Here’s my point of view
Let me tell you a little story about how Tenaga Nasional Berhad (TNB) might just be the most interesting business model around—and maybe even the reason why your next electricity bill has you scratching your head. You see, for most businesses, it’s all about that sweet, sweet volume discount. The more you buy in bulk, the cheaper each unit becomes. It’s like getting a whole box of doughnuts for the price of two if you buy a dozen. Or scoring a deal on a pack of instant noodles because, let's face it, who stops at just one?
But TNB? Oh, they like to play the game a little differently. Imagine walking into a shop, and the cashier says, "Oh, you’re buying more? That’ll cost you extra per unit!" Wait, what? That's the TNB way. The more electricity you use, the higher the tariff rate you pay. It’s almost like TNB is the master of reverse psychology, encouraging us to use less while still making sure we can’t live without them. Clever, right?
Now, let's get serious for a second (just a second, promise). With data centers popping up like mushrooms after the rain, and electric vehicles (EVs) cruising down the streets, TNB’s unique pricing model is turning out to be a goldmine. All those servers humming away in the data centers and the endless need to charge our shiny new EVs mean more electricity consumption—aka, more revenue for TNB.
And here’s where the fun really begins. Imagine TENAGA's stock price climbing to RM 20 by the end of 2025. With the world turning to digital and the EV revolution charging full speed ahead, it feels like TNB’s revenue stream is just going to keep flowing, non-stop. So, while other companies are busy selling in bulk at lower prices, TNB is quietly sitting back and saying, "Go ahead, use more. We dare you!"
Who knew that paying a higher tariff could actually be an investment opportunity in disguise? Now, that’s a plot twist even Hollywood would appreciate!
But TNB? Oh, they like to play the game a little differently. Imagine walking into a shop, and the cashier says, "Oh, you’re buying more? That’ll cost you extra per unit!" Wait, what? That's the TNB way. The more electricity you use, the higher the tariff rate you pay. It’s almost like TNB is the master of reverse psychology, encouraging us to use less while still making sure we can’t live without them. Clever, right?
Now, let's get serious for a second (just a second, promise). With data centers popping up like mushrooms after the rain, and electric vehicles (EVs) cruising down the streets, TNB’s unique pricing model is turning out to be a goldmine. All those servers humming away in the data centers and the endless need to charge our shiny new EVs mean more electricity consumption—aka, more revenue for TNB.
And here’s where the fun really begins. Imagine TENAGA's stock price climbing to RM 20 by the end of 2025. With the world turning to digital and the EV revolution charging full speed ahead, it feels like TNB’s revenue stream is just going to keep flowing, non-stop. So, while other companies are busy selling in bulk at lower prices, TNB is quietly sitting back and saying, "Go ahead, use more. We dare you!"
Who knew that paying a higher tariff could actually be an investment opportunity in disguise? Now, that’s a plot twist even Hollywood would appreciate!
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