来临季报有没有可能报出净利730M（约每股9仙）呢？
若有，股价就会去到RM2，全年EPS达至20仙。
5%DY，就能派出10仙的NDPS。减去第三季所派发的2.5仙，余下7.5仙。
至于钱会不会不用来派股息，而用来发展或减轻债务呢？
第一，根据过往长久的派息历史，这公司派息大多数会非常慷慨，就算在公司净利不多的时候，依旧派高息。为何净利不多的时候，依旧有能力派高息呢？原因是：现金雄厚，以及公司有非常严谨/保守的债务管理方针。这排除现金流不足，或被债务拉跨的危机。净利不太充裕的时候，依旧派高息，是排除假账的指标之一哦。
第二，公司的现金储备超级超级雄厚，是让高派息成为可能的。（若全年收20仙EPS，派一个10仙NDPS，百分比也不会高，加上这并没有动到母钱。）
第三，目前新的投资，数据中心，是有贷款的。去年刚刚投入商业活动的新加坡新收购的发电厂的购买资金，也是由出手澳洲产业来拉平。

所以我觉得7.5仙，是可以期待的啦。当然，这只是我个人的一厢情愿，而且过往猜股息的派发总是猜错。
mali mali hom.

新加坡稳定的盈利贡献
英国的水费调整
约旦开启商业收费
加上可期的数据中心以及再生能源。。。不得了。

这么强势的走势，应该会越过CIMB的推测（RM1.70），并迈向HLB的预测（RM2.05）前进。
来临季报的重头戏之一，就是股息。7.5仙是有希望的。mali mali hom.

latest price target is given by Kenanga, which is RM1.85.（提高了不少哦）
We expect 4QFY23 net profit to rise 10%-12% QoQ to RM585m-RM590m（差不多7.3仙）
We also keep our 5.0 sen NDPS forecast unchanged for FY23-FY24F (payout of 26%-30%) as cash is reserved for expansion.（不会吧，这么少，不过有可能咯，大型计划已经在路上了，数字银行，数据中心都是烧钱怪兽）

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=46fead5a5390

@bullrun2025 more and more good news to come

@bullrun2025 i still stick to YTLP 100%.
Nothing change to my portfolio since last switch.
Im just sharing my prediction here.

i think YTLP will not rise much tomorrow. YTL is more political than YTLP.

Rm1.30

拜一会涨回来的，只要州选成绩没有惊吓。
现在跌了一些，好让州选后，能制造大涨的气势。
若现在涨太多，州选后，比较难制造大涨的气势。

@cgtan2020 Sorry boss, im not the kind of investor who able to go into very specific detail and analysis.

What i do know is, if you read through the research done by investment bank or related agency, they seldom mention about USEP, but most of them do mention about the tightness of demand/supply of electricity in Singapore.

@hng33 @dragon328， both of you can have a big impact on the YTLP share price.

新加坡的电供，本来是稳稳妥妥的，demand/supply是健康的。
不过，意想不到的El Niño，让电供意外地吃紧，所以才导致今年1-3月的电费爆高。
所以，PS以及其他电商能获利，主要推手，是El Niño。

为何YTL的CEO放话，未来两年YTL可以豪派9.5c的高股息？
不是因为未来两年的USEP会非常高（这个没有人可以预测的），而是因为未来两年，新加坡的供电会持续吃紧。
加上高气温，让电供更加吃紧。
这也是为什么我们要比较关注，新的发电厂，什么时候会提供服务的主要原因。

电供吃紧，USEP虽不高，不过也可以提高盈利的。

不过，当USEP高，加上电供吃紧，盈利就会非常高。来临的季报，就是这个情况啦。

PS高盈利的关键，是在于电力高需求，导致电供量吃紧。
PS高盈利的关键，是在于电力高需求，导致电供量吃紧。
PS高盈利的关键，是在于电力高需求，导致电供量吃紧。

我个人是不放大USEP的因素，因为2021年，10-12月USEP也是非常的高。2021年，PS并没有高获利。

2022下半年，7-12月，和20231-3月的分别也都差不多一样。但是为何2023 1-3月的盈利会暴涨？电供吃紧咯。

企业绿色电力计划开跑 国能EPCC业者成赢家
（吉隆坡8日讯）能源委员会（EC）昨日向22家太阳能业者，颁发共563.42兆瓦（MW）的“企业绿色电力计划”（CGPP）项目，除了获颁最大份额的国家能源（TENAGA，5347，主板公用事业股），各家投行也看好再生能源的工程服务（EPCC）商成为大赢家之一。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BC%81%E4%B8%9A%E7%BB%BF%E8%89%B2%E7%94%B5%E5%8A%9B%E8%AE%A1%E5%88%92%E5%BC%80%E8%B7%91-%E5%9B%BD%E8%83%BDepcc%E4%B8%9A%E8%80%85%E6%88%90%E8%B5%A2%E5%AE%B6

呵呵，能源委员会没分蛋糕给YTLP，不过YTLP出现在推荐买入的名单内。
懂的都懂。

huat kao lat,
ong lai ong

Superb quarter result is on the way...18 more days to come...

So, now there are 3 600MW new power plant are proposed.
1. Keppel's 600MW hydrogen-fuel ready unit will coming in 2026.
2. Sembcorp Cogen, a wholly owned unit of Sembcorp, 600-megawatt hydrogen-ready power plant. Construction of the centre is expected to commence in the second half of this year, and be fully operational by 2026.
3. another 600MW unit as an open unit solicited by the EMA targeting completion by 2028.

Construction of the centre is expected to commence in the second half of this year, and be fully operational by 2026.

The facility will include a new 600-megawatt hydrogen-ready power plant.

https://www.straitstimes.com/business/sembcorp-to-develop-multi-utilities-centre-on-jurong-island-for-900-million

@dragon328 Thanks for the information.

@dragon328, So, there are two power plants, both are 600MW.

@Creszz Thanks for your TA input. im really not good at TA, my buying and selling timing always bad enough. So, i just keep my stake and wait for dividend.

My next target fall on 1.70, followed by 2.00 and the last one will be 2.20.

Ha, at last, im able to leave this long long stay penthouse, which is Rm 1.50.... My portfolio finally turned green...yeah

Jordan is committed to overpaying for electricity from a Chinese-financed power plant despite the cheap Israeli alternative.

the Chinese boast that the supply of electricity from Attarat’s two units will reach 3.7 billion kilowatt hours, equivalent to 20% of Jordan’s power consumption.

https://en.globes.co.il/en/article-chinas-power-play-pins-down-jordan-1001452225

马伊塔说，自从去年秋天两台发电机组中的第一台投入使用以来，约旦政府只支付了一半的月费。
https://www.voachinese.com/a/new-power-plant-leaves-jordan-in-debt-to-china-20230706/7170283.html

Attarat power plant have 2 units.
First unit already come in line since Oct 2022.
The second one, already been kicked start since May 2023.
Hope that the start up cost for second unit will remain low.

Another down side will be the construction of the Data Center.

@Creszz Ya, 1.70 seems like reachable. RM2.00 is a bit too good to be true.

@ChloeTai The STAR news is telling about rolling out the new stricter requirements to make sure those electricity retailers are financially strong enough to face any challenges. This regulations is made mainly to prevent the issue occur in 2021 will not happen again.

This new regulation will not have any impact to those electricity retailers, especially those retailers with strong cash flow like PowerSeraya.

This news do mention one of the new generation plant with capacity of 600MW, will be ready by END-2027. This is a few years later. Means that the total electric supply will remain tight for coming few years. If the weather remains hot like nowadays, the income for PowerSeraya will remain continuously strong.

I think this is one of the main reason, YTL CEO able to promise YTL will declare 9.5c dividend for FY24 and FY25.

目前的股价，已经达到RHB、Am、Kenanga、Midf等投行的分析水平，正迈向CIMB的预测出发。
预计Q4的EPS会超过4仙，并朝向6仙的方向前进。
至于最终会不会朝向HLB的分析前进，相信在未来两、三个星期，会有比较明确的迹象。

我个人预测，Q4的EPS会史无前例的高（排除一次性收入）。
之后，24年，25年财政年的季报，会平稳在每季6仙。

最近的成交量，应该把EPF的货吃到七七八八了。

Singapore to roll out stricter requirements for electricity retailers to better protect consumers

This comes as six electricity retailers were forced to exit the market in 2021, while two others terminated contracts prematurely, leaving some customers scrambling to find other suppliers.

The facility will have a capacity of at least 600MW – enough to power about 864,000 four-room flats for a year – and will be ready by end-2027.

https://www.thestar.com.my/aseanplus/aseanplus-news/2023/07/31/singapore-to-roll-out-stricter-requirements-for-electricity-retailers-to-better-protect-consumers

距离下一个季报的发布日期，还有一个月。
目前看来，YTLP应该没有什么大动作了。
就静静地等着这没有涟漪的一个月吧。

至于YTL竞标bplant的土地，之前的文告中已经注明，不是为了太阳能发电，而是为了数据中心的预备。所以，YTL会朝向数据中心的方向前进。当然，YTL的数据中心，是以太阳能发电的绿色数据中心，所以所需要的土地也不少。

拟建区域最大太阳能发电厂 大马推国家能源转型路径图

此外，拉菲兹指出，政府与森那美产业（SIMEPROP，5288，主板产业股）合作，在后者的City of Elmina与Bandar Bukit Raja两项大型发展项目中的450间房屋，建造发电产能总共为450兆瓦的屋顶太阳能大殿系统。

除了森那美产业，国家能源（TENAGA，5347，主板公用事业股）和马拉卡（MALAKOF，5264 ，主板公用事业股）也加入首阶段NETR。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%8B%9F%E5%BB%BA%E5%8C%BA%E5%9F%9F%E6%9C%80%E5%A4%A7%E5%A4%AA%E9%98%B3%E8%83%BD%E5%8F%91%E7%94%B5%E5%8E%82-%E5%A4%A7%E9%A9%AC%E6%8E%A8%E5%9B%BD%E5%AE%B6%E8%83%BD%E6%BA%90%E8%BD%AC%E5%9E%8B%E8%B7%AF%E5%BE%84%E5%9B%BE

目前的阶段，暂时没有看到YTL或YTLP的影子。
不过，YTLP所扮演的角色，不在马来西亚，而是在新加坡，透过PowerSeraya来售卖来自马来西亚的再生能源。这也是市场看好YTLP的主要原因。

So, big possibility the latest 1GW will also partnership with PowerSeraya.
Hope that Sarawak will partnership with PowerSeraya too.

@ChloeTai Unfortunately, YTLPOWER got ZERO share. The market didnt aspect YTLP to take part on this. No worry.

The role of YTLP is act as logistic partner to sold those RE import from Peninsular. For example, with the partnership with TNB, PowerSeraya is selling 100MW RE for months. This is a 2 years term contract.

Singapore planned to import a total of 4 GW RE electric.
1GW adopt by Indonesia
1GW adopt by Sarawak
1GW by Australia
and the last GW from Peninsular.

Coming Aug or Sept, government will reveal the details of RE to export.

will be championed by Khazanah Nasional Bhd and carried out through a joint venture between UEM and ITRAMAS.
At 1 gigawatt (GW), this hybrid solar photovoltaic (PV) power plant is the largest of its kind in Southeast Asia.
https://www.nst.com.my/business/2023/07/935497/rafizi-10-wide-ranging-catalytic-initiatives-will-open-rm185-trillion

According to Rafizi, Prime Minister Datuk Seri Anwar Ibrahim is scheduled to launch the "Madani Economy: Empowering the People" framework at the Securities Commission Malaysia headquarters at 9am tomorrow (July 27) while the Economy Ministry will launch the National Energy Transition Roadmap (NETR) Phase 1 in the afternoon.

"We have already obtained an investment of RM25 billion consisting of 10 national level pilot projects
https://www.nst.com.my/news/nation/2023/07/935302/rafizi-madani-economy-framework-national-energy-transition-roadmap-propel

水静鹅飞，波动前的宁静吗？

Still 2 days to go, the price already surge...

Hope that high daily trading volume can eat up all the EPF stake earlier...

@bullrun2025 Link应该没问题。若还是不行，或者可以试一试Google一下：再生能源 星洲日报。
https://www.sinchew.com.my/20230721/%E5%86%8D%E7%94%9F%E8%83%BD%E6%BA%90%E5%95%86%E6%9C%BA%E5%BA%9E%E5%A4%A7-2/

@bullrun2025 i adopt the forecast done by HLB, which is Rm 2.05.

So, now you know the impact from the hike start from 1 April to Wessex, which is around 8.3%.

How much will your water bills go up by in April
https://metro.co.uk/2023/04/01/how-much-water-bills-go-up-in-april-2023-and-how-to-beat-the-rise-2-18535767/

Ramalan: Selepas 3 suku, EPS YTLP teleh mencatat 2.14+2.45+6.41=11 sen.
Jika suku keempat pencapaian adalah seperti beriku:

2.5 sen jadikan kesemua 13.5 sen. Saya teka inilah harga saham diberi kepada YTLP sekarang.

4 sen jadikan kesemua 15 sen. Saya teka ini ramalan dari RHB

6 sen jidikan kesemua 17 sen. Saya teka ini ramalan dari CIMB

9 sen jadikan kesemua 20 sen. Saya teka ini ramalan dari HLB.

Saya setuju dengan ramalan dari HLB……kerana mereka telah mengamal tepat pada suku laporan dahulu. Kemunkinan besar meraka akan mengamal tepat sekali lagi.

Rupa-rupanya ada meraka yang berbahasa kongsikan pandangan mereka di sini. Saya menganggap Laporan suku tahun yang akan datang akan lebih hebat daripada yang dulu. Kerana sebab-sebab berikut:
1. Bidang elektrik. Sumbangan dari Singapore akan lebih hebat. Artikal-artikal yang saya paparkan teleh menunjukkan kegunaan elektrik semakin meningkat mulai Jan hingga Jun walau kegunaan elektrik adalah seperti biasa je. Tambahan pula sumbangan dari Jordan telah dirasmikan mulai 31 May 2023. Tambahan lagi, penukaran mata wang asing tak kira SGD, POUND, USD kian hari kian melemah.

2, Bidang pembekalan air. Mulai 1 april 2023, tarif air di England teleh meningkat sebanyak 7.5%.

3. Bidang pelaburan. Sumbangan atau kerugian tak begitu ketara buat sementara waktu ini.

4. Bidang Komunikasi. YES teleh mencatat kerugian 100m pada laporan suku tahun yang dahulu. Kerugian YES teleh menjadi kebiasaan bagi YTLP.

Kesimpulan, EPS bagi laporan suku yang akan datang, berkemungkinan besar akan lebih hebat daripada 6.41 sen.

My OEM Plan Is Expiring: Should I Switch Back To SP Group?
https://dollarsandsense.sg/oem-plan-expiring-switch-back-sp-group/

@bullrun2025
40% of my stake bought @ RM 1.50
20% @ average down
40% @ Rm 1.32

“Latest electric bill is $170ish, which is insane… abnormal increase in energy consumption?” — Singaporeans report drastic spike in electric bill
https://theindependent.sg/latest-electric-bill-is-170ish-which-is-insane-abnormal-increase-in-energy-consumption-singaporeans-report-drastic-spike-in-electric-bill/

Seems like the refrigerator and air-corn will consume more electric when the weather is hotter even the usage is like before.