企业绿色电力计划开跑 国能EPCC业者成赢家
（吉隆坡8日讯）能源委员会（EC）昨日向22家太阳能业者，颁发共563.42兆瓦（MW）的“企业绿色电力计划”（CGPP）项目，除了获颁最大份额的国家能源（TENAGA，5347，主板公用事业股），各家投行也看好再生能源的工程服务（EPCC）商成为大赢家之一。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BC%81%E4%B8%9A%E7%BB%BF%E8%89%B2%E7%94%B5%E5%8A%9B%E8%AE%A1%E5%88%92%E5%BC%80%E8%B7%91-%E5%9B%BD%E8%83%BDepcc%E4%B8%9A%E8%80%85%E6%88%90%E8%B5%A2%E5%AE%B6

呵呵，能源委员会没分蛋糕给YTLP，不过YTLP出现在推荐买入的名单内。
懂的都懂。

huat kao lat,
ong lai ong

Superb quarter result is on the way...18 more days to come...

So, now there are 3 600MW new power plant are proposed.
1. Keppel's 600MW hydrogen-fuel ready unit will coming in 2026.
2. Sembcorp Cogen, a wholly owned unit of Sembcorp, 600-megawatt hydrogen-ready power plant. Construction of the centre is expected to commence in the second half of this year, and be fully operational by 2026.
3. another 600MW unit as an open unit solicited by the EMA targeting completion by 2028.

Construction of the centre is expected to commence in the second half of this year, and be fully operational by 2026.

The facility will include a new 600-megawatt hydrogen-ready power plant.

https://www.straitstimes.com/business/sembcorp-to-develop-multi-utilities-centre-on-jurong-island-for-900-million

@dragon328 Thanks for the information.

@dragon328, So, there are two power plants, both are 600MW.

@Creszz Thanks for your TA input. im really not good at TA, my buying and selling timing always bad enough. So, i just keep my stake and wait for dividend.

My next target fall on 1.70, followed by 2.00 and the last one will be 2.20.

Ha, at last, im able to leave this long long stay penthouse, which is Rm 1.50.... My portfolio finally turned green...yeah

Jordan is committed to overpaying for electricity from a Chinese-financed power plant despite the cheap Israeli alternative.

the Chinese boast that the supply of electricity from Attarat’s two units will reach 3.7 billion kilowatt hours, equivalent to 20% of Jordan’s power consumption.

https://en.globes.co.il/en/article-chinas-power-play-pins-down-jordan-1001452225

马伊塔说，自从去年秋天两台发电机组中的第一台投入使用以来，约旦政府只支付了一半的月费。
https://www.voachinese.com/a/new-power-plant-leaves-jordan-in-debt-to-china-20230706/7170283.html

Attarat power plant have 2 units.
First unit already come in line since Oct 2022.
The second one, already been kicked start since May 2023.
Hope that the start up cost for second unit will remain low.

Another down side will be the construction of the Data Center.

@Creszz Ya, 1.70 seems like reachable. RM2.00 is a bit too good to be true.

@ChloeTai The STAR news is telling about rolling out the new stricter requirements to make sure those electricity retailers are financially strong enough to face any challenges. This regulations is made mainly to prevent the issue occur in 2021 will not happen again.

This new regulation will not have any impact to those electricity retailers, especially those retailers with strong cash flow like PowerSeraya.

This news do mention one of the new generation plant with capacity of 600MW, will be ready by END-2027. This is a few years later. Means that the total electric supply will remain tight for coming few years. If the weather remains hot like nowadays, the income for PowerSeraya will remain continuously strong.

I think this is one of the main reason, YTL CEO able to promise YTL will declare 9.5c dividend for FY24 and FY25.

目前的股价，已经达到RHB、Am、Kenanga、Midf等投行的分析水平，正迈向CIMB的预测出发。
预计Q4的EPS会超过4仙，并朝向6仙的方向前进。
至于最终会不会朝向HLB的分析前进，相信在未来两、三个星期，会有比较明确的迹象。

我个人预测，Q4的EPS会史无前例的高（排除一次性收入）。
之后，24年，25年财政年的季报，会平稳在每季6仙。

最近的成交量，应该把EPF的货吃到七七八八了。

Singapore to roll out stricter requirements for electricity retailers to better protect consumers

This comes as six electricity retailers were forced to exit the market in 2021, while two others terminated contracts prematurely, leaving some customers scrambling to find other suppliers.

The facility will have a capacity of at least 600MW – enough to power about 864,000 four-room flats for a year – and will be ready by end-2027.

https://www.thestar.com.my/aseanplus/aseanplus-news/2023/07/31/singapore-to-roll-out-stricter-requirements-for-electricity-retailers-to-better-protect-consumers

距离下一个季报的发布日期，还有一个月。
目前看来，YTLP应该没有什么大动作了。
就静静地等着这没有涟漪的一个月吧。

至于YTL竞标bplant的土地，之前的文告中已经注明，不是为了太阳能发电，而是为了数据中心的预备。所以，YTL会朝向数据中心的方向前进。当然，YTL的数据中心，是以太阳能发电的绿色数据中心，所以所需要的土地也不少。

拟建区域最大太阳能发电厂 大马推国家能源转型路径图

此外，拉菲兹指出，政府与森那美产业（SIMEPROP，5288，主板产业股）合作，在后者的City of Elmina与Bandar Bukit Raja两项大型发展项目中的450间房屋，建造发电产能总共为450兆瓦的屋顶太阳能大殿系统。

除了森那美产业，国家能源（TENAGA，5347，主板公用事业股）和马拉卡（MALAKOF，5264 ，主板公用事业股）也加入首阶段NETR。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%8B%9F%E5%BB%BA%E5%8C%BA%E5%9F%9F%E6%9C%80%E5%A4%A7%E5%A4%AA%E9%98%B3%E8%83%BD%E5%8F%91%E7%94%B5%E5%8E%82-%E5%A4%A7%E9%A9%AC%E6%8E%A8%E5%9B%BD%E5%AE%B6%E8%83%BD%E6%BA%90%E8%BD%AC%E5%9E%8B%E8%B7%AF%E5%BE%84%E5%9B%BE

目前的阶段，暂时没有看到YTL或YTLP的影子。
不过，YTLP所扮演的角色，不在马来西亚，而是在新加坡，透过PowerSeraya来售卖来自马来西亚的再生能源。这也是市场看好YTLP的主要原因。

So, big possibility the latest 1GW will also partnership with PowerSeraya.
Hope that Sarawak will partnership with PowerSeraya too.

@ChloeTai Unfortunately, YTLPOWER got ZERO share. The market didnt aspect YTLP to take part on this. No worry.

The role of YTLP is act as logistic partner to sold those RE import from Peninsular. For example, with the partnership with TNB, PowerSeraya is selling 100MW RE for months. This is a 2 years term contract.

Singapore planned to import a total of 4 GW RE electric.
1GW adopt by Indonesia
1GW adopt by Sarawak
1GW by Australia
and the last GW from Peninsular.

Coming Aug or Sept, government will reveal the details of RE to export.

will be championed by Khazanah Nasional Bhd and carried out through a joint venture between UEM and ITRAMAS.
At 1 gigawatt (GW), this hybrid solar photovoltaic (PV) power plant is the largest of its kind in Southeast Asia.
https://www.nst.com.my/business/2023/07/935497/rafizi-10-wide-ranging-catalytic-initiatives-will-open-rm185-trillion

According to Rafizi, Prime Minister Datuk Seri Anwar Ibrahim is scheduled to launch the "Madani Economy: Empowering the People" framework at the Securities Commission Malaysia headquarters at 9am tomorrow (July 27) while the Economy Ministry will launch the National Energy Transition Roadmap (NETR) Phase 1 in the afternoon.

"We have already obtained an investment of RM25 billion consisting of 10 national level pilot projects
https://www.nst.com.my/news/nation/2023/07/935302/rafizi-madani-economy-framework-national-energy-transition-roadmap-propel

水静鹅飞，波动前的宁静吗？

Still 2 days to go, the price already surge...

Hope that high daily trading volume can eat up all the EPF stake earlier...

@bullrun2025 Link应该没问题。若还是不行，或者可以试一试Google一下：再生能源 星洲日报。
https://www.sinchew.com.my/20230721/%E5%86%8D%E7%94%9F%E8%83%BD%E6%BA%90%E5%95%86%E6%9C%BA%E5%BA%9E%E5%A4%A7-2/

@bullrun2025 i adopt the forecast done by HLB, which is Rm 2.05.

So, now you know the impact from the hike start from 1 April to Wessex, which is around 8.3%.

How much will your water bills go up by in April
https://metro.co.uk/2023/04/01/how-much-water-bills-go-up-in-april-2023-and-how-to-beat-the-rise-2-18535767/

Ramalan: Selepas 3 suku, EPS YTLP teleh mencatat 2.14+2.45+6.41=11 sen.
Jika suku keempat pencapaian adalah seperti beriku:

2.5 sen jadikan kesemua 13.5 sen. Saya teka inilah harga saham diberi kepada YTLP sekarang.

4 sen jadikan kesemua 15 sen. Saya teka ini ramalan dari RHB

6 sen jidikan kesemua 17 sen. Saya teka ini ramalan dari CIMB

9 sen jadikan kesemua 20 sen. Saya teka ini ramalan dari HLB.

Saya setuju dengan ramalan dari HLB……kerana mereka telah mengamal tepat pada suku laporan dahulu. Kemunkinan besar meraka akan mengamal tepat sekali lagi.

Rupa-rupanya ada meraka yang berbahasa kongsikan pandangan mereka di sini. Saya menganggap Laporan suku tahun yang akan datang akan lebih hebat daripada yang dulu. Kerana sebab-sebab berikut:
1. Bidang elektrik. Sumbangan dari Singapore akan lebih hebat. Artikal-artikal yang saya paparkan teleh menunjukkan kegunaan elektrik semakin meningkat mulai Jan hingga Jun walau kegunaan elektrik adalah seperti biasa je. Tambahan pula sumbangan dari Jordan telah dirasmikan mulai 31 May 2023. Tambahan lagi, penukaran mata wang asing tak kira SGD, POUND, USD kian hari kian melemah.

2, Bidang pembekalan air. Mulai 1 april 2023, tarif air di England teleh meningkat sebanyak 7.5%.

3. Bidang pelaburan. Sumbangan atau kerugian tak begitu ketara buat sementara waktu ini.

4. Bidang Komunikasi. YES teleh mencatat kerugian 100m pada laporan suku tahun yang dahulu. Kerugian YES teleh menjadi kebiasaan bagi YTLP.

Kesimpulan, EPS bagi laporan suku yang akan datang, berkemungkinan besar akan lebih hebat daripada 6.41 sen.

My OEM Plan Is Expiring: Should I Switch Back To SP Group?
https://dollarsandsense.sg/oem-plan-expiring-switch-back-sp-group/

@bullrun2025
40% of my stake bought @ RM 1.50
20% @ average down
40% @ Rm 1.32

“Latest electric bill is $170ish, which is insane… abnormal increase in energy consumption?” — Singaporeans report drastic spike in electric bill
https://theindependent.sg/latest-electric-bill-is-170ish-which-is-insane-abnormal-increase-in-energy-consumption-singaporeans-report-drastic-spike-in-electric-bill/

Seems like the refrigerator and air-corn will consume more electric when the weather is hotter even the usage is like before.

Welcome and all the best.

When next QR is announced, hopefully i can get what i wish for.
So, i wont do anything before the coming QR.
And i tried to stay not too close to stock market.

@bullrun2025 i invest YTLP mainly for its dividend payout. So, my strategy is waiting for the next QR to come out.
YTLP will remain lower share price mainly because of EPF still clearing his stake.

If EPF is keep selling 6m shares per trading day, means that EPF still got 200m shares ready to dispose. It still / just half way to go.

数码银行年尾面市　丰隆:与传统银行共荣共存
https://www.orientaldaily.com.my/news/business/2023/07/14/580075

@bullrun2025
1. Rm 1.10 is my preset target.
2. YTLP is a bit cheaper than before.

全部YTL卖1.10，转回去YTLP 1.27.

（吉隆坡11日讯）经济部长拉菲兹指出，能源转型路线图将涵盖价值250亿令吉国家项目，由私人界参与开发的首批10个国家旗舰能源转型项目将在7月27日揭晓。

“不过，取消再生能源出口禁令的细节（包括确切取消的日期）有待公布，预期需等到8月或月。

https://www.sinchew.com.my/20230712/%E8%83%BD%E6%BA%90%E8%BD%AC%E5%9E%8B10%E9%A1%B9%E7%9B%AE%E6%9C%88%E5%BA%95%E6%8F%AD%E7%9B%85-%E5%85%AC%E7%94%A8%E4%BA%8B%E4%B8%9A%E5%95%86%E6%9C%BA%E6%97%A0%E7%A9%B7/

FY2024&FY2025
YTL 9.5 sens (assured by CEO of YTL)
YTLP 15 sens (based on local research report, for reference only, still unconfirmed)

Better margins for RE players from lifting of export ban
https://www.nst.com.my/business/2023/07/929689/better-margins-re-players-lifting-export-ban

希望我国能快马加鞭，增加绿色能源的生产。
新加坡需要大量的绿色能源。
而印尼也在虎视眈眈这块蛋糕。

Work on Indonesia-Singapore floating solar farm in Batam to start next year
https://www.straitstimes.com/asia/se-asia/work-on-indonesia-singapore-floating-solar-farm-in-batam-to-start-next-year

Earnings of utility firms likely to be sustained
This could potentially ensure higher dividend payout for YTL Power (given the stronger profits and cash flow) to 15 sen a share (yielding 11.9%) in financial year 2024 to 2025 versus the house’s conservative assumption of only eight sen a share.
https://www.thestar.com.my/business/business-news/2023/07/11/earnings-of-utility-firms-likely-to-be-sustained

FY2024&25
YTL 9.5 sens
YTLP 15 sens

马币，haiz，扶不起的阿斗。出国越来越贵了。
3.46
4.67
5.98
。。。。。。

约旦的阿塔拉特(Attarat)发电厂项目，使约旦背负巨债。

然而，在正式开放几周后，这个项目却引发了激烈的争议。这座发电厂坐落于约旦首都南边由黑色易碎的岩石构成的贫瘠荒漠中，围绕该发电厂的交易让约旦背负了数十亿美元的债务（发电厂价值21亿美元）——所有这些都是为了一座其能源不再被需要的发电厂，因为自该项目酝酿成形以来，约旦已经达成了另外的协议。

约旦阿塔拉特(Attarat)油页岩发电厂1号机组和2号机组分别于去年10月和今年5月投入商业运行。

大约15年前，阿塔拉特油页岩发电厂最初被构想为实现国家能源自主雄心的一种方式，但现在因其高昂的价格而在约旦引起了愤怒。如果最初的协议得以维持，约旦将不得不在30年内向中国支付惊人的84亿美元来购买该电厂发的电。

截至6月，总部位于巴黎的国际商会(International Chamber of Commerce)的仲裁院举行了听证。

自从去年秋天两台发电机组中的第一台投入使用以来，约旦政府只支付了一半的月费。
自从去年秋天两台发电机组中的第一台投入使用以来，约旦政府只支付了一半的月费。
自从去年秋天两台发电机组中的第一台投入使用以来，约旦政府只支付了一半的月费。

https://www.voachinese.com/a/new-power-plant-leaves-jordan-in-debt-to-china-20230706/7170283.html

这个网站，是亲美国的网站。看的时候，需要稍微过滤。

网上借钱太便利 导致印尼人负债累累
https://www.zaobao.com.sg/news/sea/story20230709-1412276

看来，数码银行，可以是一把锋利的双刃剑。
这会不会是新一代的殖民主义的工具呢？

一些的领域，确实面对高折旧的挑战。
不过，高折旧的挑战，一向来都是存在的。
所有踏入电讯业的业者，无一例外，都要面对高折旧的挑战。

虽连年亏损·潜力仍巨大 杨忠礼电力无意售YES

基金经理更直言，杨忠礼通讯表现不佳，若将其脱售，相信公司的股价将会一飞冲天。

杨肃宏表示，实际上YES已取得除息税折旧与摊销前盈利（EBITDA），不过，碍于高折旧，严重拖累整体表现。

但他披露，并未打算将其脱售，因为相信电信业务，将可成为公司开拓数字领域的平台。

在去年5月，随着新加坡冬海集团（SEA）携手杨忠礼数字资本私人有限公司，获得国家银行颁发的数字银行执照，预计能透过电信业务达到协同效应。

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E8%99%BD%E8%BF%9E%E5%B9%B4%E4%BA%8F%E6%8D%9F%C2%B7%E6%BD%9C%E5%8A%9B%E4%BB%8D%E5%B7%A8%E5%A4%A7-%E6%9D%A8%E5%BF%A0%E7%A4%BC%E7%94%B5%E5%8A%9B%E6%97%A0%E6%84%8F%E5%94%AEyes

Pestech fingers YTL’s construction unit for negative cashflow woes
https://www.freemalaysiatoday.com/category/highlight/2023/07/04/pestech-fingers-ytls-construction-unit-for-negative-cashflow-woes/