Emotional Introvert Most defining characteristics: You are sensitive, melancholic and a perfectionist. You are a very emotional, caring and dedicated person. You believe that there is a bigger picture in life, one that we canât really see, but we can feel. You are very compassionate, strong minded
Followers
80
Following
0
Blog Posts
235
Threads
5,783
Blogs
Threads
Portfolio
Follower
Following
2023-09-13 09:43 | Report Abuse
Yes.
The value is mark to market every quarter.
2024-05-13 07:51 | Report Abuse
investments in listed equities
Singapore equilvalent RM 102,361,000
HK equilvalent RM 37,315,000
US equilvalent RM 23,175,000
Australia equilvalent RM 10,469,000
2024-05-13 07:47 | Report Abuse
Insas foreign investment as at 31/06/2023
US Singapore Sterling Australian Hong Kong Other Dollar Dollar Euro Pound Dollar Dollar currencies Total
RM’000 RM’000 RM’000 RM’000 RM’000 RM’000 RM’000 RM’000
Financial assets at fair value through profit or loss
23,175: 102,361: 151: 769: 10,469: 37,315: 7,520: 181,760
2024-05-13 07:42 | Report Abuse
As of 30 June 2019, the Group’s investments in listed equities are primarily in the properties and REITS, consumer products and financial services sectors in both local and overseas stock exchanges, and the
key equity investments include, amongst others, IGB REIT, Ho Hup Construction Company Berhad, Omesti Berhad, SYF Resources Berhad and Oversea-Chinese Banking Corporation Limited.
2024-05-12 19:30 | Report Abuse
TheContrarian,
Tomorrow should I buy some Sg Bagan and Kucai?
2024-05-12 19:06 | Report Abuse
Repost:
When you tender and received contract to build FSPO for client long term lease you then borrow money (many billions) to build the FSPO. The borrowing is recorded as liabiliaties.
On the assets side during FSPO contruction period the asset is recorded as contract asset and when FPSO delivered to client and on production state it is recorded as finance lease receivables.
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
2024-05-12 00:47 | Report Abuse
Repost:
FYE 2024 Yinson Production Operations results overview (YoY)
Revenue PAT
YTD Q4 FYE 2023
(RM’ mil)
YTD Q4FYE 2024
(RM’ mil)
Variance (RM’ mil)
Revenue 1,631: 2,279 : 648
Gross Profit 951: 1,480: 529
EBITDA 1,162: 1,643: 481
PAT 576 :776: 200
PATAMI 498: 628 :130
The PAT margin is 776/2279 about 34%
FYE2024 Yinson Production EPCIC results overview (YoY)
YTD Q4
FYE 2023
(RM’ mil)
YTD Q4
FYE 2024
(RM’ mil)
Variance
(RM’ mil)
Revenue 4,561 9,220 4,659
Gross Profit 813 1,440 627
EBITDA 792 1,441 649
PAT 340 682 342
PATAMI 401 648 247
During FPSO contruction EPCIC result. After FPSO delivered and acceptance then it is Production Operations results
0 seconds ago | Report Abuse
I can't understand rich man thinking. Can they bring their rich to grave.
They need to understand in giving we received.
0 seconds ago | Report Abuse
If only insas pay out to shareholders what Insas received from inari dividend what will be that dividend amount?
2024-05-12 17:46 | Report Abuse
Wasted my so many years of asking BOD at every AGM to pay a reasonable, fair and equitable dividend.
Now I only know the real reason is Insas can't pay dividend.
2 months ago | Report Abuse
By the way many qualified borrowers of Insas Credit and leasing actually pledged Insas associate companies shares for multi-million loans.
2024-05-04 21:09 | Report Abuse
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
2024-01-06 19:29 | Report Abuse
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.
2024-05-12 11:29 | Report Abuse
Any comments before I send out the above email next week?
2024-05-12 09:01 | Report Abuse
https://www.vesselfinder.com/?imo=8618217
FPSO Atlanta location
2024-05-11 19:30 | Report Abuse
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.
2024-05-11 18:33 | Report Abuse
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.
2024-05-11 15:45 | Report Abuse
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.
2024-05-11 15:33 | Report Abuse
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
2024-05-11 15:20 | Report Abuse
Dumbass go read M&A quarterly report and learn how M&A report Remisier Commission.
2024-05-11 14:31 | Report Abuse
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
2024-05-11 14:24 | Report Abuse
I want to disclose I only hold 1,000 capA share so that I can send my AGM questions to capA' BOD.
2024-05-11 08:52 | Report Abuse
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.
2024-05-11 08:46 | Report Abuse
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.
2024-05-10 18:56 | Report Abuse
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
2024-05-10 17:44 | Report Abuse
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
2024-05-10 17:35 | Report Abuse
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.
2024-05-10 17:00 | Report Abuse
OCBC, Microlink not an associate company of Insas. Insas hold some OCBC shares as fair value financial assets.
2024-05-10 16:34 | Report Abuse
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.
2024-05-10 15:58 | Report Abuse
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.
2024-05-10 15:41 | Report Abuse
Know what is Jaks yearly Administrative expenses?
2024-05-10 15:35 | Report Abuse
You can look into Page 215 insas 2023 Annual report on Foreign Currency Financial Assets held by Insas.
2024-05-10 12:49 | Report Abuse
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?
2024-05-10 12:22 | Report Abuse
The Real Trick To Making Money Is — Buy Low, Sell High.
Doesn't matter whether PN17 Serbadk, Sapnrg, CapA or blue chip Maybank, SIA.
2024-05-09 19:01 | Report Abuse
As a shareholder I can send in my advance questions for the AGM.
2024-05-09 17:22 | Report Abuse
By the way I hold 1,000 unit capA shares just to make myself a shareholder.
2024-05-09 17:20 | Report Abuse
Everyone are welcome to add in more questions for the AGM
2024-05-09 16:25 | Report Abuse
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
2024-05-09 09:12 | Report Abuse
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
2024-05-09 09:05 | Report Abuse
Dumbass go and read M&A quarterly result and then come back to tell me how M&A report their Remisier commission.
2024-05-09 08:08 | Report Abuse
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.
2024-05-09 07:36 | Report Abuse
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.
2024-05-09 07:30 | Report Abuse
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.
2024-05-09 00:33 | Report Abuse
2023:2022
RM: RM
Administrative expenses (100,334,580) (98,804,553)
2024-05-09 00:06 | Report Abuse
Forget about jaks. Come back only in year 2030.
2024-05-09 00:03 | Report Abuse
Know depreciation based on how many years and the term loan tenure?
2024-05-08 23:59 | Report Abuse
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.
2024-05-08 23:53 | Report Abuse
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.
Stock: [INSAS]: INSAS BHD
2024-05-13 09:55 | Report Abuse
Q2 end 31/12/2023
RM'000
(Loss)/Gain on fair value changes of financial assetsat fair value through profit or loss (1,081)
Hopefully Q3 end 31/03/2024 will have some gain.