Posted by paperplane > 1 month ago | Report Abuse

This MCA is a sor 7 hai, simple cost and market price of electricity dunno ah, sor lan hem one

Posted by Awang123 > 1 month ago | Report Abuse

Am Invest amat pesimis terhadap TENAGA ...
https://klse.i3investor.com/web/pricetarget/research/74080

Posted by calvintaneng > 4 weeks ago | Report Abuse

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/

Posted by Cipta > 4 weeks ago | Report Abuse

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.

Posted by SENoob > 4 weeks ago | Report Abuse

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

Posted by SENoob > 4 weeks ago | Report Abuse

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.

Posted by SENoob > 4 weeks ago | Report Abuse

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.

Posted by calvintaneng > 4 weeks ago | Report Abuse

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

Posted by calvintaneng > 4 weeks ago | Report Abuse

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

Posted by calvintaneng > 4 weeks ago | Report Abuse

https://www.datacenterdynamics.com/en/opinions/four-key-trends-disrupting-data-centers-in-2025/

Posted by calvintaneng > 4 weeks ago | Report Abuse

https://www.forbes.com/sites/greatspeculations/2025/01/06/data-center-energy-demand-fueled-massive-gains-for-utility-stocks-in-2024/

Posted by SENoob > 4 weeks ago | Report Abuse

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.

Posted by Cipta > 4 weeks ago | Report Abuse

https://www.msn.com/en-my/news/national/electricity-tariff-hike-sparks-debate-over-malaysia-s-love-affair-with-power-hungry-data-centres/ar-AA1x4HQa?ocid=msedgntp&pc=DCTS&cvid=90cee15ad01b4616a1b04db5597cf2f2&ei=11

Posted by Ravetidus > 4 weeks ago | Report Abuse

@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

Posted by Cipta > 4 weeks ago | Report Abuse

@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.

Posted by calvintaneng > 4 weeks ago | Report Abuse

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/

Posted by calvintaneng > 4 weeks ago | Report Abuse

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

Posted by Grumpy1 > 4 weeks ago | Report Abuse

AI is so damn overhyped!

Posted by Ravetidus > 4 weeks ago | Report Abuse

EPF the smart one....keep selling...who keep buying?

Posted by Faiza > 4 weeks ago | Report Abuse

Epf bought cheap and sell high, good dividend coming

Posted by KingKKK > 4 weeks ago | Report Abuse

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

Posted by calvintaneng > 3 weeks ago | Report Abuse

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

Posted by Ravetidus > 3 weeks ago | Report Abuse

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?

Posted by Ravetidus > 3 weeks ago | Report Abuse

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

Posted by Cipta > 3 weeks ago | Report Abuse

https://www.msn.com/en-my/news/national/tnb-faces-questions-on-regulatory-violations-after-unauthorised-tariff-hike-announcement/ar-BB1rc47x?ocid=msedgdhp&pc=DCTS&cvid=2834c46631334f3dbf0caf49b8d25ac2&ei=8

Posted by Awang123 > 3 weeks ago | Report Abuse

Tak tau macam mana mereka kira dan bila nak naik tariff electricity ...

Posted by Ravetidus > 3 weeks ago | Report Abuse

https://theedgemalaysia.com/node/740547

TNB kena from IRB again

Posted by snowball2000 > 3 weeks ago | Report Abuse

It may be a monopoly but not easy for it to keep its profits to itself...

Posted by calvintaneng > 3 weeks ago | Report Abuse

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

Posted by Cipta > 3 weeks ago | Report Abuse

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.

Posted by Ravetidus > 3 weeks ago | Report Abuse

Kesian those kena scam to buy @ RM15, now cheap sale

Posted by Cipta > 3 weeks ago | Report Abuse

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.

Posted by pang72 > 3 weeks ago | Report Abuse

913 down
211 up

Tnb drags the index down!

Posted by Rose001 > 3 weeks ago | Report Abuse

latest must watch https://youtu.be/ljwkxD7-mac

Posted by Ravetidus > 3 weeks ago | Report Abuse

@Rose001...always make ur own judgement..dun trust so called gurus...when they ask u to buy, they could be secretly selling

Posted by Ravetidus > 3 weeks ago | Report Abuse

drop drop drop

Posted by speakup > 3 weeks ago | Report Abuse

I'll buy back at 9 like last time

Posted by troy88 > 3 weeks ago | Report Abuse

Bursa market is crap. One step forward, two steps back. Useless PMX all talk only lol

Posted by Ravetidus > 3 weeks ago | Report Abuse

this is the consequence of Trump winning, expect more volatility ahead

Posted by Ravetidus > 3 weeks ago | Report Abuse

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

Posted by Awang123 > 3 weeks ago | Report Abuse

jadi tak perlu tergesa-gesa masuk skrang, maka tunggu harga kurang drpd RM10 ...

Posted by SENoob > 3 weeks ago | Report Abuse

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.

Posted by SENoob > 3 weeks ago | Report Abuse

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.

Posted by Ravetidus > 2 weeks ago | Report Abuse

Senyap senyap Trump has started billions worth of DC infrastructure project in US, Trump may ask players like Microsoft, Meta, Google, Amazon, Equinix to shift back to US, thus resulting in overcapacity here in Malaysia, banyak DC here but no ppl using it

Posted by cheeseburger > 2 weeks ago | Report Abuse

TNB will probably continue drop till 20-Jan when Trump become king again, and stagnant till decision from Trump about AI sales. There is no hurry to buy TNB for now, just wait

Posted by Nepo > 2 weeks ago | Report Abuse

After today press, I believe many retailers already surrender..and die kaw kaw

Posted by Apple888 > 2 weeks ago | Report Abuse

Haha...lousy tnb stock

Posted by paperplane > 2 weeks ago | Report Abuse

big hoo haa to let you sell, later clarify no impact, party again.

Posted by SENoob > 2 weeks ago | Report Abuse

Ravetidus It is not senyap-senyap but everyone already knew that US is accelerating the GenAI data center is sucking up the power generation capacity incl. powering up old nuclear. EC, TNB and our government also knew that they need to move fast to secure the power generation slots, otherwise they wouldn't be able to have the power ready in time.

Posted by SENoob > 2 weeks ago | Report Abuse

The global distribution of generative AI data centers is driven by the need for low latency (minimizes processing and response time and enhance user experience), regulatory compliance, scalability, cost efficiency, and resilience. By strategically placing data centers around the world, companies can better serve their diverse user base, optimize resource usage, and ensure the reliability of their generative AI services. It does not make sense to have the data center concentrated in one place, and they should be close to a diverse customer base.