Posted by MrJJ > 2017-07-25 16:03 | Report Abuse

@john1218 别那么认真嘛

Posted by MrJJ > 2017-07-25 16:05 | Report Abuse

的确，挺期待那一块肉的长相

Posted by johnyeoyeo > 2017-07-25 16:10 | Report Abuse

soldout lately after almost holding 8 years

Posted by wenlijianqinyun79 > 2017-07-25 20:13 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5496189
25/7/2017 今天公布的.

Posted by stockintalk > 2017-07-25 20:55 | Report Abuse

RM1.37, 明天请等我的18K 票MATCH后，才好跑上楼梯.

Posted by cjlim > 2017-07-25 20:56 | Report Abuse

哇！EPF扎住差不多6%啦。应该还会继续进货。

Posted by Lucas Chan > 2017-07-25 21:20 | Report Abuse

当股价被推到越高，mitra 管理层就要被迫以高价收购回自己的股份，可能epf 就是看中这点，不过以长远来计mitra 的成绩是一年比一年好的利润，怎么讲都是值得放长线钓大鱼的！

Posted by wenlijianqinyun79 > 2017-07-26 06:55 | Report Abuse

赞同你的看法，lucas.
2H Fy2017 是建筑+基建股主流。

Posted by Force > 2017-07-26 07:07 | Report Abuse

Buy gadang better, mitra very hard to move 1...

Posted by Bizfuneng > 2017-07-26 08:43 | Report Abuse

Agree.

Posted by Lucas Chan > 2017-07-26 08:55 | Report Abuse

Gadang 刚刚开始进入冬眠期，mitra 近期开始进入苏醒期，当然mitra 好啦！

Posted by stockintalk > 2017-07-26 09:14 | Report Abuse

GADANG, 我只买少少，很少。
MITRA，就不一样。

Posted by wenlijianqinyun79 > 2017-07-26 09:18 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/07/26/construction-sector-urged-to-adopt-ibs/

IBS would help to double productivity level by 2.5 times, and would be able to generate extra income for the construction workers by 2020.

Posted by Force > 2017-07-27 12:19 | Report Abuse

Let's the price show which 1 good... 1 with more debt company

Posted by cjlim > 2017-07-27 21:02 | Report Abuse

https://www.youtube.com/watch?v=U-Q20-aREzY

MITRA can save 50% manpower and 30% time with their Lego system.

Posted by cjlim > 2017-07-27 21:07 | Report Abuse

ADVANTAGES OF INDUSTRIALISED BUILDING SYSTEM (IBS)

Less construction time
IBS requires less construction time because casting of precast element at factory and foundation work at site can occur simultaneously and the work at site is only the erection of IBS components. This leads to earlier occupation of the building.

Cost savings
The formwork of IBS components are made of steel, aluminum or other materials that allows for repetitive use and this leads to considerable cost savings.

Saving in labour
When the IBS components are produced in factory, higher degree of utilization of machine is permitted and the use of labour will be reduced and lead to saving in labour cost

Less labour at site
The use of IBS will reduce the construction process at site and consequently reduce the number of labour required at site.

Posted by stockintalk > 2017-07-27 21:25 | Report Abuse

IBS 是建筑业股的主流，当中包括：
1) KERJAYA
2) KIMLUN
3) SUNWAY-SUNCON
4) MITRA
5) IRIS KATO
6) AJIYA
7) SETIA PRECAST
8) OKA
9) LBS-MLGlobal (new)

Posted by Force > 2017-07-28 08:01 | Report Abuse

Property now no good...

Posted by Force > 2017-07-28 08:03 | Report Abuse

Gadang alw move up but mitra only maintain...

Posted by stockintalk > 2017-07-28 08:29 | Report Abuse

目前领先跑着的股科技。
随后就是建筑基建股with IBS.

Posted by cjlim > 2017-07-28 09:10 | Report Abuse

现在Last 4 quarter的EPS是19cents, 希望FYE17的EPS可以冲破20cents. PE10的话，股价就是RM2。

Posted by MrJJ > 2017-07-28 22:37 | Report Abuse

In this few months Gadang is also maintain the price. Mitra price will goes up before quarter report come out.

Posted by stockintalk > 2017-07-29 10:57 | Report Abuse

1stQr.FY2017 营业额：
A) 建筑业务RM245,761,000 ( 1st Qr.FY2016-同期只取得RM165,109,000)
B) 产业业务RM42,049,000 ( 同期则为RM25,626,000)
C) South Africa Investment RM3,623,000 ( 同期是rm4,757,000影响很小而以)

建筑业务 are at its advanced stage allowing the recognition of higher level of revenue and profits.

产业业务is expected to bring higher contribution to the MITRA in 2017 as the construction work
progresses well for the existing on-going project 'Wangsa 9 Residency'.
This division has just launched the Affordable Homes project in Puchong Prima and submitted building plan approval for a residential project in Bukit Beruntung.
The unbilled sales for this division currently stands at RM204.31 million.

South Africa Investment sales of Rand 24.18 million (equivalent to RM7.25 million) will be recognised progressively upon completion of the transfer of stands to the purchasers in 2017.

结论而言，MITRAJAYA
优点
1) IBS优势+竞标工程更佳.
2) 建筑贡献优势
3) 产业贡献优势
4） 可能2017财政年里可收回一些账目
5）那么，负债表Debt ratio 有机会减低

弱点
1）南非的 current unbilled小弱点。
2)目前还未成为净现金建筑公司。

Posted by Force > 2017-07-31 08:27 | Report Abuse

This stock is ok but very hard to move...

Posted by Lucas Chan > 2017-07-31 10:15 | Report Abuse

Yes very hard to move hahaha

Posted by Bizfuneng > 2017-07-31 10:23 | Report Abuse

May b time to dispose and look for better counter. Parking here for so long and it hardly go abv 1.40 and quickly come right back dwn.

Posted by iPhone7 > 2017-07-31 17:13 | Report Abuse

When move then be second magni

Posted by cjlim > 2017-07-31 18:51 | Report Abuse

I remember last 2 year GKent also like that. Sideway many months then suddenly shoot to $3+-.

Posted by Force > 2017-07-31 19:44 | Report Abuse

Where got so many magni

Posted by stockintalk > 2017-07-31 22:15 | Report Abuse

Kalau lah kita ketahui lebih awal, maka
Tiadalah Pengemis di dunia ini.

Posted by stockintalk > 2017-07-31 22:17 | Report Abuse

Kadang kala, kita perlu tunggu masa, bila ia datang,
Kita nak Press down the price, pun tak jadi.

Posted by militen > 2017-08-01 09:21 | Report Abuse

when epf keep buying, just wait.

Posted by stockintalk > 2017-08-01 11:56 | Report Abuse

Yup.

Posted by Lucas Chan > 2017-08-01 13:44 | Report Abuse

Now mitra only left the 10%share buy back can attract investors, but nobody know when it comes

Posted by Yap Wai Loon > 2017-08-01 14:17 | Report Abuse

They got project coming in very soon

Posted by cjlim > 2017-08-01 16:32 | Report Abuse

Hope MITRA can win more LRT/MRT Station to build. LRT3 going to announce. Total about 20 station from Kelana to Klang.

Posted by stockintalk > 2017-08-01 20:12 | Report Abuse

RM9.0 billion LRT3 / 20 stations
Each station VALUE RM4.5 亿.

Posted by stockintalk > 2017-08-01 20:21 | Report Abuse

http://www.sinchew.com.my/node/1668572/%E8%80%97%E8%B5%84550%E4%BA%BF-%E9%95%BF688%E5%85%AC%E9%87%8C%E2%80%A7%E7%BA%B3%E5%90%899%E6%97%A5%E4%B8%BB%E6%8C%81%E4%B8%9C%E9%93%81%E5%8A%A8%E5%9C%9F

Posted by investodiva > 2017-08-02 17:28 | Report Abuse

http://www.theedgemarkets.com/article/three-more-lrt3-packages-valued-rm25b-be-announced-month?type=malaysia

Posted by investodiva > 2017-08-02 17:28 | Report Abuse

Will mitra benefit this?

Posted by Force > 2017-08-02 19:41 | Report Abuse

I think very hard . .. mitra more at property not construction

Posted by cjlim > 2017-08-02 20:00 | Report Abuse

MITRA build station for Sri Petaling-Putra High line. Big percentage continue to build station for Kelana-Klang line.

Posted by investodiva > 2017-08-02 22:02 | Report Abuse

then, no spark jorrr

Posted by Yap Wai Loon > 2017-08-02 22:51 | Report Abuse

Confirm they got project from prasarana

Posted by investodiva > 2017-08-02 23:07 | Report Abuse

not new award right ?

Posted by godofgamble > 2017-08-02 23:08 | Report Abuse

Support, tp 1.6

Posted by Yap Wai Loon > 2017-08-02 23:18 | Report Abuse

Lrt3

Posted by wenlijianqinyun79 > 2017-08-03 06:53 | Report Abuse

近期内会公布，wailoon......

Posted by Loh Boon Sen > 2017-08-03 07:10 | Report Abuse

该公司董事经理陈永标在股东大会后表示尚有价值2亿令吉合约还在洽谈，料有望增加新订单至7亿令吉...很大可能就是这个LR3 project...

Posted by christophertopher > 2017-08-03 09:03 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/08/03/gamuda-to-be-frontrunner-in-lrt3-says-cimb-research/

CIMB Research said companies in its coverage that have already secured an LRT 3 package include WCT and MRCB – a 50% JV partner with George Kent for the project delivery partner (PDP) scope of the entire LRT 3 (similar to the role of the MMC-Gamuda JV in MRT 1 and MRT 2).

Other non-rated contractors that may stand a good chance to secure LRT 3’s subsequent packages include AZRB, Kimlun, Mitrajaya, Fajarbaru Builder, Ikhmas Jaya, TSR Capital, and Bina Puri, among others.

“We maintain Overweight on the sector,” it said.

Read more at http://www.thestar.com.my/business/business-news/2017/08/03/gamuda-to-be-frontrunner-in-lrt3-says-cimb-research/#4AQz0jxvAUMwDrH4.99