Eddy Khoo's comment on PTRANS. All Comments

Eddy Khoo
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already expected that the company has no fund to support longer term of sbb. just spent around RM300k last week and it s done.
路人
wb转换的64m股0.5行使价大概32m,加上公司还剩26m现金流大概58m,sbb总股数10%买满的话,每股0.44,现在才0.21,可以轻松买至2倍的sbb量哦。。
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THE ASSASSIN
If the Group and Management believes that the share price is way below intrinsic value, why no SBB initiative in an aggressive manner ? A lot of retailers are still waiting to cut loss at higher level before the next QR announcement :-|
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路人
为什么sbb要激进?被阻击了的公司反而要慢慢拖才对。。
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THE ASSASSIN
That’s because there is a specific Press Release and guidance by the Company on 6 August relating to initiative to share buy back. Retailers that bought in ~ 25 Sen will be in loss position now. More importantly, will the Company be willing to cancel the treasury shares after SBB or treat them as “trading shares”.
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路人
sbb都还没完成总结,多少价位基本没意义。用熬鹰战对付空军是最好不过了,做空是需要租借费的,空军强烈时在低位排队才是最好的策略。
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THE ASSASSIN
Accumulated short selling position in the Company really minimal (ie. 2.2m only as at 17/8/26) based on Bursa Malaysia - Short Selling details. “Trapped” retailers at high price level are the ones trying to exit at varying share price level.
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路人
每天都被空军骚扰,sbb拉高是白费力气的,只有熬鹰。
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Kar Kay Low
SBB 的目的不是推股价,只要SBB的价位足够低过公司内在价值就=为股东创造了比起拿钱去Paid Dividend更多的价值,所以股价跌是好事,股价越跌,公司就应该用更大力度的SBB去吸纳。 要的就是在有限的资金内买回更多的股票。
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THE ASSASSIN
Exactly. In that case, SBB should be aggressively initiated until 50 Sen since Management is confident that the intrinsic value (73 Sen) is much higher. Otherwise, it makes a mockery of the Press Release and SBB initiative.
1 Like · 3 days · translate
路人
严格来说,要面对空军的情况下,sbb到50仙是做不到的,每股打满也就44仙,而且每拉起来一点,解套的人跟空军就会卖出砸下来,所以只能慢慢拖死空军。
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