南洋行家论股
依华建台 今年订单超标
目标价：50.5仙最新进展
依华建台（SENDAI，5205，主板建筑股）近期在新加坡，卡塔尔，及印度取得新工程合约，总值3亿2100万令吉。
今年至今取得的新合约总值，增至14.4亿令吉。
行家建议
依华建台在今年的订单已超越我们全年12亿令吉的预估，但我们仍保持中和看法，因为这些工程料会在明年才动工。
因此，我们将此次新获的订单，加入到2019财年13亿令吉的预估内，占其中的19%。
假设上述合约的税前盈利赚幅为4%，按照36个月的工程期限，每年料能带来约310万令吉的净利贡献。
目前，依华建台手持24亿3000万令吉的合约，确保未来1至1年半的获利能力。
由于新合约已在预估内，我们维持今明两年财测不变。
同时，维持“低于大市”评级，以及50.5仙目标价，这是根据2019财年的7倍本益比得出。估值偏低是因为净利表现极度波动，以及印度和油气业务的赚幅微薄。
http://www.enanyang.my/news/20181228/依华建台br-今年订单超标/
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