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Author: Tan KW   |   Latest post: Mon, 14 Oct 2019, 9:55 AM

 

许甲明 新增合约料2.5亿

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目标价:1.35令吉最新进展

许甲明(KKB,9466,主板工业股),获得3项总值3080万令吉的供应合约。

第一项合约来自国油贸易(PETDAG,5681,主板消费股),为后者供应新的石油气桶和翻新桶,及供应石油气开关调节器。

第二项合约也是国油贸易颁发,由联号公司Edisi Optima 私人有限公司负责,包括翻新石油气桶、重检规格和清理石油气桶。

第三项合约来自Laras Jaya工程私人有限公司,将为砂拉越水供网络计划,供应软钢水泥内衬管。

行家建议

3项总值3080万令吉的新合约,推高许甲明未入账合约总值至9亿令吉,相等于营业额2倍的可见度。

根据公告,州水供项目总值约28亿令吉,但未公布第一阶段预算,因此未纳入现有目标。

随着今年投标项目增加,我们预测本财年新增合约为2.5亿令吉。

另外,许甲明仍受益于砂拉越即将来临的水务工程,我们期待该公司在短期内获得更多合约。

配合新合约,我们上调目标价至1.35令吉,并维持“买入”评级。

http://www.enanyang.my/news/20190322/许甲明br-新增合约料2-5亿/

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