Johnchew5

Johnchew5 | Joined since 2019-08-18

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2023-09-15 22:48 |

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2023-09-15 22:46 |

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2023-09-15 22:44 |

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2023-09-15 22:43 |

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2023-09-15 22:36 |

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2023-09-15 22:33 |

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2023-09-15 22:26 |

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2023-09-15 22:23 |

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2023-09-15 22:21 | Report Abuse

Hoho Jaks got financial issues ke …

Stock

2023-09-15 22:20 | Report Abuse

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 👍

Stock

2023-09-15 22:20 | Report Abuse

Jaks share of profit


Jaks : Vietnam Power Plant Project BOT 25 years concession tenure. >>


A ) Referred to FY21 Annual Report :


The turnaround to Profitability was mainly from the share of profit in the Vietnam joint venture which amounted to RM 140.7 million in FYE2021 as compared to RM3.8 million in the previous year .



B ) Referred to FY22 Annual Report :


The increase in Profitability arose from the Higher share of Profit from the Vietnam joint venture that rose by 11 % to RM 156.2 million.



And Dividend RM 70.0 million.



C ) Referred to 1st QR ended March 2023 :

Share of Profit in Joint Venture is RM 28,326,000 compared to March 2022 RM 33,936,000.


( Note : from Key Matters Discussed, the reduced Share of Profit is due to increased interest expenses .


D) Referred to 2nd QR ended June 2023 :
Share of Profit in Joint Venture is RM 32,312,000 . Wow really a Cash Cow , 💪.




>> JHDP has been granted the Investment Certificate by the Ministry of Planning and Investment of Vietnam on June 2011 to develop a 2 x 600 MW Coal Fired Thermal Power Plant Project in Phuc Thanh Commune, Kinh Mon District, Hai Duong Province, Vietnam ("Hai Duong BOT Thermal Power Plant"), under the form of Build-Operate-Transfer ("BOT") for 25 years.


>>> Construction of Hai Duong BOT Thermal Power Plant has commenced in the first half of 2016. Hai Duong BOT Thermal Power Plant achieved the commercial operation for its first unit on November 2020, while the commercial operation for the second unit was achieved in January 2021.




👉 Hoho 3QR Vietnam JV share of Profit by November 23 is looking Good 👍 also .. as the High Temperature issue is Peak from April to July.. n Shortage of Industrial Power Requirements…

Stock

2023-09-15 22:19 | Report Abuse

Jaks


Referred to FY23 , 1 QR ended March 2023 :


a) Financial assets


Trade n other receivables 337,839,000


Cash and bank balances 24,102,000



Deposits placed with Banks. 41,630,000




total = 403,571 ,000


b) Financial liabilities


Loans and borrowings 511,117,000


Trade and other payables 477,080,000


Lease liabilities —


total = 988,197,000



a) - b ) = ( 584,626,000 )


—-



Share Capital : 1,074,143,000

Reserves . : 26,200,000


> Accumulated Profit : 324,951,000 ( Audited as on December 2022 is RM 310,874 ,000 )


Non controlling interests : ( 61,658,000 )


Total equity : RM 1,363,636,000





Gearing Ratio : 37.5 % ( 0.375 X )

Financial Cost : ( RM 5,723,000 ) / quarter

—-

Hoho hope the Financial Cost rate is not increasing : 


illustration: 

(5,723,000 ) X 4 / 511,117,000 = 4.48 %




Other Operating, Administrative Expenses :


( RM 14,875,000 ) / quarter



👉Referred to FY23 , 2QR ended June 2023 :


a) Financial assets


Trade n other receivables 356,616,000


Cash and bank balances 21,593 ,000


Deposits placed with Banks. 34,388 ,000


total = 412 ,597,000



b) Financial liabilities


Loans and borrowings 506,599,000


Trade and other payables 484,460,000


Lease liabilities —


total = 991, 059,000



a) - b ) = ( 578,462,000 )


-


Share Capital : 1,098,012,000

Reserves . : 24,909,000


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


Non controlling interests : ( 66,333,000 )


Total equity : RM 1,400,249,000





Gearing Ratio : 36.2 % ( 0.362 X )

Financial Cost : ( RM 6,177,000 ) / quarter

—-

Hoho hope the Financial Cost rate is not increasing : 


illustration: 

( 6,177,000 ) X 4 / 506,599,000 = 4.88 %



Other Operating, Administrative Expenses :


( RM 13,077,000 ) / quarter




—-

Referred to FY23 , 2QR ended June 2023 :


Current Ratio : 636,364,000 / 537,490,000 = 1.18


Compared to 4QR ended Dec 2020 :

Current Ratio : 844,084,000 / 688,763,000 = 1.22


(Hoho with LSS4 Solar Project is completed, commissioned n COD from August 2023 , expected each year generating Profit RM 10 million with concession tenure 25 years … Current Ratio Shl be Improving, 💪..)

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2023-09-15 22:17 |

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2023-09-15 22:14 |

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2023-09-15 22:12 |

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2023-09-15 22:09 |

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2023-09-15 22:07 |

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2023-09-15 22:04 |

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2023-09-15 22:03 |

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2023-09-15 22:02 |

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2023-09-15 22:01 |

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2023-09-15 21:58 |

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2023-09-15 21:58 |

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2023-09-15 21:57 |

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2023-09-15 21:54 |

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2023-09-15 21:53 |

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2023-09-15 21:52 |

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2023-09-15 21:50 |

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2023-09-15 21:49 |

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2023-09-15 21:45 |

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2023-09-15 21:43 |

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2023-09-15 21:43 |

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2023-09-15 21:42 |

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2023-09-15 21:41 |

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2023-09-15 21:39 |

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2023-09-15 21:38 |

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2023-09-15 21:37 |

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2023-09-15 21:33 |

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2023-09-15 21:29 |

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2023-09-15 21:25 |

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2023-09-15 21:22 |

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2023-09-15 17:51 |

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2023-09-15 17:50 | Report Abuse

氣候影響料明年才顯現 棕油需求前景堪憂
2023年9月12日 4009点阅 責任編輯: 財經小編
(吉隆坡12日訊)我國8月份棕油庫存寫下近7個月最高紀錄,盡管艾爾尼諾現象的到來或影響產量進而推高原棕油價格,但分析師認為,有關影響料最快明年次季才顯現,眼前疲軟的需求前景才更令人擔憂。

券商普遍給予種植領域“中立”評級,預計今年的原棕油價格將介於每公噸3500令吉至4000令吉。

馬銀行投銀研究繼續維持2023年原棕油的平均售價預測,即每公噸3700令吉,因為原棕油價格須在短期內保持競爭力,以在下半年產出複蘇之際刺激需求。

https://www.chinapress.com.my/?p=3602267

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2023-09-15 17:43 |

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2023-09-15 17:33 | Report Abuse

14/9/2023 Thursday


T+ 2 = 5,909,000


12.30 pm : 0.205 VWAP : 0.205
Volume : 5,447,700



5.30 pm : 0.210 VWAP 0.206
 Volume : 9,084,400



Daily Range : 0.200 —- 0.210



===

15/ 9/2023 Friday


T+ 1 = 1,746,400


12.30 pm : 0.210 VWAP : 0.207
Volume : 4,625,900


5.30 pm : 0.205 VWAP 0.206
 Volume : 16,129,000



Daily Range : 0.205 —- 0.210

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2023-09-15 17:28 |

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2023-09-15 17:22 |

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2023-09-15 17:18 |

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2023-09-15 16:53 |

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2023-09-15 16:42 |

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