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TA Sector Research
3QCY24 Results Review - First Earnings Upgrade in 10 Quarters
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save malaysia!
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save malaysia!
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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
PureBULL ...
2,618 posts
Posted by PureBULL ... > 2024-09-03 13:36 | Report Abuse
INVESTORS, [2024-09-01 1:28 AM]
Utility biz r great n huge biz.
1. IPP is good but min profit to gain. its high capital intensive + the raw material n.gas n even black dirty coal is expensive.
n the tariff or selling price per unit, is fully controlled n contained for long yrs by all politikus in all countries
except SIN, a secret miracle = YTLP makes so so MUCH money every QR!
2. water co has zero cost to its raw material!
high guzzlers of water r factories n the v best is DC on 247 usage non.stop n r paying at the highest rate of tariff.
SWOT analysis said, water stocks r top of the line to grow at high speed success.
this is RARE happening...
INVESTORS, [2024-09-01 1:35 AM]
RE esply SOLAR is the simply amazing biz.
In msia, u produce Solar RE n sell it to Tenaga = u r like IPP = u make min profit.
if u produce RE for own consumption or supply to ur DC = u will do well only for not having to share with Tenaga.
BUT, if u sell RE to SIN = u see.pay.song car.leow 247...
INVESTORS, [2024-09-01 2:08 AM]
weak RM = we complain non.stop.
strong RM now = all of our best exporting co cld suffer n many cld lose money everyday =
Income Tax dept will be poorer = gov cld stop spending ,,,
+++++++++++++++++++++++++++
JB, the ultimate Attractive location for DC biz
Several factors make Malaysia an attractive location for data centre operators.
“The electricity tariffs here are among the lowest in Asean,” says Khong.
“For example, the average electric tariff in Thailand and Singapore are now well priced at
51 sen per kWh (THB3.99) and RM1.11 per kWh (S$0.3247) respectively.
In comparison, Malaysia charges 33.7 sen per kWh and 20.2 sen per kWh during peak and off-peak periods, respectively, for high-voltage industrial usage,” he adds.
n WATER to cool down hyper HOT DC, is cheap chip.