Sarawak has vast resources for green energy

https://www.thestar.com.my/business/business-news/2024/07/18/sarawak-has-vast-resources-for-green-energy

i think coming qtr earnings of YTLP will be fantastic....

however, if you are too afraid incase its below expectations, suggest to move some from YTLP to Ranhill

Ranhill will move up independent to its earnings result

Sarawak recorded RM4.2b investments in 1Q2024, targeting more green investments — Zafrul

https://theedgemalaysia.com/node/719374

for those who missed this info earlier....

The State of the Nation: Investments in water need to keep pace with influx of data centres

https://theedgemalaysia.com/node/718243

I am going to be honest with you. Data centres are not environmentally sustainable,” admits an investor, who is setting up a data centre in Selangor. “And the only reason people come to Malaysia to invest is that Singapore doesn’t want data centres anymore.”

Malaysia has seen an influx of data centre investments over the last three years, coinciding with Singapore’s moratorium on the energy-guzzling boxes between 2019 and 2022. The moratorium was lifted last year.


Between 2021 and 2023, data centre investments approved by the Ministry of Investment, Trade and Industry (Miti) totalled RM114.7 billion, making up 79% of total approved digital investments during that period.

The influx is pushing Malaysia into becoming the region’s new data centre hub, catching up with Singapore.

One factor that could throw a spanner in the works, however, is water.

...............

Data from RSAJ shows that it has received applications for 439.67MLD of water between 2024 and 2035 from data centres. Of this amount, 316.38MLD have been supported, while the remaining 30.51MLD have yet to be supported by the water operator.

We Are Ranhill SAJ

https://www.ranhillsaj.com.my/

Ranhill SAJ is an integrated water supply company incorporated in the process of water treatment, distribution and management. We manages the whole water network in Johor and manages raw water abstraction, treatment, distribution, and sale as the sole operator for the state.

Holistic approach to developing data centres

https://www.thestar.com.my/business/business-news/2024/07/13/holistic-approach-to-developing-data-centres

“Firstly, data centre operation consumes a lot of power and water. A lot of companies decided to choose Malaysia as the destination because of our relatively affordable electricity and water tariff.

“In addition, our power and water supply is relatively stable compared to many developing countries in the region.

“However, with the existing and incoming data centres, we need to ask how sustainable is our capacity to supply undisrupted power and water to these data centres without compromising other sectors such as the commercial, residential, medical and/or manufacturing segments.”

Wee Tiam says there needs to be plenty of “planning ahead” when it comes to setting up a data centre.

“Do we plan for the future in terms of sufficient power generation and comprehensive network coverage? Do we plan for sufficient water reservoirs/storage and treatment plants to cater to the sudden surge in usage?

.....

only ytlp has the holistic approach capability....

Holistic approach to developing data centres

https://www.thestar.com.my/business/business-news/2024/07/13/holistic-approach-to-developing-data-centres

“Firstly, data centre operation consumes a lot of power and water. A lot of companies decided to choose Malaysia as the destination because of our relatively affordable electricity and water tariff.

“In addition, our power and water supply is relatively stable compared to many developing countries in the region.

“However, with the existing and incoming data centres, we need to ask how sustainable is our capacity to supply undisrupted power and water to these data centres without compromising other sectors such as the commercial, residential, medical and/or manufacturing segments.”

Wee Tiam says there needs to be plenty of “planning ahead” when it comes to setting up a data centre.

“Do we plan for the future in terms of sufficient power generation and comprehensive network coverage? Do we plan for sufficient water reservoirs/storage and treatment plants to cater to the sudden surge in usage?

.....

only ytlp has the holistic approach capability....

Analysis: Positive as Petros takes the helm for Sarawak’s gas

https://www.theborneopost.com/2024/07/09/analysis-positive-as-petros-takes-the-helm-for-sarawaks-gas/

Belgium’s Melexis opens its largest wafer testing site worldwide in Kuching

https://theedgemalaysia.com/node/718460

Analysis: Positive as Petros takes the helm for Sarawak’s gas

https://www.theborneopost.com/2024/07/09/analysis-positive-as-petros-takes-the-helm-for-sarawaks-gas/

Belgium’s Melexis opens its largest wafer testing site worldwide in Kuching

https://theedgemalaysia.com/node/718460

liquid cooling is a technology where coolant is used as a intermediary medium to takeaway heat from DC and then pumped to heat exchanger to transfer back the heat to water.....

water is the greatest heat remover with the cheapest capital investment and operational cost

the pouring investment of DC at Johor in the first place is because of cheap water source

Great thing about Ranhill is that...its actually selling its water to international market (USD) by supplying to DC.

The weak MYR coupled with cheapest water price in the region shows how big the potential is....Singapore DC market will all move to Johor.

https://www.thestar.com.my/news/nation/2024/01/04/malaysia039s-water-tariff-among-lowest-in-asean-says-span

this is a jackpot investment

Read the Edge weekly article on water demand for DC just out...

old article on data centres to remind investors

https://theedgemalaysia.com/node/662007

'our network and channels have been built over three decades and it will be very tough for any new entrants to come in over the short term' - Mr. Soong

Venturing into power solutions market

As data centres have become more critical to the operations of businesses and organisations, the demand for reliable and continuous power supply has also increased.

On March 22, VSTECS announced that the group was authorised to distribute Schneider Electric’s uninterruptible power supply (UPS) devices, sold under its flagship brand, APC, an industry leader in physical infrastructure and software solutions.

Soong highlights that power solutions and UPS are important and represent a significant market in the data centre industry.

“This year, we will be entering the power solutions market. This is highly complementary to the core offerings of VSTECS’ enterprise systems segment, where our clients require a reliable and uninterrupted power supply to ensure continuous operation of their mission-critical IT infrastructure,” he stresses.

For the longest time, says Soong, VSTECS never supplied power-related products to its customers, whereas the UPS systems and equipment manufacturers had been selling their products through the electric power distributors.

“But now, VSTECS will be going into this space from the IT perspective. We have close to 5,000 resellers, about 2,000 of which are systems integrators, which have been supplying IT equipment for servers and storage. It will be very synergistic if we could ask them to sell UPS products as well because they are serving the same customer base anyway,” he points out.

On top of UPS, VSTECS will also be covering the renewable energy (RE) and electric vehicle (EV) charging businesses in the power solutions space.

“VSTECS also wishes to play a role in the RE space. Today, data centres around the world are consuming huge amounts of electricity. There are many hyperscalers investing in data centre infrastructure in Malaysia and this is where we see the opportunity,” Soong says.

As regional data centres are expected to flock to Malaysia in a big way, Soong says other than supplying the ICT products and offering enterprise systems to its customers, the group also intends to sell power solutions and green energy products.

“We could help data centres measure their power usage and we could offer intelligent green solutions such as portioning out certain parts to RE. We could also install solar panels on the roof of data centres to capture the power for daily consumption, which could help them save on their electricity bills, or to store the energy in the UPS, which is essentially a battery backup,” he notes.

In a nutshell, says Soong, VSTECS’ smart power supply solutions could help data centres go greener. “We also expect that in the coming years, everybody will need an EV charger at home. We believe EV chargers are the next big thing. It will become a consumer product.”

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?

congrats! consider exchanging to VSTECS....as they are the one awarding contracts to SNS

Posted by David Gunter > Jul 1, 2024 2:44 PM | Report Abuse

Malu la @probability wakakkakakaa

Good work there, @purebull..

u forgot Ranhill

hope for limit up soon....as market only beginning to realize

Director buying already... today they purposely push down into the red so that people dont keep questioning its unstoppable rise. They want to avoid any spotlight at the moment and follow the general market..

ahh..dont remind me of serba...that is con at the ultimate level! :)

Notion....hmmm..my guts says there must be some truth to their assertion...

looking at the confidence level of the management response....it appears like there is a lot of upside potential

https://theedgemalaysia.com/node/717021

All those product or services related to AI and Data Center will boom but not sure how long considering competition will always creep in...

but utilities like water supply to DC will grow enormously and its extremely stable for years to come

RANHILL is the KING

Amazon hits $2 trillion in valuation on AI fervor, rate cut bets

https://www.thestar.com.my/tech/tech-news/2024/06/27/amazon-hits-2-trillion-in-valuation-on-ai-fervor-rate-cut-bets

Amazon Web Services is the largest cloud services provider in the world, and growth at the Amazon unit has returned after a dip in the past year, thanks to surging adoption of AI technologies.

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....

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.

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.

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.

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.

Now i believe Natsuko's TP of RM 5....

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

All these data center has to come to Ranhill......to quench their thirst

RANHILL is the KING

Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo

Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo

@kkwong13, what you think..should renter now?

i sold quite a lot of shares yday at big chunks at 2.37, 2.36...i see the buyers were very very strong. I even regretted selling as usually from my experience such strong buy will always lead to higher price than what i sold later...all the time

as such i am inclined to believe today's push down is to accumulate using bad market sentiment

as such it will likely rebound strongly when sentiment changes

@NickelLee, why the sell down on Ranhill again recently/now?

@kkwong13, thanks for sharing

@Thirai....thanks for the inputs, looks like nothing wrong with ABMB from your feedback...i dont look forward too much on growth, as long as they can sustain the earnings and slowly increase dividend payout i would be happy

yes HLFG is the other finance stocks that i am interested other than ABMB

i see both these bank have very high free cash flow...not sure how much it matters for banks...

look forward for your analysis (bank comparison) to be presented in i3 :)

Thirai..thanks for evaluating banking stocks which i am completely not competent to do so...

do you have any comments on ABMB? Is it cheap and a good buy?

could you tell which is the best banking stock to buy among those listed in Bursa... really appreciate, thanks

Johor looks to collaborate with Sarawak on renewable energy initiatives

https://www.thestar.com.my/news/nation/2024/06/20/johor-looks-to-collaborate-with-sarawak-on-renewable-energy-initiatives

it may look expensive now say at 1.70...but in future with AI fast development, may look very prudent

YTLP is behaving like a super intelligent AI....the ultimate chess player

whatever it is....it only creates a stronger foundation to YTLP....utility is crucial for DC and future of AI

all surely they have discussed before such announcement

max 1.70...most likely 1.20

Posted by newbie_2018 > May 27, 2024 9:19 PM | Report Abuse

Is it related to YTL Power takeover Ranhill? What price will YTL Power pay?

thanks for the insights....i think its a no brainer to see that Sarawak has the highest growth potential, with the money flowing to the local govn and also as a green energy hub that supplies power to singapore and even west malaysia one day with the increasing power demand from DC/AI

I foresee people migrating from west cost to east cost in the near future

ok great dragon328! Thanks...

you have to sell to cloud consumers first before all these can happen...and i think VSTECS having the best potential to do so with AWS

Posted by ImCK > May 23, 2024 8:06 PM | Report Abuse

AI will drive YTL grow more eletricity need for data centre

OMG results so bad....will it drop heavily tomorrow?