SUPER B's comment on PTRANS. All Comments

SUPER B
8 Like · Reply
Completed & Commenced:
1. Terminal Meru Raya
Rental lease rate: Average RM2 per sf
2. Kampar Putra Sentral
Rental lease rate: Average RM1 per sf

Future:
3. Bidor Sentral (Construction in FY21)
4. Terminal Tronoh (Construction in FY23)

Terminal Management Contract (TMC)
1. Terminal Sentral Kuantan
RM1.2m annual fee + 3% per annual
2. Terminal Bas Shahab Perdana (Alor Setar)
Manage own profit from leasing & renting out

Project Facilitation Fee
- Currently advise about 5-6 terminal
- Current orderbook can last for at least 1 year
- 2.5% of gross development cost
- Mainly on 2nd tier city

This is what I know from online sharing session, just my personal thoughts. Welcome everyone to share more information about this company~~
Show more
SUPER B
35% Dividend Policy

Dividend Payout Rate
FY16 - 19%
FY17 - 29%
FY18 - 35%
FY19 - 36%
FY20 - 42%

Sharing is caring ~ This is just my thoughts. If you got any extra information about this company, can just share it~
Show more
1 Like · 3 years · translate
SUPER B
護城河:
1. 資本開銷大,新公司不會輕易加入這行業
2. 高門檻,需要州和聯邦政府的執照。
3. 累積了經驗和實力,別的公司難加入競爭。

純屬個人看法。
Show more
3 Like · 3 years · translate
SUPER B
Project Facilitation Fee:
- 2.5% based on gross development cost
- Currently advise 5-6 terminal
- Current orderbook can last for at least 1 year
- Mainly on 2nd tier city
- Potential for higher market share gain to consult more. Current market share is 20%, others like MRCB and local council is 80%.
Show more
Like · 3 years · translate
SUPER B
这个月会出业绩了~大家的看法如何?
Like · 3 years · translate
Tay Tai Zhi
我相信它。。。。。。。
Like · 3 years · translate
hehe haha
pff的order book到今年罢了,如果明年没有新的pff那么profit将会非常难看,是直接腰斩70-80%,现在经济那么差,确诊不断创新高,不能跨洲,对ptrans来讲是严重打击。长此以往,难说广告商还会不会继续续约,租户租金问题
Like · 3 years · translate
Tay Tai Zhi
就是因为你所说的原因所以现在跌到将。。是不是机会自己判断
Like · 3 years · translate
Gary Ng
@hehe haha 请问那里可以查看pff的order book的详情!
Like · 3 years · translate
hehe haha
这个目前是查不到的 管理层也不愿意透露,只说是和project manager deal
Like · 3 years · translate
SUPER B
我的看法是,我们自己赚不了的钱就交给公司去赚。我们出一点钱,他们出力壮大公司,就那么简单。至于值不值得投资,各有各的看法,自己下定论。
Like · 3 years · translate
Petersburg
显然这疫情对公司盈利影响不大。。只是市场太低估了这家公司。。。老板信心满满的把warrent转换价订在0.75 。。只是市场低估了不买账。。股价跌到好像没有明天似的。。
1 Like · 3 years · translate