Some of the outlets is doing badly...
Also retail market is soft.. Weak purchasing power..

So how

Ringgit strengthening -> Foreign investor decrease buying

valid?

What do you guys think about Tenaga Nasional? It remains to be one of the stock with the LARGEST divergence in current market value vs Bloomberg consensus (Bloomberg is at 20% above CMV). https://docs.wixstatic.com/ugd/b9900a_64ee8...99b18b35947.pdf

All the major research houses - Maybank, AmSec, CIMB, Kenanga etc - have it as a top buy.

My question is...Tenaga is effectively the second largest company in Malaysia by market cap. How can there be such a large divergence? Shouldn't all the good and bad be priced in? Reading the analyst reports it seems like only the bad is priced, the good not yet. And YTD Tenaga is in negative territory vs most other major KLCI stocks which are up.

Well u cannot go wrong with Tenaga..
There's no others companies supply Electricity to our home. I mean for Semenanjung Malaysia
Sabah & Sarawak got their own company..

Sarawak not booming??
News says, a lot of PRC projects???

yawn.. Monday blue everyone?

my portfolio now,
Vitrox - qued to sell
Airasia - qued to sell
Tenaga - dont know whether to hold or not.
Vizione - (dont know why i buy this stupid stock)
DRB-Hicom - Qued to sell
Eco-world
Maybank

which UT u purchased? I am going to meet an agent to buy Lion group.

I am curious why isnt everyone buying Tenaga? It's a monopoly and it's only trading at 10 times earnings?
Am i missing anything here?

But I would assume they can pass on the price increase to their consumers? For me, I see Tenaga doing well 10-20 years from now. No?

Understood. But I see earnings increasing for Tenaga. It looks cheap and their return on equity has been increasing consistently over the past 5 years.

Bad year for REITs. But if die die also must buy, then have a look at PavReit. But I think must hold for another 1-2 years before there will be any movement.

Better option is to buy TENAGA.

currently
i review my share,
5 main share i invest
gadang, construction,
inari, technology
nhfatt, consumer products
titijaya, properties
pmetal, ind-prod

was thinking, diversify my share to all industry,

what industry is trending for following 6 month ?

So tempered to buy vs...

after my view,
i decided not to enter ~~
wait for next chance...

vs share price previously like roller coaster, not suit me...

all the best bro on VS

What's vs?

i hate this kind of people..waiting people spoonfeed

alamak..stockhut cease operation pulak..
end up kena uninstall tht app

Anyone increasing their stake in Tenaga ? I'm planning to but just dont know if its worth to increase my stake in Tenaga from 10%+ to 20%