Posted by Newbieinshare > 2021-03-29 22:58 | Report Abuse

haha i feel very secure investing in kpower. at least i know it is supported by good QR and prospect.... for jaks... i dun understand why it still losing money

Posted by AnsonLiew > 2021-03-30 09:08 | Report Abuse

yes ah???

limit down soon no more topic to goreng those stuck high now said hold long term

laugh die me

Posted by Newbieinshare > 2021-03-30 09:55 | Report Abuse

Stuck high? My cost price is below rm1. Laugh die u? Haha
Kpower QR sui sui u said lousy. And jaks qr like shit u said good and hold longterm? I think u should join some sifu and learn how to invest or at least read the QR

Posted by AnsonLiew > 2021-03-30 16:39 | Report Abuse

god bless u rm1.5 coming

Posted by AnsonLiew > 2021-03-30 16:39 | Report Abuse

run now b4 too late

Posted by hantamking > 2021-03-30 17:22 | Report Abuse

<<AnsonLiew>> dont talk run , u want run to where ? nak run pi kubur ke ?

Posted by hantamking > 2021-03-30 17:54 | Report Abuse

Top Wayang King ! Blacklisted ！
#1 Anson Liew (Spread fake new king pandai)

Remember him !

I heard Anson recently lose money on SCIB hahaha , tak happy ke , padan muka , balasan sudah datang

Anson u beli punya stock ok ke? bila jatuh huh?

Posted by hantamking > 2021-03-30 18:00 | Report Abuse

Shame on AnsonLiew , no respect woman at all !

below is happend on SCIB counter , i already snapshot , he deleted comment also no use

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Posted by AnsonLiew > Mar 30, 2021 5:03 PM | Report Abuse

hahahahahahaha aiya relax la why so angry
go find a girl enjoy one night la

wakakakakaka

Posted by hantamking > 2021-03-30 18:02 | Report Abuse

Posted by AnsonLiew > Mar 30, 2021 5:58 PM | Report Abuse

haha haha haha i pay money enjoy service wat wrong??

aiya dont act la u also a guy i know u know la

Posted by hantamking > 2021-03-30 18:08 | Report Abuse

AnsonLiew u should feel shame when u dont know how to respect people

Posted by Newbieinshare > 2021-03-31 00:20 | Report Abuse

Ansonliew lose money in scib amd shift to jaks and now jaks he is losing money too

Posted by Sailangking > 2021-03-31 00:42 | Report Abuse

yes Isabelle, I still here

Posted by Sailangking > 2021-03-31 00:46 | Report Abuse

I laughing when I see Anson comments...keep repeating.. lol.

Posted by Sailangking > 2021-03-31 00:46 | Report Abuse

@isa, still v scib boat as well?

Posted by loverguitar18 > 2021-03-31 09:53 | Report Abuse

Hmmm dropping more than expected

Posted by benlooi123 > 2021-03-31 11:02 | Report Abuse

I sapu at the dips. No doubt it will skyrocket in the future.

Posted by Gaogaolat > 2021-03-31 11:17 | Report Abuse

go holland lo

Posted by AnsonLiew > 2021-03-31 12:12 | Report Abuse

who lose money?v i heard u loss 20k in kpower


haha haha haha haha

Posted by Cakes Moon > 2021-03-31 12:44 | Report Abuse

Few thousands buy queues while sell queue only in hundreds.
I think the buying support is strong at this level, hardly go down from here.

Posted by hantamking > 2021-03-31 13:38 | Report Abuse

AnsonLiew u keperibadian all gone alreadylah

Posted by hantamking > 2021-03-31 13:39 | Report Abuse

we all know u lose money

Posted by Newbieinshare > 2021-03-31 16:48 | Report Abuse

Wah who throw so much at 1.85

Posted by AnsonLiew > 2021-03-31 18:05 | Report Abuse

rm1.5 coming

Posted by kfbusjd > 2021-03-31 18:17 | Report Abuse

fbmklci drop 35.68 point this one drop 3 sen ok la.

Posted by nmsfqi > 2021-03-31 19:11 | Report Abuse

ASSonLiew Lanjiao

Posted by LossAversion > 2021-03-31 19:15 | Report Abuse

Anson Liew, what price you intend to buy??
If no intention, why are you here doing your monkey business.

Posted by LossAversion > 2021-03-31 19:16 | Report Abuse

AssAnson Liew, what price you intend to buy??
If no intention, why are you here doing your monkey business.

Posted by Newbieinshare > 2021-03-31 23:09 | Report Abuse

He is losing big money in jaks. Haaha

Posted by Cakes Moon > 2021-04-01 09:42 | Report Abuse

Finally, a reverse!!!
Uptrend from now.

Posted by AnsonLiew > 2021-04-01 11:55 | Report Abuse

rm1.5 i consider buyla
now too risky

Posted by Newbieinshare > 2021-04-01 12:22 | Report Abuse

Ansonliew, not buy below rm1?

Posted by hantamking > 2021-04-01 17:14 | Report Abuse

Ansonliew lose money liao . He Waiting for rm 1
But it will not happend. Stop dreaming hahahahaha

Posted by hantamking > 2021-04-01 17:15 | Report Abuse

No more cheap already Ansonliew !!! Jangan mimpi lagi

Posted by johoran > 2021-04-01 17:50 | Report Abuse

2.31 target price

Posted by johoran > 2021-04-01 17:51 | Report Abuse

Despite securing the LSS4 projects, the share prices of most of these companies did not really move after the Energy Commission (EC) announced the shortlisted bidders on March 12.

For example, JAKS’ share price has been trending lower since March 12, losing 6.2% to 68 sen as at last Friday, while Ranhill’s share price lost 1.75% over the week to end at 84 sen. KPower fell 5.1% during the week to RM2.04, while Solarvest declined 10.6% over the week to RM2.53. Some LSS4 winners’ stocks rose last week Gopeng surged 92.5% to RM1.28 as at last Friday.
This shows that LSS4 has not given a boost to the winners’ share price performance, at least not yet.
Could investors be selling on news, or perhaps seen how low the tariffs are? Certainly, other factors may have affected the winners’ share price performance. Furthermore, the share prices of some of these companies have been rising over the past year.
However, analysts are still largely positive on the LSS4 winners. While concerns include the low tariff rates and the high project price of solar farms due to multiple factors (see main story), analysts believe the projects will only start to be constructed in 2022, giving the LSS4 owners some time to wait for project costs to decline.

KPower has stated that of the RM160 million project cost for its 50mw LSS4 project, RM153.4 million will be for EPCC and other development costs. Assuming that EPCC takes up 80% of the capital expenditure, the 50mw LSS4 will have an EPCC cost of RM122.7 million.
Solar plants’ EPCC contracts usually have a low-teens margin. Assuming a 12% margin, a RM122.7 million EPCC contract would yield RM14.73 million gross profit in a year. A 50mw solar plant usually takes just about one year to be completed.
For its financial year ended March 30, 2020, Solarvest reported a gross profit of RM39.3 million. Up to Dec 31, 2020 (9MFY2021), it registered a gross profit of RM25.8 million, slightly lower than the RM28.4 million in the corresponding period.
Apart from Solarvest, KPower is also involved in both spectrums of LSS4. However, so far, the group has only mentioned undertaking EPCC work for its own LSS4 project, and projected an EPCC margin of between 8% and 10%.
However, AmInvestment Bank analyst Jeremie Yap is only mildly positive on KPower because he believes the value enhancement from LSS4 to the group’s fair value is insignificant. “We maintain our ‘hold’ call, forecasts and fair value of RM2.31 based on 18 times FY23F earnings per share.
“This is at a discount to the average forward price-to-earnings ratio of 20 times of leading renewable energy players globally to reflect KPower being a relatively new player in this space and its relatively small market value,” he says in a March 15 report.

Posted by johoran > 2021-04-01 17:57 | Report Abuse

KPower Bhd, one of the winners, is partnering with Perbadanan Kemajuan Negeri Pahang (PKNP), to build a 50mw solar plant on PKNP’s land in Pekan, Pahang. KPower and PKNP formed a 95:5 special-purpose vehicle to bid for the project, and the SPV will lease the land from PKNP.
According to KPower’s group managing director Mustakim Mat Nun, the EPCC contract for the group’s LSS4 project in Pekan will be awarded to the group’s own KPower Engineering Sdn Bhd.
“KPower Engineering will do the EPCC. Construction margin should be 10% to 12%,” Mustakim tells The Edge.
He agrees that solar panel prices have been on the rise. Nevertheless, he says, KPower had locked in the price when it made its submission to the EC.
KPower estimated that the project would cost RM160.25 million, with RM153.4 million being the EPCC cost and the rest, financing-related. Eighty per cent of the project cost will be funded via borrowings, and the rest will be from equity injections.
Besides the project cost, the SPV will have to pay PKNP a land lease of RM432,000 a year for the duration of the contract. Annual operation and maintenance (O&M) costs of around 1% of the project cost will also be borne by the SPV over the 21-year period.
It is not known whether the SPV will have to make the lease payments to PKNP or whether the sum will be deducted from the share of profits from the LSS project. The latter is quite unlikely, however, given that PKNP holds only 5% of the SPV.
Note that KPower has an internal rate of return (IRR) target of 7.5%.
Can KPower’s LSS make money?
A 50mw solar power plant will have a 66mw power output, according to industry players. Based on the assumption of four hours of peak radiation a day, the solar plant will be able to produce 96.4 million kWh of electricity a year.
At KPower’s tariff of 17.91 sen per kWh, that means the SPV would be earning RM17.3 million in revenue a year.
Given that 80% of the RM160.25 million project cost will be funded by borrowings, and assuming an interest rate of 3% a year for a period of 15 years, the SPV will have to pay RM10.6 million a year to service the loan.
After deducting O&M cost of RM1.6 million a year and land lease cost of RM432,000, the SPV would have a profit of RM4.67 million a year. While this shows that, at 17.91 sen per kWh, the SPV can still make a profit, it is lower than the RM5.2 million annual profit after tax projected by KPower.
Of course, this calculation is subject to variables such as the assumption of peak radiation a day, the cost of borrowings, the O&M expenditure and lease costs. The project cost is also another variable that determines whether the LSS can make a profit.

Posted by johoran > 2021-04-01 17:58 | Report Abuse

According to KPower’s group managing director Mustakim Mat Nun, the EPCC contract for the group’s LSS4 project in Pekan will be awarded to the group’s own KPower Engineering Sdn Bhd

Posted by Newbieinshare > 2021-04-01 20:45 | Report Abuse

Kpower management team is good. So far out of all players that won the Lss4 bidding, only kpower come out with this comprehensive earning forecast

Posted by AnsonLiew > 2021-04-01 21:20 | Report Abuse

bcaful when someone hardsell better dont follow

those follow so call con sifu now all gg go holland oredy

Posted by AnsonLiew > 2021-04-01 21:21 | Report Abuse

i see chart shsrk lredy gone

shark wont goreng tis stock twice time la

Posted by Newbieinshare > 2021-04-01 23:59 | Report Abuse

Haha ansonliew. U bern repeating same thing since kpower was rm4 before split. What about ur jaks??? I con lan firm jaks sharks had dumped

Posted by karimgood > 2021-04-02 00:17 | Report Abuse

karim只有最多9%而已，降到5%以下，那你们就要去荷兰了。

Posted by imvu > 2021-04-02 07:49 | Report Abuse

hari ni limit up ?

Posted by Cakes Moon > 2021-04-02 08:51 | Report Abuse

Today hoot9 Kpower up back RM2.30.
Hoseh ah!

Posted by AnsonLiew > 2021-04-02 09:17 | Report Abuse

limit down la my friend

down trend chart la wei

Posted by johoran > 2021-04-02 09:59 | Report Abuse

SUBSTANTIAL SHAREHOLDERS AS AT 14 OCTOBER 2020
Dato’ Dr. Ir. Ts. - Mohd Abdul Karim bin Abdullah* 37,648,278 33.29 - 33%
Mustakim bin Mat Nun 16,900,000**-15%

Posted by johoran > 2021-04-02 10:01 | Report Abuse

MOHD YUNUS BIN ABDUL KARIM 1,161,449 -1%

Posted by benlooi123 > 2021-04-02 10:07 | Report Abuse

Anson, u can rest assured. This stock is going to surge up RM 2.50 and above. U will never have a chance to buy in a cheap stake. Advice to u: Don't do monkey trick here, pls study TA before coming here barking.

Posted by johoran > 2021-04-02 10:08 | Report Abuse

Now, former banker Mustakim wants to take KPower’s value to RM5 billion within five years. Getting there is not impossible, he says, as the group can secure another RM2 billion worth of renewable energy power plant construction contracts next year.

Posted by johoran > 2021-04-02 10:09 | Report Abuse

if u believe kpower management, just hold ur share and wait...