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2020-05-06 19:16 | Report Abuse
D 2 types IPP cost almost sama jer
Klau subcritical n supercritical profit kan substantially difference knp Hai Duong IPP x guna supercritical jer??
icon888 makes more sense
2020-05-06 10:04 | Report Abuse
Sooner or later Andy kan reveals betapa best nya Vietnam Hai Duong IPP
Andy dah planned to cut red ribbon n reveal all
DK66 has jumped queue n stole Andy's thunder
2020-05-06 08:31 | Report Abuse
Jadi wat d customers (in JAKS case EVN) consider upfront bila setting IRR 12%
Upfront do they consider the capital structure? Did EVN bother itself how JAKS was going to finance the IPP?
UPfront do they consider the IPP plant design? Did EVN stipulate what kind of PP JAKS must have?
2020-05-05 12:21 | Report Abuse
Sarifah proudly berjiwa IPP unapologetic angkuh dan liar
2020-05-03 15:20 | Report Abuse
Hai Duong kat face peer pressure to perform
Kan di benchmark against other similar Vietnam IPP
Can tell if it under performed
2020-05-02 09:44 | Report Abuse
Purebull
U dah raise tis point many times despite answers provided
It is time u share wit us in ur mind how cara cara CPECC is going to take JAKS for a ride
2020-05-02 09:39 | Report Abuse
Buy roses for ur wife everyday to ur father in law too
Klau Addy x pandai pandai lagi after IPP we all go AGM every year to betul betul taruk x bagi chance lagi Andy
2020-05-02 09:34 | Report Abuse
Klau mcm ni u r talking abt return jz from capacity payment alone right?
Probability the return will be like what the management said to Public Bank IB of ~120M (profit) for 30% stake then
since the capital and interest payment is secured by EVN, its like a having a Bond level return perhaps...
just speculating
2020-05-01 19:36 | Report Abuse
Yg ni coming from someone yg dulu had 0 integrity (mungkin now jugak) who screwed up big time who had to pretend a disappearance n absorbed to d deep jungle in Sarawak
But nevertheless condemning others for life based on d past
Never giving 2nd chance
Klau bini n mertua u hv d same thinking mcm u u r gone case long ago
Gajah di hadapan mata x nampak nyamuk di seberang nampak
Btw Andy x seteruk mcn u mcm wat u hv said
Philip ( buy what you understand)
Their history already shows execution risk.
... JAKS gets the earnings, how sure are you they will be able to either pay a consistent dividend, buyback shares, use the earnings to take on bigger profitable jobs instead of going further into debt?
Their history already shows execution risk.
01/05/2020 7:56 AM
2020-04-30 11:11 | Report Abuse
Solan nya
Dah ka OTB sendiri dah jual d?
2020-04-30 11:10 | Report Abuse
Ya EPS is after tolak loss attributeabke to minority interest
2020-04-30 08:15 | Report Abuse
Sarifah expect a reduction in margin of safety a reduction in risk discount in line wit d progress in Veitnam Hai Duong IPP
2020-04-25 08:57 | Report Abuse
MISC faces risk of more than RM2 bil impairment
By Adam Aziz
2020-04-25 08:54 | Report Abuse
Ramai say JAKS property is a drag on IPP
Even if a co is in satu jer pure biz jer pun ada problem
FPSO 1 2 3 4 5
Even if 1 2 4 5 r ok
If FPSO 3 kena kaw kaw sbb oil major bankrupt sbb very low oil price
Hangus jua whole co
FPSO klau kena kaw kaw it is almost 100% impairment ke scrap value
Sampai billion loss
Manakala Evolve Mall x kan di impair sampai 0 value nya
2020-04-25 08:49 | Report Abuse
Sarifah tetap berjiwa IPP unapologetic angkuh dan liar
2020-04-23 18:35 | Report Abuse
Mong Duong 2
51% AES US
30% Posco South Korea
19% China Investment Corp
So 30% Posco dan 19% China Investment Corp going to b cheated by AES?
2020-04-23 16:21 | Report Abuse
Klau betul betul brilliance patut dah jual kat the peak prices x tunngu smapai kena forced selling
Wit his big fund Koon patut mingle wit big fund managers tapi Koon suka jer mingle wit small flies mcm u n use small flies tactics
Posted by qqq33333333 > Apr 23, 2020 3:09 PM| Report Abuse
Posted by enning22 > Apr 23, 2020 3:00 PM | Report Abuse
lost 90% of investment fund
==========
he didn't say he lost 90% of his capital.......he say he lost 90% of his peak fund...................different thing.
2020-04-23 12:44 | Report Abuse
Kena SMF forced selling kat JAKS dan Dayang lagi still brilliance??
More like backside itchy
Patut jz stick wit JAKS kat JAKS Koon all self inflicted
2020-04-23 12:30 | Report Abuse
Risk factor?
Of course u r going to say is Andy Ang
Get the IPP Andy Ang
Risk factor pun Andy Ang
2020-04-23 12:01 | Report Abuse
DK66
OK tapi u patut comment too which risk is still outstanding n if d risk discount is justified
2020-04-23 11:45 | Report Abuse
Also comment if the at least 100% risk discount on JAKS syer price at the moment is justified?
2020-04-23 11:42 | Report Abuse
Jz put the summary of risks is adequate u patut comment on the risks hv bin addressed so far
2020-04-23 11:40 | Report Abuse
DK66 u suddenly put tis up ppl may think u dah jual ur JAKS
2020-04-23 08:44 | Report Abuse
mf
R u making a buy call?
U hv bin totally 100% useless in trying to make d price come down hope u r better in making d price go up
2020-04-23 08:30 | Report Abuse
Utk projek sebesar Hai Duong IPP naturally all d risks hv been addressed by professionals in their respective fields
2020-04-20 17:52 | Report Abuse
x lama lagi.... saat saat yg di tunggu tunggu... x lama lagi
2020-04-20 17:50 | Report Abuse
Sekali announced unit 1 successfully commissioned only path is up
2020-04-20 14:32 | Report Abuse
Dgn risks assessment by CPECC ni almost everything abt Hai Duong IPP is now known
Sarifah is even more comfortable
Wat is left cuma execution risk
Execution risk
Sekelian can see wit ur own eyes how the construction of Hai Duong IPP dah progress so remarkable well
Jz so remarkable execution!!!
2020-04-20 14:31 | Report Abuse
Dgn risks assessment by CPECC ni almost everything abt Hai Duong IPP is now known
Sarifah is even more comfortable
Wat is left cuma execution risk
Execution risk
Sekelian can see wit ur own eyes how the construction of Hai Duong IPP dah progress so remarkable well
Jz so remarkable execution!!!
2020-04-20 08:56 | Report Abuse
It is always reassuring to see details from insider
2020-04-20 08:53 | Report Abuse
Nampak all necessaries done by professionals
2020-04-19 18:11 | Report Abuse
Sarifah tetap berjiwa IPP unapologetic angkuh dan liar
2020-04-17 12:23 | Report Abuse
SMA200
Kelihatan selling at resistance dan jadi buying at support...
2020-04-17 12:20 | Report Abuse
Sarifah proudly berjiwa IPP unapologetic angkuh dan liar
2020-04-17 09:25 | Report Abuse
Sell apabila JAKS Hai Duong IPP so close to COD ?
2020-04-17 08:31 | Report Abuse
The reason for Dow futures rally is more important dan encouraging
2020-04-16 18:49 | Report Abuse
Again
Mong Duong 2
51% AES US giant co
30% Posco South Korea giant co
19% China Investment Corp
China Investment Corp 19% pun nak?
The project’s strong sponsor base undoubtedly helped win over investors. US power company AES ultimately owns 51% of MDP, South Korea’s Posco Energy 30% and sovereign wealth fund China Investment Corp 19%.
Hai Duong IPP
70% CPECC China giant co
30% JAKS Malaysia very small co
JAKS Malaysia very small co wil hv 40% eventually more than South Korea Posco and China Investment Corp in a almost similar Vietnam IPP
Champion JAKS!!!!!!
2020-04-16 14:46 | Report Abuse
Bukan lower interest cost jer it is oso a vote of confidence on Vietnam IPP on BOT
2020-04-16 12:27 | Report Abuse
Kat AGM Andy ada bilang Hai Duong IPP kan go for refinancing of its borrowings too
2020-04-16 10:10 | Report Abuse
Satu lagi engineer taken a look
Engineer apa? Civil Chemical or Electrical?
Selain straight line method mcm mana sum of digits method?
johnswj90 DK66, thank you for your clarification which has cleared my queries and doubts. Really appreciate it.
-------------------
johnswj90, yes, the excess over the loan receivables repayment is taken up in the P/L as interest income.
As payments are collected from the customer over the term of the contract, consideration related to the construction performance obligation is split between the repayment of loan receivables and interest income. You are right to determine the annual loan receivables repayment amount as simply the equal portion of the loan receivables over the concession period, i e straight line.
2020-04-15 08:43 | Report Abuse
i3lurker
U required high standard
Nothing less thn fact n figures
Tapi u always comment general je
Give details
2020-04-15 08:31 | Report Abuse
Come tell us how all ths clauses r worded cos ur punya English is not very good maybe u interpret salah ke apa
2020-04-15 08:29 | Report Abuse
How frequent is the capacity availability tested in a year?
2020-04-15 08:27 | Report Abuse
Can tell how is the capacity payment clause normally worded in a PPA?
3lurker The Capacity payment will only be paid on "Power on ready status"
that means if Utility gives order to power on, IPP has X hours to provide stable power.
Unable to power on means Capacity payment will NOT be paid.
You did not provide Capacity, so no payment at all.
if your plant does not have coal, unable to import coal from air courier 747 planes even. (covid-19)
or cracked a bearing
or boiler cracked
or turbine cracked/imbalance
then so sorry for your Capacity payment.
Sayonara.
Say Goodbye to your investment.
IPP is a very risky business.
15/04/2020 7:34 AM
Stock: [JAKS]: JAKS RESOURCES BERHAD
2020-05-06 19:23 | Report Abuse
Klau take in all ur comments PBB profit figure shd b jz capacity payment jer