YTL POWER INTERNATIONAL BHD
KLSE (MYR): YTLPOWR (6742)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
4.89
Today's Change
+0.07 (1.45%)
Day's Change
4.78 - 4.92
Trading Volume
4,123,200
Changes
| Ann. Date | Date | Type | Name | Title | View |
|---|
Discussions
40 people like this. Showing 50 of 27,924 comments
Many good AI related stocks got oversold the past few days following Nvidia correction. Those who cabut and panic sold will be regretting later this year when Nvidia becomes a 4 trillion company.
5 days ago
Selling yesterday on YTL Power was done by some local institutional funds while foreign funds and local retailers became net buyers.
Guess it is normal for certain funds and retailers to just jump in and out as the share price has rallied a lot in past few months but valuation is still very cheap at 11x PER. So some cautious and early investors may choose to lock in some profits but are not completely out of this stock as they still see upsides in coming months.
5 days ago
Checks on the ground indicate that the electricity retail margin continues to be strong in Singapore as USEP is back to levels well above the vesting contract price of S$210/MWh. It is likely for USEP and retail margin to stay elevated for next 2 years as supply has been tight from unit downtime for maintenance and old generating plants trip off more often and gradually get retired.
The electricity demand will get even stronger as Singapore government announced recently to increase data centre capacity by 300MW or around 30% in the near term. That will put great pressure on the reserve margin which is already close to the minimum margin of 27%.
Based on Singapore EMA's projection, there will be more than 1,000MW of old generating capacities to be retired over the next 5 years, that is almost 20% of Singapore's existing effective capacity.
YTL PowerSeraya's LinkedIn page shows that PowerSeraya has fully decommissioned some of their old steam plants and this will make way for the new 600MW hydrogen-ready CCGT to come in by end 2027.
4 days ago
as sg is thirsty for cleaner and renewable energy, the company is expected to benefit from sg power market
4 days ago
as good as the prospect goes, someone is willing to throw at the first sign of disturbance, And foreign fund are in and out , and jumping in between sector. Malaysia market still can't attract the fund to stay and steady... US election date is coming closer, historically US market correction always happen during transition and looks like trump would win again, I wonder should i hold beyond august report
4 days ago
Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo
RANHILL will be the KING
4 days ago
The Secret Cost of Google’s Data Centers: Billions of Gallons of Water to Cool Servers
https://time.com/5814276/google-data-centers-water/
A few weeks earlier in nearby Mesa, Google proposed a plan for a giant data center among the cacti and tumbleweeds. The town is a founding member of the Arizona Municipal Water Users Association, but water conservation took a back seat in the deal it struck with the largest U.S. internet company. Google is guaranteed 1 million gallons a day to cool the data center, and up to 4 million gallons a day if it hits project milestones. If that was a pyramid of water jugs, it would tower thousands of feet into Arizona’s cloudless sky.
Alphabet’s Google is building more data centers across the U.S. to power online searches, web advertising and cloud services. The company has boasted for years that these huge computer-filled warehouses are energy efficient and environmentally friendly. But there’s a cost that the company tries to keep secret. These facilities use billions of gallons of water, sometimes in dry areas that are struggling to conserve this limited public resource.
“Data centers are expanding, they’re going everywhere. They need to be built in a way that ensures they are not taking critical resources away from water-scarce communities,” said Gary Cook, global climate campaigns director at Stand.earth, an environmental advocacy group.
Google considers its water use a proprietary trade secret and bars even public officials from disclosing the company’s consumption. But information has leaked out, sometimes through legal battles with local utilities and conservation groups. In 2019 alone, Google requested, or was granted, more than 2.3 billion gallons of water for data centers in three different states, according to public records posted online and legal filings.
4 days ago
Microsoft's water consumption jumps 34 percent amid AI boom
Thirsty work for OpenAI's data center provider
https://www.datacenterdynamics.com/en/news/microsofts-water-consumption-jumps-34-percent-amid-ai-boom/#:~:text=Microsoft%20said%20that%20the%20company,for%20its%20cloud%20data%20centers
Microsoft said that the company consumed 6.4 million cubic meters of water in 2022, primarily for its cloud data centers.
That represents a 34 percent jump over the year before, with generative AI workloads believed to be at least partially to blame.
In its report, Google said that its data centers consumed 19.5 million cubic meters of water last year, up 20 percent.
4 days ago
i was wondering earlier why we humans have one thing very distinct from apes physiology despite evolving very recently from the same ancestors.....relative to apes our body hair had diminished with humans ability to cushion themself with skins of animals as clothing but the amount hair on the head and length it grows is exceptionally different! but why?
Its because we need so much capacity to cool down the brain (through sweat and evaporation using the large surface area from hair) and to protect from direct sunlight (overheating)
The same applies to the Data Center...the more the brain capacity, the greater the heat generated and cooling need.
The world is heading towards making a lot of Digital Brain in Johor basically....
4 days ago
the usep energy facebook page has more recent updates up to mid May24 I believe..... which @Areo1 numbers tally
3 days ago
Sarawak is the best for data center.
Cheap electricity.
Cheap land
Cheap water
3 days ago
Posted by Aero1 > 2 hours ago | Report Abuse
USEP hit the max SGD4,500/MWh for a period in the morning as shown by the chart below. This shows the electricity supply is very tight in Singapore, and whenever there is a spike in demand or there is a generating unit tripped off or in downtime, USEP spikes up. Such occurrence will be more often going forward as demand is getting higher due to more industrial/commercial activities and new data centres and EV charging.
https://www.nems.emcsg.com/nems-prices
The USEP data here tally with EMA
3 days ago
I already sapu tons of Ytlpower@4.7-4.8 last few days.. to be rewarded very soon
2 days ago
Where is that pencritic Coconut Felix? Price up go hibernate 😂😂😂
Told that dumdum, YTLP is solid since 3.87.
2 days ago
nice to see mth end dividends in the acct :-) gotta go celebrate a little ...cheers and happy weekend ppl
2 days ago
A company director, Dato' Seri Yeoh Seok Hong, bought 135,000 shares on June 25, 2024.
In the last annual report on September 21, 2023, the top 30 shareholders held 80% of the company's shares. With the recent purchase by Yeoh's family, the number of shares available for trading on the market keeps decreasing.
2 days ago
AVG USEP for MAY 2024 is only 240 , MAY 2023 was 492. I think very hard to match back Q2 2023 result, when there is no growth, market start to dump.. Moreover AVG USEP from 1st of jun until 13 jun only 157?? habis liao macam ini. Another gap down selling down on coming AUG QR 2024. Profit might about 600M which drop 40% from Q2 2023.
15 hours ago
@sg999, we cannot conclude that PowerSeraya's earnings will plunge in this Q4 FY2024 just looking at the USEP. No doubt USEP was exceptionally high in April-June 2023 which gave good long generation profits to PowerSeraya and all gencos last year. The high USEP was caused by higher crude oil prices / LNG prices as well as more spikes in USEP before TPC was implemented.
As I said before, the bulk of the earnings of PowerSeraya is locked in retails contracts that typically last for 6 months to 2-3 years, with pool margin contributing less than 5% profit in normal times. Last Q4 FY2023 was a bit abnormal in the sense that all gencos made exceptional gains from selling extra generation into the pool when USEP spiked up to SGD1,000/MWh or above. I remember Sembcorp CEO mentioned that SEmbcorb could have made extra pool margin of about SGD60 million in a quarter had TPC not been implemented. I estimated that PowerSeraya also made about SGD60 million of extra pool margin in Q4 FY2023 which caused YTL Power to make a record quarterly net profit of over RM1.0 billion.
Now things are looking good again after a weak Q3 in Jan-Mar 2024. We are seeing better USEP and retails margin in April and May 2024, and I expect the momentum to continue into June 2024.
I am looking forward to a better financial performance from PowerSeraya in this Q4 FY24, compared to Q3 FY24. It should be slightly lower than last year Q4 FY23 which booked in extraordinary pool margin, but the profits will still be very good.
In this coming Q4 FY2024, YTL Power's net profit may not be as high as last Q4's RM1.0 billion, but I am confident it will be higher than Q3 FY2024's RM698m.
3 hours ago
Furthermore, with cooling inflation in the UK and with the 13% water tariff hike since 1st April 2024 secured by Wessex Waters, there is a strong likelihood that Wessex will turn around in the coming Q4 FY2024. I expect net profit contribution to be around RM50-100 million from Wessex to YTL Power in Q4.
And there will be maiden earnings contribution from the first phase of 8MW data centre for SEA Ltd in this Q4 FY2024, though I do not expect it to be much, a RM5-10m net profit contribution would be good enough.
3 hours ago
Dear dragon328,
I like to hear your comments or analysis on Ranhill.
I believe all data centers need a lot of water to cool down.
The selling price of water to data centers is at 3.55 per M3.
Will Ranhill make a lot of money from this water sale ?
Thank you.
2 hours ago
One trillion (RM) of investment on data centers is coming to be set up in Malaysia from 2024 to 2028.
Major investors to set up these data centers are Amazon, Apple, Goggle, Microsoft and Nvidia from the USA.
There are 280 MW of data centers in 2024, this figure will increase to 3,221 MW in 2028, an increase of 11.5 times.
Based on DC Bytes projections, CGS (broker) said the data centre capacity in Malaysia is expected to deliver a 32% to 56% compound annual growth rate (CAGR) in 2023-2028, far outstripping the 8% CAGR forecast for Singapore.
The current electricity (power) usage in 2023 is > 20.0 GW, additional new capacity of power to be added by 2030 is 10.5 GW. It means extra 50% of electricity usage by 2030 due to the increased capacity of these data centers and population growth.
The high usage of electricity will benefit YTLPower (in Singapore) and Tenaga in Malaysia.
The GDP growth of Malaysia in 2023 is around 3.7%, it is projected to grow to around 4.5% in 2024.
The total GDP of Malaysia is around 2 trillion (RM), 1 trillion investment from data centers in the next 5 years means 200 billion (RM) is added to the GDP of Malaysia each year from 2024 until 2028.
If the above statement is true, the GDP growth will be increased to 8% to 10% each year from 2025 to 2028. (I assume the investment (money) will come in a big way from 2025 onward).
Looking back into history, the last GDP growth of 8% to 10% in Malaysia happened in the early 90's.
In 1993, there was a super bull market in our lifetime due to a high GDP of Malaysia around 10%.
If I am not mistaken in 1993 bull run, FBMKLCI index almost double in 1993 bull run. FBMKLCI index started to move up north from around 500 points to around 1300 points in 1993.
Likewise, I expect a bull market to start from 2024 to 2028.
The present FBMKLCI is around 1477 in 2024, I hope the FBMKLCI index can double to 3,000 points in 2028.
I hope the second super bull run starts from 2024 onward and last until 2028.
My 2 cents comments.
Good luck.
Thank you.
2 hours ago
@Mr. OTB, I have not really studied Ranhill in details, as the MTO is still going on, I will not post any analysis on Ranhill so as not to affect the MTO process in any way.
Looking from the surface, I think there is much synergy to be derived from Ranhill after the take over by YTL Power as the latter has much expertise in managing water assets after controlling Wessex Waters for over 20 years. Wessex Waters became the No. 1 most efficient water companies in the UK as rated by Ofwat in the few years after the take over by YTL Power in 2002. A 5% cost saving from the synergy after YTLP take over would result in Ranhill's profits to double up.
1 hour ago
The StarONLINE:Monday 1st July 2024
By:Koon Yew Yin
Curse for telling lies / shamless Liars KNOCKED down by a car / vehilce
Two i3 forumers Felix1510 aka LimPek1510 and ks55 aka GmChen die, 19 survive in Genting Highlands bus accident.
PETALING JAYA: A tour bus carrying 21 people overturned while descending from Genting Highlands on Saturday morning, resulting in the deaths of two i3 investment forumers ..the person by the name of Felix888999 aka LimPek1510 and ks55 aka GmChenKFatt on board.
The Bentong Fire and Rescue Department confirmed the 11am Sunday (June 30) accident and is currently conducting rescue operations.
Pahang Fire and Rescue Department director Datuk Dr Mikecyc aka Johnchew5 said both male victims suffered head injuries.
"Their bodies were sent to Bentong Hospital, Pahang,” he said when contacted.
p/s Fellow forumers in i3 can make pak kham donations to Felix and ks55 families who are active in YTLP , TopG , Cresendo , Insas and Jaks forum.
Bangla cafe workers will start the ball rolling by donating rm 10 ..as part payment for having sax with Felix1510 aka LimPek1510 mother.
22 minutes ago
@Apple888, the telco 5G business of YTL Power is no doubt disappointing so far, as much as I wished for Yes to break even as early as in Q3 FY2024, it disappointed us with a bigger loss.
For the upcoming Q4 FY2024, I would expect smaller loss compared to Q3 as they would have signed up more 5G subscribers from expansion into smaller cities like Ipoh and Alor Setar. But I hope I am wrong and Yes would turn around in this Q4.
10 minutes ago
Post a Comment
Featured Posts
New Update. Discover investment communities that resonate with your ideas
MQ Trading Signals
Time
Signal
Duration
Type
2024-07-01 10:10:00
TURTLE SYSTEM 20
10 Mins
SELL
2024-07-01 10:10:00
TURTLE SYSTEM 55
10 Mins
SELL
2024-07-01 09:30:00
TURTLE SYSTEM 20
30 Mins
BUY
2024-07-01 09:30:00
ADX
10 Mins
BUY
2024-07-01 09:30:00
TURTLE SYSTEM 20
10 Mins
BUY
Apps
Top Articles
1
Rocketlauncher
2
Flowinvestment
3
4
Grand Mustah Trading Journey
APPASIA (0119) The Dual Beneficiary from E-Invoicing Malaysia & Byte Dance (Tik Tok)
5
BFM Podcast
6
Good Articles to Share
Ex-Obama aide warns Biden is ‘struggling’ with younger voters #shorts
7
Good Articles to Share
8
Good Articles to Share
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
fx115w
DC for SEA has been completed & energised since last month, rental should be pouring in very soon. AI DC for Nvidia is under construction & as well as for M* is on-going. Last chance to grab cheap tickets.
5 days ago