Posted by klee > 2024-06-06 11:45 | Report Abuse

All DC suppliers are dispensable except Tenaga.

Posted by pang72 > 2024-06-06 11:45 | Report Abuse

About there.. I believe

Posted by Fabien _the efficient capital allocator > 2024-06-06 11:46 | Report Abuse

Monopolistic business is the best! RM15 at least.

Posted by pang72 > 2024-06-06 11:46 | Report Abuse

Top glove $28 sudah mahu hao lian..
Tenaga hits $50 hihi

Posted by klee > 2024-06-06 11:48 | Report Abuse

Rm13.7 is less than usd3,it is cheapo for ff to sapu.

Posted by yeinemesis > 2024-06-06 11:50 | Report Abuse

Dear God. Please give me the strength NOT to SELL to gain PROFIT.

Posted by klee > 2024-06-06 11:53 | Report Abuse

haha yeinemesis,just switch off your monitor n come back dec 31st 2024,it will be RM30

Posted by speakup > 2024-06-06 12:09 | Report Abuse

When ppl are greedy it is time to Buy coz many ppl support you Buy. Strength In Numbers

Posted by speakup > 2024-06-06 12:10 | Report Abuse

Dah Panic Buying! Bagusss

Posted by klee > 2024-06-06 12:20 | Report Abuse

Whole world is short on electrical power cos of dc"s.Soon tenaga will raise prices.One power seraya frm spore can drive ytlp up 600%.

Posted by klee > 2024-06-06 12:24 | Report Abuse

Jensen just announced in Taiwan he wants to put nvidia's chips into every pc.Imagine how much more power that needs.

Posted by speakup > 2024-06-06 13:05 | Report Abuse

Yes and the PC take control of the user. Terminator coming true. Ini kalilahhhhh

Posted by pang72 > 2024-06-06 13:58 | Report Abuse

Confirmed panic button tekan kuat kuat

Posted by Babayaga > 2024-06-06 14:30 | Report Abuse

wow - was wavering when the results didnt hit the expectations. Lucky i held on. So whats the TP ?

Posted by klee > 2024-06-06 15:40 | Report Abuse

Tenaga's bull run will be a multi year affair as more n more DC set up shop.First target RM16.34,its previous all time high.

Posted by bullrun168 > 2024-06-06 16:42 | Report Abuse

Walaoeh, what happend ?
Super damn hot man Tenaga today !
Now Tenaga was traded at @RM13.74 (+0.48) (+3.6 %)

Heng ah, Ong ah, Huat ah !

Posted by pang72 > 2024-06-06 16:57 | Report Abuse

Rhb target $16.10...

Posted by pang72 > 2024-06-06 17:01 | Report Abuse

What happen? Data center theme lo...
What happen? EV theme
What happen? Subsidies rationalisation theme
What happen? Green energy theme
What happen? National energy transition

Posted by pang72 > 2024-06-06 17:04 | Report Abuse

The answer is Tenaga energy capacity will be sapuing up by upcoming Data center. Tenaga is not able to approve all DC investments but selective because quote finish...

So, investors of DC... Please queue up!!

Posted by Oliver Ooi > 2024-06-06 17:12 | Report Abuse

new 52w high again. never disappoint me

Posted by pang72 > 2024-06-06 17:27 | Report Abuse

... The disappointment is I own sikit Tenaga but it's up so much...

Niape*$&#@%

Posted by speakup > 2024-06-06 18:58 | Report Abuse

Pang72 own sikit already more than most ppl here

Posted by pang72 > 2024-06-06 20:37 | Report Abuse

I try to recall speakup describing Tenaga last year...
You guess what?

Tenaga = Petronas!!

Agreed? Yes, because whatsoever appliances or automotive will transition to electricity driven.

No need to pump petrol but pump electricity current..
So. Where is Petronas in 30 years... Maybe like Canon film camera...
Where is Tenaga in 30 years - Petronas fuel station be replaced by Tenaga EV charging Kiosk!!

Posted by pang72 > 2024-06-06 21:19 | Report Abuse

https://www.orientaldaily.com.my/news/business/2024/06/06/656897
发布于 2024年06月06日 14时09分 • 最后更新 6小时前 • 整理：洪荣达
“吸电巨兽”如雨后春笋　国家能源将发大财？

Posted by pang72 > 2024-06-06 21:34 | Report Abuse

NVIDIA Corporation (NVDA)
NASDAQ
Currency in
USD
Disclaimer
1,240.91
+16.51
(+1.35%)
Real-time Data
09:30:00

Nvidia up 10 days, Tenaga up 20 days..
Because nvidia need Tenaga electricity to power up data center..
At such, Tenaga will up press panic buy button again tmr

Posted by investor2021trading > 2024-06-07 10:14 | Report Abuse

PETALING JAYA: The mushrooming data centres(DC) in Malaysia will be the main driver for electricity demand growth, benefiting the country’s sole electricity provider, Tenaga Nasional Bhd (TNB).

In fact, TNB’s electricity sales already hit a record in the first quarter of 2024 at 31,899 gigawatt hours, driven by two new data centres that have a combined installed capacity of about 600 megawatts (MW).

Posted by investor2021trading > 2024-06-07 10:34 | Report Abuse

Kenanga Research has set a target price of RM14.50 per share for TNB.
535MW energy demand were already commissioned in March 2024, namely Yondr Data Centre and Princeton Digital Group Data Centre, both in Sedenak Tech Park, Johor. TNB also signed an Electricity Supply Agreement (ESA) for data centres each with Microsoft and Vantage.

Posted by pang72 > 2024-06-07 12:05 | Report Abuse

$13.88 all year high lo...

Posted by pang72 > 2024-06-07 12:07 | Report Abuse

Please use more electric to power up your aircon..
Use more electricity to power up your AI data center like a hungry monster..
After the reserve 50% use it then, no more cheap electric....
You can go Singapore pay 3.5x expensive for your AI learning

Posted by pang72 > 2024-06-07 12:53 | Report Abuse

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

Posted by pang72 > 2024-06-07 14:05 | Report Abuse

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.

Posted by pang72 > 2024-06-07 14:07 | Report Abuse

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

Posted by pang72 > 2024-06-07 14:25 | Report Abuse

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:)

Posted by pang72 > 2024-06-07 14:27 | Report Abuse

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

Posted by pang72 > 2024-06-07 14:28 | Report Abuse

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

Posted by investor2021trading > 2024-06-07 19:27 | Report Abuse

PETALING JAYA: "The upcoming implementation of third-party access (TPA) framework is not a threat to the country’s sole electricity provider, Tenaga Nasional Bhd (TNB)", says RHB Research. The TPA is expected to be implemented in September and will allow renewable-energy (RE) producers to use the national electricity grid to deliver their green energy to customers in the country. RHB Research said TNB still own the infrastructure and will charge the independent power producers a fee for using its grid infrastructure.
RHB Research maintained a “buy” call on TNB with a target price of RM16.10 a share.

Posted by speakup > 2024-06-07 21:32 | Report Abuse

wow how a year can change every analyst. just a year ago, hardly any analyst gave TP more than rm12.
today rm16 is normal. tomorrow rm25 is normal.
ni analyst tembak tembak je

Posted by pang72 > 2024-06-07 22:23 | Report Abuse

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

Posted by pang72 > 2024-06-07 22:26 | Report Abuse

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

Posted by pang72 > 2024-06-07 22:31 | Report Abuse

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

Posted by investor2021trading > 2024-06-08 16:26 | Report Abuse

Foreign investors in particular turned net buyers in a big way spending some RM1.5bil on local equities, the highest value year-to-date (y-t-d). Rakuten Trade equity research vice-president Thong Pak Leng anticipates the index to hover between the 1,620-1,630 range. Among the heavyweights, Tenaga Nasional Rm25 is not a dream.

Posted by pang72 > 2024-06-08 18:38 | Report Abuse

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

Posted by pang72 > 2024-06-08 18:39 | Report Abuse

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..

Posted by pang72 > 2024-06-08 18:41 | Report Abuse

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..

Posted by pang72 > 2024-06-08 18:42 | Report Abuse

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

Posted by investor2021trading > 2024-06-08 19:19 | Report Abuse

TNB Power Generation Sdn Bhd, known as TNB Genco plans what would be the country's largest initial public offering (IPO) in a decade valued at about $4 billion, the sources said, declining to be named owing to the confidential nature of the matter. Proceeds from the offering will be used to grow TNB Genco's renewable energy portfolio & said the company will explore various initiatives to boost shareholders value. The IPO, if it materializes, would be Malaysia's biggest.

Posted by pang72 > 2024-06-08 20:53 | Report Abuse

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 :)

Posted by pang72 > 2024-06-08 23:40 | Report Abuse

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......

Posted by pang72 > 2024-06-08 23:43 | Report Abuse

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...

Posted by pang72 > 2024-06-08 23:58 | Report Abuse

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