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32,106 comment(s). Last comment by PureBULL ... at Jan 24, 2020 1:49 AM
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Suntory
1492 posts

Posted by Suntory > Dec 10, 2019 3:06 PM | Report Abuse

the dato merican has 22 millions shares so wait till he finish selling then jaks will sky rocket


DragonG
70 posts

Posted by DragonG > Dec 10, 2019 3:08 PM | Report Abuse

The director's Dato Razali Merican is he related to one of the MP?


samheong78
259 posts

Posted by samheong78 > Dec 10, 2019 3:12 PM | Report Abuse

The director doesnt have any insider news, so thats why he is selling. He don't know that Jaks potential profit is 300m


MingGoon
961 posts

Posted by MingGoon > Dec 10, 2019 3:12 PM | Report Abuse

Jaks decreasing price... getting bashed out...
Why Director Dato Razali Merican sell ?
Seem fishy..

Anyone care to explain....


MingGoon
961 posts

Posted by MingGoon > Dec 10, 2019 3:13 PM | Report Abuse

The last wave of Jaks free fall was to 1.12..
Would last week history repeat itself ?
Anyone care to comment.


Suntory
1492 posts

Posted by Suntory > Dec 10, 2019 3:28 PM | Report Abuse

He has 22 millions shares, so will take 4-5 days to finish, can buy if he dump more


Investar2862
775 posts

Posted by Investar2862 > Dec 10, 2019 3:28 PM | Report Abuse

Your life will be better if you are more positive


Amukutty
92 posts

Posted by Amukutty > Dec 10, 2019 3:31 PM | Report Abuse

DK66 Hi.Can still buy at this price?


Jack888
393 posts

Posted by Jack888 > Dec 10, 2019 3:37 PM | Report Abuse

Buy more... uptrend.


MingGoon
961 posts

Posted by MingGoon > Dec 10, 2019 3:38 PM | Report Abuse

godcutwin TYYAP macai said JAKS will cost a lot for starting..then terus down
10/12/2019 3:35 PM

Godcutwin : what he meant by "cost a lot for starting", appreciate if you could help to elaborate...

I sold Jaks already the moment i hear the Directors Razali Merican selling., getting me worry ..


DK66
2230 posts

Posted by DK66 > Dec 10, 2019 3:50 PM | Report Abuse

Guys, thanks for the invitation to treats. Shall wait until we reap the fruits first.


faizal
271 posts

Posted by faizal > Dec 10, 2019 3:52 PM | Report Abuse

NFCP (NATIONWIDE FIBERISATION CONNECTIVITY PROGRAM) COMING IN WAVE AFTER WAVE, Calvin Tan Research
Author: calvintaneng | Publish date: Tue, 10 Dec 2019, 1:44 PM

Hi guys,

From the Vantage point of Singapore I can see the Blue Print of Malaysia's NFCP FIBERISATION THRUST

Almost daily there is some news coming out regarding Malaysia's Fiberisation Thrust

AN THESE COME WAVES AFTER WAVES

See the latest



Govt to award NFCP 1 to licensees in January 2020 involving 8 states

Tuesday, December 10th, 2019
at , News | Technology | Technology

The states to be involved are Johor, Kedah, Kelantan, Negri Sembilan, Pahang, Perak, Terengganu and Sabah

by ASILA JALIL/ pic by MUHD AMIN NAHARUL

THE first phase for the National Fiberisation and Connectivity Plan (NFCP) will be awarded to successful licensees next month, involving 153 locations in eight states.

The states to be involved in this phase are Johor, Kedah, Kelantan, Negri Sembilan, Pahang, Perak, Terengganu and Sabah.

Communications and Multimedia Minister Gobind Singh Deo said various discussions were held between industry players and the government regarding wide expansion of the infrastructure in a short time and at a low cost.

He also applauded the cooperation given by state governments and local authorities to expedite relevant approval process at the state level for NFCP-related initiatives, including fee reduction.

“Another success we can see from the NFCP is the cooperation given by all state governments. Previously, it would take a long time to receive approvals for the development of infrastructure at state levels and those initiatives came at a high cost as well.

“We have overcome the challenges following discussions between the Malaysian Communications and Multimedia Commission (MCMC) and state governments, and we have received approval in a short time which is a move that will greatly benefit us,” he told a press conference at MCMC office in Cyberjaya yesterday.

The selected licensees for NFCP 1 are required to instal network facilities and deploy network services for the provisioning of public cellular services using 3G and 4G technologies with an average speed of 30Mbps.



Meanwhile, MCMC has issued the request for proposal for NFCP 2 on Nov 15 and the licensees will have to submit their bids by March 31 next year.

The second phase of the plan involves 500 locations comprising 210 mukim in 10 states namely Johor, Kedah, Kelantan, Melaka, Negri Sembilan, Pahang, Perak, Terengganu, Sabah and Sarawak.

MCMC chairman Al-Ishsal Ishak said industry players have agreed to collaborate in relation to infrastructure sharing and coordinate their planning to reduce the service cost that would eventually benefit the customers.

“We are starting with the lowest hanging fruit which is mobile towers for communications. NFCP 1 comprises 153 locations and NFCP 2 has approximately 500 locations across the country and most importantly in underserved areas.

“NFCP aims to ensure that 98% of populated areas in Malaysia achieve 30 Mbps on average,” he said.

Among the areas covered in other phases of NFCP are fibre optics, installations and satellite coverage, among others, said Al-Ishsal.

The NFCP is projected to cost RM21.6 billion over five years and involves the development of various infrastructure projects nationwide. It is aimed at widening the coverage of high-quality and high-speed broadband Internet nationally, while also ensuring affordable services.

The project will be equally funded by the Universal Service Provision fund and telecommunication companies operating in Malaysia.



Some highlights:

1) NOW WE SEE NFCP ROLL OUT IN TWO PHASES (NFCP 1 & NFCP2)

2) NFCP PHASE 1 JOB DESIGNATION

selected licensees for NFCP 1 are required to instal network facilities and deploy network services for the provisioning of public cellular services using 3G and 4G technologies with an average speed of 30Mbps.

starting with the lowest hanging fruit which is mobile towers for communications. NFCP 1 comprises 153 locations



3) NFCP PHASE 2

Meanwhile, MCMC has issued the request for proposal for NFCP 2 on Nov 15 and the licensees will have to submit their bids by March 31 next year.

The second phase of the plan involves 500 locations comprising 210 mukim in 10 states namely Johor, Kedah, Kelantan, Melaka, Negri Sembilan, Pahang, Perak, Terengganu, Sabah and Sarawak.

NFCP 2 has approximately 500 locations across the country and most importantly in underserved areas.



4) THE INTENT OF NFCP IS TO BRING FIBER OPTIC CONNECTION TO 98% OF ENTIRE MALAYSIA



“NFCP aims to ensure that 98% of populated areas in Malaysia achieve 30 Mbps on average,” he said.

The NFCP is projected to cost RM21.6 billion over five years and involves the development of various infrastructure projects nationwide. It is aimed at widening the coverage of high-quality and high-speed broadband Internet nationally, while also ensuring affordable services.


faizal
271 posts

Posted by faizal > Dec 10, 2019 3:52 PM | Report Abuse

5) THESE ARE THE SPECIFIC JOBS DESCRIPTION



Among the areas covered in other phases of NFCP are fibre optics, installations and satellite coverage, among others, said Al-Ishsal.



Let's do a break down:

A) Among the areas covered in other phases of NFCP are fibre optics

YES! FIBER OPTICS STAND OUT

Now Opcom has claimed to be the Major Player in Fiber Optic Manufacturing

See



Business Background
Opcom Holdings Bhd is a Malaysian based investment holding company engaged in the manufacturing of fiber optic cables and cable-related products. The business activity of the group is functioned through Manufacturing, Trading and Engineering Services, and Other Operations segments. All the operations are functioned through Malaysia and it derives the majority of revenue from Manufacturing segment which includes fiber optic cables, systems, accessories and thixotropic gel. The company also provides management related services. In addition, the firm is also involved in trading of cable filing, flooding compounds and industrial products, and provision of engineering services.
What are the impediments

Telekom has used cheaper imports from China which are of inferior quality. Calvin experienced twice in Johor Lan Game Shop when entire set of 80 to 100 computers were left idle because Telekom fiber connection broke down

So Telekom should avoid using cheap inferior optic fibers from China. Chose only high quality fiber optic cables from Opcom





B) installations

These are some players: Netx, Redtone, Sacofa (Cmsb) & others

See Netx



COMPANY BACKGROUND

NetX Holdings Berhad is a technology public listed company on Bursa’s ACE market. Founded in 2000, NetX started off dealing primarily in the supply of network equipment and infrastructure. Fast forward to today, the company now pioneers the advancement of disruptive technologies through its subsidiaries in various industries: digital platforms, e-commerce and IT infrastructure among others. In line with the company’s strategy and vision in rethinking possibilities, NetX focuses on existing innovative technologies by making it better with the goal of challenging the markets they operate in. NetX is based on two key business pillars that are strategically operated through its subsidiaries: Ariantec, a network equipment and infrastructure specialist; and PayAllZ, a payment solutions company which was acquired in 2015 as part of its growth strategy. NetX firmly believes in its philosophy of finding new and better ways of doing things through technology. Its businesses are geared toward redefining and challenging established and conventional practices that bring value to the betterment of whole societies.
See this https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/234573.jsp


REDTONE

Business Background
REDtone International Bhd is a digital infrastructure and services provider that offers services under three categories that are Telecommunications Services which offers data and voice services to government, enterprises, and small and medium enterprises (SMEs), Managed Telecommunications Network Services (MTNS) which includes building, maintaining and operating large scale WiFi hotspots, radio access network (RAN) infrastructure and fibre optic infrastructure, and Industry Digital Services (IDS) which includes data centre services, internet of things (IoT) services, cloud services and applications, and healthcare solutions to enterprises, government and the healthcare industry. The company’s Telecom services generate maximum revenue for the company.


C) SACOFA (CMSB)

SACOFA SDN BHD (552905-P) is the leading telecommunication infrastructure provider in Sarawak.

To facilitate SACOFA in achieving its objectives, the State Government granted the Company with the exclusive right to construct, own and manage the communication infrastructure on the concept of sharing basis.

SACOFA SDN BHD (552905-P) is a "one-stop centre" providing telecommunication infrastructure to service providers in Sarawak. Incorporated on 11 July 2001 under the Company Act, 1965, SACOFA's primary objectives are to build and expand the provision of telecommunication network infrastructures throughout Sarawak.

Latest is the entire length of Pan Borneo Highway will be under Sacofa for Fiber Optic Towers



THIS IS ONLY THE BEGINNING OF A 5 YEAR MARATHON BUILDING PROCESS FOR FIBER NETWORK REACH TO ALL OF MALAYSIA





Best Regards

Calvin Tan Research


samheong78
259 posts

Posted by samheong78 > Dec 10, 2019 3:58 PM | Report Abuse

Today 60 million of shares done. T+2 will drop big big??


samheong78
259 posts

Posted by samheong78 > Dec 10, 2019 4:16 PM | Report Abuse

Think can consider switching to Dayang to avoid T+2 risk.


SarifahSelinder
2655 posts

Posted by SarifahSelinder > Dec 10, 2019 4:20 PM | Report Abuse

Yes Need to wash my hair tonight tomorrow the next day next day next day....

DK66 Guys, thanks for the invitation to treats. Shall wait until we reap the fruits first.

10/12/2019 3:50 PM


MatBum07
171 posts

Posted by MatBum07 > Dec 10, 2019 4:22 PM | Report Abuse

Don't trade if no money...T+2 not a trader but a gambler


SarifahSelinder
2655 posts

Posted by SarifahSelinder > Dec 10, 2019 4:22 PM | Report Abuse

Not many companies can call Trump a friend 

Tied to Vietnam JAKS one of d rare few tat can


SarifahSelinder
2655 posts

Posted by SarifahSelinder > Dec 10, 2019 4:24 PM | Report Abuse

Yg patut focus is Andy bot klau x salah Sarifah abt 7m shares from Merican recently


stockraider
13528 posts

Posted by stockraider > Dec 10, 2019 4:26 PM | Report Abuse

Better sell speculative jaks & buy into steady fundamental steady insas loh...!!


VincentTang
318 posts

Posted by VincentTang > Dec 10, 2019 4:54 PM | Report Abuse

Top up Jaks at 1.27. Target price RM 5 in 2020.


Sslee
2122 posts

Posted by Sslee > Dec 10, 2019 5:00 PM | Report Abuse

Dear all,
For those interest in Mathematic;
JPH to subscribe for approximately 140.14 million ordinary shares in JPP at the subscription price of approximately USD140.14 million (entitle to 30% distribution)
Assume yearly distribution of 30 million for next 25 years. The payback period is 4.67 year and IRR 21%
Assume yearly distribution of 40 million for next 25 years. The payback period is 3.5 year and IRR 28%

For project cost 1,867 million with yearly distribution of 209.5 million for next 25 years. The payback period is 8.91 year and IRR of 10.3%
For project cost 1,867 million with yearly distribution of 242.85 million for next 25 years. The payback period is 7.69 year and IRR of 12%

For yearly distribution of 30 million for next 25 years with 5% discount rate the Net Present value is 423 million. JAKS NOSH 643 million hence Net Present Value per share USD 0.658
For yearly distribution of 40 million for next 25 years with 5% discount rate the Net Present value is 564 million. JAKS NOSH 643 million hence Net Present Value per share USD 0.877.

Thank you
PS: Stockraider better buy JAKS now.


gemfinder
585 posts

Posted by gemfinder > Dec 10, 2019 5:02 PM | Report Abuse

push up push down...


i3lurker
1519 posts

Posted by i3lurker > Dec 10, 2019 5:03 PM | Report Abuse

sslee giving out BUY CALL on Jaks?

as usual figures are all wrong


SarifahSelinder
2655 posts

Posted by SarifahSelinder > Dec 10, 2019 5:08 PM | Report Abuse

Take Sslee at face value quickly...

USD 0.877 = RM 3.508


stockraider
13528 posts

Posted by stockraider > Dec 10, 2019 5:11 PM |

Post removed. Why?


SarifahSelinder
2655 posts

Posted by SarifahSelinder > Dec 10, 2019 5:12 PM | Report Abuse

Telegram sifu wit a few kaki tapi dah bertekanan tinggi up a bit called sell d

Telegram sifu mcm ni how to make big money???


probability
10746 posts

Posted by probability > Dec 10, 2019 5:20 PM | Report Abuse

JULY 8, 2011
............

https://www.reuters.com/article/vietnam-energy-jaks/malaysias-jaks-resources-to-build-2-25-bln-power-plant-in-vietnam-idUSL3E7I803820110708

HANOI, July 8 (Reuters) - Malaysia’s Jaks Resources Berhad has secured an investment licence to build a $2.25 billion coal-fired power plant in northern Vietnam, a state-run newspaper reported on Frid


JULY 13, 2015
............

https://www.thestar.com.my/business/business-news/2015/07/13/jaks-project-back-on-track

PETALING JAYA: After several false starts, JAKS Resources Bhd
image: https://cdn.thestar.com.my/Themes/img/chart.png

’s 1,200MW power plant project in Vietnam is back on track with a bigger joint-venture partner, China Power Engineering Consulting Group.

“We are confident that this partnership will work out. China Power is strong financially. They own power plants in China and have more than 300 power projects worldwide.

“They have US$2.5bil in the bank with another US$3.5bil banking facilities. In addition, their parent company is a Fortune 500 company with assets size of some 200 billion yuan,” JAKS corporate strategy general manager Steven Ang told StarBiz.

Ang added that China Power had obtained all the relevant approvals from its government for overseas investments.

JAKS’ previous proposed joint venture had lapsed and it lost potential partners for the project a couple of times. The potential partners included China-based energy firms Wuhan Kaidi Electric Power Engineering Co and Meiya Power Ltd.

“When we entered into a partnership with Meiya Power, they were a Hong Kong company and subsequently acquired by a Chinese company. Following the acquisition, the company had a different direction and that’s why the deal did not go through.

“Wuhan Kaidi did not have the financial strength to take on the project,” Ang said when explaining the reasons for the fallout with its previous potential partners.

Last week, JAKS announced that it had signed several agreements to set up a joint venture with China Power to develop a RM7.05bil (US$1.87bil) thermal power plant in Hai Duong province, Vietnam.

The power plant, which was granted licence in 2011, is JAKS’ first foray into the Vietnamese power generation industry.


probability
10746 posts

Posted by probability > Dec 10, 2019 5:22 PM | Report Abuse

The license was given to JAKS, they wont be a sohai like stockxxxxxx to get nothing from the Chinese (China Power)


stockraider
13528 posts

Posted by stockraider > Dec 10, 2019 5:23 PM |

Post removed. Why?


Suntory
1492 posts

Posted by Suntory > Dec 10, 2019 5:23 PM | Report Abuse

From stockraider argument of China company will not pay anything to jaks then he should not buy any stock in bursa because all companies in bursa are subjected to debtors and creditors. In that case please go elsewhere with your "a bit stupid" reasoning.


stockraider
13528 posts

Posted by stockraider > Dec 10, 2019 5:25 PM |

Post removed. Why?


Suntory
1492 posts

Posted by Suntory > Dec 10, 2019 5:26 PM | Report Abuse

Not interested in your stupid INSAS


Suntory
1492 posts

Posted by Suntory > Dec 10, 2019 5:28 PM | Report Abuse

Go to INSAS forum to promote INSAS not here, you are stray.


Sslee
2122 posts

Posted by Sslee > Dec 10, 2019 5:29 PM | Report Abuse

Hahahaha stockraider,
The figures are mathematics projection for the next 25 year discounted for yearly inflation of 5% to arrive at Net Present Value for Vietnam Power Plant BOT for 25 years.

For INSAS will wait the warrants expired to avoid the NTA dilution effect. Then will lobby for MGO waiver so that every year Dato’ Wong will able to share buy back 10% for cancellation. This will automatically increase the INSAS intrinsic value.

Thank you


stockraider
13528 posts

Posted by stockraider > Dec 10, 2019 5:29 PM |

Post removed. Why?


stockraider
13528 posts

Posted by stockraider > Dec 10, 2019 5:32 PM |

Post removed. Why?


PN17player
625 posts

Posted by PN17player > Dec 10, 2019 5:37 PM | Report Abuse

This counter is too hot. usually too hot , cant go up straight wan . i sold all . bye bye


Rf888
170 posts

Posted by Rf888 > Dec 10, 2019 5:39 PM | Report Abuse

You can go search which listing company before success doing the power plant? No, better dont play big money.


stockraider
13528 posts

Posted by stockraider > Dec 10, 2019 5:46 PM |

Post removed. Why?


OTB
6858 posts

Posted by OTB > Dec 10, 2019 5:46 PM | Report Abuse

Posted by probability > Dec 10, 2019 5:22 PM | Report Abuse

The license was given to JAKS.

Ans :
The agreement is signed between Vietnam government and Jaks.
Hence there is no way CPECC does not give any money to Jaks.
Jaks is the main contractor, CPECC is the sub-contractor.
CPECC has to give 440 million profit to Jaks for subcontract the construction work of this power plant.
I had spoken to Andy Ang, I know how strong is his connection in Vietnam.
There is no way for anyone to take this power plant away from Andy Ang.
This power plant belongs to Andy Ang or Jaks.
Thank you.


HuatRex
2055 posts

Posted by HuatRex > Dec 10, 2019 5:51 PM | Report Abuse

If so easy just few paper calculation can earn money, no poor people in this world. Just the effect of promoting. Will back to square one.


Icon8888
18506 posts

Posted by Icon8888 > Dec 10, 2019 5:51 PM | Report Abuse

sslee if your gf sleeps with another guy, will you dump her or find excuse to forgive her ?


Posted by Sslee > Dec 10, 2019 5:29 PM | Report Abuse

For INSAS will wait the warrants expired to avoid the NTA dilution effect. Then will lobby for MGO waiver so that every year Dato’ Wong will able to share buy back 10% for cancellation. This will automatically increase the INSAS intrinsic value.

Thank you


stockraider
13528 posts

Posted by stockraider > Dec 10, 2019 5:53 PM | Report Abuse

There may be alot of things in business, that may not meet your eye mah loh....!!

Don be too cocksure loh.....!!

JAKS being a minority in a foreign project & long gestation period, the china party can easily play jaks out loh....!!

Just look at ECRL u will know how smart the china party and compare to JAKS handling Contract with STAR now under litigations ....u already can gauge how poor is JAKS in contract management loh...!!

Posted by OTB > Dec 10, 2019 5:46 PM | Report Abuse

Posted by probability > Dec 10, 2019 5:22 PM | Report Abuse

The license was given to JAKS.

Ans :
The agreement is signed between Vietnam government and Jaks.
Hence there is no way CPECC does not give any money to Jaks.
Jaks is the main contractor, CPECC is the sub-contractor.
CPECC has to give 440 million profit to Jaks for subcontract the construction work of this power plant.
I had spoken to Andy Ang, I know how strong is his connection in Vietnam.
There is no way for anyone to take this power plant away from Andy Ang.
This power plant belongs to Andy Ang or Jaks.
Thank you.


samheong78
259 posts

Posted by samheong78 > Dec 10, 2019 5:53 PM | Report Abuse

Hi sslee, can you enlighten me why Mudajaya not successful in their power plant in India and why Jaks will be sucessful for their power plant in Vietnam? Thank you.


Icon8888
18506 posts

Posted by Icon8888 > Dec 10, 2019 5:56 PM | Report Abuse

samheong anybody with more than 1,000 posts will not ask question like this


Posted by samheong78 > Dec 10, 2019 5:53 PM | Report Abuse

Hi sslee, can you enlighten me why Mudajaya not successful in their power plant in India and why Jaks will be sucessful for their power plant in Vietnam? Thank you.


SarifahSelinder
2655 posts

Posted by SarifahSelinder > Dec 10, 2019 5:57 PM | Report Abuse

Bcos no PPA signed b4 building IPP


samheong78 Hi sslee, can you enlighten me why Mudajaya not successful in their power plant in India and why Jaks will be sucessful for their power plant in Vietnam? Thank you.

10/12/2019 5:53 PM


OTB
6858 posts

Posted by OTB > Dec 10, 2019 5:59 PM | Report Abuse

I believe I know a lot on power plant in Vietnam owned by Jaks.
Check my records in I3, I do not simply talk nonsense here.
Not sure please do not jump the gun too fast.
Do not come out your assumption which does not carry any weight here.
I believe what DK66 said in I3 only.
No point to argue.
I stop here.
Thank you.


samheong78
259 posts

Posted by samheong78 > Dec 10, 2019 6:01 PM | Report Abuse

Icon8888, i'm still learning ma... :)


stockraider
13528 posts

Posted by stockraider > Dec 10, 2019 6:03 PM | Report Abuse

JAKS only own a partial minority position of a power plant still not commisioning yet mah..!!

Where got many power plant leh ??

U think power very cheap like candy can owned many ah ???

osted by OTB > Dec 10, 2019 5:59 PM | Report Abuse

I believe I know a lot on power plant in Vietnam owned by Jaks.
Check my records in I3, I do not simply talk nonsense here.
Not sure please do not jump the gun too fast.
Do not come out your assumption which does not carry any weight here.
I believe what DK66 said in I3 only.
No point to argue.
I stop here.
Thank you.

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