YTL POWER INTERNATIONAL BHD
KLSE (MYR): YTLPOWR (6742)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
4.80
Today's Change
-0.01 (0.21%)
Day's Change
4.75 - 4.87
Trading Volume
10,803,100
Discussions
40 people like this. Showing 50 of 27,899 comments
Please drop more, I just loaded with some put warrant to bet big big on this downfall~
2 days ago
I have checked the list of shares owned by BlackRock. It does not own any YTLPOWER shares. Then, who is selling down YTLPOWER shares so sharply?
2 days ago
@Sue1234, because of its good fundamentals to date and future prospect. YTLP's ventures in utilities, digital banking, data centres, property development are all critical for the next years to come. I believe once the data centre's earnings are factored in future financial quarters & years, the earnings would increase significantly. Utilities sector is also a somewhat defensive investment choice in an uncertain market.
2 days ago
Cakes Moon
6,859 posts
Posted by Cakes Moon > 50 minutes ago | Report Abuse
Please drop more, I just loaded with some put warrant to bet big big on this downfall~
________
U will 100% get burn n lose n lose your underwear if u dare to fight the AI , DC trend !
2 days ago
another round of flushing...
AT PE of 11, current price still attractive for YTLP
2 days ago
CGS also has a 'hold' recommendation for YTL Corp Bhd (KL:YTL), with a TP of RM3.88, and a 'hold' on its associate YTL Power International Bhd (KL:YTLPOWR) (TP: RM5.50), which has a 500MW green data centre park in Johor that will come on stream in 2024, and which has partnered Nvidia Corp.
2 days ago
Thx for the data @Aero1 ..... and to add on Oct-Dec 2023 : 221.3 177.7 131.4 ..... which means Apr-June 2024 will be better (assuming May price extrapolates to June) than Oct-Dec23 and Jan-Mar24 .... BRAVO :-)
2 days ago
Nviada stock crash down so it affect data center related stock..
Nviada hv run up 700% this year. It is a healthy price correction.
Apple was $1500. After 10 to 1 share split. Share price drop to $100.
I guess , it will be same for Nvidia. Max price should be 1500. After share split, it will go down to 100 or 90..
Usually, after announced share split, most big fund will start to sell to retail...
Fool retail will help to hold the high price for 5 years.
Apple share is a good case study.
2 days ago
I believe YTL P will do share split too. May be 3 to 1 to make share price feel cheaper ...good time to sell is when share split.
2 days ago
Possible drop to RM4 if nviada drop to $100 in the next few weeks but never drop to 3 again.
2 days ago
bursa exchange have plummet below 1600 after scaling new heights in 2024.
Perhaps punching above its weight against the regional peers :(
2 days ago
Nvidia dropped by about 11% last 3 trading days as at yesterday, with forward PE around 45, current PE is around 68. Currently Nvidia rebounded 2.5% pre-mkt...
YTLP also drops around 8% last 3 trading days(as at today) with PE around 11.
YTLP is better bet than Nvidia as it not only has AI data centre and related collaboration with Nvidia, its power business is printing money every day giving profit of RM 1b per year. Current PE of 11 is from power business. YTLP have yet to include revenue from 500MT data centre which will mostly be A1 related. I have some Nvidia and SMCI...
2 days ago
@ValueInvestor888, the power business of YTl Power is printing money everyday giving profit of RM3.2 billion a year (from PowerSeraya RM2.8b + Jawa/Jordan Power RM400m+).
Wessex Waters is going to turn around as soon as this coming Q4, and may turn in profit of RM150 million in FY2025 increasing to RM700 million by FY2030.
This has not included future earnings contribution from UK Brabazon property business, KL WTE plant project, colocation data centre business, AI data centre business, Yes 5G turning around and digital bank JV, and PowerSeraya's new 600MW hydrogen-ready CCGT in 2028 etc.
2 days ago
The selling yesterday and today was apparently carried out by some foreign funds trying to lock in profits as they bought into YTL Power since early Jan from RM2.50 level up. It might be prompted by share price correction of Nvidia in past 3 days (a drop of 13%) along with other AI related stocks like Super Micron and AMD. Certain investors are concerned with the waning interests in the current AI rally, but the consensus view is for the AI boom to last for another 1.5-2.0 years.
In any event, for YTL Power, the AI data centre jobs have already been locked in and earnings are set to come in next 3-4 years for AI data centres and 7-9 years for colocation data centres (with SEA and others), so the current concern on AI boom only affects the sentiment and not the fundamentals of YTL Power.
Anyway, YTL Power's share price currently only reflects the earnings from its utility businesses (power, water and telco), i.e. net profit of RM3.2b or EPS of 40 sen is currently contributed by the utility business, nothing from the AI data centre yet.
Striping out the AI part, YTL Power is still the cheapest utility stock in Bursa with PER of just 11.5x, dropping to 10x in FY2025. Tenaga is trading at how much PER?? I have lost track after its share price rallies some 40% in past 2 months.
2 days ago
DC for SEA has been completed & energised since last month, rental should be pouring in very soon. AI DC for Nvidia is under construction & as well as for M* is on-going. Last chance to grab cheap tickets.
2 days ago
Many good AI related stocks got oversold the past few days following Nvidia correction. Those who cabut and panic sold will be regretting later this year when Nvidia becomes a 4 trillion company.
1 day ago
Selling yesterday on YTL Power was done by some local institutional funds while foreign funds and local retailers became net buyers.
Guess it is normal for certain funds and retailers to just jump in and out as the share price has rallied a lot in past few months but valuation is still very cheap at 11x PER. So some cautious and early investors may choose to lock in some profits but are not completely out of this stock as they still see upsides in coming months.
1 day ago
Checks on the ground indicate that the electricity retail margin continues to be strong in Singapore as USEP is back to levels well above the vesting contract price of S$210/MWh. It is likely for USEP and retail margin to stay elevated for next 2 years as supply has been tight from unit downtime for maintenance and old generating plants trip off more often and gradually get retired.
The electricity demand will get even stronger as Singapore government announced recently to increase data centre capacity by 300MW or around 30% in the near term. That will put great pressure on the reserve margin which is already close to the minimum margin of 27%.
Based on Singapore EMA's projection, there will be more than 1,000MW of old generating capacities to be retired over the next 5 years, that is almost 20% of Singapore's existing effective capacity.
YTL PowerSeraya's LinkedIn page shows that PowerSeraya has fully decommissioned some of their old steam plants and this will make way for the new 600MW hydrogen-ready CCGT to come in by end 2027.
1 day ago
as sg is thirsty for cleaner and renewable energy, the company is expected to benefit from sg power market
1 day ago
as good as the prospect goes, someone is willing to throw at the first sign of disturbance, And foreign fund are in and out , and jumping in between sector. Malaysia market still can't attract the fund to stay and steady... US election date is coming closer, historically US market correction always happen during transition and looks like trump would win again, I wonder should i hold beyond august report
1 day ago
Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo
RANHILL will be the KING
1 day ago
The Secret Cost of Google’s Data Centers: Billions of Gallons of Water to Cool Servers
https://time.com/5814276/google-data-centers-water/
A few weeks earlier in nearby Mesa, Google proposed a plan for a giant data center among the cacti and tumbleweeds. The town is a founding member of the Arizona Municipal Water Users Association, but water conservation took a back seat in the deal it struck with the largest U.S. internet company. Google is guaranteed 1 million gallons a day to cool the data center, and up to 4 million gallons a day if it hits project milestones. If that was a pyramid of water jugs, it would tower thousands of feet into Arizona’s cloudless sky.
Alphabet’s Google is building more data centers across the U.S. to power online searches, web advertising and cloud services. The company has boasted for years that these huge computer-filled warehouses are energy efficient and environmentally friendly. But there’s a cost that the company tries to keep secret. These facilities use billions of gallons of water, sometimes in dry areas that are struggling to conserve this limited public resource.
“Data centers are expanding, they’re going everywhere. They need to be built in a way that ensures they are not taking critical resources away from water-scarce communities,” said Gary Cook, global climate campaigns director at Stand.earth, an environmental advocacy group.
Google considers its water use a proprietary trade secret and bars even public officials from disclosing the company’s consumption. But information has leaked out, sometimes through legal battles with local utilities and conservation groups. In 2019 alone, Google requested, or was granted, more than 2.3 billion gallons of water for data centers in three different states, according to public records posted online and legal filings.
1 day ago
Microsoft's water consumption jumps 34 percent amid AI boom
Thirsty work for OpenAI's data center provider
https://www.datacenterdynamics.com/en/news/microsofts-water-consumption-jumps-34-percent-amid-ai-boom/#:~:text=Microsoft%20said%20that%20the%20company,for%20its%20cloud%20data%20centers
Microsoft said that the company consumed 6.4 million cubic meters of water in 2022, primarily for its cloud data centers.
That represents a 34 percent jump over the year before, with generative AI workloads believed to be at least partially to blame.
In its report, Google said that its data centers consumed 19.5 million cubic meters of water last year, up 20 percent.
19 hours ago
i was wondering earlier why we humans have one thing very distinct from apes physiology despite evolving very recently from the same ancestors.....relative to apes our body hair had diminished with humans ability to cushion themself with skins of animals as clothing but the amount hair on the head and length it grows is exceptionally different! but why?
Its because we need so much capacity to cool down the brain (through sweat and evaporation using the large surface area from hair) and to protect from direct sunlight (overheating)
The same applies to the Data Center...the more the brain capacity, the greater the heat generated and cooling need.
The world is heading towards making a lot of Digital Brain in Johor basically....
18 hours ago
the usep energy facebook page has more recent updates up to mid May24 I believe..... which @Areo1 numbers tally
9 hours ago
Sarawak is the best for data center.
Cheap electricity.
Cheap land
Cheap water
8 hours ago
Posted by Aero1 > 2 hours ago | Report Abuse
USEP hit the max SGD4,500/MWh for a period in the morning as shown by the chart below. This shows the electricity supply is very tight in Singapore, and whenever there is a spike in demand or there is a generating unit tripped off or in downtime, USEP spikes up. Such occurrence will be more often going forward as demand is getting higher due to more industrial/commercial activities and new data centres and EV charging.
https://www.nems.emcsg.com/nems-prices
The USEP data here tally with EMA
6 hours ago
Post a Comment
Featured Posts
MQ Trading Signals
Time
Signal
Duration
Type
2024-06-27 16:50:00
EMA 5
10 Mins
BUY
2024-06-27 16:40:00
EMA 5
5 Mins
BUY
2024-06-27 16:05:00
EMA 5
5 Mins
SELL
2024-06-27 15:55:00
EMA 5
5 Mins
BUY
2024-06-27 15:50:00
EMA 5
5 Mins
SELL
Apps
Top Articles
2
save malaysia!
Putrajaya reviewing need to slash RON95 subsidy, says Rafizi
3
4
5
save malaysia!
6
save malaysia!
7
THE INVESTMENT APPROACH OF CALVIN TAN
8
BFM Podcast
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Luen07
Lai lai. Ytlp. Rm6. 5.
2 days ago