The story of 2023 is not Tesla losing share. Rather it is the inability of legacy companies to sell EV at a profit. 4 quarter Tesla will show a big rebound on higher production,
It has been more difficult more expensive to rejig an old factory to make EV than promised...that is the real story.
It is GM ford VW and Toyota that has failed to meet their targets , not Tesla.
With the anti China mood so strong in America, the same mood has driven an anti EV mood in America. Jump to hydrogen? This is fantasy. They will not make it. There is no hydrogen infrastructure....and battery so improved so much and so cheap.
What happens is there is decoupling....China will be EV, America will jump here jump there not going any where...and Tesla will be the only profitable EV maker in America and Europe
GM and ford will have to pay the government billions in penalties or buy credits from Tesla paying billions to Tesla. It seem in this scenario all biden plans have back fired , all biden has done is to make America suffer....
Hohoho... Running all over tha place and posted so much rubbish and yet avoided answering my simple question ke?. How was the 3 counters you use to challenge me performed against my 3 counters? Too ashame to admit you lose? Why? Worry that you no longer able to convince Ikan bilis to buy your holding when you promote? Go on. Answer loh. 🤣🤣🤣
Hohoho... Running all over tha place and posted so much rubbish and yet avoided answering my simple question ke?. How was the 3 counters you use to challenge me performed against my 3 counters? Too ashame to admit you lose? Why? Worry that you no longer able to convince Ikan bilis to buy your holding when you promote? Go on. Answer loh. 🤣🤣🤣
And proof that I also invited you to join PakTua telegram group. Are you also Ular? Always twisting and lying. Cheh. 🤣🤣🤣
Repost: Is that sooooooo stupiiiiiiid someone=Mike-tikus/Johnchew1-5 cannot read nor understand what I posted on: M&A Securities SDN BHD financial highlight: A 100% holding of Insas before RTO of SYF.
FYE 30 June 2019 2020 2021 2022 RM’000 RM’000 RM’000 RM’000 Revenue 26,314 36,978 68,906 48,541 Other items of income 15,791 18,646 33,291 28,900 Items of expense (33,353) (42,855) (77,420) (54,632) PBT 8,752 12,769 24,777 22,809 PAT 6,552 9,172 18,764 17,916
Can anyone understand english kindly explain to sooooo stupiiiiiid why staff expense increase in 2021. 2020 item of expenses RM 42.855 million. PBT RM 12.769 million 2021 item of expenses RM 77.420 million. PBT RM 24.777million
RI of Insas-PB with free Insas-WC is a way to reward shareholders. You can either sell your entitlement or subscribe for the RI I subscribe for my RI entitlement with 10% excess application and later sold the WC for a 6 digit gain.
Someone is very jeleous I make 6 digit gain from the WC. Recently bought back some WC because history will repeat again. In the past someone promote PA, and WC rocket pass PA. Now that someone day and night promote Jaks hence WC will/shall rocket pass Jaks soon.
去年同期脱售联号公司所有股权录得1亿3130万令吉一次性收益,托高了对比基数 One-off exceptional gain on deemed disposal of equity interest in associate companies of RM 131.3 million. Do anyone know what is deemed disposal?
Associated co - Inari completed private placement of 10% share at RM 3.10, way above its NTA per share, & insas needs to account for its equity accounting (Inari) share of share capital/reserve increase of RM 131.3 million, purely accounting treatment in compliance with FRS. Non cash flow but increase in assets. Balance sheet the non current asset associate companies value increase by RM 131.3 million.
Did someone know Jaks every year PP way below NTA?
Insas still hold 537,008,575 inari share (associate company) and 1,215,718,665 M&A an effective holding of 60.83% subsidiary company of Insas. Know what is the market value of 537,008,575 inari share and 1,215,718,665 M&A share? Know insas yearly dividend income from Inari alone? Year end 30/6/2023 Dividend received: RM 56.521 million
Since when a car rental business in Singapore is profitable? Someone must be smart to dispose capitalA for disposal gain before Covid-19 strike. Only dumb dumb hold Icapital TTB still holding capitalA before covid-19 untill now. Most likely TTB will still dumb dumb hold capitalA till suspension and delist
By the way Omesti is not an Associate company of insas: In balance sheet it is one of many equity investment held in current assets: Financial assets at fair value through profit or loss, as at 30/6/2023 that assets at mark to market value: RM 222,832,000
As at 30/06/2023 NAPS: RM 3.53 Deposits with licensed banks and financial institutions: RM 943,505,000 Cash and bank balances: RM 104,747,000 Total: RM 1,048,252,000 Less: Cash and bank balance pledged: RM (2,376,000) Fixed deposits pledged: RM (233,801,000) Free Fixed deposits and cash and bank balance: RM 812,075,000 Year end 30/6/2023 Interest received: RM 25.349 million
2023 EPS: 18.51 sen 2022 EPS: 32.44 sen 2021 EPS : 37.06 sen
Know what is EPS of Jaks for the past 3 financial year?
Haiyoh China EV maker in distress leh. Many closed shop after cannot tahan leh. Selling EV is one thing after sales service is another thing. Kesian. Haiyoh. Correct? =======
China observer? China observer is the worse content creator on the internet.
and the options and choices in China is amazing. The manufacturing prowess , the innovations are just amazing. The product quality, the pricing is just unbeatable.
As for China....China will do well. No stopping already.
Why is it that China can adopt EV? It is China. China got no fake news. Everyone trust the government and everyone just follow in line. And the products is so good it is irrestitable...every year 28 million cars are sold in China. Now EV sales reach 40%...plenty of growth in China for Tesla and for Chinese ev.....the reality of China is the opposite of fake news provider China observer
The total addressable market is still very exciting. Still attracting new entrants. And that is only China... of course plenty of them are also eyeing export markets
Among the top 15 companies who will go bust? Difficult to say. Everyone still got every thing to play for. Many of state owned companies can get unlimited financing, at least for now
In 2023 Tesla increased the gap from legacy companies in EV in Europe Japan and America. This is the opposite from legacy companies closing the gap . That is the main lesson from 2023.
A new development in America is America faces a risk of the public turning away from EV....in terms of Tesla Vs legacy company EV.....Tesla has won
As for China....China will do well. No stopping already.
Why is it that China can adopt EV? It is China. China got no fake news. Everyone trust the government and everyone just follow in line. And the products is so good it is irresistible
i3lurker, previously I just treat INSAS as FD but with interest rate increase I hope this year AGM will be a physical one so that I can look into the eye of INSAS BOD and ask for a more fair and equitable dividend.
Btw the latest update on Insas by sifu sslee, the coming div propose for insas will exceed 2.5 sen, this is veli veli positive for the share price upgrade loh!
Sifu sslee is going to be a brilliant future investor loh!
U cannot be wrong following sifu sslee buying into Insas mah!
All the questions this soorhaiiis Johnchew raise had been all well answered by our Sifu Insas Sslee mah!
No point Johnchew keep repeating, repeating n repeating the same questions like a broken record loh!
People just need to look at positive buy factors & see how much insas buy is worthwhile & act accordingly loh!
Do not be mislead mah!
Insas score all positive points as super investable stock when share price is still hanging below 90 sen loh!
FUNDAMENTAL FACTORS 1. It has a net cash of Rm 1.10 per share. 2. It trade at a PE of below 5x. 3. It has an NTA per share of Rm 3.43 per share. 4. If u add the potential mark to market gain of Inari & M&A, the revised Nta of insas exceed Rm 4.50 per share mah!. 5. It pays a dividend of 2.5 sen, that give a dividend yield of 2.82% pa, very close to the short term FD rates of 3.0% pa. 6. Insas has shown earnings sustainability & consistency as for the past 10 yrs, annually Insas has been reporting good profit n most amazingly every qtr for the past 10 yrs, Insas has been reporting positive positive every qtr loh! 7. If u invest in insas, U r exposing to the biggest tech listed Composite Index co in KLSE-Inari. 8. U r also deriving the best manage Finance Co in KLSE by investing in insas mah!
GORENG FACTORS 9. Insas own the most efficient goreng corp finance listed co in klse-M&A 10. Insas is due to be goreng bcos its share price at 88.5 sen now is close to the exercise price of the warrant at 90 sen mah! 11. The insas chart indicate Insas is due to breakout of 90 sen & powerfully will go above Rm 1.20 soon loh! 12. Insas is one of the most promising incubators & its Venture capital has been performing very well loh!
Do not missed this INSAS high positive profitability potential, INVEST NOW LOH!
Sifu sslee like always will write to Insas BOD b4 the AGM loh!
Posted by Sslee > 3 minutes ago | Report Abuse
i3lurker, previously I just treat INSAS as FD but with interest rate increase I hope this year AGM will be a physical one so that I can look into the eye of INSAS BOD and ask for a more fair and equitable dividend.
Mike-tikus/Johnchew1-5 still dumb dumb hold your capA? Wanted to be another dumb dumb hold Icapital TTB hold capitalA before covid-19 until now and most likely TTB will still dumb dumb hold capA till suspension and delist.
CCP always do opposite what they say to the world ============
The CCP lol The CCP is doing a damn good job.
What happens when by 2030 China is the only economy follow through on ev
the CCP do what it says and says what it do.
China is all in EV. Europe has a strong case to succeed, eventually. But America faces a risk that America will be left behind.
To do big things,, unity is very important. America got too much fake news and cannot do big things.
nevertheless, Annual car sales is about 70 millions units. Plenty of addressable market for Tesla and China EV....especially since in 2023 the gap between Tesla and Toyota, VW, GM, Ford, etc has grown not narrowed. compared to 2022.
Come on Mike-tikus/Johnchw1-5 how many time do I need to explain before you can finally understand accounting?
1.) FYE2021 : Revenue = RM216.9 M , Net Profit = RM 245.7 M 2.) FYE2022 : Revenue = RM212.5 M , Net Profit = RM 215.05 M 3.) FYE2023 : Revenue = RM 216.8 M , Net Profit = 122.7 M
去年同期脱售联号公司所有股权录得1亿3130万令吉一次性收益,托高了对比基数 One-off exceptional gain on deemed disposal of equity interest in associate companies of RM 131.3 million. Do anyone know what is deemed disposal?
Associated co - Inari completed private placement of 10% share at RM 3.10, way above its NTA per share, & insas needs to account for its equity accounting (Inari) share of share capital/reserve increase of RM 131.3 million, purely accounting treatment in compliance with FRS. Non cash flow but increase in assets. Balance sheet the non current asset associate companies value increase by RM 131.3 million.
Did you know why Jaks every year PP way below NTA whereas Inari PP way above NTA?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
AnakUlarSawa
700 posts
Posted by AnakUlarSawa > 2023-10-21 08:57 |
Post removed.Why?