DK66, please notify OTB to use your figure above to seek confirmation with Jaks CEO when they have meeting next week. Thanks

Well done! it reinforce jaks power profit expectation to deliver RM 221m TAX FREE NET PROFIT by comparing fair similar other plant in operation.

Recovery now

bought master at 1.60- 1.68

The correction due to Q4 result/political/virus etc are OVER. Jaks share price is due to strong rebound

As tycoon, VT is not only close to M, but also more closely link to ruler, particularity in business tight together.

Last opportunity to buy at current below RM 1.30. The power plant is on scheduled to fire up power electricity on trial to connect to grid very soon, follow by reliability test, a step just before COD is issue

VT, major shareholder is buying bjcrop share open market now

Jaks share price have tested yesterday low level at 1.17, recover fast indicate the rock bottom have reached. Jaks share price is expected to rebound strongly above 1.30 very soon

bought LCtitan at 1.52-1.54

Paramount have ALL element of bullish. Higher revenue + higher profit + low PE valuation < 6x + higher annual dividend payout with yield 5% + special dividend 29sen/share + board director expect 2020 will deliver even stronger result than 2019.

Bjcorp is expecting to realise a total net gain of about RM1.55 billion with gross cash inflows surpassing RM3.22 billion for our entire Four Seasons Hotel and Residences project in Kyoto.”said Tan Sri Dato’ Seri Vincent Tan, the Executive Chairman of BCorp.
- END -

Bjcorp is BIG winner and entitle most of the cash proceed. Despite the land belong to bjcorp 50%: Bjland 50%, but bjcrop also own 85% bjland, therefore, 92.5% the total the cash inflow RM 3.22 billion attributable to bjcorp shareholder.

These amount of cash inflow is 2.6x higher than bjcorp current entire market capital or 56sen /share

YES, special dividend declared 29sen + final dividend 4.5sen

VT indeed keep his promise albeit a delay more than 1 year to divest kyoto Hotel and reap handsome profit. VT also promise to declare dividend from these sale proceed to reward shareholder.

Today manage to retook at bjcorp thread and bought bjcorp at last min with discount at 21.5sen

https://klse.i3investor.com/blogs/rights_of_minority_shareholder/2019-12-16-story248018.jsp

bought bjcrop at 21.5sen

No special Parliament to determine PM, No snap election.

Yang di-Pertuan Agong masih belum memperoleh keyakinan mengenai seorang ahli Dewan Rakyat yang mendapat kepercayaan majoriti dalam Dewan Rakyat bagi membentuk kerajaan baharu.

“Pihak Istana Negara akan berhubung dengan ketua-ketua pimpinan parti politik yang mempunyai wakil dalam Dewan Rakyat, bagi memberi peluang kepada mereka untuk mengemukakan pencalonan nama ahli Dewan Rakyat sebagai bakal perdana menteri,” kata Datuk Pengelola Bijaya Diraja Istana Negara Ahmad Fadil Shamsuddin.

Ahmad Fadil juga berkata Al-Sultan Abdullah Ri'ayatuddin Al-Mustafa Billah Shah turut berkenan dengan keputusan speaker Dewan Rakyat untuk tidak memanggil Mesyuarat Khas Dewan Rakyat pada Isnin depan.
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Dalam kenyataan sebentar tadi, Ahmad Fadil juga berkata Seri Paduka Baginda akan terus berusaha mencari jalan penyelesaian selaras dengan Perlembagaan Persekutuan demi kesejahteraan rakyat dan negara.

Recovering :0)

add last batch jaks at 1.19, average down cost

add jaks at 1.25

bought back jaks at 1.26

sold back at 3.08-3.12

Q4 EPS = 6.30sen, apparently, Ho hup only record billing progression in bukit jalil mall up to stage 2 only.

Therefore, the stage 3 billing only will record in hohup next Q result. It is still far at initial stage to reap massive profit from en-bloc sale of Bukit Jalil Pavilion mall. Hohup earning momentum just begin to pick up.


Bukit Jalil Pavilion mall progression billing

stage 1: Upon execute S&P: 2.5% (RM 37m)

stage 2. Last Condition precedent fulfilled : 17.5% (RM 259m)

stage 3. Earthwork, foundation/pilling/basement and ground floor slab: 20% (RM 296m)

stage 4. Progress claim to be based on percentage of completion of the main building. The progress billing is based on monthly progress from Oct 2019 - Mar 2021: 50% (RM 740m)

stage 5. Vacant possession: 5% (RM 74m)

stage 6. 6 month after vacant possession: 2.5% (RM 37m)

stage 7. End of defect liability 15 month after vacant possession: 2.5% ( RM 37m)

add last paramount at 1.32

sold back gbg at 1.11

Major shareholder may on last day buying spree before Q4 result release

Cao-one is expect to record massive one off gain worth > RM 600m or more than RM 3/share from disposal gain from creamer manufacturing unit

https://www.pcb.my/newsroom/paramount-concludes-sale-of-pre-tertiary-education-business/

Paramount will have board meeting before Q4 result release which is either today or tomorrow.

In these coming board meeting, the date of entitlement to distribute RM 177m (29sen/share) as special dividend will be decided. Paramount will make bursa announcement on date of entitlement and date of distribution

bought can-one at 2.95-3.00

sold back deleum at 87-87.5sen

add muhibah at 1.70

Deleum should be able to deliver EPS > 3sen in upcoming Q4 result and declare higher 3.5sen final dividend

https://www.nst.com.my/business/2019/12/548380/deleum-optimistic-growing-its-core-businesses

Expect special dividend (29sen) + final dividend (4sen) to be declared very soon.

Major shareholder have consistently increase stake ahead of Q4 re4sult to be release very soon.

Hohup have entitle 18% of total GDV RM 1480m, or RM 266.4m.

Hohup 18% entitlement is based on progress billing in which hohup have claim the initial stage 1 (2.5%). The stage 2 (RM 259m) and stage 3 (RM 296m) already completed, and will bill in hohup on 18% entitlement.

Based on total stage 2 and stage 3 progress billing, hohup is expect to received total RM 99.9m cash to be bill into upcoming Q4 result.

Based on progress billing

1. Upon execute S&P: 2.5% (RM 37m)
2. Last Condition precedent fulfilled : 17.5% (RM 259m)
3. Earthwork, foundation/pilling/basement and ground floor slab: 20% (RM 296m)
4. Progress claim to be based on percentage of completion of the main building. The progress billing is based on monthly progress from Oct 2019 - Mar 2021: 50% (RM 740m)
5. Vacant possession: 5% (RM 74m)
6. 6 month after vacant possession: 2.5% (RM 37m)
7. End of defect liability 15 month after vacant possession: 2.5% ( RM 37m)

https://www.youtube.com/watch?v=2ajPbablbFQ

Sky park residence already handover to purchaser in Dec 2019. Pavilion mall have progressing well, exceed 60% progress now.

https://www.youtube.com/watch?v=2ajPbablbFQ

Sky park residence already handover to purchaser in Dec 2019. Pavilion mall have progressing well, exceed 60% progress now.

add malton at 41sen

bought deleum at 83sen

sold back all myeg at 1.23-.1.24

Add more myeg at 1.15

bought myeg at 1.27-1.28

Paramount already now is Portfolio largest stake.

bought back gbg at 1.09

add paramount at 1.34-1.40

sold back all at 1.46-1.48

sold back all at 1.77

5G + EPS growth + Net cash + dividend = Vstech