Yeap Boontat

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Joined Jun 2022

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Elsa FYE 2026 annualized PAT and revenue of RM 5.6 mil and RM 185 mil came in lesser than expectated. PAT margin just 3%, lesser than FYE 2025 of 4%.

This EPS will be 5.6/538.4 = 1 Sen.

Assuming FYE 2027 registers growth of 10%, the EPS will be 1.1 sen.

Assuming PE of oil gas average of 8-10x, the fair value is just 11 sen at maximum.
2 days · translate
Wow the recently released Q1 2026 results of Pentech Bhd is impressive, which showed annualized revenue and PAT of RM 266mil and RM13.44 mil, respectively. The PAT margin stood at 5% vs FYE 2025 of 4.55%. The EPS is 2.17 sen.

The PAT showed a growth of 27% as compared to FYE 2025, which is the strongest so far.
Assuming FYE 2027 grows at average rate of 15%, the EPS 2027 will be 2.5 sen.
Applying PE of 20x for tech sector, the FV is 50 sen
Blue sky PE of 30x, FV is 75 sen.
3 days · translate
The recently released Q1 2026 result showed PAT of RM 3 mil on background revenue of RM 29 mil with PAT margin of 10.4%

Annualized net profit and revenue for year 2026 will be RM 12 mil and RM 119 mil. EPS will be 12/567 = 2.11 Sen. Translating to a net growth of 20% vs FYE 2025.

Assuming similar growth for FYE 2027, the EPS will be 2.54 sen.

peers eg SNS (PE 18x), cloudpoint (12x) and Infotech 17x, the average PE is 15x. Thus the TP for MMCS is 15 x2. 54 =38 sen. Lowest is 30.5 sen
5 days · translate
Just lucky.
Sblm apply IPO, saya selalu berdoa pada tuhan. Agar diberikan sedikit rezeki. If dapat IPO, saya selalu donate sikit duit kpd yg miskin dan temples. /
1 week · translate
Thank Buddha dapat sikit SUMTECH
1 week · translate
Sold all 27. 5 sen.. Happy happy amitofo
1 week · translate
As it is the first bus body company to be listed, there is no direct peer comparison. The nearest automative vehicle companies are APM, SMIS and Feytech which trades at PE of 10-14x. While related to bus industry is HI Mobility and Perak transit (PE of 3 - 21x).
1 week · translate
Wow such an impressive 1Q 2026 which was released last week by BUSCAP.

It sees an annualized revenue and net profit of RM 77.13 Mil and RM 10.132 respectively.
EPS is 2.64sen

Net profit margin increased to 13.1% from 11.1%.
Assuming
FYE 2027 growth of 10%, the projected EPS is 2.9 sen.
Ascribing a low tier PE of 10x, similar to SMIS and APM, the expected fair value is 29 sen.
1 week · translate
Wow. Spiked!!
Sold all 40 sen GTD!
2 weeks · translate
See money, take money.. Long holidays coming.
3 weeks · translate
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