Tech hardware companies in Malaysia with exposure to Data Center
Inari
Vitrox
Frontken
Sam
Nationgate
UWC
EG

If Inari doing well then Insas will also do well

Insas credit and leasing welcome anyone to borrow million or billion as long as you are qualified and even for a hostile takeover of Insas.
Nothing personal it is just business.

Any comments before I send out the above email next week?

https://www.vesselfinder.com/?imo=8618217

FPSO Atlanta location

Thong by law still need to prove to Bursa he had the financial support to make a MGO for Insas shares that he and his PAC not owned.

Dato' Sri Thong is a great poker player. He keeep his cards close to his chest but sooner or later he need to increase his and his PAC holding and trigger 33% MGO.

Most likely that will happen when he and his PAC convert their Insas-WC.

Insas will be profitable for many years to come but what investors looking for is growth catalyst that will give sustain earning growth and that can only be acheived if Insas deploy its cash hoard to generate more incomes.

Do you believe someone relax and shopping with Family will response so fast with his cut and paste gibberish.

He look like, sound like and most likely a lonely loser with no family or friend.

Sslee
I spent yesterday traveling from Medan to Jakarta and then Jakarta to KL, now quarantined in Dorsett Subang.

I took the Citilink Flight from Medan to Jakarta, with no social distance and the flight1.5 hour late. Flight Jakarta to KL is MH 720 no delay A330-200, 8 emergency doors, manned with 2 male cabin staff and 4 air stewardess for economy class and 1 male cabin staff and 1 air stewardess for Business class. Diner served with plenty spared and air stewardess keeps asking if you need more food and drinks. I counted only about 50 passengers.

Now you know why i3lurker and PSAi3alert only fly with MAS.

Another new day and another new challenge. Life is like a book: Some chapters are sad, some are happy and some are exciting, but if you never turn the page, you will never know what the next chapter has in store for YOU. When it finally comes to the last chapter there are so many things and people you are grateful and thankful for that make this life worth living.

I thank all for the well wishes and prayers that my mum will make a speedy recovery.
2021-12-15 08:14

alenac
Wow Sslee, you got great fans over in I3i? That love and hate relationship with them.

Posted by Sslee > Feb 9, 2022 7:12 PM | Report Abuse
Many people have their own way to express their anger, anxiety and helplessness and I choose to pray and ask others to pray to relief my anxiety and helplessness.
2022-02-09 19:18


Sslee
Dear alenac
I do not have any hatred in my heart, I just get annoyed with Mike keep telling lies about me and had crossed the line of decency with his lies about me not visiting my mum.
2022-02-09 19:44

Dumbass go read M&A quarterly report and learn how M&A report Remisier Commission.

https://klse.i3investor.com/blogs/Sslee_blog/2024-05-09-story-h-181840138-Questions_for_upcoming_Capital_A_Berhad_AGM_on_13_Jun_2024.jsp

Draft questions for upcoming capital A AGM

I want to disclose I only hold 1,000 capA share so that I can send my AGM questions to capA' BOD.

Some see the glass as half empty other half full. So do you see opportunity in Yinson since its share price not yet moving but with two addition FSPO in operation in 2025 and one addition FSPO in operation come year 2026.

Cash is not king in Insas case. Insas need to deploy its cash hoard to generate more earning for it share price to move north.

If only Insas has people like Brahmal Vasudevan talent to invest its cash then Insas price will fly.

Insas' associate, subsidiary and wholly owned companies can be found in Annual report.

Financial assets at fair value only total value (mark to market) is reported in every quarterly report.

In annual report only general information on what Insas invested in are reported as below:

As of 30 June 2023, the Group’s investments in listed equities are primarily in REITS, technology and e-commerce, logistics, consumer products and financial services sectors in both local and overseas stock exchanges

Is YTLpower bad or good with high debts?

Watch out Yinson in year 2025 (addition 2 FPSO in operation) and 2026 (addition 1 more FPSO) in operation

No idea how is HDD demand and supply situation.

CPO price drop from RM 4,500 to now RM 3,800 dragging down Jayatiasa price.

OCBC, Microlink not an associate company of Insas. Insas hold some OCBC shares as fair value financial assets.

Ho Hup is one of the associate company of Insas. Even Hop Hup close shop it did not matter much to Insas. Afterall Insas is so deeply undervalued.

Current liabilities as at 31/12/2023
Trade payables: RM 238,421,953
Other payables: RM 231,693,290

So enough cashflow for above?
If not enough, no worries more PP or RI coming.

Know what is Jaks yearly Administrative expenses?

You can look into Page 215 insas 2023 Annual report on Foreign Currency Financial Assets held by Insas.

Random probability of tossing a coin 4 times and getting all head is 1 in 2x2x2x2.

Is that how you use to evaluate successful rate of executing multi billion FPSO projects?

The Real Trick To Making Money Is — Buy Low, Sell High.
Doesn't matter whether PN17 Serbadk, Sapnrg, CapA or blue chip Maybank, SIA.

As a shareholder I can send in my advance questions for the AGM.

By the way I hold 1,000 unit capA shares just to make myself a shareholder.

Everyone are welcome to add in more questions for the AGM

https://klse1.i3investor.com/blogs/Sslee_blog/2024-05-09-story-h-181840138-Questions_for_upcoming_Capital_A_Berhad_AGM_on_13_Jun_2024.jsp

Draft: Questions for upcoming Capital A Berhad AGM on 13-Jun-2024

I am just trying to prevent Stony from doing something silly and illegal that will lead him to jail.

He will thank mw year later

Dumbass go and read M&A quarterly result and then come back to tell me how M&A report their Remisier commission.

Investment in Joint Ventures (“JV”) (Cont’d)
(b) Summarised adjusted statements of profit or loss and other comprehensive income
2023: 2022
RM: RM
Adjusted profit for the financial year,representing total comprehensive
income for the financial year 436,865,607: 520,633,162
Included in total comprehensive income are:
Revenue 2,615,472,587: 2,553,073,558
Amortisation/Depreciation (327,852,531): (317,750,163)
Interest income 3,176,777: 3,493,288
Interest expense (469,976,824): (265,209,747)
Taxation (6,504) (17,199)

Is JHDP free cash flow enough to pay borrowing principal?
Note: interest payment is RM 469,976,824 and as 31/12/2023 current borrowing is RM 711,609,518 and non current borrowing RM 3,972,787,018

Can JHDP afford to pay dividend for year 2024?

Have a second look at jaks only after year 2030.

Jaks will be look like a fool if they spend more money or taking up more borrowing for new Project/MOU when they did not take up the addition 10% JHDP that gave Jaks so much share of profit.

Know why JHDP 25% equity 75% loan reported very good profit but can't pay good dividend.
Bankers play safe wants their money back with interest in 10 years and you can have your plant for 25 years.

Or maybe China Partner depressed Jaks of money to take up the addition 10% option.

2023:2022
RM: RM
Administrative expenses (100,334,580) (98,804,553)

Forget about jaks. Come back only in year 2030.

Know depreciation based on how many years and the term loan tenure?

Most likely after BOD answered all my AGM questions the deal between CapA and AAX will not go thro' and CapA back to square one.

LSS4 electricity rate is so low. Last 2 quarter LSS4 is still lose making. It mean after paying the loan interest the depreciation charge is not enough to pay the loan principal.

per the Announcement, the Group has earmarked up to RM33.00 million of the proceeds from the Proposed Private Placement for the partial
repayment of its existing facility, in the manner set out below:
Facility Bank Purpose of borrowing
Interest rate (% per annum)
Principal amount (RM’000)
Tenure
Total amount outstanding as at LPD (RM’000)
Proposed repayment(RM’000)

Term loan Great Eastern Term loan provided to part finance the development cost of a 4-storey shopping mall known as Evolve Concept Mall
6.0 250,000 10 years 211,418 13,000

Term loan Maybank Term loan provided to part finance the acquisition of a 4-storey commercial property known as Pacific Towers
7.4 100,000 10 years 73,635 10,000

Letter of credit / Trade financingAl-Rajhi Banking & Investment Corporate (Malaysia) Berhad. To facilitate and finance local purchase/ importation of raw materials/ trading goods relating to Company’s principal line of business
6.5 40,000 N/A 22,500 10,000

307,553 33,000

Know how much interest and pricipal repayment per year for above 3 loans alone?
Is the yearly dividend from JHDP able to cover yearly interest and principal repayment?

Many more years of negative cashflow and need more PP or RI to stay afloat.

THE LIST OF FTSE BURSA MALAYSIA KLCI INDEX CONSTITUENTS
NO. STOCK CODE CONSTITUENT NAME
1 1015 AMMB HOLDINGS BHD
2 6888 AXIATA GROUP BERHAD
3 6947 CELCOMDIGI BERHAD
4 1023 CIMB GROUP HOLDINGS BERHAD
5 3182 GENTING BHD
6 4715 GENTING MALAYSIA BERHAD
7 5819 HONG LEONG BANK BHD
8 1082 HONG LEONG FINANCIAL GROUP BHD
9 5225 IHH HEALTHCARE BERHAD
10 1961 IOI CORPORATION BHD
11 2445 KUALA LUMPUR KEPONG BHD
12 1155 MALAYAN BANKING BHD
13 6012 MAXIS BERHAD
14 3816 MISC BHD
15 5296 MR D.I.Y. GROUP (M) BERHAD
16 4707 NESTLE (M) BHD
17 5183 PETRONAS CHEMICALS GROUP BHD
18 5681 PETRONAS DAGANGAN BHD
19 6033 PETRONAS GAS BHD
20 4065 PPB GROUP BHD
21 8869 PRESS METAL ALUMINIUM HOLDINGS BERHAD
22 1295 PUBLIC BANK BHD
23 7084 QL RESOURCES BHD
24 1066 RHB BANK BERHAD
25 4197 SIME DARBY BHD
26 5285 SIME DARBY PLANTATION BERHAD
27 4863 TELEKOM MALAYSIA BHD
28 5347 TENAGA NASIONAL BHD
29 4677 YTL CORPORATION BHD
30 6742 YTL POWER INTERNATIONAL BHD
Note: The constituents list was last updated on 18 December 2023.

TTB can't do the math and thus do not know if index is at 2,500 to 3,000 how much the 30 component index companies need to grow their earning for their market cap to increase multifold.

TTB just trying to curry favor PMX . He is more a politician than a savy investor.

Warren Buffett is very bearish on the market.
Warren Buffett's $189 Billion War Chest Looks Bearish for StocksThe Berkshire Hathaway chief sits on a record cash pile and expects it to grow further.
BY PHIL ROSEN, CO-FOUNDER AND EDITOR, OPENING BELL DAILY @PHILROSENN
MAY 6, 2024

It is a funny world. When the one and only one real Warren Buffett is bearish the so many Warren Buffett wannables are extremely bullish.

I3 need more people like Alex™ to share his inv exp and lots to offer back to community.

Two things in life are certain, death and tax.

It is a funny world. When the one and only one real Warren Buffett is bearish the so many Warren Buffett wannables are extremely bullish.

Yes just transit only, final destination Holland.

FPSO Anna Nery achieved financial acceptance in May-23 and began generating lease income.
Currently, it still has 3 more FPSOs under construction.
FPSO Atlanta and FPSO Maria Quiteria will be delivered in year 2024 and FPSO Agogo will be delivered by Feb-26

Building a new FPSO costs approximately US$ 2.5 Bn to US$ 3 Bn. However, the cost of conversion of an oil tanker is approximately between US$ 1.5 Bn and US$ 2 Bn.

If you build 4 FPSO in a short period of 5 years what will be your cash outflow per year?
After your delivered all the 4 FPSO and generating lease rental incomes what will be the yearly cashflow?
Know how much borrowings in YTLpower book?

Warren Buffett is very bearish on the market.
Warren Buffett's $189 Billion War Chest Looks Bearish for StocksThe Berkshire Hathaway chief sits on a record cash pile and expects it to grow further.
BY PHIL ROSEN, CO-FOUNDER AND EDITOR, OPENING BELL DAILY @PHILROSENN
MAY 6, 2024

TTB of icap is very bullish on Malaysia and China market. Hope he is right

Tong theedgemalaysia sold down his holding in star media. Any chance he will buy more Insas?