xiaochen

xiaochen | Joined since 2018-09-03

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1 day ago | Report Abuse

After 2 months, Tengku zaiful twitter confirm that:
The supercomputer will be ready in mid of June. The progress still in line.
The first phase of installation cost will be Rm4.3b.
Part of the usage of this AI DC is already planned.

It should be no worry that, Nvidia is the smartest in running DC.
Nvidia could generate tons of profit in US, why not in Kulai?

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2 days ago | Report Abuse

Hiaz... red red red again.
Yesterday contra still bleeding a few hunderds...
Start looking for fresh cash somewhere...

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4 days ago | Report Abuse

@Mabel
FAANG is an acronym that stands for five major, highly successful US tech companies:
• Facebook (now known as Meta)
• Amazon
• Apple
• Netflix
• Google (now part of Alphabet)

Maybe its time to change the FAANG to MaaNa... our daily need.

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6 days ago | Report Abuse

数据中心的竞争是异常激烈,这是正常的,也是免不了的。做生意本来就是要预备心面对激烈的竞争。

好是好在,YTLP老早就已经低调地部署所需要的一切,包括客户的来源。

就在DC还未开幕之前,就已经有客户预定了DC服务,并成为DC的核心客户。

我相信,AI服务也会是类似情况。
若是已经有客户排队要预定古来的AI服务,也并不稀奇。

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6 days ago | Report Abuse

2021年,我读了YTLP最新的收购新加坡数据中心的报道(YTL Power acquires 12.5MW green hyperscale data centre in Singapore
),里面提到这是YTLP迈向DC区域化的第一步。当时候我想,难道YTLP想要在东南亚各国收购或建设DC来达成这个目标?

经过古来土地的收购,500MW的DC,加上去年8/12/2023宣布的于Nvidia合作,才知道,原来,成为东南亚区域的数据中心,是可以透过云端服务来达成,不需要在各国插旗。

这个雄心,已经在多年前,就已经开始部署,而且是有策略、前进式地部署。这也是我长期成为YTLP股东的原因之一。

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6 days ago | Report Abuse

@EngineeringProfit
Ya, all counter needs sharks to push or press the price.
Im lucky today, because i just complete a contra and earn 1.6K.
Hope all the best for you.

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6 days ago | Report Abuse

@Ks55 you are absolutely right, thanks for providing the data and fact.

That's why YTLP need Nvidia.
With partnership with Nvidia, could secure the prospect of Kulai AI DC.

I dont know how much Microsoft and other high tech big player earn from DC in US, but i do know Nvidia earn tons of money from its DC, and the profit keep rising. In US, Nvidia DC could generate lots of profit, why? Key point is software. 在美国,DC早就打到乱.

You can build as many as DC you can, but, how about the software to produce AI? Most of them still rely on Nvidia's software.

Again, YTLP good in management, good in maintenance, and YTLP got land, got own power, got Ranhill, got the support from Johor Royal family, and the main advantage is PARTNERSHIP with Nvidia ....YTLP DC could face those competitors.

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6 days ago | Report Abuse

我不认为YTLP会透过AI DC获取类似Nvidia的76%的profit margin。
我认为Nvidia会在Kulai的AI DC获得类似76%的profit margin。
我认为YTLP会在Kulai的AI DC获得对公共服务来说,算是超高的profit margin。

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6 days ago | Report Abuse

能确认的是:
YTLP和Nvidia有合作的关系。
Nvidia会提供顶级的硬件和软件。
Ai需要两类的软件,AI Training以及AI inference。
Nvidia的cuda主导了AI Training。
Nvidia的AI inference比较弱势。不过随着开发团队不断努力,已经迎头赶上了。所以,Nvidia可以提供全套的AI硬件以及软件。

能确认的是:
Nvidia的数据中心,盈利在刚刚公布的季报,大幅度上升。

能确认的是,Nvidia的硬体供应,自去年年尾,就已经处在历史上最供不应求的时期。

以下是我的推论:
在最供不应求的时期,为何Nvidia还答应供应硬体给YTLP?一个远在东南亚的小公司(对Nvidia来说)。所以,我觉得YTLP和Nvidia之间的合作,不会是纯粹的售卖关系。

以上我提到,Nvidia的数据中心的盈利暴涨。从这一点推论出来,Nvidia从数据中心赚了大巴大巴的钞票。

假如,Nvidia想要扩张它的版图到东南亚来,他需要数据中心。刚刚好,YTLP符合了他的要求,所以,YTLP提供数据中心(utilities方面,这是YTLP的专业),让Nvidia可以提供Ai training 以及 AI inference的服务给东南亚的客户。

搞好了之间的利害关系之后,我们来看,谁付昂贵的硬体费用?
可以是YTLP付。
也可以是物物交换。类似YTLP透过提供数据中心给Nvidia,来抵消硬体的费用。我觉得,这对双方都带来最大的利益。YTLP乖乖地做好utilities的本分,Nvidia在Kulai AI DC提供云端计算服务,来服务他在东南亚的顾客,以及潜在顾客。

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6 days ago | Report Abuse

@Ks55
Why not you just TRUST the YTLP management, through buy some share and hold? i dont know when you start monitoring this counter?

I do know some of us here, they monitoring this counter since the share price is 1.XX.
They keep on query and quarrel.
Until the share price surge to 4.XX, they still non stop behave like before.
They already here, and they know what happened here, our Mr Dragon328 share tons of fact and numbers, they just simply ignore and focus on quarrel here quarrel there.

Tak Sayang ka, from 1.XX to 4.XX and get nothing?

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6 days ago | Report Abuse

@Ks55
1. Is there any MOU signed with Nvidia?
No press release stated at the moment, i think as a outsider like us, there is no way for us to know there is any MOU or not? The answer could be YES or maybe NO. But YTLP management pretty sure about what actually happened between YTLP and Nvidia. So, we can just patiently wait, and the time surely will tell.

2. Press release is not a legal document. Cannot compare with even MOU, Letter of Intent and mere words.
Totally agreed.

3. No mention about the investment in latest QR report on 22 Feb 2024 after more than 2 months and 14 days.
Even the later deal like the PS Hydrogen power plant is reported in latest QR, i think the management purposely not to publish.

4. How is Nvidia involved in the project? Merely supplying the AI Chips and software? Not contributing any capital?
im alse looking for this answer.

5. How much will the project cost? Bursa Announcement is the only 'legal' and OFFICIAL source of information, NOT Reuters or BBC.
You know this answer clearly. RM 20B, as reported in the news article dated 9/12/2023.

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1 week ago | Report Abuse

YTLP的DC融资,主要来自我国的马银行的绿色融资。

YTLP能买下新加坡Tuaspirng的发电站,也是从主要债主马银行手中买下的。

YTLP和马银行的关系,是蛮密切的。

至于最新的AI DC的融资,我也是在寻求答案中。YTLP在这方面都没有什么细节的公布。不过,时机一到,肯定会向大家交代的。

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1 week ago | Report Abuse

张忠谋:AI需求不是几千万片产能 “是要更多晶圆厂”
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E5%BC%A0%E5%BF%A0%E8%B0%8Bai%E9%9C%80%E6%B1%82%E4%B8%8D%E6%98%AF%E5%87%A0%E5%8D%83%E4%B8%87%E7%89%87%E4%BA%A7%E8%83%BD-%E2%80%9C%E6%98%AF%E8%A6%81%E6%9B%B4%E5%A4%9A%E6%99%B6%E5%9C%86%E5%8E%82%E2%80%9D

台积电熊本厂“24小时施工”不夜城 3件事赢过美国厂
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E5%8F%B0%E7%A7%AF%E7%94%B5%E7%86%8A%E6%9C%AC%E5%8E%82%E2%80%9C24%E5%B0%8F%E6%97%B6%E6%96%BD%E5%B7%A5%E2%80%9D%E4%B8%8D%E5%A4%9C%E5%9F%8E-3%E4%BB%B6%E4%BA%8B%E8%B5%A2%E8%BF%87%E7%BE%8E%E5%9B%BD%E5%8E%82



当AI持续火红的时候,提供AI DC服务的商家,是可以从中受惠的,因为蛋糕是持续扩大。当整体蛋糕扩大后,能分到的蛋糕肯定更大。

当然,提供云端服务的商家譬如YTLP不会直接、立即受惠,但肯定的是,间接或稍后受惠是肯定有的。

当YTLP管理层积极努力开发DC以及AI DC的时候,盈利的把握应该蛮高。期待FY 2025。

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1 week ago | Report Abuse

@probability.
it is written by me, based on the news i read before and added with my own prediction.

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1 week ago | Report Abuse

Nvidia因为美国政府的打压,导致只能出口比较低规格的晶片到中国,导致来自中国的收入,大幅度下跌。
中国对顶级规格的晶片的需求量又那么的庞大,这会不会间接造成中国转到其他地方(譬如大马的古来?)的云端服务,来获得所需的AI计算能力呢?

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1 week ago | Report Abuse

这一季的季报,重塑了投行们对新加坡业务的预测。大部分投行都推迟了新加坡业务盈利正常化的时间。投行也终于比较正视管理层(2023年)曾经预告过,未来两、三年,新加坡的业务的赚幅的可以维持的。当时管理层也同时预告了FY24及FY25,YTL(注意,不是YTLP)将拨出10亿来充当股息,相等于每股9.5仙。这预告同时也间接证实新加坡业务的贡献是稳定的。

至于两三年之后的情况如何呢?是不是盈利就会”正常化”呢?
这就要用实力来说话了。在高度竞争的环境,蛋糕总是有的,有实力的,总会分到比较大片的份额以及盈利。
从这一季的季报来看,新加坡的管理层的实力可以算是顶级的了,既然能在气温全年最低的的情况下,依旧可以维持美好的盈利,这并不简单。当然,疲弱的马币,间接助攻了。
加上,能源供应紧张,已经是好多国家都面对的问题,新加坡也不例外。所以,不错的盈利,在两三年之后,依旧可期。

这一季的季报,对AI DC只字不提,真是神秘。
若说DC的耗电巨兽,那么AI DC就是耗电超级巨兽。难怪新加坡政府限制了DC的建设。
古来的AI DC可以说是占尽天时地利人和,值得期待。

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1 week ago | Report Abuse

2QFY24 (22/2/2024)
1. 新加坡业务维持赚幅,这是好现象。未来两季,赚幅会更高,因为气候越来越炎热,五月是高峰。
2. 英国业务亏损扩大,这带来失望。亏损的情况下,弱势马币会加剧亏损。
3. YES一样继续维持没恶化的亏损。
4. 约旦业务及其他投资,持续提供期待中的盈利。
5.以上的业务,在未来两季,基本上,变化不会太大,很大的几率会维持类似的EPS。全年40仙,是有望达到。
6. TOTAL LIABILITIES: increase from 40,405,131k to 42,127,824k
7. Cash and cash equivalents: improve from 8,140,521k to 9,534,018
8. There was no dividend paid during the current financial quarter. (so sad again)
9. 不过,故事还有进一步的发展。股价要继续突破Rm4(PE 10来算),则需要DC(预计四月头开幕)以及AI(预计7月头开幕)的贡献。

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1 week ago | Report Abuse

拿好瓜子,看9点场的戏。
看看这里的市场是如何回应Nvidia最新的财报。

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1 week ago | Report Abuse

好像打了强心针那样。
对这次季报有几个期待:
1. PS的赚幅。
2.YES和Nvidia在提供游戏云端,有没有对业绩带来正面的帮助。
3.有没有股息(去年是第三季和第四季才发布)
4.有没有一些和Nvidia合作的蛛丝马迹被透露。数据中心的进展。数位银行的落实。
5.英国业务会不会收支扯平或贡献少许盈利。
6.约旦的业务,有没有提供更多盈利。

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1 week ago | Report Abuse

@Paul Tan
The possibility is there. Thanks for giving hint.

Berjaya to challenge YTL for MLFF highway toll project?
https://soyacincau.com/2024/02/19/berjaya-challenge-ytl-mlff-highway-toll-project/

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3 weeks ago | Report Abuse

@MOBAjobg
As long as “Proceeds from Borrowings” (PfB) is greater than or > “Repayment of Borrowings” (RoB) + “Borrowings Cost” (Bc) most probably, everything is under control.
rm6,470,995,000 (PfB) > rm5,253,251,000(RoB) + rm25,025,000 (Bc)
Nothing can stop me from glancing through a 292 pages YTLp 2023 Annual Report within 5 minutes.

Thank you for your input, quote your message as reference to explain high debt issue.

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3 weeks ago | Report Abuse

远逊消费者高期待 仅8%企业采用AI
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E8%BF%9C%E9%80%8A%E6%B6%88%E8%B4%B9%E8%80%85%E9%AB%98%E6%9C%9F%E5%BE%85-%E4%BB%858%E4%BC%81%E4%B8%9A%E9%87%87%E7%94%A8ai

或许大家都在等YTLP AI DC的开幕,因为一个原因:用马币来计算。
或许在今年下半年,整体企业使用AI的几率更高了?

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3 weeks ago | Report Abuse

AI拼才会赢/麦传球
https://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/ai%E6%8B%BC%E6%89%8D%E4%BC%9A%E8%B5%A2%E9%BA%A6%E4%BC%A0%E7%90%83

以下是咖啡店的车大炮。
时间:2024年7月1号。YTLP AI DC正式开幕不久。
MyEG(MYEG):听说,GHL系统(GHLSYS)已经使用YTLP的AI。然后他们研发的速度超过我们了,快,我们也用YTLP AI。
.银湖寰宇(Silverlake Axis):为什么别人研发的速度那么快呢?看来,我也要去YTLP开个AI户口。
接着,大家都去开户口。伟特机构(VITROX) 绿驰通讯(GPACKET) 迪耐(DNEX) 腾达科技(PENTA) 正齐科技(MI) 前研科技(FRONTKN)。
隔壁家包括泰国、印尼、新加坡也来向YTLP开户口,不然就会被淘汰。

我记得,两年前,YTL CEO说过,要成为区域性的DC服务中心。不知道今年会不会实现这个鸿志呢?
有时候,提供工具式的服务,也是可以赚大钱的。

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3 weeks ago | Report Abuse

RM 1.XX的票,已经一去不返。
RM 2.XX的票,错过了就没了。
RM 3.XX的票,搞不好,就要说bye bye了。
下一回要买,可能是4.XX的了。

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3 weeks ago | Report Abuse

@sasword
朋友,买一些YTLP收一收,可以笑着过年。
就算真的下午跌很多,你若没short或put,你也没得到任何好处,不是吗?
除非你想低买,那又是另一回事。
别错过这难得的机会。如YTLP这么样的上等股,是不容易遇见的。

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3 weeks ago | Report Abuse

@chon99, i got confused by same news too. 😊

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3 weeks ago | Report Abuse

When time goes by, we will face the true story about the DC and AI DC. Of course, the risk is there, BUT the opportunity is there too.

Without holding until now patiently, i cant earn million just only though this counter. 😊

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3 weeks ago | Report Abuse

I personally very appreciate to Yeoh's family for their effort to do "anything to the share price". The share price could hit beyond Rm 4 is one of the prove that the management is working hard to maximize company revenue and profit. I prefer the management to work hard to explore more income than just push the stock price through share buy back. 😊

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3 weeks ago | Report Abuse

@chon99, Its ok, we all depend on the news.

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3 weeks ago | Report Abuse

@cgtan2020 thanks for the link. I think MIDF report is more reliable.
@chon99, FF should be the one who sell YTLP last week.

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3 weeks ago | Report Abuse

YTL Power, Maybank top counters bought by foreign investors last week
https://themalaysianreserve.com/2024/02/05/ytl-power-maybank-top-counters-bought-by-foreign-investors-last-week/

FF is buying or selling last week? confusing...🤔

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4 weeks ago | Report Abuse

@wkc5657
Nvidia’s Q3 revenue soars thanks to Singapore

Singapore contributed around 15%, or US$2.7 billion, to the quarterly revenue of Nvidia.😀

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4 weeks ago | Report Abuse

个人的猜想。
YTLP建设AI DC。
Nvidia成为其租户,为在东南亚一带Nvidia的原有顾客,提供AI云端服务。
说大马有地、水、RE电源的,是Nvidia CEO本人。

Nvidia有15%的业务是用sgd来计算。
隔壁家在2021年,就建设AI,不过用的GPU是AMD的。

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4 weeks ago | Report Abuse

https://www.sinchew.com.my/news/20240203/international/5367655
监管AI法案欧盟成员国批准最终文本

成为公共服务,靠的就是“使用量”。若AI使用量提升,就对提供AI的公共服务有利。以上法案,虽然源自欧洲,不过却可以成为他国,包括我国的参考。对我国在广泛使用AI上,是有利的。

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4 weeks ago | Report Abuse

AI重于一切 美科技大咖疯狂裁员
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/ai%E9%87%8D%E4%BA%8E%E4%B8%80%E5%88%87-%E7%BE%8E%E7%A7%91%E6%8A%80%E5%A4%A7%E5%92%96%E7%96%AF%E7%8B%82%E8%A3%81%E5%91%98
宣布裁员的公司引用了重组、削减成本、精简组织、提高效率等种种理由,但内行人都心知肚明AI技术在其中扮演的角色。

这新闻说明了,AI确实能为一些企业带来额外的收入(譬如透过削减人力)。这将提升众企业使用AI的力度。预计这裁员浪潮在不久后,会持续蔓延,包括来到东南亚。

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4 weeks ago | Report Abuse

if looking to the price chart, it seems similar to those glove stock and those LD stocks price movement.

BUT, one major different is, PE.

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1 month ago | Report Abuse

@sasword
朋友,EPF的钱,老早就已经不在这里了。
早在去年的5月尾,持股量低于5%,不再成为大股东。
接着,EPF用了大约两个月时间,清空了自己的仓,同时也清空了YTL的仓。
目前持续持股的,已经换成外资。

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1 month ago | Report Abuse

@dragon 328, thank for the update.
Means, coming result, big possibility could secure at least 10 cents EPS.
If with the improvement of other segments, the EPS could be higher.
Hope the rumors about the coming result will be better then previous result is ture.

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1 month ago | Report Abuse

下月起旱季·料比往年严重 消拯局监视400热点
https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E4%B8%8B%E6%9C%88%E8%B5%B7%E6%97%B1%E5%AD%A3%C2%B7%E6%96%99%E6%AF%94%E5%BE%80%E5%B9%B4%E4%B8%A5%E9%87%8D-%E6%B6%88%E6%8B%AF%E5%B1%80%E7%9B%91%E8%A7%86400%E7%83%AD%E7%82%B9
他表示,预计今年的干旱天气将比过去3年更为严重。

我国天气(包括邻国),非常依赖雨水来降低温度。若持续的干旱,将拉升平均温度。
意思就是,今年的温度,很可能会比去年更为高。
一般上
1-3月, 7-9月温度是一般的温度。
4-6,则会偏高,同时也是全年最热的时段。
10-12,则会偏低,因为下雨量会比较多一些。

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1 month ago | Report Abuse

RHB 给PE15.
一个闭门会议之后,TP立马拉升那么多。。。Hmmmm
这是对AI DC,以及新加坡业务的信心喊话。
看来AI DC确实有利可图。
随着得标新氢气合同,CY2028继续保有竞争力。

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1 month ago | Report Abuse

@cgtan2020 , thanks for the file given.

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1 month ago | Report Abuse

@cgtan2020
Arigato for the article.

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1 month ago | Report Abuse

@wendy76 May i have the link, please?

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1 month ago | Report Abuse

亚洲生成式AI大赛升温
https://www.sinchew.com.my/news/20240124/finance/5331534

看来YTLP的AI DC,应该是和隔壁家进行竞争。这里有天然资源的地理优势,隔壁家有强大科技、人力技术的优势,到底谁能笑到最后?

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1 month ago | Report Abuse

NOW RM 3.91
MrFox TP > RM 4.00 😁
Uniholder TP RM 4.28 😁
CLSA TP RM 4.40 😁
SimplyyWlSt TP RM4.95😁
HLIB TP RM 5.15 😁

Stock

1 month ago | Report Abuse

@chon99
You too.
I'm from east Malalysia, so still need to work.