Posted by vincent cym > 2021-06-02 18:52 | Report Abuse

if DY2021 net profit 45m, dividend payout 40%, how many cent dividend?

Posted by antoniomc27 > 2021-06-02 20:46 | Report Abuse

hi Papayashot what terminal you refer to, Amanjaya or Kampar? And when was it not happening? Are you talking about pre-covid times, or during covid? Regards.

Posted by Jeff7 > 2021-06-02 22:09 | Report Abuse

Hi antonoimc27,

Project facilitation fee is a fee received to provide consulting services in relation to bus terminal/mixed development and operations to prospective clients.

Posted by Jeff7 > 2021-06-02 22:13 | Report Abuse

if you all have any questions, can contact ptrans IR, which i get a very prompt reply from Jennifer which i think is their CFO. Lean management with high responsive. which i prefer these kind of management compare to the other companies that their IR, i emailed them few times also no respond.

Posted by Jeff7 > 2021-06-02 22:14 | Report Abuse

have to give them a thumbs up on the prompt reply and the serious on business and also investor relationship. my email get replied within 5 hours

Posted by Jeff7 > 2021-06-03 19:03 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3163953

Bonus issue for warrant

Posted by Foker > 2021-06-03 21:23 | Report Abuse

Stop hounding PTRANS for info u can easily get through the internet la

Posted by roger3210 > 2021-06-04 01:23 | Report Abuse

ANEKA（0226）业绩分享
以去年上市的公司来说，鲜少有公司至今依然处于低于 IPO 的价位 – 而今天分享的 ANEKA 以目前来说，对比其 IPO 价格的 RM 0.330 一股还低；那今天的分享将会讲述 ANEKA 的业绩、公司的前景以及公司的估值。不过由于公司并无按年可比较的数据，因此将主要对比 FY 2021 Q1 为准。

• ANEKA 在该季度（“FY 2021 Q2”）的营业额为 RM 29.3 Million，对比 FY 2021 Q1 的 RM 32.1 Million 下跌了 8.63%；而以目前来说，公司有约 RM 27.0 Million 或 92.00% 的营业额来自于马来西亚的业务，剩余的 8.00% 则是来自于印尼方面的业务。

• 管理层在季报内有提到，公司因为 MCO 2.0 而导致工程被拖缓；不过据我所知，公司在 MCO 后打桩机的使用率偏高，甚至于需要租借同行的机械来进行工程 – 反映出公司的业务已经持续出现了好转。

• 虽然公司并无提及他们的订单，但公司在近期内持续获得多个建筑项目的订单；如公司获得 Nakano Construction Sdn. Bhd.（“NCSB”）价值 RM 28.9 Million 的订单、同时也获得了 Gaya Kuasa Sdn. Bhd.（“GKSB”）价值 RM 16.4 Million 的订单以及最近其公司获得 IJM Construction Sdn. Bhd.（“ICSB”）价值 RM 77.8 Million 的订单，合计为 RM 123.1 Million，这除了反映出 ANEKA 的订单状况良好之外，也显示出建筑领域 – 尤其是私人领域依然在持续发展中。

• 另外，公司在 Note A9 内虽然提及公司分别有建筑业务（“Construction”）以及设备租凭（“Rental Equipment”）的业务；不过为了避免读者亲自阅读季报会混淆，直接参考建筑业务就行，基本上租凭的业务是公司属于自己的业务，在最后会被回扣出来。

• 以毛利而言，公司在该季度的毛利为 RM 4.8 Million，对比 FY 2021 Q1 的 RM 5.2 Million 下滑了 7.25%；管理层提及该季度的业绩下滑主要是因为营业额下滑，不过毛利率在该季度也从 16.14% 提升到该季度的 16.39%。

• 以净利而言，公司在该季度的净利为 RM 1.4 Million，对比 FY 2021 Q1 的 RM 0.5 Million 亏损则是改善了 399.14%；这主要是因为在 FY 2021 Q1 公司有一次性的 RM 2.2 Million IPO 费用导致亏损加剧 – 接下来公司并不会再被 IPO 费用影响。

• 提及 IPO 集资的资本来说，ANEKA 在近期也做出了非常有趣的举动；即公司原本将购置一台钻孔直径为 2.5 米、钻孔深度为 87.0 米的钻孔机械更换为暂钻孔直径 3.7 米、钻孔深度为 100.0 米的机械，另外也将原本打算偿还银行贷款的资金用在购置该钻孔上 – 以个人对于公司的了解，若非业务良好，公司鲜少会将偿还贷款的数额用在购置机械上，配合上述公司获得的合约，很难不想象公司接下来的业绩会持续改善。

• 以净经营现金流而言，公司在该季度的净经营现金收入为 RM 3.1 Million，而对比 FY 2021 Q1 的 RM 2.6 Million 净流出来说改善了许多；不过客观而言，建筑领域的现金流并不稳定，因此最好还是等待整个财政年完成再做出对于现金流的评估。

• 以公司的现金而言，目前 ANEKA 剔除在银行高达 RM 8.7 Million 的定存以及 RM 2.8 Million 的银行透支，实际流动现金为 RM 12.4 Million；虽然债务高达 RM 27.3 Million，但绝大部分都是贸易用的贷款，通常都为短期，因此短期内，公司应暂无现金流方面的问题。

• 目前 ANEKA 也依然并未公布派发任何股息。

以 ANEKA 这家公司来说，公司对比起其他的建筑领域的公司确实缺少曝光率。不过我们看到公司最坏情况已经过去，业务也随着公司获得众多合约有望持续改善。不过要回到公司巅峰的表现依然需要一段时间 – 而目前公司的估值为 52.12 倍的 P/E，若是以每个季度 RM 1.5 Million 的净利来计算的话，折合净利为一年 RM 6.0 Million；根据这样的计算方式而言 ANEKA 的未来 P/E 估值大约为 26.83 倍。

而有趣的是，公司的同行 ECONBHD（5253）目前依然是负 P/E 估值，而 PTARAS（9598）则是较为合理，目前在 12.25 倍。但已过去打桩领域来说，普遍比一般的建筑公司高出 2 倍左右的估值（ECONBHD 以及 PTARAS 的 5 年平均值分别为 32.10 倍以及 21.10 倍），因此 ANEKA 如果持续获得新的合约，继续成长下去的话，则是非常不错的。配合目前市场因为疫情而恐慌，ANEKA 的股价也并无太大的波动，或许大家可以开始关注这家比较被市场冷落的建筑公司。

Posted by micsoh > 2021-06-04 10:29 | Report Abuse

What is wrong with this share, no stop dropping?good news bad news all dump.

Posted by tanfooxuan > 2021-06-04 10:39 | Report Abuse

KLCI no energy again, haiz...need to wait until MCO end

Posted by HeLLo Cannot (=^x^=) > 2021-06-04 10:52 | Report Abuse

goreng signal green, bus going fly, ini kali lah

Posted by tksw > 2021-06-04 15:45 | Report Abuse

gostatn to station 685 liao....contra player who chase bus got to plan cut loss liao...

Posted by tksw > 2021-06-04 16:17 | Report Abuse

station 680 pun sampai... really no license driver...

Posted by tanfooxuan > 2021-06-04 16:21 | Report Abuse

dun worry, enjoy agong birthday and next week will back to 0.750

Posted by Petronas > 2021-06-06 08:49 | Report Abuse

Uptrend

Posted by OscarC > 2021-06-06 11:15 | Report Abuse

https://klse.i3investor.com/m/blog/The1994Investor/2021-06-05-story-h1566072312-PTRANS_An_Interesting_Prospect_To_Watch.jsp

Posted by tksw > 2021-06-09 09:40 | Report Abuse

those rush to buy tickets at station 700 and above for minibus tickets suffer now, ,, really no license bus driver...

Posted by tksw > 2021-06-10 09:32 | Report Abuse

ticket price now is around 225 pre-consol..... converted daughter all loss mani... veli pais this bus driver.

Posted by DingHai888 > 2021-06-10 10:14 |

Post removed.Why?

Posted by cheeseburger > 2021-06-15 22:04 | Report Abuse

the bus engine will start soon, sit tight...get your ticket now

Posted by CCWONG > 2021-06-16 12:02 | Report Abuse

With full vaccination & economy back to normal, Ptrans will fly.

Posted by Foker > 2021-06-16 22:26 | Report Abuse

Analyst who give TP of RM 1.00 and above should be fired.

Posted by Foker > 2021-06-16 22:27 | Report Abuse

If they can't value a simple stock like PTRANS, they shouldn't be keeping their jobs

Posted by Begineer > 2021-06-17 19:50 | Report Abuse

i think anything below 60cent worth to consider

Posted by tksw > 2021-06-18 11:49 | Report Abuse

oiyo... so meni sell signals come out...

Posted by tksw > 2021-06-18 11:50 | Report Abuse

Begineer sifu, slow slow wait arr...

Posted by tksw > 2021-06-18 11:57 | Report Abuse

now ppl think cheap go buy for free warrant, those bot 700 and above all kena...

Posted by OscarC > 2021-06-19 09:53 | Report Abuse

free warrant will adjust mother share price ?

Posted by Petronas > 2021-06-19 10:20 |

Post removed.Why?

Posted by zen_2k > 2021-06-20 10:25 | Report Abuse

chill la, long-sighted a bit

Posted by tksw > 2021-06-24 15:32 | Report Abuse

de kiaw kiaw again, foreigner thought Malaysia change PM。。。

Posted by 1lotman > 2021-06-27 09:54 | Report Abuse

1lotman's grandpa always say "dun worry... be steady pom pipi" ... 1lotman lovin' it....

Posted by Allenlee > 2021-06-27 11:39 | Report Abuse

Collect n accummulate and wait for pandemic under control n economy recovery. Ptrans is one of the Top Picks for small, medium recovery stocks.

Posted by Monkeyboo > 2021-06-28 09:30 | Report Abuse

Ptrans steady punya~ by end august rainbow keluar dah

Posted by Michael Kwok > 2021-06-28 19:46 | Report Abuse

I already set target near 60 cents.Rm 10k.No need cut loss.Also call buy at 65-70 cents before.Some-more free warrant.Can cover at least 2-3 cents per share losses.

Posted by micsoh > 2021-07-02 10:34 | Report Abuse

This laoyah stock , everyday drop, shit.

Posted by Monkeyboo > 2021-07-06 10:27 | Report Abuse

Rebound soon nice~ Flushed out weak holders dy

Posted by collie > 2021-07-06 16:03 | Report Abuse

Perak phase 2 kan? Let's go!!

Posted by Monkeyboo > 2021-07-06 19:57 | Report Abuse

Yea averaging up soon

Posted by CCWONG > 2021-07-06 20:08 | Report Abuse

With 20% of population vaccinated now and daily vaccination rate of 300K per day and arrival of 14 million vaccine doses coming in July 2021 are good new to Ptrans.

Watch Ptrans going up slowly and slowly.

Posted by collie > 2021-07-07 10:59 | Report Abuse

Good breakout. Hope can sustain and test next resistance.

Posted by micsoh > 2021-07-07 13:12 | Report Abuse

Don't be too optimistic, it's just due to lower price not many want to dispose anymore, so they raise a bit higher, mostly after that will drop back again.

Posted by collie > 2021-07-07 14:30 | Report Abuse

No worries. I’m trading the breakout only.

Posted by micsoh > 2021-07-08 12:23 | Report Abuse

Other share up she down, other share down she sure drop more, what is hell happen to this share?

Posted by OscarC > 2021-07-13 20:44 | Report Abuse

Description PERAK TRANSIT BERHAD ("PTRANS" OR THE "COMPANY")

BONUS ISSUE OF FREE WARRANTS
We refer to the announcements made on 3 June 2021, 10 June 2021, 18 June 2021, 25 June 2021 and 12 July 2021 in relation to the Bonus Issue of Free Warrants (“Announcements”). Unless otherwise defined, the definition set out in the Announcements shall apply herein.



On behalf of the Board, Kenanga IB wishes to announce that the Board has resolved to fix the exercise price of the Warrants at RM0.75 each, which represents a premium of RM0.1007 or 15.51% over the 5-day VWAP up to and including 12 July 2021 (being the last trading date immediately preceding the price-fixing date) of RM0.6493.

Posted by OscarC > 2021-07-13 20:47 | Report Abuse

i am new to warrant. may know rm0.75 mean what? is good or not good?

Posted by micsoh > 2021-07-13 22:47 | Report Abuse

Oscar, 0.75 means after mother go beyond this price, warrant value will become even increase value, so the lower the excercise price , the value of warrant will be more high.

Posted by micsoh > 2021-07-13 22:59 | Report Abuse

Let's say now mother price is .80, if market given 20percent for it warrant premium, then warrant price will be .8+20percent, which is .96,so .96-.75=.21.

Posted by Foker > 2021-07-14 00:20 | Report Abuse

Perak Transhit

Posted by OscarC > 2021-07-14 07:15 | Report Abuse

micsoh , mean earn 0.21?