https://www.thestar.com.my/business/business-news/2022/06/07/tuaspring-acquisition-a-timely-addition-for-ytl

Yes Infinite Plan Promises Unlimited Access Without FUP: Starts At RM58 Per Month
https://www.lowyat.net/2022/274584/yes-infinite-5g-no-fup-unlimited/

Yes 5G for All 超值配套5G智能手機大贈送！
https://guangming.com.my/yes-5g-for-all-%E8%B6%85%E5%80%BC%E9%85%8D%E5%A5%975g%E6%99%BA%E8%83%BD%E6%89%8B%E6%A9%9F%E5%A4%A7%E8%B4%88%E9%80%81%EF%BC%81

5. After refer to Time dotCom QR, seems like the Data Centre can contribute good net profit. Good move for YTLP to involving in Data Centre service. 两三年后，有望成为盈利推动器。希望能竞争得过其他人。

6. YES telco…nothing to say, even with 5G. 若有强者入驻，就有希望。

7. The digital bank license. Can put your hope on the Singapore partner.

8. The project known as Tanjung Jati ‘A’ Coal Fired Independent Power Project (''Project'') will be located at Cirebon, West Jawa, Indonesia. This is the second power plant proposed by YTLP in Indonesia. With the moving capital from Jawa to Kalimantan, the electric need will be lesser. The need of this power plant maybe effected. The kick start of this project is still pending.

1. The disposal of ElectraNet, can get lots of cash, BUT the profit contribute from this asset, if any, also gone. This will effect the total net profit.

2. The England is suffering high inflation（4月年通膨率攀抵40年高点，显示英国生活成本飙涨的危机进一步恶化）https://www.rfi.fr/cn/%E8%8B%B1%E5%9B%BD%E9%80%9A%E8%86%A8%E6%94%80%E6%8A%B540%E5%B9%B4%E9%AB%98%E7%82%B9 The England economic is getting weaker. Wessex Water will hardly contribute higher net profit.

3. The Singapore economic is healthy and remain strong, Power Seraya got higher possibility contribute higher net profit. 盈利非常非常不稳定。

4. The Jordan government is striving to sell off as much as electric supply (Jordan to double amount of electricity exported to Palestine — Energy minister). And Jordan economic keep recovering. This will make the Attarat power plant more easier to be accepted by the Jordan government. 是喝粥还是吃饭，就看你的了。

Will another 5 sens of dividend is too good to be true?

Actually the disposal of ElectraNet can generate total CASH of RM3.1bil, based on the total selling price. BUT 3rd QR only revealed part of the CASH. Hopefully the remaining portion, if any, will be shown in the 4th QR,. If this is true, another 5 sens as Final Dividend will be possible, and make a total of 7 sens. That why i said im satisfied the 2 sens dividend before.

Again，congrats to YES for off set the contribution from England. YES is really good for dragging the others.

YES is really impressed me for losing nearly RM ONE million per DAY. How can it be? Really no shame / no pressure at all sending this kind of financial result to BOARD? This YES remind me about Proton（before sell half of the share to Chine tycoon）, Mas airline....

Those board members are ONE family, so still can keep pumping money in YES years after years.

Anyway, 2 cents of dividend is good for me. Thank you YTLP.

Im pretty sure, if YTLP sell YES away or close YES business down, the share price will shoot up. No need for Malaysian for another telco like YES. No need for YTLP owning his own telco even with the digital bank license.

Seems like im not alone who lose BIG money in this counter.

Some points to look for the coming QR
1. How much profit could generate from the Singapore 12.5MW DC. Imagine what if the total DC come to 252.5MW in 2024.
2. How much YES could benefit from the launching of 5g. The free access to 5g is extended to June. Actually YES benefit a lot through its partner Shopee.
3. Is there any interim dividend announce.
4. Will the EPS been improved? How far will be this improvement, or getting worse.

Something not usual happen to YTLP.
1. listed as top 2 most active counter before.
2. Daily Trading Volume is higher than before.
3. The news/research is keep coming up.
4. conclusion: those big fish is preparing to goreng this counter.

haha, i just found out im holding this counter longer than i thought. My average price is RM 1.47...*&%￥#@

Hopefully the coming QR, YES can made some profit with 5g is on high demand.

By the way, im holding YTLP since 2017.

About Data Center

YTL Power International Bhd has completed the acquisition of Dodid Pte Ltd, the owner of a 12.5 megawatt (MW) tier-three data centre in Singapore.
https://www.theedgemarkets.com/article/ytl-power-acquires-125mw-green-hyperscale-data-centre-singapore

Purchase price remain unknown...so P&C one...huh

Seems like DC can contribute meaningful revenue contribution from 50MW DC. Reference from TIME DotCom.
“We expect meaningful revenue contribution from the second Cyberjaya facility in 2022. The site is ultimately scalable to 50 megawatts, and there is thus ample scope for further growth,” the research outfit said.
https://themalaysianreserve.com/2022/01/21/times-data-centre-expected-to-increase-its-revenue/

Malaysia data center market size is expected to grow at a CAGR of over 7% during the period 2020−2026.
https://www.prnewswire.com/news-releases/malaysia-data-center-market-size-to-reach-revenues-of-usd-1-4-billion-by-2026--arizton-301299041.html

Conclusion: YTL Power had done a good move by investing in DC with coming soon 240MW DC (2024).

List of YTL board of director.
https://www.marketscreener.com/quote/stock/YTL-CORPORATION-BERHAD-6491348/company/

List of YTL Power board of director. https://www.ytlpowerinternational.com/about_us/bod_profile.asp?catName=about_us

Why stay away from YTL? Because YTL not striving to create profit for share holder, BUT they tend to MAINTAIN Yeoh’s Family own luxury life style. These Yeoh can’t generate profit more than their luxury salary. Yeo need PARTNER to run their business. 肥水不流外人田。Yeoh claim director salary twice.

so, stay away from YTL

Yeoh not capable to establish new business that makes profit. For example, YES telco. Im really sad with YES telco. Even with the contract with BN government, YES telco still keep losing BIG money for decade. Other major telco make BIG profit, even minor telco likes Tunetalk, Redone, Umobile make profit too. ONLY YES telco, still keep pumping money/milk from mother like an ungrown BABY.

YTL actually not bad, BUT the other stock perform much more better.

“People are valuing our company in terms of dividends but our company holds a fair share of regulated assets. “There is a lack of understanding on how these assets should be valued,” group managing director Datuk Yeoh Seok Hong tells StarBizWeek.
https://www.thestar.com.my/business/business-news/2022/03/12/ytl-power-says-its-shares-are-undervalued

if im tauke of this company (with luxury director income), I would said the same point as Yeoh said. BUT im only minor share holder, dividends is my main and only income, why I should care about “how these assets should be valued”? I didn’t received DIRECTOR salary, BUT Yeoh family do.

“我们预计大部分数字银行，在营运的首2至3年都将蒙受亏损。”

然而，当地两家数字银行领头羊，即由渣打银行主导的Mox银行，和众安银行（ZA Bank），目前都预计需等到2024年才能盈利。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%88%86%E6%9E%90%E5%91%98%E9%A6%963%E5%B9%B4%E6%96%99%E8%92%99%E4%BA%8F-%E6%95%B0%E5%AD%97%E9%93%B6%E8%A1%8C%E7%9F%AD%E6%9C%9F%E9%9A%BE%E8%B5%9A%E9%92%B1?utm_source=dable

Let‘s talk about the digital banking.

1. The fund required to run this digital banking business doesn’t cause any problem to YTL Power.
The initial capital investment for Malaysia’s new digital banking licence is around RM100 million (unimpaired by losses) during the “foundational phase” of three to five years and by the end of five years, the consortium needs to achieve a minimum amount of capital funds of RM300 million (unimpaired by losses).
Wong noted that YTLP can easily fund the capital requirement (for its shareholding portion) with the recently completed RM3 billion cash proceeds from the disposal of ElectraNet Pte Ltd.
https://themalaysianreserve.com/2022/05/06/hlib-positive-on-ytl-powers-digital-banking-foray/


2. The market is there.
noting that around 55 per cent of Malaysians are unbanked or underbanked, representing a market size of 11 million people.
https://www.businesstimes.com.sg/asean-business/grab-may-have-advantage-over-other-players-in-malaysia-digital-bank-space-maybank


3. Profitable is achievable within 2-5 years.
2years example: Kakao Bank, which was listed in South Korea in August 2021, became profitable in 2019 after less than two years in operation.
https://www.thestar.com.my/business/business-news/2022/05/02/digital-banks-have-much-to-do
5years example: Estimate for hong kong digital bank will make profit after 5 years in 2024. I cant find the sources.


4. Unlikely to see material contributions from their digital banking units in the initial years.
https://www.businesstimes.com.sg/asean-business/axiata-ytl-unlikely-to-see-material-contributions-from-digital-banks-in-near-term

IF the court case for ATTARAT is ended and the decision is positive to APCO, RM
1 will not be a sweet dream anymore.

BUT, things are different in Malaysia. The need of digital bank is quite high. Quite a lot of Malaysian is un-served by traditional bank.

If you see the Ah Long business, you can feel that the lending need is huge.

when things go online, it will need a place to store those data.Shopee is consume lots of data storage.

If bank goes in digital mode, it require tons of storage to ensure the operation can run smoothly. Im guessing, the latest 168MW DC is purposely made for digital bank.

168MW is super super super big DC.
if this DC is reserve for digital bank, means that, Sea and YTL Digital will put very big effort to run this digital bank business.

Not like Singapore, although the digital bank license had been awarded, but all 4 license holder still no doing anything yet, its mainly because the traditional bank already serve most the Singaporeans banking need.

These are few puzzles recently post up.
Building own DC
Digital bank license
YES 5G
Disposal of the Electranet
Building Solar power plant in Johor to supply power to DC

When these puzzles put together, you will see the whole picture.

KUALA LUMPUR: YTL Power International Bhd, the country's first independent power producer, has partnered with GDS Holdings Ltd to co-develop 168 megawatts (MW) of data centre capacity at the upcoming YTL Green Data Centre Park in Johor.

YTL Power's Singapore-based subsidiary YTL Data Center Holdings Pte Ltd is building the 500 MW solar-powered data centre park in Johor's Iskandar region, which will include over 535,000 square feet of purpose-built data centre space.

GDS operates high-performance data centres in China.

Both parties signed an agreement yesterday to collaborate on the development of 168MW of data centre capacity across eight individual data centre facilities at the data centre park.

Separate from the co-development with GDS, the construction of 72MW of capacity for other hyperscale customers have already begun on site.

ytl build TWO data centre.
First, 72MW. This one, the construction progress already kick off.

Second one is announced today, 168MW, partnership with DC builder from China. They just sign the agreement yesterday.

Why building these data centre in hurry? 72+168=240MW out of 500MW.

Maybe reserve for digital banking...
https://www.theedgemarkets.com/article/rhbaxiata-grab-sunway-ytl-tipped-digital-banking-licence

KUALA LUMPUR: YTL Power International Bhd, the country's first independent power producer, has partnered with GDS Holdings Ltd to co-develop 168 megawatts (MW) of data centre capacity at the upcoming YTL Green Data Centre Park in Johor.
https://www.nst.com.my/business/2022/04/792502/ytl-power-build-data-centre-johor-gds

The Jordan economy seems so far so good, the government debt is decreasing. Hopefully the government will help to pay the NEPCO debt.

https://countrymeters.info/cn/Jordan/economy

Hope that this meter is accurate

NEPCO is Jordan power company, own by government.
NEPCO debts is increasing especially these few years.
ATTARAT will cause more debt if launching, that way NEPCO bring ATTARAT to court case.

Now, NEPCO debts will transfer to government.
https://www.jordannews.jo/Section-109/News/NEPCO-s-debts-to-be-transferred-to-gov-t-energy-minister-13510

New electricity tariff to take effect as of April 1
https://www.zawya.com/en/business/energy/new-electricity-tariff-to-take-effect-as-of-april-1-emrc-m35x3rax

YTLP，at the moment, very very very rely on ATTARAT project to boost its EPS. If not, the EPS will remain same level for coming few years.

If I not wrong guessing, the price surge last week, mainly because of the positive news I post before.

So, the final decision of the court case, will determine the stock price.

Lari as FAST as you can

Positive news.

https://www.jordannews.jo/Section-106/Features/Attarat-grave-deception-case-still-ongoing-prospects-not-good-for-NEPCO-15291

Bad start means another bad FY, even worse than 2018. 没有最低，只有更低。Though FY19 will be better, but it doesn't. Feel like been cheated. Hopeless...

this stock profit much depend on UK business, the fluctuation of UK currency will determine this stock price.

The Ultimate Comparison (as of 21 Sept 2018): Which Electricity Retailer Is The Cheapest In Singapore? (Updated with the latest Electricity Tariff)

There are a total of 12 players and 3 most distinct types of price plans available.
New players in the residential market, SingNet, Union Power and Environmental Solutions have yet to release their plans.

For Fixed Price Plan:
Best Electricity is the cheapest for 6 months.
Sembcorp Power and Keppel Electric is the cheapest for a 1-year contract.
Geneco is the cheapest for a 2-year contract.
Tuas Power is the only one with a 3-years contract plan.
Ohm Electricity has a No Contract Plan for this category.

For Discount Off Tariff Plan:
Geneco has the cheapest 6 months contract plan.
Ohm Electricity is the cheapest when it comes to 1-year contract.
Sembcorp Power is the cheapest for a 2 years contract.

For peak and off-peak plans:
PacificLight has the cheapest peak hours usage rate.
Geneco and Keppel Electricity are the cheapest for off-peak rates.

https://blog.seedly.sg/electricity-retailer-comparison-cheapest-in-sin...

Seraya is contest with the New Brand Name which is GENECO. Geneco offer very competitive price and package.

xian... need to wait for another 1-8 months for Singapore electricity market to be fully liberalised. 4 phase to go. The Final countdown will be on 1/5/19.

电力市场11月1日起逐步全面开放

从11月1日起，全岛电力市场将逐步全面开放。届时约130万个家庭和6万7000个小型商业电力账户，除了可继续向新加坡能源集团买电外，也可自行向另12家电力零售商购买最符合个人与住家需求的电力配套。

随着裕廊区一带的电力市场已在今年4月率先开放，能源市场管理局也根据邮区号将岛国其他地区划分成四大区块，并会从11月起至明年5月，分四个阶段逐步开放这些地区的电力市场。每个区块平均有约35万名账户。

包括蔡厝港、兀兰等在内的西北部居民可从11月1日起开始自由购电；榜鹅、盛港等地区的东北部居民可在明年1月1日行动；淡滨尼等东部地区的居民得等到明年3月1日；而大巴窑、中峇鲁这一带的中南部地区居民则得待明年5月1日时才可自由选择电力零售商。

能源市场管理局局长严世俊今早在记者会上透露，今年4月率先在裕廊区一带开放电力市场的计划相当成功，过去5个月，共有超过三成的裕廊区居民，选择转向电力零售商购买电力配套，平均每月得以在受管制价格基础上节省约两成的电费。

https://www.zaobao.com.sg/realtime/singapore/story20180921-893052

Hyflux asset is include power plant segment which cause negative in their overall income, and seems to be a burden. BUT, seawater desalination is profitable.

Seraya is in the progress of diversifying their business in Singapore, which include seawater desalination service too and oil tanks service.

Hahaha,

Opened market let those electric retailer like Seraya have the opportunity to enter the market once monopoly by SP group, NOT Seraya.

Hopefully the open electricity market will begin on 1/10/2018.


https://www.ema.gov.sg/Electricity_Market_Liberalisation.aspx
EMA commenced the soft launch of Open Electricity Market (previously referred to as Full Retail Competition), where households and businesses in Jurong can choose to buy electricity from a retailer at a price plan that best meets their needs from 1 April 2018 onwards. This initiative provides consumers with choice and flexibility in their electricity purchases.

Consumers who wish to continue buying electricity from SP Group at the regulated tariff can choose to do so.

The soft launch of Open Electricity Market will allow EMA, SP Group and electricity retailers to gather feedback and fine-tune processes where necessary, to enhance the consumer experience of buying electricity in a competitive market. This choice and flexibility is expected to be extended to the rest of Singapore from the fourth quarter of 2018.

Maybe the Singapore segment will recover by stronger SGD and the full liberalization of the energy market in Singapore. Since 1/4/2018, resients in Jurong can freely choose their electricity retailers.



FULL ROLL-OUT TO REST OF SINGAPORE

For the rest of Singapore, the full roll-out of the Open Electricity Market is slated for the second half of this year.

Read more at https://www.channelnewsasia.com/news/business/sizzling-competition-encouraging-sign-ups-as-electricity-market-10173394