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Posted by warchest > 2024-03-18 11:07 | Report Abuse

I think he looks at its NTA per share of RM0.67 to work out the valuation. But he forgot about the quality of the assets, namely the poor investment properties and RM30-40 million write-off of receivables every year

Posted by xiaoeh > 2024-03-18 11:29 | Report Abuse

EPS=Earning / Latest No. of Share
EPS=15,527,000 / 2,225,267,000
EPS= 0.0069775

Posted by Huangbk72 > 2024-03-18 11:33 |

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Posted by hltan88 > 2024-03-18 11:40 | Report Abuse

不懂Jaks能不能翻身呢？唉。

Posted by xiaoeh > 2024-03-18 12:00 | Report Abuse

wait wait...
know how to calculate is 1 thing
and know how to interpret is another
let me try:

EPS=0.007 to round up
meaning
we buy 1 share of Jaks $0.155 (current price)
it gives return of $0.007 base on latest financial result

good or no good?
if purely based on share price vs its earning
we need to compare to similar company to see its value
this is not taken into consideration of other growth factors be it micro and macro

correct?
help comments let layman like me learn together from the very basic....

Posted by Huangbk72 > 2024-03-18 12:12 | Report Abuse

@ xiaoeh

Sharing my method.

With that type of EPS.. Junk company

Return 0.007 per share? Considered 0

For starters.. Cash is most important component to do 1st layer of evaluation.

I start with FCF, OCF and DCF

Then move on balance sheet

Then PnL

Company can hide many things in accounts but hard to hide cash component.

Fail any stage.. untouchable.

Posted by xiaoeh > 2024-03-18 12:14 | Report Abuse

Let's compared to Solarvest since Slvst also involve in RE
although different in terms of Mkt Cap Jaks 367,327,000 vs Slvest 1,038,078,000

EPS for Slvest = 32,709,000 / 670,000,000 = RM0.04
Slvest 1 share $1.55 gives return RM 0.04 (mkt cap 1,038,078,000)
Jaks 1 share $0.155 gives returs RM0.007 (mkt cap 367,327,000)

good or no good?

Posted by StingRay > 2024-03-18 12:18 | Report Abuse

🤣🤣🤣 Compare like that meh? You go Hilton to drink teh tarik and make stall to drink teh tarik, same price meh? Both also teh tarik mah. 🤣🤣🤣

Posted by StingRay > 2024-03-18 12:20 | Report Abuse

Make=mamak. Apology for the auto correct. 🤣

Posted by xiaoeh > 2024-03-18 12:24 | Report Abuse

Posted by Huangbk72 > 1 minute ago | Report Abuse
@ xiaoeh
Sharing my method.
With that type of EPS.. Junk company
Return 0.007 per share? Considered 0
For starters.. Cash is most important component to do 1st layer of evaluation.
I start with FCF, OCF and DCF
Then move on balance sheet
Then PnL
Company can hide many things in accounts but hard to hide cash component.
Fail any stage.. untouchable.

Noted and Thanks Mr Huang for sharing
agreed with Mr Huang

Those who buying including myself should have to prepare for anytime unfavorable situation happen company may first to go bust if,
1) FCF not improve (life blood) from operation
2) Revenue does not improve
etc
i'm currently considering Jaks as a betting stock

Posted by xiaoeh > 2024-03-18 12:25 | Report Abuse

Posted by StingRay > 6 minutes ago | Report Abuse
🤣🤣🤣 Compare like that meh? You go Hilton to drink teh tarik and make stall to drink teh tarik, same price meh? Both also teh tarik mah. 🤣🤣🤣

Dear StingRay sifu
help advice to improve...

Posted by StingRay > 2024-03-18 12:27 | Report Abuse

Look for good management that is trustworthy and that could work hard to benefit their shareholders lah. 🤣

Posted by xiaoeh > 2024-03-18 12:33 | Report Abuse

Mr Huang
what do you first look at in Balance sheet
and P/L
and also cash flow statement ha?

Posted by Sslee > 2024-03-18 12:36 | Report Abuse

Come back in 2030 when JHDP already pay off the loan then JHDP will not have anymore cash flow problem and should give out good dividend to jaks.

Untill then more PP or RI coming every year till 2030 but then again who know a 10 years old coal fire power plant will the boiler tubes or steam turbine blades might crack causing long shutdown and costly repaired.

Posted by Huangbk72 > 2024-03-18 12:36 | Report Abuse

Everything... its your hard earned money.. make sure 100% confident

I look at trend comparison mostly

Come to i3.. not to listen to promoters. rather to catch up on news and reports.

Stingray is good sifu.. Management is top priority. Cannot have a good horse and lousy jockey

Self enrichment BOD.. run far far

Posted by Sslee > 2024-03-18 12:44 | Report Abuse

Profit from associate companies is just accounting paper profit. It is the dividend received from associate companies that you need to look into it.

Similarly as minority shareholders every sens or dollar earned by the company belong to the company and you can only hope the BOD is kind enough to share the company wealth with shareholders by giving good dividend to shareholders and not just pay the BOD fat cat cheque.

Posted by xiaoeh > 2024-03-18 13:09 | Report Abuse

Posted by Huangbk72 > 29 minutes ago | Report Abuse
Everything... its your hard earned money.. make sure 100% confident
I look at trend comparison mostly
Come to i3.. not to listen to promoters. rather to catch up on news and reports.
Stingray is good sifu.. Management is top priority. Cannot have a good horse and lousy jockey
Self enrichment BOD.. run far far

Noted and Thanks Mr Huang, Stingray and Sslee for sharing

Posted by Balian de Ibelin > 2024-03-18 13:15 | Report Abuse

Jaks Vietnam will never declare 100% profits.
What you see is what you get.

the balance of the profits is to be used for the
shaft cracked
turbine cracked.
boiler cracked
valve cracked

many things can cracked for 600MW China power plants.

When you see those dividends decreasing => Issues with power plant is strongly hinted at.

😂😁👍

Posted by StartOfTheBull > 2024-03-18 14:24 | Report Abuse

Beside SCIB, Balian/i3Lurker also stuck with Genting?

Posted by MrFox > 2024-03-18 14:48 |

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Posted by dompeilee > 2024-03-18 15:28 | Report Abuse

Many JAKS believers already deep underwater & price is scraping all-time LOW to boot....with lorry-FULLs of tickets Q-ing daily to SELL(24.747 MILLION @ the lowest 5 ask quotations alone now), with more LORRIES-full to come via the infamous PP...truly unenviable to be a shareholder here! hehe

Posted by xiaoeh > 2024-03-18 15:53 | Report Abuse

to be frank
it only started aroused my interest to looking details into financial report
when that time Ular, Mr Huang, i3Lucker and Sslee fight with Felix and Mikecyc...
i must thanks all of u and i3
i3 is the place to learn everything
love i3

Posted by Mikecyc > 2024-03-18 17:17 |

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Posted by xiaoeh > 2024-03-18 17:19 | Report Abuse

Kindly advise...

Posted by Mikecyc > 2024-03-18 17:20 |

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Posted by Mikecyc > 2024-03-18 17:24 |

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