FundSG123

FundSG123 | Joined since 2014-03-31

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2014-03-31 17:01 |

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2014-03-31 15:28 | Report Abuse

现价:0.43
目标1:0.52
目标2:0.63
目标3:0.75
信心指数:80%
投资看点:地仓大,而却公司开始计划推出一系列大型产业发展,发展总值高达70亿

投资原因:
1)地仓超大,mkland持有大约5400acre土地
地点分布霹雳州,吉隆坡,雪兰俄,浮罗交怡等
多数土地购买多年,搁置无发展而且尚未重估
在账目记账,这些资产估值约10亿
诺进行资产重估,价值可说是惊人

2)目前公司有三大房地发展项目
~damansara perdana (地点:petaling jaya,发展占地:750acre)
~Damansara damai(地点:sungai buloh,发展占地:400acre)
~meru perdana(地点:ipoh,发展占地:92acre)

3)休闲娱乐场所+高尔夫球场+旅店
~Bukit Merah Laketown Resort ,Bukit Merah, Perak 
~the Langkawi Lagoon Resort ,Langkawi, Kedah. 
~Taiping Golf Resort ,taiping perak
~Taiping Golf and Country Club,Taiping, Perak
~ombak villa suite 酒店(刚开张)

4)公司计划在未来五年,推出项发展计划GDV:高达70亿
Estimate GDV:70亿
Estimate net profit margin:10%
Estimate total net profit:7亿
Estimate period of construction :5 年
estimate net profit per year:1.4亿
estimate future P/E ratio:3.5

5)管理层考虑售地,减少负债,提高派发股息
公司开始派发股息 latest 4quarter :3sen股息


潜在风险:
1)国家银行潜在打压房地产以及家债
潜在好处:
1)GST要来了,所以预计2015 年房价会上涨,2014年下半年会吸引购屋者。