Not taking into account kata PBB patut upgrade sikit sbb property sektor kat Malaysia recovering

HaHa

Loss property segment katakan15m per quarter

15m x 4 = 60m

150m - 60m = 90m

90m support harga 1.60 agak agak

Tapi taksiran Sarifah property segment x screw up sampai 100m la

Ballpark figures lebih krg mcm ni

35m x 4 = 150m lebih krg buat tahun 2019

50m support harga 0.90

Leaving 100m for property segment to screw up in 2019

No comment

Ok

Anyway analysts write like shit not clear at all

DK66

% complete todate should not it be....

(Billed todate + Done but Unbilled todate) / 1.89b

Big buffer provided by AES HFO

During a wet spell AES wil always the first to n asked EVN to shut down

1. HFO
2. Coal
3. Hydro

Yg senang jgn dirumitkan

HFO is 4x more expensive than coal yet AES pun go..

Calvin blur sotong still stuck kat bila Jaks was pipe maker not even updated to property developer yet

Apa la nak di kata?

All sampah mcm biasa

Pacific Star Mall at seksyen 13 PJ yg so so hot mcm Jln Bintang PJ surely kan ada high capital gain

Calvin blur sotong maybe can make himself useful by checking out the market value of Elvove Mall cos ia x mark to market

10m potential gain

PP buy at say 0.80 sell at 0.80? Pakai otak sikit

Siapa blur sotong wil do stupid thankless job mcm tu?

Klau nak jual pun kan above 1.00

Calvin blur sotong still stuck kat zaman bila Jaks was pipe maker jadi apa jer he says abt Jaks all sampah

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

Sarifah slept on and weighted on....


HFO is 4x more expensive than coal


Shortage of electricity in Vietnam

Sarifah bangun this morning it is a still a GO



DK66 Just to clear doubts, HFO is about 4 times more expensive than Coal in term of heating value.

21/04/2019 5:34 PM
 

Vietnam's demand for electricity is currently growing at about 10-12%. Anticipating power shortage in coming decade. 

Vietnam is anticipating a potential power shortage in the next decade largely due to its projected rapid growth. 

Viet Nam will likely face a power shortage in the period 2020-30 if electricity generation is not increased and there is not enough fuel (coal and gas) for generation. 

The warning was made at the Viet Nam Energy Forum held by the Ministry of Industry and Trade (MoIT) in Hanoi on Thursday. Aug 9 2018 

According to Viet Nam Electricity (EVN), to meet electricity demand for socio-economic development up to this year, EVN has completed 40 power plants with total capacity of 20,586MW. 

By the end of 2018, total installed capacity of the sector is expected to reach 47,768MW (5.41 times higher than in 2003), ranking second in ASEAN (after Indonesia) and 25th in the world. 

It is forecast that up to 2030, demand for electricity will continue to grow at a high level. The electricity sector will need to ensure 265-278 billion kWh by 2020 and around 572-632 billion kWh by 2030. 

Thus, the growth rate in the period 2016-20 is 10.3-11.3 per cent per year and the period 2021-30 about 8-8.5 per cent. 

Ngo Son Hai, Deputy General Director of EVN, said that the electricity supply in the years 2019-20 could be ensured. However, oil-fired thermal power plants would have to generate approximately 4.4 billion kWh by 2019 and 5.2 billion kWh by 2020. 

“During the years 2021-30, the electricity system may not meet demand and power shortages could occur in the south,” said Hai. 

Hai said power shortages may increase up to 2025 under scenarios including high load or the volume of water in reservoirs being lower than previous years. Furthermore, the gas projects of Bloc B and Ca Voi Xanh (Blue whale) and several others are being conducted slowly compared with the plan. 

"Each of the 1,200MW coal-fired power plants in the south facing slow progress will worsen the shortage by 7.2-7.5 billion kWh per year," said Hai. 

----------------------------- 
SarifahSelinder Why cannot supply other parts of Vietnam? Vietnam is a big country.. 

x linked to national grid ke? 
21/04/2019 5:04 PM 

SarifahSelinder Will Jaks face this same problem? 

Is there a hydro power plant in the same distribution channel as Jaks IPP Vietnam that will have priority during a wet spell?

21/04/2019 5:17 PM

To CPEEC IPP Vietnam tu jz another one in its extensive portfolio of IPP

Jz another boring at work je why will have problems?

Odd of success 99.9%

LTIP to ALP pada masa mcm calvin cakap Jaks was a total loser

Sarifah wonder ada ka anybody see it as excessive then

Without IPP Vietnam dan property biz mcm tu Jaks price now would be like 0.05 siapa mahu LTIP tu sudah tentu nobody even look at Jaks now

Tapi skrg IPP dah jln ada je org kat moral high ground saying all soft of things

Sarifah bet 1 guni of gold for u punya 1 guni of potatoes (ni Sarifah learned kat i con yg still hutang Sarifah 1 guni of gold) that the PP kan successful

Now risk is dump on Koon pulak?!?

Sslee u ni keep moving goal posts

40 stocks

10% into Jaks is 4x normal size

Ok la pass

I con is anggap supporter besar Jaks

Calvin get lost with ur junks kau pergi jauh jauh

Tgk la level of analisis by DK66 and sampah u

Will Jaks face this same problem?

Is there a hydro power plant in the same distribution channel as Jaks IPP Vietnam that will have priority during a wet spell?

Why cannot supply other parts of Vietnam? Vietnam is a big country..

x linked to national grid ke?

5 month..

Byk nya capacity being shut down?

Well indeed hydro is cheaper

DK66

Tapi kenapa have to shut down?

x linked to national grid ke?

Is there a hydro power plant in the same distribution channel as Jaks IPP Vietnam that will have priority during a wet spell?

Klau Gkent yg construct IPP Vietnam tu Sarifah tentu x beli walaupun harga Jaks 5 sen je

Jaks has the best to construct and manage IPP Vietnam to mitigate the risk

Even klau screwed up Sarifah is satisfied CPEEC had tried its best Sarifah will put it to nasib la

Persoalan nya Apa yg without risk in life sslee?

Apa makna freak accident?

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

Sarifah tunggu gambar turbine

Gambar progress status update CPEEC is the catalyst

See with own eyes

Bak kata perpatah

Seeing is believing

Y? Harga Jaks now x look like it priced for too much imperfection?

At Jaks current low price byk risk telah dipriced in dah

So far CPEEC pun dah show it is capable

Enough clarity for Sarifah

Sarifah kan proceed as planned

Bila turbines and boilers dah installed

PBB the slow moving pun kan dah reduce its discount to its low TP 1.60 to 5%

Turbines dan boilers at site

When first turbine is installed there is no reason lg to sangsi to need to wait to see if CPEEC can install the second turbine successfully

Tip Sarifah

Bila lihat turbine installation cepat cepat beli already

x payah tunngu 3 years after dust settled kind of certainty

IPP Vietnam income lagi guaranteed

IPP Vietnam safe la

Same gomen covered

FD kat Malaysia jikalau byk pun not 100% covered by PIDM

Local property biz lg nothing

IPP can provide 100m cover for it to screw up

Philip

Yinson FPSO vs Jaks IPP

Jaks IPP is so much closer to being a landlord jz kutip rental jer

Jaks IPP is so much easier dgn almost 0 credit risk

Oil is so volatile nothing to do with oil is ever safe

Despite construction is c. 55% complete todate ada lg yg stuck at "How Jaks got the IPP Vietnam??" Cannot believe

Progressing more slowly than PBB


Stock: [JAKS]: JAKS RESOURCES BHD 
Apr 20, 2019 7:19 AM | Report Abuse 

But think about it, how did he got the job from the Vietnam Government? 

1)Is it because Jaks has been proven to be very good in power plant development?

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

When oil price collapse oil kompeni kan stop operation all together all ur FPSO wil b idle

Yinson ada yg kata it has sold its transport bines to its boss murah apa komen u?

Ya la cakap mcm invest god here

Who has more clarity going forward into 2025?? Yinson or Jaks?