TENAGA NASIONAL BHD
KLSE (MYR): TENAGA (5347)
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Last Price
13.60
Today's Change
0.00 (0.00%)
Day's Change
13.52 - 13.70
Trading Volume
7,179,400
Financial
T4Q
31-Mar-2021
2020
31-Mar-2021
2019
31-Mar-2021
2018
31-Mar-2021
2017
31-Mar-2021
Discussions
22 people like this. Showing 50 of 13,885 comments
Bursa market is crap. One step forward, two steps back. Useless PMX all talk only lol
2 weeks ago
anyway if DC theme failed in Malaysia, Tenaga will bear significant losses as they have already started to increase capacity, could be looking at RM8-9 in the future
2 weeks ago
jadi tak perlu tergesa-gesa masuk skrang, maka tunggu harga kurang drpd RM10 ...
2 weeks ago
calvintaneng You are right about special premium / tariff for data center. It has had been discussed and agreed upon by the The Planning and Implementation of Electricity Supply and Tariff Committee (JPPPET) but details have yet to be sorted out. Also, it will take 3 years to see significant capacity additional due to long lead time for a new power plant to reach commercial operation, but good news may start to surface on project award in months to come. So expect a lot of volatility in the short term. Share market is about sentiment and perception, unless you are a long term investor. The support is RM13 and Resistance is RM15, share price may be traded in this range for a while.
2 weeks ago
Tenaga has started to upgrade the grid to cope with RE and embark on coal-to-gas conversion journey. Only thing is that DC theme has grown exponentially and now everyone incl. government is hitting the panic button due to over commitment. Besides of the western hyperscalers, there are also a lot of other Chinese DCs and regional DCs. Don't think US will pull the brake, then the Chinese will gain more ground in ASEAN.
2 weeks ago
Senyap senyap Trump has started billions worth of DC infrastructure project in US, Trump may ask players like Microsoft, Meta, Google, Amazon, Equinix to shift back to US, thus resulting in overcapacity here in Malaysia, banyak DC here but no ppl using it
2 weeks ago
TNB will probably continue drop till 20-Jan when Trump become king again, and stagnant till decision from Trump about AI sales. There is no hurry to buy TNB for now, just wait
2 weeks ago
Ravetidus It is not senyap-senyap but everyone already knew that US is accelerating the GenAI data center is sucking up the power generation capacity incl. powering up old nuclear. EC, TNB and our government also knew that they need to move fast to secure the power generation slots, otherwise they wouldn't be able to have the power ready in time.
2 weeks ago
The global distribution of generative AI data centers is driven by the need for low latency (minimizes processing and response time and enhance user experience), regulatory compliance, scalability, cost efficiency, and resilience. By strategically placing data centers around the world, companies can better serve their diverse user base, optimize resource usage, and ensure the reliability of their generative AI services. It does not make sense to have the data center concentrated in one place, and they should be close to a diverse customer base.
2 weeks ago
You should be blessed living in Malaysia and Malaysia is a strategic for EE and DC. Singapore is imposing moratorium (or at least in part) due limitation in infrastructure/utility, Indonesia is strengthening data sovereignty (mandate to keep data within Indonesian borders), Vietnam is still in part single-party Communist ruling, etc
2 weeks ago
@SENoob, yes u are thinking like a rational person, but is Trump a rational person or will he only have ONE thing on his mind : CYBERSECURITY, no way for China to get their hands on valuable piece of technology and data
2 weeks ago
Ravetidus https://finance.yahoo.com/news/ge-vernova-power-city-sized-202004497.html (GE Vernova to Power City-Sized Data Centers With Gas as AI Demand Soars). It is not senyap-senyap but everyone already knew that US is accelerating the GenAI data center is sucking up the power generation capacity incl. powering up old nuclear. EC, TNB and our government also knew that they need to move fast to secure the power generation slots, otherwise they wouldn't be able to have the power ready in time.
2 weeks ago
Ravetidus. Here is the AI generated response to your view. The question of whether Donald Trump is rational can be subjective and depends on the context in which you’re evaluating his actions and decisions. Rationality can be defined in various ways, including logical reasoning, consistency in decision-making, and alignment with one’s goals.
Supporters might argue that his actions are rational in the context of his political strategy, business interests, or personal beliefs. They may see his approach as effective in achieving his objectives, whether in terms of gaining political support or advancing his agenda.
Critics, on the other hand, may argue that some of his statements and actions lack logical consistency or are driven by emotion rather than reasoned thought. They might point to instances where his behavior appears impulsive or contradictory.
Ultimately, whether one views Trump as rational may depend on individual perspectives, political beliefs, and interpretations of his behavior.
2 weeks ago
And this is ChatGPT response to AI-chips. Yes, there are several alternatives to U.S.-made AI chips, as the global semiconductor industry is diverse and includes various manufacturers and technologies. Here are some notable alternatives:
Chinese AI Chips: Companies like Huawei (with its Ascend series), Alibaba (with its Hanguang 800), and Baidu (with its Kunlun chips) are developing AI chips tailored for various applications, including cloud computing and autonomous driving.
European AI Chips: European companies such as STMicroelectronics and Infineon Technologies are also working on AI-related semiconductor technologies. The European Union has been investing in semiconductor research and development to reduce reliance on non-European suppliers.
Japanese AI Chips: Companies like Fujitsu and Sony are involved in developing AI chips, particularly for applications in robotics and consumer electronics.
Israeli AI Chips: Israel has a vibrant tech ecosystem, with companies like Habana Labs (acquired by Intel) and others developing AI accelerators and chips.
Other Global Players: Companies like AMD, NVIDIA, and Qualcomm in the U.S. are also significant players in the AI chip market, but they are not the only options. Additionally, companies in South Korea (like Samsung) and Taiwan (like TSMC) are crucial in semiconductor manufacturing and may produce chips for various AI applications.
Open-Source Hardware: There are also initiatives in the open-source hardware community that aim to create alternatives to proprietary AI chips, allowing for more customizable and potentially cost-effective solutions.
The landscape of AI chips is rapidly evolving, and many countries and companies are investing in developing their own technologies to meet the growing demand for AI processing power.
2 weeks ago
Trump is a shrewd business man, and if US lost the AI lead or ground to others, they may not regain the throne. It's vital to ensure having data center close to the users and diverse the data center locations.
2 weeks ago
You should be proud that besides Singapore, Peninsular Malaysia electricity reliability and availability is the highest and way better than others in the region.
2 weeks ago
a sea change is coming for Tnb
we must change with the times
https://youtu.be/ZDXA8pvLWQI?si=daqDu6OQETdEcJF0
2 weeks ago
Yes
Tenaga means "Power"
Power has finally come
A whopping capex Rm90 Billions (not millions) from 2025 to 2030
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-12-24-story-h496857525-3_MAJOR_INVESTMENT_TRENDS_FOR_YEAR_2025_TO_2029_YOU_MUST_PAY_ATTENTION_T
1 week ago
Reason why we like Tenaga
very high demand for electricity
see chart
https://realestateasia.com/industrial/news/malaysia-data-centre-capacity-reach-860mw-2025
1 week ago
AI/Data Center Weekly: Key Developments Driving the Industry Forward (Week 4, 2025) - #TENAGA, #EGIndustries
https://klse.i3investor.com/web/blog/detail/bestStocks/2025-01-25-story-h497937880-AI_Data_Center_Weekly_Key_Developments_Driving_the_Industry_Forward_Week
1 week ago
VERY GOOD NEWS
TATA POWER (INDIA) UP 534% IN 5 YEARS DUE TO DATA CENTER BOOM
TENAGA WILL FOLLOW
DO NOT MISS TENAGA!
PRESIDENT TRUMP2 INAUGURATED : MORE CLARITY ON AI (Artificial Intelligence) & He Wants Cheaper Crude Oil (Its Implications) Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2025-01-26-story-h498584347-TRUMP2_INSTALLED_MORE_CLARITY_ON_AI_Artificial_Intelligence_He_Wants_Che
1 week ago
Hyperscale center will consume massive amount of electricity
https://www.whas11.com/article/news/local/lge-power-data-center-energy-hyperscale-louisville-kentucky/417-167e4f4f-344d-4f37-bdda-b94e1efcc960
6 days ago
deepseek caused across the board sell down
only Nvidia is directly affected due to Gpu graphic card
5 days ago
Data Centers are basically for Storage of Data by HDD/SDD drive
Also solar farm will need power transmission grid and substation as well
So Tnb got defensive qualitues
5 days ago
Dow Jones
Dow Jones Industrial Average
44,241.90
-182.35
0.41%
Nasdaq
NASDAQ Composite
19,282.92
-671.37
3.36%
5 days ago
DeepSeek already show the world you do not need those multibillion CPU that guzzle huge power and water to train your AI.
All those power and water that needed to run the DC is a waste of resource that should be put into other more productive/better used for food and industries.
Will Tenaga suffered the same fate of double digits selldown as US power suppliers?
5 days ago
AS IT WAS TO TATA POWER
IT WILL BE FOR TNB
TATA POWER DUE TO DC CENTERS IN INDIA UP 534% IN 5 YEARS
TNB NEXT 5 YEARS CAPEX RM90 BILLION WILL CAPTURE DATA CENTER ELECTRICITY DEMAND
TIME TO BUY TENAGA IS NOW! NOW!! NOW!!!
5 days ago
EVERYONE SHOULD HAVE SOME TENAGA STOCKS IN HIS/HER PORTFOLIO
DEEPSEEK INTO AI GPU IMPACTS ONLY NVIDIA: STAY SAFE IN HDD/SSD, HEALTHCARE, PALM OIL & UTILITY STCKS SAFER, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2025-01-28-story-h498585527-DEEPSEEK_INTO_AI_GPU_IMPACTS_ONLY_NVIDIA_STAY_SAFE_IN_HDD_SSD_HEALTHCARE
4 days ago
DeepSeek’s reported efficiency improvements at least suggest that forecasts of exponential power demand growth may need to be redone.
4 days ago
Too early to say how much DeepSeek will curtail energy demand
In any case these are ongoing
1. Solar farms sprouting all over Malaysia. They need to connect to the power grid. So new power transmission lines, transmission towers as well as substations will be needed
2. data centers being built mostly use Hdd/ssd for "storage" of data
And these need lots of energy
3. Apart from DC centers
Many Fdi into new industrial factories also need energy
4. Then there is the expansion of "ASEAN GRID" where Malaysia sells its surplus electricity to other Asean countries
Just like Thailand cars and Spore cars come to pump Malaysia's cheaper petrol
So Tenaga's lower cost of electricity generation has a wide market in Asean
All these will give support to Tenaga
3 days ago
See this
Malaysia through ASEAN POWER GRID can sell electricity to 7 other Asean countries with higher cost of electricity
👇
https://www.lekise.com/en/blog/2024/08/how-do-thailands-electricity-costs-compare-to-other-asean-countries
3 days ago
Asean Power Grid
Due to China & Us trade war many Foreign Companies have come to Asean in general and Malaysia in particular to set up new factories
As such electricity demand will go up
https://bernama.com/en/news.php?id=2345446
3 days ago
Not just talk
See actual sale of electricity to Singapore
https://www.nst.com.my/news/nation/2024/12/1147773/malaysia-begins-first-green-energy-supply-singapore
3 days ago
Progress marching on
No turning back now
https://theedgemalaysia.com/node/680645
3 days ago
In 2014 Malaysia surpassed Thailand with 34 million inbound tourists
Many will stay in hotels and go shopping in Malls
Plus Malaysians also flock to aircond malls to escape equatorial heat
Demand for electricity will rise
Plus there are 600 million people in Asean
Many will grow affluent and later install aircond in homes
And luxury once enjoyed will become a necessity
https://thesun.my/style-life/going-viral/malaysia-is-the-most-visited-asean-nation-in-2024-with-38-million-foreign-arrivals-JP13588661
2 days ago
Correction
38 million (not 34 mil)
There are more tourists than citizens last year
Double the use of electricity
2 days ago
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Ravetidus
drop drop drop
2 weeks ago