Nitty gritty mcm any chance of doing Veitnam or even Malaysia renewable energy?

Or maybe probability pergi?

Hai Duong IPP nothing much to ask already nothing much to worry

Jz pergi chit chat abt other nitty gritty

DK66 pergi chit chat wit Andy?

JAKS is receiving hard cash from d banks for its EPC works

Don't worries sampai masa esok nanti kan ada dana insituisi

Dedicated to all d blur sotong who claimed JAKS is making fake EPC profit

Blur sotong u !

To all d blur sotong!!!!

So Taiwan CTCI is making FAKE EPCC profit as u hv claimed??!!??

Owner is Sumitomo


Taiwan’s largest EPC contractor CTCI has been awarded an EPCC contract for Van Phong-1 1,320MW Thermal Power Plant BOT Project in Vietnam



The owner, Sumitomo Corporation, a Japanese trading house, established Van Phong Power Company Limited (VPCL) as a Build-Operate-Transfer (BOT) company and signed a 25-year BOT Contract 



Tiger66 Veitnam government recently issue another BOT contract at the souther part of Veitnam 1320 MW to Taiwanese, japanese consortium. You can see how lucrative of this BOT contract. 
https://www.powermag.com/press-releases/ctci-succeeds-in-acquiring-mega-power-plant-epcc-contract-in-vietnam/

05/03/2020 10:12 AM

Again

Double check triple check n check again n check some more

Hai Duong IPP PAT has bin checked by so many

Looking not jz good but great all agree

DK66 kinda modest 1st TP 2.50

Yes abt time

Berani to hv IB briefing

Wit a good news from Andy bias?

O pakai video hi tech

Sarifah tot it an advertisement x buka pun...

BNM FED rates cuts r pre-emptive in nature

Pre-emptive makna nya before a bad thing happened act first to stop it from happening

Rate cuts not to b taken as Covid 19 has gone out of hand

Yg ni pakai valuation method apa agak nya?


Bhappy2 James Ng forecast requires 2 yrs from now to reach 1.70 

I totallyy disagree with James Ng but we cantt stop anyone from giving views.

04/03/2020 12:44 AM

Tqvm

How low is Hai Duong IPP PAT klau jz add 70 sen only?

Kan PBB ada apa tu Monte Carlo tu....

Kena debunk IBs

IBs jz come out wit some craps all ur 20 so blogs all neutralized

Sarifah rasa adding jz 70 sen shd b more than easy to debunk


SarifahSelinder DK66 

Quite influential IBs 

Kena debunk PBB 

Kindly do calculations klau Hai Duong IPP cuma only add 70 sen to JAKS how much is PAT of Hai Duong IPP at 30%?

03/03/2020 12:11 PM

DK66

Quite influential IBs

Kena debunk PBB

Kindly do calculations klau Hai Duong IPP cuma only add 70 sen to JAKS how much is PAT of Hai Duong IPP at 30%?

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Ramai yg tanya tanya knp Merican sold in such unusual unfathomable fashion now u know Merican has other considerations...

Rewards

Local renewable energy solar power contracts?

Local infrastructure n utilities construction contracts?

Tell tales sign...

Coup needs fund

Merican sold to raise fund?

Rewards apa agak nya?


Posted by SarifahSelinder > Feb 24, 2020 8:57 AM | Report Abuse X

No No... Merican sold to raise funds??

At analysts briefing questions to be asked

1. Tarif
2. Loan % kat IPP latest % after refinancing

O no no no not at cost lagi at 35% discount?

IPP income x accounted lagi cost 35% discount?

Directly per Q4 NAV is 1.52 jadi Hai Duong IPP valued by PBB at cost only??


pjseow Based on public invest report , they have change 
their valuation method from SOTP to RNAV. The.latest NAV or nett asset value is 1.52 in the latest Q4 financial report. . They specifically stated that their tgt price of 1.13 is pegged at 35 % discount . Obviously, public invest did not take into consideration the future earning of the power plant. In contrast, mfcb NAV is 3.78 but the tgt prices set by public invest and maybank are 6.29 and 6.10 respectively. How can such a big potential.income earner.be omitted in their Jaks valuation??

01/03/2020 7:47 AM

DK66 shd go face to face wit d IB analysts n challenge them

Sarifah don't want to dictate tapi DK66 shd attend d analysts briefing

Reading PBB report d feeling tat something is amiss something is no quite right jz refuses to go away

PBB has actually said Hai Duong IPP is being delayed by Covid 19... betul ke ni?

Think Mahathir is done

Mahathir has pissed off PH

Mahathir has pissed crooks in UMNO

Azmin parti nyamuk jer

Bersaru plus parti nyamuk x cukup

Klau Mahathir no longer in picture Anwar la only choice for parti parti Sabah Sarawak can't b supporting UMNO right?

Trump wants DOW to b back to 30k soonest

U mahu bet against Trump??

Not jz BNM

US market has a 75% expectation of a FED rate cut in MARCH ya MARCH

Trump wanted it sooner

Panic sell Panic buy

Glad to hv DK66 on our side oso OTB but definitely not tu qqq3

Sarifah is saying it as a good thing

Lady less craps like qqq3


probability DK66 is definitely a man - simply because he is invested in Power generating plant. Its full of machinery & steam boiler which blows....and rotating turbine with alternating current generator. Makes men gets excited.. 

Rarely women can appreciate this. 

I think he has the patience of a woman cos he is from accounting & finance background who has the patience and due diligence to carefully see all the numbers. 


Posted by SarifahSelinder > Feb 28, 2020 3:13 PM | Report Abuse 

DK66 not a lady?? Sarifah really sangsi 

DK66 has d patience n meticulous of a lady 


Posted by DK66 > Feb 28, 2020 9:24 AM | Report Abuse 

I m not in KL

28/02/2020 3:19 PM

DK66 not a lady?? Sarifah really sangsi

DK66 has d patience n meticulous of a lady


Posted by DK66 > Feb 28, 2020 9:24 AM | Report Abuse 

I m not in KL

Ingat

Andy dares call IBs n OTB for briefing presumably on d Hai Duong IPP

Sarifah tetap berjiwa IPP unapologetic angkuh dan liar

In abundance

Andy even has spares to do 3 impairments... non cash impairments

Sarifah tetap berjiwa IPP unapologetic angkuh dan liar

Soalan

Is MFCB booking in the profit tat is guaranteed?

DK66 maybe can volunteerily assist Andy now tat CFO xda lagi jz make sure disclosure on Hai Duong IPP is done comprehensively

Itu pun far from working at full capacity

New BOT IPP accounting policy

Figures kinda weird admittedly

Tapi

Worthwhile to note upon commission MFCB IPP made a profit immediately

Btw food numbers from MFCB IPP

Wuhan was surprised n overwhelmed simply due virus baru dan shear number of patients misalan 3000 beds catering to 15000 potential patients

Korea n Japan etc hv prior knowledge of d virus n mcm 3000 beds catering to 300 potential patients cannot bring d virus under control? Sarifah x faham

Sarifah proudly berjiwa IPP unapologetic angkuh dan liar

Malaysia +tive 

US Neutral

Vietnam +tive 

JAKS +tive

Wow!!! JAKS SOLID!!!

With no UMNO PAS ppl to b appointed into the cabinet it is almost like status quo tat can't b bad

With support from PKR DAP Amanah etc now PAS can go home to Kelatan

Anwar too has put in his safeguard so tat no UMNO ppl wil b appointed into the cabinet


“He thought he shouldn’t be treated in that manner... to associate him working with those (leaders), ”


“He thought he shouldn’t be treated in that manner... to associate him working with those (leaders), ” Anwar said when met outside the PKR headquarters after he returned from an audience with the Yang di-Pertuan Agong at Istana Negara yesterday.