Posted by Echo > 2017-07-20 22:12 | Report Abuse

这么多年收不到的账既然败账少之又少，真的会让人心生疑虑。

Posted by investodiva > 2017-07-20 23:56 | Report Abuse

收不收回还不知道，想知道原因，management在干嘛？请问有人在agm问吗？

Posted by investodiva > 2017-07-21 00:04 | Report Abuse

Anyone asked in agm why receivable increase so much? When can reduce?

Posted by MrJJ > 2017-07-21 01:48 | Report Abuse

其实之前一心想要下到1.29才买进，结果前几天在1.31时就开始买进了，还算满意。开始觉得凡事都不必算到太尽。一只有前景又冷了那么久的股，现在任何低价买进都是值得的

Posted by MrJJ > 2017-07-21 01:56 | Report Abuse

@echo 也别太过犹豫。至少它们未来的成本已大大减少 并且距离目标的合约数目已逼近。过去几年上头所承诺的大部分都已实现。可见管理层是能够被信任又有远见的。

Posted by stockintalk > 2017-07-21 07:08 | Report Abuse

公积金看中Mitra 原因如下:
1) 盈利2017财政年。
2) 2H 2017 获得建筑合约工程。(insiders 料早已知道)
3) 已经一年了，股价处于rm1.30+-,完全被忽略。
4) 2017财政年会收到的账。

Posted by stockintalk > 2017-07-21 07:09 | Report Abuse

不是receivable的话，其实早已就是净现金公司了。

Posted by stockintalk > 2017-07-21 07:20 | Report Abuse

diva, 还没收回的账，我们不能完全责怪management. 很多时候是顾客的态度。

Posted by stockintalk > 2017-07-21 07:30 | Report Abuse

2016财政年Mitra 盈利达rm117 mil, 这点比起同行的强很多，相信也是EPF 留意到的其中理由。

Posted by Echo > 2017-07-21 08:30 | Report Abuse

收不到的账变成坏账抵消就要提防了。

Posted by stockintalk > 2017-07-21 10:17 | Report Abuse

在建筑股里，EPF 绝对不会买错的counter.

Posted by stockintalk > 2017-07-21 10:17 | Report Abuse

TP rm1.89-1.95 remained INTACT.

Posted by wenlijianqinyun79 > 2017-07-21 10:21 | Report Abuse

Echo, 你可以选择window shopping先。

Posted by wenlijianqinyun79 > 2017-07-21 10:22 | Report Abuse

如果你怕，一旦vol coming, 才入场。

Posted by stockintalk > 2017-07-21 10:46 | Report Abuse

我排着rm1.32 还没MATCH.

Posted by Yap Wai Loon > 2017-07-21 10:54 | Report Abuse

From what I know their project I can say 80 to 90 percent government job. Collection might b slow due to government also very tight at the moment soon or later they able to collect unlike other construction company. Can see they business keep growing n own development is coming up definitely profit will be higher nothing to worry.

Posted by Yap Wai Loon > 2017-07-21 10:57 | Report Abuse

Epf keep buying n big boss holding about 40% soon something will happen my personal view this company can invest unlike those glc company. For construction line one of the growing fast company.

Posted by wenlijianqinyun79 > 2017-07-21 11:06 | Report Abuse

我排在1.31 完全没动静。。。。。。:-(

Posted by wenlijianqinyun79 > 2017-07-21 11:06 | Report Abuse

直接买入了1.33@10，000.

Posted by o0o54088o0o > 2017-07-21 11:59 | Report Abuse

normally mitra dividen takes how long to credit tot account?

Posted by huikong > 2017-07-21 20:15 | Report Abuse

mitra收回账平均需要180天，是比以前高了，但不至于没收回账。别忘了营业额提高，账自然高了。

Posted by cjlim > 2017-07-21 21:49 | Report Abuse

政府工程不怕收不回账的，最多是慢。如果政府赖账，MITRA都不会一直標政府工程啦。老板已在媒体放话，两年内公司坏账将会改善。

Posted by MrJJ > 2017-07-21 22:09 | Report Abuse

其它公司坏账收不收得回我不敢肯定，唯独mitra, 能被信赖。第一是管理层的能力，第二是因为他们的job 有80% 是政府工程，政府跑不了。
没有一间公司是十全十美的。就算有，也很难有那个机会让你低价入场。Mitra 除了cash flow 以外，剩下的都算很不错了，例如管理层的处事态度，营业额与盈利的成长。更何况cash flow 方面的问题已被管理层正视，而且也别忘了在construction里面它虽是欠债成长公司，但每一年赚到的却超越了很多家同行，这是值得欣慰的事

Posted by Lucas Chan > 2017-07-22 21:34 | Report Abuse

给点时间mitra ，毕竟已经承诺收购回10%公司股份，烂账会被处理！等待吧

Posted by wenlijianqinyun79 > 2017-07-23 14:13 | Report Abuse

EPF 知道了内幕消息，只是我们不懂而已.

Posted by Bizfuneng > 2017-07-23 14:55 | Report Abuse

Have written to Mitra investor relation on its trade receivable matter. Hope Mitra will give a reply.

Posted by investodiva > 2017-07-23 22:36 | Report Abuse

Thanks Biz Funeng

Posted by Tung Kwang Yii > 2017-07-23 22:48 | Report Abuse

MITRA的盈利已经连续17个季度YOY保持成长，但是股价却一直停滞不前。MITRA在1年前的7月15日是RM1.32，一年后的今天才也是RM1.32 (5仙的股息刚刚在7月14日除权), 持有1年的股东赚了5仙的股息之外什么也没有赚到。
现在MIRA的盈利是历史新高，可是股价距离新高的RM1.45还有10%的空间。这个情况跟去年的MAGNI非常相似，盈利一年4个季度都在增长，但是股价却不升反跌。不过MAGNI在积累了1年之后，股价在今年终于爆发了75%之多。MITRA是否可以步上MAGNI的后尘，那就让时间证明吧。
建筑业务是MITRA的主要业务，公司今年的目标是【至少竞标到10亿令吉】的合约。而且2017下半年会有许多大型合约颁发，MITRA或许会有机会分到一块肉。
此外，FY2016产业部门的营业额从2015年的RM55.186 mil增长到RM89.641 mil，PBT也从RM1.643 mil增长到RM26.607 Mil。最新的季度当中，未进账的产业销售从去年Q4的RM160.81 mil 上升到RM204.31 mil。而且管理层在Prospect里也说到产业部门在FY2017会贡献更多的营业额，加上最近才在Puchong推出了PRIMA可负担房屋，2017年的产业盈利贡献有可能会是一支【奇兵】。
南非的业务在2017年预计会疲软，因为未卖出的产业是比较贵的。现在有RM7.25 mil的Unbilled sales在手，盈利贡献明显早下滑。
MITRA现在的下探空间非常有限，但是上涨空间却非常值得期待。HLG给的Target Price是RM1.89，因此这家公司不宜短线操作,需要耐心持守才能获得回报。

Posted by stockintalk > 2017-07-24 16:06 | Report Abuse

MITRA’s uptrend remained INTACT and the stock is poised for a LT objective at RM1.72.

Maintains BUY Rating@MITRA with an Institutional Target Price at lease RM1.89.

BEGIN ON 2H 2017, we continue to like Mitrajaya for its strong construction orderbook that will ensure sustained earnings growth over the next two years.
Furthermore, its orderbook replenishment prospects given its strong delivery track record.

1st Qr. FY2017
MITRA's Construction division 's revenue has increased by RM80.65 million (48.8%) to RM245.76 million from RM165.11 million in the preceding year corresponding quarter. The profit before tax has also increased by RM4.63 million (30.8%) from RM15.03 million to RM19.66 million.

The higher revenue recognition was reflective of the work progress from our sizeable order book. The construction activities are at its advanced stage allowing the recognition of higher level of revenue and profits.

Property Development
The Property development division has contributed higher revenue of RM42.05 million in the first quarter of 2017, an increase of RM16.42 million (64.1%) as compared to RM25.63 million in the preceding year corresponding quarter. As a result of significant profit (RM9.86 million) derived from the compulsory land acquisition, the profit before tax surged by RM9.14 million (157.0%) from RM5.82 million to RM14.96 million in the current first quarter.

Posted by GGecko > 2017-07-24 16:08 | Report Abuse

bot already last week

Posted by stockintalk > 2017-07-24 16:25 | Report Abuse

GOOD, GG.

Posted by wenlijianqinyun79 > 2017-07-24 19:59 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5494649

Posted by cjlim > 2017-07-24 20:53 | Report Abuse

EPF buy again. Accumulated 5.784% of MITRA share as at today.

Posted by Lucas Chan > 2017-07-24 22:08 | Report Abuse

据我所知，头30大股东已经控制住mitra 66.29% 股份根据mitra annual report 2016 的分析,近期epf 都加入了mitra这个大家庭还成为了第二大股东5.784%，66.29+5.784=72.074！如果mitra自己 再收购回10%，那散户的股份就会变得越来越少了！

Posted by Lucas Chan > 2017-07-24 22:10 | Report Abuse

别忘记近期epf 还在累积着！

Posted by stockintalk > 2017-07-25 06:48 | Report Abuse

传言，Mitra 可能会获得一项LRT3 小配套基建工程。(除了一马房屋之外)

Posted by MrJJ > 2017-07-25 08:27 | Report Abuse

没猜错Lucas 已经等很久了 哈哈

Posted by stockintalk > 2017-07-25 08:28 | Report Abuse

别看小小配套基建工程value, it might be worth 几亿令吉的.

Posted by stockintalk > 2017-07-25 08:47 | Report Abuse

https://klse.i3investor.com/blogs/kianweiaritcles/128458.jsp

两点建议政府应奖掖业者

大马建筑商协会（MBAM）主席，同时是美得再也（MITRA，9571，主板建筑股）执行董事的符绩理早前提到，政府应该通过提供奖掖来鼓励业者使用IBS。

“这些奖掖包括更灵活的贷款措施，以及为制造商和承包商，提供部分税务减免。”

“另外，我们也看到政府的推出的一个马来西亚房屋（PR1MA）计划，能够给予相关业者IBS技术大展身手的机会。”

Posted by wenlijianqinyun79 > 2017-07-25 08:55 | Report Abuse

今天可升破RM1.40.

Posted by Lucas Chan > 2017-07-25 09:16 | Report Abuse

MrJJ 是的，我真的等的有点久了！

Posted by cjlim > 2017-07-25 10:09 | Report Abuse

之前大老板跟媒体说今年会竞标一个30亿的工程，是一个27亿建筑和3亿基建的合约。我想如果万一给MITRA拿到，那就有旧定单17亿 + 新定单30亿 = 总定单47亿。

Posted by cjlim > 2017-07-25 10:37 | Report Abuse

Sunway和Suncon也起了，应该也是从太公那里分到肥肉吧。大选要到，跟政府好交情的一定有肉分。

Posted by Loh Boon Sen > 2017-07-25 10:45 | Report Abuse

@cjlim.. Allow me to correct your statement.. MITRA has booked a total worth of RM3b for a few projects.. Normally the chances of winning the contract is 20%.. Not 1 project for 3b..

Posted by cjlim > 2017-07-25 11:20 | Report Abuse

Thanks Loh for the correction. Appreciated.

Posted by wenlijianqinyun79 > 2017-07-25 11:47 | Report Abuse

大家都在学习当中。
20% 赢率可获得rm600 mil 建筑合约。

Posted by wenlijianqinyun79 > 2017-07-25 11:49 | Report Abuse

Mitra 起伏比较慢，还可以。每天小涨1-3 cent 是很满意了对我而言。

Posted by MrJJ > 2017-07-25 13:47 | Report Abuse

哈哈 突然想在这里问句伤感的问题。升爆后有想过要几时卖吗?

Posted by john1218 > 2017-07-25 15:04 | Report Abuse

If company continue growing, why need to sell?

Posted by Lucas Chan > 2017-07-25 15:12 | Report Abuse

Mitra 好快会公布新订单200M左右，等好消息吧