[PERAK TRANSIT BHD：2020年8月7日，获得Terminal Kampar Putra的完工和合规性的完整证书。于2020年6月17日，霹雳运通与Gemas Perunding Sdn Bhd订立合资协议，以在霹雳州73.88英亩的土地上将石灰石和硅砂的采矿权商业化]
霹雳运通在本季度录得收入1,939万令吉及税前利润624万令吉，而去年2019年6月30日相应的3个月FPE则分别为3,085万令吉和1,085万令吉。截至目前的2020年6月30日FPE的收入为4912万令吉，税前利润为1550万令吉，相比之下，2019年6月30日的6个月FPE分别为5933万令吉和1966万令吉。
QoQ：
集团在本季的收入为1,939万令吉，税前盈利为624万令吉，比前一季的2,973万令吉和税前盈利926万令吉低。
前景：
综合公共交通枢纽运营：
2020年6月10日，在马来西亚政府宣布恢复MCO（“ RMCO”）后，综合公共交通枢纽运营恢复了正常营业时间。在短期内，霹雳运通预计巴士客运量以及广大消费者的信心和支出将低于上一个财政年度，这可能会影响租户的收入。为解决此问题，霹雳运通已同意不提高今年的A＆P租金，并为其商店和自助服务亭租户提供折扣，以确保其业务的可持续性并保持良好的业务关系。该集团正在密切监视局势，并将与其租户一起度过这个充满挑战的时期。
2020年8月7日，获得Terminal Kampar Putra的完工和合规性的完整证书。Terminal Kampar Putra集合了公交车站，零售店，餐馆，电影院，保龄球馆，羽毛球场，酒店和宴会厅，让Universiti Tunku Abdul Rahman，Tunku Abdul Rahman University College以及金宝及周边地区的其他教育中心的学生和当地居民能享用。
为了实现集团在欠发达地区开发，拥有和运营综合公共交通枢纽的业务目标，集团计划开发霹雳州的Terminal Bidor和Terminal Tronoh。拜多（Bidor）是重要的转弯处，能从南北高速公路（North South Expressway）到达霹雳州（Perak）南部和中部的沿海地区，而特罗诺（Tronoh）是Universiti Teknologi Petronas和Universiti Teknologi MARA所在的大学城。
巴士运营：
为了遏制COVID-19的传播，霹雳运通不得不于2020年3月23日暂时停止了公共汽车运营，但于2020年5月6日阶段恢复了公共汽车的运营，并于2020年6月12日恢复了其快速公共汽车运营。RMCO生效后，霹雳运通预计公交运营将逐渐恢复正常。同时，较低的燃油价格有助于降低公共巴士服务的运营成本。
加油站运营：
自2020年5月以来，随着全球石油价格的上涨，零售燃料价格逐渐上涨。 MCO于2020年3月18日生效时，集团加油站的营业时间也受到了影响。随后，马来西亚政府于2020年5月7日宣布有条件的MCO，其加油站恢复了正常营业时间。
采矿管理业务：
于2020年6月17日，霹雳运通与Gemas Perunding Sdn Bhd（「Gemas Perunding」）订立合资协议（「合资企业」），以在霹雳州73.88英亩的土地上将石灰石和硅砂的采矿权商业化。根据合营企业，霹雳运通将与潜在买家识别，谈判并签订采购合同，并提供与合营企业有关的项目管理服务，以确保合营企业的顺利实施和完成。
整体霹雳运通：
马来西亚国家银行已于2020年5月5日和2020年7月7日将主要利率分别降低至2％和1.75％。这将有助于降低霹雳运通的借贷成本。尽管目前发生了COVID-19大流行的影响，但霹雳运通认为，公共交通仍将是大众的基本需求。该集团还认为，随着马来西亚经济恢复正常发展以及政府开始采取措施进一步发展和改善公共交通系统，在可预见的将来公共交通的需求将会增长。因此，公司有条件利用任何鉴于集团在公共交通领域的经验和往绩，可能会提供机会。
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James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.53, dividend RM0.052, in 2 years 1 month 20 days, total return is 401%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.56 adjusted, dividend RM0.52, in 2 Years 3 months, total return is 337.2%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 3 months 30 days, total return is 285.9%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.22, dividend RM0.003, in 1 Year 1 month 7 days, total return is 168.8%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.905, dividend RM0.005, in 4 months 8 days, total return is 156.3%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.38, dividend RM0.02, in 7 months 30 days, total return is 145.6%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.34, in 5 months 6 days, total return is 78.9%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.735, dividend RM0.015, in 11 months 12 days, total return is 68.5%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.29, dividend RM0.0025, in 2 months 13 days, total return is 62.5%
j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.835, in 1 year 8 months 12 days, total return is 45.2%
我希望将我的策略分享给读者，希望他们在阅读后能够表现出色。我正在使用基本面分析Fundamental Analysis：
预计公司每年的增长率必须超过14％
我想说服读者学习基本面分析FA以便能从股市赚钱。
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James Ng
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[PERAK TRANSIT BHD: The full certificate of completion and compliance of Terminal Kampar Putra has been obtained on 7 August 2020. On 17 June 2020, the Group entered into a joint venture agreement (“JV”) with Gemas Perunding Sdn Bhd (“Gemas Perunding”) to commercialise the mining rights for limestone and silica sand in a 73.88 acres site in Perak]
The Group recorded revenue of RM19.39 million and profit before tax of RM6.24 million for the current quarter under review as compared to RM30.85 million and RM10.85 million respectively in the corresponding 3-months FPE 30 June 2019. The Group recorded revenue of RM49.12 million and profit before tax of RM15.50 million for the current FPE 30 June 2020 as compared to RM59.33 million and RM19.66 million respectively in the corresponding 6-months FPE 30 June 2019.
QoQ:
The Group’s revenue of RM19.39 million and profit before tax of RM6.24 million for the current quarter was lower as compared to the immediate preceding quarter’s revenue of RM29.73 million and profit before tax of RM9.26 million.
Prospects:
Integrated Public Transportation Terminal Operations:
On 10 June 2020 after the Malaysian Government announced the recovery MCO (“RMCO”), the integrated public transportation terminal operations resumed its normal operating hours. In the near term, the Group expects bus passenger traffic as well as the broad consumers’ confidence and spending to be lower compared to the previous financial year, which may affect the income of the tenants. To address this, the Group has agreed not to increase the A&P rental rates for this year and granted discounts to its shops and kiosk tenants to ensure the sustainability of their businesses as well as to maintain good business relationships. The Group is monitoring the situation closely and will work together with its tenants to weather this challenging period.
The full certificate of completion and compliance of Terminal Kampar Putra has been obtained on 7 August 2020. Terminal Kampar Putra will offer a one-stop convenience of a public bus terminal together with retail outlets, eateries, cinema, bowling, badminton courts, hotel and ballroom to both local residences and students from the Universiti Tunku Abdul Rahman, Tunku Abdul Rahman University College and other education centres in and around Kampar.
In line with the Group’s business objective to develop, own and operate integrated public transportation terminals in underserved locations, in the Group’s plan is the development of Terminal Bidor and Terminal Tronoh, Perak. Bidor is an important turn off from the North South Expressway to reach the coastal districts of southern and central Perak while Tronoh is a university town where the Universiti Teknologi Petronas and Universiti Teknologi MARA are located.
Bus Operations:
The Group had to stop its bus operations temporarily on 23 March 2020 in a bid to contain the spread of COVID-19 but had resumed its stage bus operations on 6 May 2020 and its express bus operations on 12 June 2020. With the RMCO in effect, the Group expects the bus operations to gradually return to normal. Meanwhile, lower fuel price has been helpful in lowering the operating costs of the public bus services.
Petrol Stations Operations:
The retail fuel prices had increased gradually since May 2020 in line with the uptrend in global oil prices. The operating hours of the Group’s petrol stations were also affected when MCO came into force on 18 March 2020. Subsequently, on 7 May 2020 after the Malaysian Government announced the conditional MCO, their petrol stations operations resumed back to its normal operating hours.
Mining Management Operation:
On 17 June 2020, the Group entered into a joint venture agreement (“JV”) with Gemas Perunding Sdn Bhd (“Gemas Perunding”) to commercialise the mining rights for limestone and silica sand in a 73.88 acres site in Perak. Pursuant to the JV, the Group will identify, negotiate and secure purchase contracts with prospective buyers, as well as to provide project management services in relation to the JV and to ensure smooth implementation and completion of the JV.
Overall Group:
Bank Negara Malaysia had reduced the key interest rate to 2% and 1.75% on 5 May 2020 and 7 July 2020, respectively. This will help to lower the borrowing costs of the Group. Notwithstanding the current impact of the COVID-19 pandemic, the Group is of the view that public transportation will remain as essential need for the general public. The Group also believes that the demand for public transportation is set to grow in the foreseeable future, as the Malaysian economy gets back on course and the Government embarks on initiatives to develop and improve the public transportation system further. Therefore, the Company is well positioned to capitalise on any opportunities that may be presented in view of the Group’s experience and track record in the public transportation sector.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:
the forecasted growth of a company must over 14% per year
I wish to convince readers to learn FA in order to make money from stock market.
I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.
This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.
James Ng
https://klse.i3investor.com/blogs/general/2020-10-05-story-h1514451048.jsp
