Posted by David Gunter > 2023-08-16 17:59 | Report Abuse

Francis Yeoh is in it for the long haul. This Alex Chua and his BS about YTL and SEA. Have you read YTL and YTLPwr annual report? Stop peddling your BS here.

Posted by xiaochen > 2023-08-16 18:20 | Report Abuse

Singapore is open to importing electricity from regional countries including India
It is seeking bids till Dec 29 and will select and appoint companies to import the electricity.
https://www.thestar.com.my/aseanplus/aseanplus-news/2023/08/14/singapore-open-to-importing-electricity-from-india-st

印度也受邀招标。
希望团结政府能拿下越多再生能源的出口额越好。

Posted by dragon328 > 2023-08-16 21:43 | Report Abuse

@moncmondo87, I have taken a look at the daily trading report from EMC. I see that TPC only started to apply from period No. 34 onwards on Monday 14th August 2023. USEP hit the max of S$4,500/MWh in period 26 and continued hitting above S$1,000/MWh until TPC came in period 34.

I remember there is some mechanism for TPC to come in, at certain lag of 24 periods or 48 periods after the forecast demand is higher than forecast supply. But I cannot find the TPC paper from EMA website anymore.

Anyway, it is still possible for USEP to hit S$4,500/MWh for some periods up to 24 or 48 before TPC comes in.

Whenever USEP hits S$4,500/MWh, you know that the supply is very tight.

Posted by moncmondo87 > 2023-08-16 23:40 | Report Abuse

dragon328, Thanks for the more rigorous analysis.. Yes, the continued tightening of MW supply is the corollary of a rising frequency of raised USEPs within the 48 periods each day in the coming quarters, leading to more clamour for the accelerated development of the 600MWs ...

Posted by VincentTang > 2023-08-17 09:46 | Report Abuse

Sold all YTLPOWER at 1.70 & 1.71. Earn around 300K. Huat..

Posted by jenson68 > 2023-08-17 10:08 | Report Abuse

Next resistance will be 1.80 , hold

Posted by Ran271221 > 2023-08-17 10:25 | Report Abuse

Growth stock, tak jual. Dividend pd 2024 dan 2025 lumayan.

Posted by Markv572421 > 2023-08-17 11:19 | Report Abuse

Really , how much is the dividend ?

Ran271221

Growth stock, tak jual. Dividend pd 2024 dan 2025 lumayan.

53 minutes ago

Posted by Ran271221 > 2023-08-17 12:50 | Report Abuse

Jangka dapat lebih 100k drpd YTLPOWR dan YTL.

Posted by Markv572421 > 2023-08-17 13:43 | Report Abuse

Wow.....

Ran271221

Jangka dapat lebih 100k drpd YTLPOWR dan YTL.

51 minutes ago

Posted by Markv572421 > 2023-08-17 15:20 | Report Abuse

indeks not good...YTL power not power already

Posted by probability > 2023-08-17 16:51 | Report Abuse

good closing

Posted by moncmondo87 > 2023-08-17 17:08 | Report Abuse

Markv572421, Not to worry... 4:45pm price closed at 1-69, then back up to 1-71 after 4:50pm, due to significant buying interest; and final close at 1-71.. Lots of profit-taking today, by the short-sighted and not-so-less-brave; but 4QFY23 results out late next week, so stay the course ...

Posted by cgtan2020 > 2023-08-17 17:16 | Report Abuse

Very soon YTL and YTL Power will be in KLCI components stock, that why index funds is bullish on them. Power sectors will drive KLCI higher next few years.

Posted by Markv572421 > 2023-08-17 17:28 | Report Abuse

Tommorrow still continue flying ? My goodnesss YTL what really happen actually??

Posted by Markv572421 > 2023-08-17 17:29 | Report Abuse

I dont buy just notice flying so suddenly like topglove

Posted by David Gunter > 2023-08-17 21:17 | Report Abuse

It has been a long long long time can hold some and make high 5 figure in 3 days. I remember during glove stock boom satu hari 120k pun boleh

Posted by Markv572421 > 2023-08-18 09:01 | Report Abuse

today ada ong ?

Posted by Markv572421 > 2023-08-18 10:05 | Report Abuse

hari ni tak da harapan mau naik ...mau turun ada lah

Posted by i3lurker > 2023-08-18 15:48 | Report Abuse

Current China crises is likely to drive BURSA below 1400

Posted by i3lurker > 2023-08-18 16:06 | Report Abuse

all China banks just ordered yesterday to sell everything to buy Yuan

China GDP had dropped suddenly way more than 10%
The global economic contraction will be driven by China coz ruling party CPM is concerned about China splintering into many political states just like Russia.

Global disposal of assets to support Homeland China is now in progress.

Posted by i3lurker > 2023-08-18 16:26 | Report Abuse

Every China citizen will be ordered to sell and bring money back home.

as in Margin Call "This is it"
this is it for China, its do or die

Posted by David Gunter > 2023-08-18 18:27 | Report Abuse

Lurker and his BS

Posted by Ravi Kumar > 2023-08-19 07:45 | Report Abuse

The great news is YTLPower building a 4500MW plant in Rawang with KDEB as reported in the Edge Weekly
and in the Star
Power stocks surge as renewable energy takes centrestage
https://www.thestar.com.my/business/business-news/2023/08/19/power-stocks-surge-as-renewable-energy-takes-centrestage


“I think their financial numbers are expected to do well and while the stocks have gone up, they still have further upside potential. For the YTL group, the market expects it to report a good set of numbers soon,” Lau says.“TNB also benefits from the higher electric-vehicle adoption locally and has seen increased foreign purchases.”

Analysts have recently been upgrading their estimates on YTL Power, for example, and the stock, along with its parent company YTL Corp Bhd, have been near the top of the most active trades on Bursa Malaysia in recent weeks.

Kenanga Research says in a report that it expects YTL Power’s fourth-quarter net profit to rise by up to 12% from the previous consecutive quarter to between RM585mil and RM590mil.

“YTL Power’s share price has more than doubled in the y-t-d period, thanks to a nine-time year-on-year jump in its nine-month core profit to RM955.4mil,” the research firm says in a note to clients.

Apart from its strong organic growth, the group is also exposed to the data centre sector, which had garnered quite a fair bit of investor attention due to the recent foreign direct investment inflows in data centres locally.

These data centres, which are part of the new economy, are powered by RE, which also helps to solidify YTL’s ESG credentials.

YTL Power is developing the YTL Green Data Centre Park in Kulai, Johor, which will be the first data centre campus in Malaysia that will be co-powered by on-site renewable solar energy.

The group says its Data Centre Park will be powered by up to 500 megawatt (MW) of RE through a solar power-generating facility on the site.

For TNB, the company has also been at the focus of investor attention of late, especially with the National Energy Transition Roadmap (NETR) that was announced end-July.

The incumbent power group would be hosting the Energy Transition Conference in Kuala Lumpur at the end of this month.

Under the first phase of the NETR, TNB is a major beneficiary and this will accelerate its investments into energy transitioning to diversify earnings base while realising commitment towards elevating its ESG profile.

The group is also one of the major winners in the recently announced Corporate Green Power Programme, securing a total of 90MW capacity via three different applications.

MIDF Research, which raised its call on the utilities sector to a “buy” from “neutral” in May, says the country could benefit from regional energy trade following the lifting in the RE export ban.

It notes that exporting to Singapore is a low-hanging fruit for the country as the former is targeting some four gigawatts of electricity imports by 2035.

This would provide domestic RE players the opportunity for capacity supply and to capitalise on higher green tariffs in Singapore.

Yoong is positive on the prospects of exporting RE to Singapore, noting that profit margins would be good.

“The lifting of RE export ban is further good news for RE producers. A back-of-envelope calculation indicates a 100% gross profit margin for RE exported to Singapore.

“This is based on Malaysia’s average regulated household electricity tariff of 40 sen per kilowatt hour (kWh) before rebate and wheeling (transmission) charges of US$0.0228/kWh (10 sen/kWh) as compared to Singapore’s S$0.297/kWh (99 sen/kWh),” he says.

Granted that the negotiated wholesale price is less, he expects the estimated gross profit margin will be around 20% to 30%.

“TNB and YTL Power are expected to be the major beneficiaries of this lifting of RE export ban,” he says.

Yoong adds that there are other opportunities to position the country to attract more international investments in green energy.

“It is imperative that Bursa Malaysia and the Finance Ministry work closely to package our RE sector as the hub of South-East Asia,” he says.

Posted by Markv572421 > 2023-08-19 09:28 | Report Abuse

https://www.msn.com/en-my/money/topstories/ranhill-utilities-net-profit-surges-72-on-increased-segmental-revenue/ar-AA1fimQV?ocid=hpmsn&cvid=a623e8cdca1a48daf455fdef25345014&ei=12

Posted by Apple888 > 2023-08-19 15:20 | Report Abuse

Edge: Kdeb (state menteri besar selangor incorporated) partnered ytl power rm4.5bil waste to energy in rawang

Posted by xiaochen > 2023-08-19 18:07 | Report Abuse

传杨忠礼电力携手雪州政府 打造45亿废料转能源厂
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BC%A0%E6%9D%A8%E5%BF%A0%E7%A4%BC%E7%94%B5%E5%8A%9B%E6%90%BA%E6%89%8B%E9%9B%AA%E5%B7%9E%E6%94%BF%E5%BA%9C-%E6%89%93%E9%80%A045%E4%BA%BF%E5%BA%9F%E6%96%99%E8%BD%AC%E8%83%BD%E6%BA%90%E5%8E%82

Posted by bullrun2025 > 2023-08-19 21:00 | Report Abuse

@xiaochen, 你打算多少钱卖

Posted by xiaochen > 2023-08-19 21:35 | Report Abuse

目前的目标价是两块。
主要原因是，我满手都是YTLP。
到时应该会出一些货。
两块的YTLP也可以让我换到想要的马银行的票。

Posted by bullrun2025 > 2023-08-20 06:52 | Report Abuse

@xiaochen 会卖大概多少巴仙的 ytlp

Posted by moncmondo87 > 2023-08-20 12:17 | Report Abuse

To add to Ravi Kumar's reference above -
this link was posted last month - https://voiceofasean.com/government/kdeb-waste-management-power-from-waste/

Posted by myloh123 > 2023-08-20 23:23 | Report Abuse

The residents of rawang is protesting to mb sgor agst d waste mgt project as hazardous to d environment.

Posted by xiaochen > 2023-08-21 08:48 | Report Abuse

@bullrun2025 或许是一半吧。
我有一40%的票，是当初从马银行换来的。会把属于购买马银行的资金，买回马银行。
不过，目前仍未确定会不会卖。等季报。

Posted by Tibbers > 2023-08-21 09:02 | Report Abuse

1.84 today? hehehe

Posted by Ravi Kumar > 2023-08-21 09:05 | Report Abuse

Hoorrraaaayyyyy hoooorrraaaayyyyyyaaaaaa

Posted by Tibbers > 2023-08-21 09:09 | Report Abuse

seems like 1.88-1.90 possible by earning report soon

Posted by super911 > 2023-08-21 09:11 | Report Abuse

Congrats to all YTLP holders :)

Posted by troy88 > 2023-08-21 09:21 | Report Abuse

Still damn bullish!

Posted by xiaochen > 2023-08-21 09:24 | Report Abuse

still got momentum to surge...
Congrats to all YTLP holders :) +1

Posted by xiaochen > 2023-08-21 09:26 | Report Abuse

Not sure that this uptrend is cause by waste to energy in rawang rumor or the coming QR, or both of them.

Posted by jenson68 > 2023-08-21 10:03 | Report Abuse

Wow… break 1.80 resistance !! Congrats

Posted by xiaochen > 2023-08-21 10:05 | Report Abuse

very big possibility the coming QR will earn 9c per share.
HLB prediction will touch very soon...

Hopefully, 7.5c dividends will declared.

Posted by xiaochen > 2023-08-21 10:06 | Report Abuse

the market sapu the share like big sales in the shopping mall.
RM 1.87 liao

Posted by Markv572421 > 2023-08-21 10:26 | Report Abuse

Big dividend coming ???

Posted by beinvested > 2023-08-21 10:34 | Report Abuse

NTA 1.84 long time ago

Posted by Markv572421 > 2023-08-21 11:12 | Report Abuse

So new target ? chart looks like topglove before flying ......

Posted by xiaochen > 2023-08-21 11:31 | Report Abuse

need to break Rm2 first.

Posted by myloh123 > 2023-08-21 11:35 | Report Abuse

RE stocks r in d play but tnb is slow with ytlpower leading d pack. The analysts r conservative, wid power seraya earnings, ytlpower stock price is adi valued at rm 2 without accounting for 2nd interim dividends ...rest u figure out urself...it is worthwhile to hold this stock long term...i wun sell this cash cow.

Posted by Tibbers > 2023-08-21 11:53 | Report Abuse

Once go past RM2, then new tp is RM 2.30

Posted by dragon328 > 2023-08-21 12:11 | Report Abuse

I think this WTE project will have a net power output closer to 58MW as reported by The Edge than to the figure of 132MW stated in the news link below.

Anyway this is a good development for YTL Power as it will add a new stream of recurring income over next 30 years or so and good for MCement/YTL as it will get fly ash from the WTE project as raw materials for cement production. This WTE project has long been mooted with EIA studies already done and hence I don't expect much hurdle to its implementation. Such WTE projects are very common now and have proven very effective in dealing with the ever increasing municipal wastes with limited environmental impact to surrounding areas. Some good examples are those modern WTE plants in Singapore such as the one in Tuas south that burns 2,400 ton/day of wastes and Senoko WTE plant that burns 2,100 tons/day of wastes.

Posted by moncmondo87 > 23 hours ago | Report Abuse


To add to Ravi Kumar's reference above -
this link was posted last month - https://voiceofasean.com/government/kdeb-waste-management-power-from-waste/