>> Vietnam 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 :
Jaks Gearing Ratio :
See Jaks insiders had been monitoring n controlling the 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 : 0.375 X
4.) Referred to FY23 , 2QR ended June 2023 : 0.362 X
5.) Referred to FY23 , 3QR ended September 2023 : 0.352 X
6.) Referred to FY23 , 4QR ended December 2023 : 0.350 X
1.) Vietnam Power Plant Share of Profit n Dividends :
2020 : RM 3.8 million ( 1 Power Plant is COD on Nov 2020 )
2021 : RM 140.7 million ( The 2nd Power Plant is COD on January 2021 ) .
2022 : RM 156.2 million , Dividend RM 70.0 million
2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M , 3QR = RM 35.862 M , 4QR = RM 34.503 M plus Dividend RM 27.386 M
2023 : RM 131 million , Dividend RM 27.385 million
Total Share of Profit = RM 431.703 Million
Total Dividend = RM 97.386 Million
Total = RM 529.089 Million
> Share of Profit in QR ended March 2024 = RM 32.384 million
>> Total = RM 561.463 million
> Share of Profit in QR ended June 2024 = Rm 21.33 million
Dividend = RM 14.21 million
👉Grand Total = RM 597 million.👍
Jaks 30 % share in Vietnam Power Plant Joint Venture invested ard RM 600 Million. ( RM 400 million is from the Profit of Construction contract of the Vietnam Power Plant, EPC2.)
Initially PayBack 8 to 9 years ..
Referring to the Grand Total , PayBack period is by 2024 .. ie : from 2021 to 2024 ~~ 4 years ..
👉From Vietnam Power Plant 1200 MW EPCC RM 8.7 Billion started on October 2016 , Payback period is 8 years.
1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )
2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million. ( Vietnam Joint Venture Power Plant 1200 MW with EPCC RM 8.7 billion is COD on January 2021 )
3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.
4.) FYE 2023 : 1st Half Revenue RM 17.47 million with Net Profit RM 33.19 million.
>>👉 1QR is Profit RM 14.08 million , 2QR is Profit RM 19.11 million , 3QR is Rm 7.15 million…4QR is Loss ( 24.8 million )
👉👉 Rm 37.787 million with Net Profit RM 15.527 million..
5.) FYE 2024 :
>> 👉1QR : RM 14.2 million with Net Profit RM 12.4 million.
>> 👉2QR : RM 13.1 million with Net Profit RM 8.4 million.
( Note : Vietnam Power Plant Joint venture company is 30 % .. an associate company)
Understand the Key Contractual Obligations of the project award
Investment certificate * JHDP shall be entitled to 10% tax rate for the full term of the project. * JHDP shall be exempted from corporate income tax for 4 years and 5% tax rate for another 9 years from 1st year with taxable income or 4th year whichever is earlier.
BOT contract * 25 years from commercial operation date (COD). * The power plant shall be transferred to Vietnam Ministry of Industry and Trade (MOIT) at no charge after 25 years. * JHDP shall pay US$60,000 per day per unit for each day of delay after the deadline. The deadline for unit one shall be 48 months and 54 months for unit 2 after the construction start date. Subject to max of US$15m. * JHDP shall pay US$150 per KW shortfall below the contacted capacity which is 1112MW subject to max of US$8m. * JHDP company may terminate the BOT contract due to Vietnam side default or government events such as war, invasion, terrorist, revolution, strikes, none performance of GGU, change of laws. * In the event of non-government force majeure like earth quake, flood etc, either party can terminate the BOT contract and MOIT has to purchase the assets based on the terms set out in the BOT contract. However, MOIT has the option to continue to pay the capacity charges and JHDP has no right to terminate.
Government guarantee (GGU) * The GGU provides Vietnam Government Guarantee on all payment obligations of MOIT under the BOT contract and the EVN under the PPA. * The guarantee on PPA is for 18 years from COD, and the full term of the BOT in the case of MOIT. * Guarantor shall also pay interest on any sums outstanding. * GGU also guarantee USD currency conversion and right to remit * repayment of principal, interest, etc under financing document * quarterly and annually profit distribution to JPP * repayment of charter capital * any expenses due to contracts goods imported * any expenses due to foreign service contracts * any payment that are due in foreign currency
Haha, What kind of a man dare to talk so much and promote jaks with his giberish and slanderous in every forum 24/7/365 for the past one and a half years but still no bola to answer a simple question of how many jaks share he hold currently?
By the way jaks is like his dead bola/little adik languishing at 12.5 to 14.5 sen, so please don't toxic every i3 forum........🤣🤣🤣
Haha really laugh live me loh … why Konartist Sslleee posted here ( Insas ) ard 2 years ago So Fast U-Turn as he wanted to show off his monthly Luxurious lifestyle… he U-Turn in just exchanged a few posts …
recently on 2023 want to Show off his Luxurious entertainment again on his visit to China as Business Development Manager , just 1 Question to Sslleee , he oredi Diam Diam lo ..
I am very much convinced mikecyc has already taken his Jaks loss and sold out which is why is his commenting so much. It is easy to comment on others when he himself has no position or confidence
Haha Konartist sslleee own claimed TA n FA Guru ..can brief forumers here is Jtiasa waves 2 is coming ? same as you said in Yinson ( thinking waves 2 is Up but is Down ) .
From Stoch RSI chart ..previous 2 cycles upon reached 80 , Fast line shl divergent down cross below Slow line ..this round even did not reach 80 oredi divergent down but did not cross below Slow line …
So Konartist sslleee TA Gutu ..today Jtiasa Fast line shl be Divergent Up or further Divergent down cross below Slow line ?
2.) Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( 👉 after Sslleee posted sold Jaks on April 2023 since 2017 ) ... 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 …
As said earlier 2025 Shl be Jaks year .. since LSS5 Tender RFP dateline is brought forward to 25/7/2024 from December 2024 .. focus back to Jaks .
👉 Update : LSS5 2000 MW EPCC RM 7.2 billion Tender award Shl be starting announce on November 2024 .
Haha Konartist sslkeee still did not check what is my Jaks cost during you posted queue buy Insas WC at RM 0.25 in Insas forum .. today Insas WC price RM 0.155 … how many digits you Loss in Insas WC oredi !🤣🤔
—/ Posted by Sslee > 5 minutes ago | Report Abuse
The fact is while I'm looking at how many digits book gain with my jayatiasa and someone is licking his wounds looking at his how many digits book lose in jaks.
Haha as posted earlier.., Jaks got the stock MOAT after is successfully diversified into Power generator industry ( Vietnam JV Power Plant 1200 MW EPCC RM 8.7 billion) ..
And into RE Solar : LSS4 50 MW and CGPP 30 MW . .. Jaks Shl be getting the MOAT of efficient scale if succeeded in LSS5 tender 200 MW ( with intention up to limit 500 MW ) .
Haha just like Kidd story teller Buy what u Not Understand posted the Serba subsidiaries screenshot.( did not know yet he promoted Serba )…. I found variance between his thread n the screenshot… Konartist sslleee defended him before he reply …🤣
Haha Konartist sslleee own claimed TA n FA Guru ..can brief forumers here is Jtiasa waves 2 is coming ? same as you said in Yinson ( thinking waves 2 is Up but is Down ) .
From Stoch RSI chart ..previous 2 cycles upon reached 80 , Fast line shl divergent down cross below Slow line ..this round even did not reach 80 oredi divergent down but did not cross below Slow line …
So Konartist sslleee TA Gutu ..today Jtiasa Fast line shl be Divergent Up or further Divergent down cross below Slow line ?
Haha Konartist sslleee own claimed TA n FA Guru ..can brief forumers here is Jtiasa waves 2 is coming ? same as you said in Yinson ( thinking waves 2 is Up but is Down ) .
From Stoch RSI chart ..previous 2 cycles upon reached 80 , Fast line shl divergent down cross below Slow line ..this round even did not reach 80 oredi divergent down but did not cross below Slow line …
So Konartist sslleee TA Gutu ..today Jtiasa Fast line shl be Divergent Up or further Divergent down cross below Slow line ?
Jayatiasa plantation EBITDA for FYE 30/6/2024 is RM 414 million. FFB production: 1,155,478 MT Or CPO 228,631MT + PK 52,399MT
Plantation Revenue per MT FFB = 957,886,000/1,155,478 = RM 829.00 EBITDA per MT FFB= 414,132,000/1,155,478= RM 358.41 Direct cost = 829-358 = RM 470.59 per MT FFB
Segmental Information The financial information in respect of the Group’s business segments for the current financial year ended 30 June 2024 is as follows: Oil Palm Timber Others Elimination Total RM'000 RM'000 RM'000 RM'000 RM'000 REVENUE External 957,886 56,589 1,317 1,015,792 Inter segment 720,949 83,663 3,320 (807,932) - Total Revenue 1,678,835 140,252 4,637 (807,932) 1,015,792 EBITDA 414,132 (20,520) (1,598) - 392,014 Finance cost (9,998) (8,352) (111) - (18,461) Depreciation and amortisation (125,588) (10,067) (2,051) - (137,706) Segmental result 278,546 (38,939) (3,760) - 235,847 Group admin and overhead cost (27,064) Other expenses (2,190) Profit before tax 206,593
Too many KFC contra player hunters overly relying on a stranger called coldeye as though he's some kind of W Buffett[ more like a bad parody!].👎 ' All that Glitters is not Gold, Fare thee well, thy wish is COLD! ' Rely on your OWN instincts, like how I scored 3X on foreign share Daiwa Heavy: https://stocklaser.blogspot.com/2024/11/in-hindsight-my-prediction-for-soon-to.html
Haha alamak Konartist sslleee TA Gutu is Pchem waves 2 is coming.. same as u shouting in Yinson see waves 2 is coming ( thinking is Uptrend but waves 2 is downtrend) ..
No worries la on Yinson.. oredi Spent ard RM 500 million n over 5 % SBB shares … EPF n KWAP just rotating yummy yummy le ….
Haha konartist sslleee don’t be jealous le as Capital A oredi cross RM 1.00 with the Co founder acquired shares recently… he had a Securities firm in Sabah le …oredi play Bahvest when he started acquired its shares …
Don’t be redder eyes like the Kidd Serba story teller Buy what u Not Understand….
Konartist sslleee no worries la.. u can follow Kidd Serba Story Teller le Buy what u Not understand play Margin since u r so confident on Jtiasa or Swapping capital from other stocks le …
Post a Comment
People who like this
New Topic
You should check in on some of those fields below.
Title
Category
Comment
Confirmation
Click Confirm to delete this Forum Thread and all the associated comments.
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....
Mikecyc
47,011 posts
Posted by Mikecyc > 2 weeks ago | Report Abuse
Haha occupancy rate at Evolve Concept Mall saw an increase from 59% in FY2022 to 75% in FY2023.
Jaks Shl be in no hurry to monetise the 51% own Evolve Concept Mall …