naik is expected as one of the few risks based on 2024 annual report is the receivable; 4 major customers and 3 customers owed 75% of the trade receivables. It is only natural that receivables to go up or write-off/impaired to reset. In this case, it went higher. Not sure whether similar risk in 2023 and before as I did not read the corresponding reports.

3 customers owed 75% of the total receivables in 2024. Total receivables increased from 28 mil to 66 mil by 3QFY2025. If the customers can't pay it in 2024 and 2025, can they become a good pay master in 2026? I think the risk is valid and should be monitored closely.

if tenant don't want to renew the contract, tenant will need to give notice period to company, company has internal and outsource teams and sufficient time to look for new similar tenants.

these all are information from the briefing on YouTube

Receivables - (1) can easily turn into bad debt and easily impaired by the company. (2) have a look at the balance sheet from q3fy25 report and you can estimate how much deposits they are holding vs how much owed by the customers. Deposit is probably around 12mil vs 66 mil receivables.

Receivables can be collected, or will be bad debt. Company already give 3 months notice to the 2 tenants, or will burnt the 2 month deposit. Haven't buy house for rental purpose yet? Go to buy some houses, then try to rent, then you will know the process... That's all.. Why keep talking easy thing...

看回我之前的楼。分析过了它的行业, 跨足领域, 护城河, 强项, 和风险。。只要分析了, 做好决策和对策, 也没必要一直在问题绕圈圈。我一直都相信战略和效率是必要的。。

就像工作时, 很多公司喜欢开会, 报告日程, 琐碎小事, 开会就去了半天一天。这些都能读pdf和ppt, 基本不需要开会报告。其实公司开会 提出问题和不同方案, 才能有效率。毕竟这些 老板才能做主意