https://klse.i3investor.com/blogs/general/149222.jsp
[转贴] [DAGANG NEXCHANGE BHD, fighting for growth] - James Share Investing

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5708725
profit RM102,375,000

https://klse.i3investor.com/blogs/general/148961.jsp
[转贴] [ANN JOO RESOURCES BHD, moderate growth] - James Share Investing

https://klse.i3investor.com/blogs/general/148591.jsp
[转贴] [SAPURA ENERGY BERHAD, challenging short to medium term] - James Share Investing

https://klse.i3investor.com/blogs/general/148455.jsp
[转贴] [HIBISCUS PETROLEUM BHD, many works needed] - James Share Investing

https://klse.i3investor.com/blogs/general/148383.jsp
[转贴] [AIRASIA X BERHAD, better future ahead?] - James Share Investing

Assume the profit margin is 28%.

http://www.swepdi.ceec.net.cn/art/2018/2/5/art_17693_1576370.html
越南海阳2×60万千瓦燃煤电厂烟囱外筒顺利到顶

Wow, just realise Serbadk has a market cap of RM5b, annual profit of RM246m. Jaks should have a market cap of RM5b, share per price should be RM10.12!

https://klse.i3investor.com/blogs/hwangdbs/146721.jsp
JAKS - Vietnam Story Has Only Just Started

I smell the frustration and jealously of those who missed the boat when Jaks was RM1.26...

Don't play with Oldhand88 la... OTB is Mr. Ooi Teik Bee

Comparing the spirit of Vietnam vs India:
http://www.twoeggz.com/picture/146333.html
Vietnam

http://dy.163.com/v2/article/detail/C8129SLV0515B2F5.html
India

CharlesT: India really have a problem of delay and inefficiency of doing infra-structure projects. But not so with Vietnam. In fact, Vietnam is highly efficient in doing infra-structure projects. 2 nations got totally different issues regarding power generation business. Communist governments are very careful and efficient when come to dealing with power plant.

1 more thing. You can't trust the "target price" set by the Public Bank research report. Wait another few quarters, you will see the target price increasing again.

https://klse.i3investor.com/servlets/ptres/43668.jsp
Jaks Resources Berhad - Vietnam Power Plant Site Visit

Power spending in Vietnam is expected to be at c.USD123.8bn on EVN’s estimates, to develop the country’s power system within the next 20 years. Hence, power spending is expected to average
c.USD6.8bn p.a. All in, Vietnam plans to invest in up to 98 power plants with a total capacity of 59,444 MW. This presents an immense opportunity for the Group, in our view, to become one of the
meaningful power plant owners in Vietnam if it can deliver its maiden power plant project successfully.

Personally, I smell a lot of envy, hatred, and jealousy upon KYY and his wife. Sinful human nature.

MFCB market cap is RM1.5b, Jaks price should be at least RM3.12 to match its market cap.

coecoe: Based on exchange rate 3.89, 40% of USD530m = USD212m = RM824.68m

By reading those un-intelligent comments, now I know why 90% of people loss money in the stock market.

MFCB 80% owned Don Sahong hydroelectric dam can generate 260 MW, the cost of this project is USD500m. 80% equity only, which is only 208MW. Compared with Jaks 40% 1200MW power plant, which is 480MW! In the MFCB 2016 annual report page 11, the statement: "We believe that the Group’s financial performance and quality of earnings will improve significantly when the Don Sahong Hydropower Project commences commercial operation in year 2019. The earnings from this project will contribute a long term steady income stream to the Group, enabling it to take on business opportunities that arise and create long term sustainable growth for shareholders." Take note, MFCB only got 208MW capacity, still can improve significantly; how much more for Jaks 480MW!

GoHaiDuongGo: You are welcome. Jaks is now in a very critical transformation stage, you won't regret buying the shares.

http://www.apcc2.com/art/2018/1/23/art_8427_1565237.html
越南海阳2×600MW燃煤电厂2号汽轮机基础混凝土顺利浇筑完毕

http://m.sohu.com/a/219841844_436794
越南海阳2×600MW燃煤电厂工程主厂房钢结构开始吊装

http://en.evn.com.vn/d6/gioi-thieu-d/RETAIL-ELECTRICITY-TARIFF-9-28-252.aspx
RETAIL ELECTRICITY TARIFF

Got different rates here, is unfair for you to use low tariff to make up your point.

https://klse.i3investor.com/blogs/koonyewyinblog/135600.jsp
Jaks’ 1,200 MW power plant can generate 1,200 X 1,000 kilowatt of electricity per hour at 0.073 USD/ kwh = USD 87,600 per hour.

In fact, KYY will continue to buy more using margin. He is happy to buy cheap from bluebiznet at this moment.

GoHaiDuongGo: https://klse.i3investor.com/servlets/ptres/43084.jsp
Jaks Resources - Supported by Write-back

After 25 years, the IPP will be given free to the Vietnam government. So must make sure each year earn USD149.48m.

cn21, I have another calculation:
cost of IPP = USD1868.5m
assuming to make profit to double the cost = USD3737m, divide 25 years, 1 year profit should be USD149.48m. KYY sales of USD530m per year, so profit margin is 28%. 40% of USD149.48m, with current exchange rate of 3.89, = RM232.43m

Also, investing approach like always looking for free cash flow, past history earnings ALONE, also cannot win big, like kcchongnz methods. He can't accept company not having free cash flow for few years (during huge aggressive capital expansion) and past poor earnings. Investing share is investing FOR FUTURE!

If you follow the investing style of TTB news letter or Icap approach, you can't make big score. Why? Simple, because kiasi and kiasu. Like Warren Buffet said, make a correct decision, sailang the correct stock and you will win big! If you invest like Icap, say 50% cash holding, stock a 5%, stock b 4%, stock c 7%, ...., you can't win big.

O come on folks! Many of you are missing the whole big picture of Jaks! You must understand the upcoming IPP which is worth USD1.87b is going to change the fundamental of Jaks forever! That is why KYY and his wife are literally turning Jaks INTO THEIR OWN company now! The whole BOD of Jaks are working for them now! I think this is the first time for them to be the No. 1 shareholder in the public listed company. I also have studied the whole IPP carefully, and take note the "extremely calculative nature" of Chinese partner, they won't fund the whole project if the project is not going to make A LOT OF MONEY. Personally I also sailang into Jaks. I trust Jaks will make me a multi mil in few years time. NOW IS THE TIME!

30% of IPP is RM2.2b, 40% of IPP is RM2.9b...

http://m.sohu.com/a/218372371_436794
越南海阳2×600MW燃煤电厂1号机组汽机基座底板开始浇筑

https://klse.i3investor.com/blogs/koonyewyinblog/144184.jsp
JAKS' 1,200 MW Power Plant Construction Progress Report - Koon Yew Yin

I don't think Texchem dividend yield can sustain in the long-term.
shortinvestor77: noted

https://www.youtube.com/watch?v=pPqkjEPDJTw
JAKS Resources: Vietnam Remains Core Profit Generator

My stock as below:

JAKS 20%
LEESK 20%
HUBLINE 20%
NGGB 20%
SEACERA 20%

https://klse.i3investor.com/blogs/hwangdbs/139453.jsp
Jaks Resources - Supported by Write-back

https://klse.i3investor.com/blogs/koonyewyinblog/139332.jsp
JAKS' 1,200 MW Coal Fired Power Plant, Vietnam Site Visit - Koon Yew Yin

mamakspecial: After 1 year, you won't get RM1.43

http://english.vietnamnet.vn/fms/business/189519/electricity-sector-gets-bot-boost.html
The Hai Duong BOT plant project spearheaded by Jaks Hai Duong Power Co., Ltd., a joint venture between Malaysian Jaks Resources Bhd and China Power Engineering Consulting Group Co., Ltd., expects to come into operation over the next few years since it started construction in March 2016.

http://www.theedgemarkets.com/article/jaks-resources-see-higher-growth-vietnam-epc-segment
JAKS Resources to see higher growth in Vietnam EPC segment

When price rose to RM1.5, people kept silent. Now dipped to RM1.36, people cursed like no tomorrow. Anyway, now is a good opportunity for long-term investors to collect at low point...

https://www.youtube.com/watch?v=MQoHILu2xHA
2016年，（冷眼）冯时能吉隆玻讲座会与股票分享 - part 2

Nine months net operating cash flow is RM168m, Current liabilities reduced RM49m, not bad.

https://www.youtube.com/watch?v=K3k3QrvKgZ8
2016年（冷眼)，冯时能吉隆坡讲座会新书推荐 - part 1

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5609873
MR KOON YEW YIN

http://www.mei.net.cn/dgdq/201708/745444.html
越南海阳2ⅹ600MW燃煤电厂工程开展消防应急演练（附图）

http://www.hlfdw.com/xiangmujianshe/20171025187515.html
越南海阳2×600MW燃煤电厂工程#1-1锅炉基础短柱混凝土已浇筑完成

Investing in shares is not about KYY la.... Even if he sold all his shares in Jaks, I'll still hold Jaks. Look at what is happening in VS and Liihen now...

RM1.50, maintain buy!

Mr. KYY plans to hold long term... If China firm became a major shareholder, the JV business model is going to grow too