Jaks Gearing ratio

>> 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 : 


> FYE2015 : 0.80 X



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


Yinson FY2024 Annual Report:

1.) Loss from net investment Hedge , ( RM 125 million)

2.) Reclassification of changes in fair value of cash flow hedges , ( RM 180 million) .

3.) Interest expenses on Loans n Borrowing = RM 1,118 million.

4.) Treasury shares ( SBB ) : 157,333,000 unit ( 4.94 % , RM 369 million)

5.) Loans n Borrowings :

A.) Sukuk Wakalah : Fixed rate at 5.55 % per annum : RM 1,005 million

B.) Term Loans :

1.) Fixed rate at 12.0 % per annum USD > RM 1,061 million

2.) Fixed rate at 13.88 % per annum USD > RM 1,237 million.

3.) Floating rate vary based on Cost of funds USD > RM 478 million

4.) Floating rate vary based on Secured Overnight Financing Rate USD > RM 10,808 million.

5.) Floating rate vary based on Cost of funds INR > RM 851 million

5.a) INR > RM 141 million

Rate is reset every 5 years .

6.) Revolving Credits

Floating rate vary based on Cost of funds USD > RM 115 million

C.) Unsecured:

7.) Term Loans : Floating rate vary based on Secured Overnight Financing Rate USD > RM 543 million.

8.) Revolving Credits: Floating rate vary based on KLIBOR RM 179 million

9.) Floating rate vary based on Cost of funds RM 101 million.

Hoho as on Yinson hidden risks :

1.) High Debt ..

2.) FPSO Atlanta can be First Oil by end November 2024 ??

3.) Coming QR Forex Loss ??

Posted by Mikecyc > 1 day ago | Report Abuse

Haha as Hoho posted in Pchem that the First time P/B is lower than 1 ( until 0.89 before latest QR is released ) over 10 years … n First QR Loss since Listing due to unrealised Forex Loss is an opportunity for Entry n CutWin …( the only Swing in a long period) …

Posted by Mikecyc > 1 day ago | Report Abuse

Haha Let’s see Yinson FPSO Atlanta can be First Oil by end November after is much delayed…

Posted by Mikecyc > 1 day ago | Report Abuse

Haha yes particularly Yinson is High Risks ….

But not Pchem as Konartist sslleee twisting on the Vietnam Petrochemical plant USD 5.4 billion which is suspended operations after 2 weeks commercial launch due to inefficient operations…

Hoho Pchem latest QR with Huge Loss since Listing due to Unrealised Forex Loss …

Hoho Thats why Yinson is also thirst for New FPSO order as :

FPSO Anna Nery is contributing ard 50 % , on FPSO segment Revenue where as the other 5 Operating FPSO are contributing 50 % ( ie : illustration > each one contributing 10 % only ) .


But Assets on QR ended July 2024 :

Non current contract asset : RM 11,389 m

Current contract asset : RM 544 m

Total Contract asset = RM 11,933 m


Total Loans n Borrowings = RM 19,580 m


USD Loans n Borrowings interest is 12 % n 13.88 % ( AR FY24 )


Question:

Non current Finance lease receivable = RM 8,164 million

Current Finance lease receivable = RM 165 million

> Total Finance lease receivable = RM 8,329
million


Referred Pchem :

> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

👉USD /MYR is depreciated by 12.85 %

>> As at 31/10/2024 4.37901

👉USD /MYR is depreciated by 7.47 %

👉👉Question 1.) How many % of Reduction from Yinson > Total Finance lease receivable = RM 8,329 million

Post removed.Why?

Hoho why Hide … in i3 there is Haha n Hoho whom no respect on Kon n actor …

Post removed.Why?

Hoho beware : VictorYong in Netx n Tunepro Wayang with Kidd Konartist sslleee … Probability aka VictorYong in Hengyuan n Petronm on Crack Spread Wayang with Kidd Konartist sslleee ..

Alibaba aka YongKimFool promoted Lambo planet since 2020 until is Delisted on October 2024 …

👉 As usual will delete own posts ….
—-

JediMaster1
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Post removed.Why?

Pchem short :



21/11/2024 :

RSS : 683,400

IDSS : 124,100

Total Net Short Position:
25,781,898


14 /11/2024 :

RSS : 194,800

IDSS : 0

Total Net Short Position:
26,792,498



5/11/2024 :

RSS : 1,984,000

IDSS : 25,000

Total Net Short Position:
27,562,298


-
4/11/2024 :

RSS : 270,500

Total Net Short Position:
28,193,198

南洋行家论股
国油石化试叩RM5.19/刘礼誉

Tan KW

Publish date: Fri, 22 Nov 2024, 04:15 AM

工业产品板块指数出现触底反弹现象。其中，国油石化（PCHEM ，5183，主板工业产品股）闭市时报收4.83令吉，按日涨26.0仙或5.69%。

另外，双威（SUNWAY，5211，主板工业股）于闭市时报收4.97令吉，按日涨7.0仙或1.43%。

国油石化的日线图处于下跌趋势，但是触碰支撑，超卖讯号出现，股价开始反弹。日线相对强度指数（RSI）处于40.25水平。股价或在短期继续上探5.08至5.19令吉的阻力水平，支撑位置处于4.37至4.53令吉。

Pchem :


Referred QR ended September 2024 :

1.) Cash n cash equivalents/ Bank balances: RM 8,740 million


2.) Loans n Borrowings : RM 3,041 million



-

a) Financial assets

Trade and other receivables 5,724 million

Cash and bank balances 8,740 million

total = 13,429 million


b) Financial liabilities

Loans and borrowings 3,041 million

Trade and other payables 9,624 million

Lease liabilities 1,888 million

total = 14,553 million


a) - b ) = - 1,124 million.


👉 Note : Non Current Lease Liabilities = 1,694 million.

Pchem :


Current Ratio 1.87
Debt-Equity (DE) Ratio 0.44
FCF Yield 1.41 %
Revenue QoQ 3.34 %
Revenue YoY 17.72%
Profit QoQ -201.54 %
Profit YoY -286.08 %
Profit Margin (Sector Median: 5.6) 2.52 %
ROE (ROIC: 4.11) 4.36 %

LCTITAN | LOTTE CHEMICAL TITAN HOLDING BERHAD


Current Ratio 2.04
Debt-Equity (DE) Ratio 0.81
FCF Yield -69.9 %
Revenue QoQ 9.45 %
Revenue YoY -0.77%
Profit QoQ 0.99 %
Profit YoY -343.36 %
Profit Margin (Sector Median: 3.0) -11.47 %
ROE (ROIC: -4.0) -6.29 %

Lotte Chemical's debt-to-equity ratio increased to 75.3% as of the end of the first half of 2024, up from 55.1% at the end of 2023. Industry sources expect the company to continue its asset disposal strategy to improve its financial health.28 Oct 2024

Current Ratio 1.87
Debt-Equity (DE) Ratio 0.44
FCF Yield 1.41 %
Revenue QoQ 3.34 %
Revenue YoY 17.72%
Profit QoQ -201.54 %

Hoho no wander .. Kidd Konartist sslleee Kon gang in Tunepro, Netx , Hengyuan n Petronm .. with Kon gang id surname VictorYong :

Aka Probability in Hengyuan n Petronm .. Crack Spread Wayang .

Today discovered another person with Surname Yong ….during Hoho posting in Yinson.. Kidd Konartist is the Promoter, own claimed FA n TA Guru in Yinson.. why so desperate le ..🤣🤔


👉 JediMaster used Alibaba / Scenery / Jedi1985 to promote Lambo since 2020 ( is delisted on October 2024 ) , will delete own posts .


>Alibaba
kimfooyong

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——

3rd Lies

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





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

吉隆坡21日讯）首相拿督斯里安华自本月9日起一连出访5个国家，整个访问行程的花费，约70%至80%是由随团访问的私人企业承担。

他说，此举符合团结政府一直以来强调的精明管理开销。

他补充，承担有关花费的私人企业，都是那些在当地有生意和投资计划的企业。


安华今日在国会下议院首相问答环节，如是回答公正党双溪大年国会议员道菲佐哈里的提问。

他说，这次有私人企业随团，是通过投资、贸易及工业部长拿督斯里东姑扎夫鲁进行安排。

Hoho >>>

P/B ratio as of November 2024 : 62.0
According to NVIDIA's latest financial reports the company has a price-to-book ratio of 37.4443. The price-to-book ratio is a way to measure how much the stock market thinks a company is worth compared to how much the company says its assets are worth on paper.


Pchem:
P/B 1.03

USD to MYR Chart
-4.23%
(1Y)
US Dollar to Malaysian Ringgit
1 USD = 4.46817 MYR
Nov 21, 2024 at 03:11 UTC

Hoho Repost :

Hoho this is interesting… let’s see coming QR result ended September….an opportunity for Entry or CutWin ???

Referred Pchem :

> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

USD /MYR is depreciated by 12.85 %


>> As at 31/10/2024 4.37901

USD /MYR is depreciated by 7.47 %


>>> As at 8/11/2024 4.38259


Remember Do 3 Own : Own Homework, Own Analysis and Own DecisionS as only you know your Risk level .

DecisionS: is changed Upon new information, new facts n figures.

Hoho interesting le … P/B 0.89 … after latest QR loss … P/B is increased to 0.99 …..

Hoho Pchem latest QR is shown First QR Loss since Listed due to Forex Loss , what Shl be the impact on Yinson coming QR ???

> Yinson FY2024 Annual Report ( ended January 2024 ) :

1.) Loss from net investment Hedge , ( RM 125 million)

2.) Reclassification of changes in fair value of cash flow hedges , ( RM 180 million) .

3.) Interest expenses on Loans n Borrowing = RM 1,118 million.

4.) Treasury shares ( SBB ) : 157,333,000 unit ( 4.94 % , RM 369 million)

—

Referred Pchem :

> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

USD /MYR is depreciated by 12.85 %


>> As at 31/10/2024 4.37901

USD /MYR is depreciated by 7.47 %


>>> As at 8/11/2024 4.38259

Candela P-12, the world’s first electric hydrofoil service is officially in operation!
YouTube · Candela Boats
3 weeks ago
The Candela p12 is the world's first electric hydrofoiling Ferry with a capacity of 30 people.

https://youtu.be/5fqnbskTAjI

Yinson :

QR ended July 2024 :

Segment information : RM million

> For the 6 months period ended July 2024 :

1.) Renewable : Gross Revenue 66 million- Elimination 1 million = 65 million

Results : + 9 million.


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million

3.) Other Operations : Gross Revenue 459 million- Elimination 458 million = 1 million

Results: - 47 million



For the 6 months period ended July2023 :

> 1.) Renewable : Gross Revenue 36 million- Elimination 0 = 36 million

Results : - 5 million


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 379million- Elimination 377 million = 2 million

Results: - 116 million

Hoho as Pchem Latest QR is released… the 1st QR Loss since IPO …due to Unrealised Forex Loss ..

What will happen to Yinson coming QR ( August- September- October) ???

Repost :

Pchem

Hoho this is interesting… let’s see coming QR result ended September….an opportunity for Entry or CutWin ???

Referred Pchem :

> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

USD /MYR is depreciated by 12.85 %


>> As at 31/10/2024 4.37901

USD /MYR is depreciated by 7.47 %


>>> As at 8/11/2024 4.38259

Hoho Kidd Konartist sslleee yr new Kidd is loss naked in Lambo planet ke .. remember to give him the right medicine le …

USD to MYR Chart
+33.42%
(10Y)

USD to MYR Chart
+7.13%
(5Y)

USD to MYR Chart
-2.39%
(2Y)


USD to MYR Chart
-4.43%
(1Y)

Hoho Repost :

Hoho this is interesting… let’s see coming QR result ended September….an opportunity for Entry or CutWin ???

Referred Pchem :

> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

USD /MYR is depreciated by 12.85 %


>> As at 31/10/2024 4.37901

USD /MYR is depreciated by 7.47 %


>>> As at 8/11/2024 4.38259

Hoho 10 years ago China need to maintain 8 % GDP growth to create 10 million new job vacancies …

24 Oct 2024 — China's GDP reached RMB 94,974.6 billion (US$13,004.3 billion) in Q3 2024 economy overview, growing by 4.6% year-on-year.

Hoho Kidd Konartist sslleee why ah after yr Kon gang distanced from u as u play double head 🐍 wayang … now forming the Kidd Kon group ke …🤣🤣🤣

Hoho Half past six Kidd Konartist sslleee Lambo almost like yr Delisted Xingquin le on 2019 … in Shoes business le … 🤣🤣🤣👍


—-
Lambo :

operation of an online sportswear trading platform.

Post removed.Why?

Hoho I am curious why no funding news on FPSO Atlanta until I knew the cost is only US$87.9 million (RM402.36 million).

The First Oil is delayed is much crucial as affecting the FPSO segment Revenue!

Hoho the complexity here is FPSO Atlanta to replace the old one which Operated since 2018 …

Yinson proposes to buy FPSO Atlanta for RM402.36 mil
By Adam Aziz / theedgemalaysia.com
02 Jun 2023, 08:13 pm

KUALA LUMPUR (June 2): Yinson Holdings Bhd is exercising a call option to acquire the entire 100% in floating production, storage and offloading unit (FPSO) Atlanta, which is slated for deployment to offshore Brazil, for up to US$87.9 million (RM402.36 million).
Yinson is buying the entire equity in AFPS BV (AFPS) from Atlanta Field BV (AFBV). AFPS is the owner of the FPSO slated to operate in the Atlanta deep-water field in Santos Basin, under a long-term charter of 15 years — with an optional extension of five more years — from Enauta Group.
Under the terms of the call option, the acquisition will trigger the replacement of an existing two-year operation and maintenance agreement between Enauta and Yinson, with a 15-year time charter O&M agreement.

Hoho looks like the double head 🐍 Kidd Konartist gang are distanced from him :

1.) Stockraider exposed his KonGang aka id Probability ( promoter in Tunepro, Hengyuan n Petronm ) is Victoryong ( in Netx )..


2.) i3lurrker exposed aka id BruceWayne is Psai3alertt ( the best Negative Commentator in Serba forum .. and as Positive commentator in Bplant to support sslleee … Bruce in Jaks as Negative commentator..

>>>
Haha BruceWayne is Psai3alert aka id whom Chase Ppl away with Fuxxk in Hengyuan forum 
 

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

Hoho the Kidd Konartist sslleee ran away from Jtiasa wow …

Hoho the Kidd Konartist sslleee n his Kon gang had tried many ways to prevent Haha posting in Jtiasa… another trick ke … 🤣🤣🤣🤔

Hoho as said call me John …n thanks for yr update on FPSO Atlanta.

You r far better than the Half past six owned claimed FA n TA Guru here ..Kidd Konartist sslleee …

—
Posted by M3T0123 > 42 minutes ago | Report Abuse

Sir JOhn,

2 sources told the same on the first oil date for FPSO Atlanta and stay tuned.

https://www.offshore-energy.biz/out-with-the-old-fpso-after-eight-years-in-with-the-new-one-at-oil-field-offshore-brazil/

https://brazilenergyinsight.com/2024/11/19/brava-energy-production-data-october-2024/

Hoho so weird le one promoter starting twisting … and as usual the Half past Six lazy Kidd Konartist is best in Pretending n Twisting:

Oredi directed the Promotion Wayang in Netx ( 2020 ) .. Insas ( 2021 ) .. Hengyuan n Petronm ( 2022 )

Hoho Konartist still promoting in Petronm recently ke … beware ………

Oh 2024 Wayang in TSH ( Kon gang with aka id as Negative Commentator in TSH against Conartist Callvin to promote Jtiasa… and aka id as Positive Commentator in Jtiasa …..

Hoho no wander is Kidd Konartist sslleee le …😱🤣🤣🤣🤔

Hoho a news article on 2021 rated Next as One of the conn stocks …😱

Hoho Half past six Kidd Konartist sslleee together with Dragonslayer/ Ularsawa and his KonGang .. VictorYong ( aka id Probability in Hengyuan n Petronm , Tunepro ) and Stockraider ( sslleee Abang in Insas PB n WC wayang ) …had promoted Netx on 2020 until early 2021 …

Netx current Price is RM 0.10 ( share consolidation 25 into 1 on September 2020 )

> RM 0.10 / 25 = RM 0.004 … worst than those delisted stocks price !😱😱😱

Netx since 2018 until Today 2024 is still in Loss ….

Fund Raising thru SIS , PP n RI … still not delisted yet …

Post removed.Why?

Jaks :

Hoho further on Jaks .. why no worries le ? As said is the Less Less Risks than Zelan n Capital A as calculated Risks stock with potential to be a Growth stock :

1.) Zelan cutwin on 2021 together with MMC ( mother ) .. during MMC privatisation news .

2.) Capital A : Kidd Konartist sslleee finally said OK recently after ard 2 years as Negative Commentator in Capital A forum .

Jaks CAGR : 3Y 29.9 % TTM. 28.4 %