Sslee

Sslee | Joined since 2016-08-31

Investing Experience Beginner
Risk Profile Moderate

Emotional Introvert Most defining characteristics: You are sensitive, melancholic and a perfectionist. You are a very emotional, caring and dedicated person. You believe that there is a bigger picture in life, one that we can’t really see, but we can feel. You are very compassionate, strong minded

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Summary
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User Comments
Stock

2024-03-22 11:34 | Report Abuse

I don't hold any US stock.
Just yesterday choivo capital whatsapp group talk about PDD 150% growth in top and bottom line.

Stock

2024-03-22 11:00 | Report Abuse

For upstream plantation it is very difficult to increase your planting areas because of RSPO and MSPO requirement. The only way to increase production is by better plantation management to increase FFB production per hectare.

Jayatiasa plantation earning will depend of FFB production and CPO price. You can get this available monthly data and estimate the quarterly result.

As of timber you can also keep tap on the monthly production and monthly timber price.


If you are looking for growth stocks then you can look into Yinson.

Stock

2024-03-22 10:35 | Report Abuse

By the way I keep jayatiasa Monthy production and MPOB palm oil monthly spot price. By doing so I can estimate the quarterly result.

Stock

2024-03-22 10:31 | Report Abuse

Mike-tikus only know how to cut and paste.
I bet he not even know what is TTM and how to use TTM?

Trailing 12-month, or TTM, refers to the past 12 consecutive months of a company’s performance data used for reporting financial figures.
By consistently evaluating trailing 12-month numbers, company financials can be evaluated both internally and externally without regard for the artificiality of fiscal year-end.
TTM allows for a like comparison of a company's performance trajectory that smooths away any inconsistencies.

TTM for Financial Reporting
Companies conducting internal corporate financial planning and analysis have access to detailed and very recent financial data. They use the TTM format to evaluate key performance indicators (KPI), revenue growth, margins, working capital management, and other metrics that may vary seasonally or show temporary volatility.

Stock

2024-03-22 09:55 | Report Abuse

Compound annual growth rate.
You need to ask Mike-Tikus his CAGR is refer to:
Revenue
Profit
Or NOSH

The only positive CAGR about jaks is NOSH.

Stock

2024-03-22 09:44 | Report Abuse

Just a getle reminder.
If jaks failed to repay bank borrowing a default mean banks will immediately recall all the loans and jaks will go bankrupt.

(i) As per the Announcement, the Group has earmarked up to RM33.00 million of the proceeds from the Proposed Private Placement for the partial repayment of its existing facility, in the manner set out below:
Facility Bank Purpose of borrowing
Interest rate (% per annum)
Principal amount(RM’000)
Tenure
Total amount outstanding as at LPD(RM’000)
Proposed repayment(RM’000)
Term loan Great Eastern Term loan provided to part finance the development cost of a 4-storey
shopping mall known as Evolve Concept Mall
6.0 250,000 10 years 211,418 13,000

Term loan Maybank Term loan provided to part finance the acquisition of a 4-storey commercial property known as Pacific Towers
7.4 100,000 10 years 73,635 10,000

Letter of credit / Trade financingAl-Rajhi Banking & Investment Corporate (Malaysia) Berhad
To facilitate and finance local purchase/ importation of raw materials/ trading goods relating to
Company’s principal line of business
6.5 40,000 N/A 22,500 10,000

Total 307,553 33,000

Stock

2024-03-22 09:13 | Report Abuse

Did someone know a negative CAGR mean?

Stock

2024-03-22 09:10 | Report Abuse

Confirm someone already lost his mind.
Ytlpower all this while is a profitable company and able to pay its borrowing.

Jaks need PP to pay borrowing and no financial institutions want to lend any money to jaks for the addition 10% equity in JHDP.

Stock

2024-03-22 09:04 |

Post removed.Why?

Stock

2024-03-22 09:01 | Report Abuse

So far CAGR is Improving:

3Y -21 % TTM + 29.9 %
5Y. -15.8 % TTM. + 0.5 %

A 3 years CAGR of negative 21% and
5 years CAGR of negative 15.8% is called improving?????

Stock

2024-03-22 08:54 |

Post removed.Why?

Stock

2024-03-22 08:52 | Report Abuse

Only someone lost naked in jaks and lost his mind will implied jaks is ytlpower.

Stock

2024-03-22 08:20 | Report Abuse

6 months end 31/12/2023
RM '000
Net cash flows from operating activities 228,370

Is that a bad result?

Stock

2024-03-22 08:15 | Report Abuse

What is the operation cash flow of jayatiasa?

Stock

2024-03-22 08:12 | Report Abuse

Mike-tikus must had lose naked in jaks until went berserk in Insas forum.

Stock

2024-03-22 06:53 | Report Abuse

Bought some Yinson yesterday.

Stock

2024-03-21 18:29 | Report Abuse

With so much cash inflow next AGM I have another reason to ask BOD to give better/higher dividend.

Stock

2024-03-21 17:50 | Report Abuse

Not sure what will be the disposal gain on 10 million Inari share and 100 million M&A shares. But the cash inflow from the disposal should be between RM 60-66 million.

Stock

2024-03-21 17:23 | Report Abuse

Insas 6 months end 31/12/2023
RM '000
Interest received 19,883
Dividend received 26,877

Jaks 12 months end 31/12/2023
RM'000
Interest expense 28,508
Dividend received from Joint Venture company 27,386

So jaks dividend received from JHDP cannot covered interest payment to banks, how on earth jaks going to pay the principal sum?

So next year and year after next another PP or RI?

Stock
Stock

2024-03-21 09:56 | Report Abuse

Insas 6 months end 31/12/2023
RM '000
Interest received 19,883
Dividend received 26,877

Jaks 12 months end 31/12/2023
RM'000
Interest expense 28,508
Dividend received from Joint Venture company 27,386

So jaks dividend received from JHDP cannot even pay the interest payment to banks how on earth jaks going to pay the pricipal sum?

Stock

2024-03-21 09:39 | Report Abuse

Facility Bank Purpose of borrowing
Interest rate (% per annum)
Principal amount(RM’000)
Tenure
Total amount outstanding as at LPD(RM’000)
Proposed repayment(RM’000)
Term loan Great Eastern Term loan provided to part finance the development cost of a 4-storey
shopping mall known as Evolve Concept Mall
6.0 250,000 10 years 211,418 13,000

A RM 250,000,000 10 year term loan for evolve mallp and current outstanding RM 211,418,000 is this mean jaks did not pay the principal sum as schedule?

Stock

2024-03-21 09:30 | Report Abuse

Come back to jaks:
My question:
As per the Announcement, the Group has earmarked up to RM33.00 million of the proceeds from the Proposed Private Placement for the partial repayment of its existing facility.

So next year or year after next can jaks generate enough cash flow for interest and repayment of outstanding loan amount RM 307,553,000?

Stock

2024-03-21 09:25 | Report Abuse

By the way omesti is just one of the many Insas' Financial assets at fair value through profit or loss and as at 31/12/2023 mark to market value of RM 231,352,000

Stock

2024-03-21 09:18 | Report Abuse

Omesti-PB
Search:
Ann. Date
Ex Date
Type
Subject
Amount
29-Nov-2023 13-Dec-2023 DIVIDEND Others 2.5068%
31-May-2023 15-Jun-2023 DIVIDEND Others 2.4795%
30-Nov-2022 14-Dec-2022 DIVIDEND Others 2.5205%
31-May-2022 14-Jun-2022 DIVIDEND Others 2.4795%
01-Dec-2021 14-Dec-2021 DIVIDEND Others 2.5205%
31-May-2021 15-Jun-2021 DIVIDEND Others 5.0000%

Stock

2024-03-21 08:58 | Report Abuse

Know how RPS work?

9008PB OMESTI-PB 27,500 0.8068 0.8250 22,187.00 22,687.50 500.50 2.26

Stock

2024-03-21 07:48 | Report Abuse

So next year or year after next can jaks generate enough cash flow for interest and repayment of outstanding loan amount RM 307,553,000?

(i) As per the Announcement, the Group has earmarked up to RM33.00 million of the proceeds from the Proposed Private Placement for the partial repayment of its existing facility, in the manner set out below:
Facility Bank Purpose of borrowing
Interest rate (% per annum)
Principal amount(RM’000)
Tenure
Total amount outstanding as at LPD(RM’000)
Proposed repayment(RM’000)
Term loan Great Eastern Term loan provided to part finance the development cost of a 4-storey
shopping mall known as Evolve Concept Mall
6.0 250,000 10 years 211,418 13,000

Term loan Maybank Term loan provided to part finance the acquisition of a 4-storey commercial property known as Pacific Towers
7.4 100,000 10 years 73,635 10,000

Letter of credit / Trade financingAl-Rajhi Banking & Investment Corporate (Malaysia) Berhad
To facilitate and finance local purchase/ importation of raw materials/ trading goods relating to
Company’s principal line of business
6.5 40,000 N/A 22,500 10,000

Total 307,553 33,000

Stock

2024-03-20 17:46 | Report Abuse

Whether fifth airlines or new route all wil be lose making. Only mature routes with high demand are profitable routes.

Stock

2024-03-20 16:21 | Report Abuse

If capA cannot make any money from below cheap sales then capA is nothing more than a Ponzi scam using advance sales money for working capital.

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Stock

2024-03-20 12:15 | Report Abuse

Is S&P 500 index considered as bellwether index?
If so did S&P 500 plunges nearly 20%?

If not which index is considered as bellwether index? and please tell me where did icapital get this data "19.88% plunge in the bellwether index"

Over a 5-year period, your Fund’s share price has outperformed the gain of its NAV and the plunge in the MSCI Malaysia index. Your Fund’s share price jumped 21.59%, way ahead of the 16.88% rise in its NAV and the 19.88% plunge in the bellwether index.

Stock

2024-03-20 09:29 | Report Abuse

Again more conman' rulebook on diverting attention and flooding the forum with his gibberish.

Stock

2024-03-20 09:17 | Report Abuse

Who is worst calvitaneng promoting NEXT or Mike tikus intentionlly and
mischievously using misinformation and conman' data to promote Jaks day and night 24/7/365 non stop for more than 8 months?

Stock

2024-03-20 09:00 | Report Abuse

If jaks cannot even get finance for the lucative paper profit addition 10% JHDP do you think jaks have any financial support to tender for any new LSS5 or any new jobs?

Stock

2024-03-19 21:15 | Report Abuse

Is insas cash just flow out?
Know what is Insas latest cash, cash equilvalent and FD?

Know how much cash will flow into Insas quarter end 31/3/2024 with disposal of 10 million Inari and 100 million M&A?

Stock

2024-03-19 21:07 | Report Abuse

By the way who is the one everytime just buy 100 units at 0.155 trying to push jaks to 0.155?

Stock

2024-03-19 20:54 | Report Abuse

Did dumbass Mike-tikus know what is RPS?

Stock

2024-03-18 18:07 | Report Abuse

Insas at above RM 1.20 is a very good exit price for minority shareholders.
If you bought above RM 1.20 and hoping thar Ah Tong will make a hostile take over then shouldn't you check with Ah Tong when he intend to make a take over?

And if you bought above RM 1.30 because Leno say it lound and clear INSAS RM 60 RINGGIT is KAMBENGGGGGGGG AAAAAAAAAAAAAAA !!😘😘 then whose fault is this?

Stock

2024-03-18 15:11 | Report Abuse

Leno' cat tell Ah Thong' cat and Ah Thong' cat tell Ah Tong' cat and Ah Tong' cat tell Ah Tong leno wisper INSAS RM 60 RINGGIT is KAMBENGGGGGGGG AAAAAAAAAAAAAAA !!😘😘

Ah Tong bought Insas-WC and wrote in his Ah Tong theedge portfolio Insas is super undervalued thus a lot uncle aunty pakcik makcik who read The Edge paper buy Insas now all trapped.

Stock

2024-03-18 12:44 | Report Abuse

Profit from associate companies is just accounting paper profit. It is the dividend received from associate companies that you need to look into it.

Similarly as minority shareholders every sens or dollar earned by the company belong to the company and you can only hope the BOD is kind enough to share the company wealth with shareholders by giving good dividend to shareholders and not just pay the BOD fat cat cheque.

Stock

2024-03-18 12:36 | Report Abuse

Come back in 2030 when JHDP already pay off the loan then JHDP will not have anymore cash flow problem and should give out good dividend to jaks.

Untill then more PP or RI coming every year till 2030 but then again who know a 10 years old coal fire power plant will the boiler tubes or steam turbine blades might crack causing long shutdown and costly repaired.

Stock

2024-03-18 09:49 | Report Abuse

If dumbass mike-tikus is so confident on jaks why not he average down his jaks holding cost instead of everyday promoting jaks 24/u/365 non stop hoping suiyee sucker billis buying high from him.

Stock

2024-03-18 09:43 | Report Abuse

Can't understand what all the complaint about?
If you don't like Insas then no one ask you to buy insas.

By the way Insas can't do SBB because any buying will pushed up Dato' Sri Thong and PAC holding to 33% MGO threshold regardless of whether the SBB shares keep as treasury or for cancellation.

As for me waiting to buy if Insas drop below 90 sen.

Stock

2024-03-17 16:52 | Report Abuse

I was in UK for almost a year as trainee in this TiO2 plants. And the F word is a very common word used by the operators and supervisors in their daily conversation.

But in Malaysia the F word is very rarely used hence I was surprised why the need to use the F word in i3 forum? Are we trying to be Bristish?

Stock

2024-03-17 14:28 | Report Abuse

Anyone know what is bellwether index?
And where did icapital get the information 19.88% plunge in the bellwether index?
Or the stock market plunges nearly 20%?

Stock

2024-03-17 13:44 | Report Abuse

For the 30% jaks holding in JHDP COD in 2020 what jaks get back so far is mere dividend of RM 97.386 million, that will equal to how many years payback?

Meanwhile the bank that finance the total amount of 75% project cost will get their increase interest and principal payback in 10 years.

Stock

2024-03-17 10:50 | Report Abuse

Mike-tikus even trying to use his other ID to promote capA. He not even know/ understand capA need to consolidate CAPI book into capA book if capA keep CAPI as subsidiary company of capA.

OleOleOle New out of PN17 option without selling AA Aviation business to AAX:

Action 1:
Assume excess valuation for each plane of US$3.8mil. Or may be higher! LOL
Total 219 air planes yield excess value gain of RM3,821mil (1US$ to RM4.5915)

Action 2:
Don't give free CAPI shares to CapA investors, but instead use it to double the goodwill from US listing.
Goodwill RM2.36 bil to RM4.72 bil.

Action 3:
Make agressive profit target for 2024: RM2 bil net profit after tax. LOL

Action 4:
Stop buying new planes for one year. LOL


To get out of PN17:
Total Equity Deficit = - 10,469.5 mil (RM)
Valuation gain = 3,821.0 mil (RM)
US Listing Goodwill = 4,720.0 mil (RM) [Note: No free CAPI share to CapA investors.]
2024 Profit target = 2,000.0 mil (RM)
--------------------------------------------------------------
Net Cap-A Equity = 71.5 mil (RM)
== 1.7c NAPS
15/03/2024 1:31 AM


Sslee Almost all AA planes are lease planes from lessors.
The amount owed to lessors had snowball into
Current lease liabiliaties as at:
31/12/2023: 31/12/2022
RM'000: RM'000
5,259,638: 4,440,844

So do you think CapA can make enough cash flow to pay the current lease liabilities of RM 5,259,638,000 in 2024?

By the way if capA do not pay lessors the lease rentals then lessors have the right to take back the lease planes.

Lease liabilities
The lease liabilities amounting to RM18.7 billion includes deferred aircraft leases of approximately RM2.3 billion. The lease liabilities are supported by ROU assets of RM12.1billion.

The Group had completed the restructuring of a total of 161 aircraft leases up to the date of this report including the waiver of lease rentals in arrears, as well as reducing future lease rates with a corresponding longer lease term, where necessary, and return of aircraft.
15/03/2024 8:22 AM

Stock

2024-03-17 10:07 | Report Abuse

Dumbass mike-tikus die die also must promote jaks. He lose naked untill gone mad and now trying to imply jaks is ytlpower.…🤣🤣🤣

Stock

2024-03-17 09:26 | Report Abuse

Looking at the bigger picture of SCIB.
New management and how many schools need to rebuild in Sarawak.
As long as SCIB concentrate on doing contruction project in Sarawak it will do fine.

By the way why I need to promote SCIB when my holding as soooo small or somone will say just for case study?

Then again even case study this dumbass Mike-tikus is promoting Jaks day and night 24/7/365 for many donkey months non stop.

Stock

2024-03-17 08:32 | Report Abuse

Do I need to response to some one no even know what is Omesti-PB?
What is this dumb dumb dumbass talking about Insas No Corporate Structure???

Tell me what is jaks Corporate Structure and this dumbass need to promote jaks day and night 24/7/365 for many donkey months and recent Jaks price:
Date Open Range Close Change Volume
15/03/2024 0.155 0.15 - 0.155 0.155 0.00 (0.00%) 1,375,200
14/03/2024 0.15 0.15 - 0.155 0.155 0.00 (0.00%) 3,335,300
13/03/2024 0.155 0.145 - 0.155 0.155 0.00 (0.00%) 9,802,700
12/03/2024 0.15 0.15 - 0.155 0.155 +0.005 (3.33%) 10,355,600
11/03/2024 0.155 0.145 - 0.155 0.15 -0.005 (3.23%) 13,321,900
08/03/2024 0.155 0.15 - 0.16 0.155 +0.01 (6.90%) 21,262,800
07/03/2024 0.15 0.145 - 0.15 0.145 -0.005 (3.33%)

Market Cap: 367 Million
NOSH: 2,370 Million
Avg Volume (4 weeks): 10,196,605
4 Weeks Range: 0.145 - 0.195
4 Weeks Price Volatility (%): 20.00%
52 Weeks Range: 0.145 - 0.245
52 Weeks Price Volatility (%): 10.00%