May 21, 2025 03:07 AM GMT China Utilities | Asia Pacific Takeaways from Energy Transition Trip We hosted a three-day China Energy Transition and Powering AI trip in Beijing and Shanghai, and talked with renewable experts on recent industry trends. Key Takeaways Regarding anti-excessive competition (along the solar value chain) efforts across the industry, Dr Tao (Deputy director from NDRC Energy Research Institute) noted that new and under-construction production capacity is now unlikely to commence operati ...

April 14, 2025 03:04 PM GMT Tenaga Nasional | Asia Pacific Powering AI: Factoring Risks | What's Changed | | | | --- | --- | --- | | Tenaga Nasional (TENA.KL) | From | To | | Price Target | RM20.60 | RM16.30 | Power market tightness is set to stay but the narrative driving multiples on Powering AI has seen multiple risks emerge, especial for US chip exports to South Asia. We factor this into our lower PT. Key Takeaways TNB re-rated by 35% in 2024 as power demand grew above expectations and datacenter growth ...