Posted by dragon328 > 1 week ago | Report Abuse

@wkc5657, you may make whatever assumption you want, but I have conveyed the clarification from YTL side. And I believe what was said from the horse mouth, that is there will be no delay in YTLP rolling out the AI data centre in early 2025.

You may choose to dig further info from your own sources and to listen to hearsay from whatever writer posting news on the tech website, that is your issue, not mine.

Posted by Aero1 > 1 week ago | Report Abuse

https://www.cloudgaming.my/
by yes
any potential?

Posted by dragon328 > 1 week ago | Report Abuse

Anyway the share price of YTLP has dropped to an extent which has factored in zero earnings contribution from AI data centres, what is there to fear with another 2 months of wait till the actual Blackwells are delivered to Kulai ?

Based on earnings from PowerSeraya, Wessex, Jordan, Jawa Power, Yes 5G and UK Brabazon project, YTLP will have steady base earnings of above RM3.2 billion or EPS of 40 sen. It is now trading at just 8x PER on utility earnings (without any AI data centre).

I am sure foreign fund managers will know how to evaluate the risk and prospects, and will certainly not listen to hearsay here and there.

Posted by slts > 1 week ago | Report Abuse

MACC investigation overwrite your assumptions

Posted by wangge > 1 week ago | Report Abuse

MACC no case

Posted by OTB > 1 week 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.
---------------
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 > 1 week 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 > 1 week 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 > 1 week 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 > 1 week 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 > 1 week 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 > 1 week 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 > 1 week ago | Report Abuse

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

Posted by OTB > 1 week ago | Report Abuse

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

Posted by awp380 > 1 week ago | Report Abuse

Me too. thanks dragon328 Appreciated

Posted by michaelwoo > 1 week ago | Report Abuse

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

Posted by rchi > 1 week 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 week ago | Report Abuse

Thanks for the precise information @ dragon328 !!

Posted by sexy > 1 week ago | Report Abuse

Looks like market maker is tired to buy sell buy sell for the volume already. But rule is rule. We need to wait until 20th Nov

Posted by sexy > 1 week ago | Report Abuse

Typo error. Should be 21st or 22nd Nov

Posted by BullOhBear > 1 week ago | Report Abuse

21/22 Nov is the QTR result announcement?

Posted by ken2004 > 1 week ago | Report Abuse

After 28 Nov better lol

Posted by findfreedom > 1 week ago | Report Abuse

IT is the sexiest day of November.

Posted by Bernard85 > 1 week ago | Report Abuse

Plantation is the sexiest in November 😆 CPO price has gone crazy

Posted by ken2004 > 1 week ago | Report Abuse

Wah, really handing to 2.88 by 28 Nov? So far, all the pricing really fall below the warrant price by mature date..........

Posted by cktay > 1 week ago | Report Abuse

In today's NYT article .... this paragraph ....
A 15-minute drive away, another dusty construction site looked out of place surrounded by palm trees. It’s the location of a large Nvidia data center that is part of a $4.3 billion partnership with YTL Power International, an energy subsidiary of one of Malaysia’s biggest conglomerates.
Note NYT call it "Nvidia data center"😀

Posted by michaelwoo > 1 week ago | Report Abuse

WTF. So hard to climb 0.08 in two days and drop 0.10 also in 2 days. W/out FF buying all legs has been chopped off.

Posted by Antifanaticracism > 1 week ago | Report Abuse

What happened

Posted by sexy > 1 week ago | Report Abuse

There is a chance market maker wants the price to lower down to RM3 or even RM2.9 by 21/22 Nov before going up towards RM4.

Posted by Antifanaticracism > 1 week ago | Report Abuse

We are like sitting ducks, waiting to be bombed

Posted by darrenliew > 1 week ago | Report Abuse

Tom DeMark says the stock market is nearing a top as he draws 1929 parallels https://www.marketwatch.com/story/tom-demark-says-the-stock-market-is-nearing-a-top-as-he-draws-1929-parallels-5d05153b

Posted by darrenliew > 1 week ago | Report Abuse

Investors are bracing for higher-for-even-longer interest rates
‘Higher for longer is going to persist even potentially into 2026,’ says portfolio manager Peter Azzinaro
By
Vivien Lou Chen
Follow
Last Updated: Nov. 15, 2024 at 4:07 p.m. ET

Posted by darrenliew > 1 week ago | Report Abuse

https://www.benzinga.com/personal-finance/24/11/41949050/bill-gates-warned-the-u-s-will-experience-another-2008-style-financial-crisis-he-cant-predict-when-but-says-this-is-a-certainty

Posted by sagaho123 > 1 week ago | Report Abuse

Bursa never disturb KNM due to various reasons. They are aware KNM has a deal going which will lift them out of PN17. They are serously working on it. They just need a bit time. The other reason is that KNM is 75% owned by public. The repercussions will be big is anything happen to them. So we are not so worried about Bursa, as mentioned earlier by some people. We just anxious about the ongoing deal to be confirmed or not. I think so far no bad news as Trump won't become President overnight. Need time to swear in also.

Posted by darrenliew > 1 week ago | Report Abuse

U.S. companies could be caught in the crosshairs if China retaliates to fight Trump
Published Fri, Nov 15 202410:47 AM ESTUpdated Fri, Nov 15 202412:48 PM EST
thumbnail
Eunice Yoon

Posted by darrenliew > 1 week ago | Report Abuse

With President-elect Donald Trump’s trade and foreign policy team taking a hawkish stance toward China, U.S. companies are increasingly concerned a hard-line approach could stunt their prospects in the world’s second-largest economy – and turn them into targets of Chinese retaliation.

Trump has threatened to hit China with at least 60% tariffs and vowed to end reliance on the country. That alone would be disruptive. It would force companies to scramble to find other sources of supply, American consumers to pay higher prices at the store, and, according to many experts, lead to job losses.

Posted by MrFox > 1 week ago | Report Abuse

crafty Fox says if you have less$ than XXXX, then haVE A LOOK AY EMERGING LIGHWEIGHT CRYPTOS!@
if u have guts like me , willing to burn the $! for long term like 10 years! not short term! that now 220!!! me just entered 2/3 moons ago and profit now >35%!!!

WHAT A FEELING!!!
HAHA

Posted by Sslee > 1 week ago | Report Abuse

Mike-tikus Kid, do you have nothing better to do but keep using your multi ID to lepak in i3 and cari gaduh?

Posted by sexy > 1 week ago | Report Abuse

Based on crystal ball strategy, the most likely outcome is QR out on 22nd Nov, then price will start HIGH TIDE unstoppable. For now, there is a great chance market maker wants the price to lower down to RM3 or even RM2.9 by 22nd Nov before going up towards RM4 starting from 25th Nov.

Posted by wangge > 1 week ago | Report Abuse

@darenliew, impossible tariff 60% , they self commit suicidal

Posted by mf > 1 week ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

43,444.99

-305.87

0.69%

Nasdaq

NASDAQ Composite

18,680.12

-427.52

2.23%

Posted by darrenliew > 1 week ago | Report Abuse

Postelection stock market thrust unable to be sustained as rate and valuation worries creep back in

Posted by fesizabu123 > 1 week ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

43,444.99

-305.87

0.69%

Nasdaq

NASDAQ Composite

18,680.12

-427.52

2.23%

Posted by fesizabu123 > 1 week ago | Report Abuse

Based on crystal ball strategy, the most likely outcome is QR out on 22nd Nov, then price will start HIGH TIDE unstoppable. For now, there is a great chance market maker wants the price to lower down to RM3 or even RM2.9 by 22nd Nov before going up towards RM4 starting from 25th Nov.

Posted by Agjl > 1 week ago | Report Abuse

By time QR out there will be tide but i m so sure about high tide. My feeligs are low tide. There are too many trap bulls in this stock. Need time to clear. Hope i m wrong. Cheers

Posted by Agjl > 1 week ago | Report Abuse

Even 3.50 is a far fetch price to me i the short term. Once it touches 3.30 there will be mass exodus. Jst my feelings. Its a good stock but the timing of entry is crucial.

Posted by darrenliew > 1 week ago | Report Abuse

Malaysia rejects US call to 'stop being friendly' with Russia — PM
WorldNovember 01, 18:00
Anwar Ibrahim said the call came during a meeting with US Secretary of State Antony Blinken on the sidelines of the 19th East Asia Summit in Laos

Posted by Eagle77 > 1 week ago | Report Abuse

Doomsday coming ⬇️⬇️⬇️🩸🩸🩸☠️

Posted by Eagle77 > 1 week ago | Report Abuse

Sell fast and switch to JPG 🌴🌴🌴💰💰💰💥💥💥

Posted by darrenliew > 1 week ago | Report Abuse

hours ago


wangge

@darenliew, impossible tariff 60% , they self commit suicidal

16 hours ago
Wangge
YES. AGEEE IT WILL BE MADNESS WITH HUGE DISRUPTIONS IN INTERNATIONAL TRADE /ECONOMY BUT THIS PRESIDENT HAD BEEN KNOWN TO BE HIGHLY UNPREDICTABLE.
HEREIN LIE THE GREAT RISKS AND UNCERTAINTIES