Source: https://mp.weixin.qq.com/s/9gZRbSzJ9jO2O53OpzFYeQ

越南海阳项目3月超额完成电量计划
能建海阳 2022-04-06 17:56

2022年1季度

受疫情影响
越南国内煤炭产量严重下降，
与此同时，

设备材料、备品备件通关缓慢

对海阳项目生产

造成一定的影响。



越南海阳公司

坚持精细化管理

从生产细节入手，多措并举

保障机组

安全、稳定、高效、经济运行

通过积极与调度单位对接协调

紧抓电量计划的落实

做到“以日保周、以周保月”

千方百计提升全厂机组负荷率。



截至2022年3月31日
越南海阳公司
3月份发电量完成8.04亿千瓦时
年度发电量累计20.43亿千瓦时
上网电量7.43亿千瓦时
完成月度计划的115.24%
为全年生产经营目标
打下了坚实的基础。


下一步，

越南海阳项目

将持续开展精细化管理

严格做好生产管理的各项工作

全力保障两台机组

设备稳定运行和设备可靠性

确保完成投资公司及

电网公司下发的发电任务！


供稿：生产管理部
编辑：裴氏花

https://simplywall.st/stocks/my/capital-goods/klse-jaks/jaks-resources-berhad-shares#intrinsic-value

why does the NTA of kpower goes down from 1.53 to 0.3 (Q2 to Q3)? Can someone shared some lights?

what news?

I agree with OTB. Jaks should learn from BJCorp to change its CEO. haha

https://www.theedgemarkets.com/article/amid-cloud-growth-two-smallcap-tech-firms-are-flying-under-radar

Heard of the NIIS contract but not sure if dnex is having a joint bidding with HPadu

http://haiduongnews.com/businesses/hai-duong-bot-thermal-power-plant-project-to-be-sped-up-139293

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=7164

Nice! 20m net profit! Higher than past 4 quarters!

can enter 16 / 16.5c

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=6742

net profit still making rm70m, not too bad i would say

https://malaysiastock.biz/Company-Announcement.aspx?id=1234568

KNM Group Berhad (“KNM”) is pleased to announce that its indirect wholly-owned subsidiary, FBM Hudson Italiana SpA (“FBM”), had on 15 June 2020 received a Notification of Awarding the Contract dated 12 June 2020 from China Petroleum Materials Company Limited for the supply of Heat Exchanger, for CNPC Jieyang–Refining Chemical Integration PJ project, amounting to EURO15,133,000 (equivalent to approximately RM73,092,390 based on the exchange rate of EURO1.00 : RM4.83) (“Transaction”).

The supply and delivery duration of the Transaction is for a period of 16 months.

The Transaction is expected to contribute positively to KNM Group’s earnings for the financial year ending 31 December 2020 and 31 December 2021.

very strong support at 20c level

icepumpkin what is tp for mid term?

--> short term TP can be 28 / 315

@sardin81 i have sent you a pm. Do take a look if you have some time. :)

@DK66, do you have any forecast for coming qtr report?

DK66 TQ for your great work. Please add me, thanks!

I think KNM needs to provide more updates in the construction progress for Peterborough and impress ethanol phase 2 plant.

I read that impress ethanol with 500k litre per day production will contribute to 30% of KNM revenue with a rm25m profit. Can someone verify this?

Besides, I would like to know how much will the Peterborough contribute to KNM revenue once it ready?

I'm very much interested in KNM as it can generate lots of recurring income. However, I can't get much info online.

Thanks sardin81 for sharing all the valuable info. I believe in FA and future trends. KNM fits into both criteria. The market sentiment and covid19 has created very good entry points for most of the shares. I personally think that KNM is very much undervalue now. Will start entering and load even more if it's < 10c.

Notice some big buying vol towards the end of the session for quite some weeks already ... something is brewing?

avg down @ 19c. next will add more @ 17c ... grand sale of the year *sweat*

very attractive price ... buying more at 22c .. if drop more will add again at 19.5c

it's now testing it's support at 54c. Could be a good enter point to bet for a good qtr result. haha

I'll wait for 23c to add more

Awarded contractors will be announced very soon as CCC the lead contracted has restarted work and in the process of mass hiring. Both ikhmas and econbhd stand a very good chance. Technically the graphs are also on up trend. I prefer ikhmas more at the moment as the price level havent move much compared to econbhd.

https://www.thestar.com.my/business/business-news/2019/07/25/china-malaysia-restart-massive-belt-and-road-project-after-hiccups/

https://www.theedgemarkets.com/article/its-crunch-time-dnex

Closing at green. Good sign

it looks like there's some accumulation going on. Price has been pushed down a few times for the past few days once it starts engine. And the loop keeps repeating.

Currently forming a new support at 825 - 83c

Cleared some mother and added more in warrant. It should be priced at .265 when the mother is 85c. Hopefully it will gain momentum soon

econ wa should be moving higher soon .. the price should be around 25c (when the mother is 81c) with a gearing ratio of 3.2. Previously it was a bit overvalue during the 65 - 75c price level