moneySIFU

moneywhere | Joined since 2016-01-23

Investing Experience Intermediate
Risk Profile Moderate

Read more reports & do analysis, carefully make your own judgement. Don't listen to anyone but yourself bcos IT'S YOUR MONEY. 为你的梦想努力,做你自己金钱的主人,不随风逐流,不听风是雨,不追高贪胜

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News & Blogs

2022-02-18 13:40 | Report Abuse

Very exciting to hope the management can start to get more terminals with only 2 terminal contracts closed in 2021 due to pandemic.

The management has said before to get 3~4 TMC a year.

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Perak Transit is in talks with a number of local councils to renovate and refurbish transport terminals. Local councils own and operate more than 100 terminals in the country.

News & Blogs

2022-02-18 13:39 | Report Abuse

Let’s hope for better QR that to be announced this or next week

Stock

2022-02-18 13:37 | Report Abuse

Welcome & thank you, trader808, we learn from each other & hope to avoid any miss calculation

You too, may all of us have fruitful & satisfying journey in investment.

Stock

2022-02-18 13:00 | Report Abuse

It is very encouraging to have such slow & steady uptrend price movement.

It will be more solid & not similar to those pump & dump pattern.

Shares transacted for the past one week were 4-5 times of the average of the 4 weeks prior to that

Stock

2022-02-18 01:19 | Report Abuse

For the rest and all others, I am having the same thoughts with you, cheers!

“It will go up slowly, surely & safely.” - trader808

Stock

2022-02-18 00:26 | Report Abuse

Sorry, capex shoud be RM3.05mil, not 6.5mil

Stock

2022-02-18 00:15 | Report Abuse

B) Revenue from TMC. I may be wrong but I have different opinion that 1.2mil may be estimated annual income, instead of month income.

As period is 15 years with capital invested was 6.5mil, it may be making sense if 1.2mil fee is on annual basis

Stock

2022-02-18 00:11 | Report Abuse

A) the profit margin of 35% used may not so straight forward, as it consisted the consultancy fee that commanded very high margin which above 65%.

However, the management has stated these are rental, the corresponding costs should be lower or minimal, these may have much higher margin, say 50%++

Stock

2022-02-18 00:07 | Report Abuse

Dear trader808,

You have done your study & reading over PTrans and I personally trust all your sharing & comments were sincere.

There are few things may be it worth to think & reconsider the basis & assumptions used in your calculation and it’s my 2 cents opinion for open discussion & with intention to learn from each other.

News & Blogs

2022-02-17 17:31 | Report Abuse

Perak Transit executive director Datuk Cheong Peak Sooi highlights that since September last year, the group has seen new revenue contributions from two logistics tenants — B&L and UFO.

“We expect to see a new revenue contribution of around RM2.5 million to RM3 million every month,” he estimates.

Stock

2022-02-17 17:22 | Report Abuse

Concurrently, TMC is another potential growth factor for PTrans.

second-liner cities.....
controlled & contained covid situation.....

Upside: Huge
Downside: Limitted

My 2 cents opinion is this PTrans is Long term growth play with very decent dividend payout

Worth to continue hold.

Stock

2022-02-17 17:17 | Report Abuse

I found below interesting, which I previously discounted & projected with 900k per month only.

I thought it was wrongly stated in the earlier news, but now the director said it again publicly in the edge, it is very exciting to see something very good in the last Q result.

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Perak Transit executive director Datuk Cheong Peak Sooi highlights that since September last year, the group has seen new revenue contributions from two logistics tenants — B&L and UFO — at both Terminal Meru Raya and Kampar Putra Sentral. “We expect to see a new revenue contribution of around RM2.5 million to RM3 million every month,” he estimates.


Peak Sooi does not discount the possibility of Perak Transit allocating specific areas in other terminals for logistics hubs, as there are synergies.

“Imagine if our logistics tenants need to make deliveries — they can collaborate with bus operators. Buses to our terminals are from all over the country and Singapore,” he says.

Stock

2022-02-17 16:52 | Report Abuse

Good strong closing, well done, SCICOM.

let's do it slow & steady

Stock

2022-02-17 16:06 | Report Abuse

Very interesting

Stock

2022-02-14 15:14 | Report Abuse

In reality, we were taught to be polite & respectful to others and we don't comment simply just because we want to, because we know sometimes comments will draw serious consequences.

If this is nothing to do with you, what is your point to comment? Except you are what you said, nothing.

Constructive comment is welcome while empty trumpet is......mmm.... find a place to enjoy yourself & good luck to you.

Stock

2022-02-11 15:55 | Report Abuse

Hopefully today can stay above 1.20..... :)

Stock

2022-02-11 15:45 | Report Abuse

My near term TP will be RM1.52

IF Scicom can deliver 2.53 cents in the coming Quarters, if not next.

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moneySIFU My prediction is much conservative, hopeful next Q = 2.53 cents

estimated Q dividend: 2 cents (Yearly = 8 cents)

Possible TP = PE15 times = RM1.52


Dividend Yield at RM1.17 = 6.8%
Dividend Yield at RM1.52 = 5.3%

08/02/2022 4:01 PM

Stock

2022-02-11 15:43 | Report Abuse

Entered since 90c, topped up more when price was 1.06 to 1.14.

I like the dividend payout of this company & I have confidence in this company to do well in 2022 as e-commence is still not reaching the ceiling yet.

Stock

2022-02-09 10:08 | Report Abuse

Thanks Vivientac, for your kind insight explanation

Stock

2022-02-08 17:11 | Report Abuse

It will be a bonus to me if SCICOM can deliver good result from education division.

Otherwise, I will continue to keep an eye on its BPO business

Stock

2022-02-08 17:09 | Report Abuse

This EMGS/Education thing has been repeatedly mentioned by the Management years back

After reading SCICOM's past years' annual & quarterly reports, I am still unable to visualise the future of this business segment even until today, judging from the past years revenue generated from this activities.

Yearly Revenue for Education Division:

Jun 2021 - 2,000
Jun 2020 - Nil
Jun 2019 - 64,000
Jun 2018 - 118,000
Jun 2017 - Nil
Jun 2016 - 135,000

Stock

2022-02-08 16:02 | Report Abuse

My calculation does not count into the education thing

Only based on headcount.....

Stock

2022-02-08 16:01 | Report Abuse

My prediction is much conservative, hopeful next Q = 2.53 cents

estimated Q dividend: 2 cents (Yearly = 8 cents)

Possible TP = PE15 times = RM1.52


Dividend Yield at RM1.17 = 6.8%
Dividend Yield at RM1.52 = 5.3%

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valueinvestor79 EPS : 3sen . PE 15x , should be RM1.80.
08/02/2022 3:50 PM

Stock

2022-02-08 15:52 | Report Abuse

See if this time can stay above 1.15 or not

Stock

2022-02-08 15:51 | Report Abuse

Thanks vivientac for your sharing & all other fellow members

Love the dividends & future potential of this Scicom.

Not the sexy tech type but definitely type of can sleep peacefully & well during the night without worrying too much

Stock

2022-01-20 21:10 | Report Abuse

Mind to share little info? vivientac?

Stock

2022-01-14 22:39 | Report Abuse

No down how to buy cheap? I don’t know how others do, as for me, I just keep buying slowly when price below 1.10

News & Blogs

2022-01-10 10:32 | Report Abuse

you didn’t illustrate the basis of setting your own TP, making your article just merely look like normal newspapers news

Stock

2022-01-01 00:56 | Report Abuse

Hope you will be right, I really hope to buy more

Stock

2021-12-28 22:23 | Report Abuse

This is so terrible & finally SC is acting on it. May the ones who committed the fraud & cheated on public money receive their judgement accordingly

News & Blogs

2021-12-27 19:49 | Report Abuse

A corporate man who got himself corrupted by the culture practiced by dirty politicians

Precisely!!

Stock

2021-12-24 17:02 | Report Abuse

Thanks amilytay

amilytay Break above 4000 staff .
05/12/2021 12:34 PM

Stock

2021-12-24 17:02 | Report Abuse

Me too, collect everyday, though my entry price is lower than current price, but still very attractive at this price

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2021-12-16 23:58 | Report Abuse

Record revenue & profits, congratulations to all

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2021-12-14 20:51 | Report Abuse

Potential growth factor in 2022:

1) Rental from logistic customers, with minimum of RM650k per month for now, started from September 2021, with potential of higher amount in coming months.

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). 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%).

2) 3 to 4 contracts on Terminal Management Services (TMS)

management is expecting 3 to 4 contracts next year. Estimated yearly contribution of at least RM3~4 mil upon fully execution.

3) higher rental collections post MCO lockdown

Stock

2021-12-14 20:39 | Report Abuse

I personally look for PE10~11, compared to PE15 for Airport, due to smaller size of PTrans.

News & Blogs

2021-12-13 17:15 | Report Abuse

May God bless your mother speedy recovery & comfort in her body and all your family members with peace & strength

News & Blogs

2021-12-10 23:31 | Report Abuse

History has proved that more than 90% of the predictions by this Nanyang analysis were wrong & unjustifiable

News & Blogs

2021-12-10 23:29 | Report Abuse

The Title should be:

From Segambut to Singapore, From Singapore to NY

Stock

2021-12-10 23:26 | Report Abuse

This is not wise to say like that. These are only very few bad one, it happens to all people group.

There are so much much more good people in Malay & Bumiputera. We are family, brothers & sisters under the roof of Malaysia.

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IdleMoney66 GG karim and the board....such an irresponsible person. Pretend good infront of public and do the other way at behind exactly same as our Malaysia govt.....Same kind of people = Malay Bumiputera
10/12/2021 11:08 PM

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2021-12-10 13:54 | Report Abuse

Overall, opinions are still opinions, it’s subjective, no right or wrong, use whatever methods as long as you like it.

Stock

2021-12-10 13:49 | Report Abuse

If compared EV method, NTA method will be more useful when calculating assets & business value of an enterprise.

Ignoring the profitability & future prospect of an enterprise.

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2021-12-10 13:34 | Report Abuse

I personally hardly use EV method nowadays. Even though it used to give little help for someone to buy out as a whole of the business, and yet it is still considered not decisive one.

Let’s refer back to stock market, why it has become bit of irrelevant today? Because it does not consider the profitability of a business at all, be it current or future one.

For example, Scicom NTA is 0.30, now priced at 1.12, overvalued?

How about Tesla? Meta? Alphabet? Extremely overpriced?

Any how, it’s your choice to use if it fits you

Stock

2021-12-07 22:23 | Report Abuse

Thanks for such great efforts & most importantly, unselfishly sharing of your hardworks.

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Johnzhang YTD return (i.e. from 4/1/21 to 6/12/21 period) solely based on capital gain (Dividend paid during the period is not considered in the calculation)

KLCI index - 8.83%
CPO + 37.3%

The mid/small cap plantations :
1. Innoplant + 13.79%
2. MHC + 12.82%
3. Taann + 12.16%
4. Bplant + 7.94%
5. SWKpltn + 7.62%
6. THplant + 5.26%
7. HSpltn + 4.97%
8. KMLoong - 4.43%
9. Cepat - 5.80%
10 TSH -6.96%
11 SOP - 12.50%
12 Jtiasa - 33.52%
13 TDM - 34.72%

The big Cap plantations :
1. UP. - 4.14%
2 KLK - 14.91%
3. IOI - 17.61%
4. Simepltn - 24.45%
5. GENP - 31.33%

I leave it to individual to digest and interpret the above numbers.
07/12/2021 7:07 AM

Stock

2021-12-06 15:25 | Report Abuse

Keep watching this share price movement everyday, added little today

see if can add more when lower

Stock

2021-12-06 15:23 | Report Abuse

As long as there is no accounting fraud (SD), or risk of losing big customers due to ESG risk (ATA), or ESG concern over palm oil industry, I am continue to add little by little over this counter.

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2021-12-02 12:37 | Report Abuse

Easy target, no surprise

NatsukoMishima Andy hall targeted VS , already spread in USA !
02/12/2021 12:32 PM

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2021-12-02 12:33 | Report Abuse

Malaysian companies in Malaysia business environment are treating foreign workers mostly the same

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2021-12-02 12:27 | Report Abuse

Ikan bilis always the losing end in terms of news, drops so much also don’t know why, not dare to go in after ATaims case