Posted by Mabel > 2022-03-08 18:53 | Report Abuse

Same here...

Posted by gargantua > 2022-03-08 19:29 | Report Abuse

Endemic phase. 24hrs business will open up. Tnb will benefit from this alot

Posted by DickyMe3 > 2022-03-08 20:24 |

Post removed.Why?

Posted by chowwei > 2022-03-09 00:03 | Report Abuse

EPF KWSP 好像跟它有仇 丢票那么久 还丢不完票

Posted by mokluhanj21 > 2022-03-09 12:36 | Report Abuse

@mywb you insider trading issit. wait ah wanna call Sec Commission. eh lupa they dont care BAHAHAHAHA!

Posted by mokluhanj21 > 2022-03-09 12:40 | Report Abuse

@mywb you insider trading issit. wait ah wanna call Sec Commission. eh lupa they dont care BAHAHAHAHA!

anyway, waiting for dvd to come in to buy more. this one my pencen plan. slow2 ony haha :P

Posted by ismetulamraja > 2022-03-09 13:20 | Report Abuse

Coal, Petroleum all skyrocketing .. will impact TENAGA

Posted by kong73 > 2022-03-09 13:35 | Report Abuse

Any increase in feedstock gas and coal price for Tenaga will be pass on to Consumer. Impact on Tenaga is nuetral

Posted by kong73 > 2022-03-09 13:37 | Report Abuse

Even their Chief Global Business Solutions bought some shares yesterday

Posted by kong73 > 2022-03-09 13:40 | Report Abuse

As for rising fuel costs, we believe that the ICPT (Incentive Cost Pass Through) framework will be honoured. As such, the surge in coal and gas costs would be reflected in higher tariff surcharges to the commercial and industrial sectors in 2H2022.
TNB’s coal and gas supplies have not been affected by the war in Ukraine yet. Less than 10% of TNB’s coal supplies are from Ukraine. TNB sources its coal mainly from Indonesia and Australia.
We maintain our OVERWEIGHT stance on the power sector with a BUY on TNB with a fair value of RM12.00/share. We have HOLDs on Malakoff with a fair value of RM0.79/share and YTL Power with a fair value of RM0.67/share.

Posted by mr91wa > 2022-03-09 13:52 | Report Abuse

1st time commenting, long time HODL-er of TNB. My take is that the big funds won't let this stock tank. If it goes below "market value" it will just be privatised and taken off the KLSE. Khazanah owns 25%, PNB has around 17.5%, EPF has 16% and KWAP has 7.3%. If this stock tanks / stop paying dividends, most malaysian's investments, pension funds and the govt of malaysia itself will lose.

Posted by Traderjoes > 2022-03-09 13:55 | Report Abuse

will buy at rm8

Posted by derickuan > 2022-03-09 15:12 | Report Abuse

The only way to get it at 8 is when TNB declared and paid 80 sens dividend now.

Posted by Donator > 2022-03-09 15:26 | Report Abuse

my insider say will up to RM12 this year......dont buy pls

Posted by Mabel > 2022-03-10 08:13 | Report Abuse

KUALA LUMPUR (March 9): Tenaga Nasional Bhd (TNB) has set aside a capital expenditure (capex) of RM11.8 billion for the financial year ending Dec 31, 2022 (FY22).

TNB said in its investor presentation,of the total capex, RM6.9 billion will be for regulated recurring expenditure,while RM4.9 billion will be for others.

It projected electricity demand to grow 1.7% to 115,835GWh, in line with an expected gross domestic product growth of 5.5% to 6.5% this year.

According to TNB, regulated businesses continued to make up over 70% of the group’s earnings. “Regulated entities’ earnings are guaranteed based on approved electricity demand growth as stipulated by the IBR [incentive-based regulation framework] guidelines.

“Risks such as fuel price and forex volatility has been taken up through the Imbalance Cost Pass-Through (ICPT) mechanism which is being reviewed every six months.

“Our regulated business continues to provide stable returns supported by the IBR framework. We secured a fair WACC [weighted average cost of capital] and sufficient expenditure allowance for the next three years,” it added.

Under Regulatory Period 3 which spans 2022 to 2024, the base tariff is 39.95 sen/kWh, while its WACC is 7.3%. It also said it will continue to honour its dividend policy of 30% to 60%
dividend payout ratio, based on adjusted profit after tax and minority interest (PATAMI).

For FY21, the power utility group declared a final dividend of 18 sen per share, totalling RM1.03 billion. This brought overall dividends declared for the year to 40 sen per share, representing 53% of PATAMI.

At the time of writing, TNB rose two sen or 0.23% to RM8.82, valuing the group at RM51.02 billion.

Posted by pooter > 2022-03-10 15:53 | Report Abuse

when they paying div?

Posted by TheImpatient > 2022-03-10 18:02 | Report Abuse

Damn it, no more RM8

Posted by Kenokaya > 2022-03-11 13:08 | Report Abuse

Ya lah pooter, was abt to ask d same Q..when is the div?

Posted by Up_again > 2022-03-11 13:17 | Report Abuse

Futures pricing for a tonne of coal has lifted by 40 per cent to $US440 – almost doubling the price since Friday

Posted by kong73 > 2022-03-11 21:02 | Report Abuse

Any increase coal will be pass on and recovered back eventually..no worries mate

Posted by DickyMe3 > 2022-03-12 12:50 |

Post removed.Why?

Posted by Mabel > 2022-03-12 13:16 | Report Abuse

Haha DickyMe ...

Look what happened to FGV when you said 20 sen coming..

It rockets above RM 2...

Hahaha...

Posted by Mabel > 2022-03-12 13:18 | Report Abuse

Anyway Tenaga is one of Mabel's defensive stock..

Below RM 9 is always a safe BUY...

Just collect Dividend...

Posted by Mabel > 2022-03-13 14:51 | Report Abuse

Do you know Tenaga used to be trading more RM 16? Beside having high quality earnings of more than RM 50 billion per year, here are some of the other criteria why Mabel choose Tenaga under Mabel’s collection..

PE vs Industry: TENAGA is good value based on its PE Ratio (14x) compared to the Asian Electric Utilities industry average (17.3x).

PB vs Industry: TENAGA is good value based on its PB Ratio (0.9x) compared to the Electric Utilities industry average (1x).

Tenaga current dividend yields is 8.9% based on DPS of 80 sen for the last 12 month. So based on Tenaga current price the Dividend is 80 sen/8.94 sen = 8.95 % per annum which is mush better than what ASB, Tabung Haji or Fixed Deposit can provide.

Summing up why Tenaga is a Value Buy

1. Respectable High quality Revenue
2. Good Financial Ratios
3. More than average Dividend Pay-out to the shareholders
4. You are doing a great services to the Malaysian communities to power Malaysia

To Our Success !

Meow

Posted by awesome20 > 2022-03-13 14:57 | Report Abuse

when tenaga announce the commissioning of their RE plants, the price will appreciate higher

Posted by Mabel > 2022-03-13 18:42 | Report Abuse

In the midst of chaos, there is also opportunity

- General Sun-Tzu Meow..

Posted by Faiza > 2022-03-13 19:02 | Report Abuse

fuel prices are increasing but tarif rate unchanged,
there is always reasons for price going down

Posted by xxxx > 2022-03-14 08:38 | Report Abuse

Price going down = buy.

Posted by LossAversion > 2022-03-14 09:18 | Report Abuse

buy, collect, later shake legs enjoy dividends to come

Posted by Deekay > 2022-03-14 12:28 | Report Abuse

Meow meow ...gonna be Tiger's roar later...

Posted by HowDareYou > 2022-03-14 13:56 | Report Abuse

i am fine whether it is red or green, green i can win from current holding, red i will top up more

Posted by Sierra > 2022-03-14 14:44 | Report Abuse

ai yahhh... why turn green....... i was hoping to top up with lower price..

Posted by bigby7 > 2022-03-14 18:51 | Report Abuse

Special Dividend 0.50 cent

Posted by tim09 > 2022-03-14 20:14 | Report Abuse

@bigby7 where did you read there is a 0.50 cent spe div?

Posted by xxxx > 2022-03-15 05:40 | Report Abuse

Caught telling untruth.

Posted by TreeTopView > 2022-03-15 10:10 | Report Abuse

Either today or tomorrow Tenaga should be announcing their dividend timelines.

Ex date should be around the end of this month, with payment in mid April.

Posted by killdavid > 2022-03-15 11:42 | Report Abuse

Any chance of special dividend this rime round ?

Posted by TreeTopView > 2022-03-15 12:11 | Report Abuse

killdavid, no. The dividend amount has already been announced in the last quarterly.

Posted by TreeTopView > 2022-03-15 14:14 | Report Abuse

Dividend timeline announcement out:

https://www.klsescreener.com/v2/announcements/view/3518489

Posted by nixonteh85 > 2022-03-15 15:38 | Report Abuse

special! special! special!
0.00000000000000000000000000000001

Posted by LossAversion > 2022-03-15 15:57 | Report Abuse

The SPECIAL dividend announced this round is "NO SPECIAL" dividend

Posted by KimSua > 2022-03-15 17:01 | Report Abuse

Short sellers should be covering their shorts soon. From high of 0.11% to 0.28% in 14 trading days. Last two days you can see it goes the other way. Hopefully is done.

Posted by soon2795 > 2022-03-15 17:10 | Report Abuse

Tenaga share shot up to after hearing about dividend. XD

Posted by Mabel > 2022-03-15 18:05 | Report Abuse

Hahaha so nice and lovely..

Happy that I sapu banyak when it was below RM 9...

To Our Success !

Meow Meow Meow

Posted by Kinetics > 2022-03-15 21:56 | Report Abuse

Hahaha gg tnb no special dividend this time....

Posted by lotsamoney > 2022-03-16 10:37 | Report Abuse

EPF is acquiring tnb again. Am I reading the announcement correctly?

Posted by HowDareYou > 2022-03-16 10:59 | Report Abuse

no worry, special divvy will come later. you must know the reason why tnb wanna keep more cash, it is for the expenditure on the new biz. i believe after our gate is opened the electricity usage will surge with all malls and shops fully open, and by that time tnb earning will slowly back to the pre-mco level

Posted by mokluhanj21 > 2022-03-16 14:07 | Report Abuse

When TNB wanna break below support RM8.7? last time was 7 years ago. 2015 Sept. cmon give young people chance also to buy at decade low please uncker2 and auntie2!

Posted by VTrade > 2022-03-16 16:43 | Report Abuse

EPF push up price
So can withdraw later to ppl to buy tenaga

Posted by Mabel > 2022-03-16 18:35 | Report Abuse

Nice and lovely...

Meow Meow Meow