JAKS (4723): Company Profile

Hoho Why JAKS now 0.13!!???

2 days ago

crypto currency shooting star!! what a feeling
mousechewing 0.32 now 0,13, what a sad story!!!

2 days ago

Hoho no worries. as ne alrerdi sold 0.29

2 days ago

Hoho no worries..me no jaks!

1 day ago

Philip ( buy what you understand)

johnchewing 0,32..now 0.13..what a sad story

1 day ago

How come jaks is a penny stock while mfcb and yinson with billions? Everyone is blind except for John chew

1 day ago

Philip ( buy what you understand)

How much jaks are you holding mike?

1 day ago

Hoho Why JAKS announced on 30/12/2024 given out Dividend after 10 years is No Dividend!👍🤔

1.) One of Variables in DCF calculation is Growth Rate

👉 Simply is Yinson DCF is getting Bad or Good ???

Yinson CAGR :

3Y 83% TTM 29.9%
5Y 51.9% TTM 33.9%

Jaks CAGR :

3Y 29.9% TTM 41.2%
5Y 0.5% TTM - 25%

2.) JAKS Vietnam JV Power Plant 1200 MW EPCC RM 8.7 billion is started payout Dividend on June 2024 , ie from yearly to half yearly !

3.) 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 .

4.) November 2018 RI is issued in Warrant only , WB at RM 0.25 with EX price RM 0.64 n is changed to RM 0.34 on 2022 … is 👉Maturity on December 2023 , to prevent the Take Over . A very sad battle episode as all parties are in Losses.

1 day ago

JAKS :

Hoho , Good News …now is （LSS@PETRA+） 2000 MW , EPCC RM 8.0 billion Tender is starting from 20/1/2025 :

On LSS5 2000 MW , EPCC RM 7.2 billion Tender … JAKS submitted tender for 200 MW with bid rate RM 800 million ( as reported in a news article).... but is Not selected in Shortlisted list together with Solarvest, Sunview and Gading Kencana… these 4 companies are LSS4 and CGPP Solar RE electricity projects Winners .

太阳能发电项目招标能源部料吸资80亿
2025年01月19日

布城18日讯）能源及水务转型部于本月20日起，开始额外大型太阳能发电项目（LSS@PETRA+）招标，以供开发总配额达2000兆瓦交流电（MWac）的大型发电厂。

该部预计，批准的额外发电容量，将带来约80亿令吉的投资，为我国再生能源领域提供1万2000个就业机会。

1 day ago

该部发文告指出，上述额外配额，将由能源委员会通过征求建议书方式进行，为项目招标。

“获批的太阳能发电厂将于2027年起投运，以应对国家能源转型愿景及绿色电力需求的增长。”

该部提到，此次招标有两个配套，分别是总配额1500兆瓦，开发容量介于30兆瓦至500兆瓦的陆地太阳能发电厂，以及配额500兆瓦，容量10兆瓦至500兆瓦的浮动/水上太阳能发电厂。

1 day ago

Hoho as posted earlier.. more n more Solar RE electricity Projects are coming … due to Demand from Singapore, and Data Center either Clouds n AI ….gameplay is different liaw … opt for EPCC projects with Better IRR or do EPC construction projects .

UEM Lestra投资25亿昔加末建太阳能发电厂
2025年01月18日

吉隆坡18日讯）UEM集团（UEM Group）旗下绿色能源臂膀UEM Lestra将投资近25亿令吉，在柔佛州昔加末建造一座大型混合太阳能发电厂，预计每年将生产逾1000吉瓦时（GWh）的绿色能源。

UEM Lestra发文告指出，这座混合太阳能发电厂项目，是在国家能源转型路线图（NETR）的企业再生能源供应计划的一部分。

该公司说，首阶段涉及在昔加末688公顷的土地上建设一座混合太阳能发电厂，投资额近25亿令吉。该阶段将提供500兆瓦的连接点，太阳能容量预计达750兆瓦，并由电池储能系统（BESS）提供支持。
2027年投入运作

——-
👉 TNB among LSS5 2000 MW winners, bags 500MW solar farm project in Kedah  By theedge  26 Dec 2024, 06:27 pm    Aside from the highly sought after LSS awards, the government last year also announced efforts to support the development of solar parks in the country under the National Energy Transition Roadmap (NETR).  
 This is led by TNB, via five 100MW solar parks in different locations in the country, and another 1GW under Khazanah Nasional Bhd through UEM Group.

👉👉👉 Hoho just TNB n UEM total Solar RE projects is 500 + 5 x 100 + 1000 =2,000  MW .. equivalent to LSS5 2000 MW , EPCC RM 7.2 billion.. EPC construction is ard RM 5.0 billion ..

1 day ago

Hoho no worries.. JAKS price currently shl be ding dong at the price range , until :

A.)
1.) The above Company's securities will be traded and quoted "Ex - Dividend” as from: 31 Jan 2025
2) The last date of lodgment : 03 Feb 2025
3) Date Payable : 03 Mar 2025

B.) Coming QR ended December 2024 to be released by February 2025 …

1 day ago

Hoho Repost from Yinson :

MFCB :

Price : 4.47
NTA : 3.18
P/B : 1.41

EPS 44.47 sen
Trailing PE (Sector Median: 16.3) 10.1
Current Ratio 1.79
Debt-Equity (DE) Ratio 0.45
FCF Yield -0.9 %
Revenue QoQ 12.07 %
Revenue YoY 16.11%
Profit QoQ 10.72 %
Profit YoY 13.76 %
Profit Margin (Sector Median: 10.9) 32.76 %
ROE (ROIC: 11.13) 12.92 %
Dividend Per Share (DPS) 8.75 sen
Dividend Yield (DY) 1.96 %

YINSON :

Price : 2.53
NTA : 1.77
P/B : 1.43

EPS 27.58 sen
Trailing PE (Sector Median: 10.2) 9.2
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 %
ROE (ROIC: 4.16) 10.24 %
Dividend Per Share (DPS) 4.0 sen
Dividend Yield (DY) 1.58 %

JAKS :

Price : 0.13
NTA : 0.60
P/B : 0.22

EPS 0.71 sen
Trailing PE (Sector Median: 20.3) 18.2
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 %
ROE (ROIC: 0.73) 0.93 %
Dividend Per Share (DPS) 0.0 sen

Dividend Yield (DY) 0.0 %

JAKS announced on 30/12/2024 given out Dividend after 10 years is No Dividend .. DY 3.7 %

1 day ago

1 day ago

Hoho u r referring u ke as promoted Serba as a Story Teller without facts n figures even knew in Account Fraud until is Delisted !!! Per my post in Yinson .

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Posted by Philip ( buy what you understand) > 1 hour ago | Report Abuse

How come jaks is a penny stock while mfcb and yinson with billions? Everyone is blind except for John chew

1 day ago

Hoho JediMasker new id from Yinson ke …why Lambo is Delisted on October 2024 ….

—

Posted by Investor686868 > 1 hour ago | Report Abuse

Telalu ramai orang kena tipuh saham ni.

1 day ago

MrFox

hoho...jjohnchew@@@@ better sell now be4 it goes to 0.10!!!! then ur balls will be less deflated!!!

23 hours ago

don't play play...
every dog has its day bro...😬

23 hours ago

as long as fund does not rupture...
Jaks may fly...

23 hours ago

MrFox

u mean to say this dog is a lame dog now??!!

hoho

23 hours ago

let see how next few quarterly results...
if remain positive = confident boots = who knows...?

hoho maybe by then MrFox switch tone...?😂

23 hours ago

first thing first Jaks must secure more local projects
big and small...

23 hours ago

put aside financial issue
the capability is there
just that they put too much focus on Vn project in the past

23 hours ago

i'm not so sure how thing will turn out in the end
seems like the management does not want to give up
let see how thing evolve

good or bad decision = passed = hero management
good or bad decision = failed = sucks management

23 hours ago

what is con company
con company usually sits on pile of cash with fewer unrelated activities
once in the while they will ride with MOU signed with hottest thematic play and then MOU lapse

can we buy con company and ride with them?
ofcoz we can
with calculated risk and in the first place have exit plan in mind

what about buying company or something without inherent underlying value or assets?
think again before answering no...
what about Crypto like Bitcoins etc...?
ofcoz we can
and again
with calculated risk and in the first place have exit plan in mind

what about Jaks
is Jaks a con company? or a company without underlying value?
and ofcoz Jaks may go bust anytime if fund rupture

21 hours ago

just talking cock😂

Bye😂

21 hours ago

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.

21 hours ago

If jaks fail to raise cash from MNH RM 250 million MTN for repayment of bank borrowing then what will happen to Jaks?

By the way any investors interest in taking up jaks MNH RM 250 million MTN ?
And what will be MNH MTN interest/coupon rate?

Summarised statements of profit or loss and other comprehensive income for the
financial year ended 31 December 2023:
FP MNH Total
RM RM RM
Revenue 4,167,025 6,096,978 10,264,003
Expenses including taxation (10,817,016) (6,740,356) (17,557,372)
Net loss for the financial year, representing total comprehensive loss for the financial year (6,649,991) (643,378) (7,293,369)
Attributable to:
Non-controlling interest (3,258,495) (315,255) (3,573,750)
Other individually immaterial
non-controlling interest (1,372,966)
Total non-controlling interest (4,946,716)

21 hours ago

>> Vietnam JV Power Plant is a Capital Intensive Project with Value USD 1.87 Billion ( RM 8.7 Billion) ..  Construction is started on 2016 , 2 unit Power Plant final COD on January 2021 :

 Hoho Jaks insiders had been monitoring n controlling the Net Gearing Ratio in a Healthy Level :  

> FYE2015 : 0.80 X

 1.) FYE2019 : 0.43 X  

  2.) FYE2020 : 0.34 X   

 3.) Referred to FY23 , 1 QR ended March 2023 : 0.38 X   

 4.) Referred to FY23 , 2QR ended June 2023 : 0.36 X  

5.) Referred to FY23 , 3QR ended September 2023 : 0.35 X

6.) Referred to FY23 , 4QR ended December 2023 : 0.35 X

7.) 1QR ended March 2024 :

Gearing Ratio = 0.29 X  

8.) 2QR ended June 2024 :

Gearing Ratio = 0.30 X 

9.) 3QR ended September 2024 :

Gearing Ratio = 0.30 X

20 hours ago

Hoho JAKS ‘ MTN is not only for Evolve Concept Mall , also for Pacific Towers :

The proceeds from the issuance of the MTNs under the MTN Programme shall be utilised for the following purposes:

a. to refinance the Issuer’s existing financings/borrowings, including to redeem/pay any outstanding MTNs issued under the MTN Programme (in whole or in part) and any part of interest/ coupon of the borrowings/ MTNs;

👉b. to fund capital expenditure of the Issuer and/or the relevant obligor of the MTN Programme in relation to the management of Evolve Concept Mall, Pacific 63 commercial lots and such other properties to be identified and agreed between MNH Global, the Lead Arranger/Lead Manager and the identified subscriber of the MTN;

c. to fund the working capital requirements of the Issuer;

d. to repay intercompany loans/ shareholders or directors’ advances for the purpose of principal and coupon/interest payments of the outstanding MTNs and the Existing Financing, if any; and

e. such other purpose to be determined by the Issuer and agreed upon by the Lead Arranger/Lead Manager and the identified subscriber of the MTNs.

Public Investment Bank Berhad is the Principal Adviser, Lead Arranger and Lead Manager in respect of the MTN Programme.

This announcement is dated 6 December 2024.

20 hours ago

Hoho as on CGPP 30 MW Capex funding n time line :

JAKS Solar Power also participated in
the Corporate Green Power
Programme (CGPP) with multiple
partners and was successfully
selected as a solar power producer
with a capacity of 29.99MW on 7
August 2023, together with two other
consortium partners. JAKS Group has
a 51% stake in the Consortium. At
present, the Consortium is
undergoing the approval process to
participate in Single Buyer’s New
Enhanced Dispatch Arrangement
(“NEDA”) programme.

The construction works for this project is
expected to commence by end 2024
and scheduled for commercial
operation by end 2025. (Page 15 of
AR2023)

A) What is the expected development
cost to be contributed by JAKS for
the new project under CGPP?
B) Considering JAKS's current
negative net cash position, how
does the Group plan to finance the
funds required for this project?

A) The total development cost for the project is being
worked out currently and estimated at approximately
RM130.0 million, funded by a combination of debt and
equity, of which JAKS’ portion is estimated to be
between RM15.0 – RM20.0 million.

B) The funding plan includes internally generated funds
such as dividend received from our oversea
operations, JAKS Hai Duong Power Limited Co

20 hours ago

awarded CGPP 30MW Solar RE project on August 2023 ( Consortium: Jaks 51 % , Ann Joo Green Energy Sdn. Bhd. and Fabulous Sunview Sdn. Bhd. ) …COD is expected by end 2025 .

20 hours ago

Hoho JAKS started to raise Funds for coming projects contracts and future Growth:

Jaks sold Penang 13 plots Free Hold Lands on 9/9/2024 , monetise the Lands for RM 77.74 million ( a net pro forma gain of RM50.38 million ) .

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.

19 hours ago

As at 31 Dec 2023
FP current assets RM 910,656 and current liabilities RM 221,684,498
MNH current assets RM 5,764,090 and current liabilities RM 204,961,046

Is RM 250 million MNH MTN able to take care of MNH (Evolve mall) and FP (Pacific Tower) total current liabilities of RM 426,645,544?

Summarised statements of financial position as at 31 December 2023:
FP MNH Total
RM RM RM
Non-current assets 232,040,920 324,605,814 556,646,734
Current assets 910,656 5,764,090 6,674,746
Total assets 232,951,576 330,369,904 563,321,480
Current liabilities 221,684,498 204,961,046 426,645,544
Non-current liabilities 64,635,068 196,443,411 261,078,479
Total liabilities 286,319,566 401,404,457 687,724,023
Total equity (53,367,990) (71,034,553) (124,402,543)
Attributable to:
Non-controlling interest (26,150,315) (34,806,931) (60,957,246)
Other individually immaterial
non-controlling interest (556,599)
Total non-controlling interest (61,513,845)

19 hours ago

Sweetheart_17

Sale .v v

18 hours ago

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.

18 hours ago

As at 31/12/2023
FP MNH Total
RM RM RM
Total equity/Net book (53,367,990) (71,034,553) (124,402,543)
Non-current liabilities 64,635,068 196,443,411 261,078,479
The balance loans due in more than 12 months time are accounted in Non-current liabilities

Current liabilities 221,684,498 204,961,046 426,645,544 are loans due within 12 months time and payables to suppliers, vendors and contractors who supply and build Envolve Mall and Pacific Tower.

These amount most likely roll over for some year already and now bankers, suppliers, vendors and contractors want their due to be paid.

18 hours ago

Ada satu tikus besar terperangkap tingkat 24-32 jaks. Sekarang mengamuk tiap hari

7 hours ago

Sally12

Saya sangat teruja untuk berkongsi bahawa saya berjaya mendapatkan semula $53,000 terima kasih kepada @Isabelacyberco dalam te'le'gr'am dia adalah sokongan saya. Pengalaman ini telah berubah, dan dia sangat disyorkan

6 hours ago

Philip ( buy what you understand)

Hoho need to repost again as earlier had replied to KonLee as most active Negative commentator in Jaks :

Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( 👉 after Sslleee posted sold Jaks on April 2023 since 2021 ) ... Up to RM 0.225 in 2 months .. then invested at RM 0.19 on July 2023 .. Gap Up on 1/9/2023 to RM 0.245 …

👉Then Price is downtrend to the Lowest RM 0.12 ( Current Price RM 0.135 with NTA 0.60 )….

Ssleee asked me did I average down Jaks :

My reply :

1.) No .. but bought Privasia with cost below RM 0.10 .. n tried my learned TA on Cup n Handle affirmed with Information of a Gov Project , also Privasia rushing to List the 3 tranche PP … it did broke up to RM 0.14 …ssleee is active in Privasia forum also .

2.) posted earlier that wait for Jaks QR ended March 2024 to be released, as Vietnam has taken actions on 2 well known Businessmen ( One man n One Lady ) on Corruption… not from Power industry!

Just coincidentally :
Toyo Ventures Vietnam power project terminated >>> is due to Financing issue ( 2 x 1,060 MW) .
Friday, 05 Jul 2024

5 hours ago

MrFox

jjohnchewing jaks 0.32, now 0.13..what a sad story

4 hours ago

From18.5 cents to 13 cents lost 2years later...good selection of stocks. Hope you recover your losses one day

>>>>>>>>
Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( 👉 after Sslleee posted sold Jaks on April 2023 since 2021 ) ... Up to RM 0.225 in 2 months .. then invested at RM 0.19 on July 2023 .. Gap Up on 1/9/2023 to RM 0.245 …

4 hours ago

KoonNFelixLost2Otb

Koon Yew Yin aka @ yewyin33 and his TWO BALL CARRIERS Ball carrier No 1 aka FelixTan @Felix888999 and his other aka @ edwing9981 @Antifanaticracism and Ball carrier No 2 Mr ChenKFatt @ks55 posted their THOUGHTS on YTLP as below
=======================================
yewyin33

324 posts

Posted by yewyin33 > 2 weeks ago | Report Abuse

Among all the stock selection criteria such as dividend yield, cash flow, healthy balance sheet, net tangible asset backing etc, the most powerful criterion or factor to push share up is profit growth. YTL Power reported 5.74 sen EPS for the quarter ending September and 13.16 sen EPS for the quarter ending June. It has reported reduced profit. I does have profit growth and smart investors will sell their holdings. YTL Power share price should drop to Ringgit Two : RM2.. Koon Yew Yin
=======================================
Sifu OTB penned his opinion about YTLP as above

=======================================
Smart readers / investors should know what to do ;
1] Follow low class shameless liars who are jealous of sifu otb and got insulted day and nite bu cafe supervisor .Shameful to their mothers ,wives and daughters
2] Honest and truthful sifu
So who wants to be a SMART INVESTOR or want to follow people who are JEALOUS of others.
The choice is yours
I repeat ..the choice is yours.

2 hours ago