YTLPOWR (6742): Trailing 4Q Financial Results

Google to announce its investment in msia soon. Could it leverage on ytlp expertise to build its data center???? Hope so…

1 day ago

HumptyDumpty

CHICKEN..... RUNNNNN

1 day ago

2721

Unstoppable!

1 day ago

rchi

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.

1 day ago

xiaoeh

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...

1 day ago

denialC

Happy, finally cross RM5.++

1 day ago

MrFox

Everyday new high!
Everyday wwss
Everyday change many pantteess!!!!
haha

1 day ago

beinvested

Buyers > Sellers.

1 day ago

beinvested

Sellers are of negligible

1 day ago

Buying on mother is getting stronger than son…

1 day ago

HumptyDumpty

All snake in hole d ? Shorter don't dare to touch this counter d haha..

1 day ago

MrFox

because they know this is not a HumptyDumpty stock!!!!
haha

1 day 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?

1 day 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.

1 day 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.

1 day ago

MrFox

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

1 day ago

beinvested

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.

1 day ago

Goldberg

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

1 day ago

Raymond Tiruchelvam

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?

1 day 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.

22 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/

21 hours ago

https://wccftech.com/nvidia-blackwell-dgx-gb200-ai-servers-enter-mass-production-by-h2-2024/

20 hours ago

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.

19 hours ago

https://markets.businessinsider.com/news/stocks/nvidia-is-de-facto-ai-standard-for-the-foreseeable-future-goldman-sachs-analyst-revises-share-price-expectations-1033339834

12 hours ago

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

11 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,”

11 hours ago

Hoho , 2 China Solar Panel manufacturers are invested in Malaysia last year , after First Solar ….

11 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.

10 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.

10 hours ago

Mabel

Meow Meow Meow OTB...

Now we back to RM 5.02...

10 hours ago

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.

10 hours 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.

9 hours 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.

9 hours 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.

9 hours ago

CapitalCraftsman

Powerful YTL Power !!! It's gonna fly through RM5 soon

9 hours ago

redhotpepper

Eh still below 5, anything not right ?

9 hours 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

9 hours 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

9 hours 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 hours ago

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

7 hours ago

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.

7 hours ago

6 hours ago

@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.

6 hours ago

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/

6 hours ago