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Moolah
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Posting #31: Thu Dec 27th, 2007 05:05 |
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As it is, according to their quarterly earnings notes, Pintaras main source of income is from their Piling and Civil Engineering works. So I am not too sure how they will be affected by any raw material shortages.
rds
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prophet
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Posting #32: Fri Dec 28th, 2007 01:32 |
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Think the qusetion is:
Do they manufacture the piles as well?
OR is it just piling services?
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Moolah
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Posting #33: Fri Dec 28th, 2007 01:51 |
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m8,
If you really interested in this company, do see the first page of this posting: http://sahamas.net/forum61/5472-1.html , I had posted the company [color=blue jvZBR="0" ALR6w="1"]profile.
From what I gather, they do produce them piles too.
Hope my info is not wrong.
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random
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Posting #34: Tue Jan 1st, 2008 14:32 |
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I think that Pintaras will be able to pass on additional costs to customers better compared to other construction companies. Their projects turnovers are short. (Few months at most)
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Moolah
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Posting #35: Sat May 10th, 2008 02:20 |
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Pintaras Jaya Bhd (9598.KU) - Malaysia
3rd quarter ended Mar. 31:
Figures are in Ringgit (MYR).
2008 2007
Revenue 44,279,000 36,244,000
Pretax Profit 10,349,000 5,734,000
Net Profit 7,621,000 4,719,000
Earnings Per Share 9.50 Sen 5.90 Sen
Dividend Omitted Omitted
9 months ended Mar. 31:
Revenue 119,268,000 116,944,000
Pretax Profit 28,698,000 23,979,000
Net Profit 21,860,000 18,802,000
Earnings Per Share 27.30 Sen 23.50 Sen
Dividend Omitted Omitted |
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WarrenJ
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Posting #36: Tue May 13th, 2008 06:09 |
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When it comes to construction industries, my personal feelings is about the sustainability of business into the forseaable futures, for serious investors who buy and hold and willing to go through the ups and downs, what does one see in Pintaras Jaya (PJ).
The risk with PJ is that the key man is very important the one that does the deal knows the big boys and more importantly the Govt guys, and as always business is highly dependant in getting jobs via tender or not ??? and all those kickbacks, . For me the risk is too much to bear, firstly from the business prospect itself how much piling can go on, lumpy earnings going forward, PJ customer base? , my stupid guess could be that it depends a lot on some construction big boys. Wouldn't it be a safer bet on companies that can sell its product to the mass ?
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Moolah
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Posting #37: Tue May 13th, 2008 06:33 |
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Warren,
i posted some remarks on my blog... so i am lazy to repeat it here
http://whereiszemoola.blogspot.com/2008/05/pintaras-jaya-iii.html
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titep_shin
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Posting #38: Sun Aug 10th, 2008 07:25 |
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i am just a beginner, 10s moola for your so much information ,
I realy appreciate it
i also been observing pintaras for long time ....
just curious, don't u think so the trade receiveable is a bit high?
take latest Q3 2008 revenue 44, 279, than the receivable 83,459?
almost twice of its revenue?
take Q2 2008 revenue 40,649 than the receivable 75,857?
take annual 2007 financial report
revenue 147,438 and trade receivable 59,590 = 40% of revenue
financial 2006 financial report
revenue 96,462 and trade receivable 49,879=51 % of revenue
may be because it's main contract is short term contract?
so their receivable is always high?
i duno...... wht's ur opinion bout this?
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Moolah
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Posting #39: Mon Aug 11th, 2008 02:18 |
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titep_shin wrote: i am just a beginner, 10s moola for your so much information ,
I realy appreciate it
i also been observing pintaras for long time ....
just curious, don't u think so the trade receiveable is a bit high?
take latest Q3 2008 revenue 44, 279, than the receivable 83,459?
almost twice of its revenue?
take Q2 2008 revenue 40,649 than the receivable 75,857?
take annual 2007 financial report
revenue 147,438 and trade receivable 59,590 = 40% of revenue
financial 2006 financial report
revenue 96,462 and trade receivable 49,879=51 % of revenue
may be because it's main contract is short term contract?
so their receivable is always high?
i duno...... wht's ur opinion bout this?
hi there,
I see it as a CONCERN.
Now i do not have specific answer on why their receivables increased quite substantially and all I could do is but speculate, which is something I rather not indulge in.
And I would be concerned about the impact of raw materials increases on it too and also the potential slowdown in the building industry.
And the last main concern is, with the market weakness, I would be very concern with Pintaras dabblings in the sharemarket. See page 3.
rgds
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titep_shin
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Posting #40: Mon Aug 11th, 2008 07:36 |
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And the last main concern is, with the market weakness, I would be very concern with Pintaras dabblings in the sharemarket
this is also one of my main concern, and here come a interesting topic
i remember (duno where liao) but i tin i read it somewhere before
according to Warren Buffet,
If a company involve in share market
let's say his cost is 20m , and now market shareprice had gone down to only 5min
so the paper loss will be 15 m rite?
so is the 15 min noted in its financial report?
according to Warren Buffet, it SHOULD be noted in the financial report as it is the loss( although paper loss), so the 15 m should be noted and accounted in its financial report
but some company DID NOT noted 15m loss inside the financial report as it is just paper loss and not true loss.
and this also depend on the accounting policy of company or country I guess?
This is just my memory which i could dig from very deep inside, was not very sure of it actually , just have a bit of idea of Warren Buffet said this before only....
so if yr 2008 financial report say ptras make a net profit of 25m
and let say their share market had down 5 m
so i will wounder izit they have net profit 30 m(but minus 5 m due to share market loss ) or izit they make 25 m
hope this can help u, or u can provide more information about this haha
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