Smart Investor Trading Idea's comment on TRC. All Comments

Smart Investor Trading Idea
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cheng
what is brewing with the churning today? new contract incoming?
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Luqman
Dividend RM0.01 coming?
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cheng
no idea. should be seeing some news on MRT3 as we move to second half of 2026. last year news mentioned that tenders will start mid of 2026 and contracts to be awarded by end of 2026 / early 2027.
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Johnny Yong
hopefully TRC can win the contract
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cheng
As Is - 1.2bil order book on hands for construction :) 840mil GDV for property segment from Ara Phase 2 and Phase 3 launching in Q4'26 which will provide earnings visibility for property segment over the next five years; ~RM110mil revenue per year contribution from property segment assuming 70% take up rate / sales from the 840mil and divide by 5 years.
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cheng
Any chance for TRC to be awarded sub contracts for the ART rail project by the MMC-DOM in coming months? KUALA LUMPUR (May 5): The long-awaited contract for the development of a rapid transit system in Johor Bahru will be awarded to the MMC Corp Bhd-DOM Industries Sdn Bhd consortium, say sources privy to the bidding. According to them, the Public Private Partnership Unit (Ukas) of the Prime Minister's Office (PMO) will be awarding the consortium with a letter of intent (LOI) on Tuesday.
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Johnny Yong
very likely TRC will be successful
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