Posted by EngineeringProfit > 2 weeks ago | Report Abuse

Singapore? Get listed?

Posted by StarOfTheBull > 4 minutes ago | Report Abuse

Indeed, Madani goment embrace Hamas, now the country listed as tier 2 AI chips receiver.

Posted by klee > 2 weeks ago | Report Abuse

dont even dare to chop one person frm excessively bloated civil service...

Posted by klee > 2 weeks ago | Report Abuse

aiks michael,who want buy before cny long holidays? u talk pun like no talk la lol

Posted by GS > 2 weeks ago | Report Abuse

US to Push TSMC and Samsung to Tighten Flow of Chips to China
*Guidelines aim to push chipmakers’ due diligence on China
* Rules are response to TSMC chips going to blacklisted company

The US plans to unveil more regulations aimed at keeping advanced chips made by Taiwan Semiconductor Manufacturing Co. and other producers from flowing to China, part of a flurry of measures introduced by the Biden administration during its final days in office.

The latest measures would seek to encourage chip producers like TSMC, Samsung Electronics Co. and Intel Corp. to more carefully scrutinize customers and increase due diligence, according to people familiar with the matter. The changes follow an incident where TSMC-made chips were secretly diverted to the blacklisted Chinese company Huawei Technologies Co.

https://www.bloomberg.com/news/articles/2025-01-15/us-to-push-tsmc-and-samsung-to-tighten-flow-of-chips-to-china

Posted by StarOfTheBull > 2 weeks ago | Report Abuse

Singapore is also designated as tier 2. Wonder why? Why not you ask Biden?

EngineeringProfit

20,751 posts

Posted by EngineeringProfit > 51 minutes ago | Report Abuse

Singapore? Get listed?

Posted by StarOfTheBull > 4 minutes ago | Report Abuse

Indeed, Madani goment embrace Hamas, now the country listed as tier 2 AI chips receiver.

Posted by CommonMan > 2 weeks ago | Report Abuse

YTL Power expected to attain NVEU status amid new US global AI chip policy, says CIMB Securities
https://www.malaymail.com/news/money/2025/01/15/ytl-power-expected-to-attain-nveu-status-amid-new-us-global-ai-chip-policy-says-cimb-securities/163260

Posted by ValueInvestor888 > 2 weeks ago | Report Abuse

Quote from Dragon : The current share price of YTL Power hardly reflects in any contribution from AI data centres. Simply based on contributions from the core utilities businesses, YTL Power is trading at just 9x PER, the cheapest among the utility stocks in Bursa and in the region.

I will replenish my YTLP and YTL soon. Fingers start itchy...

Posted by ValueInvestor888 > 2 weeks ago | Report Abuse

current YTLP valuation of 9x PER only reflect existing utility business not not AI data centre.
I hope analysts will see this...investors can see this as well. Don't sell cheap to foreign funds and me...

Posted by dragon328 > 2 weeks ago | Report Abuse

Foreign funds are not selling YTL Power, it is the local funds that sold big yesterday. They are spooked by the chips export control from the US, without trying to find out the actual situation, despite the reassurance from YTLP MD Datuk Seri Yeoh that the US restriction will not have any impact on YTLP getting the required Nvidia chips.

This is simply because all of the clients for YTLP AI data centres are US big techs who have secured hundreds of thousands of GPUs from Nvidia and will have no issue of delivering part of it to Malaysia.

Posted by mikewazowski > 2 weeks ago | Report Abuse

index fighting for its life, bear market territory now

Posted by Maxlim2000 > 2 weeks ago | Report Abuse

KLCI seems like going to collapse

Posted by OTB > 2 weeks ago | Report Abuse

Most brokers in town are predicting FBMKLCI will hit
1,880 (Kenanga),
1,850 (Affin) and
1,820 (RHB)
at the end of 2025.

Good luck.
Thank you.

Posted by Acon888 > 2 weeks ago | Report Abuse

all the brokers are snakes

Posted by Agjl > 2 weeks ago | Report Abuse

Hope tonight Dow holds up well. Or else……

Posted by ValueInvestor888 > 2 weeks ago | Report Abuse

All eyes on US CPI tonite. If good, tech stocks will fly. If not have to brace for impact...

Posted by Agjl > 2 weeks ago | Report Abuse

There are so many uncertainties ahead, with all the bull shixtUS inflation report farm pay roll whatever shits come out every other week, market will react erractically…..the biggest one will be on the 20th when our fren Drumb come on board…..more trade uncertainties. Will Drumb tighter the screw further on AI chips after sleepy Joe or will he reverse??? All very uncertain…and dont forget the other black swan, BOJ meeting end of week or early next week to decide if the needs for a hike in its interest rate…if BOJ hike the rate, surely there will be tsunami.. may be a small one…aiyah, sian lah! Wait and see

Posted by Antifanaticracism > 2 weeks ago | Report Abuse

Acon8
All the brokers are snakes.

Naturally, it is going to be year of the snake. Ha ha

Posted by Antifanaticracism > 2 weeks ago | Report Abuse

All ceasefire. Even Israeli and hamas also ceasefire. Time for all to ceasefire.

Posted by darrenliew > 2 weeks ago | Report Abuse

Put My Life Savings Into NVIDIA And Lost It All' – One Investor's Tragic Story Shows Why 'Timing Is Everything'

Posted by darrenliew > 2 weeks ago | Report Abuse

https://finance.yahoo.com/news/put-life-savings-nvidia-lost-161517204.html

Posted by darrenliew > 2 weeks ago | Report Abuse

https://finance.yahoo.com/news/put-life-savings-nvidia-lost-161517204.html

Posted by CoolBull > 2 weeks ago | Report Abuse

YTL Power expected to attain NVEU status amid new US global AI chip policy, says CIMB Securities
Wednesday, 15 Jan 2025 12:02 PM MYT

https://www.malaymail.com/news/money/2025/01/15/ytl-power-expected-to-attain-nveu-status-amid-new-us-global-ai-chip-policy-says-cimb-securities/163260

Posted by Reformasi > 2 weeks ago | Report Abuse

Limit up kah?

Posted by cktay > 2 weeks ago | Report Abuse

Yesterday, Foreign fund 3rd top net buy was YTLPower with 21m
Local institution 2nd top net sell was YTLPower with 26m done.
Any one have any idea why Local institutions selling like crazy?

Posted by GSX1111 > 2 weeks ago | Report Abuse

cktay, please share the link on the data on net buy and net sell by foregin/local ?

Posted by cktay > 2 weeks ago | Report Abuse

Don't have such a site. Send (pm) by my HLG remisier

Posted by musangfoxking > 2 weeks ago | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2025/01/16/anwar-launches-ytl-group-development-in-uk/

Posted by cbpenbrush > 2 weeks ago | Report Abuse

Because local institutions treat Bursa like Casino, they don’t invest but only go for Big or Small 😂

Posted by ValueInvestor888 > 2 weeks ago | Report Abuse

data centre related counters are dropping...funds continue to sell data centre related stocks

Posted by Agjl > 2 weeks ago | Report Abuse

More ban announced by sleepy Joe us-bans-sales-of-14nm-and-16nm-chips-with-over-30-billion-Ban sales of transistors-to-china

Posted by Agjl > 2 weeks ago | Report Abuse

https://www.tomshardware.com/tech-industry/us-bans-sales-of-14nm-and-16nm-chips-with-over-30-billion-transistors-to-china#

Posted by Agjl > 2 weeks ago | Report Abuse

Too many uncertainties…if u are in the money, take the money. Just my humble 2 sen. Happy huntin

Posted by troy88 > 2 weeks ago | Report Abuse

Sadly bursa is treated like a pump and dump casino market. Seems like a permanent sickness that can't be cured lol

Posted by Aero1 > 2 weeks ago | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2025/01/16/anwar-launches-ytl-group-development-in-uk/

Posted by OTB > 2 weeks ago | Report Abuse

EPS for present business for FY2025 is 0.425.
At a PER=10, the share price is 4.25.
This earning does not include earnings from AI data centres and Brabazon housing project.
The earnings from AI data centres and Brabazon housing projects are bonuses in FY2025 results.

The earnings for AI data centre will be included in FY2026.
The earnings for AI data centre is huge, no analyst from Malaysian brokers able to forecast the earnings from AI data centre except the analyst from Macquarie.
The analyst from Macquarie used hourly rate per GPU at USD3.42 to calculate the revenues for AI data centre which I think is too low.
100 MW AI data centres are leased by Nvidia. The system used is the faster GB200 NVL72 chipsets. GB200 NVL72 chipsets are 30 times faster than Nvidia H100 Tensor GPUs. Hence I believe the leasing charge per GPU per hour is higher than USD3.42.
GB200 NVL72 chipsets are 30 times faster than Nvidia H100 Tensor GPUs ... I repeat ...
Hence the earning from AI data centre is huge, we need to wait for FY2026 to know the correct answer.
The target price for YTLP from Macquarie is at 7.00.

The AI data centre business is in "Economic Supercycles", this business is good for at least next 10 years.
The AI data centre business is in its infant stage in Malaysia, it started in 2023. The AI data centre business needs at least 2 to 3 years to start off. We will see the results of the AI data centre of YTLP in 2026 and 2027. I believe the net profit from AI data centres will be huge until many analysts or investors do not believe it.

Good luck.
Thank you.

Posted by Hokkage > 2 weeks ago | Report Abuse

I will collect again after CNY using Ang Pow money 😁

Posted by HKHedgeFund > 2 weeks ago | Report Abuse

no need in out in out to give Bursa earn brokerage, buy and hold, sell dont come back

Posted by newbie8080 > 2 weeks ago | Report Abuse

@OTB

To make it simple, leave it at PE30 = RM12.75

However, data center without GPU chips are worthless.

It's sad to see YTLpowr cannot provide a definite date for the arrival of their GPUs.

In other words, the company has no clue.

Posted by Ravetidus > 2 weeks ago | Report Abuse

no chips then sue NVIDIA for billions lor......😀

Posted by Rogue1 > 2 weeks ago | Report Abuse

Gosh @newbie8080... This company has no clue??!! You are talking as if this company is a kedai runcit and not one who just recently secured regulatory approval for its digital bank, and whose parent company just launched a £2b housing devt project in Bristol. As always, I'm amazed at the type of discussion we can witness in this forum.

Posted by Permutation > 2 weeks ago | Report Abuse

Mr OTB, technically ,is it a down trending stock now?
If so, then it is better to wait at RM3 level to buy? What do you think?

Posted by stncws > 2 weeks ago | Report Abuse

young investor should opt for doing business...bursa is for old people..its like pasar malam

Posted by rchi > 2 weeks ago | Report Abuse

Many thanks to pmx for being a BRICS partner n hamas friendly.
When elephants fight,the monyet will get killed.
It will be some time before the dust settled.

Posted by Albukhary > 2 weeks ago | Report Abuse

YTL need t o find some powerful investor in order to stable its stock price.
I.e. Berkshire Hathaway, Termasek, Softbank

Posted by Nepo > 2 weeks ago | Report Abuse

Hi Mr OTB,

Quote from your statement,
"The analyst from Macquarie used hourly rate per GPU at USD3.42 to calculate the revenues for AI data centre which I think is too low.
100 MW AI data centres are leased by Nvidia. The system used is the faster GB200 NVL72 chipsets. GB200 NVL72 chipsets are 30 times faster than Nvidia H100 Tensor GPUs. Hence I believe the leasing charge per GPU per hour is higher than USD3.42."

Newbie in date centre biz, wondering who is going to pay this USD3.42, i.e. for the data centre biz, who is the customers of this AI data Centre..?

Posted by Antifanaticracism > 2 weeks ago | Report Abuse

Hold

Posted by Antifanaticracism > 2 weeks ago | Report Abuse

Biden is mad, Trump is worst than mad

Posted by NatsukoMishima > 2 weeks ago | Report Abuse

Hot money will starts shift from ytlpwr to ytl soon !

Posted by mikewazowski > 2 weeks ago | Report Abuse

Imagine thinking that Trump would suddenly turn against American interest and start selling the most advanced AI chips to the rest of the world, risking national security and lose dominance in the AI space. It simply aint gna happen

Posted by mikewazowski > 2 weeks ago | Report Abuse

Why Biden Is Rushing to Restrict AI Chip Exports - https://time.com/7206500/biden-ai-chip-export-restrictions/