南洋行家论股
马资源股价大跌过度悲观
目标价：1.01令吉
最新进展：
马资源（MRCB，1651，主板产业股）首季净利暴涨1.49倍，报2152万7000令吉。归功于旧巴生路产业项目的盈利贡献，及东部疏散大道（EDL）停止运营后，基建业务已无营运亏损。
行家建议：
马资源首季业绩符合我们预计，且看好未来数季业绩继续强劲。
股价今年至今挫51%，大选后至今则跌43%，反映出投资者情绪过度悲观，担心新政府紧缩财政措施会冲击该公司，进而忽略其深厚的价值。
马资源财务稳健，且还有能力提升与主要股东--公积金局合作项目的价值。
实际上，在完成武吉加礼尔的产业项目后，中央政府的工程仅占公司总订单11%。至于LRT3计划，料不会有改变。
我们上修评级至“买入”，但下调目标价至1.01令吉。因为我们之前对于EDL的估计过高，目前该大道公司仅拥有足够的现金，在6月支付约4000万令吉票息给债券持有人，所以希望在另一个票息支付日前，政府能够加快完成收购EDL。
http://www.enanyang.my/news/20180605/马资源股价大跌过度悲观/
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
More articles on 南洋行家论股
Discussions
Be the first to like this. Showing 0 of 0 comments
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
MQ Trading Signals
Time
Signal
Duration
Type
2025-01-16 16:00:00
EMA 5
5 Mins
BUY
2025-01-16 15:55:00
EMA 5
5 Mins
SELL
2025-01-16 15:50:00
EMA 5
5 Mins
BUY
2025-01-16 15:45:00
EMA 5
5 Mins
SELL
2025-01-16 15:40:00
ADX
5 Mins
SELL
Apps
Top Articles
1
2
RHB Investment Research Reports
3
4
Good Articles to Share
Eli Lilly CEO on Fighting Cancer and Obesity, Drug Pricing (Correct)
5
Good Articles to Share
Evercore ISI's Julian Emanuel says its too early to buy weakness
6
Good Articles to Share
7
Good Articles to Share
8
Good Articles to Share
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
