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9,932 comment(s). Last comment by zen_2k at Jun 20, 2021 10:25 AM
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ruby20
308 posts

Posted by ruby20 > Jun 2, 2021 1:36 PM |

Post removed. Why?


Papayashot
284 posts

Posted by Papayashot > Jun 2, 2021 6:14 PM | Report Abuse

I see thanks Jeff7. It rented out to agencies via fixed contract ya.. Wondering whether this agent will continue with their contract in subsequent years. Personally speaking, I lived nearby. It seems to me that their bus terminals are not that happening... My personal feeling.


vincent cym
392 posts

Posted by vincent cym > Jun 2, 2021 6:52 PM | Report Abuse

if DY2021 net profit 45m, dividend payout 40%, how many cent dividend?


antoniomc27
68 posts

Posted by antoniomc27 > Jun 2, 2021 8:46 PM | Report Abuse

hi Papayashot what terminal you refer to, Amanjaya or Kampar? And when was it not happening? Are you talking about pre-covid times, or during covid? Regards.


Jeff7
296 posts

Posted by Jeff7 > Jun 2, 2021 10:09 PM | Report Abuse

Hi antonoimc27,

Project facilitation fee is a fee received to provide consulting services in relation to bus terminal/mixed development and operations to prospective clients.


Jeff7
296 posts

Posted by Jeff7 > Jun 2, 2021 10:13 PM | Report Abuse

if you all have any questions, can contact ptrans IR, which i get a very prompt reply from Jennifer which i think is their CFO. Lean management with high responsive. which i prefer these kind of management compare to the other companies that their IR, i emailed them few times also no respond.


Jeff7
296 posts

Posted by Jeff7 > Jun 2, 2021 10:14 PM | Report Abuse

have to give them a thumbs up on the prompt reply and the serious on business and also investor relationship. my email get replied within 5 hours


Jeff7
296 posts

Posted by Jeff7 > Jun 3, 2021 7:03 PM | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3163953

Bonus issue for warrant


Foker
1005 posts

Posted by Foker > Jun 3, 2021 9:23 PM | Report Abuse

Stop hounding PTRANS for info u can easily get through the internet la


roger3210
392 posts

Posted by roger3210 > Jun 4, 2021 1:23 AM | Report Abuse

ANEKA(0226)业绩分享
以去年上市的公司来说,鲜少有公司至今依然处于低于 IPO 的价位 – 而今天分享的 ANEKA 以目前来说,对比其 IPO 价格的 RM 0.330 一股还低;那今天的分享将会讲述 ANEKA 的业绩、公司的前景以及公司的估值。不过由于公司并无按年可比较的数据,因此将主要对比 FY 2021 Q1 为准。

• ANEKA 在该季度(“FY 2021 Q2”)的营业额为 RM 29.3 Million,对比 FY 2021 Q1 的 RM 32.1 Million 下跌了 8.63%;而以目前来说,公司有约 RM 27.0 Million 或 92.00% 的营业额来自于马来西亚的业务,剩余的 8.00% 则是来自于印尼方面的业务。

• 管理层在季报内有提到,公司因为 MCO 2.0 而导致工程被拖缓;不过据我所知,公司在 MCO 后打桩机的使用率偏高,甚至于需要租借同行的机械来进行工程 – 反映出公司的业务已经持续出现了好转。

• 虽然公司并无提及他们的订单,但公司在近期内持续获得多个建筑项目的订单;如公司获得 Nakano Construction Sdn. Bhd.(“NCSB”)价值 RM 28.9 Million 的订单、同时也获得了 Gaya Kuasa Sdn. Bhd.(“GKSB”)价值 RM 16.4 Million 的订单以及最近其公司获得 IJM Construction Sdn. Bhd.(“ICSB”)价值 RM 77.8 Million 的订单,合计为 RM 123.1 Million,这除了反映出 ANEKA 的订单状况良好之外,也显示出建筑领域 – 尤其是私人领域依然在持续发展中。

• 另外,公司在 Note A9 内虽然提及公司分别有建筑业务(“Construction”)以及设备租凭(“Rental Equipment”)的业务;不过为了避免读者亲自阅读季报会混淆,直接参考建筑业务就行,基本上租凭的业务是公司属于自己的业务,在最后会被回扣出来。

• 以毛利而言,公司在该季度的毛利为 RM 4.8 Million,对比 FY 2021 Q1 的 RM 5.2 Million 下滑了 7.25%;管理层提及该季度的业绩下滑主要是因为营业额下滑,不过毛利率在该季度也从 16.14% 提升到该季度的 16.39%。

• 以净利而言,公司在该季度的净利为 RM 1.4 Million,对比 FY 2021 Q1 的 RM 0.5 Million 亏损则是改善了 399.14%;这主要是因为在 FY 2021 Q1 公司有一次性的 RM 2.2 Million IPO 费用导致亏损加剧 – 接下来公司并不会再被 IPO 费用影响。

• 提及 IPO 集资的资本来说,ANEKA 在近期也做出了非常有趣的举动;即公司原本将购置一台钻孔直径为 2.5 米、钻孔深度为 87.0 米的钻孔机械更换为暂钻孔直径 3.7 米、钻孔深度为 100.0 米的机械,另外也将原本打算偿还银行贷款的资金用在购置该钻孔上 – 以个人对于公司的了解,若非业务良好,公司鲜少会将偿还贷款的数额用在购置机械上,配合上述公司获得的合约,很难不想象公司接下来的业绩会持续改善。

• 以净经营现金流而言,公司在该季度的净经营现金收入为 RM 3.1 Million,而对比 FY 2021 Q1 的 RM 2.6 Million 净流出来说改善了许多;不过客观而言,建筑领域的现金流并不稳定,因此最好还是等待整个财政年完成再做出对于现金流的评估。

• 以公司的现金而言,目前 ANEKA 剔除在银行高达 RM 8.7 Million 的定存以及 RM 2.8 Million 的银行透支,实际流动现金为 RM 12.4 Million;虽然债务高达 RM 27.3 Million,但绝大部分都是贸易用的贷款,通常都为短期,因此短期内,公司应暂无现金流方面的问题。

• 目前 ANEKA 也依然并未公布派发任何股息。

以 ANEKA 这家公司来说,公司对比起其他的建筑领域的公司确实缺少曝光率。不过我们看到公司最坏情况已经过去,业务也随着公司获得众多合约有望持续改善。不过要回到公司巅峰的表现依然需要一段时间 – 而目前公司的估值为 52.12 倍的 P/E,若是以每个季度 RM 1.5 Million 的净利来计算的话,折合净利为一年 RM 6.0 Million;根据这样的计算方式而言 ANEKA 的未来 P/E 估值大约为 26.83 倍。

而有趣的是,公司的同行 ECONBHD(5253)目前依然是负 P/E 估值,而 PTARAS(9598)则是较为合理,目前在 12.25 倍。但已过去打桩领域来说,普遍比一般的建筑公司高出 2 倍左右的估值(ECONBHD 以及 PTARAS 的 5 年平均值分别为 32.10 倍以及 21.10 倍),因此 ANEKA 如果持续获得新的合约,继续成长下去的话,则是非常不错的。配合目前市场因为疫情而恐慌,ANEKA 的股价也并无太大的波动,或许大家可以开始关注这家比较被市场冷落的建筑公司。


micsoh
1050 posts

Posted by micsoh > Jun 4, 2021 10:29 AM | Report Abuse

What is wrong with this share, no stop dropping?good news bad news all dump.


tanfooxuan
177 posts

Posted by tanfooxuan > Jun 4, 2021 10:39 AM | Report Abuse

KLCI no energy again, haiz...need to wait until MCO end


HeLLo Cannot (=^x^=)
1564 posts

Posted by HeLLo Cannot (=^x^=) > Jun 4, 2021 10:52 AM | Report Abuse

goreng signal green, bus going fly, ini kali lah


tksw
11681 posts

Posted by tksw > Jun 4, 2021 3:45 PM | Report Abuse

gostatn to station 685 liao....contra player who chase bus got to plan cut loss liao...


tksw
11681 posts

Posted by tksw > Jun 4, 2021 4:17 PM | Report Abuse

station 680 pun sampai... really no license driver...


tanfooxuan
177 posts

Posted by tanfooxuan > Jun 4, 2021 4:21 PM | Report Abuse

dun worry, enjoy agong birthday and next week will back to 0.750


Petronas
825 posts

Posted by Petronas > Jun 6, 2021 8:49 AM | Report Abuse

Uptrend


OscarC
53 posts

Posted by OscarC > Jun 6, 2021 11:15 AM | Report Abuse

https://klse.i3investor.com/m/blog/The1994Investor/2021-06-05-story-h1566072312-PTRANS_An_Interesting_Prospect_To_Watch.jsp


tksw
11681 posts

Posted by tksw > Jun 9, 2021 9:40 AM | Report Abuse

those rush to buy tickets at station 700 and above for minibus tickets suffer now, ,, really no license bus driver...


tksw
11681 posts

Posted by tksw > Jun 10, 2021 9:32 AM | Report Abuse

ticket price now is around 225 pre-consol..... converted daughter all loss mani... veli pais this bus driver.


DingHai888
39 posts

Posted by DingHai888 > Jun 10, 2021 10:14 AM | Report Abuse

https://www.facebook.com/578782015914608/posts/1244516792674457/


cheeseburger
2040 posts

Posted by cheeseburger > Jun 15, 2021 10:04 PM | Report Abuse

the bus engine will start soon, sit tight...get your ticket now


CCWONG
44 posts

Posted by CCWONG > Jun 16, 2021 12:02 PM | Report Abuse

With full vaccination & economy back to normal, Ptrans will fly.


Foker
1005 posts

Posted by Foker > Jun 16, 2021 10:26 PM | Report Abuse

Analyst who give TP of RM 1.00 and above should be fired.


Foker
1005 posts

Posted by Foker > Jun 16, 2021 10:27 PM | Report Abuse

If they can't value a simple stock like PTRANS, they shouldn't be keeping their jobs


Begineer
333 posts

Posted by Begineer > Jun 17, 2021 7:50 PM | Report Abuse

i think anything below 60cent worth to consider


tksw
11681 posts

Posted by tksw > Jun 18, 2021 11:49 AM | Report Abuse

oiyo... so meni sell signals come out...


tksw
11681 posts

Posted by tksw > Jun 18, 2021 11:50 AM | Report Abuse

Begineer sifu, slow slow wait arr...


tksw
11681 posts

Posted by tksw > Jun 18, 2021 11:57 AM | Report Abuse

now ppl think cheap go buy for free warrant, those bot 700 and above all kena...


OscarC
53 posts

Posted by OscarC > Jun 19, 2021 9:53 AM | Report Abuse

free warrant will adjust mother share price ?


Petronas
825 posts

Posted by Petronas > Jun 19, 2021 10:20 AM |

Post removed. Why?


zen_2k
572 posts

Posted by zen_2k > Jun 20, 2021 10:25 AM | Report Abuse

chill la, long-sighted a bit

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