JENTAYU SUSTAINABLES BERHAD

KLSE (MYR): JSB (5673)

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Last Price

0.925

Today's Change

-0.025 (2.63%)

Day's Change

0.91 - 0.97

Trading Volume

10,363,400


3 people like this.

1,986 comment(s). Last comment by samuraijo 6 days ago

Greensky

264 posts

Posted by Greensky > 2021-11-15 10:46 | Report Abuse

JKPTR we don't have to be genius, simple Google will do. I suggest you read more on the subject.

Greensky

264 posts

Posted by Greensky > 2021-11-22 10:11 | Report Abuse

Can start buying again

Greensky

264 posts

Posted by Greensky > 2021-11-25 11:31 | Report Abuse

YOY improved by 35% is already good. Within expectation as new business and profit from land disposal are not there yet.

Posted by roulette811 > 2021-11-25 14:57 | Report Abuse

minyak bila panas? pisang ini dah standby

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-11-30 21:38 | Report Abuse

Sedang tunggu bro…waiting for the big progress.

charlie chia

2,129 posts

Posted by charlie chia > 2021-11-30 21:42 | Report Abuse

Anytime now going for X
Get ready

Greensky

264 posts

Posted by Greensky > 2021-12-07 23:45 | Report Abuse

Will continue doing well regardless market conditions.

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-08 19:53 | Report Abuse

Slowly but surely

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-09 07:20 | Report Abuse

Baru panaskan minyak…..

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-14 18:19 | Report Abuse

Wishing the best to JSB on your AGM tomorrow..

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-14 18:20 | Report Abuse

Support mesti support .

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-15 14:48 | Report Abuse

Congrats!!!! New name new era….

charlie chia

2,129 posts

Posted by charlie chia > 2021-12-15 16:50 | Report Abuse

anybody attend the AGM today
can share out

Greensky

264 posts

Posted by Greensky > 2021-12-15 19:21 | Report Abuse

The best turnaround company as today. Largest Renewal Energy operator(private). 6 assets in less than a year Worth billions now.

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-16 08:30 | Report Abuse

Panas!!!

charlie chia

2,129 posts

Posted by charlie chia > 2021-12-16 10:52 | Report Abuse

anything mentioned during AGM on multiple proposal plan

Greensky

264 posts

Posted by Greensky > 2021-12-16 11:26 | Report Abuse

Hi hi what a beautiful opportunity to add up. People still don't understand how valuable is the company.

Greensky

264 posts

Posted by Greensky > 2021-12-16 19:43 | Report Abuse

Wow! KAF Equity / Jefferies Financial Group recommends Buy and set full target of RM10.20 a piece, with immediate Target of RM4.08.

Greensky

264 posts

Posted by Greensky > 2021-12-17 09:09 | Report Abuse

Ipmuda
Transformational hydro deals

We maintain our Buy recommendation with a significantly higher TP of RM4.08
(previously RM2.32), based on 60% discount on our SOP valuation of RM10.20. Ipmuda
announced that it plans to develop two large Run-of-River Hydroplants with a total
installed capacity of up to 160MW - 4x larger than its existing one. Management shared
that the project would cost around RM2.4b. Based on 29sen/kWh tariff, 70% utilisation
rate, three years construction period and funded via 80% debt and 20% equity, we
estimate the plants to contribute a total of RM103m per year from FY26 onwards, with
an annual FCFE of ~RM130m. Using this FCFE, we derive an equity valuation of
~RM790m (RM7.79 per share) for the two projects, based on cost of equity of 12.8% and
a 40-year PPA. We assign a 60% discount to our SOP value pending achievement of
several project key milestones until actual commissioning in FY26.

Produced by: KAF Equities Sdn Bhd
Distributed by: Jefferies Group LLC, including Jefferies LLC in the U.S. and Jefferies Hong Kong Limited in Hong Kong

Greensky

264 posts

Posted by Greensky > 2021-12-17 09:44 | Report Abuse

Received approval to develop two hydropower plants in Sabah.

Ipmuda announced that
the company has received the nod from the State Government of Sabah to develop two Runof-River Hydroelectric Cascading Scheme to be located in Sungai Maligan and Ulu Padas,
Sipitang, Sabah with an installed capacity of up to 31MW and 129MW, respectively.

The two projects will be undertaken via joint venture.

Ipmuda, through its wholly-owned
subsidiary, Oriole Power Sdn Bhd (Oriole) has entered into shareholders’ agreements with
Inno Hydropower (M) Sdn Bhd (Inno) to jointly carry out the Sungai Maligan project. The Ulu
Padas project will be jointly carried with Elopura Power Sdn Bhd (Elopura). Both Inno and
Elopura’s ultimate parent company is Kumuplan Yayasan Sabah. Currently, the company is
in the process of procuring all necessary approvals from the Ministry of Energy and Natural
Resources, Energy Commission and other relevant state authorities to execute power
purchase agreements (PPA).

Greensky

264 posts

Posted by Greensky > 2021-12-17 09:46 | Report Abuse

Hydro capacity to increase fivefold.

We are positive on the news as the two hydropower
plants will significantly increase the group’s hydro capacity fivefold to 200MW, closing the
gap on Sabah’s target additional generation capacity of 100-200MW by 2025. Currently,
Ipmuda is in the midst of acquiring the 40MW Telekosang mini hydropower plant (THP) in
Tenom, Sabah. The plant is on track for commercial operation in Dec 2021, with a 21-year
PPA.

2022 will also mark a year of important financial milestone.

Hence, 2022 will also mark
an important financial milestone for the group, as it will see maiden contribution from the
THP. THP is a key asset to drive earnings growth as it pivots from trading to renewable
energy. It will also be a testament to the new management’s capabilities and indicate their
execution ability to take on larger projects

Greensky

264 posts

Posted by Greensky > 2021-12-17 09:49 | Report Abuse

Maintain Buy.

We maintain our Buy recommendation with a significantly higher TP of
RM4.08 (previously RM2.32), based on 60% discount on our SOP valuation of RM10.20.
Management shared that the project would cost around RM2.4b. Based on 29sen/kWh tariff,

70% utilisation rate, three years construction period and funded via 80% debt and 20%
equity, we estimate the plants to contribute a total of RM103m per year to the group from
FY26 onwards, with an annual FCFE of ~RM130m. Using this FCFE, we derive an equity
valuation of ~RM790m for the two projects, based on cost of equity of 12.8% and a 40-year
PPA. We assign a 60% discount to our SOP value pending achievement of several project
key milestones (refer to Exhibit 1) until actual commissioning in FY26.

Greensky

264 posts

Posted by Greensky > 2021-12-17 09:58 | Report Abuse

Buy

Price
RM1.86
Target Price
RM4.08

charlie chia

2,129 posts

Posted by charlie chia > 2021-12-17 20:05 | Report Abuse

Wah so good future prospect
Now at 1.90
A good buy to keep
Further come with 30 Cts dividend, Bonus , right and warrant

Greensky

264 posts

Posted by Greensky > 2021-12-18 01:58 | Report Abuse

To the moon>>>>>>>○

Greensky

264 posts

Posted by Greensky > 2021-12-20 11:03 | Report Abuse

Ex date announcement should be very soon.

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-23 15:10 | Report Abuse

Very very

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-23 15:10 | Report Abuse

Panazzzz

Posted by roulette811 > 2021-12-24 10:07 | Report Abuse

Bangunzzzz la

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-24 10:52 | Report Abuse

Jentayu waiting to fly

charlie chia

2,129 posts

Posted by charlie chia > 2021-12-26 11:44 | Report Abuse

when are they going to X on the multiple proposals

BanyakZhun

245 posts

Posted by BanyakZhun > 2021-12-26 19:24 | Report Abuse

Bila Jentayu terbang tak sempat pakai seluar!!!

charlie chia

2,129 posts

Posted by charlie chia > 2021-12-26 21:37 | Report Abuse

Tomorrow fly

Posted by roulette811 > 2021-12-27 09:25 | Report Abuse

CC & BZ - i seluar always on! helmet oso pakai dy :)

Posted by roulette811 > 2022-01-04 17:47 | Report Abuse

Masih tunggu…..,

Greensky

264 posts

Posted by Greensky > 2022-01-06 23:39 | Report Abuse

At least RM2 Billion co.

BanyakZhun

245 posts

Posted by BanyakZhun > 2022-01-07 08:31 | Report Abuse

Attempting ATH??? Apa lagi tunggu? Coming very soon???

BanyakZhun

245 posts

Posted by BanyakZhun > 2022-01-07 08:40 | Report Abuse

Semangat Jentayu!!!

Posted by roulette811 > 2022-01-07 09:31 | Report Abuse

:) panassss!

Posted by roulette811 > 2022-01-09 17:06 | Report Abuse

A new beginning tomorrow. Jentayu huat ah!!

nextan

713 posts

Posted by nextan > 2022-01-10 07:54 | Report Abuse

Ayu can break rm2 today

BanyakZhun

245 posts

Posted by BanyakZhun > 2022-01-10 15:36 | Report Abuse

This week!!!!

Syndicates

863 posts

Posted by Syndicates > 2022-01-11 19:53 | Report Abuse

Bila BI and RI? Sudah tunggu sangat lama

BanyakZhun

245 posts

Posted by BanyakZhun > 2022-01-12 08:55 | Report Abuse

Support!!!

charlie chia

2,129 posts

Posted by charlie chia > 2022-01-12 11:35 | Report Abuse

I think their multi proposal will X soon
Just received payment on the sales of assets

BanyakZhun

245 posts

Posted by BanyakZhun > 2022-01-12 15:25 | Report Abuse

Go go go Jentayu

Posted by roulette811 > 2022-01-12 15:35 | Report Abuse

Start of a good rally

charlie chia

2,129 posts

Posted by charlie chia > 2022-01-12 16:02 | Report Abuse

Strong resistance at 1.91
Need to break out

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