MALAKOFF CORPORATION BERHAD
KLSE (MYR): MALAKOF (5264)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
0.835
Today's Change
-0.005 (0.60%)
Day's Change
0.82 - 0.845
Trading Volume
5,228,300
Changes
| Ann. Date | Date | Type | Name | Title | View |
|---|
Discussions
9 people like this. Showing 50 of 6,777 comments
Consistent dividend, utilities related, good business and restuctured management.
If next qr show good and stable results... Then 😁😁😁😁
1 month ago
Could you figure out why KWAP bought in 3 million ++ shares @ RM 0.84 on 10 Jun 24?
Any good news not yet disclose to the public..
1 month ago
TA Sector Research
Author: sectoranalyst | Latest post: Thu, 13 Jun 2024, 10:42 AM
Malakoff Corporation Berhad - Awaiting Decision for Prai PPA Extension
Author: sectoranalyst
We left Malakoff Corporation Bhd’s (MALAKOF) virtual analyst briefing with the following key takeaways: i) The group is awaiting decision for Prai PPA extension;
ii) Third Party Access an opportunity for plants with expiring or expired PPA;
iii) Biomass co-firing progressing as planned.
We lower our profit contribution assumptions from associates and trim our FY24-FY26 earnings forecasts by 19%-21%. We roll forward our base year of valuation. Upgrade to BUY
1 month ago
Maybank issues call warrant cause they're betting against the stock, shorting it
1 month ago
If you buy the warrants from them, means you're betting against them, Thats why its so hard to make money from structured warrants in Malaysia. The odds are worse than gambling
1 month ago
I do believe that the Maybank analyst is wrong about Malakoff. Their company management is working super hard to turnaround the company. Semiconductor and chip industry needs a lot of water and power generation. YTL Power is overhyped and Malakoff is underhyped. Thats all
1 month ago
The problem with Malakoff is all their long term concession PPA expiring one by one. Meaning less revenue going forward. You can go to their website and have a look.
The most recent one which has already expired - Prai Power Plant. Segari power plant will expired by 2027 and Kapar power plant by 2029. All these are the core revenue for them with >350MW capacity and the CEO has admitted himself it is hard to replenish/replace this with any of the renewable energy like solar as it is with smaller MW.
https://www.bfm.my/podcast/morning-run/the-breakfast-grille/malakoff-banking-independent-power-producer-green-transition-netr
If they can't secure any deal from LSS5, then I don't see their revenue will grow.
1 month ago
PPA going to expire, any chance to renew/extension.. because plants are there and can be used again again esp in data centre theme where electricity consumption is expected to be high in nearby future..
1 month ago
Seems like Alam Flora is their profitable biz. With decarbonization, their coal plant is expected to retire by 2030 too
1 month ago
Tenaga coal plant itself still on going operation, why must malakoff plants must produce renewable energy..
1 month ago
tenaga siapa? malakoff siapa?
it is like compare Datuk Seri vs Encik in malaysia
1 month ago
Is it you imply those who are in high position can do whatever you can, including using unfair high ranking position to earn profit and those in low ranking has no choice and need to follow stringent law to make profit..
1 month ago
Malakoff's prospects will be boosted by the following -
i) The group is awaiting decision for Prai PPA extension;
ii) Third Party Access an opportunity for plants with expiring or expired PPA- This is the biggest boost to MaLAKOFF as the y can generate and retail power produced especially the Tg Bin Power to end users in Johore.
iii) Biomass co-firing progressing as planned.
2 weeks ago
Third Party Access TPA - a Boon to Independent Power Producers- Malakoff
In May this year, Energy Transition and Water Transformation Minister Fadillah Yusof announced that independent power producers (IPP) will be allowed to start selling electricity directly to customers from September. With the implementation of third-party access (TPA), IPPs can sell electricity to customers without going through TENAGA but would need to use TENAGA’s transmission lines and pay TENAGA the associated wheeling charges.
TPA will be largely neutral to TENAGA’s transmission and distribution business as it is regulated under incentive-based regulation. It is unclear whether TPA will include only renewable energy (RE) or both RE and non-RE. Regardless, we believe that TPA is a boon to IPPs such as MALAKOF and other RE asset owners as this allows them to negotiate better tariffs with offtakers, similar as Corporate Green Power Programme (CGPP). This is in contrast with Large Scale Solar (LSS) Programme which has seen tariffs dropping every year as each developer bids at lowest tariff possible.
2 weeks ago
Electricity is in good demand with more and more foreign investments including DC coming in, the prices of its utility peers ie YTL Power, TNB etc have flown up so much but it still lags far far behind due to its reported loss earlier. It is considered one of the cheapest utility counter, if it could report improve profit down the road, it would show its true color to fly high
2 weeks ago
Bro. Maybank's call warrant -MALAKOFC52 will be expiring on 30th August 24. They have to "press " it as its not to their benefit if Malakof keep on surging. This is what I call manipulation.
2 weeks ago
Power & Utilities Sector - Growing Demand from Data Centre and Energy Transition
sectoranalyst
Publish date: Tue, 02 Jul 2024, 12:07 PM
This site uses Google AdSense ad intent links. AdSense automatically generates these links and they may help creators earn money.
1H2024 Recap
KL Utilities Index (KLUTL) has massively outperformed the FTSE Bursa Malaysia KLCI Index (FBMKLCI) in 1H2024 (Figure 1) as it was up 34.9% compared with the latter’s 9.3%. The outperformance was mainly due to earnings improvement from stabilisation of coal prices and expectations of better outlook from energy transition and demand for data centres.
Stocks under our coverage generally performed well in 1H2024 (Figure 2). YTLPOWR, RANHILL and TENAGA surged 89.8%, 56.7% and 37.3% respectively since the start of 2024 on the back of improvement in earnings and growth prospects. MALAKOF surged 20.5% as it returned to the black from easing of negative fuel margins. Note that TENAGA and MALAKOF are our stock picks in our 2024 annual strategy. PETGAS (+2.4% YTD) largely tracked the performance of the index. Meanwhile, PETDAG (-20.1% YTD) underperformed due to expected volume decline from subsidy rationalisation.
2 weeks ago
With KWSP loading up like crazy definitely someone inside knows something and the fact that Malakoff is geared to cater to the macroeconomic shift towards recyclable, green and reusable energy, the omens might be in their favor finally. I heard a little bird chirping claiming that their EV infrastructure involvement is big.
6 days ago
Only big boys like KWSP etc could push up the price, we retailers are like ikan bilis. The company is in the right sectors just that the management is perceived as not as solid compared to others in the sectors.
6 days ago
Malakof has a reputable chairman but they are not making use of his connection. CEO Anwar is also not very good, there are so many opportunity to power data center and EVs. They have to do more advertisement and news.
6 days ago
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
MQ Trading Signals
Time
Signal
Duration
Type
2024-07-22 16:30:00
ADX
5 Mins
SELL
2024-07-22 16:25:00
EMA 5
5 Mins
SELL
2024-07-22 15:10:00
ADX
10 Mins
SELL
2024-07-22 14:30:00
TURTLE SYSTEM 20
5 Mins
SELL
2024-07-22 14:30:00
TURTLE SYSTEM 20
10 Mins
SELL
Apps
Top Articles
1
https://dividendguy67.blogspot.com
2
save malaysia!
3
save malaysia!
4
save malaysia!
5
6
7
Good Articles to Share
Bill Gates on Elon Musk: I Hope He'll Talk More About Climate
8
Good Articles to Share
LGBTQ+ supporters march through far-right German town | REUTERS
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
smartly
q1 result already turn black. need to break 0.885 to go further up.
1 month ago