Posted by Huangbk72 > 21 hours ago | Report Abuse

LOL... Miketikus busted for lying everywhere 🤣🤣🤣

Thanks for SSLee clarification and proof.

So that consummate liar converted depreciation into impairment? 🤣🤣🤣

Cant blame him. He cannot understand what is depreciation vs impairment.

🤣🤣🤣🤣

FY24 : Net Profit RM 140.6 million , but impairment of PPE with Total RM 151.2 million!😱🤔

Posted by jjohnchew > 19 hours ago | Report Abuse

Hoho Kon ss leee .. kesian le still working alone in Indonesia at 65/66+++ … coming CNY can fly back to home town ke !!!

Previous CNY even wear yr show off birthday gift fr yr daughterr the red expensive 🐊 pantttieess like Superman but still cannot fly back to home town even mumm just out from icu … kesian le …

Posted by jjohnchew > 19 hours ago | Report Abuse

Hoho TinKosongLeader Kon ss leee no comment on Current Ratio ke … after shown yr Dumbasxx in the DE ratio … jadi Tikusss ke … jgn Tanam Tikusss dekat Indonesia plantation as u posted earlier le … 🤣🤣🤣😅

Posted by jjohnchew > 19 hours ago | Report Abuse

Hoho oh TinKosongleader Kon ss leee call his gang is DonkeyyTinKosong gang ke .. most suitable Name le …👍🤣🤣… no wander he is the Leader le :

1.) owned Claimed TA n FA Guru in Yinson .. see 5 waves is coming wow , but did not know the Waves name is EW .

2.) Shouting happily said Yinson Wave 2 is coming wow but did not know Wave 2 is Downtrend…

3.) did not understand Labour Expenses n Capex.

4.) Did not understand Corporate Structure: Group subsidiaries n associates company, Direct n Indirect and to plan Corporate Taxes. ( as Insas No corporate structure) .

5.) Did not understand Current Ratio n DE Ratio .

6.) Did not understand FCF Growth n DCF .

7.) Did not understand Jaks Financial Reports is follow IFRS ( ie Cash Flow from Investing activities rather Operating activities, as Yinson is not follow IFRS , currently Financial Reports is Operating Lease rather Finance Lease ( IFRS ).

8.) Did not understand Impairment n Depreciation .

9.) finally is cannot read n understand Financial Reports such as Jtiasa Annual Reports on Impairments.

10.) as usual a DonkeyyTinKosongLeader Kon ss leee is thick skin , best in Pretending n Twisting shamelessly…

—-

Posted by Sslee > hour ago | Report Abuse

Donkey can't even show proof of jayatiasa latest financial report 2024 impairment of RM 151.2 million.

And still he is so thick skin to continue posting more gibberish on jayatiasa impairment.

Posted by jjohnchew > 19 hours ago | Report Abuse

8.) Did not understand Impairment n Depreciation .

9.) finally is cannot read n understand Financial Reports such as Jtiasa Annual Reports on Impairments.

10.) as usual a DonkeyyTinKosongLeader Kon ss leee is thick skin , best in Pretending n Twisting shamelessly…

Posted by jjohnchew > 19 hours ago | Report Abuse

Jaks

QR September 2024 :

Deposits placed with licensed banks : RM 12.1 million

Cash and bank balances : RM 23.8 million.


>>>

Cash and Cash equivalents:


Deposits placed with licensed banks : RM 12.1 million

Cash and bank balances : RM 23.8 million.

Bank Overdraft. : ( RM 5.89 million )

Balance = RM 30.0 million

Deposits held as security value : ( 12.1 million)

Bank balance held as security value : ( 5.585 million )

Debt service reserves account : ( 8,364 million )

Balance =. RM 3.978 million


👉Other Operating, Administration Expenses: RM 13.68 million


>>
Compared QR September 2023 :

Cash and Cash equivalents: RM 19.391 million.

👉Other Operating, Administration Expenses: RM 30.91 million

>>>

QR September 2024 :

👉Other Operating, Administration Expenses: RM 13.68 million

Illustration:

Forward Yearly 👉Other Operating, Administration Expenses: RM 54.72 million


QR September 2023 :

👉Other Operating, Administration Expenses: RM 30.91 million


Illustration:

Forward Yearly 👉Other Operating, Administration Expenses: RM 123.64 million

Remark : There is Cost Reduction on Other Operating, Administration Expenses of RM 68.92 / year .

Posted by jjohnchew > 19 hours ago | Report Abuse

JAKS :

Hoho as posted earlier on Jaks cash n cash equivalents, that the Other Operating, Administrative expenses is greatly reduced.

👉Good for Jaks to reduced the years loss making business… esp on local Construction contracts on investment properties , eg : RM 1.1 billion Pacific Star Towers and Highway… eg : RM 509 million SUKE


Hoho no worries… FY2024 oredi 3 Quarterly Reports with total Net Profit RM 43.4 million .

If can sustain as FY2021 n FY2022 Net Profit over RM 51 million..( Note : Vietnam JV Power Plant is fully COD on January 2021 ) .

>>> FY2024 EPS shl be 1.96 sen with PE Sector Median 21.5 … Forward Price shl be RM 0.42 ( current NTA RM 0.60 )

👉 Question : Jaks FY2023 Net Profit is RM 15.5 million… FY2024 Net Profit can be RM 51 million ( Total 3 QR = RM 43.4 million) ??? >

Position sign observations:

1.) 6 years Legal Battle against Star on RM 1.1 billion Pacific Star Towers project is settled out of court on November 2024 .

FY2023 Annual Report:

> Trade Receivables

Third Parties RM 147.6 million

Retention Sum RM 134.4 million

>> the Retention Sum is for the RM 1.1 billion Pacific Star Towers Project .


2.) As of 31 May 2024, the outstanding order book amounts to RM68.8 million, last until end 2024 , encompassing six projects located in the Klang Valley, Sarawak, and Penang.

These projects primarily consist of water / sewerage infrastructure and road/building infrastructure, with the majority being public sector initiatives.



3.) the occupancy rate at Pacific Towers
Business Hub improved from 35% in FY2022 to 54% in FY2023, while Evolve Concept Mall saw an increase from 59% in FY2022 to 75% in FY2023.


4.) Current tender book exceeds RM4.0
billion, covering water and sewerage systems, flood mitigation projects in multiple states….
👉 as well as EPC roles for our renewable energy projects.

( Note : if LSS5 2000 MW EPCC tender bid is with Low / Single Digit IRR … better do EPC on construction of the Solar Plant/ Farm like Solarvest in LSS4 , EPCC and EPC from those Winners not in the Renewable Energy industry.


👉👉 Hoho no wander Jaks , Solarvest , Sunview and Gading Kencana not in the LSS5 2000 MW Shortlisted list also . ( LSS4 823 MW ) . These 4 companies are LSS4 n CGPP Winners.

Posted by jjohnchew > 19 hours ago | Report Abuse

Hoho TinKosongLeader Kon ss leee no comment on Current Ratio ke … after shown yr Dumbasxx in the DE ratio … jadi Tikusss ke … jgn Tanam Tikusss dekat Indonesia plantation as u posted earlier le … 🤣🤣🤣😅

Posted by Philip ( buy what you understand) > 10 hours ago | Report Abuse

This John chew talk so much meanwhile others making money hand over fist in yinson and jtiasa. How much jaks shares you currently hold? Fyi despite your facts and figures you have no reason to explain fact and figures why funds pumping another 1.5 billion into debt ridden yinson despite them saying their are not reducing debt but using it to grow even more. So lucky they are not reading your anal-yst insight into yinson. Mike you are worse than bank sell side analyst. You look for any flaws to justify your small minded brain that someone is out to get you and worse, you keep repeating like a broken record. Meanwhile the rest of people like lee is making money in jtiasa. I suggest that until you start making money in bursa to refrain from making a fool of yourself

Posted by Philip ( buy what you understand) > 10 hours ago | Report Abuse

Talk less doesn't mean no brain.in fact talk too much actually show your brain. Why are people banning you so much while I have never been banned before

Posted by Sslee > 10 hours ago | Report Abuse

Aiyoyo Mike/John Donkey actually can't read, no wonder he can't understand Jaks has cash flow problem and depend on yearly PP for working capital and repayment of bank borrowing.

Do you think any investors will take up the MNH RM 250 million MTN?
And what will happen if jaks fail to raise cash for repayment of bank borrowing?

Facing with hard fact the only way out for Mike/John Donkey is to spin more gibberish and slanders

So Mike/John Donkey can you read Jayatiasa 2024
CONDENSED STATEMENTS OF CASH FLOWS and answer what is jayatiasa 2024
Depreciation and amortisation?
Fair value changes in biological assets?
Impairment on property, plant and equipment?
Property, plant and equipment written off?

Repost:
MNH as at 31/12/2023
Current liabilities RM 204,961,046
Non-current liabilities RM 196,443,411
Non-current assets RM 324,605,814
Current assets RM 5,764,090
Total equity RM (71,034,553)

Jaks hold 51% MNH and MNH is the owner of Evolve Mall

The MNH RM 250 million medium-term note (MTN) can hardly cover the MNH Current liabilities RM 204,961,046 and how many of Non-current liabilities RM 196,443,411 become due in 2025?

Posted by Sslee > 10 hours ago | Report Abuse

Again Mike/John Donkey what is the current ratio and DE ratio of MNH?

MNH as at 31/12/2023
Current liabilities RM 204,961,046
Non-current liabilities RM 196,443,411
Non-current assets RM 324,605,814
Current assets RM 5,764,090
Total equity RM (71,034,553)

Posted by Sslee > 8 hours ago | Report Abuse

Hahahaha until now Mike/John donkey still do not understand come Q4 there will be a spike up on jaks' Other Operating, Administration expenses due to year end impairment of receivables.

QR September 2023 :
👉Other Operating, Administration Expenses: RM 30.91 million

Illustration:
Forward Yearly 👉Other Operating, Administration Expenses: RM 123.64 million
Remark : There is Cost Reduction on Other Operating, Administration Expenses of RM 68.92 / year .
14/01/2025 9:36 PM

Posted by jjohnchew > 8 hours ago | Report Abuse

Hoho wow Serba story teller Buy what u Not Understand promoted Serba with 🐍n 🐉story , no facts n figures… shown his Serba subsidiaries screenshot lists wow … I found there is variance between his thread n screenshot ( that time did not know Philllippe is Serba Promoter) … before he reply … Kon ss leee defended him .

Play wayang again ke …

Posted by jjohnchew > 8 hours ago | Report Abuse

Hoho see Kon ss leee play his usual KON maths tricks on Yinson FPSO charter rate … why so desperate le … beware …



👉And by the way donkey is FPSO agogo Firm: 15 years (USD 4.6 billion)
Optional: 5 x 1-year (USD 0.7 billion) is cheaper than FPSO Anna Nery 25 years (2023 - 2048) (USD 5.5 billion)?



Posted by Sslee > minutes ago | Report Abuse
USD Billion 
FPSO Anna Nery HY (SOV) Brazil 5.7 
FPSO JAK IG Ghana 1.8 
FPSO Helang IG Malaysia 1.1 
FPSO AJ - Nigeria 0.8 
FSO PTSC Bien2 Sov Vietnam 0.1 
FPSO PTSC Lam3 Sov Vietnam 0.006 
FPSO Agogo IG Angola 5.4 
FPSO Maria Quitéria HY (SOV) Brazil 5.3 
FPSO Atlanta - Brazil 2.2 
Total 22.2 


Posted by jjohnchew > 8 hours ago | Report Abuse

Hoho the TWO dancing Agogo liaw 🤣.. as Yinson FPSO Agogo is scheduled First Oil by Early 2026 … is it going to be insolvency???😱


FPSO Agogo funding:

Yinson Production completes USD 1.3 billion debt financing
for the Agogo FPSO

2 May 2024 — The financing is provided by a consortium of 13 lenders, including international banks and institutional investors, and will be utilised over ...

Posted by Sslee > 8 hours ago | Report Abuse

Aiyoyo the undispute "Pusing" Spinning king Mike/John donkey can you stop spinning for a while and answer some simple questions?

Repost:
Mike/John Donkey can you read Jayatiasa 2024
CONDENSED STATEMENTS OF CASH FLOWS and answer what is jayatiasa 2024
Depreciation and amortisation?
Fair value changes in biological assets?
Impairment on property, plant and equipment?
Property, plant and equipment written off?

Again Mike/John Donkey what is the current ratio and DE ratio of MNH?
MNH as at 31/12/2023
Current liabilities RM 204,961,046
Non-current liabilities RM 196,443,411
Non-current assets RM 324,605,814
Current assets RM 5,764,090
Total equity RM (71,034,553)

Posted by jjohnchew > 8 hours ago | Report Abuse

Yinson

Hoho FPSO Agogo capacity is 120,000 bpd with loans USD 1.3 billion ( RM 5.85 billion) — charter rate USD 5.4 billion.

FPSO Anna Nery capacity is 70,000 bpd with loans RM 3.2 billion— charter rate USD 5.7 billion.

illustration on FPSO Maria capacity is 70,000 bpd … by Capacity direct ratio to Agodo 120,000 bpd >>>

Maria loans = USD 0.758 billion = RM 3.4 billion—- charter rate USD 5.3 billion.

👉👉👉 Why so desperate on FPSO Agogo … Higher loans but with Low charter rate :

Loans : USD 1.3 billion ( RM 5.85 billion)

Charter rate : USD 5.4 billion


——

Posted by Sslee > minutes ago | Report Abuse
USD Billion 
FPSO Anna Nery HY (SOV) Brazil 5.7 
FPSO JAK IG Ghana 1.8 
FPSO Helang IG Malaysia 1.1 
FPSO AJ - Nigeria 0.8 
FSO PTSC Bien2 Sov Vietnam 0.1 
FPSO PTSC Lam3 Sov Vietnam 0.006 
FPSO Agogo IG Angola 5.4 
FPSO Maria Quitéria HY (SOV) Brazil 5.3 
FPSO Atlanta - Brazil 2.2 
Total 22.2

Posted by jjohnchew > 8 hours ago | Report Abuse

Posted by jjohnchew > 11 hours ago | Report Abuse

8.) Did not understand Impairment n Depreciation .

9.) finally is cannot read n understand Financial Reports such as Jtiasa Annual Reports on Impairments.

10.) as usual a DonkeyyTinKosongLeader Kon ss leee is thick skin , best in Pretending n Twisting shamelessly…

—

Posted by Sslee > 12 minutes ago | Report Abuse

Aiyoyo the undispute "Pusing" Spinning king Mike/John donkey can you stop spinning for a while and answer some simple questions?

Repost:
Mike/John Donkey can you read Jayatiasa 2024
CONDENSED STATEMENTS OF CASH FLOWS and answer what is jayatiasa 2024

Posted by jjohnchew > 8 hours ago | Report Abuse

Jtiasa

Repost : Hoho this is worrying.. esp FY 2024 :


Total Assets is reduced:

2019 : RM 2406 million

2023 : RM 1955 million ( - 451 million )

2024 : RM 1979 million ( + 24 million )

👉👉Is reduced by RM 427 million from 2019 to 2024 , ie : over 5 years .


👉👉👉 FY24 : Impairment of Total RM 151.2 million!😱🤔


>>> New CEO is appointed on July 2021 internally from RH group !

Prior to his appointment as CEO, Dato’ Jin was the Chief Operations Officer of
Rimbunan Hijau Group based in Sibu Headquarter since 2019. 👉 He became the Chief Executive Officer of Rimbunan Sawit Berhad from July 2015 until the end of 2018.


Direct % : 0.013 as on 22/9/2024

Posted by jjohnchew > 8 hours ago | Report Abuse

Jtiasa

Year 2025 main hidden risks :

1.) what Shl be FY25 Total impairment ???


FY19 :: Net Loss ( RM 275.7 million ) , with impairment of RM 215 million !😱🤔


FY20 :: Net Loss ( RM 73.5 million ) , with impairment of RM 123.1 million !😱🤔


FY21 : Net Profit RM 31.4 million , but impairment of PPE with Total RM 19.9 million !


FY22 : Net Profit RM 135.7 million , but impairment of PPE RM 177.9 million !😱🤔


FY23 : Net Profit RM 153.6 million…. but No impairment .


FY24 : Net Profit RM 140.6 million , but impairment of PPE with Total RM 151.2 million!😱🤔

👉Remarks : Total Impairment is RM 472.1 million from FY2020 to FY2024 , over 5 years .


👉 Remarks: Total Impairment is RM 687.1 million from FY2019 to FY2024 , over 6 years .😱😱😱😱

Posted by Sslee > 8 hours ago | Report Abuse

Jayatiasa hard fact
CONDENSED STATEMENTS OF CASH FLOWS
Current Corresponding
12 months ended 12 months ended
30/06/2024 30/06/2023
RM'000 RM'000
Cash Flows from Operating Activities
Profit before taxation 206,593 166,797
Adjustments for:
Impairment of receivables - 112
Depreciation and amortisation 137,706 134,717
Fair value changes in biological assets 27,967 10,443
Gain on early termination of leased assets - (41)
Impairment on property, plant and equipment 2,389 2,190
Interest expenses 17,932 24,503
Interest income (9,035) (4,835)
Net loss/(from) on disposal of property, plant and equipment 10,030 (1,352)
Net unrealised foreign exchange gain (25) (185)
Property, plant and equipment written off 2,556 2,494
Provision for obsolete inventories 864
Operating cash flows before working capital changes 395,914 335,906
Net change in current assets (9,168) 23,479
Net change in current liabilities 5,095 (21,584)
Cash flows from operations 391,841 337,801
Interest received 9,035 4,835
Interest paid (17,932) (24,503)
Income taxes paid, net of refund (22,915) (20,945)
Net cash flows from operating activities 360,029 297,188

Posted by Sslee > 8 hours ago | Report Abuse

Aiyoyo Mike/John Donkey when confront with hard fact still shamelessly keep spinning except answer some simple questions.

By now all should know what a low class and despicable person Mike/John donkey is.

I stop here.

Posted by yewyin33NLiarsHIDING > 7 hours ago | Report Abuse

This IDS represent KOON YEW YIN aka @ yewyin33 and his BALLS CARRIER @ MrFelixTan aka @ Antifanaticracism aka @ Felix888999 and @ MrChenKFatt aka @ ks55
Three of us are
SHAMELESS LIARS
LOW CLASS
COWARDS
DARE NOT COME OUT AND FIGHT WITH SIFU OTB and SUPPORTERS when YTLP is in the GREEN AND GOING UP
We are so SHAMEFUL of our previous postings as below :
-------------------------------------------------------------------
yewyin33

324 posts

Posted by yewyin33 > 2 weeks ago | Report Abuse

Among all the stock selection criteria such as dividend yield, cash flow, healthy balance sheet, net tangible asset backing etc, the most powerful criterion or factor to push share up is profit growth. YTL Power reported 5.74 sen EPS for the quarter ending September and 13.16 sen EPS for the quarter ending June. It has reported reduced profit. I does have profit growth and smart investors will sell their holdings. YTL Power share price should drop to RM 2 ringgit only. Koon Yew Yin

Posted by yewyin33NLiarsHIDING > 7 hours ago | Report Abuse

Readers in YTLP forum should know who is better..Koon Yew Yin and his LIARS macai or sifu otb.
You all decide.

Posted by chopstick > 7 hours ago | Report Abuse

who's care , we here to input not to judge
Readers in YTLP forum should know who is better..Koon Yew Yin and his LIARS macai or sifu otb.
You all decide.

Posted by jjohnchew > 7 hours ago | Report Abuse

1st Lies :


Hoho wow Kon ss leee is an “ Attention Seeker “ .., approached my Question 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …


Then Kon Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas and WC …

After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .

—-

Posted by Sslee > 5 minutes ago | Report Abuse

Aiyoyo Mike/John Donkey when confront with hard fact still shamelessly keep spinning except answer some simple questions.

By now all should know what a low class and despicable person Mike/John donkey is.

I stop here.

Posted by jjohnchew > 7 hours ago | Report Abuse

Hoho as far as I knew on OTB YTLpower ( although I did posted Negative facts n figures on YTLpower as agreed with OTB ) .

1.) OTB promoted YTLpower at RM 1.10 .. and Blower Pang72 want to argue with him who promoted YTLpower first ..

2.) OTB joined Kon ss leee ROI Competition on June 2023 with Ytlpower.

3.) OTB joined 2024 i3 competition including Ytlpower…

Posted by jjohnchew > 7 hours ago | Report Abuse

Repost :


Haha really laugh live me le 🤣… the despicable shameless Half past six Kidd Konartist sslleeee owned claimed TA n FA Guru in Yinson… but here in Jtiasa cannot read thru n understand the Annual Report.. need to asked me Corporate Structure is in Which Page ….🤣🤣🤣🤣🤣🤣🤣🤔

Posted by jjohnchew > 7 hours ago | Report Abuse

Hoho are these a coincidence ke 😱: 



1.) Kon ss leee: Xingquin is Delisted on September 2019 due to Account Fraud. 



2.) Buy what u Not Understand: Serba is Delisted on June 2024 due to Account Fraud. 



3.) JediMasker : Lambo is Delisted on October 2024 .

Posted by jjohnchew > 6 hours ago | Report Abuse

Hoho 1.23 … not far away from 1.19 ….

Posted by AlphaAdventurer > 6 hours ago | Report Abuse

Plantation sector got bad news ...?

Posted by jjohnchew > 6 hours ago | Report Abuse

5.) No Corporate Structure .. only announced in Annual Report but on Plantation n Mill only .. like Hariyama Sdn Bhd .. one FY with Plantation, one FY with Mill only .

Posted by jjohnchew > 6 hours ago | Report Abuse

Jtiasa :

FY24 Annual Report:

>>> 100% Hariyama Sdn Bhd : 9,645 hectares is no longer owned by Jtiasa ….only on Mill .


👉Total Own Plantation Planted Area = 31,977 hectares

👉👉Compared to FY2021 = 35,865 hectares

>>> is reduced by 3,888 hectares or - 10.84 %

>>> 100% Hariyama Sdn Bhd : 9,645 hectares is no longer owned by Jtiasa ….only on Mill .

>>> 55%. Wealth Houses WHD ( Pulau Bruit )
👉> 5,757 hectares is owned by Jtiasa on August 2023 .

👉 Question: what a coincidence le Pulau Bruit is announced suitable for Hybrid Rice cultivation on February 2024 !

Posted by jjohnchew > 6 hours ago | Report Abuse

Hoho looks like Own Plantation Planted Area is going to be Reducing for Sawah Padi ….

Posted by mf > 5 hours ago | Report Abuse

FBM KLCI

FBM KLCI

1,565.22

-11.24

0.71%

Posted by jjohnchew > 5 hours ago | Report Abuse

Hoho as posted much earlier.. there is a Lease land termination.. Recalled Recalled as said amount is relatively small .. recalled is ard RM 16,000 …

From the latest info on Rent n lease rate is RM 84 / acre … ie 190 acres…

Posted by jjohnchew > 5 hours ago | Report Abuse

Hoho as .Trump will take office at the presidential inauguration on Monday, 20 January 2025 ...

Better be Safe .. buy Low sell High .. JAKS ..

1.) After 10 years is no given out Dividend.. shl be given Dividend with DY 3.7 % :

On behalf of the Board, UOBKH wishes to announce that the issue price of the new JAKS Shares to be issued pursuant to the 1st DRP (“New Share(s)”) has been fixed today (“Price-Fixing Date”) at RM0.125 per New Share.



The issue price is determined based on the 5-day volume weighted average price of JAKS Shares up to and including 10 January 2025, being the market day immediately preceding the Price-Fixing Date of RM0.13 and after deducting the First Interim Dividend of RM0.005 per JAKS Share.



On behalf of the Board, UOBKH also wishes to announce that the entitlement date for the First Interim Dividend and 1st DRP shall be on 3 February 2025.



Barring any unforeseen circumstances, the New Shares arising from the 1st DRP is expected to be listed on the Main Market of Bursa Securities on 4 March 2025.

Posted by jjohnchew > 5 hours ago | Report Abuse

JAKS :

Hoho as posted earlier on Jaks cash n cash equivalents, that the Other Operating, Administrative expenses is greatly reduced.

👉Good for Jaks to reduced the years loss making business… esp on local Construction contracts on investment properties , eg : RM 1.1 billion Pacific Star Towers and Highway… eg : RM 509 million SUKE


Hoho no worries… FY2024 oredi 3 Quarterly Reports with total Net Profit RM 43.4 million .

If can sustain as FY2021 n FY2022 Net Profit over RM 51 million..( Note : Vietnam JV Power Plant is fully COD on January 2021 ) .

👉>>> FY2024 EPS shl be 1.96 sen with PE Sector Median 21.5 … Forward Price shl be RM 0.42 ( current NTA RM 0.60 )

👉 Question : Jaks FY2023 Net Profit is RM 15.5 million… FY2024 Net Profit can be RM 51 million ( Total 3 QR = RM 43.4 million) ??? >

Position sign observations:

1.) 6 years Legal Battle against Star on RM 1.1 billion Pacific Star Towers project is settled out of court on November 2024 .

FY2023 Annual Report:

> Trade Receivables

Third Parties RM 147.6 million

Retention Sum RM 134.4 million

>> the Retention Sum is for the RM 1.1 billion Pacific Star Towers Project .


2.) As of 31 May 2024, the outstanding order book amounts to RM68.8 million, last until end 2024 , encompassing six projects located in the Klang Valley, Sarawak, and Penang.

These projects primarily consist of water / sewerage infrastructure and road/building infrastructure, with the majority being public sector initiatives.



3.) the occupancy rate at Pacific Towers
Business Hub improved from 35% in FY2022 to 54% in FY2023, while Evolve Concept Mall saw an increase from 59% in FY2022 to 75% in FY2023.


4.) Current tender book exceeds RM4.0
billion, covering water and sewerage systems, flood mitigation projects in multiple states….
👉 as well as EPC roles for our renewable energy projects.

( Note : if LSS5 2000 MW EPCC tender bid is with Low / Single Digit IRR … better do EPC on construction of the Solar Plant/ Farm like Solarvest in LSS4 , EPCC and EPC from those Winners not in the Renewable Energy industry.


👉👉 Hoho no wander Jaks , Solarvest , Sunview and Gading Kencana not in the LSS5 2000 MW Shortlisted list also . ( LSS4 823 MW ) . These 4 companies are LSS4 n CGPP Winners.

Posted by jjohnchew > 4 hours ago | Report Abuse

Hoho JAKS JV Power Plant 1200 MW EPCC RM 8.7 billion in Vietnam… main contribution ( ard 90 % ) on JAKS Net Profit since 2021 is OK …

Yinson Renewables investment in India may be at Risk .. a Big ? …🤫🤔


Copied n pasted partially:

特朗普无差别关税战打响 友邦对手鸭子划水各显神通
2025年01月15日

（纽约15日讯）特朗普的就职势将带来一个全球商贸剧变的时代，甚至在他重返白宫之前，各国政府就鸭子划水、各显神通以应对关税战。


自美国大选投票日以来，墨西哥和加拿大在特朗普的贸易威胁中首当其冲，这两个美国邻邦的领导人因而公开扬言会采取报复措施。


👉在台底未雨绸缪
其他国家则在台面下未雨绸缪——越南官员承诺会购买更多美国的商品、欧盟增强了反制关税的能力，印度官员则旨在通过谈判应对即将到来的风暴。

Posted by jjohnchew > 4 hours ago | Report Abuse

Yinson renewables

QR October 2024 :

Segment information:

For the Nine months period ended 31 October 2024 :

Gross Revenue : RM 127 million
Elimination. : RM 14 million
Net Revenue. : RM 113 million

Segment Results: RM 19 million

Posted by jjohnchew > 4 hours ago | Report Abuse

Hoho this shl tied up Yinson investment capital as the India Solar RE project is Not 100 % financing:

Yinson Renewables :

Site investigation : 3700 MW

Projects secured : 1032 MW ( 2 to 5 years to COO ( construction, own n operate) ) .

Construction: 540 MW

COO : 557 MW ( India , estimated Capex RM 2000 million) .

FY24 AR :
5.) Floating rate vary based on Cost of funds INR > RM 851 million

5.a) INR > RM 141 million

Rate is reset every 5 years .

Posted by jjohnchew > 3 hours ago | Report Abuse

Hoho taking JAKS LSS4 50MW Solar RE electricity Project in Penang .. is COD on August 2023 :

1.) EPCC RM 200 million..

2.) 100 % financing with Syndicated Loans RM 220 million… Period: 16.5 years plus extension 1.5 years .

3.) PPA with TNB : originally is 21 years .. due to Pandemic.. is extended to 25 years..

Posted by jjohnchew > 1 hour ago | Report Abuse

Hoho Kon ss leee on yr beloved Insas .. why is Value Trap :

Insas:
Current Ratio 6.19

>> There is no upper end on what is “too much,” as it can be very dependent on the industry, however, a very high current ratio may indicate that a company is leaving excess cash unused rather than investing in growing its business.

The hidden risk is on Yearly Other Operating Expenses is High :

Insas : Other Operating Expenses

FY 2019 : RM 61,457,000

FY 2020 : RM 101,270,000

FY2021 : RM 123,419,000

FY2022 : RM 137,009,000

FY2023 : RM 73,144,000


Total = RM 496,299,000

Where is the Money Go ??? Insaf is No Corporate Structure.. even Not in Annual Report….

Once you are Trapped .. Insaf shl stripping u slowly n softly …😱😅🤫

Posted by jjohnchew > 1 hour ago | Report Abuse

Hoho Repost :

Hoho oh KonLee promoted Insas subsidiary Omesti … bought Omesti PB wow for interest wow … but Price is Dropped from RM 0.75 ( Oct 2024 ) to RM 0.41 …

Update : Today price is RM 0.345 ..

Posted by jjohnchew > 1 hour ago | Report Abuse

Hoho Omesti share Price :

0.12 MYR -0.19 (-61.29%)past year
15 Jan, 3:21 pm MYT • Disclaimer

Posted by jjohnchew > 54 minutes ago | Report Abuse

Hoho Repost on Insas :

Oh on sslleee beloved stock Insas Value Trap :


Hoho Insas the only best investment is on Inari .. Why ??? 




Dato' Dr Lee Chung Wah spent more than a decade in financial technology when he assumed the position of CEO and executive director of J & C Pacific Sdn Bhd (a subsidiary of INSAS Berhad, which is listed on the Main Board of Bursa Malaysia) from 2009 to 2016. He was in charge of several business units in Asean region. 




He was in charge of several business units in Asean region. As a serial techno entrepreneur and investor, he is one of the partners of International Supply Chain Alliance Ltd. Hong Kong, a leading supply chain and logistics platform internet company which owns www.oym56lm.com with main operations in the Greater China. 




As an active Fintech entrepreneur, Dato' Dr Lee was listed as an inventor to several granted patents under the Patent Cooperation Treaty and World Intellectual Property Organization in Australia, Singapore, United States of America and others. Prior to that, he was the general manager of INSAS Berhad from 2006 to 2007. 



👉👉👉Hoho How Good is Insaf Investment after 2017 ??? 



Omesti ? Hohup ? Microlink ? Divfex ? Fashion n Beverage company ( not listed ) , and Duramitt ( a glove company, thru associate company Divfex ( from 19% to 25% to current ard 34 % ) invested RM 40 Million in Duramitt ( 50.1 % ) on November 2020 .. New Glove factory is Operational on June 2021 .. How much is the Losses Until Today ??? 

Even no corporate structure that use to plan corporate taxes …shl stripping u slowly n softly…

Posted by jjohnchew > 51 minutes ago | Report Abuse

Hoho Repost :

👉As posted earlier , Insaf keep selling Inari Shares although market price is Low on 2019..at prices ranging from RM 1.68 to RM 1.81 , ( of coz Insaf buying price is low .. as low as ard RM 0.38 .. I did bought Insaf n Inari during Ah Sweet keep buying Inari .. with mentioned Dato' Dr Lee Chung Wah background…

Insaf holding Inari shares is greatly reduced from 2012 … 43 % to currently


12.6 % …14 %

Posted by jjohnchew > 47 minutes ago | Report Abuse

Hoho oh Jtiasa 1.22 … getting nearer to 1.19 ….

Posted by jjohnchew > 39 minutes ago | Report Abuse

》〉Hoho a very interesting finding during I am study on SuburTiasa total assets :

I had read a SuburTiasa forumer posted on 2022 that Mr K2y recommended SuburTiasa at RM 2.00 … now Price is RM 1.16 ( 2022 April is Peak RM 2.40 , RM 1.16 on June 2022 ) .

This round on Jtiasa pushed the Price from RM 1.42 to RM 1.53 from Volume 4.0 million to 15.1 million.

👉( Note : the Day before pushed up to RM 1.53 >>> Trading Volume : 14.2 million, Price range : RM 1.38 to RM 1.49 .


Before he promoted Jtiasa… he mentioned MHC , then THplant .

一個人最好的活法 : 上半生拿得起， 下半生放得下.