TENAGA NASIONAL BHD

KLSE (MYR): TENAGA (5347)

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Last Price

14.02

Today's Change

-0.06 (0.43%)

Day's Change

14.02 - 14.28

Trading Volume

13,061,300

Financial
Market Cap

Market Cap

81,138 Million

NOSH

5,787 Million

Latest Quarter

Latest Quarter

31-Mar-2024 [#1]

Announcement Date

31-May-2024

Next Quarter

30-Jun-2024

Est. Ann. Date

25-Aug-2024

Est. Ann. Due Date

29-Aug-2024

QoQ | YoY

22.57% | -28.59%

T4Q Result

Revenue | NP to SH

54,081,700.000 | 2,483,700.000

RPS | P/RPS

934.48 Cent | 1.50

EPS | P/E | EY

42.92 Cent | 32.67 | 3.06%

DPS | DY | Payout %

46.00 Cent | 3.28% | 106.78%

NAPS | P/NAPS

10.01 | 1.40

QoQ | YoY

-10.35% | -30.48%

NP Margin | ROE

4.35% | 4.29%

F.Y. | Ann. Date

31-Mar-2024 | 31-May-2024

Latest Audited Result

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

Annual (Unaudited)

Revenue | NP to SH

53,066,900.000 | 2,770,300.000

RPS | P/RPS

916.95 Cent | 1.53

EPS | P/E | EY

47.87 Cent | 29.29 | 3.41%

DPS | DY | Payout %

45.88 Cent | 3.27% | 95.84%

NAPS | P/NAPS

10.14 | 1.38

YoY

-20.01%

NP Margin | ROE

4.91% | 4.72%

F.Y. | Ann. Date

31-Dec-2023 | 27-Feb-2024

Annualized Result

Revenue | NP to SH

54,561,600.000 | 2,862,800.000

RPS | P/RPS

942.78 Cent | 1.49

EPS | P/E | EY

49.48 Cent | 28.34 | 3.53%

DPS | DY | Payout %

-

NAPS | P/NAPS

-

QoQ | YoY

3.34% | -28.59%

NP Margin | ROE

4.97% | 4.94%

F.Y. | Ann. Date

31-Mar-2024 | 31-May-2024

Business Process

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 0 / 4 0.00% 0 / 8 0.00%
Total Positive Profit Years 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Positive Profit 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Profit Growth 1 / 4 25.00% 1 / 8 12.50%
Continuous Quarters Of Adjusted EPS Growth 1 / 4 25.00% 1 / 8 12.50%
Total Dividend Years 2 / 4 50.00% 4 / 8 50.00%
Continuous Quarters Of Dividend 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Dividend Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted Dps Growth 0 / 4 0.00% 0 / 8 0.00%
Average ROE 1.07% 1.31%
Average Net Profit Margin 4.34% 5.10%

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 10 Years
Continuous Quarters Of Revenue Growth 1 / 5 20.00% 1 / 10 10.00%
Total Positive Profit Years 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Positive Profit 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Profit Growth 0 / 5 0.00% 0 / 10 0.00%
Continuous Quarters Of Adjusted EPS Growth 0 / 5 0.00% 0 / 10 0.00%
Total Dividend Years 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Dividend 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Dividend Growth 2 / 5 40.00% 2 / 10 20.00%
Continuous Quarters Of Adjusted Dps Growth 2 / 5 40.00% 2 / 10 20.00%
Average ROE 6.28% 8.18%
Average Net Profit Margin 7.24% 10.60%
Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 54,081,700 54,561,600 53,066,900 45,293,460 50,295,960
NP to SH 2,483,700 2,862,800 2,770,300 4,488,670 3,603,460
Dividend 2,652,213 0 2,655,047 2,895,585 3,565,222
Adjusted EPS 42.92 49.48 47.87 77.56 62.26
Adjusted DPS 46.00 0.00 45.88 50.03 61.60

NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share

All figures in '000 unless specified.

EPS & DPS's figures in Cent.

Growth

LQ QoQ LQ YoY CQ YoY LQ vs Average of T4Q LQ vs Average of T8Q
Revenue -0.08% 8.04% 8.04% 0.89% -7.39%
NP to Owner 22.57% -28.59% -28.59% 15.26% -5.46%
Dividend 0.00% 0.00% 0.00% 0.00% 0.00%
Adjusted EPS 22.61% -28.57% -28.57% 15.29% -5.44%
Adjusted DPS 0.00% 0.00% 0.00% 0.00% 0.00%

LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year

T4Q vs LFY T4Q vs AL5FY T4Q vs AL10FY AQR vs LFY AQR vs AL5FY AQR vs AL10FY LFY YoY LFY vs AL5FY LFY vs AL10FY
Revenue 1.91% 7.53% 19.40% 2.82% 8.48% 20.46% 4.32% 5.51% 17.16%
NP to Owner -10.35% -31.07% -44.67% 3.34% -20.55% -36.22% -20.01% -23.12% -38.28%
Dividend -0.11% -25.61% -8.40% 0.00% 0.00% 0.00% 0.58% -25.53% -8.31%
Adjusted EPS -10.34% -31.07% -44.66% 3.37% -20.53% -36.20% -20.01% -23.12% -38.28%
Adjusted DPS 0.27% -25.33% -8.06% 0.00% 0.00% 0.00% 0.58% -25.53% -8.31%

T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year

Discussions
22 people like this. Showing 50 of 13,448 comments

pang72

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

6 days ago

pang72

The construction firm related to DC going to burst order book

6 days ago

pang72

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

6 days ago

pang72

I believe more than $14

6 days ago

Fabien _the efficient capital allocator

I'm holding tight to my shares bought in 2021.

6 days ago

paperplane

TENAGA RM15 this year not impossible anymore

6 days ago

Deekay

Amazing.....

6 days ago

yeinemesis

My finger is very itchy to press the sell button when seeing the gains. Need to close the computer. Bye

6 days ago

EAGLE

Wow RM15 possible?

6 days ago

pang72

$15 is easy la

6 days ago

pang72

So many electricity monsters up for operation next few years..
TNB need to feed them electricity 24-7...

6 days ago

Oliver Ooi

reach RM14, going back to pre-covid or back to 2010

6 days ago

pang72

It is Singtel data center? Welcome to Johor
https://www.sinchew.com.my/news/20240612/finance/5677797

6 days ago

INV3ST0R

shooting star formation?

6 days ago

pang72

I don't know how to read star..
Perhaps, you may ask rr88 sifu..
He awarded many star in his TA skill

5 days ago

calvintaneng

Yes you guys are right

DATA CENTER only employ 50 to 100 people and does not create much employment

As this is an investment forum we can see these will be in high demand

1) Property Companies that Own Big Plots of Lands can sell lands to DATA CENTER for high profits

2) PALM OIL COMPANIES THAT OWN VAST TRACTS OF LANDS CAN DO THE SAME.
And this was how BPLANT Sold Palm oil lands to YTL Power to be converted into DATA CENTER & SOLAR Farms

Why DATA CENTER & Solar Farms go hand in hand?
Answer:

Because DATA CENTER's HDD consume A Lot of Energy
As such more Solar Farms will be built to power DATA Centers

3. So we will understand why TNB has to allot RM90 Billions Capex for building new Power Plants as well as Renewal Energy like never before

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business

See

5 days ago

calvintaneng

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

5 days ago

calvintaneng

HEXCAP (0035) Leadership wisely bought 49% of TRANSGRID VENTURES

TRANSGRID VENTURES = TREMENDOUS GRIP" On TNB Projects

https://www.youtube.com/watch?v=KaEfG_R3Rlc

Better do not miss Hexcap as it enters into Bull Run Phase!

5 days ago

calvintaneng

WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-13-story-h-159668936-WHY_SUDDENLY_SO_MANY_ARE_BUILDING_NEW

MORE DATA CENTER Means More Demand for Energy from TNB

Very Good for HEXCAP as It Got 49% of TRANSGRID VENTURES

TRANSGRID = TREMENDOUS GRIP" on TNB Projects

Also DATA CENTERS NEED LOTS OF OPTIC FIBERS

5 days ago

bullrun168

Walaoeh, what happend ?
Super damn hot man Tenaga today !
Now Tenaga was traded at RM14.14 (+0.26) (+1.9 %)

Heng ah, Ong ah, Huat ah !

5 days ago

BudiLee

Power🕺

5 days ago

speakup

Tenaga super power

5 days ago

DividendGuy67

Nice. New High again. My TENAGA average entry price is 9.11 (excluding dividends, and if include dividends is 7.61). At 14.14, that's a crazy 55%+ price gain! My original plan was to own it for its dividends. Lol. Thank-you TENAGA and Thank-you Mr Market!

5 days ago

jackport

macam mau masuk le...

4 days ago

speakup

https://theedgemalaysia.com/node/715300
malakoff taking advantage of tenaga

4 days ago

kohcl130562

Tnb earnings is based on ROA and third party access of the network will erode its earnings too

4 days ago

investor2021trading

PETALING JAYA: The utilities sector will remain buoyed by healthy demand of electricity in the country, according to RHB Research. It noted that in the first quarter of 2024 (1Q24), electricity demand rose at a much faster 9.6% year-on-year (y-o-y) versus gross domestic product growth of 4.2%, largely driven by stronger commercial (up 11.2%) and domestic (up 16.8%) segments. Demand hit a new peak of 20,028MW in April.
TNB highlighted that the strong commercial demand growth was largely led by the commercialization of a 150MW data centre in 1Q24. It added there were two projects with a total capacity of 535MW completed under the Green Lane Pathway and another seven more (around 165MW) to be completed by this year.

4 days ago

BudiLee

A short report, everyone. Just now I managed to get the share at 4.12 after waiting for 1 hour , so happy now, coz I know by next week this Tenaga will show off his power 😀

4 days ago

pang72

Relax Friday, I guess...
Next week continue

4 days ago

investor2021trading

GEORGE TOWN, June 14 — Tenaga Nasional Berhad’s (TNB) monopole transmission tower project is expected to be completed by the end of November. The RM500 million project, launched in late 2022, features an 8.5km overhead transmission line running parallel to the iconic Penang Bridge. Upon completion, the monopole transmission towers will transmit 2,000 megawatts (MW) of electricity to Penang. Touted as an engineering marvel, the monopole transmission towers are believed to be the second of their kind in Malaysia, following a similar project in Melaka.

4 days ago

investor2021trading

TNB need to do Nuclear Power Plant to make its stock fly!
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.

3 days ago

speakup

@investor2021trading, what state u stay? We put that nuclear plant at your state. Don't complain or protest nuke plant ya

3 days ago

pang72

No for nuclear plant la...
Gas or hydrogen are OK for green energy

2 days ago

pang72

Epf continues selling cheap tickets to foriegn funds..
As a Malaysian worrying epf need to buy back higher price later which is not smart move

2 days ago

investor2021trading

It certainly wasn't a sensible action by EPF disposing large blocks of TNB shares considering DC theme play will last multi years in M'sia. DC business is a perpetual growing business. It will be the greatest M'sia ever experience since Merdeka! EPF is so big and should not just join the ‘herd movement’, buying when the market is buying or selling when the market is selling. This will escalate the volatility in the market. Given the improving market outlook, there is no reason for institutional investors to sell. EPF’s paring of its shareholding in TNB affect support for the local market. IDK, what about foreign funds nibbling of TNB shares lately?

2 days ago

pang72

foreseeable epf has to force to buy higher price at $15,$16,$17 later...
TNB is national asset. It wouldnt be over certain threshold in foreign holding.
So, by the time of epf buying will certainly push the share price much higher..

Stay n see!

2 days ago

pang72

The know da t is PMX instruction to National fund to divert overseas asset to local aseet..
It is on going... I am sure!

2 days ago

prudentinvestor

Persistent selling of Tenaga shares by the EPF over two years ago drove its share price to dip below RM8 sometime in July 2022. As at 7 September 2022, EPF held 900,968,661 Tenaga shares. Soon afterwards it embarked on a buying spree, turning aggressive at the beginning of 2023. Even after some moderate selling over the past few days, EPF still holds 1,016,283,345 Tenaga shares. I believe it has made lots of money as Tenaga rallies.

2 days ago

pang72

TNB doesn't hv free warrant issue but dividend is!

2 days ago

investor2021trading

Surely, EPF still makes a lot of money from disposing large blocks of TNB shares, not to mention d dividends declared by TNB for shareholders all these years. It can be true that foreign companies like Apple, Microsoft, Nvidia, Amazon, etc... that is currently investing in M'sia data centres r d ppl walloping-up Tenaga shares. It's also d government strategy to woo FDI, to bring in foreign money to prop up our M'sian currencies. It's d priorities of these foreign companies to support TNB for their perpetual needs of electricity in order not to fail in this DC business.
Guys, while foreigners r walloping-up Tenaga shares at current low price, u better follow to buy n keep some b4 d share price surge🚀🚀🚀.

2 days ago

speakup

Tenaga drop 6¢ only already some ppl here panik as if drop 60¢

2 days ago

investor2021trading

VIENTIANE: Tuesday, 27 Jun 2023
In conjunction with the visit of Prime Minister Datuk Seri Anwar Ibrahim through the Malaysia-Thailand-Laos tripartite cooperation on the potential to increase cross-border electricity trade in Asean and assist Laos to become the "Battery of Asia”.
Tenaga Nasional Bhd (TNB) and Electricite du Lao (EDL) exploration on the potentials of hydropower in Laos is expected to generate returns of RM460 million to RM2.3 billion a year to TNB beginning 2025.

1 day ago

pang72

Hur!! Another $2.3billions revenue (potential)...!! Cross border trade!!

1 day ago

pang72

Finally, flying to $14.22 with potential $2.3nilliins earning Catalyst

9 hours ago

pang72

Hopefully, local funds don't transfer so much money to foriegn funds..
..

9 hours ago

pang72

Data center monsters are sucking electricity from TNB..
Foreign funds are sucking TNB shares from open market!!

9 hours ago

pang72

You are right.... TNB is real. Winner of long run in DC..
The sub sectors of course benefited in various development phases of DC from land sale, construction, equipment installation, to operation

8 hours ago

pang72

Ooo... It is on the way to overtake mbb..
Read my previous posting for target to overtake mbb..
I am waiting for it to happen by end Dec24...

6 hours ago

pang72

TNB is the mother of whole DC theme.
It is like Top Glove the leader of glove.
TNB is the leader of DC..
Hence, all interlinked counters will benefited one in another..

6 hours ago

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