimulus measures announced by Beijing in late August.

On the contrary, our Budget 2025 did not seem to have any positive measures on listed companies. Despite our PM calls for our GLC funds and institutional funds to bring back more money from abroad to invest in the local market, EPF and the likes have not been seen as aggressive buyers of local stocks, at least it is not enough to counter the outflow of foreign funds, I think.

Posted by dragon328 > 3 weeks ago | Report Abuse

You see Tenaga is also suffering from foreign selling, it looks like, with over 11m shares traded, which is big at RM14.50 x 11m = RM160m of money taken out.

YTLP is seeing a value of RM3.22 x 31m = RM100m of money out today.

Posted by dragon328 > 3 weeks ago | Report Abuse

Gamuda is seeing liquidation of RM8.50 x 11.3m = RM96m

CIMB saw RM8.10 x 13.5m = RM109m of money out

Maybank saw RM10.60 x 12m = RM127m of liquidation

Posted by supafly83 > 3 weeks ago | Report Abuse

I think as the odds start to fall into Trumps favour, green energy stocks will fall. Trump is pro Oil.

Posted by HumptyDumpty > 3 weeks ago | Report Abuse

Noted , thanks.

Posted by TradeBursaForALiving > 3 weeks ago | Report Abuse

YTLPOWER has broken RM3.26 and its next support will be RM2.49. However, there will be a psychological resistance at RM3.00. There might be a huge possibility that it will test RM3.26 before continuing plunge.

Posted by ken2004 > 3 weeks ago | Report Abuse

Now only notice so many call warrant under ytlpwr especially those expiring, thinking if the current price all below the exercise price, then consider all the call warrant own burn?

Posted by Loh Kok Wai W > 3 weeks ago | Report Abuse

YTL POWER drop until 1.00...not surprice...

Posted by fx115w > 3 weeks ago | Report Abuse

Wow, can’t believe the bargain.
I strongly believe this is due to YTL-C78
price pressing.
My previous C77 still can fetch 0.60, this
C78 really GG.

Posted by Jetstream > 3 weeks ago | Report Abuse

@fx115w, if C78 is really GG, it begs the question why people still want to buy call warrants when they know the IB will press the price down to the warrant price..

Posted by fx115w > 3 weeks ago | Report Abuse

@Jetstream. it all depend on timing.
Buying call warrant is equal to gamble.
Your profit or loses it magnifies by
10 times. Sometimes, IB won’t able to
to do anything in a purebull run situation.
if I tell you that I managed to make 4000% profit from previous round of call warrants, would you believe it?
On a bad day, all my call warrant like
YTL-c51 is reduced to zero. That’s life.
It is purely gamble. It is not for the faint hearted.

Posted by Jetstream > 3 weeks ago | Report Abuse

@fx115w, thanks for explaining. 10x profit / loss, indeed not for faint hearted.

Posted by Mabel > 2 weeks ago | Report Abuse

Current price looks delicious..

Will revisit YTL Power when it breaches RM 3..

All the Best Guys!

Meow

Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

1 month ago | Report Abuse

#twobits Meow meow,
Load up any ytlp today?
09/09/2024 6:39 PM

No twobits. As Mabel’s Sifu always said “Be fearful when others are greedy” as Mabel see many Uncles and Aunties are so greedy today. Beside YTLPOWER journey with MACC has just begun and Technical Chart is still not looking great for any re-entry.

In the often-bearish month of September, Mabel strategic move paid off handsomely. Last week, Mabel locked in her profits from YTLPOWER, selling at RM 3.71 per share when the MACC News Exploded, a smart decision given her cost base of RM 3.675. This manoeuvre netted her a tidy profit of RM 0.035 per share.

With her newfound gains, today Mabel turned her attention to CIMB, capitalizing on their September promotion. She bought shares at RM 8.13 and RM 8.12, averaging out to RM 8.125 per share. As the market closed today, CIMB’s shares stood at RM 8.49, giving Mabel a solid profit of RM 0.365 per share with 0.27 sen Cash Back Coupon cuming on 27th September.

Had she held onto YTLPOWER, she would have faced a loss of RM 0.295 per share, as the stock closed at RM 3.38 today. Instead, Mabel’s astute decision-making not only shielded her from potential losses but also allowed her to capitalize on CIMB’s promotion, setting her up for a rewarding September.

CIMB September Promotion to buy before 13th September for 27 sen Cash Back Coupon (Dividend). Coupon redeemable on 27th September.

Let’s break down Mabel’s transactions and calculate the profits:
1. YTLPOWER Transaction:
Selling Price: RM 3.71
Cost Price: RM 3.675
Profit per Share: RM 3.71 - RM 3.675 = RM 0.035

2. CIMB Transactions:
Buying Prices: RM 8.13 and RM 8.12
Average Buying Price: (RM 8.13 + RM 8.12) / 2 = RM 8.125
Closing Price: RM 8.49
Profit per Share: RM 8.49 - RM 8.125 = RM 0.365

3. YTLPOWER Potential Loss:
Current Price: RM 3.38
Cost Price: RM 3.675
Loss per Share: RM 3.675 - RM 3.38 = RM 0.295

To Our Success !

Meow Meow Meow

Posted by xuxu > 2 weeks ago | Report Abuse

the US election is coming and FF cash out , can catch some but not now

Posted by WilburR2 > 2 weeks ago | Report Abuse

@TradeBursaForALiving man you are sharp.

[There might be a huge possibility that it will test RM3.26 before continuing plunge.]

Posted by StarOfTheBull > 2 weeks ago | Report Abuse

Up because of FF, down also because of FF. US election 5 Nov needs funds yeah.

Posted by xuxu > 2 weeks ago | Report Abuse

Who caught yesterday, wanna think twice to average down

Posted by KooSan > 2 weeks ago | Report Abuse

Really power...day day drop....my poop also didn't drop this much

Posted by newbie9893 > 2 weeks ago | Report Abuse

non stop breeding.......i will collect back if it drop to 3.00

Posted by KooSan > 2 weeks ago | Report Abuse

Nvidia going Thailand liao....will not partner with a corrupted company like this lor

Posted by newbie9893 > 2 weeks ago | Report Abuse

forget about tech stock now...pls go & sapu plantation counters if you want to earn some pocket money

Posted by Eddy365 > 2 weeks ago | Report Abuse

这样大只的黑熊没有看到？你看到的是神龙摆尾？

Posted by Eddy365 > 2 weeks ago | Report Abuse

大势已去，你醒了吗？
你醒了没有？
你还没有醒吗？

股票赚钱了，你贪心不要离场。
股票亏钱了，你Haolian不要止损！

你什么时候才醒呢？

Posted by klee > 2 weeks ago | Report Abuse

HOOT

Posted by klee > 2 weeks ago | Report Abuse

Dragon,dont say me no support you.

Posted by ValueInvestor888 > 2 weeks ago | Report Abuse

my fingers very itchy @ 3.12

Posted by ggleow > 2 weeks ago | Report Abuse

https://www.channelnewsasia.com/business/nvidia-plans-invest-thailand-bloomberg-news-reports-4694086


ggleow ytl power. Nvida skip msia and go to thailand

Posted by klee > 2 weeks ago | Report Abuse

ytlp pe now 7 vs tenaga pe 23

Posted by Needluck > 2 weeks ago | Report Abuse

some said Nvidia data center move to other country but taiwan tv news reported yesterday that Nvidia data center Malaysia will finish construction by this year end, so which is true ah?

Posted by klee > 2 weeks ago | Report Abuse

grossly oversold la,bounce due...dead cat or not no one knows

Posted by TradeBursaForALiving > 2 weeks ago | Report Abuse

I believe the funds will push it back to 3.26 to trap more people. As for YTL, 2.12 will be retested. This will make sure that people will throw down on the next plunge.

Posted by klee > 2 weeks ago | Report Abuse

nov n dec are the most bullish months for stocks....dragon,see your luck lor....lol

Posted by treasurehunt > 2 weeks ago | Report Abuse

Papan gelongsor. Target 2.54

Posted by Loh Kok Wai W > 2 weeks ago | Report Abuse

不要对股票有感情。。要对钞票有感情；赚了差不多卖出永远没有错，给他人赚一点。。。花无百日红，人无千日好。。市场一逆转好股，蓝筹股也照样跌 ！长期投资已经过时了。。

Posted by robrob121212 > 2 weeks ago | Report Abuse

YTLPower RM2, if MACC case persist RM 1.50

Posted by limch > 2 weeks ago | Report Abuse

Malaysia Nvidia is NationGate not YTL Power?

Posted by klee > 2 weeks ago | Report Abuse

the kiss of the dragon,lets go....

Posted by xuxu > 2 weeks ago | Report Abuse

aiyo why don't dump till 3.0 ? hehe

Posted by OTB > 2 weeks ago | Report Abuse

YTL Power shares suffered heavy selling yesterday, apparently due to a rumuor that YTL name had been removed from the global partner list of Nvidia. I must clarify that this is a fake news.

In a post in LinkedIn below by a Nvidia VP after the launch of Blackwell B200 GPUs, YTL was put on the same level as Google and Oracle so YTL Power is not just a normal partner or distributor of Nvidia.

https://www.linkedin.com/posts/alexisbjorlin_gtc24-gtc24-dgxcloud-activity-7176653089066684416-aLPY?utm_source=share&utm_medium=member_ios

GTC conference in March 2024

During its recent GTC conference in March, Nvidia announced the launch of the new Blackwell platform, with only select partners with first access to the chips.

The list includes hyperscalers (AWS, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure).

Nvidia Colour Partners (Applied Digital, Coreweave, Crusoe, IBM Cloud, Lambda).

Sovereign AI cloud providers (Nebius, Nexgen Cloud, Singtel, Yotta, and YTLP).

Remarks
YTLPower is the official AI data centres and cloud providers of Nvidia in Malaysia. The official agreement on the partnership between YTLPower and Nvidia was signed in 2023.

Presently, Nvidia has agreed to lease 100 MW, a hyperscaler has agreed to lease 40+40 MW, a total of 180 MW of AI data centres in FY 2026/7.

Sea Ltd has agreed to lease 48 MW of data centres without AI in FY 2026.

Malaysia, Indonesia, Thailand and Vietnam are new members of BRIC.
No such news that Nvidia will shift its AI data centres from Malaysia to Thailand because Thailand is also a new member of BRIC.

Please write with facts and figures.
Good luck.
Thank you.

Posted by cheated > 2 weeks ago | Report Abuse

Hengyuan, Jaks, Hiaptek and many more counters also OTB promoted before what happen now?

Posted by cheated > 2 weeks ago | Report Abuse

A good sifu not only must advise his followers what counters to buy but when to sell is equally important so as not to get trapped when share price falls.

Posted by KooSan > 2 weeks ago | Report Abuse

@ OTB HOW LONG WAS THAT NEWS? That time ppl still got high regard with this fan shu. To me simple common sense, if you are Nvidia would you partner with a corrupted scum?