Posted by zen_2k > 2021-01-14 17:08 | Report Abuse

Reminds me that it is always good to remain invested haha

Posted by shark96 > 2021-01-14 17:39 | Report Abuse

very wise mr zen.

Posted by davidliu14 > 2021-01-14 19:05 | Report Abuse

News come out already - steady!

Posted by humble1102 > 2021-01-14 22:10 | Report Abuse

Davidliu14 good news! Tan Sri mentioned expecting 3 to 4 IPTT in 2021.

Posted by danchong > 2021-01-15 03:30 | Report Abuse

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=110751&name=EA_GA_ATTACHMENTS

Posted by Knownfact > 2021-01-15 08:40 | Report Abuse

RHB *Equity Research*


*Perak Transit* ( *Not Rated*, FV: *MYR1.05*) – On Path To Higher Earnings Base

Posted by shark96 > 2021-01-15 09:14 | Report Abuse

hehhe flyy flyy

Posted by shark96 > 2021-01-15 09:31 | Report Abuse

we release weak retailers first...

Posted by magic01 > 2021-01-15 10:15 | Report Abuse

Hi guys I am newbee here, I just don't understand the consolidate of share means. I just know that my share unit decrease by 3x, but my buying price still remain the same 0.2x?? Shouldnt my buying price increase by 3x which become 0.8x oso or it jus leave it as the price I bought before which is 0.2x. Please answer my doubt

Posted by zen_2k > 2021-01-15 10:21 | Report Abuse

magic yes, ur purchase price is 0.2x times by 3 so 0.8x

Posted by magic01 > 2021-01-15 10:24 | Report Abuse

OK I see but it seems like my rakuten app still showing I bought at the price of 0.2x making my unrealized gain so much

Posted by shark96 > 2021-01-15 10:40 | Report Abuse

ready after lunch guys

Posted by Knownfact > 2021-01-15 11:46 | Report Abuse

Perak Transit teams up with Energetic Point to run Kuantan bus terminal
 
Perak Transit Bhd has teamed up with concession owner Energetic Point Sdn Bhd to operate Terminal Sentral Kuantan in Pahang, which serves as a hub for express buses as well as local city buses. Perak Transit's wholly-owned subsidiary Terminal Urus Sdn Bhd today entered into an agreement with Energetic Point for the collaboration, which will be effective for nine years — from Feb 1, 2021 till Jan 31, 2030. Under the collaboration, Terminal Urus will provide Energetic Point with a fixed sum of investment for the concession and in return, Energetic Point will pay a fixed monthly management fee of RM100,000 to Terminal Urus, commencing from next month. The total investment cost for the concession amounted to RM6.1 million, which will be borne equally by Terminal Urus and Energetic Point. "The management fee is subject to increment based on mutual agreement between both parties, with a minimum 3% increment every year," said Perak Transit. (The Edge)
 
Comment: As we expected the Group to secure several terminal management contracts in CY21, the announcement of such contracts is expected and welcomed. Because this collaboration is for 9 years and involves a fixed monthly revenue with annual increments, this contract illustrates the Group’s progress in striving to achieve a more recurring and cash-generative earnings profile. For an upfront investment of RM3.05m, the Group has a potential revenue of RM12.2m over the entire collaboration period (assuming annual increments of 3%). Assuming a 3% annual increment and spreading the initial investment evenly across the collaboration period, the Group achieves gross margins of 72% in the first year and gradually increases to 77% in its final year, which is within the management’s guidance of 50-80% gross margins. As the revenue contributions and capex of this collaboration are within our expectations, we make no changes to FY21E CNP of RM46.8m. Maintain OP call with post-share-consolidation DCF-driven TP of RM1.08 (WACC: 7.7%, TG: 2%).

Posted by Abdulazizba > 2021-01-15 12:30 | Report Abuse

Perak Transit in INVESTOR STUDIO by EQUITIES TRACKER CLUB.

https://www.youtube.com/watch?v=9VXTnyuOzBQ

The revenue expected to grow more than 10 FOLD between 2025 to 2030..

Posted by 1lotman > 2021-01-15 13:55 | Report Abuse

tksw... u really the guru here lah.. u got so many tickets to sell from 0.24 until 0.85... u da man...

Posted by Irisoren07 > 2021-01-15 16:48 | Report Abuse

I waiting ngap @0.775

Posted by HappY InVest (=^x^=) > 2021-01-15 16:59 | Report Abuse

YES gostan

Posted by HeLLo Cannot (=^x^=) > 2021-01-15 17:20 | Report Abuse

kan dah janji gostan, x tipo ni XD

Posted by 1lotman > 2021-01-15 21:05 | Report Abuse

Tksw.. dun say the bus driver cheat.. u always catch the right bus... u hoseh lor...

Posted by Peace99 > 2021-01-16 09:48 | Report Abuse

AbdulAziz: thank you for the informative YouTube link! Also first time saw Jannifer!!

Posted by Peace99 > 2021-01-16 09:54 | Report Abuse

Gongkia: agreed, but as more and more bus terminals go for upgrading with Ptrans as Partner, then the multiplying effect will lead to a critical transition, meaning the share price will move up by big margin?

Posted by Peace99 > 2021-01-16 09:57 | Report Abuse

Yesterday, bought at average of 83sens, confident that Ptrans will not let me down in the long run! Same opinion since many months ago, haha

Posted by HeLLo Cannot (=^x^=) > 2021-01-16 17:37 | Report Abuse

Memang long run x kan rugi, stock ini gerak macam kura2

Posted by 1lotman > 2021-01-17 16:40 | Report Abuse

yes please... please press the price further down... nonit give face.. gostan gao gao...

Posted by WiseTrader > 2021-01-18 08:59 | Report Abuse

https://www.theedgemarkets.com/article/aminvestment-starts-coverage-perak-transit-fair-value-rm125

Posted by danchong > 2021-01-18 10:03 | Report Abuse

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

Posted by wch20879 > 2021-01-18 10:47 | Report Abuse

I think Ptrans with PE13 is still good low price to enter even now with the potential prospect & room to growth.
And most importantly didn't really see sell down happening for the past 2to3 week.
Much Better than lots other goreng stock.
Just need abit patience i believe and the TP 1.25 is very very potential.
Just my 2 cents

Posted by Peace99 > 2021-01-18 10:50 | Report Abuse

Wisetrader, danchong: Thank you so much for the link. Although many of us here already convinced that Ptrans is actually Ptransformer, Aminvestment writeup reinforces, so forwarded to my chat group! As I said before, can keep as pension fund, maybe even pass to next generation!

Posted by Kanenites > 2021-01-18 16:22 | Report Abuse

bas sudah terbang

Posted by Kanenites > 2021-01-18 16:32 | Report Abuse

ini bas sekolah ke bas tak sekolah

Posted by Peace99 > 2021-01-18 17:03 | Report Abuse

Bas bolih terbang ni bas kommuniti Dan juga bas universiti, haha

Posted by HeLLo Cannot (=^x^=) > 2021-01-18 20:28 | Report Abuse

apasal tiba2 byk investment bank buy call pulak ni. so x jadi gostan kah?

Posted by Peace99 > 2021-01-18 20:47 | Report Abuse

Bila gostan semua mau naik, tengok nasib lor

Posted by MAX8186 > 2021-01-18 21:05 | Report Abuse

Investment banks buy call is good for Ptrans. Many funds based their investments on these reports. If you are a long term investor, you will make money.

Posted by helson > 2021-01-18 21:43 | Report Abuse

tp 0.99, see ya

Posted by helson > 2021-01-18 21:43 | Report Abuse

wait n see

Posted by helson > 2021-01-18 21:44 | Report Abuse

if u rmb vivicom

Posted by Kanenites > 2021-01-19 09:11 | Report Abuse

walaweh ini bas betul2 boleh terbang. kenot believe... tp singgit.

Posted by 1lotman > 2021-01-19 09:45 | Report Abuse

lol... i not yet remove R gear oledi fly...

Posted by Kanenites > 2021-01-19 10:56 | Report Abuse

incoming...berakout pls

Posted by Kanenites > 2021-01-19 11:08 | Report Abuse

bas mau jalan sampai stesen singgit. passanger boleh tido dulu.

Posted by snake_eye > 2021-01-19 11:25 | Report Abuse

follow vivocom pattern..after consolidate shoot up 100%

Posted by HeLLo Cannot (=^x^=) > 2021-01-19 11:41 | Report Abuse

apasal ambik sykt kosong banding sama skyt berisi, kosong betul

Posted by snake_eye > 2021-01-19 11:57 | Report Abuse

I mean the pattern..if ade isi so suppose more power la..

Posted by HeLLo Cannot (=^x^=) > 2021-01-19 14:22 | Report Abuse

operator tksw, sekarang macam mana, gerak depan atau gostan?

Posted by HeLLo Cannot (=^x^=) > 2021-01-19 16:38 | Report Abuse

baik bus tukor jadi sykt hantar barang, kan sekrg bkt on9 dilibeli

Posted by MAX8186 > 2021-01-19 17:19 | Report Abuse

Be patient. This is just the beginning. When more funds come in, easily can hit RM1.20

Posted by Abdulazizba > 2021-01-20 09:45 | Report Abuse

I top up more..PE at 14 ..still cheap...

Posted by Darkkiller > 2021-01-20 11:57 | Report Abuse

Gg2u habis

Posted by HeLLo Cannot (=^x^=) > 2021-01-20 19:59 | Report Abuse

cecah 4 ribu kes covid, siapa mau nak bus, mco lagi, yang kedai2 kat mall memang gg, macam reit pon gg