Post removed.Why?

Further to Jaks EPS on xiaoeh calculation.. I said is Wrong and asked him to check on NOSH :

EPS=Earning / Latest No. of Share
EPS=15,527,000 / 2,225,267,000
EPS= 0.0069775

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👉👉Jaks price had been press down on 2018 n on 2021 until RM 0.155 …on 2024..

52w 0.145 - 0.245

NTA 0.67

👉 PE : 23.66
( If based on FY22 ended December 2022 .. PE = 6.86 )

Nosh 2.370 Billion shares

Haha as posted earlier:

Haha no worries on Jaks :

👉 YTLpower price had been press down since 2013 until Below RM 1.00 on 2022 …

Starting March 2013 is Uptrend…RM 1.10 by May 2023 …

52w 0.830 - 4.240

NTA 2.26

PE : 8.98

Nosh 8.159 Billion shares

Taken 52W Low , 0.830 >>
Margin of Safety = 172 %

YTLpower Gearing Ratio is more than 1.00X as borrowed to finance the Projects ..

So far CAGR is Increasing:

3Y +215.2% TTM + 176 %
5Y. +25.5% TTM. +43.5%



>>>

👉👉Jaks price had been press down on 2018 n on 2021 until RM 0.155 …on 2024..

52w 0.145 - 0.245

NTA 0.67

👉 PE : 23.66
( If based on FY22 ended December 2022 .. PE = 6.86 )

Nosh 2.370 Billion shares

>> Taken current Price 0.155 >>
Margin of Safety = 332 %

Jaks Gearing Ratio is 0.350X as issued 2 times RI n 5 times PP to finance the Projects ..esp :

1.) Vietnam Power Plant ( USD 1.87 billion ~ RM 8.0 Billion) … COD on January 2021…

2.) LSS4 50MW Project ( RM 240 million)..
COD on 21 August 2023 …


👉👉👉 Remark : the 1st RI issued in Warrant B RM 0.25 on 2018 with EX price RM 0.64 , is changed to Ex price RM 0.34 on 2022 ..Purpose is to Prevent Take Over on 2018 ..

> All Warrant B is not Converted … A Disaster to both end even Jaks insiders n minorities shareholders..

>> Warrant B is Expired on December 2023 ..

So far CAGR is Improving:

3Y -21 % TTM + 29.9 %
5Y. -15.8 % TTM. + 0.5 %

Haha as l had replied Philip that my investing capital divided into 50 % : 50 % = 


A ) 50 % in Value n Growth stocks with DIVIDEND payout higher than Bank interest rate …or esp those with Dividend Policy , eg : 60 % .. 


Coming ipo on 99 Speed Mart with Dividend policy 50 % .. 


B) 50 % in higher risk stocks with Calculated Risk …



👉👉👉 Haha no worries on Jaks …like Zelan with Calculated Risk on 2020 during debated against Calvin in Netx … 


I had CutWin Zelan n MMC ( Zelan Mother) during MMC privatisation news on 2021 … 


Within 2 years made Profit between 100 to 200 % …

Post removed.Why?

Haha as recently news article on SC raids on public listed companies in PJ location… the famous L.H Building since 2020 ..

Netx is located inside the Building with other public listed companies…

Netx — Fintech ( mother ) — Adamas HK stock / Nasdaq ( Grandma )

A news article published on 2021 that there are 46 Kon stocks….

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Haha Never respect Kon n actor ..

Beware Gaipo Actor Xiaoeh pretend acting :


xiaoeh
xiaoeh | Joined since 2020-05-07

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Haha Never respect Kon n actor ..

Beware Gaipo Actor Xiaoeh pretend acting :


xiaoeh
xiaoeh | Joined since 2020-05-07

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Haha Gaipo Actor Xiaoeh still acting le …

xiaoeh
xiaoeh | Joined since 2020-05-07

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Post removed.Why?

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Haha oredi said is a Gaipo Xiaoeh pretending …

Posted by xiaoeh > 7 seconds ago | Report Abuse

Agree Mr Huang...😂

>>>xiaoeh
xiaoeh | Joined since 2020-05-07

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Post removed.Why?

Stock: [JAKS]: JAKS RESOURCES BERHAD
2 days ago | Report Abuse


Haha as l had replied Philip that my investing capital divided into 50 % : 50 % = 


A ) 50 % in Value n Growth stocks with DIVIDEND payout higher than Bank interest rate …or esp those with Dividend Policy , eg : 60 % .. 


Coming ipo on 99 Speed Mart with Dividend policy 50 % .. 


B) 50 % in higher risk stocks with Calculated Risk …


Stock: [JAKS]: JAKS RESOURCES BERHAD
2 days ago | Report Abuse


👉👉👉 Haha no worries.. like Zelan with Calculated Risk on 2020 during debated against Calvin in Netx … 


I had CutWin Zelan n MMC ( Zelan Mother) during MMC privatisation news on 2021 … 


Within 2 years made Profit between 100 to 200 % …

Haha no worries on Jaks :

👉 YTLpower price had been press down since 2013 until Below RM 1.00 on 2022 …

Starting March 2013 is Uptrend…RM 1.10 by May 2023 …

52w 0.830 - 4.240

NTA 2.26

PE : 8.98

Nosh 8.159 Billion shares

Taken 52W Low , 0.830 >>
Margin of Safety = 172 %

YTLpower Gearing Ratio is more than 1.00X as borrowed to finance the Projects ..

So far CAGR is Increasing:

3Y +215.2% TTM + 176 %
5Y. +25.5% TTM. +43.5%



>>>

👉👉Jaks price had been press down on 2018 n on 2021 until RM 0.155 …on 2024..

52w 0.145 - 0.245

NTA 0.67

👉 PE : 23.66
( If based on FY22 ended December 2022 .. PE = 6.86 )

Nosh 2.370 Billion shares

>> Taken current Price 0.155 >>
Margin of Safety = 332 %

Jaks Gearing Ratio is 0.350X as issued 2 times RI n 5 times PP to finance the Projects ..esp :

1.) Vietnam Power Plant ( USD 1.87 billion ~ RM 8.0 Billion) … COD on January 2021…

2.) LSS4 50MW Project ( RM 240 million)..
COD on 21 August 2023 …


👉👉👉 Remark : the 1st RI issued in Warrant B RM 0.25 on 2018 with EX price RM 0.64 , is changed to Ex price RM 0.34 on 2022 ..Purpose is to Prevent Take Over on 2018 ..

> All Warrant B is not Converted … A Disaster to both end even Jaks insiders n minorities shareholders..

>> Warrant B is Expired on December 2023 ..

So far CAGR is Improving:

3Y -21 % TTM + 29.9 %
5Y. -15.8 % TTM. + 0.5 %

Post removed.Why?

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Haha To be or Not To be … Better stripping you slowly n Softly ..


APPENDIX B
INSAS BERHAD
Registration No. 196101000026(4081-M) (Incorporated in Malaysia)
Key Matters Discussed at the 60TH Annual General Meeting of Insas Berhad held on 25 November 2022


👉

AS AT 30 SEPTEMBER 2022
Name of substantial shareholders
No. of ordinary shares

1. Dato’ Sri Thong Kok 166,064,962 25.05 Khee *
25.05 %

2. M & A Investments
International Limited 124,420,289 18.77%

3. Dato’ Thong Kok Yoon ** 74,203,648 11.19 %

Direct and deemed interest by virtue of his family members’ interest and his substantial interest in M&A Investments International Limited, Immobillaire Holdings Sdn Bhd, Baktihan Sdn Bhd, Winfields Development Sdn Bhd and Montprimo Sdn Bhd.

** Direct and deemed interest by virtue of his family members’ interest and his substantial interest in Perak Traders Holdings Sdn Bhd and Baktihan Sdn Bhd.
Name of shareholders No. of ordinary % shares:

1. Baktihan Sdn Bhd 21,746,400 3.28 %

Dato’ Sri Thong Kok Khee + Dato’ Thong Kok Yoon deemed interest: 25.05 +11.19 - 3.28 = 32.96%

Since Dato’ Sri Thong Kok Khee and PAC hold 32.96% and Insas cannot do any SBB that will result in Dato’ Sri Thong and PAC trigger the 33% MGO threshold provided Dato’ Sri Thong and PAC seek and table a SBB MGO waiver for shareholder approval.

👉Question:

Why the Board table Ordinary Resolution 7 – Proposed renewal of authority for the Company to purchase its own shares without Dato’ Sri Thong and PAC seeking to table a SBB MGO waiver for shareholder approval?

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Haha Dompeilee burnt kaw kaw in Top Glove ke on 2021-09-28..

My Top Glove Target Price RM 3.40 posted on 4/12/2020 ard 2 weeks earlier than JPM TP RM 3.50 ..

And posted the study on Nitrile Gloves Demand vs Supply of 7 Local Gloves company on August 2020 that Supply Shl fulfil Demand in 12 months …

dompeilee
dompeilee | Joined since 2016-03-22



Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
2021-09-28 14:46 | Report Abuse


My unwavering faith in TG is finally rewarded...& so are my clients who hung on after my recent BUY call =)

Haha and burned kaw kaw in HSI ..

Posted by StartOfTheBull > 3 hours ago | Report Abuse

Beside SCIB, Balian/i3Lurker also stuck with Genting?

Remember Do 3 Own : Own Homework, Own Analysis n Own DecisionS as only you know your Risk level . 



DecisionS: is changed Upon new information, new facts n figures.

Post removed.Why?

Jaks non current asset


Refer QR ended March 2023 :


Non Current Assets :


PPE. 273,041,000


Investment Properties 594,321,000


Investment in Joint Venture. 829,105,000



—

Refer QR ended June 2023 :



Non Current Assets :


PPE. 278,626,000

Investment Properties 590,929,000

Investment in Joint Venture. 861,417,000


===


Note : Compared 2QR to 1QR >>


A) PPE : increased RM 5,585,000 👍


B) Investment Properties : Decreased RM 3,392,000 👍


C) Investment in Joint Venture. : Increased RM 32,312,000 👍

—-

Refer 3QR ended September 2023 :



Non Current Assets :


PPE. 299,238,000

Investment Properties 587,546,000

Investment in Joint Venture. 897,378,000

—-

Jaks

Refer 4QR ended December 2023 :



Non Current Assets :


PPE. 296,599,000

Investment Properties 584,206,000

Investment in Joint Venture. 904,495,000



——

2QR ended June 2023 :


Reserves . : 24,909,000


> Accumulated Profit : 343,661,000. ( 1QR 324,951,000 ) ( Audited as on December 2022 is RM 310,874 ,000 )

Gearing Ratio : 0.362X


>> Accumulated Profit on 3QR ended September 2023 : 350,327,000

》〉Accumulated Profit on 4QR ended December 2023 : 348,126,000

Deposit placed with licensed banks = 22,222,000

Cash and Bank balances = 41,929,000
—

Haha Jaks got 2 Cash Cow Projects with Commercial Operating Date : 



1) Vietnam Power Plant : January 2021 with 25 concession years tenure . 



2) Local Solar LSS4 Project : 21 August 2023 with 25 concession years tenure .


>>

Jaks

1.) Vietnam Power Plant Share of Profit n Dividends :


2020 : RM 3.8 million ( 1 Power Plant is COD on Nov 2020 )


2021 : RM 140.7 million ( The 2nd Power Plant is COD on January 2021 ) .


2022 : RM 156.2 million , Dividend RM 70.0 million


2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M , 3QR = RM 35.862 M , 4QR = RM 34.503 M plus Dividend RM 27.386 M

2023 : RM 131 million , Dividend RM 27.385 million


Total Share of Profit = RM 431.703 Million

Total Dividend = RM 97.386 Million

Grand Total = RM 529.089 Million

Jaks 30 % share in Vietnam Power Plant Joint Venture invested ard RM 600 Million.

Initially PayBack 8 to 9 years ..

Referring to the Grand Total , PayBack period is by 2024 .. ie : from 2021 to 2024 ~~ 4 years ..

按照购电协议，电力售价将随原料价格波动。意味着业务盈利贡献获得保证。Jaks管理层曾透露内部回酬IRR介于12%，PAYBACK PERIOD为8至9年



___

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million.


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : 1st Half Revenue RM 17.47 million with Net Profit RM 33.19 million.


>>👉 1QR is Profit RM 14.08 million , 2QR is Profit RM 19.11 million , 3QR is Rm 7.15 million…4QR is Loss ( 24.8 million )

👉👉 Rm 37.787 million with Net Profit RM 15.527 million..

—-

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Haha Gaipo Xiaoeh you got Bursa Average PE and relevant industry PE oredi ???

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