Meng Tatt Loo

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Joined May 2020

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Rm450 million 接近myeg 1年的revenue 就应该ok

RM45million 是myeg 大概20%的 profit. 也应该有可能

前提,如果myeg得到这个tender
3 years · translate
4)目前全世界的travel restriction 的资料是
- 0 low restrictions(青)
- 126 moderate (橙)
- 99 major (红)
- 9 unknown

目前的状况,一天有1000个traveller 来Malaysia or to other country 都没有吧

所以我觉得,如果有。。。那么保守估计

During restriction
Revenue =
1000 travelers daily x 365
= 365k x10% = 36500 x Rm300
= Rm10.95 million

Profit maybe around 10%= Rm1.095 million

After Restriction
30million x 5% = 1.5 millions x Rm300
= Rm450 million x 10% profit = RM 45 millions

Based on Nanyang
RM22亿,一个生意就可以打包myeg 5年的Revenue 有点夸张。
3 years · translate
我觉得程序也许不是这样

1)目前国内的test 才大约Rm200 to Rm250. Airport test 需要Rm500 to Rm619吗?

2) 要如何确定traveller 一定要到那家公司做test?手续如何?

3)目前travel 分为 to Malaysia and to other countries. 在Malaysia Airport的网站有说到,traveller 需要呈现 negative test not more than 3 days prior to departure. 意思是他们会在departure 之前做 covid test.
3 years · translate
我觉得程序也许不是这样

1)目前国内的test 才大约Rm200 to Rm250. Airport test 需要Rm500 to Rm619吗?

2) 要如何确定traveller 一定要到那家公司做test?手续如何?

3)目前travel 分为 to Malaysia and to other countries. 在Malaysia Airport的网站有说到,traveller 需要呈现 negative test not more than 3 days prior to departure. 意思是他们会在departure 之前做 covid test.

4)目前全世界的travel restriction 的资料是
- 0 low restrictions(青)
- 126 moderate (橙)
- 99 major (红)
- 9 unknown

目前的状况,一天有1000个traveller 来Malaysia or to other country 都没有吧

所以我觉得,如果有。。。那么保守估计

During restriction
Revenue =
1000 travelers daily x 365
= 365k x10% = 36500 x Rm300
= Rm10.95 million

Profit maybe around 10%= Rm1.095 million

After Restriction
30million x 5% = 1.5 millions x Rm300
= Rm450 million x 10% profit = RM 45 millions

Based on Nanyang
RM22亿,一个生意就可以打包myeg 5年的Revenue 有点夸张。

Rm450 million 接近myeg 1年的revenue 就应该ok

RM45million 是myeg 大概20%的 profit. 也应该有可能

前提,如果myeg得到这个tender lo
3 years · translate
我觉得如果今年9月。全世界还是没有开放旅行。AA会面对破产。
3 years · translate
Scicom can easily have RM230 mil revenue in this financial year x average 13% for Net profit = RM30Mil

Only from this BPO. Not yet including others.
3 years · translate
It's because company spent additional Rm1.3mil (Rm2.04 - 701k) for purchasing office equipment

and additional Rm800k (Rm1. 98 mil - Rm1.2 mil) for licensing.


A lot of increase under investing activities.

Meaning company still have many new projects coming.
3 years · translate
By looking at the report
1) most of the revenue contributed by Malaysia and Philippines business, a bit from SG.

2) purchase of equipment RM1.3mil, license also Rm800k. Meaning they are expanding

3) Revenue and net profit are better QoQ before covid. Meaning this company still growing.

By calculation. The N. Profit should be MIN Rm28 mil to 32 mil for FY21

This is just my 2 cent. Not for buying or selling advice
3 years · translate
Lai. Rm4.50
3 years · translate
如果根据2018 的net profit 438mil, 以目前的价格接近PE60,但是不可能根据以前的438mil net profit 了。
我觉得但是也不可以根据2020年突然spike up 的net profit 4, 131mil.

如果我们把profit 1/3 化which is 1400mil (1/3 of 4131mil) . 那么PE会在35左右。

If average the PE of 20 - 25. The price is only at around Rm3.50 to Rm4.50?

That is my thought...

However this company is good for future
3 years · translate
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