TENAGA NASIONAL BHD
KLSE (MYR): TENAGA (5347)
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Last Price
13.50
Today's Change
-0.32 (2.32%)
Day's Change
13.36 - 13.96
Trading Volume
9,961,600
Details of Changes
Securities After Change
Transactions
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|---|---|---|---|---|---|---|---|---|---|---|
| Date | Type | No. of Shares | Price | Direct (%) | Indirect (%) | Total (%) | ||||
Discussions
22 people like this. Showing 50 of 13,819 comments
Why Singapore can lower it's electricity bill while Malaysia increase ?
answer is simple
current cost per kilowatt hour in Malaysia is about 39 sen while Singapore is over Rm1.00
so even if Malaysia raise it's electricity cost per kilowatt hour to 45.2 sen per kilowatt hours it is still cheaper by half of what Singapore sells
Malaysia electricity price like it's Ron95 petrol are priced too cheaply
in Singapore petrol station offers 5% discount sometimes but of what use when it is so very expensive in the first place
So all ignoramus please wake up
1 week ago
One main reason why Singaporeans want to build their factories is due to very cheap electricity, water, petrol and labour cost as well as land and building cost in Malaysia
1 week ago
See how many more Singapore factories will be built in Johor when terms get better
1 week ago
if possible Singapore want to have Malaysia cost of electricity , water and pump ron95
https://youtu.be/RUrea7gaC5o?si=vKRMjmZ8QaQCF4vV
1 week ago
This MCA is a sor 7 hai, simple cost and market price of electricity dunno ah, sor lan hem one
1 week ago
Am Invest amat pesimis terhadap TENAGA ...
https://klse.i3investor.com/web/pricetarget/research/74080
1 week ago
How come so dumb?
Nvidia is starting a Data Center in Malaysia to earn more and more money
in last 5 years Nvidia share price up 2,300% and now it is a Rm15 Trillions company
Rm15 Trillions is 10X (times) Malaysia total debt of Rm1.5 Trillions
the irony is this
Tenaga needs help from Malaysia Govt with Rm5.9 Billion subsidy for its electricity while Nvidia is enjoying cheap electricity with the help of opposing voices against raising electricity tariff on Nvidia , Google and Amazon?
Amazing self sabotaging institutions we got here in Malaysia - people who are willing to betray the national interest
https://www.fool.com/investing/2024/11/19/prediction-nvidia-world-first-4-trillion-stock/
1 week ago
When attracting the BATMMAN, gov offers cheap electricity, water, land, and human capital. Investors come in and build the center, then government increases all those costs. The investors are not dumb either. They are smarter than all Malaysia GLC CEOs.
1 week ago
calvinteng, Tenaga submitted the grid upgrade/modernization budget to EC for approval last year, and it is not limited to DC but the grid needs to be upgraded to cater for decarbornization, higher integration of intermittent RE, upgrading grid transmission and distribution, more electrification (i.e. EV, industrial process, etc) and then of course DC.
It is a new electricity supercycle phenomena that is happening across the globe. https://www.economist.com/business/2025/01/05/a-new-electricity-supercycle-is-under-way
1 week ago
Awang123, what AmInvest suggest is true for short term, but then again, they'll adopt a 180 degree view some months down the road. In actual fact, TNB has to make huge investment to build several CCGT in coming years to cope with the power demand mainly from EE, DC, etc, but this will only come online by 2028/2029 and beyond (or that will be reflected in the earning in longer term, not any time soon). The tender will start to float from this year and that may generate a positive vibe. You can imagine TNB CCGT portfolio will grow significantly.
1 week ago
https://www.linkedin.com/posts/aznial-rahmat-a3145636_top-malaysias-power-plant-news-of-2024-activity-7279774640149876736-zoIn?utm_source=share&utm_medium=member_android Future Outlook — The development of six new CCGT projects between 2029 and 2031 is anticipated, though the government's decision to potentially replace coal-fired plants with additional gas plants remains crucial. To have the CCGT coming online from 2029 to 2031, the order placement needs to take place from 2025 because the timing for commercial operation is around 4 to 5 years, due to overwhelming demand across the globe.
1 week ago
The times are a-changing
Petronas prominence will be taken over by Tenaga
Last time we pump gas at petrol stations
Now and in future Electric charging station will take over
Last time humans manned many things but next time 40% of all jobs will go into automation
In many places factories are managed by robots
So Energy provider and energy enabler will come into prominent
1 week ago
The mushrooming of Data Centers and Solar farms point to two main players
Hexcap"s Transgrid Ventures who will connect these energy generators to energy users
There must be electric grid to connect and distribute electricity
And Tnb facilitates the buying of energy from solar farms and selling energy to Data Centers
1 week ago
calvintaneng, Petronas and Tenaga is stepping into each others territory. Petronas also had Gentari, looking into EV (charging station), new energy (Solar, hydrogen, etc), while Tenaga upcoming CCGT also would require LNG regas because the current pipeline and Sg Udang / Pengerang regas is not sufficient.
1 week ago
@Cipta, DCs set up in Malaysia because of cheap electricity tariffs, if TNB naik tariff then most will cabut to other countries...however, the DCs not willing to invest in new capacity, instead pressures TNB to do so at their own cost, TNB no choice but to increase tariff to all, including public, but government needs to jaga welfare of ppl if they want to stay in power in the future, looks like TNB is getting squeeze in the middle
1 week ago
@Ravetidus, From an investment perspective, as outlined by the expert in the article, if DC is so profitable, Tenaga Nasional Berhad (TNB) should easily be able to secure funding from the market. However, TNB views it as a cost that want transfer to consumers rather than reaping substantial profits. This speaks volumes about the prospects of DC.
1 week ago
Tenaga has to build more Transmission Towers and substations and raise tariff
Failing which we can expect widespread power failure both nationwide and in all DC centers
https://www.theregister.com/2025/01/06/energy_crunch_datacenters/
1 week ago
Ai will replace 30% human work in next 10 years
What does it mean?
Answer:
It means human energy will be replaced by electrical energy
And Tnb overtakes PETRONAS
https://theedgemalaysia.com/node/740128
1 week ago
TENAGA: How strong is its economic moat? #TENAGA, #TNB
https://klse.i3investor.com/web/blog/detail/bestStocks/2025-01-08-story-h497781020-TENAGA_How_strong_is_its_economic_moat_TENAGA
1 week ago
Tenaga relies on government subsidies, amounting to around 5 billion MYR per year. This dependence suggests that their business model may not be economically sustainable, potentially because our electricity rates are priced well below the market rate. Over time, this situation could mirror that of RON95, where the government will gradually withdraw the subsidy to reduce public debt.
The Malaysian government may soon realize that power-hungry data centers could do more harm than good for the country. Corporations like Google, Amazon, and Microsoft are not charitable organizations. When they establish operations in Malaysia, they will likely demand that Tenaga or the government ensures the reliability of our power supply. In other words, Tenaga or the government might need to compensate for any loss of revenue in the event of a power outage.
Recognizing the potential economic drawbacks of data centers, the government may impose strict regulations. This will particularly affect smaller data centers like YTL Power, which may struggle to meet stringent green requirements.
Tenaga ESG: High Risk
https://www.sustainalytics.com/esg-rating/tenaga-nasional-bhd/1008756210
YTLP ESG: Severe Risk
https://www.sustainalytics.com/esg-rating/ytl-power-international-bhd/1008760819
1 week ago
Tenaga is a monopoly
Now with Data Center hungry for electricity Demand will amplify
Without raising Tariff Govt give Rm5.9 Bil subsidy to Tnb
Why not raise tariff?
All these Nvidia, Amazon, Google, Oracle are Trillions $ companies and sure can pay a little more for electricity
6 days ago
If raise tariff and reduce subsidy, net impact will be same?
However, if raise tariff, consumers will shift to be more energy efficient/ solar panels or reduce usage, thus profits should be under pressure?
6 days ago
Google, Amazon, and Microsoft have very high standard for ESG so Tenaga will be transformed into a clean energy producer but this transformation will be expensive (dirty coal is the cheapest form of energy). Ultimately, Tenaga may have no option but to use nuclear power or else with the power-hungry Data Center existing government subsidy will balloon from 5b to maybe 10b.
6 days ago
maybe do not need nuclear power, since crazy Trump is gonna take over soon, maybe he will ban Google, Amazon and Microsoft from setting up data centres outside of US, in case u know important information is obtained by other countries such as China
6 days ago
Fantastic news
Now Govt raise high premium charges for Data Centers that consume electricity voraciously
See
https://www.malaymail.com/news/malaysia/2025/01/09/malaysia-to-charge-premium-for-data-centre-energy-and-water-access-amid-ai-boom-says-natural-resources-minister/162547
5 days ago
This is merely an opinion from the Natural Resource Minister as electricity does not fall under his jurisdiction Furthermore, could he override Finance Minister and the International Trade Minister to raise tariffs? It is doubtful without a comprehensive tariff for all.
2 days ago
Seem like that. Until now, TNB, BURSA and SC still keep silent and not clarify on the statement issued by TNB last month is FAKE NEWS or not. But the small holders who rushed in for the "GOOD" news already burn.
2 days ago
@Rose001...always make ur own judgement..dun trust so called gurus...when they ask u to buy, they could be secretly selling
1 day ago
Bursa market is crap. One step forward, two steps back. Useless PMX all talk only lol
15 hours 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
12 hours ago
jadi tak perlu tergesa-gesa masuk skrang, maka tunggu harga kurang drpd RM10 ...
12 hours 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.
10 hours 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.
10 hours ago
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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....
Ravetidus
https://www.thevibes.com/articles/business/104436/mca-why-are-malaysias-electricity-tariffs-increasing-while-singapore-lowers-theirs
1 week ago