Sudden see Alfred Chen so bullish on a sector

volume coming. Hope for good QR & dividend

I checked the last 4Q profit were ok even before the acquisition. Looking for to 2 sens final dividend since the company cash is piling up.

Eurus1973, ask Aminvest

https://klse.i3investor.com/servlets/ptres/61179.jsp

52 weeks high

wow what a performance?!?

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3227561

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3223847

https://www.youtube.com/watch?v=r7wC_YF5FxY

this botak likes Wellcall?

Is in Kenanga report.
https://klse.i3investor.com/servlets/ptres/61215.jsp

The Group reported marginally higher revenue of RM35.2m for 3QFY21 due to higher rental income from leasing of commercial area in Terminal Meru Raya and Kampar Putra Sentral to new logistic tenants which commenced in Sept 2021. The leasing is on percentage rent basis and is expected to contribute around RM2.5m-RM3.0m per month, subject to the growth of the logistic tenants. The higher rental income was partly offset by lower project facilitation fee (PFF) of RM11.8m (3Q20: RM14m), bus operations of RM5.5m (3Q20: RM6.5m) and petrol station operations of RM5.3m (2Q20: RM6.6m).

Reported by Public bank.

https://klse.i3investor.com/servlets/ptres/61212.jsp

On top of higher prices, the profile of palm are young and maturing fast too. I do expect production to increase significantly in 2022.

The disposal of GLM will allow the company to have more time & working capital to concentrate on productive areas.

The prospect of the company looks wonderful to me.

Clean & simple. Money printing company

Currently, PTRANS has two logistics tenants taking up 30~40% of Terminal Meru Raya and 10% of Kampar Putra Sentral. PTRANS will earn from the greater of percentage of revenue share or RM500k/month (for customer B) and RM150k/month (for the smaller customer U). While management is guiding a monthly contribution of RM2.5m to RM3m from the logistics business, we conservatively estimate RM1m monthly contribution for now. PTRANS hopes to bring on more logistics tenants to beef up the occupancy at Kampar Putra Sentral, which currently stands at 60% (vs. our full-year expectation of 70%). (Kenanga)

This alone conservatively will contribute 3M/Q and push to Q profit to 16-17m. Push the EPS from 2.15 to 2.6?

Peace99, I heard a tie up a tele tower company to provide some advert unipoles in all the buses and station.

Thanks, risktoreward. Good point but what is bearer plants dispute?

Expecting some announcements either over the weekend or Monday

Orderbook at SPV segment, on the other hand, swell to RM138m as at 30 Sep 2021 (from RM70m as at 30 Jun 2021), due to new contract secured (amounted to ~RM77m, which will be recognised over the next 2 years).

above my expectation

"The result for the current financial period was undermined by an allowance for impairment loss on bearer plants under
dispute of RM5.7 million."

Can anyone help me to understand this more?

today?

icst1975, this revenue from logistic & distribution companies has near 100% profit margin and going to push the company profit to another level

Peace99, yes you nailed it. this stock will give you good capital gain with safety net of decent dividends.

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=120565&name=EA_GA_ATTACHMENTS

commendable QR with higher dividend. 80 sens is still cheap cheap to say the least

Yeah. improving dividend payout

Hope to see more aggressive volume

correct bojed. There will be dividend every quarter now. the QR & dividend will be announced this evening

expecting the same 0.8 sen dividend

broke Rm3 with improving volume

very bullish prospect

The high vaccination rate in Malaysia has led to a decrease in Covid-19 cases to enable the government to reopen the economy
gradually and ease movement restrictions throughout the country.
The effective tax rate was different from the statutory tax rate of 24% due to share of profit in associate and joint venture which
was net of tax and certain expenses which were not deductible for tax purposes.
The World Bank has lowered Malaysia’s 2021 economic Gross Domestic Product (GDP) growth rate outlook for this year to 3.0%
from the previous rates of 6.0% and 4.5%. Although International Data Corporation (IDC) forecasted a growth of 7.1% for 2021
on the ICT products that we are distributing, for the first 3 quarters of this year we have outgrown the IDC forecast and we shall
maintain the momentum.
Individual Quarter Cumulative Quarter
Most business sectors are back in operations and many are rushing to digitalize and automate their business processes. The yearend budget spending and the number of pending projects from the public sector and enterprises including telco 5G infrastructure
projects are expected to enhance the prospects of our Enterprise Systems segment.
Barring any unexpected matters arising from the Covid-19 pandemic, we are optimistic of our outlook for Q4 FY2021.
The ICT retailers are in full operations for the last few months with the demand for consumer products continuing to gain
momentum but many vendors are still unable to fulfil our backlog orders due to shortage of components in the supply chain. We
expect the year-end festive season to spur higher consumer spending on ICT products.

Expecting a flat QR of around 13.5mil profit to be announced on Tuesday?

volume returned.

http://perak.chinapress.com.my/20211102/%e9%9c%b9%e9%9b%b3%e5%8d%b3%e5%b0%86%e8%bf%8e%e6%9d%a54%e5%a4%a9%e8%bf%9e%e5%81%87-%e6%80%a1%e4%bf%9d%e5%be%80%e8%bf%94%e5%90%89%e9%9a%86%e5%9d%a1%e7%81%ab%e8%bd%a6%e7%a5%a8%e5%94%ae%e7%bd%84/

See nothing wrong with the QR and higher dividend at 1 sen. Hard to justify the selling?

Bowls, that was exactly what I told them but they have decided so and I'm not in any position to advise them otherwise.

micsoh, if you don't trust what I told you. It is your decision and I respect that. Perhaps you should learn to respect others opinions too.

I called my PBB dealer and she referred to her research department & it is CONFIRMED that 53 sens is a mistake & it should still be 1.16. Which statement that I made you are still doubtful about?

First of all, let's understand that there is nothing wrong with the news. It can't be viewed as negative to Ptrans business and hence no justification in downgrading the TP.

Public Invest Research DID make the mistake in putting 53 sens as TP of Ptrans. I3 picked that up & published it. That was what I meant 'i3 has pickup the wrong TP posted earlier'

Public Invest Research admitted the mistake and put 1.16 back as the TP but they are not going to publish it until they write again on Ptrans.

Hope I have made it absolute clear enough now.

Public Invest Research has confirmed that The TP remains at 1.16. It is just that i3 has pickup the wrong TP posted earlier.

They have to have a very strong reason or reasons if they are going to convince any investors with such a huge drop in TP.

On schedule

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3188605

Plantation & Refinery will contribute more significantly in the Q to come

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3185237

Do they make ambulance?

In my opinion, the chances of miss management is not high considering the fact that the board has many years of experience in the palm oil industry and Mr Mak Chee Meng was dedicated to take care of the green field development of the entire project. I also rule out the possibility of labour shortage. I notice that the sector include oil milling too. I think the losses (2020 - 12.7mil & 2019 - 19.7mil) and the last Q we have a small profit of 1.7mil was due the high new planting cost & start up cost of the oil mill.

They are suppose to get more aggressive last year in planting and I'm disappointed to note the low planting acreage of only 200 Hectares for 2020.

The lower revenue QoQ is due to lower production. The production for next Q onwards should be heading north. Hopefully, the oil mill will achieve better economy of scale with higher production.

Utilization rate for our refinery plant in 1Q21 is 10%. This segment recorded
a higher revenue of RM58.3 million & a profit of 851,000. Any comments????

https://cbip.com.my/wp-content/uploads/2021-first-quarter-results-update.pdf

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3165430

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3159574

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3126088

Dato' Sri started buying yesterday.

They push down now seems to be very deliberate.

We initiate coverage on Perak Transit with a BUY
recommendation and fair value (FV) of RM1.25. We see
many similarities between this operator of modern public
transport terminals and an airport operator. We value
Perak Transit at RM1.25 based on 15x its FY22F EPS, at a
30% discount to our FY22F target PE of 22x for Malaysia
Airports.
 Here’s why we like Perak Transit:
1. Its unique business model, i.e. the operation of
modern public transport terminals, also known as
integrated public transport terminals (IPTTs) that
emulate airports with spacious and brightly lit
shopping, dining and waiting areas, and clean public
facilities, particularly the washrooms. This entices
visitors and commuters to spend more money and
time in the terminal prior to their departure or upon
their arrival, or while sending off or picking up their
loved ones. This captive traffic is monetized in the
form of rental incomes from commercial units and
advertising space within the terminal;
2. Perak Transit has proven the commercial viability of
this business model in its Terminal Meru Raya in Ipoh
(an interstate transportation hub) and the newly
opened Terminal Kampar Putra Sentral in Kampar.
Kampar Putra Sentral is supported by a high and
fast-growing student population in the campus town.
This student population has high propensity for
travel during school breaks and festivities, as well as
during weekends for leisure; and
3. The vast opportunities for Perak Transit to replicate
this successful business model. Already, it has at
least three more projects in the pipeline, namely, in
Bidor, Tronoh and Kuantan.
 We project Perak Transit’s earnings to grow by 22% and
10% in FY21–22F underpinned byhigher footfalls, and
hence improved rental and advertising incomes arising
from: (1) the normalisation of intrastate and interstate bus
passenger travel (including the student population in
Kampar) assuming the Covid-19 pandemic is to gradually
come under control by 2H2021 with the availability of
effective vaccines; (2) Kampar Putra Sentral’s first fullyear
contribution from FY21F; and (3) the organic growth
in bus passenger travel post-pandemic.
 At 9–11x forward earnings, we believe Perak Transit
offers investors a good opportunity to own a defensive
public infrastructure business that is replicable for
growth at bargain valuations.

AmInvestment Bank Company report