Allen Teh's comment on TENAGA. All Comments
Allen Teh
7 Like · Reply
问什么05-Dec tenaga 掉那么多？
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4 months · translate ·
Konichiwa Superman
Blue chip , target 5% dividend . Mazedar
Like · 4 months · translate
cheng
taikor in utilities, funds/insti favorite. waiting for them to push Tenaga to all time high
Like · 2 months · translate
cheng
foreign funds selling local insti support
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Andrew Ho
If local institutions don't support, KLCI will crash
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cheng
give it some time to challenge all time high :)
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Jason Ong
foreign fund pull out if i remembered correctly
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cheng
closing the dividend gap soon.
Like · 2 months · translate
cheng
towards 15th floor. slowly but surely.
Like · 1 month · translate
Andrew Ho
So we buy cheap this Friday?
Like · 1 month · translate
cheng
my avg is around 14. will consider to add if 13.00 is available. else, will just sit back and ride it.
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Michelle Tai
14 is quite high bro ..
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cheng
Accumulating slowly over time. Demand for electricity will continue to go up driven by all the DCs commissioned, in construction and industrial needs. Should be able to ride this for a long time. Just need to manage it well and wait for opportunity to add when the sentiment is weak.
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Like · 1 month · translate
cheng
15th floor incoming
Like · 1 month · translate
Oliver Ooi
Let’s go toward 15, a little more push
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Andrew Ho
Got any reasons or points backing up your view that it’s in a downtrend, Leo?
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cheng
15th floor incoming?
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Andrew Ho
Next month probably will climb to 15th floor
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cheng
on the way... slowly but surely...
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Andrew Ho
Q1 results are expected to reach a new high?
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cheng
safe to assume mid to high single digit incremental in annual demand for electricity.
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cheng
hodl :)
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Lionel Essi
Tariff controlled by government government. Good luckiest
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Liew Dekka
But not the data center !
House used billing increased 15% too !
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Liew Dekka
0.188 to 0.225 !
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Andrew Ho
wait for its q1 report and see how it moves then
Like · 4 weeks · translate
来都来了
qr still ok but not stable profit
Like · 2 weeks · translate
Lim Yuen Yik
low "spec " QR
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来都来了
better short hard growth
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wsy wsy
这是国家战略级的垄断股，没有讲什么hard growth的，Ai，量子时代最需要就是电力
2 Like · 2 weeks · translate
来都来了
too big to failed ..unless generate own electric with solar
Like · 2 weeks · translate
Andrew Ho
14.00 will be a strong support level that can reject the downtrend
1 Like · 2 weeks · translate
来都来了
must burn plant waste / rubbish to produce electricity more economy
1 Like · 1 week · translate
Andrew Ho
Actually TNB does use biomass to generate electricity
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来都来了
biomass is gas produce by trash ?
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Sheldon
biomass is basically organic waste like animal poop all that
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cheng
not animal poop, sheldon. most of it are palm oil waste. are you referring to biogas? biogas source are mostly from landfill and sewage.
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Andrew Ho
That means palm oil plantation companies can indirectly benefit from the data center boom also
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cheng
I am not sure why the sudden conversation of biomass here, andrew. More to power generation but not data center. Data center will drive the demand for electricity and biomass is one of the few renewable energy sources apart from hydroelectric and solar.
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