Haha correction: said refer to your TopGlove posted dated 7/12/2020 is

Haha ya lo no need to know FA or…

Most importantly you can Twist lo like Pure Bull posted said refer to your TopGlove posted daily dated 7/12/2020 is Opposite of what you said ..

I can remember as my TopGlove Target Price RM 3.40 is posted on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 ..

Repost partially:

CEO洪南坡在2011年下了一个胆大包天的赌注，在世界面对金融风暴时刻，啃下一个陌生领域而且需要庞大资金的巨大BOT模式燃煤电厂工程。当时越南高速经济成长造成严重电力短缺，以至越南政府颁发了多个发电厂工程。因为资金需求庞大，大型的燃煤电厂工程都以BOT模式颁发了给外资企业。当时便有3个类似燃煤电厂供外企竞标。Mong Duong燃煤电厂是颁发给美国的AES Corporation (51%), Posco Energy (30%) and China Investment Corporation (19%)， 越南永新燃煤电厂一期BOT项目是由中国南方电网有限责任公司（55%）、中国电力国际有限公司（40%）和越南煤炭集团电力有限公司（5%）共同投资。而越南海阳燃煤电厂项目则颁给Jaks。CEO洪南坡被访问时表示去越南本意是寻找内行的水务工程，可机缘巧合发现越南严重缺电，所以竞标陌生的燃煤电厂工程。

可看到得标者个个都是几百亿市值，财力雄厚，经验丰富的跨国集团。何以势单力薄的Jaks也会得标 ？也许当时正处金融风暴而且项目多，竞标者少。

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Haha Jaks insider oredi Mentioned LSS4 project Shl improved the Cash Flow with Profit RM 10 million per year ..

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Haha Why Insas investment is so Bad :

1) Omesti
2) Ho Hup
3) Divfex
4) Fashion company..

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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.

Haha do study TA also …

Haha along the years from 2016 to 2023
Jaks had been strengthening its Non Current Assets: maybe 2 reasons >>’

1) Projects size is getting bigger , need a sizeable Account Balance Sheet ..

2.) 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.Kyy case , there is Warrant 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 is Expired and the Insiders are compensated with LTIP … it is time to look at 2nd RI at RM 0.22 with Warrant ….issued on 2020 .

Jaks Shl be from Bottom to Uptrend …

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

—

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

Haha Jaks got 2 Cash Cow Projects with Commercial Operating Date : 



1) Vietnam Power Plant : January 2021 with 25 concession years tenure . 



2) Local Solar LSS4 Project : 21 August 2023 with 25 concession years tenure .


>>


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



___

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million.


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : 1st Half Revenue RM 17.47 million with Net Profit RM 33.19 million.


>>👉 1QR is Profit RM 14.08 million , 2QR is Profit RM 19.11 million , 3QR is Rm 7.15 million…

>> pOther potential winners will be asset owners of past LSS rounds, given their track records. Previous winners include Advancecon Holdings Bhd, Ranhill Utilities Bhd, Uzma Bhd, JAKS Resources Bhd, Gopeng Bhd and TNB," RHB Research.

👉Haha on LSS4 Project … Jaks is ahead of Schedule by abt 4 months , COD on 21 August 2023 .. among the 1st to be COD ….

Copy n Paste Partially :

Latest LSS, NEM programmes may translate into EPCC jobs worth up to RM8.4b, say analysts
NST Tue, Jan 30, 2024 08:08am - Yesterday

KUALA LUMPUR: Malaysia's power sector is flushed with a strong visibility of renewable energy (RE) pipeline under the latest large scale solar (LSS) and net energy metering (NEM) programmes over the next 12-24 months.

Analysts estimate that the latest large scale solar (LSS) and NEM programmes will translate into RM7.2 billion-RM8.4 billion worth of engineering, procurement, construction and commissioning (EPCC) jobs.

Last week, Energy Transition and Public Utilities Minister Datuk Seri Fadillah Yusof announced a cumulative 2.8 gigawatts (GW) of new RE quotas.

In our view, the key highlight was the comeback of LSS5 with a significantly larger quota size of 2GW (2.4 times larger than LSS4 awards).

"We are conservatively estimating solar EPCC opportunities of about RM7 billion from the LSS5 programme," it said in a note.

Quota awards for LSS5 could come in the first half of 2025 with EPCC contracts to be formalised thereafter, HLIB said,

"It is unclear if foreign participation limits will still be in place as it was with LSS4 considering the increased scale. Nevertheless, we reckon with panel prices continuing to decline (US$11 cents per watt) bid tariffs could reach a new low," it said.

Meanwhile, RHB Research identified EPCC solar players to benefit from the Integrated Clean Energy programme as it will inject a potential RM5 billion worth of contract opportunities.

Key beneficiaries included Solarvest, Samaiden, Sunway Group and Pekat Group.

Reservoir Link Energy Bhd stands to benefit from sub-contracting jobs and more mounting structure orders.

"With the allocation to a single developer of up to 500MW, we believe this will attract more established players with strong war chests such as TNB and Petroliam Nasional Bhd/Gentari to participate more aggressively.

"Other potential winners will be asset owners of past LSS rounds, given their track records. Previous winners include Advancecon Holdings Bhd, Ranhill Utilities Bhd, Uzma Bhd, JAKS Resources Bhd, Gopeng Bhd and TNB," RHB Research.

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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Haha really laugh live me lo .. Fox / Demusang… I am posted 2 days in YTLPOWER… Fox oredi crying mama crying papa want to chase me out .. hahahaha

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Haha talking 2.71 to 2.81 % Dividend Yield…. Bull still chasing Red ….

Haha really laugh live me Jokers … hahaha

Posted 1st Only Win since Investing from 2016 : Insas WC , Gain RM 250,000..

Ard 2 month age , posted is WB .. asked U why Insas WC is changed to WB … twisting is typo error …

Then I asked U what is the Gain 6 Digit amount ? Just twisting like a joker …hahaha

Haha why Insas need to issued RI on 2015 and 2021 to get money from shareholders to pay bridging loans… so cash Rich company…

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Haha earlier is download, copy , edit n post …

Not like Philip posted screenshots….

Haha even 1st Only Win since investing from 2016 is a Lie….

Haha Bull keluar kejar Red le .. alamak

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Haha killing u slowly n softly … don’t feel pain one …. Hahahaha

Haha M&A back door listing .. holding is reduced from 100 % to 53.7 % during AGM key matter discussed. That’s what Insider said No Cash from the RTO back door listing n cannot offer M& A shares to Insaf shareholders as it will reduce the controlling stake …

But I saw Sslleee posted ard 60 % ????after listing bought one ???

Haha is Insas that bad investment.. as I replied strong cow Stncws aka Future Gain in Netx on 2020 … I did bought Insas share during the Boss keep buying Inari at ard RM 0.38 … why now investment is so bad as I posted earlier….

Last year trend is Capital Reduction and given Special Dividend…

Insas .. 2020 n 2021 sold Profitable business as key matter discussed… got higher dividend ?

What is the other Operation Expenses per Quarter… killing u slowly n softly… hahaha..

How many relatives working in the group n associates????

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Haha from price chart , after up above RM 1.00 , sliding down to ard RM 0.80 ( 2 times ) , ard RM 0.68 ( 1 times ) ..

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Haha why PMCorp still in Loss from 2017 to 2021 … 


2022 : Revenue RM 206.2 million, Net Profit is only RM 2.6 million… 1.26 %


2023 : Sold Assets to acquired balance 49 % AW ( 2022 acquired 51 % ) , holding 100 % AW … After the Profit Guarantee period .. became Loss again ke ..

Post removed.Why?

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.K case , there is Warrant 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 is Expired and the Insiders are compensated with LTIP … it is time to look at 2nd RI at RM 0.22 with Warrant ….issued on 2020 .

Jaks Shl be from Bottom to Uptrend …