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Overview
Financial Highlight
HeadlinesBusiness Background YTL Power International Bhd is principally an electric utility company that generates and transmits electrical power throughout Southeast Asia. YTL Power produces energy through its subsidiary utilities companies that, collectively, operate a portfolio of combined-cycle, gas-fired, steam, and co-generation power plants. Most of YTL Power’s total energy production occurs at its facilities in Singapore. The company also owns a water and sewage services company in the United Kingdom and provides broadband and telecommunications services through its ownership stake in YTL Communications in Malaysia. YTL Power generates most of its revenue by selling electricity, particularly in Singapore. The company’s water and sewage services company also contributes significant revenue.
  dragon328 @Raymond, YTL Power has got sufficient land at Kulai to install solar power to power up the 500MW data centre it is building. For the first phase of 48MW with SEA Ltd., YTL Power is getting power supply from Tenaga as it does not make sense to install solar power just for 48MW. When the next data centre is ready, YTL Power shall install sufficient solar power for all the data centres. Then YTL Power will be able to save a lot of electricity costs as the mean generating costs of solar power are in the range of 22 sen/kWh to 27 sen/kWh, while Tenaga is supplying electricity to all data centre operators at 59 sen/kWh. It is now an opportune time for YTL Power to install solar power as solar penal prices have dropped by almost 80% since last year. 08/05/2024 8:39 PM cktay For people who do not understand what 500MW is …. “Nuclear energy has been powering the U.S. grid for the past 6 decades and produces around 1 gigawatt of power per plant on average” … so 500MW = half a nuclear plant But instead of nuclear, it will be clean solar energy (with ESG and Renewable Energy tax credits) And good timing too … China’s solar panel giants say prices are near the bottom https://www.dailymaverick.co.za/article/2024-05-08-chinas-solar-panel-giants-say-prices-are-near-the-bottom/ 08/05/2024 9:55 PM Agjl https://wccftech.com/nvidia-blackwell-dgx-gb200-ai-servers-enter-mass-production-by-h2-2024/ 08/05/2024 11:18 PM  Raymond Tiruchelvam i work in the energy sector, and and whatever you may know or have heard about solar and green energy are mostly not true. For example, solar energy is cheater than grid electricity? Is this true.... if we would all have converted our homes to solar panels and replaced Tenaga, but the fact is green energy is more expansive. Talking about solar we have CSP and PV, while PV is cheaper it does not have storage capability. What u produce needs to be consumed immediately.... and what happens at night?? You have to go back to the grid.... back to tenaga, and furthermore green energy si not continous and not stable, so you are back to grid again. Nevertheless, countries are promoting green energy not because of cost but because of being socially responsible and of course to prepare for times to come. In 100 years from now there will be no more coal and crude.... how then? Therefore.... anyone thinking green energy will fully power DC and AI DCs better think again. Im not saying it cannot help.... it can help reduce full dependency on grid.... thats all. End of the day.... this is all risks, and how do we manage it. 09/05/2024 12:00 AM Agjl https://markets.businessinsider.com/news/stocks/nvidia-is-de-facto-ai-standard-for-the-foreseeable-future-goldman-sachs-analyst-revises-share-price-expectations-1033339834 09/05/2024 7:27 AM jeffchan1901 Market cap of top 100 Bursa companies up RM175b year to date, more upside expected - The Edge theedgemalaysia.com/node/710790?fbclid=IwZXh0bgNhZW0CMTAAAR0mFOXXAPRLwU2vkDdh7_jaq5vDwx4y8cGp8yGgMtYBco62tE0Cwzql2Uk_aem_AfqLRkmFeguCGhaJL5oIa11aX_AbUrQoeRMnQAJUCQAxL2mGlNxPUvvBlaI54sIxhwttwrA0VoMtg5weNwdQdpv0 09/05/2024 7:40 AM Johnchew5 Hoho , LSS Project RE is sell to TNB only … where as CGPP players are free to secure their own offtaker, hence giving better pricing power as opposed to stiff competition to supply to a single offtaker under the LSS auction mechanism,” 09/05/2024 7:41 AM Johnchew5 Hoho , 2 China Solar Panel manufacturers are invested in Malaysia last year , after First Solar …. 09/05/2024 7:50 AM Johnchew5 Hoho , Memorandum of Understanding ("MOU") with CALB Group Co., Ltd, a company registered under the laws of People's Republic of China to explore the feasibility of a collaboration in the Battery Energy Storage System market, including but not limited to Utility-scale ESS, Commercial & Industrial ESS and Residential ESS. 09/05/2024 8:29 AM OTB YTLPower will perform well in May 2024 if the following events happen in May 2024. 1.) Q3 2024 result must be very good. I believe it will. 2.) Give out good dividend as promised by TS Francis Yeoh. 3.) Announcement from Nvidia, the timing to take up 100 MW data centers in Kulai. 4.) Announcement from other high tech stocks in the US to take up the data centers in Kulai. 5.) The best is a partnership between Nvidia and other high tech stocks in the US to use this data center of YTLPower as a AI or cloud Hubs for SEA. Good luck. My 2 cents opinion only. Thank you. 09/05/2024 9:18 AM CIO888 Hi, Mr. Ooi, how about Ranhill? You posted the following: I think it is a good news for YTLPower. YTLPower has water, green RE, land and data center in Kulai, Johor. Good foresight by YTLPower management. 09/05/2024 9:24 AM OTB Posted by CIO888 > 2 minutes ago | Report Abuse Hi, Mr. Ooi, how about Ranhill? You posted the following: I think it is a good news for YTLPower. YTLPower has water, green RE, land and data center in Kulai, Johor. Good foresight by YTLPower management. -------------------- I am so sorry, I do not do any research on Ranhill. Hence I cannot comment. I focus on YTLPower only. Thank you. 09/05/2024 9:29 AM dragon328 @Raymond, what you said about solar power up there is right to some extent. Solar power generation is intermittent and in Malaysia solar panels generate electricity for about 4 hours a day, so it cannot replace gas or coal-fired power plants entirely, unless you have massive battery or other forms of energy storage. But if you calculate the levelised cost of generation, solar power has become much cheaper than gas or even coal-fired power at current prices. Based on LSS4 bid results, the winning bids show that solar projects can provide decent returns at just RM0.22/kWh. In comparison, at current crude oil prices of about USD80/bbl and current LNG prices, an efficient F-class CCGT has a generation cost of US$9.82/mmbtu /1.05506 GJ/mmbtu x 3600/50% GJ/GWh = USc 6.7/kWh or RM0.317/kWh. CCGT generating cost was almost double last year when LNG spot prices went up to as high as US$18.30/mmbtu. LSS4 bids were based on solar panel prices of around US$700/kWp then, now solar panel prices have dropped by almost 80% to US$120-150/kWp. So the levelised cost of generation for solar power will drop from RM0.22/kWh to below RM0.20/kWh. As for rooftop solar panel installation, it has been selling like hot cakes among industrial factories and commercial buildings like shopping malls, as the payback period is as short as just 3 years, with the green tax allowance. For residential houses, the payback is about 6-7 years without the green tax allowance. I know this well as I was selling solar power solutions to industrial factories before. And the quota allocated by the government every year was snapped up within months by factories that consume a lot of electricity. 09/05/2024 9:33 AM Johnchew5 Hoho .. this leading MNC technology corporation is so secretive… not recommend Pasukhas. TheStar Fri, May 03, 2024 10:10am - 5 days KUALA LUMPUR: Pasukahas Group Bhd surged over 35% at the opening bell on news it had secured a RM56.98mil contract for the construction of a data centre in Selangor. The mechanical and electrical engineering outfit started the day's trading up five sen to 19 sen a share and settled at 17.5 sen a share at 10am on the back of 15.6 million shares changing hands. In a filing with Bursa Malaysia, Pasukhas said the letter of award from a leading multinational technology corporation marked a significant milestone towards the company’s strategic business expansion and is expected to strengthen its revenue and financial conditions upon completion of the project. 09/05/2024 9:36 AM cktay https://www.nytimes.com/interactive/2024/05/07/climate/battery-electricity-solar-california-texas.html Giant Batteries Are Transforming the Way the U.S. Uses Electricity Look at the graphs between 2021 and 2024. I too was surprised by the amount of energy stored in large scale batteries I believe YTLPower is also looking into power storage 09/05/2024 9:58 AM cktay Not sure you all have forgotten … YTL Power’s Singapore unit commissioned to build hydrogen-ready power plant worth S$800m https://theedgemalaysia.com/node/698982 And the Green (not grey) hydrogen is going to come from Sarawak because Sarawak will have excess green hydrogen so much so they will be exporting to Japan https://energynews.biz/sarawak-powers-green-hydrogen-future-with-japanese-collaboration/ Hahaha, reminds me of PMetal from 50s to RM7 between 2017 to 2022 a factor of 14x 09/05/2024 10:22 AM dragon328 @cktay, yes when the green hydrogen production technology matures in the next 10 years or so, the cost of producing green hydrogen will be lower than LNG, and PowerSeraya will be able to reap the tremendous benefits of the cost advantage. Just for simulation, if cost of green hydrogen becomes 10% cheaper than LNG in Singapore, then PowerSeraya's new 600MW hydrogen-ready CCGT will be able to generate additional profits of SGD37 million a year. 09/05/2024 11:11 AM William Wang Hi everyone.. know about a bit of hydrogen as sustainable energy in contemplation by a lot of people esp. the japanese.. but to my knowledge the loses in converting from water and back to usable energy is huge.. in electrolysis up to 20% of the energy can be lost, plus compression, another 10%, then back to usable energy, maybe another 20% lost.. to store green energy, there are many more efficient ways. My appreciation to dragon in this forum, his contribution on ytlp is very valuable 09/05/2024 11:58 AM HumptyDumpty @raymond that's supplying to grid is a bigger problem (frequency modulation, peak hour cycle, weather conditions) , if direct from source , DC , then it might be more efficient. Just a thought. Land size might be the direct problem Therefore, to generate 500 MW of power using solar panels with an average conversion efficiency of 18% and an average solar irradiance of 1,000 W/m², you would need approximately 2,777,777 square meters (or 2.78 square kilometers) of solar panel area. 09/05/2024 12:12 PM OTB Posted by Thirai Thiraviam > 1 day ago | Report Abuse quote TTB saying, that “I expect the KLCI to rise to 2,500 to 3,000 over the next 3 – 5 years.” What is the basis for this increase? ------------------------------ The highest point of Jakarta Composite index (JKSE) was at 743 in 1993, the present JKSE is at 7,134.72 on 3/5/2024, an increase of 6,392 points or 860% in the last 30 years. The highest point of FBMKLCI was at 1,332 in 1994, the present FBMKLCI closed at 1,605 on 8/5/2024, an increase of 273 points or 20.5% in the last 30 years. KLSE stock market is still far ... far ... worse than other stock markets in the last 30 years. Even if the FBMKLCI Index moves up north to 2,000 points, it is still nothing to compare against other best performing stock markets. KLSE is still a laggard stock market in SEA. FBMKLCI has crossed 1,600, I believe KLSE is in a bull market. The next resistance to cross is 1,700. Can move up to 1,700 in 2024 ? I believe it is possible. All depend on the share price of YTLPower, YTL and Tenaga. My 2 cents comment. Thank you. 09/05/2024 12:36 PM dragon328 @William Wang, thanks for the inputs. Ya we are looking at easily 30% to 50% energy loss in extracting hydrogen out of water in electrolyzers, in compression, in storage and transportation. If the green hydrogen is produced with solar energy, then the cost of producing green hydrogen may be 50% higher than the levelised cost of solar energy, i,e. up to 150% x RM0.22/kWh = RM0.33/kWh. When LNG becomes higher than US$9.62/mmbtu, then the cost of generation using green hydrogen may become cheaper than burning LNG in Singapore. That's what everybody in Singapore energy sector including EMA is looking at for next few years. 09/05/2024 12:48 PM cktay The Sarawak project will use hydropower to electrolyze water and produce about 90,000 tons per year of green hydrogen, including 2,000 tons for local consumption. The rest will be converted to methylcyclohexane (MCH), a liquid hydrogen carrier, and exported to Japan. The project site is located at a large petrochemical industrial park with shipping and port facilities. SEDC Energy will take the lead on power procurement and hydrogen production. Hydropower dam development plans in Sarawak https://themalaysianreserve.com/2024/02/27/hydropower-dam-development-plans-in-sarawak/ 09/05/2024 1:06 PM Agjl https://www.itnews.asia/feature/tnbs-one-stop-centre-meets-hyperscale-data-centres-power-demands-in-malaysia-607526 09/05/2024 2:16 PM Raymond Tiruchelvam thanks for the insights and feedback @dragon328 and @HumptyDumpty ..... solar, GE and green H2 has a long long way to go..... but good news is that all these are increasing the speculation of future earnings and little to do with 2024 or 2025 earnings... and expectation of future earnings is what drives share price.... happy for that... peace 09/05/2024 3:32 PM  Mabel Posted by Thirai Thiraviam > 1 day ago | Report Abuse quote TTB saying, that “I expect the KLCI to rise to 2,500 to 3,000 over the next 3 – 5 years.” What is the basis for this increase? ------------------------------ The highest point of Jakarta Composite index (JKSE) was at 743 in 1993, the present JKSE is at 7,134.72 on 3/5/2024, an increase of 6,392 points or 860% in the last 30 years. The highest point of FBMKLCI was at 1,332 in 1994, the present FBMKLCI closed at 1,605 on 8/5/2024, an increase of 273 points or 20.5% in the last 30 years. KLSE stock market is still far ... far ... worse than other stock markets in the last 30 years. Even if the FBMKLCI Index moves up north to 2,000 points, it is still nothing to compare against other best performing stock markets. KLSE is still a laggard stock market in SEA. FBMKLCI has crossed 1,600, I believe KLSE is in a bull market. The next resistance to cross is 1,700. Can move up to 1,700 in 2024 ? I believe it is possible. All depend on the share price of YTLPower, YTL and Tenaga. My 2 cents comment. Thank you. 09/05/2024 12:36 PM Just to add to what OTB shared... The FKLI Future Index traded higher yesterday in line with our earlier expectation after successfully taking out the major psychological level of 1,600pts yesterday. The gain was backed by an equally bullish reading in the RSI, thus indicating there’s room for further upside, at least in the near term. Mabel expect the uptrend to continue. Malaysia’s FBM KLCI climbed to a two-year high on Tuesday as gains of consumer and banking stocks extended the benchmark index’ rally to its fourth straight day. The KLCI rose as much as 12.93 points or 0.8% to 1,610.32, its highest since May 5, 2022. The index closed at 1,605.68, still up 8.29 points or 0.52%, with 24 out of 30 constituents posting gains. The gains also propelled Malaysian stocks’ market capitalisation to RM2 trillion in for the first time ever. The gains appear sustainable and on track to hit 1,755 by the end of this year, CGS International said. The aggregated 12-month target for the KLCI stands at 1,683 points, Bloomberg data showed. We continue to advocate paying more attention to domestic-driven sectors, as we feel the domestic economy is picking up with improved growth in both private consumption and gross fixed capital formation, For strategy, Mabel likes banks, construction, utilities, real estate investment trusts, conglomerates and telecoms To Our Success! Meow 09/05/2024 6:26 PM Mabel Meow Benard85... The Real Trick To Investing Is — Patience. You need patience to see the stock go to the bottom. And you need patience to see the stock go to the top. And you also need patience to see the stock to skyrocket. And then you also need patience to see your compound dividends coming in every single month or quarterly. Charlie Munger once said, “The big money doesn’t come from the trading every single day, but from patience of wait-and-do-nothing.” So, if you want to make big money with patience… Warren Meow 09/05/2024 9:40 PM MrFox Charlie Munger once said, “The big money doesn’t come from the trading every single day, but from patience of wait-and-do-nothing.” MrFox once said, “ Yes, the big money doesn’t come from the trading every single day but the big joy comes from the trading every single day to get free ahmoing!!!!” haha 09/05/2024 9:44 PM Mabel Hihihi Mr Fox is right... The FKLI Index briefly traded higher yesterday but pared down the earlier gain to close slightly lower as profit taking activity began. Given the RSI line hovered inside overbought territory, profit-taking could morph into a short-term consolidation although the downside will likely be capped as the overall trend remains upward. 09/05/2024 9:52 PM  calvintaneng CALVIN TAN SAY, THANK YOU 9 MILLION TIMES FOR 9 MILLION PAGE VIEWS IN i3 INVESTORS' FORUM!" https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-10-story-h-181811054-CALVIN_TAN_SAY_THANK_YOU_9_MILLION_TIMES_FOR_9_MILLION_PAGE_VIEWS_IN_i3 10/05/2024 12:15 PM Johnchew5 Hoho Konartist Callvin advertised here ke …. Pity yr earlier group members : 1.) Eagle group: cannot fly oredi ke.. 2.) Netx group during recruitment by Sandra kkc on 2020 .. 3.) Lastest Group: Plantation group recruitment by Wendy on 2021 … after reply my call that happily retired from Dec 2020 .. returned on March 2021 … Now can promote other stocks ke .. other than Plantation?? Hohoho 10/05/2024 1:57 PM MrFox It’s going to spurt out soon!!!!!!!!!!! Whispering words of wisdom!!!! haha 10/05/2024 3:58 PM Raymond Tiruchelvam so whats happening here.... heavy selling and equally heavy support at 4.96 .... can it sustain? contra players still ON? 10/05/2024 4:27 PM Agjl Selling was well absorbed…..the whole week absorbing profit taking….preparing for upwards movement next week… 10/05/2024 6:35 PM MrFox .preparing for upwards movement next week…??? then r u prepared to change wet pantters!!!!??? haha 10/05/2024 7:00 PM Agjl https://www.thestar.com.my/business/business-news/2024/05/09/microsoft039s-staggering-investment-a-technological-shot-in-the-arm-for-malaysia 10/05/2024 7:17 PM Agjl Foxy, my wet panteers are on me the whole year long…expect to leave ot on til 2025…. 10/05/2024 7:19 PM  | |
