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Jaks

1.) Vietnam Power Plant 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 ) .


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

>> G. Total = RM 561.463 million


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

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

Investment in Joint Venture:

QR ended

> March 2016 = 128,297,000

> March 2019 = 197,171,000

> March 2020 = 362,479,000

> March 2021 = 601,150,000
( note : Profit from Construction of the Power Plant is ard RM 400 Million .. Final COD on January 2021 )

> March 2022 = 748,656,000

> March 2023 = 829,105,000

> September 2023 = 897,378,000

> December 2023 = 904,495,000

> March 2024 = 936,836,000

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Yinson FY2024 Annual Report:

1.) Loss from net investment Hedge , ( RM 125 million)

2.) Reclassification of changes in fair value of cash flow hedges , ( RM 180 million) .

3.) Interest expenses on Loans n Borrowing = RM 1,118 million.

4.) Treasury shares ( SBB ) : 157,333,000 unit

5.) Loans n Borrowings :

A.) Sukuk Wakalah : Fixed rate at 5.55 % per annum : RM 1,005 million

B.) Term Loans :

1.) Fixed rate at 12.0 % per annum USD > RM 1,061 million

2.) Fixed rate at 13.88 % per annum USD > RM 1,237 million.

3.) Floating rate vary based on Cost of funds USD > RM 478 million

4.) Floating rate vary based on Secured Overnight Financing Rate USD > RM 10,808 million.

5.) Floating rate vary based on Cost of funds INR > RM 851 million

5.a) INR > RM 141 million

Rate is reset every 5 years .

6.) Revolving Credits

Floating rate vary based on Cost of funds USD > RM 115 million

C.) Unsecured:

7.) Term Loans : Floating rate vary based on Secured Overnight Financing Rate USD > RM 543 million.

8.) Revolving Credits: Floating rate vary based on KLIBOR RM 179 million

9.) Floating rate vary based on Cost of funds RM 101 million.

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Yinson

Referred to QR ended April 2024 :

A.) Non current assets :

Trade n other receivables: 87 million.


B.) Current assets:

Trade n other receivables: 726 million.

👉Total Trade n other receivables: 813 million.

C.) Non current liabilities:

Trade n other payables: 72 million

D.) Current liabilities:

Trade n other payables: 2,508 million

👉Total Trade n other payables: 2,580 million 😱

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.


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


4.) FYE 2023 : 1st Half Revenue RM 17.47 million with Net Profit RM 33.19 million.


>>👉 1QR is Profit RM 14.08 million , 2QR is Profit RM 19.11 million , 3QR is Rm 7.15 million…4QR is Loss ( 24.8 million )

👉👉 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.

( Note : Vietnam Power Plant Joint venture company is 30 % .. an associate company) .

Yinson n Jaks Financial ratios comparison:

Yinson :

Current Ratio : 0.64

Gearing Ratio : 1.617X

FCF Yield : - 10.38 %

vs

Jaks :

Current Ratio : 1.04

Gearing Ratio : 0.293X

FCF Yield : + 0.68 %

Yinson SBB


NTA 2.0700


2024-08-16
Insider
YINSON HOLDINGS BHD buyback123,600 shares from 2.630 to 2.640 on 16-Aug-2024.



2024-08-14
Insider
YINSON HOLDINGS BHD buyback246,800 shares from 2.380 to 2.390on 14-Aug-2024.



2024-08-14
Insider
YINSON HOLDINGS BHD buyback12,068,600 shares from 2.250 to 2.420 on 01-Aug-2024 - 12-Aug-2024.



2024-08-12
Insider
YINSON HOLDINGS BHD buyback270,000 shares from 2.390 to 2.390on 12-Aug-2024.



2024-08-09
Insider
YINSON HOLDINGS BHD buyback1,299,600 shares from 2.370 to 2.400on 09-Aug-2024.


2024-08-08
Insider
YINSON HOLDINGS BHD buyback1,030,000 shares from 2.370 to 2.420on 08-Aug-2024


2024-08-07
Insider
YINSON HOLDINGS BHD buyback888,800 shares from 2.330 to 2.390on 07-Aug-2024.



2024-08-06
Insider
YINSON HOLDINGS BHD buyback959,900 shares from 2.310 to 2.380on 06-Aug-2024.

Asia’s leading data centre provider is Princeton Digital Group (also known as PDG) which recently secured its first RM1.276 bn (US$280m) green loan for its 150MW AI-ready JH1 campus, in Sedenak Tech Park (STeP) also in Johor, Malaysia.

The loan will be provided by the Joint Green Loan Coordinators Maybank, Standard Chartered Bank and UOB Malaysia and this financing is PDG’s first green loan aligned with its green finance framework. 
Check out where Princeton Digital Group was ranked in our Top 10 Colocation Providers in Asia. 

Earlier this year, Yondr Group energised its first data centre campus in Malaysia, marking a significant milestone in delivering power infrastructure. The leading global developer, owner and operator of hyperscale data centres has achieved this within two years of market entry, with the campus set to deliver 300MW of critical IT capacity when complete. It will see the development of multiple phases, with access to dark fibre connectivity, scalable utilities, and infrastructure. With some of the largest data and cloud sector players in Southeast Asia, the region forms a key part of Yondr Group’s Asia-Pacific (APAC) expansion strategy.

Yinson n Jaks Financial ratios comparison:

Yinson :

Current Ratio : 0.64

Gearing Ratio : 1.617X

FCF Yield : - 10.38 %

vs

Jaks :

Current Ratio : 1.04

Gearing Ratio : 0.293X

FCF Yield : + 0.68 %

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FPSO Atlanta; Source: Yinson Production
After the first multiphase pumping subsea system (MPP), manufactured by OneSubsea, was loaded in Norway on January 21, the MPP was delivered to Enauta in Rio de Janeiro on February 14. This will be installed in 2Q 2024 to support oil and gas production at the Atlanta field.
According to the Brazilian player, the other two modules, which are in the final testing and commissioning phase, will be delivered in the second quarter of 2024. However, the umbilicals expected for the system were concluded last month. The company is adamant that these deliveries ensure that FPSO Atlanta will meet its first oil production schedule by August 2024.


Enauta is working on replacing the FPSO Petrojarl I, working on the Atlanta field, with the FPSO Atlanta, which the company bought for Atlanta’s Full Development System (FDS) in 2022. The naming ceremony for the FPSO Atlanta was held at the Dubai Drydocks World shipyard on December 13, 2023.
Located in block BS-4 in the Santos Basin, at a 1,500-meter water depth, the Atlanta field is operated by Enauta Energia, a wholly-owned subsidiary of the company, which also has a 100% interest in this asset.


The field has been producing since 2018.
The Atlanta field reached an average daily production of 21.4 thousand boe/day in February 2024, in line with the previous month, showing the stability of the equipment and the full capacity of the early production system (EPS). Since the resumption of production in November 2023, more than 2.2 million boe were produced.

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2.) Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( after Sslee posted sold Jaks on April 2023 since 2017 ) ... 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 …

As said earlier 2025 Shl be Jaks year .. since LSS5 Tender RFP dateline is brought forward to 25/7/2024 from December 2024 .. focus back to Jaks .

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Posted by Johnchew5 > 3 minutes ago | Report Abuse

KUALA LUMPUR (Aug 14): Ranhill Utilities Bhd (KL:RANHILL) posted a 45.8% decline in net profit to RM6.53 million in the second quarter ended June 30, 2024 (2QFY2024), from RM12.06 million a year ago, dragged down by an RM8 million reversal of profits previously recognised by its 51% owned-subsidiary Ranhill Worley Sdn Bhd.

👉In a filing with the local bourse on Tuesday, the group said the profit reversal was related to the oil and gas (O&G) segment in the design engineering services for a floating production, storage and offloading vessel job for a Brazilian O&G producer.

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KUALA LUMPUR (Aug 14): Ranhill Utilities Bhd (KL:RANHILL) posted a 45.8% decline in net profit to RM6.53 million in the second quarter ended June 30, 2024 (2QFY2024), from RM12.06 million a year ago, dragged down by an RM8 million reversal of profits previously recognised by its 51% owned-subsidiary Ranhill Worley Sdn Bhd.

In a filing with the local bourse on Tuesday, the group said the profit reversal was related to the oil and gas (O&G) segment in the design engineering services for a floating production, storage and offloading vessel job for a Brazilian O&G producer.

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YTL-C68
467768
KLSE
Structured Warrants : Gas, Water & Multi-Utilities
0.940
0.000 (0.0%)


52w 0.095 - 1.070
Type CALL
Issued on 2023-09-14
Maturity 2024-08-12
Strike value 1.6800
—

YTL-C73
467773
KLSE
0.810
0.000 (0.0%)


52w 0.150 - 0.905
Type CALL
Issued on 2023-12-08
Maturity 2024-09-25
Strike value 1.6000

—

YTL-C74
467774
KLSE
0.360 ↓
-0.025 (-6.5%)

52w 0.095 - 0.470
Type CALL
Issued on 2024-01-12
Maturity 2024-08-30
Strike value 2.0800

—

YTL-C75
467775
KLSE
0.620
0.000 (0.0%)

52w 0.150 - 0.725
Type CALL
Issued on 2024-01-16
Maturity 2024-11-28
Strike value 2.1800

—

YTL-C78
467778
KLSE
0.420 ↓
-0.050 (-10.6%)


52w 0.110 - 0.575
Type CALL
Issued on 2024-02-05
Maturity 2024-10-28
Strike value 2.2000

—

YTL-C80
467780
KLSE
0.175 ↓
-0.025 (-12.5%)




52w 0.065 - 0.290
Type CALL
Issued on 2024-03-11
Maturity 2024-09-27
Strike value 2.9800

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