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2 months ago | Report Abuse
Volume mcm ni just goreng ke? Terlalu high profile kan?
Most likely ada cerita
Apa cerita Andy?
2 months ago | Report Abuse
Project financing for LSS5 can banks are keen on RE projects
2 months ago | Report Abuse
Klau JAKS dpt LSS5 banks kan queue up to give banking facilities Banks got huge GSR quota to meet
2 months ago | Report Abuse
JAKS shares price jump coincide dgn Toyoven got big 900m financial facilities for its Vietnam IPP
2 months ago | Report Abuse
Sslee so makna u the profit kan lebih tinggi dari 0.9m per qtr?
RM 240 million borrowing if repayment in 10 years term then per year principal repayment is RM 24 million. With Profit before tax RM 0.96 milliin per quarter how to pay loan principal sum of RM 24 million per year?
Is more PP and RI coming?
57 minutes ago
2 months ago | Report Abuse
Ok katakan demand is very high sampai astronomical
Adak kah JCY NOTION DUFU have the spare excess production capacity to meet the supposedly hugh increase in demand?
Data center ni macam baru baru je hot kat Malaysia sbb NVidia Microsoft Google etc are coming, did JCY NOTION DUFU foresee this 2 3 tahun dulu?
Klau JCY NOTION DUFU tak foresaw this 2 3 tahun dulu macam mana ada big spare excess capacity to meet the hugh demand to take advantage of increase in demand ?
Klau tak salah Sarifah 3 skyt ni results not good during last few years
Mesin mesin 3 skyt ni besar kemungkinan semua dah sampai masa to scrap
2024-05-26 08:56 | Report Abuse
Lagi satu HDD yg consume electricity bukan main banyak lagi falls into GREEN requirement or not??
2024-05-26 08:37 | Report Abuse
HDD ni tak lama dulu macam sunset industry je x orang expand production capacity pon malah nak scale down
Demand tiba tiba ada coz of AI lead DC
2024-05-26 08:34 | Report Abuse
Macam mana klau kan beli Eramas at PE 15X?
Meaning macam ngam ngam je tak murah tak mahal nothing left on the table
2024-05-26 08:27 | Report Abuse
DUFU (NOTION JCY) ada readily available spare excess production capacity to take advantage of the anticipated high HDD demand ke??
Ni bukan cakap nak increase production terus can increase
2024-01-01 17:41 | Report Abuse
IPP ada profits
IPP ada accumulated profits
Klau x take up 10% option tu kan accumulated profits tu can use to pay dividend to JAKS??
2023-12-11 11:27 | Report Abuse
Andy makin botak already
Stress ke Andy?
2023-09-01 17:52 | Report Abuse
Since a land rezoning exercise a decade ago, Section 13 has seen tremendous changes, with more new developments — particularly mixed-use projects — coming up. Property consultants say
once the area is fully redeveloped, it could transform into a
premium neighbourhood
2023-07-27 14:35 | Report Abuse
Italy??
JAKS will be used as mask to mask solar from China?
2023-07-25 08:18 | Report Abuse
Jgn kacau those in the private support group
Semua kat dlm.. fragile
2023-07-25 08:04 | Report Abuse
DK made many mistakes in his NPV calculation that Sarifah corrected him a few times
DK was also reckless
2023-07-23 18:20 | Report Abuse
People ask to value JHPD the IPP using NPV
U value JAKS using NPV
JAKS NTA 0.68
Klau u pandai enough u value JHPD using NPV
One option is JAKS jual jer 40% JHPD tu
2023-07-15 19:36 | Report Abuse
Coal price has been so high EVN kena kaw kaw sampai cash jam
EVN cash jam hutang JHDP sampai 4 bulan
2023-07-09 13:56 | Report Abuse
Yg so important question ni xda pula yg tanya kat AGM
So now worry sick wondering if EVN payments are late or not?
4 months rasa rasa is rather slow
1 month slow is about 190m
2023-06-27 19:30 | Report Abuse
Anyone asked this?
SarifahSelinder
EVN kelihatan hutang macam sampai 4 bulan slow slow slow
Those kan attend AGM nanti tanya la kat Andy what is payment term to EVN?
1 bulan? 2 bulan? 3 bulan? 4 bulan?
How fast EVN is paying up? Promptly?
Important to know the inflow in the cashflow
Remember to ask
2023-06-26 08:06 | Report Abuse
Remember to ask
Jangan irresponsibly simply speculate
2023-06-26 07:55 | Report Abuse
EVN kelihatan hutang macam sampai 4 bulan slow slow slow
Those kan attend AGM nanti tanya la kat Andy what is payment term to EVN?
1 bulan? 2 bulan? 3 bulan? 4 bulan?
How fast EVN is paying up? Promptly?
Important to know the inflow in the cashflow
Remember to ask
2023-06-25 08:06 | Report Abuse
Private group DK JAKS heavy losers unanimous support group tu?
Left
Cannot wait to leave
2023-06-24 08:58 | Report Abuse
GOTCHA = DK
The balances u pakai were as at year end date one point in time
Klau EVN made a lump sum payment of 350k on say 3 January the cash flow of JPP kan cantik dan all the way up JAKS cash flow kan ok
760k mcm equal to close to 4 months of revenue so EVN mcm slow sikit in making payments (EVN making monthly payment or lump sum payment u pun tak tahu tapi nonetheless u speculate juga)
DK it is very irresponsible of u to publish a blog on mere speculation incomplete speculation lagi tu
Lagi knp tengok liabilities je why not the assets?
Irresponsible DK naughty DK
2023-06-23 14:53 | Report Abuse
GOTCHA
SarifahSelinder
Apa speculation u on what are in the other current assets 760k?
U ada anything on how fast EVN is suppose to pay JPP? 1 2 3 4 5 bulan?
Oso ada ka EVN has been paying JPP tepat pada masa nya mengikut tempoh?
2023-06-23 09:57 | Report Abuse
Apa speculation u on what are in the other current assets 760k?
U ada anything on how fast EVN is suppose to pay JPP? 1 2 3 4 5 bulan?
Oso ada ka EVN has been paying JPP tepat pada masa nya mengikut tempoh?
2023-05-30 10:12 | Report Abuse
Favourable USD exchange rate effect kat mana?
2023-05-30 10:11 | Report Abuse
LSS4 IRR subjects to floating interest %?
2023-05-30 08:01 | Report Abuse
A c 15% hit by higher interest %?
2023-05-30 07:54 | Report Abuse
Klau macam ni IPP kat Vietnam capital intensive IPP kat Vietnam bukan risk free
2023-05-30 07:50 | Report Abuse
Patut MID TEEN IRR SUBJECTS TO FLOATING INTEREST %
2023-05-30 07:39 | Report Abuse
MID TEEN IRR
MID TEEN IRR is so incomplete
MID TEEN IRR is so incomplete so kinda misleading
2023-05-30 07:37 | Report Abuse
MID TEEN IRR
MID TEEN IRR is so incomplete
2023-05-20 07:59 | Report Abuse
Don't fight the FED nor JAKS OPERATOR
Koon sampai sekarang masih bitter
2023-05-19 08:41 | Report Abuse
Wish andy can match his skill in managing the company mcm his skill in managing the PP
2023-05-11 10:16 | Report Abuse
x tahu don't know
DNEX has got itself into a Catch 21 dilemma
2023-05-11 10:10 | Report Abuse
Got into disputes dgn the major partner which provides finance.. market... even knowhow... this is not nothing happen
2023-05-11 10:08 | Report Abuse
Got into disputes wit major partner kaw kaw
2023-05-11 10:07 | Report Abuse
What mean.... then nothing happen. ?
They got into a dispute dgn DNEX major partner This is not nothing!
2023-05-11 10:04 | Report Abuse
How much DNEX/CGP the insiders valued SilTerra ?
According to DNex announcement to Bursa DNex dan CGP dah signed agreements dimana end result nya ada la CGP kan dpt tambahan 20% syer SilTerra
CGP kan bayar RM 100m for this 20%
Only RM 100m je for 20%
So 100% bersamaan RM 500m
So Dnex/CGP the insiders have valued SilTerra at RM 500m
Jadi 60% in SilTerra is worth RM 300m je or 0.095 per share je for DNex
2023-05-10 11:21 | Report Abuse
x cukup not enough bulls
Cuma ppl in d cave won't do
2023-05-02 16:20 | Report Abuse
Nampak over whelming response to the DRP
Andy
Hold or even better scap the PP
Stock: [JAKS]: JAKS RESOURCES BERHAD
2 months ago | Report Abuse
JAKS Klau tak jadi Andy pon setengah mati
Half dead