Posted by linges > 2023-05-22 17:16 | Report Abuse

finally Tenaga repaired the reverse gear..very powerful reserve, till tyre smoke come out..

Posted by pang72 > 2023-05-22 17:42 | Report Abuse

First time see TNB retract

Posted by pang72 > 2023-05-22 17:42 | Report Abuse

Want to see it drop, also susah

Posted by Runnerup > 2023-05-22 20:56 | Report Abuse

LC share ni ,per day drop 22 cents ..... management from Holland

Posted by KimSua > 2023-05-23 07:58 | Report Abuse

Net short position recovered from 0.23 to 0.18% during the rally. it maintain 0.18%. Yesterday short selling was at~130k shares. We see this pattern all the time. The big brothers are still buying, shorts will prevent unsustainable low volume increase of price. Base on suruhanjaya tenaga daily fuel cost. Q4 2022 is cost per unit average out to be 34 cents per kwh vs 26 cents per kwh in Q1. This is nearly 20% reduction. Q4 fuel cost is near to 6.3 billion. Not sure cost of IPP payment , assumption of 10% savings to TNB , will be easily extra 600 million plus no more cukai makmur of 340 Mill. Can we see PAT extra of 1 billion? this qtr? : ). 0.8 billion in Q4 2022 vs 1.5-1.8 billion PAT possible? Slightly wild but definitely will be above 1 billion PAT this qtr.

Posted by qcmboy > 2023-05-23 09:53 | Report Abuse

9.25 is last defend.

Posted by KimSua > 2023-05-23 10:25 | Report Abuse

no worries will recover

Posted by Deekay > 2023-05-23 11:35 | Report Abuse

Thanks for your insights, Kimsua. Have been sometime. Was waiting for your inputs. Hehe. :D

Posted by Novice296 > 2023-05-23 11:39 | Report Abuse

Merrily merrily, merrily, merrily, Life is but a dream

Posted by Deekay > 2023-05-23 11:45 | Report Abuse

Also eagerly waiting for TTV's insights. :D

Posted by KimSua > 2023-05-23 13:36 | Report Abuse

Deekay :) , I think TNB is not a concern anymore compared to last year when EPF sell off from17% to holding only 14% last year during 3x EPF withdrawal fiasco and lots of shot agents to bring the share further down with nonsensical arguments. Only the IB and foreign shareholders can make a concerted effort to bring it down. We cannot swing trade TNB as is too hugely controlled by big IBs. Long term value is still intact with dividend rate of 5%. Looking at the trade mild shorts is happening in between large volume of buying to average down the purchase price. This signify strong IB support. Expect improve/better then expected qtrly next week . Hope to see more rallys next week

Posted by Deekay > 2023-05-23 14:54 | Report Abuse

Hi Kim Sua. Certainly agree with your outlook as the positives for TNB does seems to trickle in slowly. Only thing right now is the economy, which doesn't look too good going into Q2 and maybe to Q3. Hope it doesn't downplay whatever good vibes that is coming in the market. Thanks, again, Kimsua.

Posted by MohamedAqil > 2023-05-23 17:13 | Report Abuse

tak perlu risau jika melabur syarikat ni dgn jangka panjang

Posted by Runnerup > 2023-05-24 12:24 | Report Abuse

the volume looking somewhat press... or revenue not hit 1b...

Posted by MohamedAqil > 2023-05-24 15:12 | Report Abuse

minggu depan keluar QR?

Posted by Novice296 > 2023-05-24 18:26 | Report Abuse

tomorrow will rise a bit, then drop the next day like water fall

Posted by KimSua > 2023-05-25 07:54 | Report Abuse

If TNB received 4 billion in receivables in Jan , the reflected Revenue should be slightly higher than in Q4 when they received 5.8 billion in receivables last qtr. Around 14-15 billion in revenue. Revenue is not so critical , as long as the profit margin remains and with the timing mismatches of ICPT mechanisms. Analyst can only assume the numbers. Lower financing cost due to the lower receivables will be another good news. Not much ,potential interest savings of 200 million/yr (based on Kenanga's report). Should see ?1 billion PAT number , hopefully on the high side of 1.2 bil plus. The cost per unit savings due to the lower fuel cost will not be a direct savings but reflected an improve cash flow and lower borrowing costs on fuel. Analyst should be happy on the lower ICPT receivables and the consistent payment moving forward from the gomen.
Check out : https://www.businesstoday.com.my/2023/05/09/lower-gas-coal-prices-confirm-lower-icpt-for-tenaga-kenanga/

Posted by sasword > 2023-05-25 12:51 | Report Abuse

Tak perlu risau langsung, kalau melabur syarikat ini jangka panjang, pasti dapat untung... ... ... ... ... ...untung peluang jual seluar dalam yang disimpan 10 tahun

Posted by MohamedAqil > 2023-05-25 16:52 | Report Abuse

menantikan Tenaga mengumumkan Q1nya dan tengok ape informasi lagi ia bagi

Posted by RWG > 2023-05-25 22:27 | Report Abuse

tenaga huge debts

Posted by qcmboy > 2023-05-26 09:34 | Report Abuse

Coming Quater report should be good. But forward looking should be very bad due to slow down economy and Ringgit huge drop will cut down net profit. high interest also bad for the dept. monday may go back 9.

Posted by Novice296 > 2023-05-26 09:45 | Report Abuse

ok. will drop bit again tomorrow, up down up down dtop to 9.20 then up again to 9.80. cycles repeat

Posted by qcmboy > 2023-05-26 10:27 | Report Abuse

Tomorrow will be only special offer for you and only.

Posted by Kenokaya > 2023-05-26 15:17 | Report Abuse

Cant wait Tenaga to hit 10

Posted by Runnerup > 2023-05-26 15:42 | Report Abuse

Big shark dump , let KLSE 1400 below ....

Posted by MohamedAqil > 2023-05-26 18:12 | Report Abuse

TNB tak ikut KLCI jatuh hari ni, tapi naik sebaliknya. Bagus

Posted by Fabien _the efficient capital allocator > 2023-05-26 20:21 | Report Abuse

Heatwave = higher electricity usage, get it?

Posted by speakup > 2023-05-26 21:14 | Report Abuse

TP 12
Remember that 💪

Posted by MohamedAqil > 2023-05-29 16:43 | Report Abuse

Dlm pejalanan ke harga RM10 semula

Posted by Prosper05 > 2023-05-29 17:27 | Report Abuse

Good qr, Tom break X

Posted by Deekay > 2023-05-29 17:52 | Report Abuse

Net Profit 931mil. EPS 17.4. Better than last qtr.

Posted by cwc1981 > 2023-05-29 18:00 | Report Abuse

Higher than previous whole year results

Posted by speakup > 2023-05-29 18:23 | Report Abuse

Besok limit up

Posted by pang72 > 2023-05-29 18:31 | Report Abuse

Limit up unlikely, above rm10 toward rm12 possible

Posted by cwc1981 > 2023-05-29 18:31 | Report Abuse

Receivable also less. Anwar sudah bayar bil?

Posted by pang72 > 2023-05-29 18:31 | Report Abuse

The 1st profit stood at rm1B after 3 years..
PH government is working all the way to bring TNB from a charity company to profitable company

Posted by speakup > 2023-05-29 19:15 | Report Abuse

Good to buy TNB to hedge against raising electric tariff

Posted by Up_down > 2023-05-29 19:24 | Report Abuse

My electricity bill up 25% since April 23. More to go.

Posted by Diamond7 > 2023-05-29 19:46 | Report Abuse

Wa!
1 billion profit!
Tmoro rocket up!!!
Good Monopoly business

Posted by hhhiii123 > 2023-05-29 20:18 | Report Abuse

why tax so little one, government give tnb allowance?

Posted by cwc1981 > 2023-05-29 20:29 | Report Abuse

Contra for government debts?

Posted by KimSua > 2023-05-29 20:44 | Report Abuse

Fuel cost savings not reflected in this qtr yet. Cash flow increase 5bil since last year. Sky are finally clearing,, 😊

Posted by Fabien _the efficient capital allocator > 2023-05-29 20:50 | Report Abuse

If they can do EPS 80sen, PE 15x = RM12

Posted by hhhiii123 > 2023-05-29 21:06 | Report Abuse

break the price can topup

Posted by Runnerup > 2023-05-30 07:22 | Report Abuse

ini kali results fly to sky....

Posted by KimSua > 2023-05-30 07:40 | Report Abuse

https://www.tnb.com.my/assets/quarterly_results/AB_1QFY2023.pdf
Can find the Q to Q comparison. More impressive, coal price q4 vs q1 is reflected which you can't see Y to Y. ESG rating top in the region now and 42 in world ranking. ESG investing will be here to stay and the big funds has this in their check box. All others look good for the year. EDBITA margin improve q to q vs the negative Y to Y comparison. Let's how the big funds see this today.

Posted by M55555 > 2023-05-30 10:28 | Report Abuse

U turn

Posted by RWG > 2023-05-30 11:02 | Report Abuse

all die, good earning drop, bad earning more drop, klci no hope

Posted by troy88 > 2023-05-30 11:20 | Report Abuse

If Anwar also can't save bursa then who can? Bursa is a joke

Posted by Penang_lang > 2023-05-30 11:42 | Report Abuse

Anwar said no more electricity subsidies for rich people so rich people will use solar energy good or bad for Tenaga?