Hoho see a story teller…if the Renewables projects are NOT 100 % financing shl tied up investment capital for many many years ( like JAKS LSS4 50 MW in Penang .. but is 100 % financing for 18 years ) … as the ROI is very very slow … unless Yinson is Cash Rich ….Renewables generate Revenue n Profit is still better than bank interest rate !

Yinson renewables

QR October 2024 :

Segment information:

For the Nine months period ended 31 October 2024 :

Gross Revenue : RM 127 million
Elimination. : RM 14 million
Net Revenue. : RM 113 million

Segment Results: RM 19 million

—-

They are guiding towards 1 billion usd cash flow from solar sales, fpso fixed day charter etc. this year should be clear as their payments are fixed and easily verified.

Hoho Kon ss leee Next FY shl follow IFRS le … no more Operating Lease wow but Finance Lease wow …. What Shl be the Cash Flow from Operating activities le … Very Bad ke …😅

WTI CRUDE 58 mins
77.36 -0.67%


WTI CRUDE
76.13 -2.25%


WTI CRUDE
75.89 -2.56%

Nonetheless, the profile of Yinson’s loans is worth highlighting. Of the RM16.3 billion in borrowings, RM9.83 billion have a maturity of between two and five years. Those with over five years’ maturity amount to RM3.84 billion.

On the other hand, the bulk of its finance lease receivables, under total undiscounted lease payments, will only be received after more than five years and amount up to RM17.79 billion


Some observers have pointed out that the mismatch between its borrowings, the bulk of which will mature in between two and five years, and its receivables, which will be later than five years, may represent substantial refinancing risks for the group.

About RM13.7 billion of its term loans are denominated in US dollars. Some of these bear interest ranging from 3.89% to 10.17% a year on variable rates and as high as 13.88% for its fixed rate loans. The rest are denominated in ringgit and Indian rupees.
Notably, 80% of the total borrowings are variable rate borrowings while 20% are fixed rate borrowings.

While Yinson has a proven track record of being able to manage its debt levels, critics believe there could be significant risk ahead in light of the global environment should interest rates begin to rise.

Hoho sounds like in Jtiasa also le … double top 1.53 le …..😅


Posted by Sslee > 5 minutes ago | Report Abuse

So today will q buy 2.30 all the way down to 2.27. Wish me luck

Hoho just like u blowing Xingquin even in Account Fraud ke that is Delisted on September 2019 .. 😱😅


—-

Posted by Sslee > 3 minutes ago | Report Abuse

No worries I will hold the BOD accountable, responsible and answerable for what is minuted in 2024 AGM:

Hoho who is this story teller le .. KonLee :

Recently I bought a lot of serba dinamik bonds and stocks.

As to why? Everyone has all the relevant information, everyone has all the reports and PDFs. Importantly, serba has kept their KPMG auditors, and added EY as external reviewers for the issues brought up by KPMG, and 3 more independent directors to monitor all information on serba dinamik.



Why would frauds and liars do something like that? All I can do is present to you a story from a very good story teller.

下跌股:云升控股 RM2.27支撑
2025年01月22日

云升控股（YINSON，7293，主板能源股）日闭市时报收2.39令吉，按日下跌4.0仙或1.65%。
它的股价这跌穿了之前的支撑位置后，继续出现卖压，仍然处于下跌的趋势。它的日线相对强度指数(RSI)的指标处27.67的水平。

它的支撑位置处于2.27-2.30令吉的水平间，而阻力水平处于2.44-2.48令吉的水平间。

21/01/25行情
闭市：2.39令吉

Hoho soon To be hit 10 % SBB :

Minimum price paid for each share purchased 2.350
Maximum price paid for each share purchased 2.460
Total consideration paid 7,784,111.17
Number of shares purchased retained in treasury (units) 3,254,600
Number of shares purchased which are proposed to be cancelled (units) 0
Cumulative net outstanding treasury shares as at to-date (units) 297,859,700
Adjusted issued capital after cancellation
(no. of shares) (units) 3,207,543,731
Total number of shares purchased and/or held as treasury shares against total number of issued shares of the 👉listed issuer (%) 9.28622

Hoho see is a story teller… lo …

WTI CRUDE
76.13 -2.25%

Stock: [YINSON]: YINSON HOLDINGS BHD
7 hours ago | Report Abuse
WTI CRUDE 58 mins
77.36 -0.67%

JAKS :

> Referred to Annual Report FYE2023 :

1.) Evolve Mall :
Occupancy Rate increased to 75 % from 59 % FY2022 .

Evolve Mall : loan balance RM 206.4 million… net book value as at December 2023 is RM 280 million.


2.) Pacific Towers Business Hub : Occupancy Rate increased to 54 % from 35% FY2022 .


Pacific Towers : loan balance RM 70.6 million… net book value for Business Hub Tower only as at December 2023 is RM 232 million.

Hoho seems shl not be Lower than FY24 Average interest rate % …

Hoho many uncertainties variables:

1.) IPO is expected within 3 to 5 years ..

2.) Warrants qty n ex price n maturity date ?

3.) FPSO Agogo is scheduled First Oil end 2025 / Early 2026 .

4.) FPSO Agogo debt financing is USD 1.3 billion… the Highest among Anna Nery n Maria but Charter Rate comparatively is Lower ..

—-

Posted by Philip ( buy what you understand) > 53 minutes ago | Report Abuse

So in essence they are getting a loan of 1.5 billion with warrants at valuation of 15 billion conversion and 7.25% coupon. Flexibility indeed.

Hoho JAKS started to raise Funds for coming projects contracts and future Growth:

Jaks sold Penang 13 plots Free Hold Lands on 9/9/2024 , monetise the Lands for RM 77.74 million ( a net pro forma gain of RM50.38 million ) .


Current tender book exceeds RM4.0
billion, covering water and sewerage systems, flood mitigation projects in multiple states….
👉 as well as EPC roles for our renewable energy projects.

awarded CGPP 30MW Solar RE project on August 2023 ( Consortium: Jaks 51 % , Ann Joo Green Energy Sdn. Bhd. and Fabulous Sunview Sdn. Bhd. ) …COD is expected by end 2025 .

Hoho as on CGPP 30 MW Capex funding n time line :


JAKS Solar Power also participated in
the Corporate Green Power
Programme (CGPP) with multiple
partners and was successfully
selected as a solar power producer
with a capacity of 29.99MW on 7
August 2023, together with two other
consortium partners. JAKS Group has
a 51% stake in the Consortium. At
present, the Consortium is
undergoing the approval process to
participate in Single Buyer’s New
Enhanced Dispatch Arrangement
(“NEDA”) programme.

The construction works for this project is
expected to commence by end 2024
and scheduled for commercial
operation by end 2025. (Page 15 of
AR2023)

A) What is the expected development
cost to be contributed by JAKS for
the new project under CGPP?
B) Considering JAKS's current
negative net cash position, how
does the Group plan to finance the
funds required for this project?

A) The total development cost for the project is being
worked out currently and estimated at approximately
RM130.0 million, funded by a combination of debt and
equity, of which JAKS’ portion is estimated to be
between RM15.0 – RM20.0 million.

B) The funding plan includes internally generated funds
such as dividend received from our oversea
operations, JAKS Hai Duong Power Limited Co

Hoho JAKS ‘ MTN is not only for Evolve Concept Mall , also for Pacific Towers :

The proceeds from the issuance of the MTNs under the MTN Programme shall be utilised for the following purposes:

a. to refinance the Issuer’s existing financings/borrowings, including to redeem/pay any outstanding MTNs issued under the MTN Programme (in whole or in part) and any part of interest/ coupon of the borrowings/ MTNs;

👉b. to fund capital expenditure of the Issuer and/or the relevant obligor of the MTN Programme in relation to the management of Evolve Concept Mall, Pacific 63 commercial lots and such other properties to be identified and agreed between MNH Global, the Lead Arranger/Lead Manager and the identified subscriber of the MTN;

c. to fund the working capital requirements of the Issuer;

d. to repay intercompany loans/ shareholders or directors’ advances for the purpose of principal and coupon/interest payments of the outstanding MTNs and the Existing Financing, if any; and

e. such other purpose to be determined by the Issuer and agreed upon by the Lead Arranger/Lead Manager and the identified subscriber of the MTNs.

Public Investment Bank Berhad is the Principal Adviser, Lead Arranger and Lead Manager in respect of the MTN Programme.

This announcement is dated 6 December 2024.

>> Vietnam JV Power Plant is a Capital Intensive Project with Value USD 1.87 Billion ( RM 8.7 Billion) .. 
Construction is started on 2016 , 2 unit Power Plant final COD on January 2021 :


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


> FYE2015 : 0.80 X



1.) FYE2019 : 0.43 X 





2.) FYE2020 : 0.34 X 





3.) Referred to FY23 , 1 QR ended March 2023 : 0.38 X 





4.) Referred to FY23 , 2QR ended June 2023 : 0.36 X 



5.) Referred to FY23 , 3QR ended September 2023 : 0.35 X


6.) Referred to FY23 , 4QR ended December 2023 : 0.35 X


7.) 1QR ended March 2024 :

Gearing Ratio = 0.29 X 


8.) 2QR ended June 2024 :

Gearing Ratio = 0.30 X


9.) 3QR ended September 2024 :

Gearing Ratio = 0.30 X

Hoho as posted earlier on Jaks cash n cash equivalents, that the Other Operating, Administrative expenses is greatly reduced.

👉Good for Jaks to reduced the years loss making business… esp on local Construction contracts on investment properties , eg : RM 1.1 billion Pacific Star Towers and Highway… eg : RM 509 million SUKE


Hoho no worries… FY2024 oredi 3 Quarterly Reports with total Net Profit RM 43.4 million .

If can sustain as FY2021 n FY2022 Net Profit over RM 51 million..( Note : Vietnam JV Power Plant is fully COD on January 2021 ) .

👉>>> FY2024 EPS shl be 1.96 sen with PE Sector Median 21.5 … Forward Price shl be RM 0.42 ( current NTA RM 0.60 )


👉 Question : Jaks FY2023 Net Profit is RM 15.5 million… FY2024 Net Profit can be RM 51 million ( Total 3 QR = RM 43.4 million) ??? >

Position sign observations:

1.) 6 years Legal Battle against Star on RM 1.1 billion Pacific Star Towers project is settled out of court on November 2024 .

FY2023 Annual Report:

> Trade Receivables

Third Parties RM 147.6 million

Retention Sum RM 134.4 million

>> the Retention Sum is for the RM 1.1 billion Pacific Star Towers Project .


2.) As of 31 May 2024, the outstanding order book amounts to RM68.8 million, last until end 2024 , encompassing six projects located in the Klang Valley, Sarawak, and Penang.

These projects primarily consist of water / sewerage infrastructure and road/building infrastructure, with the majority being public sector initiatives.



3.) the occupancy rate at Pacific Towers
Business Hub improved from 35% in FY2022 to 54% in FY2023, while Evolve Concept Mall saw an increase from 59% in FY2022 to 75% in FY2023.


4.) Current tender book exceeds RM4.0
billion, covering water and sewerage systems, flood mitigation projects in multiple states….
👉 as well as EPC roles for our renewable energy projects.

( Note : if LSS5 2000 MW EPCC tender bid is with Low / Single Digit IRR … better do EPC on construction of the Solar Plant/ Farm like Solarvest in LSS4 , EPCC and EPC from those Winners not in the Renewable Energy industry.


👉👉 Hoho no wander Jaks , Solarvest , Sunview and Gading Kencana not in the LSS5 2000 MW Shortlisted list also . ( LSS4 823 MW ) . These 4 companies are LSS4 n CGPP Winners.

Hoho so fast le .. SBB hit 9.185 % as at 20/1/2025 .. if hit 10 % .. what Shl be happening.. another hidden risks …

Hoho recalled someone posted Yinson Major is also ard 20 % …

Is all in Pledge Accounts le … if No SBB soon .. will kena Margin Call ????

Hoho copied from Yinson:

Hoho interesting…kon Ss leee had u check my queue buy JAKS price during u said queue buy INSAS WC at RM 0.225 , today price RM 0.14 …

Hoho need to repost again as earlier had replied to KonLee as most active Negative commentator in Jaks :

Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( 👉 after Sslleee posted sold Jaks on April 2023 since 2021 ) ... Up to RM 0.225 in 2 months .. then invested at RM 0.19 on July 2023 .. Gap Up on 1/9/2023 to RM 0.245 …

👉Then Price is downtrend to the Lowest RM 0.12 ( Current Price RM 0.135 with NTA 0.60 )….

Ssleee asked me did I average down Jaks :

My reply :

1.) No .. but bought Privasia with cost below RM 0.10 .. n tried my learned TA on Cup n Handle affirmed with Information of a Gov Project , also Privasia rushing to List the 3 tranche PP … it did broke up to RM 0.14 …ssleee is active in Privasia forum also .

2.) posted earlier that wait for Jaks QR ended March 2024 to be released, as Vietnam has taken actions on 2 well known Businessmen ( One man n One Lady ) on Corruption… not from Power industry!

Just coincidentally :
Toyo Ventures Vietnam power project terminated >>> is due to Financing issue ( 2 x 1,060 MW) .
Friday, 05 Jul 2024

Hoho btw CGPP Solar RE winners with Better IRR as they can choose their Offtaker/ customer.. not only TNB .. or cross border but use TNB Power Grid as TPA …

TNB has firm budget of RM 90 billion over 6 years until 2030 to upgrade power grid system n structure..

Hoho JAKS is diversified into Power Generator industry ( COD on January 2021 ) … n Renewable Solar electricity ( LSS4 50 MW in Penang is COD on August 2023 and is 100 % financing, CGPP 30 MW is scheduled COD by end 2025 … )

Like LSS5 2000 MW EPCC RM 7.2 billion the return of investment is Slow with Single low digit IRR …JAKS opt for EPC construction contracts from the Winners…

Hoho the FSO is :

Yinson JV to build new FSO vessel for charter by Murphy Oil unit in Vietnam
By Adam Aziz / theedgemalaysia.com
02 Dec 2024, 01:40 pm

Yinson Holdings Bhd’49%-owned joint venture with PetroVietnam Technical Service Corp (PTSC) has executed a provision, charter, operation and maintenance contract with a unit of Murphy Oil Corp, for a floating, storage and offloading (FSO) vessel in Vietnam.

The 500,000 barrels of oil equivalent capacity FSO, to be built for operations from 4Q2026, will be chartered for a firm period of 10 years, Yinson said. 

The contract comes with options to extend for up to five years, it said. In total, the contract has a value of up to US$416 million, it added. 

FSO PTSC Bien2 Sov Vietnam 0.1
( First Oil 2013 )


—-

Yinson Production has a fleet of 10 vessels, eight of which are operating. One FPSO — floating production, storage and offloading — will come on stream later this year, while an FSO — floating, storage and offloading — will join towards the end of 2026, Wenker said. The fleet could grow to 13 vessels in the next three years, he said.

Hoho as said after deducted Total Loans n borrowings from the latest 4 FPSO Loans .. Anna Nery , Maria , Atlanta, Agogo .. there is Balance Loans b/f RM 3.75 billion… minus India Renewables Loans RM 1.0 billion… balance Loans b/f RM 2.75 billion is for What / segment ??? Seems not profitable le ???

Hoho JediMasker new id from Yinson ke …why Lambo is Delisted on October 2024 ….

—

Posted by Investor686868 > 1 hour ago | Report Abuse

Telalu ramai orang kena tipuh saham ni.

Hoho recalled u said advise Phillippe not to buy HARTA during price is Higher than RM 5.80 ..

—

Posted by CharlesT > 4 minutes ago | Report Abuse

My "trolling" is very expensive....lol

Yinson : Short

Hoho oh as at 20/1/2025 :

IDSS : 10,000
RSS : 22,000


Net Short position as at 17/1/2025 :

15,504,524

Hoho why RSS and PDT/ PSS don’t dare to Short … occasionally is IDSS only .

The 2 substantial shareholders are so powerful with their Fund Managers, rotating yummy yummy either price Up or Down… both scenarios are yummy yummy…😅🤫

Hoho Repost :

Hoho including projected Revenue from FPSO Agogo , Atlanta , Maria and Anna Nery as posted earlier :

Hoho just to simplify the illustration:

👉 Yearly Revenue USD 883.56 million x 4.5 = RM 3976 million / year .


QR October 2024 : Revenue RM 1900 million, ie 50 % contribution from FPSO Anna Nery … >>> 1900/2 x 4 = RM 3800 million/ year .

Total Revenue/ year = RM 7776 million

👉 Gross Profit 40 % =. RM 3110.4 million


Administrative Expenses RM 185 m x 4 = RM 740 m / year …


QR October 2024 Total Loans n Borrowings RM 19.37 billion >> interest expenses x 0.09 = RM 1743.3 million/ year .


👉 Total Loans to be paid in 25 years = RM 774.8 million/ year


👉Total expenses ( excluded Hedge , SBB ) / year = RM 3258.1 million


👉👉Total Expenses / year - Total Gross Profit / year = RM 147.7 million , ie : SHORT of Expenses Fund RM 147.7 million.



>>> : As 60 % of Term Loans per QR January 2024 is maturity between 2 to 5 years..

👉Total Loans to be paid in 10 years = RM 1937 million/ year


Total expenses ( excluded Hedge , SBB ) / year = RM 4,420.3 million


👉👉 Total Expenses / year - Total Gross Profit / year = RM 1310 million , ie : SHORT of Expenses Fund RM 1310 million.

Hoho u r referring u ke as promoted Serba as a Story Teller without facts n figures even knew in Account Fraud until is Delisted !!! Per my post in Yinson .

—-
Posted by Philip ( buy what you understand) > 1 hour ago | Report Abuse

How come jaks is a penny stock while mfcb and yinson with billions? Everyone is blind except for John chew

Hoho Repost from Yinson :

MFCB :

Price : 4.47
NTA : 3.18
P/B : 1.41

EPS 44.47 sen
Trailing PE (Sector Median: 16.3) 10.1
Current Ratio 1.79
Debt-Equity (DE) Ratio 0.45
FCF Yield -0.9 %
Revenue QoQ 12.07 %
Revenue YoY 16.11%
Profit QoQ 10.72 %
Profit YoY 13.76 %
Profit Margin (Sector Median: 10.9) 32.76 %
ROE (ROIC: 11.13) 12.92 %
Dividend Per Share (DPS) 8.75 sen
Dividend Yield (DY) 1.96 %


YINSON :

Price : 2.53
NTA : 1.77
P/B : 1.43

EPS 27.58 sen
Trailing PE (Sector Median: 10.2) 9.2
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.92 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %
Profit Margin (Sector Median: 5.9) 9.92 %
ROE (ROIC: 4.16) 10.24 %
Dividend Per Share (DPS) 4.0 sen
Dividend Yield (DY) 1.58 %


JAKS :

Price : 0.13
NTA : 0.60
P/B : 0.22

EPS 0.71 sen
Trailing PE (Sector Median: 20.3) 18.2
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 3.8) 35.93 %
ROE (ROIC: 0.73) 0.93 %
Dividend Per Share (DPS) 0.0 sen

Dividend Yield (DY) 0.0 %

JAKS announced on 30/12/2024 given out Dividend after 10 years is No Dividend .. DY 3.7 %

Hoho Repost from Yinson :

MFCB :

Price : 4.47
NTA : 3.18
P/B : 1.41

EPS 44.47 sen
Trailing PE (Sector Median: 16.3) 10.1
Current Ratio 1.79
Debt-Equity (DE) Ratio 0.45
FCF Yield -0.9 %
Revenue QoQ 12.07 %
Revenue YoY 16.11%
Profit QoQ 10.72 %
Profit YoY 13.76 %
Profit Margin (Sector Median: 10.9) 32.76 %
ROE (ROIC: 11.13) 12.92 %
Dividend Per Share (DPS) 8.75 sen
Dividend Yield (DY) 1.96 %


YINSON :

Price : 2.53
NTA : 1.77
P/B : 1.43

EPS 27.58 sen
Trailing PE (Sector Median: 10.2) 9.2
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.92 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %
Profit Margin (Sector Median: 5.9) 9.92 %
ROE (ROIC: 4.16) 10.24 %
Dividend Per Share (DPS) 4.0 sen
Dividend Yield (DY) 1.58 %


JAKS :

Price : 0.13
NTA : 0.60
P/B : 0.22

EPS 0.71 sen
Trailing PE (Sector Median: 20.3) 18.2
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 3.8) 35.93 %
ROE (ROIC: 0.73) 0.93 %
Dividend Per Share (DPS) 0.0 sen

Dividend Yield (DY) 0.0 %

JAKS announced on 30/12/2024 given out Dividend after 10 years is No Dividend .. DY 3.7 %

Hoho no worries.. JAKS price currently shl be ding dong at the price range , until :

A.)
1.) The above Company's securities will be traded and quoted "Ex - Dividend” as from: 31 Jan 2025
2) The last date of lodgment : 03 Feb 2025
3) Date Payable : 03 Mar 2025


B.) Coming QR ended December 2024 to be released by February 2025 …

Hoho as posted earlier.. more n more Solar RE electricity Projects are coming … due to Demand from Singapore, and Data Center either Clouds n AI ….gameplay is different liaw … opt for EPCC projects with Better IRR or do EPC construction projects .


UEM Lestra投资25亿 昔加末建太阳能发电厂
2025年01月18日

吉隆坡18日讯）UEM集团（UEM Group）旗下绿色能源臂膀UEM Lestra将投资近25亿令吉，在柔佛州昔加末建造一座大型混合太阳能发电厂，预计每年将生产逾1000吉瓦时（GWh）的绿色能源。


UEM Lestra发文告指出，这座混合太阳能发电厂项目，是在国家能源转型路线图（NETR）的企业再生能源供应计划的一部分。

该公司说，首阶段涉及在昔加末688公顷的土地上建设一座混合太阳能发电厂，投资额近25亿令吉。该阶段将提供500兆瓦的连接点，太阳能容量预计达750兆瓦，并由电池储能系统（BESS）提供支持。
2027年投入运作


——-
👉 TNB among LSS5 2000 MW winners, bags 500MW solar farm project in Kedah 
By theedge 
26 Dec 2024, 06:27 pm 


Aside from the highly sought after LSS awards, the government last year also announced efforts to support the development of solar parks in the country under the National Energy Transition Roadmap (NETR). 


This is led by TNB, via five 100MW solar parks in different locations in the country, and another 1GW under Khazanah Nasional Bhd through UEM Group.


👉👉👉 Hoho just TNB n UEM total Solar RE projects is 500 + 5 x 100 + 1000 =2,000 
MW .. equivalent to LSS5 2000 MW , EPCC RM 7.2 billion.. EPC construction is ard RM 5.0 billion ..

该部发文告指出，上述额外配额，将由能源委员会通过征求建议书方式进行，为项目招标。

“获批的太阳能发电厂将于2027年起投运，以应对国家能源转型愿景及绿色电力需求的增长。”

该部提到，此次招标有两个配套，分别是总配额1500兆瓦，开发容量介于30兆瓦至500兆瓦的陆地太阳能发电厂，以及配额500兆瓦，容量10兆瓦至500兆瓦的浮动/水上太阳能发电厂。

JAKS :

Hoho , Good News …now is （LSS@PETRA+） 2000 MW , EPCC RM 8.0 billion Tender is starting from 20/1/2025 :


On LSS5 2000 MW , EPCC RM 7.2 billion Tender … JAKS submitted tender for 200 MW with bid rate RM 800 million ( as reported in a news article).... but is Not selected in Shortlisted list together with Solarvest, Sunview and Gading Kencana… these 4 companies are LSS4 and CGPP Solar RE electricity projects Winners .


太阳能发电项目招标 能源部料吸资80亿
2025年01月19日


布城18日讯）能源及水务转型部于本月20日起，开始额外大型太阳能发电项目（LSS@PETRA+）招标，以供开发总配额达2000兆瓦交流电（MWac）的大型发电厂。

该部预计，批准的额外发电容量，将带来约80亿令吉的投资，为我国再生能源领域提供1万2000个就业机会。

Hoho Why JAKS announced on 30/12/2024 given out Dividend after 10 years is No Dividend!👍🤔


1.) One of Variables in DCF calculation is Growth Rate

👉 Simply is Yinson DCF is getting Bad or Good ???


Yinson CAGR :

3Y 83% TTM 29.9%
5Y 51.9% TTM 33.9%


Jaks CAGR :

3Y 29.9% TTM 41.2%
5Y 0.5% TTM - 25%


2.) JAKS Vietnam JV Power Plant 1200 MW EPCC RM 8.7 billion is started payout Dividend on June 2024 , ie from yearly to half yearly !


3.) 6 years Legal Battle against Star on RM 1.1 billion Pacific Star Towers project is settled out of court on November 2024 .

FY2023 Annual Report:

> Trade Receivables

Third Parties RM 147.6 million

Retention Sum RM 134.4 million

>> the Retention Sum is for the RM 1.1 billion Pacific Star Towers Project .


4.) November 2018 RI is issued in Warrant only , WB at RM 0.25 with EX price RM 0.64 n is changed to RM 0.34 on 2022 … is 👉Maturity on December 2023 , to prevent the Take Over . A very sad battle episode as all parties are in Losses.

Jtiasa

Dividend:

FY11 : 6 sen ( Profit 146.92 million)

FY12 : 5.2 sen ( Profit 97.08 million)

FY13 : 1 sen ( Profit 87.54 million)

FY14 : 1.5 sen
FY15 : 1 sen
FY16 : 1.3 sen
FY17 : 0.5 sen
FY18 : 0.5 sen
FY19 : Nil
FY20 : Nil
FY21 : Nil

FY22 : 2.8 sen ( Profit 135.74 million)

FY23 : 3.2 sen ( Profit 153.64 million)

FY24 : 6 sen ( Profit 140.63 million)

Hoho Serba story teller buy what u Not understand telegram group ke … why nowadays shy to post in public forum ( as he posted in Yinson ) …

—-
Posted by value_invest > 1 minute ago | Report Abuse

Learning in one of the telegram investment group buying and accumulating.
it as safe and conservative investment.

Hoho what Shl Indonesia do with its CPO where as Demand is reducing… Biodiesel…

Hoho but how Indonesia can get Funds to subsidise Biodiesel….

Hoho n those Kon Lee , Serba story teller Buy what u Not understand..😅

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Posted by Sslee > 8 minutes ago | Report Abuse

Many people are attacking KYY per se and jayatiasa caught in the crossfire.

Hoho firstly is not CPO export ban …is UCO ( used cooking oil ) .. the global market Demand is Surge , after China :

中国出口退税新制 可能打击棕油需求
2024年11月19日

吉隆坡19日讯）在中国政府决定取消对废弃食用油（UCO）出口退税优惠后，中国的废弃食用油出口可能会大幅下降，这一举措可能连带导致中国对棕油的需求减少。

中国是目前已知的最大废弃食用油出口国，美国和欧盟是其主要买家之一。


任何对贸易流动的显著干扰，都可能推高生产生物燃料所需原材料的价格。

中信证券在周一的一份报告中表示，随着出口退税的取消，中国废弃食用油出口的价格优势将减弱，预计出口量将从高位回落。


👉Secondly China Demand for CPO shl be Lower ..


Indonesia curbs exports of used cooking oil, palm residue to help domestic users
By Bernadette Christina / Reuters
08 Jan 2025, 04:08 pm

Hoho Recap on why Indonesia is urgent to implement Biodiesel from B35 to B40 to B50 by 2025-2026 :

1.) EUDR :

Postponement of EUDR's entry into application


The Commission is proposing an amendment to the EUDR that would postpone (a) its date of entry into application from 30 December 2024 to 30 December 2025 (and till 30 June 2026 for small and micro-enterprises) and (b) benchmarking deadline to 30 June 2025.


2.) Indonesia is the world's largest exporter of palm oil. In 2023, its total palm oil exports amounted to 27.5 million metric tons, indicating a slight increase from the previous year.

3.) In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022.

> In 2023, Indonesia exported around 4.82 million metric tons of palm oil to China, indicating an increase from the previous year. Indonesia exported a total of approximately 27.5 million metric tons of palm oil in that year.

ie : 17.5 % CPO is exported to China on 2023 .


4.) Indonesia, the world's largest palm oil producer, likely consumed 11.9 million mt, or 26.6% of its total production, of the vegetable oil as a biodiesel feedstock in the marketing year 2022-23 (October-September), according to a US Foreign Agricultural Service report released August 2023.

For MY 2023-24, the agency expects Indonesia's industrial use of its palm oil supply to rise to 12.7 million mt, or 27.6% of its production for the year.

MPOB: DAILY MALAYSIA PRICES OF CRUDE PALM OIL (RM/TONNE)- 2025

2 Jan : 4819
15 Jan : 4632.5
16 Jan : 4619.5
17 Jan : 4568.5



惠誉:明年棕油平均价达3576令吉
2024年12月30日


（吉隆坡30日讯）惠誉评级机构（Fitch）将2025年棕油平均价格预测上修至每吨800美元（约3576令吉），但预计之后价格将滑落至每吨700美元（约3127令吉）。

1.) Replanting cost RM 1.74 billion, short of RM 1.2 billion over next 3 years , ie RM 400 million/ year .

2.) As the FFB Production Output is Reduced n continues Reducing due to some hidden Risks ..

> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )

Hoho recap :

1.) Replanting cost RM 1.74 billion, short of RM 1.2 billion over next 3 years , ie RM 400 million/ year .

2.) As the FFB Production Output is Reduced n continues Reducing due to some hidden Risks ..

> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )


3.) Pulau Bruit is identified suitable for Hybrid Rice cultivation by Sarawak govt on February 2024 .


4.) 10 % to 20 % Mill Utilisation ( 10 % in FY2023 .. expected 20 % on FY24 ) is outsourcing FFB .

Smallholders in Pulau Bruit shl turn Plantations into Sawah Padi as shl be generating Higher Income.

There is Rm 16000 rent/lease land is terminated.. as rental is RM 84 / acre.. illustrated ie 190 acres .

And

Starting 2025 , MPOC shl carry Spot Check on Outsourcing FFB buyers’ weight machine n reports to prevent malpractices as reported by smallholders .