Posted by jjohnchew > 10 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 > 10 hours ago | Report Abuse

Hoho 1.23 … not far away from 1.19 ….

Posted by AlphaAdventurer > 9 hours ago | Report Abuse

Plantation sector got bad news ...?

Posted by jjohnchew > 9 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 > 9 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 > 9 hours ago | Report Abuse

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

Posted by mf > 9 hours ago | Report Abuse

FBM KLCI

FBM KLCI

1,565.22

-11.24

0.71%

Posted by jjohnchew > 9 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 > 9 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 > 8 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 > 7 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 > 7 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 > 7 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 > 7 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 > 4 hours 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 > 4 hours 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 > 4 hours 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 > 4 hours 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 > 4 hours 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 > 4 hours ago | Report Abuse

Hoho oh Jtiasa 1.22 … getting nearer to 1.19 ….

Posted by jjohnchew > 4 hours 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.