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All Comments on DRBHCOM Reload

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Jing Yin Bu
Rex Ooi
Like · 3 hours · translate
Nick Chung
15 Like
8/23 :
PAT 46.2m , higher cost sales ( probably due to Raya discount and lower x70 sales) . Next QR would show some good sign (Saga booked 6000 so far) plus if divestment to Malakoff completed this September. Good luck investing !

5/23 :
1.8-2.00 最佳入價。如果業績還好罷了就1.6-1.8 。我預算應該有120m-150m profit
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Walau eh
知道你的好意拉 只是開個玩笑release 一點stress 星期一要打戰
1 Like · 17 hours · translate
Nick Chung
我也要学他低调了,不然容易得罪人。晚安 嘻嘻
Like · 17 hours · translate
Mister Potato
6 Like
chung hui ngu
Like · 21 hours · translate
Sau Mun Cheah
2 Like
 First of all, one cannot compare the profit for this quarter with last quarter because, last quarter's result was boosted by the property division that had recognised RM 175 million revenue that delivered RM 134 million profit or 76% margin !! One can see that this is an unrealistic profit level and is unlikely to be repeated. 

In fact, we should be comforted that Proton's revival has confirmed that DRB has finally turned around. 

Further good news is as follows:- 

(a) there is a total of RM 1.4 billion of armoured vehicles (44 units) that has to be delivered by end of this year. Which means to say next 2 quarters will see at least a RM 700 m revenue per quarter compared with only RM 355 m this quarter; (htt(https://www.theedgemarkets.com/article/drbhicom-gains-traction) ) If POS is successful in getting an increase in tariff, from current RM 0.60/stamp to RM 1.00/stamp which is the lowest increase since 1957, and assuming that mail volume continues to drop by 10%, POS in 2019, its profit will increase by RM 30 million per quarter, which is enough to offset RM 15 million loss suffered in the latest quarter. Note that the last tariff adjustment was almost 10 years ago; POS delivered 655 million mails in 2018 

(c) Composites Technology Research Malaysia Sdn Bhd (CTRM), has an order book of RM8.3 billion, which should be a good buffer; CTRM is involved in the aerospace and composite industries; (https(https://www.theedgemarkets.com/article/drbhicom-gains-traction) There is a book gain of RM 849 million from the sale of RM 1.9 billion land in Johor that is supposed to be completed this year. 

Lastly, the Automotive division contributes 65% of revenue and 74% margins to DRB and it is the division that is growing, so DRB is indeed on the right track.
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Ping Ling
Ya betul....
Like · 1 day · translate
Tan Teck Huat
Tan Teck Huat
Monday will limit up.
Tan Teck Huat
Monday hosei liao...
Wong Kahcheng
好奇问问,这里今天还有人想要加码的吗?haha 有的话comment下
Chee Yong Khor
Nice la .........
Like · 2 days · translate
Robert Tew
just add on from early morning , believe something coming.
1 Like · 2 days · translate
Tan Teck Huat
Uptrend...will hit more rm3
Wilson Koo
Sure bo????
Like · 2 days · translate
Something good Q coming? Hehe