TENAGA NASIONAL BHD
KLSE (MYR): TENAGA (5347)
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Last Price
14.66
Today's Change
0.00 (0.00%)
Day's Change
14.58 - 14.78
Trading Volume
7,529,200
Financial
Market Cap
85,218 Million
NOSH
5,813 Million
Latest Quarter
30-Jun-2024 [#2]
Announcement Date
29-Aug-2024
Next Quarter
30-Sep-2024
Est. Ann. Date
24-Nov-2024
Est. Ann. Due Date
29-Nov-2024
QoQ | YoY
101.77% | 340.41%
Revenue | NP to SH
55,125,300.000 | 3,599,900.000
RPS | P/RPS
948.32 Cent | 1.55
EPS | P/E | EY
61.93 Cent | 23.67 | 4.22%
DPS | DY | Payout %
52.69 Cent | 3.59% | 85.09%
NAPS | P/NAPS
10.16 | 1.44
QoQ | YoY
44.94% | 18.88%
NP Margin | ROE
6.52% | 6.09%
F.Y. | Ann. Date
30-Jun-2024 | 29-Aug-2024
Latest Audited Result
31-Dec-2023
Announcement Date
22-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
22-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
53,066,900.000 | 2,770,300.000
RPS | P/RPS
912.91 Cent | 1.61
EPS | P/E | EY
47.66 Cent | 30.76 | 3.25%
DPS | DY | Payout %
45.67 Cent | 3.12% | 95.84%
NAPS | P/NAPS
10.09 | 1.45
YoY
-20.01%
NP Margin | ROE
4.91% | 4.72%
F.Y. | Ann. Date
31-Dec-2023 | 27-Feb-2024
Revenue | NP to SH
56,014,400.000 | 4,319,600.000
RPS | P/RPS
963.61 Cent | 1.52
EPS | P/E | EY
74.31 Cent | 19.73 | 5.07%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
50.89% | 62.37%
NP Margin | ROE
7.82% | 7.31%
F.Y. | Ann. Date
30-Jun-2024 | 29-Aug-2024
Show?
| Last 10 FY Result | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/08/17 | 31/08/16 | 31/08/15 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 56,014,400 | 55,125,300 | 53,066,900 | 50,867,700 | 52,629,500 | 43,976,000 | 50,939,700 | 50,392,500 | 15,827,100 | 47,416,900 | 44,531,500 | 43,286,800 | 2.47% | |
| PBT | 5,593,400 | 4,526,100 | 3,373,600 | 5,348,600 | 4,738,300 | 4,235,400 | 5,477,700 | 5,046,600 | 2,979,300 | 8,281,800 | 8,066,800 | 7,133,700 | -8.58% | |
| Tax | -1,212,800 | -934,000 | -770,000 | -1,791,200 | -873,600 | -619,000 | -1,032,700 | -1,301,600 | -235,400 | -1,369,700 | -746,000 | -1,072,800 | -3.89% | |
| NP | 4,380,600 | 3,592,100 | 2,603,600 | 3,557,400 | 3,864,700 | 3,616,400 | 4,445,000 | 3,745,000 | 2,743,900 | 6,912,100 | 7,320,800 | 6,060,900 | -9.63% | |
| - | ||||||||||||||
| NP to SH | 4,319,600 | 3,599,900 | 2,770,300 | 3,463,300 | 3,661,800 | 3,592,700 | 4,529,200 | 3,723,700 | 2,755,700 | 6,904,000 | 7,367,600 | 6,118,400 | -9.06% | |
| - | ||||||||||||||
| Tax Rate | 21.68% | 20.64% | 22.82% | 33.49% | 18.44% | 14.61% | 18.85% | 25.79% | 7.90% | 16.54% | 9.25% | 15.04% | - | |
| Total Cost | 51,633,800 | 51,533,200 | 50,463,300 | 47,310,300 | 48,764,800 | 40,359,600 | 46,494,700 | 46,647,500 | 13,083,200 | 40,504,800 | 37,210,700 | 37,225,900 | 3.71% | |
| - | ||||||||||||||
| Net Worth | 59,068,049 | 59,068,049 | 58,668,477 | 58,367,948 | 56,519,206 | 55,758,924 | 57,981,810 | 57,716,936 | 57,155,513 | 57,110,793 | 52,388,685 | 47,210,047 | 2.63% | |
| Dividend | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/08/17 | 31/08/16 | 31/08/15 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Div | 2,893,875 | 3,063,053 | 2,655,047 | 2,639,681 | 2,286,838 | 4,557,655 | 5,686,888 | 3,023,068 | 1,212,063 | 3,451,999 | 1,805,922 | 1,636,690 | 5.97% | |
| Div Payout % | 66.99% | 85.09% | 95.84% | 76.22% | 62.45% | 126.86% | 125.56% | 81.18% | 43.98% | 50.00% | 24.51% | 26.75% | - | |
| Equity | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/08/17 | 31/08/16 | 31/08/15 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Worth | 59,068,049 | 59,068,049 | 58,668,477 | 58,367,948 | 56,519,206 | 55,758,924 | 57,981,810 | 57,716,936 | 57,155,513 | 57,110,793 | 52,388,685 | 47,210,047 | 2.63% | |
| NOSH | 5,812,780 | 5,812,780 | 5,787,331 | 5,753,077 | 5,717,095 | 5,704,653 | 5,686,888 | 5,686,888 | 5,665,986 | 5,659,016 | 5,643,508 | 5,643,759 | 0.30% | |
| Ratio Analysis | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/08/17 | 31/08/16 | 31/08/15 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NP Margin | 7.82% | 6.52% | 4.91% | 6.99% | 7.34% | 8.22% | 8.73% | 7.43% | 17.34% | 14.58% | 16.44% | 14.00% | - | |
| ROE | 7.31% | 6.09% | 4.72% | 5.93% | 6.48% | 6.44% | 7.81% | 6.45% | 4.82% | 12.09% | 14.06% | 12.96% | - | |
| Per Share | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/08/17 | 31/08/16 | 31/08/15 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RPS | 967.81 | 952.45 | 919.41 | 886.44 | 920.56 | 771.91 | 895.74 | 887.97 | 279.57 | 837.90 | 789.07 | 766.99 | 2.19% | |
| EPS | 74.64 | 62.20 | 48.00 | 60.35 | 64.05 | 63.06 | 79.64 | 65.62 | 48.68 | 122.00 | 130.55 | 108.41 | -9.30% | |
| DPS | 50.00 | 53.00 | 46.00 | 46.00 | 40.00 | 80.00 | 100.00 | 53.27 | 21.41 | 61.00 | 32.00 | 29.00 | 5.68% | |
| NAPS | 10.2057 | 10.2057 | 10.1646 | 10.1714 | 9.886 | 9.7873 | 10.1957 | 10.1704 | 10.096 | 10.092 | 9.283 | 8.365 | 2.36% | |
| Adjusted Per Share Value based on latest NOSH - 5,812,780 | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/08/17 | 31/08/16 | 31/08/15 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RPS | 963.61 | 948.32 | 912.91 | 875.08 | 905.38 | 756.52 | 876.31 | 866.90 | 272.27 | 815.71 | 766.07 | 744.66 | 2.47% | |
| EPS | 74.31 | 61.93 | 47.66 | 59.58 | 62.99 | 61.81 | 77.92 | 64.06 | 47.41 | 118.77 | 126.74 | 105.25 | -9.06% | |
| DPS | 49.78 | 52.69 | 45.67 | 45.41 | 39.34 | 78.41 | 97.83 | 52.01 | 20.85 | 59.38 | 31.07 | 28.16 | 5.96% | |
| NAPS | 10.1615 | 10.1615 | 10.0927 | 10.041 | 9.723 | 9.5922 | 9.9746 | 9.929 | 9.8324 | 9.8248 | 9.0124 | 8.1215 | 2.63% | |
| Price Multiplier on Financial Quarter End Date | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/08/17 | 31/08/16 | 31/08/15 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | 28/06/24 | 28/06/24 | 29/12/23 | 30/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 29/12/17 | 30/08/17 | 30/08/16 | 28/08/15 | - | |
| Price | 13.78 | 13.78 | 10.04 | 9.63 | 9.34 | 10.42 | 13.26 | 13.60 | 15.26 | 14.28 | 14.74 | 11.18 | - | |
| P/RPS | 1.42 | 1.45 | 1.09 | 1.09 | 1.01 | 1.35 | 1.48 | 1.53 | 5.46 | 1.70 | 1.87 | 1.46 | -3.44% | |
| P/EPS | 18.46 | 22.15 | 20.92 | 15.96 | 14.58 | 16.52 | 16.65 | 20.73 | 31.35 | 11.70 | 11.29 | 10.31 | 8.85% | |
| EY | 5.42 | 4.51 | 4.78 | 6.27 | 6.86 | 6.05 | 6.01 | 4.82 | 3.19 | 8.54 | 8.86 | 9.70 | -8.13% | |
| DY | 3.63 | 3.85 | 4.58 | 4.78 | 4.28 | 7.68 | 7.54 | 3.92 | 1.40 | 4.27 | 2.17 | 2.59 | 7.07% | |
| P/NAPS | 1.35 | 1.35 | 0.99 | 0.95 | 0.94 | 1.06 | 1.30 | 1.34 | 1.51 | 1.41 | 1.59 | 1.34 | -3.56% | |
| Price Multiplier on Announcement Date | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/08/17 | 31/08/16 | 31/08/15 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | 29/08/24 | 29/08/24 | 27/02/24 | 27/02/23 | 24/02/22 | 26/02/21 | 28/02/20 | 28/02/19 | 28/02/18 | 26/10/17 | 27/10/16 | 29/10/15 | - | |
| Price | 13.94 | 13.94 | 11.42 | 9.64 | 9.00 | 10.10 | 12.10 | 13.42 | 15.70 | 14.34 | 14.32 | 12.66 | - | |
| P/RPS | 1.44 | 1.46 | 1.24 | 1.09 | 0.98 | 1.31 | 1.35 | 1.51 | 5.62 | 1.71 | 1.81 | 1.65 | -3.36% | |
| P/EPS | 18.68 | 22.41 | 23.79 | 15.97 | 14.05 | 16.02 | 15.19 | 20.45 | 32.25 | 11.75 | 10.97 | 11.68 | 8.90% | |
| EY | 5.35 | 4.46 | 4.20 | 6.26 | 7.12 | 6.24 | 6.58 | 4.89 | 3.10 | 8.51 | 9.12 | 8.56 | -8.18% | |
| DY | 3.59 | 3.80 | 4.03 | 4.77 | 4.44 | 7.92 | 8.26 | 3.97 | 1.36 | 4.25 | 2.23 | 2.29 | 7.01% | |
| P/NAPS | 1.37 | 1.37 | 1.12 | 0.95 | 0.91 | 1.03 | 1.19 | 1.32 | 1.56 | 1.42 | 1.54 | 1.51 | -3.51% | |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
22 people like this. Showing 50 of 13,572 comments
https://theedgemalaysia.com/node/723561
KUALA LUMPUR (Aug 20): Tenaga Nasional Bhd (KL:TENAGA) has received a new tax bill totalling RM1.39 billion from the Inland Revenue Board (IRB).
1 month ago
TNB bayar je lah. Consider the Lhdn fine as national service to develop the nation. Don't be selfish TNB!
1 month ago
Walaoeh, what happend ?
Super damn hot man Tenaga today !
Now Tenaga was traded at @RM14.10 (+0.18) (+1.30 %)
Heng ah, Ong ah, Huat ah !
1 month ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Tenaga reported a very good latest quarter.
4 weeks ago
Tenaga record profit, pls pay Lhdn fine! Consider this as national service to help the country! F*rk stop wasting money on lawyers. Just pay!
4 weeks ago
As a shareholders of Tenaga we demand Tenaga pay the Lhdn 1.39 bil fine as this can help Malaysia a lot! Unless of course Tenaga tak cintai Malaysia
4 weeks ago
TENAGA - Bursa Magnificent 7 stock with Uptrend Chart and strong Q2 earnings - KingKKK
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-08-30-story-h-153150473-TENAGA_Bursa_Magnificent_7_stock_with_Uptrend_Chart_and_strong_Q2_earni
4 weeks ago
MYR strong mean raw material for generate electric power is reduce. Earning is on the way up trend. Apa lagi u mau. Let's top up and get dividend je.. RM 15 soon.. don't miss the chance.
4 weeks ago
What a wonderful day for TENAGA investors! I blogged about this here. Enjoy the ride up and good luck!
https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-08-31-story-h468109399-TENAGA_Is_it_time_to_sell
4 weeks ago
I propose: household tnb usage
>rm100, +10%charge
>rm200, +20%charge
..
..
>rm500, +50%charge
>rm800, +80%charge
3 weeks ago
Just a slight improvement in Tenaga %revenue will bring huge earnings to Tenaga in next coming next Qtr report. Now, 6 datacenter building, infrastructure are ready, bringing in equipment, tooling, expect start operation by end 2024. Then, another 4 new Data centers in building, more to come by end 2024. Imagine in year 2025, all big corporation Microsoft, Nvidia, Bytedyne, Amazon, Google, SEA are ready & start operation. How much power its require by then.
Not to mention, household & industrial TNB usage tariff charges increase, that will boost it revenue on top of global coal price drop, forex RM vs USD stronger & increase tariff cost charges.
Short term TP $17.00 by next Qtr result out.
3 weeks ago
https://www.thestar.com.my/business/business-news/2024/09/03/tnb-projects-strong-electricity-demand-growth-driven-by-data-centres
According to CIMB Securities, TNB shared in its briefing that it had completed connection of seven DC projects to the electricity grid in the first half of the year so far and this totals a circa. 1,070MW.
An additional 3.2GW of 21 DC projects are in the supply application stage, it said. TNB Green Lane Pathway may realize the connection within 12 months, as opposed to the usual 36 to 48 months. With such massive influx of power demand, the immediate plan may be to extend the retiring or retired power plant. Can possibly check out alternative prospects of those IPPs.
3 weeks ago
According to https://www.gso.org.my/ which provide real time power demand in Peninsular which stood at around 19GW, thus additional 4.2GW is very significant. Tenaga and IPP may be supported with such huge demand in the short to medium term.
3 weeks ago
“In the 2Q2024 earnings season, performance of companies under our coverage were largely in line with our expectation, except for Tenaga, which exceeded our estimate, attributed to better-than-expected sale of electricity, along with lower fuel cost and forex translation loss, amid the strengthening of the MYR (Malaysian ringgit),” BIMB said.
Tenaga’s sale of electricity escalated 4% quarter-on-quarter and 6% year-on-year (y-o-y), thanks to increased demand from the commercial (DCs included under this) and domestic segment by 10% and 12% y-o-y, respectively.
BIMB maintained an “overweight” recommendation on the sector, with a “buy” call on Tenaga at a target price (TP) of RM17.84, Malakoff at a TP of 90 sen.
3 weeks ago
More and more foreign investor, capital flow in to build more factories in Malaysia, more electricity require.
Fong/The Edge
KUALA LUMPUR (Sept 4): Malaysia secured RM85.4 billion in foreign investments in the first half of 2024 (1H2024), with Austria leading at RM30.1 billion.
This was followed by Singapore (RM16.5 billion), China (RM9.8 billion), the Netherlands (RM4.0 billion), and Taiwan (RM2.4 billion), according to the Malaysian Investment Development Authority (Mida).
The RM85.4 billion in foreign investments accounted for 53.4% of total approved investments of RM160 billion in 1H2024. Domestic investments contributed 46.6% or RM74.6 billion.
The total approved investments of RM160 billion represented an 18% year-on-year increase from RM135.6 billion in the same period last year, Mida reiterated, following Prime Minister Datuk Seri Anwar Ibrahim's announcement of the same on Tuesday.
https://theedgemalaysia.com/node/725477
3 weeks ago
F-a-r-k lah Tenaga just pay the 1.4Bil LDHN fine lah! Lu dapat monopoly from govt tapi tak nak bantu Malaysia? That 1.4Bil boleh bantu bangunkan negara and rakyat Malaysia. Bayar je
3 weeks ago
Cannot simply pay. Public Company. The management must be able to 'justify' that such tax is required under the Tax Law. Otherwise if auditor comes and discovers a person is not protecting the company's interest, he might face legal action by the company. Nowadays we hear news of 'new management' of a company taking legal action on 'former management' pertaining to their action & decision making related to the company's interest. Similar to our politics.
3 weeks ago
14.680 with 1.2M Bids against 14.700 with 3.0M Asks at 4pm. Big volume fighting. How to move...🤔😴
2 weeks ago
@speakup funny mindset, next time you get fine, even you not wrong, you must pay the fine , because you love Malaysia
2 weeks ago
Lower borrowing cost and fuel cost due RM strengthening against USD. Increase in electricity consumption due to industrial activity and DC. Lastly, RP4 coming. Increase in electricity tariff?
3 days ago
propose to gov, remove all tnb subsidy!! Use 1sen pay 1sen, use 100k, pay 100k🤣
3 days ago
👍 1
TENAGA's top line sales r in strong RM n is on twin Catalysts as
1st Value stock n
2nd Growth stock with driving forces to fly HH on
Multiple Tailwinds as
Phoebe presented above:
a. Growth Investing on
Increasing electricity consumption n HIGH-demand coming at high selling rate in kw.hr due to
industrial activity and esply
the brand new DC, the hyper power guzzlers on 247 n non-stop.
b. Value Investing on
Lower borrowing cost and esply in raw materials as lower low fuel cost in coal n n-gas, due to super
forex champion of our RM, i.e. strengthening against USD by > 7% since June 30th, 2024 now n counting...
Lastly, RP4 coming. Increase in electricity tariff = increasing ASP soon is the certainty,,,
NB:
TENAGA is abt to begin its huge PRIMARY 3 wave:
https://www.tradingview.com/x/85pvU2sL/
https://www.xe.com/currencyconverter/convert/?Amount=1&From=USD&To=MYR
https://klse.i3investor.com/web/stock/financial-quarter/5347
2 days ago
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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....
Deekay
Prudent, why don't you sell your maybank and add to your RHB as MBB got a PE of 12.3 vs RHB 8.3 based on your logic. Perhaps MBB should also trade at PE of 8 like RHB. In RHB's thread i can see you keep on ranting about how your RHB not moving against MBB or CIMB.
1 month ago