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2021-02-23 12:12 | Report Abuse
U seorang je yg tahu value IPP sellers x tahu?
2021-02-23 12:10 | Report Abuse
Tanya byk what is u punya calculation?
2021-02-23 12:07 | Report Abuse
Good or not depends on if anything is left on d table
2021-02-23 12:06 | Report Abuse
SarifahSelinder Issuing shares at 1.07 se syer to buy
Tapi purchase price not yet set
Jadi is PEB a good buy at present price?
It all depends on if offerors wil leave anything on the table
Klau paid full value to offerors then no point nothing left on d table dan tones of syer will b issued
Side note it will be interesting to see how d IPP are valued guna DCF ke? PE ke? Owner earning ke? Apa ke?
A guide for valuing JAKS
21/02/2021 9:42 AM
22/02/2021 6:40 PM
2021-02-23 12:06 | Report Abuse
Figure besar maka syer to issue pun besar
2021-02-23 12:04 | Report Abuse
HaHa guna Cypark as reference tu pun dah at quite big discount
2021-02-23 11:58 | Report Abuse
Yg ni klau IPP x sampai value 1,000,000,000 x1.07 u won't be interested la kan?
2021-02-23 11:22 | Report Abuse
New syer to issued at 1.07 bukan at current market price
2021-02-23 11:19 | Report Abuse
After issued syer to buy the IPP PEB NOS kan very very big
2021-02-23 10:35 | Report Abuse
Tapi yg ni IPP PEB beli bukan build sendiri
2021-02-22 18:40 | Report Abuse
Purchase price belum tentu lagi u TP 5???
SarifahSelinder Issuing shares at 1.07 se syer to buy
Tapi purchase price not yet set
Jadi is PEB a good buy at present price?
It all depends on if offerors wil leave anything on the table
Klau paid full value to offerors then no point nothing left on d table dan tones of syer will b issued
Side note it will be interesting to see how d IPP are valued guna DCF ke? PE ke? Owner earning ke? Apa ke?
A guide for valuing JAKS
21/02/2021 9:42 AM
2021-02-22 18:38 | Report Abuse
U ingat IPP wil b sold to PEB cheap?
Klau not cheap at 1.07 se syer kena issue 1,000,000,000 of syer
2021-02-22 18:34 | Report Abuse
Klau issue 1,000,000,000 syer to acquire IPP tu TP lagi 5??
2021-02-21 09:42 | Report Abuse
Issuing shares at 1.07 se syer to buy
Tapi purchase price not yet set
Jadi is PEB a good buy at present price?
It all depends on if offerors wil leave anything on the table
Klau paid full value to offerors then no point nothing left on d table dan tones of syer will b issued
Side note it will be interesting to see how d IPP are valued guna DCF ke? PE ke? Owner earning ke? Apa ke?
A guide for valuing JAKS
2021-02-19 08:25 | Report Abuse
Sampai hati ada yg nak shorting JAKS
Jgn sekali pun u Sold (SBL) ur shares to short sellers
Also pun jgn u participate in IDSS JAKS bila unfrozen esok nanti
2021-02-17 14:46 | Report Abuse
Sarifah proudly berjiwa IPP unapologetic angkuh dan liar
2021-02-10 08:52 | Report Abuse
Apa ni?
Baru 10% PP dah cabut lari?
Byk lagi RI PP klau nak big big IPP
Baru start only
2021-02-02 21:59 | Report Abuse
Especially PAT anggaran ballpark
2021-02-02 21:55 | Report Abuse
No
Like Sarifah say PAT for IPP satu jer
Whatever numbers Sarifah use or u use PAT for the IPP tetap satu saja
2021-02-02 21:50 | Report Abuse
Debt 75% Equity 26% sori
2021-02-02 21:46 | Report Abuse
U memang confused Sarifah can c
2021-02-02 21:45 | Report Abuse
U gross up JAKS figure
Sarifah gross down u punya figure
Whatever tapi IPP PAT tatap satu je
2021-02-02 21:43 | Report Abuse
Finance dgn debt 25% equity 75%
Toyoven ambil 25% equity in IPP JV
2021-02-02 21:14 | Report Abuse
U gross up Sarifah gross down
Sarifah punya balances semua assume 25% equity in IPP JV
2021-02-02 20:54 | Report Abuse
Kiranya guna pakai yg ni
.... , this would mean annual earnings could be approximately RM440mn on a 100% basis
25% = PAT RM 110,000,000
NOS 214,000,000
EPS = 0.5140186916
PE 10x = 5.14
5.14 vs 10.55 (3+7.55)
Dah over valued?
2021-01-30 10:18 | Report Abuse
Financial close belum lagi
2021-01-30 10:16 | Report Abuse
NOS after RI 214,000,000
U cuba try to derive the EPS mungkin guna JAKS as reference and guna PE 10x to see if worth it to buy at current price bearing in mind u kena tunggu possibly 4 5 years lagi
2021-01-30 10:09 | Report Abuse
Katakan harga skrg is 3.00
Jadi total kos u to bring the IPP to fruition is 3.00 + 7.55 = 10.55 per share
2021-01-30 09:57 | Report Abuse
NOS skrg 107,000,000
107,000,000 kena raise RM 807,500,000
Say by 1:1 RI = 7.55 per share
2021-01-30 09:42 | Report Abuse
Kiranya capital requirement for 25% equity in IPP JV
= RM 3,230,000,000×25%x4×25%
= RM 807,500,000
2021-01-27 12:32 | Report Abuse
Assume Toyo cuma mampu sell ink to IPP JV
Sell ink Toyo punya core competency
2021-01-27 12:23 | Report Abuse
Dan over kat JAKS Andy dah bilang no banks kan loan to finance investment in IPP
2021-01-27 12:21 | Report Abuse
Kiranya Toyo takes 25% equity
Close to norm dan setakat yg Toyo mampu
2021-01-26 08:58 | Report Abuse
If 1:1 RI Toyoven NOS kan double
2021-01-21 09:04 | Report Abuse
O satu point lagi the IPP site land kat Pulau Indah belongs to TADMAX so a big part of RM 167m tu is for buying the land
TOYOVEN IPP site kat Vietnam bukan TOYOVEN yg punya
2021-01-21 08:56 | Report Abuse
Kan JAKS price is going up COD by COD?
2021-01-21 08:53 | Report Abuse
As the IPP progresses value ia kan incease tapi at current stage current valuation Sarifah think is way ahead of its its fundamentals
2021-01-21 08:43 | Report Abuse
JAKS has got exceptionally good terms
JAKS is the exception
2021-01-21 08:35 | Report Abuse
Sarifah mungkin salah u semak la check sendiri
2021-01-21 08:34 | Report Abuse
Yg ni klau TADMAX jual je IPP JV ni Sarifah rasa ada pula impairment of the investment into the IPP klau x salah dah sampai RM300m
2021-01-21 08:31 | Report Abuse
Bila TOYOVEN kan financial close?
Belum tahu lagi dah value so high?
2021-01-21 08:29 | Report Abuse
At CPCC signed stage IPP JV baru di valued at RM 167m
implied valuation of RM167 million for the entire 100% equity interest of Pulau Indah Power Plant,”
2021-01-21 08:28 | Report Abuse
In a separate statement to Bursa today, Tadmax said it had entered into a share sale agreemen with Worldwide Holdings Bhd to sell a 35% stake comprising 17.5 million shares in Pulau Indah Power Plant to Worldwide for RM58.45 million cash.
Tadmax said today the proposed disposal is in line with the Heads of Agreement (HOA) entered into by the company with Worldwide and Korea Electric Power Corp (Kepco) on Sept 14, 2018.
Tadmax said that in accordance with the HOA, Tadmax will own 40% of Pulau Indah Power Plant while Worldwide and Kepco will hold 35% and 25% respectively.
“The disposal consideration of RM58.45 million for the 35% equity interest in Pulau Indah Power Plant is based on an implied valuation of RM167 million for the entire 100% equity interest of Pulau Indah Power Plant,” Tadmax said.
Tadmax said the disposal is expected to be completed by the first half of 2020.
Stock: [PEB]: PIMPINAN EHSAN BERHAD
2021-02-23 12:16 | Report Abuse
Good or not u r depending on d generosity of the sellers of IPP
Ada ka orang yg x tamak??