edkfc, thank you for your compliment

edkfc, thank you for your compliment

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edkfc Dk66..thankyou for another outstanding write up. Although this is a compilation , it comes with a new insight on law of averages .This certainly boost our confidence level to a much higher level . Also , within two year, 40% ownership and with that PE of 15 or more is realistic. Great job !
17/02/2020 1:29 AM

Perhaps the article below can help to answer "can I still buy ?"

Jaks Resources - A More Accurate And Reliable Average Valuation
https://klse.i3investor.com/blogs/Jaks%20resources/2020-02-16-story-h1483823173-Jaks_Resources_A_More_Accurate_And_Reliable_Average_Valuation.jsp

Perhaps the article below can help to answer "Can I still buy at this price ?"

Weigh the upside provided by the article below against your expected downside. Then consider whether current price is worth your risks.

Jaks Resources - A More Accurate And Reliable Average Valuation
https://klse.i3investor.com/blogs/Jaks%20resources/2020-02-16-story-h1483823173-Jaks_Resources_A_More_Accurate_And_Reliable_Average_Valuation.jsp

Taking 50% discount of the RM 5.40 valuation is RM2.70. There is still more than 80% upside from current price.

To say I m one sided is not fair, I have to write off the entire property segment.

qq44 also qqq3 ???

qqq3, you have already answered such kind of question yourself.

qqq3, you have proven that you do not know anything about JHDP.....

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qqq33333333 KHDP is Jaks vehicle.....it is not where the plant is.........
16/02/2020 2:15 PM

Definitely, there is a mechanism to determine the principal business of the company.

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Ng Chian Zhong @DK66, JR is categorize as construction segment stock, however MFCB is utilities stock. Do you think different industrial segmentation would impact on the share price even they are engaged in similar projects? Is there a possibilities where JR switching from construction to utilities segment?
16/02/2020 1:08 PM

Talking bad after disposal is not a respectable behaviour

Jaks will own at least 30% of JV, more than the 20% threshold for equity accounting of JV or associate companies. How can auditors so decide?? qqq3, what is your intention here ??

qqq3 I feel shameful answering you knowing that you purposely downgrading Jaks after you have sold. You used to be super optimistic about Jaks.

10% option is based on cost plus carrying costs.

Jaks currently controls 50% of JHDP with 3 out of 5 board seats. Passive investor ??

is qqq3333333333 qqq3? qqq3 should have read my articles to know the answer

Investor1458, I m glad that you found this article helpful

Armada An Quantum Leap Stock In 2019/2020, I m glad that you like this article.

KLSTK1234 comment reflects the mindset of the general investing public towards Jaks - Lacks of confidence.

The management must take this issue seriously. Investor's confidence must be improved.

I believe Jaks price will hit my first target once the doubts are cleared. There is still a huge pool of investors waiting for green light to buy Jaks.

Anyone thinks this article is useful ?

Please share your thoughts

Jaks Resources - A More Accurate And Reliable Average Valuation

https://klse.i3investor.com/blogs/Jaks%20resources/2020-02-16-story-h1483823173-Jaks_Resources_A_More_Accurate_And_Reliable_Average_Valuation.jsp

Jaks has earlier signed a MOU to acquire a solar farm in vietnam but the deal fell through. I presume the management is still seeking other solar opportunities in Vietnam.

OTB, Thank you for your good effort.

In order to improve share price, you must improve investor's confidence.

In order to improve investor's confidence, the management must improve on transparency and awareness. Without due guidance from the management, analysts will not initiate coverage on the company.

Jaks made huge investment on a power plant in Vietnam which is soon to start commercial operation yet there is very little analyst coverage on the plant. Hence, there is very little investor's interest on the company. That is why Jaks' price continues to remain depressed. This is unfair to the general investing public as those with insider information are able to accumulate at low price.

I hope to see more analyst coverage soon especially on the power plant.

prahadude, please visit my blog. I have written more than a dozen articles on Jaks power plant in Vietnam.

prahadude, Both Mong Duong II and Vinh Tan 1 coal power plants in Vietnam operating under BOT were immediately profitable since COD. I have no reason to believe Jaks Hai Duong power plant will not be immediately profitable after COD.

Unless one can correctly estimate the future earnings of the power plant for the next 25 years, you will never be sure whether the current price is too high even though it is trading at historic high now.

The rational logic is the price will continue to trend higher in the mist of growing optimism and awareness on Jaks due to its power plant achieving commercial operation soon.

The 1200MW power plant is a huge investment project, it won't go unnoticed. It is already the most widely picked stock in the 2020 stock pick competition.

However, I m not implying that it will go up forever, it won't.

The 1200MW power plant is a huge investment project, it won't go unnoticed. It is already the most widely picked stock in the 2020 stock pick competition.

Unless one can correctly estimate the future earnings of the power plant for the next 25 years, you will never be sure whether the current price is too high even though it is trading at historic high now.

The rational logic is the price will continue to trend higher in the mist of growing optimism and awareness on Jaks due to its power plant achieving commercial operation soon.

I m not implying that it will go up forever, it won't.

It is important for the management to take proactive actions in improving transparency and creating awareness. Eg. Active dialog with the analysts and fund managers, keeping its website up to date, and answering minorities queries posted on its website, etc.

I wish to thank OTB for providing me with the correct adjusted price chart of Jaks

ilovekl, travestor, Thank you.

ilovekl, could you elaborate on pre determined by historical chart ? Thanks

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ilovekl But anyway this stock is already pre determine to move up north just a matter of time since stretch back historical chart this period of time is with highest green/buying volume
14/02/2020 10:12 AM

Travestor, is Jaks' weekly chart bullish ?

Most will see the price going up from 0.4 to 1.5 in 12 months as excessive but failed to see that Jaks' price was already 1.84 in Jan 2018. Price trend was distorted due to huge forced selling.

Ramada, you made one round of profit. Hope to see you back on board soon.

Ramada, you sold already ? You were one of the early investors.

I believe many would still be asking this question when the price rally again :D

anytime before end of this month

I had projected a good RM22m PAT for Q4 2019 which is an EPS of RM0.034. Maybe the actual results is better than expected ?

Normally, price rally prior to release of results is an indication of good results

"its make or break for the investors" - This part is certainly true to Jaks

stkstudent, may I invite you to read this article ?
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https://klse.i3investor.com/blogs/Jaks%20resources/2019-09-22-story226058-Jaks_Resources_An_excellent_joint_venture_deal_with_CPECC.jsp

pputeh, you are welcome

PureBULL, thank you
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PureBULL ... Good write-up:
In Nice n easy tone n yet simple n neat, not those super LONG to con everybody n the writer himself.
13/02/2020 3:35 PM

stkstudent, I believe you are wrong.

There is a shareholder agreement between Jaks and CPECC governing everything from the management to the distribution of profit. Jaks secured the power plant, it has the upper hand in the JV negotiation.

Trapper, Thank you for your kind words. I Hope the article is helpful to those still unsure what to do.
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Trapper DK66 your articles are really top class, I really appreciate what you have written on Jaks. Thank you very much.
13/02/2020 3:24 PM

newbie8080, you are welcome

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newbie8080 DK66, though I'm not 100% convinced, the power plant do have some value attached to it.

Yup, bought some between 58-72 cent to be part of my portfolio.

But I do appreciate your write ups since 1 year ago, it helps me to make my investment decision easier.
Thanks and hoping to see you fair value come to pass.

Travestor, right strategy.

First, limit your losses.

This article should not be regarded as a buy call but rather a call for decision making.