YTL Power Green Data Centre A Significant Earnings Contributor In 2026
YTL Power Green Data Centre A Significant Earnings Contributor In 2026
The green data centre (DC) sector is set to expand significantly with YTL Power's continuous growth and strategic initiatives, according to RHB Investment Bank (RHB).
根据RHB投资银行的消息,随着YTL Power的持续增长和战略举措,绿色数据中心(DC)板块将会大幅扩张。
RHB maintained its BUY rating on YTL Power, with a target price of RM6.68, projecting a 35% upside and approximately 2% yield for Fiscal Year 2025 (FY25F).
RHb 维持其对YTL Power的买入评级,目标价为RM6.68,预计2025财年(FY25F)有35%的上涨空间和约2%的收益率。
Following a site visit, RHB analysts reported optimism for YTL Power's Green Data Centre Park in Kulai, Johor. The first 48MW data centre is commercialised, with ongoing talks to secure additional capacity and plans to configure parts of it into an artificial intelligence (AI) data centre.
根据RHb分析师的现场参观报告,YTL Power在柔佛古来的绿色数据中心园区表现出了乐观态度。第一个48MW数据中心已被商业化,正在进行谈判以获得额外的容量,并计划将部分配置成人工智能(AI)数据中心。
The first 20MW of YTL Power's 100MW AI-DC is nearing completion, with server installation expected by year-end. The entire AI-DC capacity is projected to be operational by mid-2025, contributing significantly to the company's earnings from 2026 onwards.
YTL Power的100MW AI-DC的第一个20MW即将完工,预计在年底安装服务器。整个AI-DC的容量预计在2025年中期之前投入运营,并从2026年开始为公司的收益做出重大贡献。
YTL Power is also constructing a new data centre phase with 40+40MW capacity, expected to be completed by mid-2025. This facility aims to attract hyperscalers and leverage vacant land for future solar energy projects, enhancing its green energy credentials.
YTL Power还在建设一个容量为40+40MW的新数据中心阶段,预计在2025年中期完成。该设施旨在吸引超大规模云服务商,并利用未利用的土地用于未来的太阳能项目,增强其绿色能源信誉。
RHB's positive outlook is further supported by the expected supply of Nvidia Corp's chips by the first half of the calendar year 2025 (1HCY25). This positions YTL Power favourably amidst rising demand for AI and green energy solutions, projecting robust growth for the company's data centre operations.
RHB的积极前景进一步得到了第一季度日历年2025年(1HCY25)Nvidia Corp芯片的预期供应的支持。这将为YTL Power在人工智能和绿色能源解决方案日益增长的需求趋势中处于有利地位,为公司的数据中心业务预测出色的增长。
The bank's analysis underscores YTL Power's strategic positioning within the growing green data centre market.
该银行的分析强调了YTL Power在不断增长的绿色数据中心市场中的战略优势。