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2020-03-20 08:23 | Report Abuse
Sarifah think 6 9 months down d road dah ada vaccine d
i3lurker Trump says 18 months
US experts say people will still be infected in 2021
20/03/2020 8:16 AM
2020-03-20 08:22 | Report Abuse
Oil n gas is going thru structural change as OPEC + has ceased to work maybe airlines too
Tapi definitely not electricity
i3lurker all the 1,000 plus counters in BURSA are now very expensive
most people think they are cheap.
its the other way round, its expensive coz structural change has occured.
It will be a very slow build, taking few years to go up, back to normal with so many bad debts and bankruptcies.
20/03/2020 8:11 AM
2020-03-20 08:19 | Report Abuse
Louislim
u si bodoh by now u tak tahu lagi ke tak boleh see d futures as d Dow goes up n down by d minute
2020-03-19 15:35 | Report Abuse
Can u see ???
JAKS always rebound dulu
It is a trend
2020-03-19 15:33 | Report Abuse
Bursa patut implement At Tick Rule earlier
2020-03-19 12:25 | Report Abuse
Same info all from Mat Saleh themselves
SarifahSelinder Take note of tis
90% of kedai Starbucks kat China dah buka balik for biz
19/03/2020 12:21 PM
SinGor ****On the post-earnings conference call with analysts, Chief Marketing and Communications Officer Brie Carere said, “In China, we have seen a rebound week-over-week since the week of March 3,” according to a FactSet transcript.
She said 90% to 95% of large manufacturers are now back to work, while about 65% to 70% of small businesses are coming back to work from a manufacturing perspective.
“With the urgent need for stock replenishment and with air capacity shortage in the market, we believe demand will stay elevated,” Carere said.*********
""""""Sooner or later, Dow will no longer affect Asia Stock Markets, when China Manufacturing
rebound, all Asean manufacturing also Rebound......Currently we are stucked in a downtrend caused by "falling" Oil price*************
19/03/2020 12:21 PM
2020-03-19 12:21 | Report Abuse
Take note of tis
90% of kedai Starbucks kat China dah buka balik for biz
2020-03-19 11:57 | Report Abuse
U ni jz stay home jgn mana mana pergi
2020-03-19 11:57 | Report Abuse
U ni jz stay jgn mana mana pergi
2020-03-19 11:55 | Report Abuse
Beli kat level ni later make profit kan easy
2020-03-19 11:52 | Report Abuse
Worst come to worst JAKS sell Hai Duong IPP to CPECC
2020-03-19 08:31 | Report Abuse
JAKS price has overshot a lot going down kan tambah lagi lagi lagi kini ECB pun throwing in big money...
2020-03-18 10:06 | Report Abuse
samheong78
If cannot win u wil extinct
Dow drops 5000 is least of ur worries
2020-03-18 10:04 | Report Abuse
Strategy simple n workable wit whole humankind focusing to fight d virus
If cannot win then human wil extinct Bursa at 1000 is least of d worries
2020-03-18 09:59 | Report Abuse
Strategy simple only...
1. Stop d virus wit social distancing
2. Help those affected by giving medical n financial assistance
3. Back to normal
2020-03-18 09:54 | Report Abuse
Soalan nya...
Have forced selling subsided?
Klau yes then markets hv stabilised
2020-03-17 12:38 | Report Abuse
U take ur own sweet time tunngu la kat 0.50 u kan miss d golden opportunity
Not_logic 75 sen cheap why ALP, Razali not buying?
17/03/2020 12:23 PM
2020-03-17 12:11 | Report Abuse
Backed by IPP JAKS 1st to recover
JAKS one of leaders
JAKS one of the designated counters to save d world
2020-03-17 08:20 | Report Abuse
Sarifah tetap berjiwa IPP unapologetic angkuh dan liar
2020-03-17 08:06 | Report Abuse
Stay home n experience 1st hand if electricity is not necessity
2020-03-17 07:56 | Report Abuse
More drastic d gomen response d faster d Covid 19 is over
2020-03-17 07:47 | Report Abuse
Ok kini sini pun ada movement restriction for 2 weeks so u can experience 1st hand wat it is like n see if the Covid 19 impact is not overblown if the whole world is not over reacting...
2020-03-15 08:29 | Report Abuse
Posted by SarifahSelinder > Mar 14, 2020 8:58 AM | Report Abuse X
i3lurker
Do d depreciation way to counter chk n see
DK66 I3lurker, I extracted from the article below;
Jaks Resources – Peer Comparison With Mong Duong II
Author: DK66 | Publish date: Mon, 29 Apr 2019, 8:49 PM
Effective from 1st January 2018, a new accounting standard was adopted,
“A loan receivable was recognized for the future expected payments for the construction performance obligation. As the payments for the construction performance obligation occur over a 25-year term, a significant financing element was determined to exist which is accounted for under the effective interest rate method. As payments are collected from the customer over the term of the contract, consideration related to the construction performance obligation is bifurcated between the principal repayment of the long-term receivable and the related interest income. The other performance obligation to operate and maintain the facility is measured based on the capacity made available. “
Without using complicated accounting terminology, I simplified the accounting treatment of Tariff payments (TP) received as follows;
The balance of construction costs is placed under a receivable asset as “Loan receivable”(LR) and is gradually collected over the 25 years period through Tariff payments.
The company has determined that a portion of the tariff payments is in effect considered “interest income”(INT) at an effective interest rate based on the credit standing of the customer.
Balance tariff payments is recognized as “Revenue”(REV).
Therefore,
TP = LR + INT + REV
Earnings = REV + INT - Interest Expense - Fuel Costs - O&M costs
To put it simply, depreciation charges has been replaced by loan receivable (LR). Therefore, the capacity payment received would have to deduct the LR (also known as principal repayment) and the interest expense to determine the profit.
----------------------------------------------------
i3lurker DK66
Hire Purchase principal repayments are cash but not income,
cannot be counted as earnings per share, goes to balance sheet
Hire purchase interest repayments are cash and income,
can be counted as earnings per share. "EPS"
I guess above part is easy to understand
============================
in BOT scenarios,
the utility is the "hirer/renter" and the IPP being Jaks is the "bank"
so principal cash from the renter/hirer/"EVN" to bank/Jaks for principal repayment is not income or earnings
similarly principal cash received by plant and forwarded to the "ultimate bank being Jaks" is repayment on principal,
it knocks off the "25 year hire purchase" loan given by Jaks/Bank to plant/EVN
hope this is satisfactory to your goodself.
14/03/2020 8:22 AM
14/03/2020 9:33 PM
2020-03-15 08:28 | Report Abuse
mf
D more dire d news d more drastic d gomen response d faster d Covid19 is over
D more likely a V shaped recovery
2020-03-14 18:12 | Report Abuse
O.. u got it ya bipartisan effort
2020-03-14 18:04 | Report Abuse
Tis FED cut dah di expected
Ni la d Bazooka
SarifahSelinder US markets rebound strongly wit Dow up 1900
US markets r very depend on US gomen a lot
And d US gomen is doing jz tat
SarifahSelinder US going to announce a BIPARTISAN response to Covid-19
13/03/2020 3:27 PM
SarifahSelinder Take it out of Trump's hands for goodness sake
US going to announce a BIPARTISAN response to Covid-19
13/03/2020 3:49 PM
14/03/2020 8:39 AM
2020-03-14 17:48 | Report Abuse
After d briefing stil mcm ni stil fluid je wat is d point of going for d briefing??
Salah JAKS IR or wat???
Worst off worst off
Yg only hope is OTB really has dealt wit d briefing adequately kat si n yg cara ni is menang d same way JAKS IR has entertained PBB IB analysts u know like 0 info n updates so tat PBB is in fact punishing JAKS wit TP of 1.13
Similarly in d dark PBB IB give low 1.13 TP
2020-03-14 17:36 | Report Abuse
Similarly in d dark PBB IB give low 1.13 TP
2020-03-14 17:32 | Report Abuse
Yg only hope is OTB really has dealt wit d briefing adequately kat si n yg cara ni is menang d same way JAKS IR has entertained PBB IB analysts u know like 0 info n updates so tat PBB is in fact punishing JAKS wit TP of 1.13
PBB TP 1.13 in d dark
2020-03-14 17:27 | Report Abuse
Worst off worst off
2020-03-14 17:27 | Report Abuse
Salah JAKS IR or wat???
2020-03-14 17:25 | Report Abuse
After d briefing stil mcm ni stil fluid je wat is d point of going for d briefing??
2020-03-14 17:18 | Report Abuse
Yg ni bloodly backdoor philip think he is Warren Buffett in fact he is cheating
Sarifah attended d AGM tapi tis briefing is an update on d moving status of d Hai Duong IPP (if follow wat u say why OTB don't jz attend AGM later why go for tis briefing now?? backdoor Philip u retard)
Sarifah attended d AGM
Unlike retard backdoor philip ni always going backdoor to meet insiders to get insider info u bloodly backdoor cheat
Sarifah really going to take ur going backdoor to seek for info by going for a drink wit JAKS Ex CFO Steven Ang case to SC jz an email away very easy
And u backdoor philip bloody anak haram u better go chk ur DNA cos Sarifah bros all of them really had a good time wit ur mother can't tell who is your father
Philip ( 2.3% fatality rate, 80% recovery rate age 10-40)
Yeah tetap liar and whatever bullshit, but fly by night shareholder. Don't even know what is AGM and don't even know how to ask relevant questions.
14/03/2020 10:38 AM
2020-03-14 09:26 | Report Abuse
U pun yawn yawn
Yes Sarifah pun didn't sleep well last night
Biar Sarifah take a nap dulu
i3lurker Sarifah
I have said enough.
REPEAT: -
Cash Flow from Vietnam to Jaks/Bank = Principal + Interest + Utility Business Income
so for Jaks EPS = Interest + Utility Business Income only
(cannot include Principal Repayment on Loan)
yawn
YAWN !!!!
14/03/2020 9:03 AM
2020-03-14 09:16 | Report Abuse
Sarifah tanya cos d briefing has not increased confidence instead d opposite
2020-03-14 09:14 | Report Abuse
Ok it Saturday Sunday u take ur time to think abt if u hv further things to post abt d briefing
Maybe u didn't sleep well last night
Sarifah shall leave u alone for now
2020-03-14 09:09 | Report Abuse
OTB
No wonder everyone attack u......
2020-03-14 09:04 | Report Abuse
Or... u hv something to hide or worst stil u told jz ur subscribers leaving ppl here high n dry
2020-03-14 09:02 | Report Abuse
OTB
ur posts on d briefing hv actually made ppl hv d impression tat u hv bin con by Andy
Kena clarity immediately
2020-03-14 08:58 | Report Abuse
i3lurker
Do d depreciation way to counter chk n see
2020-03-14 08:57 | Report Abuse
OTB
The feeling is u hv not dealt wit JAKS briefing adequately kat sini
Can u elaborate sikit further
Can start by telling from JAKS side who attended d briefing dan apa yg dah di kata mereka point by point precisely for a group interpretation utk semua kat sini
Tq
2020-03-14 08:44 | Report Abuse
DK66
Any refinements on ur past articles or firming up of ur profit projections after d JAKS briefing??
Ada ka d briefing increase ur confidence on ur profit projections???
2020-03-14 08:39 | Report Abuse
US markets rebound strongly wit Dow up 1900
US markets r very depend on US gomen a lot
And d US gomen is doing jz tat
SarifahSelinder US going to announce a BIPARTISAN response to Covid-19
13/03/2020 3:27 PM
SarifahSelinder Take it out of Trump's hands for goodness sake
US going to announce a BIPARTISAN response to Covid-19
13/03/2020 3:49 PM
2020-03-13 16:02 | Report Abuse
Good point
Tiger66 160 millions changing hand bukan dana institusi lagi siapa ? kesian retail shares bagi dia sapu habis !
13/03/2020 3:57 PM
2020-03-13 16:01 | Report Abuse
Taken for a wild roller coaster ride by dana insituisi yg target Hai Duong IPP selama ni
2020-03-13 15:51 | Report Abuse
Sarifah hope weaker hands dah cabut lari hv bin replaced by dana insituisi
Stock: [JAKS]: JAKS RESOURCES BERHAD
2020-03-20 08:30 | Report Abuse
Americans don't want to give up their democratic rights to die of covid 19 don't want to do lockdown mcm komunis China dgn cara kata nya draconian rules
Let's see...