Tuesday, May 31, 2011

HwangDBS Vickers maintains Buy on Tenaga, ups target price to RM8.80

KUALA LUMPUR: HwangDBS Vickers Research has maintained its buy call on TENAGA NASIONAL BHD [] and raised its target price to RM8.80 from RM7.50 previously after the utility company officially received approval to increase tariff rates effective June 1.

In a note Tuesday, May 31, HwangDBS Vickers said the 7% average tariff hike was more than sufficient to offset the 28% increase in gas price.

'Future hike in fuel cost will be passed-through to users under the 6-monthly tariff review

'Approval of cost pass-through mechanism will be a key re-rating catalyst; maintain Buy with higher TP of RM8.80 implying 35% upside,' it said.

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