Posted by StartOfTheBull > 2 months ago | Report Abuse

(Google translate)
According to news media reports such as Singapore's Lianhe Zaobao and Channel NewsAsia, there are not many alternative energy options in Singapore, and solar photovoltaic systems are the best choice for power generation based on existing technical and economic feasibility. One study estimates that solar energy could meet about a quarter of Singapore's peak electricity demand by 2025

Posted by OTB > 2 months ago |

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Posted by darrenliew > 2 months ago | Report Abuse

Testing

Posted by dragon328 > 2 months ago |

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Posted by Lanesra > 2 months ago | Report Abuse

Thank you mr.otb but sometimes late is better than never haha.

Posted by Lanesra > 2 months ago | Report Abuse

Yes i hope klse will be bullish as well, now market sentiment in klse is ok actually unless the world now officially entered into WW3

Posted by dragon328 > 2 months ago |

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Posted by dragon328 > 2 months ago |

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Posted by dragon328 > 2 months ago |

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Posted by sg999 > 2 months ago | Report Abuse

Warning!!! if a growth stock is stop growing, do you guys know what will happen on its share price? Especially when share price still on high side.

Posted by cktay > 2 months ago | Report Abuse

@dragon328 That link is for the overall net buy sell for whole of bursa.
Bursa has the individual data but they do not want to publish the data for individual stocks.
My point was that the heavy selling yesterday on bursa was not done by foreign funds.
On the other hand, I don't know what the local funds are up to.
Reminds me the time last year when EPF off-loaded YTLPower at 60s

Posted by janetchiam8 > 2 months ago | Report Abuse

Good to read both positive and negative news to be better able to make informed decisions

Posted by Mikecyc > 2 months ago |

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Posted by Mikecyc > 2 months ago | Report Abuse

CRESS initiative gets the thumbs up
TheStar Tue, Jul 30, 2024 12:00am - Yesterday




PETALING JAYA: Industry observers are largely optimistic about the impending introduction of the 👉Corporate Renewable Energy Supply Scheme (CRESS) in September, despite its lack of details at this juncture.

Analysts and fund managers say the initiative is a move in the right direction in freeing up Malaysia’s renewable energy (RE) market, as the country accelerates along its commitment towards enforcing the National Energy Transition Roadmap (NETR).

The CRESS, which was announced by the Energy Transition and Water Transformation Ministry last Friday, enable RE generators and eligible corporate users to enter into green power supply arrangements under agreed terms through the existing supply system.

This would allow companies to directly source RE from identified providers with third-party access (TPA) to the existing electricity grid that are participating in the New Enhanced Dispatch Agreement market.

Posted by Lanesra > 2 months ago | Report Abuse

Cktay, theres a of local fund managers as well. You will be suprised by their capital haha, Alot of factors to decide whether klse will be in a bearish mode or a bullish mode but not due to internal factors.It will most likely be decided first by the feds first tonight. If i am a foreign investment firm, klse is definately top on my list. Singapore is too stable and boring for my liking. HK&YEN exchange too bearish and the rest are not attractive. So now is just a waiting game

Posted by dragon328 > 2 months ago |

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Posted by janetchiam8 > 2 months ago | Report Abuse

https://www.cnbc.com/2024/07/26/nvidia-may-face-a-massive-technical-sell-off-chart-analyst-warns.html

Posted by janetchiam8 > 2 months ago | Report Abuse

What is the market outlook for Malaysia data centers?
Revenue in the Data Center market is projected to reach US$1.20bn in 2024. Network Infrastructure dominates the market with a projected market volume of US$0.73bn in 2024

Posted by janetchiam8 > 2 months ago | Report Abuse

"Guys,
It seems more and more data centers are about to begin operation in South, Central and the North of Peninsula Malaysia.
All of these we need to worry about.
TAYOR"
EXCESSIVE CONSTRUCTION OF DATA CENTRES IN MALAYSIA ASIA N OTHER COUNTRIES.
REAL Risks OF OVERBUILT/SATURATION .
TOTAL POTENTIAL DATA CENTRE USERS MARKET MAY NOT BE BIG ENOUGH TO MAKE IT PROFITABLE FOR EXCESSIVE NUMBER OF DATA CENTRES. SOME MAY RISK BECOMING
WHILTE ELEPHANTS

Posted by dragon328 > 2 months ago |

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Posted by dragon328 > 2 months ago |

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Posted by OTB > 2 months ago |

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Posted by slts > 2 months ago | Report Abuse

YTL Power, being the first mover in data centre development in Johor

no lah dragon, not 1st

Posted by Lanesra > 2 months ago | Report Abuse

Ya dragon328 points are spot on, these are facts . For mid to long term investors, these points are more than enough. Risk internally or i would say in malaysia is already minimal. My concern would be TNB efficiency and the madani goverment haha. Now the market sentiment in klse is more or less depending on global sentiment.

Posted by PureBULL ... > 2 months ago | Report Abuse

The brightest mind in Private Equity Fund is going BIG in

DC biz, the perpetual growing biz in the entire world:

https://www.datacenterdynamics.com/en/news/blackstone-has-70bn-in-prospective-data-center-pipeline-on-top-of-55bn-portfolio/

Another brilliant yahudi who's paid the highest salary in the world:
https://en.wikipedia.org/wiki/Stephen_A._Schwarzman
++++++++++++++++++++++++++
DC THEME.PLAY is HUGE in JB
DC biz will be the greatest in msian biz HIStory.

Unlike IPP, Ytlp is 1st again to discover a highly scalable biz in lucrative DC + RE in JB...
Its RE produced for own consumption 1st +
3,000 MW minimum r awaiting anytime now for supply to SIN at a whopping selling rate of usd$0.22 per kw.hr.

Can u guesstimate how BIG these DC + RE biz r?

Posted by MrFox > 2 months ago |

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Posted by OTB > 2 months ago |

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Posted by Mikecyc > 2 months ago |

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Posted by dragon328 > 2 months ago |

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Posted by MrFox > 2 months ago |

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Posted by ValueInvestor888 > 2 months ago | Report Abuse

Any price below RM 4.70 is still a good bargain...

Posted by Aero1 > 2 months ago | Report Abuse

AirTrunk opens AI-ready data centre in Malaysia
https://theedgemalaysia.com/node/720925

@dragon328
this one not AI DC ?

Posted by janetchiam8 > 2 months ago | Report Abuse

https://www.straitstimes.com/business/chinese-solar-firm-forced-into-bankruptcy-as-supply-glut-bites

Posted by StartOfTheBull > 2 months ago | Report Abuse

Competition is the key.
YTLP maybe the first AI data center in Malaysia.
The mushrooming of data centers in Malaysia will eat up the limited size of the pie although the pie maybe growing bigger and eventually it will come to the time of saturation.
It is also important to watch who are able to share a bigger size of the pie. Only time can tell.

Posted by Mikecyc > 2 months ago |

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Posted by cwc1981 > 2 months ago | Report Abuse

Today close much better than YTL Corp.

Posted by dragon328 > 2 months ago |

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Posted by Lanesra > 2 months ago | Report Abuse

Yes, and for the past week i enjoyed seeing the sharks eating each other just before closing.
Something that ikan bilis cannot do haha

Posted by Mikecyc > 2 months ago |

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Posted by raymondroy > 2 months ago | Report Abuse

@Lanesra ..... nice to read your arguments here, and I can assume that you are a short time or perhaps contra trader, when you talk about sharks and ikan bilis..... the key investors and also myself are for long term investment, and have been holding since the price was RM2++ therefore there are lots of buffer and so called attacks from "sharks" as you seem to be living in ocean LOL ..... has little to no impact and its just short term :-) always see the bigger things in life buddy and longer period, shutting out "noises" on fundamentals and investment portfolio will grow..... happy hunting

Posted by Mikecyc > 2 months ago |

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Posted by Mikecyc > 2 months ago |

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Posted by Aero1 > 2 months ago | Report Abuse

Morgan Stanley names Nvidia a top pick, says sell-off is overdone and it’s a great time to buy
Published Wed, Jul 31 20247:34 AM EDT
thumbnail
John Melloy
@johnmelloy
WATCH LIVE

Posted by dragon328 > 2 months ago |

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Posted by frankkoh > 2 months ago | Report Abuse

Why dragon328 and OTB posts were removed? These are the two respected investors that talk sense with facts and data.

Posted by Mikecyc > 2 months ago |

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Posted by StartOfTheBull > 2 months ago | Report Abuse

@Agil
Thank you for the shared link.
So Microsoft plans to grow capital spending because Microsoft is a customer of Nvidia for graphics processing units, therefore Nvidia is benefited.
Similarly, I guess Microsoft will also use the same graphics processing units for its data center in Johor, Malaysia.
Will it happen that Microsoft cloud storage services less saleable than YTLP data centre which also situated in Johor?
Can anyone here share?

Posted by Mikecyc > 2 months ago |

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Posted by Mikecyc > 2 months ago | Report Abuse

Azure has also implemented innovative cooling technologies, such as using outside air for cooling and capturing waste heat to warm local buildings.