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$EKOVEST (8877.MY)$
Key points of feasibility.
• Low energy consumption optimization: If open-source technologies like DeepSeek can reduce PUE to below 1.2, it can effectively control energy consumption and Operation costs.
• Cooling adaptation: Large spaces in shopping malls facilitate air circulation, combined with natural cooling or liquid cooling technologies, to reduce cooling costs.
• Infrastructure renovation: It is necessary to expand Electrical Utilities, deploy UPS, enhance network access, and ensure the floor load capacity (≥500kg/m²).
• Economic benefits: The renovation cost is 30%-50% lower than new construction, and policy support (tax reductions, green subsidies) can improve ROI.
• Market opportunities: If the shopping mall's geographical location is suitable for Edge Computing, it can serve AI and IoT companies, enhancing commercial value.
• Mixed-use: The ground floor can retain retail or office spaces, while the upper floors can be converted into server rooms, increasing the utilization of Assets.
Key risks
• Compliance challenges: Must comply with fire, noise, and data security regulations.
• Technical dependence: Maintenance costs of open-source technologies need to be considered to ensure long-term sustainable operation.
Recommendation
1. Feasibility Study: Assess the conditions of construction, Electrical Utilities, and networks to ensure the feasibility of the transformation.
2. Pilot Deployment: Conduct small-scale testing of DeepSeek's energy efficiency to verify the adaptability of the technology.
3. Cooperation Expansion: Collaborate with the open-source Community, government, and enterprises to optimize the solution and seek subsidy support.
Conclusion.
If technology, policies, and market conditions align, this project can be realized in 3-5...
Key points of feasibility.
• Low energy consumption optimization: If open-source technologies like DeepSeek can reduce PUE to below 1.2, it can effectively control energy consumption and Operation costs.
• Cooling adaptation: Large spaces in shopping malls facilitate air circulation, combined with natural cooling or liquid cooling technologies, to reduce cooling costs.
• Infrastructure renovation: It is necessary to expand Electrical Utilities, deploy UPS, enhance network access, and ensure the floor load capacity (≥500kg/m²).
• Economic benefits: The renovation cost is 30%-50% lower than new construction, and policy support (tax reductions, green subsidies) can improve ROI.
• Market opportunities: If the shopping mall's geographical location is suitable for Edge Computing, it can serve AI and IoT companies, enhancing commercial value.
• Mixed-use: The ground floor can retain retail or office spaces, while the upper floors can be converted into server rooms, increasing the utilization of Assets.
Key risks
• Compliance challenges: Must comply with fire, noise, and data security regulations.
• Technical dependence: Maintenance costs of open-source technologies need to be considered to ensure long-term sustainable operation.
Recommendation
1. Feasibility Study: Assess the conditions of construction, Electrical Utilities, and networks to ensure the feasibility of the transformation.
2. Pilot Deployment: Conduct small-scale testing of DeepSeek's energy efficiency to verify the adaptability of the technology.
3. Cooperation Expansion: Collaborate with the open-source Community, government, and enterprises to optimize the solution and seek subsidy support.
Conclusion.
If technology, policies, and market conditions align, this project can be realized in 3-5...
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The interest margin is seasonally narrowing.
The Banks' profits in the last quarter are expected to be Put.
Although the loan demand remains strong in the fourth quarter of 2024, the loans' returns from the Banks are expected to remain stable or decline slightly.
The investment bank pointed out that this is mainly constrained by the trend of loan profit margins usually narrowing towards the end of the year, which may affect overall profitability.
The report pointed out that net interest income (NII) in the Banks may remain stable or experience a slight decline on a quarter-on-quarter basis. Although loan growth is robust, net interest margins (NIM) are under seasonal pressure.
However, compared to the same period in 2023, competition for deposits has eased this quarter, reducing the pressure of narrowing interest spreads.
Therefore, the decline in net interest margins in 4Q24 may be lower than the decline of 4 basis points recorded in the fourth quarter of 2023.
Regarding non-interest income, Industrial Bank's investment banking research indicates that loan and credit card-related fees remain stable, and the wealth management Business continues to show good progress.
However, due to a high base in the third quarter of 2024, fiscal revenue in the fourth quarter may decline quarter-on-quarter.
Expenditure on Technology projects has increased.
In addition, the 10-year Malaysian Government Securities (MGS) yield remained stable in this quarter, except for some fluctuations during the USA elections.
Therefore, overall, due to the above factors, the operating income for the last quarter of last year is expected to decline month-on-month, but there will still be some year-on-year growth.
The report also mentioned that Banks' operating expenses in Q4 2024 will be affected by seasonal factors. In addition, Banks may invest in Technology and special projects...
The Banks' profits in the last quarter are expected to be Put.
Although the loan demand remains strong in the fourth quarter of 2024, the loans' returns from the Banks are expected to remain stable or decline slightly.
The investment bank pointed out that this is mainly constrained by the trend of loan profit margins usually narrowing towards the end of the year, which may affect overall profitability.
The report pointed out that net interest income (NII) in the Banks may remain stable or experience a slight decline on a quarter-on-quarter basis. Although loan growth is robust, net interest margins (NIM) are under seasonal pressure.
However, compared to the same period in 2023, competition for deposits has eased this quarter, reducing the pressure of narrowing interest spreads.
Therefore, the decline in net interest margins in 4Q24 may be lower than the decline of 4 basis points recorded in the fourth quarter of 2023.
Regarding non-interest income, Industrial Bank's investment banking research indicates that loan and credit card-related fees remain stable, and the wealth management Business continues to show good progress.
However, due to a high base in the third quarter of 2024, fiscal revenue in the fourth quarter may decline quarter-on-quarter.
Expenditure on Technology projects has increased.
In addition, the 10-year Malaysian Government Securities (MGS) yield remained stable in this quarter, except for some fluctuations during the USA elections.
Therefore, overall, due to the above factors, the operating income for the last quarter of last year is expected to decline month-on-month, but there will still be some year-on-year growth.
The report also mentioned that Banks' operating expenses in Q4 2024 will be affected by seasonal factors. In addition, Banks may invest in Technology and special projects...
Translated
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$Advanced Micro Devices (AMD.US)$
1. Support & Resistance (Weekly & Daily)
Key Supports:
$106.5: Immediate support, a critical zone recently tested.
$118.6: Next bullish resistance in case of a rebound.
$90: Extreme support in case of a deeper correction.
Major Resistances:
$146.9: Strong long-term resistance.
$175.2: Zone tested multiple times in 2024, significant trading volume.
$203.4: Previous peak zone, the ultimate resistance.
The stock i...
1. Support & Resistance (Weekly & Daily)
Key Supports:
$106.5: Immediate support, a critical zone recently tested.
$118.6: Next bullish resistance in case of a rebound.
$90: Extreme support in case of a deeper correction.
Major Resistances:
$146.9: Strong long-term resistance.
$175.2: Zone tested multiple times in 2024, significant trading volume.
$203.4: Previous peak zone, the ultimate resistance.
The stock i...
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Gold has hit another ATH recently, what does it mean for regular investor, and how should you react to this ? You've probably seen some people talking about it and how now is a good time to buy gold, but should you ?
Background
1. First thing to know about gold is, its a non productive asset, it doesnt product any value.
2. Gold has been used throughout history as a hedge against uncertainty. the more the uncertainty, the high...
Background
1. First thing to know about gold is, its a non productive asset, it doesnt product any value.
2. Gold has been used throughout history as a hedge against uncertainty. the more the uncertainty, the high...
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