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2023-08-30 08:20 | Report Abuse
Hoho little 🐩 🐍sawa so early out from cave barrkking here , too hungry ke …
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2023-08-30 04:42 | Report Abuse
Hoho let’s recap future events that may affect the Price :
1) PRN of 6 states on 12/8
👉 😅 : No Tsunami
2) QR by ard end August . : Good or Bad ??
👉 🙏🙏🙏💪 2QR is better than 1QR ..
3.) August to September 23 : Solar LSS4 Project commissioning .
👉 COD ( commercial operations date ) on 21/8/2023
>> Generate Profit RM 10 million per year with 25 years concession period.
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.
4) October 23 : dateline on Zero Carbon Energy company MOU signed on a Europe Country Solar Project. Will it be success ???
4a) October 23 : Budget Day
5) Jan to Feb 2024 : will Jaks be successful increase Vietnam JV holding from 30 % to 40 % ??
Note : PP extension of time of up to 29 January 2024 .
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2023-08-30 04:32 | Report Abuse
Hoho as posted earlier on a bit study on Insider behaviours of Jaks , Insas , PA , Jkgland , Jaks insider did not enjoy any benefits from RI , with the LTIP shares is issued , time to reap the rewards to max within a Year :
Jaks RI and Warrants
WB : Maturity 13/12/2023. RI at 0.25
Ex price 0.34
52w 0.010 - 0.10
WC : Maturity : 18/11/2025. RI at 0.22
Ex price : 0.49
52w 0.045 - 0.12
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2023-08-30 00:54 | Report Abuse
Hoho referred to Key matters Discussed, the Dividend is issued only after the Vietnam JV company is Audited… Cheat ??? Ho ho ho
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.
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2023-08-30 00:44 | Report Abuse
Remember Do 3 Own : Own Homework, Own Analysis n Own DecisionS as only you know your Risk level .
DecisionS: is changed Upon new information, new facts n figures.
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2023-08-30 00:43 | Report Abuse
28/8 Mon. 0.200 16,963,500 . VWAP 0.196
T+ 1 = 1,840,500 . ( T + 0 = 15,267,000 )
29/8/2023 Tues :
Jaks
12.30 pm : 0.195 VWAP 0.195 Volume : 18,479,600
5.20 pm : 0.195 VWAP 0.195
Volume : 22,763,700
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2023-08-30 00:39 | 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
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2023-08-30 00:38 | Report Abuse
Referred to FY23 , 1 QR ended March 2023 :
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 %
==
👉Referred to FY23 , 2QR ended June 2023 :
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 %
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2023-08-30 00:37 | Report Abuse
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 )
👉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 )
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2023-08-30 00:29 | Report Abuse
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.
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2023-08-29 23:59 | Report Abuse
每周停電4次 電費狂漲 越南外企生產受創
2023年7月24日 4123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。
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2023-08-29 23:57 | Report Abuse
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:
No.
2.
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.
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2023-08-29 23:19 | Report Abuse
Hoho 🐍sawa yg malu je :
Stock: [JAKS]: JAKS RESOURCES BERHAD
3 days ago | Report Abuse
You put question mark meaning you also not sure kah. If like that kira Capex 200mil then return 250mil in 25 yrs leh. Meaning 50mil in 25 yrs tenure. Average pun 2mil per year leh. Belum kira interest need to pay for the capex 200mil leh. Like this mana good return lah. Maybe at the end pun at lost if kira bank interest leh. Haiyoh. Correct?
Posted by Johnchew5 > 5 minutes ago | Report Abuse
Hoho since 🐍sawa is so Kan Cheong keep seeking attention barrking here … what is LSS4 calculated IRRs with :
1) Project Capex ard RM 200 million , with Profit RM 10 million per year with 25 years concession tenure ??
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2023-08-29 23:12 | Report Abuse
Hoho 🐍sawa ,
Hoho 2) Why Insas Repeatedly issued RI to get Money from shareholders to pay bridging Loans ??
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2023-08-29 23:04 | Report Abuse
Posted by Johnchew5 > 1 hour ago | Report Abuse
Hoho a simple Question: If Jaks is anticipated having Cash Flow issues at current Situation, Why Non Current Assets is Keep Increasing Q by Q ….and Gearing Ratio is Decreasing…
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2023-08-29 22:53 | Report Abuse
Hoho Profit RM 10 million per year …
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2023-08-29 22:19 | Report Abuse
Hoho Overdraft is RM 5,028,000 compared to Dec 2022 audited RM 10,935,000 ..
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2023-08-29 21:31 | Report Abuse
Hoho a simple Question: If Jaks is anticipated having Cash Flow issues at current Situation, Why Non Current Assets is Keep Increasing Q by Q ….and Gearing Ratio is Decreasing…
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2023-08-29 21:26 | 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
Stock
2023-08-29 21:23 | Report Abuse
Referred to FY23 , 1 QR ended March 2023 :
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 %
==
👉Referred to FY23 , 2QR ended June 2023 :
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 %
Stock
2023-08-29 20:03 | Report Abuse
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 )
👉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 )
Stock
2023-08-29 19:16 | Report Abuse
Hoho let’s recap future events that may affect the Price :
1) PRN of 6 states on 12/8
👉 😅 : No Tsunami
2) QR by ard end August . : Good or Bad ??
👉 🙏🙏🙏💪 2QR is better than 1QR ..
3.) August to September 23 : Solar LSS4 Project commissioning .
👉 COD ( commercial operations date ) on 21/8/2023
>> Generate Profit RM 10 million per year with 25 years concession period.
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
4) October 23 : dateline on Zero Carbon Energy company MOU signed on a Europe Country Solar Project. Will it be success ???
4a) October 23 : Budget Day
5) Jan to Feb 2024 : will Jaks be successful increase Vietnam JV holding from 30 % to 40 % ??
Stock
2023-08-29 19:12 | Report Abuse
Refer QR ended March 2023 :
Non Current Assets :
PPE. 273,041,000
Investment Properties 594,321,000
Investment in Joint Venture. 829,105,000
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Stock: [JAKS]: JAKS RESOURCES BERHAD
2023-08-30 08:50 |
Post removed.Why?