YTL POWER INTERNATIONAL BHD
KLSE (MYR): YTLPOWR (6742)
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Last Price
3.15
Today's Change
-0.05 (1.56%)
Day's Change
3.12 - 3.23
Trading Volume
8,253,600
Details of Changes
Securities After Change
Transactions
| Ann. Date | Name | Details of Changes | Securities After Changes | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Date | Type | No. of Shares | Price | Direct (%) | Indirect (%) | Total (%) | ||||
Discussions
51 people like this. Showing 50 of 33,386 comments
A lot of beautiful plan and assured expectations. There are so many uncertainties. Company intents to carry the pan as soon as in time as possible, but there are many external factors beyond company control. The availability of the right chips to be purchased and at what price.
Can the company get enough users and at what price. Many companies are into DC business
2 days ago
Thank you Dragon for doing the investigative work.
I am grateful that the YTL investor relation dept and YTL DC chief took the trouble to answer your queries
Now, this info is being shared among all investors, which include I am sure some analysts may also be following what you write.
“Nvidia sells the whole thing as a complete system”
GB200 NVL72 connects 36 Grace CPUs and 72 Blackwell GPUs in a rack-scale design. The GB200 NVL72 is a liquid-cooled, rack-scale solution that boasts a 72-GPU NVLink domain that acts as a single massive GPU.
So this info tallies with “The IR dept added that YTLP buy the GPUs in cabinet servers so they have no exposure to Super Micro” as written by you.
2 days ago
The Blackwell systems are already started running from last month Oct with “Microsoft becoming first cloud to offer Nvidia Blackwell system”
https://www.datacenterdynamics.com/en/news/microsoft-becomes-first-cloud-to-offer-nvidia-blackwell-system/
If YTL is the first to deploy the Blackwells outside the US, that will really be an eye opener worldwide.
But definitely “YTL will be among the first companies to adopt NVIDIA GB200 NVL72”
“Data centre investment on course, says YTL Power” The Edge Malaysia 12 Nov 2024.
Rest assured …. It’s coming!
2 days ago
INVESTORS, [2024-11-12 3:00 AM]
https://theedgemalaysia.com/node/732608
this huge Advert above, cld be working well soon....
RANHILL
"The data centre influx in Johor suggests water demand will increase by about 30% in the next
few years — not including in the Johor-Singapore Special Economic Zone — compared with a
water reserve margin of less than 10% now, says YTL Power’s managing director Datuk Seri Yeoh Seok Hong.
That is an additional demand of over 600 million litres per day (MLD) from currently."
so new additional profit to RANHILL =
600,000 m3 x $2.50/m3 profit min x 365 day p.a. = a HUGE $547.5 million p.a.
This profit is certainly growing into the next few years as the new-owner stated.
2 days ago
@dragon328 @cktay
the main possible risk for supermicro's debacle to ytl is that, ytl may receive their hardware later/delayed...not that the data centre project will be in jeopardy
well ytl in unlikely to end up at the end of the que to get their required quantity of hardware, but supermicro being out of the hardware assembly supply chain will possibly disrupt the timing of receiving for ytl....unless nvidia really arm wrestle the other assemblers and clients in que within the same time of ytl putting order....
2 days ago
@wkc5657, you may make whatever assumption you want, but I have conveyed the clarification from YTL side. And I believe what was said from the horse mouth, that is there will be no delay in YTLP rolling out the AI data centre in early 2025.
You may choose to dig further info from your own sources and to listen to hearsay from whatever writer posting news on the tech website, that is your issue, not mine.
2 days ago
Anyway the share price of YTLP has dropped to an extent which has factored in zero earnings contribution from AI data centres, what is there to fear with another 2 months of wait till the actual Blackwells are delivered to Kulai ?
Based on earnings from PowerSeraya, Wessex, Jordan, Jawa Power, Yes 5G and UK Brabazon project, YTLP will have steady base earnings of above RM3.2 billion or EPS of 40 sen. It is now trading at just 8x PER on utility earnings (without any AI data centre).
I am sure foreign fund managers will know how to evaluate the risk and prospects, and will certainly not listen to hearsay here and there.
2 days ago
Posted by dragon328 > 16 hours ago | Report Abuse
Some corrections to my post above on YTL DCs.
YTL DC 1 is rated 72MW capacity and is largely leased to SEA Ltd for colocation data centre.
YTL DC2 is now rated 20MW for Nvidia AI data centre, to be expanded to 100MW once Blackwell GPU supply contraints are overcome in 2025
YTL DC3 has 80MW IT load and is for a hyperscaler mentioned before
YTL DC6 is for 40MW IT load and is a built-to-suit data centre for a large multinational corporation (MNC) customer. This data center is expected to be ready for service in mid 2025. This is new to me, which I have not inputed any earnings contribution for.
---------------
Dear Mr dragon328,
I have a few questions to ask.
1.) YTL DC 1 is rated 72MW capacity and is largely leased to SEA Ltd for colocation data centre.
Q : Will this profit reflect in FY 2025 result (total or partial) ?
2.) YTL DC2 is now rated 20MW for Nvidia AI data centre, to be expanded to 100MW once Blackwell GPU supply contraints are overcome in 2025
Q : Is this profit from 20 MW reflects in FY 2025 ?
Q : Is the profit from 100 MW reflects in FY 2026 ?
3.) YTL DC3 has 80MW IT load and is for a hyperscaler mentioned before
Q : Are the profits from these 80 MW will be reflected in FY 2026 or FY 2027 ?
4.) YTL DC6 is for 40MW IT load and is a built-to-suit data centre for a large multinational corporation (MNC) customer. This data center is expected to be ready for service in mid 2025.
Q : Are the profits from these 40 MW will be reflected in FY 2025 (partial) or FY 2026 (full) ?
Please advise.
Thank you.
2 days ago
Till now also I confuse on MACC role here as MACC is to catch who in bribing and receiving bribe to me but in recent case, are they the right person to investigate on fraud, contract breach, is this their role to determine that actually......
2 days ago
Based on the read up, MACC is checking the quality issues of the Internet. Example if the Internet speed is stable or not.
2 days ago
Yes, but is this MACC role LOL, internet speed stable or not, should this not be our communication minister role for example, MACC to me is like checking whether the whole contract value 4 billion (not sure i got the value correct or not) delivered or not, but come to you mind, then is this even MACC expertise......
2 days ago
Anyway, I am more to more theory on the warrant mature date LOL, on 3.36 this 15 Nov and 2.88 this 28 Nov, whether the price push down then all this warrant burn.
2 days ago
Eh.. i just did a speed test at home. Strangely the results is only 130mbps when I have subscribed for a 500mbps package.
2 days ago
Mr. OTB, I will try to answer some of your questions above.
1) YTL DC1 has started operations with 8MW already leased out to SEA Ltd since June 2024. As the revenue and earnings contribution is still small from this colocation data centre, I think it will not be reflected in a separate DC segment in the PBT breakdown in the coming Q1-Q2 FY2025. SEA Ltd will progressively lease out more space in DC1, I heard something like adding 8MW every year until it takes up 48MW in total. So DC1 will contribute partially in FY2025, more in FY2026 and even more in FY2027 & beyond.
2) Based on what was reported earlier, the 20MW AI data centre in DC2 will be ready in Q1 CY2025, so I expect it to start contributing meaningful earnings to YTLP from Q4 FY2025. As for the balance 80MW which will be progressively installed from mid 2025 when Nvidia chip supply gets relaxed. I now assume another 30MW to come in towards end of 2025 and start contributing earnings in FY2026, with the balance 50MW to contribute in FY2027.
3) DC3 80MW Ai data centre will be ready in mid 2025, and so will start contributing in FY2026 in full
4) The 40MW in DC6 will also complete in mid 2025 so will contribute in full in FY2026.
2 days ago
My physic power tells me that share price could start to move upwards on 21st or 22nd Nov.
2 days ago
FF are selling becos of
1. strong usd after trump won led to selling of ringgit denominated assets incl stocks
2. incoming trump tariff of up to 20%
It is all becos of the donald.
2 days ago
Looks like market maker is tired to buy sell buy sell for the volume already. But rule is rule. We need to wait until 20th Nov
1 day ago
Wah, really handing to 2.88 by 28 Nov? So far, all the pricing really fall below the warrant price by mature date..........
1 day ago
In today's NYT article .... this paragraph ....
A 15-minute drive away, another dusty construction site looked out of place surrounded by palm trees. It’s the location of a large Nvidia data center that is part of a $4.3 billion partnership with YTL Power International, an energy subsidiary of one of Malaysia’s biggest conglomerates.
Note NYT call it "Nvidia data center"😀
1 day ago
WTF. So hard to climb 0.08 in two days and drop 0.10 also in 2 days. W/out FF buying all legs has been chopped off.
1 day ago
There is a chance market maker wants the price to lower down to RM3 or even RM2.9 by 21/22 Nov before going up towards RM4.
1 day ago
Tom DeMark says the stock market is nearing a top as he draws 1929 parallels https://www.marketwatch.com/story/tom-demark-says-the-stock-market-is-nearing-a-top-as-he-draws-1929-parallels-5d05153b
14 hours ago
Investors are bracing for higher-for-even-longer interest rates
‘Higher for longer is going to persist even potentially into 2026,’ says portfolio manager Peter Azzinaro
By
Vivien Lou Chen
Follow
Last Updated: Nov. 15, 2024 at 4:07 p.m. ET
14 hours ago
Bursa never disturb KNM due to various reasons. They are aware KNM has a deal going which will lift them out of PN17. They are serously working on it. They just need a bit time. The other reason is that KNM is 75% owned by public. The repercussions will be big is anything happen to them. So we are not so worried about Bursa, as mentioned earlier by some people. We just anxious about the ongoing deal to be confirmed or not. I think so far no bad news as Trump won't become President overnight. Need time to swear in also.
7 hours ago
U.S. companies could be caught in the crosshairs if China retaliates to fight Trump
Published Fri, Nov 15 202410:47 AM ESTUpdated Fri, Nov 15 202412:48 PM EST
thumbnail
Eunice Yoon
7 hours ago
With President-elect Donald Trump’s trade and foreign policy team taking a hawkish stance toward China, U.S. companies are increasingly concerned a hard-line approach could stunt their prospects in the world’s second-largest economy – and turn them into targets of Chinese retaliation.
Trump has threatened to hit China with at least 60% tariffs and vowed to end reliance on the country. That alone would be disruptive. It would force companies to scramble to find other sources of supply, American consumers to pay higher prices at the store, and, according to many experts, lead to job losses.
7 hours ago
crafty Fox says if you have less$ than XXXX, then haVE A LOOK AY EMERGING LIGHWEIGHT CRYPTOS!@
if u have guts like me , willing to burn the $! for long term like 10 years! not short term! that now 220!!! me just entered 2/3 moons ago and profit now >35%!!!
WHAT A FEELING!!!
HAHA
7 hours ago
Mike-tikus Kid, do you have nothing better to do but keep using your multi ID to lepak in i3 and cari gaduh?
6 hours ago
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.
6 hours ago
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Wiwynn has completed Phase 1 of server rack integration and was supposed to complete the Phase 2 project of construction of server PCBA plant by end of 2024.
In another 5 weeks time, it's already Christmas..... so likely, no fireworks!
2 days ago