Posted by Cheah5555 > 2024-07-04 10:27 | Report Abuse

Today power up, could be a new high !

Posted by goldenhope > 2024-07-04 10:44 | Report Abuse

Can Malakoff benefit from the higher demand for electricity from DC ?

Posted by Kim > 2024-07-04 10:54 | Report Abuse

BUY

Posted by Goldberg > 2024-07-04 15:15 | Report Abuse

Malakoff's prospects will be boosted by the following -

i) The group is awaiting decision for Prai PPA extension;

ii) Third Party Access an opportunity for plants with expiring or expired PPA- This is the biggest boost to MaLAKOFF as the y can generate and retail power produced especially the Tg Bin Power to end users in Johore.

iii) Biomass co-firing progressing as planned.

Posted by Kim > 2024-07-04 15:34 | Report Abuse

GOODIES in the corner

Posted by Goldberg > 2024-07-04 15:51 | Report Abuse

Third Party Access TPA - a Boon to Independent Power Producers- Malakoff

In May this year, Energy Transition and Water Transformation Minister Fadillah Yusof announced that independent power producers (IPP) will be allowed to start selling electricity directly to customers from September. With the implementation of third-party access (TPA), IPPs can sell electricity to customers without going through TENAGA but would need to use TENAGA’s transmission lines and pay TENAGA the associated wheeling charges.

TPA will be largely neutral to TENAGA’s transmission and distribution business as it is regulated under incentive-based regulation. It is unclear whether TPA will include only renewable energy (RE) or both RE and non-RE. Regardless, we believe that TPA is a boon to IPPs such as MALAKOF and other RE asset owners as this allows them to negotiate better tariffs with offtakers, similar as Corporate Green Power Programme (CGPP). This is in contrast with Large Scale Solar (LSS) Programme which has seen tariffs dropping every year as each developer bids at lowest tariff possible.

Posted by Cheah5555 > 2024-07-05 09:43 | Report Abuse

Electricity is in good demand with more and more foreign investments including DC coming in, the prices of its utility peers ie YTL Power, TNB etc have flown up so much but it still lags far far behind due to its reported loss earlier. It is considered one of the cheapest utility counter, if it could report improve profit down the road, it would show its true color to fly high

Posted by kelvinfixx > 2024-07-05 13:22 | Report Abuse

The most underrated utility counter.

Posted by speakup > 2024-07-05 13:30 | Report Abuse

But Maybank say this wor:
https://theedgemalaysia.com/node/715300

Posted by speakup > 2024-07-05 13:31 | Report Abuse

Either Maybank is i-diot or u are Genius

Posted by Goldberg > 2024-07-05 15:07 | Report Abuse

Bro. Maybank's call warrant -MALAKOFC52 will be expiring on 30th August 24. They have to "press " it as its not to their benefit if Malakof keep on surging. This is what I call manipulation.

Posted by Nepo > 2024-07-05 20:10 | Report Abuse

Good info
Thanks to those who contribute the plus points

Posted by Goldberg > 2024-07-05 23:03 | Report Abuse

Power & Utilities Sector - Growing Demand from Data Centre and Energy Transition

sectoranalyst

Publish date: Tue, 02 Jul 2024, 12:07 PM

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1H2024 Recap
KL Utilities Index (KLUTL) has massively outperformed the FTSE Bursa Malaysia KLCI Index (FBMKLCI) in 1H2024 (Figure 1) as it was up 34.9% compared with the latter’s 9.3%. The outperformance was mainly due to earnings improvement from stabilisation of coal prices and expectations of better outlook from energy transition and demand for data centres.

Stocks under our coverage generally performed well in 1H2024 (Figure 2). YTLPOWR, RANHILL and TENAGA surged 89.8%, 56.7% and 37.3% respectively since the start of 2024 on the back of improvement in earnings and growth prospects. MALAKOF surged 20.5% as it returned to the black from easing of negative fuel margins. Note that TENAGA and MALAKOF are our stock picks in our 2024 annual strategy. PETGAS (+2.4% YTD) largely tracked the performance of the index. Meanwhile, PETDAG (-20.1% YTD) underperformed due to expected volume decline from subsidy rationalisation.

Posted by iQie > 2024-07-06 00:11 | Report Abuse

EPF start buying.. before this they keep on selling.. good news ?

Posted by Kim > 2024-07-10 15:30 | Report Abuse

Going to push up =)

Posted by fregend > 2024-07-11 13:43 | Report Abuse

slow and steady no rush

Posted by sparta > 2024-07-12 02:42 | Report Abuse

https://klse.i3investor.com/web/blog/detail/spartan/2024-07-12-story-h-157024946-MY_GEMS_GOING_TO_SKYROCKET_DATA_CENTER_S_NEED_RENEWABLE_ENERGY_PRODUCER

Posted by Kim > 2024-07-12 11:21 | Report Abuse

Cheap sales =)
Let's move today

Posted by Kim > 2024-07-12 15:18 | Report Abuse

Lets BO today =)

Posted by Kim > 2024-07-15 10:00 | Report Abuse

Continue to 0.88 - 0.90 sen

Posted by rob8ry24 > 2024-07-15 11:52 | Report Abuse

locked n loaded
gogogo

Posted by tinman > 2024-07-16 09:11 | Report Abuse

With KWSP loading up like crazy definitely someone inside knows something and the fact that Malakoff is geared to cater to the macroeconomic shift towards recyclable, green and reusable energy, the omens might be in their favor finally. I heard a little bird chirping claiming that their EV infrastructure involvement is big.

Posted by Cheah5555 > 2024-07-16 10:24 | Report Abuse

Only big boys like KWSP etc could push up the price, we retailers are like ikan bilis. The company is in the right sectors just that the management is perceived as not as solid compared to others in the sectors.

Posted by kelvinfixx > 2024-07-16 16:40 | Report Abuse

Malakof has a reputable chairman but they are not making use of his connection. CEO Anwar is also not very good, there are so many opportunity to power data center and EVs. They have to do more advertisement and news.

Posted by jenson68 > 2024-07-17 08:03 | Report Abuse

Accumulation as hidden gems !!

Posted by Kim > 2024-07-17 16:22 | Report Abuse

Fasten seat belt

Posted by jenson68 > 2024-07-18 09:47 | Report Abuse

Will challenge higher once break 88 resistance !! Wait & see …

Posted by edithcapital > 2024-07-24 12:25 | Report Abuse

Malakoff inks MOU with South Korea’s KOEN for potential collaborations

Posted by Tigertiger > 2024-07-24 20:44 | Report Abuse

https://theedgemalaysia.com/node/720131

Posted by loonisback > 2024-07-30 17:56 | Report Abuse

many good news, up up up

Posted by Tigertiger > 2024-08-06 22:22 | Report Abuse

https://www.bfm.my/podcast/marketplace/mp/malakoffs-biomass-co-firing-project-towards-more-sustainable-power-generation-mohd-kopli-yunus

Posted by speakup > 2024-08-07 07:39 | Report Abuse

https://focusmalaysia.my/malaysia-didnt-win-2nd-bronze-at-paris-olympics-2024-self-funded-team-lzj-did/
what a disgrace!

Posted by Nepo > 2024-08-12 12:06 | Report Abuse

wondering why so cool here
anybody riding it..
seem like most people miss this tiny boat..

Posted by Kensington > 2024-08-12 15:24 | Report Abuse

What's up Malafoff? Frenzy buying in the second half session trading. Touched a new peak at 98.5 sen.

Posted by birkincollector > 2024-08-12 15:28 | Report Abuse

perhaps data centre related. it's in power generation afterall

Posted by DouglasLiu > 2024-08-12 15:38 | Report Abuse

Today got chance to pass throu RM1?

Posted by edithcapital > 2024-08-12 16:12 | Report Abuse

will pass RM1, time will tell

Posted by edithcapital > 2024-08-12 16:39 | Report Abuse

Expect strong closing today, shorts covering soon

Posted by edithcapital > 2024-08-12 16:45 | Report Abuse

RM1

Posted by kentrade888 > 2024-08-12 16:47 | Report Abuse

https://www.sinchew.com.my/news/20240812/international/5834457

Posted by kohcl130562 > 2024-08-12 16:49 | Report Abuse

Maybe Govt awarding new projects to Malakoff in Kedah or Negeri ?

Posted by Cheah5555 > 2024-08-12 22:33 | Report Abuse

Bravo! The utility giant woke up!

Posted by Tigertiger > 2024-08-12 23:07 | Report Abuse

https://theedgemalaysia.com/node/722510

Posted by Goldberg > 2024-08-13 07:49 | Report Abuse

Finally Malakoff is moving -and at a good speed too.

Posted by Believe3222 > 2024-08-13 09:12 | Report Abuse

those kena IPO still kena burn until now :)

Posted by moneyontheway > 2024-08-13 09:37 | Report Abuse

any suggestion how much it will rise to maximum?

Posted by abcb > 2024-08-14 13:42 | Report Abuse

TP 1.28 in the short term

Posted by abcb > 2024-08-14 13:47 | Report Abuse

Excellent second quarter profit to be announced soon .

Posted by abcb > 2024-08-14 15:09 | Report Abuse

Accumulate aggressive right now,don't miss the good opportunity

Posted by abcb > 2024-08-14 15:12 | Report Abuse

Something is brewing up