human

human | Joined since 2016-11-22

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Stock

4 days ago | Report Abuse

During Icapital.biz fund road show prior IPO, the audience and target investors type are retail.
COL or any institutional fund that could disrupt the fund operation should exit to return the fund shareholding to original form.
The fund is to serve retail investors. Those that attended the AGM can notice this is one of the listed companies with most vocal and active retail investors engagement.

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1 week ago | Report Abuse

Some holders are converting LA, seem to some holding LA for the dividend is less attractive than the new proposal.

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1 week ago | Report Abuse

What amazing is that NAV and price increase in tandem even discount remain.
If current bull on Bursa continue then the noises will start deleting their comments.

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3 weeks ago | Report Abuse

Business that depend on state intervention during bad times is not competitive.
Whether a conglomerate can restructure debt to afford the interest payment then generate profit very much depend on the business model and cash generation sustainability.
Budget air travel, leisure, logistics, fintech had bottom out and now are in demand.
Capital A businesses are well managed.
Capital A has many values to be unlock.

Stock

3 weeks ago | Report Abuse

SIA were rescued by the government help to raise Billions of SGD 3 to 4 years ago, only now can give dividends.
Airasia is doing fund raising on their own without government help, the effort is commendable, however dividends wont be any times soon.

Stock

3 weeks ago | Report Abuse

post AAX proposed acquisitions and proposed distribution by Capital A.
AAG placement create a new bulk shares with estimate 24.64%, investors that put 1b for AAG 24 months working capital.
"The Placement Shares are intended to be placed to independent third party investor(s) to be identified later".


Subscription option of 15% estimate 500++million shares,
"The Proposed Granting of Subscription Options entails the granting by the NewCo to
Garynma the rights to subscribe for such number of NewCo Shares representing, in
aggregate, 15% of the total enlarged issued shares in the NewCo immediately after the
completion of the Proposed Acquisitions (excluding treasury shares, if any) via 3
Subscription Options of 5% each. All the 3 Subscription Options will be granted by the
NewCo to the Subscriber immediately after the completion of the Proposed
Acquisitions."

price of ech option share "The issue price of the Subscription Shares comprised in each Subscription Option shall be the closing market price of the NewCo Shares as at the last trading day prior to acceptance by the Subscriber of the grant of the relevant Subscription Option during the Subscription Option Period."

Why investors pump billion and millions into a company?

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3 weeks ago | Report Abuse

Those that keen to invest or has an interest in Capital A, can spend some time read both AAX and Capital A announcement. Any point dont understand can send queries for the AGM.

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3 weeks ago | Report Abuse

this is a critical thinking question.

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3 weeks ago | Report Abuse

can observe whether tony and kamarudin convert their rcuids and wa.

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4 weeks ago | Report Abuse

Accounting and business understanding of working capital is difference.
A reorganization need new fund to run a company for certain period to generate cash to first service the interest before looking at profit,
Bankers do not expect business to clear all debts if not how they make money?
Bank that does not hold debt cannot earn profit from interest servicing.
Ideal case for bankers is that a company is under debt with constant repayment of interest that run a business that has demand and sustainable.
budget passenger flight is always on demand.

Stock

4 weeks ago | Report Abuse

The proposal cannot be interpret using accounting practices. This is corporate restructuring.
New entity AAG is created to replace AAX listing status.
AAG then group AAX(long haul), AAB(malaysia business), AAAGL(Asean exclude malaysia business) businesses into AAG control.
AAG will raise 1bil working capital from new investor.
So end results are
AAG become AA passenger airlines owner with new 1b fund to start new journey.
Capital A disposes passenger airlines business and the liabilities while still give existing shareholders assess to AAG through bonus shares. Capital A then focus on plane maintenance, digital travel platform, fintech, plane cargo logistics , etc business with a leaner liabilities.

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1 month ago | Report Abuse

Usa Strategic Petroleum Reserve (SPR) is critical mitigation to severe oil supply crisis or economic disruption.
2022 the reserve is 600million barrels, due to Russian and Ukraine crisis the reserve depletes at alarming rate till current approximate 360million barrels.
Due to high oil price, usa stop restocking the depleted oil, the reserve is at lowest level since 1980s.
So what does that mean?

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1 month ago | Report Abuse

what reason would Saudi do that?

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1 month ago | Report Abuse

When crude oil price increase only o&g company make more profit. Other non o&g companies which is the bulk of companies make up of usa economy will have a surge in cost cause reducing corp earning which reduce valuation.
Inflation increases when energy cost increase, disposable income reduction affecting usa consumption.
These 2 factors alone put pressure on stock market.

Stock

1 month ago | Report Abuse

This fund never targeted foreign institutional fund.
Ttb mentioned Col buying causes the discount, he is not proven wrong.
If Col stop buying then discount reduces or go premium will proof him right.
Majority of retail investors at AGM boo when Col mentioned, the sentiment show Col stop buying or exit will be cheered.

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1 month ago | Report Abuse

TTB mentioned that COL buying cause the price discount. If after COL stop buying then price discount reduces or go premium that will proof him right.

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2024-01-30 14:42 | Report Abuse

ttb write and talked a lot of truth about current and historical events that mainstream media report otherwise.
however when actual deploying his knowledge into investment that didnt yield good results for all of the fund he is managing except icapital.biz.
Icapital.biz long term result still a little bit better than epf but that definitely not enough to prove his method far superior.

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2023-09-01 09:24 | Report Abuse

The cash flow statement shown consistent cash generation which mean the business operation is self sustaining.

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2023-09-01 09:21 | Report Abuse

Is maybank report of capital a will only record positive profit by year end correct?
When an associate become subsidiary that subsidiary profit is recognized at group, is this not mean this quarter capital A had archived profit.

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2023-08-30 21:49 | Report Abuse

Some misunderstood the remeasurement.
The complete description is "Gain on remeasurement of previously held interest in associate"
Go point 17 this explain the associate is now a subsidiaries thus the profit of subsidiaries will be recognized at group level.

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2022-04-17 09:42 | Report Abuse

False alarm.
If use entirely china manufactured system the cost not much changes,
China to Malaysia shipping is much cheaper, another plus point under RCEP simpler logistics with reduced tax.

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2022-03-01 13:53 | Report Abuse

Sslee did u know something that no one know? Or u have the knowledge that what Jaks CFO briefing is not true?
Sincerely think that if you know some new information that is not public knowledge please share.

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2022-03-01 13:44 | Report Abuse

Jaks management also conducted presentation through IB that talk about PP, RI, near term working capital, bank borrowing and timeline of JHDP profit distribution to Jaks.
Many questions asked in last AGM and recent presentation were answered , thing did happen according to the briefing.
Any reason to re post the question and doubt this doubt that?

Stock

2021-10-31 10:35 | Report Abuse

Past
Property development business exited thus is HISTORY.

Present
JHDP is not a worry in any near term future, plant is completed 1H results has shown that the management guidance of 100m profit likely to be exceeded by some margin.

Property investment downturn plateau with government implement economic activities reopening, even latest qtr show operating wise is breakeven which mean improvement should start with recoveries.

Future
Solar plant is simple a financing, easy to built and steady income business with minimal risks. Those with own factory that has large enough rooftop to install scalable solar panel and resale to TNB know well this is a simple low risk business,

Exploring Vietnam LNG power plant aligned with Vietnam energy development direction.
Look at Vietnam economic development for the past decades, no doubt the country huge potential is still waiting to be unlock.

Exploring Sabah power plant with state investment arm. Sabah is a big state which is underdeveloped and work with state investment arm is the right decision.

Past mistake is HISTORY, Present the Income is COMING SOON, Future the direction is correct with wise decision exploring business at the right direction and location.

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2021-10-27 11:38 | Report Abuse

many do not understand solar panels manufacturing and the raw materials cost. No doubt solar panels and raw materials to built solar power plant increase compare to last year, the big spike is more substantial to usa and europe due to:
1) solar panels, raw materials mostly are from asia
2) congestion at major europe and usa ports, higher fuel cost and higher logistics cost due to high demand for goods.

there are price hike but the effect is less to Asia countries because Asia(mainly china manufacturing capacities) is the largest manufacturers and the raw materials are from Asia.

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2021-10-08 14:30 | Report Abuse

When there are lot of sunlight at the right time Solar plant output is good, not enough sunlight then other energy type power plant has to supply to meet demand.
When there are rain fall hydroplant output is good, not enough rain fall then other energy type power plant has to supply to meet demand.
So either is coal, hydro, solar, lng, plants that form a country power generation portfolio their main priorities are to complement each other to ensure energy securities less so on competition.

When the coal price is high the country energy commission can choose other energy type and stop the coal power plant.

The BOT of JHDP has consider this adjustment need thus the payout is capacity payment + electricity sales.

Most earning 80% or more is from capacity payment while electricity sales is a bonus.

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2021-06-11 11:40 | Report Abuse

salute is a design house that has the technological competencies, this type of business seldom make consistent profit. they will make profit when there is a large demand, their earning fluctuate.

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2021-06-11 11:37 | Report Abuse

salute is still the ems contractor and did manufacture headsets for Sony few years ago, however Sony make their own headsets now.

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2021-06-10 16:34 | Report Abuse

due to high vaccination rate happening at western countries, outdoor activities will gradual pick up and demand for these product type will surge.

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2021-06-10 16:31 | Report Abuse

if not mistaken salute also manufacture this https://www.nuheara.com/hk/products/iqbuds-max/.

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2021-06-10 16:19 | Report Abuse

seem more superior and much cheaper than recent launched sony WF-1000XM4 model.

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2021-04-11 17:30 | Report Abuse

sslee seem that u start another challenge to Jaks BOD, hope this time the replies is what you want. I dont fully agree with you method, however respect your fight for governance.

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2021-02-19 13:20 | Report Abuse

the forced digitalization acceleration due to new normal will accelerate Krono growth since the main business is EDM.

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2021-02-15 17:08 | Report Abuse

TA seem to show cup and handle formation complete.

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2021-02-03 15:01 | Report Abuse

salutica is both design house and manufacturer, this type of company more competitive and has better potential to secure more business during recovery.

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2021-01-23 11:14 | Report Abuse

I read some of the things you write, can say professional and knowledgeable. Dont need to waste time with Jaks if dont suite your investment criteria.

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2021-01-23 11:12 | Report Abuse

sslee take a rest, dont need to hold grudge against alp.

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2021-01-14 21:21 | Report Abuse

weekly and daily macd seem bullish.

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2020-11-30 14:19 | Report Abuse

I found some promoting other counters at jaks forum a bit amusing.

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2020-11-29 13:00 | Report Abuse

Ideal case is all electricity from renewable sources, practical case world wide countries use fossil fuel and renewable power plant mixture portfolio to cater to a country power demand . This is not limited to developing countries, many developed countries also manage a mixed portfolio to match economic demand.

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2020-11-27 22:32 | Report Abuse

new comers please go read DK many facts and figures articles to understand Jaks prospect better. there are too much noises here full with speculation that tend to misled.

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2020-11-26 09:49 | Report Abuse

short term traders selling pressure has to exhaust before the price can hike.

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2020-11-19 18:12 | Report Abuse

sslee dont take text out of context.

I repeat again the crucial points of looking at facts, not endless speculation of what the bod will do in the future.

Example for Jaks case, the RI benefit lots of existing shareholders.
Property development business exited according to 2019 agm statement.
Power Plant unit 1 2020 completion according to 2019 agm statement.
These are the facts.

Which existing shareholders that fully subscribe to the RI dont benefit from the average lower cost per share?

Dont know how to subscribe RI then go learn, nothing free.

LTIP is an old story approved many years ago, not something new.

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2020-11-19 10:04 | Report Abuse

sslee please talk facts, I know u bitter of Jaks bod.
Many company with good bod and owner but some of these investment become value trap for shareholders because the owner do not care of price performance.
Some company bod are controversial, the owner carried out corporate exercise to benefit themselves as shareholders which also benefit retail shareholders.
KLSE has been like that for decades.

To speculate the bod future behavior is not sensible since no one can predict ones future behavior, I doubt anyone can even accurately predict ones neighbors future behavior.

Example for Jaks case, the RI benefit lots of existing shareholders.
Property development business exited according to 2019 agm statement.
Power Plant unit 1 2020 completion according to 2019 agm statement.
These are the facts.

Hope no offence taken, I respect you on the consistent pursue of listed company corporate governance.

I dont agree DK effort of writing fact and figure articles are easy works, these articles has lots of information, require deep understanding of various valuation method and competitor performance of power sectors. This take many hours of hardworks.

While speculation of bod future behavior is futile exercise.

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2020-11-18 10:27 | Report Abuse

seem those sold off before ex right or didnt subscribe right become very bitter and repeating the broken records of speculations.
What does these people gain from these?
Become annoyance to those that subscribe right and benefit?
superiority complex that think himself very smart not subscribe to right even the facts show the contrary ?
hope that the bad mouth speculation can bring down the price to prove himself smarter than the rest?
What is the purpose of forum discussion if without facts and pure speculation?
Is this not tiring that the forum users attack each other instead of facts based discussion?

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2020-11-17 23:03 | Report Abuse

this debunk all the false speculations.
1) exit property development, 2) complete unit 1 end 2020 which the bod mentioned in 2019 agm all happen accordingly.
u can dislike the bod or management, what mentioned and promised in 2019 agm all fulfilled.
These are the actual facts.

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2020-11-13 09:34 | Report Abuse

What is the concerns of LTIP? Since when Alp selling his shares?

When given LTIP he has to pay tax, no running away from tax office.
How he benefit from large shareholding if he dont sell his shares when he has to pay tax?
The higher the Jaks price the higher the tax.
Will declare dividend from power plant profit a way to direct benefit shareholders and also him?

Sometimes this type of common senses question will be better to understand the situation than mere speculation.

Be logical, those new comers please go read many of DK articles that talk about fact and figures.

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2020-11-13 09:04 | Report Abuse

Many has doubt of Alp credibility due to various corporate exercise and the lack of willingness to communicate.
Put that aside, is difficult to speculate what a person will behave.

Take things at face value, 2019 AGM the BOD make few commitment:
1) Complete Pacific Star project by end 2020
2) Exit from property development business once Pacific Star project complete
3) Complete power plant on time.

Power plant completion is CPECC credit, while the property development which is most shareholders main concerns had concluded.

Share investment is about looking forward.
Whatever bitter experience is past tense, let look forward on the power plant completion and the potential benefit to Jaks.

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2020-10-19 17:39 | Report Abuse

finally someone that talk logic not speculation of whether the management behave.

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2020-10-19 17:17 | Report Abuse

Nepo, why u think the director cheated u?