YTL POWER INTERNATIONAL BHD
KLSE (MYR): YTLPOWR (6742)
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Last Price
4.96
Today's Change
+0.01 (0.20%)
Day's Change
4.94 - 5.02
Trading Volume
5,466,300
Major Holders Breakdown
Current Holdings
Name
No. of Shares
Percentage
DATO TING HENG PENG
12,000
40.00%
DATO TING HENG PENG
12,000
40.00%
DATO TING HENG PENG
12,000
40.00%
Historical Transactions
| From | To | Type | No. of Shares | Min Price | Max Price |
|---|
Discussions
40 people like this. Showing 50 of 26,976 comments
Google to announce its investment in msia soon. Could it leverage on ytlp expertise to build its data center???? Hope so…
22 hours ago
Klee is right,currently the most undervalued index stock is YTLP.Khazanah in its mission to support fbmklci has to buy YTLP.Love to see RM6 before the nvidia computer arrives.
22 hours ago
https://www.youtube.com/watch?v=4yGmyzl2pZE
逢周二马股聊天直播：马股总市值破2万亿！【2024.05.07】
wah...
read OTB sifu comments...
22 hours ago
Data centers to run out of power in two years, says DigitalBridge CEO
https://www.lightreading.com/ai-machine-learning/data-centers-to-run-out-of-power-in-two-years-says-digitalbridge-ceo
Plenty of talk on Data centers, but it boils down to Power, Water and Land and YTLPower has it all.
“Amazon commits US$9b to double Singapore cloud investment” May 7, but S’pore may have to fall back on Johor. Either way YTLPower’s Seraya is in a sweet spot.
Ever wonder why Tenaga shot up recently. Also sweet spot of having excess capacity to supply data centers. You see the whole picture?
18 hours ago
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.
Very big tech stocks from the US or China will choose YTLPower data centers.
Good luck.
Thank you.
18 hours ago
Some funds bought over 4.5 million shares of YTL Power at RM5.00 and above today, but retailers sold it down to 4.95 in the last hour or two. What a pity!
The data centre game is real as can be seen from so many news flows recently on big tech companies pouring in billions into Johor/Singapore on new AI data centres to be built over next 4 years.
YTL Power has all it takes to be a big player (up to 500MW) in the data centre business in the next 2-3 years. If all 500MW of data centres are taken up in next few years, potential earnings from data centre segment will be larger than earnings contribution from power generation and water segments.
18 hours ago
YTL Power has all it takes to be a big player (up to 500MW) in the data centre business in the next 2-3 years. If all 500MW of data centres are taken up in next few years, potential earnings from data centre segment will be larger than earnings contribution from power generation and water segments.
certainly lah!! for YTLP is REAL!!!!!!!!!!
haha
17 hours ago
2 months ago | Report Abuse
Yes. RM3.89/RM3.90 very shy to buy.
Even At RM3.92 was not easy to sell.
The funds from overseas do not queue, they just buy and settle the trades and be kept in the custody Services.
Stock
Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD
2 months ago | Report Abuse
4PM here, Europe/Uk morning already, market opens - if it is true, good, let the foreign funds come in/take orders.
I RECALL the sharings 2 months ago. The Fund Manager bought without hesitation at that time.
NOW, RM5 already.
2 months later from today, if it can fetch RM6 and they are right in their projection and not speculation.
17 hours ago
AMInvest are of the view that the net profit of the 100MW AI section of Johor DC could potentially be more than RM1bil per year.
Assuming a full take up of 500MW, the Johore AI DC the potential net earnings could potentially be a whooping RM5 billion per annum.
This is based on a net profit margin of 20% on revenue of RM7bil Our revenue estimate of RM7bil assumes a fee o US$2.13/GPU/hour and 78,431 GPUs (graphics processing unit). Our conservative assumption of US$2.13/GPU/hour is half of Coreweave’s charges of US$4.25/GPU/hour fo Nvidia’s H100 chip. YTLP’s fee could potentially be highe than Coreweave as the group would be using the latest Nvidia GB200 Grace Blackwell superchip
Based on Aminvest. research report- Decoding DC earnings.
https://klse1.i3investor.com/servlets/ptres/71246.jsp
17 hours ago
Affin Hwang TP comments on Tenaga "KUALA LUMPUR: Rising electricity demand from data centres (DC) projects and artificial intelligence (AI) will lift Tenaga Nasional Bhd's (TNB) long-term profitability. But they may have limited impact on TNB's immediate earnings, according to Affin Hwang Investment Bank. In Malaysia, TNB has received 74 supply applications from DC customers with total maximum demand in excess of 11,000MW (40.6 per cent of Peninsular Malaysia's installed capacity). "We do not expect all the projects to be implemented. TNB added that the group delivered electricity for nine DC projects with a total energy demand of up to 635MW in 2023," said Affin Hwang in a note today. For 2024, TNB expects to connect to nine DC projects with 700MW of total energy demand. In the long run, TNB sees potential maximum demand from DC in excess of 5,000MW by 2035 (18.5 per cent of Peninsular Malaysia's installed capacity). "We believe Malaysia will need to invest further in the power infrastructure and this should improve TNB's long-term profitability (via higher capex under the Income-Based Repayment framework)," it said.
Well, YTLP does not generate electricity in malaysia unfortunately (although they were the first IPP) but it does generate in Singapore, so im guessing the needs will be similar.... but not sure if powerseraya can increase capacity?
17 hours ago
@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.
14 hours ago
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/
13 hours ago
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.
11 hours ago
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
3 hours ago
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,”
3 hours ago
Hoho , 2 China Solar Panel manufacturers are invested in Malaysia last year , after First Solar ….
3 hours ago
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.
2 hours ago
Felix you reincarnated as Jeffrey? Why you no more use the odd odd names anymore? All of them in the jail?
Yes I am Felix the PusingQueen..my old id was FELICE888 ...you can check in my profile page.Last time I used CaoCao before masuk lokap
I am very very takut of those 5 bangkala workers..they whack me front and back and want sax everyday
My whole family Ha m ka CHAN
p/s ULAR , SIFU AND MACAI IN ytlp..PUSING QUEEN OR FELIX IS reincarnated as Jeffrey in TOP GLOVE..
GO AND FLAG AND KILL THE ACCOUNT
2 hours ago
JeffreyFamilyHKaChan
Felix888999 current ID,s is Jeffrey....if you check my profile I was Felice888 @ LimPek
Jeffrey @ Jeffrey...whether you are in i 3 your 5 BANGKALA lovers will look for you.
You can blamed ular , tan david88 or sifu otb but we BANGKALA is your real enemy.You think MCMC can solve your problem.Even metaverse ask his mother to give them her ci bai.
You both SRJK[C] chinese educated ENGLISH easy to spot..what ever name you changed.
2 hours ago
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.
2 hours ago
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.
1 hour ago
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.
1 hour ago
@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.
1 hour ago
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.
1 hour ago
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
1 hour ago
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
57 minutes ago
@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.
8 minutes ago
JeffreyFamilyHKaChan
BERITA DUKA⚰️⚰️
Jeffrey @ Felix888999 @ Felice 888 @ PusingQueen⚰️⚰️
Telan Meninggal Dunia dengan Tenang⚰️
TUTUP USIA : 48 tahun⚰️
ASAL : Petaling Jaya
Suami : ks55 @ ks55 aka GMCHENKFATT⚰️
Anak: 1] Felix666888
2] Felix1510
3] Felix888999
4] LimPek1510
Alamat tempat Mati : Federal Highway Kuala Lumpur
Sebab Mati : Knocked down by a car.
Sebab Mati kena SUMPAH olih sifu dan macais di forum
YTLP.
Mayat akan di bakar petang 4.40 petang di Kremasi
Shah Alam 9th May 2024.⚰️
4 minutes ago
JeffreyFamilyHKaChan
BERITA DUKA⚰️⚰️
Jeffrey @ Felix888999 @ Felice 888 @ PusingQueen⚰️⚰️
Telan Meninggal Dunia dengan Tenang⚰️
TUTUP USIA : 48 tahun⚰️
ASAL : Petaling Jaya
Suami : ks55 @ ks55 aka GMCHENKFATT⚰️
Anak: 1] Felix666888
2] Felix1510
3] Felix888999
4] LimPek1510
Alamat tempat Mati : Federal Highway Kuala Lumpur
Sebab Mati : Knocked down by a car.
Sebab Mati kena SUMPAH olih sifu dan macais di forum
YTLP.
Mayat akan di bakar petang 4.40 petang di Kremasi
Shah Alam 9th May 2024.⚰️
4 minutes ago
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