Posted by Aero1 > 2 days ago | Report Abuse

Following this five-step approach, and working
with our partners, we have undertaken an intense
programme of development work over the past two
years, culminating in the plan we present today.
We have identified a need for investment of £3.5bn
in 2025-30 – more than double our traditional five
yearly spend of around £1.5bn.

For customers, we expect average bills to increase
by £150 in real terms over the next five years, after
a decade of rises being held below inflation. We
don’t underestimate how unwelcome this will be for
many. As described, we have minimised the increase
by pursuing alternative and innovative approaches
wherever possible, and we commit to protecting
those who will struggle to pay. The plan contains the
best balance we have been able to strike between
increasing investment and keeping prices affordable.

2.6 million customers

Posted by mf > 2 days ago | Report Abuse

target 4.88

Posted by mf > 2 days ago | Report Abuse

2024-12-27

Price Target

Power & Utilities Sector - A Slew of Good News to End the Year
Source : TA, Price Call : BUY, Price Target : 6.53
Last Price : 4.41, Upside/Downside : +2.12(48.07%)

Posted by facsc118 > 2 days ago | Report Abuse

i q sell some at 4.45 first as my entry price at 3.

Posted by Aero1 > 2 days ago | Report Abuse

https://www.bloomberg.com/quote/USDMYR:CUR

ringgit continues to weaken overseas asset values and earnings continue to rise

Posted by Michaelchan2024 > 2 days ago | Report Abuse

好样的，顺风而上..

Posted by mf > 2 days ago | Report Abuse

https://www.msn.com/en-my/news/national/malaysia-s-ecrl-progress-recapped-latest-updates-station-details-and-why-it-matters/ar-AA1wSjMm?ocid=msedgntp&pc=U531&cvid=66d0f99d398b4a0f99bd8d2996e1802a&ei=10

Posted by 2721 > 2 days ago | Report Abuse

UNSTOPPABLE~

Posted by mf > 2 days ago | Report Abuse

bravooo

Posted by MrFox > 2 days ago | Report Abuse

wwss is REAL!!!!!!!!!!!!
haha

Posted by Michaelchan2024 > 2 days ago | Report Abuse

搭上了顺风车，非常感恩!!

Posted by Agjl > 2 days ago | Report Abuse

Naysayers are crying today….wakakakaj

Posted by facsc118 > 2 days ago | Report Abuse

took profit already . still keep some and wait . if price correction then buy again.

Posted by Zhuge_Liang > 2 days ago | Report Abuse

This coward and shameless liar Jonathan168138 still telling lies to spread fear on all readers here that MACC case is still not settled.
A bad person like Jonathan168138 will never do well in his investment.
No picking stock skill and use a low class technique to badmouth YTLpower.
The god will punish him to lose money on all stocks he invested.
An evil person will perform very poorly in KLSE, just watch up for his failure loh !!

Hope that all readers invested in this stock are laughing to the bank.

Posted by dragon328 > 2 days ago | Report Abuse

@cktay, the issues with UK water companies have been well known for months. That's all because of the low return on capital allowed by Ofwat for the current regulatory period of April 2020 - Mar 2025, which is t 2.92% only. Water companies in the UK are not having sufficient cash flows to spend on the required capex to tackle the environmental problems in the water supply and sewage network in the respective regions. The problem was aggravated by high interest rates and high operating costs caused by Covid-19 pandemic in 2020-2021 and then the Ukraine-Russia war in 2022-2024.

Thames Water being the largest water company in the UK is saddled with high debts due to its size of population served in the great London area. Coupled with low returns on capital and high operating costs, Thames Water simply cannot cope with the high interest expenses and is on the brink of going bankrupt. In comparison, other water companies are better managed with healthy net gearing ratio of below 70% as allowed by Ofwat.

Ofwat obviously has noted its own mistake in the previous determination, and has since allowed a much higher return on capital of average 4.03% for the water companies in the UK. This paves the way for water companies to charge higher water bills to households by higher than 20% in the next 5 years to 2030. On the other hand, interest rates are going down with BoE having reduced total interest rates by 100 bps in past few months.

On this backdrop, Wessex Waters is expected to report at least 20% higher profits in RY2025 from 2024. With a significantly higher capex allowed (GBP4.2 billion) for 2025-2030, Wessex's regulated capital value (RCV) is set to expand tremendously from about GBP4.7b in April 2025 to over GBP7.0 billion by 2030.

I think we can justify a valuation of at least 1.3x RCV for Wessex given the improving earnings outlook in next 5 years:

1.3 x GBP4.7b - debts GBP2.5b = GBP3.6 billion equity value

That would be almost RM21 billion of equity value to YTL Power for its 100% stakes in Wessex.

I have earlier valued Wessex based on 1.5x RCV when YTLP disposed of its stakes in Electranet at almost 1.6x RCV. Electranet is the electricity transmission company in South Australia operated under similar regulated asset model as for the water companies in the UK.

If based on 1.5x RCV, and expected RCV of GBP7.0 billion in 2030, Wessex Waters would achieve a valuation of:
1.5 x GBP7.0b - debts GBP4.9b = GBP5.6 billion or RM32.5 billion by 2030

Posted by Zhuge_Liang > 2 days ago | Report Abuse

This coward and shameless liar Jonathan168138 still telling lies to spread fear on all readers here that MACC case is still not settled.
A bad person like Jonathan168138 will never do well in his investment.
No picking stock skill and use a low class technique to badmouth YTLpower.
The god will punish him to lose money on all stocks he invested.
An evil person will perform very poorly in KLSE, just watch up for his failure loh !!

Jonathan168138 is the most uneducated person in I3.
He wants to fight with other readers in I3 almost everyday.
It is good that bangla supervisor is here to teach him a lesson everyday.
A good person is always bless with good profit, an evil person like Jonathan168138 should be punished, he will lose in KLSE until bankrupt.
He deserved to be a bankrupt.

Posted by Zhuge_Liang > 2 days ago | Report Abuse

The account of Vincenzo999 is suspended.

The accounts of Vincenzo999, Vincent8864, Jeffrey, CaoCao, Genovese and LimPek1510 are suspended.

Janathan168138 is the shameless liar here.
The admin will not suspend a good person's account.
Jonathan168138 attacked people in this forum with lies.
A coward and low class shameless liar here.

Posted by TanDavid88 > 2 days ago | Report Abuse

A poor guy like Jonathan168138 has no money to buy even 1 share of YTLpower.
Everyone is making profit on YTLpower except Jonathan168138.
The worst part is Jonathan168138 is being cursed almost everyday in this forum.
His life will be shortened by this bad cursed.
Still does not feel shameful here, still want to tell lies and fight with all people in this forum.
Jonathan168138 deserved a big punishment in this forum.
Hope more people will stand out to attack and curse him.
Jonathan168138 is a bad and evil person in this forum.
Bad luck to Jonathan168138.

Bangla supervisor should do all the necessary job here.

Posted by redhotpepper > 2 days ago | Report Abuse

Bertaubat la, bagi ubat serangga bertaubat kat mereka yg suka main curse and main belakang2

Posted by Zhuge_Liang > 2 days ago | Report Abuse

The account of Vincenzo999 is suspended.

The accounts of Vincenzo999, Vincent8864, Jeffrey, CaoCao, Genovese and LimPek1510 are suspended.

Janathan168138 is the shameless liar here.
The admin will not suspend a good person's account.
Jonathan168138 attacked people in this forum with lies.
A coward and low class shameless liar here.

A good or innocent person will not use so many different ids to cheat all readers in this forum.
A thief, coward or a shameless liar is definitely a bad guy in this forum.
Nothing to argue, stick to the facts.
I think the god is watching him and want to punish him badly.
Shame on you !!

Posted by Aero1 > 2 days ago | Report Abuse

https://theedgemalaysia.com/node/739723
Hong Leong Bank, YTL Power, Press Metal, SimeProp, Gamuda are screaming buys for super large caps

Posted by cktay > 2 days ago | Report Abuse

@dragon328
GBP3.6 billion equity value
That would be almost RM21 billion of equity value to YTL Power for its 100% stakes in Wessex
If based on 1.5x RCV, and expected RCV of GBP7.0 billion in 2030, Wessex Waters would achieve a valuation of:
1.5 x GBP7.0b - debts GBP4.9b = GBP5.6 billion or RM32.5 billion by 2030
Wow! Tq dragon328

Posted by Lee Yew > 2 days ago | Report Abuse

How to get rid of those posts with long user names, wasting time going through the post to find valuable information on stock to sell or buy.

Posted by MrFox > 2 days ago | Report Abuse

next week will be the play for CNY!!!!!
whispering words of wisdom!

Posted by KingKKK > 1 day ago | Report Abuse

Top AI/Data Center News Highlights for the 1st Week of January - #GAMUDA, #YTL, #YTLPOWER, #EG, #MNHLDG, #SCGBHD

https://klse.i3investor.com/web/blog/detail/bestStocks/2025-01-04-story-h497668575-Top_AI_Data_Center_News_Highlights_for_the_1st_Week_of_January_GAMUDA_YT

Posted by darrenliew > 1 day ago | Report Abuse

https://markets.businessinsider.com/news/stocks/stock-market-outlook-sell-signal-correction-technical-analysis-sp500-2025-1

Posted by williamh > 1 day ago | Report Abuse

Collected 50k, waiting for 8 end of the year

Posted by Johnchew123 > 8 hours ago | Report Abuse

https://www.thestar.com.my/news/nation/2025/01/04/johor-spore-special-zone-agreements-to-be-signed-jan-6

Buoy catalyst ——-

Posted by Johnchew123 > 8 hours ago | Report Abuse

https://www.chinapress.com.my/20250105/%e5%87%ba%e5%b8%ad%e9%a9%ac%e6%96%b0%e9%9d%9e%e6%ad%a3%e5%bc%8f%e4%bc%9a%e8%ae%ae-%e9%bb%84%e5%be%aa%e8%b4%a2%e6%98%8e%e8%ae%bf%e9%a9%ac/

JoHOR THEME PLAY , begin next week , focus UEMS , EKOVEST ,IWCITY

Posted by darrenliew > 4 hours ago | Report Abuse

https://www.telegraph.co.uk/business/2025/01/03/china-electric-car-batteries-trump-trade-war/

Posted by darrenliew > 4 hours ago | Report Abuse

https://techovedas.com/china-imposes-export-controls-on-28-u-s-firms-targeting-key-defense-and-semiconductor-giants/