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Last Price Today's Change   Day's Range   Trading Volume
1.42   -0.02 (1.39%)  1.40 - 1.45  7,542,000
32,106 comment(s). Last comment by PureBULL ... at Jan 24, 2020 1:49 AM
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KoonYewSiong67
278 posts

Posted by KoonYewSiong67 > Dec 9, 2019 12:04 PM | Report Abuse

small block....


Pc Tan
240 posts

Posted by Pc Tan > Dec 9, 2019 12:05 PM | Report Abuse

bought at 1.28


HawkEyes
74 posts

Posted by HawkEyes > Dec 9, 2019 12:19 PM | Report Abuse

Jaks minimum RM 3 in 2020.


VIN3133
355 posts

Posted by VIN3133 > Dec 9, 2019 12:36 PM | Report Abuse

If u want to win big from Miss Jaks , u need to be a strong holder n have patience .
Otherwise , u can copy hng33's style of trading if u know how to do it ( trade at own risk ).


VIN3133
355 posts

Posted by VIN3133 > Dec 9, 2019 12:53 PM | Report Abuse

Hng33's style of trading , in-out , in-out , u can make some kacang putih duit but very stressful .
Once the power plant starts official commissioning and the news are reported and the IBs start covering , that is the time the big show will begin ( not very far from now ) !!
I am waiting for that moment !!


Pc Tan
240 posts

Posted by Pc Tan > Dec 9, 2019 1:00 PM | Report Abuse

in-out,out-in baharu lah sedap.if in only is very boring.how to song song lei


VIN3133
355 posts

Posted by VIN3133 > Dec 9, 2019 1:40 PM | Report Abuse

Haha, Pc Tan, u may ve to be trained as a long distance runner 1st like abang Musang to last the race , otherwise u might collapse in no time b4 u can wet wet song song !!
Consult lah 1st abang Musang !!

haha
--------------------------------------------------------------------------
Pc Tan>in-out,out-in baharu lah sedap.if in only is very boring.how to song song lei
09/12/2019 1:00 PM


Huat1
2325 posts

Posted by Huat1 > Dec 9, 2019 2:21 PM | Report Abuse

The new wave already confirmed started...


Huat1
2325 posts

Posted by Huat1 > Dec 9, 2019 2:53 PM | Report Abuse

Don't miss this opportunity


MingGoon
961 posts

Posted by MingGoon > Dec 9, 2019 3:35 PM | Report Abuse

Huat1 : I fully agree with you, Jaks wave and trend has come back...
Very soon 1.5


RainT
5266 posts

Posted by RainT > Dec 9, 2019 4:23 PM | Report Abuse

im waiting my profit to achive above 50% then will take profit and sell

come on JAKS , now already 47% still little to go


ramada
3834 posts

Posted by ramada > Dec 9, 2019 4:28 PM | Report Abuse

The latest power plants built by APCC2.
http://www.apcc2.com/art/2019/12/9/art_47952_2031911.html


Suntory
1492 posts

Posted by Suntory > Dec 9, 2019 4:31 PM | Report Abuse

today will close 1.3


steady31
183 posts

Posted by steady31 > Dec 9, 2019 4:34 PM | Report Abuse

we may be on wave 5 .shortest w5 extension is 1.72.with such high volume ,a w5 is going to last longer and higher which may be underpinned by plant completion and start of cod


KoonYewSiong67
278 posts

Posted by KoonYewSiong67 > Dec 9, 2019 4:36 PM | Report Abuse

break 1.3 fake blok today!!!!


dannysky12
139 posts

Posted by dannysky12 > Dec 9, 2019 4:42 PM | Report Abuse

Break 1.31.....


papparich
154 posts

Posted by papparich > Dec 9, 2019 4:43 PM | Report Abuse

Heard the power plant is ahead of schedule...so good news!


KoonYewSiong67
278 posts

Posted by KoonYewSiong67 > Dec 9, 2019 4:43 PM | Report Abuse

good news !!


HawkEyes
74 posts

Posted by HawkEyes > Dec 9, 2019 4:45 PM | Report Abuse

Power plant almost complete already. RM 3 faster come.


beinvested
838 posts

Posted by beinvested > Dec 9, 2019 4:54 PM | Report Abuse

Power coming...


DK66
2230 posts

Posted by DK66 > Dec 9, 2019 5:00 PM | Report Abuse

Jaks Resources - Higher Than Expected Investment Returns from JHDP ?

https://klse.i3investor.com/blogs/Jaks%20resources/245090.jsp


DK66
2230 posts

Posted by DK66 > Dec 9, 2019 5:01 PM | Report Abuse

I have changed the title of the article


DK66
2230 posts

Posted by DK66 > Dec 9, 2019 5:12 PM | Report Abuse

I will try to contact i3 admin


runroadtokl
139 posts

Posted by runroadtokl > Dec 9, 2019 5:14 PM | Report Abuse

Jaks everyday create energy


DK66
2230 posts

Posted by DK66 > Dec 9, 2019 5:26 PM | Report Abuse

Repost as new article

Jaks Resources - Higher Than Expected Investment Returns from JHDP ?

https://klse.i3investor.com/blogs/Jaks%20resources/245519.jsp


KoonYewSiong67
278 posts

Posted by KoonYewSiong67 > Dec 9, 2019 5:28 PM | Report Abuse

tomorrow fly again......


Collin Soo
757 posts

Posted by Collin Soo > Dec 9, 2019 5:38 PM | Report Abuse

DK66, thank you for your article.. So excited to understand the TP is between 4.30 - 8.70.


VIN3133
355 posts

Posted by VIN3133 > Dec 9, 2019 5:43 PM | Report Abuse

Thumbs up , DK66 !! Timely article . TQVM !!
Fair & good guidance basing on Vinh Tan 1 performance.

P/S : Clicking ur article link , your article does not appear . U may have to repost it . Tq.
----------------------------------------------------------------------------
DK66>Jaks Resources - Higher Than Expected Investment Returns from JHDP ?

https://klse.i3investor.com/blogs/Jaks%20resources/245090.jsp
09/12/2019 5:00 PM


Pc Tan
240 posts

Posted by Pc Tan > Dec 9, 2019 5:43 PM | Report Abuse

my TP is 10.00 in 2030


kariwong9394
267 posts

Posted by kariwong9394 > Dec 9, 2019 5:43 PM | Report Abuse

09/12/2019 5:43 PM

Jaks in bullish, gogogo

Goodbye my love 我的爱人 爱爱人


DK66
2230 posts

Posted by DK66 > Dec 9, 2019 5:45 PM | Report Abuse

VIN3133, i already repost the article. Follow the link below.

Jaks Resources - Higher Than Expected Investment Returns from JHDP ?

https://klse.i3investor.com/blogs/Jaks%20resources/245519.jsp


VIN3133
355 posts

Posted by VIN3133 > Dec 9, 2019 5:46 PM | Report Abuse

DK66, i can only read ur article by clicking " DK66" !!


DK66
2230 posts

Posted by DK66 > Dec 9, 2019 5:49 PM | Report Abuse

Really ? what went wrong ??
-----------------
VIN3133 DK66, i can only read ur article by clicking " DK66" !!


probability
10746 posts

Posted by probability > Dec 9, 2019 5:50 PM | Report Abuse

i can access from your above link - no issues


DK66
2230 posts

Posted by DK66 > Dec 9, 2019 5:51 PM | Report Abuse

But the link below is fine for me

https://klse.i3investor.com/blogs/Jaks%20resources/245519.jsp

How about others ? is the link ok ?


ramada
3834 posts

Posted by ramada > Dec 9, 2019 5:54 PM | Report Abuse

I think VIN3133 too excited, he just clicked the older one.


OTB
6858 posts

Posted by OTB > Dec 9, 2019 5:55 PM | Report Abuse

The share price of Jaks had crossed 1.29 to close at 1.30 today.
This is a good news to me.
Next resistance is 1.39 and 1.43 respectively.
Once the share price of Jaks crossed 1.43, there is no resistance for this stock.
I expect the share price of Jaks to hit my first target price of 1.72.
Thank you.


VIN3133
355 posts

Posted by VIN3133 > Dec 9, 2019 5:56 PM | Report Abuse

It is now OK , TQVM , DK66


dailyklse2010
195 posts

Posted by dailyklse2010 > Dec 9, 2019 5:58 PM | Report Abuse

DK66,

No issue to link in ~
More and more sure to JAKS but got no more bullet to add.


VIN3133
355 posts

Posted by VIN3133 > Dec 9, 2019 6:10 PM | Report Abuse

PRECISELY !!! haha
------------------------------------------------------------------
ramada>I think VIN3133 too excited, he just clicked the older one.
09/12/2019 5:54 PM


Windy1974
76 posts

Posted by Windy1974 > Dec 9, 2019 6:13 PM | Report Abuse

DK66. TQ for your detailed and great FA. I wished i could be as meticulous as you. However, some questions below.
1. My understanding is that this BOT should protect JAKS from coal price fluctuation right? meaning if coal price higher, Vietnam govt will compensate more but if coal price drop, JAKS will get less also? I am fine as profit is visible instead of relying on commodities fluctuation?
2. On what basis you benchmark on O&M cost?
3. Interest expenses of 6% i reckon is high for a borrower like CPECC. However, i am fine being conservative
4. What would be the pay back period for JAKS to incease shareholding by another 10%?
IRR of 12% alone is pretty high for power business. I guess JAKS is lucky because USD was around 3.1 then. Forex gain alone already 30%. However, USD fluctuation against MYR will determine how much JAKS profit in MYR term for the next 25 years. Now, i in dilemma whether i want Ringgit stronger not haha. This power plant deal is a once in a life time deal and ALP will become top 50 richest man in Malaysia


nagachan
650 posts

Posted by nagachan > Dec 9, 2019 6:21 PM | Report Abuse

I am involved in a similar power project of the same size like Jaks (also under construction now). Basically all PPAs in Vietnam have to have the following to be bankable. BOT contract, fuel cost (coal price) passed thru. No IPPs will take fuel risk even in Malaysia. USD fluctuations not a concern as the tariff is index to USD even though is paid in Dong. The last thing is Dong convertibility which is guaranteed by MOF of Vietnam. In essence Jaks is a profitable IPP with project IRR around 15%. The only thing to worry like in any other business is Management credibility.


Windy1974
76 posts

Posted by Windy1974 > Dec 9, 2019 6:30 PM | Report Abuse

Hi Nagachan. TQ for your contribution as it's helpful for us to hear from someone in the industry. Disagree with your statement below. Yes, i know it's paid in USD but JAKS is a Malaysia company. Profit USD 200m x 4.2 and Profit 200m x 4 will be a 5% reduction. So, JAKS profit will be affacted by the strength of Ringgit or vice versa. Anyway, at current share price, even forex of 3.8 won't matter

USD fluctuations not a concern as the tariff is index to USD even though is paid in Dong.


Windy1974
76 posts

Posted by Windy1974 > Dec 9, 2019 6:32 PM | Report Abuse

btw, 100% agreed on your statement about management credibility. However, as I highlighted before. Since ALP doesn't own more than 50% of the company, we can make a different with our voting power if he is not acting in the best interest of the company.


nagachan
650 posts

Posted by nagachan > Dec 9, 2019 6:39 PM | Report Abuse

I am talking about the risk of USD vs Dong in the tariff. Any fluctuations in USD vs Dong is not a concern as it is index. As for Jaks USD to RM, there is dollar hedging instrument and this is depending on Jaks management capabilities.


nagachan
650 posts

Posted by nagachan > Dec 9, 2019 6:41 PM | Report Abuse

What you need to worry is whether the Dong is index to USD in the PPA. Not so much of USD to RM


Samtuckfatt
386 posts

Posted by Samtuckfatt > Dec 9, 2019 6:50 PM | Report Abuse

For DK66 blog's link, if you are using mobile site, u just need to change to the desk top site first to view.


SarifahSelinder
2655 posts

Posted by SarifahSelinder > Dec 9, 2019 6:58 PM | Report Abuse

Yg ni Sarifah agree

Each n every cent of electricity sold would b metered

Vietnam IPP revenue figure kan as honest as possible


nagachan

Wat r d ways management may cause PAT to slip away?


nagachan........... The only thing to worry like in any other business is Management credibility.

09/12/2019 6:21 PM


DK66
2230 posts

Posted by DK66 > Dec 9, 2019 7:03 PM | Report Abuse

Windy1974, tq for your compliment.

1. Jaks is protected from coal price fluctuation as cost of coal is directly passed thru to EVN under the PPA.

2. Note that the fixed and variable O&M costs are obtained from the following article (page 13)
https://ens.dk/sites/ens.dk/files/Globalcooperation/Official_docs/Vietnam/vietnam_technology_catalogue_-_english.pdf

3. As the loan is on non-recourse basis, 6% is reasonable.

4. Increase in shareholding by Jaks does not affect payback period as it is calculated on project basis


----------------------------------
Windy1974 DK66. TQ for your detailed and great FA. I wished i could be as meticulous as you. However, some questions below.
1. My understanding is that this BOT should protect JAKS from coal price fluctuation right? meaning if coal price higher, Vietnam govt will compensate more but if coal price drop, JAKS will get less also? I am fine as profit is visible instead of relying on commodities fluctuation?
2. On what basis you benchmark on O&M cost?
3. Interest expenses of 6% i reckon is high for a borrower like CPECC. However, i am fine being conservative
4. What would be the pay back period for JAKS to incease shareholding by another 10%?
IRR of 12% alone is pretty high for power business. I guess JAKS is lucky because USD was around 3.1 then. Forex gain alone already 30%. However, USD fluctuation against MYR will determine how much JAKS profit in MYR term for the next 25 years. Now, i in dilemma whether i want Ringgit stronger not haha. This power plant deal is a once in a life time deal and ALP will become top 50 richest man in Malaysia
09/12/2019 6:13 PM


stockraider
13528 posts

Posted by stockraider > Dec 9, 2019 7:07 PM | Report Abuse

Sell b4 too late loh....!!

Jaks insider selling mah.....!!

That means prospect of jaks no good loh...!!

Better switch to insas much safer mah...!


Changes in Director's Interest (Section 219 of CA 2016)

JAKS RESOURCES BERHAD


Information Compiled By KLSE

Particulars of Director

Name DATO' RAZALI MERICAN BIN NAINA MERICAN
Descriptions(Class) Ordinary Share

Details of changes

No
Date of change

No of securities

Type of transaction

Nature of Interest

05/12/2019

3,800,000

Disposed

Indirect Interest

Name of registered holder Dato' Razali Merican Bin Naina Merican
Description of "Others" Type of Transaction
Consideration (if any) RM4,646,260.00

Circumstances by reason of which change has occurred Disposed to open market

Nature of interest Indirect Interest

Total no of securities after change

Direct (units) 4,010,800
Direct (%) 0.624
Indirect/deemed interest (units) 18,500,000
Indirect/deemed interest (%) 2.877
Date of notice 09/12/2019
Date notice received by Listed Issuer 09/12/2019

Remarks :
Disposed: 3,800,000 Shares (0.591% of the issued capital). This announcement also serves to comply with paragraph 14.08 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.

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