THE INVESTMENT APPROACH OF CALVIN TAN

TNB SUBSTATION PROVIDER

calvintaneng
Publish date: Fri, 14 Jun 2024, 02:01 AM
calvintaneng
0 1,874
Hi Guys,

I have An Investment Approach I which I would like to all.



TRANSGRID VENTURE = "TREMENDOUS GRIP" ON TNB PROJECTS



30 AUG, 2023

TNB to invest RM90 bil for grid in next six years,

says CEO


TNB to invest

RM90 bil for grid

in next six years,

says CEO

BY ADAM AZIZ

theedgemalaysia.co m

KUALA LUMPUR (Aug 29):Tenaga Nasional Bhd (TNB) intends to invest upwards

of RM90 billion over the next six years for

its grid infrastructure, of which 40% will be

channelled towards energy transition-related capital expenditure (capex), said its president and group CEO Datuk Baharin Din.

In his closing remarks at the Energy

Transition Conference 2023, Baharin said it

is a key priority of the national utility company to "strengthen our Asean interconnection" to facilitate its net zero emissions goal.

"The enthusiasm is tangible [across the

region]. Parties are committed to making

it happen, as the interconnection will enable better RE ambition, support system

security, and open up the gateway to over

US$6.3 trillion of new investments by

2050," he said.

"The timing is right to make the Asean

Power Grid a reality, as it is now a matter

of our survival," he added.

THE

. nmmsM

SAM FONG/THEEDGE

TNB president and group CEO Datuk Baharin Din speaks at the

closing of day two of the Energy Transition Conference 2023.

TNB, which operates RM62.25 billion

worth of regulated transmission and distribution assets in the country as at end-2022,

has been closely watched amid rising interest towards RE (renewable energy) capacity

installation and the national plan to allow

RE exports to neighbouring countries.

Studies were also made in the past for

transmission links between East and West

Malaysia, as well as between West Malaysia

and Indonesia, according to the International Energy Agency (IEA).

Development of a flexible cross-border

grid is one ofTNB's three objectives in its

2050 Energy Transmission pathway, said

Baharin, aside from decarbonisation of its

power generation segment and the empowerment of its prosumers and cross-sector

electrification.

"There remains many challenges in figuring out the technology, policies and funding required to accelerate this transition,"

Baharin said.

"We knew that we could not do it alone

and that this would require cross-sector and

cross-border solutions," he added.

Read also: Energy minister urges TNB to

provide grid development p



HEXTAR CAPITAL BERHAD (HEXCAP: 0035)

1. Details of Corporate Proposal

Involve issuance of new type/class of securities ?
No
Types of corporate proposal
Special Issue
Details of corporate proposal
ACQUISITION OF 5,390,000 ORDINARY SHARES IN TRANSGRID VENTURES SDN BHD ("TVSB"), REPRESENTING 49.0% EQUITY INTEREST IN TVSB FOR A TOTAL PURCHASE CONSIDERATION OF UP TO RM98.0 MILLION TO BE SATISFIED BY A COMBINATION OF CASH AND NEW ORDINARY SHARES IN HEXTAR CAPITAL BERHAD (FORMERLY KNOWN AS OPCOM HOLDINGS BERHAD)
No. of shares issued under this corporate proposal
62,941,554
Issue price per share ($$)
Malaysian Ringgit (MYR)   0.7785
Par Value($$) (if applicable)
Malaysian Ringgit (MYR)  
Latest issued share capital after the above corporate proposal in the following
Units
446,964,022
Issued Share Capital ($$)
Malaysian Ringgit (MYR) 231,669,909.000
Listing Date
11 Jan 2024

HEXCAP NOW 66.5 SEN


ALL TIME HIGH WAS RM1.79


SEE WHEN IT WILL BE BREACHED


Warm regards


Calvin Tan


Please buy or sell after doing your own due diligence or consult your Remisier/ Fund Manager

More articles on THE INVESTMENT APPROACH OF CALVIN TAN
Discussions
1 person likes this. Showing 14 of 14 comments

calvintaneng

TRANSGRID VENTURE = "TREMENDOUS GRIP" ON TNB PROJECTS

2024-06-14 02:17

calvintaneng

Transgrid Ventures track record of securing Tnb projects are unparalleled as it even secured building Power Station for Menara 118 the tallest building in Malaysia

2024-06-15 09:25

Goldberg

Bro Calvin - THETA EDGE has the Edge

TELECOMMUNICATION ENGINEERING
SERVICES & CIVIL WORKS

Telecommunication networks are the arteries through which information flows, businesses thrive, and communities flourish. It’s not as simple as erecting towers and laying cables; it’s about weaving a network fabric that connects people, places, and possibilities. With this understanding, we craft tailored solutions that seamlessly blend engineering innovation with civil construction.

With Theta as your partner, you’re pioneering the connectivity of tomorrow. Step into our realm of possibilities and be captivated by our visionary approach to your telecommunication infrastructure needs.

Telecommunication Structure (Towers & Poles)
Technical Site Survey & Design
Civil, Mechanical & Electrical (CME) Works
Telecom Installation – RAN & Microwave
Radio Frequency & Network Optimisation
Outside Plant (OSP) Fibre
Broadband Fiberisation (BBF)

2024-06-15 09:39

calvintaneng

Goldberg

good morning

Calvin happy to see you changed your mind and bought Jcy
Good move indeed

now Calvin had bought and sold Theta before and have studied this company

I think don't waste time with Theta as it got no catalysts and too many competitors

it is also selling far above NTA and no margin of safety plus also still no real earnings

see

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3452535


2024-06-15 11:17

Goldberg

Thanks Bro Calvin for your feedback.

2024-06-15 11:21

calvintaneng

In science we study that things can only move

"According Newtonian Law of Motion"

an object will remain motionless unless an outside Force act upon it

the reason why Jcy, Notion and Dufu are moving is due to Ai and mushrooming of Data Center not just in Malaysia but by unison of World wide increase of Data Centers right now

same goes for Hexcap as two powerful forces are acting together

1. Tnb Rm90 BILLIONS JOB AWARD FOR POWER which will power up Transgrid Ventures

2. Accelerated demand for optic fibers by New Data Centers

2024-06-15 11:24

calvintaneng

TNB Rm90 Billions for new Power Grid jobs very big sum

about 3/4 of Hsr which was cancelled due to high cost of Rm120 Billions

But Tnb got lots of earnings Locked in by all the New DC centers which demand lots more electricity

see hsr
https://www.nst.com.my/business/corporate/2024/02/1016228/analysts-question-viability-kl-singapore-hsr-project-rm120bil


and there are many players to share the pie in Hsr

for Tnb Rm90 Billions project there are only a very limited players in power epcc

And since Transgrid Ventures is a major player it will reap a lion share

2024-06-15 11:33

investor2021trading

Immigration 1b offer for NIISe is a far cry from TNB Rm90b for new Power Grid jobs.

2024-06-15 12:44

Goldberg

CLOUD & DATA CENTRE MODERNISATION- THETA EDGE

The landscape of technology is in a perpetual state of flux, and businesses are faced with the dual challenge of maintaining legacy systems while embracing the innovations that beckon from the horizon. Theta’s Cloud & Data Centre Modernisation service isn’t just a simple migration; it’s about reimagining your entire technology ecosystem.

Upcycle tech and ascend to the cloud, where limitless possibilities await. Overcome tech limitations and unlock the full potential of cloud & data modernisation to propel your organisation to new heights.

-Cloud Transformation
-Digital Asset Management
-Artificial Intelligence (AI) & Analytics


https://theta-edge.com/what-we-do/cloud-data-centre-modernisation

2024-06-15 13:08

calvintaneng

investor2021trading got a point there .

immigration job for NIISe only a mere Rm1 billions project

Tnb capex is Rm90 Billions

people are still ignorant of Hexcap's potential

2024-06-16 22:59

calvintaneng

Nvidia pricey but do you know Nvidia"s profit margin ?

for every one dollar sale Nvidia is getting a world record profit margin of 74%

I got a friend in Johor distributing Redbull drink

his profit margin was 6% and then it was cut to 3%
he said he got rent, wages and overhead cost and 3% profit margin is just not worth doing

so he closed his shop and retired

as DC Center theme play are mostly in Billions investment and also Tnb capex is Rm90 Billions there will be good profit margin cover

2024-06-16 23:45

Goldberg

TNB Jobs in the offing for THETA EDGE?

The Board of Directors of the Company wishes to update that Theta Edge had appointed KEC INTL and KEC Malaysia as the principal / technical partner for TNB Vendor Pre-Qualification Assessment for Contractor for the Grid Project for "Pre-Q Substation, Pre-Q Overhead Lines & Pre-Q Underground Cables" for Tenaga Nasional Berhad.


The Pre-Q assessment was submitted in April 2024, and the 1st Technical Clarification was submitted in May 2024.


The Company will make the appropriate announcement if there is any material development.

This announcement is dated 30 May 2024.

2024-06-17 10:44

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