definitely good potential as this company dominate whole perak transit route business and also with the Amanjaya transit hub completion, the business will become better
don't think the pre-ipo investors (for example, muamalat venture) is on the same boat as the management. got a feeling that we may see further sell down by the pre-ipo investors, beware. and no announcement on bursa website regarding transfer of listing, may not happen anytime soon. perhaps just some news to tempt the investor to buy up more shares.
We have airport, seaport and Ptrans is dealing with land transport terminals. We have Airasia and AAX, Klang terminals and now bus terminals. Ptrans have an excellent potential for growth. An opportunity not to be missed. At 25.5s only , just buy and keep very very long term.
no doubt, this is a monopolistic business integrated firmly in Perak. with upcoming terminal at Kampar is already a good sign. Utar solely has 20k students. and people who studied there are mainly from middle class or lower class family. if Ptrans can capture 10% of the market, which is already 2k students who will be seeking public transport as their main transportation. then their business is very promising. this is kampar alone, not to mention Ipoh ( No 6 in Lonely Planet), Tronoh and Bidor
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jl88
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Posted by jl88 > 2017-04-14 23:20 | Report Abuse
(吉隆坡14日讯)甫上市6个月的综合巴士站服务业者霹雳运通(PTRANS,0186,创业板贸服组)计划转至主板交易,加上垄断怡保巴士服务及放眼拓展业务至其他区域,成为盈利增长催化剂,前景获分析员看好。
财经周刊《Focus Malaysia》引述霹雳运通董事经理拿督斯里张广威报道称,该公司计划转至主板上市,并有意扩建Amanjaya综合公共交通终站,将之打造成为集结零售及生活化的枢纽。
艾芬黄氏研究认为,霹雳运通转至主板上市,将能吸引更多来自不同阶层的投资者。
霹雳运通符合主板上市的条例,在过去3年,该公司累积营业额达2亿4190万令吉和净利5450万令吉。
“而扩建Amanjaya综合公共交通终站,相信可以增加出租和宣传空间,继而加强该公司的租金及广告收入,并贡献长期价值。”
艾芬黄氏认为,霹雳运通2017年盈利贡献来自于怡保的短途巴士服务转型(SBST),下一波的盈利增长催化剂则是来自拉曼大学(UTAR)及拉曼大学学院(KTAR)附近的金宝巴士终站。
此外,艾芬黄氏指出,马币疲弱和大量游客前往怡保旅游,也为霹雳运通带来利好,这些增长潜能使得该公司更具吸引力。
艾芬黄氏维持霹雳运通“买进”评级和31仙目标价。