MrFox

aiyoh! whateverlah! for YTLP is REAL!!!

haha

2 days ago

dragon328

@Permutation, there is not much change to my projections for YTLP earnings after Trump win, as you can see US dollar strength has come back to where it was in June, so there is no longer a need to revise down YTLP's overseas earnings in ringgit terms.

Only one thing I need to monitor is the progress of the first AI data centre. If it can start from Jan 2025, then no revision is needed to YTLP earnings. But if it starts only from April 2025, then I may need to knock off part of the earnings projection for AI data centres contribution in FY2025, about RM150m lower to a revised net profit of RM3.60 billion (from RM3.75b) for FY2025.

2 days ago

Alex Chua

Price slowly drifting with the continuous release of esos and without much buyer

2 days ago

MrFox

hoho now XXX! dreaming to XXXX!!!
haha

1 day ago

Permutation

@Dragon328,
TQVM

1 day ago

ken2004

from the price movement, i think qtr will only be out after 28 Nov, atleast to kill off the warrant of 2.88 lol

1 day ago

BullOhBear

Dont think will announce on the last week of Nov. Furthermore YTLP couldn't care less about the warrants as it is not part of the book. Warrant is investment products of banks, not YTLP

1 day ago

sexy

Unstoppable uptrend from 25th Nov

1 day ago

Bullrun18

Bought YTL Power @ average cost 3.13 hope all the best .....

1 day ago

fx115w

Boss already accompanied PMX to Egypt, Peru & now Brasil at G20.
All skies should be cleared!

1 day ago

xiaochen

当外资慢慢抽离时，YTLP是可以横行很久很久很久的。。。

1 day ago

Sovereign

Those who invested in telcos such as Maxis in the 90s when wireless phone was beginning to be part of life's essential and those that invested in Time dot come when fibre broadband was about to take off in the early 2000s would have made a fortune. It is beyoond doubts that AI is the new trend now and when in matures those that stay invested will have made a tidy fortune. In the meantime dont listen to the noises too much as Warren Buffett said.

1 day ago

ken2004

Maybe, but i seriously believe those warrant interest is really strong lol as so far, all the warrant mature date really drop below the exercise price. really need to ask those warrant holder really all burn because of the low price.

1 day ago

ken2004

Plus why they want to go against those warrant providers, to announce it right before the mature date, anyway, it is pretty fast, just few more days to 22 Nov to know. i m betting the qtr will announce after the latest warrant date expire, 28 Nov instead.

1 day ago

Bullrun18

The Ai booming is not ended yet is just the beginning YTL power will go back to uptrending mode again soon…..

1 day ago

MrFox

hoho.... bot jaks 0.32, now 0.13!!!!

1 day ago

Bullrun18

This fella must be loss a lot of money on Jaks until short circuited and what ever he said also nonsense.

1 day ago

ken2004

Curious, why talk about yinson here

1 day ago

MrFox

hoho... short circuited

1 day ago

Johnchew5

Hoho must be the BearRun14 n the Serba 🐍n🐉story teller Buy what U not understand are getting desperate liaw in Yinson … even Bonus issue 1 to 1 on 2022 …🤣🤔

1 day ago

williamh

Yes

1 day ago

Aero1

changes
PNB sold 106.91 mil shares from 1.82% to 0.51%
Seri Yakin Sdn Bhd sold 45.36 mil shares from 0.94% to 0.38%
Credit Suisee sold 39.72 mil shares from 3.12% to 2.60%
Blackrock added 43.49 mil shares from 0.26% to 0.84%
State street Global Advisors added 29.21 mil from 0.24% to 0.59%
EPF added 92.22 mil from 2.98% to 4.10%

1 day ago

sexy

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.

1 day ago

sexy

Maybe market maker don't want to give discount already 🤔

1 day ago

Alex Chua

https://www.businesstimes.com.sg/companies-markets/equinix-build-6th-singapore-data-centre-us260-million-investment . Good to have more power usage to sustain the high electricity usage post 2026

20 hours ago

MrFox

Never mind the weather as long as we are together
To see the wild west show!

whispering words of wisdom!!!

haha

18 hours ago

MrFox

now XXX ..soon will become XXXX
whispering words of wisdom!!!

haha

18 hours ago

Aero1

in stillness, we often find clarity.

whispering words of wisdom!!!

haha

18 hours ago

fx115w

Seems like everyone is waiting for 22 Nov for further guidance.

16 hours ago

Babyshark01

Dear OTB, since AI servers are booming and expecting the demand remain strong next coming years, what is your opinion on Natgate? will it also another potential multi baggers? thank you

15 hours ago

OTB

@Babyshark01,
I like Natgate too. This stock is also in my recommended list.
However, the upside is limited.
Based on analyst report, the target price is 2.52.
Good luck to you.
Thank you.

14 hours ago

OTB

Goldman Sachs forecasts S&P 500 target of 6500 for end-2025, joins Morgan Stanley

BENGALURU Goldman Sachs has forecast that the S&P 500 index would reach 6,500 by the end of 2025, joining peer Morgan Stanley, on the back of continued growth in the US economy and corporate earnings.

The Wall Street brokerage's target implied an upside of 10.3% from the index's last close of 5,893.62.

On Monday, Morgan Stanley also forecast that the benchmark index would hit 6,500 by the end of next year. It estimated the recent broadening in US earnings growth would continue in 2025, as the US Federal Reserve cuts interest rates into next year and as business cycle indicators improve further.

Goldman said the so-called "Magnificent 7" stocks — Amazon, Apple, Alphabet, Meta Platforms, Microsoft, Nvidia, and Tesla — will collectively outperform the rest of the 493 companies in the benchmark index next year.

However, the "Magnificent 7" stocks will outperform by about seven percentage points only, the slimmest margin in seven years, Goldman said in a note dated Monday.

"Although the 'micro' earnings story supports continued outperformance of the 'Magnificent 7' stocks, the balance of risk from more 'macro' factors, such as growth and trade policy, lean in favour of the S&P 493 (companies)," the brokerage said.

Goldman estimated corporate earnings to grow 11%, and a real US gross domestic product growth of 2.5% in 2025.

The brokerage also warned that risks remain high for the broader US equity market heading into 2025, due to a potential threat from tariffs and higher bond yields.

"At the other end of the distribution, a friendlier mix of fiscal policy, or a more dovish Fed, present upside risks," Goldman added.

Trump's victory in the US presidential election earlier this month has brought into sharp focus, his campaign pledge to lower taxes and impose higher tariffs, moves that are expected to spur inflation and reduce the Fed's scope to ease interest rates.

The brokerage also projected earnings-per-share of S&P 500 companies at US$268 in 2025.

https://klse1.i3investor.com/blogs/kianweiaritcles/2024-11-19-story-h474640135-Goldman_Sachs_forecasts_S_P_500_target_of_6500_for_end_2025_joins_Morgan.jsp
---------------------------
Nvidia will bless YTL Power in Malaysia.

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)".

Good luck.
Thank you.

14 hours ago

darrenliew

Russia-U.S. tensions hit global markets as Putin lowers the threshold for a nuclear strike

13 hours ago

xiaoeh

i think it is about time to reset everything

13 hours ago

darrenliew

Russia says Ukraine attacked it using U.S.-made missiles, signals it’s ready for nuclear response

12 hours ago

darrenliew

Dow futures tumble 400 points as Ukraine-Russia tensions increase: Live updates

12 hours ago

darrenliew

A SEASONED STOCK BROKER ONCE TOLD ME
"POLITICS OR GEO-POLITICS ALWAYS KILL THE MARKET"

12 hours ago

mf

European markets slide 1.4% as Russia fears escalate;

12 hours ago

Antifanaticracism

Biden, this senile man shits and dirty the white house before he leaves

12 hours ago

Antifanaticracism

He wants to past the shitty white house to Trump

12 hours ago

Agjl

Lots of retailers waiting to throw above 3.30.

9 hours ago

Aero1

now 600mw thought it is 500mw

YTL Johor Data Center Park Overview
Located within close proximity to Singapore, the Johor Data Center Park features diverse network connectivity routes to the island-state. With diverse connections that run across both the Causeway and the Second Link, customers can choose from a variety of network solutions – from fiber to managed capacity – according to their needs.

The DC park includes the development of up to 600MW data center capacity, with the first data center (Johor Data Center 1) of 72MW already operational.

2 hours ago

Aero1

https://www.straitstimes.com/asia/se-asia/johor-rejects-nearly-30-per-cent-of-data-centre-applications-to-protect-local-resources?_gl=1*16yiaop*_gcl_au*MTc0ODg1NTUzMi4xNzMwNjA3NDQ1

Johor state’s data centre capacity has grown from just 10 megawatts (MW) at the start of 2021 to around 1.3 gigawatts (GW) currently, and that figure is expected to rise to 2.7GW by 2027, said Mr Lee.

2 hours ago

sexy

There were endless of geopolical, economy, wars, pendamics for the past 20 years and yet U.S market is still all time high. It just went higher after each issues.

1 hour ago

sexy

And every retailer will sell after a few cents, that's why cannot be millionaire 😂

1 hour ago

xiaoeh

Posted by sexy > 52 seconds ago | Report Abuse
And every retailer will sell after a few cents, that's why cannot be millionaire 😂

Dear Sexy
OTB sifu and his many disciples and many more others have already achieved that
when YTLP from its bottomed 0.70xx - 5.30xx
we are late...
but we are happy so many people made it through stock investing...
we got chance we got chance...

1 hour ago

BullOhBear

YTLP FY25 1st qtr resukt most likely will be announced tomorrow (21Nov). In the past 4 years, is has always been announced on the Thursday of the second last week of November
2023- 23Nov
2022- 24Nov
2021- 25Nov
2020- 26Nov

1 hour ago

sexy

xiaoeh, jiayou ya. You definitely got chance, you definitely got chance.

1 hour ago

xiaoeh

no la Sexy
We got chance We got chance
as far as we are still breathing...
ok la
move on

58 minutes ago

OTB

Posted by Aero1 > 2 hours ago | Report Abuse

now 600mw thought it is 500mw

YTL Johor Data Center Park Overview
Located within close proximity to Singapore, the Johor Data Center Park features diverse network connectivity routes to the island-state. With diverse connections that run across both the Causeway and the Second Link, customers can choose from a variety of network solutions – from fiber to managed capacity – according to their needs.

The DC park includes the development of up to 600MW data center capacity, with the first data center (Johor Data Center 1) of 72MW already operational.
------------------------
The explosive profit will come from AI data centres.

YTL DC2 is now rated 20 MW for Nvidia AI data centre, to be expanded to 100MW once Blackwell GPU supply constraints are overcome in 2025.
20 MW data centre profit will be captured in FY 2025, 50 MW data centre profit will be captured in FY 2026 and 100 MW data centre profit will be captured in FY 2027.

YTL DC3 has 80 MW IT load and is for a hyperscaler mentioned before.
80 MW data centre profit will be captured in FY 2026.

YTL DC6 is for 40 MW 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. 40 MW data centre profit will be captured in FY 2026.

Good luck.
Thank you.

17 minutes ago