Triumph in Bursa

GLOVE Up? Healthcare Up? HIDDEN GEM behind them yet to Discover. UEM EDGENTA - By TriumphinBursa

ValueBuy 1619
Publish date: Sun, 12 Jul 2020, 10:54 PM

Join our Telegram Channel : https://t.me/TriumphinBursa

12 July 2020

52wk High : 3.52
52wk Low : 1.88
Current @ 2.04  (8.5% recover from bottom) (72% to reach High)

 


UEM Edgenta has been doing the backstage jobs for the hospital as their core business.


Hospital used tonnes of GLOVE, PPE, MASK ? But who help them clean the mess up? 



Somemore their STATs are so CANTIK ! High Dividend Yield, Low P/E, Good Profit Margin, Nice NTA
 

EPS (cent)
P/E Ratio
ROE (%)
Profit Margin (%)
CAGR - Revenue (%)
CAGR - PAT (%)

 

 

 

 

 

 

Number of Share
Dividend (cent)
Dividend Yield (%)
Dividend Policy (%)
NTA (RM)
P/B Ratio
YoY Score


THEIR Q1/2020 see growth in Healthcare Support but Profit drop due to compressed margins. 

 

 

Prospects by Segment
i. Asset Management
The Asset Management segment led by the Healthcare Support division is expected to continue contributing to the Company’s long-term growth, fueled by the increasing demand for hospital support services regionally, increased digitisation of healthcare solutions and the emergence of new care models beyond the traditional hospital offerings.
For the Healthcare Support division, margins and profits are expected to soften on higher direct costs for Malaysia’s Healthcare Concession business and expiry of higher margin contracts in 2019. The division will focus on managing cost escalations of its Healthcare Concession Business through operational excellence initiatives to derive cost efficiencies and protect its margins. On the regional front, the Healthcare Commercial business will emphasise on operationalising and optimising contracts secured in Singapore and Taiwan amid lower margins due to an increasingly competitive tendering environment.
As for the Property and Facility Solutions division, it will focus on securing more projects in high-value commercial as well as industrial-based buildings in its portfolio of assets under management.

 
ii. Infrastructure Solutions
The outlook for the infrastructure sector is expected to be challenging in FY2020, given the potential deferment of large infrastructure projects and slowdown in work done for expressways on the back of budgetary constraints for asset and project owners. As such, the Infrastructure Services and Asset Consultancy divisions will continue to deliver on existing work in hand, as well as undertake operational excellence initiatives to protect the divisions’ profit margins.




LATEST NEWS :

Recently (9July) they have secured contracts estimated to be worth up to RM284.02 million to provide hospital support services to the Ministry of Health of Singapore’s restructured hospitals. 
https://www.theedgemarkets.com/article/uem-edgenta-unit-secures-rm284m-worth-hospital-services-deals-singapore-govt

 

AND  (July 10): RHB Research has upgraded its rating for UEM Edgenta Bhd to “buy” with a higher target price (TP) of RM2.75 from RM2.70.
https://www.theedgemarkets.com/article/rhb-upgrades-uem-edgenta-buy-after-new-hospital-contract-wins

 

We believe Edgenta still a bargain BUY now. And more to come contracts secured in future.
If you like our sharing, Join our Telegram Channel :  https://t.me/TriumphinBursa

Related Stocks
Discussions
Be the first to like this. Showing 0 of 0 comments

Post a Comment