For the the first 30 years, SPSB committed to invest Rm1.3 billion over the 30 years( average of Rm43 millions per annum) and now, short of Rm211 millions over the next 12 years to fulfill the requirement. Extension of another 30 years, will require to pay concession and licence fee of Rm3.15 millions. Based on annual profit of Rm50 millions, and there will be a lot of room to increase paying out dividend in the future.(Now 35% of annual profit)

12 years is a bit short for takeover deal. 42 years will be acceptable for privatisation.

3.5.11 The concession period for the business of the Port Undertakings shall be a period of thirty (30) years commencing on the Takeover Date ending on the expiry of the term of the concession (“Concession Period”). SPSB shall notify the State and SPA if it intends to extend the concession for a further term of thirty (30) years and if there shall then be no subsisting breach of SPSB’s obligations, the concession may be extended upon terms to be mutually agreed at that time. An annual concession fee of RM3.1 million and annual licence fee of RM50,000 are payable in advance within the first month of each concession year.

Syed Moktar going to list its Port business soon. Hope he will talk with Suria's management for privatisation or co-operation of business.

Good result for the quarter, but dividend yet to announce. Hope to get 2.5 cents dividend too.

3Q22 quarterly result will be due for release. It will come with dividend announcement. Hope to see a good result with good dividend.

May be will be reflected in coming quarterly result or 1Q23.
Hope also power plant newly acquired in Singapore will contribute profit to the company.

现在市场的行情不好，除了EPF在里面有买卖外，大多数的都守着等股息。很容易的把股价推下去，希望有人丢给他。所以，只要公司前面的发展可以，他也不可能把股价推的太低，还有本钱的，乘着买低平价。

现在市场的行情不好，除了EPF在里面有买卖外，大多数的都守着等股息。很容易的把股价推下去，希望有人丢给他。所以，只要公司前面的发展可以，他也不可能把股价推的太低，还有本钱的，乘着买低平价。

Thanks D328. Look like another regulated asset. Will not lose money.

D328, What is the benefit to be minority share holder of DNB? YES will has to subscribe Rm286 M in DNB.

Fully agreed to D328. No need to watch the market performance now, only wait for dividend ex-date and money credit to my account.

Unfortunately, those peoples are most likely lost money in speculating shares. Still stick to dividend stock better

Hope to see more profit contribution from Wessax next year onward.

UK corporation tax rise cancelled, keeping it at 19% for next year 2023. Will credit back the allocation of Rm540.5 M soon.

UK corporation tax rise cancelled, keeping it at 19% for next year 2023. Will credit back the allocation of Rm540.5 M soon.

Lately, most of the big business development in YTL Group was at YTLpower. Will YTLpower be privatised? I think will not because they are growing the company and definately will push up the value. Indirectly will benefit the mother company.

Hope not to see like last 2 year 4th Qtr results, all losing big money due to taxes.

D328, Thanks for your comments. We bought Ytlpowr was anticipated that the company will deliver good results in near future. We are looking at 3 cents dividend in coming announcement and hope for 5 cents.

Thanks. Some improvements at least.

D328, thank for your information.

D328, thanks for the informations. My information was few year ago when i were in Ytlreit.

Hopefully 3 hotels at Australia are equally good as Ritz Carlton hotel at KL. The 3 hotels managed by Ytlreit themselves and the rest are sublet to other operator at fixed rate.

D328. Thanks.

D328, thank for your opinions. Will Ytlreit and Starhillreit Singapore business improving in Q4?

One month from Q4 reporting. Dividend to be announced and expected to be 3 cents or equivalent to 5.4%.

Electranet made Rm2.3B, only to see Rm1.3B gain in this quarter. The balance Rm1.0B, go into next quarter?

CGS-CIMB with target price of Rm1.08

Get trap at low point better than high. With dividend more than 5%, better than fixed deposit. Upside is higher than downside, worth to bet.

https://youtu.be/O5Xbo73klsU

All cost increased; labour, materials and etc. But tariff maintained for years. palm oil price increased to record high, made tons of money for palm oil companies, but Suria profit keep dropping.

EPF(AFFIN) 从10/3到28/3共买进7000粒。EPF其他从21/3到25/3共买进10144粒。全部买进17144粒。

5月的3Q22李度报告，每股最少可赚Rm0.30。希望公司会拿出多一点股息分给小股东

The profit from the sales had increased based on 23/3/2022 exchange rate at 3.1538 was Rm2.384 billions instead of Rm2.253 billions announced earlier

在新加坡发电公司要赚大钱，应该没有，已经被控制住了。只能赚那几%。所以，要赚多点钱，只能增加产能和收入。之前只做到十多亿，现在，已经做37亿了，接下来，会多赚一些。上个李度，刚收购从别公司无法生存的电费需求合约，油气价又上升，又没有准备或萛到在期货的数量，所以，成本增加了一些，没有赚钱。这个李度，有备而来，应该会比上个李度好。

星期5的大买Rm0.635，把很多卖家的票都买了。接下来，就看买家能继续，再接再厉的买，前途无量。

Dragon 328, thank for your valuable informations.
Quarter 31/12/21 30/9/21 30/6/21
Sale of electricity(RM K) 3763646 1972416 1536335
Tarrif ex GST( S. cents) 24.11 23.38 22.55
Cost go to power plant 17.88 17.65 16.32
In term of RM/KWH( x3.1) 55.43 54.72 50.59
Electricity sold(GWH) 6.79 3.60 3.04
There were sudden jumped in revenue for the last two quarters. It was more than double. The next quarter result may increase further to RM4 billions just for electricity sales. Why revenue jump so fast and profit not going up.

我们跟着公司己经好几年了，公司的股价一路往南，我们没有放弃，反而一直加注它。现在，公司套现了澳洲的一笔生意，赚了一大笔钱，公司马上就出ESOS奖励大股东和职员，而我们小股东，希望公司能考虑一下，我们的一份。

花4亿买回5%自己的股票，可以推高股价来回馈股东。大家都在公司亏了不少钱。

1% increase in ROE equivalent to 3% increase in earning. The management should look into how to improve the ROE by cutting cost and improve quality services.

Ytlpower, 2022 turnover will be around Rm15 billions which will be 3rd highest after 2012 and 2013. After 8 years of dropping in revenue, business in utilities at singapore, YES in Malaysia and power supply in Jordan come with shale oil supply to power station, revenue will return to record level.

However, rate of earning(ROE) has yet returned to previous level and expected to go up in coming years.

YTLPower market value is only Rm5 billions @Rm0.63. Turnover of Rm15 billions.

Ytlpower, Jordan power station already in operation and expected revenue per annum is Rm700 millions(Based on 45% of revenue) and profit of Rm120 millions. Turnover of Rm3.5 billions last quarter, expected to increase further to Rm4 billions by 3rd quarter. Yearly revenue of Rm15 billions will be achievable.

KUALA LUMPUR: YTL Power International Bhd (YTL Power) can still maintain a dividend per share (DPS) payout of 5.0 sen, despite the massive capital expenditure (capex) needed for its upcoming data centre park, which will likely cost around RM10 billion to RM12 billion, Affin Hwang Capital said.

Affin Hwang said this provided that the data centres would be built in phases and YTL Power still has a cash balance of around RM6 billion on its balance sheet.

It said YTL Power intended to develop the 664 hectares it recently acquired into a data centre park, with 300 megawatt (MW) of green data centre capacity and 500MW of solar power by 2030.

"We believe that YTL Power's intention in acquiring Dodid Pte Ltd is to leverage on their expertise in the development of green data centres, as they currently own a 12.5MW Tier 3 data centre in Singapore.

"Management intends to secure long-term anchor tenants for these data centres before they start building. We believe that this could also help YTLP to secure better financing terms and reduces the cash outlay," it said in a note today.

However, Affin Hwang said it had yet to factor in any preliminary earnings or value contribution from the development, as YTL Power had yet to sign up sufficient anchor tenants to kick-start the project.

Affin Hwang said YTL Power was forced to seek new avenues for future earnings growth, as more countries had started to put in place a timeline to achieve net zero on carbon emissions, demand for conventional coal-fired power plants is on the decline.

"Major financing countries such as Japan, South Korea and China have also indicated that they will stop providing loans to new coal-fired power plants.

"Hence, there is a high likelihood that YTL Power's 80 per cent-owned 1,320MW Tanjung Jati A coal-fired power plant in Indonesia is unlikely to achieve financial close in the near term," it added.

Ytlpower, payback bond with interest 4% at Sep, 2021 and replaced with bond 1.25% interest. Both sum were £300 millions. Saving of interest per quarter is Rm 11.3 millions. Coming quarter, interest saving of Rm11.3 millions is expected.

EPF(AFFIN), 29/12/2021, 只剩下8000粒了。过年后，成交量减少，希望股价也能静下来或稍微往上走，等2月尾业绩报告出来，也许会有好消息了。

逢低买入好多，希望股价会回弹，明年的股息收入也不错，真的谢谢EPF(AFFIN) 的抛售，让我们有机会买到低价

EPF(AFFIN), 28/12,只剩下10207粒，还有3天没有报上。希望手上的几千粒卖后，股价会好转。

EPF(AFFIN)从11月16号开始卖到12月22号，一共卖了20天，也卖出了18125粒，这几天也许只是卖少量，应该也只剩下1万粒了。股票行情不好，只要卖少量，也能把价钱推低。也是我们买低价的时机。

EPF(Affin) 从11月16号开始卖到12月22号，一共卖了20天，也卖出了18125粒，这几天也许只是卖少量，应该也只剩下1万粒了。股票行情不好，只要卖少量，也能把价钱推低。也是我们买低价的时机, 放低价钱买进，等拿股息。

我们的EPF请了专家Affin管理股票，要卖股票，越卖越低，这个办法，我也可以做到，为什么要请他们，还要付钱，不明白了。