Johnchew5

Johnchew5 | Joined since 2019-08-18

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2023-08-30 10:19 |

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2023-08-30 10:17 |

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2023-08-30 09:57 |

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2023-08-30 09:17 |

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2023-08-30 09:01 |

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2023-08-30 09:00 |

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2023-08-30 08:54 | Report Abuse

Jaks : Vietnam Power Plant Project BOT 25 years concession tenure. >>


A ) Referred to FY21 Annual Report :


The turnaround to Profitability was mainly from the share of profit in the Vietnam joint venture which amounted to RM 140.7 million in FYE2021 as compared to RM3.8 million in the previous year .



B ) Referred to FY22 Annual Report :


The increase in Profitability arose from the Higher share of Profit from the Vietnam joint venture that rose by 11 % to RM 156.2 million.



And Dividend RM 70.0 million.



C ) Referred to 1st QR ended March 2023 :

Share of Profit in Joint Venture is RM 28,326,000 compared to March 2022 RM 33,936,000.


( Note : from Key Matters Discussed, the reduced Share of Profit is due to increased interest expenses .


D) Referred to 2nd QR ended June 2023 :
Share of Profit in Joint Venture is RM 32,312,000 . Wow really a Cash Cow , 💪.




>> JHDP has been granted the Investment Certificate by the Ministry of Planning and Investment of Vietnam on June 2011 to develop a 2 x 600 MW Coal Fired Thermal Power Plant Project in Phuc Thanh Commune, Kinh Mon District, Hai Duong Province, Vietnam ("Hai Duong BOT Thermal Power Plant"), under the form of Build-Operate-Transfer ("BOT") for 25 years.


>>> Construction of Hai Duong BOT Thermal Power Plant has commenced in the first half of 2016. Hai Duong BOT Thermal Power Plant achieved the commercial operation for its first unit on November 2020, while the commercial operation for the second unit was achieved in January 2021.

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2023-08-30 08:50 |

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2023-08-30 08:22 |

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2023-08-30 08:21 |

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2023-08-30 08:20 |

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2023-08-30 04:42 |

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2023-08-30 04:32 |

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2023-08-30 04:22 |

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2023-08-30 01:11 |

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2023-08-30 01:10 |

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2023-08-30 01:08 |

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2023-08-30 01:07 |

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2023-08-30 00:57 |

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2023-08-30 00:54 |

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2023-08-30 00:44 | Report Abuse

Remember Do 3 Own : Own Homework, Own Analysis n Own DecisionS as only you know your Risk level . 


DecisionS: is changed Upon new information, new facts n figures.

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2023-08-30 00:43 | Report Abuse

28/8 Mon. 0.200 16,963,500 . VWAP 0.196
T+ 1 = 1,840,500 . ( T + 0 = 15,267,000 )

29/8/2023 Tues :

Jaks

12.30 pm : 0.195 VWAP 0.195 Volume : 18,479,600


5.20 pm : 0.195 VWAP 0.195
Volume : 22,763,700

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2023-08-30 00:39 | 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

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2023-08-30 00:38 |

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2023-08-30 00:37 | Report Abuse

Referred to FY23 , 1 QR ended March 2023 :


a) Financial assets


Trade n other receivables 337,839,000


Cash and bank balances 24,102,000



Deposits placed with Banks. 41,630,000




total = 403,571 ,000


b) Financial liabilities


Loans and borrowings 511,117,000


Trade and other payables 477,080,000


Lease liabilities —


total = 988,197,000



a) - b ) = ( 584,626,000 )


👉Referred to FY23 , 2QR ended June 2023 :


a) Financial assets


Trade n other receivables 356,616,000


Cash and bank balances 21,593 ,000


Deposits placed with Banks. 34,388 ,000


total = 412 ,597,000



b) Financial liabilities


Loans and borrowings 506,599,000


Trade and other payables 484,460,000


Lease liabilities —


total = 991, 059,000



a) - b ) = ( 578,462,000 )

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2023-08-30 00:35 |

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2023-08-30 00:34 |

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2023-08-30 00:32 |

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2023-08-30 00:31 |

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2023-08-30 00:30 |

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2023-08-30 00:29 | Report Abuse

Jaks : Vietnam Power Plant Project BOT 25 years concession tenure. >>


A ) Referred to FY21 Annual Report :


The turnaround to Profitability was mainly from the share of profit in the Vietnam joint venture which amounted to RM 140.7 million in FYE2021 as compared to RM3.8 million in the previous year .



B ) Referred to FY22 Annual Report :


The increase in Profitability arose from the Higher share of Profit from the Vietnam joint venture that rose by 11 % to RM 156.2 million.



And Dividend RM 70.0 million.



C ) Referred to 1st QR ended March 2023 :

Share of Profit in Joint Venture is RM 28,326,000 compared to March 2022 RM 33,936,000.


( Note : from Key Matters Discussed, the reduced Share of Profit is due to increased interest expenses .


D) Referred to 2nd QR ended June 2023 :
Share of Profit in Joint Venture is RM 32,312,000 . Wow really a Cash Cow , 💪.




>> JHDP has been granted the Investment Certificate by the Ministry of Planning and Investment of Vietnam on June 2011 to develop a 2 x 600 MW Coal Fired Thermal Power Plant Project in Phuc Thanh Commune, Kinh Mon District, Hai Duong Province, Vietnam ("Hai Duong BOT Thermal Power Plant"), under the form of Build-Operate-Transfer ("BOT") for 25 years.


>>> Construction of Hai Duong BOT Thermal Power Plant has commenced in the first half of 2016. Hai Duong BOT Thermal Power Plant achieved the commercial operation for its first unit on November 2020, while the commercial operation for the second unit was achieved in January 2021.

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2023-08-29 23:59 | 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 4123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。

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2023-08-29 23:57 | Report Abuse

Date : Time :
JAKS RESOURCES BERHAD
Registration No. 200201017985 (585648-T) (Incorporated in Malaysia)
SUMMARY OF KEY MATTERS DISCUSSED
AT THE TWENTIETH ANNUAL GENERAL MEETING OF THE COMPANY
29 June 2022, Wednesday 10.30 a.m.
Set forth below are the Key Matters Discussed:
No.

2.
What is the current utilization rate of its Vietnam IPP project? How is unexpected increase in overhead cost in Vietnam IPP project affecting its profit margin?

- The availability factor is averaging over 70% in accordance with the PPA.
- There is no unexpected increase in overheads cost, and in any event of one, we believe it will be passed through to EVN, the off taker.

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2023-08-29 23:27 |

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2023-08-29 23:23 |

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2023-08-29 23:21 |

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2023-08-29 23:19 |

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2023-08-29 23:12 |

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2023-08-29 23:04 |

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2023-08-29 22:53 |

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2023-08-29 22:52 |

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