YTL POWER INTERNATIONAL BHD

KLSE (MYR): YTLPOWR (6742)

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Last Price

0.77

Today's Change

0.00 (0.00%)

Day's Change

0.76 - 0.77

Trading Volume

759,300


23 people like this.

12,552 comment(s). Last comment by dragon328 4 hours ago

boonwei98

78 posts

Posted by boonwei98 > 3 weeks ago | Report Abuse

Yeah mind to show where does it shows YTL digital capital is subsidiary of YTL Power? I've gone through the Annual report and can find it. Thanks.

cwc1981

368 posts

Posted by cwc1981 > 3 weeks ago | Report Abuse

2021 annual report page 14

Posted by tigerroar38 > 3 weeks ago | Report Abuse

Yes YTL Digital is 100% owned by YTLPOWR and incorporated only in 2021.

YTLPOWR is very good buy at current price. With NTA at 1.5 but price still at 70++.

A lot of future projects and growth is coming. With the sales of ELECTRA. It is way undervalued. HLIB is giving the TP of 1.05.

Don't forget about high dividend rate of 5 to 6% and special dividend for the proceeds.

In current bearish market. This is the best bet and safetest bet you can make in market.

xiaochen

32 posts

Posted by xiaochen > 3 weeks ago | Report Abuse

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.

xiaochen

32 posts

Posted by xiaochen > 3 weeks ago | Report Abuse

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.

xiaochen

32 posts

Posted by xiaochen > 3 weeks ago | Report Abuse

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

Posted by PorridgeRice > 3 weeks ago | Report Abuse

so we should buy YTL power for now already? still expecting them to drop and will drop. maybe?

Posted by myloh123 > 3 weeks ago | Report Abuse

YTL Digital Capital SB is actually a sub-sub of YTL Corp Bhd ie a direct subsidiary of YTL Power International Bhd . It is an investment holding company with an equity interest of 55.5% owned by YTL Power International Bhd ..please refer to Notes to the accountes under Note 15 -investment in subsidiaries on page193 of the Annual Report of YTL Corp. listed in Bursa.com

Mr. kiok

13 posts

Posted by Mr. kiok > 3 weeks ago | Report Abuse

selamat Hari Raya

multi530

331 posts

Posted by multi530 > 2 weeks ago | Report Abuse

awarded with a digital bankihg license but price not up

OnTime

1,018 posts

Posted by OnTime > 2 weeks ago | Report Abuse

digital banking will take time to roll out. ytlp has (for growth) data center, digital banking, 5G and (for value) utilities/renewable.

xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

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...


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-advantag...


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-b...
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...



xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

“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...

xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

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.

xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

so, stay away from YTL

xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

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.

xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

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

Posted by lotuseater > 2 weeks ago | Report Abuse

If u r so unhappy with the company, just sell off the share & leave others alone.

myway

411 posts

Posted by myway > 2 weeks ago | Report Abuse

Why YTL or YTL Power both also didn't announce they got the DIGITAL BANK LICENSE. RHB BANK, Axiata and AEON CREDIT SERVICE all made the announcement.

dragon328

406 posts

Posted by dragon328 > 2 weeks ago | Report Abuse

xiaochen, I agree with you that dividends are important to minority shareholders like us. Dividends have been down to 4.5 sen to 5.0 sen in the past few years, that is discouraging. But I believe YTL Power had really no choice but cut down dividends in past few years due to non-performance of its few subsidiaries like Yes telco business due to competitive environment and PowerSeraya due to over-supply situation in Singapore electricity market then.
I think the bad times are behind us and the outlook of YTL Power is turning brighter. They have just delivered a couple of good news in the past 3 months - 1) disposal of Electranet for RM3.05 billion cash,, (2) the launch of green data centre in Kulai with the first 72MW under construction and another 162MW contract signed.
Hopefully YTLPI will declare higher dividends for FY2022 with its nett cash position now. I am hoping for at least 7.0 sen for FY2022 and then hopefully 10 sen for FY2023.

dragon328

406 posts

Posted by dragon328 > 2 weeks ago | Report Abuse

There should be some misunderstanding there when one claims that Yeoh directors got fat salary and director fees. The Yeoh directors have actually foregone their salary and director fees for 2 years when the company was making losses. The total fee of RM842k for non-exec directors was not too excessive though I reckon that they might not deserve it given the company has not performed in past 3 years.

dragon328

406 posts

Posted by dragon328 > 2 weeks ago | Report Abuse

That is why there were 216 shareholders who voted against this director fee payment during the last AGM. I would have voted against it too if I were there. I think they should have been paid just the RM1,000 attendance fee for each board meeting attended and no more.

dragon328

406 posts

Posted by dragon328 > 2 weeks ago | Report Abuse

Anyway I believe the outlook of YTL Power is becoming better with multiple re-rating factors coming in next few months - higher dividends from FY2022, Jordan power plant to start commercial operations in 2H2022, PowerSeraya earnings to rebound strongly, digital bank business to kick off from mid 2023, potential win of power import bid from Singapore, continued clinching of more data centre deals in its Kulai data centre park, etc.

OnTime

1,018 posts

Posted by OnTime > 2 weeks ago | Report Abuse

i'm concerned abt the attarat litigation case and hope it doesn't have a big -ve impact on ytlp

xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

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-...

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-...

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-s...

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

xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

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

By the way, im holding YTLP since 2017.

Fuyohhh

16 posts

Posted by Fuyohhh > 2 weeks ago | Report Abuse

Hold tight and just wait for it to come, when it does, all will be worth. No worry though

Jokers2020

1,845 posts

Posted by Jokers2020 > 2 weeks ago | Report Abuse

just hold for the profit to increase if you bought at below 60sen..

dragon328

406 posts

Posted by dragon328 > 2 weeks ago | Report Abuse

Xiaochen, I can understand your frustration. Many minority shareholders have been suffering from depressed share price of YTL Power in past few years. I have friends who bought into YTLPI at about RM1.50 per share and they are cursing the stock like hell.
I would call for patience and I think the re-rating time is finally arriving. If you have been holding it for 5 years or more, why not hold a bit longer to see if the share price will go back to the level you first bought? I foresee good share price rebounds back to RM1.50 level within the next 18 months.

xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

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

multi530

331 posts

Posted by multi530 > 2 weeks ago | Report Abuse

@xiaochen, i keep average down till my money stuck.... :(

OnTime

1,018 posts

Posted by OnTime > 2 weeks ago | Report Abuse

their DC will experience explosive growth and I also like their other recession-proof businesses!

cwc1981

368 posts

Posted by cwc1981 > 2 weeks ago | Report Abuse

Interim dividend should be announce this coming result

xiaochen

32 posts

Posted by xiaochen > 2 weeks ago | Report Abuse

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.

dragon328

406 posts

Posted by dragon328 > 2 weeks ago | Report Abuse

I expect better results in this coming March quarterly result but may not have any big surprise.
I do agree with you that it is unusual for YTL Power to have such active trading volume in past 4 weeks. The peak volume of over 100 million on 8th April 2022 clearly indicated strong fund buying, likely to be foreign funds as local funds like EPF had been selling.

OnTime

1,018 posts

Posted by OnTime > 1 week ago | Report Abuse

wow, strong day for ytlp!

cwc1981

368 posts

Posted by cwc1981 > 1 week ago | Report Abuse

yup

Icon 888

1,076 posts

Posted by Icon 888 > 1 day ago | Report Abuse

Value investment

Icon 888

1,076 posts

Posted by Icon 888 > 1 day ago | Report Abuse

Value investmen

Icon 888

1,076 posts

Posted by Icon 888 > 1 day ago | Report Abuse

Good buy

Icon 888

1,076 posts

Posted by Icon 888 > 1 day ago | Report Abuse

Buy now or Buy on dip

OnTime

1,018 posts

Posted by OnTime > 14 hours ago | Report Abuse

I hear u

myway

411 posts

Posted by myway > 10 hours ago | Report Abuse

NET PROFIT(+800%)

myway

411 posts

Posted by myway > 9 hours ago | Report Abuse

Dividend 2 cent

OnTime

1,018 posts

Posted by OnTime > 9 hours ago | Report Abuse

no special dividend?

cwc1981

368 posts

Posted by cwc1981 > 9 hours ago | Report Abuse

Maybe final dividend will be higher.

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