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Overview
Financial Highlight
HeadlinesBusiness Background Tenaga Nasional Bhd, or TNB, is the largest electric utility company in Malaysia. The company is involved in the generation, transmission, distribution, and sale of electricity. TNB segments its operations into a generation division, a transmission division, and a distribution division. The generation division encompasses the company’s portfolio of thermal and hydroelectric power plants located throughout Malaysia. Through its subsidiaries, TNB also engages in other energy-related operations, such as the manufacturing of transformers and the providing of consulting services. The company primarily generates revenue through the sale of electricity in West Malaysia. Its customers are mainly commercial operations, domestic consumers, and large industrial entities.
  Deekay Prudent, why don't you sell your maybank and add to your RHB as MBB got a PE of 12.3 vs RHB 8.3 based on your logic. Perhaps MBB should also trade at PE of 8 like RHB. In RHB's thread i can see you keep on ranting about how your RHB not moving against MBB or CIMB. 06/08/2024 5:42 PM  cheeseburger https://theedgemalaysia.com/node/723561 KUALA LUMPUR (Aug 20): Tenaga Nasional Bhd (KL:TENAGA) has received a new tax bill totalling RM1.39 billion from the Inland Revenue Board (IRB). 20/08/2024 10:13 PM  speakup TNB bayar je lah. Consider the Lhdn fine as national service to develop the nation. Don't be selfish TNB! 20/08/2024 10:27 PM bullrun168 Walaoeh, what happend ? Super damn hot man Tenaga today ! Now Tenaga was traded at @RM14.10 (+0.18) (+1.30 %) Heng ah, Ong ah, Huat ah ! 28/08/2024 10:42 AM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ Tenaga reported a very good latest quarter. 29/08/2024 5:36 PM speakup Tenaga record profit, pls pay Lhdn fine! Consider this as national service to help the country! F*rk stop wasting money on lawyers. Just pay! 29/08/2024 7:56 PM speakup As a shareholders of Tenaga we demand Tenaga pay the Lhdn 1.39 bil fine as this can help Malaysia a lot! Unless of course Tenaga tak cintai Malaysia 29/08/2024 7:58 PM KingKKK TENAGA - Bursa Magnificent 7 stock with Uptrend Chart and strong Q2 earnings - KingKKK https://klse.i3investor.com/web/blog/detail/bestStocks/2024-08-30-story-h-153150473-TENAGA_Bursa_Magnificent_7_stock_with_Uptrend_Chart_and_strong_Q2_earni 30/08/2024 8:57 AM AbangRedTea MYR strong mean raw material for generate electric power is reduce. Earning is on the way up trend. Apa lagi u mau. Let's top up and get dividend je.. RM 15 soon.. don't miss the chance. 30/08/2024 10:26 AM speakup https://focusmalaysia.my/a-hilarious-friday-awaits-as-siti-kasim-teases-pmx-we-can-send-planes-to-bring-the-taliban-here/ 30/08/2024 3:16 PM DividendGuy67 What a wonderful day for TENAGA investors! I blogged about this here. Enjoy the ride up and good luck! https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-08-31-story-h468109399-TENAGA_Is_it_time_to_sell 31/08/2024 12:55 AM turbochart I propose: household tnb usage >rm100, +10%charge >rm200, +20%charge .. .. >rm500, +50%charge >rm800, +80%charge 02/09/2024 11:24 PM kkwong13 Just a slight improvement in Tenaga %revenue will bring huge earnings to Tenaga in next coming next Qtr report. Now, 6 datacenter building, infrastructure are ready, bringing in equipment, tooling, expect start operation by end 2024. Then, another 4 new Data centers in building, more to come by end 2024. Imagine in year 2025, all big corporation Microsoft, Nvidia, Bytedyne, Amazon, Google, SEA are ready & start operation. How much power its require by then. Not to mention, household & industrial TNB usage tariff charges increase, that will boost it revenue on top of global coal price drop, forex RM vs USD stronger & increase tariff cost charges. Short term TP $17.00 by next Qtr result out. 03/09/2024 4:39 PM SENoob https://www.thestar.com.my/business/business-news/2024/09/03/tnb-projects-strong-electricity-demand-growth-driven-by-data-centres According to CIMB Securities, TNB shared in its briefing that it had completed connection of seven DC projects to the electricity grid in the first half of the year so far and this totals a circa. 1,070MW. An additional 3.2GW of 21 DC projects are in the supply application stage, it said. TNB Green Lane Pathway may realize the connection within 12 months, as opposed to the usual 36 to 48 months. With such massive influx of power demand, the immediate plan may be to extend the retiring or retired power plant. Can possibly check out alternative prospects of those IPPs. 03/09/2024 9:54 PM SENoob According to https://www.gso.org.my/ which provide real time power demand in Peninsular which stood at around 19GW, thus additional 4.2GW is very significant. Tenaga and IPP may be supported with such huge demand in the short to medium term. 03/09/2024 9:58 PM kkwong13 “In the 2Q2024 earnings season, performance of companies under our coverage were largely in line with our expectation, except for Tenaga, which exceeded our estimate, attributed to better-than-expected sale of electricity, along with lower fuel cost and forex translation loss, amid the strengthening of the MYR (Malaysian ringgit),” BIMB said. Tenaga’s sale of electricity escalated 4% quarter-on-quarter and 6% year-on-year (y-o-y), thanks to increased demand from the commercial (DCs included under this) and domestic segment by 10% and 12% y-o-y, respectively. BIMB maintained an “overweight” recommendation on the sector, with a “buy” call on Tenaga at a target price (TP) of RM17.84, Malakoff at a TP of 90 sen. 04/09/2024 5:09 PM kkwong13 More and more foreign investor, capital flow in to build more factories in Malaysia, more electricity require. Fong/The Edge KUALA LUMPUR (Sept 4): Malaysia secured RM85.4 billion in foreign investments in the first half of 2024 (1H2024), with Austria leading at RM30.1 billion. This was followed by Singapore (RM16.5 billion), China (RM9.8 billion), the Netherlands (RM4.0 billion), and Taiwan (RM2.4 billion), according to the Malaysian Investment Development Authority (Mida). The RM85.4 billion in foreign investments accounted for 53.4% of total approved investments of RM160 billion in 1H2024. Domestic investments contributed 46.6% or RM74.6 billion. The total approved investments of RM160 billion represented an 18% year-on-year increase from RM135.6 billion in the same period last year, Mida reiterated, following Prime Minister Datuk Seri Anwar Ibrahim's announcement of the same on Tuesday. https://theedgemalaysia.com/node/725477 04/09/2024 10:32 PM speakup F-a-r-k lah Tenaga just pay the 1.4Bil LDHN fine lah! Lu dapat monopoly from govt tapi tak nak bantu Malaysia? That 1.4Bil boleh bantu bangunkan negara and rakyat Malaysia. Bayar je 06/09/2024 7:32 PM yeinemesis Cannot simply pay. Public Company. The management must be able to 'justify' that such tax is required under the Tax Law. Otherwise if auditor comes and discovers a person is not protecting the company's interest, he might face legal action by the company. Nowadays we hear news of 'new management' of a company taking legal action on 'former management' pertaining to their action & decision making related to the company's interest. Similar to our politics. 07/09/2024 12:31 AM yeinemesis 14.680 with 1.2M Bids against 14.700 with 3.0M Asks at 4pm. Big volume fighting. How to move...🤔😴 10/09/2024 4:05 PM Daniel Chin @speakup funny mindset, next time you get fine, even you not wrong, you must pay the fine , because you love Malaysia 12/09/2024 1:29 PM Phoebe Lower borrowing cost and fuel cost due RM strengthening against USD. Increase in electricity consumption due to industrial activity and DC. Lastly, RP4 coming. Increase in electricity tariff? 24/09/2024 11:23 AM turbochart propose to gov, remove all tnb subsidy!! Use 1sen pay 1sen, use 100k, pay 100k🤣 24/09/2024 4:11 PM PureBULL ... 👍 1 TENAGA's top line sales r in strong RM n is on twin Catalysts as 1st Value stock n 2nd Growth stock with driving forces to fly HH on Multiple Tailwinds as Phoebe presented above: a. Growth Investing on Increasing electricity consumption n HIGH-demand coming at high selling rate in kw.hr due to industrial activity and esply the brand new DC, the hyper power guzzlers on 247 n non-stop. b. Value Investing on Lower borrowing cost and esply in raw materials as lower low fuel cost in coal n n-gas, due to super forex champion of our RM, i.e. strengthening against USD by > 7% since June 30th, 2024 now n counting... Lastly, RP4 coming. Increase in electricity tariff = increasing ASP soon is the certainty,,, NB: TENAGA is abt to begin its huge PRIMARY 3 wave: https://www.tradingview.com/x/85pvU2sL/ https://www.xe.com/currencyconverter/convert/?Amount=1&From=USD&To=MYR https://klse.i3investor.com/web/stock/financial-quarter/5347 25/09/2024 6:36 AM  | |
