【JAKS 4723 交流专区】JAKS資源

icy97

Jaks资源净利暴跌79.9% 归因产业发展业务蒙亏和一次性开支
Billy Toh/theedgemarkets.com
August 17, 2017 21:00 pm MYT

（吉隆坡17日讯）Jaks资源（Jaks Resources Bhd）2017财政年次季净利暴跌79.9%至198万令吉，同期净利多达983万令吉，归咎于产业发展业务蒙亏，以及发放股票期权的一次性开支。

该集团今日向大马交易所报备，其产业发展业务当季蒙受1390万令吉的税前亏损，相比上财年同季的710万令吉税前亏损。

“蒙亏的主要原因是当季拨出一笔690万令吉的清算和确定损害赔偿金。由于产业市场放缓，售出的产业单位数量偏低。EVOLVE商场的收入也受零售情绪疲软所冲击，因而令租金收入下降。

“鉴于公允价值调整，加上长期奖励计划下的股票期权，导致当季扣除一笔760万令吉的一次性开支。”

不过，该集团的建筑业务依然获利，税前盈利高达1160万令吉，其中1020万令吉来自越南EPC建设工程。

Jaks资源次季营业额按年增长7.4%至1亿7090万令吉，同期报1亿5910万令吉，主要因为建筑业务的1亿3170万令吉进账所组成，其中4310万令吉来自越南EPC建设工程，产业发展业务占集团营收比重约3790万令吉。

该集团上半年净利按年缩减12.7%至950万令吉，同期净赚1090万令吉；营业额则年增15.5%至3亿2570万令吉，同期累计2亿8190万令吉。

Jaks资源表示，由于工作进度按照本地市场及越南投资的现有订单所进行，该集团的建筑业务或可取得令人满意的表现。

然而，基于产业市场因经济增长势头放缓、采购情绪疲软，以及银行缩紧房贷核批条件，这些因素对产业发展业务的商用及住宅单位的销量带来极大影响，因此，产业市场依然极具挑战性。

尽管如此，Jaks资源表示，该集团将致力于改善目前的业绩表现。

（编译：倪嫣鴽）

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2017	30 Jun 2016	30 Jun 2017	30 Jun 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	170,945	159,129	325,733	281,936
2	Profit/(loss) before tax	-4,559	7,608	-1,601	7,850
3	Profit/(loss) for the period	-4,809	6,255	-2,187	5,077
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,979	9,832	9,523	10,903
5	Basic earnings/(loss) per share (Subunit)	0.44	2.24	2.12	2.49
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.2000		1.1500

哭哭鸟

JAKS - Weak Earnings  
18 Aug 2017  

JAKS Resources’ (JAKS) 2QFY17 net profit came in at a paltry RM2.0m (-79.7% YoY, -73.3% QoQ) which was again below our and consensus expectations. The key profit driver is its Vietnam EPC construction work but the losses from its property development and property investment divisions almost wiped out all the gains. It also incurred charges for the granting of share options for the long-term incentive plan (LTIP) amounting to RM7.6m. Ex-LTIP charges, the Group’s 1H2017 net profit of RM17.1m only constituted c.29% and 28% of our and consensus full year estimates. Worryingly, we understand that the liquidated and ascertained damages (LAD) from Pacific Star could drag till next year, which is worse than expected. As such, we adjust downwards our FY17/18 earnings by 39% and 11% respectively after accounting for LTIP charges and LAD charges. The earnings from its EPCC contract remains patchy, with only RM10.2m recognized in Q2FY17, down from RM14.9m in Q1FY17. Until we see more progress i.e. billings from Vietnam, we would rather err on the side of caution and maintain Neutral call for now, with unchanged RM1.50 TP, derived from c.30% discount to our SOTP estimates of RM2.20.

• Higher revenue from construction. Construction revenue rose 25.8% YoY, driven by progress billing from local jobs. We understand that its EPC construction in Vietnam is progressing on schedule and is expected to be stronger in the coming quarters. Outstanding orderbook is estimated at RM2.5bn, depleted from RM2.6bn in the last quarter. The EPC contract for Vietnam IPP alone is estimated at RM1.63bn, with the other key contract being the Sungai Besi-Ulu Kelang Elevated Expressway (SUKE) job (RM484m contract value).
  
  

• Earnings drag from property. Property division continued to drag earnings, with c.RM13m net loss incurred during the quarter, from RM10m loss in Q1FY17. Again, the losses were due to operating cost and expenses related to financing cost and building depreciation of the Evolve Concept Mall amounting to c.RM7.9m. Meanwhile, the Pacific Star project at Section 13, Petaling Jaya also incurred RM6.9m LAD charges. Unbilled sales stood at RM194.1m in 2QFY17.
  

Source: PublicInvest Research - 18 Aug 2017

icy97

捷碩資源 1.7億售地予雙威集團

2017年8月18日
（吉隆坡18日訊）捷碩資源（JAKS，4723，主要板建築）以總值1億6759萬令吉，將4片土地脫售給雙威集團（SUNWAY，5211，主要板貿服）。

該公司向馬證交所報備，獨資子公司Premier Place房地產私人有限公司與雙威集團旗下雙威供應鏈企業私人有限公司簽署買賣協議，將4片合計占地面積5.988公頃的土地，以售價總值1億6759萬令吉，賣給雙威供應鏈企業私人有限公司。

根據報備文件，通過是項土地脫售，捷碩資源可釋放上述土地的價值，並改善公司財務狀況和現金流。

在扣除土地脫售的必要成本和開支，捷碩資源可從中取得1億5098萬令吉收益，用作償還銀行貸款，以及營運資本用途。【中国报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	JAKS RESOURCES BERHAD ("JAKS" OR THE "COMPANY")PROPOSED DISPOSAL BY PREMIER PLACE PROPERTY SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF JAKS TO SUNWAY SUPPLY CHAIN ENTREPRISE SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF SUNWAY HOLDINGS SDN BHD WHICH IN TURN IS A WHOLLY-OWNED SUBSIDIARY OF SUNWAY BERHAD, OF 4 PARCELS OF FREEHOLD LAND TOTALING APPROXIMATELY 5.988 HECTARES OR 644,576 SQUARE FEET FOR A TOTAL CONSIDERATION OF RM167,589,760 (EXCLUDING GOODS AND SERVICES TAX)("PROPOSED DISPOSAL")
On behalf of the Board of Directors of JAKS, RHB Investment Bank Berhad wishes to announce that Premier Place Property Sdn Bhd (“PPP”), a wholly-owned subsidiary of JAKS, has on 31 July 2017, entered into an agreement (“Agreement”) with Sunway Supply Chain Enterprise Sdn Bhd (“SSCE”), a wholly-owned subsidiary of Sunway Holdings Sdn Bhd which in turn is a wholly-owned subsidiary of Sunway Berhad (“Sunway”) whereby PPP and SSCE or its related corporation agree to execute a sale and purchase agreement (“SPA”) within 21 days from the date of the Agreement or such extended time period as the parties shall mutually agree in writing to dispose the following 4 parcels of freehold land totalling approximately 5.988 hectares or 644,576 square feet for a total cash consideration of RM167,589,760 (excluding Goods and Services tax) (“Sale Consideration”): (i) Geran Mukim 85 Lot 526, Tempat Sungei Penaga, Mukim Damansara, Daerah Petaling, Negeri Selangor measuring approximately 1.214 hectares or 130,674 square feet (“Land 1”); (ii) Geran Mukim 84 Lot 527, Tempat Sungei Penaga, Mukim Damansara, Daerah Petaling, Negeri Selangor measuring approximately 1.214 hectares or 130,674 square feet (“Land 2”); (iii) Geran Mukim 83 Lot 528, Tempat Sungei Penaga, Mukim Damansara, Daerah Petaling, Negeri Selangor measuring approximately 1.214 hectares or 130,674 square feet (“Land 3”); and (iv) Geran Mukim 319 Lot 62506, Tempat Sungai Penaga, Pekan Subang Jaya, Daerah Petaling, Negeri Selangor measuring approximately 2.346 hectares or 252,554 square feet (“Land 4”). Further details on the Proposed Disposal are as attached. This announcement is dated 17 August 2017

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5518265

Attachments JAKS - Announcement.pdf

哭哭鸟

JAKS' Poor 2nd Quarter Result - Koon Yew Yin
Author:  Koon Yew Yin    |    Publish date:   Sat, 19 Aug 2017, 10:18 AM   
https://klse.i3investor.com/blogs/koonyewyinblog/130327.jsp

JAKS just announced a set of poor result for 2nd quarter. As a result, its share price plunged yesterday and many people asked me for my opinion. My advice are as follows: -

The poor result is due to its property development business. It has difficulty in selling its mall and being penalised for late completion of some condominiums.

As recently announced, it has sold some land for Rm 165 million and its profit is Rm 140 million which will be reported in the next quarter.

Why I Bought into JAKS        
I did not buy JAKS for its property development business. I selected JAKS because it has an independent power producer (IPP) contract to construct a 2 X 600 MW coal power fired power plant and to sell electricity to the Vietnamese Government for 25 years. The whole project cost more than Rm 7 billion. JAKS with such a small market capitalisation has been looking for a suitable JV partner for 4 years. Finally JAKS formed a JV with a Chinese party which has been producing 90% of the electricity for China.

The Chinese Bankers must have studied the IPP contract very carefully to make sure the project is profitable which should be reassuring to all owner of JAKS shares.
        
The Chinese partner undertook the whole contract and agreed to give Rm 400 million and 40% interest in the company that will be selling electricity to the Vietnamese Government for 25 years.
        
My wife and I have bought so much shares that we have more shares than Andy Ang the CEO. We are long term investors and from our track record, we found out that long term investing would give better return.  
        
To be a successful investor, one must look at the company’s long term business and be willing to wait patiently.
        
If you are easily frightened when you see one poor quarter result, you should sell all your holdings, keep your money in fix deposit and sleep in a police station where you can get free bed and makan.  
        
I expect its next quarter result to be better. I expect it will report  more money from the Chinese Partner and also the Rm 140 million profit from the land sale.
        
For your information one MW can light up 1,000 homes. JAKS’ power plant of 1,200 MW can light up 1,200 X 1,000 = 1,200,000 homes. It is normal to assume an average of 5 persons in one home, the 1,200 MW can give electricity to 6 million people.  
        
I recommend readers to read my article 'Why I bought into JAKS' which can be found here.

icy97

4地皮卖双威
捷硕资源料净赚9710万

2017年8月21日
（吉隆坡21日讯）捷硕资源（JAKS，4723，主板建筑股）以1亿6758万9760令吉脱售四片地皮给双威（SUNWAY，5211，主板产业股）后，预计可从中净赚9710万令吉。

早在7月杪，捷硕资源就已经就此事，与双威旗下的双威供应链企业签署备忘录。

捷硕资源日前通过文告指出，双方已在上周四签署合约，执行上述交易。

大众投行分析员指出，卖地活动可将捷硕资源的每股净利，从18仙推高至20.3仙。

脱售收益主要用来偿还银行贷款，并作为营运资本。偿还贷款后，能让该公司每年省下约400万至600万令吉的利息。

另外，捷硕资源次季净利按年锐减79.7%，仅写200万令吉，低于预期。

虽然该公司的越南采购、建筑和启用（EPC）业务是推动净利的主力，但产业发展与产业投资却几乎抵消前者的盈利。

更令人担忧的是，Pacific Star的延迟完工赔偿有可能会拖至明年，比预期要糟，促使大众投行分析员将2017和18财年的财测，分别下修39%和11%。



越南未来核心贡献

而工程、采购、施工和调试（EPCC）的合约仍相当零散，次季仅录得1020万令吉，比首季的1490万令吉要少。

除非越南业务有更多进展，否则分析员将倾向于谨慎，维持“中和”的投资评级和1.50令吉的目标价格。

不过，捷硕资源总执行长洪南坡，则是乐观看待公司可交出称心业绩，归功于强稳的未完成建筑订单。

他预计，越南的EPC合约2会是未来数年的核心贡献者。

为了增加建筑订单，该公司会继续在大马和越南参与各种道路、水务、能源和污水处理基建竞标。

目前，捷硕资源的建筑订单企于25亿令吉。【e南洋】

icy97

捷硕资源2587万卖雪州地皮

2017年10月3日
（吉隆坡2日讯）捷硕资源（JAKS，4723，主板建筑股）以2587万3452令吉，脱售位于八打灵再也的地皮。

捷硕资源今日向交易所报备，与Hectare Square私人有限公司签署买卖协议，脱售建有单层工厂和双层办公室，占地1.214公顷的工业永久地契地皮。

该地皮位于Sungai Penaga工业区，距离梳邦再也市议会约3公里，离吉隆坡市中心约25公里。

截至2016财年12月杪，该产业的净账面价值约688万令吉，原投资成本约为731万令吉，该集团预计脱售收益为约1338万令吉。

脱售活动所筹得资金，将用作偿还银行贷款。

文告指出，该交易使集团从长期资产中释放资本，以公平的市价将产业兑现，增强该集团的流动资金和财务状况。【e南洋】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	JAKS RESOURCES BERHAD (JAKS OR THE COMPANY)PROPOSED DISPOSAL BY JAKS TO HECTARE SQUARE SDN BHD OF A PIECE OF FREEHOLD INDUSTRIAL LAND MEASURING APPROXIMATELY 1.214 HECTARES OR 130,674 SQUARE FEET TOGETHER WITH A ONE STOREY FACTORY BUILDING ERECTED ON THE LAND FOR A TOTAL CASH CONSIDERATION OF RM25,873,452 (EXCLUDING GOODS AND SERVICES TAX)
The Board of Directors wishes to announce that JAKS has on 2 October 2017, entered into a sale and purchase agreement (“SPA”) with Hectare Square Sdn Bhd (“HSSB”) to dispose a piece of freehold industrial land measuring approximately 1.214 hectares or 130,674 square feet held under individual title GM 110, Lot 541, Tempat Sungai Penaga, Mukim Damansara, Daerah Petaling, Negeri Selangor (“Land”) together with a one storey factory building erected thereon (“Building”) bearing the postal address of Lot 541, Jalan Subang 2, Taman Industri Sungai Penaga, 47620 Petaling Jaya, Selangor Darul Ehsan (the Land and Building shall collectively be referred to as “the Property”) for a total cash consideration of RM25,873,452.00 (excluding Goods and Services tax) (“Sale Consideration”) (“Proposed Disposal”). Further details on the Proposed Disposal is in the file attached. This announcement is dated 2 October 2017.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5561273

Attachments 171002 - Announcement (clean).doc

哭哭鸟

哭哭鸟

Shareholding Changes

Date of change	Shares	Director/ Substantial Shareholder
13 Oct 2017	Acquired 1,800,000	DATO' RAZALI MERICAN BIN NAINA MERICAN
13 Oct 2017	Acquired 1,800,000	MR ANG LAM POAH
13 Oct 2017	Acquired 1,800,000	DATO' RAZALI MERICAN BIN NAINA MERICAN
13 Oct 2017	Acquired 1,800,000	MR ANG LAM POAH
05 Oct 2017	Transferred 1,800,000	DATO RAZALI MERICAN BIN NAINA MERICAN
05 Oct 2017	Acquired 500,000	DATO RAZALI MERICAN BIN NAINA MERICAN
05 Oct 2017	Transferred 1,800,000	DATO RAZALI MERICAN BIN NAINA MERICAN
05 Oct 2017	Acquired 500,000	ORIGINAL INVENTION SDN BHD
05 Oct 2017	Transferred 1,800,000	ORIGINAL INVENTION SDN BHD
05 Oct 2017	Acquired 500,000	DATO RAZALI MERICAN BIN NAINA MERICAN
05 Oct 2017	Transferred 1,800,000	DATO RAZALI MERICAN BIN NAINA MERICAN
05 Oct 2017	Transferred 1,800,000	DATO RAZALI MERICAN BIN NAINA MERICAN
05 Oct 2017	Acquired 1,800,000	DATO' RAZALI MERICAN BIN NAINA MERICAN
05 Oct 2017	Acquired 1,800,000	MR ANG LAM POAH
05 Oct 2017	Acquired 1,800,000	DATO' RAZALI MERICAN BIN NAINA MERICAN
05 Oct 2017	Acquired 1,800,000	MR ANG LAM POAH
06 Sep 2017	Acquired 1,382,100	MR KOON YEW YIN
05 Sep 2017	Transferred 1,000,000	MR KOON YEW YIN
29 Aug 2017	Transferred 2,800,000	MR KOON YEW YIN
10 Jul 2017	Acquired 200,000	ANG LAM POAH
10 Jul 2017	Acquired 200,000	MR ANG LAM POAH
07 Jul 2017	Acquired 150,000	ANG LAM POAH
07 Jul 2017	Acquired 150,000	MR ANG LAM POAH
29 Jun 2017	Acquired 100,000	ANG LAM POAH
29 Jun 2017	Acquired 100,000	MR ANG LAM POAH
28 Jun 2017	Transferred 1,565,000	MR KOON YEW YIN
22 Jun 2017	Acquired 300,000	ANG LAM POAH
22 Jun 2017	Acquired 300,000	MR ANG LAM POAH
21 Jun 2017	Acquired 170,000	MR KOON YEW YIN
21 Jun 2017	Acquired 100,000	ANG LAM POAH
21 Jun 2017	Acquired 100,000	MR ANG LAM POAH
20 Jun 2017	Acquired 140,000	MR KOON YEW YIN
20 Jun 2017	Acquired 100,000	MR ANG LAM POAH
20 Jun 2017	Acquired 100,000	MR ANG LAM POAH
15 Jun 2017	Acquired 200,000	MR ANG LAM POAH
15 Jun 2017	Acquired 200,000	MR ANG LAM POAH
09 Jun 2017	Acquired 200,000	ANG LAM POAH
09 Jun 2017	Acquired 200,000	MR ANG LAM POAH
07 Jun 2017	Acquired 100,000	MR ANG LAM POAH
07 Jun 2017	Acquired 100,000	ANG LAM POAH
02 Jun 2017	Acquired 306,400	MR KOON YEW YIN
31 May 2017	Acquired 534,500	MR KOON YEW YIN
29 May 2017	Acquired 781,000	MR KOON YEW YIN
26 May 2017	Acquired 475,500	MR KOON YEW YIN
26 May 2017	Acquired 300,000	ANG LAM POAH
26 May 2017	Acquired 300,000	MR ANG LAM POAH
25 May 2017	Acquired 500,000	ANG LAM POAH
25 May 2017	Acquired 500,000	MR ANG LAM POAH
03 May 2017	Acquired 321,900	MR KOON YEW YIN
02 May 2017	Acquired 481,400	MR KOON YEW YIN
28 Apr 2017	Acquired 430,000	MR KOON YEW YIN
19 Apr 2017	Acquired 230,000	MR ANG LAM POAH
19 Apr 2017	Acquired 230,000	MR ANG LAM POAH
12 Apr 2017	Acquired 2,733,800	MR KOON YEW YIN
11 Apr 2017	Acquired 302,500	MR KOON YEW YIN
10 Apr 2017	Acquired 1,894,700	MR KOON YEW YIN
07 Apr 2017	Acquired 400,000	MADAM TAN KIT PHENG
07 Apr 2017	Acquired 643,800	MR KOON YEW YIN
31 Mar 2017	Acquired 854,500	MADAM TAN KIT PHENG
31 Mar 2017	Acquired 1,000,000	MR KOON YEW YIN
30 Mar 2017	Acquired 600,000	MR KOON YEW YIN
29 Mar 2017	Acquired 920,500	MR KOON YEW YIN
28 Mar 2017	Acquired 784,000	MR KOON YEW YIN
27 Mar 2017	Acquired 3,825,500	MR KOON YEW YIN
24 Mar 2017	Acquired 651,500	MADAM TAN KIT PHENG
24 Mar 2017	Acquired 1,910,000	MR KOON YEW YIN
21 Mar 2017	Acquired 1,450,000	MADAM TAN KIT PHENG
20 Mar 2017	Acquired 3,357,100	MADAM TAN KIT PHENG
17 Mar 2017	Acquired 1,000,000	MR KOON YEW YIN
16 Mar 2017	Acquired 2,141,100	MR KOON YEW YIN
16 Mar 2017	Acquired 1,450,000	MADAM TAN KIT PHENG
15 Mar 2017	Acquired 2,030,000	MR KOON YEW YIN
15 Mar 2017	Acquired 1,720,000	MADAM TAN KIT PHENG
14 Mar 2017	Acquired 7,722,400	MR KOON YEW YIN
13 Mar 2017	Acquired 6,076,600	MR KOON YEW YIN
13 Mar 2017	Acquired 220,000	MADAM TAN KIT PHENG
10 Mar 2017	Acquired 3,691,300	MR KOON YEW YIN
10 Mar 2017	Acquired 469,000	MADAM TAN KIT PHENG
09 Mar 2017	Acquired 2,913,600	MADAM TAN KIT PHENG
09 Mar 2017	Acquired 745,100	MR KOON YEW YIN
08 Mar 2017	Acquired 3,354,000	MADAM TAN KIT PHENG
08 Mar 2017	Acquired 1,332,800	MR KOON YEW YIN
07 Mar 2017	Acquired 1,340,000	MADAM TAN KIT PHENG
07 Mar 2017	Acquired 1,266,700	MR KOON YEW YIN
06 Mar 2017	Acquired 22,369,700	MADAM TAN KIT PHENG
06 Mar 2017	Acquired 732,400	MR KOON YEW YIN
03 Mar 2017	Acquired 1,701,800	MR KOON YEW YIN
02 Mar 2017	Acquired 849,000	MR KOON YEW YIN
01 Mar 2017	Acquired 890,300	MR KOON YEW YIN
01 Mar 2017	Acquired 1,000,000	ANG LAM POAH
01 Mar 2017	Acquired 1,000,000	MR ANG LAM POAH
28 Feb 2017	Acquired 6,974,500	MR KOON YEW YIN
28 Feb 2017	Acquired 1,000,000	MR ANG LAM POAH
28 Feb 2017	Acquired 1,000,000	ANG LAM POAH
27 Feb 2017	Acquired 3,240,000	MR KOON YEW YIN
24 Feb 2017	Acquired 297,000	MR KOON YEW YIN
23 Feb 2017	Acquired 4,824,300	MR KOON YEW YIN
22 Feb 2017	Acquired 2,013,000	MR KOON YEW YIN
21 Feb 2017	Acquired 2,978,900	MR KOON YEW YIN
20 Feb 2017	Acquired 4,292,400	MR KOON YEW YIN

墨士甲

哭哭鸟 发表于 16-10-2017 05:34 PM
Shareholding Changes

这些老板都再不断收购回自己公司的股。

哭哭鸟

墨士甲 发表于 17-10-2017 04:52 PM
这些老板都再不断收购回自己公司的股。

是的..

哭哭鸟

墨士甲 发表于 17-10-2017 04:52 PM
这些老板都再不断收购回自己公司的股。

      

Name	MR KOON YEW YIN
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary Shares

            Details of changes                        

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	13 Oct 2017	430,000	Acquired	Direct Interest
	Name of registered holder	MR KOON YEW YIN
	Address of registered holder	65, LINGKARAN MERU VALLEY, MERU GOLF RESORT, JELAPANG, 30200 IPOH
	Description of "Others" Type of Transaction
2	16 Oct 2017	1,388,900	Acquired	Direct Interest
	Name of registered holder	MR KOON YEW YIN
	Address of registered holder	65, LINGKARAN MERU VALLEY,MERU GOLF RESORT,JELAPANG, 30200 IPOH
	Description of "Others" Type of Transaction

            
            

Circumstances by reason of which change has occurred	Acquisition from open market
Nature of interest	Direct Interest
Direct (units)	102,104,000
Direct (%)	20.861
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	102,104,000
Date of notice	17 Oct 2017
Date notice received by Listed Issuer	17 Oct 2017

            
今天再加碼?

墨士甲

哭哭鸟 发表于 17-10-2017 05:30 PM
Details of changes                                    
                        
今天再加碼?

通常出现这样的情况，你会觉得好吗？

哭哭鸟

JAKS’ Profit Growth Prospect
ByKoon Yew YinPosted on October 18, 2017
http://koonyewyin.com/2017/10/18/jaks-profit-growth-prospect/

Jaks’ 1,200 MW power plant can generate 1,200 X 1,000 kilowatt of electricity per hour at 0.073 USD/ kwh = USD 87,600 per hour.


I MW can light up 1,000 homes
1,200 MW can light up 1,200,000 homes
Assuming there are 5 person in each home, JAKS’ 1,200 MW power plant can serve 6 million people.
Total sale is USD 87,600 X 24hours X 360 days X safety factor of 70% = USD 530 million per year.

Jaks secured this Independent Power Producer (IPP) contract from the Vietnamese Government which involved the construction of 2 X 600 MW coal fired power plant for sale of electricity to the Vietnamese Government for 25 years. Jaks sub-contracted the whole project to China Power Engineering Consulting Group Co Ltd (CPECG) for Rm 7.76 billion. CPECG has been involved in 90% of the power generation in China.  

The consortium of Chinese Government control banks has examined the power purchase agreement to ensure that it is a water tight contract for 25 years.

To ensure the successful completion, the Chinese partner does everything and Jaks does not need to do anything.

Jaks will be paid Rm 400 million during the construction period and 40% of the profit from the sale of electricity for 25 years.

All smart investors must be able to see that Jaks has a fantastic profit growth prospect which is the most powerful catalyst for moving share price. Moreover, Jaks does not need to borrow money from Banks to finance the construction of the power plant.



The chart shows that the price has been dropping in the last few months while Jaks’ business has not changed basically. In fact, the construction of the power plant has definitely made some progress. As reported, I am buying it in the last few days and I will continue to buy.

WAH! Believe it or not!

Jaks does not need capital to undertake the Rm 7.76 billion contract with a profit guarantee from Chinese Government control Banks.  

As a co founder of IJM, in my 50 years’ experience in undertaking construction contracts, I have never seen any contract with a Banker’s profit guarantee.   

哭哭鸟

墨士甲 发表于 19-10-2017 11:19 AM
通常出现这样的情况，你会觉得好吗？

         

Name	KOON YEW YIN
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	ORDINARY SHARES

            Details of changes                        

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	17 Oct 2017	3,651,100	Acquired	Direct Interest
	Name of registered holder	KOON YEW YIN
	Address of registered holder	65 LINGKARAN MERU VALLEYMERU GOLF RESORTJELAPANG, 300200 IPOH
	Description of "Others" Type of Transaction

            
            

Circumstances by reason of which change has occurred	ACQUISITION FROM OPEN MARKET
Nature of interest	Direct Interest
Direct (units)	105,755,100
Direct (%)	21.607
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	105,755,100
Date of notice	19 Oct 2017
Date notice received by Listed Issuer	19 Oct 2017

            
            

17 Oct 2017	Acquired 3,651,100	KOON YEW YIN
16 Oct 2017	Acquired 1,388,900	MR KOON YEW YIN
13 Oct 2017	Acquired 176,200	MR ANG LAM POAH
13 Oct 2017	Acquired 176,200	MR ANG LAM POAH

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2017	30 Sep 2016	30 Sep 2017	30 Sep 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	140,395	209,118	466,128	491,054
2	Profit/(loss) before tax	11,213	12,207	9,612	20,057
3	Profit/(loss) for the period	9,915	10,511	7,728	15,588
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,654	13,863	19,177	24,766
5	Basic earnings/(loss) per share (Subunit)	2.09	3.16	4.16	5.65
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.2200		1.1500

哭哭鸟

JAKS' 1,200 MW Coal Fired Power Plant, Vietnam Site Visit - Koon Yew Yin
Author: Koon Yew Yin   |    Publish date: Sat, 25 Nov 2017, 05:43 PM
http://klse.i3investor.com/blogs/koonyewyinblog/139332.jsp

As you know, JAKS’s profit for 3 quarters of the year was not so good and many weak shareholders simply dump their holdings without looking at the future profit growth prospect which is the most important consideration. As a result, its share price is being depressed.

Many shareholders have asked for my opinion as they wanted to know if they should sell or hold on or buy some more shares.

If you need money badly and you are not a long-term investor, you should sell. But you must bear in mind that statistics shows that long term investors made more money than short term investors. If you have funds, you should take advantage to buy during the cheap sale.

On 17 Aug, the company announced the sale of 4 parcels of land to  Sunway Holdings Sdn Bhd for Rm 167 million and with a net profit of Rm 107 million.

On 2 Oct, the company announced the sale of another parcel of land to Hectare Sdn Bhd for Rm 25.8 million with a net profit of Rm 18.5 million.

The total profit of Rm 125.5 million will most likely be included in the next quarter and I am sure when investors see these profit announcements, they will rush to buy JAKS shares to push up the price.  

As you can see from the company announcement, the Company CEO Ang Lam Poah, a few directors, my wife Tan Kit Pheng and I have been buying additional shares because I strongly believe I can make a few hundred per cent within the next few years especially when the power plant is completed in two and half years’ time.

If you look at the article on my track record in which I mentioned my purchases of Latitude, VS Industry and Lii Hen and became the 2nd largest shareholder of each company. Each of these 3 counters went up a few hundred per cent within a few years. I strongly believe JAKS will perform the same way as any of the 3 counters I mentioned above, otherwise my wife and I would not have bought 150 million JAKS shares.  

On 14 Nov 2017, the CEO of JAKS, Mr Ang Lam Poah and his team took my wife and I including Mr Ooi Teik Bee, James Ong, Allan Gan, Grace Chang and Tey Kok Shin to see the construction of the 1,200 MW coal fired power plant in Hanoi, Vietnam. We were told that the Chinese JV partner will be able to complete the power plant ahead of Schedule in June 2020.  



About 6 years ago, the Vietnamese Government awarded to JAKS Resources Bhd the contract to construct 4 units of 300 megawatts (MW) coal-fired power plant to sell electricity to the Vietnamese Government for a 25-year period in August 2011.

Since the total cost of US$1.87 bil (RM7.76 bil) (based on US$1=RM4.15) is so huge that JAKS could not find any bank to finance the project, the construction of the power plant was postponed several times until JAKS found China Power Engineering Consulting Group Co Ltd (CPECC) to be its joint venture partner in March 2016.

The construction is scheduled to complete in 2020. CPECC is very experienced in conducting survey and designing of power generation and transmission plants. Moreover, CPECC has been playing a leading role in China’s power survey and design industry with about 90% of such work in the country undertaken and completed by the group.

After careful study of the viability of the concession, a consortium of three banks, namely Industrial and Commercial Bank of China, China Construction Bank Corporation and Export-Import Bank of China have expressed preparedness to finance US$1.4 bil (RM5.81 bil) for the entire scheme.

Assurance of project completion

The three Chinese banks accepted the power purchase agreement (PPA) duly signed by the Vietnamese Government as collateral to finance the project. The banks will provide 75% of the funding for the project cost totaling of RM7.76 bil with the balance (25%) to be borne by JAKS and CPECC.

To protect the banks’ interest, the financiers must make sure that the PPA is water-tight and that JAKS and its JV partner must be able to complete the project on time. Both JAKS and CPECC must also be financially sound, otherwise they will not be capable of paying up the remaining 25% of the project cost of RM7.76 bil which amounts to RM1.94 bil.

To ensure that the whole project can be completed satisfactorily, the Chinese JV partner undertakes the full responsibility to complete the construction and operate the power plant for 25 years. JAKS will receive US454.5 mil (RM1.89 bil) during the construction period and 30% share of the independent power producer (IPP) business. The profit of about RM400 mil for JAKS will flow back into the JV company to fund JAKS’ equity portion. In other words, JAKS only needs to fork out RM203mil to own a 30% stake in the power plant. JAKS is also given an option to buy up another 10% of the JV company.
        
In essence, JAKS is sure to make RM400 mil during the construction period. Upon completion of the power plant project, both JAKS and its partner will enjoy profit every year for 25 years from the sale of electricity to the Vietnamese government.

As a co-founder of Mudajaya, Gamuda and IJM Corporation, I have more than 50 years of experience in the construction industry. In fact, I was involved in building more than 10 power plants and the first was Tungku Jaffar power station in Port Dickson, Negri Sembilan about 50 years ago.

I am very impressed with the Chinese contractor in the power plant construction. The piling for the foundation is almost completed, although you cannot see the piles but you can see the chimney under construction. The chimney is 170-meter-high which is 650 feet, equivalent to a 56-storey building.  

Mr Ang has just visited China to inspect the fabrication of the steel structure and the manufacture of the 4 units of 300 MW steam boilers. They must make sure the boilers can last more than 25 years.

Conclusion: Investors must note that when the company CEO and substantial shareholders are buying the shares, it can only mean that the share is under-priced.

xiaoji

售卖地皮的盈利好像没有出现在Q3的报表里面，对吗？

icy97

捷硕资源委财务总监

2017年12月6日
（吉隆坡5日讯）捷硕资源（JAKS，4723，主板建筑股）宣布，委任洪斯英（译音）为财务总监，1日起生效。

该公司昨天向交易所报备，现年43岁的洪斯英拥有接近20年的企业融资、企业策略、生意规划、并购与审计经验。

在这之前，他是捷硕资源的企业策略高级总经理。

加入捷硕资源前，他担任国库控股旗下Destination度假村与酒店私人有限公司企业策略高级副总裁。

他拥有行政管理硕士学位，也是澳洲会计师公会和大马会计师协会会员。【e南洋】

Date of change	01 Dec 2017
Name	MR ANG SI EENG
Age	43
Gender	Male
Nationality	Malaysia
Type of change	Appointment
Designation	Chief Financial Officer
Qualifications	- Master of Business Administration, Nottingham Trent University, United Kingdom.-Bachelor's Degree in Accountancy and Finance, Deakin University, Australia.-Member of Malaysian Institute of Accountants-Member of Certified Practising Accountants (CPA), Australia
Working experience and occupation	Mr. Steven Ang has close to 20 years of experience in corporate finance, corporate strategy, business planning, mergers and acquisition and auditing. Prior to his appointment as Chief Financial Officer of JAKS Resources Berhad (JAKS), Mr. Steven Ang was the Senior General Manager, Corporate Strategy of JAKS where he played a key role in managing matters related to financing, investor relations and strategy for group operations locally and Vietnam.His last role before joining JAKS was with Destination Resorts and Hotels Sdn Bhd, a wholly owned subsidiary of Khazanah Nasional Berhad where he was the Senior Vice President, Corporate Strategy. Prior to that, he spent part of his career in Middle East joining Nakheel PJSC, a Dubai World entity in Dubai as the Corporate Finance Manager and Msheireb Properties, a Qatar Foundation entity in Qatar as Financial Controller. He started his career in auditing and held regional finance roles with multinational companies.

icy97

专注建筑越南发电业务．捷硕拟淡出产业发展

（吉隆坡18日讯）捷硕（JAKS，4723，主板建筑组）产业发展业务受市场走缓冲击而蒙受亏损，导致该公司将调整业务方针至专注在建筑业以及越南的发电业务。

该公司首席财务员洪时英（译音）今日在股东特大会上表示，虽然有意淡出产业发展，该公司并未设定期限，何时才退出产业发展业务。

特大通过1.68亿售地

在日前的股东特大上，股东上批准该公司以1亿6759万令吉脱售在首邦市土地，有关脱售带来9710万令吉的赚益，该公司将用来摊还债务，将公司的负债比降至“舒适”的0.6倍。

洪时英表示：“我们现在在八打灵13区还有最后一项综合产业发展计划，随今日脱售首邦市土地，表示我们未来将专注建筑业，以及在越南的独立发电厂。”

八打灵13区的“太平洋之星”计划原订明年完成，现因市场缓和而延后一年完成。

洪时英说：“除此之外我们再无任何产业计划进行中。一旦太平洋之星完成，表示产业业务也完结了。”

询及该公司是否还寻求脱售Evolve Concept广场，该产业因市场走缓而难以找到买主。

他说：“Evolve Concept广场的出租率有65%，我们还在收取租金，但是现在的市道很难找到适合的买主，市场疲软，融资也是个问题。”

该公司现在在越南涉及18亿7000万美元的发电计划；除此之外，该公司也会继续竞标大马的建筑工程，特别是公司专长的废水处理和道路基建。

截至今年9月，该公司在本地的未完成订单为8亿5000万令吉，如果加上越南发电厂建筑，该公司手上有26亿令吉的计划。

文章来源：
星洲日报‧财经‧2017.12.18

icy97

icy97 发表于 3-10-2017 03:56 AM
捷硕资源2587万卖雪州地皮

2017年10月3日
（吉隆坡2日讯）捷硕资源（JAKS，4723，主板建筑股）以2587万3452令吉，脱售位于八打灵再也的地皮。

捷硕资源今日向交易所报备，与Hectare Square私人有限公司签署 ...

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	JAKS RESOURCES BERHAD (JAKS OR THE COMPANY)PROPOSED DISPOSAL BY JAKS TO HECTARE SQUARE SDN BHD OF A PIECE OF FREEHOLD INDUSTRIAL LAND MEASURING APPROXIMATELY 1.214 HECTARES OR 130,674 SQUARE FEET TOGETHER WITH A ONE STOREY FACTORY BUILDING ERECTED ON THE LAND FOR A TOTAL CASH CONSIDERATION OF RM25,873,452 (EXCLUDING GOODS AND SERVICES TAX) (PROPOSED DISPOSAL)
Further to the Company’s announcement made on 2 October 2017 on the Proposed Disposal, the Board of Directors of JAKS wishes to announce that the Proposed Disposal has been completed and JAKS has received the full sale consideration. This announcement is dated 2 January 2018.