Posted by Johnchew5 > 2 months ago |

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Posted by Jonathan168138 > 2 months ago |

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Posted by chon99 > 2 months ago | Report Abuse

https://theedgemalaysia.com/node/698982
Old news but the report has given us an insight to the bright future of Power Seraya which was acquired by YTL Power from Temasek, a state unit of Singapore

Posted by Jonathan168138 > 2 months ago | Report Abuse

After spending 2.8 Billion ringgit to build 600 MW hydrogen ready plant. YTL Seraya total capacity 3100 MW. So need total 14.4 billion to convert into zero emission power plant, is my calculation correct?


Posted by chon99 > 1 minute ago | Report Abuse

https://theedgemalaysia.com/node/698982
Old news but the report has given us an insight to the bright future of Power Seraya which was acquired by YTL Power from Temasek, a state unit of Singapore

Posted by Johnchew5 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by Jonathan168138 > 2 months ago | Report Abuse

Hi Mike this Steam Turbine Power Plant still a oil fired power plant. Still not zero emissions right? Have to pay Singapore government a lot of Carbon Tax betul?


> Steam Turbine Power Plant thermal project with a capacity of 1,448MW by 2027 ..

Posted by Johnchew5 > 2 months ago |

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Posted by Jonathan168138 > 2 months ago | Report Abuse

The AI data centers are hungry for power especially green energy. Malaysia could be shortage of electricity power soon, especially the renewable energy!!!

Mike any good renewable energy stock beside Jaks ah?

Posted by michealjohn009 > 2 months ago | Report Abuse

YTL Power’s dividend strategy reflects the nature of capex-intensive industries like utilities. As mentioned, while the dividend yield might seem low, the company’s focus on reinvesting earnings into growth has driven significant share price appreciation, which benefits long-term investors. For novice investors, understanding this balance is crucial: you may not get high immediate returns through dividends, but a strategic hold can result in capital gains.

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Posted by Johnchew5 > 2 months ago | Report Abuse

Hi Jonathan, yes still a oil fired power plant.

Because the turbine generates rotary motion, it can be coupled to a generator to harness its motion into electricity. Such turbogenerators are the core of thermal power stations which can be fueled by fossil fuels, nuclear fuels, geothermal, or solar energy. About 42% of all electricity generation in the United States in the year 2022 was by use of steam turbines.

—

Posted by Jonathan168138 > 7 minutes ago | Report Abuse

Hi Mike this Steam Turbine Power Plant still a oil fired power plant. Still not zero emissions right? Have to pay Singapore government a lot of Carbon Tax betul?


> Steam Turbine Power Plant thermal project with a capacity of 1,448MW by 2027 ..

Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

The question can jaks make NP of 55 million when at every q4 big impairment lossess on trade and other receivable?

At ROE of 0.84 and EPS of 0.53 sen and with another bad 2024 financial result, it is inevitable jaks price will drop to 5 to 8 sens range

Jaks yearly Profit :
2021 : RM 51.9 million
2022 : RM 53.5 million
2023 : RM 15.5 million
2024 ( 1st Quarter) : RM 12.4 million

Jaks :
ROE 0.84
P/E 35.65
EPS 0.53
NTA 0.6300

Posted by Johnchew5 > 2 months ago | Report Abuse

Combined cycle plants are usually powered by natural gas, although fuel oil, synthesis gas or other fuels can be used. The supplementary fuel may be natural gas, fuel oil, or coal. Biofuels can also be used.

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Posted by Jonathan168138 > 2 months ago | Report Abuse

Natural gas still a fossil fuel, it is not a zero emissions energy. Still have to pay Singapore government a huge amount of Carbon tax in the future.

I don't see the what is YTLP's futute plan except that 600MW hydrogen ready power plant a whopping 2.8 billion Capex for just 600MW!

Posted by Sslee > 2 months ago | Report Abuse

By the way jaks JHDP coal fired power plant most likely has no future and that is why banker change the loan into 10 year term loan.

Hence only come back in 2030 to have a second look at jaks.
Meanwhile it is inevitable jaks price will drop to 5 to 8 sens range

Posted by Jonathan168138 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Whatever carbon tax imposed will finally to be bear by consumers.
As business will still go on.

Posted by Jonathan168138 > 2 months ago |

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Posted by Jonathan168138 > 2 months ago | Report Abuse

Mr. Lee the Singapore government's roadmap is import renewable energy from neighbouring countries like Indonesia,Cambodia,Malaysia and Australia. The end consumers will find the renewable energy cheaper than fossil fuel energy in the future after the Carbon Tax.


Posted by Sslee > 27 seconds ago | Report Abuse

Whatever carbon tax imposed will finally to be bear by consumers.
As business will still go on.

Posted by Jonathan168138 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by Jonathan168138 > 2 months ago |

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Posted by Jonathan168138 > 2 months ago |

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Posted by Johnchew5 > 2 months ago | Report Abuse

> PowerSeraya 2 Power Plant are anticipated going to be phase out due to the Service life :


> Steam Turbine Power Plant thermal project with a capacity of 1,448MW by 2027 ..


Pulau Seraya Combined Cycle Power Plant is a 1,472MW by by 2026 to 2031 .

>> Total Capacity = 2,920 MW

There is a New Power Plant announced on : 2 Feb 2024 — The construction of a 600MW hydrogen-ready CCGT is estimated to cost $800 million and is targeted to be completed by 31st December 2027.

Posted by Jonathan168138 > 2 months ago |

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Posted by Jonathan168138 > 2 months ago |

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Posted by Jonathan168138 > 2 months ago | Report Abuse

Hahahahaha don't talk so much 🤣 😂 😅
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Posted by Sslee > 2 months ago | Report Abuse

Singapore will still depend on local power generation for security reason and the cleaner fuel for power generation is natural gas or hygrogen produce from green energy.

Unlike jaks JHDP most dirty coal power plant, a policy change will phase out the plant moreover BOT mean at the end of BOT plant need to tranfer back to Vietnam government in working condition or need money to dismantle and return back the land to its original condition.

While YTLpower own the power plant and the land and thus is allowed to renew/rebuild any power plant sit on it if plant become obsolete or no more economically to operate or available of new technology.

Posted by Johnchew5 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by ks55 > 2 months ago | Report Abuse

Both Crescendo and YTLP will have opening trade at 4.13

Which one will perform better by 30 Sept in terms of :
1. Share price
2. EPS
3. Dividend per share

Posted by Johnchew5 > 2 months ago |

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Posted by star899 > 2 months ago | Report Abuse

Favourable factors:
1) Dow Jones + 462 points
2) Nasdaq + 258 points
( Friday 23-08-2024 closing)
3) Imminent US rate cut in September 2024
4) Stable government with capable leadership of our Prime Minister Datuk Seri Anwar Ibrahim
5) Expectation of influx of funds looking for solid heavy counters and YTL Power could be one of them and most importantly due to our stable government and Malaysia becomes a safe haven for local and foreign investors.
6) YTL Power's spectacular quarter results at 30-06-2024

Unfavorable factors:
1) Escalation of Middle East war
2) Rise of oil price due to Middle East war.

The rest is up to the Bursa Market forces to react .

Posted by Sslee > 2 months ago | Report Abuse

Is Mike/John is trying to warn Jaks investor by 2040 JHDP will need to stop operation or big CAPEX for transitioning to biomass or ammonia?
After 2030 pay off borrowing (then 10 years big capex for major MTA)then only have 10 more years to recoup the investment

1.) After 2030, Vietnam would not develop any new coal-fired power plants, and active plants that are 20 years or older will begin transitioning to biomass or ammonia. Plants over 40 years old that cannot achieve this fuel switch will be retired

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Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo Mike/Jonh- tikus very good at play acting "kaki kong kaki song" then flagged people and act innocent.

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