add me tq

I respect DK66, OTB, pjseow for their honestly and responsible.. u need to be responsible for ur own money

Thanks liewtz06

liewtz06 Leapkcfy, the link to this information is:
http://www.ceec.net.cn/art/2020/3/5/art_11019_2076743.html

Liewtz06, where did u get this information?

liewtz06 Information released from CEEC website on 5th Mar, only 1 week ago, in which stated whole set of generator starts operating in Apr. Anyone can verify whether this is inline with the latest schedule provided by Jaks management? Or CEEC information is more trustworthy? 当前，越南海阳2台60万千瓦电站建设者正在进行1号机组点火冲管后的恢复和消缺，为4月机组整套启动做好充足准备

DK66, i know u have ride on the stock from 1.8 to 0.4 then 0.4 to 1.5.. mind to share ur view on this? and ur current psychology.. the seller is huge today, and top volume.

Any comment on Jaks management transparency?

qqq33 become a support of Jaks? wow..

Thumbs up for u pjseow!! this is very true

pjseow The two newcomers to the Forbes 50 richest men in Malaysia trigger my thoughts on long term investments. The two gentlememt are major shareholders and founders of Vitrox and MI. Their returns are at least.a few hundred time or thousand time. They were engineers 20 years ago and today they are self made billionaires. In stock market, we have the day traders,short term investers, medium term investors and long term investors. Only long term investors can reap a few X to 50X returns.

Red Tulip FYI, YTLP is trading at PE 14.. and jaks is so much lower than this.. we only assume jaks PE 10.. do u see the potential?

agreed with Icwin on the Jaks management part. i do not know why the management need to be so scecretive about their Jaks power plant. they should show more transparency like MFCB. But still, i believe Jaks Hai Duong BOT will do will until 2021! the profits is real and vietnam is in serious short of electric supply.. current valuation is too cheap to ignore.. Must be patience to let the real value surface to investors.


lcwin Hi OTB yes in perfect conditions it can be achieved.
I think the major reason Jaks is at a low price is Issues regarding perceived Jaks management honesty and transparency.
To me the major shareholder have been diluting and issuing securities that is questionable in nature.
THey only hold very little Jaks shares which makes IB nervous and that goes for me as well.hahaaha... I know most of their holdings are held under nominees which begs the question what is the reason behind this.
Controlling shareholder management seems extremely secretive on the power plant compare with MFCB which have clear precise announcement and costing right from implementation to final COD.
lastly yes I am holding Jaks share bcos even at this price it still a good bet compare with its peer as long as a reasonable discount is given for the above uncertainity. No risk no gain...
konghefattchoy everyone

Thanks DK66 for ur timely updates! ur work will be appreciated

gunter news is outdated..

DK66 we can decide ourself.. no harm to do wild estimate now.. and the believers will always the believer and naysayers will be forever stay away..

Looking forward to OTB meeting with jaks management next week!!they went to hanoi today because jaks hai duong achieved a new milestone!!! Huat ah guys!

hng33 finally come back again.. lol

Ricky is right, early completion and energy sales is a bonus!

based on latest quarter result..

business actually improved and whatever impairment is done on last FY

new Financial year will record better earnings with less depreciation & amortisation

MFCB COD at Jan 2020.. but Sept - December Quarter already shows energy sales revenue...

Asumming Jaks Unit 1 COD around March, we will see energy sales contribute to Jaks on this coming quarter too

Good one Probability!

No matter how i see to the QR, it is a good results! business improved! furthermore we r buying into their future prospect that is their Hai Duong Power Plant. share price drop due to poor market sentiment

DK66 is right.. after assets write off.. there will be less depreciation charges starting FY2020 hence increase the net profit moving forward!

i m curious when will be the testing for turbines?

drop in net profit is due to impairment! it is one off.. in fact business improved..

and we r buying on the power plant! the future growth prospect

this Busyweekly8888 love to mislead people.. maybe he short jaks and lost a lot of money

Very well said DK66! my respect to u and ur patience!

DK66, out of curious. Can u share ur experience on the ride from 1.8 to 0.40 then to current 1.40.. it is not an easy ride

here come the naysayers!! hahaha very funny .. obviously they do not understand about jaks

Agree with OTB.. u cannot control market sentiment! u only can control ur entry and exit!

pjseow u mean discounted rate? usually 12 represent a higher risk business in DCF

Results for MCFB is good and more contributiong fron the don sahong division.. management expect significant boost from the full commercialization in 2020...

same will applies to JAKS!

Huge down fall in US market on last friday. If jaks can break 1.54 and up.. on monday... something great is cooking

huge volume buying at 1.54.. next week explode

I hold and keep adding since November 19... very excited now as it is close to COD

I like this sentance DK66!!! feel the earth move under your feet!!!! LOL

DK66 Wait till the power plant is fired up in March 2020, you can feel the earth move under your feet.

price has been hovering around 1.51-1.53.. a indication that after the QR share price will explode.. especially it is near COD..

a lot of sellers and buyers around 1.52

Share price will always move 6 months ahead of profit growth! Official COD of Unit 1 in May and COD of unit 2 in November

Dk66 admin said that video is 2019 dec, now is 2nd already

Their previous ID banned, thats y create new ID to con newbies!

Agreed with Tiger66

Investor of Jaks must always remember that share price always move ahead of actual events! people will buy on the future not current!

if you always look at the PAST, u will always missed a good deal..

We r investing in their Hai Duong Power Plant.. which is the 25 years concession is a solid cash flow for the company

even u take only RM140m net profit

140m/651m = 0.215 EPS

PE 8 = 1.72
PE 10 = 2.15

If it happens to be 250m as OTB forecast.. the share price will be a lot higher!

TA showing very bullish!

Hold tight! and enjoy the ride

Very good piece of infomation DK66! May i know why after the testing of 168 hours, u still expect COD around may/june? It seems ready for COD before that

Very happy to see that everyone r taking the efforts to give suggestion and especially OTB to email Andy Ang. i believe the share price of Jaks will follow the share price of MFCB and easily hit half of MFCB share price after Unit 1 COD.

I think many ppl will drill on hai duong power plant on coming AGM

We cannot control there daily price up and down.. but we can control our buying and exit point! keep our cost low.. just ride on the trend.. Congrats to Jaks believer!

DK66 You cannot perform steam blow test without completing hydro test first

Thanks for your clarification DK66! Appreciate!

Boiler hydraulic pressure test completed!! One step closer to COD!

https://www.facebook.com/108230520514069/posts/175948737075580/?d=n

Boiler hydraulic pressure test completed!! One step closer to COD!

https://www.facebook.com/108230520514069/posts/175948737075580/?d=n

Dk66 article support with facts and figures

VS

Kyy article with full emotion attached..

On technical point if view, it is testing 1.51 level now. Hope to see a bullish candle tomorrow to confirm a stronger up trend.

Price broke out trendline at 1.33 level..

Fundamental front.. no need to doubt. Based on 200m net profit in 2020, current price is too attractive to ignore.

Remember, share price always move based on future earnings growth!!

Congratz to all Jaks holders!

Pity those naysayers.. keep bad mouth about jaks and missed the opportunity to win big

Great sharing Dk66!

yes, in my view they will not produce it for free.. there are cost involved. so they will get from it too

Agree, means the actual COD will be on mid of 2020 and march is the testing period, but they will also get some revenue for producing electricity during that period as well right

DK66, many said that COD of unit 1 will start as early as march 2020. What is ur view on this statement?