congrats! consider exchanging to VSTECS....as they are the one awarding contracts to SNS

Posted by David Gunter > Jul 1, 2024 2:44 PM | Report Abuse

Malu la @probability wakakkakakaa

Good work there, @purebull..

u forgot Ranhill

hope for limit up soon....as market only beginning to realize

Director buying already... today they purposely push down into the red so that people dont keep questioning its unstoppable rise. They want to avoid any spotlight at the moment and follow the general market..

ahh..dont remind me of serba...that is con at the ultimate level! :)

Notion....hmmm..my guts says there must be some truth to their assertion...

looking at the confidence level of the management response....it appears like there is a lot of upside potential

https://theedgemalaysia.com/node/717021

All those product or services related to AI and Data Center will boom but not sure how long considering competition will always creep in...

but utilities like water supply to DC will grow enormously and its extremely stable for years to come

RANHILL is the KING

Amazon hits $2 trillion in valuation on AI fervor, rate cut bets

https://www.thestar.com.my/tech/tech-news/2024/06/27/amazon-hits-2-trillion-in-valuation-on-ai-fervor-rate-cut-bets

Amazon Web Services is the largest cloud services provider in the world, and growth at the Amazon unit has returned after a dip in the past year, thanks to surging adoption of AI technologies.

i was wondering earlier why we humans have one thing very distinct from apes physiology despite evolving very recently from the same ancestors.....relative to apes our body hair had diminished with humans ability to cushion themself with skins of animals as clothing but the amount hair on the head and length it grows is exceptionally different! but why?

Its because we need so much capacity to cool down the brain (through sweat and evaporation using the large surface area from hair) and to protect from direct sunlight (overheating)

The same applies to the Data Center...the more the brain capacity, the greater the heat generated and cooling need.

The world is heading towards making a lot of Digital Brain in Johor basically....

Microsoft's water consumption jumps 34 percent amid AI boom
Thirsty work for OpenAI's data center provider

https://www.datacenterdynamics.com/en/news/microsofts-water-consumption-jumps-34-percent-amid-ai-boom/#:~:text=Microsoft%20said%20that%20the%20company,for%20its%20cloud%20data%20centers

Microsoft said that the company consumed 6.4 million cubic meters of water in 2022, primarily for its cloud data centers.

That represents a 34 percent jump over the year before, with generative AI workloads believed to be at least partially to blame.

In its report, Google said that its data centers consumed 19.5 million cubic meters of water last year, up 20 percent.

Microsoft's water consumption jumps 34 percent amid AI boom
Thirsty work for OpenAI's data center provider

https://www.datacenterdynamics.com/en/news/microsofts-water-consumption-jumps-34-percent-amid-ai-boom/#:~:text=Microsoft%20said%20that%20the%20company,for%20its%20cloud%20data%20centers.

Microsoft said that the company consumed 6.4 million cubic meters of water in 2022, primarily for its cloud data centers.

That represents a 34 percent jump over the year before, with generative AI workloads believed to be at least partially to blame.

In its report, Google said that its data centers consumed 19.5 million cubic meters of water last year, up 20 percent.

The Secret Cost of Google’s Data Centers: Billions of Gallons of Water to Cool Servers

https://time.com/5814276/google-data-centers-water/

A few weeks earlier in nearby Mesa, Google proposed a plan for a giant data center among the cacti and tumbleweeds. The town is a founding member of the Arizona Municipal Water Users Association, but water conservation took a back seat in the deal it struck with the largest U.S. internet company. Google is guaranteed 1 million gallons a day to cool the data center, and up to 4 million gallons a day if it hits project milestones. If that was a pyramid of water jugs, it would tower thousands of feet into Arizona’s cloudless sky.

Alphabet’s Google is building more data centers across the U.S. to power online searches, web advertising and cloud services. The company has boasted for years that these huge computer-filled warehouses are energy efficient and environmentally friendly. But there’s a cost that the company tries to keep secret. These facilities use billions of gallons of water, sometimes in dry areas that are struggling to conserve this limited public resource.

“Data centers are expanding, they’re going everywhere. They need to be built in a way that ensures they are not taking critical resources away from water-scarce communities,” said Gary Cook, global climate campaigns director at Stand.earth, an environmental advocacy group.

Google considers its water use a proprietary trade secret and bars even public officials from disclosing the company’s consumption. But information has leaked out, sometimes through legal battles with local utilities and conservation groups. In 2019 alone, Google requested, or was granted, more than 2.3 billion gallons of water for data centers in three different states, according to public records posted online and legal filings.

The Secret Cost of Google’s Data Centers: Billions of Gallons of Water to Cool Servers

https://time.com/5814276/google-data-centers-water/

A few weeks earlier in nearby Mesa, Google proposed a plan for a giant data center among the cacti and tumbleweeds. The town is a founding member of the Arizona Municipal Water Users Association, but water conservation took a back seat in the deal it struck with the largest U.S. internet company. Google is guaranteed 1 million gallons a day to cool the data center, and up to 4 million gallons a day if it hits project milestones. If that was a pyramid of water jugs, it would tower thousands of feet into Arizona’s cloudless sky.

Alphabet’s Google is building more data centers across the U.S. to power online searches, web advertising and cloud services. The company has boasted for years that these huge computer-filled warehouses are energy efficient and environmentally friendly. But there’s a cost that the company tries to keep secret. These facilities use billions of gallons of water, sometimes in dry areas that are struggling to conserve this limited public resource.

“Data centers are expanding, they’re going everywhere. They need to be built in a way that ensures they are not taking critical resources away from water-scarce communities,” said Gary Cook, global climate campaigns director at Stand.earth, an environmental advocacy group.

Google considers its water use a proprietary trade secret and bars even public officials from disclosing the company’s consumption. But information has leaked out, sometimes through legal battles with local utilities and conservation groups. In 2019 alone, Google requested, or was granted, more than 2.3 billion gallons of water for data centers in three different states, according to public records posted online and legal filings.

Now i believe Natsuko's TP of RM 5....

Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo

RANHILL will be the KING

All these data center has to come to Ranhill......to quench their thirst

RANHILL is the KING

Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo

Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo

@kkwong13, what you think..should renter now?

i sold quite a lot of shares yday at big chunks at 2.37, 2.36...i see the buyers were very very strong. I even regretted selling as usually from my experience such strong buy will always lead to higher price than what i sold later...all the time

as such i am inclined to believe today's push down is to accumulate using bad market sentiment

as such it will likely rebound strongly when sentiment changes

@NickelLee, why the sell down on Ranhill again recently/now?

@kkwong13, thanks for sharing

@Thirai....thanks for the inputs, looks like nothing wrong with ABMB from your feedback...i dont look forward too much on growth, as long as they can sustain the earnings and slowly increase dividend payout i would be happy

yes HLFG is the other finance stocks that i am interested other than ABMB

i see both these bank have very high free cash flow...not sure how much it matters for banks...

look forward for your analysis (bank comparison) to be presented in i3 :)

Thirai..thanks for evaluating banking stocks which i am completely not competent to do so...

do you have any comments on ABMB? Is it cheap and a good buy?

could you tell which is the best banking stock to buy among those listed in Bursa... really appreciate, thanks

Johor looks to collaborate with Sarawak on renewable energy initiatives

https://www.thestar.com.my/news/nation/2024/06/20/johor-looks-to-collaborate-with-sarawak-on-renewable-energy-initiatives

it may look expensive now say at 1.70...but in future with AI fast development, may look very prudent

YTLP is behaving like a super intelligent AI....the ultimate chess player

whatever it is....it only creates a stronger foundation to YTLP....utility is crucial for DC and future of AI

all surely they have discussed before such announcement

max 1.70...most likely 1.20

Posted by newbie_2018 > May 27, 2024 9:19 PM | Report Abuse

Is it related to YTL Power takeover Ranhill? What price will YTL Power pay?

thanks for the insights....i think its a no brainer to see that Sarawak has the highest growth potential, with the money flowing to the local govn and also as a green energy hub that supplies power to singapore and even west malaysia one day with the increasing power demand from DC/AI

I foresee people migrating from west cost to east cost in the near future

ok great dragon328! Thanks...

you have to sell to cloud consumers first before all these can happen...and i think VSTECS having the best potential to do so with AWS

Posted by ImCK > May 23, 2024 8:06 PM | Report Abuse

AI will drive YTL grow more eletricity need for data centre

OMG results so bad....will it drop heavily tomorrow?

The Group’s profit before tax ("PBT") from operations was higher at RM57.26 million in comparison to PE2023's PBT of RM39.26 million.

The higher PBT was contributed by Oiltools, Road Maintenance and Property Development Division. In addition, profit contributions from associates increased by 22% to RM17.03 million from PE2023’s contribution of RM14.01 million

PBT 57 Million, PAT 38 Million...considered fantastic?

thanks dragon328, wonder would the cloud providers like VSTECS (with link to AWS) benefit from the AI demand first before the AI DC providers like YTLP....

the big question now is will next qtr improve or worsen? Hope to have better clarity on this...

that will decide the near term share price movement

but Ken, PE is for future earnings...and i am not sure what is the future earnings from AWS, starlink etc...

the PE is determined based on nature of business

the nature of its future business is changing and we cant rely on past PE

low volume despite such a spike is what makes me uncertain how far the share price may go.....insiders really dont want to sell looks like....

stocks like Frontken can have PE of 60...

really no clue how far this can go...even RM 20 within the next qtr results cannot be ruled out

that makes me wonder shall i add the shares now?

i hope they will make some briefing with analyst soon (probably by next qtr results) to provide some insights...

Microsoft offers cloud customers AMD alternative to Nvidia AI processors

https://theedgemalaysia.com/node/711998

guess cloud providers will mint money first before the DC providers

amazing..@laulau, thanks

https://www.constructionenquirer.com/2024/03/20/in-house-contractor-ytl-construction-to-build-bristol-arena/


Posted by probability > Mar 4, 2024 9:26 AM | Report Abuse

Brabazon will benefit YTL construction arm in UK much ahead of YTLP

Brabazon will benefit YTL construction arm in UK much ahead of YTLP

Its because the construction work for the Brabazon property development project was undertaken by YTL Corp's construction arm there (see what dragon328 mentioned above)

Their revenue recognition is much ahead than YTL Development UK (100% owned by YTLP)

More connected, more sustainable, more opportunities at Brabazon: Masterplan approval granted for the most exciting new city district in the South West

29th February 2024

https://www.ytldevelopments.co.uk/latest-news/masterplan-approval-for-brabazon

YTL Developments is already making good progress on delivering Brabazon. At present:

1. The Hangar District - our first phase of new homes – is due to complete before the end of 2024. A range of studio, one and two-bedroom apartments and two, three and four-bedroom houses is on sale now, with over half of the 300 properties already completed and occupied.

2. Properties in our second phase of new homes are under construction, with the first homes due to complete in 2025.

3. Boxworks – the iconic shipping container workspaces – has moved to Brabazon from Bristol Temple Meads. Tenant demand is proving very strong ahead of the opening of the very first workspaces at Brabazon in May this year.

4. The primary road network within Brabazon is currently under construction.

@darrenliew, thanks for the info

i see from below link that the completion is quite fast tracked

www.itv.com/news/westcountry/2024-03-01/once-in-a-generation-plan-approved-for-new-south-west-city-district

The first homes at Brabazon are due to completed in 2025.

thanks dragon328, fantastic news...