Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho alamak even KonLee TinKosongPetHuang is pretending as the most active Negative views commentator in Serba forum !!!😱


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My telegram reshares
Why I bought even more SERBADK bonds and stocks

Philip ( buy what you understand)

Publish date: Tue, 15 Jun 2021, 05:56 AM

Recently I bought a lot of serba dinamik bonds and stocks.

Posted by Johnchew5 > 1 month ago | Report Abuse

Professional Ethics of Auditors: The Case of Serba Dinamik
12 Aug 2021 — The recent dispute between a listed corporation, Serba Dinamik Holdings Berhad (“Serba Dinamik”) and KPMG has made waves in Malaysia as the impending legal ...

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho is just proven the case … talk only .. buy what u not understand!🤣

Posted by CharlesT > 1 month ago | Report Abuse

When I asked Philip not to sell his Topglove so early during June 2020 he refused so and instead he asked me to show my shares portfolio here

When I asked Philip not to buy Serbak n Bonds during 2021 (or 2022) he refused so and instead he asked me to show my shares portfolio here

When I asked Philip not to buy Harta so early at Rm6 or Rm7 during 2021 (or 2022) he refused so and instead he asked me to show my shares portfolio here

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho copied partially : is this facts n figures???



Recently I bought a lot of serba dinamik bonds and stocks.

As to why? Everyone has all the relevant information, everyone has all the reports and PDFs. Importantly, serba has kept their KPMG auditors, and added EY as external reviewers for the issues brought up by KPMG, and 3 more independent directors to monitor all information on serba dinamik.



Why would frauds and liars do something like that? All I can do is present to you a story from a very good story teller.



The Dog and the Dragon.’



The Dragon was a brilliant pearlescent color, with silver running along the contours of its body. One day, the dog saw this dragon flying overhead. The dog marveled, as one might expect. He had never seen anything so majestic or grand. The dragon soared in the sky, shimmering with iridescent colors in the sunlight. When it curved around and passed above the dog, it called out a mighty challenge, demanding in the human tongue that all acknowledge its beauty.



The dog watched this from atop a hill. Now, he wasn’t particularly large, even for a dog. He was white, with brown spots and floppy ears. Not of any specific breed or lineage, and small enough that the other dogs often mocked him. He was a common variety of a common species of a common animal that most people would rightfully ignore. But when this dog stared at the dragon and heard the mighty boast, he came to a realization. Today, he had encountered something he’d always wished for but never known. Today he’d seen perfection, and had been presented with a goal. From today, nothing else mattered. He was going to become a dragon.

Posted by CharlesT > 1 month ago | Report Abuse

To me, Philip seems to be too obsessed with his portfolio....n others' portfolio here

In short, no portfolio no talk with Philip....U r not qualified

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho alamak is proven again le .. he is twisted on Harta as per his post today ..saying bought Harta at cheap price wow .. when I said he promoted Harta at RM 5.80 on early 2022 ! A liar ???😱


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When I asked Philip not to buy Harta so early at Rm6 or Rm7 during 2021 (or 2022) he refused so and instead he asked me to show my shares portfolio here

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho initially I am ok with him as posted against Calvin on 2020 in Netx ( only on what he said made 7 figures from his 2019 investment.. Phillip compiled his 2019 43 stocks .. recalled only 3 stocks r Profit ) but had 2nd judgement after read how he got his initial investment capital !😱

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho looks like he is better than story teller !!👏👍🤣

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho recap buy what u not understand story teller lies today :

1.) on Harta bought at cheap price than RM 5.80 , instead at RM 6 to 7 !

2.) on Top 4 screenshot list ard March 2021 , compared only on TopGlove individual list only !

3.) On his earlier screenshot on Serba subsidiaries n thread content…compares with his Serba promotion on 2021 !

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho buy what u not understand story teller seems no facts n figures on :

1.) IRR projected on each FPSO ?

2.) ROI on FPSO Anna Nery which 1st Oil commissioned on May 2023 ?

3.) Why keep using Loans n Borrowings on SBB :

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 )

Posted by Sslee > 1 month ago | Report Abuse

Aiyoyo Mike-tikus JHDP IRR 12% but why JHDP can't pay good dividend to jaks?

Can it be the JV China Partner (controlling shareholder) is like Insas Ah Thong very kiamsiap to give dividend?

Posted by Income > 1 month ago | Report Abuse

Tikus baiki labu?

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho further to Jaks Vietnam Power Plant IRR posted above :

Now is on LSS4 50MW Solar Project in Penang is COD on August 2023 with 25 years TNB PPA ( increased from 21 years ).


1.) QR ended September 2023 :

Revenue : 3.3 Million , Loss ( RM 1.4 Million)


2.) QR ended December 2023 :

Revenue: 4.3 Million , Loss ( 0.4 Million )


3.) QR ended March 2024 :

👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18%


4.) QR ended June 2024 :

Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %


👉( Note : Loss is due to Depreciation.)

Capex = RM 200 million .

Return on monetisation of Penang land not use for Solar Farm :


sold Penang Free Hold Lands on 9/9/2024 , monetise the Lands with RM 77.74 million ( a net pro forma gain of RM50.38 million )

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho oredi posted how many times .. see my thread posted earlier here … don’t see with yr Tikuss eyes !🤣

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Posted by Sslee > 13 minutes ago | Report Abuse

Aiyoyo Mike-tikus JHDP IRR 12% but why JHDP can't pay good dividend to jaks?

Can it be the JV China Partner (controlling shareholder) is like Insas Ah Thong very kiamsiap to give dividend?

Posted by Sslee > 1 month ago | Report Abuse

Aiyoyo Mike-tikus did not know the LSS4 IRR is a poor single digit?
And coming quarter due to raining day will Jaks LSS4 50MW report a lose making quarter?

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho income is the Pokkai lapsap posted wifey ran away with forumer ! Younger sibling of Pang7 !🤣

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Posted by Income > 9 minutes ago | Report Abuse

Tikus baiki labu?

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho recap on Jaks loans n borrowings:

a.) Evolve Mall : loan balance RM 206.4 million… net book value as at December 2023 is RM 280 million.

b.) Pacific Towers : loan balance RM 70.6 million… net book value for Business Hub Tower only as at December 2023 is RM 232 million.


👉 Not only on anticipating Profit Gain on Monetisation these 2 properties asset , the Loans n Borrowings shl be reduced to Zero.


👉👉👉Loans n Borrowings as at June 2024 is RM 473.4 million….after monetise these 2 properties assets with Total Net Book Value RM 512 million … Jaks Shl be a Net Cash company.


> Loans n Borrowings = RM 473.4 million

Illustration:

1.) 473.4 - 206.4 - 70.6 = RM 196.4 million ( loans on LSS4 50MW project) .

> on Vietnam Power Plant 1200MW , EPCC RM 8.7 billion:

25 % equity ( shareholding 30 % ) = RM 600 million ( fully paid in Cash , No loans ).


75% loans ( shareholding 30 % ) = RM 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


No wander JHDP started paying Dividend from yearly to Half year as at June 2024 .

Posted by Sslee > 1 month ago | Report Abuse

The notes are fully amortising with a maturity of 18.2 years and were priced at a fixed coupon of 8.947%, payable semi-annually starting on 31 July 2024.

Yinson used 18.2 year bond to finance Anna Nery Firm backlog (22.5 years): USD 5.7bn | Option backlog: -

Whereas jaks JHDP use 10 years term loan to finance a 25 years Power plant.

So which company will face cash flow problem and which one will have plenty FCF to reward shareholders?

Posted by Income > 1 month ago | Report Abuse

Johche w, u really lave nothing in your otak?
Everyday post rubbish。Time is money。U don't know ker。

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho as usual recycled my facts n figures:

> 👉👉👉(TNB) was raised to 21.8 sen per kilowatt hour (kwh) effective August 2023 .

Meanwhile, the system’s marginal price under the New Enhanced Dispatch Arrangement (Neda) wholesale market is averaging about 25 sen per kwh as at June 2023, which is “a decently large premium to LSS4 winning bids of 18 to 20 sen per /kwh for 30-50MW packages,” .


Illustration with TNB 21.8 sen per kWh .

Bids 18 Sen per kWh : Profit 21.11 %

Bids 19 Sen per kWh : Profit 14.74 %

Bid 20 Sen per kWh : Profit 9.0 %


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Posted by Sslee > 3 minutes ago | Report Abuse

Aiyoyo Mike-tikus did not know the LSS4 IRR is a poor single digit?
And coming quarter due to raining day will Jaks LSS4 50MW report a lose making quarter?

Posted by Sslee > 1 month ago | Report Abuse

By the way Mike-tikus from where you get the information or did ALP told you JHDP started paying Dividend from yearly to Half year as at June 2024?

Posted by Income > 1 month ago | Report Abuse

John chew you only get my sibling correct only. The rest of your info is rubbish。

Posted by Income > 1 month ago | Report Abuse

John chew, who is your sibling? Your sibling is Orang tua ker?

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho interesting lo , MIDF Research an article on LSS4 with cost RM 2.0 million to RM 2.5 million per 1 MW .. with tender tariff as low as RM 0.14 per kWh .

But it’s research stress on Solar Panel with efficiency 16.7 factor .

Jaks is with cost RM 4.0 million per 1 MW ..

Update relevant info :

The LSS4 programme saw 30 winning bidders in total, comprising 10 projects of 50mw each, and 20 projects of between 10mw and 29.99mw. According to the EC website, only 11% out of the 823mw ( those winners announced on August 2023 ) , awarded has been completed as at 4Q2023.

An industry source says a number of companies had dropped out from the LSS4 programme, while many have missed the end-2023 COD.

👉No wander LSS5 2000 MW tender RFP dateline is brought forward to 25/7/2024 from December 2024 . And Shl be Less competitive !!!

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho what income posted is served as a Record!🤣

Posted by Income > 1 month ago | Report Abuse

John chew, who is your sibling? Your sibling is Orang tua ker?

Posted by Income > 1 month ago | Report Abuse

John chew, record what? Record your head?

Posted by Huangbk72 > 1 month ago |

Post removed.Why?

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho TNB oredi announced the mulling charges on TPA ( Third Party Access ) for consistent n non consistent supply using its Power Grid on August 2024 … CRESS is effective from September 2024 …

Those RE generators supply will be looking into BESS ( Battery Energy Storage System ) .

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho as said earlier Johnchew123 is not me … that’s why I use Haha n Hoho…


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Posted by Antifanaticsracism > 1 minute ago | Report Abuse

@Johnchew123..if you do not want to be INSULTED with GOOD WORDS go and attack SIFU and MACAIS in YTLP forum

Posted by Huangbk72 > 1 month ago |

Post removed.Why?

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho just KonLee KonPetHuang using similar id to post abusive n unethical content!

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho as usual KonLee n KonPetHuang recycle n twisting on my facts n figures…

Posted by Huangbk72 > 1 month ago |

Post removed.Why?

Posted by Huangbk72 > 1 month ago |

Post removed.Why?

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho Repost :


Hoho interesting lo , MIDF Research an article on LSS4 with cost RM 2.0 million to RM 2.5 million per 1 MW .. with tender tariff as low as RM 0.14 per kWh .

But it’s research stress on Solar Panel with efficiency 16.7 factor .

Jaks is with cost RM 4.0 million per 1 MW ..

Update relevant info :

The LSS4 programme saw 30 winning bidders in total, comprising 10 projects of 50mw each, and 20 projects of between 10mw and 29.99mw. According to the EC website, only 11% out of the 823mw ( those winners announced on August 2023 ) , awarded has been completed as at 4Q2023.

An industry source says a number of companies had dropped out from the LSS4 programme, while many have missed the end-2023 COD.

👉No wander LSS5 2000 MW tender RFP dateline is brought forward to 25/7/2024 from December 2024 . And Shl be Less competitive !!!

>>>

👉👉👉(TNB) was raised to 21.8 sen per kilowatt hour (kwh) effective August 2023 .

Meanwhile, the system’s marginal price under the New Enhanced Dispatch Arrangement (Neda) wholesale market is averaging about 25 sen per kwh as at June 2023, which is “a decently large premium to LSS4 winning bids of 18 to 20 sen per /kwh for 30-50MW packages,” .

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho repost partially so the Tikuss eyes can see :🤣

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.👍

Posted by Huangbk72 > 1 month ago |

Post removed.Why?

Posted by Sslee > 1 month ago | Report Abuse

Mike-tikus punya facts:
Jaks is with cost RM 4.0 million per 1 MW ..
Whereas MIDF Research an article on LSS4 with cost RM 2.0 million to RM 2.5 million per 1 MW .. with tender tariff as low as RM 0.14 per kWh .

Jaks 50MW LSS4.
1.) QR ended September 2023 :
Revenue : 3.3 Million , Loss ( RM 1.4 Million)

2.) QR ended December 2023 :
Revenue: 4.3 Million , Loss ( 0.4 Million )

3.) QR ended March 2024 :
👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18%

4.) QR ended June 2024 :
Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %

👉( Note : Loss is due to Depreciation.) Profit is before tax. After tax profit apa pun tak ada.
Capex = RM 200 million

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho I am just in time to see this :

Banned is permanently.

Suspended is Jailed..

👍

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Antifanaticsracism
Antifanaticsracism | Joined since 2024-10-23

This account has been banned for violating the Terms and Conditions of Use or Community Standards of this portal.

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho KonLee still not reply on Jtiasa :

1.) Why Subur Tiasa and Rsawit ( under same RH group with Jtiasa ) are loss making in Timber and Plantation business?
Subur Tiasa even diversified business into pipe manufacturing n auto sector since May 2023 .😱

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho KonLee still twisting n diverting on Jtiasa Replanting schedule ( with his Kon maths extraction) :

2.) Jtiasa FFB Production Output :

> 2002 started replanting:

July-Sept: FFB MT

2019: 425,801 

2020: 326,209 ( - 23.4 % vs 2019 )
2021: 195,447 ( - 54 % vs 2019 )

2022: 263,948 ( - 38 % vs 2019 )

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)


> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )



> Compared 2024 July- September to 2023 is reduced by - 4.54 %


👉 Question : Peak Production Season is May to November, why FFB production output is reduced n Fluctuating so High .

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho don’t play play with Admin … KonLee gang : konpetHuang n 🐍sawa .

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho Income and Pang7 practise FIFO … had record of U Turn in half a day !🤣

Posted by Income > 1 month ago | Report Abuse

John chew, u, tell me how to point 1, point 2, point 3, and point 4 anal y sis?
Got point 5 ker?

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho KonLee see Solarvest comment on LSS4 n LSS5 :


Solarvest has been actively involved in LSS projects since the launch of LSS1 in 2017. In the last financial year, we completed all 11 LSS4 projects, totalling 208 MWp.

“Of these, three projects with a combined capacity of 67.3 MWp have been added to our asset portfolio, generating RM24 million in annual revenue,” he told The Malaysian Reserve (TMR).

Chong said Solarvest’s successful completion of LSS4 solar farms on time has bolstered confidence in undertaking more projects in LSS5.

Building on this success, Solarvest aims to secure significant opportunities to further expand its asset ownership.

With a proven track record of over 1,200MW across various solar projects, the company is strategically positioned to compete for larger-scale projects, including the 500MW initiatives.

He also noted the company’s experience in LSS4 has strengthened Solarvest’s approach to LSS5.

“The lower tariffs in LSS4 made the market highly competitive, leading many smaller companies to face losses due to penalties.

“In LSS5, we expect more reasonable tenders from players who have learned from these challenges,” he added.

Posted by Johnchew5 > 1 month ago | Report Abuse

Lower tariff is referred to those 10 - 29 MW with bid tariff as Low as RM 0.14 / kWh … not those 30 -50 MW with bid tariff RM 0.18 , RM 0.19 n RM 0.20 / kWh .

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The lower tariffs in LSS4 made the market highly competitive, leading many smaller companies to face losses due to penalties.

“In LSS5, we expect more reasonable tenders from players who have learned from these challenges,” he added.

Posted by Johnchew5 > 1 month ago | Report Abuse

Hoho oh on my earlier posts on Phillip Serba subsidiaries screenshot with variations of his thread content… he did not reply but someone replied for him … the someone is KonLee .🤣🤣🤣🤔

Posted by Huangbk72 > 1 month ago |

Post removed.Why?