Kan Sarifah dah bilang Koon ada spare cash now... let's see how he decide

Well in time institute investors wil take over his place to make Jaks reach its full potential

Bagus DK66

U took ur time to answer

Sarifah x pernah no even for one minute worried that u will cave in

U stand by ur words after careful consideration



A good answer indeed Koon a civil engineer and IPP lover knows IPP Vietnam tu very well IPP has always has a place deep in Koon's heart

Koon always says jgn embarrassed to buy back if have made a mistake when selling ni Jaks ni pulak more pasal timing jer

No permanent enemy in politic and in investment too


Koon ada spare cash now... let's see how he decide

DK66

Klau Koon says he is goin to invest RM 50m into Jaks and he asks u "DK66 Is Jaks a good company to invest in?" berani u look into his eyes and jawab "Yes Jaks is a good company to invest in" ?

Tengok gambar gambar IPP Vietnam really mengancam kan beres dulu before Pacific Star LOL

Can pakai CPEEC very efficient China company mcm main lego je piece by piece in place got chance complete early

Klau bikin site visit now civil engineer Koon kan in awe no doubt

See how long Koon can tahan looking at d photos

Sarifah noble interest

Trader trader trader

Jaks very safe

Sangkut jd long term oso very good

xda downside

JAKS (Not Rated)

Yesterday, JAKS rose by 2.5 sen (+3.31%) to close at RM0.780.Chart-wise, the share began to recover since the end of last year and eventually broke past the previous downtrend in March 2019 on the back of stronger-than-average trading volume.Notably, the share is currently trading above all its SMAs as it closed above its 100-day SMA five days ago, signalling strong buying interest.From here, follow through buying may bring the share to meet resistance at RM0.935 (R1) and RM1.080 (R2)However, failure to do so, the share may find support at RM0.635 (S1) and RM0.530 (S2) further down.

Source: Kenanga Research - 13 Mar 2019

Mcm tulisan blur sotong je kosong je ni??

Koon betul betul understand and confident on Vietnam IPP tu sampai beli 30% of Jaks

Sarifah aiming for a cut of RM 3,000,000

Koon's RM 64m dan more profit lagi kan fall into our hands

Byk jutawan jutawan in the making kat Jaks sini

Yg sekelian kena insaf yg push up the prices is Koon's money bukan apa tu golden rule that keep changing according to the occasion

in the case of dayang, people buy from 60 sen to $ 1.40 also make money........

08/03/2019 19:30



Why ni rasa familiar je oh ya mirip jejak Jaks satu masa dulu

60 sen to 1.80

64m loss again later

At least Jaks ada IPP yg teguh reliable

While oil price can collapse due to shale

U nak wait ok

Org yg ada ikut perkembangan Jaks dah nampak dah ada clarity

Apa no hope?

U faham ke x faham?

Skrg Jaks masih Pre dan harga rendah

U beli and wait till Jaks jadi fabulous kelak in few months time

Ni la strategy beli stk pr3fa8ulous ni

Besar return strategy ni

https://klse.i3investor.com/blogs/PreFabulous/196765.jsp

https://klse.i3investor.com/blogs/Jaks%20resources/196652.jsp

Big IPP priced at 3rd class property developer price ANOMALY

Hot Hot Hot

Bila jumpa lagi Koon?

HaHaHa tambah lagi

Sarifah asik terasa mcm tambah x cukup lagi

For Sarifah Jaks bukan contrarian Jaks is anomaly

Contrarian in life? Gay ke? Lesbian ke? Pandu opposite arah ke?

Bagus Veitnam EPC profit not wasted in last QR

Klau x closure hantu kak limah asik asik dtg balik munjur munjur lg

Klau boleh Sarifah don't mind Andy kitchen sank property biz in last QR

Biar bygone b bygone asap secepat mungkin share price may n affected notwithstanding

i3lurker u hantu betul

Satu lg to bear in mind i con projected Vietnam IPP EPC ada lg on purata 163m profit for 12 mths

Yg sekelian perlu bear in mind klau ada impairment tu pun jz one off

Lg lg taksiran Sarifah byk mesin mesin property bines boleh diambilalih construction business

Klau x closure hantu kak limah asik asik dtg balik munjur munjur lg

x takut la 'yang we adopt polisi transparent

Emm... apa pulak.. mcm mana tu came out wrong a bit

Perlu closure baru can move forward

DK66 'yang go do it la 'yang

Property business tu perlu ada closure

Lebih lebih lg now ada new information

It is not fully addressed sbb tu la masih haunted

No jgn malas go do it

DK66

As u noted...


For now, Jaks is haunted by the property busines...


So why don't u take the bull by the horns and buat analisis on wat maximum damage the property business can do on Jaks in d near future



Sarifah start by giving a few figures...

Interest x boleh capitalize lagi mulai July 2019 500m x 7.5% = 37.5m pa lebih kurang

Depreciation of 2 investment properties = 30m pa agak agak


Yg lain Sarifah leave it to you as u pandai write post panjang lebah


Wat d hell go maximum juga cover la potensi impairment yg mungkin ada bila property business ditamatkan Takut apa!!!

Tak payah sangsi Veitnam IPP

Koon went to site visit and came out convinced kan?


Rilak je Veitnam IPP kan OK


U think 8b punya projek main masak masak?

Adoi malu malu excuse Sarifah

Remember qqq3

Premature withdrawal

X dpt garner interest

Not too late for Koon


Property development kan beres dan Veitnam IPP kan beres


Proceeding towards PIVOT POINT


Koon pay attention Jaks hurling towards PIVOT POINT


Don't miss

PBB factored in 100% of RM 50m BG


c.60% discount.. arbitrary


Discount ni if justifiable in d first place kan jadi semakin smaller bila property development kan beres dan IPP kan beres


TP 1.60 kan materialize eventually x lama lagi



TP of RM0.65, derived from higher c.60% discount to our SOTP estimates of RM1.60, effectively pegged at c.6x PER. Neutral call is also retained. 


JAKS Resources Berhad - RM25.5m P&L Hit

Author: PublicInvest   |    Publish date: Thu, 17 Jan 2019, 09:58 AM 

The Group has decided to throw in the towel in the court case with Star Publications after trying to appeal for so many times but was dismissed by the courts. After the recent dismissal by the Federal Court, JAKS, after consultation with its legal advisors, has decided to release the payment on the bank guarantee of RM50.0m to STAR on 9 January 2019. As such, with its 51% equity interest in joint venture, the Group has said that RM25.5m will be charged off in FY2018. This comes as no surprise as we have already factored in the losses in our valuations. However, the timing of the write-down is now known and we cut our FY18 estimates by c.40% to account for this new development.

We are also wary over the various dilutive equity fund raisings done so far and the poor execution especially on its property business. All told, we maintain our TP of RM0.65, derived from higher c.60% discount to our SOTP estimates of RM1.60, effectively pegged at c.6x PER. Neutral call is also retained.

Source: PublicInvest Research - 17 Jan 2019

TP 90 sen not factor in claw back

Andy bukan articulate sgt tapi body language kelihatan berkeyakinan diri ada confidence


Andy mentioned Star Tower dah completed



Posted by SarifahSelinder > Jan 7, 2019 07:58 PM | Report Abuse 

Not all 50m kan burnt




So RM 50m BG yg jz baru release to Star tu nampak can claw back a big portion.


90% claw back RM 45m, 75% claw back RM 37.5m ada chance



Although management guided that there is the possibility that they could claw back a portion of the payment made in an arbitration court, we have not factor that into our numbers.




Pacific Star Project Will Have a Closure by 2019

Jaks is committed to complete the Pacific Star project by end of 2019, which will reduce the losses for the segment by around RM2m/month, as it would no longer incur LAD cost post completion. Management is confident that the current cash balance of RM92m is sufficient to complete the project post the RM50m (or RM25.5 for Jaks 51% stake) payment to STAR. Although management guided that there is the possibility that they could claw back a portion of the payment made in an arbitration court, we have not factor that into our numbers. Our core-net profit forecast for FY18 remains unchanged as we view the payment as one-off.

https://klse.i3investor.com/blogs/hwangdbs/190832.jsp

For the sole purpose of causing mass confusion

Fikir fikir kan la the charge in the quarter result could be 15m 25m 35m 45m 55m 65m 75m 85m 95m 105m 115m depend on d time vested

Lizi Must keep it real keep thing in proper perspective bkn jerit here jerit there want blood

Without this RSP xda la Veitnam IPP

.......the bill will come in coming quarter result for jaks shareholder to pay.


U nak talk abt fake expense?