Posted by prudentinvestor > 2022-08-25 16:41 | Report Abuse

Oh gosh, this kind of pseudonym shouldn't be allowed.

Posted by Damas > 2022-08-25 17:27 | Report Abuse

malai,lu gila

Posted by kong73 > 2022-08-25 18:13 | Report Abuse

TNB Petronas collaboration bodes well for TNB. Up by 38 sens today!

Posted by Whoisthis > 2022-08-25 18:47 | Report Abuse

Close one eye rm9.50 next week ya…

Posted by cwc1981 > 2022-08-25 19:03 | Report Abuse

YTL Power and Malakoff report improvement in earning.TNB hopefully the same

Posted by choysun > 2022-08-26 07:56 | Report Abuse

How today? Continue soldier forward? :p

Posted by ccpool > 2022-08-26 09:18 | Report Abuse

Let the FOMO begin

https://tenor.com/5LZw.gif

Posted by cwc1981 > 2022-08-26 10:04 | Report Abuse

Marching to cloud 9

Posted by firehawk > 2022-08-26 16:27 | Report Abuse

A bit disappointed ..... seemed like 9 is not achievable, at least for today :-(

Posted by TreeTopView > 2022-08-27 12:23 | Report Abuse

With a 4.5% increase on Thursday, it would have been a big ask for it to give further gains on Friday, especially as the market weakened throughout the day. Interestingly, Friday's daily high was 8.94, which is the short term high Bolinger band point, so it would have required a lot of momentum to break through that area.,

As for the upcoming Monday, it's hard to envisage anything positive for Tenaga, or most other stocks, with weakness in overseas markets and ~3% fall in US markets during Friday night's sessions.

With the KLCI currently sitting on 1,500, I'd be expecting it to test 1,475/ 1,480 in the immediate short term.

Posted by TreeTopView > 2022-08-29 11:09 | Report Abuse

The KLCI tested 1,480........bounced straight off 1,481.

Am I the only one surprised at how quickly it bounced?

Posted by KimSua > 2022-08-29 13:12 | Report Abuse

Malaysia (GDP) grew 8.9 per cent in Q2, Bank negara expected better in Q3? Malaysia economy is among the best to recover from the Covid-19 and the oil price certainly help. OnG counters has not really moved as some are worried about demand destruction in 2023 due to global recession. I still think Asian will do well, money to flow to this region.

Posted by moneyontheway > 2022-08-29 16:27 | Report Abuse

any dividend declared or is the QR result out already??

Posted by prudentinvestor > 2022-08-29 20:07 | Report Abuse

The quarterly results for the past few quarters were released a few days before the month end. Don't know why the company waits until the last day this quarter. Is it because the results are not up to the mark?

Posted by KimSua > 2022-08-30 15:58 | Report Abuse

Buy volume is back . Good luck fellow prospectors.

Posted by KimSua > 2022-08-30 16:14 | Report Abuse

Anyone any Idea on the Quarterly report :( ? Very late, could be after merderka?

Posted by Deekay > 2022-08-30 16:50 | Report Abuse

Wow..auction 8.99...

Posted by TreeTopView > 2022-08-30 17:07 | Report Abuse

Yes, Deekay, with a bit of volume too. Around 2.5 million went through in the closing auction.

Posted by Deekay > 2022-08-30 17:12 | Report Abuse

Hopefully, the qtrly results brings about some good news.

Posted by TreeTopView > 2022-08-30 18:09 | Report Abuse

Quarterly out.....

Revenue up to 19.14 Billion (wow)
Profit after tax 872 Million
Dividend 20 cents

The biggie.....Receivables now up to 19.171 Billion (wow)
That's up from 14 Billion last quarter.

Time to pay up, Mr. Sabri.

Posted by Deekay > 2022-08-30 18:48 | Report Abuse

Excerpt from the report:

"As announced to Bursa Malaysia on 1 July 2022, the Government continues to uphold the ICPT
mechanism for the next six months from 1 July until 31 December 2022.
To keep the tariff and the surcharge at 3.7 sen/kWh for non-domestic customers and the rebate of
2 sen/kWh for domestic customer unchanged, the Government has agreed to fund the rebate and
surcharge totalling RM5.8 billion. The receivable from the Government and continued hike in the
fuel prices have resulted in TNB carrying higher receivable balances and higher borrowings balances
in this quarter. TNB is in discussions with the Government on the timing of the full recovery of the
RM5.8 billion. The Government will also guarantee TNB’s financing of up to RM6.0 billion to fund
the additional generation cost."

Posted by Whoisthis > 2022-08-30 19:07 | Report Abuse

Thumbs up rm8.99 …this time my tp rm9.80? But at least rm9.50!la….Hohoho..
Where is the kong kam little boy understand? No understand why it suddenly go away…how can it run away without telling me…I miss u la 450..

Posted by prudentinvestor > 2022-08-30 20:05 | Report Abuse

I thought you were quite supportive of him.

Posted by KimSua > 2022-08-30 20:22 | Report Abuse

I am sure the analyst will not like the fact receivables are not paid yet. Was only expecting record breaking revenue to be at high 17.5. Mixed bag of news. See how the analyst take it. Was expecting 22 cents if receivables are paid and if analyst already price this in, we will hv a better show. At least not in the red. Miss that chap understand. Happy Merdeka

Posted by KimSua > 2022-08-30 21:26 | Report Abuse

cash flow issues does not look too good. 14.8 billion draw down loan vs 1.5 bil. However total group borrowing is at 62 bil vs 51 bil a year ago. Don't like the idea have to borrow money to pay dividend.

Posted by Zackmeiser > 2022-08-30 21:49 | Report Abuse

Why so much receivables? Cash also dwindling. Good news is revenue record high. Means economy is doing fine. Which also means banking might do well for foreseeable future.

Posted by Prosper05 > 2022-08-31 09:47 | Report Abuse

https://www.theedgemarkets.com/article/govt-guarantees-tnbs-financing-rm6b-pay-additional-fuel-costs?type=malaysia

Posted by yfchong > 2022-08-31 10:38 | Report Abuse

ada dividend boh ?

Posted by yfchong > 2022-08-31 11:08 | Report Abuse

tomorrow rm 9.5

Posted by cascade > 2022-08-31 15:10 | Report Abuse

20sen dividend

Posted by firehawk > 2022-08-31 16:44 | Report Abuse

4) REVENUE
Qrt ended Qrt ended
30.06.2022 30.06.2021
Sales:
- Electricity 12,573.3 11,840.1
- Under/(Over) recovery
of Imbalance Cost
Pass-Through (‘ICPT’) 6,302.6 314.6

16) REVIEW OF PERFORMANCE
Revenue for the quarter was up by 53.8% or RM6,699.3 million quarter on quarter, mainly due to the higher under-recovery position of ICPT of RM6,302.6 million as compared to the last corresponding period which was at RM314.6 million.

Posted by firehawk > 2022-08-31 16:52 | Report Abuse

From the above info. regarding to the revenue, the actual electricity sold was only from 11.84b to 12.57b, the reported 53.8% increased was mainly due to ICPT, a gov subsidy scheme which involves different pricing for resident and industrial /commercial usage.

Posted by yfchong > 2022-08-31 21:11 | Report Abuse

Tomorrow closing stay above rm 9.05 ok boh

Posted by Mabel > 2022-08-31 22:39 | Report Abuse

So nice...

Thank you Tenaga..told you oledi Tenaga has good Dividend Track records...

Life is so beautiful..

Meow

Posted by KimSua > 2022-09-01 07:54 | Report Abuse

https://www.tnb.com.my/suppliers-investors-media-relations/financial-info/#quarterly-results
I don't see any concerted effort from analyst in shooting down the receivables concern anymore, but the overall report is better than expected, they manage to improve operation cost overall due to the excess capacity and reduction of coal usage (subsidize gas alternative) even with the increase in demand. (pretty good operation/cost management). Another impressive projection is the EV car business that will slowly eat into gasoline business. And projection revenue is exponential ramp from a low base from 2025 onwards. 2030 expect 1.3billion revenue. I was skeptical on EV before but looking at global trend , it continues to surpass prediction. EBIT margin is lower but analyst was far too pessimistic when the sell off begin last quarter.

Posted by KimSua > 2022-09-01 08:05 | Report Abuse

On the technical front as TTV first notice the Cup and handle is very prominent. The last two candles looks bullish . We have passed the high volume sell down in mid june, should pass >9 Resistance at 9.25 and go side ways for longer period . However with US and Europe market not seeing a bottom yet we have to be cautious on this front.

Posted by KimSua > 2022-09-01 08:20 | Report Abuse

<firehawk> You are right ICPT mechanism allows TNB to raise the tarrifs if not it is consider under recovery and borne by the government . Bare in mind this is technically a revenue and put under short term receivables with the notion Govt will pay within a year. When govt pay it will be put under cash flow and not under revenue anymore as it has been capture earlier. The problem is 19 billions receivable are ~50% government and 50% industry. Govt only committed 6 billion this year and the concern on the commitment is still there

Posted by LossAversion > 2022-09-01 08:28 | Report Abuse

Tenaga Shareholders "SUBSIDISING" the whole nation's electricity usage!!!!

Posted by Novice296 > 2022-09-02 15:27 | Report Abuse

https://www.theedgemarkets.com/article/tnbs-quarterly-revenue-hits-record-high-rm19b-so-did-its-receivables-pays-20-sen-dividend

anyone see the official announcement yet?

Posted by cwc1981 > 2022-09-02 17:09 | Report Abuse

Not yet. Mentioned anounce at later date

Posted by bullmarket1628 > 2022-09-03 08:14 | Report Abuse

After 3 years pandemic already end, 
next year onwards surely is the years of recovery and economy start booming time ! 

Like previously economy downturn period of:

1)Crisis 1986-1990 start booming 1993 to 1997

2)Crisis 1997-2000 start booming 2003 to 2006 

3)Crisis 2006-2010 start booming 2013 to 2016 

4)Crisis 2016-2022 start booming 2023 to 2027 



So, our economy and KLSE will be spike up like mad start from year 2023 which is next year and i predict our KLSE this round of bull run start 2023 will hit it’s record high of around 2,000 points ! 



Heng Ah, Ong Ah, Huat Ah !

Posted by KimSua > 2022-09-05 08:22 | Report Abuse

Oil and Gas price has increase 2-3 x compares to the forecasted in the budget on the OnG oil rent revenue. This is really positive news for our GDP and KLSE if continues at the sweet spot of ~100 usd /barrel. Opportunity on OnG and KLSE in general. Risk is always geo political situation and drastic global slowdown.

Posted by flyhub888 > 2022-09-05 23:07 | Report Abuse

rm9 plss

Posted by ccpool > 2022-09-06 12:22 | Report Abuse

Back after 1 week, still at the same price. Where the bulls at?

https://www.youtube.com/watch?v=8h2ncTHl5sg

Posted by Runnerup > 2022-09-06 16:59 | Report Abuse

rm 7 plss

Posted by Whoisthis > 2022-09-07 11:42 | Report Abuse

Wait la..wait for me to sell rm9.50 first ok..

Posted by ccpool > 2022-09-07 16:47 | Report Abuse

Only when retails stop buying at the range high, we will have a better chance to break through resistance else its just rinse and repeat XD

Posted by TreeTopView > 2022-09-08 17:06 | Report Abuse

550k went through in the closing auction.

Posted by bullmarket1628 > 2022-09-09 06:51 | Report Abuse

Bank Negara raises OPR by 25 basis points to 2.5%
Thursday, 08 Sep 2022 3:23 PM MYT

https://www.thestar.com.my/business/business-news/2022/09/08/bank-negara-raises-opr-by-25-basis-points-to-25

KUALA LUMPUR: At the conclusion of its monetary policy committee (MPC) meeting, Bank Negara increased the overnight policy rate by 25 basis points (bps) to 2.5%, in line with market expectations.
In a statement, it said it raised the ceiling and floor rate of the corridor of the OPR to 2.75% and 2.25% respectively.

This is the central bank's third consecutive rate hike, bringing the total increase in the OPR to 75bps so far this year.
"At the current OPR level, the stance of monetary policy continues to remain accommodative and supportive of economic growth.

"The MPC is not on any pre-set course and will continue to assess evolving conditions and their implications on the overall outlook to domestic inflation and growth," said Bank Negara…..

Posted by bullmarket1628 > 2022-09-09 06:57 | Report Abuse

Wow, Bank Negara raises OPR by 25 basis points to 2.5%

Like that today Tenaga will be limit up already liao lah !

Heng ah, Ong ah, Huat ah !