If 2024 Dividend: 10sen
If DY: 7%
Price: Rm1.42

Hopefully Q3 2023 will announce 3sen dividend,
and Q4 another 3sen, total 6sen.
If DY 7%
Price should be Rm0.86

No thanks to digital banking. I really doubt on the ability to compete of YTLP, in Malaysia.

Looks like the good old days WILL back soon!

YTLP segment YET reflected in the report
1. England Wessex: new traffic rate will start on 1st of April 2023.
2. Kulai Johor 72mw data centre: on service early in 2024, this only phase one.
3. Oil shale plant in Jordan.
4. 100MW export/import contract to Singapore
5. building electric charging points (not less than 1,200 units) at Housing & Development Board carparks in Singapore.

YTLP segment ALREADY reflected in the report
1. England Wessex: first time loss
2. PowerSeraya: outstanding performance after Tuaspring acquisition.
3. 12.5MW green hyperscale data centre in Singapore
4. YES: the only telco in Malaysia keep suffering loss from beginning until today and expected until it is been shutted down. 1HFY23, loss 155m. Likely another 150m will gone on 2H, make a total of 300m.

i think we should put pressure on those directors, so that they took this "YES continuing loss" as first priority issue which needed to be solved urgently. If not, the DPS keep dragging by YES endlessly.

Good QR was recorded.

Again, YES recorded 71m loss per QUATER. The following note explain the loss reason.

Telecommunications business
The higher loss before taxation and lower revenue was mainly due to lower project revenue
recorded.

This reason means: YES is loser.
Please BOD, shut this segment down, no need for YES in Malaysia.

im very sure that, if YES been kick out, the share price will break RM1, immediately.

@dragon328, HLB didn't mention about the exact dividend, im just assuming HLB is estimating 7 sens divident through 7% DY of their target price for YTLP. So, dont be too serous, you didnt miss anything from their analyst report.

Date: 2022-11-29
Firm: HLG
Stock:YTLPOWR
Price Target: 1.08
Price Call: BUY

So, @dragon328 is estimating exactly the same amount of dividend paid as HLB is estimating.
Big possibility will come true.
Huat ah.

The worst part is, YES never bankrupt!
YES will endlessly continue act like parasite, never contribute but asking fund aid from mama.

All telco in Malaysia make money, Tunetalk, Time.com, U-mobile, even XOX all make money, ONLY YES is no.

Can you imagine 84m lose per quarter? It's means the net profit is cut down 1 sen per share.

YTLP got 8.158b of share.
84m / 8.158b = 0.01. This is per quarter.
YES are famous of its loses all around the year, so total lose will be at least 0.04 sens per year.

If all this 0.04 sens turn into dividend, and share among share holders, what will happen to the stock price?

YTL Power to spend RM15bil on data centre

https://www.thestar.com.my/business/business-news/2022/11/29/ytl-power-to-spend-rm15bil-on-data-centre

Haha, this analysis is estimating 6 sens dividend for FY2023...If really 6 sens, huat liao.

@dragon328, hopefully FY2024 will be boosting year for YTLP. 5% DY is achievable provided the company keep increase their net profit. 10 sens of dividend, is very possible for YTLP, if with the aid from APCO and DC.

For example, the latest analysis from Aminvest.

Source : AmInvest, Price Call : HOLD, Price Target : 0.75

So, the expected dividend is around 5.0 to 5.5 sens.

YTLP stock price is easy to estimate.

From what im notice is, the market give this stock around 7% DY.

If the dividend given is 4.5 sens, the share price will fall around 65 sens.
If the dividend given is 5 sens, the share price will fall around 70 sens.
If the dividend given is 5.5 sens, the share price will fall around 78 sens.
If the dividend given is 6 sens, the share price will fall around 85 sens.
If you want the price shoot to RM 1, the dividend given should be around 7 sens.

i guess HLB is estimating this shock will provide 7 sens dividend in coming year.

@dragon328 The arbitration case still not ended, BUT through the flow of the case, APCO have higher possibility will win this case. And the market (IMF) is assuming NEPCO have to carry out his own responsibility.

Sooner or later, if you notice that YTLP share price suddenly shoot up 10-20 sens in a day which happened before, it possibility means that the case is finished.

2023, NEPCO have to purchase electric from APCO.

2023, APCO will in service.
2024, DC will in service.

“With the entry into force of the agreement to purchase electricity generated from oil shale, the financial balance of the NEPCO will come under greater pressure next year,” the IMF statement said.

https://www.jordannews.jo/Section-113/All/Jordan-economic-reform-is-on-right-path-2-7-GDP-growth-envisaged-IMF-24639

@dragon328 Ya, maybe it just doing some test run. No matter what, it seems like NEPCO is preparing to do business with APCO.

Means that, NEPCO start his very first Electrical Energy Purchases from APCO already begin in 2021.

Additional supportive point can get through NEPCO 2021 annual report, page 29.

NEPCO’s Electrical Energy Purchases (GWh)
B- Oil Shale - Atarat 183.5

Above news quote from IMF press release, 15/11/2022, through the following title: IMF Staff Reach Staff-Level Agreement with Jordan on the Fifth Review Under the Extended Fund Facility

With the oil shale power purchasing agreement (PPA) coming on stream, NEPCO’s financial balance will come under further stress next year (2023).

https://www.yes.my/wireless-fibre-5g/

https://soyacincau.com/2022/09/09/yes-5g-malaysia-first-wireless-5g-broadband-unlimited/

The Yes Wireless Fibre Plan offers unlimited 5G data for RM148/month on a 24-month contract. Although Yes 5G is capable of providing download speeds exceeding 1Gbps for its mobile plans, the wireless broadband offering appears to be speed-capped at 120Mbps on a best-effort basis. If you need to use the plan outside Digital Nasional Berhad’s 5G coverage, there’s also 150GB of 4G LTE data. Also bundled is a 5G router worth RM1,199 that’s capable of connecting up to 32 devices over WiFi.

If you also need connectivity on the go, Yes also has a bundle plan where you can get 120Mbps home wireless broadband plus two additional mobile lines for RM229/month on a 24-month contract. The two supplementary lines are basically Yes Infinite Basic which offers unlimited 4G and 5G data, unlimited domestic calls and 10GB of hotspot quota.

For me, this brand new plan quite attractive, and im excited especially with its BUNDLE plan.

Good move for YES. Hope this BUNDLE plan can attract both consumer from unifi and also other telco.

新加坡，一枝独秀
英国，暂时没看头，人民水深火热，太棒的业绩，会引来群殴。
YES，不用看，少亏算赢，以后也不用看，当YES没到。
约旦，隐藏爆发点
数据中心，未来的火车头。
印尼新发电站，可以退出舞台了。

Our GG debt projections assume that the National Electric Power Company (NEPCO) will incur on average about 0.5% of GDP a year in new guaranteed debt in 2022-2024 to cover its operating deficit, assuming partial impact from the coming on-stream of an expensive new oil shale power purchase agreement.

https://www.zawya.com/en/press-release/companies-news/fitch-affirms-jordan-at-bb-outlook-stable-xg97zxh1

I totally have no idea what is Casa Systems, although i had read this article.

Casa Systems powers YTL Communications 5G network with cloud-native 5G Core
https://www.globenewswire.com/news-release/2022/06/02/2455167/0/en/Casa-Systems-powers-YTL-Communications-5G-network-with-cloud-native-5G-Core.html

Powered by Casa Systems’ cloud-native 5G Core, YTL Communications can create new 5G services for enterprise and consumer customers and deliver an enhanced user experience with superior speeds and performance. Casa’s cloud-native 5G Core solution provides a full set of network functions including subscriber data management supplied by Summa Networks.

Wing K. Lee, Chief Executive Officer at YTL Communications said: “As the pioneer of 5G in Malaysia, YTL Communications is committed to delivering the best 5G experience to all Malaysians. Casa Systems represents a new breed of 5G technology innovators with cloud-native software solutions that transform networks to be more flexible and scalable. This advanced architecture allows us to evolve at Internet speed to meet the rapidly changing needs of our customers today and tomorrow.”

Hopefully the acquisition could improve the coming QR performance.

https://www.ema.gov.sg/singapore-energy-statistics/Ch02/index2

If you want to know further, you may study this statistics.

The total electricity generation capacity decreased from 12,563.6 MW in 2019 to 12,021.1 MW in 2020 largely due to the retirement of generation units that had reached their “end-of-lifespan”.

If the light yellow Tuaspring refer the YTLP's Tuassping, seems like, this power plant still keep functioning.

For me, i don't really care about whether OPERATOR is disposing or acquiring, i’m really care about the 2 sens dividend which will pocket in at the end of June.

This meant a lot for me, especially during this high inflation period, most of the goods price keep increasing.

Power seraya got some power plant which is very old type, efficiency is very low and very not environmental friendly. This power plant should be REPLACED. I don’t have the figure how much MW power plant should be replaced.

The fact is power plant need to be repowering from time to time to meet the current need in term of power efficiency and environmental friendly. The below link show that power seraya keep investing huge fund to keep his power plant up to date. https://www.eco-business.com/news/tuas-powers-800m-plan-upgrade-plants/

This acquisition safe a lot of replacement or repowering fund. It’s very expensive nowadays if you build a new power plant.

https://www.thestar.com.my/business/business-news/2022/06/07/tuaspring-acquisition-a-timely-addition-for-ytl

Yes Infinite Plan Promises Unlimited Access Without FUP: Starts At RM58 Per Month
https://www.lowyat.net/2022/274584/yes-infinite-5g-no-fup-unlimited/

Yes 5G for All 超值配套5G智能手機大贈送！
https://guangming.com.my/yes-5g-for-all-%E8%B6%85%E5%80%BC%E9%85%8D%E5%A5%975g%E6%99%BA%E8%83%BD%E6%89%8B%E6%A9%9F%E5%A4%A7%E8%B4%88%E9%80%81%EF%BC%81

5. After refer to Time dotCom QR, seems like the Data Centre can contribute good net profit. Good move for YTLP to involving in Data Centre service. 两三年后，有望成为盈利推动器。希望能竞争得过其他人。

6. YES telco…nothing to say, even with 5G. 若有强者入驻，就有希望。

7. The digital bank license. Can put your hope on the Singapore partner.

8. The project known as Tanjung Jati ‘A’ Coal Fired Independent Power Project (''Project'') will be located at Cirebon, West Jawa, Indonesia. This is the second power plant proposed by YTLP in Indonesia. With the moving capital from Jawa to Kalimantan, the electric need will be lesser. The need of this power plant maybe effected. The kick start of this project is still pending.

1. The disposal of ElectraNet, can get lots of cash, BUT the profit contribute from this asset, if any, also gone. This will effect the total net profit.

2. The England is suffering high inflation（4月年通膨率攀抵40年高点，显示英国生活成本飙涨的危机进一步恶化）https://www.rfi.fr/cn/%E8%8B%B1%E5%9B%BD%E9%80%9A%E8%86%A8%E6%94%80%E6%8A%B540%E5%B9%B4%E9%AB%98%E7%82%B9 The England economic is getting weaker. Wessex Water will hardly contribute higher net profit.

3. The Singapore economic is healthy and remain strong, Power Seraya got higher possibility contribute higher net profit. 盈利非常非常不稳定。

4. The Jordan government is striving to sell off as much as electric supply (Jordan to double amount of electricity exported to Palestine — Energy minister). And Jordan economic keep recovering. This will make the Attarat power plant more easier to be accepted by the Jordan government. 是喝粥还是吃饭，就看你的了。

Will another 5 sens of dividend is too good to be true?

Actually the disposal of ElectraNet can generate total CASH of RM3.1bil, based on the total selling price. BUT 3rd QR only revealed part of the CASH. Hopefully the remaining portion, if any, will be shown in the 4th QR,. If this is true, another 5 sens as Final Dividend will be possible, and make a total of 7 sens. That why i said im satisfied the 2 sens dividend before.

Again，congrats to YES for off set the contribution from England. YES is really good for dragging the others.

YES is really impressed me for losing nearly RM ONE million per DAY. How can it be? Really no shame / no pressure at all sending this kind of financial result to BOARD? This YES remind me about Proton（before sell half of the share to Chine tycoon）, Mas airline....

Those board members are ONE family, so still can keep pumping money in YES years after years.

Anyway, 2 cents of dividend is good for me. Thank you YTLP.

Im pretty sure, if YTLP sell YES away or close YES business down, the share price will shoot up. No need for Malaysian for another telco like YES. No need for YTLP owning his own telco even with the digital bank license.

Seems like im not alone who lose BIG money in this counter.

Some points to look for the coming QR
1. How much profit could generate from the Singapore 12.5MW DC. Imagine what if the total DC come to 252.5MW in 2024.
2. How much YES could benefit from the launching of 5g. The free access to 5g is extended to June. Actually YES benefit a lot through its partner Shopee.
3. Is there any interim dividend announce.
4. Will the EPS been improved? How far will be this improvement, or getting worse.

Something not usual happen to YTLP.
1. listed as top 2 most active counter before.
2. Daily Trading Volume is higher than before.
3. The news/research is keep coming up.
4. conclusion: those big fish is preparing to goreng this counter.

haha, i just found out im holding this counter longer than i thought. My average price is RM 1.47...*&%￥#@

Hopefully the coming QR, YES can made some profit with 5g is on high demand.

By the way, im holding YTLP since 2017.

About Data Center

YTL Power International Bhd has completed the acquisition of Dodid Pte Ltd, the owner of a 12.5 megawatt (MW) tier-three data centre in Singapore.
https://www.theedgemarkets.com/article/ytl-power-acquires-125mw-green-hyperscale-data-centre-singapore

Purchase price remain unknown...so P&C one...huh

Seems like DC can contribute meaningful revenue contribution from 50MW DC. Reference from TIME DotCom.
“We expect meaningful revenue contribution from the second Cyberjaya facility in 2022. The site is ultimately scalable to 50 megawatts, and there is thus ample scope for further growth,” the research outfit said.
https://themalaysianreserve.com/2022/01/21/times-data-centre-expected-to-increase-its-revenue/

Malaysia data center market size is expected to grow at a CAGR of over 7% during the period 2020−2026.
https://www.prnewswire.com/news-releases/malaysia-data-center-market-size-to-reach-revenues-of-usd-1-4-billion-by-2026--arizton-301299041.html

Conclusion: YTL Power had done a good move by investing in DC with coming soon 240MW DC (2024).

List of YTL board of director.
https://www.marketscreener.com/quote/stock/YTL-CORPORATION-BERHAD-6491348/company/

List of YTL Power board of director. https://www.ytlpowerinternational.com/about_us/bod_profile.asp?catName=about_us

Why stay away from YTL? Because YTL not striving to create profit for share holder, BUT they tend to MAINTAIN Yeoh’s Family own luxury life style. These Yeoh can’t generate profit more than their luxury salary. Yeo need PARTNER to run their business. 肥水不流外人田。Yeoh claim director salary twice.

so, stay away from YTL

Yeoh not capable to establish new business that makes profit. For example, YES telco. Im really sad with YES telco. Even with the contract with BN government, YES telco still keep losing BIG money for decade. Other major telco make BIG profit, even minor telco likes Tunetalk, Redone, Umobile make profit too. ONLY YES telco, still keep pumping money/milk from mother like an ungrown BABY.

YTL actually not bad, BUT the other stock perform much more better.