AnaiAnai
102371851
OP
:
Drop is expected from Spore Power Generation already. I said earlier when Sembcorp power generation segment last QR already mentioned that. The unexpected was from Water & Sewage and Telco segment swung back to be profitable. And the fair value increased from Ranhill current price is above the purchased price. Overall is above the expectation. The only issue the current profit is sustainable in the next Qtr is still unknown. Data Centre contribution is still far away till 2025 then can see it. Dunno can contribute how much is still unknown as delayed by Nvidia Shipment already pushed back the data centre completion date.
AnaiAnai : Good in the sense it was better than expected. That's why Gap up lah.
102371851 OP AnaiAnai : Really? hmmmm.....
AnaiAnai 102371851 OP : Yeah. If not why can up. It should be down right?
102371851 OP AnaiAnai : My understanding is the down 10.5% (YoY) mean that the revenue of 2024Q4 is dropped to 10.5% as compared to 2023Q4...
AnaiAnai 102371851 OP : Drop is expected from Spore Power Generation already. I said earlier when Sembcorp power generation segment last QR already mentioned that. The unexpected was from Water & Sewage and Telco segment swung back to be profitable. And the fair value increased from Ranhill current price is above the purchased price. Overall is above the expectation. The only issue the current profit is sustainable in the next Qtr is still unknown. Data Centre contribution is still far away till 2025 then can see it. Dunno can contribute how much is still unknown as delayed by Nvidia Shipment already pushed back the data centre completion date.
wongcm1888 : Be careful
103901812 : EPS 13 sen, almost 50% higher EPS than public bank. Apa lagi u mau?