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2019-08-08 12:10 | Report Abuse
Ekobest never lose money in 20 years, every year got dividend.
Sin chew daily press report.
2019-08-08 12:02 | Report Abuse
2019-08-05 12:32:34
不曾亏钱 年年派息‧怡克伟士敢拼敢冲股海捞月
广告
原被搁置的多项“航母级”发展计划重新启动,让一度被暴雨狠狠拍打的建筑股重见曙光。
广告
多个“复活”项目中,目前最受关注的除了造价440亿令吉的东海岸铁道计划(ECRL),再来肯定就是发展值料达1400亿令吉的大马城(Bandar Malaysia)了。
因此,本期《股海捞月》决定谈谈怡克伟士(EKOVEST,8877,主板建筑组)这家和大马城撇不开关系的公司。
握30亿订单 竞标60亿工程
由本地著名大亨丹斯里林刚河控制的怡克伟士,是一家从事建筑、大道和产业业务的建筑财团,这家创办于1985年的公司拥有不俗的过往纪录。过去20年不曾亏钱,年年有派息,资产负债表在过去18年间膨胀近40倍,除了反映管理层敢拼敢冲的积极风格,也让该公司渐渐晋身国内顶尖建筑财团之列。
林刚河攫大马城合约后突成市场焦点
虽在建筑业打滚多年,怡克伟士过去很长一段时间却趋向低调,曝光率不高,一直到2016年杪才突然成为市场焦点;原因无他,正是其大股东林刚河成功从大马政府手上争取到价值千亿的大马城发展计划,让作为林刚河建筑臂膀的怡克伟士连带备受关注。
广告
可惜,政治色彩浓厚的大马城,之后命运却一波三折,先是政府取消与林刚河的交易,之后又一再拖延,一直拖到去年509大选变天后,大马城仍只是个概念,怡克伟士股价亦因此浮浮沉沉,一直没有新突破。
但希盟政府上台不到一年,首相马哈迪突然宣布重启大马城计划,让市场为之雀跃,一度与大马城擦身而过的林刚河,也再一次获选为大马城的联合伙伴,将与中国中铁(CREC)携手吞下大马城60%股权,成为大马城的联合“话事人”。
此项交易目前还在与政府洽商细节中,相信不久后会正式动笔签约。
林刚河旗下两家上市公司——怡克伟士和海滨城市(IWCITY,1589,主板产业组),自然也因上述消息而一度受追捧涨停,但两家公司随后发文告澄清并没参与大马城,消息一出投资者急忙抛售,股价很快回落,涨势不过昙花一现。
然而,先不说海滨城市,但怡克伟士真的不会参与大马城吗?
要看清这点,首先必须了解上市公司的消息汇报制度。首先,就现阶段而言,怡克伟士的确没参与大马城,因负责出面的是林刚河旗下另一家私人公司——依海控股(IWH),加上有关项目还没动工,受惠公司未定,两家公司在此时做出澄清确实没错。
广告
然而在商言商,只要林刚河顺利把握价值1400亿令吉的大马城,那不管他未来如何安置在大马城的股权,是继续由IWH持有并自行融资、注入名下上市公司提升融资弹性(2017年曾建议注入海滨城市)还是其他选项,怡克伟士都很有可能在大马城参上一脚,只是看以哪一种形式而已。
林刚河唯一上市建筑臂膀
这推测的理据在于,怡克伟士是林刚河唯一的上市建筑臂膀,也是其所控制的最大型上市公司,拥有充沛的执行能力和财力,能够以各种形式参与大马城,如工程承包商、发展商甚至是产业投资者或其他,毕竟这些都在怡克伟士专精范围内。
所以,怡克伟士现在没参与大马城,不代表以后也不会参与大马城,毕竟诺大的大马城发展计划肯定有许多能够让怡克伟士发挥所长的部份,如此难得的黄金机会,股东和董事部肯定都不愿错失。
截至去年杪,怡克伟士仍掌握30亿令吉订单在手,未来3年无忧,同时仍在竞标价值约60亿令吉的工程,显示即使大马城商机还没来敲门,建筑业务也已经非常强稳。
大道业务是金鸡母
除了建筑业务,怡克伟士旗下还有一只金鸡母,就是收费大道业务。
怡克伟士旗下大使路-淡江大道(DUKE),对雪隆地区的民众而言正变得越来越重要,该大道的主要功能是让城市周边地区与市中心的连接更加完善,透过衔接现有主要道路来纾缓多个地区或交汇点日趋严重的堵车问题,大大降低车主浪费在车龙中的宝贵时间。
鉴于DUKE大道的方便,其车流量多年来一直稳定增长中,为怡克伟士业绩和现金流做出重要贡献。截至今年3月31日9个月,大道业务营业额按年增长21.71%,至1亿3102万令吉;毛利成长23.99%,至1亿零157万令吉,继续稳健前进。
目前,DUKE大道还在扩大其业务版图中,全长29.8公里的斯迪亚旺沙-班底大道(SPE,前称DUKE3)的建筑工程正如火如荼进行中,这条新大道将衔接拉曼大学、旺沙玛珠、安邦乃至未来的敦拉萨国际贸易中心和大马城,并且会强化现有其他大道与主要公共交通如轻快铁和捷运的衔接,改善城市交通流。
待上述第三条大道正式通车,怡克伟士大道业务的表现料会更上一层楼。
怡克伟士目前共持有DUKE的60%股权,另外40%则在2016年以11亿3000万令吉卖给雇员公积金局(EPF);据了解,怡克伟士和公积金的最终目标是让DUKE在马股上市,而这估计会在未来几年里实现。
企业消息料陆续有来
经过去5年急速成长,怡克伟士如今的业绩规模足以名列马股建筑财团的前5强,但与龙头之间还有一段距离。无论如何,在大马城潜在商机和大道业务扩张等利好加持下,怡克伟士其实还在成长中,未来大有机会力争更好的排位。
截至2019年3月31日第三季,怡克伟士营业额按年涨51.27%,至3亿3061万令吉;净利成长71.72%,至2940万令吉。9个月营业额扬34.09%,至9亿9667万令吉;净利报1亿1717万令吉,按年起7.44%。
另外,该公司的EkoCheras购物商场也已顺利开张,有关商场地点极佳,被多个成熟的住宅区环绕,还有蕉赖捷运站和蕉赖路庇护,因此去年杪一开业即取得91%租用率,未来或会成为该公司另一稳定收入来源。
至少32亿银弹在手
以资产负债表看,怡克伟士的贷款高达65亿令吉,但绝大部份来自大道业务,用于兴建大道,受非常强稳的大道收入支撑,问题不大,何况该公司还有超过32亿令吉的现金、储蓄和投资基金在手,财政稳定。
总的来说,怡克伟士是一家雄心万丈的公司,从近几年的布局不难看出该公司不满足现况。企业消息料陆续有来,加上大股东林刚河如愿染指大马城这块“千亿大饼”,怡克伟士将迎来“借东风”的好机会,若能把握良机顺势而上,或就有机会在未来几年独领风骚了。
组合回酬微跌
马股7月走势乏力,全场跌多升少,导致组合在期间小跌1.14%。
进入8月,组合4家公司都将在本月里公布业绩,包括因更改财政年至6月30日而将于本月公布两个月业绩的立通国际(REDTONE,0032,创业板电讯媒体组),希望继续捎来惊喜,替组合带来活力。
期待下期专栏能给各位报喜吧。
声明:股海捞月和股海组合提供的资料只供参考,志在助投资者认识一些不获证券行重视的小型股和追踪相关股后续表现,不是买卖建议,任何投资决定还请先征询专业股票经纪的意见,盈亏自负。
作者 : 李三宇
文章来源 : 星洲日报 2019-08-05
2019-08-08 11:47 | Report Abuse
Not much to comment, just wait for the good news.
All ready.
2019-08-08 10:50 | Report Abuse
All the investors already focus on ekovest.
2019-08-08 09:52 | Report Abuse
But I see it's too close for the announcement.
All the best.
2019-08-08 09:43 | Report Abuse
Iwcity shooting up, ekovest still sleeping..
Hahaha
2019-08-07 22:12 | Report Abuse
Hopefully most of the investors will run to ekovest.
2019-08-07 21:26 | Report Abuse
See you all, wake me up before you go go.
2019-08-07 21:25 | Report Abuse
So just wait and see, I only wonder how high is the ekovest fly after announcement.
2019-08-07 21:23 | Report Abuse
birkincollector lol bursalord no need post old news liao....tonight dji bloodbath again tmr i doubt ekovest can survive the slaughter
07/08/2019 9:15 PM
Hahaha... the time will prove who is right or wrong.
So just wait and see, if the source is right, the monkeys will desapear, the winner will celebrate, its happened in others forum too.
2019-08-07 21:19 | Report Abuse
I don't think china press or sin chew just simply report nonsense.
If you are not sure, please call the press.
2019-08-07 21:17 | Report Abuse
China press and sin chew daily press is very clear to report the bandar Malaysia project.
Either you believe or not, it's your decision.
No one is forcing to buy or to sell, make your own judgement.
2019-08-07 20:56 | Report Abuse
So many monkey show in the forum, seems like every one is ready.
Ekovest become famous now.
2019-08-06 10:28 | Report Abuse
If based on iwcity record, ekovest will run like mad horse till TP.
HAHAHA!!!!!!!!
2019-08-06 10:22 | Report Abuse
Few of the fouvarite counters already change green.
Go go ekovest go
2019-08-06 10:20 | Report Abuse
More good news to come.
Rm 3-5 is expected if based on iwcity prevous record.
So buyyyyyyyy!!!!!!! Hahaha
2019-08-06 09:54 | Report Abuse
Announcement coming soon, maybe today, tomorrow or the common day.
Please refer to china press and sin chew daily.
They are confident to report the news
2019-08-06 09:52 | Report Abuse
Hopefully will announce before hari raya haji, so everyone can has a good holiday.
2019-08-06 09:50 | Report Abuse
Kingston1 Runnnnn !!!
06/08/2019 9:47 AM
Hahaha!!!!!! You are still sleeping, wake up and buy ekovest.
2019-08-06 08:20 | Report Abuse
Latest news from sin chew daily.
Sin chew believe tan sri lim kang hoo will sign the bandar malaysia agreement soon.
2019-08-05 22:48 | Report Abuse
All the investors will run to ekovrst, the only counter got hope due to the bandar malaysia project.
The government should announce bm project early, the construction and property index might help klse index to stay bit firm
2019-08-05 22:30 | Report Abuse
diehardunited No more Eko. Game over already. Better switch to this recession/downtrend-proof stock https://klse.i3investor.com/m/blog/fatprofitstock/218006.jsp
05/08/2019 10:21 PM
No good future news and nothing, how to switch?
What a joke?
2019-08-05 21:53 | Report Abuse
Dj index won't effect ekovest much, most of the invest waiting for the news announcement. Today ekovest show the stability even though others counters are dropping
2019-08-05 21:49 | Report Abuse
China press news report might be true, if not sin chew won't report the ekovest/bn project news for the second time.
2019-08-05 19:15 | Report Abuse
So what more info do the investors need?
2019-08-05 19:13 | Report Abuse
Sin chew press believe ts lim kh will sign the agreement for bm project soon.
2019-08-05 19:10 | Report Abuse
但希盟政府上台不到一年,首相马哈迪突然宣布重启大马城计划,让市场为之雀跃,一度与大马城擦身而过的林刚河,也再一次获选为大马城的联合伙伴,将与中国中铁(CREC)携手吞下大马城60%股权,成为大马城的联合“话事人”。
此项交易目前还在与政府洽商细节中,相信不久后会正式动笔签约。
2019-08-05 19:06 | Report Abuse
贸易战升级害苦亚股‧马股收...
财经 > 投资法则
2019-08-05 12:32:34
1086
0
不曾亏钱 年年派息‧怡克伟士敢拼敢冲股海捞月
广告
原被搁置的多项“航母级”发展计划重新启动,让一度被暴雨狠狠拍打的建筑股重见曙光。
广告
多个“复活”项目中,目前最受关注的除了造价440亿令吉的东海岸铁道计划(ECRL),再来肯定就是发展值料达1400亿令吉的大马城(Bandar Malaysia)了。
因此,本期《股海捞月》决定谈谈怡克伟士(EKOVEST,8877,主板建筑组)这家和大马城撇不开关系的公司。
握30亿订单 竞标60亿工程
由本地著名大亨丹斯里林刚河控制的怡克伟士,是一家从事建筑、大道和产业业务的建筑财团,这家创办于1985年的公司拥有不俗的过往纪录。过去20年不曾亏钱,年年有派息,资产负债表在过去18年间膨胀近40倍,除了反映管理层敢拼敢冲的积极风格,也让该公司渐渐晋身国内顶尖建筑财团之列。
林刚河攫大马城合约后突成市场焦点
虽在建筑业打滚多年,怡克伟士过去很长一段时间却趋向低调,曝光率不高,一直到2016年杪才突然成为市场焦点;原因无他,正是其大股东林刚河成功从大马政府手上争取到价值千亿的大马城发展计划,让作为林刚河建筑臂膀的怡克伟士连带备受关注。
广告
可惜,政治色彩浓厚的大马城,之后命运却一波三折,先是政府取消与林刚河的交易,之后又一再拖延,一直拖到去年509大选变天后,大马城仍只是个概念,怡克伟士股价亦因此浮浮沉沉,一直没有新突破。
但希盟政府上台不到一年,首相马哈迪突然宣布重启大马城计划,让市场为之雀跃,一度与大马城擦身而过的林刚河,也再一次获选为大马城的联合伙伴,将与中国中铁(CREC)携手吞下大马城60%股权,成为大马城的联合“话事人”。
此项交易目前还在与政府洽商细节中,相信不久后会正式动笔签约。
林刚河旗下两家上市公司——怡克伟士和海滨城市(IWCITY,1589,主板产业组),自然也因上述消息而一度受追捧涨停,但两家公司随后发文告澄清并没参与大马城,消息一出投资者急忙抛售,股价很快回落,涨势不过昙花一现。
然而,先不说海滨城市,但怡克伟士真的不会参与大马城吗?
要看清这点,首先必须了解上市公司的消息汇报制度。首先,就现阶段而言,怡克伟士的确没参与大马城,因负责出面的是林刚河旗下另一家私人公司——依海控股(IWH),加上有关项目还没动工,受惠公司未定,两家公司在此时做出澄清确实没错。
2019-08-05 16:56 | Report Abuse
My six sense told me to sell at wct, iwcity and mrcb after making some profit.
Feeling like ekovest will rocket up to heaven
2019-08-05 16:53 | Report Abuse
Already change counter from iwcity to ekovest.
2019-08-05 16:21 | Report Abuse
It's time to buy ekovest, not to sell.
2019-08-05 15:49 | Report Abuse
Hahaha!!!!!! My six sense telling me, coming liao.
Stock: [EKOVEST]: EKOVEST BHD
2019-08-08 12:38 | Report Abuse
is a pity that the city of Malaysia has a strong political color. After that, the fate has been twisted and twisted. First, the government canceled the transaction with Lin Ganghe. After that, it was delayed again. It was dragged to the 509 election last year. The city of Malaysia is still only a concept. Ekovest. The stock price has also been so heavy, there has been no new breakthrough.
However, less than a year after the new government took office, Prime Minister Mahathir suddenly announced the plan to restart the Malaysian city, so that the market is full of joy. Lin Ganghe, who once passed the city of malaysia , was once again elected as Malaysia. The city's joint partner will join hands with China Railways (CREC) to swallow a 60% stake in Malaysia City and become a joint “talker” in Malaysia.
The transaction is still in contact with the government for details, and I believe that it will be officially signed soon.
Lin Ganghe's two listed companies, Yikweishi and IWCITY (1589, main board industry group), were naturally sought after by the above news, but the two companies subsequently clarified that they did not participate in the big Malysia city. the news came out of the investors rushed to sell, the stock price quickly fell, the gains were short-lived.
However, let's not talk about the seaside city, but will ekovest really not participate in Malaysia?
To see this clearly, we must first understand the news reporting system of listed companies. First of all, at this stage, Ike ekovest did not participate in Malaysia City, because I was responsible for the other private company of Lin Ganghe, iwh Holdings (IWH), and the related projects have not yet started. company has not decided, the two companies made a clear clarification at this time.
Advertising
However, in the business talks, as long as Lin Ganghe successfully grasps the Malaysian capital worth RM140 billion, no matter how he will place his equity in malaysia city in the future, he will continue to be held by IWH and raise funds by himself and inject it into the listed company. Financing flexibility (injected into the coastal city in 2017) or other options, ekovest are very likely to take part in the city of Malaysia, just to see which form.
Lin Ganghe's only listed building arm
The rationale behind this speculation is that
Ekovest is the only listed building arm of Lin Ganghe and the largest listed company under its control. It has sufficient execution capacity and financial resources to participate in various forms of Malaysia City, such as engineering. Contractors, developers and even industrial investors or others, after all, these are within the scope of the ekovest specialization.
Therefore, ekovest does not participate in Malaysia City now, and does not mean that it will not participate in Malaysia City in the future. After all, Noda’s Malaysia City Development Plan must have many parts that will enable ekovest to develop its strengths. The rare gold opportunity, shareholders and the board of directors are certainly not willing to miss.
As of last year, ekovest still has orders for RM3 billion, and there is no worries for the next three years. At the same time, it is still bidding for a project worth about RM6 billion, showing that even if the business opportunities in Malaysia are not knocking, the construction business is also It has been very strong.
Avenue business is Golden Chicken
In addition to the construction business, ekovest .also has a golden chicken mother, which is the toll avenue business.
The ambassador's ambassador's road, DUKE, is becoming more and more important to the people in the snow region. The main function of the avenue is to make the connection between the surrounding area and the city center more perfect. Linking existing major roads to alleviate the increasingly serious traffic jams in multiple districts or junctions, greatly reducing the precious time that car owners waste in the car.
In view of the convenience of DUKE Avenue, its traffic has been growing steadily for many years, making an important contribution to the performance and cash flow of Yike Weishi. As of March 31 this year, the turnover of the Avenue business increased by 21.71% year-on-year to RM13.21 million; the gross profit grew by 23.99% to RM10.157 million, and continued to progress steadily.
At present, DUKE Avenue is expanding its business map. The construction of the 29.8-kilometer Sdiawangsa-Bandi Avenue (SPE, formerl