As for commercial viability, Mohd Ikhsan noted that based on 10 HSR operators globally that publish their financial results, nine are “commercially viable at the earnings before interest, taxes, depreciation, and amortisation (Ebitda) level”

With construction theme (MRT3 and HSR, building material and cement + revaluation surplus on YTLREITS, YTL share price should outperform YTLP soon

Accumulated more YTL, all at 1.10

MRT3 award contract also due to announce

HSR theme is back

cut at 73sen

bought back ytl at 1.10

bought at 97-97.5sen

cut at 90.5-91sen

Tin futures hit $28,000 per tonne, the highest in five months on expectations of a supply shortage in the global tin market. Despite China's slow demand recovery, the upcoming prohibition of tin mining in Myanmar's Wa region and Indonesia's export ban on tin ingots are set to significantly tighten the market. Starting from August 1, 2023, all mining activities, including exploration and processing, will be suspended in the Wa state to preserve remaining resources. Additionally, Indonesia aims to encourage domestic processing by banning the export of tin ingots. Looking ahead, prices are expected to continue rising in the long term, supported by strong demand from the energy transition and green technologies such as solar panels and electric vehicles, along with the persistent tightness in the market.

sold at 50sen

Added more MSC at 2.13-2.14

bought back msc at 2.15-2.17

added more myeg at 75sen

Just wait for update, should be due if kraken successful restore back to 100% production

It is imbalance to known only positive element in stock, it need both positive and potential negative that will affect stock perfromance. Use own discretion to assess risk and reward

It is imbalance to known only positive element in stock, it need both positive and potential negative that will affect stock perfromance. Use own discretion to assess risk and reward

There is pros and cons for cross border electricity trade. The green electricity production cost is Malaysia, Loas is much lower than gas fuel production cost in Singapore. If Singapore gov to import huge green electricity, it will affect Singapore gas fuel power plant profit margin forward. Although most of YTL electricity now is contracted for 6 month- 2year, but if large amount of green energy is export to Singapore, it will affect Singapore wholesale energy price.. If wholesale energy price is much lower than contracted price, it will discourage end user to lock their electricity for long contract period, instead, will opt to source much cheaper power from wholesale market, especially if wholesale power market is flush with green energy supplier.

YTL seraya own 3000 MW gas power plant in singapore and currently enjoy attractive profit margin above 20%.
Since begins 1 July, Singapore wholesale market selling price have normalize, back to range 120-250 MWh compared to earlier selling price level more than 400 MWh and now also lower than contracted power traffic at 289 MWh. If Singapore continue import a lot more energy, it will eventually affect YTL seraya profit margin in future although if can offset partly through cross border trading fees.

Probability
There is pros and cons for cross border electricity trade. The green electricity production cost is Malaysia, Loas is much lower than gas fuel production cost in Singapore. If Singapore gov to import huge green electricity, it will affect Singapore gas fuel power plant profit margin forward. Although most of YTL electricity now is contracted for 6 month- 2year, but if large amount of green energy is export to Singapore, it will affect Singapore wholesale energy price.. If wholesale energy price is much lower than contracted price, it will discourage end user to lock their electricity for long contract period, instead, will opt to source much cheaper power from wholesale market, especially if wholesale power market is flush with green energy supplier.

YTL seraya own 3000 MW gas power plant in singapore and currently enjoy attractive profit margin above 20%.
Since begins 1 July, Singapore wholesale market selling price have normalize, back to range 120-250 MWh compared to earlier selling price level more than 400 MWh and now also lower than contracted power traffic at 289 MWh. If Singapore continue import a lot more energy, it will eventually affect YTL seraya profit margin in future although if can offset partly through cross border trading fees.

https://www.nems.emcsg.com/nems-prices

added more today at 54-54.5sen

https://www.arkansasonline.com/news/2023/jul/09/jordan-rues-21b-project-with-china/

Under 30-year power purchase deal, Jordan's state-run electricity company will have to buy electricity from the now effectively Chinese-led Attarat at an exorbitant rate that means the Jordanian government would lose $280 million annually, the treasury estimated. To cover the payments, Jordan would have to raise electricity prices for consumers by 17%.
https://www.bing.com/search?q=jordan%2C+attarat&qs=n&form=QBRE&sp=-1&ghc=1&lq=0&pq=jordan%2C+attarat&sc=2-15&sk=&cvid=724364ABAA424F59A58E0AB7D9CB62AF&ghsh=0&ghacc=0&ghpl=

If Jordan gov only willing to pay 50% of the agree electricity traffic to YTL attarat power plant, the viability of power plant will be in doubt as cash flow will be unable to meet debt repayment schedule to bank in accord to financing agreement

Once power plant start commissioning, all interest cannot capitalize as cost and depreciation and amortization will incur in balance sheet.

Sincer begin 1 July, Singapore wholesale market selling price have normalize, back to range 120-250 MWh compared to earlier selling price level more than 400 MWh

https://www.nems.emcsg.com/nems-prices

According to research by BCG Consulting on digital banking, only 5%, or 13 out of 249 digital banks worldwide, are profitable....Will YTL digital banking follow its loss making Yes mobile path?

https://juristech.net/juristech/are-digital-banks-profitable/

sold 66.5sen

bought hektar at 65sen

bought more uzma at 63sen

bought more skp at 91sen

sold MSC at 2.22-2.23

Private placement listing today. Share price weakness offer good entry level to capitlize on UZma ever highest orderbook and new venture in LSS4 50MW

MSC share price is highly correlate with tin selling price. If tin price surge back to previous high, off course MSC will back to above RM 5.00

Those still have doubt, please call up Myeg tel no: 03-7801 8888, to confirm personal that whether or not myeg immigration service for maid and foreign worker back to normal

bought uzma at 63.5sen

Myeg renewal maid permit and renewal foreign worker permit already back to normal after ease operation for period 22 May-3 July due to expire 3 contract.

The new renewal contract at least until NII complete in next 2-3 year should be done very soon since system already back to normal operation

https://www.myeg.com.my/auth/login?service=Immigration

sold at 1.27

China local tin Yuan 232,520 is much higher than Internation LME selling price USD 28,315. MSC selling refine tin based on LME price, if myammar an export to China, Malaysia MSC as second largest exporter may take over its role to export directly to China to enjoy even higher selling price in China

Added more MSC at 2.09

China in fact is world largest tin producer, but, China still need import tin from Myammar as China is global hub for further metal processing into industrial use product for semiconductor, Energy storage battery, EV component, solar power etc

Strengthen USD and elevated tin selling price and higher production volume, both are key profit deriver for MSC

Looking for bigger zetric profit contribution next Q result after begin commercial operation in may

looking for announcement bonus 1 for 5 and free warrant 1 for 5 next week

bought krono at 53sen

Technically, rock bottom reached, due for rebound

Wait for next month, impact on Myanma ban export Tin will take effect begin next month Aug. Myanma is world third largest tin exporter after Malaysia and Indonesia

https://zetrix.com/

https://www.youtube.com/watch?v=18-bnEbG8ao

Share price still waiting for kraken to recover back above 100%

sold YTL at 1.08

added more myeg at 73.5sen