jjohnchew

Hoho just like u blowing Xingquin even in Account Fraud ke that is Delisted on September 2019 .. 😱😅


—-

Posted by Sslee > 3 minutes ago | Report Abuse

No worries I will hold the BOD accountable, responsible and answerable for what is minuted in 2024 AGM:

3 hours ago

jjohnchew

Hoho sounds like in Jtiasa also le … double top 1.53 le …..😅


Posted by Sslee > 5 minutes ago | Report Abuse

So today will q buy 2.30 all the way down to 2.27. Wish me luck

2 hours ago

jjohnchew

Nonetheless, the profile of Yinson’s loans is worth highlighting. Of the RM16.3 billion in borrowings, RM9.83 billion have a maturity of between two and five years. Those with over five years’ maturity amount to RM3.84 billion.

On the other hand, the bulk of its finance lease receivables, under total undiscounted lease payments, will only be received after more than five years and amount up to RM17.79 billion


Some observers have pointed out that the mismatch between its borrowings, the bulk of which will mature in between two and five years, and its receivables, which will be later than five years, may represent substantial refinancing risks for the group.

About RM13.7 billion of its term loans are denominated in US dollars. Some of these bear interest ranging from 3.89% to 10.17% a year on variable rates and as high as 13.88% for its fixed rate loans. The rest are denominated in ringgit and Indian rupees.
Notably, 80% of the total borrowings are variable rate borrowings while 20% are fixed rate borrowings.

While Yinson has a proven track record of being able to manage its debt levels, critics believe there could be significant risk ahead in light of the global environment should interest rates begin to rise.

2 hours ago

jjohnchew

Hoho Kon ss leee Next FY shl follow IFRS le … no more Operating Lease wow but Finance Lease wow …. What Shl be the Cash Flow from Operating activities le … Very Bad ke …😅

2 hours ago

jjohnchew

Hoho see a story teller…if the Renewables projects are NOT 100 % financing shl tied up investment capital for many many years ( like JAKS LSS4 50 MW in Penang .. but is 100 % financing for 18 years ) … as the ROI is very very slow … unless Yinson is Cash Rich ….Renewables generate Revenue n Profit is still better than bank interest rate !

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

—-

They are guiding towards 1 billion usd cash flow from solar sales, fpso fixed day charter etc. this year should be clear as their payments are fixed and easily verified.

2 hours ago

jjohnchew

Hoho as posted earlier.. JAKS Solar n Yinson India Solar .. for 6 months period both are ard 13 % profit … but JAKS reduced to 9 % profit in 9 months period…

Coming Yinson QR .. KonLee can do the calculation lo .. but not by Kon maths lo ….

2 hours ago

jjohnchew

Hoho Repost :

Jaks vs Yinson FA


👉JAKS :

Price : 0.130
NTA : 0.60
P/B : 0.22

Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 3.8) 35.93 %



👉YINSON:

Price : 2.53
NTA : 1.77
P/B : 1.43

Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.92 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %
Profit Margin (Sector Median: 5.9) 9.92 %

2 hours ago

jjohnchew

JAKS :

> Referred to Annual Report FYE2023 :

1.) Evolve Mall :
Occupancy Rate increased to 75 % from 59 % FY2022 .

Evolve Mall : loan balance RM 206.4 million… net book value as at December 2023 is RM 280 million.


2.) Pacific Towers Business Hub : Occupancy Rate increased to 54 % from 35% FY2022 .


Pacific Towers : loan balance RM 70.6 million… net book value for Business Hub Tower only as at December 2023 is RM 232 million.


Loans n Borrowings as at September 2024 is RM 468.2 million

Illustration: 468.2 - 200 ( syndicated loans on LSS4 50 MW Solar is COD on August 2023 ) = RM 268.1 million on Evolve Mall n Pacific Towers balance loans n borrowings.

2 hours ago

jjohnchew

Hoho not included Pacific Tower A which shall belong to Star as the 6 years legal battle on Pacific Star Towers Project RM 1.1 billion is settled out of court on November 2024 …


Pacific Towers : loan balance RM 70.6 million… net book value for Business Hub Tower only as at December 2023 is RM 232 million.

2 hours ago

jjohnchew

Hoho this is announced on December 2024 .. oredi posted in JAKS forum that included Pacific Towers …

—-

Posted by Philip ( buy what you understand) > 2 minutes ago | Report Abuse

Johnchew do share this in jaks group what is your facts and findings?
Repost:
By the way any investors interest in taking up jaks MNH RM 250 million MTN ?
And what will be MNH MTN interest/coupon rate?

2 hours ago

Huangbk72

LOL.. Anyone with basic lease knowledge will laugh at this Miketikus gibberish statement.

Do you actually know accounting treatment of Operating Vs Financial Lease?

Do you even know why company chooses Financial vs Operating Lease?

Dumdum dont even look at his own Cap A.. 🤣🤣🤣🤣

Posted by jjohnchew > 1 minute ago | Report Abuse

Hoho Kon ss leee Next FY shl follow IFRS le … no more Operating Lease wow but Finance Lease wow …. What Shl be the Cash Flow from Operating activities le … Very Bad ke …😅

2 hours ago

Sslee

In capA, Stony take out lease payment from operating activities so that he can show to the world capA cash flow from operating activities is how many billions.

You need to look into cash flow financing activities to know the operating cash flow is not even enough to pay lease payment/repayment of lease liabilitie park under financing activities.

2 hours ago

Sslee

As for jaks, ALP park majority of interest payment under financing activities so that cash flow from operating activities look a bit less negative.

2 hours ago

jjohnchew

>>> This is so that Yinson’s investors can have a better understanding of how the accounts will look from a finance lease and operating lease perspective.

IFRS is still what Yinson is required to follow. Even though presenting the operating lease numbers is not in line with IFRS, it is something that Yinson will look at doing better to explain its numbers in the next financial year.

>>> eg :

Yinson :

QR ended July 2024 :

Segment information : RM million

> For the 6 months period ended July 2024 :

1.) Renewable : Gross Revenue 66 million- Elimination 1 million = 65 million

Results : + 9 million.


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 459 million- Elimination 458 million = 1 million

Results: - 47 million


👉4.) FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million

2 hours ago

Huangbk72

Aiyah SSLee... explaining so much to Miketikus is useless.

He teaches "ajaran sesat" like that Raja Bomoh aka Raja Bohong

Miketikus feeble mind cannot process after 3.. so he only can count till 3

Keyword " accounting treatment of asset or expense based"

Let the dumdum Miketikus spin this.. 🤣🤣🤣🤣

2 hours ago

Huangbk72

If Yinson uses Financial Lease at the start of each purchase while revenue comes in after completion, they are super dum like Miketikus 🤣🤣🤣

2 hours ago

jjohnchew

Hoho twisting n twisting as usual .. earlier brief forumers on difference of subsidiaries n associates company …

JAKS JV Vietnam Power Plant is 30 % associate company… Revenue is not recognised, only share of profits n dividends… Cash flow is not from Operating activities… but is from finance Investing activities…

—-
Posted by Sslee > 7 minutes ago | Report Abuse

As for jaks, ALP park majority of interest payment under financing activities so that cash flow from operating activities look a bit less negative.

2 hours ago

jjohnchew

Hoho the statement is from Insider lo .. are they getting dum ke ..kon ss leee yr konPetHuangbk said so le ..🤣

Posted by jjohnchew > 6 minutes ago | Report Abuse

>>> This is so that Yinson’s investors can have a better understanding of how the accounts will look from a finance lease and operating lease perspective.

IFRS is still what Yinson is required to follow. Even though presenting the operating lease numbers is not in line with IFRS, it is something that Yinson will look at doing better to explain its numbers in the next financial year.

>>> eg :

Yinson :

QR ended July 2024 :

Segment information : RM million

> For the 6 months period ended July 2024 :

1.) Renewable : Gross Revenue 66 million- Elimination 1 million = 65 million

Results : + 9 million.


2.) Green Technology: Gross Revenue 26 million- Elimination 19 million = 7 million

Results: - 22 million


3.) Other Operations : Gross Revenue 459 million- Elimination 458 million = 1 million

Results: - 47 million


👉4.) FPSO Operations: Gross Revenue 2904 million- Elimination 1521 million = 1303 million

Results: + 810 million

—-

Posted by Huangbk72 > 3 minutes ago | Report Abuse

If Yinson uses Financial Lease at the start of each purchase while revenue comes in after completion, they are super dum like Miketikus 🤣🤣🤣

2 hours ago

jjohnchew

Hoho and just coincidence le after I am posted The edge article…

马交所要求上市公司 采用IFRS永续披露标准
2024年12月23日



吉隆坡23日讯）配合国家永续发展报告框架（NSRF）的推行，大马交易所修订了上市公司的永续报告框架要求，需采用IFRS永续披露标准。

2 hours ago

jjohnchew

JAKS

1.) Vietnam Power Plant 1200MW EPCC RM 8.7 billion …Share of Profit n Dividends :


2020 : RM 3.8 million ( 1 Power Plant is COD on Nov 2020 )


👉 2021 : RM 140.7 million ( The 2nd Power Plant is COD on January 2021 , with BOT 25 years contract until 2046 ).


2022 : RM 156.2 million , Dividend RM 70.0 million


2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M , 3QR = RM 35.862 M , 4QR = RM 34.503 M plus Dividend RM 27.386 M

2023 : RM 131 million , Dividend RM 27.385 million


Total Share of Profit = RM 431.703 Million

Total Dividend = RM 97.386 Million

Total = RM 529.089 Million

> Share of Profit in QR ended March 2024 =
RM 32.384 million

>> Total = RM 561.463 million


> Share of Profit in QR ended June 2024 = Rm 21.33 million

Dividend = RM 14.21 million

👉 Total = RM 597 million.


> > Share of Profit in QR ended September 2024 = Rm 36.29 million


👉Grand Total 🟰 RM 633.3 million 👍

> Jaks 30 % share in Vietnam Power Plant Joint Venture invested ard RM 600 Million.
( RM 400 million is from the Profit of Construction contract of the Vietnam Power Plant, EPC2.)

Initially PayBack 8 to 9 years ..

Referring to the Grand Total , PayBack period is by 2024 .. ie : from 2021 to 2024 ~~ 4 years ..

👉From Vietnam Power Plant 1200 MW EPCC RM 8.7 Billion started on October 2016 ,
Payback period is 8 years.


按照购电协议，电力售价将随原料价格波动。意味着业务盈利贡献获得保证。Jaks管理层曾透露内部回酬IRR介于12%，PAYBACK PERIOD为8至9年


👉👉👉 Jaks Vietnam JV Power Plant 1200 MW , EPCC RM 8.7 billion is COD on January 2021 with recurring Income for 25 years 👍.

2 hours ago

jjohnchew

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million. ( Vietnam Joint Venture Power Plant 1200 MW with EPCC RM 8.7 billion is COD on January 2021 )


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : Rm 37.787 million with Net Profit RM 15.527 million..


5.) FYE 2024 :

>> 👉1QR : RM 14.2 million with Net Profit RM 12.4 million.

>> 👉2QR : RM 13.1 million with Net Profit RM 8.4 million.

>>👉3QR : RM 14.1 million with Net Profit RM 22.5 million.

2 hours ago

Sslee

Will see whether at end of the day I have any luck on my q buy 2.30, 2.29, 2.28 and 2.27

Or tomorrow I have a better luck q buy jaks at 0.1

Sweetheart_17 下跌股:Jaks控股 RM0.10支撑 ( 建议賣出 ）
2025年01月22日

Jaks 日闭市时报收0.13 继续出现卖压，仍然处于下跌的趋势。

它的支撑位置处于0.10令吉的水平间，而阻力水平处于0.135-0.14令吉的水平间。

21/01/25行情

2 hours ago

jjohnchew

Hoho KonLee gang so desperate le ..🤣😅


Posted by jjohnchew > 1 second ago | Report Abuse

Sweetheart_17
Sweetheart_17 | Joined since 2015-04-25

Investing Experience -
Risk Profile -
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0
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—
Posted by Sweetheart_17 > 1 hour ago | Report Abuse

下跌股:Jaks控股 RM0.10支撑 ( 建议賣出 ）
2025年01月22日

Jaks 日闭市时报收0.13 继续出现卖压，仍然处于下跌的趋势。

它的支撑位置处于0.10令吉的水平间，而阻力水平处于0.135-0.14令吉的水平间。

21/01/25行情
闭市：0.13令吉

1 hour ago

jjohnchew

President Trump says he will declare a "national energy emergency" as one of his first acts as president, pledging to support the domestic production of fossil fuels.

"We will drill, baby, drill," he said during his inauguration speech. "We will be a rich nation again and it is the liquid gold under our feet that will help us do it."

1 hour ago

Huangbk72

LOL Miketikus doesn’t even realize how dumdum he is.

Talking accounting treatment while not knowing black from white 🤣🤣

As usual, things you don’t know, don’t talk, shows your low intelligence

1 hour ago

Sweetheart_17

Hi John are you a lonely old man without any family member ?

1 hour ago

Sweetheart_17

Look at the way you keep on continuing attacking here you are look like the animal living in jungle and it’s not humans would do.vv

1 hour ago

Sweetheart_17

Do you need help i have a friend working at Psychiatric Hospital i think they can help you ! It free of charge !

1 hour ago

Sweetheart_17

Inside there have a lot of patients same kind with you ! You can stay there peacefully for your rest of life . v v

1 hour ago

jjohnchew

Posted by jjohnchew > 28 minutes ago | Report Abuse

Hoho Phillippe n Kon ss leee can brief forumers what Shl be the impact if SBB hit 10% .. Shl be soon le as the current SBB is

9.28622 % ..😱😅

1 hour ago

Philip ( buy what you understand)

Do share buyback also impact. Don't do share buyback also impact. Tell me again what issues yinson have with no first oil Atlanta? If you want to find a million reasons not to buy yinson please go ahead. But repeating and reposting over and over and drown out other forumer sharing is for what purpose?

1 hour ago

mahirani01

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1 hour ago

jjohnchew

Hoho why so madd le .. public forum is for sharing Positive n Negative facts n figures… not like someone private telegram forum …

But not like KonLee gang post twisted n fake facts n figures..

—

Posted by Philip ( buy what you understand) > 12 minutes ago | Report Abuse

Do share buyback also impact. Don't do share buyback also impact. Tell me again what issues yinson have with no first oil Atlanta? If you want to find a million reasons not to buy yinson please go ahead. But repeating and reposting over and over and drown out other forumer sharing is for what purpose?

1 hour ago

jjohnchew

Hoho as posted earlier:

Let’s do an illustration if Delayed A Day :

"In July 2023, Yinson Production exercised its option to purchase FPSO Atlanta, which includes a 15-year firm plus a five-year option contract for the supply, operations and maintenance with a total contract value of up to US$1.981 billion (US$1=RM4. 71),” it said in a joint statement.


USD 1.981 billion x 4.30 = RM 8.52 billion/ 15 years x 365 days

1st oil if delayed of 1 Day Shl incurred Revenue Loss = RM 1.56 million/ day

1 hour ago

Huangbk72

LOL Miketikus still no mirror

You are the BIGGEST LIAR in i3.

Posting fake facts and figures

Even mix up current ratio is working capital indicator 🤣🤣🤣🤣

57 minutes ago

mahirani01

https://tidal.com/browse/playlist/1585680f-8281-43c9-9758-738a57a38612

44 minutes ago

jjohnchew

Hoho oh forgotten KonLee is the DumbasxTinKosongLeader ..🤣🤣🤣

The current ratio, also known as the working capital ratio, measures the capability of a business to meet its short-term obligations that are due within a year.

—
Posted by Huangbk72 > 12 minutes ago | Report Abuse

LOL Miketikus still no mirror

You are the BIGGEST LIAR in i3.

Posting fake facts and figures

Even mix up current ratio is working capital indicator 🤣🤣🤣🤣

41 minutes ago

bOTAHA8

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33 minutes ago

jjohnchew

Posted by jjohnchew > 1 hour ago | Report Abuse

Posted by jjohnchew > 28 minutes ago | Report Abuse

Hoho Phillippe n Kon ss leee can brief forumers what Shl be the impact if SBB hit 10% .. Shl be soon le as the current SBB is

9.28622 % ..😱😅

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