Posted by probability > 2022-01-05 11:25 | Report Abuse

even steel producers stock price are rising due to anticipated DC investments...which is only one time capex...

what about that DC which needs water for cooling forever at ever increasing amount?

Posted by peroduamyvi > 1 week ago | Report Abuse

kena faham kenapa air begitu penting, sampai ytlpower sanggup beli ranhill ,sebab air tak ada , tak boleh buat data center

Posted by PureBULL ... > 1 week ago | Report Abuse

RANHILL

1st FACT, the # 1 RULER n YTLP control RANHILL.

2nd all the 2nd to 5th OLD largest s/holders r dumping n thinking they r so much cleverer than
# 1 owner who sold at 99.5 sen.

3rd the NEW 2nd to 3rd new s/holders r yet to buy enough to begin the journey of flying high
like the trajectory of YTLP
from 130 to 222 then
222 to 424 then
424 to 544.,.

Posted by RiskRover > 1 week ago | Report Abuse

Tomorrow ---> RM1.50 📈

Posted by PureBULL ... > 6 days ago | Report Abuse

Sensitivity Test on rate of water usage by DC

1 metric from TA Securities Research is,
1 MW data centre, using a traditional cooling process can potentially use 25.5million litres of water each year
= 25,500 unit or m3 p.a.

TIS a std 3 math exam Q.
Suppose in 2 yrs time, there r 15 DC with combined power usage of
1280 + 1490 MW = 2,770 MW as 1st phase of DC in JB,
how big in hundreds of million $ p.a., can RANHILL potentially make with new profits of $2.50 per m3?

Posted by NatsukoMishima > 4 days ago | Report Abuse

Double down , all in ranhill that s only i can say !

Posted by PureBULL ... > 3 days ago | Report Abuse

[2024-06-30 1:05 AM]
The ultimate driving force has been known,
the KING n I r in SIPP:

https://www.malaysiakini.com/news/269133

the next BIG thing in Ranhill,
the supplier of RE n later water to SIN!

https://www.thestar.com.my/news/nation/2023/11/18/dr-wee-congratulates-johor-royal-court-council-advisor-on-receiving-honorary-doctorate

https://www.linkedin.com/posts/maharani-gateway_congratulations-to-yb-dato-dr-daing-a-activity-7131525655762010112-g7a4

https://www.tradingview.com/x/qAICwjuk/

Posted by peroduamyvi > 6 days ago | 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 > 6 days ago | 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 > 6 days ago | Report Abuse

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

Posted by troy88 > 6 days ago | Report Abuse

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

Posted by B03392 > 0 seconds ago | Report Abuse

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

Posted by NatsukoMishima > 6 days ago | 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 > 6 days ago | Report Abuse

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

Posted by GSX1111 > 6 days ago | Report Abuse

All ths need water, cant run away.

Posted by PureBULL ... > 5 days ago | Report Abuse

The greatest sectors on KLSE now

a. Utilities n Construction stocks r still the best,
they fly max speed up a mkt day.

b. Industrial Products n Technology stocks r gaining steam...

c. Property stocks cld be peaking edi n cld enter consolidation.

NB: Go after the Rocket Trend Stocks to outperform the new cycle.

3 big themes r in play concurrently:
DC
AI
E-Invoicing themes

Posted by NatsukoMishima > 5 days ago | 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 > 5 days ago | 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 > 5 days ago | Report Abuse

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

Posted by Jackytan8 > 2024-01-10 20:55 | 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 > 0 seconds ago | Report Abuse

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

Posted by NatsukoMishima > 2022-01-12 13:01 | Report Abuse

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

Posted by NatsukoMishima > 5 days ago | Report Abuse

OTB YTLPOWER ?? Salute !

Posted by hauchong > 5 days ago | Report Abuse

lucky i hold last time, despite drop so much

Posted by Jackytan8 > 5 days ago | Report Abuse

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

Posted by B03392 > 2022-02-13 09:16 | Report Abuse

Sta with Ranhill. Dont lose hope.

Posted by B03392 > 0 seconds ago | Report Abuse

Stay with Ranhill

Posted by NatsukoMishima > 2024-02-28 09:04 | Report Abuse

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

Posted by ChloeTai > 5 days ago | 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 PureBULL ... > 5 days ago | Report Abuse

[2024-06-30 1:05 AM]
The ultimate driving force has been known,
the KING n I r in SIPP:

https://www.malaysiakini.com/news/269133

the next BIG thing in Ranhill,
the supplier of RE n later water to SIN!

https://www.thestar.com.my/news/nation/2023/11/18/dr-wee-congratulates-johor-royal-court-council-advisor-on-receiving-honorary-doctorate

https://www.linkedin.com/posts/maharani-gateway_congratulations-to-yb-dato-dr-daing-a-activity-7131525655762010112-g7a4

https://www.tradingview.com/x/qAICwjuk/

Posted by Rameez Soudagar RS > 5 days ago | Report Abuse

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Posted by TaiMeiLi > 5 days ago | Report Abuse

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

Posted by NatsukoMishima > 5 days ago | Report Abuse

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

Posted by PureBULL ... > 0 seconds ago | Report Abuse

Can JB accommodate more data centers?
Quoting JPM, world # 1 largest IB who knows How Biz Can Work BETTER:

“Based on our calculations, water supply will not be an obstacle to setting up a data center in Johor in the next five years.”

JPMorgan also said that Johor can accommodate more than three times the current number of data centers. If the water storage capacity remains stable at 10%, Johor can accommodate up to 5,500 megawatts of data centers by 2028.

“According to our data, by 2028, Johor’s water storage capacity will have expanded to 19%, higher than Malaysia’s 15% target, with room to accommodate more data centres.”

Overall, JPMorgan believes that Malaysia has sufficient water and electricity supply, which makes it well-positioned to develop data centers in Asia."


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

NB:
KEY#: at 5,000 GW = RANHILL surely be > PMETAL in mkt cap!
RANHILL, a GOD sent deal to YTLP.

Posted by PureBULL ... > 5 days ago | Report Abuse

RANHILL, the 5 bagger stock in the making soon!
RANHILL, the GOD sent deal to YTLP.,.

Pretty much like what warren B has on all the top 4 sogoshosha stocks in Japan.
Brilliant warren borrowed 100% at 0.05% interest p.a. in late 2020.
n all his jepunkia stocks r up like;
2975/645 = up 360% today.

https://www.tradingview.com/x/vaslYPkn/

Posted by stevenckheng > 5 days ago | Report Abuse

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

Posted by ChloeTai > 5 days ago | 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 PureBULL ... > 5 days ago | Report Abuse

Keep it KISS:
when a successful billionaire cina buys a malay co = that must be the PURE treasure.

n when the KING in total POWER also follow to do so =
u tell me WHAT?

Posted by ChloeTai > 5 days ago | 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 > 5 days ago | 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 > 4 days ago | 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 > 4 days ago | 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 > 4 days ago | 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 > 4 days ago | Report Abuse

Yes yes Ranhill euphoria. Ini kalilahhhhhh

Posted by troy88 > 4 days ago | Report Abuse

Uptrend intact after sharks gobbled up bilis couple weeks ago

Posted by StartOfTheBull > 4 days ago | Report Abuse

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

Posted by kohcl130562 > 4 days ago | Report Abuse

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

Posted by StartOfTheBull > 4 days ago | Report Abuse

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

Posted by speakup > 4 days ago | Report Abuse

Damn the foreigners!

Posted by StartOfTheBull > 4 days ago | Report Abuse

Johor-Singapore mania.