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Jaks

1.) Vietnam Power Plant Share of Profit n Dividends :


2020 : RM 3.8 million ( 1 Power Plant is COD on Nov 2020 )


2021 : RM 140.7 million ( The 2nd Power Plant is COD on January 2021 ) .


2022 : RM 156.2 million , Dividend RM 70.0 million


2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M , 3QR = RM 35.862 M , 4QR = RM 34.503 M plus Dividend RM 27.386 M

2023 : RM 131 million , Dividend RM 27.385 million


Total Share of Profit = RM 431.703 Million

Total Dividend = RM 97.386 Million

Grand Total = RM 529.089 Million

Jaks 30 % share in Vietnam Power Plant Joint Venture invested ard RM 600 Million.

Initially PayBack 8 to 9 years ..

Referring to the Grand Total , PayBack period is by 2024 .. ie : from 2021 to 2024 ~~ 4 years ..

按照购电协议，电力售价将随原料价格波动。意味着业务盈利贡献获得保证。Jaks管理层曾透露内部回酬IRR介于12%，PAYBACK PERIOD为8至9年

Haha Jaks Vietnam Power Plant by end 2024 is 4 years Old … 20 years Old is until 2040 … 16 years + to go ….

Haha Partially Repost :

Alert
29 May 2023

Vietnam Approves Power Development Plan for Cleaner Fuels


Power Development Plan VIII ("PDP8") calls for expansions to renewable energy generation and development of LNG facilities to aid a gradual phase-out of coal-fired power plants. The plan will require US$134.7 billion in domestic and foreign investment by 2030 and lays a pathway for Vietnam to achieve carbon neutrality by 2050.

👉👉👉 Coal
Although PDP8 does not call for immediate reductions in Vietnam's reliance on coal, coal would become a smaller share of the total energy mix by 2030. In 2020, total capacity of coal-fired power plants was 21.38 GW (30.8%) of the energy mix. By 2030, Vietnam plans to increase this to 30.13 GW, but this would reduce its share to 20% of planned energy capacity.

👉👉After 2030, Vietnam would not develop any new coal-fired power plants, and active plants that are 20 years or older will begin transitioning to biomass or ammonia. Plants over 40 years old that cannot achieve this fuel switch will be retired.

星报媒体上诉失败 捷硕资源反告索赔
Nanyang Thu, Mar 07, 2024 08:18pm - 1 week


（吉隆坡7日讯）捷硕资源（JAKS，4723 ，主板建筑股）宣布，星报媒体（STAR，6084，主板电信与媒体股）针对双方司法纠纷的上诉已经失败，而捷硕资源现在可着手进行反告，向星报媒体索取赔偿。

捷硕资源与星报媒体是因双方在2011年进行的一项八打灵再也土地交易，而最终陷入长达6年的司法纠纷。

在2020年8月时，高等法庭宣判星报媒体胜诉，捷硕资源需向前者支付1亿3450万令吉的土地尾款，加上4322万令吉的延迟付款利息。

不过，捷硕资源随后在2021年7月上诉成功，推翻了此前高庭的所有判决，接着，星报媒体也提出上诉，但如今宣告失败。

捷硕资源已在在2019年5月时，向法庭反告星报媒体，索取总共5亿4527万8469令吉的赔偿，以及5000万令吉的担保金退款。

随着如今星报媒体的上诉失败，捷硕资源终于可以重新推进上述反告索赔的程序。

Haha Correction:

And the Kon gang 20 aka ID are Disappeared…hahahaha.

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Haha 🐶Le why you stucked High in Jaks since 2017 ??? 😂🤣

Haha Jaks won the Legal Trial against Star Media from Federal Court on 7/3/2024 on Star Media appeal on Court of Appeal judgement after Star Media filed Legal claim on 2019 .. Now Jaks can counter claim on Over Total amount RM 540 million….The counter claim Trial is scheduled by 2025 …

Haha what I observed from Jaks :

1.) Uptrend until January 2018 .. Peak Range RM 1.00 ..RM 0.24 by December 2018 ..

2.) Uptrend from September 2019 RM 0.39 to RM 0.80 ( Peak Range ) on February 2020 …

Note : Vietnam Power Plant is expected to be operational by April 2020 ..

3.) Pandemic MCO ard 18/3/2020 ..

4.) Uptrend on Feb 2021 , RM 0.80 (Peak Range )

Note : 1 unit Vietnam Power Plant COD on November 2020 … 2nd Unit on January 2021 ..

4.) After 20 February 2021 is Downtrend
Until Today ..

5.) RI issued in Warrant B RM0.25 to prevent Take Over on 2018 was Expired on December 2023 ..

6.) Shl be another Uptrend ke .. let’s see …

Haha what I observed n Learned from YTLpower:

1.) Price being Press down since 2013 ..

2.) The fund manager/ Goreng had been accumulating since 2023 from Below RM 1.00 .. by May 2023 RM 1.10 ..

Assume the Fund Manager average cost is RM 2.00 … it’s unloading price range is between RM 2.00 to RM 4.00 …

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Haha Sslleee .. you lirrking old mate Kon i3lurker aka Balian oredi started to learn Barkking .. he teach u to learn barrking also …🤣🤣🤣

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Haha what a Mess during his tenure as MD …

Haha the EX MD whom redesignated to ..
has resigned from the group’s non-executive director with effect from March 8…

Haha 🐢 Lee when to raise out yr 🐢 head ??? 🤥👄🤣🤣🤣

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Haha Alamak :

52w 0.115 - 1.200
ROE -13.45
P/E -10.64
EPS -2.96

CAGR : 3Y -8.2 %. TTM -33.2 %
5Y -20.6% TTM -14.7 %

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Haha where is Promoter Kon i3lurker aka Balian???

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Haha no worries on Jaks :

👉 YTLpower price had been press down since 2013 until Below RM 1.00 on 2022 …

Starting March 2013 is Uptrend…RM 1.10 by May 2023 …

52w 0.830 - 4.240

NTA 2.26

PE : 8.98

Nosh 8.159 Billion shares

Taken 52W Low , 0.830 >>
Margin of Safety = 172 %

YTLpower Gearing Ratio is more than 1.00X as borrowed to finance the Projects ..

So far CAGR is Increasing:

3Y +215.2% TTM + 176 %
5Y. +25.5% TTM. +43.5%



>>>

👉👉Jaks price had been press down on 2018 n on 2021 until RM 0.155 …on 2024..

52w 0.145 - 0.245

NTA 0.67

👉 PE : 23.66
( If based on FY22 ended December 2022 .. PE = 6.86 )

Nosh 2.370 Billion shares

>> Taken current Price 0.155 >>
Margin of Safety = 332 %

Jaks Gearing Ratio is 0.350X as issued 2 times RI n 5 times PP to finance the Projects ..esp :

1.) Vietnam Power Plant ( USD 1.87 billion ~ RM 8.0 Billion) … COD on January 2021…

2.) LSS4 50MW Project ( RM 240 million)..
COD on 21 August 2023 …


👉👉👉 Remark : the 1st RI issued in Warrant B RM 0.25 on 2018 with EX price RM 0.64 , is changed to Ex price RM 0.34 on 2022 ..Purpose is to Prevent Take Over on 2018 ..

> All Warrant B is not Converted … A Disaster to both end even Jaks insiders n minorities shareholders..

>> Warrant B is Expired on December 2023 ..

So far CAGR is Improving:

3Y -21 % TTM + 29.9 %
5Y. -15.8 % TTM. + 0.5 %

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