Ya EPS is after tolak loss attributeabke to minority interest

Sarifah expect a reduction in margin of safety a reduction in risk discount in line wit d progress in Veitnam Hai Duong IPP

MISC faces risk of more than RM2 bil impairment

By Adam Aziz

Ramai say JAKS property is a drag on IPP


Even if a co is in satu jer pure biz jer pun ada problem

FPSO 1 2 3 4 5

Even if 1 2 4 5 r ok

If FPSO 3 kena kaw kaw sbb oil major bankrupt sbb very low oil price

Hangus jua whole co

FPSO klau kena kaw kaw it is almost 100% impairment ke scrap value

Sampai billion loss

Manakala Evolve Mall x kan di impair sampai 0 value nya

Sarifah tetap berjiwa IPP unapologetic angkuh dan liar

Mong Duong 2 

51% AES US
30% Posco South Korea
19% China Investment Corp 

So 30% Posco dan 19% China Investment Corp going to b cheated by AES?

Klau betul betul brilliance patut dah jual kat the peak prices x tunngu smapai kena forced selling

Wit his big fund Koon patut mingle wit big fund managers tapi Koon suka jer mingle wit small flies mcm u n use small flies tactics



Posted by qqq33333333 > Apr 23, 2020 3:09 PM| Report Abuse 

Posted by enning22 > Apr 23, 2020 3:00 PM | Report Abuse 

lost 90% of investment fund 
========== 

he didn't say he lost 90% of his capital.......he say he lost 90% of his peak fund...................different thing.

Kena SMF forced selling kat JAKS dan Dayang lagi still brilliance??

More like backside itchy

Patut jz stick wit JAKS kat JAKS Koon all self inflicted

Risk factor?

Of course u r going to say is Andy Ang

Get the IPP Andy Ang

Risk factor pun Andy Ang

DK66

OK tapi u patut comment too which risk is still outstanding n if d risk discount is justified

Also comment if the at least 100% risk discount on JAKS syer price at the moment is justified?

Jz put the summary of risks is adequate u patut comment on the risks hv bin addressed so far

DK66 u suddenly put tis up ppl may think u dah jual ur JAKS

mf

R u making a buy call?

U hv bin totally 100% useless in trying to make d price come down hope u r better in making d price go up

Utk projek sebesar Hai Duong IPP naturally all d risks hv been addressed by professionals in their respective fields

x lama lagi.... saat saat yg di tunggu tunggu... x lama lagi

x lama lagi

Sekali announced unit 1 successfully commissioned only path is up

Dgn risks assessment by CPECC ni almost everything abt Hai Duong IPP is now known

Sarifah is even more comfortable

Wat is left cuma execution risk

Execution risk

Sekelian can see wit ur own eyes how the construction of Hai Duong IPP dah progress so remarkable well

Jz so remarkable execution!!!

Dgn risks assessment by CPECC ni almost everything abt Hai Duong IPP is now known

Sarifah is even more comfortable

Wat is left cuma execution risk

Execution risk

Sekelian can see wit ur own eyes how the construction of Hai Duong IPP dah progress so remarkable well

Jz so remarkable execution!!!

It is always reassuring to see details from insider

But of course

Nampak all necessaries done by professionals

Sarifah tetap berjiwa IPP unapologetic angkuh dan liar

SMA200

Kelihatan selling at resistance dan jadi buying at support...

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Sell apabila JAKS Hai Duong IPP so close to COD ?

The reason for Dow futures rally is more important dan encouraging

Again



Mong Duong 2

51% AES US giant co
30% Posco South Korea giant co
19% China Investment Corp

China Investment Corp 19% pun nak?

The project’s strong sponsor base undoubtedly helped win over investors. US power company AES ultimately owns 51% of MDP, South Korea’s Posco Energy 30% and sovereign wealth fund China Investment Corp 19%. 




Hai Duong IPP

70% CPECC China giant co
30% JAKS Malaysia very small co


JAKS Malaysia very small co wil hv 40% eventually more than South Korea Posco and China Investment Corp in a almost similar Vietnam IPP


Champion JAKS!!!!!!

Bukan lower interest cost jer it is oso a vote of confidence on Vietnam IPP on BOT

Kat AGM Andy ada bilang Hai Duong IPP kan go for refinancing of its borrowings too

Satu lagi engineer taken a look

Engineer apa? Civil Chemical or Electrical?


Selain straight line method mcm mana sum of digits method?



johnswj90 DK66, thank you for your clarification which has cleared my queries and doubts. Really appreciate it. 
------------------- 
johnswj90, yes, the excess over the loan receivables repayment is taken up in the P/L as interest income. 

As payments are collected from the customer over the term of the contract, consideration related to the construction performance obligation is split between the repayment of loan receivables and interest income. You are right to determine the annual loan receivables repayment amount as simply the equal portion of the loan receivables over the concession period, i e straight line.

i3lurker

U required high standard

Nothing less thn fact n figures

Tapi u always comment general je

Give details

Come tell us how all ths clauses r worded cos ur punya English is not very good maybe u interpret salah ke apa

How frequent is the capacity availability tested in a year?

Can tell how is the capacity payment clause normally worded in a PPA?


3lurker The Capacity payment will only be paid on "Power on ready status" 

that means if Utility gives order to power on, IPP has X hours to provide stable power. 
Unable to power on means Capacity payment will NOT be paid. 
You did not provide Capacity, so no payment at all. 

if your plant does not have coal, unable to import coal from air courier 747 planes even. (covid-19) 
or cracked a bearing 
or boiler cracked 
or turbine cracked/imbalance 
then so sorry for your Capacity payment. 
Sayonara. 

Say Goodbye to your investment. 

IPP is a very risky business.

15/04/2020 7:34 AM

Hai Duong IPP top dog is Vietnam gomen

Investors r very in touch wit development kat Hai Duong IPP

IPP is essential service business as usual

Cashflow problems.....

Chain reaction

For counters yg u beli better double check who is at d top of the food chain

Whn d top dog is hit default wld work its way from d top all d way to d bottom in a chain reaction

Safest top dog is gomen

Next is small but many debtors

Wobbly is d oil majors

Post MCO Sarifah kan bikin shopping kat friendly neighbourhood shopping mall yg ngam ngam yg not so crowded

Mcm Evolve Mall

No more crowded Mid Valley or Sunway Pyramid Mall for long long time

Closeby neighbourhood mall Evolve Mall kan benefit

Post MCO Sarifah kan bikin shopping kat friendly neighbourhood shopping mall yg ngam ngam yg not so crowded

Mcm Evolve Mall

No more crowded Mid Valley or Sunway Pyramid Mall for long long time

Closeby neighbourhood mall Evolve Mall kan benefit

Hi backdoor unit trust portfolio holder


Is it better to buy single stock to build a portfolio mcm u punya unit trust like portfolio or beli je unit trust tu terus je?

Sarifah wish d world sihat walafiat cepat recover

WH opening NYC peaking

Shortest bear in history

US markets encouraged by new Covid 19 model dgn lower potential death number at 60,000 bukan 100,000 to 240,000

Backed by Hai Duong IPP only forced selling can bring JAKS down significantly

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

xda ke?