Sopan sikit 

Biasa nya yg dah lama mati pucuk yg byk mulut 

Guna cakap je 

Hai perangai kaki gulungan non performing

Dear Sslee 

Sarifah appreciate u write to kenanga for Sarifah 

So come let cuba try to tackle u punya concerns one by one 

Firstly problem u is u put all ur questions in negative light 

Secondly u spent long on these u must hv u punya own thinking u mesti say them out 

Anyway let's cuba try... 


Sslee Dear DK66,  
Refer AES Balance Sheet: 2018  
Service concession assets, net of accumulated amortization of $0 and $206, respectively $0 (2018) $1,360 (2017)  
This was transfer as Loan receivable in 2018  
Loan receivable $ 1,423 (2018) $0 (2017)  

So what different between service concession assets” (2017), classified as “Loan receivable” (2018)?  


SO WHAT DO THINK? 

WHY DO U THINK YG NI IS A NEGATIVE ?



What different between capacity payment and interest income?  
In AES case what is AES Muong Duong revenue and Interest income refer to?  
Are you saying AES Muong Duong should receive revenue + interest income + capacity payment?  


TELL WHY IS THISBA NEGATIVE? 

WHAT MAKE U THINK ALL IPP IS STRUCTURED THE SAME? 


The other question also ada answers 

U reply the above first

Sopan sikit

Biasa nya yg dah lama mati pucuk yg byk mulut

Guna cakap je

Hai perangai kaki gulungan non performing

PP yg dipainted black tu mesti byk laku

Funds yg nak sgt tapi x dpt PP skrg ni beli kat open market

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

Power generation is a big big players game

Small little Jaks bertuah dpt to take a ride on the shoulder of a giant

Actually CPEEC pun x kurang hebat nya

CPEEC ada thermal hydro even nuclear power plants in all of Asia

Klau x percaya taksiran CPEEC percaya la taksiran AES

The AES Corporation (NYSE: AES) is a Fortune 500 global power company. We provide affordable, sustainable energy to 15 countries through our diverse portfolio of distribution businesses as well as thermal and renewable generation facilities. Our workforce is committed to operational excellence and meeting the world’s changing power needs. Our 2017 revenues were $11 billion and we own and manage $33 billion in total assets.

We are dedicated to improving the lives of our customers by leveraging our energy solutions that encompass a broad range of technologies and fuel types, including coal, diesel, gas, oil, pet coke and renewables. Our people share a passion to help meet the world’s current and increasing energy needs, while providing communities and countries the opportunity for economic growth due to the availability of reliable, affordable electric power.

Betul 2015 2016 not even ready

Think AES Corporation is even providing financing for MD2

x guna bank or financing through AES than baru AES to MD2

Dear sslee

Tq for writing to kenanga


Using u punya favourite Mong Duong 2


Reason yg satu ni je dah cukup to buy Jaks


HFO is 4x more expensive than coal yet it was a go for AES Corporation which owns 51% of AES-VCM Mong Duong power plant (Mong Duong 2)



DK66 Just to clear doubts, HFO is about 4 times more expensive than Coal in term of heating value.

21/04/2019 5:34 PM


Yg senang jgn dirumitkan

Jgn la only see the dark...

Dear sslee

U r nombor 2409th frustrated shareholder of Insas

Insas' Thong is precisely mcm ni

Sslee pressure baru paid a bit jelas no intention to pay at all


How many companies have provided decent dividends, if at all declared any dividend, to shareholders? 



Sslee Dear all, 
Opinion from a well know political writer Mr. TKChua. Well said. 
https://klse.i3investor.com/blogs/kianweiaritcles/203333.jsp 
“To me, it is not surprising that the Malaysian stock market has lost its lustre. The market is no longer a venue for investment, but rather more for speculative play and gambling. 
Let’s be realistic, I think for speculative play and gambling, ordinary investors stand no chance against corporate bigwigs and insiders. 
May I ask how many percent of the listed companies in Bursa Malaysia today are of investment grade? My estimate is not even exceeding 20 percent. 
These companies raised money from the market, but do they really care for returns to shareholders? How many companies have provided decent dividends, if at all declared any dividend, to shareholders? 
To me, many of these companies with listed status are nothing more than “conduit” for them to print money. They exist mainly for the sole benefits of those who are in control of the companies. 

Instead of encouraging more people to invest in the stock market blindly, the focus should be on making the market more efficient and transparent. The authorities must monitor the listed companies to prevent them from indulging excessive corporate abuse for the benefits of controlling shareholders. 
Sometimes I see captains of industries and bosses of corporation destroying rather than creating values” 

Thank you

22/04/2019 5:55 PM

Not taking into account kata PBB patut upgrade sikit sbb property sektor kat Malaysia recovering

HaHa

Loss property segment katakan15m per quarter

15m x 4 = 60m

150m - 60m = 90m

90m support harga 1.60 agak agak

Tapi taksiran Sarifah property segment x screw up sampai 100m la

Ballpark figures lebih krg mcm ni

35m x 4 = 150m lebih krg buat tahun 2019

50m support harga 0.90

Leaving 100m for property segment to screw up in 2019

No comment

Ok

Anyway analysts write like shit not clear at all

DK66

% complete todate should not it be....

(Billed todate + Done but Unbilled todate) / 1.89b

Big buffer provided by AES HFO

During a wet spell AES wil always the first to n asked EVN to shut down

1. HFO
2. Coal
3. Hydro

Yg senang jgn dirumitkan

HFO is 4x more expensive than coal yet AES pun go..

Calvin blur sotong still stuck kat bila Jaks was pipe maker not even updated to property developer yet

Apa la nak di kata?

All sampah mcm biasa

Pacific Star Mall at seksyen 13 PJ yg so so hot mcm Jln Bintang PJ surely kan ada high capital gain

Calvin blur sotong maybe can make himself useful by checking out the market value of Elvove Mall cos ia x mark to market

10m potential gain

PP buy at say 0.80 sell at 0.80? Pakai otak sikit

Siapa blur sotong wil do stupid thankless job mcm tu?

Klau nak jual pun kan above 1.00

Calvin blur sotong still stuck kat zaman bila Jaks was pipe maker jadi apa jer he says abt Jaks all sampah

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

Sarifah slept on and weighted on....


HFO is 4x more expensive than coal


Shortage of electricity in Vietnam

Sarifah bangun this morning it is a still a GO



DK66 Just to clear doubts, HFO is about 4 times more expensive than Coal in term of heating value.

21/04/2019 5:34 PM
 

Vietnam's demand for electricity is currently growing at about 10-12%. Anticipating power shortage in coming decade. 

Vietnam is anticipating a potential power shortage in the next decade largely due to its projected rapid growth. 

Viet Nam will likely face a power shortage in the period 2020-30 if electricity generation is not increased and there is not enough fuel (coal and gas) for generation. 

The warning was made at the Viet Nam Energy Forum held by the Ministry of Industry and Trade (MoIT) in Hanoi on Thursday. Aug 9 2018 

According to Viet Nam Electricity (EVN), to meet electricity demand for socio-economic development up to this year, EVN has completed 40 power plants with total capacity of 20,586MW. 

By the end of 2018, total installed capacity of the sector is expected to reach 47,768MW (5.41 times higher than in 2003), ranking second in ASEAN (after Indonesia) and 25th in the world. 

It is forecast that up to 2030, demand for electricity will continue to grow at a high level. The electricity sector will need to ensure 265-278 billion kWh by 2020 and around 572-632 billion kWh by 2030. 

Thus, the growth rate in the period 2016-20 is 10.3-11.3 per cent per year and the period 2021-30 about 8-8.5 per cent. 

Ngo Son Hai, Deputy General Director of EVN, said that the electricity supply in the years 2019-20 could be ensured. However, oil-fired thermal power plants would have to generate approximately 4.4 billion kWh by 2019 and 5.2 billion kWh by 2020. 

“During the years 2021-30, the electricity system may not meet demand and power shortages could occur in the south,” said Hai. 

Hai said power shortages may increase up to 2025 under scenarios including high load or the volume of water in reservoirs being lower than previous years. Furthermore, the gas projects of Bloc B and Ca Voi Xanh (Blue whale) and several others are being conducted slowly compared with the plan. 

"Each of the 1,200MW coal-fired power plants in the south facing slow progress will worsen the shortage by 7.2-7.5 billion kWh per year," said Hai. 

----------------------------- 
SarifahSelinder Why cannot supply other parts of Vietnam? Vietnam is a big country.. 

x linked to national grid ke? 
21/04/2019 5:04 PM 

SarifahSelinder Will Jaks face this same problem? 

Is there a hydro power plant in the same distribution channel as Jaks IPP Vietnam that will have priority during a wet spell?

21/04/2019 5:17 PM

To CPEEC IPP Vietnam tu jz another one in its extensive portfolio of IPP

Jz another boring at work je why will have problems?

Odd of success 99.9%

LTIP to ALP pada masa mcm calvin cakap Jaks was a total loser

Sarifah wonder ada ka anybody see it as excessive then

Without IPP Vietnam dan property biz mcm tu Jaks price now would be like 0.05 siapa mahu LTIP tu sudah tentu nobody even look at Jaks now

Tapi skrg IPP dah jln ada je org kat moral high ground saying all soft of things

Sarifah bet 1 guni of gold for u punya 1 guni of potatoes (ni Sarifah learned kat i con yg still hutang Sarifah 1 guni of gold) that the PP kan successful

Now risk is dump on Koon pulak?!?

Sslee u ni keep moving goal posts

40 stocks

10% into Jaks is 4x normal size

Ok la pass

I con is anggap supporter besar Jaks

Calvin get lost with ur junks kau pergi jauh jauh

Tgk la level of analisis by DK66 and sampah u

Will Jaks face this same problem?

Is there a hydro power plant in the same distribution channel as Jaks IPP Vietnam that will have priority during a wet spell?

Why cannot supply other parts of Vietnam? Vietnam is a big country..

x linked to national grid ke?

5 month..

Byk nya capacity being shut down?

Well indeed hydro is cheaper

DK66

Tapi kenapa have to shut down?

x linked to national grid ke?

Is there a hydro power plant in the same distribution channel as Jaks IPP Vietnam that will have priority during a wet spell?

Klau Gkent yg construct IPP Vietnam tu Sarifah tentu x beli walaupun harga Jaks 5 sen je

Jaks has the best to construct and manage IPP Vietnam to mitigate the risk

Even klau screwed up Sarifah is satisfied CPEEC had tried its best Sarifah will put it to nasib la

Persoalan nya Apa yg without risk in life sslee?

Apa makna freak accident?

Sarifah tetap berjiwa IPP tetap unapologetic angkuh dan liar

Sarifah tunggu gambar turbine

Gambar progress status update CPEEC is the catalyst

See with own eyes

Bak kata perpatah

Seeing is believing

Y? Harga Jaks now x look like it priced for too much imperfection?

At Jaks current low price byk risk telah dipriced in dah

So far CPEEC pun dah show it is capable

Enough clarity for Sarifah

Sarifah kan proceed as planned

Bila turbines and boilers dah installed

PBB the slow moving pun kan dah reduce its discount to its low TP 1.60 to 5%