Posted by furball > 2024-05-23 22:20 | Report Abuse

YTD portfolio already grow by 21.8%… sell in may and go away or ride the wave?

Posted by DividendGuy67 > 2024-05-24 01:05 | Report Abuse

Thanks to TENAGA and 24 other greens to offset reds, my portfolio also made new all time highs today. That's 12 times this month alone! What an amazing month! Thank-you Mr Market!

Posted by DividendGuy67 > 2024-05-24 01:16 | Report Abuse

I first bought TENAGA in Apr 2021, over 3 years ago. Excluding dividends, the TENAGA portfolio CAGR is 14.57%. Including dividends, the CAGR is 19%!!! What an outperformance, who knew TENAGA could outperform on an annual compounded basis to return 19% per annum! Unbelievable!

Posted by DividendGuy67 > 2024-05-24 01:28 | Report Abuse

What's amazing is TENAGA is supposed to be a defensive, dividend stock. I did get 4.5% p.a. in dividend yield over the 3 years. But the price gain is 14.5%! Price gain is like 3 times dividend yield! If you asked me 3 years ago what I thought would be a good price gain, I would say equal to dividend yield for a defensive stock like this. This mega cap behaves like a smaller cap!

Posted by DividendGuy67 > 2024-05-24 01:39 | Report Abuse

I looked at the long term chart and here's what I see. Give that article a like if you find these charts helpful.

https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-05-24-story-h-160805767-TENAGA_Is_it_time_to_sell#google_vignette

Posted by Pinky > 2024-05-24 10:44 | Report Abuse

@DividendGuy67

"Thanks to TENAGA and <<24 other greens>> to offset reds"

Walao, u have how many stocks oh???

Posted by cheeseburger > 2024-05-26 22:44 | Report Abuse

there are banker behind the scene, those small fish thought is good and hold tight. They dont see what is coming..

Posted by Pinky > 2024-05-27 08:23 | Report Abuse

I think the energy transition thing is given too much weight

While it will drive earnings growth it won't be great enough to warrant this rally

Overbought.

Posted by kevinobc > 2024-05-27 10:10 | Report Abuse

easily gonna break rm14 , then 15

Posted by kevinobc > 2024-05-27 10:10 | Report Abuse

good QR...

Posted by yeinemesis > 2024-05-27 10:11 | Report Abuse

Traders dont care. Go with the ride & take whatever profit possible. If get struck due to price drop then just hold like investor. After all heavy weight blue chip would always go up in the long run.

Posted by kevinobc > 2024-05-27 13:58 | Report Abuse

https://www.nst.com.my/business/corporate/2024/05/1055906/tnb-partners-macc-improve-governance-power-assets%C2%A0

Posted by yeinemesis > 2024-05-27 18:01 | Report Abuse

Up she goes

Posted by speakup > 2024-05-28 07:57 | Report Abuse

last minute push by govt funds to make the CI look nicer

Posted by Oliver Ooi > 2024-05-28 17:08 | Report Abuse

tenaga day day challenge/break new high...boring leh

Posted by Deekay > 2024-05-29 10:25 | Report Abuse

So speakup, now is govt pull funds to make it look uglier?

Posted by Babayaga > 2024-05-29 14:19 | Report Abuse

EPF and KWAP selling a lot .... 🙄

Posted by dompeilee > 2024-05-30 09:34 | Report Abuse

SOLD all my remaining Tenaga except for 100 shares...@ $13.20

Posted by GreatDreamer > 2024-05-30 13:27 | Report Abuse

TNB price might near peak as Google, Microsoft etc has announced their biggest DC there. May need other good new to continue uptrend.

Posted by yeinemesis > 2024-05-31 09:32 | Report Abuse

https://theedgemalaysia.com/node/713241
KWAP injecting RM3b into the market(shariah compliant assets). May be can see some movement in coming weeks?

Posted by kevinobc > 2024-05-31 09:55 | Report Abuse

hi ........dompeilee ,SOLD all yur remaining Tenaga except for 100 shares...@ $13.20 ? why ...

Posted by GreatDreamer > 2024-05-31 18:19 | Report Abuse

1Q24 poorer result despite electricity demand grow at 9.9% yoy!

Posted by Pinky > 2024-05-31 18:26 | Report Abuse

Tuesday sure kaboom laosai

Posted by yeinemesis > 2024-05-31 18:52 | Report Abuse

https://www.businesstoday.com.my/2024/05/31/despite-higher-electricity-sales-tnb-saw-q1-pat-drop-27-to-rm677-million/

Posted by Ken Chung > 2024-05-31 20:17 | Report Abuse

sure drop like a brick

Posted by raymondroy > 2024-05-31 21:06 | Report Abuse

PAT decreased to RM677.9 million from RM930.9 million in the previous corresponding period, lower by 27.2% or RM253.0 million. This decrease was primarily due to foreign exchange translation loss and tax expenses recognised in the current quarter. QoQ saw increase in PAT by RM153m which is good.... overall I would say satis factory performance.... any drop is share price is good time for re-entry due to its huge potential ahead but to me mindful of the manjung plant outage (loss of RM400m revenue per annum)... cheers

Posted by yeinemesis > 2024-05-31 21:06 | Report Abuse

Sell or Hold? Follow Trader or Warren buffet 😂?

Posted by speakup > 2024-05-31 21:18 | Report Abuse

Solid results! Next week limit up

Posted by KingKKK > 2024-06-03 12:23 | Report Abuse

https://klse1.i3investor.com/blogs/bestStocks/2024-06-02-story-h-160564341-Bursa_MAGNIFICENT_7_Update_for_Jun_2024_Discussion_about_PBA_YTL_YTLPOW.jsp

Bursa MAGNIFICENT 7 - Update for Jun 2024 - Discussion about PBA, YTL, YTLPOWER, TENAGA, UEMS, IOIPG and SUNWAY - (KingKKK)

Posted by speakup > 2024-06-03 22:02 | Report Abuse

Tomorrow Tenaga sure up. Those sold cheap last week sure cry

Posted by yeinemesis > 2024-06-04 09:37 | Report Abuse

Early morning price drop until RM12.700. But price went back up again very fast. Not enough time to top-up at low price. Tenaga still has strong support.

Posted by paperplane > 2024-06-04 14:16 | Report Abuse

Outlook. Electricity demand rose at a much faster 9.6% YoY, vs GDP growth of 4.2% in 1Q24, largely driven by stronger commercial (+11.2%) and domestic (+16.8%) segments. Demand hit a new peak of 20,028MW in April. The upcoming Third Party Access framework is not a threat, because TNB will still own the infrastructure and may have to incur capex to upgrade it. It will also charge independent power producers a fee for using its grid infrastructure. The impact of the TPA framework on TNB’s transmission and distribution (T&D) arm will also be rather neutral, assuming the utilisation of T&D assets will be compensated fairly with wheeling charges. TNB’s current renewable energy (RE) capacity remains largely unchanged QoQ, at 4.3GW (20% of total capacity). There is currently 6.2GW of RE in secured capacity – including those in construction and development stages. The outcome of Regulatory Period (RP) 4 (2025-2027) is likely to be known by end 2024.

Posted by speakup > 2024-06-04 16:13 | Report Abuse

Pity those who panic sold <13

Posted by speakup > 2024-06-04 16:14 | Report Abuse

Weak holders sold <13 to smart money bought

Posted by AbangRedTea > 2024-06-04 16:44 | Report Abuse

Can imagine if Google data centre start operate and AI sector slowly move to Malaysia. The electric consumption definitely benefit to TENAGA.

Posted by speakup > 2024-06-04 18:19 | Report Abuse

Ya ke? Upgraded to Sai Lang with TP rm100

Posted by yeinemesis > 2024-06-05 09:15 | Report Abuse

Pumping UP. BerTenaga.

Posted by AbangRedTea > 2024-06-05 09:41 | Report Abuse

Long term invest for sure stable, if you want goreng pisang pls find other sector better.

Posted by yeinemesis > 2024-06-06 09:36 | Report Abuse

Long term since RM8 2022. Dreaming TP can reach RM20 by 2026 if world economy keeps on improving. Just being optimistic to keep on the holding power.

Posted by klee > 2024-06-06 09:52 | Report Abuse

HOOT9E

Posted by pang72 > 2024-06-06 10:26 | Report Abuse

Wow!!! Hooo kau kau la

Posted by Oliver Ooi > 2024-06-06 10:48 | Report Abuse

breaking 52w new high, keep on going with energy and utilities theme play

Posted by prudentinvestor > 2024-06-06 11:25 | Report Abuse

When people are greedy, I am scared, when people are scared, I am greedy.

Posted by pang72 > 2024-06-06 11:29 | Report Abuse

$13.56...the mother of all power is out!!!

Posted by pang72 > 2024-06-06 11:36 | Report Abuse

13.68?
Bluechip - Tenaga?
Hahaha..

Posted by klee > 2024-06-06 11:40 | Report Abuse

There are multilple dc's setting up,possibly hundreds...but only ONE tenaga to supply power.Ini la NVIDIA msia.

Posted by pang72 > 2024-06-06 11:41 | Report Abuse

13.74...
If Tenaga limit up then it can register as guniness world record liao...
I will expect more newbies open stock trading account hamtam like glove mania time..
Because index hit 1800 to 2000 which can be make a NEWS HEADLINE

Posted by pang72 > 2024-06-06 11:43 | Report Abuse

There are 40mils population in malaysia but one Tenaga...
So, everyone die die need to contribute your income to Tenaga.. In any condition either rich or poor

Posted by klee > 2024-06-06 11:45 | Report Abuse

Pang,it will be like gloves during pandemic for Tenaga.

Posted by klee > 2024-06-06 11:45 | Report Abuse

All DC suppliers are dispensable except Tenaga.