Environmentalists that were critical on dams in Mekong River may use this unfortunate happening to justified their previous concerns. Just my thinking.

The authority may likely review the design and construction of dams that may involve some changes and may then have cost and time schedule implications.

I know it is not Don Sahong, just to be aware of what is happening now in Laos due to extreme wet weather conditions, Any way the unlucky dam project not far from Don Sahong and there will be definitely have some effects one way or another.

Just be patient if u r collecting, wait for forced selling to get it cheaper.

Sailang duit pun hilang

Hundreds missing in Laos after hydroelectric dam collapse

Caveat Emptor: Be xtra careful of what u r buying, avoid tips on what to buy etc. or just follow others blindly. Don't blame others when u lose and think u r the clever one when u win !

Valuation just an academic exercise only otherwise all the prof. of finance or valuation are all making tons of money.

At the end of the day the prices that u pay and sell the only thing that really matters. My humble opinion.

Price dropping like some forced selling going on. May be likely prices will drop further, just wait for durian runtuh!!!

Very good and relevant comments qq3. Yes the end of the can u make money, not so much how elegant ur valuation is especially if it is just copy from some one book!

As many new plants to b canceled or review, good for existing IPP plants owner! More out put will be purchased from existing ones.

Most of future in income will be from small hydros, renewable energy in line with new gov emphasis on future source of energy.

Tadmax or Ranhill

The impact should largely borne by Tadmax as it incurred most of the initial cost of development of IPP. Foreign partner will come later on.

The total value loss attributable to Jaks should only be about 51% of RM 50m. The sell down of Jaks was overdone and irrational. On top there is still possibility Jaks may win the case going forward.

New energy policy is putting greater emphasis on renewable energy and as such Gunung will greatly benefit from it

New energy policy putting greater emphasis on renewable energy, so this counter will likely benefit from it.

IPP biz is not only consume huge capital, but in addition has as always has to submit to political and environmental risks even after commissioning of the plants.

Be xtra careful and suspicious of any body boasting his investing performance. Very
unlikely he is doing to help you.

With no VAT of GST, Malaysia don't gain much from foreign tourists, Please remember they also contribute to environmental and social damage to our country although we don't see them in term of dollar and cents

We should do something on single use water and drinks bottles. May be impose a tax on them to discourage use,

Subsidy should be targeted fellow citizen only. Currently all including the rich and even foreigners enjoying it.