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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.
  KingKKK Malaysia's Mega-Cap Showdown: Mega Utilities vs Banks vs Healthcare - Who Wins? YTL, YTLPOWER, IHH, TENAGA, MAYBANK, PBBANK, CIMB, PCHEM https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-26-story-h-185506101-Malaysia_s_Mega_Cap_Showdown_Mega_Utilities_vs_Banks_vs_Healthcare_Who_ 26/03/2024 4:32 PM dompeilee AhhhhHHHHHH!!!! The RELIEFfff!!! SOLD most of my Tenaga @ the $11.26 open & through the odd lot mkt, getting as much as $11.40 there!!! EPF holdings cross the billion shr mark for the 1st time ever & I LOOOVE doing the opposite of that lousy fund....Dividend in the pocket & capital gains totalling over $2000!WooHOOOO!!!☝🤞✌🙆🤗😘 27/03/2024 9:25 AM Nepo AhhhhHHHHHH!!!! The RELIEFfff!!! SOLD most of my Tenaga @ the $11.26 open & through the odd lot mkt, getting as much as $11.40 there!!! EPF holdings cross the billion shr mark for the 1st time ever & I LOOOVE doing the opposite of that lousy fund....Dividend in the pocket & capital gains totalling over $2000!WooHOOOO!!!☝🤞✌🙆🤗😘 =====*****======= Like this uptrend, definately need to accumulate buy back if not you will regret.. 27/03/2024 3:01 PM dompeilee The capital released fr Tenaga after 3.5 years SWITCH fr 3rd world stock to 1st world stock: Tsutsumi Jewelry & Orient Corp in Tokyo on the last day b4 ex-divvy tomorrow!!!😘💹💹 27/03/2024 4:42 PM cucubud Tenaga Nasional's shares likely have more potential upside on higher returns expected from the estimated MYR35 billion grid upgrades as part of Malaysia's energy transition roadmap, CGS International analyst Dharmini Thuraisingam says in a note. Investors are valuing the Malaysian power utility's existing business operations at current price levels, likely overlooking the potential value from the national blueprint, which could contribute MYR3.60 to its share price, she reckons. The government's progress on the energy transition initiatives has been commendable, she says, and reckons even more momentum in 2H. CGS raises Tenaga's target price to MYR15.60 from MYR12.00 and maintains its add rating on the stock, which is last at MYR11.34. (yingxian.wong@wsj.com) Source: https://www.tradingview.com/news/DJN_DN20240328014582:0/ 29/03/2024 10:47 AM  speakup https://www.therakyatpost.com/news/2024/03/27/heat-wave-in-malaysia-sees-increase-in-electricity-consumption/ next week limit up! 30/03/2024 9:32 AM KingKKK Q1 Sector SHOWDOWN (KingKKK): Unveiling Winners and Losers. YTLPOWER, YTL, CIMB, TENAGA, MAYBANK https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-31-story-h-184761510-Q1_Sector_SHOWDOWN_KingKKK_Unveiling_Winners_and_Losers_YTLPOWER_YTL_CI 31/03/2024 4:13 AM speakup https://www.therakyatpost.com/news/2024/04/05/goodluck-to-sea-countries-we-are-definitely-cooked-in-this-current-heatwave/ tenaga limit up! 08/04/2024 7:50 AM DividendGuy67 Yeah. Nice. Thanks to TENAGA and 22 other green counters to offset 12 red ones, my portfolio made new all time high again today. Today is the 5th time in April it made new all time highs. What a wonderful month it has turned out to be. Thank-you TENAGA and thank-you Mr Market! 08/04/2024 11:29 PM dompeilee While exclusively LOCAL players can earn nuthin' from the markets these 2 days, I have shares of newly demerged General Electric Aerospace & its spinoff GE Vernova, one stock to be SOLD for each holiday during the regular US trading sessions. They are legacies from a long-losing-turned-winning position taken in General Electric Inc on 31st Oct 2017, which was directly attributable to the bumper earnings from Sino Hua-An that year...🤗 A continuation of a looooong miraculous winning run of 915 consecutive market days scheduled for Friday!📈 10/04/2024 8:25 PM doubleup Tenaga is such a wonderful monopoly business. Bravo! We can all make money. 16/04/2024 9:43 PM Nepo Resistance is at RM 11.60 Once it cross-over, then it will become a firm supporting level.. 18/04/2024 10:15 AM speakup PH pushing up CI for foreigners to sell. LOL! https://www.thestar.com.my/business/business-news/2024/04/22/foreign-outflow-on-bursa-malaysia-jumps-to-rm159bil 22/04/2024 12:12 PM Nepo I wish can buy more but how to do...already bought in until left RM 99 in the account.. that is a game between fair and unfair.. 23/04/2024 4:05 PM prudentinvestor Tenaga's unprecedented rise of around 30% since the beginning of August last year has been largely due to EPF's relentless buying. EPF's holdings in Tenaga has increased by 200,000,000 shares over this period, from about 855 million shares to over 1.065 billion. Any one knows why EPF is buying so aggressively? 24/04/2024 9:13 PM speakup Main reason is to fool Foreign investors to thinking our Malaysia economy is damn strong 24/04/2024 10:05 PM GreatDreamer TNB up on RE Thame Play. Future electricity demand growth will be stronger than in the past bcos of DC, export green electicity to Singapore, EV car etc. 24/04/2024 10:21 PM DividendGuy67 A bit of trivia. I started investing in TENAGA on 28 Apr 2021, so, it's coming to 3 years now. Over this period, my Total Return (Price gains + Dividends) from TENAGA is 15.18% per annum CAGR. If I exclude the dividends, then, Price Returns = 10.65% per annum CAGR. This suggests that the Dividend returns = 4.53% per annum CAGR. The Dividend returns is not too shabby - didn't match EPF but beats FD hands down still with 4.5% per annum over this 3 year period. But the Price gains is more than double the Dividend Yields. Moral of the story? Both Dividend Yield and Price gains matters. For a solid dividend yield stock, buy when price is low. It helps. PS. My original conservative return target at entry was around 9% per annum. This one wins faster than I had expected. 26/04/2024 12:28 AM  | |
