Posted by cucubud > 2024-02-21 16:58 | Report Abuse

Today Tenaga got magic on closing.😁

Posted by KimSua > 2024-02-21 20:42 | Report Abuse

DEEKAY, I plan to average out. Usual trend is to rise up to qtrly report and stabilise. 12 to 14 will take some time. Might switch some to other industry. TNB is pretty predictable

Posted by Hemsley > 2024-02-22 13:15 | Report Abuse

The gain before QR already more than past dividend, probably the coming dividend already factored in. No problem to cash out. However, Tenaga is for long term la. If still undecided, sell half keep half.

Posted by Deekay > 2024-02-22 17:19 | Report Abuse

Hehe.....Kimsua. I need to see the qtrly announcement and the analysis by the IB first whether there's a re-rating on TP.

Posted by KimSua > 2024-02-23 15:03 | Report Abuse

Based on the IPI Q4 report we can see a 3% increase in electricity production, which roughly translate to 200-400 million in revenue, not knowing the breakdown. Revenue near 14 billion and with coal ASP stabilized and the coal hedging lost in the last qtr behind us, will be great if we can see a 1bil net profit again this qtr. Not knowing its tax deferment, impairment , but cash flow will be much better with consistent receivables payment, Q1 onwards new ICPT calculations will continue to improve its cashflow and see an uptick in Revenue and cashflow, but profit margin will depends on its input cost.

Posted by Deekay > 2024-02-23 17:46 | Report Abuse

Thanks for your analysis, KimSua...

Posted by kohcl130562 > 2024-02-23 17:50 | Report Abuse

Read RAM rating on TNB, especially M4.

Posted by M55555 > 2024-02-27 17:26 | Report Abuse

Ok la. Dapat DIV

Posted by prudentinvestor > 2024-02-27 18:10 | Report Abuse

Too expensive already. PE is approaching 25 and dividend yield is just around 4%. Better buy Maybank or RHB Bank.

Posted by sasword > 2024-02-27 23:10 | Report Abuse

俗语说的好，业绩不必好，股价全靠炒，马来绝望了！

Posted by Xcalibre > 2024-02-28 09:14 | Report Abuse

Take profit and runnnnnn!

Posted by prudentinvestor > 2024-02-28 09:59 | Report Abuse

RHB Bank earned 65.69 sen a share last year and would be paying a final dividend amounting to 25 sen a share, in addition to an interim dividend of 15 sen a share. It now trades at around RM5.60 a share, about half of Tenaga.

Posted by Xcalibre > 2024-02-28 10:14 | Report Abuse

Yes better change to RHB… much better dividend yield.

Posted by Xcalibre > 2024-02-28 10:16 | Report Abuse

Analyst starts to downgrade TNB eg HLIB issued hold calls for tenaga

Posted by Xcalibre > 2024-02-28 10:17 | Report Abuse

Better get out of TNB before funds manager starts to dump in big ways

Posted by M55555 > 2024-02-28 10:26 | Report Abuse

Why run so early ? RHB ? OK , will decide later after TNB ex-date .. usually TNB ex in March. RHB ? April???

Posted by GreatDreamer > 2024-02-28 10:34 | Report Abuse

No rush to sell. Investors still like Tnb 2023 figure eg Sales grow 5.3%, electricity demand grow 3.8%

Posted by Xcalibre > 2024-02-28 10:50 | Report Abuse

Rhb dividend yield 7% !

Posted by M55555 > 2024-02-28 11:44 | Report Abuse

yes, but i think TNB still have many room to growth and prospect

Posted by speakup > 2024-02-28 12:08 | Report Abuse

Boo chow. Dah panic selling

Posted by KimSua > 2024-02-28 12:16 | Report Abuse

Fuel margin lost of 620 million. The person that hedge this should be sacked, hedge for 1 whole year. This is the only major mistake, earnings and ICPT is very predictable. Even the analyst did not see this coming 6 months of fuel hedging write down. 1 billion national revenue gone mainly to Indonesia for someone's prediction mistake

Posted by speakup > 2024-02-28 12:51 | Report Abuse

Probably hedger got relatives in Indonesia

Posted by icecool > 2024-02-28 13:18 | Report Abuse

below rm10 buy again

Posted by Hemsley > 2024-02-28 14:30 | Report Abuse

As expected, sell down after declare dividend. But still > 10% gain for me.
RHB good dividend, but share price cannot move.

Posted by prudentinvestor > 2024-02-28 14:38 | Report Abuse

Borrowings very high, at over RM60 billion. Paying interest is a big burden.

Posted by Xcalibre > 2024-02-28 15:57 | Report Abuse

Going down to 9 or below…
Careful next few days

Posted by Xcalibre > 2024-02-28 15:57 | Report Abuse

Careful not to catch falling knife

Posted by cucubud > 2024-02-28 16:02 | Report Abuse

Could this be EPF is selling TNB shares to pay for EPF dividend which will be announce on Sunday?

Posted by Deekay > 2024-02-28 18:20 | Report Abuse

Ahh...the doomsayers are here.....

Posted by superpoorguy > 2024-02-28 20:56 | Report Abuse

break ma20, run !!!

Posted by goodgain > 2024-02-28 22:23 | Report Abuse

Sst incoming for usage above rm200 per month. Retail user will reduce the consumption.

Posted by speakup > 2024-02-29 12:13 | Report Abuse

Tenaga used to mask weakness in broader market. Who is doing this? Epf? Pnb? Tabung haji? Kwap?

Posted by Lightofheaven > 2024-02-29 14:55 | Report Abuse

daiko always daiko..Tnb now rebound..hurray

Posted by M55555 > 2024-02-29 15:14 | Report Abuse

relax, why all the trouble. Collect DIV first then if drop further top up la. If no drop move to RHB collect DIV and later come back ...hahahahaa

Posted by speakup > 2024-02-29 15:17 | Report Abuse

Pity those panic sold yesterday

Posted by sasword > 2024-02-29 15:30 |

Post removed.Why?

Posted by dompeilee > 2024-02-29 16:36 | Report Abuse

1,681,300 shrs SHORT-SOLD @ $10.99 avg...get ready for their HEAD-CHOPPING @ 4:50pm! ✌

Posted by Hemsley > 2024-03-01 09:01 | Report Abuse

If sell 1 Tenaga share now can buy 2 RHB share. Dividend 28c becomes 50c. Can consider?

Posted by prudentinvestor > 2024-03-01 11:40 | Report Abuse

Tenaga made 48 sen a share last year, RHB Bank made 65.69 sen a share. After paying a total dividend of 40 sen a share, it still has 25.29 sen a share to spare. Tenaga is left with only 2 sen to spare.

Posted by Kitty Kitty > 2024-03-04 14:07 | Report Abuse

Manjung 4 power plant outage may impact their earning a little in coming year.

Posted by speakup > 2024-03-04 16:26 | Report Abuse

Tenaga, Cimb is use to artificially support the CI to hide our overall market weakness. Guess to make PMX look good

Posted by lechewai1963 > 2024-03-04 20:24 | Report Abuse

Manjung 4 plant outage got insurance coverage....no takutlah

Posted by Xcalibre > 2024-03-05 08:59 | Report Abuse

Tenaga Nasional Bhd (TNB) guided that the prolonged outage of Manjung 4 power plant may lead to capacity revenue loss of RM400 million this year, prompting analysts to moderate their earnings growth forecasts. Further, its power generation unit may also experience reduction in the so-called capacity rate financing (CFR) — fixed payment to cover debt service — for some of its other power plants leading to lower revenue, Tenaga told analysts who attended its earnings briefing.

Posted by Xcalibre > 2024-03-05 08:59 | Report Abuse

Gone case ….

Posted by Xcalibre > 2024-03-05 09:00 | Report Abuse

Insurance doesn’t cover revenue loss

Posted by M55555 > 2024-03-05 11:37 | Report Abuse

IB goyang sikit, retailers pun lari kelam kabut . Traders welcome to sell it down. The lower the merrier.. Only then have chance to collect . Hope below 10, but better if below 9 la

Posted by Deekay > 2024-03-05 12:00 | Report Abuse

Insurance do cover consequential loss in profit but it will take time to claim. Besides, RM400mil revenue is less than 1% of their total revenue of 53 Bil a year.

Posted by cucubud > 2024-03-11 16:51 | Report Abuse

TNB announced 28 sen dividend.

Posted by speakup > 2024-03-11 19:26 | Report Abuse

Besok up 28sen

Posted by Fabien _the efficient capital allocator > 2024-03-12 17:19 | Report Abuse

Head i win, tail i don't lose much.