TENAGA (5347): Annualized Results

https://theedgemalaysia.com/node/740547

TNB kena from IRB again

2 weeks ago

snowball2000

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

2 weeks ago

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

2 weeks ago

Cipta

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.

2 weeks ago

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

2 weeks ago

Cipta

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.

2 weeks ago

pang72

913 down
211 up

Tnb drags the index down!

2 weeks ago

Rose001

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

1 week ago

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

1 week ago

drop drop drop

1 week ago

speakup

I'll buy back at 9 like last time

1 week ago

troy88

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

1 week ago

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

1 week ago

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

1 week ago

Awang123

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

1 week ago

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.

1 week ago

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.

1 week ago

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

1 week ago

cheeseburger

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

1 week ago

Nepo

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

1 week ago

Apple888

Haha...lousy tnb stock

1 week ago

paperplane

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

1 week ago

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.

1 week ago

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.

1 week ago

You should be blessed living in Malaysia and Malaysia is a strategic for EE and DC. Singapore is imposing moratorium (or at least in part) due limitation in infrastructure/utility, Indonesia is strengthening data sovereignty (mandate to keep data within Indonesian borders), Vietnam is still in part single-party Communist ruling, etc

1 week ago

@SENoob, yes u are thinking like a rational person, but is Trump a rational person or will he only have ONE thing on his mind : CYBERSECURITY, no way for China to get their hands on valuable piece of technology and data

1 week ago

Ravetidus https://finance.yahoo.com/news/ge-vernova-power-city-sized-202004497.html (GE Vernova to Power City-Sized Data Centers With Gas as AI Demand Soars). 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.

1 week ago

JJPTR

As far back as 2018, there was talks of banning China accessing DATA CENTER facilty ,beside blocking China sourcing NVidia GPU chips. So far ,only the later is enforced vigorously by outgoing Biden. Part 2 coming yet?

1 week ago

Ravetidus. Here is the AI generated response to your view. The question of whether Donald Trump is rational can be subjective and depends on the context in which you’re evaluating his actions and decisions. Rationality can be defined in various ways, including logical reasoning, consistency in decision-making, and alignment with one’s goals.

Supporters might argue that his actions are rational in the context of his political strategy, business interests, or personal beliefs. They may see his approach as effective in achieving his objectives, whether in terms of gaining political support or advancing his agenda.

Critics, on the other hand, may argue that some of his statements and actions lack logical consistency or are driven by emotion rather than reasoned thought. They might point to instances where his behavior appears impulsive or contradictory.

Ultimately, whether one views Trump as rational may depend on individual perspectives, political beliefs, and interpretations of his behavior.

1 week ago

And this is ChatGPT response to AI-chips. Yes, there are several alternatives to U.S.-made AI chips, as the global semiconductor industry is diverse and includes various manufacturers and technologies. Here are some notable alternatives:

Chinese AI Chips: Companies like Huawei (with its Ascend series), Alibaba (with its Hanguang 800), and Baidu (with its Kunlun chips) are developing AI chips tailored for various applications, including cloud computing and autonomous driving.

European AI Chips: European companies such as STMicroelectronics and Infineon Technologies are also working on AI-related semiconductor technologies. The European Union has been investing in semiconductor research and development to reduce reliance on non-European suppliers.

Japanese AI Chips: Companies like Fujitsu and Sony are involved in developing AI chips, particularly for applications in robotics and consumer electronics.

Israeli AI Chips: Israel has a vibrant tech ecosystem, with companies like Habana Labs (acquired by Intel) and others developing AI accelerators and chips.

Other Global Players: Companies like AMD, NVIDIA, and Qualcomm in the U.S. are also significant players in the AI chip market, but they are not the only options. Additionally, companies in South Korea (like Samsung) and Taiwan (like TSMC) are crucial in semiconductor manufacturing and may produce chips for various AI applications.

Open-Source Hardware: There are also initiatives in the open-source hardware community that aim to create alternatives to proprietary AI chips, allowing for more customizable and potentially cost-effective solutions.

The landscape of AI chips is rapidly evolving, and many countries and companies are investing in developing their own technologies to meet the growing demand for AI processing power.

1 week ago

Trump is a shrewd business man, and if US lost the AI lead or ground to others, they may not regain the throne. It's vital to ensure having data center close to the users and diverse the data center locations.

1 week ago

You should be proud that besides Singapore, Peninsular Malaysia electricity reliability and availability is the highest and way better than others in the region.

1 week ago

Apple888

Wah....latest target price rm23...faster buy

1 week ago

a sea change is coming for Tnb

we must change with the times

https://youtu.be/ZDXA8pvLWQI?si=daqDu6OQETdEcJF0

1 week ago

Yes

Tenaga means "Power"

Power has finally come

A whopping capex Rm90 Billions (not millions) from 2025 to 2030

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-12-24-story-h496857525-3_MAJOR_INVESTMENT_TRENDS_FOR_YEAR_2025_TO_2029_YOU_MUST_PAY_ATTENTION_T

5 days ago

Reason why we like Tenaga

very high demand for electricity

see chart

https://realestateasia.com/industrial/news/malaysia-data-centre-capacity-reach-860mw-2025

5 days ago

Awang123

kumpul lagi jika Tenaga jatuh ke 13.50

4 days ago

badrul1970

despite all the chaos today, Tenaga remain steady 💪💪💪

3 days ago

badrul1970

turun sikit price and we collect summore !! 😀

3 days ago

badrul1970

Tenaga turn green already 💪💪💪

3 days ago

KingKKK

AI/Data Center Weekly: Key Developments Driving the Industry Forward (Week 4, 2025) - #TENAGA, #EGIndustries

https://klse.i3investor.com/web/blog/detail/bestStocks/2025-01-25-story-h497937880-AI_Data_Center_Weekly_Key_Developments_Driving_the_Industry_Forward_Week

2 days ago

VERY GOOD NEWS

TATA POWER (INDIA) UP 534% IN 5 YEARS DUE TO DATA CENTER BOOM

TENAGA WILL FOLLOW

DO NOT MISS TENAGA!

PRESIDENT TRUMP2 INAUGURATED : MORE CLARITY ON AI (Artificial Intelligence) & He Wants Cheaper Crude Oil (Its Implications) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2025-01-26-story-h498584347-TRUMP2_INSTALLED_MORE_CLARITY_ON_AI_Artificial_Intelligence_He_Wants_Che

2 days ago

Hyperscale center will consume massive amount of electricity

https://www.whas11.com/article/news/local/lge-power-data-center-energy-hyperscale-louisville-kentucky/417-167e4f4f-344d-4f37-bdda-b94e1efcc960

1 day ago

newbie9893

Tenaga also dropped kaw kaw today ..KLSE game over

11 hours ago

deepseek caused across the board sell down

only Nvidia is directly affected due to Gpu graphic card

5 hours ago

Data Centers are basically for Storage of Data by HDD/SDD drive

Also solar farm will need power transmission grid and substation as well

So Tnb got defensive qualitues

5 hours ago