【行家论股】IJM 机场列车赚幅料8% | I3investor

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南洋行家论股

【行家论股】IJM 机场列车赚幅料8%

Tan KW

Publish date: Thu, 18 Jan 2024, 11:28 PM

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分析：兴业投行研究

目标价：2.47令吉

最新进展：

大马机场（AIRPORT，5014，主板交通和物流股）宣布，将此前暂停的吉隆坡国际机场（KLIA）机场列车（aerotrain）替换工程项目，重新颁发予阿尔斯通（Alstom），以及由IJM（IJM，3336，主板建筑股）与Pestech国际（PESTECH，5219，主板工业股）共组的联营公司。

IJM-Pestech联营公司获得的合约份额，价值为1亿7564万8007令吉。

行家建议：

机场列车工程将在这个月动工，预计2025年3月31日完成，这是除了东铁与古晋自动轻轨外，IJM在2024财年（截至3月）接获的第三个交通相工程。

若以IJM持股60%计算，该公司从年初至今至2024财年（截至3月）已获29亿令吉工程，我们预测2024财年的补充订单将达40亿令吉。

IJM目前总订单已增至65亿令吉，我们预测这个工作将带来8%的税前赚幅。

Pestech工程早在2021年12月，以7亿4300万令吉接获合约，去年8月合约被终止时，已完成37%工作，余下工程价值为4亿7000万令吉。

假设分配给阿尔斯通的合约价值为4亿5600万令吉，两者接获共6亿3200万令吉的合约，比工程剩余价值高出30%。

我们认为，IJM是可信赖的伙伴，而阿尔斯通则进一步确保工程交付。该公司曾在洛杉矶、迪拜、吉达和慕尼黑国际机场建设机场列车。

这项工作仍在预测内，因此，我们并未调整盈利预测，维持“买入”评级，目标价2.47令吉。

IJM股价走势18/01/24

https://www.enanyang.my/行家论股/【行家论股】ijm-机场列车赚幅料8

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