Yg penting delay ada basis nya bukan delay buta

Counter sue show confidence

Koon datang balik not blaming u not ur fault semua salah Star


5.  the sum of RM297,035,481.00 to be paid to JRB as loss of proceeds from corporate fund raising exercises

Ya biar Star bankrupt

Two can play the game

Main main

Safe to assume RM 40,925,719.1 PP money has asked some questions and satisfied

Americans Snap Up Imports From Vietnam at China’s Expense

by Michelle Jamrisko, bloomberg.com
May 27, 2019 08:33 PM

U.S. orders from Vietnam surged 40% in first quarter
Nation will overtake U.K., Italy, France at that pace
Vietnam was one of the fastest-growing sources of American imports from Asia last quarter, and could potentially overtake the U.K. as a bigger supplier to the U.S. if it keeps up that pace.

Imports from the Southeast Asian economy jumped 40.2% in the first three months of 2019 from a year earlier, while orders from South Korea rose 18.4%, latest U.S. Census Bureau data show. At the same time, American imports of Chinese goods plunged 13.9% as trade tensions heated up.

If Vietnam’s pace of growth can be sustained for a full year -- which would be a major feat -- it could leapfrog Italy, France, the U.K., and India in the ranks of top exporters to the U.S.

Vietnam Rising

Klau la Jaks can tambah IPP solar....

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

x usah worry diam ubi kat sini pun go up

Dah test da ada drivers lain selain kita disini

U lucky la u can buy so close to PP price

There wil always b light lighten up wit a bat sign on the sky.....

Batman is never far away

Sarifah give up

No hope

There wil b no light lighted up wit qqq3 sign



qqq3 shareholer rights? 

no need lah....let those 5% and more have their rights, I no need rights one.

21/05/2019 3:40 PM

Once in blue moon u attend n ask questions of cos not much effect.. mesti persistently


qqq3 no use ..............look at TA, Xingyuan, Hengyuan, Insas.......no difference one lah, before and after.

21/05/2019 3:34 PM

U ni exercising u punya shareholder's rights u takut ragu ragu

qqq3 SarifahSelinder > May 21, 2019 3:31 PM | Report Abuse 

Batman always sit at the front row.... 

============= 

really ah? 

I think soon all KL companies will employ bouncers.....with face recognition technology.

21/05/2019 3:32 PM

Batman never sent Alfred for a man job...

Batman always sit at the front row looking friendly but determined...

Batman always sit at the front row....

Yg x sama btw u and Batman

Batman wil follow up later if CEO simply bullsh*t

Ada caranya...



qqq3 ted by SarifahSelinder > May 21, 2019 12:52 PM | Report Abuse 


======= 

good lah.....ask sure say yes can collect.........if say No, already need provision.

21/05/2019 1:36 PM

Not cheating himself then
besar kemungkinan betul betul ada big problems kat RP.....

Some body.. some body..

Batman wil report? Batman?

MOU 

Licogi 13 

Lig-Quang Tri (LQT) Solar Power Projec 

Proof of financing 

JAKS

So now how u tell the big due from CEO RPT tu can collect or not?

Proof of fund

Proof of financing

MOU

Licogi 13

Lig-Quang Tri (LQT) Solar Power Projec

Proof of financing

JAKS

Tak kisah la u punya hal

70% tapi RP tu dia 100%

U ni kena see coffin baru insaf

U must have the touch

Pergi la attend AGM Sendai

Klau CEO asik talk abt the weather je bila ditanya abt big due from RPT pertanda to cut loss now la

Pergi la

qqq3

U patut ask Batman to attend Sendai AGM for u to see if the big due from RPT boleh recover tak sangat big deal ni

Obviously u too naive sbb tu la u dah byk kali di con byk CEO walaupun bincang bersemuka till sampai skrg u byk wary

Now u punya Sendai all time low

Bukan x payah attend AGM u kena attend tapi jgn jz take apa dikatakan CEO at face value kena read between the lines read the body language dan ask the right questions get it?




qqq3 y SarifahSelinder > May 20, 2019 3:14 PM | Report Abuse 

Sslee 

Sarifah agree 
============= 

sarifah....batman for comic books only lah.

21/05/2019 10:03 AM

Sslee

Sarifah agree

qqq3 tu la yg always wary mcm pbb yg tak habis habis wary je

Sslee is asking simple question instead of asking ALP tough questions...




SarifahSelinder Sslee 

U spent ur time writing ni not questions to ALP... 

Jawapan to u punya question kat sini is simple je management should patut bear in mind and be guided by MAXIMIZATION OF SHAREHOLDER VALUE in segala yg they do besides profit maximization

20/05/2019 2:26 PM




Is paying dividend important?

Author: Sslee   |    Publish date: Sun, 19 May 2019, 6:55 PM

Sslee

U spent ur time writing ni not questions to ALP...

Jawapan to u punya question kat sini is simple je management should patut bear in mind and be guided by MAXIMIZATION OF SHAREHOLDER VALUE in segala yg they do besides profit maximization

Sslee

: ( knp pulak?

Star baru released its quarterly any mention of the 50m BG?

Adoi tak habis habis wary

No problem la to tap equity market to fund the acquisition

Expansion mode ni

Jaks Resources Bhd
(May 15, 75.5 sen)
Maintain neutral with an unchanged target price (TP) of 75 sen: JAKS Resources Bhd announced that it had entered into a memorandum of understanding (MoU) with Licogi 13, a joint stock company incorporated in Vietnam to acquire the Lig-Quang Tri (LQT) Solar Power Project as well as future joint-venture arrangements or sale and purchase transactions in respect of other solar and wind energy projects in Vietnam. This is consistent with the group’s plans to venture into the renewable energy business. The Lig-Quang Tri Solar Power Plant (LIG-QTSPP), sitting on nearly 60ha of land in Gio Hai and Gio Thanh communes in the Gio Linh district, has a designed capacity of 49.5MWh, generating 67.96MWh of electricity each year. We understand that the LQT Solar Power Project was built at a cost of US$47.26 million (or about RM197 million). Pending more details, our earnings estimates are kept unchanged for now. All told, we are still wary of the various dilutive effects of equity fundraising done so far and poor execution, especially of its property business. We maintain “neutral” with our TP of 75 sen unchanged for now pending completion of the latest private placement exercise.

We understand that the power purchase agreement for the LIG-QTSPP was executed on Oct 23, 2018 and this project has a life span of 50 years. Currently, the plant is completed and awaiting connection to the national grid. The MoU is non-exclusive to each party and it does not have any legal binding effect or binding commitment in respect of the proposed acquisition. Assuming a purchase price of US$50 million, we estimate that Jaks would need at least RM62.55 million cash (assuming 30% equity and 70% debt) to fund the solar power plant. As such, we suspect Jaks might need to yet again tap the equity market to fund the acquisition. — PublicInvest Research, May 15

CharlesT and gang dah salah anggap price kan dipush up for PP

U and ur gang x ambilkira ke ALP is a "crook" so pasti harga ditekan rendah buat gang dia to take up the PP

By now ramai yg dah tahu the potential of the IPP Vietnam

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

PP ni jz stop gap measure to tie over jz later PP money ni kan jadi working capital

Yg Sarifah target big money from IPP bukan PP

70 sen PP not too bad serve the purpose

Jz rasa a bit jealous PP takers boleh dpt at 70 sen je

There is no link it is inside Maybank trading system

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

Getting better n better...

Beli x beli skrg ni upto u

PE skrg ni 3.8x je



SarifahSelinder PE 5x je 

And 15.3 sen berbanding Q119 5 x 4 = 20 sen 

Valuation also looks compelling at this juncture. At current price, the stock is trading at 5.0x consensus FY19 EPS of 15.3sen.

14/05/2019 8:23 AM

Consensus EPS baru upto 20.0sen

Q119 x 4 = 20 sen

Berapa hari je

Valuation also looks compelling at this juncture. At current price, the stock is trading at 3.8x consensus FY19 EPS of 20.0sen.

JAKS RESOURCES: (MYR0.76) To buy power plant in Vietnam; strengthening its footing

Maybank IB Retail Research

Jaks Resources entered into a memorandum of understanding with LICOGI 13 for the proposed acquisition of the Lig-Quang Tri (LQT) solar power project in Vietnam as well as to explore the possibility of setting up joint venture on future solar and wind energy projects in Vietnam.

The power plant, which is located at Gio Linh district, Quang Tri province, Vietnam, has a total capacity of 49.5 MW and average generation of 67.960 MW per year. The LQT power plant is expected to come into operation by end of Jun 2019. The PPA for the LQT solar power plant, which was executed on 23 October 2018, has a life time of 50 years.

While this tie up seems positive, as it is in line with the group’s plan to expand its renewable energy projects in Southeast Asia, this announcement lacks financial details (acquisition price, earnings from LQT, as well as funding requirements). And it is too early to gauge its financial impact.

Nonetheless, should this acquisition materialises, it could increase the contribution from Vietnam. Currently, Jaks is in the midst of constructing Hai Duong BOT Thermal Power Plant in Vietnam and upon the completion of the power plant in 1H20, Jaks will receive recurring income for the Hai Duong BOT Thermal Power Plant for a period of 25 years. At present, the construction of 2 x 600 MW coal fired thermal power plant is 56% completed.

But in the near-term, Jaks’ earnings hinge on its strong construction pipeline. It has an outstanding order book of MYR1.8b, which is equivalent to 2.4x its FY18 revenue. The pipeline includes MYR1.2b Vietnam EPC contract and MYR593m local contracts (including waste water and water-related facilities projects, roadworks and building construction).

Note that the group also has a property division, but management indicated that it has the intention to step back from property development business due to the challenging property market once the Pacific Star project completes this year.

Against the healthy outlook (strong construction pipeline and potential contribution from the Vietnam concession), the street is forecasting a 88.3% 3-year EPS CAGR for FY18-21.Brokers are positively biased on the stock with one Buy and one Hold. The mean target price is MYR0.88.

Valuation also looks compelling at this juncture. At current price, the stock is trading at 3.8x consensus FY19 EPS of 20.0sen.

Evolve Mall is getting cheaper n cheaper to foreigners tengok la level RM skrg ni

ALP all projek yg profit accretive boleh consider go ahead