Lol...you should know those friends coming with such news are actually interested with Tenaga. They are waiting for sales. Just open the CNY cookies and munch and be entertained.

@ TreeTopView,
Yeah, you are absolutely right about the 2 cents rebate by government. The devil is in the details. :)

TNB Sectoral Sales Analysis in RM (as at Sept 2021)
- Domestic = 25.4%
- Industrial = 37.1%
- Commercial = 35.8%
- Others = 1.7%

The rebate of 2cents are only 25%.
On the other hand, the increase of 3.7cents has about 73%.

https://www.freemalaysiatoday.com/category/nation/2022/01/28/no-increase-in-electricity-tariff-until-2025/?__cf_chl_jschl_tk__=c5W.nrfmLL0aUQfzezagdB0RvUI9fos6lciPVzTWhcI-1643600004-0-gaNycGzNCNE

https://www.tnb.com.my/assets/conference_materials/Investor_Presentation_Deck_Nov21.pdf

how much do you think would the dividend be when they announce in Feb?

TSMC Dec revenue was good. Highest monthly revenue in the whole 2021.
https://pr.tsmc.com/english/news/2901

https://www.channelnewsasia.com/business/asmls-berlin-factory-fire-have-limited-impact-production-2421391

https://themalaysianreserve.com/2021/11/09/frontken-to-gain-from-semiconductor-upcycle-and-new-capacity/

1. Frontken’s new 118,000 sq ft Taiwan plant (potentially doubling long-term capacity) is set to be operational by the second half of 2022 (2H22)

2. Frontken’s new Pengerang facility will help catalyse domestic earnings growth from FY22 onwards, in-line with the start-up of Petronas’ International Petroleum Corp towards the end of the fourth quarter of 2021

3. And SG & MY VTL lane already operational in Nov 2021, SG Business unit can operate with more man power.

TSMC Nov revenue was good.
https://pr.tsmc.com/english/news/2892

Hello TreeTopView, long time didnt see you. Good that we cross path again here in Maybank after Tenaga. How have you been doing?

@ NickTeh, dont need to break it down like that for those weak holders that everyday look at EPF's transaction. Let them be and diamond hands will be rewarded.

Utility company wont die but wont shine too. Its stable and boring company.
Just collect now and earn dividends until janggut panjang panjang.

https://www.theedgemarkets.com/article/public-bank-3q-net-profit-rm136b-versus-rm139b-year-ago

"gross impaired loans ratio remained stable at 0.3% at the end of September"

https://www.theedgemarkets.com/article/maybank-3q-net-profit-rm168-billion-vs-rm195-billion-year-ago

https://www.theedgemarkets.com/article/tnb-sees-rm1b-net-profit-3qfy21-electricity-demand-recovers

i want to collect more....hehe.

https://www.theedgemarkets.com/article/cukai-makmur-impact-banks-expected-be-manageable-%E2%80%94-bnm?type=corporate

https://www.youtube.com/watch?v=PtSSoZW19vs

https://focusmalaysia.my/cukai-makmur-equals-lower-dividend-payout-for-public-banks-shareholders/

If take last year total dividend of RM0.205, at this price it is a 5% div yield.

Happy Cukai Makmur!!
Cheers!!

1. Cukai Makmur is not on Company Revenue if I get it right. It is on Profit and only companies with profit above RM100mil.
https://www.nst.com.my/business/2021/11/741675/government-generate-least-rm95bil-cukai-makmur-2022-budget

2. Frontken is likely kena Cukai Makmur because historically, their Q4 profit is higher than other Quarters.
3. But is this a problem? It is only one-off topic and if you look at their Kaoshiung plant, it is a multi-year growth story to support 5nm. 4nm, 3nm, 2nm and even 1.4nm process node cleaning.
4. Q2 to Q3 comparison
4a. revenue = increased 7%
4b. pat = increased 11%
4c. net cash from operating = increased 90%
4d. taiwan segment revenue = increased 9%
4e. taiwan segment profit = increased 8%

Collected some today. Thanks guys.

https://www.techpowerup.com/288448/trendforce-annual-foundry-revenue-expected-to-reach-historical-high-again-in-2022-with-13-yoy-increase-with-chip-shortage-showing-sign-of-easing

https://www.cnbc.com/2021/10/16/tsmc-taiwanese-chipmaker-ramping-production-to-end-chip-shortage.html

https://www.youtube.com/watch?v=GU87SH5e0eI

American foundry at Arizona, operational by 2024 with 5nm tech. It will cost USD12Bil. Capacity is 20K wafers/month.

https://www.theedgemarkets.com/article/ctos-3q-net-profit-93-rm12-mil-declares-032-sen-dividend
1. PBT increase
2. Operating Cash flow increase
3. Borrowings had turn 0

https://www.donga.com/en/article/all/20211015/2985115/1

Japanese foundry, operational by late 2024 with 22nm and 28nm tech. It will cost USD7Bil.
Sony will take a share on this foundry.

TSMC sept monthly revenue is the highest so far in 2021. It recorded 152,685 Million NTD.
Last month was 137,427 Million NTD.
MoM increase by 11%.

More to come guys.

https://www.channelnewsasia.com/business/tsmc-and-sony-eye-joint-chips-factory-japan-govt-help-nikkei-2230916

https://appleinsider.com/articles/21/07/26/apple-expects-high-demand-for-iphone-13-orders-over-100-million-a15-processors

share price jumped up so furiously and it sounds like Ares Green going to Arizona...

https://www.cnbc.com/2021/09/16/apple-iphone-13-pre-orders-show-signs-of-growth-in-china.html

2nd half of the year; from period July to December, usually more revenue will registered.
More good shows to come.

TSMC Revenue from July to Aug (MoM) jumped by 10%.

1. Dividend payout of RM0.015 per share for Quarter ending 30 June 2021
2. New facility acquisition completed on 9 July 2021. Target operational ready is 2022 to support 3nm chips.
3. May2021, company repurchased 1,460,200 shares with avg RM2.82 / share.
4. 30 June 2021, company held 9,201,250 shares.

when is the next quarter report date?

Pico tech is a technology from ASL licensed to Frontken?

https://www.taipeitimes.com/News/biz/archives/2021/07/08/2003760465

TSMC June 2021 revenue hit record high at 148Mil NTD.

Sunway Bhd has teamed up with Tencent-backed Chinese fintech firm Linklogis Inc and Bangkok Bank PCL to also apply for a digital bank licence from BNM, Bloomberg reported quoting two sources with knowledge of the matter. Sunway will hold a majority stake in the venture, said the sources, who requested anonymity as names of the consortium members haven't been reported.

Thanks Oliver to ask about sending staff to Arizona.
This is a new growth - new income stream for the company.
Exciting days ahead.

can someone ask in AGM, will AGTC also send its Taiwan staff to Arizona to support TSMC?

https://finance.yahoo.com/news/tsmc-says-construction-started-arizona-180605975.html

Maturity Date 03 May 2026

"the Group’s unaudited profit after tax during the current quarter was 1.4% or
approximately RM0.3 million lower compared to the immediate preceding quarter mainly due
to the provision for surtax on undistributed earnings by our Taiwan subsidiary. The profit after
tax for Q1 2021 would have been 9% higher than that of Q4 2020 if the surtax on
undistributed earnings in our Taiwan subsidiary was excluded."

Provison for surtax on undistributed earnings...what does this mean?

https://www.channelnewsasia.com/news/business/apple-boosts-us-investment-pledge-to-us-430-billion-14699082

i wish they announce that they are going to Arizona. That will be a big positive surprise.

:):):)

https://finance.yahoo.com/news/tsmc-profit-beats-chip-shortage-053347899.html

"TSMC now expects investments of about $30 billion on capacity expansions and upgrades this year, after spending $8.8 billion in the first three months, Chief Financial Officer Wendell Huang said. The company had previously forecast spending of as much as $28 billion."

BI and WI will proceed. Yippie!

https://www.digitimes.com/news/a20210407VL200.html
- TSMC to kick off production for new iPhone chips ahead of schedule (A15 by end May 2021 for iPhone 13)
- TSMC lands rush 5G chip orders from Qualcomm