Posted by Sslee > 1 day ago | Report Abuse

JAKS.KL Intrinsic Value
-1061.4 % Upside
As of 2025-01-26, the Intrinsic Value of JAKS Resources Bhd (JAKS.KL) is (1.20) MYR. This JAKS.KL valuation is based on the model Discounted Cash Flows (Growth Exit 5Y). With the current market price of 0.12 MYR, the upside of JAKS Resources Bhd is -1061.4%.

Valueinvesting.io even give a negative 1.20 to jaks intrinsic value.

Posted by jjohnchew > 1 day ago | Report Abuse

Hoho KonLee see the difference of your n my post :

Inline with my calculation on Projected JAKS FYE2024 Net Profit RM 51 million:


FYE2024 oredi 3 Quarterly Reports ( 9 months ) with total Net Profit RM 43.4 million .


If can sustain as FY2021 n FY2022 Net Profit RM 51 million..( Note : Vietnam JV Power Plant is fully COD on January 2021 ) .


👉👉>>> FY2024 EPS shl be 1.96 sen with PE Sector Median 21.5 … Forward Price shl be RM 0.42 ( current NTA RM 0.60 )



GuruFocus
https://www.gurufocus.com
Jaks Resources Bhd (XKLS:4723) Intrinsic Value: Projected F

As of today (2025-01-18), Jaks Resources Bhd's Intrinsic Value: Projected FCF is RM0.48. The stock price of Jaks Resources Bhd is RM0.13. Therefore, Jaks ...



www.alphaspread.com
https://www.alphaspread.com
JAKS Intrinsic Valuation and Fundamental Analysis

The intrinsic value of one JAKS stock under the Base Case scenario is 0.03 MYR. Compared to the current market price of 0.14 MYR, JAKS Resources Bhd is ...

Posted by jjohnchew > 1 day ago | Report Abuse

Hoho KonLee didn’t see the Note :

👉👉 Note: result may not be accurate due to the invalid valuation result of DCF model.

JAKS CAGR Different between 5Y n 3Y :

JAKS financial is improved after Vietnam JV Power Plant 1200 MW , EPCC RM 8.7 billion is COD on January 2021 :


CAGR :
3Y 29.9% TTM 41.2 %
5Y 0.5% TTM - 25 %



ValueInvesting . io

As of 2025-01-26, the Intrinsic Value of JAKS Resources Bhd (JAKS.KL) is (1.20) MYR. This JAKS.KL valuation is based on the model Discounted Cash Flows (Growth Exit 5Y). With the current market price of 0.12 MYR, the upside of JAKS Resources Bhd is -1061.4%.

The range of the Intrinsic Value is (3.24) - (0.81) MYR.

👉👉 Note: result may not be accurate due to the invalid valuation result of DCF model.

Posted by jjohnchew > 1 day ago | Report Abuse

Yinson

Hoho KonLee .. Illustrated Profit included FPSO :


Yearly revenue from 
FPSO Agogo USD million 4600/15 = 306.67 (2026 onward) 
FPSO Atlanta USD million 1700/15 = 113.33 
FPSO Maria Quitéria USD million 5300/22.5= 235.56 
FPSO Anna Nery USD 5700/25 = 228.00 
Total USD 883.56 million


👉👉 Total Expenses ( excluded Hedge , SBB ) / year - Total Gross Profit / year = - 66.7 million , ie : Profit of RM 66.7 million / year .


Yearly revenue from 
FPSO Agogo USD million 4600/15 = 306.67 (2026 onward) 



Hoho Konlee .. is illustration Profit RM 66.7 million / year included FPSO Agogo Revenue that only starting from 2026 ???😱


👉So FY2026 shall be Less Revenue RM 1380 million , thus >>>

Total Gross Profit = ( 7776 - 1380 ) x 0.577 =. RM 3690.5 million


👉👉 Total Expenses ( excluded Hedge , SBB ) / year - Total Gross Profit / year = 729.8 million , ie : SHORT of Expenses Fund RM 729.8 million for FY2026 ! 😱


—- —-

Reference to earlier post :

👉👉 Total Expenses ( excluded Hedge , SBB ) / year - Total Gross Profit / year = , ie : Profit of RM 66.7 million / year .


👉Total Loans to be paid in 10 years = RM 1937 million/ year


Total expenses ( excluded Hedge , SBB ) / year = RM 4,420.3 million


Total Revenue/ year = RM 7776 million

Posted by jjohnchew > 1 day ago | Report Abuse

Yinson : Renewables

as at FYE2023 impairment Loss on PPE of RM 117 million to factor in project cost increases due to Solar Panel price increases.

QR October 2024 :

Segment information:

For the Nine months period ended 31 October 2024 :

Gross Revenue : RM 127 million
Elimination. : RM 14 million
Net Revenue. : RM 113 million

Segment Results: RM 19 million

👉 Question: when can recover back on Impairment Loss of RM 117 million. Looks like a failure in Renewables segment.


Hoho see why JAKS not keen in LSS5 2000 MW EPCC RM 7.2 billion tender .. which submitted tender for 200 MW with bid rate RM 800 million… result is Not shortlisted.


But New Tender is announced on 19/1/2025 on ( LSS@PETRA+） 2000 MW , EPCC RM 8.0 billion.


太阳能发电项目招标 能源部料吸资80亿
2025年01月19日


布城18日讯）能源及水务转型部于本月20日起，开始额外大型太阳能发电项目（LSS@PETRA+）招标，以供开发总配额达2000兆瓦交流电（MWac）的大型发电厂。

Posted by jjohnchew > 1 day ago | Report Abuse

Hoho as posted earlier.. LSS5 2000 MW EPCC RM 7.2 billion did not announced any Winners but later only those Shortlisted .

Posted by jjohnchew > 1 day ago | Report Abuse

Hoho what happened to Renewable segment already diversified into Solar RE electricity since 2020 le … so desperate to get Solar Project until Impairment Loss >>>


as at FYE2023 impairment Loss on PPE of RM 117 million to factor in project cost increases due to Solar Panel price increases.


Yinson completes acquisition of India solar plant

Posted Date: 24 Dec, 2020

Yinson through its wholly-owned subsidiary, Yinson Renewables (S) Pte Ltd, has completed its acquisition of an additional 57.5% equity interest in Rising Sun Energy Private Limited (“RSE”), an India-incorporated company with two operational solar plants in the Bhadla Solar Park, Rajasthan, India. The entry into this agreement was announced on 21st August 2020.

Yinson had previously acquired a 37.5% stake in RSE in March 2020. With the completion of this latest transaction, Yinson now holds a controlling stake of 95.0%. Accordingly, Yinson will also consolidate RSE as a subsidiary in its financial statements

Posted by jjohnchew > 1 day ago | Report Abuse

Hoho how much more to be Impaired ?

as at FYE2023 impairment Loss on PPE of RM 117 million to factor in project cost increases due to Solar Panel price increases.


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 ( India , estimated Capex RM 2000 million) .

Posted by jjohnchew > 14 hours ago | Report Abuse

Hoho really laugh live me le … used many aka id to promote Lambo until is Delisted..

Oh just now why own deleted own posts here of yr aka id Obno1 .. member 18/1/2025 .. 🤣🤣🤣

—
Posted by JediMaster1 > 20 minutes ago | Report Abuse

JediMaster alway don’t like those bad guy and the force alway with me 🤣🤣🤣

Posted by jjohnchew > 6 hours ago | Report Abuse

Hoho mana itu Minorities shareholders punya Dividend wang ..Sekarang mana Cari SBB wang le …


2025-01-27
Insider
YINSON HOLDINGS BHD buyback 1,185,800 shares from 2.350 to 2.410 on 27-Jan-2025.

2025-01-27
Insider
YINSON HOLDINGS BHD buyback 21,347,600 shares from 2.350 to 2.800 on 15-Jan-2025 - 22-Jan-2025.

Posted by jjohnchew > 6 hours ago | Report Abuse

Hoho KonLee when is Yinson RCPS for Pre-IPO First tranche is issued ? And what is the Amount/ Value ??


👉👉 Total Expenses ( excluded Hedge , SBB ) / year - Total Gross Profit / year = 729.8 million , ie : SHORT of Expenses Fund RM 729.8 million for FY2026 ! 😱

Posted by crateinfork > 5 hours ago | Report Abuse

https://thelinuxforum.com/phantom-wallet-support-number-24-7-customer-service-number

Posted by crateinfork > 5 hours ago | Report Abuse

https://thelinuxforum.com/phantom-wallet-support-number-24-7-customer-service-number
https://thelinuxforum.com/phantom-wallet-support-number-24-7-customer-service-number

Posted by pohasi > 5 hours ago | Report Abuse

https://www.italki.com/en/post/wITwxrrFcFDvK9uWL5csUl

Posted by pohasi > 5 hours ago | Report Abuse

https://www.italki.com/en/post/D55sMSxmRNIZgFtd8agxJH

Posted by boltgrody > 4 hours ago | Report Abuse

https://url1.ws/pemmh

Posted by boltgrody > 4 hours ago | Report Abuse

https://grabify.link/TVGULY

Posted by eonfigkineey > 4 hours ago | Report Abuse

https://grabify.link/XLF1Q4

Posted by eonfigkineey > 4 hours ago | Report Abuse

https://grabify.link/TVGULY
https://grabify.link/XLF1Q4

Posted by mf > 2 hours ago | Report Abuse

BREAKING
Dow tumbles 200 points, Nasdaq drops 3% as China’s DeepSeek triggers Nvidia rout

Posted by JediMaster1 > 6 minutes ago | Report Abuse

Cross street tikus the only growth for Junk Jaks is ( NOSH ) and is open secret only bodoh tikus still macam tiduh tak tahu 🤣🤣🤣🤣🤣🤣🤣🤣🤣

1. Your Junk Jaks growth What ??? *( growth hidden risks )

2. Your Junk Jaks it same like london bridge is falling down !

3. Continuing drop 10 years from peak at 1.50 to current 0.125 !

4. Can junk jaks get any bank loan ! Is No none of bank want borrow money to junk Jaks !

5. Can Junk jaks place any RI or PP ! Is No also None of the share holder or Investors want the trash RI & PP !

6. Maybe is they place out half cent PP price i can consider to support some 🤣🤣🤣🤣

7. Can Junk Jaks secure any project ! is No also no one will give this junk company any Job 🤣🤣🤣🤣🤣🤣

8. Did Junk Jaks got money for SBB ! No Junk Jaks very dry and hungry for cash NO MONEY FOR SBB !

9. Any risks for junk Jaks will fall in to PN 17 and GN 3 ??? YES ! Terrible high risk The chance is 101 % will fall in to …….

9a. What will happen when trash Jaks FALL in to GN 3 and PN 17 ! THE Share price will all the way down to 1/2 cts after that CONSOLIDATED 30 to 1 = 0.15 and all the way down to 1/2 cts again n again until ZERO 🤣🤣🤣

10. Can Junk Jaks really can turn around ! DEFINITELY NO ALSO only the day dream maker bodoh tikus dream imagination ONLY !!!!

11. If i not mistaken bodoh tikus all in at 0.32 and suffering stuck until today and hard sale this junk stock 24/7/365 !

12. Can we trust cross street tikus ! “ No “ please don’t coz too many track records shown that this tikus specialized to twist very bad facts and figures to good and use it to con water fish jump in this junk stock Jaks !

12a. Tikus ini Also good in twist GOOD report to BAD report ! Yinson is the GOOD Example !

13. What happened if anyone fall in trapped by the Junk Jaks ! The only way to get back some of your fund is dump and cut lost immediately !

14. LAST !!! What do you think the ending story of junk Jaks ! For sure the ending story is beepo beepo beepo masuk ICU and * pergi sana *



( Turn around IS cross street tikus minpi dalam tiduh sahaja )🤣

Posted by jjohnchew > 48 minutes ago | Report Abuse

Hoho Jaks is turn around to be a potential Growth stock , why ? : ( tiada turn around huge impairment lost coming )


Hoho another bad news The intrinsic value of one JAKS stock under the Base Case scenario is 0.033 MYR .

Posted by Sslee > 3 hours ago | Report Abuse

https://www.alphaspread.com/security/klse/jaks/summary
JAKS Resources Bhd
KLSE:JAKS
Price: 0.125 MYR -3.85%
Market Cap: 325.9m MYR
Have any thoughts about JAKS Resources Bhd?
Section: Intrinsic Value
Intrinsic Value
The intrinsic value of one JAKS stock under the Base Case scenario is 0.033 MYR. Compared to the current market price of 0.125 MYR, JAKS Resources Bhd is Overvalued by 73%.

Posted by JediMaster1 > 6 minutes ago | Report Abuse

Specially for * Cross streets Tikus *

Let me TELL you how GOOD YINSON COULD BE 🤣🤣🤣

1. Yinson will growth even bigger after successfully secure the international big funds subscribe the convertible 1 billion usd Rcps for pre ipo start funding !

2. Yinson nett quarter earnings will hit 1.5 b ( 2026 onward ) after agogo first oil on end of 2025 !

3. On 2026 onward yinson debt will start reduce and 2027 YPOPL Group listed on Nasdaq yinson can almost clear all debt !

4. By the time Yinson will be the golden Cash Cow and shine your tikus eye !

5. By the time Yinson Fpso should increase to 13 and THIS will let Yinson generate huge of income !

6. It POSSIBLE Big investor warrant buffett also INTERESTED YPOPL ipo share !

7. By the time all Yinson share holder will laugh to the BANK !🤣🤣🤣🤣🤣

Posted by JediMaster1 > 6 minutes ago | Report Abuse

JediMaster alway don’t like those bad guy and the force alway with me 🤣🤣🤣

Posted by JediMaster1 > 5 minutes ago | Report Abuse

JediMaster1 is Yoda grand master of all the Jedi he is always Stand on the side of justice !🤣🤣🤣

The street rat lives in darkness forever and Everyone calls for a fight ! 🤣🤣🤣

Posted by JediMaster1 > 5 minutes ago | Report Abuse

Episode 4 : Return Of THE Jedi 🤣🤣🤣🤣🤣

Posted by jjohnchew > 6 minutes ago | Report Abuse

Hoho JedieMasker u return to what planet ke !!!🤣

Posted by JediMaster1 > 4 minutes ago | Report Abuse

Hoho Lambo is Sama sama your Trash Jaks inside JediMaster portfolio never have this kind of junk stock before ! JediMaster have own rule to invest and JediMaster rejected Trash Jaks coz JediMaster never seen any stock so trash like Jaks 🤣🤣🤣

Posted by jjohnchew > 7 minutes ago | Report Abuse


Hoho JedieMasker why u so dumbasxxx le promoted Lambo until is Delisted.. is proven how dumbasx u r ..🤣🤣🤣

Posted by JediMaster1 > 4 minutes ago | Report Abuse

JediMaster1 is Yoda grand master of all the Jedi he is always Stand on the side of justice !🤣🤣🤣

The street rat lives in darkness forever and Everyone calls for a fight ! 🤣🤣🤣

Posted by jjohnchew > 6 minutes ago | Report Abuse

Hoho JedieMasker r u that dumbasxxx ke ?🤣

Posted by JediMaster1 > 3 minutes ago | Report Abuse

No worry The empire will strike back 🤣🤣🤣🤣🤣🤣🤣🤣

Posted by jjohnchew > 4 minutes ago | Report Abuse

Hoho mana itu Minorities shareholders punya Dividend wang ..Sekarang mana Cari SBB wang le …


2025-01-27
Insider
YINSON HOLDINGS BHD buyback 1,185,800 shares from 2.350 to 2.410 on 27-Jan-2025.

2025-01-27
Insider
YINSON HOLDINGS BHD buyback 21,347,600 shares from 2.350 to 2.800 on 15-Jan-2025 -

No worry The empire will strike back 🤣🤣🤣🤣🤣🤣🤣🤣

Posted by jjohnchew > 4 minutes ago | Report Abuse

Hoho mana itu Minorities shareholders punya Dividend wang ..Sekarang mana Cari SBB wang le …


2025-01-27
Insider
YINSON HOLDINGS BHD buyback 1,185,800 shares from 2.350 to 2.410 on 27-Jan-2025.

2025-01-27
Insider
YINSON HOLDINGS BHD buyback 21,347,600 shares from 2.350 to 2.800 on 15-Jan-2025 -