Posted by KingKKK > 1 month ago | Report Abuse

The Bursa MAGNIFICENT 7: Outperformers in 2024 - #SUNWAY. #YTLPOWER, #TENAGA, #YTL, #PBA, #IOIPROP, #UEMS

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-12-25-story-h496864350-The_Bursa_MAGNIFICENT_7_Outperformers_in_2024_SUNWAY_YTLPOWER_TENAGA_YTL

Posted by calvintaneng > 1 month ago | Report Abuse

Tenanga is the one to focus on due to these factors:

1. New Tariff by July 2025 will boost Tnb earnings greatly.

It was the new water tariff that boosted Pba profits greatly and caused Pba share price to jump from 70 sen to Rm2.50

And from Jan to June 2025 even without electricity tariff increase Govt is giving Rm5.9 Billions free cash to Tnb

2. Trump promised to bring down electricity cost in USA by half. That means Trump will cause USA to pump more crude oil and bring price down

Another plus for Tnb while its sales up in value its cost going lower

3. The proliferation of Data Center and AI will increase electricity exponentially

All these are CATALYSTS that will boost Tnb profits

Posted by calvintaneng > 1 month ago | Report Abuse

Gloves only beware for those no Factories built in Usa

For Supermax it is the outstanding exception

Years ahead in 2021 Supermax started building glove factory in Texas, Usa

By next few weeks the first batch of "Made in USA" gloves by Supermax will churn out

Posted by Pinky > 1 month ago | Report Abuse

You missed out United Plantations Bhd

Posted by calvintaneng > 1 month ago | Report Abuse

GO BUY TNB

OFFICIAL LETTER OUT!

TNB 2025 - 2030 RM90 BILLIONS 5 YEAR CAPEX


calvintaneng

56,943 posts

Posted by calvintaneng > 37 minutes ago | Report Abuse

The allowed Capital Expenditure (“CAPEX”) is RM42.821 billion which consists of RM26.554 billion base CAPEX and RM16.267 billion contingent CAPEX. The total allowed CAPEX for RP4 is set to bring significant economic benefits towards stimulating the nation’s economy and preparing the electricity network to facilitate the nation's energy transition agenda.


A WHOPPING RM42.821 BILLIONS FOR 2025 to 2027

preparing the electricity network to facilitate the nation's energy transition agenda.


calvintaneng

56,943 posts

Posted by calvintaneng > 35 minutes ago | Report Abuse

The allowed Operating Expenditure ("OPEX") is RM20.782 billion which support the planning and execution of necessary operational and maintenance activities for all of TNB’s electrical infrastructures.
The regulatory rate of return has been maintained at 7.3% as per Regulatory Period 3. This will enable TNB to make essential investments in the industry, ensuring a continuous and reliable electricity supply to meet the growing demand of customers.


FOR TNB INFRAR STRUCTURES


calvintaneng

56,943 posts

Posted by calvintaneng > 33 minutes ago | Report Abuse

The new tariff schedule with base tariff on 45.62 sen/kWh for RP4 is proposed to be implemented starting 1 July 2025 and any differences from January to June 2025 will be funded through Kumpulan Wang Industri Elektrik ("KWIE").


NEW TARIFF TO START BY 1ST JULY 2025

Posted by calvintaneng > 1 month ago | Report Abuse

SUPERMAX

SUPERMAX VERSUS TOPGLOVE, KOSSAN & HARTA, Compare & Contrast, By Calviun Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-12-27-story-h496893176-SUPERMAX_VERSUS_TOPGLOVE_KOSSAN_HARTA_Compare_Contrast_By_Calviun_Tan