Mikecyc

Mikecyc | Joined since 2019-07-05

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Stock

2024-03-04 08:50 |

Post removed.Why?

Stock

2024-03-04 08:49 | Report Abuse

Haha why Mr.KY2 see the value in Jaks and intended to take over during 2017/2018 ( with 150 million shares , ard 30 % , note : a disaster to both ) ..

1.) From Vietnam Power Plant EPC .. Jaks is estimated will Profit RM 400 million n used it to invest for the 30 % of Vietnam Joint Venture..

Jaks investment in the 30 % Vietnam Joint Venture =

👉 Rm 200 million Cash + Rm 400 million ( EPC Profit ) = RM 600 million ..

>>
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

👉 Grand Total = RM 529.089 Million

Jaks investment in 30 % Vietnam joint venture Shl be payback in 2024 .. that is from 2021 to 2024 …4 years .. faster than the initial IRR calculation payback :

👉 按照购电协议,电力售价将随原料价格波动。意味着业务盈利贡献获得保证。Jaks管理层曾透露内部回酬IRR介于12%,PAYBACK PERIOD为8至9年

Stock

2024-03-04 08:15 | Report Abuse

Haha She just Twisting ard la , bet here bet there with her failure life ..worthless life …

Posted by Felix888999 > 2 minutes ago | Report Abuse

Auntie Huang I still waiting for your answer that bullshit TP 2.00 for PMCorp. Don't avoid my question, answer it.

Stock

2024-03-04 08:12 | Report Abuse

Haha She just Twisting ard la , bet here bet there with her failure life ..worthless life …

Posted by Felix888999 > 2 minutes ago | Report Abuse

Auntie Huang I still waiting for your answer that bullshit TP 2.00 for PMCorp. Don't avoid my question, answer it.

Stock

2024-03-04 08:10 | Report Abuse

Haha no worries at all .. as said Jaks Shl be a Growth stock … Mr.KY2 see the Value n intended to take over with 150 million shares ( Choivo Capital posted is 30 % , NOSH is ard 483 million share ) during 2917/2018 case ..

And this intention is a disaster to both ..

Stock

2024-03-04 08:03 |

Post removed.Why?

Stock

2024-03-04 07:59 | Report Abuse

Haha still a Loser day dreaming… Time is proven you r a Tin Kosong and a Liar .. 2013 to 2024 …

Posted by MrHuangBK > 4 minutes ago | Report Abuse

Hahaha.. Auntie Felicia

Go back 2013 and find PMcorp intrinsic value.

Don’t be lazy

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2024-03-04 07:57 |

Post removed.Why?

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2024-03-04 07:56 |

Post removed.Why?

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2024-03-04 07:42 |

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2024-03-04 07:29 |

Post removed.Why?

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2024-03-03 19:59 |

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2024-03-03 19:48 | Report Abuse

Haha on Mr.KY2 intentions to take over with 150 million shares ( Chivo Capital posted is 30 % ) during 2017 / 2018 case , there is RI in Warrant B is issued on 2018 … expired on December 2023 ..

Mr.ky2 Loss ard 89 % of his Capital due to Margin Call …


Posted by MrFox > 1 hour ago | Report Abuse

Haha as for Jaks case study .. since 2019 Jaks is improving on its Financial Balance Sheets .
and the price is sliding down!!!!!
lauff me die!!!!!
haha

Stock

2024-03-03 19:25 | Report Abuse

Jaks

Investment in Joint Venture:

( & PPE )

QR ended

> March 2016 = 128,297,000

( PPE = 19,269,000 )

> March 2019 = 197,171,000

> March 2020 = 362,479,000

> March 2021 = 601,150,000

> March 2022 = 748,656,000

> March 2023 = 829,105,000

( PPE = 273,041,000 )

> September 2023 = 897,378,000

( PPE = 299,238,000 )


> December 2023 = 904,495,000

( PPE = 296,599,000 )


—-

👉
2QR ended June 2023 :


Reserves . : 24,909,000


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

Gearing Ratio : 0.362X


>> Accumulated Profit on 3QR ended September 2023 : 350,327,000

Gearing Ratio : 3QR ended September 2023 : 0.352 X

👉 >> Accumulated Profit on 4QR ended December 2023 : 348,126,009

Gearing Ratio : 4QR ended December 2023 : 0.350 X

Stock

2024-03-03 19:07 | Report Abuse

Haha what a blowing n Kon life of yrs ..🤣🤣🤣

Haha only those with animal name : Fox la , Demusang la , became a 🐶 la , hibernated in Animal cave la ..

Posted by PureBULL ... > 1 minute ago | Report Abuse

ZERO is the likely Certainty.

we wish u never take ur tikus life.,.

Stock

2024-03-03 19:04 |

Post removed.Why?

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2024-03-03 18:58 | Report Abuse

Haha for me , Jaks Shl be eventually a Growth stock …

Stock

2024-03-03 18:55 | Report Abuse

Haha why worries le .. yr PMCORP from 2013 to 2024 is Loss at Least 35 %

Posted by Huangbk72 > 1 minute ago | Report Abuse

Hahaha

lazy to read all your posts.. all gibberish

Everyone tells me you lost badly in those stocks. That i cannot confirm

What I can confirm.. U will lose in Jaks 😂😂😂

Stock

2024-03-03 18:53 | Report Abuse

Haha on PA again … I am posted earlier also after study Insider behaviour in Jaks ….

I had cancelled also PA case study as the Insider n ex Chairman are benefited from Warrant conversion: ex price RM 0.12 …

And new issues of Esos …

Stock

2024-03-03 18:49 | Report Abuse

Haha I had posted earlier I had cancelled the planned case study Jkgland on early 2024 as information that the Bos might involve in a RM 4.5 billion car rental services to gov case …

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2024-03-03 18:45 |

Post removed.Why?

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2024-03-03 18:42 |

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2024-03-03 18:36 | Report Abuse

Haha don’t be lazy , do own homework!!!

Posted by Huangbk72 > 7 minutes ago | Report Abuse

Huh Miketikus

U forgot to update with latest QR

Bad promo materials 😂😂😂

Stock

2024-03-03 18:32 |

Post removed.Why?

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2024-03-03 18:28 |

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2024-03-03 18:26 | 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


===


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 👍

—-

Refer 3QR ended September 2023 :



Non Current Assets :


PPE. 299,238,000

Investment Properties 587,546,000

Investment in Joint Venture. 897,378,000

—-

Refer 4QR ended December 2023 :



Non Current Assets :


PPE. 296,599,000

Investment Properties 584,206,000

Investment in Joint Venture. 904,495,000



——

2QR ended June 2023 :


Reserves . : 24,909,000


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

Gearing Ratio : 0.362X


>> Accumulated Profit on 3QR ended September 2023 : 350,327,000

》〉Accumulated Profit on 4QR ended December 2023 : 348,126,000

Deposit placed with licensed banks = 22,222,000

Cash and Bank balances = 41,929,000

Stock

2024-03-03 18:24 |

Post removed.Why?

Stock

2024-03-03 18:21 | Report Abuse

Jaks

Investment in Joint Venture:

( & PPE )

QR ended

> March 2016 = 128,297,000

( PPE = 19,269,000 )

> March 2019 = 197,171,000

> March 2020 = 362,479,000

> March 2021 = 601,150,000

> March 2022 = 748,656,000

> March 2023 = 829,105,000

( PPE = 273,041,000 )

> September 2023 = 897,378,000

( PPE = 299,238,000 )


—-

👉
2QR ended June 2023 :


Reserves . : 24,909,000


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

Gearing Ratio : 0.362X


>> Accumulated Profit on 3QR ended September 2023 : 350,327,000

Gearing Ratio : 3QR ended September 2023 : 0.352 X

Stock

2024-03-03 18:19 | Report Abuse

Haha as for Jaks case study .. since 2019 Jaks is improving on its Financial Balance Sheets .

4QR ended December 2023 is Loss RM 24.8 million due to Local Construction is Loss Over RM 60 million.. in Impairment of Goodwill and Impairment of Receivables…

Jaks Insider said local construction projects is in final stage completion ..

Stock

2024-03-03 18:06 | Report Abuse

Haha PureBull still boolShitting ke .. need to repeat ke …

Remember you blowing how Good you are with Reference to yr TopGlove post on 7/12/2020 .. I read the content but is Opposite of what you Blowing ..

I can remember as I am the one posted Top Glove Target Price RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .

And I am posted the study of local 7 Nitrile Gloves companies Demand vs Supply on August 2020 that Supply will fulfil Demand in 12 months …

Stock

2024-03-03 17:49 |

Post removed.Why?

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2024-03-03 16:21 |

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2024-03-03 14:33 |

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2024-03-03 14:29 |

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2024-03-03 14:28 |

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2024-03-03 10:46 |

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2024-03-03 10:44 |

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Stock

2024-03-03 09:53 | Report Abuse

Jaks

Investment in Joint Venture:

( & PPE )

QR ended

> March 2016 = 128,297,000

( PPE = 19,269,000 )

> March 2019 = 197,171,000

> March 2020 = 362,479,000

> March 2021 = 601,150,000

> March 2022 = 748,656,000

> March 2023 = 829,105,000

( PPE = 273,041,000 )

> September 2023 = 897,378,000

( PPE = 299,238,000 )


—-

👉
2QR ended June 2023 :


Reserves . : 24,909,000


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

Gearing Ratio : 0.362X


>> Accumulated Profit on 3QR ended September 2023 : 350,327,000

Gearing Ratio : 3QR ended September 2023 : 0.352 X

Stock

2024-03-03 09:47 | Report Abuse

Jaks

Haha recalled the Gap up on ard 1/9/2023 from RM 0.205 to RM 0.245 … Why stopped at RM 0.245 ? 




👉As during the 2017/ 2018 Mr.KY2 case intention to take over ( Choivo Capital posted is holding 30 % , 150 million Jaks share ) there is RI issued in Warrant B with issue price RM 0.25 is issued on 2018 . 



And the expiry Date : 



>> The Board of Directors of JAKS wishes to announce that the last date and time for the exercise of the Company’s Warrants 2018/2023 is Wednesday, 13 December 2023 at 5.00 p.m. ("Expiry Date"). 




👉 After the Warrant B is Expired and the Insiders are compensated with LTIP … it is time to look at 2nd RI at RM 0.22 with Warrant C ….issued on 2020 , Ex price RM 0.49…


👉👉👉 Illustration : 525,564,900 outstanding Warrants C are EX . ( Initial is 646 ,036,652 )

X 0.49 = 257.5 million


Maturity 2025-11-18

Stock

2024-03-03 09:42 | Report Abuse

Haha Jaks power plant still has 16 years to be 20 years old …

Stock

2024-03-03 09:40 | Report Abuse

Alert
29 May 2023

Vietnam Approves Power Development Plan for Cleaner Fuels

Coal
Although PDP8 does not call for immediate reductions in Vietnam's reliance on coal, coal would become a smaller share of the total energy mix by 2030. In 2020, total capacity of coal-fired power plants was 21.38 GW (30.8%) of the energy mix. By 2030, Vietnam plans to increase this to 30.13 GW, but this would reduce its share to 20% of planned energy capacity.

👉👉After 2030, Vietnam would not develop any new coal-fired power plants, and active plants that are 20 years or older will begin transitioning to biomass or ammonia. Plants over 40 years old that cannot achieve this fuel switch will be retired.

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2024-03-03 09:39 |

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2024-03-03 09:37 |

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2024-03-03 09:33 | Report Abuse

Haha no worries at all on Capital A .. still had Paper Gain 17 % .. debated more than a year ago with sslleee in Capital A .. even thanks him on his posted figures.. but later debated found is a Kon figure.. I said if not dropped below RM 0.56 is OK …

The lowest is RM 0.56 … cheers ..

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2024-03-03 09:27 |

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2024-03-03 09:20 |

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2024-03-03 09:16 |

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2024-03-03 09:14 |

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2024-03-03 09:06 |

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2024-03-03 08:59 | Report Abuse

Haha as said 4 QR is Loss over RM 60 million due to local construction Projects : Impairment of Goodwill + Impairment of Receivables… ( Impairment of Receivables can be reversal , same like 4QR Impairment provisions on Property is reversal more than RM 15 million..