Cimb TP$15.27
Rhb TP$16.10

Today at $13.76..

NETR initiatives make TNB's earnings prospect attractive: CIMB Securities
Date:
2024-05-16
Firm:
CIMB
Stock:
TENAGA
Price Target:
15.27
Price Call:
BUY
Last Price:
13.76
Upside/Downside:
+1.51 (10.97%)
KUALA LUMPUR: The timely implementation of the National Energy Transition Roadmap (NETR) initiatives should make Tenaga Nasional Bhd's (TNB) earnings prospect attractive, according to CIMB Securities.

This will act as a strong rerating catalyst for TNB, said CIMB Securities, which upgraded the stock to a "Buy" with a higher target price of RM15.27

That why foriegner fund from 1000km away understand the impact hamtam Tenaga with multi hundred millions..
But, local looks not even bother but only complain about government is not good...

Too bad of altitudes issue...

Inflation because of petrol, electricity which almost certain will sky rocket up because of subsidies rationalisation will not effect you, if you choose the right stock - tenaga

You must choose inflation hedging stock ie Tenaga to whether the impact of inflation.
Even thought, electricity price rise in future doesn't affected you..
Even thought, Ron95 price up in future likely doesn't affected you

8n order to hedge the inflation buy Tenaga in example to get some dividend and price app creation to ease your burden

So, in another word... People wages increase along with higher inflation from utilities bill to household product

Agreed! Data center will suck out all electricity and water and will jerk up the price for sure in near future...
However, it will bring in profit and growth the talent in skillet and wages

Tenaga national lo..
The sole electricity supplier to every household and facrory

https://www.enanyang.my/node/608181

Diesel starts floating tommoroe.
Tenaga will be the key benefier from increasing EV cars adoption because of high oil price after Ron 95 subsidies waved

However, 40% decarbon implementation by 2030 may attracted 40% EV car in the road

https://paultan.org/2024/04/17/petrol-subsidies-in-malaysia-confirmed-to-be-reduced-this-year-unsubsidised-ron95-to-be-rm3-38-litre/

Ron95 $3.38 unsubsidised? Will you switch to EV?

目前，全球柴油市场价格约为3令吉50仙，而我国的津贴柴油价格则为每公升2令吉15仙，至于泰国、印尼、新加坡等周遭邻国的柴油价格则分别是4令吉12仙、4令吉73仙、8令吉87仙。

INTERESTING TO KNOW MALAYSIA DIESEL 2X CHEAPER THAN THAI AND 4X CHEAPER THAN SINGAPORE!

Monday, Tenaga fly to moon!!

https://www.orientaldaily.com.my/news/nation/2024/06/08/657257

发布于 2024年06月08日 09时00分 • 最后更新 14小时前 • 报导：黄禹靖
【独家】柴油料下周一起自由浮动　政府针对性津贴目标群体

Tenaga will benefited from data center from 2024 to 2030.
Tenaga will benefited from EV car country wide rollout from 2030 to.... No end...

Tenaga will replace Petronas by 2030.... This means need to go Tenaga EV charging station. Pump electricity...

https://thesun.my/local-news/wait-for-diesel-price-float-announcement-anwar-AG12502200
First shock from diesel, 2nd shock from Ron95...
Then is to push up fuel price to make people convert to EV..
Next couple of year is Tenaga era......

Wow!!! No wonder foreign funds sapu Tenaga shares like no tomorrow recent...
$4B ipo..... hopefully TNB can distribute Genco shares to shareholder like us 1 for 1 is ok :)

If Monday gap up above $1 then heart pain leh..
Many power cable is needed for underground electricity network connected from TNB dubsystion to data center or TNB nation wide transmission network would need to upgrade to cater increasing demand and powerload.

Aiyo many victim con by guru or comrades bro James.
Hopefully, bro James selling more then you can get back your position in cheap price

The profit is quarantee now
The profit is progressively increase year to year

So, Tenaga becomes the key benefited now and next 5 years of AI booming..
The earning is being factor in from Q124 after 2 data center kicks of operation..

And, it will be more n more upcoming years..

No other stock can beat Tenaga in data center boom because electricity is key consideration to set up data center in the country put of everything..

Key means No 1 consideration..

Tenaga will be the key driver (leader) for index 1770 pts by year end

One fine day realised Tenaga becomes Petronas 2.0 then tp50 lo
But need to wait till 2030 because EV will fully roll out with 10k charging points..

Maybe Proton no longer selling combustion engine car but all EV

Previous pmx is Muyyidin
Current pmx is DSAI.
Big change...
So, Tenaga targets price upgrade from rm8 to rm25 soon mah

https://www.malaymail.com/news/malaysia/2024/06/07/tengku-zafrul-bytedance-plans-rm10b-investment-in-ai-to-make-malaysia-regional-hub/138611

Another $10B data center by tiktok..
So. Rm25 is not a dream

Firing up by hlinvest $1.12

HLBank Research Highlights
MN Holdings (Initiation) - Sparking the Future of Power

HLInvest
Publish date: Fri, 07 Jun 2024, 11:06 AM
We initiate coverage on MNH with a BUY recommendation and TP of RM1.12, based on 18x P/E on FY25 earnings.

⭐ The group’s strong track record in serving Tenaga, data centre owners, and solar EPCC contractors positions it as a strong contender for upcoming power infrastructure projects.

⭐ Unlike industries such as property and manufacturing, DCs consume substantial amounts of electricity for their server and cooling system operations. With the continued influx of DC investments and the growth of AI-driven DC, this sector will necessitate enormous power supply and infrastructure.

⭐ Apart from DC, the anticipated expansion in power infrastructure driven by the growth of the solar, E&E, and EV sectors is set to further enhance the group’s earnings outlook.

⭐ The solar sector, in particular, is expected to be a strong catalyst for boosting MNH’s order book, given the projected robust growth in RE capacity until 2050.

⭐ With a robust order book valued at RM447.5m, we project MNHLDG’s FY23-24 core PAT to register a strong CAGR of 32.8%.

⭐ We view the stock as a good proxy to capitalize on Malaysia’s growing power infrastructure, which is poised for multi-year growth.

Sam, HLIB

Source: Hong Leong Investment Bank Research - 7 Jun 2024

And, the grandfather Tenaga $13.78...
Mpre to catch up..

Scg 89.5c
Mnh 90.5c

Good brothers!

MTEC $1.43
Scg $89.5c?

How long scg in 89.5c before everyone realise scg POWER?

LET'S THE MARKET SKOWLY UNVEILED SCG

Day high 89.5c now..
Let's fight 90c for closing

Today break 90c to standby $1 mari next week

Comrades.. Let's fight the best out of data center theme in power cable

89.5c wow...
We can make the dream to multi year's high after bro James selling massively scg...

We can make it without any selling pressure now

Let's close day high 86c after massively selling by Bro james

Let's break 90.5c all time high as Good Friday closing

So, get some Petronas 2.0 shares to hedge your future inflation electricity bill... Is wise move!

Anywhere, this is potential if forget about data center huge demand..
Anywhere, subsidy rationalisation is on going by Madani government..

I don't know what is the future but I guess if not fully subsidies like today..
It may less subsidies

Please do not forget our electricity is under subsidies but not floating..
Residential house rm 0.334kwh tariffs for malaysian
Residential house $SGD 0.3247kwh tariff for Singaporean

So, we are 3.5x cheaper than neighbours country..

Our tariffs has 3.5x poteital elevated up of floating in market..

Tenaga earning has 3. 5x poteital elevated up in future.. Which is rm715milsx3. 5 = $2.5B per quarter

Per years will be $10B profit after tax..

$10B/ 5.7B = $1.75 per year..

Pe10 $17.5
Pe20 $35..

Good mah:)

My favorite IB upgrades Tenaga from $11.80 to $16.10 - $4.30 (36%)

Tenaga Nasional - More Reasons for a Re-rating; U/G to BUY
Date:
2024-06-04
Firm:
RHB-OSK
Stock:
TENAGA
Price Target:
16.10
Price Call:
BUY
Last Price:
13.78
Upside/Downside:
+2.32 (16.84%)
Upgrade to BUY from Neutral, new MYR16.10 TP from MYR11.80, 23% upside with c.4% FY25F yield. We now turn bullish again on Tenaga Nasional. It should continue to undergo a further re-rating, being a proxy to Malaysia’s energy transition growth journey under the National Energy Transition Roadmap (NETR). TNB should also continue benefiting from the continuous upgrade in transmission and distribution assets, where energy demand can be anchored by the mushrooming data centre developments.

All in Tenaga (electricity), scg (power cable), mnh ( laying cable and substation for data center)

So, here is one stop data center construction solution..

ALL IN!!

https://www.orientaldaily.com.my/news/society/2024/06/07/657076

kl_guy

when those call stock guru or sifu that suggest not to invest gtronic bcos gtronic don't move in last 1 month . Please don't really take their word seriously , maybe they are collecting or shorting the counter while giving advise.

1 day ago


Tanleechoo

👍👏🙏true also .real gurus don’t give classes ..they will b too busy to trade lah

1 day ago

You quickly take up all bro James ticket today..

Data center is essential infrastructure for next decade to come.
This is to prepare increasing data storage for 5g,6g,7g to come to use for EV car AI learning, Rotobot AI learning, data back up, commercial

After bro James selling finish scg then $1

I see the power of data center has yet to stop worldwide not only in malaysia..
It is in the path for double up for everything related