RANHILL (5272) - RANHILL UTILITIES BERHAD IPO Prospectus

分析员相信，随着微软（Microsoft）在柔佛启动其数据中心项目，并承诺在大马投资总值22亿美元（约103亿令吉）发展云计算和人工智能服务，其后还会有更多业务。
同样的，谷歌承诺投资20亿美元发展其在大马首个数据中心和云区域。马电讯（TM,4863,主板电讯媒体组）与新加坡新电信联手在柔佛建立数据中心园区，首阶段料在2026年开始营运。
另一厢，国家能源（TENAGA,5347,主板公用事业组）新数据中心和半导体代工厂的大规模投资将提振私人建筑市场的活力与十家数据中心开发商签署了电力供应协议（ESA），总电力需求为2000兆瓦（MW），其中两家总电力需求为535兆瓦的数据中心已于2024财政年首季完工。长期来看，国能预计到2035年，新数据中心的总电力需求将达到5000兆瓦。
https://www.sinchew.com.my/?p=5709560

4 days ago

（新山30日讯）柔州近年吸引多家跨国大型企业入驻，设立大型数据中心，一举跃升成为全马最大数据中心，至今已有9座数据中心项目正在运作，总投资额近700亿令吉。
柔州得益于新加坡放缓数据中心产业发展，夹带地理位置优势、基础建设完善及鲜少发生天灾等优势，带动柔州南部成为本区域设立数据中心据点的理想选择。
根据柔州政府提供的数据，截至目前，柔佛州已有9座数据中心项目正在运作，正在兴建中的就有6座，超过30座数据中心项目正在洽谈与审批中，足见本区域数据中心产业的发展潜力。
Playvolume00:00/02:47TruvidfullScreen

单是上述9座已运作的数据中心，总投资额近700亿令吉，包括最早进驻柔佛州的中资企业万国数据。
柔州投资、商贸、消费事务及人力资源行政议员李廷汉接受《东方日报》访问时透露，柔佛州是从2020年开始，成为除新加坡以外，另一个设立数据中心的理想地点，当时另一竞争对手为印尼的巴淡岛。
“新加坡政府在2019年开始放缓数据中心产业在该国的成长，使得国际数据中心公司急需在新加坡附近寻找一个适合作为数据中心据点的地点。”
他说，柔州得益于优越地理位置及鲜有自然天灾，加上基础建设完善，自首座数据中心项目顺利启用后，柔佛州就成为国际数据中心产业瞩目的焦点，近几年吸引不少数据中心公司有意在柔佛州设立数据中心。
“柔佛州数据中心的主要据点分布于古来及依斯干达公主城，除了来自中国的万国数据及秦淮数据，也包括马电信（TM）及杨忠礼绿色数据中心等。”
李廷汉表示，目前一些国际知名品牌如微软等因保密协议，因此不便透露太多详情。
“目前确实能用雨后春笋来形容目前柔州的数据中心产业发展趋势。”
资料显示，柔州已是全马最大数据中心，也是亚太地区第九大数据中心，所吸引的跨国企业包括美国科技巨头英伟达（Nvidia）、AirTrunk、万国资料（GDS）、杨忠礼电力，以及普林斯顿数位集团等。
李廷汉解释，英伟达并非数据中心，而是作为与数据中心公司合作的供应商，毕竟该公司生产的晶片能有更高的运行效能及更省电。
“作为人工智能等新兴科技的基础，数据中心产业有很大的发展空间，州政府有意以此作为突破口，打造及完善数据中心产业生态。”
https://www.orientaldaily.com.my/news/nation/2024/06/30/662161?fbclid=IwZXh0bgNhZW0CMTAAAR16BEeYdmf2HWnqKKutb3MNfGgbtTape31r2VLyYtigxzierlDfzlP70nU_aem_RaENgjDA3ZuuiOwaZSHlhA

3 days ago

70 billion buat data center, kalau belanja 1 billion buat university bagi rakyat malaysia belajar , dah 70 university boleh bina , kalau 1 university dapat 1 ribu pelajar,70 university boleh bantu 70 ribu pelajar, 70 ribu rakyat dapat degree dan dapat gaji tinggi

3 days ago

（新加坡30日讯）柔州的数据中心产业生态日益成熟，吸引不少相关下游领域外资进驻，包括培训相关数据中心领域人才的企业。
柔州投资、商贸、消费事务及人力资源行政议员李廷汉接受《东方日报》访问时透露，目前州政府正在尽力牵线，让这些培训人才机构与本地政府大专学府对接，除了让本地年轻人及大学能对数据中心产业更了解，也能借此与这些大专学府合作推出培训课程，以培训相关人才。
他以今年3月正式进驻依斯干达公主城双威城营运的日资企业日本电气智能营运中心（NEC ICON ）为例，这间专门以网路托管服务和网路安全防御服务的公司，将能为当地的数据中心培训相关人才。
“据我所了解，在几年前，当数据中心产业才刚刚进驻柔州时，确实面对人才问题，不少数据中心都是将员工调往邻国新加坡接受培训，但随著产业生态日益完善，如今本区域的数据中心已有能力及经验自行培训人才。”
他透露，这些数据中心所提供的薪资也非常高，因此对于留住人才，将带来正面效应。
毫无疑问，数据中心产业是一项高度消耗电力及水资源的密集型产业，多名柔佛州议员早前在州议会辩论柔佛摄政王施政御词时，也提出柔佛一些地区面临水电供应中断及短缺的问题。
为确保柔州数据中心的发展能真正为柔州人民受惠，李廷汉透露，柔州政府早前成立柔佛州数据中心协调与发展委员会（JPPDNJ），旨在确保州内数据中心发展能够妥善规划，让本地民众也能从中受惠。
“该委员会今年6月19日召开首次会议，并在会上与城市与乡区规划局柔州分局（PLANMalaysia）制定相关指南，作为地方政府和相关单位参考，以协调和监督数据中心发展项目。委员会也议决，柔佛州的数据中心应专注于使用再生技术及节约电力和水资源。”
https://www.orientaldaily.com.my/news/nation/2024/06/30/662169

3 days ago

（新加坡30日讯）柔州朝向高科技产业发展，正致力打造数据经济，受访产业分析师指出，未来3至5年，柔州数据中心据点将迎来饱和，高端产业投资才是政府著重的。
依斯干达特区产业分析师周志达接受《东方日报》访问时分析，受惠于毗邻新加坡、中美贸易战溢出的效应、兑换率带来更便宜的土地、水供和电力，柔南的数据中心产业正在蓬勃发展。
他指出，加上政府的大力支持，推行包括数码基础设施计划、2030年新工业大蓝图（NIMP 2030）及针对人工智能数据中心的奖掖措施等政策，无疑放大了优势。
“更为重要的是，我国在中美贸易战上立场中立，并没有选边站的态度，也受到欢迎。”
周志达形容，数据中心产业只是基础，就如一条高速公路，待这条道路铺好后，后面即将到来高端产业投资，才是政府著重的。
他预测，未来3至5年，柔南的数据中心据点将迎来饱和，毕竟市场规模终有一个局限，且我国的水供和电力也必须重组，以迎合更高端产业的需求。
“未来，我们希望能看到半导体及人工智能等相关产业能来到柔南建立据点。数据中心产业在柔州的成功，显示柔州欢迎这些高端产业，或能起到抛砖引玉的效果。”
他也预测，伴随著数据中心、人工智能、半导体等产业的进驻，下一波到来柔南的将会是再生能源产业，这些再生能源所产生的电力，也是数据中心所需要的，也更节能环保。
https://www.orientaldaily.com.my/news/nation/2024/06/30/662175

3 days ago

quota untuk air di johor ada limit, ada lagi banyak syarikat yang nak buat digital center di Johor, kena pastikan dapat bekalan air ,kalau tak dapat bekalan air , offer dengan tariff yang lebih tinggi kepada syarikat yang jual air untuk counter balik syarikat lain,mesti boleh dapat dengan lebih cepat

3 days ago

https://www.orientaldaily.com.my/news/nation/2024/06/30/662161

3 days ago

JB, THE Official GLOBAL CITY OF DC

RANHILL, the only stock now has both top jewels for DC.

Ranhill is to be taken over on this July 9th, 2024 by
SIPP, 70% owned by Ytlp.
what's the exact BIG name in SIPP? S'pore IPP, i guess,,
who's really behind that 30% ownership that ytlp wanted? ana n the KING

DC biz need Power n Water to ran the forever growing global biz.
do u know that Ranhill, the best pure DC stock, has both Water n Power?

The AI DC r super hot n sexy. they will require much more water to cool down.

NB: Huge profitable biz for water co.
The enormous volume of water required to cool high-density server
farms is making water management a growing priority for data center operators.

a. The KEY#: a 15-megawatt data center can use up to 360,000 gallons of water a day, according to one estimate.

b. Quote from Johor minister: In the 1st phase, there r 9 + 6 soon n + 30 DC in application process for 2nd phase.

1st phase of 15 DC = 1280 + 1490 MW = 2,770 MW to be increasingly consumed in 2 yrs time.

c. 2nd phase will be mind blowing to RANHILL, guaranteed.

3 days ago

RiskRover

Back to upward movement in July 🤗

3 days ago

ValueInvestor888

Ranhill is Johor TNB... benefited from all data centres boom in Johor in its monopoly business.

3 days ago

Rm 5 is realistic !

2 days ago

Ranhill can achieve similar to YTLP.

2 days ago

水电供应断不得

然而，数据中心业者能否吸引足够的客户入驻，仍是关键挑战。

成功的数据中心建设周期通常为18到36个月，过程中会面临如开发许可和水电连接等瓶颈，确保稳定的水电供应是建设过程中的大挑战之一。他表示，要稳定兼持续运行数据中心，则需平稳的冷却系统和温度管理，一旦停电断水，产生的营运后果是致命伤害的。

“因此，选择适合的建设地点，确保足够的电源和水源是巨大挑战。”

https://www.enanyang.my/node/611646

2 days ago

sebelum nak buat data center di johor ,kena beli dulu electric dan air , kalau lupa beli electric dan air , memang tak dapat buat data center

2 days ago

Kim

BUY

2 days ago

Kim

Last call to above -----> RM1.50

2 days ago

probability

even steel producers stock price are rising due to anticipated DC investments...which is only one time capex...

what about that DC which needs water for cooling forever at ever increasing amount?

2 days ago

mr mkt is not happy that i help him to fly with power words... n so i retreat

1 day ago

kena faham kenapa air begitu penting, sampai ytlpower sanggup beli ranhill ,sebab air tak ada , tak boleh buat data center

1 day ago

RANHILL

1st FACT, the # 1 RULER n YTLP control RANHILL.

2nd all the 2nd to 5th OLD largest s/holders r dumping n thinking they r so much cleverer than
# 1 owner who sold at 99.5 sen.

3rd the NEW 2nd to 3rd new s/holders r yet to buy enough to begin the journey of flying high
like the trajectory of YTLP
from 130 to 222 then
222 to 424 then
424 to 544.,.

1 day ago

RiskRover

Tomorrow ---> RM1.50 📈

1 day ago

Sensitivity Test on rate of water usage by DC

1 metric from TA Securities Research is,
1 MW data centre, using a traditional cooling process can potentially use 25.5million litres of water each year
= 25,500 unit or m3 p.a.

TIS a std 3 math exam Q.
Suppose in 2 yrs time, there r 15 DC with combined power usage of
1280 + 1490 MW = 2,770 MW as 1st phase of DC in JB,
how big in hundreds of million $ p.a., can RANHILL potentially make with new profits of $2.50 per m3?

1 day ago

Double down , all in ranhill that s only i can say !

1 day ago

[2024-06-30 1:05 AM]
The ultimate driving force has been known,
the KING n I r in SIPP:

https://www.malaysiakini.com/news/269133

the next BIG thing in Ranhill,
the supplier of RE n later water to SIN!

https://www.thestar.com.my/news/nation/2023/11/18/dr-wee-congratulates-johor-royal-court-council-advisor-on-receiving-honorary-doctorate

https://www.linkedin.com/posts/maharani-gateway_congratulations-to-yb-dato-dr-daing-a-activity-7131525655762010112-g7a4

https://www.tradingview.com/x/qAICwjuk/

1 day ago

摩根大通的研究指出，数据中心大量消耗电力很常成为焦点，但高耗水问题却容易被忽视。

实际上，数据中心有三大用水方式，即用于现场伺服器冷却的水，用于发电的场外用水，以及伺服器制造供应链用水。

根据Bluefield Research数据，从2017到2022年，全球数据中心的总耗水量每年增长6%，预计到了2030年，全球用水量将升至每天4.5亿加仑，相当于681个奥运标准游泳池的水量。尤其是在水资源稀缺地区，数据中心对水的巨大需求可能引发竞争，导致水资源供应紧张甚至关闭数据中心。

作为潜在受益者之一，联熹控股（RANHILL，5272，主板公用事业股）总营运长凯鲁耶芬迪就数据中心的水资源管理，提出了关键见解。

“数据中心的冷却系统通常需要大量水源，确保可持续的水资源供应尤为重要，因此数据中心应采用高效冷却技术和循环用水系统，例如直接膨胀系统和生态冷却水系统，能大大减少水资源浪费。”

需制定水效率政策

他建议政府就政策和法规制定水效率政策，限制每千瓦时（kWh）的用水量，并推动数据中心自建水循环处理设施。除了使用地表水，还应探索使用海水和地下水作为替代水资源。

凯鲁耶芬迪提到，数据中心可以考虑使用处理过的废水作为冷却水，但这需要先解决水处理技术和设施建设的挑战。

他推荐数据中心采用先进的节水技术和管理系统，能减少消耗水资源，并利用最新的水处理和管理技术，如雨水管理系统，以显著提升水资源利用效率。

就投资与基础设施方面，凯鲁耶芬迪说，新建水处理厂和分配系统的投资可能达到数十亿令吉，这些投资需合理管理以减少影响其他用水者的财务，避免未来水费大幅上涨。

为此，他建议为数据中心制定不同的水价，以覆盖其水资源投资成本，并鼓励使用更加节水的技术和实践。

他强调，数据中心应承担更多责任，如采用水资源高效管理技术，对其用水行为及对环境的影响负责，尽可能自建水处理设施，以减轻对当地社区和生态系统的影响。

他呼吁行业和政府共同努力，通过政策引导和技术创新，实现数据中心永续发展。

https://www.enanyang.my/node/611825

1 day ago

OTB

Please read the link below.
https://pba.com.my/pdf/news/2024/23052024_PBAPP_Rates_RATIONAL.pdf
Look at the above water selling rate.
The selling price of water to Data Centers (DC) at $3.55 per m3
Cost to clean processed water = $1.00
Profit to Ranhill = 3.55 - 1.00 = $2.55 per m3.
How many hundreds of million $ can the profit be per annum ?
These Data Centers required million M3 of water to cool down the system.
Quote from Johor Exco : In the 1st phase, there are 9 + 6 soon and + 30 DC in application process for 2nd phase.
1st phase of 15 DC = 1280 MW + 1490 MW = 2,770 MW to be increasingly consumed in 2 years time.
How much of business profit for Ranhill to supply water to Data Centers ?
According to Google search, a small 1 MW data center requires around 25,500 M3 of water per year.
1st phase 2,770 MW = 2770*25500*2.55 = 180 million per year.
Assume the current existing profit of Ranhill = 62 million.
Total PAT = 242 million.
NOSI = 1297 million shares.
EPS = 0.187 per year.
Current price = 1.45.
PER = 7.75.
Target price at 15 PER = 2.81.
Target price at 20 PER = 3.74.
Good luck.
Thank you.

1 day ago

https://www.orientaldaily.com.my/news/business/2024/07/02/662856

1 day ago

troy88

Should move up in tandem with YTLP to greater heights..

1 day ago

Soon. The importance of Johor water r huge based on good projects in Johor👍

1 day ago

Mandotory take over = toilet paper , now all understand n wake up already , no more panic kneel jerk even somebody purposely press down share price because everybody know already RANHILL TP RM 5 is realisic n will hit soon !

1 day ago

GSX1111

All these need to buy water monopoly by Ranhil. Cant run away.

17 hours ago

GSX1111

All ths need water, cant run away.

17 hours ago

The greatest sectors on KLSE now

a. Utilities n Construction stocks r still the best,
they fly max speed up a mkt day.

b. Industrial Products n Technology stocks r gaining steam...

c. Property stocks cld be peaking edi n cld enter consolidation.

NB: Go after the Rocket Trend Stocks to outperform the new cycle.

3 big themes r in play concurrently:
DC
AI
E-Invoicing themes

10 hours ago

1.50 maybe people think very high ,wait it drop below rm 1 only buy but unfortunately not even never drop back , it keeps skyrocket to rm 5 , those people only heart break for missing a golden chance ! Dont look at other , i m talking about you who are reading !

5 hours ago

Johor poised to become regional data centre hub, says MB.

KULAI: Johor has attracted more than 50 data centres within the last two years, putting it on track to become a new data centre hub in South-East Asia, says Mentri Besar Datuk Onn Hafiz Ghazi.

He said this was a very exciting time for Johor thanks to its strong push towards a digital economy, enabled by robust government policies, as well as good connectivity and infrastructure.

“Our vision is to develop Johor... and make it a global destination for the world’s largest technology companies.

“At Invest Johor, we are considering establishing the Johor Data Centre to streamline efforts in talent development, green technology and renewable energy,” he said at the launch of Princeton Digital Group's (PDG) phase one JH1 campus at Sedenak Tech Park (StEP) here on Wednesday (July 3).

Onn Hafiz, who is also the Machap assemblyman, said Singapore took over 15 years to establish itself as a data hub with more than 70 data centres, totalling a capacity of 1.4 gigawatts of power capacity.

Onn Hafiz said in comparison, Johor has attracted more than 50 data centres in just the past two years, with STeP 1 alone boasting a power capacity of over 1 gigawatt.

“Moving forward for data centres, the state government will be more selective, emphasising the use of green technology and renewable energy.

“Johor's rapid growth in the industry suggests that it is well on its way to becoming a new data centre hub in Asean,” he added.

5 hours ago

kohcl130562

Wonder where to find 1.4GW of power within a short term?

5 hours ago

Kenangan Investment Bank actively buying Ranhill shares in the open market. Ranhill will rise to RM2.50 after the MGO ends on 9 July 2024.

5 hours ago

Ranhill is the ultimate winner in AI & Data Center Boom.

5 hours ago

https://www.klsescreener.com/v2/news/view/1352795

5 hours ago

OTB YTLPOWER ?? Salute !

3 hours ago

hauchong

lucky i hold last time, despite drop so much

3 hours ago

Maybank Investment Bank bought in 400,000 shares Ranhill at RM1.54 on 3 July 2024.

2 hours ago

Sta with Ranhill. Dont lose hope.

2 hours ago

Stay with Ranhill

2 hours ago

https://www.orientaldaily.com.my/news/south/2024/07/04/663177

1 hour ago

ChloeTai

@NatsukoMishima: Calvintaneng claims that the water theme play in Kulai/Sedenak will.be monopolised by Syed Mokhtar's AIRB, and not Ranhill. How true is it?. AIRB is not a listed company.

1 hour ago