TENAGA NASIONAL BHD

KLSE (MYR): TENAGA (5347)

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Last Price

13.10

Today's Change

0.00 (0.00%)

Day's Change

13.02 - 13.14

Trading Volume

6,367,300

Financial
Market Cap

Market Cap

75,814 Million

NOSH

5,787 Million

Latest Quarter

Latest Quarter

31-Dec-2023 [#4]

Announcement Date

27-Feb-2024

Next Quarter

31-Mar-2024

Est. Ann. Date

29-May-2024

Est. Ann. Due Date

30-May-2024

QoQ | YoY

-31.80% | -27.83%

T4Q Result

Revenue | NP to SH

53,066,900.000 | 2,770,300.000

RPS | P/RPS

916.95 Cent | 1.43

EPS | P/E | EY

47.87 Cent | 27.37 | 3.65%

DPS | DY | Payout %

45.83 Cent | 3.50% | 95.74%

NAPS | P/NAPS

10.14 | 1.29

QoQ | YoY

-7.52% | -20.01%

NP Margin | ROE

4.91% | 4.72%

F.Y. | Ann. Date

31-Dec-2023 | 27-Feb-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 | 1.43

EPS | P/E | EY

47.87 Cent | 27.37 | 3.65%

DPS | DY | Payout %

45.88 Cent | 3.50% | 95.84%

NAPS | P/NAPS

10.14 | 1.29

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

53,066,900.000 | 2,770,300.000

RPS | P/RPS

916.95 Cent | 1.43

EPS | P/E | EY

47.87 Cent | 27.37 | 3.65%

DPS | DY | Payout %

-

NAPS | P/NAPS

-

QoQ | YoY

-4.97% | -20.01%

NP Margin | ROE

4.91% | 4.72%

F.Y. | Ann. Date

31-Dec-2023 | 27-Feb-2024

Business Process

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 3 / 4 75.00% 3 / 8 37.50%
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 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted EPS Growth 0 / 4 0.00% 0 / 8 0.00%
Total Dividend Years 2 / 4 50.00% 4 / 8 50.00%
Continuous Quarters Of Dividend 1 / 4 25.00% 1 / 8 12.50%
Continuous Quarters Of Dividend Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted Dps Growth 1 / 4 25.00% 1 / 8 12.50%
Average ROE 1.19% 1.35%
Average Net Profit Margin 4.94% 5.18%

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 53,066,900 53,066,900 53,066,900 45,293,460 50,295,960
NP to SH 2,770,300 2,770,300 2,770,300 4,488,670 3,603,460
Dividend 2,652,213 2,655,047 2,655,047 2,895,585 3,565,222
Adjusted EPS 47.87 47.87 47.87 77.56 62.26
Adjusted DPS 45.83 45.88 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 1.38% 5.71% 4.32% 2.90% -8.87%
NP to Owner -31.80% -27.83% -20.01% -15.69% -25.06%
Dividend 0.00% 8.32% 0.58% 143.74% 144.43%
Adjusted EPS -31.80% -27.83% -20.01% -15.69% -25.06%
Adjusted DPS 0.00% 8.32% 0.58% 143.74% 144.43%

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 0.00% 5.51% 17.16% 0.00% 5.51% 17.16% 4.32% 5.51% 17.16%
NP to Owner 0.00% -23.12% -38.28% 0.00% -23.12% -38.28% -20.01% -23.12% -38.28%
Dividend -0.11% -25.61% -8.40% 0.00% -25.53% -8.31% 0.58% -25.53% -8.31%
Adjusted EPS 0.00% -23.12% -38.28% 0.00% -23.12% -38.28% -20.01% -23.12% -38.28%
Adjusted DPS -0.11% -25.61% -8.40% 0.00% -25.53% -8.31% 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 13,257 comments

x_abe81

To be back to peak RM15 sooner than we expected.

1 month ago

prudentinvestor

Tenaga's unprecedented rise of around 30% since the beginning of August last year has been largely due to EPF's relentless buying. EPF's holdings in Tenaga has increased by 200,000,000 shares over this period, from about 855 million shares to over 1.065 billion. Any one knows why EPF is buying so aggressively?

1 month ago

kohcl130562

To collect dividend and prop up local market as per govt

1 month ago

speakup

Main reason is to fool Foreign investors to thinking our Malaysia economy is damn strong

1 month ago

GreatDreamer

TNB up on RE Thame Play. Future electricity demand growth will be stronger than in the past bcos of DC, export green electicity to Singapore, EV car etc.

1 month ago

DividendGuy67

A bit of trivia.
I started investing in TENAGA on 28 Apr 2021, so, it's coming to 3 years now.
Over this period, my Total Return (Price gains + Dividends) from TENAGA is 15.18% per annum CAGR.
If I exclude the dividends, then, Price Returns = 10.65% per annum CAGR.
This suggests that the Dividend returns = 4.53% per annum CAGR.

The Dividend returns is not too shabby - didn't match EPF but beats FD hands down still with 4.5% per annum over this 3 year period.

But the Price gains is more than double the Dividend Yields.

Moral of the story? Both Dividend Yield and Price gains matters.
For a solid dividend yield stock, buy when price is low. It helps.

PS. My original conservative return target at entry was around 9% per annum. This one wins faster than I had expected.

1 month ago

DividendGuy67

Post removed.Why?

1 month ago

speakup

use your tenaga dividend to pay letrik bill
speakup letrik is free

1 month ago

prudentinvestor

Persistent selling by EPF drove Tenaga's share price to dip below RM8 in early July 2022. Now aggressive buying by EPF since August last year is pushing up its share price to almost RM12.

3 weeks ago

Nepo

Soon it will cross over RM 12

3 weeks ago

Oliver Ooi

I wants harvest my fruit at RM12. but no chance at all

3 weeks ago

speakup

Lesson here: When EPF sell u buy!

3 weeks ago

Nepo

if you want to sell, sell quote @ RM 11.98 is better than RM 12 because obviously RM 12 is seen as resistence..

3 weeks ago

kohcl130562

Cos fund managers are controlling the price

3 weeks ago

Nepo

fund manager, they no rush
eat bit by bit
if you want to let go at 12.00, just wait a little bit time for them to bite..

3 weeks ago

Nepo

95 continuously bought at RM 12.00. Hopefully already eaten up all the shares you want to sold.
leave behind the ones who still look good Tenaga including i and all comrande here and ride for further..

3 weeks ago

Deekay

Amazing run....Mantap

3 weeks ago

bullrun168

Now KLSE at 1587 points and it’s the beginnings of super bull market…

KLSE will break above 1,800 points by
end of 2025 and Tenaga share price on that time will easily break above RM20

3 weeks ago

paperplane

go go go, aleh aleh aleh, RM15, RM15!!! Microsoft coming, 10bil, 2.5bil each yr, how many more ENERGY THEY NEED!! BOOM SHAKALALA

3 weeks ago

dompeilee

Slightly over 1 lot left after taking profit 5 X this year. Hanging on for the rest of my lifetime!

3 weeks ago

speakup

Domp sifu what prices u sell?

3 weeks ago

DividendGuy67

TENAGA bull! Thanks to TENAGA, HEKTAR, CSCSTEL and other green stocks offsetting red stocks, my portfolio has made new all time high again today, after yesterday's all time high. Trust everyone is happy. Still haven't sold since my last post a week ago. The bull is strong, this one RM13 resistance will be a magnet eventually. They never travel in a straight line up, but let them zig and zag, eventually, RM13 will come.

Having said that, not a chaser. As price rise, I am definitely not buying this power/utility company. Instead, I will be thinking to sell near resistance. Long term dividends is somewhere between 45 sen to 60 sen to be prudent (it can exceed this and it can be below this). As dividend investor, once a high yielder yield starts to drop to 3% or so, I will typically not be that interested anymore and will start to shift gradually towards cash. As long as the charts is bullish, will still ride it.

Good luck everyone!

3 weeks ago

DividendGuy67

Post removed.Why?

3 weeks ago

DividendGuy67

Post removed.Why?

3 weeks ago

speakup

My tenaga avg only 9+ excluding dividend

3 weeks ago

Phoebe

RP 3 expiring end of this year. Wondering will the RP4 be approved. If approved, meaning tariff will increase and TNB revenue will increase but then many other things will increase as well.

2 weeks ago

Oliver Ooi

52weeks time high. tomorrow gonna breakthrough and walk toward new high again

2 weeks ago

paperplane

Tenaga will benefit a lot next 3yrs with so many data centre coming in

2 weeks ago

prudentinvestor

Has gone up too fast and too far. Have advised friends to take profit and switch to Maybank.

2 weeks ago

speakup

Up fast complain
Down fast complain
How lah?

2 weeks ago

prudentinvestor

If you are convinced that Tenaga would go up to RM13, 14 or even 15, you can always hold on to your shares.

2 weeks ago

speakup

when tenaga <9, speakup say sure hit 10
when tenaga <10, speakup say sure hit 11
when tenaga <11, speakup say sure hit 12
when tenaga <12, speakup say sure hit 13
tak percaya?

2 weeks ago

Phoebe

Not sure what is fueling the rise of TNB. I only can think one of the reason is potential of tariff adjustment next year and high chances it will materialise. Because gomen has postponed once and doubt they will push it for another 2 years which will be very close to election year.

2 weeks ago

metaverse

Energy Exchange Malaysia (Enegem) and Single Buyer (no sign it is Tenaga yet as this is highly lucrative business but Khazanah Nasional is a more suitable candidate with their vast trading experience ) are fueling Tenaga as currently Tenaga actually has cash flow problem (1st generation IPPs were making good profit at the expenses of Tenaga) but with the establishment of Enegem will path the way for the Single Buyer to trade energy (just like stock market) with other countries like Singapore, Thailand or Indonesia at international price. Many market players misunderstood the strong rally of Tenaga is driven by the business prospect of Data Centers (DC) but DC (just like bitcoin mining) are power hungry monster with little contribution to local economy such as job creation with a lot of environmental problem so most advanced countries such as US, Euro and even Singapore actually no longer welcome DC.

2 weeks ago

paperplane

the reason is they retiring old IPP, which TNB forced to buy extra capacity. moving fwd, Large Solar Farm is asset light solution for TNB, they buy energy from them, but not owning most of these.

And yes, DC is power monster, sooner later, Malaysia will also look into Nuclear Power, which TNB likely also as one crucial party to be involved.

1 week ago

x_abe81

With Madani government, its time for TNB to return to its RM16 above glory days....slowly and surely.

1 week ago

GSX1111

will those power generation station set up by YTLPOWER, Sarawak Energy become the competitor to TNB ?

1 week ago

paperplane

CIMB Securities pointed out
that TNB had estimated an energy transition (ET) capex allocation of RM35 billion for financial years 2025-2030, in addition
to a non-ET regulated capex of
RM54 billion.
This brings the total regulated
capex to RM90 billion for financial years 2025-2030, amounting
to RM15 billion per year, about
double the average capex of
RM7.5 billion for financial years
2022-2024, primarily for grid infrastructure upgrades.

1 week ago

GreatDreamer

DC boom! Boom!

Bloomberd just report "Nvidia Rallies Anew After Rosy Forecast Shows AI Boom Is Strong. We are poised for our next wave of growth, CEO saysOutlook for second-quarter revenue exceeds estimates .. ..."

3 days ago

Nepo

unconsciously already RM13.10..
good investment definately

3 days ago

Oliver Ooi

true, reach rm13. going back to pre-covid stay above rm12.

3 days ago

cktay

Glad I bought Tenaga.some time back.
Bearing fruits now. Just beyond my expectations

3 days ago

paperplane

15 not far

3 days ago

furball

YTD portfolio already grow by 21.8%… sell in may and go away or ride the wave?

3 days ago

DividendGuy67

Thanks to TENAGA and 24 other greens to offset reds, my portfolio also made new all time highs today. That's 12 times this month alone! What an amazing month! Thank-you Mr Market!

2 days ago

DividendGuy67

I first bought TENAGA in Apr 2021, over 3 years ago. Excluding dividends, the TENAGA portfolio CAGR is 14.57%. Including dividends, the CAGR is 19%!!! What an outperformance, who knew TENAGA could outperform on an annual compounded basis to return 19% per annum! Unbelievable!

2 days ago

DividendGuy67

What's amazing is TENAGA is supposed to be a defensive, dividend stock. I did get 4.5% p.a. in dividend yield over the 3 years. But the price gain is 14.5%! Price gain is like 3 times dividend yield! If you asked me 3 years ago what I thought would be a good price gain, I would say equal to dividend yield for a defensive stock like this. This mega cap behaves like a smaller cap!

2 days ago

DividendGuy67

I looked at the long term chart and here's what I see. Give that article a like if you find these charts helpful.

https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-05-24-story-h-160805767-TENAGA_Is_it_time_to_sell#google_vignette

2 days ago

Pinky

@DividendGuy67

"Thanks to TENAGA and <<24 other greens>> to offset reds"

Walao, u have how many stocks oh???

2 days ago

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