Is it time for the Otsuka mother and son to take action now?
Is it time to enter the market and buy at the lowest point? The question is when is the bottom? As long as it reaches the price point I have in mind, I think it's worth buying!
In 2016, 172 countries signed the Paris Agreement to reduce carbon emissions, and major enterprises in each country have responded to the RE100 goal (Recycle-able Energy 100%). This means that companies achieve all their electricity needs from clean energy sources such as cecep solar energy and hydropower. Malaysia excels in this area with outstanding solar panel manufacturing technology that is exported to many countries...
Up to now, our clean energy is the cheapest in all of Southeast Asia, so data centers in the USA are establishing data centers in Malaysia, as well as many large enterprises in Singapore, also moving towards the RE100 goal. Therefore, there is strong demand for clean energy and long-term stable income. However, Singapore is small and lacks natural resources, so companies need to buy clean energy from Malaysia and Myanmar (because Singapore is often at a disadvantage from Malaysia, so they need to be prepared).
One of the biggest beneficiaries is. $YTLPOWR (6742.MY)$ YTLPOWER is one of them. It is a TPA (private power plant, companies can directly purchase electricity from TPA and then use TNB power grid for transmission, TNB charges 'Wheeling Fees'. YTLPOWER has clean energy power plants in Singapore with fixed customers, so the advantage is significant...
So when I mentioned seeing the stock price of YTL mother and son duo pull back by over 30%, with block orders continuing to suppress the stock price, and then the BestariNet fraud case emerged.
It's just to cool down the stock price, and I also have reason to believe that YTL Group will be fine. $YTL (4677.MY)$ In money-making companies, with a market cap of 22.4 billion, the electrical utilities company worth tens of billions aside, $TENAGA (5347.MY)$ , $PETGAS (6033.MY)$ , $YTLPOWR (6742.MY)$ With a market cap of 26.4 billion, pe7.78The lowest first, this stock price is very reasonable, one could say that there's no better time to buy than now. It should be right to do DCA now.
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骰神☀王八 : If you are so bullish, you will be criticized by many people. Our comments should follow the herd, just go against the herd.
胡空 HuKong OP : If there are trolls who want to criticize, ask yourself, do you know what the Paris Agreement is? Why reduce carbon emissions? What is TPA? How to sell electricity directly? How much money does TNB need to pay for every MegaWatt of electricity? What major actions is TNB taking now to support the new energy fund market? What government policies are in place to support it?
If you don't know, go and do your homework first, I don't have time to look down on you.
105038909 胡空 HuKong OP : Agreed.