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南洋行家论股

Author: Tan KW   |   Latest post: Fri, 27 Nov 2020, 7:09 AM

 

【行家论股/视频】嘉登 下半年展望亮眼

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https://youtu.be/Tq1Leexn0dE

分析:兴业投行研究

目标价:60仙

最新进展

嘉登(GADANG,9261,主板建筑股)管理层估计,工程在管控令后会取得更好的进展。

嘉登现有合约,包括近期获颁发的两项有关东海岸铁路项目。

此外,还有捷运站、赛城医院和敦拉萨国际贸易中心(TRX)工程,当中属捷运站未完成订单价值最高,超过4亿令吉。

 

 

行家建议

我们近期与嘉登管理层进行了视讯会议,他们透露将投标东铁项目B部分第7和8节,合约价值可能与先前已获颁东铁合约配套价值相近,个别配套少过1亿令吉。

截至5月,该公司竞标总值高达16亿令吉项目,包括东铁、医院和建筑工程,下半年展望更加亮眼。

同时,高达9亿5800万令吉未完成建筑订单,足以让嘉登未来24个月保持忙碌,考虑到还款期通常是60天,东铁配套料从下月起贡献盈利。

另外,我们得知东铁配套赚幅可能达中单位数,但认为其他配套赚幅可能不同,取决于招标时的定价。

我们维持2021财年5亿令吉新合约的预测,并估计营运环境改善可带动盈利恢复,因此维持财测不变。

嘉登的股价诱人,估值仅达本益比8倍,比建筑指数5年均值低2个标准差,预测上调评级至“买入”,目标价从42仙提高至60仙。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】嘉登-下半年展望亮眼

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Labels: GADANG

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Chart Stock Name Last Change Volume 
GADANG 0.41 +0.005 (1.23%) 1,645,000 

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