Posted by MrFox > 1 week ago | Report Abuse

here, there everywhere see $$$! that..now 238!!!
what a feeling!!!!!

haha

Posted by MrFox > 1 week ago | Report Abuse

abt 50% gain with just a few moons!

Posted by Permutation > 1 week ago | Report Abuse

@Dragon328; @OTB,
I know you have posted your est EPS and TP for FY2025. However in light of the new development politically
[ Trump's win ] and progress of DCs.
Do you have a revised EPS and TP for FY2025?
TQ

Posted by OTB > 1 week ago | Report Abuse

@Permutation,
EPS for FY 2025 is slightly better than FY 2024 if the net profit of AI data centres is included in FY 2025 results.
I believe and we can read an explosive earning of AI data centres in FY 2026.
Wait patiently to read FY 2026 results.
To me, it is an opportunity to accumulate an AI/Nvidia proxy in Malaysia which is trading at a very low PER.
I believe Nvidia bless YTL Power in Malaysia.

Please read this link on YTL Power.
https://www.tradingview.com/symbols/MYX-YTLPOWR/forecast/.
There are 13 analysts covered this stock, the ratings are 11 strong buy, 1 buy and 1 hold. There is no sell call at all. The minimum target price is 4.00, the average target price is 5.77 and the highest target price is 7.45.

Thank you.

Posted by Permutation > 1 week ago | Report Abuse

@OTB,
TQVM

Posted by wangge > 1 week ago | Report Abuse

@OTB n Dragon328. My sincere appreciation respect the passion that you have in YTLpower and its Nvidia proxy is second to none !

Posted by ken2004 > 1 week ago | Report Abuse

A gamble for short term whether the coming qtr will meet target or not else sure drop to below the latest warrant to mature, 2.88 atleast..........

Posted by klee > 1 week ago | Report Abuse

Mr OTB.Now wall street is at all time high.Same with most markets.
Between now and 2026,would you not expect a major correction?
As for dragon,his style is hold n never sell la.

Posted by speakup > 1 week ago | Report Abuse

Now we all know what a Pariah market pur bursa is. Bursa is a Pariah market and will Always be a Pariah market

Posted by Antifanaticracism > 1 week ago | Report Abuse

We wait, we are sitting ducks

Posted by sexy > 1 week ago | Report Abuse

Hmm.. Mr Market wants each day to drop 5 cents to reach 2.9 on 22nd Nov before a TREND reversal on 25th Nov. It could be a good guess.

Posted by OTB > 1 week ago | Report Abuse

@klee,
Based on good economy data shown in Malaysian economy and GDP, I expect KLSE to perform well in the next 2 years.
I will be very disappointed if KLSE failed to perform again.
Most analysts predict FBMKLCI will hit 1,750 by 2024, it appears not likely to happen now.

I am prepared to buy and hold YTL Power a bit longer term until FY 2026 result is out.
I believe strongly AI data centres will bring an explosive net profit to YTL Power in FY 2026.
I am very focus on YTL Power only in the next 1 to 2 years.
I may ignore other stocks to focus on YTL Power only.
To me, it is an opportunity to accumulate an AI/Nvidia proxy in Malaysia which is trading at a very low PER.
I believe Nvidia will bless YTL Power in Malaysia.
Thank you.

Posted by OTB > 1 week ago | Report Abuse

@klee,
The global AI data center market is projected to experience significant growth over the next decade. The overall data center market, heavily influenced by the adoption of AI, cloud computing, and edge technologies, is estimated to grow from US$232.4 billion in 2024 to US$603.1 billion by 2034, representing a compound annual growth rate (CAGR) of 11%.

Within this broader market, AI-specific infrastructure, such as hyperscale and edge data centers, is expected to see particularly strong demand. Hyperscale data centers, driven by the needs of AI workloads, are anticipated to grow at a CAGR of over 13%​.
AI data centers play a critical role in supporting advanced applications like machine learning and neural networks, which are becoming integral across industries.

Please note this statement made by Jensen Huang in the US presentation. "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)".

All aforesaid information will help to see an explosive profit from AI data centres for YTL Power in FY 2026.
I believe in aforesaid information.
Thank you.

Posted by jenson68 > 1 week ago | Report Abuse

Thank you for your insight @ OTB

Posted by MrFox > 1 week ago | Report Abuse

aiyoh! whateverlah! for YTLP is REAL!!!

haha

Posted by dragon328 > 1 week ago | Report Abuse

@Permutation, there is not much change to my projections for YTLP earnings after Trump win, as you can see US dollar strength has come back to where it was in June, so there is no longer a need to revise down YTLP's overseas earnings in ringgit terms.

Only one thing I need to monitor is the progress of the first AI data centre. If it can start from Jan 2025, then no revision is needed to YTLP earnings. But if it starts only from April 2025, then I may need to knock off part of the earnings projection for AI data centres contribution in FY2025, about RM150m lower to a revised net profit of RM3.60 billion (from RM3.75b) for FY2025.

Posted by Alex Chua > 1 week ago | Report Abuse

Price slowly drifting with the continuous release of esos and without much buyer

Posted by MrFox > 1 week ago | Report Abuse

hoho now XXX! dreaming to XXXX!!!
haha

Posted by Permutation > 1 week ago | Report Abuse

@Dragon328,
TQVM

Posted by ken2004 > 1 week ago | Report Abuse

from the price movement, i think qtr will only be out after 28 Nov, atleast to kill off the warrant of 2.88 lol

Posted by BullOhBear > 1 week ago | Report Abuse

Dont think will announce on the last week of Nov. Furthermore YTLP couldn't care less about the warrants as it is not part of the book. Warrant is investment products of banks, not YTLP

Posted by sexy > 1 week ago | Report Abuse

Unstoppable uptrend from 25th Nov

Posted by fx115w > 1 week ago | Report Abuse

Boss already accompanied PMX to Egypt, Peru & now Brasil at G20.
All skies should be cleared!

Posted by xiaochen > 1 week ago | Report Abuse

当外资慢慢抽离时，YTLP是可以横行很久很久很久的。。。

Posted by Sovereign > 1 week ago | Report Abuse

Those who invested in telcos such as Maxis in the 90s when wireless phone was beginning to be part of life's essential and those that invested in Time dot come when fibre broadband was about to take off in the early 2000s would have made a fortune. It is beyoond doubts that AI is the new trend now and when in matures those that stay invested will have made a tidy fortune. In the meantime dont listen to the noises too much as Warren Buffett said.

Posted by ken2004 > 1 week ago | Report Abuse

Maybe, but i seriously believe those warrant interest is really strong lol as so far, all the warrant mature date really drop below the exercise price. really need to ask those warrant holder really all burn because of the low price.

Posted by ken2004 > 1 week ago | Report Abuse

Plus why they want to go against those warrant providers, to announce it right before the mature date, anyway, it is pretty fast, just few more days to 22 Nov to know. i m betting the qtr will announce after the latest warrant date expire, 28 Nov instead.

Posted by MrFox > 1 week ago | Report Abuse

hoho.... bot jaks 0.32, now 0.13!!!!

Posted by ken2004 > 1 week ago | Report Abuse

Curious, why talk about yinson here

Posted by MrFox > 1 week ago | Report Abuse

hoho... short circuited

Posted by Johnchew5 > 1 week ago | Report Abuse

Hoho must be the BearRun14 n the Serba 🐍n🐉story teller Buy what U not understand are getting desperate liaw in Yinson … even Bonus issue 1 to 1 on 2022 …🤣🤔

Posted by williamh > 1 week ago | Report Abuse

Yes

Posted by Aero1 > 1 week ago | Report Abuse

changes
PNB sold 106.91 mil shares from 1.82% to 0.51%
Seri Yakin Sdn Bhd sold 45.36 mil shares from 0.94% to 0.38%
Credit Suisee sold 39.72 mil shares from 3.12% to 2.60%
Blackrock added 43.49 mil shares from 0.26% to 0.84%
State street Global Advisors added 29.21 mil from 0.24% to 0.59%
EPF added 92.22 mil from 2.98% to 4.10%

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 sexy > 1 week ago | Report Abuse

Maybe market maker don't want to give discount already 🤔

Posted by Alex Chua > 1 week ago | Report Abuse

https://www.businesstimes.com.sg/companies-markets/equinix-build-6th-singapore-data-centre-us260-million-investment . Good to have more power usage to sustain the high electricity usage post 2026

Posted by MrFox > 1 week ago | Report Abuse

Never mind the weather as long as we are together
To see the wild west show!

whispering words of wisdom!!!

haha

Posted by MrFox > 1 week ago | Report Abuse

now XXX ..soon will become XXXX
whispering words of wisdom!!!

haha

Posted by Aero1 > 1 week ago | Report Abuse

in stillness, we often find clarity.

whispering words of wisdom!!!

haha

Posted by fx115w > 1 week ago | Report Abuse

Seems like everyone is waiting for 22 Nov for further guidance.

Posted by Babyshark01 > 1 week ago | Report Abuse

Dear OTB, since AI servers are booming and expecting the demand remain strong next coming years, what is your opinion on Natgate? will it also another potential multi baggers? thank you

Posted by OTB > 1 week ago | Report Abuse

@Babyshark01,
I like Natgate too. This stock is also in my recommended list.
However, the upside is limited.
Based on analyst report, the target price is 2.52.
Good luck to you.
Thank you.

Posted by OTB > 1 week ago | Report Abuse

Goldman Sachs forecasts S&P 500 target of 6500 for end-2025, joins Morgan Stanley

BENGALURU Goldman Sachs has forecast that the S&P 500 index would reach 6,500 by the end of 2025, joining peer Morgan Stanley, on the back of continued growth in the US economy and corporate earnings.

The Wall Street brokerage's target implied an upside of 10.3% from the index's last close of 5,893.62.

On Monday, Morgan Stanley also forecast that the benchmark index would hit 6,500 by the end of next year. It estimated the recent broadening in US earnings growth would continue in 2025, as the US Federal Reserve cuts interest rates into next year and as business cycle indicators improve further.

Goldman said the so-called "Magnificent 7" stocks — Amazon, Apple, Alphabet, Meta Platforms, Microsoft, Nvidia, and Tesla — will collectively outperform the rest of the 493 companies in the benchmark index next year.

However, the "Magnificent 7" stocks will outperform by about seven percentage points only, the slimmest margin in seven years, Goldman said in a note dated Monday.

"Although the 'micro' earnings story supports continued outperformance of the 'Magnificent 7' stocks, the balance of risk from more 'macro' factors, such as growth and trade policy, lean in favour of the S&P 493 (companies)," the brokerage said.

Goldman estimated corporate earnings to grow 11%, and a real US gross domestic product growth of 2.5% in 2025.

The brokerage also warned that risks remain high for the broader US equity market heading into 2025, due to a potential threat from tariffs and higher bond yields.

"At the other end of the distribution, a friendlier mix of fiscal policy, or a more dovish Fed, present upside risks," Goldman added.

Trump's victory in the US presidential election earlier this month has brought into sharp focus, his campaign pledge to lower taxes and impose higher tariffs, moves that are expected to spur inflation and reduce the Fed's scope to ease interest rates.

The brokerage also projected earnings-per-share of S&P 500 companies at US$268 in 2025.

https://klse1.i3investor.com/blogs/kianweiaritcles/2024-11-19-story-h474640135-Goldman_Sachs_forecasts_S_P_500_target_of_6500_for_end_2025_joins_Morgan.jsp
---------------------------
Nvidia will bless YTL Power in Malaysia.

Please note this statement made by Jensen Huang in the US presentation. "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)".

Good luck.
Thank you.

Posted by darrenliew > 1 week ago | Report Abuse

Russia-U.S. tensions hit global markets as Putin lowers the threshold for a nuclear strike

Posted by xiaoeh > 1 week ago | Report Abuse

i think it is about time to reset everything

Posted by darrenliew > 1 week ago | Report Abuse

Russia says Ukraine attacked it using U.S.-made missiles, signals it’s ready for nuclear response

Posted by darrenliew > 1 week ago | Report Abuse

Dow futures tumble 400 points as Ukraine-Russia tensions increase: Live updates

Posted by darrenliew > 1 week ago | Report Abuse

A SEASONED STOCK BROKER ONCE TOLD ME
"POLITICS OR GEO-POLITICS ALWAYS KILL THE MARKET"

Posted by mf > 1 week ago | Report Abuse

European markets slide 1.4% as Russia fears escalate;

Posted by Antifanaticracism > 1 week ago | Report Abuse

Biden, this senile man shits and dirty the white house before he leaves