QUOTE(plumberly @ Feb 28 2013, 09:20 PM)
I got some Malakoff shares (RM2+) in the 2000's and sold them at RM10+ for their delisting. It was also a good dividend payer.
Having second thought in getting into Malakoff boat again though I gained much from it earlier. I may be wrong here, the current IPP contract terms are not as lavish as before. Thus EPS will be less than before.
But TNM does not have the required power station to meet all the power demand. TNM needs to get the difference from IPP. So demand is there. Can someone help me with this, how much is the total power demand and how much can be provided by Malakoff? Heard that TNM will be/is building their own new big power stations.
Who are the other major IPP now in the market?
Thanks.
Malakoff Malaysia's power generation capacity is 5,020 MW which is 23% of Malaysian power generation capacity. Here is the breakdown of IPP.
TNB - 11,296 MW+ Upcoming Prai Power Plant (1,071 MW)
1MDB - Aquired power assets of Tanjong PLC & Genting Power & Jimah Power - 3,951 MW + 720 MW + 1,400 MW = 6,071 MW (IPP extend 10 years)
Malakoff - 5,020 MW (IPP extended 10 years)
YTL Power - 1,212 MW (IPP Discontinue upon expiry)
Sabah & Sarawak- Bakun & Murum Dam - 2,400 MW + 944 MW - Sesco
There are smattering of other smaller ones...
Due to IPP provision of take or pay, if there are excess power, TNB will slow down their plants. Currently Malaysia have 15% excess power...
This post has been edited by gark: Mar 2 2013, 04:37 PM