Posted by peroduamyvi > 2024-07-03 10:16 | Report Abuse

摩根大通的研究指出，数据中心大量消耗电力很常成为焦点，但高耗水问题却容易被忽视。

实际上，数据中心有三大用水方式，即用于现场伺服器冷却的水，用于发电的场外用水，以及伺服器制造供应链用水。

根据Bluefield Research数据，从2017到2022年，全球数据中心的总耗水量每年增长6%，预计到了2030年，全球用水量将升至每天4.5亿加仑，相当于681个奥运标准游泳池的水量。尤其是在水资源稀缺地区，数据中心对水的巨大需求可能引发竞争，导致水资源供应紧张甚至关闭数据中心。

作为潜在受益者之一，联熹控股（RANHILL，5272，主板公用事业股）总营运长凯鲁耶芬迪就数据中心的水资源管理，提出了关键见解。

“数据中心的冷却系统通常需要大量水源，确保可持续的水资源供应尤为重要，因此数据中心应采用高效冷却技术和循环用水系统，例如直接膨胀系统和生态冷却水系统，能大大减少水资源浪费。”

需制定水效率政策

他建议政府就政策和法规制定水效率政策，限制每千瓦时（kWh）的用水量，并推动数据中心自建水循环处理设施。除了使用地表水，还应探索使用海水和地下水作为替代水资源。

凯鲁耶芬迪提到，数据中心可以考虑使用处理过的废水作为冷却水，但这需要先解决水处理技术和设施建设的挑战。

他推荐数据中心采用先进的节水技术和管理系统，能减少消耗水资源，并利用最新的水处理和管理技术，如雨水管理系统，以显著提升水资源利用效率。

就投资与基础设施方面，凯鲁耶芬迪说，新建水处理厂和分配系统的投资可能达到数十亿令吉，这些投资需合理管理以减少影响其他用水者的财务，避免未来水费大幅上涨。

为此，他建议为数据中心制定不同的水价，以覆盖其水资源投资成本，并鼓励使用更加节水的技术和实践。

他强调，数据中心应承担更多责任，如采用水资源高效管理技术，对其用水行为及对环境的影响负责，尽可能自建水处理设施，以减轻对当地社区和生态系统的影响。

他呼吁行业和政府共同努力，通过政策引导和技术创新，实现数据中心永续发展。

https://www.enanyang.my/node/611825

Posted by OTB > 2024-07-03 10:38 | Report Abuse

Please read the link below.
https://pba.com.my/pdf/news/2024/23052024_PBAPP_Rates_RATIONAL.pdf
Look at the above water selling rate.
The selling price of water to Data Centers (DC) at $3.55 per m3
Cost to clean processed water = $1.00
Profit to Ranhill = 3.55 - 1.00 = $2.55 per m3.
How many hundreds of million $ can the profit be per annum ?
These Data Centers required million M3 of water to cool down the system.
Quote from Johor Exco : In the 1st phase, there are 9 + 6 soon and + 30 DC in application process for 2nd phase.
1st phase of 15 DC = 1280 MW + 1490 MW = 2,770 MW to be increasingly consumed in 2 years time.
How much of business profit for Ranhill to supply water to Data Centers ?
According to Google search, a small 1 MW data center requires around 25,500 M3 of water per year.
1st phase 2,770 MW = 2770*25500*2.55 = 180 million per year.
Assume the current existing profit of Ranhill = 62 million.
Total PAT = 242 million.
NOSI = 1297 million shares.
EPS = 0.187 per year.
Current price = 1.45.
PER = 7.75.
Target price at 15 PER = 2.81.
Target price at 20 PER = 3.74.
Good luck.
Thank you.

Posted by NatsukoMishima > 2024-07-03 10:55 | Report Abuse

https://www.orientaldaily.com.my/news/business/2024/07/02/662856

Posted by troy88 > 2024-07-03 11:00 | Report Abuse

Should move up in tandem with YTLP to greater heights..

Posted by B03392 > 2024-07-03 12:33 | Report Abuse

Soon. The importance of Johor water r huge based on good projects in Johor👍

Posted by NatsukoMishima > 2024-07-03 13:10 | Report Abuse

Mandotory take over = toilet paper , now all understand n wake up already , no more panic kneel jerk even somebody purposely press down share price because everybody know already RANHILL TP RM 5 is realisic n will hit soon !

Posted by GSX1111 > 2024-07-03 21:20 | Report Abuse

All these need to buy water monopoly by Ranhil. Cant run away.

Posted by GSX1111 > 2024-07-03 21:21 | Report Abuse

All ths need water, cant run away.

Posted by NatsukoMishima > 2024-07-04 08:41 | Report Abuse

1.50 maybe people think very high ,wait it drop below rm 1 only buy but unfortunately not even never drop back , it keeps skyrocket to rm 5 , those people only heart break for missing a golden chance ! Dont look at other , i m talking about you who are reading !

Posted by Jackytan8 > 2024-07-04 08:47 | Report Abuse

Johor poised to become regional data centre hub, says MB.

KULAI: Johor has attracted more than 50 data centres within the last two years, putting it on track to become a new data centre hub in South-East Asia, says Mentri Besar Datuk Onn Hafiz Ghazi.

He said this was a very exciting time for Johor thanks to its strong push towards a digital economy, enabled by robust government policies, as well as good connectivity and infrastructure.

“Our vision is to develop Johor... and make it a global destination for the world’s largest technology companies.

“At Invest Johor, we are considering establishing the Johor Data Centre to streamline efforts in talent development, green technology and renewable energy,” he said at the launch of Princeton Digital Group's (PDG) phase one JH1 campus at Sedenak Tech Park (StEP) here on Wednesday (July 3).

Onn Hafiz, who is also the Machap assemblyman, said Singapore took over 15 years to establish itself as a data hub with more than 70 data centres, totalling a capacity of 1.4 gigawatts of power capacity.

Onn Hafiz said in comparison, Johor has attracted more than 50 data centres in just the past two years, with STeP 1 alone boasting a power capacity of over 1 gigawatt.

“Moving forward for data centres, the state government will be more selective, emphasising the use of green technology and renewable energy.

“Johor's rapid growth in the industry suggests that it is well on its way to becoming a new data centre hub in Asean,” he added.

Posted by kohcl130562 > 2024-07-04 08:48 | Report Abuse

Wonder where to find 1.4GW of power within a short term?

Posted by Jackytan8 > 2024-07-04 08:51 | Report Abuse

Kenangan Investment Bank actively buying Ranhill shares in the open market. Ranhill will rise to RM2.50 after the MGO ends on 9 July 2024.

Posted by Jackytan8 > 2024-07-04 08:53 | Report Abuse

Ranhill is the ultimate winner in AI & Data Center Boom.

Posted by NatsukoMishima > 2024-07-04 08:56 | Report Abuse

https://www.klsescreener.com/v2/news/view/1352795

Posted by NatsukoMishima > 2024-07-04 10:49 | Report Abuse

OTB YTLPOWER ?? Salute !

Posted by hauchong > 2024-07-04 10:51 | Report Abuse

lucky i hold last time, despite drop so much

Posted by Jackytan8 > 2024-07-04 12:15 | Report Abuse

Maybank Investment Bank bought in 400,000 shares Ranhill at RM1.54 on 3 July 2024.

Posted by B03392 > 2024-07-04 12:31 | Report Abuse

Sta with Ranhill. Dont lose hope.

Posted by B03392 > 2024-07-04 12:31 | Report Abuse

Stay with Ranhill

Posted by NatsukoMishima > 2024-07-04 13:00 | Report Abuse

https://www.orientaldaily.com.my/news/south/2024/07/04/663177

Posted by ChloeTai > 2024-07-04 13:22 | Report Abuse

@NatsukoMishima: Calvintaneng claims that the water theme play in Kulai/Sedenak will.be monopolised by Syed Mokhtar's AIRB, and not Ranhill. How true is it?. AIRB is not a listed company.

Posted by Rameez Soudagar RS > 2024-07-04 14:27 | Report Abuse

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Posted by TaiMeiLi > 2024-07-04 14:33 | Report Abuse

Nice momentum. Luckily got grabbed it at RM1.30 there 🤗

Posted by NatsukoMishima > 2024-07-04 15:57 | Report Abuse

https://www.orientaldaily.com.my/news/business/2024/07/04/663206

Posted by stevenckheng > 2024-07-04 17:31 | Report Abuse

wow really got ppl sell 205 and 36 shares cheap cheap to YTL

Posted by ChloeTai > 2024-07-04 18:01 | Report Abuse

Translation for the newspaper article posted by NatsukoMishima:

(Kuala Lumpur, 4th July 2024) Since the beginning of this year, Johor has attracted a number of multinational companies to set up data center hubs there, which has raised a new question: Is Johor’s water supply sufficient to meet the needs of data centers?

Analysis by JPMorgan shows that Malaysia plans to add enough water treatment plants to cope with the increasing demand for data centers.

Meanwhile, JPMorgan said that Malaysia has ample water resources, which will avoid short-term obstacles for data centers. However, the bank also pointed out that if the water supply cannot be improved or water supply interruption occurs in the future, this will affect the operation of the data centers.

"By then, water supply may become an issue, creating a situation where data centers compete with Johor household users for water."

JPMorgan pointed out that from 2018 to 2022, Johor's average water storage capacity will remain at around 10%, indicating that the existing water source is sufficient.

According to JP Morgan estimates, Johor's annual water treatment volume will increase by approximately 61 billion liters in the next five years, an increase of 33% compared to 2023.

Assuming an increase in data center capacity of approximately 1,500 MW and a water use efficiency (WUE) of 2.0, it is expected that by 2028, the demand for water will increase by 27.7 billion liters per year, accounting for 4% of Johor's current water consumption.

Taking into account overall water use growth of 3% per year, JP Morgan estimates that by 2028, total water use will reach 851 billion liters per year, with annual water filtering volume of approximately 1 megalitre.

Can accommodate more data centers?

“According to our calculations, water supply will not be an obstacle to setting up data centers in Johor in the next five years.”

JP Morgan also said Johor could accommodate more than three times the current number of data centers. If water storage capacity remains stable at 10%, Johor can accommodate up to 5,500 MW of data centers in 2028.

"According to our data, Johor's water storage capacity will expand to 19% by 2028, which is higher than Malaysia's target of 15%, and there is still room to accommodate more data centers."

Overall, JPMorgan believes that Malaysia’s water supply and electricity are sufficient, giving it good conditions for developing data centers in Asia.

Posted by ChloeTai > 2024-07-04 19:07 | Report Abuse

To all Ranhill lovers:

Ranhill SAJ Sdn Bhd is a utility company responsible for water supply services in Johor. Ranhill SAJ is a subsidiary of the Ranhill Utilities Berhad.

https://en.wikipedia.org/wiki/Ranhill_SAJ





Since YTL Power's holding in Ranhill Utilities is at least 53.19%, it is considered that Ranhill on behalf of YtlPower, supply water to the whole of Johor, including the Sedenak Tech Park, Kulai, Johor.

Posted by ChloeTai > 2024-07-04 20:38 | Report Abuse

@PureBULL ...
Thank you for your attention.

The Calvintaneng, claims that the water theme play in Sedenak Tech Park, followed by Nusajaya Tech Park, will be monopolised by Syed Mokhtar's AIRB, and not Ranhill.

https://www.channelnewsasia.com/asia/malaysia-johor-data-centres-nvidia-ytl-kulai-sedenak-sez-us-china-trade-war-4310496

Please see the word "Ranhill SAJ" below:

In April, parts of southern Johor reportedly experienced water shortages during the Hari Raya period, prompting the state government to urge the state’s main water supply company "Ranhill SAJ" to deploy water tanks at hotspot areas.

That Calvintaneng always asks people to buy his useless HexCap.

If what he claimed is true, Ranhill will hit limit down already.

But Ranhill rose 14 sen yesterday (3 July 2024), additional 2 sen today (4 July 2024) and will test the all-time high of RM1.75 tomorrow (5 July 2024).

Posted by ChloeTai > 2024-07-05 08:27 | Report Abuse

It noted that Ranhill Utilities would give YTL Power access to exclusive Johor water operations allowing it to capitalise on prospects from the Johor-Singapore Special Economic Zone and potential demand from Johor’s data centre hubs. Additionally, it said the synergistic expertise in water operations could drive further efficiency of Ranhill Utilities’ Johor water business.
https://themalaysianreserve.com/2024/06/04/ytl-power-acquiring-control-of-ranhill-utilities/

Posted by NatsukoMishima > 2024-07-05 08:41 | Report Abuse

Wow , YTL family even buy up a few odd lot , can u imagine how precious valuable is ranhill share , odd lot 200 unit if hit rm 5 they can eat at high class restaurant already , they are really clever !

Posted by B03392 > 2024-07-05 09:00 | Report Abuse

Foreign and local investors r buying this stock wit the price available. Those who believe Ranhill potential shuld buy some and hold.

Posted by speakup > 2024-07-05 09:14 | Report Abuse

Yes yes Ranhill euphoria. Ini kalilahhhhhh

Posted by troy88 > 2024-07-05 09:37 | Report Abuse

Uptrend intact after sharks gobbled up bilis couple weeks ago

Posted by StartOfTheBull > 2024-07-05 09:54 | Report Abuse

Long weekend ahead but is still buying momentum. Hot stock!

Posted by kohcl130562 > 2024-07-05 09:58 | Report Abuse

Ytl sapu all the odd lots. Maybe taking private soon??

Posted by StartOfTheBull > 2024-07-05 10:15 | Report Abuse

Damn. Must be foreign buying. Don't miss the boat!

Posted by speakup > 2024-07-05 10:16 | Report Abuse

Damn the foreigners!

Posted by StartOfTheBull > 2024-07-05 10:24 | Report Abuse

Johor-Singapore mania.

Posted by Jackytan8 > 2024-07-05 10:24 | Report Abuse

To foreigners, Ranhill is too cheap to ignore. RM1.65/USD4.70 = USD 0.35 !! Ranhill share price is USD 0.35 per share. Toooooooooo CHEAP !!

Posted by PureBULL ... > 2024-07-05 10:26 | Report Abuse

CGS International Research sees the acquisition of Ranhill as giving YTL Power exposure to Johor’s water sector, renewable energy (RE) opportunities, and a foothold in Sabah’s tight electricity market.

Apart from the Johor water concessions, Ranhill has gas-fired power plants in Sabah and a 50mw solar farm in Bidor, Perak. It complements YTL Power’s water and sewerage concession in the UK and electricity producer YTL PowerSeraya Pte Ltd in Singapore.

“The purchase of a controlling stake in Ranhill allows YTL Power to ease further into the data centre play in Johor. Water is critical for data centres and Ranhill is a key beneficiary because it has the monopoly over water in the state,” a banker says.

Ranhill, via its subsidiary Ranhill SAJ Sdn Bhd, is Johor’s sole water operator. According to its 2023 annual report, Ranhill SAJ operates 46 water treatment plants, with a total water capacity of 2,171 million litres per day.

https://theedgemalaysia.com/node/714831

Posted by StartOfTheBull > 2024-07-05 10:26 | Report Abuse

What the heck! Forced to all in lieu. LOL

Posted by StartOfTheBull > 2024-07-05 10:34 | Report Abuse

Johor every year flood. More water available than Penang.

Posted by Jackytan8 > 2024-07-05 10:40 | Report Abuse

Maybank Investment Bank bought 100,000 shares Ranhill at RM1.61 on 4 July 2024.

Posted by Jackytan8 > 2024-07-05 10:45 | Report Abuse

Maybank Investment Bank actively accumulate Ranhill shares, showing huge upside ahead. Maybe will upgrade Ranhill target price to RM3.00 after MGO end.

Posted by NatsukoMishima > 2024-07-05 10:49 | Report Abuse

TP rm 5 is realistic long term !

Posted by peroduamyvi > 2024-07-05 10:59 | Report Abuse

柔佛州务大臣拿督翁哈菲兹透露，过去两年来该州已吸引超过50个数据中心，成为东南亚新数据中心枢纽

他表示，这是让人激动的成果，也是该州政府在推动数字经济的努力，以及政府政策的全面支持、良好的连接性和基础设施所取得的成就。

“我们的愿景是发展柔佛州，并打造成全球最大科技公司的首选目的地。

“在投资柔佛州的同时，我们正在考虑建立柔佛数据中心，以整合培养人才、绿色技术和可再生能源的努力。”

翁哈菲兹在翁哈菲兹昨日出席普平数据集团（Princeton Digital Group）位于士年纳科技园区的JH1园区第一阶段开幕后，如是表示。

他说，新加坡花了超过15年的时间才拥有超过70个数据中心、总容量达到1.4千兆瓦的数据枢纽，而柔佛州仅仅在过去两年就吸引了超过50个数据中心，单单STeP 1的电力容量就超过了1000兆瓦。

“在未来的数据中心发展中，州政府将更加审慎，强调绿色科技和可再生能源的应用。柔佛州在这领域的快速增长显示，它正朝着成为东盟新的数据中心枢纽迈进。”

https://www.enanyang.my/node/612242

Posted by peroduamyvi > 2024-07-05 11:14 | Report Abuse

小摩:水供充足 大马是数据中心宝地

分析员表示，由于水供应充足，大马是亚洲区域内数据中心的良好建地。

摩根大通分析员在报告中点出，柔佛州是我国最大的数据中心枢纽，该州的水源供应足以满足未来五年的数据中心发展。

分析员认为，鉴于大马自然资源丰富，水源供应不会成为继续部署数据中心的短期障碍。

摩根大通指出，2018到2022年间，柔佛州的平均水储备量保持在10%水平，也意味着其产能过剩。

未来的五年里，柔佛州的每年水处理产能，料逐年提升610亿升水。

分析员假设，一家数据中心容量为1500兆瓦（MW），以及2.0的总用水量（WUE），柔佛州到2028年每年将增加277亿升水的需求，这将占当前用水量的4%。

考虑到每年3%的总用水量，2028年的总用水需求将达到8510亿升，水处理产能则约为1兆升水。

“以此基础推算，未来五年的水供，不会限制柔佛数据中心项目的发展。”

摩根大通也补充道：“大马在任何气候条件下，所面临的水供风险都最低，我国也是本区域面临缺水问题最少的国家之一。”

然而，若政府没有增加水处理的供应能力，在供水中断下，会加剧系统不稳定，可能导致高用水量用户面临水供困难。

无论如何，由于大马水力和电力资源充足，我国在亚洲拥有良好的数据中心条件。

https://www.enanyang.my/node/612097

Posted by RiskRover > 2024-07-05 14:36 | Report Abuse

Collect collect. YTL and Yeoh are collecting

Posted by Antifanaticracism > 2024-07-05 14:56 | Report Abuse

Eagle said ranhill will go to 1 rm. I am still waiting for it to happen

Posted by probability > 2024-07-06 08:19 | Report Abuse

Read the Edge weekly article on water demand for DC just out...