Johnchew5

Johnchew5 | Joined since 2019-08-18

Investing Experience -
Risk Profile -

Followers

10

Following

0

Blog Posts

0

Threads

11,780

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
11,780
Past 30 days
122
Past 7 days
0
Today
0

User Comments
Stock
Stock

2024-09-02 14:27 | Report Abuse

C.) CGPP 30MW Solar project is awarded on August 2023 … COD is scheduled by 2025 .

Stock

2024-09-02 14:26 | Report Abuse

Jaks Free Cash Flow by Quarterly :

30/9/2023 :

Free Cash Flow : + 6.21 million
Free Cash Flow Growth : + 146.08 million

31/12/2023 :


Free Cash Flow : + 61.48 million
Free Cash Flow Growth : + 889.59 million


31/3/2024 :


Free Cash Flow : - 37.79 million
Free Cash Flow Growth : - 161.47 million



30/6/2024 :

Free Cash Flow : - 11.96 million
Free Cash Flow Growth : + 68.34 million



>>>

Jaks Free Cash Flow by Yearly :

31/12/2021 :

Free Cash Flow : - 28.17 million
Free Cash Flow Growth : + 34.28 million


31/12/2022 :

Free Cash Flow : - 171.22 million
Free Cash Flow Growth : - 507.73 million



31/12/2023 :

Free Cash Flow : + 3.78 million
Free Cash Flow Growth : + 102.21 million

Stock

2024-09-02 11:32 |

Post removed.Why?

Stock

2024-09-02 11:19 |

Post removed.Why?

Stock

2024-09-02 11:04 | Report Abuse

Jaks

Referred QR ended June 2024 on key points:

Selling n Distribution expenses & Other operating, administrative expenses = RM 17,492,000 .

(Note : there are ard 600 employees in Vietnam Joint Venture Power Plant 1200 MW on 2022 )

Operating Loss after Finance Cost = ( 17,291,000 )

👉Share of Profits in Joint Venture = 21,331,000

> PBT = 4,040,000

> PAT = 3,932,000


Total Comprehensive Income = RM 3,932,000


👉👉Net Profit to Owners of the Company = RM 8,422,000.

Stock

2024-09-02 10:10 |

Post removed.Why?

Stock

2024-09-02 08:02 |

Post removed.Why?

Stock

2024-09-02 07:53 |

Post removed.Why?

Stock

2024-09-02 07:47 |

Post removed.Why?

Stock

2024-09-02 07:43 | Report Abuse

4.) Waves 4 : Disposal of assets / down stream business like Armada during FPSO Kraken is delayed on 1st oil for fund raising.
Later sold FPSO Claire .

Armada :
Debt-Equity (DE) Ratio 0.93
FCF Yield 8.57 %

Yinson :
Debt-Equity (DE) Ratio 2.27
FCF Yield -9.69 %


Armada : latest payout Dividend on FY2015 .. then no more Dividend until today .

Stock

2024-09-02 07:17 | Report Abuse

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



2020 : RM 3.8 million ( 1 Power Plant is COD on Nov 2020 ) 




2021 : RM 140.7 million ( The 2nd Power Plant is COD on January 2021 ) . 




2022 : RM 156.2 million , Dividend RM 70.0 million 




2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M , 3QR = RM 35.862 M , 4QR = RM 34.503 M plus Dividend RM 27.386 M 


2023 : RM 131 million , Dividend RM 27.385 million 




Total Share of Profit = RM 431.703 Million 



Total Dividend = RM 97.386 Million 



Total = RM 529.089 Million 



> Share of Profit in QR ended March 2024 = 
RM 32.384 million 



>> G. Total = RM 561.463 million



👉 Share of Profit in QR ended June 2024 = RM 21.331 million


Dividend = RM 14.207 million


>> G.Total = RM 597 million.

Stock

2024-09-02 07:13 | Report Abuse

Jaks

Investment in Joint Venture:

QR ended

> March 2016 = 128,297,000

> March 2019 = 197,171,000

> March 2020 = 362,479,000

> March 2021 = 601,150,000
( note : Profit from Construction of the Power Plant is ard RM 400 Million .. Final COD on January 2021 )

> March 2022 = 748,656,000

> March 2023 = 829,105,000

> September 2023 = 897,378,000

> December 2023 = 904,495,000

> March 2024 = 936,836,000

> June 2024 = 943 ,960,000

Stock

2024-09-02 07:12 | Report Abuse

>> Vietnam Power Plant is a Capital Intensive Project with Value USD 1.87 Billion ( RM 8.7 Billion) .. 
Construction is started on 2016 , 2 unit Power Plant final COD on January 2021 :

Jaks Gearing Ratio :


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 



5.) Referred to FY23 , 3QR ended September 2023 : 0.352 X


6.) Referred to FY23 , 4QR ended December 2023 : 0.350 X


7.) 1QR ended March 2024 :

Gearing Ratio = 0.293X 


8.) 2QR ended June 2024 :

Gearing Ratio = 0.303X


Stock

2024-09-02 07:11 |

Post removed.Why?

Stock

2024-08-31 22:36 |

Post removed.Why?

Stock

2024-08-31 22:25 |

Post removed.Why?

Stock

2024-08-31 18:17 |

Post removed.Why?

Stock

2024-08-31 18:14 |

Post removed.Why?

Stock

2024-08-31 18:08 |

Post removed.Why?

Stock

2024-08-31 16:09 |

Post removed.Why?

Stock

2024-08-31 14:53 |

Post removed.Why?

Stock

2024-08-31 13:53 |

Post removed.Why?

Stock

2024-08-31 13:51 |

Post removed.Why?

Stock

2024-08-31 13:46 |

Post removed.Why?

Stock

2024-08-31 12:00 | Report Abuse

DAILY TRADING PARTICIPATION

PARTICIPATION PARTICIPATION % BOUGHT (RM MIL) SOLD (RM MIL) NET (RM MIL)
Foreign 41.03 1,765 1,491 274
Local Institution 41.73 1,506 1,806 -300
Local Retail 17.24 697 671 26
Total 100.00 3,969 3,969 0
As at 29 August 2024

Stock

2024-08-31 11:49 |

Post removed.Why?

Stock

2024-08-31 11:47 | Report Abuse

KUALA LUMPUR (July 2): The Ministry of Plantation and Commodities will propose under Budget 2025 to channel a portion of the existing windfall tax on the palm industry to levy-paying planters for replanting.

The current windfall levy formula is impractical due to the sharp rise in costs, Plantation and Commodities Minister Datuk Seri Johari Abdul Ghani acknowledged. One of the ministry's priorities is to review the windfall levy, he said.

"The cost used to be RM1,800 to produce one tonne of palm oil; now it has gone up to RM2,800-RM3,000, depending on the plantation size.

Stock

2024-08-31 11:34 |

Post removed.Why?

Stock

2024-08-31 11:22 |

Post removed.Why?

Stock

2024-08-31 11:12 |

Post removed.Why?

Stock

2024-08-31 11:06 |

Post removed.Why?

Stock

2024-08-31 10:55 |

Post removed.Why?

Stock

2024-08-31 10:45 |

Post removed.Why?

Stock

2024-08-31 10:45 |

Post removed.Why?

Stock

2024-08-31 10:45 |

Post removed.Why?

Stock

2024-08-31 10:44 |

Post removed.Why?

Stock

2024-08-31 10:44 |

Post removed.Why?

Stock

2024-08-31 00:18 |

Post removed.Why?

Stock

2024-08-31 00:08 |

Post removed.Why?

Stock

2024-08-31 00:01 |

Post removed.Why?

Stock

2024-08-30 23:54 |

Post removed.Why?

Stock

2024-08-30 23:51 |

Post removed.Why?

Stock

2024-08-30 23:45 |

Post removed.Why?

Stock

2024-08-30 21:27 |

Post removed.Why?

Stock

2024-08-30 21:26 |

Post removed.Why?

Stock

2024-08-30 21:18 |

Post removed.Why?

Stock

2024-08-30 21:11 |

Post removed.Why?

Stock

2024-08-30 21:09 |

Post removed.Why?

Stock

2024-08-30 20:59 |

Post removed.Why?