2021-08-24 02:59:59
Key take-aways and insights from
Ipmuda Bhd (5673) Executive Chairman Beroz Nikmal Mirdin and Chief Executive Officer Jeffri M. Yusup on Rakuten Trade Ideas Webinar last nite.
-major corporate exercise transforming into renewable energy and healthcare player acquiring 3 major assets
(i)integrated 40MW mini hydropower plant in Sabah with 21 year PPA (power purchase agreement) with Sabah Electricity
(ii) 5.99MW Solar power plant in (Jentayu) Kedah under LSS2 with tariff at RM0.389/kwh
(iii) Ohana Specialist hospital with 30 bed capacity
-renewable energy to contribute 90% of earnings based on the proposed acquisitions
-focus on mini hydropower plants (less competition compared to solar) in Sabah
-currently looking at a few hospitals (30-100 bed) potential acquisition to grow healthcare segment for eventual separate listing
-regional expansion in the plans to grow its renewable energy portfolio
Ipmuda Bhd (5673) 的执行主席 Beroz Nikmal Mirdin 和首席执行官 Jeffri M. Yusup 在昨晚Rakuten Trade Ideas 网络研讨会上的主要见解。
- 大型企业转型为可再生能源和医疗保健参与者,收购了 3 项主要资产
(i) 在沙巴 收购了40MW 综合小型水电站,并与沙巴电力公司签订为期 21 年的 PPA(购电协议)
(ii) LSS2成功投标的吉打 (Jentayu) 5.99MW 太阳能资产 (RM0.389/kwh)
(iii) 可容纳 30 张病床的 Ohana 专科医院
- 根据拟议的收购,可再生能源将贡献 90% 的收益
- 专注于沙巴小型水电站(与太阳能相比竞争较少)
-目前正在寻找几家医院(30-100 张床位)的潜在收购,以发展医疗保健部门,以分拆上市
- 计划扩张区域以扩大其可再生能源组合
4.1K viewsedited 23:59