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We already knew who are them. Just let admin and authority deal with it. On our part , we make sure this thread is peaceful
behonest ( Date: 07-Jul-2023 13:04) Posted:
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what made you and ur ah pek friend think so?
piscesmonkey ( Date: 30-Jun-2023 10:04) Posted:
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Let's wait for results announcement next month
Pro_trader ( Date: 06-Jul-2023 09:10) Posted:
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Doubt it is a cash cow. Generally, overall returns on utility companies have been a dismay. One is better off parking into govies or high grade bond without the accompanying equity risk.
bernardc ( Date: 06-Jul-2023 07:54) Posted:
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It is not going to be a phoenix..
But a fat cow collecting money regularly
Pro_trader ( Date: 05-Jul-2023 15:14) Posted:
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A utiltiy company is not a tech growth stock just like a chicken can never hope to be a phoenix.
Too much hype over this hydroplant business with many only looking at potential upside but few considering all the risks. Has ISDN a track record of operating profitbale hydroplants? Hydroplants is a utility business and subject to heavy regulations. The operators will not be able to freely increase prices etc or may be subject to price caps or the government may introduce more competition to decrease prices etc.
Too much hype over this hydroplant business with many only looking at potential upside but few considering all the risks. Has ISDN a track record of operating profitbale hydroplants? Hydroplants is a utility business and subject to heavy regulations. The operators will not be able to freely increase prices etc or may be subject to price caps or the government may introduce more competition to decrease prices etc.
Yes hydro plants will contribute to the co' s top and bottom line... but the next hydro plants may only be ready in end 2024 or 2025.
Have to be watchful on how the Co' s fare on its sales and profitability relating to China market. If the fall in revenue and profitability is substantial, that will not arrest the slide in the top and bottom lines even with the powerplants now commercially operating.
Have to be watchful on how the Co' s fare on its sales and profitability relating to China market. If the fall in revenue and profitability is substantial, that will not arrest the slide in the top and bottom lines even with the powerplants now commercially operating.
The CEO claimed it is contributing 18%. For information, the first plant of 10 MW @ Lau Biang was in operation only in December 2022.
https://www.marketscreener.com/quote/stock/ISDN-HOLDINGS-LIMITED-6811966/news/ISDN-Holdings-Limited-Commercializes-its-First-10-MW-Hydropower-Plant-on-31-December-2022-42656616/
https://www.marketscreener.com/quote/stock/ISDN-HOLDINGS-LIMITED-6811966/news/ISDN-Holdings-Limited-Commercializes-its-First-10-MW-Hydropower-Plant-on-31-December-2022-42656616/
bernardc ( Date: 04-Jul-2023 16:17) Posted:
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Not all power plants owners are making money. This is because the Indonesia power tariff are capped low, around 9 us cts per kwh. Hydroplant owners have better chance to make it but not those other type of plants. Many are not doing well. Moreover, the Government' s policies are not all for power generation for example, suka suka, they put a power cap limiting on how much one can produce, They buy the excess power at half price.
https://www.thejakartapost.com/news/2020/07/01/it-sends-a-negative-message-hydropower-players-lament-pln-power-cap-in-sumatra.html
There are also quite a few players in the market. China also tried to push into Indonesia
https://www.ft.com/content/1a8c599c-cd56-4b94-85fd-7d9d398312eb
https://www.thejakartapost.com/news/2020/07/01/it-sends-a-negative-message-hydropower-players-lament-pln-power-cap-in-sumatra.html
There are also quite a few players in the market. China also tried to push into Indonesia
https://www.ft.com/content/1a8c599c-cd56-4b94-85fd-7d9d398312eb
stockpicker ( Date: 04-Jul-2023 16:15) Posted:
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Yes ISDN directions will be in hydro plants. A part of their profits will from come from here.
bernardc ( Date: 04-Jul-2023 16:17) Posted:
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Based on last year report..
Mini hydro power plans is contributing about 18℅
Of ISDN profitability.. Let's see h1 2013 says..
TraderBen ( Date: 04-Jul-2023 16:04) Posted:
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If one follow the Annual report in here,
https://isdnenergy.com/investorrelations.html
ISDN acquired a company called AEnergy in 2018. The AEnergy was an associated company that carried out a few hydropower projects in Indonesia. After the acquisition, they dropped reporting the hydropower excep the one in North Sumatra. It could be that acquisition did not come with the ownership of the existing hydropower plant projects. Anyway, they have just COD the 3 power plants. Understand that the first plant can contribute an earning of 18% based 2022 financial probablty, the 2 other just completed could add another 20%. But this will come after sometime in operation.
https://isdnenergy.com/investorrelations.html
ISDN acquired a company called AEnergy in 2018. The AEnergy was an associated company that carried out a few hydropower projects in Indonesia. After the acquisition, they dropped reporting the hydropower excep the one in North Sumatra. It could be that acquisition did not come with the ownership of the existing hydropower plant projects. Anyway, they have just COD the 3 power plants. Understand that the first plant can contribute an earning of 18% based 2022 financial probablty, the 2 other just completed could add another 20%. But this will come after sometime in operation.
bernardc ( Date: 04-Jul-2023 12:18) Posted:
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oh IDSN into hydropower? ,, thats a good thing to know.. i believe hydropower is the next big thing after EVs.. now the Japanese car makers all waiting to mass produce..
FrancisLim ( Date: 04-Jul-2023 15:46) Posted:
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Under the old thread which was taken out for reasons unknow, there was a forum contribution who had very detailed knowledge of the power plants. Hope he would reply to your queries although probably the co' s presentation slide before its recent financial statements have the info.
bernardc ( Date: 04-Jul-2023 12:18) Posted:
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Anyone e know.. How many gw of hydropower . ISDN has on hand??
When the hydropower proje
ct started.. In 2013 ISDN was looking at, about 110gw..dont know what happened to those projects..
At the moment ISDN has 20.4mw of commercial power plants approved for commercial distribution..
Anyone has, any news on future projects??
relax and sit back.
This morning so far, hardly any liquidity...
Come here, read for fun, sometimes can get some good tidbits and ideas.
Sometimes kaypoh a little, put in some comments, vent some frustration.
Don' t be too emotional, don' t get into seious and protracted argument/dispute with anyone.
At the end of the day, whether experts or novices, there is always investment bias (those
who short or intend to short or want to buy in low will say bad, those who are in and waiting to cash out will say good I am not exempt).
So, do your research, follow the news (real news, not rumours or somebody' s opinion)
and if the fundamentals when you bought in are still intact, stick by your guns and
ignore all extraneous noises, whether from experts or novices.
If fundamentals have deteriorated, then maybe it is time to get out.
But make your own decision, don' t follow anyone, especially stockbrokers'
analysts.
Just my 2c, peace and have a good day.
Sometimes kaypoh a little, put in some comments, vent some frustration.
Don' t be too emotional, don' t get into seious and protracted argument/dispute with anyone.
At the end of the day, whether experts or novices, there is always investment bias (those
who short or intend to short or want to buy in low will say bad, those who are in and waiting to cash out will say good I am not exempt).
So, do your research, follow the news (real news, not rumours or somebody' s opinion)
and if the fundamentals when you bought in are still intact, stick by your guns and
ignore all extraneous noises, whether from experts or novices.
If fundamentals have deteriorated, then maybe it is time to get out.
But make your own decision, don' t follow anyone, especially stockbrokers'
analysts.
Just my 2c, peace and have a good day.
Utilities Coy.. Growth stock for the past year..
Until the Ukraine war us over..
Most of the time.. Utilities are just like fixed deposit.. Money coming in regularly..
This motion control control Coy has evoked through the years..
With thousand of customers.. Their business is very stable compared to cyclicals
...
Low liquidity this morning. Next week, trade ex dividend...