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[转贴] JAKS 和 MFCB - 发电厂项目对比 - RH Research

Tan KW
Publish date: Mon, 30 Jul 2018, 03:15 PM
Tan KW
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本地拥有两家上市公司涉及发电厂项目,分别是捷硕资源 JAKS和美佳第一MFCB,皆采用建造、经营和移交模式 (Build Operate Transfer)。

要成功承包一项大型发电项目,一家企业必须具备4项条件,缺一不可!

其一,该项目的可行性 (Feasible) 必须非常高,也就是风险及回酬比例成正比。

其二,企业必须有能力承担整个项目的融资 (Affordable)活动。

其三,企业必须拥有一班技术成熟的建设及营运团队 (Technical)。

其四,管理层必须要有相关背景的经验 (Management)。

我们已作出两者之间的项目资料对比,供大家参考。只要对这两个项目的细节一目了然后,想必投资者心中将有答案。

至于为何官有缘只对JAKS情有独钟,这个只有他自己知道了。

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4 people like this. Showing 7 of 7 comments

VenFx

Thanks for the Mfcb & Jaks - hydro project comparison sheet.

2018-07-30 15:25

DK66

Disagree on few points;
1. The energy cost is on pass thru basis. Thus not affected by the fluctuation in coal prices.
2. The power plant will be managed by CPECC which is very experience in thermal power plant.
3. The EPC contracts were fully subcontracted to CPECC. No additional financing is required.

2018-07-30 17:12

sg999

both are rubbish, just avoid all powerplant!

2018-07-30 23:55

kakashit

sell jaks and buy mfcb, mfcb got dividend more 稳阵

2018-07-31 08:32

KLCI King

The whole world now fear of dealing with China companies, why?

Nothing politic, it is merely the TRUSTWORTHY of a company.

Most China companies having very bad reputation in many countries for they are not transparent, not adaptable to local business environment, not compliance with local business laws & requirement.

More importantly, not honour to the spirit of CONTRACT.

2018-07-31 11:38

KLCI King

Whenever dealing with them, most of them are having "I am King, king of cash, so you better listen to me."

2018-07-31 11:39

SALAM

Many, many many China companies had not lived up to the basic expectations ??

2018-07-31 11:42

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