Posted by pang72 > 2024-06-09 00:23 | Report Abuse

目前，全球柴油市场价格约为3令吉50仙，而我国的津贴柴油价格则为每公升2令吉15仙，至于泰国、印尼、新加坡等周遭邻国的柴油价格则分别是4令吉12仙、4令吉73仙、8令吉87仙。

INTERESTING TO KNOW MALAYSIA DIESEL 2X CHEAPER THAN THAI AND 4X CHEAPER THAN SINGAPORE!

Posted by pang72 > 2024-06-09 00:24 | Report Abuse

https://paultan.org/2024/04/17/petrol-subsidies-in-malaysia-confirmed-to-be-reduced-this-year-unsubsidised-ron95-to-be-rm3-38-litre/

Ron95 $3.38 unsubsidised? Will you switch to EV?

Posted by pang72 > 2024-06-09 00:27 | Report Abuse

However, 40% decarbon implementation by 2030 may attracted 40% EV car in the road

Posted by investor2021trading > 2024-06-09 08:05 | Report Abuse

The power and water factors
Holistic management of resources crucial amid data centre frenzy. Data centres made up nearly 80% of the RM144.7bil approved digital investments into Malaysia. There must be more focus on upgrading grid infrastructure in places with over-concentration of data centres unlike the glove manufacturing craze in 2020 and electric vehicles in 2022, many deals struggled to turn profitable or to even take place, the rush for data centres seems more promising, given the backing by technology giants like Microsoft, Google and Nvidia.
Analysts point out that the main driver. for electricity demand growth in Malaysia will be data centres moving forward. Tenaga Nasional Bhd's (TNB) electricity sales already hit a record in the first quarter of 2024 at 31,899 gigawatts.
The industry veteran notes that electricity sales to data centres are "very lucrative". To exclusively meet the robust power needs of data centres, TNB had announced the setting up of the GREEN LANE PATHWAY last year to accelerate the electricity supply process. Before the Green Lane Pathway, the electricity supply process was between 36 months and 48 months.
However, with the Green Lane Pathway, the time has been reduced to 12 months.
Kinergy Advancement Bhd (KAB) executive deputy chairman cum group managing director Datuk Lai Keng Onn tells StarBizWeek that the country has to be cautions given that the power demand from data centres will peak in about three years. If the national grid is not improved adequately, we may face a situation where supply of electricity cannot meet demand. There must be more focus on upgrading grid infrastructure in places with over-concentration of data centres.
With Malaysia ramping up its data centre space, there needs to be a more holistic approach to handling the power and water situation in the country. In the case of electricity, an observer says that nuclear energy will be "unavoidable" for Malaysia, even without data centres. Nuclear power is the way to go if we want to produce clean energy at large scale. Prime Minister Datuk Seri Anwar Ibrahim, in one of his recent speeches, has said that the government supports exploring new technologies, including nuclear.

Posted by pang72 > 2024-06-09 17:54 | Report Abuse

https://www.enanyang.my/node/608181

Diesel starts floating tommoroe.
Tenaga will be the key benefier from increasing EV cars adoption because of high oil price after Ron 95 subsidies waved

Posted by StartOfTheBull > 2024-06-09 18:46 | Report Abuse

Inflation coming bad for market.

Posted by pang72 > 2024-06-09 20:25 | Report Abuse

You must choose inflation hedging stock ie Tenaga to whether the impact of inflation.
Even thought, electricity price rise in future doesn't affected you..
Even thought, Ron95 price up in future likely doesn't affected you

Posted by pang72 > 2024-06-09 20:27 | Report Abuse

Inflation because of petrol, electricity which almost certain will sky rocket up because of subsidies rationalisation will not effect you, if you choose the right stock - tenaga

Posted by pang72 > 2024-06-09 20:29 | Report Abuse

That why foriegner fund from 1000km away understand the impact hamtam Tenaga with multi hundred millions..
But, local looks not even bother but only complain about government is not good...

Too bad of altitudes issue...

Posted by pang72 > 2024-06-09 21:51 | Report Abuse

NETR initiatives make TNB's earnings prospect attractive: CIMB Securities
Date:
2024-05-16
Firm:
CIMB
Stock:
TENAGA
Price Target:
15.27
Price Call:
BUY
Last Price:
13.76
Upside/Downside:
+1.51 (10.97%)
KUALA LUMPUR: The timely implementation of the National Energy Transition Roadmap (NETR) initiatives should make Tenaga Nasional Bhd's (TNB) earnings prospect attractive, according to CIMB Securities.

This will act as a strong rerating catalyst for TNB, said CIMB Securities, which upgraded the stock to a "Buy" with a higher target price of RM15.27

Posted by pang72 > 2024-06-09 21:52 | Report Abuse

Cimb TP$15.27
Rhb TP$16.10

Today at $13.76..

Posted by pang72 > 2024-06-09 21:52 | Report Abuse

You got $2.50 to $2.50 potential earning, why not!

Posted by Phoebe > 2024-06-10 11:08 | Report Abuse

1st jan 25 will be the end for RP3 and and began of RP4. The way gomen approach the diesal subsidy, most likely gomen will use the same approach and electricity tariff increase will be inevitable.

Posted by pang72 > 2024-06-10 11:11 | Report Abuse

Wow!!!

Posted by pang72 > 2024-06-10 11:12 | Report Abuse

FF sapuing like no tomorrow, why?
I am figuring out...
:)

Posted by pang72 > 2024-06-10 11:13 | Report Abuse

Part of the answer are in above post....
But the key reason is......
Tunggu $20 baru cakap... Hihi

Posted by investor2021trading > 2024-06-10 19:17 | Report Abuse

Power hungry data centers could threaten to place real strains on TNB energy grids in coming years. AI will require even more energy than we thought. Around 40% of electricity will be accounted for processing power, temperature cooling n lighting.

Posted by pang72 > 2024-06-10 19:52 | Report Abuse

The best-case scenario from a faster pace of US Federal Reserve rate cut, stronger domestic government rollout of infrastructural projects and better-than-expected global economic growth would underpin an end-2024 FBMKLCI target of 1,815, pegged to 2024F P/E of 16.9x at 1 SD above the 5-year median.
OVERWEIGHT on oil & gas, construction, technology, manufacturing, ports, power, property, REIT and transportation sectors.

Our top picks are Hong Leong Bank, IOI Properties, Greatech Technology, RHB Bank, Tenaga Nasional, Telekom Malaysia, Gamuda, Dialog Group, IOI Properties, Yinson and Pavilion REIT.

We also like other small cap stocks with strong brand names which can safely navigate inflationary pressures such as Spritzer and niche agrichemical producer Ancom Nylex, as well as grossly undervalued companies such as Deleum.

For dividend plays, we like REITS such as YTL Hospitality, Pavilion, UOA, Sunway and IGB as well as RHB Bank, Maybank, Paramount Corp, MBM Resources and CIMB Bank.

Our ESG champions are Maybank, Petronas Chemicals Group, Petronas Gas, IHH Healthcare, Telekom Malaysia, Inari Amertron, Sunway Holdings, Gamuda, Sunway REIT, Westports Holdings and Yinson Holdings.

Posted by pang72 > 2024-06-10 20:48 | Report Abuse

https://www.orientaldaily.com.my/news/business/2024/06/10/657882

Ecoworld dispose another piece of land to Microsoft for data center today..

So, how many many data center got to build till lost count!!

Tenaga electricity get another boost

Posted by pang72 > 2024-06-10 20:50 | Report Abuse

The electricity sucking monsters are long term generating income to Tenaga bottom line.....

Posted by pang72 > 2024-06-10 20:51 | Report Abuse

Tenaga is under multi year high growth period now

Posted by pang72 > 2024-06-10 20:52 | Report Abuse

Obviously, the spare electricity of 50% will be easily taken up by this sucking monster if weekly one new data center project signed

Posted by investor2021trading > 2024-06-11 07:14 | Report Abuse

KUALA LUMPUR (Apr 14): Electric utility giant Tenaga Nasional Bhd (TNB) announced that its new coal-fired power plant in Manjung, Perak — dubbed “Manjung 4” — has begun commercial operations and will transmit an additional 1,000 megawatt (MW) into the national grid. TNB said the power supplied by the Manjung 4 plant has raised TNB Janamanjung’s generating capacity to 3,100MW, turning it into the largest independent power producer in Peninsular Malaysia today. Located on a 325ha land, TNB said Manjung 4 is Southeast Asia’s most efficient power plant at present and that it employs the super ultracritical combustion technology, which has met the stringent environmental standards set by the World Bank and Malaysia’s Department of Environment. Besides Manjung 4, TNB Janamanjung operates three other coal-fired power plants with a combined generating capacity of 2,100 megawatt. "Manjung 4 will contribute towards further stability of the grid system and enhance reliability of supply” said Shamsul Ahmad, the managing director of the group’s wholly-owned subsidiary TNB Janamanjung Sdn Bhd.

Posted by pang72 > 2024-06-11 08:34 | Report Abuse

https://www.thestar.com.my/business/business-news/2024/06/10/foreign-funds-return-to-bursa-malaysia-with-rm535mil-net-of-purchases

Posted by pang72 > 2024-06-11 13:29 | Report Abuse

Data center taiko Tenaga takes a nap where's anak anak Sekalian helping taiko laying cable (mnh, Jt, critic...) , selling cable(scg) up like a crazy monster...

Posted by BudiLee > 2024-06-11 15:18 | Report Abuse

Tenaga just taking over Public Bank as the second-biggest Market Cap in Bursa today!

Posted by pang72 > 2024-06-11 15:56 | Report Abuse

... Really! Great news..

Posted by pang72 > 2024-06-11 15:58 | Report Abuse

120/5.7 = $21 is my dream for Tenaga takes over MBB as taiko in bursa.

Posted by pang72 > 2024-06-11 16:00 | Report Abuse

Today, Tenaga stood at $13.76
My TP = $21...
Wish me good luck and KLSE index hits 1770points!

Posted by pang72 > 2024-06-11 17:04 | Report Abuse

TENAGA NASIONAL BHD
KLSE (MYR): TENAGA (5347)

Live Data: OFF
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

13.80

Today's Change

+0.08 (0.58%)

Day's Change

13.70 - 13.88

Trading Volume

13,561,700

EXCELLENT TNB!

Posted by pang72 > 2024-06-11 19:05 | Report Abuse

https://www.sinchew.com.my/news/20240611/finance/5676282

Another data center by UEM today..
It is daily event:)

Posted by speakup > 2024-06-11 21:02 | Report Abuse

last time during covid every few weeks a company announce building glove factory.
now every company announce building data centre.
what next?

Posted by DividendGuy67 > 2024-06-11 21:06 | Report Abuse

Nice. TENAGA made new high since covid low.

Posted by speakup > 2024-06-11 21:09 | Report Abuse

i dont think Pmx got the courage to do this: https://theedgemalaysia.com/node/715057

Posted by pang72 > 2024-06-11 21:18 | Report Abuse

Glove is cyclical in nature and is one time headwind for covid
Data center is growth. The world need more and more data in futuristic technology. Data center will be only double, triple in time.

What is next? Data center in malaysia will be expanding up to the level constraints by TNB electricity maximum capacity then will stop.

As of now, TNB says still hv buffer 50% quote for data center...

Posted by pang72 > 2024-06-11 21:20 | Report Abuse

So, what is next for TNB profit?
It will gradually improve year over year...
What is my expectations? TNB shld be taking over MBB soon as index king

$21 is my lucky number if you don't know

Posted by pang72 > 2024-06-11 21:21 | Report Abuse

Speakup,
I thought you want to say - last time TNB $8, nobody bought..
Now, $13.8 so many panic buy?

Posted by speakup > 2024-06-11 21:26 | Report Abuse

Yes
When rm8 nobody buy. Speakup a bit late, buy rm9
When rm13.8 semua rebut buy

Posted by speakup > 2024-06-11 21:29 | Report Abuse

The funny thing about stock market is ppl like to buy expensive. But when shopping ppl like mega sale, year end sale, closing down sale,

Posted by pang72 > 2024-06-11 21:34 | Report Abuse

This is the beauty of stock market mah..
Else, how can top glove in example can surge from 3,4,5,6.....10,15...20...

Anywhere, top glove $3... Many people complaining expensive...

Too glove $20...many retailers say must buy... Cheap.... Boss playing badminton hints can hit $50

Posted by pang72 > 2024-06-11 21:36 | Report Abuse

So, please enjoy the casino de bursa like you say!!
But, TNB is bluechip cum FA range No1 stock in bursa...
Not casino gbler stock..

Posted by pang72 > 2024-06-11 21:38 | Report Abuse

Today is Jun..
I hope my TNB can be Klci taiko by Dec24 beaten MBB
Let's see the magic happens

Posted by speakup > 2024-06-11 21:40 | Report Abuse

If u want buy Cheap, try Genting
Getting at 4.70 remind me of Tenaga at 9

Posted by speakup > 2024-06-11 21:40 | Report Abuse

Pang72 what price Tenaga need to be at to beat Maybank?

Posted by pang72 > 2024-06-11 21:44 | Report Abuse

I calculated TNB $21 can beat MBB

Posted by pang72 > 2024-06-11 21:46 | Report Abuse

I don't like genting even so many recommend genting.
I feel the boss treating genting shares as casino de genting..
No matter how good the business, he will make the p&l in lost..

This is my thought....

Posted by pang72 > 2024-06-11 21:48 | Report Abuse

Mbb is stagnant
TNB in high growth
So, possibly to overtake..
Once this happen, it will be in headline in all big social news...

Then, retailers will start to panic button buy like top gloves

Posted by pang72 > 2024-06-11 22:49 | Report Abuse

PETALING JAYA: Crescendo Corp Bhd (CCB) is disposing of a 20.463 acre plot of vacant industrial land in Johor Baru, Johor to Digital Halo Pte Ltd for RM115.88mil.
https://www.thestar.com.my/business/business-news/2024/06/11/crescendo-disposes-of-johor-land-for-rm116mil

ANOTHER LAND SELL FOR DATA CENTER BY CRESCENDO... TODAY

Posted by pang72 > 2024-06-11 22:50 | Report Abuse

The construction firm related to DC going to burst order book

Posted by pang72 > 2024-06-11 22:51 | Report Abuse

Of course, TNB will be sole of benefier in electricity supply for whoever run the DC