Posted by xiaochen > 2023-06-30 14:45 | Report Abuse

https://www.nst.com.my/business/2023/06/925785/report-domestic-solar-power-players-be-fashion
"We see further tailwinds from easing cost factors, as solar module prices have dipped to US$0.17/W (from US$0.23/W in early 2023) and may further retrace to US$0.15/W. "Note that polysilicon prices have plunged by 56 per cent year-to-date and 80 per cent from the peak in August 2022 due to oversupply," it said in a note.
不懂500MW的太阳能发电会不会获益？

The firm was guided that the TPC will have minimal impact on YTL Power International Bhd as bulk of the generated volume (c.75- 80%) is sold to its retail arm, and the rest sold to SP Services (under a vesting contract scheme) and the wholesale pool.
PowerSeraya真会做生意。

Posted by ChloeTai > 2023-06-30 18:13 | Report Abuse

Really difficult to move up 1 sen. Eat 5000, EPF give back you 5000. Eat another 5000, EPF give back to you another 5000.

Posted by dragon328 > 2023-06-30 20:58 | Report Abuse

@xiaochen, in the article you shared earlier, it says the average household water bill is around 448 pounds a year or 37.33 pounds a month.

And the proposed 20%-30% rise in water tariffs seems to be for a 5 year period from 2025 to 2030, not a one-year increase.

Wessex got an average rise of c.8% in water tariffs for FY2024, and got a lower rise of c.4% for FY2023. Actually a 8% rise in one year is exceptional, it only happens when the inflation hits double digit in the UK in 2022-2023.

So, a 30% rise for 5 years, i.e. 6% rise each year from 2025 will not be too excessive. It will add about 2.20 pounds a month to household water bill, and won't cause a dent.

Posted by dragon328 > 2023-06-30 21:01 | Report Abuse

@ChloeTai, right, it is hard for YTLP to jump fast now as EPF is still selling. As it had some 400 million shares last month and assuming it sells on average 4 million shares of YTLP a day, it may still have 320 million shares after 4 weeks of selling.

My estimate is that EPF's stake in YTLP will drop to below 200 million shares by mid August and it will be less aggressive in selling then.

Posted by Alwinb > 2023-07-01 08:11 | Report Abuse

On the contrary, EPF may just either stop selling or buy back on weakness given the company long term prospect and attractive dividend yield.

Posted by hng33 > 2023-07-03 08:47 | Report Abuse

SINGAPORE (The Straits Times/Asia News Network): Consumers in Singapore will pay more for electricity in the July-September quarter, with the tariff increasing by an average of 1.2 per cent from the previous quarter.

https://www.thestar.com.my/aseanplus/aseanplus-news/2023/06/30/higher-electricity-bills-from-july-to-september-as-singapore-increases-tariff-by-12

Posted by ValueInvestor888 > 2023-07-03 14:30 | Report Abuse

EPF last sold YTLP was on 30 May 2023. They have not been selling since then...

Posted by dragon328 > 2023-07-03 14:44 | Report Abuse

@ValueInvestor888, EPF ceased to be a substantial shareholder (stake <5%) in YTLPower on 30 May 2023 so it is not required to make Bursa announcement since then. So we don't know if it is selling anymore. But looking at the selling volume and patterns in YTLP shares, I think EPF is still selling consistently at 20% to 60% of daily volume.

Posted by hng33 > 2023-07-03 15:42 | Report Abuse

dragon328

CIMB analyst too lazy to change its earlier report on YTL despite getting updated figure from YTL Francis Yeoh that YTL to pay 9.5sen dividend instead of CIMB projection of just 6sen dividend, which in turn will lead increase projection in EPS and sum of part analysis. CIMB instead retain all its target price earlier and projection figure in the report, too lazy to redo analysis and upgrade target price for YTL.


https://rfs.cgs-cimb.com/api/download?file=12adfc5f-a430-4fcc-98ba-e561ef0da8a9

Posted by hng33 > 2023-07-03 15:48 | Report Abuse

YTL dividend 6sen, EPS 7.4sen with target price RM 1.28 should upgrade substantially for similar yield 4.7% and PE valuation, YTL should upgraded to minimum RM 2.00, dividend 9.5sen, EPS 16sen

Posted by hng33 > 2023-07-03 15:59 | Report Abuse

CIMB know if upgraded YTL dividend now will have to redo its EPS and all sum of part analysis particular on YTLP target price and its dividend payout. therefore too time consuming for their analysis report loh...

Posted by dragon328 > 2023-07-03 16:02 | Report Abuse

@hng33, it is typical of local analysts being slow in doing a drastic upgrade, as it will slap their own face. To me it is okay for CIMB to retain its projected 6 sen dividend for FY2024 and FY2025 and tp of RM1.28. They will have to see substantial earnings improvement in coming quarters before they will convince themselves of what Tan Sri Francis Yeoh was saying on prospects of higher dividends.

In particular, I am excited to see how YTL is going to unlock value of its vast assets in coming years.

Posted by hng33 > 2023-07-03 16:19 | Report Abuse

I only can accept CIMB target price for YTL RM 1.28 and YTLP RM 1.70 for CY 2023. Next year CY 2024, CIMB will need to upgrade again for YTL > RM 2.00 (EPS 16sen, dividend 9.5sen) and YTLP > RM 2.40 (EPS 28sen, dividend 15sen)

Posted by ValueInvestor888 > 2023-07-03 16:43 | Report Abuse

@dragon, yes you are right. Thanks for info as i did not follow closely this EPF. Just see some comments here and there EPF are selling. Look like YTL is more powerful lately...

Posted by Muyutin > 2023-07-03 16:45 | Report Abuse

OTHERS

LOA MALI

Posted by myloh123 > 2023-07-03 20:58 | Report Abuse

If privatise, minority sud except no less than rm 7 as valued by D328😁

Posted by probability > 2023-07-03 21:02 | Report Abuse

interesting thoughts from hng33..

wouldnt the YTLP shareholder demand it to be priced close to YTLP's NTA?

not sure how this share exchange works

Posted by myloh123 > 2023-07-04 01:12 | Report Abuse

Wah like tat ...this is discrimination to ytlp...if there's a swap ytlp must b revalued to reflex its true value!

Posted by myloh123 > 2023-07-04 01:18 | Report Abuse

Reflect i mean

Posted by moncmondo87 > 2023-07-04 08:55 | Report Abuse

To privatise ytlp, a listing condition must be 'breached', and given ytlp's share price lately, ytl has to offer cash (a lots) AND share swap.. But not impossible 😁

Posted by xiaochen > 2023-07-04 10:05 | Report Abuse

If privatized happened, hopefully Yeoh’s family will take the interests of minority shareholders seriously.

Posted by Kicapmanis > 2023-07-04 13:41 | Report Abuse

All these privatisation rumors and details is confusing me..any good link for me to read? Is it going to happen and if so will it benefits us as minorities?

Posted by ValueInvestor888 > 2023-07-04 15:42 | Report Abuse

privatize cannot more value as mkt alreadys give discount or poor valuation to to conglomerate. It is better for keep YTLP as listed company purely for power and power related business...

Posted by ValueInvestor888 > 2023-07-05 09:18 | Report Abuse

https://www.bloomberg.com/news/articles/2023-07-05/singapore-struggles-to-fix-power-market-after-wild-price-swings?srnd=premium-asia

Posted by probability > 2023-07-05 20:54 | Report Abuse

Singapore’s electricity demand spiked amid heat wave in May

https://www.theonlinecitizen.com/2023/07/05/singapores-electricity-demand-spiked-amid-heat-wave-in-may/

Additionally, during periods of increased demand, EMA can direct generation units such as Open Cycle Gas Turbines to supply additional electricity to meet the system’s needs

(OCGT usage will further raise the USEP)

Tariffs hike increases from July to September
.............................................

Singapore residents will experience an electricity tariff hike of 12% between July and September 2023, as announced by the Energy Market Authority (EMA), the regulatory body responsible for the energy industry in Singapore.

This is the highest hike since the deregulation of the electricity market in 2001, and will come into effect shortly after the release of the EMA’s bi–annual Retail Electricity Price Report.

Posted by hng33 > 2023-07-06 15:47 | Report Abuse

sold at 1.27

Posted by myloh123 > 2023-07-06 22:02 | Report Abuse

Everyone seems to b selling...

Posted by goody99 > 2023-07-07 12:27 | Report Abuse

probably EPF keep selling, thus the momentum of its share price is weaker than the previous months

Posted by super911 > 2023-07-09 17:14 | Report Abuse

https://theedgemalaysia.com/node/674058

Posted by xiaochen > 2023-07-10 10:58 | Report Abuse

虽连年亏损·潜力仍巨大 杨忠礼电力无意售YES

基金经理更直言，杨忠礼通讯表现不佳，若将其脱售，相信公司的股价将会一飞冲天。

杨肃宏表示，实际上YES已取得除息税折旧与摊销前盈利（EBITDA），不过，碍于高折旧，严重拖累整体表现。

但他披露，并未打算将其脱售，因为相信电信业务，将可成为公司开拓数字领域的平台。

在去年5月，随着新加坡冬海集团（SEA）携手杨忠礼数字资本私人有限公司，获得国家银行颁发的数字银行执照，预计能透过电信业务达到协同效应。

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E8%99%BD%E8%BF%9E%E5%B9%B4%E4%BA%8F%E6%8D%9F%C2%B7%E6%BD%9C%E5%8A%9B%E4%BB%8D%E5%B7%A8%E5%A4%A7-%E6%9D%A8%E5%BF%A0%E7%A4%BC%E7%94%B5%E5%8A%9B%E6%97%A0%E6%84%8F%E5%94%AEyes

Posted by xiaochen > 2023-07-10 11:08 | Report Abuse

一些的领域，确实面对高折旧的挑战。
不过，高折旧的挑战，一向来都是存在的。
所有踏入电讯业的业者，无一例外，都要面对高折旧的挑战。

Posted by xiaochen > 2023-07-10 11:15 | Report Abuse

网上借钱太便利 导致印尼人负债累累
https://www.zaobao.com.sg/news/sea/story20230709-1412276

看来，数码银行，可以是一把锋利的双刃剑。
这会不会是新一代的殖民主义的工具呢？

Posted by xiaochen > 2023-07-10 11:48 | Report Abuse

约旦的阿塔拉特(Attarat)发电厂项目，使约旦背负巨债。

然而，在正式开放几周后，这个项目却引发了激烈的争议。这座发电厂坐落于约旦首都南边由黑色易碎的岩石构成的贫瘠荒漠中，围绕该发电厂的交易让约旦背负了数十亿美元的债务（发电厂价值21亿美元）——所有这些都是为了一座其能源不再被需要的发电厂，因为自该项目酝酿成形以来，约旦已经达成了另外的协议。

约旦阿塔拉特(Attarat)油页岩发电厂1号机组和2号机组分别于去年10月和今年5月投入商业运行。

大约15年前，阿塔拉特油页岩发电厂最初被构想为实现国家能源自主雄心的一种方式，但现在因其高昂的价格而在约旦引起了愤怒。如果最初的协议得以维持，约旦将不得不在30年内向中国支付惊人的84亿美元来购买该电厂发的电。

截至6月，总部位于巴黎的国际商会(International Chamber of Commerce)的仲裁院举行了听证。

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。
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。
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

这个网站，是亲美国的网站。看的时候，需要稍微过滤。

Posted by hng33 > 2023-07-10 12:03 | Report Abuse

According to research by BCG Consulting on digital banking, only 5%, or 13 out of 249 digital banks worldwide, are profitable....Will YTL digital banking follow its loss making Yes mobile path?

https://juristech.net/juristech/are-digital-banks-profitable/

Posted by hng33 > 2023-07-10 12:08 | Report Abuse

Sincer begin 1 July, Singapore wholesale market selling price have normalize, back to range 120-250 MWh compared to earlier selling price level more than 400 MWh

https://www.nems.emcsg.com/nems-prices

Posted by hng33 > 2023-07-10 12:34 | Report Abuse

If Jordan gov only willing to pay 50% of the agree electricity traffic to YTL attarat power plant, the viability of power plant will be in doubt as cash flow will be unable to meet debt repayment schedule to bank in accord to financing agreement

Once power plant start commissioning, all interest cannot capitalize as cost and depreciation and amortization will incur in balance sheet.

Posted by moncmondo87 > 2023-07-10 12:35 | Report Abuse

Please be aware that the original Attarat article published by the Assoc Press on 5 July was authored by Isabel DeBre, since translated / revised as above. She has been with AP since 2012, based in Cairo. The 'tone' in the article is rather biased, against the Chinese co-developer and is seen as a BRI project to begin with, which is incorrect ...

Posted by hng33 > 2023-07-10 12:38 | Report Abuse

Under 30-year power purchase deal, Jordan's state-run electricity company will have to buy electricity from the now effectively Chinese-led Attarat at an exorbitant rate that means the Jordanian government would lose $280 million annually, the treasury estimated. To cover the payments, Jordan would have to raise electricity prices for consumers by 17%.
https://www.bing.com/search?q=jordan%2C+attarat&qs=n&form=QBRE&sp=-1&ghc=1&lq=0&pq=jordan%2C+attarat&sc=2-15&sk=&cvid=724364ABAA424F59A58E0AB7D9CB62AF&ghsh=0&ghacc=0&ghpl=

Posted by lotuseater > 2023-07-10 12:39 | Report Abuse

What a surprise when all sort of negative comments appear when they have sold off their shares.. as if to justify their actions or hope the price will go down & they can buy back cheaper.

Posted by hng33 > 2023-07-10 12:39 | Report Abuse

https://www.arkansasonline.com/news/2023/jul/09/jordan-rues-21b-project-with-china/

Posted by moncmondo87 > 2023-07-10 12:48 | Report Abuse

hng33 just shared the angmo-version AP article; thanks. Read the article again, and what is in 'between-the-lines'. Furthermore, Attarat's contribution to share price is 10-15 sen per share, according to various analysts. So don't sweat it.

Posted by lotuseater > 2023-07-10 13:07 | Report Abuse

In a nutshell. A signs an agreement with B.. then goes off and signs other energy agreements.. then come back to contest the agreement with B, accusing it of being unfair.. no prizes for guessing the outcome of this dispute. Bottom line is agreements signed has to be honored.

Posted by hng33 > 2023-07-10 15:19 | Report Abuse

There is pros and cons for cross border electricity trade. The green electricity production cost is Malaysia, Loas is much lower than gas fuel production cost in Singapore. If Singapore gov to import huge green electricity, it will affect Singapore gas fuel power plant profit margin forward. Although most of YTL electricity now is contracted for 6 month- 2year, but if large amount of green energy is export to Singapore, it will affect Singapore wholesale energy price.. If wholesale energy price is much lower than contracted price, it will discourage end user to lock their electricity for long contract period, instead, will opt to source much cheaper power from wholesale market, especially if wholesale power market is flush with green energy supplier.

YTL seraya own 3000 MW gas power plant in singapore and currently enjoy attractive profit margin above 20%.
Since begins 1 July, Singapore wholesale market selling price have normalize, back to range 120-250 MWh compared to earlier selling price level more than 400 MWh and now also lower than contracted power traffic at 289 MWh. If Singapore continue import a lot more energy, it will eventually affect YTL seraya profit margin in future although if can offset partly through cross border trading fees.

Posted by cruger12345 > 2023-07-10 15:26 | Report Abuse

hahahah ..hng33. you shameless... the moment you bought it everything is positive .. .... the moment you sold it all negative ... be a man... you don't have to do this ... the share price wont goes up or down just because of what you have said ... who do you think you are that you can move the market ?

Posted by lotuseater > 2023-07-10 15:47 | Report Abuse

Best comment @cruger12345.. tells you the character of that person.. if he ever buys back, then you will hear all positives from him again. Shameless.

Posted by hng33 > 2023-07-10 15:48 | Report Abuse

It is imbalance to known only positive element in stock, it need both positive and potential negative that will affect stock perfromance. Use own discretion to assess risk and reward

Posted by lotuseater > 2023-07-10 15:51 | Report Abuse

See your comments before u sold your shares. It’s like looking at yourself in the mirror. Enough la.. since u have sold, pls get lost from the forum.

Posted by xiaochen > 2023-07-10 16:02 | Report Abuse

马币，haiz，扶不起的阿斗。出国越来越贵了。
3.46
4.67
5.98
。。。。。。

Posted by OnTime > 2023-07-10 16:02 | Report Abuse

haha, let's wait for him to attack the data center business

Posted by goody99 > 2023-07-10 20:28 | Report Abuse

YTLPOWR appearing on Edge magazine also does not move the share. That's not good. Maybe it is time to sell and buy it back later