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).
根據RHB投資銀行的消息,隨着YTL Power的持續增長和戰略舉措,綠色數據中心(DC)板塊將會大幅擴張。
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 維持其對YTL Power的買入評級,目標價爲RM6.68,預計2025財年(FY25F)有35%的上漲空間和約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.
根據RHb分析師的現場參觀報告,YTL Power在柔佛古來的綠色數據中心園區表現出了樂觀態度。第一個48MW數據中心已被商業化,正在進行談判以獲得額外的容量,並計劃將部分配置成人工智能(AI)數據中心。
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的第一個20MW即將完工,預計在年底安裝服務器。整個AI-DC的容量預計在2025年中期之前投入運營,並從2026年開始爲公司的收益做出重大貢獻。
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還在建設一個容量爲40+40MW的新數據中心階段,預計在2025年中期完成。該設施旨在吸引超大規模雲服務商,並利用未利用的土地用於未來的太陽能項目,增強其綠色能源信譽。
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的積極前景進一步得到了第一季度日曆年2025年(1HCY25)Nvidia Corp芯片的預期供應的支持。這將爲YTL Power在人工智能和綠色能源解決方案日益增長的需求趨勢中處於有利地位,爲公司的數據中心業務預測出色的增長。
The bank's analysis underscores YTL Power's strategic positioning within the growing green data centre market.
該銀行的分析強調了YTL Power在不斷增長的綠色數據中心市場中的戰略優勢。