SUPER B's comment on PTRANS. All Comments

SUPER B
3 Like · Reply
马年到, 好运马上到。祝我马到功成, 飞马奔腾, 有伯乐相马的本领。希望Ptrans助我一把, 马不停蹄地往北跃马扬鞭。小弟愿意鞍前马后追随着冲, 立下汗马功劳。
SUPER B
巴士站管理&收租:Meruraya, Kampar Putra, Bidor, Sri Iskandar, Tronoh
巴士站管理:Tanjong Malim, Kuantan, Alor Star, Perlis
巴士:177辆
油站:几间 (抵抗油价浮动)

纯属分享~
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Like · 3 weeks · translate
SUPER B
Current total liabilities: RM159m
Current FD & cash: RM261m
*safe within 1 year

Non-current total liabilities: RM710m
Non-current total asset: RM1380m
*need to observe the change after 1 year

Trade receivables: RM67m
*need to observe the change from the next quarter report

Just my opinion.
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2 Like · 3 weeks · translate
Kar Kay Low
耐心地等待QR,过年一起发发发XD
1 Like · 2 weeks · translate
Andrew Ho
QR要等新年假期后了
Like · 2 weeks · translate
Kar Kay Low
那我新年后再回来看看,这里先恭祝大家新年快乐,万事如意
Like · 2 weeks · translate
SUPER B
Next QR Date will be around 19/02/26. Let's see what happens.
1 Like · 2 days · translate
SUPER B
行业:公共交通与交通枢纽运营
业务:Integrated Public Transport Terminals, Terminal Management Contract, Bus Operations etc.
门槛:公共交通基础设施的长期特许经营
優點:高入门门槛, 需要政府批准, 合约周期长, 现金流稳定
缺点:
1. 区域性强、扩张慢
2. 收息族嫌它 dividend 不够, 成长派嫌它成长太慢
3. 规模小 + 流动性低 = 基金直接跳过
4. 管理层不爱讲故事

纯属我的分析。
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1 Like · 1 day · translate