Posted by Diamond7 > 2021-02-17 19:30 | Report Abuse

Haizzx
Tenaga!
Can't up....
Quickly solve the inland tax revenue problem la....

Posted by Whoisthis > 2021-02-17 21:31 | Report Abuse

Keong Gan Liao!

Posted by Woodswater > 2021-02-17 21:57 | Report Abuse

https://www.soyacincau.com/2021/02/17/tnb-lost-rm8-6m-worth-of-electricity-to-bitcoin-mining-johor/

Posted by GL8888 > 2021-02-17 22:12 | Report Abuse

I bought at nearly RM 11 in the Dec 2020. The worst investment made. Should i hold on?

Posted by limkokthye > 2021-02-17 22:46 | Report Abuse

hold la, tnb will up soon

Posted by 23wolf > 2021-02-17 23:52 | Report Abuse

Hold the line

Posted by traintobullland > 2021-02-18 00:48 | Report Abuse

TNB below 10 is a bargain

Posted by traintobullland > 2021-02-18 00:48 | Report Abuse

But cannot goreng lar, just buy low then hold for dividend

Posted by newbie4444 > 2021-02-18 04:32 | Report Abuse

Not keong kan? QR why no news?

Posted by Anti_banker > 2021-02-18 04:49 | Report Abuse

CEO made Tenaga drop why promoted to EPF CEO?

Posted by MM78 > 2021-02-18 05:17 | Report Abuse

There are some validity or reasonable points of mymb’s cautions on the impacts of coal price on TNB profitability if the Edge report is accurate as the report is dated. However it is not easy to time what is the best price to buy though mymb’s argument is to buy on reversing up trend instead of catching the falling knife.The questions is on its share valuations , at which point is reasonable ?
Tenaga is a heavy infrastructure , monopolistic business in distribution but share power generations sector though with IPPs . It has low ROE but relatively safe and distributes large proportion of its profitability.

It suits investors with medium to long term view but not typical share traders who expect fast money out of its share price volatility .

Apart the impact from its fuel costs , I see it’s profitability is also on the overall electricity demands from the economy ; the later is very much GDP dependent.I am also trying to understand the mechanism ( if any ) of costs passing / saving of fuel oil / coal price fluctuations to consumers in TNB business though as investor. Anybody can help here ?

I do appreciate mymb’s cautions though may not be 100 % agreeable to some . I can’t accept apple168’s near fear mongering claims of manufacturing sectors collapse just citing Silverstone tyre factory case. There are thousands of other factories still running and Many factories in E& E
sectors are booming lately. Hence my curiosity on the electrical power demands in Malaysia .

Posted by bf70 > 2021-02-18 07:52 | Report Abuse

Head shoulders powerful pattern statistical accuracy probability 85percent.
5 Yr low 9.5. Stay cautious.

Posted by gancel > 2021-02-18 08:19 | Report Abuse

quarter result is likely to be better. Div may be 20-30 cents. May be up soon.

Posted by mywb > 2021-02-18 08:24 | Report Abuse

@MM78, in my opinion if you are talking about share valuation, it is effective against the stable company which is predictable. For company that have paradigm shift example like traditional power generation to green technology, one will face challenges in valueing the fundamental because there is not enough historical data. Same like valuating technology stock which is difficult to value based on traditional FA metrics. I am aware TNB is venturing into green energy and this will surely take time. Not to forget, investing in green energy requires huge capex.

Posted by mywb > 2021-02-18 08:30 | Report Abuse

I guess TA is more suitable for TNB instead of FA because this stock are mostly hold by big fund and have huge volume therefore not easy to be manipulated.

Posted by gancel > 2021-02-18 08:58 | Report Abuse

RE is expensive. Tnb has the financial strength to undertake any huge projects comparing to other smaller companies

Posted by Backupfail > 2021-02-18 09:00 | Report Abuse

傻仔年年有，今年特别傻

Posted by VTrade > 2021-02-18 09:28 | Report Abuse

After japan, most europe no electricity

Posted by miracledan > 2021-02-18 09:45 | Report Abuse

RM13 otw!

Posted by MM78 > 2021-02-18 09:48 | Report Abuse

any body has information TNB derives how much profits from its distribution sectors verus its own power generations operations as it has the sole distribution rights for the power generated by IPPs ? Even solar power generation ventures will have to depend on TNB distribution network to reach end users. A monopoly.

Posted by zerocool7199 > 2021-02-18 11:24 | Report Abuse

Ok..chip in..recovery and 5G stock should do well this year

Posted by VTrade > 2021-02-18 11:34 | Report Abuse

Klci turning red... tnb blackout if without dividen.

Posted by VTrade > 2021-02-18 12:22 | Report Abuse

Tenaga turn red lagi...
Many stock red today

Wait see first

Posted by Investmentguru > 2021-02-18 13:17 | Report Abuse

U expect share green everyday meh.. Like that, everybody dont need work lol

Posted by Hanoi > 2021-02-18 14:10 | Report Abuse

KWP keep disposing causing it turn red

Posted by VTrade > 2021-02-18 14:22 | Report Abuse

Klci trend need to see see,

Tenaga need to see see

If both red red , u know where klci will reach then. So do tnb

Posted by MM78 > 2021-02-18 14:56 | Report Abuse

Mymb,your concerns of coal price affecting TNB profitability is no more valid as there is a a tariff adjustment mechanism as stated in TNB 2019 annual report page 047 whic states

" In 2019, the Government continued with the Imbalance Cost Pass-Through (ICPT) mechanism for two six-month cycles, beginning
in January and then July 2019. ICPT is a tariff adjustment mechanism that allows for the pass-through of variation in fuel costs
and generation costs into the customer’s tariff in Peninsular Malaysia via surcharge or rebates accordingly."

So since then TNB coal price fluctuations is no more a great risk to TNB profitability .

There are plenty of information in the annual report one can read, it is quite technical in nature though.

Posted by Investmentguru > 2021-02-18 16:44 | Report Abuse

Steady tenaga

Posted by limkokthye > 2021-02-18 17:08 | Report Abuse

Cb stuck at 9.94

Posted by Keyman188 > 2021-02-18 17:17 | Report Abuse

Lai...lai...lai...

Keyman188 like to swing up & down...

Keyman188 still holding & right now average cost by 7.84....Cheers....

Posted by Keyman188 > 2021-02-18 17:19 | Report Abuse

Keyman188 no plan to sell long term position unless can see US$ 5.00...


Keyman188 more prefer keep it for passive income...kekeke...


Heng aah...Huat aah...Ong aah...


Wkwkwk...kekeke...

Posted by Titan > 2021-02-18 19:41 | Report Abuse

Bingo MM78. That y I said sharing outdated 2012 news is xtremely dangerous

Posted by MM78 > 2021-02-18 20:57 | Report Abuse

Read the annual report to understand Tenaga better , instead of second guessing ....

Posted by yingzhe17 > 2021-02-18 23:12 | Report Abuse

Kwap a noob keep dumping daily.

Posted by dingdonghuat > 2021-02-19 10:40 | Report Abuse

standing @10.07 from 10.11

can make good money post CNY ? come on lar......each sen is like roughly rm 123 to me.....damn...

Posted by jeffchan1901 > 2021-02-19 10:43 | Report Abuse

Q4 results might be delayed as read in news, SC allow for extension to prepare due to MCO

Posted by zerocool7199 > 2021-02-19 19:29 | Report Abuse

https://klse.i3investor.com/m/blog/savemalaysia/2021-02-19-story-h1541171744-Malaysia_s_first_batch_of_Covid_19_vaccines_to_arrive_on_Sunday.jsp

Posted by cckiong > 2021-02-20 05:00 | Report Abuse

https://www.theedgemarkets.com/article/southern-power-generation-ready-supply-1440mw-electricity-power-national-grid-%E2%80%94-tnb

Posted by 8888_ > 2021-02-20 06:44 | Report Abuse

EPF and KWAP disposed?

Posted by Bullbursa > 2021-02-20 08:32 | Report Abuse

https://www.theedgemarkets.com/article/tnb-fibre-optics-business-start-contributing-2020

Posted by Snowthief > 2021-02-20 08:46 | Report Abuse

What to do. I-sinar is going for wider range of applicants soon.

Posted by Pinky > 2021-02-20 09:43 | Report Abuse

Take your i-Sinar and buy TNB shares yourself.

Posted by phoenixqueen > 2021-02-20 09:44 | Report Abuse

buy buy buy ,11 in the making

Posted by limkokthye > 2021-02-20 09:55 | Report Abuse

kwsp big sell public bank

Posted by Sabah1971 > 2021-02-20 12:22 | Report Abuse

https://www.theedgemarkets.com/article/southern-power-generation-ready-supply-1440mw-electricity-power-national-grid-%E2%80%94-tnb

Posted by Bullbursa > 2021-02-20 14:08 | Report Abuse

https://www.statista.com/statistics/280704/world-power-consumption/

Posted by Bullbursa > 2021-02-20 14:11 | Report Abuse

https://www.lightreading.com/asia-pacific/operators-starting-to-face-up-to-5g-power-cost-/d/d-id/755255

Posted by Bullbursa > 2021-02-20 14:13 | Report Abuse

https://davidmytton.blog/how-much-energy-will-5g-consume/

Posted by Bullbursa > 2021-02-20 14:15 | Report Abuse

Consumption of electricity will be increased with the expansion of network infra, 5G roll out. AI, IoT, Data Centre, cloud, e-commerce, block chain tech, automation, EV charging station etc all require high power usage.

Posted by Bullbursa > 2021-02-20 14:16 | Report Abuse

https://www.eia.gov/todayinenergy/detail.php?id=44095