Johnchew5

Johnchew5 | Joined since 2019-08-18

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2024-08-14 09:47 |

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2024-08-14 09:31 | Report Abuse

Posted by Johnchew5 > 1 day ago | Report Abuse

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

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2024-08-14 09:29 |

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2024-08-14 09:08 |

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2024-08-14 08:52 | Report Abuse

Depreciation charge is a non cash flow item which does not involve cash payment. LSS4 is making losses due to depreciation charges but net cash flow should be positive and able to pay the loan principal.

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2024-08-14 08:49 | Report Abuse

👉Despite continual contributions from Vietnam Power Plant … LSS4 is expected to be contributing positively by 2024 ..( Completed n Commissioned on 21 August 2023 with 25 concession years tenure .) :

1.) QR ended September 2023 :

Revenue : 3.3 Million , Loss ( RM 1.4 Million)

2.) QR ended December 2023 :

Revenue: 4.3 Million , Loss ( 0.4 Million )

3.) QR ended March 2024 :

👉Revenue: 5.3 Million , Profit RM 0.96 Million

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2024-08-14 08:47 |

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2024-08-14 08:42 |

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2024-08-14 08:35 |

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2024-08-14 07:51 |

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2024-08-14 07:42 |

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2024-08-14 07:32 |

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2024-08-14 07:29 |

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2024-08-13 23:03 |

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2024-08-13 14:53 |

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2024-08-13 08:33 | Report Abuse

Jaks : Case Study on TA

12/8/2024 :

> 2 day Standard Doji .. 1 day Gravestone Doji … 1 day Green body candle.. today (12/8) Green Hammer candle … anticipating Uptrend momentum..

>>
RSI(14) Neutral 50.1
Stochastic(14) Neutral 55.6

>>> MACD + 0.002

>>>> MA5 0.161 MA10 0.160 MA200 0.170

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2024-08-12 14:30 | Report Abuse

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 % equity.. an associate company) .

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2024-08-12 14:22 | Report Abuse

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

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2024-08-12 13:57 | Report Abuse


Jaks non current asset


Refer QR ended March 2023 :


Non Current Assets :


PPE. 273,041,000


Investment Properties 594,321,000


Investment in Joint Venture. 829,105,000





Refer QR ended June 2023 :



Non Current Assets :


PPE. 278,626,000

Investment Properties 590,929,000

Investment in Joint Venture. 861,417,000


===


Note : Compared 2QR to 1QR >>


A) PPE : increased RM 5,585,000 👍


B) Investment Properties : Decreased RM 3,392,000 👍


C) Investment in Joint Venture. : Increased RM 32,312,000 👍

—-

Refer 3QR ended September 2023 :



Non Current Assets :


PPE. 299,238,000

Investment Properties 587,546,000

Investment in Joint Venture. 897,378,000

—-

Jaks

Refer 4QR ended December 2023 :



Non Current Assets :


PPE. 296,599,000

Investment Properties 584,206,000

Investment in Joint Venture. 904,495,000



>> 1QR ended March 2024 :

Non Current Assets :


PPE. 294,107,000

Investment Properties 587,948,000

Investment in Joint Venture. 936,836,000


——

Jaks 👉👉👉

2QR ended June 2023 :

> Accumulated Profit : 343,661,000. ( 1QR 324,951,000 ) ( Audited as on December 2022 is RM 310,874 ,000 )



>> Accumulated Profit on 3QR ended September 2023 : 350,327,000


👉 》〉Accumulated Profit on 4QR ended December 2023 : 348,126,000


👉 Accumulated Profit on 1QR ended March 2024 : 361,786,000

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2024-08-12 11:46 |

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2024-08-12 08:14 |

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2024-08-12 08:12 |

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2024-08-11 18:21 |

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2024-08-11 13:55 |

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