Posted by LimPek1510 > 3 days ago | Report Abuse

A gentleman will not attack people with shameless and abusive posts. This 猪🐷哥亮copy and paste Bangla Macai's post. In is already proven they are the same type of people and both are OTB'S Macai.

What type of sifu produces what type of student. By the way they behave like a dog 🐕.

Posted by LimPek1510 > 3 days ago | Report Abuse

A gentleman will not attack people with shameless and abusive posts. This 猪🐷哥亮copy and paste Bangla Macai's post. In is already proven they are the same type of people and both are OTB'S Macai.

What type of sifu produces what type of student. By the way they behave like a dog 🐕.

Posted by Titan > 3 days ago | Report Abuse

Today will continue to go up. Sifu OTB already says that if it closes above 3.14, it has already formed a temporary bottom. In fact, it already crossed Rm3.17 and close above it. It has formed a trend reversal, and closed at Rm3.20 which it much higher than 20 EMA. Have some confidence in Sifu TA analysis. Next destination is the RM 3.48 or the 70 SMA. Please have some faith.

"According to the candlestick chart pattern, the last 3-day candles formed a "Morning Star" chart pattern.
In order to confirm this pattern, the share price of YTLP must close above 3.14 today.
If the share price is above 3.14 today, it means the share price has formed a temporary bottom.
A trend reversal is formed if the share price can cross 20-day EMA at 3.17 in next few days.
Once the share price is above 20-day EMA and never drop below it again, a trend reversal is formed."

Posted by genchwan2 > 3 days ago | Report Abuse

chart accuracy in KLSE is less than 50%. Even flipping a coin is more accurate than this

Posted by Aero1 > 3 days ago | Report Abuse

Posted by dragon328 > 11 hours ago | Report Abuse

YTL Power delivered a credible set of results for Q1 FY2025, with core net profit of RM803 million, after removing the extraordinary item of a forex loss of RM293m for a shareholder loan to the Jordan Power project entity.

This forex loss shall be reversed in this quarter Q2 if ringgit continues to be weak against the US dollar and closes at anything weaker than RM4.12 as of 30 September 2024. If based on the current rate of RM4.48, the potential forex gain to be booked in Q2 will be RM210 million.

So, the core net profit is within my earlier projected range of RM800-850 million. It was at the lower end as Yes 5G turned into a small loss again after turning around in Q4 FY2024. I expect YTLP to deliver such steady net profit of RM800-850m every quarter in Q2 and Q3 FY2025 before AI data centre earnings start to kick in.
-----------------------------------------------
revenue from investment holding activities continues to show strength q on q
q3 2024 253 mil
q4 2024 334 mil
q1 2025 444 mil

power division pbt earning resilient too despite lower usep prices and unfavourable fx movement
q4 2024 pbt 785 mil (average usep 237.5)
q1 2025 pbt 747 mil (average usep 114.1)

@dragon 328
USEP not a good guide?

Posted by Phoebe > 3 days ago | Report Abuse

Power division will report lower in Jul-Sept and Oct-Dec due to rainy season and cooler temperature.

Posted by mf > 3 days ago | Report Abuse

2024-11-26

Quarter Result

Quarter Result on 30-Sep-2024[#1] QoQ - -56.12% YoY - -44.50%.

Posted by sexy > 3 days ago | Report Abuse

IF I SAY SOMETHING, I MEAN IT. IF NOT I DONT SAY IT. I BELIEVE IN THE TREND REVERSAL ON 25TH NOV.

Posted by Mabel > 3 days ago | Report Abuse

Petronas Chemicals’ foreign exchange loss alone in the July-Sept quarter totaled RM1.1 billion.

Last week on the $PCHEM (5183.MY)$ was KLCI the top gainer yesterday, rising 1.86 percent to close at RM 4.920 and it is still holding steady..

Looks like it's another repeat in YTL Power, today it continues to climb this morning...

Go Power Go....

Meow Meow Meow

Posted by wayup > 3 days ago | Report Abuse

WTH no bloodbath. Luckily didn't sell.

Posted by troy88 > 3 days ago | Report Abuse

Sharks ate up many bilis for breakfast this morning when they cut loss

Posted by Titan > 3 days ago | Report Abuse

Took profit @3.34. TQ n bye

Posted by Ytl2023 > 3 days ago | Report Abuse

Unbelievable uptrend. OTB win 40 percents.

Posted by Kicapmanis > 3 days ago | Report Abuse

So, all forex loss and normalisation of power gen and macc reflected on shareprice.. price too cheap to ignore on future earnings. Collect and put in fridge..receive dividen.

Posted by OTB > 3 days ago | Report Abuse

The best business sectors (utility) in this decade (2024 to 2034) are as follows :-
1.) Power generation
2.) Renewal Energy
3.) AI data centres
4.) Water

YTL Power has all these sectors and invested timely.
I believe the AI data centre is a big business and the PAT will be very high.
All local analysts do not know how to project the future earnings from AI data centre.
I believe the best analyst in this key area is from Macquarie IB.
Please read this analyst report to understand the huge profit in FY 2026 and FY 2027.
You want to win big, buy and hold until FY 2027.
YTL Power is the only stock I invested heavily because I believe in huge profit from AI data centre.
Quote !!
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)".
Unquote !!

Good luck.
Thank you.

Posted by Mabel > 3 days ago | Report Abuse

Touche OTB!

To Our Success !!!!

Meow Meow Meow

Posted by williamh > 3 days ago | Report Abuse

Unloaded 3.31,next waiting

Posted by Sslee > 3 days ago | Report Abuse

The fear of missing out, or FOMO had resulted in many or even government to invest heavily on AI DC. But ultimately who will be the end customers that will pay for the cost of AI DC?

Posted by Alex Chua > 3 days ago | Report Abuse

Where is our digital bank launching? 31 dec?

Posted by sexy > 3 days ago | Report Abuse

So sad no one believes in crystal ball reading.

Posted by facsc118 > 3 days ago | Report Abuse

digital bank Jan 2025

Posted by FAInvestor > 3 days ago | Report Abuse

Tomorrow will touch 3.50 and then pull back for profit taking

Posted by ValueInvestor888 > 3 days ago | Report Abuse

fund managers fomo...chasing ytlp
Retail investors, most of them, got washed out.

Posted by Ytl2023 > 3 days ago | Report Abuse

Follow OTB. If u follow so soheii dompeilee contra few cents finish.

Posted by Ytl2023 > 3 days ago | Report Abuse

Follow sifu OTB. U follow ini soheeii dompeilee finish. Contra few cents. Claim no lose.

Posted by OTB > 3 days ago | Report Abuse

A high volume queue to sell at 3.40 also eaten up by buyers.
The volume is so high today, I believe institutional funds are buying YTLP today.
Good show.

When the share price of YTLP dropped below 3.00, I really cannot sleep well because I invested heavily on this stock.
I keep on buying when the share price dropped non-stop.
I really frighten to invest and focus on one stock.
I really feel relieved now.

Good luck.
Thank you.

Posted by OTB > 3 days ago | Report Abuse

Posted by Ytl2023 > 6 minutes ago | Report Abuse

Follow sifu OTB. U follow ini soheeii dompeilee finish. Contra few cents. Claim no lose.
------------------
I have been a remisier for 31 years.
Many of my clients made multi million from KLSE.
They buy and hold to win big.
Most of them are longer term investors.

Most of traders lost in KLSE, none of them able to win big.
I do not take in contra clients, I will tell them to leave if they refused to listen to my advice.

Please listen to my advice, do not be a contra client.
The best strategy is to buy and hold good FA stocks to win big.
The share price will move up north fast because of high EPS growth.

Good luck.
Thank you.

Posted by Nepo > 3 days ago | Report Abuse

Thanks @OTB for sharing bottom fishing experience

Posted by findfreedom > 3 days ago | Report Abuse

@OTB I like the way u present yourself as a normal human not a god like some others. 👍
>When the share price of YTLP dropped below 3.00, I really cannot sleep

Posted by StarOfTheBull > 3 days ago | Report Abuse

Johor government, through Ranhill, is set to develop four new water treatment plants to meet growing demand of water from data centers. No wonder the boss decided to acquire Ranhill.

Posted by Vaccineyes > 3 days ago | Report Abuse

On the way to RM4.00

Posted by 8u29song > 3 days ago | Report Abuse

good welcome back...selamat pulang ke tanah air...

Posted by dragon328 > 3 days ago | Report Abuse

@Aero1, USEP is not a good guide to PowerSeraya profits. I have explained few times on this, and do not mind saying it again here.

All gencos in Singapore operate in a vertical integrated business model in which each owns generating plants and also retails arm to sell electricity to end consumers. All electricity generated by each genco needs to be sold first to the wholesale electricity pool which clears the electricity price on half-an-hour basis based on supply and demand. That sets the USEP.

Each retails electricity company has to purchase electricity from the wholesale pool then only sell to their end consumers. So retailers pay the USEP, and gencos get paid the USEP.

In the vertical integrated structure, a power company in Singapore like PowerSeraya enters into contracts for differences (CfDs) with its own retails arm for the electricity the power arm generates, hence taking out the risks associated with the price fluctuations in the pool.

As an illustration, say a genco sells 100 MWh of electricity into the pool in the half-an-hour period from 9.00am-9.30am at an USEP price of S$120/MWh, then its retails arm buys 100MWh of electricity from the pool at also S$120/MWh.

But S$120/MWh pool price is below the generating cost of the power company at say S$150/MWh, so in order to protect its generating margin, the power company enters into a CfD with its own retails arm to sell the 100MWh of electricity at say S$210/MWh, i.e. the retails arm will pay the difference in CfD price and the pool price to the generating company, S$210-$120 = S$90/MWh to the power generating company so that effectively the power generating company will get a net selling price of S$210/MWh irrespective of the pool price, and earn a gross generating margin of S$210 - S$150 = S$60/MWh.

Then the retails arm will sell the electricity to end users at say S$215/MWh to take a small retails margin of S$5/MWh.

As an vertical integrated power group, the genco effectively earn S$60/MWh (gross generating margin) + S$5/MWh (retails margin) = S$65/MWh of total gross margin.

Hope this explains the situation in real business on the ground.

Posted by rchi > 3 days ago | Report Abuse

Tq YTLP.Sayonara.

Posted by Sovereign > 3 days ago | Report Abuse

OTB I felt the same when the price was crushing last few weeks. The price movement today is impressive coming out of quarter results release yesterday which didnt show big jump in profits but on the contrary show steep drop in profit. I believe the price movement today is the management finally provide more clarity on DC and AI projects and it sounds exciting and appears to be living up to the hype

Posted by StarOfTheBull > 3 days ago | Report Abuse

Johor government, through Ranhill, is set to develop four new water treatment plants to meet growing demand of water from data centers. No wonder the boss decided to acquire Ranhill.

Posted by Aero1 > 3 days ago | Report Abuse

Thank you

----------------
Posted by dragon328 > 21 minutes ago | Report Abuse

@Aero1, USEP is not a good guide to PowerSeraya profits. I have explained few times on this, and do not mind saying it again here.

All gencos in Singapore operate in a vertical integrated business model in which each owns generating plants and also retails arm to sell electricity to end consumers. All electricity generated by each genco needs to be sold first to the wholesale electricity pool which clears the electricity price on half-an-hour basis based on supply and demand. That sets the USEP.

Each retails electricity company has to purchase electricity from the wholesale pool then only sell to their end consumers. So retailers pay the USEP, and gencos get paid the USEP.

In the vertical integrated structure, a power company in Singapore like PowerSeraya enters into contracts for differences (CfDs) with its own retails arm for the electricity the power arm generates, hence taking out the risks associated with the price fluctuations in the pool.

As an illustration, say a genco sells 100 MWh of electricity into the pool in the half-an-hour period from 9.00am-9.30am at an USEP price of S$120/MWh, then its retails arm buys 100MWh of electricity from the pool at also S$120/MWh.

But S$120/MWh pool price is below the generating cost of the power company at say S$150/MWh, so in order to protect its generating margin, the power company enters into a CfD with its own retails arm to sell the 100MWh of electricity at say S$210/MWh, i.e. the retails arm will pay the difference in CfD price and the pool price to the generating company, S$210-$120 = S$90/MWh to the power generating company so that effectively the power generating company will get a net selling price of S$210/MWh irrespective of the pool price, and earn a gross generating margin of S$210 - S$150 = S$60/MWh.

Then the retails arm will sell the electricity to end users at say S$215/MWh to take a small retails margin of S$5/MWh.

As an vertical integrated power group, the genco effectively earn S$60/MWh (gross generating margin) + S$5/MWh (retails margin) = S$65/MWh of total gross margin.

Hope this explains the situation in real business on the ground.

Posted by dragon328 > 3 days ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/dragon328/2024-11-27-story-h475503050-YTL_YTL_Power_Q1_FY2025_Resilience_is_the_Key

My update report for your leisure read

Posted by Vaccineyes > 3 days ago | Report Abuse

When the data center business kicks in, profits and revenues will increase markedly

Posted by Kenokaya > 3 days ago | Report Abuse

Go go, you got the power!

Posted by Mabel > 3 days ago | Report Abuse

Thank you so much dragon328 for your beautiful write up..

To Our Success

Meow Meow Meow

Posted by Mabel > 3 days ago | Report Abuse

Haha now Mabel can goyang kaki with YTL and YTLPOWER.. Hihihi

Posted by findfreedom > 3 days ago | Report Abuse

I remember someone offer his wife for SK if ytlpower up today.. LOL😍

Posted by NatsukoMishima > 3 days ago | Report Abuse

Here we go , GAMESTOP 2.0 short squeeze starts !

Posted by NatsukoMishima > 3 days ago | Report Abuse

Dont forget Ranhill also !

Posted by titan3322 > 3 days ago | Report Abuse

All IBs give buy calls with the highest TP being RM 6.39 , 100% returns at current price 🤣🤣 donno will take us to Holland or not 😄😄

Posted by Vaccineyes > 3 days ago | Report Abuse

Kalau betul naik RM6.39, boleh naik flight first class to Netherlands

Posted by TanDavid88 > 3 days ago | Report Abuse

Posted by LimPek1510 > 1 day ago | Report Abuse

Mark my statement below :

YTLP will hit next support level which is around 2.50.

Today is 25th Nov 2024.

Shameless liar OxB and his macais will be lost naked.
===============
LimPek1510 is the shameless liar and a barbarian here.
Telling all readers to sell, the share price will drop to 2.50.

Those who had sold this stock, please claim back from him.
LimPek1510 is doing a sin here, he will pay for this sin.

Do not know the fundamental of YTLP, please go and study.
Do not simply talk nonsense and telling lies here.
Shame on you !!
LimPek1510 is the shameless liar and a barbarian here ... I repeat ...

Posted by fx115w > 3 days ago | Report Abuse

LOL, the so called “bloodbath”…
Too bad didn’t reload more while at
RM2.8X. But at least I hold tight and
didn’t sell a single lot.

Congratulations to the naysayers for
stopping me to reload more at low
price. Are you guys happy now?

Posted by ValueInvestor888 > 3 days ago | Report Abuse

my fingers are quite chun most of the time when get itchy...
when >90% of views in this forum are negative, bottom is near.
Same experience for HK Mkt.