The news is old, but the update is new.
The first phase of 72mw capacity Data Center is expected to be ready by MARCH 2024.
New profit pipeline will come in line.

If i follow your word and sell now, i will joint the rr club, full of remorse and regret.

Changes in major shareholders, tariff hike expectation prompt rally in water-related stocks
https://theedgemalaysia.com/node/689548

In general, 1MW of data centre capacity may require 25,500 cu m [cubic metres] of water per year.

Cover Story: Demand poser as data centre industry booms
https://theedgemalaysia.com/node/688314

The company will invest about RM1.5 billion for the first phase of the project, which will feature a Tier 3 DC facility that will have a 72mw capacity. The project is expected to be ready by March next year.

Better ask TiGong, instead of here.
He will PoPi you and your money.

综指成份股酝酿二进二出　杨忠礼机构“王者归来”？
https://www.orientaldaily.com.my/news/business/2023/11/09/609565

根据富时大马综合指数成份股的基本规则，综指成份股每半年将进行1次检讨，
而最新一轮的检讨将以11月20日的个股收盘价为准。
综指成份股将在12月第3个周五（15日）作出调整，12月18日生效。

"YTL Power and YTL Corp could be new constituents of FBM KLCI"
https://www.nst.com.my/business/corporate/2023/11/976562/ytl-power-and-ytl-corp-could-be-new-constituents-fbm-klci

KUALA LUMPUR: YTL Power Bhd and YTL Corporation Bhd may both be included in the FTSE Bursa Malaysia KLCI (FBM KLCI) list of constituents, with Dialog Group Bhd and Westports Holdings Bhd on its way out.

The cut-off date for the constituent review is November 20, 2023.

Posted by cktay > 2023-07-16 07:05 | Report Abuse

…..The multi-lane free flow (MLFF) toll collection system, which comes after a very long wait, is expected to be operational nationwide by 2025.
……A source says toll concessionaires are unhappy that the previous government had made a deal with YTL-Konsortium Jaringan Selangor Sdn Bhd (KJS) to be the third-party toll collection company for all toll booths nationwide.
……YTL Power International Bhd owns a 60% stake in KJS via YTL Communications Sdn Bhd.
KJS
……The nationwide MLFF system is estimated to cost about RM3.46bil. There are 33 highways in Malaysia currently.

MLFF will be one of the key for YTL Communications Sdn Bhd to turn profit, if this project is carried out smoothly.

政府政策逐渐清晰宜投资被低估潜力股
https://www.sinchew.com.my/news/20231108/finance/5114118

我觉得昌明经济进度没有预期的快速，很可能是因为2024财政预算还未三读通过。相信三读通过之后，会逐渐有更多细节出台，特别是NETR的出口RE细节。

From the hint, you should know who run this business.
Most of the previous report is edited not to mention the company name.

MLFF trials for toll collection coming in 2024 but who is going to do it?
https://soyacincau.com/2023/11/07/mlff-trials-toll-collection-2024-who-doing-it/

Highway concessionaires reportedly not happy with the government’s MLFF proposal

The report also said that the private company will not only implement, operate, and maintain the MLFF system but will also be involved in the toll collection. Furthermore, the majority shareholder of the company is an unnamed local conglomerate that has interests in the power, telecommunications, and construction businesses.

When the price is Rm0.65, EPS per year is 6 cents.
Now the price is RM2.29, because EPS per quarter will more than 6 cents.
This is fundamental.

The coming QR will decide, the share price will continually goes up or not.
If eps per Q is around 7-8 cents, RM 2.90 is achievable. PAT is 600m
If eps per Q is 10 cents or more, RM 4 sure will not be a dream. PAT is 800m.

A few main points could look into during the next QR.
1. The normalize profit from PowerSeraya especially post TPC. I think the EMA is not quite satisfied with the effectiveness of TPC. This means that the profit still higher than expected by EMA. Due to the free competition market principle, the EMA should not strengthen the TPC, so, the EMA need to do something else.

On Oct 23, Singapore’s Ministry of Trade and Industry and EMA decided to set up an entity (Gasco) that will centralise the procurement and supply of gas for the power sector. Profit margins would, therefore, need to be driven mainly by plant efficiencies. We do not expect any notable impact on YTLP’s near-term earnings, but longer-term margins could normalise from the elevated levels enjoyed in recent quarters. https://theedgemalaysia.com/node/688302

So, the performance of PowerSeraya in 1QRFY2024 will be the key reference for future QR until the end of 2025. Hopefully the EMA is unable to secure the gas price lower than the cost purchased by PowerSeraya in this coming 2 years. During this high oil price, it should be impossible to do so.

2. The actual profit from APCO, Jordan in a quarter. Coming quarter is the first quarter both units of power generator are fully functioning in a quarter period of time.

3. How will YES perform, better or maintain.

4. Will dividend been declared every quarter like old good day? If yes, will it be 3.5 cents per quarter? Since YTL will received 9.5 cents during this FY.

Hopefully EPS will fall between 7-8 cents coming QR, around 600m PAT or better.

Now RM 2.29
AmInvest TP Rm 2.30
TA CIMB TP Rm 2.40
RHB MIDF TP Rm 2.43
Kenanga TP RM 2.50
HLIB TP RM 2.90

The stock price is going crazy, and so am I.

Now RM 2.27
AmInvest TP Rm 2.30
TA TP Rm 2.40
RHB TP Rm 2.43
Kenanga TP RM 2.50
HLIB TP RM 2.90

YTL counters top list of stocks bought by foreign investors, banks saw heavy selling in October
https://themalaysianreserve.com/2023/11/01/ytl-counters-top-list-of-stocks-bought-by-foreign-investors-banks-saw-heavy-selling-in-october/

YTL Corp Bhd and YTL Power International Bhd were the top two stocks bought by foreign investors last month.

Ranhill Utilities acquisition a strategic fit for YTL Power
https://www.nst.com.my/business/corporate/2023/11/974025/ranhill-utilities-acquisition-strategic-fit-ytl-power

RHB Research

为何是Ranhill
Bumi公司。PMX会非常积极辅助Bumi企业。
从ranhill出口RE到新加坡？
减碳技术？

YTL Power acquires 19% stake in Ranhill
https://www.thestar.com.my/business/business-news/2023/11/02/ytl-power-acquires-19-stake-in-ranhill

Some observers believe the acquisition by YTL Power is up the alley of executive chairman Tan Sri Francis Yeoh, who has always had a keen eye on regulated assets, and as such this can be seen as a sensible initiative by the cash-rich utility player.
有钱好办事，有钱可以任性。

MIDF Research
Rakuten

https://klse.i3investor.com/web/blog/detail/taresearch/2023-08-16-story-h-242761705-Ranhill_Utilities_Berhad_Result_Came_Within_Expectations

Outlook

Environment Segment: As Johor becomes the new focal point in data centres, demand for water as a cooling medium will likely grow in tandem, leading to robust earnings growth. Regarding the group’s expansion overseas, we believe RANHILL is the frontrunner to win the tender for the Djuanda Source-to-Tap project in Indonesia, considering its vast experience in the field. According to management, the RANHILL-led consortium has submitted the feasibility studies to the authority and is currently waiting for the acceptance of the studies and the call for tender exercise.

Energy Segment: The Sabah East-West Transmission line is expected to be completed in 2023, enabling up to 400MW of additional electricity to be despatched from Sabah’s West Coast (where both RANHILL’s 190MW power plants are situated) to the East Coast. Meanwhile, the group’s LSS4@Mentari has achieved 62.0% of project implementation progress as of 30 June 2023, on target to achieve the scheduled commercial operation date of 31 Dec 2023.

Engineering Services Segment: As oil and gas companies face intense and increasing demand to decarbonise their operations, RANHILL’s subsidiary Ranhill Worley is the frontrunner to secure more engineering design contracts for carbon capture and storage projects.

肥水不流外人田。

YTL Power emerges as substantial shareholder of Ranhill Utilities
https://theedgemalaysia.com/node/688449

YTL PowerSeraya Expands Solar Capacity At Pulau Seraya Power Station To Support Singapore’s Green Goals
https://solarquarter.com/2023/10/25/ytl-powerseraya-expands-solar-capacity-at-pulau-seraya-power-station-to-support-singapores-green-goals/
留个记录

现在坐稳稳，等下个月尾的丰厚股息。
同时，耐心等待来季的季报。

@Dragon328 Thanks for the explanation.

Limited earnings impact on YTL Power next year
https://www.thestar.com.my/business/business-news/2023/10/25/limited-earnings-impact-on-ytl-power-next-year

@harvest6138
Agree with you

这措施在十月的现在出台，是否在暗示七到九月的电费盈利，还是处在高水平中呢？
似乎有可能。

对有杀价能力的公司来说，这是坏消息。
对没有杀价能力的公司来说，这是极好消息。

CGS CIMB maintains 'add' to YTL Power with TP of RM2.40
https://theedgemalaysia.com/node/687353

PS的盈利，可能会被影响到，这措举主要目的，就是稳定价格，或打击暴利。
到时，大家的煤气价一样的时候，EMA给予的retail价格，不再能让genco赚取暴利。
类似锁定低价的煤气交易价格。。。这个优势不再复返。
只能靠产能的有效率来提高盈利。
或从再生能源挖取更多盈利。

达证券：若以哈战争升级油价或破150美元 将提振大马收入
https://theedgemalaysia.com/node/686766

预计FY24 EPS 35c（每季差不多8.8仙，比我预计的7-8仙还高）
Dividend 8c（这就比我所预计的14仙，每季3.5仙来得矮多了）

usd 4.77
sgd 3.48
pound 5.79

Budget enhances power outlook
https://www.thestar.com.my/business/business-news/2023/10/18/budget-enhances-power-outlook

CGS-CIMB: TNB, Malakoff, and YTL Power key picks in energy sector following Budget 2024's RE emphasis
https://theedgemalaysia.com/node/686339

留个记录

外资上周净买马股1020万
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%A4%96%E8%B5%84%E4%B8%8A%E5%91%A8%E5%87%80%E4%B9%B0%E9%A9%AC%E8%82%A11020%E4%B8%87
留个记录

usd 4.73
sgd 3.47
pound 5.79

Riding the data centre wave
https://www.nst.com.my/business/2023/10/963188/riding-data-centre-wave

强势美金，对约旦业务带来正面贡献。
新币维稳，对新加坡业务也有积极的贡献。
弱势英镑，对英国暂时亏损的业务来说，也能减低兑换马币后的亏损。

从目前发布的各个相关资料来看，若单单看FY24，FY24的每一季，下一季的盈利会强过这一季。
距离下一个季报公布日期还有大概50多天的时间，蛮久一下。有点闷。

Haze in Singapore: Guide to PM2.5 & Air Pollution Readings
https://www.sassymamasg.com/wellness-haze-in-singapore-air-purifiers-face-masks/

sgd to myr 3.44 maintain
usd to myr 4.72 usd getting stronger
pound to myr 5.71 pound getting weaker

For now, we value data centre investments in our target price at 13 sen per share on the progressive development of 300MW over the next decade with the assumptions of RM30 million/MW capex, 11% internal rate of return, 7.5% weighted average cost of capital and 14-year firm contract.
https://theedgemalaysia.com/node/683942

An additional S$20 per quarter of U-Save rebates will also be provided to 950,000 households for two years from January 2024 to December 2025.

The electricity tariff comprises four components —
1. energy costs paid to the generation companies,
2. network costs and market support services fees paid to SP Group,
3-4, and market administration and power system operation fees paid to the energy market company and power system operator.

@cgtan2020
https://klse.i3investor.com/web/staticfile/view/515034

Source : KENANGA, Price Call : BUY, Price Target : 2.50
Last Price : 2.01, Upside/Downside : +0.49(24.38%)

New TP sets by Kenanga

wow, drop so much again...4896...

Budget 2024: Domestic sectors should benefit as govt allocates more resources, says TA Securities
https://theedgemalaysia.com/node/683875

肥田，大家争着耕。大马的WTE
Citaglobal ventures into WTE, submarine cable laying businesses
https://theedgemalaysia.com/node/682939

肥田，大家抢着耕。新加坡4gw RE。
Yinson vying to export RE to Singapore
https://theedgemalaysia.com/node/682936

有人抢或争，证明这行业有钱途。
越多人参与竞争，钱途就越可观。
咋们YTLP可不是盖的。
吃瓜看戏吧。

目前，我还没卖任何YTLP的票，主要原因是，我觉得股价还有进一步上升的空间。HLIB的Rm2.90目标价，会是可以达到的。因为我觉得FY2024，单季的EPS是可以达到7-8仙，差不多是600m的净利。这600m净利可以从哪里来的呢？以下是YTLP的四大业务。

Power: 600m
the tight power market situation,
high lock-in retail prices,
low liquefied natural gas cost in the long term,
充电桩的业务贡献
和国能合作出口至新加坡100mw的电能
这600m的数据是参考3QFY23。我会参考3QFY23是因为我认为新加坡政府对这一季的盈利没有异议。我觉得新加坡政府的Temporary PriceCap比较是针对4QFY23的盈利。

Water: -50m
这个interest accruals on index-link bonds, a non-cash impact of RM54
million (GBP10 million)应该还会继续造成亏损。由于1/4/23的水费起价，或许需要到1/4/24之后，才会见效。由于英国有年付的水费。所以，年付的客户，需要一年之后，才会缴付起价后的水费。

Telecommunication: -50m
我国通讯部部长近期在报道上公布会在近期的未来降低我国的网络费。这对YES会不会有进一步的影响呢？不过有看到YES也在努力转亏为盈。加油了。

Investment: 100m
数据中心会继续维持固定的开销来建造Kulai的数据中心。
Attarat的发电厂会持续提供盈利。

单季净利：600m

其他：
1. Kulai 500mw的太阳能，正在建造中，有可能会用在数据中心，也有可能会用在NETR。无论怎么用，都是会带来盈利的。
2. 数字银行。
3. NETR之下，未来RE出口新加坡。
NETR在马来西亚是必须进行的。
过去我认为NETR的主要目的是赚取外汇，结果在今天看了视屏之后，才知道，NETR最最最主要的目的，是为了省下马来西亚每年超多的燃油津贴。2023年津贴了508亿。
NETR若成功推行，政府就可以提升EV的百分比，进而减少甚至摆脱燃油的津贴。RE出口，是其中一个可以增加NETR可行性的必要步骤之一。
4. 有没有可能，股息政策会回到从前，每季派息呢？会不会每季3.5仙股息，全年14仙呢？两个月后，自由分晓。备足：CEO有答应YTL FY24，以及FY25会派息1B的股息，等于每股9.5仙。不过呢，他没有对YTLP作出类似股息的承诺。有流传说YTLP会派15仙的股息，其实是根据YTL派9.5仙股息来推算出来的。

According to HLIB,
For YTLP, the investment bank kept its “buy” rating and target price unchanged at RM2.90.
HLIB does not have a rating for YTL Corp, but has opined that it has a fair value of RM2.10.

Difference is 80c.

永续发展与环境部傅海燕表示，厄尔尼诺现象现已出现，可能会在接下来一到两个月内带来干燥和炎热的天气。

傅海燕以书面答复议员的询问时说，厄尔尼诺现象预计将至少持续到明年初，最高气温可能会在明年3月到4月之间出现。

https://www.8world.com/singapore/el-nino-weather-2243961

@Muyutin
GDS Holdings Ltd from China.

Construction of the facility is ongoing and the first 8MW is expected to be put on stream by the first quarter of financial year ending June 2024, with the remaining 24MW to come online progressively.
https://www.thestar.com.my/business/business-news/2023/09/19/upbeat-outlook-on-ytl-powers-data-centre-solar-assets-in-johor

Maybe they were hired by the big players to cause panic sells, so those big players could collect more cheaper shares.

Now, they have done their job, they may have received their wages and YamCha at somewhere else.