Changes in Director's Interest (Section 219 of CA 2016) - DATO' YEO BOON LEONG, JP (Amended Announcement)
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSTA WIN HOLDINGS BERHAD ("TA WIN" OR "THE COMPANY") - PROPOSED DISPOSAL BY TA WIN COPPER BIOHEALTH SDN. BHD., A WHOLLY-OWNED SUBSIDIARY OF THE COMPANY, OF THE ENTIRE ORDINARY SHARES HELD BY IT IN ROYCE PHARMA MANUFACTURING SDN. BHD., TO POLY LABORATORIES SDN. BHD. AND JELITA SERBANEKA SDN. BHD. FOR A TOTAL CONSIDERATION OF RM20,850,000.00 TO BE SATISFIED BY CASH
AI data centers are 'copper eaters'?
Morgan Stanley stated in its latest report that with the rapid development of AI technology, the demand for copper will significantly increase, with AI data centers becoming a new growth point for copper demand. By the fourth quarter of 2024, the price of copper may rise to $10,500 per ton, representing an 18% increase from current levels.
According to the report, from 2024 to 2027, the demand for copper in AI data centers is projected to increase from 200,000 to 500,000 tons annually in 2023 to 500,000 to 1.2 million tons in 2027, with a compound annual growth rate of 26%.
By 2027, the demand for copper from AI data centers may account for 3.3% of global copper demand (in comparison, the demand from electric vehicles may only be 5.2%), which will drive copper prices higher and have a profound impact on the global copper market.
In data centers, copper is primarily used for power distribution equipment (accounting for about 75%) and grounding and interconnection (accounting for about 22%). Specifically, copper is used extensively in power transmission (such as cables, connectors, busbars), as well as heat exchangers and water tanks, grounding and interconnection, and piping and HVAC systems.
It is worth noting that despite the presence of fiber optic cables in data transmission, copper still dominates in power distribution and heat exchangers. The advantages of copper lie in its lower installation cost, lower power consumption, and minimal cooling requirements for heat design.
Taking this into account, is there a chance for Malaysia's copper manufacturers to experience a surge? Some that come to mind are $METROD / 6149 (METROD HOLDINGS BERHAD), $KSSC / 5192 (K.SENG SENG CORPORATION BERHAD), and $TAWIN / 7097 (TA WIN HOLDINGS BERHAD), especially given the recent boom in AI-related stocks.
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NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) : FUND RAISINGTA WIN HOLDINGS BERHAD ("TA WIN" OR THE "COMPANY")
PRIVATE PLACEMENT
NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) : FUND RAISINGTA WIN HOLDINGS BERHAD (''TA WIN'' OR THE ''COMPANY")
PRIVATE PLACEMENT
OTHERSTA WIN HOLDINGS BERHAD ("TA WIN" OR THE "COMPANY")
PROPOSED JOINT VENTURE BETWEEN CYPRIUM CAPITAL SDN. BHD., A WHOLLY-OWNED SUBSIDIARY OF TA WIN AND NINGBO KIBOR WIRE & CABLE CO., LTD. ("PROPOSED JOINT VENTURE").
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSTA WIN HOLDINGS BERHAD ("TA WIN" OR "THE COMPANY") - PROPOSED DISPOSAL BY TA WIN COPPER BIOHEALTH SDN. BHD., A WHOLLY-OWNED SUBSIDIARY OF THE COMPANY, OF THE ENTIRE ORDINARY SHARES HELD BY IT IN ROYCE PHARMA MANUFACTURING SDN. BHD., TO POLY LABORATORIES SDN. BHD. AND JELITA SERBANEKA SDN. BHD. FOR A TOTAL CONSIDERATION OF RM20,850,000.00 TO BE SATISFIED BY CASH
OTHERSTA WIN HOLDINGS BERHAD ("TA WIN" OR "THE COMPANY")
PROPOSED RENEWAL OF SHARE BUY-BACK AUTHORITY FOR TA WIN TO PURCHASE UP TO 10% OF THE TOTAL NUMBER OF ITS ISSUED SHARES ("PROPOSED RENEWAL OF SHARE BUY-BACK AUTHORITY")
$TAWIN / 7097 (TA WIN HOLDINGS BERHAD) https://cutt.ly/PwziB0if #forstudyonly #Tawin and #Copper Price. 8/Sept/23. Tawin possible formed a double bottom on daily chart at major support zone As Its stock Price correlated to Copper..
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Intention to Deal During Closed Period
NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) : FUND RAISINGTA WIN HOLDINGS BERHAD ("TA WIN" OR THE "COMPANY")
PRIVATE PLACEMENT
NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) : FUND RAISINGTA WIN HOLDINGS BERHAD ("TA WIN" OR THE "COMPANY")
PROPOSED PRIVATE PLACEMENT
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSTA WIN HOLDINGS BERHAD ("TA WIN" OR "THE COMPANY")
PROPOSED DISPOSAL OF 850,000 ORDINARY SHARES IN SUPERTEAM INTERNATIONAL (M) SDN BHD ("STI"), REPRESENTING 51% OF THE TOTAL ISSUED SHARE CAPITAL OF STI BY SIN LINE TEK ELECTRONIC CO. SDN BHD ("SLT" OR "SELLER"), TO MR LIM AIK GEE ("AG LIM" OR "PURCHASER") FOR A TOTAL CONSIDERATION OF RM1,031,900.00 ("PROPOSED DISPOSAL")
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSTA WIN HOLDINGS BERHAD ("TA WIN" OR "THE COMPANY")
PROPOSED DISPOSAL OF 850,000 ORDINARY SHARES IN SUPERTEAM INTERNATIONAL (M) SDN BHD ("STI"), REPRESENTING 51% OF THE TOTAL ISSUED SHARE CAPITAL OF STI BY SIN LINE TEK ELECTRONIC CO. SDN. BHD. ("SLT" OR "SELLER"), TO MR LIM AIK GEE ("AG LIM" OR "PURCHASER") FOR A TOTAL CONSIDERATION OF RM1,031,900.00 ("PROPOSED DISPOSAL")
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSTA WIN HOLDINGS BERHAD ("TA WIN" OR "THE COMPANY")
- PROPOSED DISPOSAL BY TA WIN COPPER BIOHEALTH SDN. BHD., A WHOLLY-OWNED SUBSIDIARY OF THE COMPANY, OF THE ENTIRE ORDINARY SHARES HELD BY IT IN ROYCE PHARMA MANUFACTURING SDN. BHD., TO POLY LABORATORIES SDN. BHD. AND JELITA SERBANEKA SDN. BHD. FOR A TOTAL CONSIDERATION OF RM20,850,000.00 TO BE SATISFIED BY CASH