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Author: Tan KW   |   Latest post: Tue, 19 Jun 2018, 05:38 PM

 

GKENT Valuation 简单估值 @ 19 May 2018 - oldfriendsinvesting

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Friday, May 18, 2018

 

GKENT Valuation 简单估值 @ 19 May 2018

GKENT
简单估值
根据AR 2017:

GKENT 有
订单 order in book 5.6 billions 5,600,000,000
Equity 资本有 475,815,000 = 每股资本 = 0.84
Ordinary shares 股数有 563,269,000
2017 的Revenue 是 598,965,000. 也就是说order 比 yearly revenue 多九倍......
2017 净利率是 23%
算下5.6 billion 订单 可以赚多少钱 5,600,000,000 ×23% ÷ 563269000 = 每股盈利= 2.37
算算: 0.84 + 2.37 = 3.21
如果用25% margin of safety = 2.41
今天18/5/2018 股价是1.58
太多零,弄到我头晕。帮忙看看有没有算错。。。。。 
其他因素:
1)water metering 市场老大.
2) selangor, penang, johor, negeri sembilan之前也和gkent买水表. 尤其是selangor penang, 应该跟希联政府关系不错下. 而且其他的也被希联拿下了......
3)Singapore, Hongkong 这些出名清廉的国家也有跟gkent买水表
4)gkent 手头的订单,应该会继续...看不到会被取消的理由...就算取消也有赔償...margin可能会減少,但问题不大,因为"中间人费用“也会減少...
5)老板是生意人. 也会想办法和现任政府打好关系的....
6)gkent和德国Siemens有joint venture. 工程技术没问题。这些技术也难被其他本地公司取代.
7)除了MRT3, 也有其他工程合法,example: 建医院. 这个希联政府不会取消的...
8)大选前,老马一直唱巫统把国家卖给中国. 所以估计如果有新的政府工程合约应该会给本地公司..那gkent会比以前更加容易拿到工程.....
9)gkent share buy back 10%. EPS 立即增加10%.
10)老板,董事估了大部分的股权. 某blog说是80%. 所以市场留通的较少. 估计现在抛货的大多是散户.只要老板不大量抛售,应该不会跌到那里去...
 
 
 
Disclaimers: This is for educational purposes. This is not a buy/sell/hold call. Trade at your own risk.
 
http://oldfriendsinvesting.blogspot.my/2018/05/gkent-valuation-19-may-2018.html

 

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Labels: GKENT

Related Stocks

Chart Stock Name Last Change Volume 
GKENT 1.36 0.00 (0.00%) 3,053,200 

  Be the first to like this.
 
sell Why no mention MRT3, HSR will be cancelled under PH? Blogger trap buying at high price?
20/05/2018 21:33
Koon Bee This type of stock gkent/myeg...better avoid...we dont know what will happen.
21/05/2018 00:10
KLCI King You are right, Icon

Posted by Koon Bee > May 21, 2018 12:10 AM | Report Abuse
This type of stock gkent/myeg...better avoid...we dont know what will happen.
21/05/2018 00:16
KLCI King The order book amount is totally wrong!!!
23/05/2018 17:12
goreng_kaki cheap cheap
31/05/2018 15:08


 

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