Kar Kay Low (Avg 0.269)'s comment on PTRANS. All Comments

Kar Kay Low (Avg 0.269)
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新业务:Trading of goods 6.5Mil… 终于有个能够打破收入上限的业务了…但是在做什么?直播带货?还是在怡保卖充电桩给BUSCAP和比亚迪?
ong whey
看明天市场给什么反应就知道了
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*THE ASSASSIN*
What exactly is trading of goods operations ? Revenue increased mainly due to this new item but overall profitability has reduced. Trade receivables (~ RM70m) continue to increase based on QoQ and definitely High in Q2 (since their main revenue supposed to be deriving rental). I thought long outstanding trade receivables (~ RM25 million) issue resolved as indicated in their Notes for Trade Receivables in their Annual Report 2025 issued out in April 2026.
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Kar Kay Low (Avg 0.269)
一个QR看不出全貌的啦,高Revenue,低profit margin唯一的解释就是牺牲profit来快速打入市场咯。新的业务都是一个样。等多几QR再观察下吧。
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路人
新业务是补充商场空缺自己开便利店加油站便利店,这次盈利减少在业务顾问费,顾问费是帮忙其他车站规划解决问题的费用,不是常规收入。
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Kar Kay Low (Avg 0.269)
新洲网又说食品运营业务…F&B?
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路人
他的业务里f&b跟trading goods是有本质上的区别的,一个是有加工比如卖咖喱面,一个是摆在货架卖的薯片商品。
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ong whey
看来市场给出答案了不看好新业务
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*THE ASSASSIN*
Nowadays, most investors able to understand QR and analyse figures (P&L & BS).
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cheng
back to fair value 0.17 soon?
Like · 3 days · translate