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

kuat bau goreng...

congrate hng33

If 2024 Dividend: 10sen
If DY: 7%
Price: Rm1.42

Hopefully Q3 2023 will announce 3sen dividend,
and Q4 another 3sen, total 6sen.
If DY 7%
Price should be Rm0.86

No thanks to digital banking. I really doubt on the ability to compete of YTLP, in Malaysia.

Looks like the good old days WILL back soon!

YTLP segment YET reflected in the report
1. England Wessex: new traffic rate will start on 1st of April 2023.
2. Kulai Johor 72mw data centre: on service early in 2024, this only phase one.
3. Oil shale plant in Jordan.
4. 100MW export/import contract to Singapore
5. building electric charging points (not less than 1,200 units) at Housing & Development Board carparks in Singapore.

YTLP segment ALREADY reflected in the report
1. England Wessex: first time loss
2. PowerSeraya: outstanding performance after Tuaspring acquisition.
3. 12.5MW green hyperscale data centre in Singapore
4. YES: the only telco in Malaysia keep suffering loss from beginning until today and expected until it is been shutted down. 1HFY23, loss 155m. Likely another 150m will gone on 2H, make a total of 300m.

i think we should put pressure on those directors, so that they took this "YES continuing loss" as first priority issue which needed to be solved urgently. If not, the DPS keep dragging by YES endlessly.

Good QR was recorded.

Again, YES recorded 71m loss per QUATER. The following note explain the loss reason.

Telecommunications business
The higher loss before taxation and lower revenue was mainly due to lower project revenue
recorded.

This reason means: YES is loser.
Please BOD, shut this segment down, no need for YES in Malaysia.

im very sure that, if YES been kick out, the share price will break RM1, immediately.

@dragon328, HLB didn't mention about the exact dividend, im just assuming HLB is estimating 7 sens divident through 7% DY of their target price for YTLP. So, dont be too serous, you didnt miss anything from their analyst report.

Date: 2022-11-29
Firm: HLG
Stock:YTLPOWR
Price Target: 1.08
Price Call: BUY

So, @dragon328 is estimating exactly the same amount of dividend paid as HLB is estimating.
Big possibility will come true.
Huat ah.

The worst part is, YES never bankrupt!
YES will endlessly continue act like parasite, never contribute but asking fund aid from mama.

All telco in Malaysia make money, Tunetalk, Time.com, U-mobile, even XOX all make money, ONLY YES is no.

Can you imagine 84m lose per quarter? It's means the net profit is cut down 1 sen per share.

YTLP got 8.158b of share.
84m / 8.158b = 0.01. This is per quarter.
YES are famous of its loses all around the year, so total lose will be at least 0.04 sens per year.

If all this 0.04 sens turn into dividend, and share among share holders, what will happen to the stock price?

YTL Power to spend RM15bil on data centre

https://www.thestar.com.my/business/business-news/2022/11/29/ytl-power-to-spend-rm15bil-on-data-centre

Haha, this analysis is estimating 6 sens dividend for FY2023...If really 6 sens, huat liao.

@dragon328, hopefully FY2024 will be boosting year for YTLP. 5% DY is achievable provided the company keep increase their net profit. 10 sens of dividend, is very possible for YTLP, if with the aid from APCO and DC.

For example, the latest analysis from Aminvest.

Source : AmInvest, Price Call : HOLD, Price Target : 0.75

So, the expected dividend is around 5.0 to 5.5 sens.

YTLP stock price is easy to estimate.

From what im notice is, the market give this stock around 7% DY.

If the dividend given is 4.5 sens, the share price will fall around 65 sens.
If the dividend given is 5 sens, the share price will fall around 70 sens.
If the dividend given is 5.5 sens, the share price will fall around 78 sens.
If the dividend given is 6 sens, the share price will fall around 85 sens.
If you want the price shoot to RM 1, the dividend given should be around 7 sens.

i guess HLB is estimating this shock will provide 7 sens dividend in coming year.

@dragon328 The arbitration case still not ended, BUT through the flow of the case, APCO have higher possibility will win this case. And the market (IMF) is assuming NEPCO have to carry out his own responsibility.

Sooner or later, if you notice that YTLP share price suddenly shoot up 10-20 sens in a day which happened before, it possibility means that the case is finished.

2023, NEPCO have to purchase electric from APCO.

2023, APCO will in service.
2024, DC will in service.

“With the entry into force of the agreement to purchase electricity generated from oil shale, the financial balance of the NEPCO will come under greater pressure next year,” the IMF statement said.

https://www.jordannews.jo/Section-113/All/Jordan-economic-reform-is-on-right-path-2-7-GDP-growth-envisaged-IMF-24639

@dragon328 Ya, maybe it just doing some test run. No matter what, it seems like NEPCO is preparing to do business with APCO.

Means that, NEPCO start his very first Electrical Energy Purchases from APCO already begin in 2021.

Additional supportive point can get through NEPCO 2021 annual report, page 29.

NEPCO’s Electrical Energy Purchases (GWh)
B- Oil Shale - Atarat 183.5