南洋行家论股
【行家论股】金务大 股价仍被低估
分析：兴业投行研究
目标价：9.79令吉
最新进展：
金务大（GAMUDA，5398，主板建筑股）连续3年获得承建台湾捷运工程，并在本轮合资项目占了75%多数股权，收获的合约分成总计839亿7000万新台币（约113亿令吉）。
此为集团在台湾市场最大型项目，汐止-东湖捷运主工程，可分得239亿7000万新台币（约32亿令吉），另有附加工程，可再分得600亿新台币（约81亿令吉）。
（取自金务大官网）
行家建议：
金务大迄今未交付订单共287亿令吉，8月算起的2025财年新接订单已有40亿令吉，预料本财年总共可囊收200亿令吉订单。
上述数据尚未计入台湾数项捷运的附加工程，这些项目预计在未来3年才陆续正式颁发和计入。
中短期来看，集团的潜在得标项目，包括了槟州轻快铁（LRT）、沙巴乌鲁巴达斯（Ulu Padas）水力发电站及供水工程，和可望突破10亿令吉的数据中心建案。
我们预料金务大下来每年都可再获超过100亿令吉订单，未来3年盈利复合增长（CAGR）达16%。
新获得的捷运工程仍在我们新增订单的预测内，目前并未调整对金务大的财务预测。但考虑到19.9倍预期本益比仍低于同行的超过20倍，而且又处于行业上行周期，我们重申金务大当前股价仍被低估。
评级“买入”，目标价定在9.79令吉。
https://www.enanyang.my/行家论股/【行家论股】金务大-股价仍被低估
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