Posted by Mikecyc > 14 hours ago | Report Abuse

Haha in fact another one can refer with higher Risk is Moneykj / Monieky …I had debated against him in Kanger on 2019 .. he is Chun Chun promoted from 6 sen to 12 sen … then he promoted from 12 sen to 18 sen .. but his aka / gang getting high temper , started scolding forumers for not buying the Warrant ( Kanger is one of China company speculative stock ) ..

Moneykj joined i3 2024 Competition.. recalled April result is : 1st Moneykj spotted Notion … 3rd is OTB spotted YTLpower , n he promoted in YTLpower forum at RM 1.10 … Blower Pang7 argued with OTB who promoted First ! 🤣

Posted by G-boy > 14 hours ago | Report Abuse

both of them also pro...but cant follow like moneykj, high risker...
no doubt OTB is senior investor got his own mindset n strategy

Posted by Mikecyc > 13 hours ago | Report Abuse

Haha as posted below :

And 3 of them : ethical Sifu 3iii , OTB and MoneyKJ always did their homework , analysis n Decisions ... not like the 2 Kidds ..

—-

osted by Mikecyc > 37 minutes ago | Report Abuse

Haha in fact another one can refer with higher Risk is Moneykj / Monieky …I had debated against him in Kanger on 2019 .. he i

Posted by Mikecyc > 13 hours ago | Report Abuse

Haha i learned from ethical Sifu 3iii during his posting in Netx (2020 ) on how to use VWAP ..n FA ratios .. Stock MOAT in TSH .. n latest is ROCE on leased / rented Plantation Land ...

Posted by Mikecyc > 13 hours ago | Report Abuse

Haha the kidd own claimed TA n FA Guru ( Half past Six ) konartist sslleee challenge etical Sifu 3iii wow ... see even ethical Sifu 3iii posted learned 50 years ... those kidds are with Big ego but Half past Six ...

Posted by G-boy > 13 hours ago | Report Abuse

good..learning is a process.. don keep arguing with others..
u give love to other ppl, other ppl will give u too..haha

Posted by Mikecyc > 13 hours ago | Report Abuse

Haha u must be aka id of Konartist Sslleee TinKosong KonpetHuangbk whom said shard Love in PMCorp on 2013 ... then hibernated 7 years from 2014 ... recently used similar id / abusive id to post abusive n unethical contents ... until recently Aka id Mr.Huangbk is banned permenantly ..

and had been together with Konartist sslleee tried many ways for preventing me to post in Jtiasa ..


G-boy
jtoh1985 | Joined since 2013-02-03


Posted by G-boy > 8 minutes ago | Report Abuse

good..learning is a process.. don keep arguing with others..
u give love to other ppl, other ppl will give u too..haha

Posted by Mikecyc > 13 hours ago | Report Abuse

Haha no wander when PMCORP forumer asked u auntie or uncle? Ur reply is bla bla bla want to share Love wow .. forgotten to change yr name G-Boy but ppl knew yr id oredi !

As usual a TinKosong without Facts n figures…

Posted by G-boy > 13 hours ago | Report Abuse

Wah. Look like I not the first one give this advice.
Can listen then listen. Haha. Bless u

Posted by Mikecyc > 12 hours ago | Report Abuse

High 1.200
Low 1.160
Open 1.180
Volume 5,394,200
Volume (B/S) 345,500 / 227,200
Price Bid/Ask 1.180 / 1.200

VWAP 1.181

Posted by Mikecyc > 12 hours ago | Report Abuse

Haha ard 2.5 million shares on 12/11 is b/f to T + 3 … if Tomorrow High volume is a Good signal …

2024-11-12 1.26 1.28 1.29 1.24 6,169,600

Posted by Mikecyc > 12 hours ago | Report Abuse

Jtiasa TA

14/11 :

MA10 1.243

BB mid 1.218

MACD - 0.008 0.024 0.032

Stoch RSI. 24.19 45.41

RSI(14) Neutral 49.9
Stochastic(14) Neutral 31.3



—-

Haha emm… observation on TA also is not looking good :

MA10 1.241 ( is Divergent Down )

BB mid 1.217


MACD - 0.009 0.022 0.031 ( Fast Line is Divergent down cross below Slow Line )

Stoch RSI. 18.82 43.62 ( as posted earlier.. Fast line is now further Divergent down cross below Slow line .

RSI(14) Neutral 46.6
Stochastic(14) Oversold 18.8

Posted by Mikecyc > 9 hours ago | Report Abuse

Haha just found this OTB post in YTLpower… and I had posted Benjamin Graham Number is 3.81 during YTLpower is within the 2 conditions..

The Kidd Konartist sslleee own claimed TA n FA Guru in Yinson … just like to Show off but only Half past Six … said Yinson going to see 5 Waves but did not know the waves Name is EW ..

The Kidd Konartist sslleee so happily shouting in Yinson see Waves 2 is coming wow … he thinking is Uptrend but waves 2 is Downtrend…So Dumbbasxx !🤣🤣🤣🤔

As I posted earlier on Jtiasa is certified Lower Low if dropped until 1.15 ..then maybe no more Waves 3 ( Uptrend expected with Higher High ) ..

—-

Posted by OTB > hours ago | Report Abuse
Major Waves 1 and 2 

The major Wave 1 was completed on 24/5/2024 (up wave 1,2,3,4 and 5). 
The major Wave 2 (down wave a,b and c) was completed at 3.84 on 6/8/2024. 
The weekly candle on 9/8/2024 is a blue color Dragonfly Doji, a Dragonfly Doji is a type of candlestick pattern that can signal a potential reversal in price to the downside, meaning that 3.84 is a bottom. Please read the link below. 
https://www.investopedia.com/terms/d/dragonfly-doji.asp
The signal is confirmed if the candle following the dragonfly rises, closing above the close of the dragonfly. The stronger the rally on the day following the bullish dragonfly, the more reliable the reversal is. 
The major support at 3.84 cannot be broken again if the above down wave c is valid. 
The major wave 3 will begin from 3.84 on 6/8/2024 if the share price can breakout from 4.35 in the next few weeks. 
The share price of YTLPower will be bullish again once the weekly share price crosses 4.35 convincingly. 

Fibonacci Retracement 

It should read as follows :- 
23.6% - 4.33 
38.2% - 3.64 
50.0% - 3.08 
61.8% - 2.52 
78.6% - 1.73 
Note : 
If the uptrend is strong, the retracement should not be > 38.2%. 
Hence the support at 3.84 is very strong, it is not lower than 38.2%. 
Please note that the share price is still above 200-day SMA. 

Major Wave 3 to unfold 
If the share price of YTLPower can break out from 4.35, then the major Wave 3 has begun. 

Good luck. 
Thank you.

Posted by Sslee > 9 hours ago | Report Abuse

If someone is so good at TA wave pattern, he should be a millionaire by now instead of trapped high in Jaks and had to go every i3forum to promote jaks 24/7/365 for one and a half year now to no avail.

What you so called TA wave pattern is just a trend pattern that will move up (higher earning) or down (profit taking/lower earning) based on the expected/projected/realised earning moving forward.

As of Yinson the management already give below projection. The wave pattern will follow

Yinson is optimistic about its direction. The FPSO market is thriving, with 12 new FPSO awards annually. To make a project successful, the company needs to know the outlook of projects available and have a suitable project team. Despite the capital-intensive nature of the business, Yinson successfully funds all its projects. Yinson also manages to tap into the private capital and bonds markets. With the FPSO Agogo project set for delivery by end-2025, EBITDA is expected to reach about USD 1 billion annually from 2026. Yinson is very optimistic about the outlook of the business growth and also the ability to pay shareholders dividends on a quarterly basis which Yinson started last quarter.

Question:
Given the aggressive expansion, the nature of front-loaded costs for FPSOs, complex finance lease
accounting, and substantial negative operating cash flow due to new FPSO constructions, the market and shareholders may find it difficult to understand Yinson's value. With FPSO Atlanta, FPSO Maria Quitéria, and FPSO Agogo set to commence their charter periods in the next year or two, assuming no new FPSOs are added, could management present the projected free cash flow expected from the FPSO segment over the next 10 years? This would help shareholders better appreciate the company's value.

Answer: Yinson does expect free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates

Posted by Sslee > 9 hours ago | Report Abuse

As of jaks due to JHDP 25% equity 75% loan.
Since the loan is 10 year term loan hence whatever earning in the first 10 years will be used up for loan repayment.

So only have a second look at jaks in year 2030 untill then jaks need yearly PP or RI for working capital and loan repayment.

Posted by Sslee > 8 hours ago | Report Abuse

Jaks JHPP
2023 2022
RM RM
Current financial liabilities
(excluding trade and other payables and
provisions) (711,609,518) (597,039,267)
Non-current financial liabilities
(excluding trade and other payables and
provisions) (3,972,787,018) (4,401,923,432)

So per year need to repay loan principal ( 711,609,618 + interest payment)

income for the financial year 436,865,607 520,633,162
Amortisation/Depreciation (327,852,531) (317,750,163)
Interest expense (469,976,824) (265,209,747)

Cash flow (Income + Depreciation) 764,718,138 just enough to pay the loan principal 711,609,518

Posted by Sslee > 8 hours ago | Report Abuse

Kid keep complain Yinson interest expense is high but did he know that JHPP interest expense for FYE 2023 is RM 469,976,824 how many % of total loans?

Posted by Mikecyc > 7 hours ago | Report Abuse

Haha Half past Six Kidd Konartist sslleee no facts n figures to Support Jtiasa ke !!!🤣🤣🤣🤔

As posted earlier, I am learning TA ( even posted in YTLpower although i had posted the hidden risks of YTLpower each business segments.

👉 Not like the Half past Six Kidd Konartist sslleee own claimed TA n FA Guru in Yinson… want to Show off to promote Yinson but Half past Six le …🤣🤣🤣


—-

Posted by Sslee > 1 hour ago | Report Abuse
If someone is so good at TA wave pattern, he should be a millionaire by now instead of trapped high in Jaks and had to go every i3forum to promote jaks 24/7/365 for one and a half year now to no avail.

Posted by Mikecyc > 7 hours ago | Report Abuse

Haha what a Kidd Half past Six Konartist sslleee but best in Twisting facts n figures and create Faked Facts n figures…

Konartist sslleee how you get Jaks JHPP ?? Not in the Shareholders agreement (SHA) and Not in the Corporate Structure in Jaks Website !

👉 Shareholders agreement (SHA)
* Shareholders agreement dated 6 July 2015 entered between JPH, CPECC and JPP to regulate their proposed relationship as shareholders of JPP as well as certain matters relating to the management of JPP and also to govern their relationship in respect of matters related to JHDP.


* JHDP Board of directors, 3 from JPH and 2 from CPECC. However,👉 3 years after COD, 2 from JPH and 3 from CPECC. ( January 2021 to February 2024 ) .


* JPP Board of directors, 2 from JPH and 3 from CPECC.


👉👉👉Jtiasa did not show its Corporate Structure in its Website… only is shown in Financial Annual Report….

But is Fishy did not shown in FY23 Annual Report ended June 2023 .. where as 2nd Major Genine keep disposed shares from August 2023 to July 2024 .. from 14.68 % until balance 6 % … FY2024 Annual Report Corporate Structure is shown >>> 100% Hariyama Sdn Bhd : 9,645 hectares is no longer owned by Jtiasa. ??? 😱😱😱🤔


—-

Posted by Sslee > 1 hour ago | Report Abuse

Jaks JHPP 
2023 2022 
RM RM 
Current financial liabilities 
(excluding trade and other payables and 
provisions) (711,609,518) (597,039,267) 
Non-current f

Posted by Mikecyc > 7 hours ago | Report Abuse

Haha konartist sslleee said Yinson is a Growth stock ???

> Yinson :

Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -9.69 %

5 years ROE :

2020 : 12.76
2021 : 17.69
2022 : 17.19
2023 : 14.15
2024 : 17.73



> Scicom

Current Ratio 4.37
Debt-Equity (DE) Ratio 0.37
FCF Yield 8.92 %


5 years ROE :

2020 : 21.39
2021 : 23.43
2022 : 27.65
2023 : 27.57
2024 : 20.76

—-

Even compared with Jaks :

Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.78 %

Posted by Mikecyc > 6 hours ago | Report Abuse

Haha Repost on Yinson :

Yinson SBB

As posted earlier :

Hoho today morning , see the price gap up to above RM 2.80 , recalled volume is ard 3 million, oredi feel strange lo … now seems the Goreng kaki is on SBB from 2.70 to 2.85 ..

More strange n curious le for What Purposes ?

1.) Too much free cash ? 🤣

2.) Cash Flow too tight ?


—

Yinson :

>Referred to FY2024 Annual Report >

Treasury shares ( SBB ) : 157,333,000 unit ( 4.94 % , RM 369 million)


> QR ended July 2024 :

Treasury shares ( SBB ) : ? Unit ( ? % , RM 470 million )


👉Question: Why Spent so much money on SBB to push up the Price ? Where as EPF n KWAP rotating Cari Untung . The worst is loans n borrowings is keep increasing ?? 😱

Posted by Mikecyc > 6 hours ago | Report Abuse

Haha worried hidden risks on Yinson QR ended April 2024 n July 2024 :

>QR ended April 2024 , Net Profit RM 203 million- RM 236 million ( increased of Loans n Borrowings) = - RM 33 million.

>> QR ended July 2024 , Net Profit RM 203 million- RM 3,025 million ( increased of Loans n borrowings) = - RM 2,822 million.😱



-

Yinson Loans n Borrowings:


3.) QR ended July 2024

RM 19,580 million


👉Compared Q to Q : is increased by RM 3,025 million.



2.) QR ended April 2024

RM 16,555 million.


👉Compared Q to Q : is increased by RM 236 million.


1.) QR ended January 2024

RM 16,319 million.

Posted by Mikecyc > 6 hours ago | Report Abuse

Haha Thats why Yinson is also thirst for New FPSO order as :

FPSO Anna Nery is contributing ard 50 % , where as the other 5 Operating FPSO are contributing 50 % ( ie : illustration > each one contributing 10 % only ) .


But Assets :

Non current contract asset : RM 11,389 m

Current contract asset : RM 544 m

Total Contract asset = RM 11,933 m


Total Loans n Borrowings = RM 19,580 m

USD Loans n Borrowings interest is 12 % n 13.88 % ( AR FY24 )

—-

Posted by Mikecyc > 6 hours ago | Report Abuse

Yinson FY2024 Annual Report:

1.) Loss from net investment Hedge , ( RM 125 million)

2.) Reclassification of changes in fair value of cash flow hedges , ( RM 180 million) .

3.) Interest expenses on Loans n Borrowing = RM 1,118 million.

4.) Treasury shares ( SBB ) : 157,333,000 unit ( 4.94 % , RM 369 million)

5.) Loans n Borrowings :

A.) Sukuk Wakalah : Fixed rate at 5.55 % per annum : RM 1,005 million

B.) Term Loans :

1.) Fixed rate at 12.0 % per annum USD > RM 1,061 million

2.) Fixed rate at 13.88 % per annum USD > RM 1,237 million.

3.) Floating rate vary based on Cost of funds USD > RM 478 million

4.) Floating rate vary based on Secured Overnight Financing Rate USD > RM 10,808 million.

5.) Floating rate vary based on Cost of funds INR > RM 851 million

5.a) INR > RM 141 million

Rate is reset every 5 years .

6.) Revolving Credits

Floating rate vary based on Cost of funds USD > RM 115 million

C.) Unsecured:

7.) Term Loans : Floating rate vary based on Secured Overnight Financing Rate USD > RM 543 million.

8.) Revolving Credits: Floating rate vary based on KLIBOR RM 179 million

9.) Floating rate vary based on Cost of funds RM 101 million.

Posted by Mikecyc > 6 hours ago | Report Abuse

Haha how is Yinson FPSO Atlanta 1st oil by August 2024 progress , any progress update ? ( initially commissioned by February 2024 ! )

Let’s do an illustration if Delayed A Day :

"In July 2023, Yinson Production exercised its option to purchase FPSO Atlanta, which includes a 15-year firm plus a five-year option contract for the supply, operations and maintenance with a total contract value of up to US$1.981 billion (US$1=RM4. 71),” it said in a joint statement.


USD 1.981 billion x 4.30 = RM 8.52 billion/ 15 years x 365 days

1st oil if delayed of 1 Day Shl incurred Revenue Loss = RM 1.56 million/ day

Another risk : Currency exchange rate USD to RM is dropped to 4.38 from 4.71 .

Posted by Mikecyc > 6 hours ago | Report Abuse

A) why Jaks profit from Vietnam Power Plant did not generate much FCF ( Free Cash Flow ) : 



1.) Allocated in FCF Growth as Investment in Joint Venture and served as some kind of security on Loans ( although CPECC did the financing ) as Vietnam Power Plant is with BOT 25 years. ( Built- Operate- Transfer). 



2.) Non current asset of Investment in Joint Venture is increased from : 


> March 2016 = 128,297,000 



TO 



> June 2024 = 943 ,960,000 




3.) 1.96 billion loans ( excluded interest) to be repaid in 10 years , starting 2021 : 



Each year repaid loan amount = 0.196 billion 



2021 to 2023 , 3 years = 0.588 billion 



> 1.96 billion- 0.588 billion = 1.37 billion ( loans balance as at January 2024 ) . 



>> Investment in Joint Venture as on June 2024 = 0.94 billion 




👉Looks like the security on Loans is getting sufficient as JHDP is paying Dividend from yearly to half yearly as on June 2024 .

Posted by Mikecyc > 6 hours ago | Report Abuse

Jaks : repayment on Vietnam Power Plant Loans

Haha illustration on :

Vietnam JV Power Plant RM 8.7 billion: 25 % equity, 75% Loans .

Jaks 30 % , CPECC 70 %:

8.7 billion x 0.75 x 0.3 = 1.96 billion.

1.96 billion loans ( excluded interest) to be repaid in 10 years , starting 2021 :

Each year repaid loan amount = 0.196 billion

2021 to 2023 , 3 years = 0.588 billion

> 1.96 billion- 0.588 billion = 1.37 billion

>> Investment in Joint Venture as on June 2024 = 0.94 billion


👉Observation 1 : Non current asset of Investment in Joint Venture 0.94 billion as FCF Growth to be prepared for big projects and served as some kind of security ( on loans although CPECC did the financing ) as Vietnam Power Plant is with BOT 25 years.


👉👉Observation 2 : Vietnam associate company JHDP had been paying Dividend from yearly is changed to Half year ( other than Share of Profit by Quarterly) :

2022 : Dividend RM 70 million
2023 : Dividend RM 27.4 million
June 2024 : Dividend RM 14.2 million


👉👉 👉Observation 3 : year 2025 shl be Jaks year .

Posted by Mikecyc > 6 hours ago | Report Abuse

Yinson Renewables :

Site investigation : 3700 MW

Projects secured : 1032 MW ( 2 to 5 years to COO ( construction, own n operate) ) .

Construction: 540 MW

COO : 557 MW



Operational Assets in India n Peru

USD to INR Chart
+1.52%
(1Y)
US Dollar to Indian Rupee

1 USD = 84.4499 INR
Nov 14, 2024 at 16:28 UTC

Posted by Mikecyc > 5 hours ago | Report Abuse

Haha this is interesting any impact to Yinson coming QR ??


Pchem

Haha this is interesting… let’s see coming QR result ended September….an opportunity for Entry or CutWin ???


> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

USD /MYR is depreciated by 12.85 %


>>> As at 8/11/2024 4.38259