Kenny Lee's comment on PTT. All Comments

Kenny Lee
1 Like · Reply
wrong PE, not accurate
Mary Lee
It's correct cause it's last 4 Qr PE / PE (TTM), cause Q4 FY23 quite bad (loss of 7 mil) that's why it's distorted
Like · 4 months · translate
Neela Ramesh
Mary, what do you think of the NTA, PB, growth prospects?
Like · 3 months · translate
Mary Lee
This is just my personal view, didn't look that deep into the company la, but if I were investing, I would wait and see first.

Even though the company is growing quite fast, but the company's growth hasn't translated into proper cash flow for company yet, OCF is still -27 mil in FY23, and -18 mil in FY22 due to skyrocketting inventories. Rise in inventories shouldn't be alarming since company orderbook has increased to >RM400 mil. But company had to fund it with a >30 mil in borrowings.
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1 Like · 3 months · translate