Probability is a measure of 'likeliness' that an event will occur - there are no 100% certainty.
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2023-10-27 12:23 | Report Abuse
pity singaporean, they have to live such a complicated life due to power constraints
best is to live in Malaysia and earn in SGD , kinda like YTLP ;)!
.......
Singapore to reward residents who use less power under pilot programme
https://www.thestar.com.my/aseanplus/aseanplus-news/2023/10/24/singapore-to-reward-residents-who-use-less-power-under-pilot-programme
2023-10-26 12:32 | Report Abuse
agree dragon328, even the second 5G network in similar situation
2023-10-26 11:18 | Report Abuse
World shift to clean energy is unstoppable, IEA report says
https://www.bbc.com/news/science-environment-67198206
Posted by dragon328 > Oct 26, 2023 10:51 AM | Report Abuse
@Alex Chua, yes there are plans to ensure continuation of strong earnings for YTL Power to continue beyond FY2025:
1) WTE plant to start from 2026
2) Digital bank to turn in profit from 2026
3) Green data centre 1st phase to start contributing profit from FY2024
4) Subsequent phases of green data centre to contribute profits from FY2025
5) Wessex Waters earnings to rebound from Q4 FY2024 after next water tariff hikes
6) Wessex Waters RCV to expand substantially for next regulatory period from April 2025 to ensure earnings to expand meaningfully from FY2026
7) Potential win of new solar power projects in Malaysia as Malaysia plans to roll out some 8,000MW of solar power projects by 2030 and another 25,000-30,000MW by 2050
8) Potential export of RE to Singapore from 2027
9) Meaningful earnings contribution from UK property development from 2026 once interest rates there retreat to normalised levels
10) Potential win of the new gas plant tender in Singapore to expand PowerSeraya earnings from 2028
2023-10-24 16:18 | Report Abuse
''YTL Power currently has gas contracts in place, and the earliest of these contracts is set to expire at the end of 2025, with some extending as far as 2028 or 2029''
amazing...
2023-10-18 16:53 | Report Abuse
closing 1.99, once YTL stabilizes YTLP shall shoot up..
2023-10-18 10:25 | Report Abuse
hope YTLP could decouple from YTL soon
2023-09-22 11:40 | Report Abuse
thanks for the link @dragon328
2023-09-08 21:08 | Report Abuse
Bank Negara to begin cutting rates in early 1H2024
https://theedgemalaysia.com/node/681761
with local interest rates already peaking, cost of equity will be lower
as such dividend yield of YTLP will be too attractive for the market
further, its one of the few stocks in Bursa with highest international exposure - a shield against potential weakening MYR
2023-08-30 18:41 | Report Abuse
YTLP was actually not even correcting if not because of YTL which was intentionally brought down for the married deal (70M) transaction at 1.57...
the fundamentals are simply too strong for YTLP
2023-08-30 16:56 | Report Abuse
wow...interesting
Posted by pang72 > Aug 30, 2023 4:53 PM | Report Abuse
Foreign fund bought up 60 to 70mils shares last 5 mins
2023-08-29 14:15 | Report Abuse
unlike hng33 who will give super promoting comments as if he will hold in to next 3 years and the next day he will sell and come out with negative comments...anyway, everyone have different strategies...no right or wrong in stock market...its up to them how they survive...
2023-08-29 14:12 | Report Abuse
of course he is also very cunning and will sell when he promotes too hard...lol! but thats ok...
2023-08-29 14:10 | Report Abuse
once he sold the stocks he never criticize it and is also very gentle in his words / comments...he is super sharp...and have reasonable ethics..and make the forum lively with funny comments..
2023-08-29 14:08 | Report Abuse
sifu pang72 is one of the best or the best forumer in i3....
2023-08-26 15:31 | Report Abuse
i think there is going to be EV vehicles explosion in the market, energy demand is going to skyrocket both in Singapore and Malaysia...
and Renewable energy is the theme for the next 10 years...
2023-08-26 14:10 | Report Abuse
can someone do a very conservative valuation of MBMR purely based on FY2023 earnings of Perodua (at 20% stake) with the same PER valuation given to UMW by SIME?
i could not find out what exactly was Perodua's earnings for last year
https://www.statista.com/statistics/949523/perodua-profit/
https://theedgemalaysia.com/node/680129
It noted that the offer values UMW at 13.3 times financial year 2024 (FY2024) price-to-earnings ratio, which is at a slight premium to UMW’s five-year historical mean of 12.9 times and at 1.3 times FY2023’s book value.
2023-08-25 16:53 | Report Abuse
the support is extremely strong.....
2023-08-25 16:52 | Report Abuse
true..those who hold tight..well done! selling while having dragon328's genuine advising would be a dumb move
Posted by troy88 > Aug 25, 2023 4:48 PM | Report Abuse
Cunning operator and sharks ate up bilis for breakfast with sell on news scare tactics..
2023-08-25 13:23 | Report Abuse
RM 2 by next week - most likely
2023-08-24 21:57 | Report Abuse
he he..ok great
2023-08-24 21:54 | Report Abuse
yup, the going forward powerseraya contribution you calculated is exactly as i thought...dividend 15 cents per annum should be easily achievable
2023-08-24 21:51 | Report Abuse
thanks dragon328, its amazing how fast you could come up with such a write up after the results out today....
2023-08-24 19:16 | Report Abuse
pang72 cakap memang betui! pinky too...
2023-08-24 17:15 | Report Abuse
yup...we wait for sifu dragon328 to comment on both YTL and YTLP
2023-08-24 12:06 | Report Abuse
you said results today earlier and said invitation was sent yday...
Posted by BursaMaster121212 > Aug 23, 2023 11:16 PM | Report Abuse
tomorrow will report very strong results.
Rebecca Yeoh had just send out invitation to all the fund manager....prepare for celebration
2023-08-21 19:42 | Report Abuse
@dragon328, thanks..i had the same thinking from the info you had been sharing earlier and now i am even more aligned with you thoughts...thanks
2023-08-21 17:06 | Report Abuse
@dragon328, comparing YTLP with YTL at current pricing and prospect you see, which stock will you put more weightage?
you are free to say you dont know as i know it can be a difficult answer..he he
2023-08-21 10:29 | Report Abuse
he he..its always fun seeing pang72 comments..
Posted by pang72 > Aug 21, 2023 10:16 AM | Report Abuse
Sudah tak tahu mahu cakap apa!!
Salam kepada semua winner...
2023-08-09 16:14 | Report Abuse
you need to add fuel cost and supply tightness (or demand) into the factors affecting margin, not including hedging and long term contracts they may have...
Posted by cgtan2020 > Aug 9, 2023 4:10 PM | Report Abuse
Anyone doing detail analysis of the USEP Q to Q and see how YTLP power Seraya Q to Q profits correlate to each other? @xiaochen @hng33 @dragon328
2023-08-09 15:47 | Report Abuse
natural gas price has come down a lot and last quarter earnings was not based on such cheap fuel cost (as they had hedged in advance)...
https://tradingeconomics.com/commodity/natural-gas
using current fuel cost, even at wholesale price of 167Mwh will be extremely profitable
Powerseraya margin is derived from its competitive advantage against other power gen, as long as there is high demand, it will continue to make significant profits...nothing to do with fuel cost or wholesale energy price which is automatically taken care by competitors
2023-08-08 16:51 | Report Abuse
1.55 , 2M plus shares sapu...interesting
2023-07-31 22:24 | Report Abuse
The Energy Market Authority (EMA) is inviting proposals to build, own and operate a gas-fired power plant for operations by 2028, it said in a statement on July 31
https://www.theedgesingapore.com/news/singapore-energy-market/ema-seeks-bid-new-power-plant-introduces-minimum-net-worth-electricity
this means the current gas-fired power plant electricity producers will remain highly profitable for next 5 years at the minimum and beyond to justify such new investment
2023-07-21 12:15 | Report Abuse
@dragon328 or @hng33, may be can check out with management why the YTL corp in Japan exchange had shot up over 35% within last 3 days.....
i believe all the while it was matching Bursa price earlier
2023-07-20 13:21 | Report Abuse
yup, dragon328 is a gem
just sharing some old news (2007) to see YTL management view earlier on listing
https://www.reuters.com/article/ytl-listing-idUKKLR31301220070313
KUALA LUMPUR, March 13 (Reuters) - Malaysian energy to construction firm YTL Corp YTLS.KL may list its shares overseas if it cannot eliminate the chronic under-valuation in its locally listed stock over the next five years, its boss said on Tuesday.
Managing Director Francis Yeoh told Reuters the company would keep boosting shareholder returns in an effort to narrow the discount, through ordinary cash dividends, potential special dividends, share buy-backs and discounted equity offerings.
But Yeoh, who has long held that YTL Corp shares trade below their fair value, said he would review the company’s options if the new policy of ramping up returns did not fix the problem.
“In five years time, let’s say, probably I will review and say which is the best exchange to list on at that time,” he said in an interview in his penthouse office overlooking Kuala Lumpur.
“The business will have been built and there will be so much more capacity in our businesses in five years. We will know what to do by then.”
....
YTL Corp YTLS.T keeps a listing for its Japanese investors in Tokyo, but has resisted entreaties to launch a major listing in London, home to its biggest asset in Wessex Water, preferring to stay in Malaysia where market liquidity is thin and the ringgit currency remains a barrier for some foreign investors.
Malaysian broker Kim Eng Securities has a target price of 8 ringgit per share on the stock, which ended on Tuesday at 6.90 ringgit. It trades at 1.43 times book value, putting it at the lower end of firms in the DJ World Industrials Index .W1IDU.
YTL Corp has suffered this discount despite being an aggressive buyer of its own stock. For years, it paid a meagre dividend yield but announced steps to boost shareholder returns five-fold for its current financial year to end-June 2007.
2023-07-20 11:17 | Report Abuse
18% spike, interesting..may be their Japan property value is getting unlocked...
2023-07-19 20:32 | Report Abuse
Singapore looks elsewhere amid doubt over Indonesia's green power exports
https://www.thestar.com.my/aseanplus/aseanplus-news/2023/07/19/singapore-looks-elsewhere-amid-doubt-over-indonesia039s-green-power-exports#cxrecs_s
“We are closer to Singapore. Indonesia still has the opportunity [to capitalise on Singapore’s clean power demand], for now,” Fabby said, but he noted that, if the country did not act quickly, others would.
He said red tape would be holding Indonesia back unless the government did something to tackle it. “It could be a loss for us, we’d lose the opportunity to dominate the market,” Fabby said.
Furthermore, Malaysia, which is as close to Singapore as Indonesia, lifted its electricity export ban this year, two years after imposing it. The opportunity could help push the development of domestic renewable energy, including demand for industries producing components for clean energy, such as solar photovoltaic.
Maulida Rahma, renewable energy campaigner at Trend Asia, told the Post on Monday that exporting power from renewable sources should be done with caution, as many parts of Indonesia still lacked electricity, due in part to a lack of connections between grids in different regions of the country.
2023-07-14 16:11 | Report Abuse
i think for some reason the price really want to over take YTLP
2023-07-11 13:59 | Report Abuse
If people almost consider investing MYR 100 billion to bring electricity from Australia to Singapore....it will be a waste if Malaysia do not capture such opportunity / huge demand from Singapore.
https://www.rechargenews.com/energy-transition/billionaires-clash-as-21bn-australia-to-singapore-green-power-mega-plan-hits-rocks/2-1-1386409
No wonder YTL wanted to bid for Boustead Plantations...
Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD
2023-10-27 12:28 | Report Abuse
EMA noted that the power system’s peak demand is forecast to rise every year over the next five years.