Hoho id ilsb with name Colgate with aka id Anakular , now aka CucuUlarsawa mau rebut 🐍sawa bisnes ke …hohoho ..

Colgate for hire


Colgate
ilsb
ilsb | Joined since 2012-09-08

From Japan  Investing experience Not Disclosed  Risk profile Moderate
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Posted by Colgate > minutes ago | Report Abuse

I am a professional Shamannn. Who needs my service to vooodooo adversaries, please PM me at i3 messenger. Thank you.

Hoho .. bye …

Hoho .. hope Konartist ssllleee no more support his paid Macai ..🐍..

Hoho .. so fast the what what Bikunfelix888999 posts being deleted by Admin … hohohoho.. hoho

Hoho … I stopped here … hohohoho .. hoho

Hoho finally 🐍sawa kena juga … now is more easier to flag it after the suspension… hohoho


UlarSawa
UlarSawa | Joined since 2020-11-28

Due to repeated abuse posts, this account has been suspended from posting to the i3investor portal until 2024-05-15. Please refer to the Terms and Conditions of Use or Community Standards of this portal.
Investing Experience -

Hoho who said I am resting in Holland ?? The kid ke… still no inform yr older brother Pang72 to defend on Armada case ? Hohoho

Haha yes , sorry on the post due to mistakenly..

Konartist sslleee knew both id .

And I had mentioned both id in TopGlove during against konartist sslleee Macai Ularsxxx n the 20 aka id lead by FortuneBlooming n Coolbull… after TG , the 20 aka id are disappeared as Admin did not allow Aka id to do flag report anymore….

Haha YTLPower got Nvidia , going into AI industry….

Insas got selling Inari ? Sort of selling M& A after RTO listing holding 100 % reduced to 53.7 % …

Haha Ada ke :

Posted by TheContrarian > 1 hour ago | Report Abuse

EPF will swallow up all Insas shares up to 1.30 by end of the day.

MA10 : 0.2045


1.) 1st hurdle BB 20 2 Mid : 0.2067 ( from 0.2145 ) 


2.) 2nd hurdle MA200 : 0.2102 ( from 0.2150) 


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.202 CP : 0.205



👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 4/9 Highest 0.245 …


At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …


3.) 3rd hurdle MA400 ( from 0.27 to 0.25, 25/10/2023 … from 0.25 to 0.245 )


👉 MACD -0.0008 -0.0018 -0.0010

Stoch RSI 33.914 21.953

Today ( 3/5/2023 ) just discovered konartist sslleee: The Lies on HRC ( Hengyuan) :


Sslleee n Probability had been Promoted Petronm n HRC at RM 7.00 with Crack Spread, Crack here Crack there Crack other ppl Pockets …


>> Play Wayang to Buy Low Sell High ..



>>> Very Surprising is found out today Probability is Victor Yong aka id … as they Kacukan Tipu in Tunepro …also in Netx .


Good123 n Victor Promoted Pasukhas also .
Both will deleted own posts …


Hoho Bruce_Wayne aka Psai3alertt aka Mrs.Lim aka Koni3lurkker is in Hengyuan also to defend Hengyuan…


…

Hoho The facts is Konartist sslleee , Koni3lurkker, Psai3alertt, Probability, Mrs.Lim , Bruce_Wayne , Victor Yong , Good123 are a bunch of aka / partner Kon



——-

3rd Lies

Stock: [INSAS]: INSAS BHD
hours ago | Report Abuse


During stock bet : Tunepro 0.45 on 10/3/21 , cut win 0.49 on 12/3/21 after 2 days - Why ? .. Lee aka Victor Yong aka Good123 in Tunepro since Jun 2020. 





>> Lee Posted in Insas on Jan 2022 that sold Tunepro after 2 years ..


-

Hoho Last Debate with Psai3alert in Bplant which Konartist sslleee promoted counter : 

Psai3alertt twisting Jtiasa figures as Bplant figures saying I am wrong , being exposed by me , started bad mouth n disappeared..



Hoho Bruce_Wayne is Psai3alert aka id whom Chase Ppl away with Fuxxk in Hengyuan forum … same as aka Mrs.Lim ..



Probability aka Ori id Victor Yong is Fuxxking ppl out from Petronm whom play Crack Spread Wayang with konartist sslleee .. Beware these Professional kon …

Posted by Johnchew5 > 3 hours ago | Report Abuse

3.) Why Insas keep selling Profitable business ( from AGM 2021 n AGM 2022 ) eg : Singapore business … then RTO M&A from 100 % holding to 53.7 % upon completion..



> > Current Insaf Dividend Yield is 3.05 % … after RTO M&A with 53.7 % .. will be more generous ke or Stingy ke ???

>> Hoho Latest Dividend Yield is reduced, 2.86 % …

——


合盈证券收入减　英莎末季净利暴跌近74%
Orientaldaily Wed, Aug 30, 2023 07:25pm - 5 days



（吉隆坡30日讯）英莎（INSAS，3379，主板金融股）2023财政年末季（6月30日结账）净利按年暴跌73.93%，至3333万令吉；营业额也按年跌13.9%，至4253令吉。
财报透露，末季业绩按年大跌是因为合盈证券企业谘询费用收入减少，以及去年同期脱售联号公司所有股权录得1亿3130万令吉一次性收益，托高了对比基数。


该公司全年净利跌42.95%，至1亿2274万令吉；全年营业额则是2亿1684万令吉，比上年略高0.2%。

SMITH与进出口银行达协议 砂建医用手套厂

2023年10月26日
（民都鲁25日讯）砂拉越医疗创新技术中心（SMITH）与大马进出口银行（EXIM Bank ）达成协议，在砂州建设一间医用手套厂。

该手套厂将坐落在距离民都鲁港约10公里的SEDC Petchem工业园内，工程分两期进行，每期将建设4条生产线，建竣后每月平均产能将达1.04亿只手套。

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Insas


Hoho Cham lo .. lagi ada 👎 B ) Other Operating Expenses = RM 25,842,000 per Quarter… 



No Wander repeatedly issued RI to get money from shareholders to pay bridging loans … 

And Given more than RM 20 million as Staff Expenses after RI …

3.) Why Insas keep selling Profitable business ( from AGM 2021 n AGM 2022 ) eg : Singapore business … then RTO M&A from 100 % holding to 53.7 % upon completion..



> > Current Insaf Dividend Yield is 3.05 % … after RTO M&A with 53.7 % .. will be more generous ke or Stingy ke ???

>> Hoho Latest Dividend Yield is reduced, 2.86 % …

——


合盈证券收入减　英莎末季净利暴跌近74%
Orientaldaily Wed, Aug 30, 2023 07:25pm - 5 days



（吉隆坡30日讯）英莎（INSAS，3379，主板金融股）2023财政年末季（6月30日结账）净利按年暴跌73.93%，至3333万令吉；营业额也按年跌13.9%，至4253令吉。
财报透露，末季业绩按年大跌是因为合盈证券企业谘询费用收入减少，以及去年同期脱售联号公司所有股权录得1亿3130万令吉一次性收益，托高了对比基数。


该公司全年净利跌42.95%，至1亿2274万令吉；全年营业额则是2亿1684万令吉，比上年略高0.2%。

Hoho Shortist manyat rajin dan aktif ..

Total Net Short Positions :


Note : During 2021 .. EPF lent 20 million shares to Shortish…TopGlove utilised RM 1.42 Billion on SBB during 2021 ..


My TopGlove TP Rm3.40 posted on 4/12/2020 at TG price is RM 6.65 …JPM TopGlove TP RM 3.50 on ard 2 weeks later ..TG Price is Below RM 3.40 on September 2021 ..


👉 This round JPM TP RM 0.48 … see see look look Shl take How Long to hit the TP RM 0.48 !!😅😅😅



6/10 : 23,158,634 0.28 %

9/10 : 23,315,634 0.28 %

10/10 : 23,804,534 0.29 %

11/10 : 24,623,934 0.33 %

12/10 : 28,541,134 0.35 %

13/10 : 29,056,934 0.35 %

16/10 : 29,739,634 0.36 %

17/10 : 31,713,234 0.39 %

18/10 : 32,404,534 0.40 %

19/10 : 32,621,834 0.40 %

20/10 : 33, 657,934 0.41 %

23/10 : 34,377,234 0.42 % ( 0.705 - 0.725 ) 👉 wow manyat aktif Kutip lo


24/10 : 34,789,434 0.42 % ( 0.71 - 0.725 )

25/10 : 34,806,634. 0.42 % ( 0.71 - 0.725 )



👉 Hoho Shortist are Accumulating ard what Price Range …

Posted by Johnchew5 > 3 hours ago | Report Abuse

Hoho Cham lo .. lagi ada 👎 B ) Other Operating Expenses = RM 25,842,000 per Quarter… 



No Wander repeatedly issued RI to get money from shareholders to pay bridging loans … 

And Given more than RM 20 million as Staff Expenses after RI …

Per Quarter… if X2 .. X3 .. X4 ? Someone will find out ke ..

osted by Johnchew5 > 3 hours ago | Report Abuse

Refer to QR ended June 2023 : 


A) Administration Expenses = RM 6,917,000 


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 


B ) Other Operating Expenses = RM 25,842,000


👎>>> , just the Administration Expenses = RM 27.67 Million per Year …

BOD remunerations = RM 4.8 million 



🤙Total = RM 32.47 Million per year .🤩



👎 B ) Other Operating Expenses = RM 25,842,000 per Quarter .


Included in Other Operating Expenses are the following items :


a) Allowance for doubtful debts

b) Bad Debts written off

c) Provision for Impairment Loss

e) Goodwill written Off


and other items..

Posted by Johnchew5 > 3 hours ago | Report Abuse

A.) FYE2020 : Revenue = RM 187.5 M , Net Profit = RM 14.8 M


1.) FYE2021 : Revenue = RM216.9 M , Net Profit = RM 245.7 M


2.) FYE2022 : Revenue = RM212.5 M , Net Profit = RM 215.05 M


3.) FYE2023 : Revenue = RM 216.8 M , Net Profit = 122.7 M



👉 FYE2021 n 2022 : Keep selling Profitable Businesses until no more to sell ke ..


👉 Dividend : FYE2021 = 2.0 Sen , FYE2022 = 2.5 Sen .


Wow so stingy to Shareholders le .


So generous to Staff le on 2021 : Staff Expenses is increased more than RM 20 million after RI ..



👉 3.) Why Insaf keep selling Profitable business ( from AGM 2021 n AGM 2022 ) eg : Singapore business …

then RTO M&A from 100 % holding to 53.7 % upon completion.. 



> > Current Insaf Dividend Yield is 3.05 % … after RTO M&A with 53.7 % .. will be more generous ke or Stingy ke ???

—


Why Insas is involved in fashion business? Does not contribute much and is a distraction to management time.


The Company had invested in the Melium Group, which is involved in fashion and F&B businesses, since 1997, and the Company currently holds 43% equity interest in Melium. Insas has representation on the Board and EXCO of Melium and attend all Board and EXCO meetings held regularly during the year but does not get involved in the day-to-day operations.


Refer to QR ended June 2023 :


A) Administration Expenses = RM 6,917,000


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million


B ) Other Operating Expenses = RM 25,842,000 / Quarter


Refer to QR ended June 2023 : 


A) Administration Expenses = RM 6,917,000 


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 


B ) Other Operating Expenses = RM 25,842,000 



>>>, just the Administration Expenses = RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 



Total = RM 32.47 Million per year .🤩

合盈证券收入减　英莎末季净利暴跌近74% 
Orientaldaily Wed, Aug 30, 2023 07:25pm - 5 days 



（吉隆坡30日讯）英莎（INSAS，3379，主板金融股）2023财政年末季（6月30日结账）净利按年暴跌73.93%，至3333万令吉；营业额也按年跌13.9%，至4253令吉。 
财报透露，末季业绩按年大跌是因为合盈证券企业谘询费用收入减少，以及去年同期脱售联号公司所有股权录得1亿3130万令吉一次性收益，托高了对比基数。 


该公司全年净利跌42.95%，至1亿2274万令吉；全年营业额则是2亿1684万令吉，比上年略高0.2%

Post removed.Why?

Hoho no worries at all , this is Open forum .. not yrs Scam close Telegram forum .. Membership fees Rm 100 pun mau main Tippu ..

MA10 : 0.2055


1.) 1st hurdle BB 20 2 Mid : 0.2072 ( from 0.2145 ) 


2.) 2nd hurdle MA200 : 0.2103 ( from 0.2150) 


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.200 CP : 0.200



👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 4/9 Highest 0.245 …


At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …


3.) 3rd hurdle MA400 ( from 0.27 to 0.25, 25/10/2023 … from 0.25 to 0.245 )

👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 4/9 Highest 0.245 …

At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …


3.) 3rd hurdle MA400 ( from 0.27 to 0.25, 25/10/2023 … from 0.25 to 0.245 )

👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 4/9 Highest 0.245 …

At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …


3.) 3rd hurdle MA400 ( from 0.27 to 0.25, 25/10/2023 … from 0.25 to 0.245 )

>> Vietnam Power Plant is a Capital Intensive Project with Value USD 1.87 Billion ( RM 8.6 Billion) .. 




See Jaks insiders had been monitoring n controlling the Gearing Ratio in a Healthy Level : 




1.) FYE2019 : 0.43 X 





2.) FYE2020 : 0.34 X 





3.) Referred to FY23 , 1 QR ended March 2023 : 0.375 X 





4.) Referred to FY23 , 2QR ended June 2023 : 0.362 X 


——- 


👉 Jaks non current asset 




Refer QR ended March 2023 : 




Non Current Assets : 




PPE. 273,041,000 




Investment Properties 594,321,000 




Investment in Joint Venture. 829,105,000 





— 


Refer QR ended June 2023 : 





Non Current Assets : 




PPE. 278,626,000 



Investment Properties 590,929,000 




Investment in Joint Venture. 861,417,000 




=== 



Note : Compared 2QR to 1QR >> 




A) PPE : increased RM 5,585,000 👍 




B) Investment Properties : Decreased RM 3,392,000 👍 





C) Investment in Joint Venture. : Increased RM 32,312,000 👍

Jaks :

> Accumulated Profit : 343,661,000. ( 1QR 324,951,000 ) ( Audited as on December 2022 is RM 310,874 ,000 )

Insas


Refer to QR ended June 2023 : 


A) Administration Expenses = RM 6,917,000 


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 


B ) Other Operating Expenses = RM 25,842,000


👎>>> Sslleee, just the Administration Expenses = RM 27.67 Million per Year …

BOD remunerations = RM 4.8 million 



🤙Total = RM 32.47 Million per year .🤩



👎 B ) Other Operating Expenses = RM 25,842,000 per Quarter .


Included in Other Operating Expenses are the following items :


a) Allowance for doubtful debts

b) Bad Debts written off

c) Provision for Impairment Loss

e) Goodwill written Off


and other items..


Insas


Hoho Cham lo .. lagi ada 👎 B ) Other Operating Expenses = RM 25,842,000 per Quarter… 



No Wander repeatedly issued RI to get money from shareholders to pay bridging loans … 

And Given more than RM 20 million as Staff Expenses after RI …

Hoho Jealouslee r u referring to Insas :


Insas


A.) FYE2020 : Revenue = RM 187.5 M , Net Profit = RM 14.8 M


1.) FYE2021 : Revenue = RM216.9 M , Net Profit = RM 245.7 M


2.) FYE2022 : Revenue = RM212.5 M , Net Profit = RM 215.05 M


3.) FYE2023 : Revenue = RM 216.8 M , Net Profit = 122.7 M



👉 FYE2021 n 2022 : Keep selling Profitable Businesses until no more to sell ke ..


👉 Dividend : FYE2021 = 2.0 Sen , FYE2022 = 2.5 Sen .


Wow so stingy to Shareholders le .


So generous to Staff le on 2021 : Staff Expenses is increased more than RM 20 million after RI ..


—


Why Insas is involved in fashion business? Does not contribute much and is a distraction to management time.


The Company had invested in the Melium Group, which is involved in fashion and F&B businesses, since 1997, and the Company currently holds 43% equity interest in Melium. Insas has representation on the Board and EXCO of Melium and attend all Board and EXCO meetings held regularly during the year but does not get involved in the day-to-day operations.


Refer to QR ended June 2023 :


A) Administration Expenses = RM 6,917,000


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million


B ) Other Operating Expenses = RM 25,842,000 / Quarter


Refer to QR ended June 2023 : 


A) Administration Expenses = RM 6,917,000 


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 


B ) Other Operating Expenses = RM 25,842,000 



>>> Sslleee, just the Administration Expenses = RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 



Total = RM 32.47 Million per year .🤩


===

Insas


Refer to QR ended June 2023 : 


A) Administration Expenses = RM 6,917,000 


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 


B ) Other Operating Expenses = RM 25,842,000


👎>>> Sslleee, just the Administration Expenses = RM 27.67 Million per Year …

BOD remunerations = RM 4.8 million 



🤙Total = RM 32.47 Million per year .🤩



👎 B ) Other Operating Expenses = RM 25,842,000 per Quarter .


Included in Other Operating Expenses are the following items :


a) Allowance for doubtful debts

b) Bad Debts written off

c) Provision for Impairment Loss

e) Goodwill written Off


and other items..

Jaks non current asset


Refer QR ended March 2023 :


Non Current Assets :


PPE. 273,041,000


Investment Properties 594,321,000


Investment in Joint Venture. 829,105,000



—

Refer QR ended June 2023 :



Non Current Assets :


PPE. 278,626,000

Investment Properties 590,929,000

Investment in Joint Venture. 861,417,000


===


Note : Compared 2QR to 1QR >>


A) PPE : increased RM 5,585,000 👍


B) Investment Properties : Decreased RM 3,392,000 👍


C) Investment in Joint Venture. : Increased RM 32,312,000 👍




—

Hoho Jaks got 2 Cash Cow Projects with Commercial Operating Date : 



1) Vietnam Power Plant : January 2021 with 25 concession years tenure . 



2) Local Solar LSS4 Project : August 2023 with 25 concession years tenure .


>>


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


2020 : RM 3.8 million


2021 : RM 140.7 million


2022 : RM 156.2 million , Dividend RM 70.0 million


2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M



___

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million.


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : 1st Half Revenue RM 17.47 million with Net Profit RM 33.19 million.


—-


👉 ROE : 3.21


👉 NTA : RM 0.660


👉 Benjamin Graham number


Square root of 22.5 x ( earning per share ) x ( book value per share )


SR 22.5 x ( 2.12 /100 ) x (1,400,249,000/ 2,370,000,000 )


= SR 0.2818


= RM 0.53

Jaks

Loans Tenure 10 years from Commercial Operating Date : January 2021 until 2030 . So far Any Issues ? The Answer is No . 



The facts is Proven by Vietnam JV company Share of Profit and Dividends since 2021 , 2022 until 2023 1st Half year ( 2 Quarterly) : 



2020 : RM 3.8 million 



2021 : RM 140.7 million 



2022 : RM 156.2 million , Dividend RM 70.0 million 



2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M 




Hoho is Jaks Vietnam JV company facing Collection Issues? The Answer : No


>>

Date : Time :
JAKS RESOURCES BERHAD
Registration No. 200201017985 (585648-T) (Incorporated in Malaysia)
SUMMARY OF KEY MATTERS DISCUSSED
AT THE TWENTIETH ANNUAL GENERAL MEETING OF THE COMPANY
29 June 2022, Wednesday 10.30 a.m.
Set forth below are the Key Matters Discussed:


> What is the current utilization rate of its Vietnam IPP project? How is unexpected increase in overhead cost in Vietnam IPP project affecting its profit margin?


- The availability factor is averaging over 70% in accordance with the PPA.


- 👉 There is no unexpected increase in overheads cost, and in any event of one, we believe it will be passed through to EVN, the off taker.



>> 每周停電4次 電費狂漲 越南外企生產受創
2023年7月24日

（胡誌明市24日訊）越南爆發缺電危機，主要工業區的電力供應連續中斷，當地電子業者表示，每周停電達3到4次，已經嚴重衝擊生產。除了缺電，海防、北寧和同奈等電價也大幅調漲13%至28%，令韓國、歐洲等跨企憂心忡忡，敦促越南解決電力問題。

此外，當地外企還面臨電價飆升問題，越南政府早前將電價大幅調升，以解決國有電力公司虧損。越南平均電價為每千瓦時1826至2444越南盾（約47至49仙），3月份上調13.7%至28.2%，為2017年以來首次出現雙位數調幅.

https://www.chinapress.com.my/?p=3526099

每周停電4次 電費狂漲 越南外企生產受創
2023年7月24日 4129点阅 責任編輯: 財經小編
（胡誌明市24日訊）越南爆發缺電危機，主要工業區的電力供應連續中斷，當地電子業者表示，每周停電達3到4次，已經嚴重衝擊生產。除了缺電，海防、北寧和同奈等電價也大幅調漲13%至28%，令韓國、歐洲等跨企憂心忡忡，敦促越南解決電力問題。

根據韓國媒體《Businesskorea》報導，越南供電狀況惡化，經常停電，加上炎熱和幹旱導致電力需求激增，造成海防、北寧和同奈等主要工業區的電力供應連續中斷。

4家在該地區營運的頂尖韓企坦言，今年至少經曆了一次停電，對於家電、手機和顯示器工廠來說，即使是短期停電也不可避免地擾亂生產。


當地電子行業代表直言，每周停電3到4次，足以對工廠營運造成一定程度的幹擾。盡管各地情況有所不同，據悉工廠正在尋求聯合解決方案應對停電。

由於韓企在越南投資逐漸增多，業者已建議越南政府優先解決電力短缺問題。據韓國統計，去年共有303家韓企在越南設立公司，按年增長30.6%，比中國（194家企業）多出約56%。韓國和越南雙邊貿易額也很大，約882億美元（約4027億令吉）。

另一方面，歐洲化學公司上個月代表歐企向越南政府發出一封正式信函，要求快速解決缺電。越南歐洲商會副會長布夫萊指出，由於連續停電，進入越南的企業遇到重大障礙，必須在失去其作為全球製造中心的功能之前采取措施。

此外，當地外企還面臨電價飆升問題，越南政府早前將電價大幅調升，以解決國有電力公司虧損。越南平均電價為每千瓦時1826至2444越南盾（約47至49仙），3月份上調13.7%至28.2%，為2017年以來首次出現雙位數調幅.

https://www.chinapress.com.my/?p=3526099

Hoho Jaks Shl has Price Competitive advantage with its China partners, n seeing the China Solar panel manufacturer shifting the battleground to Malaysia : 



斥18億雪州設廠 隆基綠能 隆市設亞太總部 
2023年10月17日 3746点阅 責任編輯: 財經小編


（雙文丹17日訊）“中國企業500強”公司、太陽能電池板製造商——隆基綠能科技股份有限公司（LONGi Green Energy Technology）將投資18億令吉在雪蘭莪設廠，並在吉隆坡開設亞太區總部。 




隆基綠能科技副總裁李文學指出，位於雙文丹的140英畝的組件工廠，是公司在大馬半島的首個製造基地，采用了目前光伏行業最先進的技術、工藝和設備，分兩期建設，全部建成後組件產能可達8.8吉瓦（GW）。 



他今日在隆基雙文丹組件工廠第1期項目投產暨第2期項目的開工儀式上說，隨著第1期工程順利投產，第2期工程也隨即啟動。截至目前，雙文丹組件工廠第1期項目已經為當地創造約900個工作崗位，預計未來將會超過2000個工作崗位。 



預期雇用逾2000本地人 



隆基綠能國際製造中心副總裁嚴仕進說，公司將在明年3月之前完成建設4家工廠，屆時將雇用超過2200名大馬工人。 



https://www.chinapress.com.my/?p=3649970

-

Hoho Vietnam PDP8 key sentences that Shl benefits Jaks : 



1.) 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. 



2.) Vietnam also aims to install rooftop solar on half of all office buildings and homes by 2030, ultimately generating up to 189 GW by 2050. In a press release on May 16, 2023, the government stated "[f]rom now until 2025, there is no limit to the capacity of rooftop solar power development provided that the prices are reasonable and the existing transmission network is not overloaded."1. 



👉 Vietnam previously experienced a boom in solar development in 2019 and 2020, but much of the electricity could not be delivered to the grid without transmission and other capacity upgrades. PDP8's planned investments in transmission and distribution infrastructure could alleviate these issues and bolster Vietnam's transition to rely more heavily on renewable energy sources.


👉 In a press release on May 16, 2023, the government stated "[f]rom now until 2025, there is no limit to the capacity of rooftop solar power development provided that the prices are reasonable and the existing transmission network is not overloaded."1.


-

Hoho Jaks is the 1st Company completed the LSS4 Local Solar Project among the 10 companies being awarded.. Commercial Operating Date on August 2023 … 



And also secured another Local Solar Project : 



3.A) This year on 7/8/2023 : 


On Monday, the Energy Commission (EC) announced that a total 563.42MW under the CGPP were awarded to 22 solar power producers. 



👉 With reference to the above, the Company is pleased to enclose the press release in conjunction with the successful bid for a 29.99MW solar photovoltaic project under the Corporate Green Power Program by JAKS Solar Power Sdn Bhd, a wholly owned subsidiary of JAKS, together with its consortium partners, Ann Joo Green Energy Sdn. Bhd. and Fabulous Sunview Sdn. Bhd. 
 

This announcement is dated 9 August 2023.

Jaks non current asset


Refer QR ended March 2023 :


Non Current Assets :


PPE. 273,041,000


Investment Properties 594,321,000


Investment in Joint Venture. 829,105,000



—

Refer QR ended June 2023 :



Non Current Assets :


PPE. 278,626,000

Investment Properties 590,929,000

Investment in Joint Venture. 861,417,000


===


Note : Compared 2QR to 1QR >>


A) PPE : increased RM 5,585,000 👍


B) Investment Properties : Decreased RM 3,392,000 👍


C) Investment in Joint Venture. : Increased RM 32,312,000 👍




—

Hoho Jaks got 2 Cash Cow Projects with Commercial Operating Date : 



1) Vietnam Power Plant : January 2021 with 25 concession years tenure . 



2) Local Solar LSS4 Project : August 2023 with 25 concession years tenure .


>>


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


2020 : RM 3.8 million


2021 : RM 140.7 million


2022 : RM 156.2 million , Dividend RM 70.0 million


2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M



___

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million.


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : 1st Half Revenue RM 17.47 million with Net Profit RM 33.19 million.


—-


👉 ROE : 3.21


👉 NTA : RM 0.660


👉 Benjamin Graham number


Square root of 22.5 x ( earning per share ) x ( book value per share )


SR 22.5 x ( 2.12 /100 ) x (1,400,249,000/ 2,370,000,000 )


= SR 0.2818


= RM 0.53

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.

MA10 : 0.210


1.) 1st hurdle BB 20 2 Mid : 0.2095 Done 


2.) 2nd hurdle MA200 : 0.2136


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


—-

MA10 : 0.2095


1.) 1st hurdle BB 20 2 Mid : 0.2100 


2.) 2nd hurdle MA200 : 0.2132


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.213 CP : 0.215


MA10 : 0.2075


1.) 1st hurdle BB 20 2 Mid : 0.2088


2.) 2nd hurdle MA200 : 0.2107


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.200 CP : 0.200

—

MA10 : 0.2065


1.) 1st hurdle BB 20 2 Mid : 0.2080


2.) 2nd hurdle MA200 : 0.2105


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.200 CP : 0.205



👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 2/9 Highest 0.245 …

At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …

Post removed.Why?

Post removed.Why?

Total Net Short Positions :


Note : During 2021 .. EPF lent 20 million shares to Shortish…TopGlove utilised RM 1.42 Billion on SBB during 2021 ..


My TopGlove TP Rm3.40 posted on 4/12/2020 at TG price is RM 6.65 …JPM TopGlove TP RM 3.50 on ard 2 weeks later ..TG Price is Below RM 3.40 on September 2021 ..


👉 This round JPM TP RM 0.48 … see see look look Shl take How Long to hit the TP RM 0.48 !!😅😅😅



6/10 : 23,158,634 0.28 %

9/10 : 23,315,634 0.28 %

10/10 : 23,804,534 0.29 %

11/10 : 24,623,934 0.33 %

12/10 : 28,541,134 0.35 %

13/10 : 29,056,934 0.35 %

16/10 : 29,739,634 0.36 %

17/10 : 31,713,234 0.39 %

18/10 : 32,404,534 0.40 %

19/10 : 32,621,834 0.40 %

20/10 : 33, 657,934 0.41 %

23/10 : 34,377,234 0.42 % ( 0.705 - 0.725 ) 👉 wow manyat aktif Kutip lo



👉 Hoho Shortist are Accumulating ard what Price Range …

Jaks non current asset


Refer QR ended March 2023 :


Non Current Assets :


PPE. 273,041,000


Investment Properties 594,321,000


Investment in Joint Venture. 829,105,000



—

Refer QR ended June 2023 :



Non Current Assets :


PPE. 278,626,000

Investment Properties 590,929,000

Investment in Joint Venture. 861,417,000


===


Note : Compared 2QR to 1QR >>


A) PPE : increased RM 5,585,000 👍


B) Investment Properties : Decreased RM 3,392,000 👍


C) Investment in Joint Venture. : Increased RM 32,312,000 👍




—

Hoho Jaks got 2 Cash Cow Projects with Commercial Operating Date : 



1) Vietnam Power Plant : January 2021 with 25 concession years tenure . 



2) Local Solar LSS4 Project : August 2023 with 25 concession years tenure .


>>


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


2020 : RM 3.8 million


2021 : RM 140.7 million


2022 : RM 156.2 million , Dividend RM 70.0 million


2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M



___

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million.


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : 1st Half Revenue RM 17.47 million with Net Profit RM 33.19 million.


—-


👉 ROE : 3.21


👉 NTA : RM 0.660


👉 Benjamin Graham number


Square root of 22.5 x ( earning per share ) x ( book value per share )


SR 22.5 x ( 2.12 /100 ) x (1,400,249,000/ 2,370,000,000 )


= SR 0.2818


= RM 0.53

👉 Hoho 3QR Vietnam JV share of Profit be released by November 2023 is looking Good 👍 also .. as the High Temperature issue is Peak from April to July.. n Shortage of Industrial Power Requirements…

Post removed.Why?

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