Forcast EPS FY2023 14.6 sens
DY 5%, 7 sens dividend.

https://www.sinchew.com.my/20230530/%e7%8b%ae%e5%9f%8e%e6%b0%94%e8%b1%a1%e7%bd%b2%ef%bc%9a6%e6%9c%88%e8%87%b310%e6%9c%88%e5%a4%a9%e6%b0%94%e6%96%99%e6%9b%b4%e7%83%ad-%e5%a2%9e%e5%8a%a0%e8%b7%a8%e5%a2%83%e7%83%9f%e9%9c%be%e9%a3%8e/

更炎热的天气，有70%的几率将在第三季袭击新加坡。这将进一步推高新加坡的用电量。
YTLP的未来一年的盈利，还是可期。

@WWCD1688 STILL CAN BUY?

My answer is: Why not?
My latest top up price is Rm1.33, adding 10% shares to the stack.
And my entry price is Rm1.51.
Im still live in the penthouse, if exclude the dividend received and shares given.

Based on the latest research, market seems like giving YTLP 10 P/E.

Can't imagine i top up with price 1.33...
i think i must be mad.

@dragon328
SEA has a 60% stake in the digital bank JV while YTLP has 40%,

Im not sure, really hope so.

Didn‘’t expected today YTLP still got power like last friday.

What is the fair price? Hmm...

RM2, bro.

No doubt, SEA Group is a capable partner. What i am concern is who will lead this digital bank.
From the news i had read before, seems like YTLP has strong desire to be the boss instead of become second man.
i have no query if Sea become the leader of the digital bank.

I really appreciate your articles and help me hold YTLP shares tightly until now. Thanks bro.

https://juristech.net/juristech/are-digital-banks-profitable/

我一路来都悲观认为，YTLP将来的数码银行，将会是第二个YES。
一个YES已经够力了，再加上另一个数码银行坑。。。
希望YTLP的数码银行越迟启动越好。

假如YTLP大马部门的能力，有A Capital团队的实力，我举手举脚赞成快快开启数码银行。
可惜，YTLP大马部门的能力，有目共睹的。。。

下一季的报告继续值得期待。
1. 新加坡的贡献还会持续，因为有电力供应商和政府是有短合约的，加上炎热气候、新加坡经济不错、马币继续跌、电子车充电站的建造和启用、大马出口再生能源。希望约旦的启动费不会太昂贵（应该会不少，因为累积了大约两年。约旦发电站一路来都有运作，不过由于官司因素，收入只一点点）。不过，既然提到启动费，表示在暂时的亏损之后，就是盈利的贡献。
2. 英国的收费调整是从今年4月开始，所以，下一季应该会由亏转盈。
3. YES的亏损，一季100M绝对不会是顶限。YES在亏钱上，非常专业。如果你留意过去YES部分的财报，你就会发现他们很会拿捏亏损的程度。当YTLP赚多的时候，YES就亏多。当YTLP赚少的时候，YES就很奇妙地，既然亏少了。可以说，YES的财报很精明。
4. 数据中心会继续烧钱，还要再烧三季。

Target price of RM2.05.

Long way to go.
Anyway, huat ah.

RHB research
We are also guided that the 45%-owned oil shale plant in Jordan has commissioned its first turbine but could incur start-up losses.

Let's pengsan together.
Wondering, why only 2.5 sen, so KS one.

Please give us more dividend... nowadays life is so difficult. Susah cari makan o

UK economy shows signs of recovery despite inflation's drag
https://www.reuters.com/world/uk/britains-economy-grows-fastest-pace-year-pmi-2023-04-21/

英国经济有复苏的趋势。

马币兑英镑，1Q23，跌了不少。
马币兑新币，1Q23，也跌了一些。

约旦的第一次贡献，应该不远了。

https://www.thestar.com.my/business/business-news/2023/04/19/ytl-power-to-see-solid-earnings-in-fy23

The 45%-owned Jordan plant’s commissioning is now complete, pending final certification.
From latest RHB research.

呵呵，RHB的TP这么快又再次上调。看来来自约旦的惊喜不远了哦。

忍住不卖，一个股也不卖。

终于摆脱仙股了。
太感动了。。。虽然还是住高楼。

若2023 只有8.6仙，表示2023财政年的下半年盈利不会有惊喜，反而可能有一点惊吓。

马银行投行对杨忠礼电力未来的每股盈利的预计：
2023 8.6仙
2024 10.3仙
2025 10.8仙

数据中心，于2024年第一季有能力提供每股5仙的盈利。应该是一次过的数据中心的转手。

https://www.sinchew.com.my/20230407/%E4%B8%9A%E5%8A%A1%E6%BD%9C%E8%83%BD%E5%A4%A7-%E6%9D%A8%E5%BF%A0%E7%A4%BC%E7%94%B5%E5%8A%9B%E8%B4%A2%E6%B5%8B%E4%B8%8A%E8%B0%83/

这个季度报告的看点之一，就是约旦的情况，应该可以有进一步明朗化的资讯。
期待开始有不错的收入。

由于电讯公司的竞争强烈，YES来季的报告应该不会好看。每季每股1仙的亏损，应该是跑不掉的了。

英国的行情，目前有从低谷往上爬的趋势，希望英国的业绩没有惊吓。
英镑兑马币从2月初的低谷1：5.13，已经来到目前1：5.48。
股价要进一步提上，非常需要英国业务的贡献。

市场是不是打算给YTLP 6%的DY了吗？
假若股息是3+3，等于6仙，6%的DY会让股价去到一块。
目前股价已经接近一块，快要摆脱仙股的行列。

knock knock on 90c...

finally, got the dividend for my nominee account.

Law360 (March 24, 2023, 4:29 PM EDT) -- A Malaysian company was denied tax relief on the sale of its stake in an Australian power transmission operator because its challenge was improper and unlikely to succeed, the Federal Court of Australia ruled Friday.

Big possibility yes. But im not sure about it, because the news is restricted for me to read the remaining contain. That's all the info i can read. Sayang the application is failed.

看来应该被课了不少的税。

Malaysian Co. Loses Australian Capital Gains Tax Relief

不能看此报道的详细内容，只能看部分内容，因为需要付费才能看详细内容。

很可能是上个星期股价被拉升的原因吧。

YTL Power Investments Ltd.'s application seeking capital gains tax relief from the Australian government failed to raise a proper argument for the court to consider and would stand little chance of succeeding, according to the order granting the government's request to dismiss the case.

私有化，机会非常非常低，RM1.35是不可能的啦。
按照杨家的pattern，要私有化，早在5毛6毛就可以进行了。
杨家是不会等到今天八毛半才来私有化，更不会抬高价钱到RM1.35来私有化。

马国的Agong讲话啦，Agong都希望马国和新加坡好好合作做生意，特别是数码经济、绿色经济以及粮食安全。
https://www.chinapress.com.my/?p=3355417

Walau，傻眼。短短几分钟就从0.90打到0.845，假如是EPF，那也太牛了。

不是吧，不是吧。九毛咯。EPF不是卖着吗？股价干嘛还高升？

总结：
新加坡业务：盈利进一步扩大的可能性不高，似乎目前已经是极限。除非有新的开源管道投入服务，或马币继续贬值。
英国业务：亏损会不会进一步扩大？非常有可能。因为英国整体经济持续下滑。
印尼发电业务：稳当
数位中心：稳当。目前没有增加盈利的管道，要到2024年年头。
约旦发电业务：非常神秘。也不懂官司了结了没。能确定的是，打从去年年尾，约旦电商开始向发电厂买了一些的电了。
电讯商：。。。

一般上，
利好，企业盈利提升少。
利坏时期，企业盈利严重下跌。
这不是一个好讯号。

2015-2016，企业税是20%
2017-2022，企业税是19%

当企业税不断降低的时期，似乎对Wessex的盈利扶持不大。
但是，当企业税的提升，对Wessex的盈利带来强大的冲击的时候，似乎在表示，Wessex能带来强大盈利的可能性越来越低。

英国企业税，确认回升至25%。
这只是回到2011-2012年的水平。
原来，这国家的企业税，曾经是超过50%，那是1980年代的记录。
之后一路降，最低达19%。

新加坡的绿色电力的收购价，远比大马的绿色电力批发价，来得更高很多。
看来，若成功得标，确实有利可图，就算不用自己的太能能发电厂的电。

看来新加坡的电供，可能会进一步吃紧。

政府检讨再生能源出口禁令-杨忠礼电力受惠大
取自：星洲日报

https://www.sinchew.com.my/20230310/%e6%94%bf%e5%ba%9c%e6%a3%80%e8%ae%a8%e5%86%8d%e7%94%9f%e8%83%bd%e6%ba%90%e5%87%ba%e5%8f%a3%e7%a6%81%e4%bb%a4-%e6%9d%a8%e5%bf%a0%e7%a4%bc%e7%94%b5%e5%8a%9b%e5%8f%97%e6%83%a0%e5%a4%a7/

No matter how YTLP manage their Kulai 500mw power usage, as long as the power generated is fully utilize.

As a businessman, it is good for PowerSeraya to gain extra profit even the profit margin is tiny. I treat this as extra income, or extra bonus.

According to YTLP business pattern, big possibility for YTLP to have their own solar power station beside the Kulai, if they are awarded more export contract.

It is a very good sign that the government is willing to help local company to do business with Singapore. I really don’t know why the ex-government BAN the RE to export, its limit YTLP to export more.

Hopefully Power Seraya will be awarded more and more.

3800MW remaining, big cake.

If PowerSeraya is selected, cant imagine the profit will gain in future.

What a coincidence Malaysia government decide to review the BAN of RE export.

Seems like PowerSeraya will be selected as one of the importer.

SINGAPORE: Singapore expects to grant its first conditional approval for proposals to import low-carbon electricity “soon”, said Second Minister for Trade and Industry Tan See Leng on Tuesday (Feb 28).

More than 20 proposals have been received under the Energy Market Authority’s (EMA) requests for proposals issued in 2021 and 2022. These are part of Singapore’s plans to import up to 4 gigawatts of low-carbon electricity by 2035.

https://www.channelnewsasia.com/singapore/singapore-import-low-carbon-electricity-conditional-approval-3311031