Posted by okooi32 > 2021-10-13 19:53 | Report Abuse

Every blue chip up liao......wake up tenaga
Hahaha

Posted by yappenghung > 2021-10-13 21:53 | Report Abuse

When i talk bad about any counter, it will go up tomorrow.
Tenaga is leaking all the time.
How to go up if epf keep throwing.
Better take my money from epf if they cannot pick good blue chips.
Hahahaha

Posted by Jon1036 > 2021-10-14 05:41 | Report Abuse

Drop more lah...we should do the opposite of what EPF does.....this is a sleeping giant

Posted by jeffchan1901 > 2021-10-14 09:43 | Report Abuse

whoever says strong stocks like Tenaga that drop price is gone case is clearly a newbie. The price will pick up again come dividend time. if you compared recent dividend of RM0.22 which is the same as the dividend for 2020. For the whole FY 2020, total dividend is RM0.80. Tenaga shareholders are expecting to receive another RM0.58 come end-March 2022.

so for those still sitting on the fence. don't lose out as 5 months is not that long in the future. decide on your own.

Posted by jeffchan1901 > 2021-10-14 09:46 | Report Abuse

Live Now. Invest Malaysia. Finance Minister again stress Tenaga involvement in the 5G set up in the coming months.

https://www.youtube.com/watch?v=C4W3m5PaZIo

Posted by kong73 > 2021-10-14 10:57 | Report Abuse

5 gigawatt RE expansion in 2021-2030
TNB also reiterated that it is committed to ensuring security of energy supply, affordability and sustainability, partly with the expansion of reliable and affordable renewable energy (RE) sources.

“In keeping with the government’s RE aspirations and TNB’s journey towards sustainability, TNB is committed to ensuring that the country's long term power generation mix will include 30% of hydropower,” it said.

“The diversification of fuel resources and healthy reserve margin of the system has enabled the power sector to minimise the impact of the shortage in coal supply.

“The 300MW Nenggiri Hydroelectric Project in Gua Musang, Kelantan is a high impact project that will further strengthen the nation’s security of electricity supply, once it is ready in 2026,” it added.

There is still a long way to go for Malaysia’s RE capacity installation. Solar, which makes up 2.3% of total installed capacity as of August 2021, merely produced 1% of power in 1H2021.

Including the Nenggiri hydro project, the government anticipates installing an additional 5,047MW of RE generation that can meet one-fourth of peak demand by the end of this decade.



https://www.theedgemarkets.com/article/tnb-assures-malaysias-coal-inventory-good-position-despite-tightening

Posted by jeffchan1901 > 2021-10-14 12:26 | Report Abuse

Tenaga also involve in EV opportunities

https://paultan.org/2021/09/28/dhl-tenaga-nasional-partnership-set-to-introduce-pure-ev-delivery-vans-60-kw-fast-chargers-by-1h-2022/

Posted by SHOB > 2021-10-14 15:05 | Report Abuse

15/0ct pay dividend date.hurray!

Posted by chowwei > 2021-10-14 15:12 | Report Abuse

外资买入 12.36%
EPF 票丢给 外资

Posted by Goku88 > 2021-10-14 17:12 | Report Abuse

Oh yeah just notice that tomorrow I can get my dividend, nice :)

Posted by okooi32 > 2021-10-14 18:41 | Report Abuse

Tomorrow paid dividends
??? What time

Posted by 20120878 > 2021-10-14 21:08 | Report Abuse

How is the dividend paid? Is it paid to bank account?

Posted by linges > 2021-10-14 21:34 | Report Abuse

If Direct CDS - div to your bank account
If Nominee CDS - div to your trading account

Posted by AlexZai > 2021-10-14 21:49 | Report Abuse

Dont be like that big swing plz!’n

Posted by Goku88 > 2021-10-15 11:12 | Report Abuse

Just checked, the dividend is already banked in. ;)

Posted by Goku88 > 2021-10-15 11:12 | Report Abuse

If Nominee CDS might need to wait a few days.

Posted by jolynce > 2021-10-15 12:58 | Report Abuse

Dividend received. thank you Tenaga! Now, pls go back above 10 ok? :)

Posted by Goku88 > 2021-10-15 16:35 | Report Abuse

The next dividend on March should be higher, at least 40 cents per share :)

Posted by chowwei > 2021-10-15 17:04 | Report Abuse

RM220 DVD 袋袋平安

Posted by choysun > 2021-10-15 20:22 | Report Abuse

Next March 60 sens? :)

Posted by jeffchan1901 > 2021-10-15 21:21 | Report Abuse

possible... last year was 58 sens... 60 would be possible

Posted by okooi32 > 2021-10-15 21:25 | Report Abuse

Not yet received dividend

Posted by Tsuliana > 2021-10-16 08:52 | Report Abuse

Tenaga power

Posted by linges > 2021-10-16 15:03 | Report Abuse

Enjoy ur dividend :)
for nominee cds, should in by Tuesday.

Hope for big special div in March..

Posted by Tesla > 2021-10-16 17:10 | Report Abuse

EPF keep selling TNB. Something fishy coming!

Posted by okooi32 > 2021-10-16 19:04 | Report Abuse

@linges

linges Enjoy ur dividend :)
for nominee cds, should in by Tuesday

Maybank stock department is nominees cds?

Posted by linges > 2021-10-17 00:53 | Report Abuse

@okooi32 maybank trading account has both direct cds and nominee cds option..must check with maybank, which type is your account.

Posted by linges > 2021-10-17 00:55 | Report Abuse

@Tesla
There is no secret why epf selling daily…epf liquidate tenaga stock to pay i-sinar

Posted by kong73 > 2021-10-17 14:41 | Report Abuse

Tenaga is smelling fishy? On the contrary my dear..Tenaga is milking it with recovery

Posted by chunyewkong > 2021-10-17 15:04 | Report Abuse

Best wishes

Posted by okooi32 > 2021-10-17 15:33 | Report Abuse

@linges
Is Maybank nominees

Posted by okooi32 > 2021-10-17 15:34 | Report Abuse

Thanks linges

Posted by linges > 2021-10-17 22:25 | Report Abuse

Yes maybank trade could act as nominee..

Posted by stevenckheng > 2021-10-18 09:57 | Report Abuse

EPF smell lower dividend for coming quarters but it cannot be very low, doesnt matter to big and long term investor.

Posted by kong73 > 2021-10-18 09:59 | Report Abuse

dividend even low will still be better than most blue chip counter in Bursa

Posted by kong73 > 2021-10-18 10:00 | Report Abuse

RM0.30-40 sens ok kot

Posted by kong73 > 2021-10-18 10:02 | Report Abuse

The demand for utilities (i.e. electricity and gas) is expected to rebound in 4Q21 in tandem with Malaysia shifting towards Phase 2-4 of NRP. However, the recent surge in global fuel energy prices has raised concerns on the impact to the economy and utilities sector. We expect the surge in fuel energy prices to be relatively short-term and the RAB-ICPT mechanisms remain intact, protecting TNB from the surge of fuel costs (to be covered by combination of subsidies by government/KWIE and allowing surcharge to end users), while YTLP and PGB are not directly affected by the fuel energy prices. Utility-cos are also adhering to government’s commitment towards carbon neutrality by 2050. We maintain Overweight on Utilities sector, with BUY for TNB (TP: RM12.50); YTLP (TP: RM0.85); and PGB (TP: RM19.00), on the companies’ stable earnings and sustainable dividend payouts.

Posted by kong73 > 2021-10-18 10:03 | Report Abuse

Recovery utilities demand. With the number of new Covid-19 cases coming down and increasing vaccination rate nationwide, Malaysia is progressing well into Phase 2, 3 and 4 of National Recovery Plan (NRP). Demand for utilities i.e. electricity and gas, are expected to recover in 4Q21 as more economic activities are being allowed in tandem with the gradual relaxation of lockdown measures.

Surge in energy prices. Global energy prices have recently surged drastically due to overwhelming demand as countries are stocking up on back of economy recovery and anticipation of a severe coming winter season in northern hemisphere, while supplies are hit by production problems. It was reported that spot coal price has reached US$230/mt (RM920/mt) while spot Asian LNG price hit US$25/mmbtu (RM100/mmbtu). Similar to 2007-2008, we believe the current high prices are unsustainable and will ease in 2022 post winter season and production being ramped up. Nevertheless, the surge has certainly raised concerns on the impact to Malaysia economy and the utilities sector in terms of electricity generation cost and demand for utilities at least in the short term.

RAB – fuel cost pass-through. Under RAB framework, there is an ICPT mechanism to pass-through the fluctuation of fuel costs to end users. Historically, government has been subsidizing fully (through KWIE or other funds) or partially and allowed to pass through the higher energy fuel costs to end users in the form of surcharges. Hence, we expect TNB to remain neutral from the recent surge in energy prices (except for short term cash flow impact due to timing recognition mismatch), while PGB and YTLP are not directly affected by fuel costs.

Going green. Under the recent 12MP, government has again highlighted its commitment to reduce carbon emissions intensity by 45% by 2030 and achieve carbon neutrality by 2050 by accelerating RE programs, replacing expiring coal-fired power plants with new gas-fired power plants and RE. Higher RE mix will also reduce the impact from the energy fuel price volatility in the future. TNB has already committed towards carbon neutrality by 2050 in line with government’s policy, while YTLP has started planning for its first LSS 500MW in Malaysia. PGB is also exploring opportunities for new Co-gen plants, while being expected to benefit from the increasing demand for LNG/gas in Malaysia.

Maintain OVERWEIGHT. We maintain our sector call on Utilities with OVERWEIGHT, given the earnings and dividend sustainability of the sector in a time of market uncertainty plagued by the pandemic. Maintain BUY on TNB (TP: RM12.50), YTLP (TP: RM0.85) and PGB (TP: RM19.00).


Source: Hong Leong Investment Bank Research - 18 Oct 2021

Posted by cheeseburger > 2021-10-18 11:32 | Report Abuse

Tenaga is still consider a good buy for now. Good dividend stock to hold for long term.

Posted by Intrinsic99 > 2021-10-18 11:35 | Report Abuse

the worst performance amongst blue chip stock

better sell

Posted by cheeseburger > 2021-10-18 11:35 | Report Abuse

To those who has concern on EPF dumping the stock, for your info EPF hold direct unit of 963 millions of Tenaga share, to let go a few hundred k units is actually no impact at all.

Posted by gomyinv > 2021-10-18 12:03 | Report Abuse

surely EPF would want to see the stock appreciate in value, so expect the price will moving up even they sell small qty. I have been collecting some and wait for the dividend again.

Posted by Keyman188 > 2021-10-18 13:10 | Report Abuse

Foreign investors turned net buyers with net inflow of RM 924.77m last week — MIDF

(October 18, 2021 12:44 pm +08)


## https://www.theedgemarkets.com/article/foreign-investors-turned-net-buyers-net-inflow-rm92477m-last-week-%E2%80%94-midf

Posted by Keyman188 > 2021-10-18 13:11 | Report Abuse

Seem very high possibility can break RM 10.00 this week...

Posted by chowwei > 2021-10-18 13:42 | Report Abuse

如果 它被外资 炒到中
Bonus Issue 1张 变 5张

Posted by supersinginvestor > 2021-10-18 15:10 | Report Abuse

Buy fas fas

Posted by supersinginvestor > 2021-10-18 15:19 | Report Abuse

Buy very cheap buy fas fas

Posted by SHOB > 2021-10-18 16:37 | Report Abuse

buy now, will fly anytime

Posted by DickyMe3 > 2021-10-18 16:38 | Report Abuse

TENAGA is ROBBING consumers with hefty monthly bills.

Posted by shareprofit > 2021-10-18 17:19 | Report Abuse

EPF had been seller for so many days...apasal??