ALIBILI CHG's comment on YTL

ALIBILI CHG · 2024-01-16T15:50:38+08:00

FIRST TRANCHE OF YTL CORP 2000 Shares @ 2.29

ALIBILI CHG

杨忠礼系公司与英伟达合作

杨忠礼机构（YTL，4677，主板公用事业股）是古来42兆瓦数据中心的承包商，该中心仍在建设中，其中32兆瓦已被冬海集团（Sea Ltd）租赁。
根据杨忠礼电力（YTLPOWR，6742，主板公用事业股）与英伟达（Nvidia）在100兆瓦人工智能（AI）数据中心方面合作的需求，该公司将在未来几年内，为此拨出40亿美元的资本开销，其中约10亿美元用于建设成本。
假设每兆瓦的建造成本为700万至1200万美元，我们估计，相关建设合约的价值为33亿至56亿令吉。
https://www.enanyang.my/node/598034

3 Like · 8 months · translate

ALIBILI CHG

Will YTL POWER join hands with RANHILL to bid for LSS5 Projects ??
https://www.skrine.com/insights/alerts/april-2024/malaysian-government-opens-fifth-large-scale-solar

2 Like · 8 months · translate

ALIBILI CHG

今天加码了
Analysts positive on pilot green power exports to Singapore; name Tenaga, YTLP as top picks
https://theedgemalaysia.com/node/708086

3 Like · 8 months · translate

ALIBILI CHG

逢低加码是对的。。。。。。。。

3 Like · 8 months · translate

ALIBILI CHG

受券商一再看好杨忠礼机构股价再破新高
丰隆投行认为，杨忠礼机构（YTL，4677，主板公用事业股）在旗下公用事业、建筑和洋灰三大业务的推动下，股价仍有大量上涨空间，合理价被大幅上调至3.33令吉。
https://www.enanyang.my/node/601380

3 Like · 8 months · translate

ALIBILI CHG

ATH....ATH.....ATH....RH.....RH....RH...

4 Like · 8 months · translate

ALIBILI CHG

冲上云霄.........

4 Like · 8 months · translate

ALIBILI CHG

RH...RH...RH...ATH...ATH...ATH...

3 Like · 7 months · translate

ALIBILI CHG

ATH.....ATH.....ATH.....

3 Like · 7 months · translate

ALIBILI CHG

RH...RH...RH...ATH...ATH...ATH...SUPER BULLRUN...

3 Like · 7 months · translate

ALIBILI CHG

Today also breaks record standing steady at All Time HIGH.

3 Like · 7 months · translate

ALIBILI CHG

数据中心是大马AI发展基石
https://www.enanyang.my/node/603032

3 Like · 7 months · translate

ALIBILI CHG

Tech giants starting to treat Southeast Asia like next big thing, Bloomberg reports

https://theedgemalaysia.com/node/711185

3 Like · 7 months · translate

ALIBILI CHG

Southern Johor is seeing a boom in data centres thanks to its proximity to Singapore, spillover effects of the US-China trade war, as well as cheaper land, water and power. More tech opportunities beckon, say experts.
https://www.channelnewsasia.com/asia/malaysia-johor-data-centres-nvidia-ytl-kulai-sedenak-sez-us-china-trade-war-4310496

3 Like · 7 months · translate

ALIBILI CHG

ATH...ATH...ATH...RH...RH...RH...

3 Like · 7 months · translate

ALIBILI CHG

WE CAN EXPECT A VERY GOOD RESULTS FROM YTL CEMENT SEGMENT SOON

KUALA LUMPUR: Hume Cement Industries Bhd’s net profit more than doubled to RM61.06 million in the third quarter ended March 31, 2024, from RM27.01 million a year earlier.

The cement and concrete maker’s revenue also increased to RM310.40 million from RM289.00 million previously.

3 Like · 7 months · translate

ALIBILI CHG

ATH...ATH...ATH...RH...RH..
RH...YAHOOOOOO.........SUPER GOOD QR COMING ON ITS WAY
.......

2 Like · 7 months · translate

ALIBILI CHG

ATH...ATH...ATH...RH...RH...RH...LOOKING FORWARD TO A SUPERB QR SOON...

3 Like · 7 months · translate

ALIBILI CHG

CONGRATULATIONS TO THE SUPERB QR

4 Like · 7 months · translate

CheeWei Chew

announced??????

Like · 7 months · translate

ALIBILI CHG

TOP UP 10K SHARES @ 3.65

5 Like · 7 months · translate

ALIBILI CHG

"We understand YTLP is in advanced discussions with potential clients for a possible 20MW portion. Management remains confident to kick-start a major part of the project in 12 months," said RHB.

It said YTL Power is also considering leasing the remaining 16MW of its 48MW conventional data centre to an AI player, or allowing YTL Communications to convert into AI-DC with Nvidia H100 servers.
https://www.thestar.com.my/business/business-news/2024/05/24/ytl-power039s-ai-dc-prospects-remain-intact

6 Like · 7 months · translate

ALIBILI CHG

FOR GENUINE YTLPOWER,YTL and associate companies INVESTORS stay tuned for the LSS5 and LCEG Programme bidding results....

7 Like · 7 months · translate

ALIBILI CHG

It can never go wrong when u top up during price correction times.bravo YTL.......

3 Like · 7 months · translate

ALIBILI CHG

YTL,YTL POWER AND RANHILL YOU ARE THE BEST......

1 Like · 7 months · translate

Johnny Ong

Resume uptrend mode this YTL

1 Like · 7 months · translate

ALIBILI CHG

YTL ARENA targets ‘cultural hub’ status with outdoor elements

https://www.thestadiumbusiness.com/2024/05/08/ytl-arena-targets-cultural-hub-status-with-outdoor-elements/

3 Like · 6 months · translate

ALIBILI CHG

Promotions again ah !!!!!!!! hahaha........

1 Like · 6 months · translate

ALIBILI CHG

NVIDIA JENSEN HUANG LIVE IN TAIWAN
https://www.facebook.com/share/v/6BjzUTtsN1fMB2c7/?mibextid=oFDknk

3 Like · 6 months · translate

ALIBILI CHG

YTL is one of the 49 which appeared in the BILLBOARD
快新聞／台灣企業紛紛搭上AI順風列車！黃仁勳列合
夥伴
https://www.ftvnews.com.tw/news/detail/2024602W0121

3 Like · 6 months · translate

ALIBILI CHG

DATIN 皇太后购票了1.2 million shares.

1 Like · 6 months · translate

Choong Wc

Alibili bro any insight on the above?

Like · 6 months · translate

Choong Wc

Can't be Chin Hin style

Like · 6 months · translate

ALIBILI CHG

yep,nothing like chinhin style.they r most likely repositioning their shares after acquiring ranhill.

2 Like · 6 months · translate

ALIBILI CHG

恭喜YTL KULAI DATA CENTRE 地皮大涨价

1 Like · 6 months · translate

ALIBILI CHG

恭喜YTL KULAI DATA CENTRE 地皮大涨价，（市值53个亿）。。。。。

1 Like · 6 months · translate

Choong Wc

Friend got any news on this? Can share?

Like · 6 months · translate

ALIBILI CHG

@choong, current land valuation is based on the ecoworld selling price to microsoft payments.

https://theedgemalaysia.com/article/boustead-plantations-disposes-land-johor-rm429m

3 Like · 6 months · translate

Zhikang Sim

你这个算法有点勉强啊..

Like · 6 months · translate

ALIBILI CHG

@choong, uems is selling iskandar puteri land at 5.0 million per acre today while ecoworld sold kulai land at 3.26million per acre,hence ytl kulai land valuation of 5.3billion is very conservative.

3 Like · 6 months · translate

ALIBILI CHG

WEEK ENDED 7TH JUNE 2024

YTD local institutional net inflow was reduced to +RM3,830.38 mil.

On top of that, domestic institutions also rotated out of the Utilities sector (-RM80.42 mil) where they largely disposed TENAGA (-RM222.44 mil).

However, they NET BOUGHT YTL (+RM77.55 mil) and YTLPOWR (+RM67.99 mil).

3 Like · 6 months · translate

ALIBILI CHG

“鉴于此，我们维持公用事业领域‘增持’投资评级，首选国能、杨忠礼电力（YTLPOWR,6742,主板公用事业组）及SAMAIDEN集团。”
https://www.sinchew.com.my/news/20240613/finance/5680988

6 Like · 6 months · translate

ALIBILI CHG

Rajiv Jain, chief investment officer at global asset manager GQG Partners, owns Malaysia’s YTL Power International (YTLP.Malaysia). The company stands to benefit from a host of reforms in Malaysia of its power sector as it sees a data center boom and the country tries to become a regional hub, exporting power to Singapore and other parts of southeast Asia.At 12.6 times next year’s earnings, valuations in Malaysia are still relatively attractive. “No one is paying attention to the sleepy market

4 Like · 6 months · translate

ALIBILI CHG

153 days, YTL has RISEN from 2.29 to current 3.60....holding tighter than before until RM 5.00 and Beyond....huat huat huat ahhh........

5 Like · 6 months · translate

Choong Wc

Hi alibili. Any idea y both mother and son drop so much today?

2 Like · 6 months · translate

佛说干种心

Let's sell them all, let's sell them all

1 Like · 6 months · translate

ALIBILI CHG

Good signs of fund managers accumulating at lower price.Yesterday Barron reported YTL Power's low pe of 12.6 catching worldwide attention on AI related stocks.

6 Like · 6 months · translate

Johnny Ong

It will make a rebound today. Probably will hit RM3.60

5 Like · 6 months · translate

ALIBILI CHG

WEEK ENDED 14TH JUNE 2024
L ocal institutional investors net disposed of Malaysian equites at a slower pace of -RM8.90 mil.
YTD local institutional net inflow was reduced to +RM3,821.48 mil.
Local institutional investors remained net sellers of Utilities stocks, with the net outflow for the sector roughly doubled to -RM179.37 mil from previous week. They mainly disposed of TENAGA (-RM302.71 mil), while continued to raise their stake in YTLPOWR (+RM83.59 mil) and YTL (+RM55.65 mil).

4 Like · 6 months · translate

ALIBILI CHG

AI frenzy draws stock traders to Southeast Asia’s likely winners, including TNB and YTL Power
https://theedgemalaysia.com/node/713219

6 Like · 6 months · translate

ALIBILI CHG

WEEK ENDED 28TH JUNE 2024
Inflows from local institutional investors have doubled from last week (+RM377.00 mil) while continuing to favour the Financial Services sector.

They also reverted to net purchasers of the Utilities sector after 3 weeks of selling spree, with TENAGA taking the lead once again (+RM62.09 mil), followed by YTLPOWER (+RM44.67 mil).

5 Like · 5 months · translate

ALIBILI CHG

WEEK ENDED 5TH JULY 2024
At sectorial level, the Utilities index (6.0%), as both foreign and local institution investors added utilities stocks such as TENAGA, YTL and YTLPOWR into their portfolios. Local institutional investors increased their buying interest in Utilities sector (+RM153.64 mil), with YTL (+RM113.06 mil) and YTLPOWR (+RM103.07 mil) being their preferred counters for second consecutive week.

5 Like · 5 months · translate

Choong Wc

No momentum today

1 Like · 5 months · translate

ALIBILI CHG

Accumulate downwards when price is dropping.... YTL, YTL POWR AND RANHILL WILL SHINE AGAIN ON THE 4TH Q......

4 Like · 5 months · translate

ALIBILI CHG

Sea, YTL Digital on track to form digital bank
https://www.thestar.com.my/business/business-news/2024/07/17/sea-ytl-digital-on-track-to-form-digital-bank

2 Like · 5 months · translate

ALIBILI CHG

HLB LATEST TOP PICKS
YTL Power's YTL Communications Sdn Bhd will deploy NVIDIA's H100 chipsets for the first stage and potentially NVIDIA's latest GB200 chipsets in subsequent stages.
YTL Power's newly acquired 53.2 per cent Ranhill Utilities Bhd will also benefit from the emergence of data centres in the state, as it is also a water-intensive industry.
The firm maintained an "overweight" call on the utilities sector. Its top picks are YTL Power (TP: RM7.45).....

2 Like · 5 months · translate

ALIBILI CHG

杨忠礼机构表示，此收购提议将为杨忠礼洋灰公司带来区域扩张机会，包括迪拜和芬兰的预制混凝土组件业务，为集团的未来盈利和股东价值做出长期正面贡献。
https://www.sinchew.com.my/news/20240723/finance/5785800

3 Like · 5 months · translate

ALIBILI CHG

（吉隆坡29日讯）政府将于9月24日推出企业再生能源供应计划（CRESS），开放第三方接入电网（TPA），以改善企业获得绿色能源的机会及提高再生能源的渗透率，分析员乐见这项自由化措施，有者更直接调高电力业评级。
https://www.sinchew.com.my/news/20240729/finance/5800325

4 Like · 4 months · translate

ALIBILI CHG

YTL 子公司率先报捷。。。。。。。。
（吉隆坡1日讯）杨忠礼产托（YTLREIT，5109，主板产托股）在旗下酒店和其他产业业绩改善的支撑下，2024财政年末季（截至6月底）净赚7598万令吉，同比升10.79%，并派发每股4.088仙的股息。

https://www.enanyang.my/node/616883

4 Like · 4 months · translate

lee keng lu

Wah, YTLREIT report out so early. Good news for YTL.

1 Like · 4 months · translate

ALIBILI CHG

TOP up 2k shares @3.12 matched.

4 Like · 4 months · translate

ALIBILI CHG

CONGRATS FOR THE EXCELLENT SUPERB 2024 RESULTS....NEXT YEAR WILL BE EVEN BETTER WITH THE INCLUSION OF DATA CENTRES,RANHILL AND SINGAPORE NSL......

4 Like · 4 months · translate

Choong Wc

Yessssss

Like · 4 months · translate

ALIBILI CHG

人舍我取+1， PREPARING MONEY TO HANTAM BUY IN YTL ROUND 3 TOMORROW.

3 Like · 3 months · translate

Khor Chiang Sneah

Today already bought some .. tomorrow will add some more. Don't worry YTL so strong. hahaha.

Like · 3 months · translate

Choong Wc

Hope you're right

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ALIBILI CHG

人舍我取+1，Round 3, Top up 2k shares @ 2.52

3 Like · 3 months · translate

Lala Chong

I topup @ 2.51. Hope good news soon :)

1 Like · 3 months · translate

ALIBILI CHG

my.plan is to buy downwards...next purchase will be 2.25 (if any)....

2 Like · 3 months · translate

ALIBILI CHG

in this kind of situition it is better to hope for a disasterous drop than to hope for a meaningless rebound.pray for me to get the cheapeast YTL.

2 Like · 3 months · translate

Khor Chiang Sneah

Add 20 lots @ 2.52 done .. hehehe.

1 Like · 3 months · translate

marvellous s3mn

lot of stock always drop like hell, to scare u throw all the tickets, and then it rebound and keep flying hahaha

1 Like · 3 months · translate

lee keng lu

This time look like not easy to fly up Liao. This drop is due to under MACC investigation case which not easy to settle if valid.

Like · 3 months · translate

Chee Wei Liew

If goes down RM2... time to buy n keep....

Like · 3 months · translate

marvellous s3mn

to rm2? in ur dream hahaha, kasi free want mou??

1 Like · 3 months · translate

Chee Wei Liew

Relax la... need to see how MACC investigation play out... if got Director arrested, then it will slump further...

Like · 3 months · translate

marvellous s3mn

i think u are the one not relax

2 Like · 3 months · translate

Lily Losm

already confirmed Liao...Monday -15% again

Like · 3 months · translate

Choong Wc

https://theedgemalaysia.com/node/725890

Like · 3 months · translate

Choong Wc

MACC already confirmed investigation on YTL comm

Like · 3 months · translate

Lily Losm

but only 15% max no much

Like · 3 months · translate

Lily Losm

maybe bursa will suspend trading..index stock below $1 then really rare

Like · 3 months · translate

Kent Tay

panic selling + short selling might drag down this counter by 20% to 30% ??

Like · 3 months · translate

Khor Chiang Sneah

https://www.klsescreener.com/v2/news/view/1388157

4 Like · 3 months · translate

Khor Chiang Sneah

麦格理表示，根据杨忠礼电力的文告，反贪会已要求杨忠礼通讯私人有限公司（YTL Comms）提供有关该项目的信息。目前，麦格理认为杨忠礼通讯只是协助反贪会进行调查，并没有暗示有任何不当行为。

4 Like · 3 months · translate

Lily Losm

index stock max 15% limit down

Like · 3 months · translate

marvellous s3mn

the trick that always force people to sell, then only they can get the cheap tickets, happen to a lot of stocks

4 Like · 3 months · translate

Cw Lim

麦格理还在吹啊，票好多的捏

Like · 3 months · translate

Lily Losm

1bestari really big scandal, last times I also curi2 login with default pass @school id..a lot acc inside lelong

Like · 3 months · translate

ALIBILI CHG

https://www.facebook.com/share/p/qEamj1jttTWEPCCK/?mibextid=oFDknk

5 Like · 3 months · translate

ALIBILI CHG

TGIF lock in profits now for the extra purchases 2 weeks ago.....yehhhh......

6 Like · 3 months · translate

marvellous s3mn

一大堆被大脸了吧，哈哈哈哈，别休想吓我别买进

7 Like · 3 months · translate

ALIBILI CHG

KUALA LUMPUR: Malaysia is rapidly building a supportive ecosystem for the development and adoption of artificial intelligence (AI), according to Datuk Seri Yeoh Seok Hong, Managing Director of YTL Power International.
https://www.nst.com.my/business/corporate/2024/09/1110046/malaysia-rapidly-advancing-ai-development-adoption-says-ytl-power