Posted by xiaoeh > 2024-03-12 14:35 | Report Abuse

Posted by Mikecyc > 4 minutes ago | Report Abuse
Jaks : Price 0.155 , NTA 0.67 .. Margin of Safety = 332 %
Insas : Price 1.06 , NTA 3.57 .. Margin of Safety = 237 %
Jayatiasa : Price 1.47 , NTA 1.56 .. Margin of Safety = 6 %
OSK : Price 1.41 , NTA 2.97 … Margin of Safety = 111 %

ai yo...
cannot simply compare mos just based on share price and NTA la bro...
there are much more important factors need to be included leh

Posted by Mikecyc > 2024-03-12 14:38 |

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Posted by Mikecyc > 2024-03-12 14:39 |

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Posted by xiaoeh > 2024-03-12 14:41 | Report Abuse

Posted by Mikecyc > 14 seconds ago | Report Abuse
Haha Gaipo Xiaoeh One by One mah …

ai yo..
don't say like that leh
i mean to learn from you leh

Posted by Mikecyc > 2024-03-12 14:41 |

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Posted by xiaoeh > 2024-03-12 14:43 | Report Abuse

so what is next one?

Posted by Income > 2024-03-12 14:51 | Report Abuse

He doesn't want to jaga Jaks reban?
Borobudur

Posted by Income > 2024-03-12 14:54 | Report Abuse

I tell you this truth… If you are above 25, you are broke and still spend most of your time partying, you need to wake up. Borobodor lah.

Posted by Mikecyc > 2024-03-12 14:55 |

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Posted by Sslee > 2024-03-12 16:15 | Report Abuse

Dumb Dumb Dumbass Mike-tikus did not know/ understand jaks has cash flow problem?
Jaks PPE: LSS4 lose making
Property investments: Evolve mall and Star Pacific lose making
Investment in JV: Paper profit with very little dividend untill no financial institutions want to lend any money to jaks to take up addition 10% JHDP option

Repost
Don't buy those companies never pay dividend, has cash flow problem and every year cash call PP or RI for working capital like jaks.

Posted by xiaoeh > 2024-03-12 16:31 | Report Abuse

Posted by Mikecyc > 1 hour ago | Report Abuse
Haha do check on Bursa and the relevant Industry Average PE …

Dear Mikecyc
where to get this relevant Industry Average PE ha..?
mind sharing..?

Posted by Sslee > 2024-03-12 16:59 | Report Abuse

Today managed to catch some Omesti-PB at 0.805 and 0.81 just before lunch break.

Posted by Sslee > 2024-03-12 17:02 | Report Abuse

Omesti-PB
Ann. Date
Ex Date
Type
Subject
Amount
29-Nov-2023 13-Dec-2023 DIVIDEND Others 2.5068%
31-May-2023 15-Jun-2023 DIVIDEND Others 2.4795%
30-Nov-2022 14-Dec-2022 DIVIDEND Others 2.5205%
31-May-2022 14-Jun-2022 DIVIDEND Others 2.4795%
01-Dec-2021 14-Dec-2021 DIVIDEND Others 2.5205%
31-May-2021 15-Jun-2021 DIVIDEND Others 5.0000%

Posted by Mikecyc > 2024-03-12 17:16 |

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Posted by Sslee > 2024-03-12 17:46 | Report Abuse

Dumb Dumb Dumbass Mike-tikus know what is Omesti-PB?

OMESTI-PB (9008PB)
OMESTI BERHAD - REDEEMABLE PREFERENCE SHARES 2021/2026

Posted by Sslee > 2024-03-12 17:58 | Report Abuse

Yes. It almost like bond. But remember serbadk bond also default because company go bankrupt receivership.

If Omesti still survive then on Omesti-PB maturity date Omesti will redeem back the Omesti-PB at RM 1.00

Omesti-PB holders will get RM 1.00 from Omesti.

Posted by Mikecyc > 2024-03-12 18:23 |

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Posted by Mikecyc > 2024-03-12 18:29 |

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Posted by Sslee > 2024-03-12 19:08 | Report Abuse

Repost:
Dumb Dumb Dumbass Mike-tikus did not know/ understand jaks has cash flow problem?
Jaks PPE: LSS4 lose making
Property investments: Evolve mall and Star Pacific lose making
Investment in JV: Paper profit with very little dividend untill no financial institutions want to lend any money to jaks to take up addition 10% JHDP option

Repost
Don't buy those companies never pay dividend, has cash flow problem and every year cash call PP or RI for working capital like jaks.

Posted by Mikecyc > 2024-03-12 20:05 |

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Posted by Mikecyc > 2024-03-12 20:25 | Report Abuse

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

Posted by Mikecyc > 2024-03-12 20:27 |

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Posted by Mikecyc > 2024-03-12 21:35 | Report Abuse

中国太阳能科企 斥资20亿怡保设厂

2024年03月02日

沙拉尼（左二）在开幕仪式后，与众贵宾合影，左起曹祥来、罗思义及莫哈末查基。

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霹雳州务大臣拿督斯里沙拉尼主持开幕式说，祥邦决定投资霹雳州不仅体现了该州的优越营商环境，也体现我们共同致力于促进经济增长，以及为子孙后代保护环境。

“霹雳州政府将和祥邦继续合作，以策划潜在的项目拓展，包括在霹雳打造太阳能电池板制造业的生态系统。”

出席者包括霹雳州旅游、工业、投资及走廊发展事务行政议员罗思义， 浙江祥邦科技有限公司董事长曹祥来，马来西亚投资发展局霹雳办事处总监莫哈末费鲁、霹雳州财务官拿督莫哈末查基。


浙江祥邦科技通过其在马来西亚的子公司祥邦（马）有限公司，在怡保打昔工业区的全新制造工厂开展营运，生产太阳能电池封装膜，封装材料产能8500万平方公尺，可满足约10吉瓦（GW）的需求。

祥邦在霹州的投资将分几个阶段进行，预计可达到3亿平方公尺封装材料的产能，以满足约30吉瓦（GW）的需求，总投资额估计约为20亿令吉，包括未来在霹州的潜在项目。

Posted by Mikecyc > 2024-03-12 21:49 |

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Posted by Mikecyc > 2024-03-12 23:29 |

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Posted by Mikecyc > 2024-03-12 23:31 | Report Abuse

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.