oniongor

oniongor | Joined since 2017-04-21

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Stock

2019-02-27 12:18 | Report Abuse

anyone using homily chart, can help me check on this stock?

Stock

2019-02-27 11:49 | Report Abuse

AWC Berhad - CIMB Research 27/2/2019


Better quarters to come
■ 1HFY6/19 net profit of RM13.1m (+29.2% yoy) was within our expectations.
■ We expect stronger quarters in 2HFY19, especially from increased
contribution from facilities, environment and rail divisions.
■ Maintain Add with an unchanged SOP-based TP of RM1.26.
2QFY6/19 net profit rose 15.4% qoq; boosted by rail segment
2QFY6/19 revenue rose 25.5% qoq, mainly owing to higher contribution from all divisions
as well as maiden contribution from its rail segment. 2QFY19 EBITDA margins were also
stronger at 15% (+0.8% pt qoq) given higher contribution from higher-profit margin
segments: engineering, environmental and rail. This resulted in 2QFY19 core net profit
rising to RM7.0m (+15.4% qoq) despite an increase in both interest costs (>100% qoq)
and tax rate (+1.2% pts qoq).
1HFY6/19 net profit of RM13.1m (+29.2% yoy) was in line
1HFY6/19 revenue and core net profit rose to RM154.4m (+14.8% yoy) and RM13.1m
(+29.2% yoy), respectively. The stronger 1HFY19 performance was mainly attributed to
higher revenue recorded from both the facilities and environment divisions. 1HFY19
EBITDA margin also improved to 14.6% (+2.6% pts yoy) with increased contribution from
the environment division (higher profit margin segment). While 1HFY19 net profit formed
45.8% of our FY19F, we deem this in line as we expect stronger 2HFY19 results ahead.
All divisions are performing well
The facilities division was the most profitable segment in 1HFY19, with a PBT of
RM10.4m (+8.4% yoy). This was thanks to the commencement of new facilities projects
and recognition of critical asset refurbishment programme (CARP). The environment
division’s 1HFY19 PBT also improved 48.1% yoy to RM5.8m from higher progress
billings. The engineering division also recorded higher 1HFY19 PBT of RM2.5m (+40.8%
yoy) due to better cost control efforts and more projects undertaken.
Orderbook remains robust
In 2QFY19, AWC began to incorporate contribution from its rail segment, which posted a
revenue of RM8.3m and PBT of RM3.1m. In this segment, AWC currently has an
orderbook of RM73m for the next two years. Including its rail segment, its total order book
stood at RM1bn (as of 1 Jan 19), also consisting of contracts in facilities division
(RM627m), engineering division (RM140m) and environment division (RM163m).
Maintain Add
With 1HFY19 earnings in line, we make no changes to our earnings estimates. Our Add
rating and target price of RM1.26 (11.3x CY20 P/E) are also maintained. At 9.2x CY20
P/E, we believe the stock’s risk-reward profile is attractive. Moving forward, we expect
AWC’s share price to move higher in tandem with more contract wins and stronger
earnings delivery in 2HFY19F. Downside risks are contract execution delays and weaker than-
expected orderbook replenishment.

Stock

2019-02-27 01:12 | Report Abuse

pensoni is the distributor if you can see from the shopee.com.my. Soemthing is brewing for pensoni.

Stock

2019-02-26 19:55 | Report Abuse

Grab from MRCB latest QR:

The Group’s 50%-owned LRT 3 project joint venture company MRCB George Kent Sdn Bhd contributed lower profit after tax of RM14.6 million, compared with RM15.2 million in the corresponding period in 2017.

It looks good though.

Stock

2018-12-06 22:37 | Report Abuse

The upcoming QR unlikely to be good, the contribution from engineering segment wont be good, as u can see from latest QR of mrcb

Stock

2018-10-10 10:51 | Report Abuse

if i buy today, am i still entitle for the dividedn?

Stock

2018-09-07 14:24 | Report Abuse

dont sohai la SHquah, see properly, the annoucemnt for 28-Aug-2018 to 30-Aug-2018.

News & Blogs

2018-07-20 22:23 | Report Abuse

koko888, how about comfort? i've been following ur comfort from green to now red. Do u still keep it? Please advice. thank you.

News & Blogs

2018-06-14 22:52 | Report Abuse

where are u koko888? faster come out share some good stocks leh.

News & Blogs
Stock

2018-03-21 17:19 | Report Abuse

KGB is one the great gem for year 2018. Coming soon there will be a lot of projects going to announce. Now is the time to grab it before it shoot to above rm1.

News & Blogs

2018-03-14 22:38 | Report Abuse

the revenue for 2017 only 317m, management lie

Stock

2017-12-21 15:08 | Report Abuse

today is a good chance to buy

Stock

2017-12-09 00:46 | Report Abuse

Good chance to collect

Stock

2017-12-05 13:28 | Report Abuse

thanks gkent, proud of u

Stock

2017-11-30 07:21 | Report Abuse

According to mrcb latest quarter result, the lrt completion is about less than 10%.

Stock

2017-11-28 13:31 | Report Abuse

this is a growing company, dont buy mother share, buy company warrant.

Stock

2017-11-24 17:25 | Report Abuse

Time to run dude.

Stock

2017-11-24 13:22 | Report Abuse

guarantee 80m PAT, double digit growth!!

Stock

2017-11-24 13:09 | Report Abuse

Sean you are right, news out!!! Acquire Aspion!!!

Stock

2017-11-22 00:01 | Report Abuse

According to the result, the completion of LRT3 project is less than 10%.

Stock

2017-11-19 21:22 | Report Abuse

dex BNM just instruct all bank to change the new CRM to ink stained bin. All new machine will automatically comes with ink stained. OKI machine is one of the machine got that features. Next year contract for all bank that use OKI will renew after 3 years service. Good luck for next year.

Can share the link? Tq

Stock

2017-11-17 16:01 | Report Abuse

Earn some free meal today, thanks to panic seller

Stock

2017-11-17 12:35 | Report Abuse

result expected released dec first or 2nd week.
According to past, its Q3 should be better than Q2, while Q4 is the strongest Q

Stock
News & Blogs

2017-11-17 08:26 | Report Abuse

koko888 why u deleted the latest post?

Stock

2017-11-14 14:43 | Report Abuse

The upcoming result is below the expectation.

News & Blogs

2017-10-13 10:37 | Report Abuse

另外又看到另一支很低价很低价的股,个人认为今年公司业绩能转亏为盈,是有潛能低价股的公司,不知道您有兴趣吗?

當然有,兄弟請明言

Stock

2017-10-02 16:56 | Report Abuse

Today is a very good opportunity to buy it.

Stock

2017-09-28 13:29 | Report Abuse

Your so called insider news can throw into dustbin, result out, 25m

Stock

2017-09-25 21:20 | Report Abuse

Bought 1000 lot today @ 2.94. Gkent, waiting u to drop more.

Stock

2017-09-11 22:43 | Report Abuse

gkent my favorite counter at all time

News & Blogs

2017-09-04 23:43 | Report Abuse

koko, can comment for latest quarttery report?

News & Blogs

2017-09-04 23:26 | Report Abuse

不知koko兄對新的業績有何意見

Stock

2017-06-21 18:31 | Report Abuse

業績超出預期,如果明天可以跌,會是一個很好的買入時間。

Stock

2017-05-30 18:17 | Report Abuse

if stock investment is purely just look at the figure of revenue and profit, i think fundamental analysis can throw to rubbish. It is quite tiring if just focusing on revenue and profit, if businessman just look at the revenue and profit, i believe their business hardly to sustain. But the opportunity comes when have this kind of so called investor throw their share to you.

Stock

2017-05-30 17:53 | Report Abuse

please refer to short term deposit under balance sheet.

Stock

2017-04-25 13:25 | Report Abuse

牛市時三姑六婆都是股神,如果2年前像你這種方法進出股市,今日的gkent何來的300%++ return,還不包括dividend。年輕人,做人要學會謙卑,不要把自己說過的話當nothing,要對後面一堆跟你buy and sell call的人的錢負責,而不是delete之前的comment當沒事,繼續當料事如神。共勉之。

Stock

2017-04-25 11:47 | Report Abuse

經常聽人講自己賺多少,但卻很少人說自己虧多少,好的大力吹,不好的delete掉,真正賺多少自己才知道,需要到處去吹賺百多巴仙的,老實說,RM1000 的 200% 也很多。

Stock

2017-04-25 11:18 | Report Abuse

smartinvestor1 can predict the price fluctuation, pro.

Stock

2017-04-24 10:40 | Report Abuse

i had collected it 2 months ago when it dropped to 0.64, 0.78 is a good support for this counter and it is believe that its next coming quarter result can trigger market to buy it.

Stock

2017-04-24 10:37 | Report Abuse

supermx had started to invest into new business segment which is contact lens, hopefully can see it can contribute to coming quarter result.

Stock

2017-04-24 10:23 | Report Abuse

quite stable at the moment, i will buy using margin account ard this price.