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2019-08-19 14:55 | Report Abuse
Hello meteor u must be new. 0.63 if u calculate the amount is not very big only
2019-08-19 14:03 | Report Abuse
Based on the PE now is worth of 0.76. If market willing to give PE20 then kaboom
2019-08-19 10:57 | Report Abuse
It is gonna break 0.61 anytime soon as result is coming
2019-08-16 15:11 | Report Abuse
finally is moving if today can close 0.60
2019-08-15 16:09 | Report Abuse
everyday down 0.005 so i come back here see what u all say
2019-08-06 09:51 | Report Abuse
Wei...drop again and sell to me
2019-08-01 16:24 | Report Abuse
Becoz of hng33 this kind of ppl this share cannot go up
2019-08-01 12:05 | Report Abuse
If u see the accumulation and even the investment co from sg then u should know something is brewing.
2019-07-31 15:57 | Report Abuse
Once rate cut then the fund will flow to Asia
2019-07-24 15:48 | Report Abuse
See....hng33 will tell u he sell how much....
2019-07-24 12:11 | Report Abuse
捷硕 JAKS – 2019年股东大会
-涉及建筑、发电厂、产业发展及投资
Pacific Star项目进度已达84%,放眼在今年底完成;目前已录得RM949m销售额,占发展总值RM1.05b的91%;往后将保留4层楼的商业中心 (Business Hub) 为旗下投资产业。
Pacific商业中心主要瞄准大企业,好让他们能租下整层来充当办公室;一层楼的面积高达80,000平方尺;现阶段已有一位企业确定入驻,该层楼也正在装修当中;此外还与一些医疗、坐月子中心、以及零售业者处于商讨阶段;预计在Q3竣工,然后在年底开幕。
与Star的官司,在今年1月发放RM50m的银行担保,之后在5月反诉对方,一共索取大约RM650m赔偿;虽然必须承担律师费,但是此举是为了保障股东们的权益。
Star管理层在近年多次发生变动,之后就多次要求更改设计,导致必须重新向有关当局提交方案;最后一次更改设计是在2017年7月,根据签署的协议,完工日期是在有关当局批准后的3年,也就是2020年7月;然而他们却起诉,声称JAKS无法准时交付,并且还索取各种赔偿。
其中一项更改是将原本的住宅大楼换成企业办公楼;这些变动需要时间等待批准,而非1-2个月的事情;就是因为Star多次要求更改设计,导致无法跟上建筑进度,因此也无法将Pacific Star的销售额进账。
Evolve Concept商场的入驻率大约是55%;在今年4月聘请一名新经理,负责节约管理商场的开销,事实上已看到一些改善;希望可在2020年达到收支平衡;将翻新一片占地30,000平方尺的区域,将在明年全面开放,届时入驻率预计可达80-90%;近年亏损大部分来自高额的营运、折旧及融资开销。
越南发电厂方面,不采取Accounting Profit的进账方式,因为往后进账的利润将逐渐下滑;选择以更保守的方式处理,也就是根据建筑进度来纳入EPC合约贡献,然后才重新将利润投入资产中,这样才显得稳定性更高;至少每个季度的EPC合约贡献足以提振市场对于JAKS的信心。
独立发电厂项目 (IPP) 和普通发电厂项目有很大的差别;前者100%由当地政府担保,而且已经签署长达25年的售电协议,此外未来的煤炭也将由当地政府供应;越南有3项进行中的发电厂项目,其他2项至今已投入运作几年,至今没有出现任何问题。
污染问题也不在担忧范围,因为此项目主要获得越南环境局 (EIA) 批准;100%根据政府的要求来承建,而且还建造自己的码头来运输煤炭;发电厂距离住附近宅区域只有几公里。
建造、经营及转移 (BOT) 是一个非常强大的模式,未来相信再也看不到;Hai Duong发电厂投入运作后,预计每年可为JAKS的30%股权带来RM80-100m的盈利;将以Equity Accounted方式,也就是Associated贡献进账,不会录得营业额。
虽然协议以每年最低6,500营运小时计算,但是自家发电厂的设计为7,000-8,000小时;必须强调,衡量发电厂的效率并非参考营运小时;这项数据只是用于计算协议价值。
如果有资金能力,当然有兴趣收购发电厂额外10%股权,也就是将30%股权提升至40%;10%股权预计值得USD50-60m,相等于RM220-250m;如果决定收购,肯定必须向股东们筹资。
现阶段优先专注于发电厂的建筑活动,并寻求提早完工;如何重组发电厂的融资,减少贷款利息,以及提升未来利润,将是JAKS的首要考量。
总结,JAKS的最坏时期相信已过去;产业发展业务处于改善当中,努力降低亏损;今年盈利贡献将来自越南发电厂的承包合约,大约还有一半将在今明年入账;相信2019年业绩将比去年好;继续建议大家买入。
#JAKS
纯属分享!
2019-07-24 11:21 | Report Abuse
Cold eye sifu is for long term...Armada he has too. Now waiting for sapura to shine
2019-07-24 10:59 | Report Abuse
When u buy after the announcement is too late, if u buy now can go holland and visit red light district for free
2019-07-24 10:42 | Report Abuse
Aseng buy for the future later ppl go holland
2019-07-24 10:08 | Report Abuse
Cold eye bought warrant not the mother. What do u think guys?
2019-07-24 09:59 | Report Abuse
KRONO - Strong turn up slightly close at resistant area, volume increase slightly, if can break RM 0.63 then high chance to further spike up. Since the stock already fullfilled transfer mainboard criteria, we think its very good chance it move higher up, if company finally announce switch to mainboard, then will be a big positive news and price would boost up
2019-07-24 09:57 | Report Abuse
I have the news, it will transfer to mainboard
2019-07-23 12:13 | Report Abuse
Jaks always like no power to shoot up
2019-07-22 20:22 | Report Abuse
See...hng33 will tell u how much he sell later...
2019-07-22 18:24 | Report Abuse
Where is the news to main board?
2019-07-22 10:36 | Report Abuse
Wa... Talk about 2025 already then I tp2 for this stock haha
2019-07-19 16:15 | Report Abuse
I supported at 0.60 hehe...If krono same PE as frontkn = 28x3.68 is RM1
2019-07-19 11:39 | Report Abuse
everytime I see hng33 he will tell u what price he buy then sell what price...long term is the only strategy to win big
2019-07-19 11:17 | Report Abuse
enning22 nowadays buy for future is not until 2020 then u just buy
2019-07-19 11:15 | Report Abuse
Sapura Energy (Outperform, TP: RM0.43): Expects to be profitable in 12 months. Sapura Energy (SEB) expects its operations -- drilling, engineering and construction (E&C) and exploration and production (E&P) -- to be profitable in 12 months. The company aims to return to the black when the utilisation of its drilling and E&C business crosses the 70 per cent mark. Currently, its drilling division's rig utilisation is at 50 per cent and is expected to hit 70 per cent over the next 12 months. (Bernama)
2019-07-18 13:08 | Report Abuse
What happened oh... No electricity is it? Power plant become powder plant?
2019-07-16 11:19 | Report Abuse
Walao krono so many ppl want to sell at 0.63
2019-07-15 11:51 | Report Abuse
When this stock this forum so quiet... All go sailang is it?
2019-07-13 12:11 | Report Abuse
Kaboom.... on Monday. If trump really want to make DJ 30000.
2019-07-12 16:44 | Report Abuse
Lousai.... Is a trap or just because it is Friday
2019-07-12 16:03 | Report Abuse
0.63 faster sell to me I want to top up
2019-07-12 11:06 | Report Abuse
Back to this lousy counter. Aiyo still at 0.30... that ceo still very thick skin to take high salary
2019-07-12 10:13 | Report Abuse
Must hit 0.88 then just will kaboom. Kyy here or not? Faster push... Lol
2019-07-12 10:04 | Report Abuse
My prediction is it will hit past history high again
2019-07-11 16:00 | Report Abuse
Personally think it will run faster than the Q2-Q4 result.
2019-07-11 15:57 | Report Abuse
Which idiot bought 0.085 for 500...
2019-07-11 13:59 | Report Abuse
Akagami then u think gap up how much
2019-07-11 13:03 | Report Abuse
Can talk about istone next week what do u guy think?
2019-07-11 11:24 | Report Abuse
Wait for 0.075 sure will drop
Stock: [KRONO]: KRONOLOGI ASIA BERHAD
2019-08-19 15:12 | Report Abuse
Sometimes is bb to scare u to exit so they can buy lower price