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32,106 comment(s). Last comment by PureBULL ... at Jan 24, 2020 1:49 AM
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Mrinvest0r
17 posts

Posted by Mrinvest0r > Dec 10, 2019 6:04 PM | Report Abuse

Another wave of correction coming ?


Sslee
2122 posts

Posted by Sslee > Dec 10, 2019 6:14 PM | Report Abuse

Hahahaha
TSAK and TS Tony Fernandas also failed in India why????_


Sslee
2122 posts

Posted by Sslee > Dec 10, 2019 6:17 PM | Report Abuse

Hahahaha Icon8888,
If it is your it will be always be your. If it is not your you better let go and give your blessing.


Kelvin Chong
23 posts

Posted by Kelvin Chong > Dec 10, 2019 6:17 PM | Report Abuse

DK66,

I click the link for the blogpost. It doesnt appear out. Appreciate if u can repost it. Thanks for ur info in jaks! I believe We will win big in this long term! Current wave 5 will continue..


samheong78
259 posts

Posted by samheong78 > Dec 10, 2019 6:18 PM | Report Abuse

Do not mess with India. Hahaha. Anyway uncle KYY don't have luck in power plant. I just remember he was the founder of Mudajaya (that fails in their power plant in India)


samheong78
259 posts

Posted by samheong78 > Dec 10, 2019 6:22 PM | Report Abuse

So far uncle KYY all other ventures are quite successful except for power plant only.


paktua73
8924 posts

Posted by paktua73 > Dec 10, 2019 6:33 PM | Report Abuse

paktua late to up date..
due some argument on political isu..
red troopers from 8 platoons done release 57% share on hand today..
secure back capital
lock some profits..
its only tactical step for more abilities fight later..
now 3rd and 8th platoons on good positon
with 57% ammo on hand back..
we will stand fight with own style..

tut tut
just swing player..
stand hold with balance share until 2nd qr2020


i3lurker
1519 posts

Posted by i3lurker > Dec 10, 2019 6:36 PM | Report Abuse

based on Vietnam Ministry (Circular 56/2014) Regulatory Rate of 12% IRR for coal fired IPP BOT

the 48 sen Earnings per share on Jaks is around there.
(as calculated by dk66)

plus minus.
We dun have the exact capital cost

calculate your own TP

based on EPS of 48 sen per share


Rf888
170 posts

Posted by Rf888 > Dec 10, 2019 6:46 PM | Report Abuse

No power plant record show can success, hope jaks can be a special one.


DK66
2230 posts

Posted by DK66 > Dec 10, 2019 6:47 PM | Report Abuse

You could clicked an old link. Try the link below;

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

-----------------
Kelvin Chong DK66,

I click the link for the blogpost. It doesnt appear out. Appreciate if u can repost it. Thanks for ur info in jaks! I believe We will win big in this long term! Current wave 5 will continue..
10/12/2019 6:17 PM


Rf888
170 posts

Posted by Rf888 > Dec 10, 2019 6:48 PM | Report Abuse

Example mudajaya and toyoink.


DK66
2230 posts

Posted by DK66 > Dec 10, 2019 6:49 PM | Report Abuse

Mong Duong II and Vinh Tan 1 power plants in vietnam are very successful since COD

--------------------------
Rf888 No power plant record show can success, hope jaks can be a special one.
10/12/2019 6:46 PM


i3lurker
1519 posts

Posted by i3lurker > Dec 10, 2019 6:50 PM | Report Abuse

mathematically simple

sslee makes it so complicated

=> Use Vietnam approved Plant Cost

=> apply 12 % IRR (Vietnam Regulatory Rate, contract is signed based on this)

=> get those positive numbers

=> apply 30% or 40% or whatever your cat tells you.

=> you will get a distribution income coming back to Malaysia

=> use Distribution Income / Jaks outstanding shares

=> and you will get approx 48 sen per share plus minus.

///// only sslee can make it so complicated by going to Johor Bahru first then only go to intended destination of Penang////


godcutwin
64 posts

Posted by godcutwin > Dec 10, 2019 6:53 PM | Report Abuse

Hehe, let see ma feb 2020 very soon. After that see price jump down or jump up. easy only, no need gaduh and want win la...budak kecil betul


godcutwin
64 posts

Posted by godcutwin > Dec 10, 2019 6:54 PM | Report Abuse

Drop 3 sen already hu ha hu ha...up 10sen all keep quiet...apa la


i3lurker
1519 posts

Posted by i3lurker > Dec 10, 2019 6:57 PM | Report Abuse

Power Plant IPP agreements are signed worldwide based on

=> Approved Plant Cost and Approved IRR

everything else is secondary


Gem Seeker
2216 posts

Posted by Gem Seeker > Dec 10, 2019 7:04 PM | Report Abuse

Today volume so large. Something fishy


i3lurker
1519 posts

Posted by i3lurker > Dec 10, 2019 7:06 PM | Report Abuse

Sodomy 3.0 coming next change at a cinema near you

thats a major dampener

Posted by Gem Seeker > Dec 10, 2019 7:04 PM | Report Abuse
Today volume so large. Something fishy


VIN3133
355 posts

Posted by VIN3133 > Dec 10, 2019 7:28 PM | Report Abuse

OTB says he has a lot of knowledge on the power plant in Vietnam which is owned by Jaks !!!



Note : OTB visited the power plant together with Jaks's CEO ALP & Mr Koon .

-------------------------------------------------------------------------------
stockraider>Where got many power plant leh ??
U think power very cheap like candy can owned many ah ???

OTB>I believe I know a lot on power plant in Vietnam owned by Jaks.


DK66
2230 posts

Posted by DK66 > Dec 10, 2019 7:59 PM | Report Abuse

The reason why Dato Razali Merican is selling is obvious ..... Just search for his family background.

----------------------------------------
andry_ong the dato merican has 22 millions shares so wait till he finish selling then jaks will sky rocket
10/12/2019 3:06 PM

DragonG The director's Dato Razali Merican is he related to one of the MP?
10/12/2019 3:08 PM

samheong78 The director doesnt have any insider news, so thats why he is selling. He don't know that Jaks potential profit is 300m
10/12/2019 3:12 PM

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

Anyone care to explain....
10/12/2019 3:12 PM


DK66
2230 posts

Posted by DK66 > Dec 10, 2019 8:56 PM | Report Abuse

Amukutty, I started buy call at RM0.50 and made my last buy call below RM0.80. I told everyone "either buy now or don't buy at all"

All I can tell you now is that I m still invested and don't plan to leave anytime soon.

----------------------------
Amukutty DK66 Hi.Can still buy at this price?
10/12/2019 3:31 PM


wesleylwl
8 posts

Posted by wesleylwl > Dec 10, 2019 9:09 PM | Report Abuse

has a brother who's an umno politician?


lawrgan
408 posts

Posted by lawrgan > Dec 10, 2019 9:14 PM | Report Abuse

Sources from an Investment Banker saying Mr KYX is making a come back to Jaks. Sources also revealed that he has accumulated some volume within 1.24 to 1.32 through his nominee accounts.


lawrgan
408 posts

Posted by lawrgan > Dec 10, 2019 9:17 PM | Report Abuse

I think he will issue a BUY call after he has accumulated enough volume. Secretly go in without a single word on JAKS.


Pc Tan
240 posts

Posted by Pc Tan > Dec 10, 2019 9:26 PM | Report Abuse

Is this Mr KYX is KYY brother or relative?


lawrgan
408 posts

Posted by lawrgan > Dec 10, 2019 9:39 PM | Report Abuse

Only Mr Ooi can confirm. Lol


HuatRex
2055 posts

Posted by HuatRex > Dec 10, 2019 11:01 PM | Report Abuse

Lol no need to spread fake news what kyx is coming back.


probability
10746 posts

Posted by probability > Dec 10, 2019 11:40 PM | Report Abuse

https://www.meti.go.jp/meti_lib/report/H29FY/000594.pdf

chapter 9 - Financial, Economic Analysis, and Prospect of Project Funding

will provide very good information on IRR sensitivity to utilization rate, selling price and fuel costs

Table 9-7: EIRR sensitivity analysis results by power selling price

Table 9-9: EIRR sensitivity analysis results by fuel price

Table 9-10: EIRR sensitivity analysis results by operation hours

......................

Fuel price dropped by just 10%, can increase the IRR from 10% to whopping 20%! Appears to me the current fuel price had actually dropped by 50% from their original estimate.

https://markets.businessinsider.com/commodities/coal-price

However, for the BOT contract, what matters most is the Table 9-10

These are perfectly inline with DK66 basis of IRR of 12% at about 6500 hrs/yr. The chart says 12.6% at 6600 hrs.

"my salute to DK66 on his meticulous derivations"


skyjet
226 posts

Posted by skyjet > Dec 10, 2019 11:55 PM | Report Abuse

Just buy Jaks, next year RM 5.


i3lurker
1519 posts

Posted by i3lurker > Dec 11, 2019 7:29 AM | Report Abuse

Only in Malaysia, since Malaysians are different due to skin is green can IPP make super profits.

Ani Arope at Tenaga refused to sign IPP agreement on the basis that it is unfair to the Rakyat and Dr M forced him to resign from Tenaga.
The rest is history and a multi-billionaire many times over was born.
The IPP was signed at 23 sen triple of Tenaga generation costs of 8 sen per kWh

http://www.kinibiz.com/story/issues/94381/how-malaysia’s-first-ipp-was-born.html

For World Bank and Rest of the World (other than Malaysia), there is not much room for super profits.
IPP in Vietnam is very extremely regulated.
Malaysia is the only country in the World where IPP can get super profits.
Just like 1MDB case.

btw World Bank do not finance coal fired plants anymore. Many banks have also stopped.


Sslee
2122 posts

Posted by Sslee > Dec 11, 2019 7:45 AM | Report Abuse

Hahahaha i3lurker,
Many years back when China just open up their economy for foreigner. Many Malaysia companies went in and invest in many BOT for road, bridge , power and etc by providing the capital. Many end up with not much profit because they are forced to sell back to the State run companies when China do not need foreign capital anymore.


Sslee
2122 posts

Posted by Sslee > Dec 11, 2019 8:38 AM | Report Abuse

Dear i3lurker,
http://www.ytlcommunity.com/commnews/shownews.asp?newsid=18513
There is an epiphany in my story,” says Tan Sri Francis Yeoh. “I was 16 and had what seemed like an insurmountable problem so I vowed that whichever God would help me, I would dedicate the rest of my life to Him.?
“I happened to wander around Bukit Bintang and dropped into the Chinese Baptist Church. It was a Friday. I poured out my woes to the priest who comforted me and said not to worry because by Monday my problem would be gone as promised by Jesus Christ.?
“True enough, the miracle happened and my problem vanished on Monday. See, if I had entered a temple, I might have been a staunch Buddhist today. But I believe Jesus Christ directed me towards Him and found me worthy of being His servant.”?
As to what the ‘problem’ was, Yeoh grins, “I am not telling you, maybe I will reveal it in my autobiography.” Being devious and an expert at adding two and two into five, I suspect he asked Jesus to save his father’s company. He was 16 when he offered to drop out of school to work with his father?

So who save Syarikat Pembenaan Yeoh Tiong Lay? Tun Mahathir IPP or KYY’s Mudajaya giving credit facility to Syarikat Pembenaan Yeoh Tiong Lay?

Thank you


i3lurker
1519 posts

Posted by i3lurker > Dec 11, 2019 8:40 AM | Report Abuse

Calvin of Singapore's best friend forever


HuatRex
2055 posts

Posted by HuatRex > Dec 11, 2019 9:07 AM | Report Abuse

Let see how much this counter will drop. Badly manipulated counter.


latuk
475 posts

Posted by latuk > Dec 11, 2019 9:32 AM | Report Abuse

Dun worry. When Jaks rebounds today, there will be a lot of positive comments. The real winners are those who hold, not those who talk 3 talk 4.


latuk
475 posts

Posted by latuk > Dec 11, 2019 9:39 AM | Report Abuse

Principle no. 1: dun listen to these weak holders. Have faith in what u believe it. U make ur money. Let the weak holders eat sour grape.


i3lurker
1519 posts

Posted by i3lurker > Dec 11, 2019 10:10 AM | Report Abuse

in memory of Marie Fredriksson

https://www.youtube.com/watch?v=fOygUPuGpek


caveatemptor2050
90 posts

Posted by caveatemptor2050 > Dec 11, 2019 11:15 AM | Report Abuse

Remember.....
Jack KYY and Jill Tan Kit Peng went up the hill JAKS ....
and came tumbling down..... sold all margin accounts till it reached 40 sen
because of Andy Ang LamPah..... who didnt reveal the truth

Now all are looking at jaks again... this time without Jack and Jill it should move up

But worrying to see the high transactions and the price up and down.
Another tumbling down the hill or will it move UPHILL as per Donovan Nortan?


Suntory
1492 posts

Posted by Suntory > Dec 11, 2019 11:27 AM | Report Abuse

People who keep looking at the pass will fail. People who keep looking into future will succeed because the pass will not repeat and the future will not come twice.


huahtai98
580 posts

Posted by huahtai98 > Dec 11, 2019 12:21 PM | Report Abuse

The market is building a solid launching platform to target 1.48/1.49 soon.....by this Friday?
Haha....just a guess lah


pjseow
510 posts

Posted by pjseow > Dec 11, 2019 12:25 PM | Report Abuse

The votality of Jaks in.the last 3 weeks remind me of Dayang in May and June when prices plunge from the high of 1.60 to a low of less than 90 sen due to " concerns of right issue and poor Q1 result". Those who hold and convinced of the long term potentials of dayang.end up the real winners with more than 100 % gain. Today Jaks dont even.have such "converns" except the 2 IBs low tgt prices. As I.mentioned in my previous comments,the IBs finally upgraded dayang. to 3x of the low tgt price within 5 months once the potentials of dayang was finally realised. The successful right issues turned out to be a plus rather than"concerns".Jaks seems to follow the same path. The real money comes from.the waiting.,patience.and.conviction


Ricky Kiat
1282 posts

Posted by Ricky Kiat > Dec 11, 2019 12:33 PM | Report Abuse

well say bro pjseow.


pjseow
510 posts

Posted by pjseow > Dec 11, 2019 12:36 PM | Report Abuse

The IRR of 12 % come the the horse mouth which is JAK top management. DK66 latest article showed that the IRR can go up to.15.6% if the effective annual operation hrs can go up from.6500 hrs to 7236 hrs as Vinh.Tan PP has demonstrated in last year performance. Assumimg the capital or borrowing.rates.is 6 %, there is at least a net gain of 6 % per annum of the total investment of US 1.868 billion. In fact some of the 1.868 billion investment.are actually.from the profits of the project itself. Therefore the actuall nett IRR is.higher than 6%.


HuatRex
2055 posts

Posted by HuatRex > Dec 11, 2019 12:51 PM | Report Abuse

Wow Iatuk talk like a pro. Please share how much u understand about business/ potential of Jaks or you just put in money after reading those comments in forum?


i3lurker
1519 posts

Posted by i3lurker > Dec 11, 2019 1:01 PM | Report Abuse

HuatRex

I dunno anything about Jaks
I bought because Jaks is a four letter word
Fcuk is also a four letter word, people do it everyday
so I thought Jaks will be in great demand and people also do it everyday.

Hope this answers your questions.
Please do not hesitate to contact and dial 999 for further enquiries..


latuk
475 posts

Posted by latuk > Dec 11, 2019 1:17 PM | Report Abuse

So far, Jaks always rebounds after a consolidation. I dun need too many facts to convince myself. I learn to strengthen my patience as a pre requisite to winning in the market. I am not one who is obsessed with too much micro economics. I accept general macro view of growth potential in IPP and dumb dumb hold.


dailyklse2010
195 posts

Posted by dailyklse2010 > Dec 11, 2019 1:39 PM | Report Abuse

I falled in love with Ms JAKS before read all the comment. Haha


VIN3133
355 posts

Posted by VIN3133 > Dec 11, 2019 1:42 PM | Report Abuse

well said, latuk !!
Just like sifu OTB ( a successful remisier n investor in stock market ), he studied DK66's reliable detailed reports n believes them & invested in Miss Jaks ( now his Miss Universe stock) kaw-kaw & waiting patiently for it to menetup !!
We ride along with the winners !! And leave behind the losers !!
We shall ultimately win big !!

Happy investing !!
-----------------------------------------------------------------------
latuk>So far, Jaks always rebounds after a consolidation. I dun need too many facts to convince myself. I learn to strengthen my patience as a pre requisite to winning in the market. I am not one who is obsessed with too much micro economics. I accept general macro view of growth potential in IPP and dumb dumb hold.
11/12/2019 1:17 PM


OTB
6858 posts

Posted by OTB > Dec 11, 2019 2:00 PM | Report Abuse

Posted by VIN3133 > Dec 11, 2019 1:42 PM | Report Abuse

well said, latuk !!
Just like sifu OTB ( a successful remisier n investor in stock market ), he studied DK66's reliable detailed reports n believes them & invested in Miss Jaks ( now his Miss Universe stock) kaw-kaw & waiting patiently for it to menetup !!

Ans :
Why Jaks is a good investment ?
Please read DK66's reports to justify a buy recommendation.
DK66 already done his homework to justify it.

Why Jaks is not a good investment ?
Please justify your recommendation.
I want to see the report, please show us your study based on facts and figures.
Making a sweeping statement is not based on facts and figures.
If you have materials, show us your report loh !!

You want to convince readers here, Jaks is not a good investment, you need to justify it with all facts and figures.
Sweeping statement cannot convince readers here.


Kelvin Chong
23 posts

Posted by Kelvin Chong > Dec 11, 2019 2:20 PM | Report Abuse

Peer comparison of jaks Hai Duong power plant is Mong duong II, strongly believe that next year earnings will be good. Supported by strong TA

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