Very attractive price now

I buy crude oil if it drop below 20 I can get rich

Once power station running the income will be stable, even with the economic crisis, jaks will sail through and will be stronger.

JAKS is lucky because the power station now already 95% completed. If JAKS continue with the property and construction business, JAKS will be in trouble now.

Panic selling

My evaluation very simple, current phenomena like politic, covid-19 have small impact on JAKS as far as business operation is concern. so this is a good opportunity to add more

buy small lot

New coronavirus infections may drop to zero by end-March in Wuhan: Chinese government expert
https://www.reuters.com/article/us-healthcare-coronavirus-china/china-coronavirus-infections-spike-in-central-city-of-wuhan-idUSKBN20S02J

By may2020 covid-19 will disappear.

Price will go sideway for a while until new development from the hai doung power station progress

jaks need to announce the progress of hai doung power plant progress so that price get a boost

price go side way

Bank like to see stable income

Mr. Market still rate YTL and Malakoff with PE14. JAKS at 7. Once Jaks re-categorise into utilities JAKS at PE14 will have the price of 2.5

Veitnam government recently issue another BOT contract at the souther part of Veitnam 1320 MW to Taiwanese, japanese consortium. You can see how lucrative of this BOT contract.
https://www.powermag.com/press-releases/ctci-succeeds-in-acquiring-mega-power-plant-epcc-contract-in-vietnam/

In my humble opinion, the appropriate timing to go in is after second unit of turbine start operating where we already sure the workingability of the turbine from unit one and if there are any problem will be rectified during this period.
In after share price of RM2 is not bad at all with no risk exposure and better margine in a shorter time.

I don't think veitnam government will give a 30% margin for Jaks. Most PPA will be around 20% and jaks profit will be at 165 millions with EPS at 25.4. Once JAKS income is stable i believe IBs will rate JAKS at a higher PE of uo to 14 and this will translate into share price of 3.55. This will only happen in 2021. Once one unit start operating, JAKS price will be at 1.77 in two months time and by the end of the year Jaks price will be at 2.5.

IBs have not come in because Hai doung has not generating any power yet. IBs very careful and cautious in very of their investment in order to avoid any mistake.
IBs will only coming into JAKS once Hai doung starts operate and sell electricity. That will happen in two months time. May2020

Veitnam government need power and they will make sure Hai doung BOT power plant run as schedule and no delay.

Veitnam in severe power shortage.
The South-East Asian nation faces severe power shortages from 2021, as demand outpaces construction of new plants, with demand expected to exceed supply by 6.6 billion kilowatt hours (kWh) in 2021, and 15 billion kWh in 2023.

https://www.thestar.com.my/news/regional/2020/01/07/vietnam-in-deals-to-buy-laos-electricity-from-2021

Already breakdown, don't run back side going to break

Margin call is not so bad, better run

Currently our factory in Veitnam using high calorific value coal at the price of USD0.0556/kg. Each kg of coal can generate 2.460 kwh of electricity. This translate into USD0.0226/kwh of direct material cost.
At the moment our factory in veitnam pay electricity cost at USD0.0621/kwh.

I'm not sure about the detail of manpower cost and other financial cost involve in the power station but judging from the direct cost of 36.2% direct material cost of current electricity price in Veitnam. JAKS must be having a very very good profit margin due to the low price of coal at the moment.
this is my opinion for sharing

At the current EPS of 18.4 cents jaks PE only at 6.8. Once the power station in operation JAKS PE will be at 14 equal to market price of RM2.57 because power station income will be very stable and consistence through out 25 years. Once the unit 2 in operation, jaks price will be at RM5.32

Malaysia airline, airasia, star cruise, malindo air, cathey pacific will all go burst. JAKS is the best and standing tall.

Coming march and april when covid-19 slow down DJ will tumble, JAKS will fly...

Dayang already hopeless better buy JAKS. Look at technical chart then you know. IBs are separating from Dayang, the same old story repeat and repeat again. Jaks is on the up trend buy buy buy

@KLSTH1234 , As far as i know, the contract of BOT is JAKS and Veitnamese Power authority not CCEPC. CCEPC act as an equipment supplier and turn key contractor.

BUY JAKS with hope of going to 5 not hopeless DAYANG, those still in Dayang better run to JAKS

Many still fail to understand the logic of PE. Today JAKS PE at 6.8 is way too low as market still not recognised JAKS value as JAKS still in construction and property category.
Once JAKS re-categorised into utilities index, IB will value JAKS PE at 14 and the price will sky rocket to 5+

Compare current jaks with YTL and malakof at same level of PE14 and 12, JAKS price should be at 3.6 or 2.2. If taking JAKS forward EPS after re-categorised JAKS to power station, JAKS price should be at RM 5.32. Do your evaluation.

@probability This guy like to compare apple with orange, musangking and thai durian. so busyweekly8888 compare indian and veitnamese amoi to him is the same. ha ha ha may be he like indian curry stronger taste.

@polycarb if you compare to YTL at 0.685 PE14 DY6.86 and JAKS EPS 18.4 should have a share price of 2.57

Power station is 25 years business, delay of 2-3 months due to covid-19 is not that a concern. Only those very very short term investors are worried.

Why_no_dividend @ why don't you show proof that you are selling ? then I believe you and tumb up to you !!!

Don't waste time on all this fake sifu

"He do not know the estimated earning but expected it to be good"
and yet he can estimate the share price of 1.7 in two years, I would say he is gastimate not estimate. No scientific approach only talk but make no sense.

Don't know what this IB talking about.

"Maintain Neutral, with TP increased to RM1.13, from RM1.00 previously"

buy addtional lots 1.29

gap up today

he hold 300 millions, how to run ? may be 2 months to finish so he will come blog to strongly support Dayang price with fantastic reasoning while he unloading good good good go catch falling knife.

cut loss no hope anymore, is a falling stone.

Crude oil will drop below 40, the end of Dayang. Taken jaks lesson, fell from 1.8 to 0.40. Dayang will fall from 3 to 0.8

Dayang sure margin call, so those still hold Dayang good luck, Luckily KYY is not in Jaks otherwise margin call will ruin the price again.

margin call run run

now you can see KYY's Dayang is hopeless or Jaks is hopeless. Dayang now is gone case, those hold dayang better run and join Jaks now.

My figure 156 miliions net profit against OTB figure of 170 millions only 9% difference.

Howvever the crude oil price now at USD46 per barrel of energy cost will bring down coal price cost further which is the main cost contributor to this power plant. Coal price today at rock bottom if you go and google the price chart.

Jkas stand to benefit further with the weakening of ringgit due to this turmoil at 4.2+ but instead people are rushing to sell jaks?

Since the long time ago till today, we call AGONG=AGONG but today Agong is so careful in every of his steps taken to resolve this national crisis created by the most selfish, most slipery and most dangerous man in Malaysia.

For a 94 years old, he can put up all his might against 222 human beings but he cannot go against god will.

@OTB, qqq3333 is not worth 1 millions laaaa may be 3K for lawyer fee