YTL POWER INTERNATIONAL BHD

KLSE (MYR): YTLPOWR (6742)

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Last Price

4.25

Today's Change

+0.05 (1.19%)

Day's Change

4.19 - 4.31

Trading Volume

28,011,000

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In the money

Put Warrants

In the money

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In the money

Discussions
52 people like this. Showing 50 of 35,034 comments

HumptyDumpty

but overall retreat , looks like foreign not as committed as last year. Gamuda also down seriously from all time high.

2 days ago

mf

Asia stocks sink on hawkish Fed jitters, weak China inflationInvesting.com- Most Asian stocks fell on Thursday amid increasing conviction that U.S. interest rates will fall at a slower pace this year, while weak inflatio

2 days ago

dragon328

Looks like some local funds and retailers are dumping YTL Power shares being spooked by the news of Biden limiting AI chips export to other countries.

I do not expect supply of Nvidia chips to YTL Power to be affected at all by the latest round of restrictions. Though Malaysia falls under Tier 2 countries which will face a limitation of 50,000 GPUs per country in 2025-2027, but individual companies may apply for exception.

As the clients so far for YTL Power's AI data centres have been all US companies (Nvidia, a US hyperscaler and an MNC), these US companies can apply for exception to the restriction.

foreign funds are not spooked by the news, as they have more advanced information, as can be seen that foreign funds net bought RM21m of YTL Power shares on Tuesday and another RM6m worth of YTL Power shares yesterday.

2 days ago

HumptyDumpty

Biden work overtime d. Damn.

2 days ago

facsc118

add 4.26

2 days ago

mf

sell

2 days ago

mikewazowski


Stocks related to nvdia all sold down due to uncertainty of what the old man Biden has in his mind (mostly air).

2 days ago

Yezzy99108

not sure if YTLP will go thru another black Monday (August) drops amidst the ban of AI chips exports

2 days ago

duriand24

rest & sleep well.....

2 days ago

williamh

Good new is accumulates more Share at much lower price but also miss out to take profit just before IT start to drop,alway stick to buy when other scare and throw, has been 100% acculated many time

2 days ago

PureBULL ...

YTLP, the Super A1 stock of 2023 to May 2024,
is abt its great brand new biz in DC at kulai, JB.
2 ways:

i. AI DC = TP rm6.88 + double double
ii. DC = stock chart can tell tomorrow's news today:

https://www.tradingview.com/x/Uupvb54m/

NB: its mother share, ytl can fly so high then. what the f mkt!

2 days ago

forest18

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?

2 days ago

JMpower

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

2 days ago

JMpower

What going to happen tomorrow onwards?

2 days ago

dragon328

@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.

2 days ago

dragon328

@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.

2 days ago

Alex Chua

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

2 days ago

forest18

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

2 days ago

JMpower

“@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

1 day ago

Reformasi

Hope can rebound today. Best of luck.

1 day ago

cktay

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😀)

1 day ago

HKHedgeFund

buy, add margin, and hold for long term investment

1 day ago

facsc118

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

1 day ago

GSX1111

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

1 day ago

dragon328

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.

1 day ago

dragon328

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.

1 day ago

HKHedgeFund

can place margin to this stock now

1 day ago

JMpower

dragon 328 👍

1 day ago

mikewazowski

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.

1 day ago

EngineeringProfit

I am back

1 day ago

williamh

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

1 day ago

Ravi1969

I took it as the same way as the dip before

1 day ago

williamh

Collected 4.25 -50k, looking up 5.30 immediately

1 day ago

EngineeringProfit

Collect......

14 hours ago

Maxlim2000

2 years later become RM 10

13 hours ago

KingKKK

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

12 hours ago

Agjl

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

10 hours ago

Grumpy1

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

8 hours ago

williamh

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

6 hours ago

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