Johnchew5

Johnchew5 | Joined since 2019-08-18

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2024-01-28 18:51 |

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2024-01-22 18:29 |

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2024-01-22 18:19 | Report Abuse

Haha YTLPower got Nvidia , going into AI industry….

Insas got selling Inari ? Sort of selling M& A after RTO listing holding 100 % reduced to 53.7 % …

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2024-01-22 18:16 | Report Abuse

Haha Ada ke :

Posted by TheContrarian > 1 hour ago | Report Abuse

EPF will swallow up all Insas shares up to 1.30 by end of the day.

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2023-10-26 20:50 | Report Abuse

MA10 : 0.2045


1.) 1st hurdle BB 20 2 Mid : 0.2067 ( from 0.2145 ) 


2.) 2nd hurdle MA200 : 0.2102 ( from 0.2150) 


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.202 CP : 0.205



👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 4/9 Highest 0.245 …


At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …


3.) 3rd hurdle MA400 ( from 0.27 to 0.25, 25/10/2023 … from 0.25 to 0.245 )


👉 MACD -0.0008 -0.0018 -0.0010

Stoch RSI 33.914 21.953

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2023-10-26 13:20 |

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2023-10-26 13:18 |

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2023-10-26 12:07 | Report Abuse

SMITH与进出口银行达协议 砂建医用手套厂

2023年10月26日
(民都鲁25日讯)砂拉越医疗创新技术中心(SMITH)与大马进出口银行(EXIM Bank )达成协议,在砂州建设一间医用手套厂。

该手套厂将坐落在距离民都鲁港约10公里的SEDC Petchem工业园内,工程分两期进行,每期将建设4条生产线,建竣后每月平均产能将达1.04亿只手套。

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2023-10-26 11:49 |

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2023-10-26 11:45 |

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2023-10-26 11:11 |

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2023-10-26 09:57 |

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2023-10-26 09:50 |

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2023-10-26 09:42 |

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2023-10-26 09:31 |

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2023-10-26 08:30 |

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2023-10-26 08:29 | Report Abuse

osted by Johnchew5 > 3 hours ago | Report Abuse

Refer to QR ended June 2023 : 


A) Administration Expenses = RM 6,917,000 


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 


B ) Other Operating Expenses = RM 25,842,000


👎>>> , just the Administration Expenses = RM 27.67 Million per Year …

BOD remunerations = RM 4.8 million 



🤙Total = RM 32.47 Million per year .🤩



👎 B ) Other Operating Expenses = RM 25,842,000 per Quarter .


Included in Other Operating Expenses are the following items :


a) Allowance for doubtful debts

b) Bad Debts written off

c) Provision for Impairment Loss

e) Goodwill written Off


and other items..

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2023-10-26 08:28 | Report Abuse

Posted by Johnchew5 > 3 hours ago | Report Abuse

A.) FYE2020 : Revenue = RM 187.5 M , Net Profit = RM 14.8 M


1.) FYE2021 : Revenue = RM216.9 M , Net Profit = RM 245.7 M


2.) FYE2022 : Revenue = RM212.5 M , Net Profit = RM 215.05 M


3.) FYE2023 : Revenue = RM 216.8 M , Net Profit = 122.7 M



👉 FYE2021 n 2022 : Keep selling Profitable Businesses until no more to sell ke ..


👉 Dividend : FYE2021 = 2.0 Sen , FYE2022 = 2.5 Sen .


Wow so stingy to Shareholders le .


So generous to Staff le on 2021 : Staff Expenses is increased more than RM 20 million after RI ..



👉 3.) Why Insaf keep selling Profitable business ( from AGM 2021 n AGM 2022 ) eg : Singapore business …

then RTO M&A from 100 % holding to 53.7 % upon completion.. 



> > Current Insaf Dividend Yield is 3.05 % … after RTO M&A with 53.7 % .. will be more generous ke or Stingy ke ???




Why Insas is involved in fashion business? Does not contribute much and is a distraction to management time.


The Company had invested in the Melium Group, which is involved in fashion and F&B businesses, since 1997, and the Company currently holds 43% equity interest in Melium. Insas has representation on the Board and EXCO of Melium and attend all Board and EXCO meetings held regularly during the year but does not get involved in the day-to-day operations.


Refer to QR ended June 2023 :


A) Administration Expenses = RM 6,917,000


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million


B ) Other Operating Expenses = RM 25,842,000 / Quarter


Refer to QR ended June 2023 : 


A) Administration Expenses = RM 6,917,000 


👉 RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 


B ) Other Operating Expenses = RM 25,842,000 



>>>, just the Administration Expenses = RM 27.67 Million per Year … BOD remunerations = RM 4.8 million 



Total = RM 32.47 Million per year .🤩

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2023-10-26 08:26 | Report Abuse

合盈证券收入减 英莎末季净利暴跌近74% 
Orientaldaily Wed, Aug 30, 2023 07:25pm - 5 days 



(吉隆坡30日讯)英莎(INSAS,3379,主板金融股)2023财政年末季(6月30日结账)净利按年暴跌73.93%,至3333万令吉;营业额也按年跌13.9%,至4253令吉。 
财报透露,末季业绩按年大跌是因为合盈证券企业谘询费用收入减少,以及去年同期脱售联号公司所有股权录得1亿3130万令吉一次性收益,托高了对比基数。 


该公司全年净利跌42.95%,至1亿2274万令吉;全年营业额则是2亿1684万令吉,比上年略高0.2%

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2023-10-26 08:12 |

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2023-10-26 08:04 |

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2023-10-26 05:11 | Report Abuse

MA10 : 0.2055


1.) 1st hurdle BB 20 2 Mid : 0.2072 ( from 0.2145 ) 


2.) 2nd hurdle MA200 : 0.2103 ( from 0.2150) 


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.200 CP : 0.200



👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 4/9 Highest 0.245 …


At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …


3.) 3rd hurdle MA400 ( from 0.27 to 0.25, 25/10/2023 … from 0.25 to 0.245 )

Stock

2023-10-25 14:27 | Report Abuse

👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 4/9 Highest 0.245 …

At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …


3.) 3rd hurdle MA400 ( from 0.27 to 0.25, 25/10/2023 … from 0.25 to 0.245 )

Stock

2023-10-25 13:53 | Report Abuse


👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 4/9 Highest 0.245 …

At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …


3.) 3rd hurdle MA400 ( from 0.27 to 0.25, 25/10/2023 … from 0.25 to 0.245 )

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2023-10-25 08:51 | Report Abuse

>> Vietnam Power Plant is a Capital Intensive Project with Value USD 1.87 Billion ( RM 8.6 Billion) .. 




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




1.) FYE2019 : 0.43 X 





2.) FYE2020 : 0.34 X 





3.) Referred to FY23 , 1 QR ended March 2023 : 0.375 X 





4.) Referred to FY23 , 2QR ended June 2023 : 0.362 X 


——- 


👉 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 👍

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2023-10-25 08:49 | Report Abuse


Jaks :

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

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2023-10-25 08:40 |

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2023-10-25 08:39 |

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2023-10-25 05:41 |

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2023-10-25 05:39 | Report Abuse

Jaks

Loans Tenure 10 years from Commercial Operating Date : January 2021 until 2030 . So far Any Issues ? The Answer is No . 



The facts is Proven by Vietnam JV company Share of Profit and Dividends since 2021 , 2022 until 2023 1st Half year ( 2 Quarterly) : 



2020 : RM 3.8 million 



2021 : RM 140.7 million 



2022 : RM 156.2 million , Dividend RM 70.0 million 



2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M 




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2023-10-25 05:38 |

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2023-10-25 05:35 | Report Abuse

此外,當地外企還面臨電價飆升問題,越南政府早前將電價大幅調升,以解決國有電力公司虧損。越南平均電價為每千瓦時1826至2444越南盾(約47至49仙),3月份上調13.7%至28.2%,為2017年以來首次出現雙位數調幅.

https://www.chinapress.com.my/?p=3526099

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2023-10-24 20:57 | Report Abuse

每周停電4次 電費狂漲 越南外企生產受創
2023年7月24日 4129点阅 責任編輯: 財經小編
(胡誌明市24日訊)越南爆發缺電危機,主要工業區的電力供應連續中斷,當地電子業者表示,每周停電達3到4次,已經嚴重衝擊生產。除了缺電,海防、北寧和同奈等電價也大幅調漲13%至28%,令韓國、歐洲等跨企憂心忡忡,敦促越南解決電力問題。

根據韓國媒體《Businesskorea》報導,越南供電狀況惡化,經常停電,加上炎熱和幹旱導致電力需求激增,造成海防、北寧和同奈等主要工業區的電力供應連續中斷。

4家在該地區營運的頂尖韓企坦言,今年至少經曆了一次停電,對於家電、手機和顯示器工廠來說,即使是短期停電也不可避免地擾亂生產。


當地電子行業代表直言,每周停電3到4次,足以對工廠營運造成一定程度的幹擾。盡管各地情況有所不同,據悉工廠正在尋求聯合解決方案應對停電。

由於韓企在越南投資逐漸增多,業者已建議越南政府優先解決電力短缺問題。據韓國統計,去年共有303家韓企在越南設立公司,按年增長30.6%,比中國(194家企業)多出約56%。韓國和越南雙邊貿易額也很大,約882億美元(約4027億令吉)。

另一方面,歐洲化學公司上個月代表歐企向越南政府發出一封正式信函,要求快速解決缺電。越南歐洲商會副會長布夫萊指出,由於連續停電,進入越南的企業遇到重大障礙,必須在失去其作為全球製造中心的功能之前采取措施。

此外,當地外企還面臨電價飆升問題,越南政府早前將電價大幅調升,以解決國有電力公司虧損。越南平均電價為每千瓦時1826至2444越南盾(約47至49仙),3月份上調13.7%至28.2%,為2017年以來首次出現雙位數調幅.

https://www.chinapress.com.my/?p=3526099

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2023-10-24 20:50 |

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2023-10-24 18:51 |

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2023-10-24 18:45 | Report Abuse

Coal
Although PDP8 does not call for immediate reductions in Vietnam's reliance on coal, coal would become a smaller share of the total energy mix by 2030. In 2020, total capacity of coal-fired power plants was 21.38 GW (30.8%) of the energy mix. By 2030, Vietnam plans to increase this to 30.13 GW, but this would reduce its share to 20% of planned energy capacity.

After 2030, Vietnam would not develop any new coal-fired power plants, and active plants that are 20 years or older will begin transitioning to biomass or ammonia. Plants over 40 years old that cannot achieve this fuel switch will be retired.

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2023-10-24 18:41 | Report Abuse

MA10 : 0.210


1.) 1st hurdle BB 20 2 Mid : 0.2095 Done 


2.) 2nd hurdle MA200 : 0.2136


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


—-

MA10 : 0.2095


1.) 1st hurdle BB 20 2 Mid : 0.2100 


2.) 2nd hurdle MA200 : 0.2132


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.213 CP : 0.215


MA10 : 0.2075


1.) 1st hurdle BB 20 2 Mid : 0.2088


2.) 2nd hurdle MA200 : 0.2107


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.200 CP : 0.200



MA10 : 0.2065


1.) 1st hurdle BB 20 2 Mid : 0.2080


2.) 2nd hurdle MA200 : 0.2105


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.200 CP : 0.205



👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 2/9 Highest 0.245 …

At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …

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2023-10-24 18:14 |

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2023-10-24 18:11 |

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2023-10-24 08:12 |

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2023-10-24 06:50 |

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2023-10-24 00:43 |

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2023-10-24 00:08 |

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2023-10-23 21:31 | Report Abuse

Average Volume (3M) 18,723,400
Relative Volume 1.1

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2023-10-23 21:27 | Report Abuse

MA10 : 0.210


1.) 1st hurdle BB 20 2 Mid : 0.2095 Done 


2.) 2nd hurdle MA200 : 0.2136


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


—-

MA10 : 0.2095


1.) 1st hurdle BB 20 2 Mid : 0.2100 


2.) 2nd hurdle MA200 : 0.2132


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.213 CP : 0.215


MA10 : 0.2080


1.) 1st hurdle BB 20 2 Mid : 0.2095


2.) 2nd hurdle MA200 : 0.2109


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.204 CP : 0.200


___


MA10 : 0.2075


1.) 1st hurdle BB 20 2 Mid : 0.2088


2.) 2nd hurdle MA200 : 0.2107


3.) 3rd hurdle MA400 ( from 0.27 to 0.25 )


4.) 4th hurdle 52W H ……( from 0.34 to 0.305 )


VWAP : 0.200 CP : 0.200




👉 Observation : Consolidation period : MA200 price is reducing …


👉 1/9/2023 : Price is Up from 0.205 to 0.235 , 2/9 Highest 0.245 …

At that Time : MA400 is 0.27 …
52W H is 0.34 …


👉 Consolidation period in 2nd month …

Stock

2023-10-23 10:57 |

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Stock

2023-10-23 10:56 | Report Abuse

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