Gov will announce super big Green energy transition plan to boost up solar power generation and export green energy to Singapore, in which YTLP is key beneficial due to exposure both in Msia and Singapore energy market
YTL construction and YTL cement/Mcement are key beneficial for YTLP big internal EPCC solar power plant work
Short term, YTL (YTL construction/YTL cement/ Mcement) all enjoy upfront development profit on green data center and solar power plant building work.
Once commissioning, Long term, YTLP enjoy steady concession like solar power generation profit + long term green data Center rental income. YTL as major shareholder, indirectly enjoy YTLP long term steady profit income
Now everything in right track,eg green power, HSR, less corruption etc. If Anwar govt can survive this state election, investors more confidence Must vote for Anwar govt. If racist party in power koyak all foreign investors cabut...
KLCI index 30 top cap stock subject to 6 month review every year. The next review will be end of these year.
Tomorrow is day for Malaysia gov to announce massive RM 25 billion energy transition mega project, and all of these green energy will be privately funded. YTLP is expect to be key beneficial stock due to its cash hoard, and task by bilateral gov, both Singapore and Malaysia to export/import green energy generated mainly by solar power plant
Upcoming Q4 likely declare 6sen dividend. Next year 2024 and 2025 will declare 9.5sen dividend as promise by Francis Yeoh, which could be higher than 9.5sen + special dividend if Japan prime land unlock at premium
' I hope to retire one day, and every no problem with dividend come to my pocket.... I only have one wealth that is dividend from my share' https://www.youtube.com/watch?v=HZBBU3I1y_I
Johor Sultan linked SIPP is closely corporate with YTL in many project. 1. SIPP bought EDL 10% from YTL 2. SIPP JV with YTL in 195km Gemas double track train 3. SIPP 30% stake in YTL kulai green data center cum solar power plant 4. SIPP JV YTL bid MRT3 5. SIPP likely JV with YTL to bid HSR later
Tomorrow is D-day for YTLP. It is also D-day for YTL not only becuase of its indirectly through 55% holding in YTLP, but also as internal EPCC for all YTLP power plant building
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....
AMIRUL
75 posts
Posted by AMIRUL > 2023-07-25 09:50 | Report Abuse
buy YTL