Nvidia plans to build a $200 million AI center in Indonesia amid push into Southeast Asia
https://www.cnbc.com/2024/04/05/nvidia-to-build-a-200-million-ai-center-in-indonesia-amid-southeast-asia-push.html

Energy Commission opens LSS5 up for bidding, targets 2,000MW of solar generation

KUALA LUMPUR (April 1): The Ministry of Energy Transition and Water Transformation has kicked off the bidding process for the fifth round of the Large Scale Solar programme (LSS5) or LSS-Peralihan Tenaga SuRiA, offering a total generation quota of 2,000MW.

According to a notice on the tender and request for proposal (RFP) from the Energy Commission (EC) sighted by The Edge, four packages will be offered, ranging from permitted generation capacities of as low as 1MW to as high as 500MW.

Package 1, taking up 250MW of the total quota, comprises rooftop or ground solar power plants, with a permitted generation capacity of 1MW to 10MW, and will be only available to Bumiputera companies.

Package 2, also with a quota of 250MW comprising rooftop or ground solar power plants, but with a permitted generation capacity of 10MW to 30MW, will be open to bids from companies that have at least 51% Bumiputera ownership.



As for Packages 3 and 4, which offer the biggest permitted generation capacities under LSS5, they are open to companies that are at least 51% domestically owned.

Package 3, with a total quota of 1,000MW, comprises rooftop or ground solar power plants, with a permitted generation capacity of 30MW to 500MW.

Package 4, with a 500MW quota, comprises floating solar power plants, with permitted generation capacities of 10MW to 500MW.

The solar power plants to be developed under LSS5 are scheduled to be operational in 2026, according to the EC.

The regulator is inviting industry players to participate in LSS5’s bidding process, in line with the criteria set in the RFP document.

“The RFP document will be sold from April 1 at 9am, until April 16 at 5pm, through the EC website at www.st.gov.my, at a price of RM3,000 each,” the notice read.

“Physical submission of the RFP document must be sent and received by the EC no later than July 25, 2024 at 5pm, and any changes to the method of submission will be notified through the EC website,” it added.

Know more about NVIDIA and AI.
https://www.youtube.com/watch?v=Y2F8yisiS6E

YTL AI Cloud to deploy advanced supercomputer, powered by Nvidia
https://thesun.my/local_news/ytl-ai-cloud-to-deploy-advanced-supercomputer-powered-by-nvidia-PC12232386

Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’
https://www.cnbc.com/2024/03/18/nvidia-announces-gb200-blackwell-ai-chip-launching-later-this-year.html

NVIDIA Corporation ⬆859.64 +7.31 (+0.86%)

MoneyLion’s Co-founder Foong Chee Mun Apointed CPO at YTL-SEA Digital Bank
https://fintechnews.my/42271/virtual-banking/moneylions-co-founder-foong-chee-mun-apointed-cpo-at-ytl-sea-digital-bank/

YTL Corp's net profit jumps to RM589.22mil in 2Q
https://www.thestar.com.my/business/business-news/2024/02/22/ytl-corp039s-net-profit-jumps-to-rm58922mil-in-2q
https://www.nst.com.my/business/corporate/2024/02/1016542/ytls-earnings-surge-more-five-times-rm58922mil-q2

Turn green today

https://www.sinchew.com.my/news/20240205/finance/5372225

取之于社会,用之于社会.

柔佛苏丹拟重启隆新高铁
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%9F%94%E4%BD%9B%E8%8B%8F%E4%B8%B9%E6%8B%9F%E9%87%8D%E5%90%AF%E9%9A%86%E6%96%B0%E9%AB%98%E9%93%81

Dec 18 ,YTL Corp, YTL Power International join KLCI constituents
https://www.thestar.com.my/business/business-news/2023/11/30/ytl-corp-ytl-power-international-join-klci-constituents

Update (7:18 PM, 8 December 2023): It turns out that the rumour was indeed true.
https://www.lowyat.net/2023/312515/nvidia-rumoured-to-be-working-with-ytl-to-build-datacentre-in-malaysia/

Dialog, Westports Replaced by YTL Power, YTL in Malaysia's KLCI Index
https://www.marketwatch.com/story/dialog-westports-replaced-by-ytl-power-ytl-in-malaysia-s-klci-index-9fbd9906

各项业务皆大放异彩 杨忠礼机构净利翻13倍
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%90%84%E9%A1%B9%E4%B8%9A%E5%8A%A1%E7%9A%86%E5%A4%A7%E6%94%BE%E5%BC%82%E5%BD%A9-%E6%9D%A8%E5%BF%A0%E7%A4%BC%E6%9C%BA%E6%9E%84%E5%87%80%E5%88%A9%E7%BF%BB13%E5%80%8D

YTL Power is ranked 22rd and YTL Corp is 24th on Bursa Malaysia,

杨忠礼与杨忠礼电力-有望跻入综指成分股
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%9D%A8%E5%BF%A0%E7%A4%BC%E4%B8%8E%E6%9D%A8%E5%BF%A0%E7%A4%BC%E7%94%B5%E5%8A%9B-%E6%9C%89%E6%9C%9B%E8%B7%BB%E5%85%A5%E7%BB%BC%E6%8C%87%E6%88%90%E5%88%86%E8%82%A1

From CIMB Analysts :
YTL Corporation - Morphing into a large cap infra proxy
We reiterate our Add call, raise FY24-26F EPS by 37-58% and lift our TP to RM1.91 (20% discount to SOP). We believe YTL’s twin growth engines of construction and cement make it a fitting large cap infrastructure proxy for Malaysian infrastructure. YTL Land said it will step up its launches in Sentul to tie in with MRT 3 rollout.
YTL Power International - All-time high net profit
YTLP reported an all-time high normalised net profit of RM1.8bn for FY23, which was up 4x yoy and beat ours and consensus’ forecasts by 35-41%. This was driven mainly by significant improvement in profitability at Power Seraya on the back of the supply-demand tightness in Singapore. We reiterate our Add rating with a higher SOP-based TP of RM2.40.

YTL Corp posts stellar FY23 results
https://www.thestar.com.my/business/business-news/2023/08/24/ytl-corp-posts-stellar-fy23-results

YTL Head Francis Yeoh And His Family Charge Ahead With Growing Their Data Center Business To Future-Proof The 68-Year-Old Infrastructure Conglomerate. Will Their Bet On Solar Powered Parks Pay Off?
https://www.forbes.com/sites/jessicatan/2023/08/13/ytl-head-francis-yeoh-and-his-family-charge-ahead-with-growing-their-data-center-business-to-future-proof-the-68-year-old-infrastructure-conglomerate-will-their-bet-on-solar-powered-parks-pay-off/?sh=4db7281e5390

安华8·11槟城会王毅
https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E5%AE%89%E5%8D%8E8%C2%B711%E6%A7%9F%E5%9F%8E%E4%BC%9A%E7%8E%8B%E6%AF%85

隆新高铁将“复活”-分析员杨忠礼机构希望大
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%9C%80%E7%83%ADnow/%E3%80%90%E8%B4%A2%E7%BB%8F%E6%9C%80%E7%83%ADnow%E3%80%917%E6%9C%8828%E6%97%A5%EF%BD%9C%E9%9A%86%E6%96%B0%E9%AB%98%E9%93%81%E5%B0%86%E2%80%9C%E5%A4%8D%E6%B4%BB%E2%80%9D-%E5%88%86%E6%9E%90%E5%91%98%E6%9D%A8%E5%BF%A0%E7%A4%BC%E6%9C%BA%E6%9E%84%E5%B8%8C%E6%9C%9B%E5%A4%A7

YTL planned to create recharge hubs in the Klang Valley initially for electric vehicles, thus becoming one of the earliest movers in the potentially lucrative charging business.

"Right now, you mostly see charging points in selected shopping malls. The group wants to create something bigger, like a petrol station concept but with rechargeable cars. It wants to move in fast so that it can be a pioneer and market leader,"
December 6, 2022 https://www.nst.com.my/business/2022/12/858142/ytl-rock-digitalisation-targeting-electrification-and-data-mining

5财团拟竞标隆新高铁洽谈引进中国日本伙伴
https://www.sinchew.com.my/20230506/%e9%9a%86%e6%96%b0%e9%ab%98/

Net Profit -3,303,063,000

陆兆福进一步讨论合作-中国对隆新高铁感兴趣
https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E9%99%86%E5%85%86%E7%A6%8F%E8%BF%9B%E4%B8%80%E6%AD%A5%E8%AE%A8%E8%AE%BA%E5%90%88%E4%BD%9C-%E4%B8%AD%E5%9B%BD%E5%AF%B9%E9%9A%86%E6%96%B0%E9%AB%98%E9%93%81%E6%84%9F%E5%85%B4%E8%B6%A3

YTLPOWR Top Shareholders
YTL CORPORATION BERHAD 48.98%

Subsea7 wins new PLSV contract with Petrobras offshore Brazil
... favour the contracting of a trio of PLSVs submitted by Sapura Navegacao — a 50:50 joint venture between Seadrill and Sapura Energy.

Flagship heavy-lift vessel back in the game after 2020 boom collapse incident
https://www.upstreamonline.com/rigs-and-vessels/flagship-heavy-lift-vessel-back-in-the-game-after-2020-boom-collapse-incident/2-1-1406597

Saudi Aramco cooks up contracts feast for giant offshore fields
... Italy's Saipem, Malaysia's Sapura Energy, China's Offshore Oil ... and a grouping of Technip Energies and Malaysia Marine & Heavy.

Floating Production Storage and Offloading (FPSO) Market is Anticipated to Surpass a Revenue of USD 15.4 Billion by Growing at a CAGR of 12.3% During 2022-2028; Growing Need for Energy and Fuel to Elevate Market Growth – SkyQuest
https://www.globenewswire.com/news-release/2023/02/15/2608831/0/en/Floating-Production-Storage-and-Offloading-FPSO-Market-is-Anticipated-to-Surpass-a-Revenue-of-USD-15-4-Billion-by-Growing-at-a-CAGR-of-12-3-During-2022-2028-Growing-Need-for-Energy.html

2024年石油危机恐再现-油价或重返百美元时代
https://www.chinapress.com.my/20230207/2024%e5%b9%b4%e7%9f%b3%e6%b2%b9%e5%8d%b1%e6%9c%ba%e6%81%90%e5%86%8d%e7%8e%b0-%e6%b2%b9%e4%bb%b7%e6%88%96%e9%87%8d%e8%bf%94%e7%99%be%e7%be%8e%e5%85%83%e6%97%b6%e4%bb%a3/

Korean Oil & Gas Company Gives Employees 120 Months of Bonus for 2022
https://worldofbuzz.com/korean-oil-gas-company-gives-employees-120-months-of-bonus-for-2022/

Land deals in Bukit Bintang climbed from RM200 to RM7,000 psf over a 23-year span
https://www.nst.com.my/property/2022/12/862983/land-deals-bukit-bintang-climbed-rm200-rm7000-psf-over-23-year-span

Upbeat outlook on O&G sector
https://www.thestar.com.my/business/business-news/2022/12/21/upbeat-outlook-on-og-sector

隆新高铁-有望翻生
https://www.chinapress.com.my/20221128/%e6%96%b0%e5%9b%bd%e5%ad%a6%e8%80%85%ef%bc%9a%e5%ae%89%e5%8d%8e%e4%bb%bb%e7%9b%b8-%e9%9a%86%e6%96%b0%e9%ab%98%e9%93%81-%e6%9c%89%e6%9c%9b%e7%bf%bb%e7%94%9f/

YTL Corp registers RM36.6mil net profit in 1Q
https://www.thestar.com.my/business/business-news/2022/11/24/ytl-corp-registers-rm366mil-net-profit-in-1q

YES launches flagship experience store with free 5G wifi
https://www.theedgemarkets.com/article/yes-launches-flagship-experience-store-free-5g-wifi

1 USD = 4.70121 MYR

RHB IB stays Overweight on building materials, Press Metal top pick
https://www.theedgemarkets.com/article/rhb-ib-stays-overweight-building-materials-press-metal-top-pick

需求前景恶化-国际油价连跌3日
https://www.chinapress.com.my/20221013/%e9%9c%80%e6%b1%82%e5%89%8d%e6%99%af%e6%81%b6%e5%8c%96-%e5%9b%bd%e9%99%85%e6%b2%b9%e4%bb%b7%e8%bf%9e%e8%b7%8c3%e6%97%a5/

Four Malaysian telco firms agree to take stakes in govt 5G agency
https://finance.yahoo.com/news/four-malaysian-telco-firms-agree-130422512.html

TM、Celcom、DIGI 同意入股DNB
另一家将会入股DNB的电信商，是杨忠礼机构（YTL，4677，主板公用事业股）旗下的Yes。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%905g%E3%80%91tm%E3%80%81celcom%E3%80%81digi-%E5%90%8C%E6%84%8F%E5%85%A5%E8%82%A1dnb

Budget 2023: DNB to spend RM1.3 billion to achieve 70% 5G population coverage
https://soyacincau.com/2022/10/07/budget-2023-digital-nasional-berhad-5g-rm1-3-billion-70-pct-coverage/

Sapura Energy 1HFY1/23 in the red, Maybank sees better value elsewhere
https://themalaysianreserve.com/2022/10/04/sapura-energy-1hfy1-23-in-the-red-maybank-sees-better-value-elsewhere/

Sapura Energy 1HFY1/23 in the red, Maybank sees better value elsewhere
https://themalaysianreserve.com/2022/10/04/sapura-energy-1hfy1-23-in-the-red-maybank-sees-better-value-elsewhere/

EMPLOYEES PROVIDENT FUND BOARD
Acquired 10,233,800 shares
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3297253

EMPLOYEES PROVIDENT FUND BOARD
Acquired 3,000,000 shares
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3296924

Oil prices inch higher ahead of OPEC+ meeting to discuss supply cuts
https://www.theedgemarkets.com/article/oil-prices-inch-higher-ahead-opec-meeting-discuss-supply-cuts