Posted by slts > 8 hours ago | Report Abuse

MACC investigation overwrite your assumptions

Posted by wangge > 8 hours ago | Report Abuse

MACC no case

Posted by OTB > 7 hours ago | Report Abuse

Posted by dragon328 > 16 hours ago | Report Abuse

Some corrections to my post above on YTL DCs.

YTL DC 1 is rated 72MW capacity and is largely leased to SEA Ltd for colocation data centre.

YTL DC2 is now rated 20MW for Nvidia AI data centre, to be expanded to 100MW once Blackwell GPU supply contraints are overcome in 2025

YTL DC3 has 80MW IT load and is for a hyperscaler mentioned before

YTL DC6 is for 40MW IT load and is a built-to-suit data centre for a large multinational corporation (MNC) customer. This data center is expected to be ready for service in mid 2025. This is new to me, which I have not inputed any earnings contribution for.
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Dear Mr dragon328,
I have a few questions to ask.

1.) YTL DC 1 is rated 72MW capacity and is largely leased to SEA Ltd for colocation data centre.
Q : Will this profit reflect in FY 2025 result (total or partial) ?

2.) YTL DC2 is now rated 20MW for Nvidia AI data centre, to be expanded to 100MW once Blackwell GPU supply contraints are overcome in 2025
Q : Is this profit from 20 MW reflects in FY 2025 ?
Q : Is the profit from 100 MW reflects in FY 2026 ?

3.) YTL DC3 has 80MW IT load and is for a hyperscaler mentioned before
Q : Are the profits from these 80 MW will be reflected in FY 2026 or FY 2027 ?

4.) YTL DC6 is for 40MW IT load and is a built-to-suit data centre for a large multinational corporation (MNC) customer. This data center is expected to be ready for service in mid 2025.
Q : Are the profits from these 40 MW will be reflected in FY 2025 (partial) or FY 2026 (full) ?

Please advise.
Thank you.

Posted by ken2004 > 7 hours ago | Report Abuse

Till now also I confuse on MACC role here as MACC is to catch who in bribing and receiving bribe to me but in recent case, are they the right person to investigate on fraud, contract breach, is this their role to determine that actually......

Posted by sexy > 7 hours ago | Report Abuse

Based on the read up, MACC is checking the quality issues of the Internet. Example if the Internet speed is stable or not.

Posted by ken2004 > 7 hours ago | Report Abuse

Yes, but is this MACC role LOL, internet speed stable or not, should this not be our communication minister role for example, MACC to me is like checking whether the whole contract value 4 billion (not sure i got the value correct or not) delivered or not, but come to you mind, then is this even MACC expertise......

Posted by ken2004 > 7 hours ago | Report Abuse

Anyway, I am more to more theory on the warrant mature date LOL, on 3.36 this 15 Nov and 2.88 this 28 Nov, whether the price push down then all this warrant burn.

Posted by sexy > 6 hours ago | Report Abuse

Eh.. i just did a speed test at home. Strangely the results is only 130mbps when I have subscribed for a 500mbps package.

Posted by dragon328 > 6 hours ago | Report Abuse

Mr. OTB, I will try to answer some of your questions above.

1) YTL DC1 has started operations with 8MW already leased out to SEA Ltd since June 2024. As the revenue and earnings contribution is still small from this colocation data centre, I think it will not be reflected in a separate DC segment in the PBT breakdown in the coming Q1-Q2 FY2025. SEA Ltd will progressively lease out more space in DC1, I heard something like adding 8MW every year until it takes up 48MW in total. So DC1 will contribute partially in FY2025, more in FY2026 and even more in FY2027 & beyond.

2) Based on what was reported earlier, the 20MW AI data centre in DC2 will be ready in Q1 CY2025, so I expect it to start contributing meaningful earnings to YTLP from Q4 FY2025. As for the balance 80MW which will be progressively installed from mid 2025 when Nvidia chip supply gets relaxed. I now assume another 30MW to come in towards end of 2025 and start contributing earnings in FY2026, with the balance 50MW to contribute in FY2027.

3) DC3 80MW Ai data centre will be ready in mid 2025, and so will start contributing in FY2026 in full

4) The 40MW in DC6 will also complete in mid 2025 so will contribute in full in FY2026.

Posted by sexy > 4 hours ago | Report Abuse

My physic power tells me that share price could start to move upwards on 21st or 22nd Nov.

Posted by OTB > 4 hours ago | Report Abuse

Mr dragon328,
Thank you for your information.
I really appreciate it.
Thank you.

Posted by awp380 > 3 hours ago | Report Abuse

Me too. thanks dragon328 Appreciated

Posted by michaelwoo > 3 hours ago | Report Abuse

Is the bull run in klse dead ???. Wonder why ff is selling.

Posted by rchi > 2 hours ago | Report Abuse

FF are selling becos of
1. strong usd after trump won led to selling of ringgit denominated assets incl stocks
2. incoming trump tariff of up to 20%

It is all becos of the donald.

Posted by jenson68 > 1 hour ago | Report Abuse

Thanks for the precise information @ dragon328 !!