Posted by forest18 > 3 weeks ago | Report Abuse

I agree with Dragon 328 on this, the share was overbought for sometime also. YTL Power businesses are primarily in countries that are either allies or neutral, think Singapore, Jordan and United Kingdom. If not mistaken they partner Black Rock to purchase a property in Singapore, in addition I last recall Vanguard is a major shareholder in YTL Power, surely they are safe?

Posted by darrenliew > 3 weeks ago | Report Abuse

https://markets.businessinsider.com/news/stocks/treasury-bond-yields-interest-rates-stock-market-outlook-trump-inflation-2025-1

Posted by JMpower > 3 weeks ago | Report Abuse

Mr OTP and Mr dragon 328 what is yours comment about YTLP performance today?

Posted by JMpower > 3 weeks ago | Report Abuse

What going to happen tomorrow onwards?

Posted by dragon328 > 3 weeks ago | Report Abuse

@Purebull, the first client of YTLP DC is SEA Ltd of Singapore, that is a colocation data centre without AI chips.

The subsequent clients of YTLP's AI data centres are Nvidia itself, then a US hyperscaler, then an MNC. I am not sure if the MNC is leasing an AI data centre or a colocation DC.

There is no Chinese client at YTLP DC Park. Other newer data centres announced in past few months which acquired parcels of land from Crecendo or other property developers may be at risk as those are possibly for CHinese clients.

Posted by dragon328 > 3 weeks ago | Report Abuse

@JMpower, as I said above, I still think that the selldown on YTLP and YTL shares today was mainly caused by the news on AI chips restriction from the US. You can see other data centre players even contractors for data centre infrastrucutre like Gamuda and SUncon were down today, not to mention smaller players like Nationgate and Vstecs.

That was a typical sell first on bad headline news, without looking at further details. That is especially true for YTLP which has seen its share price jumping up by almost 50% in past few weeks.

But if you analyse the situation further, more funds will come to senses that the latest round of chips restriction will not have any impact on YTLP getting the required Nvidia chips. I have explained why above.

Such a policy from Biden administration should have been prepared by its staffs for weeks before announcing it yesterday, so many fund managers especially foreign funds based in the US or Europe would have been aware of this policy coming.

If many would have known it, then they should have sold shares of YTLP and Gamuda days before, but data shows that foreign funds were net buyers of YTLP and Gamuda shares yesterday and on Tuesday.

Furthermore, Nvidia shares should have come under much heavier selling from last week as the policy will hurt it most. But Nvidia shares just hit record high of US$150 end of last week. Let's see how investors will react to the news tonight on Nvidia shares.

Posted by Alex Chua > 3 weeks ago | Report Abuse

Thinking if there's limitation of import of chips then ytlp will have less competition in Malaysia

Posted by forest18 > 3 weeks ago | Report Abuse

Seconding Dragon 328

Quoting Datuk Seri Yeoh Seok Hong interview with The Edge

"When asked about the risk of US sanctions should YTL Power provide the processing power to China clients, Yeoh says “our legal and commercial team will have mitigated such risk before we can invest”.

https://theedgemalaysia.com/node/732608

Posted by JMpower > 3 weeks ago | Report Abuse

“@JMpower, as I said above, I still think that the selldown on YTLP and YTL shares today was mainly caused by the news on AI chips restriction from the US. “
Thank you Mr dragon 328

Posted by darrenliew > 2 weeks ago | Report Abuse

https://theedgemalaysia.com/node/740354

Posted by Reformasi > 2 weeks ago | Report Abuse

Hope can rebound today. Best of luck.

Posted by cktay > 2 weeks ago | Report Abuse

Yesterday was interesting! Despite the overall market outflow by Foreign funds,
Foreign funds top stock net buy was YTLPower (19m)
Local institutions sold a massive amount (23m) of YTLPower
(As usual don't understand how our local analyst and fund managers think😀)

Posted by HKHedgeFund > 2 weeks ago | Report Abuse

buy, add margin, and hold for long term investment

Posted by facsc118 > 2 weeks ago | Report Abuse

USD strong ............write-back for forex loss already at abt 300 million. Coming QR will be strong

Posted by GSX1111 > 2 weeks ago | Report Abuse

@cktay, pls advise from which source we can see foreign fund buying of stock ?

Posted by dragon328 > 2 weeks ago | Report Abuse

cktay is right. Foreign funds bought big yesterday on YTL Power with a net purchase of RM19m, after buying RM6m on Wednesday and RM21m on Tuesday.

That confirms my assumption that only local funds were selling YTL Power shares yesterday, being spooked by the news on latest round of US restriction on AI chips export.

I reiterate that this round of chip export restriction will have no impact on YTL Power's AI data centre development, with the 1st phase of 20MW AI data centre with Nvidia scheduled to complete in this quarter.

Posted by dragon328 > 2 weeks ago | Report Abuse

That is similar to the situation in July 2022 when Singapore EMA introduced Temporary Price Cap (TPC) measures in the wholesale electricity market, many local funds and retailers dumped the shares of YTL Power which dropped from RM1.30 to a low of RM1.15 in a day after the announcement. I commented then that the TPC would have limited impact on PowerSeraya earnings as most of its sales are locked in longer term retails contracts and vesting contracts, yet many people sold the shares first, but foreign funds and well-informed investors scooped up the YTLP shares cheap. Within days, the share price of YTLP recovered back to RM1.30 level.

Now the share price suffered a big drop of 31 sen yesterday due to this news, but well-informed investors and foreign funds are buying cheap while again these local funds and retailers are selling.

Kenanga and RHB analysts in a note earlier today / last evening also stated limited impact on YTL Power from this latest round of chip restriction.

Posted by darrenliew > 2 weeks ago | Report Abuse

https://www.marketwatch.com/story/investors-are-on-edge-as-fridays-jobs-report-could-make-or-break-the-stock-market-rally-f5dad7a4

Posted by Agjl > 2 weeks ago | Report Abuse

https://www.bharian.com.my/berita/nasional/2025/01/1346690/myhsr-corp-akan-tapis-7-konsortium-serah-cadangan-konsep-projek-hsr#

Posted by HKHedgeFund > 2 weeks ago | Report Abuse

can place margin to this stock now

Posted by Collin Soo > 2 weeks ago | Report Abuse

https://www.cnbc.com/2025/01/10/tsmc-beats-sales-estimates-as-ai-chip-boost-continues.html

Posted by JMpower > 2 weeks ago | Report Abuse

dragon 328 👍

Posted by mikewazowski > 2 weeks ago | Report Abuse

The new rules, expected to be announced as soon as Friday, are designed to curb chip exports to most nations, with a focus on preventing advanced technology from reaching China and Russia.

Posted by EngineeringProfit > 2 weeks ago | Report Abuse

I am back

Posted by williamh > 2 weeks ago | Report Abuse

My AI calculated ytlp will fly above 25 in 3 years time due to the special Economica zone

Posted by Ravi1969 > 2 weeks ago | Report Abuse

I took it as the same way as the dip before

Posted by williamh > 2 weeks ago | Report Abuse

Collected 4.25 -50k, looking up 5.30 immediately

Posted by EngineeringProfit > 2 weeks ago | Report Abuse

Collect......

Posted by Maxlim2000 > 2 weeks ago | Report Abuse

2 years later become RM 10

Posted by KingKKK > 2 weeks ago | Report Abuse

AI/Data Center News: Highlights That Shaped the 2nd Week of January - #GAMUDA, #YTL, #YTLPOWER, #EG, #SCGBHD, #MNHLDG

https://klse.i3investor.com/web/blog/detail/bestStocks/2025-01-11-story-h497869584-AI_Data_Center_News_Highlights_That_Shaped_the_2nd_Week_of_January_GAMUD

Posted by darrenliew > 2 weeks ago | Report Abuse

https://www.marketwatch.com/story/dow-sees-worst-start-to-a-year-since-2016-as-fed-rate-cut-hopes-fade-for-2025-e18be245

Posted by darrenliew > 2 weeks ago | Report Abuse

Mark Matthews sees risk of 20% market correction in 2025, warns valuations are high https://m.economictimes.com/markets/expert-view/mark-matthews-sees-risk-of-20-market-correction-in-2025-warns-valuations-are-high/articleshow/117111204.cms

Posted by Agjl > 2 weeks ago | Report Abuse

Darren is either a bear or more of ytlp hater…:😀

Posted by darrenliew > 2 weeks ago | Report Abuse

https://finance.yahoo.com/news/inflation-report-could-rattle-markets-110419187.html

Posted by Grumpy1 > 2 weeks ago | Report Abuse

Market down is a buying opportunity for those who hold cash. We have seen this before.

Posted by darrenliew > 2 weeks ago | Report Abuse

https://theedgemalaysia.com/node/740631

Posted by williamh > 2 weeks ago | Report Abuse

I have no doubt it with reach 10 maybe within two year.

Posted by teochaimou > 2 weeks ago | Report Abuse

https://theedgemalaysia.com/node/740520

Posted by Ravi1969 > 2 weeks ago | Report Abuse

Better keep your cash under the mattress

Posted by skyjet > 2 weeks ago | Report Abuse

大马获得越来越多的认可

#东方日报 #Nvidia
https://www.orientaldaily.com.my/news/business/2025/01/11/705245?fbclid=IwY2xjawHvcFlleHRuA2FlbQIxMQABHbBPXSo56xdMRiKNzWmgGX3op9wKueejR7aKOpjOeqeOiMgNYNLa77r42g_aem_7OxlUXbADHaaEgTMsid_Vw

Posted by PureBULL ... > 2 weeks ago | Report Abuse

DC, is the global perpetual growing biz
at high speed success.

Look at these multi baggers stocks from day 1 as PLC, at exponential growth rate:

https://www.tradingview.com/x/SDMkP0uQ/
https://www.tradingview.com/x/j4EL4rB6/
https://www.tradingview.com/x/4WaTthtG/

https://www.malaysiakini.com/announcement/731145

NB: AI DC will grow much faster...

Posted by Antifanaticracism > 2 weeks ago | Report Abuse

Growth of AI is unstoppable. AI needs the support of huge DC s

Posted by James_Bond > 2 weeks ago | Report Abuse

The USA will impose a full access blockade on Data Center chips in Malaysia

-source: technave

Posted by PureBULL ... > 2 weeks ago | Report Abuse

I relearn many times all over again i.e.
in stocks, never fear BEAR mkt but these
2 biggest RISKS, that would lead to crashes of stocks.

In every slow or BEAR mkt, we still have a few super A1 stocks that will fly on super bull run.
++++++++++++++++++++++++++++++++++++++

INVESTORS, [2024-09-14 2:27 AM]
RISK IS THE # 1 ENEMY TO US AS STOCK PLAYERS

yahudi, the experts in fin mkt will never tell us.
but their half bro did.
2 smart arabkia showed the entire world with their best selling books.
2 big RISKS r in their book-title:

# 1 RISK, Black-Swan, by arabkia of NYU.
A rare event, but when it happens = banks in USA kaput =
Dow n Nasdaq will crash extremely with giant purebear of 8 to 18 long months.
Case study was in
2007-09 Sub Prime Fin Crisis,
Recently R War on Feb 24th, 2022 n etc
Asean Currency Crisis of 2007-09 was the top case study for KLSE.

# 2 RISK, When-Mkt-Collides, by arabkia of harpor.
When investment clock ticks crazzzily amongst the asset classes = mkt collides = crash is the certainty.
Recent Yen-Carry-Trade is 1 ex.

Strong RM now since June 30th 2024 = all our Tech stocks crashed to become giant purebear.
Ytlp, the record # 1 stock oso gave way:
https://www.tradingview.com/x/Q8P5wDx9/

To try excel in stocks on the long haul,
players must be well prepared to handle these 2 top mkt RISKS asap!
then
UPSIDE will take care of itself, iliot pres-dtrum said.

Posted by JMpower > 2 weeks ago | Report Abuse

MCQUARIE’s top picks year 2025 for ASIAN is YTLP

Posted by Antifanaticracism > 2 weeks ago |

Post removed.Why?

Posted by Antifanaticracism > 2 weeks ago | Report Abuse

China will be opening up it's economy and will be moving towards free market economy. Xi c p is under high pressure to do something divisive. China economy will bounce back in the near future

Posted by Antifanaticracism > 2 weeks ago |

Post removed.Why?

Posted by Antifanaticracism > 2 weeks ago | Report Abuse

Imposter will be buried tonight

Posted by williamh > 2 weeks ago | Report Abuse

英伟达已经成为ytlp 的股东，NVIDIA had became a major Share holder Of ytlp, IT will be limit up anytime