Posted by gray > 2016-02-16 01:18 | Report Abuse

Ta! :)

Posted by Serimelati > 2016-02-19 10:27 | Report Abuse

Masih mahu tunggu passenger go on board lg ke??

Posted by Alem Aryim > 2016-02-19 16:38 | Report Abuse

tunggu bulan 3...dekat2 sarawak election bole naik...tp 1.7-1.9
support 1.48

Posted by joni > 2016-02-22 09:04 | Report Abuse

yes its a election counter

Posted by Johnsonwong > 2016-02-22 10:38 | Report Abuse

（吉隆坡20日讯）第11届砂州大选料提前举行，丰隆投行看好砂州概念股可随着越来越多的媒体报道而起舞，特别是砂拉越电缆（SCABLE，5170，主板工业产品股）和福胜利（HSL，6238，主板建筑股）。

砂拉越州选即将在9月20日举行，且有可能提早发生，因砂拉越州首席部长丹斯里阿德南已建议选举委员会，将选举定在4月30日举行，提名日为4月16日。

政治分析员相信，国阵将持续掌权砂拉越。

2016年的财政预算案可明显看出政府为砂拉越选民“大派糖果”，分析员预计，随着大选日子越来越靠近，更多正面的项目新闻将会流出。

在庞大的基建项目带动下，分析员看好砂州概念股可从中受惠，包括砂拉越电缆、福胜利、砂查也马特（CMSB，2852，主板工业产品股）、纳音控股（NAIM，5073，主板产业股）、TRC协作（TRC，5054，主板建筑股）和港业集团（HARBOUR，2062，主板贸服股）。

热门投资主题
能源密集型工业入驻 SCORE主导引入外资

2014年，砂拉越成为直接投资第二高的州属，共有18个获批项目，总值96亿令吉。

其中，有88%，相等于84亿令吉的投资是外资为主。

砂拉越再生能源走廊（SCORE）是主导者，2008年至14年的投资额高达329亿令吉。入驻该走廊的多为能源密集型工业。

砂拉越能源表示，在2008年至2020年间，将兴建12座水力发电厂，提升7000兆瓦（MW）的产能。

这也意味着，市场需显著投资在输电缆，好让电力能传送给用户。

2013年，砂拉越能源已将总值6.19亿令吉的500kv主要输电缆项目颁给砂拉越电缆。

分析员了解到，还有总值5亿至6亿令吉的项目，有待今年颁发。

泛婆大道3月颁发合约

泛婆罗洲大道（Pan Borneo Highway）一旦在2023年竣工，这条大道将长达1089公里，路经三马丹（Sematan）、三马拉汉（Samarahan）、斯里阿曼（Sri Aman）、木中（Betong）、泗里街（Sarikei）、诗巫和民都鲁。

主要路段将在今年开始动工，其他预计会在2018年才开始动工。

根据官网，承包商的资格预审已在去年9月开跑，项目配套共有10个。分析员估计，平均每个配套料达10亿令吉。

报道称，首2个配套将在3月颁出，其余的8个配套，则会在6月、9月和11月颁发。

虽然正式名单还未公布，但分析员了解到，共有17家财团参与其中，大部分是砂拉越与半岛携手合作的联营公司。

其中，纳音控股和金务大（GAMUDA，5398，主板建筑股）的联营公司预计会是早期配套的领跑者。

砂州概念股
砂拉越电缆估值便宜

砂拉越电缆是砂拉越发电产能增加的主要受益者。

该公司在2013财年开始，就得到约10亿令吉的输电缆项目，显示出其有力的地位。

再加上，该股的第二大股东是砂拉越能源，共持16.5%股权，更验证了上述说辞。

另外，该公司也放眼为泛婆罗洲大道供应护栏和街灯。

分析员看好砂拉越电缆和砂查也马特将成为砂拉越发展的受惠者。若投资者对砂查也马特有兴趣，实际上，砂拉越电缆的估值更便宜。

福胜利订单料翻倍

分析员相信，该股是赢得泛婆罗洲大道其中一个项目的顶级竞争者。

基于砂拉越的沼泽地形，福胜利有能力借助于海事工程的专业知识，来执行项目。

虽然该公司的订单仅企于7.7亿令吉，但一旦赢得泛婆罗洲大道项目，规模将翻倍增长。

分析员将目标价格调高至2.04令吉。虽然资产负债表健康，以往执行记录也亮眼，惟由于近期净利前景料持平，故无法给予该股“买进”的评级。

砂查也马特垄断洋灰业

虽然不在分析员的留意范围内，但砂查也马特也是砂州大选的受惠股之一。

该公司可通过与高峰控股（BPURI，5932，主板建筑股）的联营公司，赢得泛婆罗洲大道的项目。

而且，该股也是当地洋灰市场的垄断业者，该州的发展能使其直接受惠。

TRC协作唯一半岛承包商

TRC协作是唯一一家拥有砂拉越承包商执照（UPK）的半岛公司，而且也是少有的半岛业者，曾在砂拉越执行大规模的项目。

港业受惠物流需求

砂拉越物流业者港业集团，有望从货物物流的需求中受惠。

Posted by rosetan > 2016-02-22 11:01 | Report Abuse

Johnsonwong, 谢谢。

Posted by shahrin > 2016-02-22 12:01 | Report Abuse

Put aside Swak election catalyst, having too many established future earning visibility, no need to explain, all know. +DMI>-DMI, ADX already reversal, seems uptrend reversal with high momentum.

Posted by rosetan > 2016-02-22 16:28 | Report Abuse

To close at 1.70?

Posted by Serimelati > 2016-02-22 16:30 | Report Abuse

Cepat get on board . To hit rm2.00 soon

Posted by Alem Aryim > 2016-02-22 16:33 | Report Abuse

i think with good quater result plus sarawak election the price will be more than 2.00...

Posted by firehawk > 2016-02-22 17:05 | Report Abuse

another good prospect sarawak stock ---- zecon!

Posted by Serimelati > 2016-02-23 12:52 | Report Abuse

Train berhenti dulu tunggu passenger naik

Posted by Serimelati > 2016-02-23 12:53 | Report Abuse

Wah ini tulis mandarin mahu mkn sorang2 ke?

Posted by TC Link > 2016-02-25 21:10 | Report Abuse

And with such low price recently, it's definitely a great time to invest in this stock!

Posted by K.H > 2016-02-26 17:30 | Report Abuse

Financial year end net profit 40.069 million (increased 64.03%) http://www.bursamalaysia.com/market/listed-companies/company-announcements/5012217

Final Single Tier Dividend 5 sen (Total this year 6 sen, last year 2.5 sen)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5012305

Posted by cskek81 > 2016-02-26 18:33 | Report Abuse

so, tomorrow can up till what price? :)

Posted by Mohd Fahmi Bin Jaes > 2016-02-26 18:37 | Report Abuse

tomorrow market close. all holiday

Posted by cskek81 > 2016-02-26 18:58 | Report Abuse

ya hor... should ask, Monday will up till what price?

Posted by TC Link > 2016-02-26 21:26 | Report Abuse

Up by another 11 cents on Monday! Closing at 1.75!

Posted by rosetan > 2016-02-28 22:18 | Report Abuse

4th q result not good.

Posted by mangoesteen55 > 2016-02-29 11:31 | Report Abuse

Let it go and move to another counter

Posted by chooheng > 2016-02-29 15:25 | Report Abuse

work hard to get in revenue, but net profit to shareholder is 3% only. this business worth a go?

Posted by enning22 > 2016-03-01 00:01 | Report Abuse

hydro power plant in north Sumatra, seen not yet contributing yet.

Posted by Johnsonwong > 2016-03-01 10:50 | Report Abuse

KUCHING: Sarawak Cable Bhd’s (Sarawak Cable) revenue for the fourth quarter of 2015 (4Q15) ended Dec 2015 rose more than four times as compared to the same quarter last financial year.

The company in a filing to Bursa Malaysia said revenue for 4Q15 stood at RM422.74 million as compared to RM93.27 million in 4Q15, a substantial increase of 353 per cent year-on-year (y-o-y).

Sarawak Cable said the higher turnover was attributed to higher contribution from the sales of power and telecommunication cables.

For financial year 2015 (FY15) ended December 2015, Sarawak Cable said its revenue soared by 329 per cent y-o-y to RM1.45 billion from RM339.44 million in FY14.

The company added net profit for FY15 gained by 64 per cent y-o-y to RM39.79 million from RM24.23 million in FY14.

Additionally, Sarawak Cable explained the improved financial results was due to positive contribution from its newly acquired subsidiaries, Universal Cable (M) Bhd (UCMB) and Leader Cable Industry Bhd (LCIB).

Going forward, the company said it remains positive with the business strategies in place, there will be growth for the sales of power and telecommunication cables this year.

Correspondingly, Sarawak Cable is confident the demand for its galvanised products and steel structures will continue to improve.

Moreover, the company added it remains optimistic for its transmission lines construction segment with the group’s development plans for the power transmission industry.

With that, Sarawak Cable anticipates improved performance in FY16.

Read more: http://www.theborneopost.com/2016/02/29/sarawak-cable-4q15-revenue-rises-more-than-four-fold-to-rm423-mln/#ixzz41cFUZoWG

Posted by Johnsonwong > 2016-03-01 10:55 | Report Abuse

KUCHING: Sarawak Cable Bhd’s (Sarawak Cable) revenue for the fourth quarter of 2015 (4Q15) ended Dec 2015 rose more than four times as compared to the same quarter last financial year.

The company in a filing to Bursa Malaysia said revenue for 4Q15 stood at RM422.74 million as compared to RM93.27 million in 4Q15, a substantial increase of 353 per cent year-on-year (y-o-y).

Sarawak Cable said the higher turnover was attributed to higher contribution from the sales of power and telecommunication cables.

For financial year 2015 (FY15) ended December 2015, Sarawak Cable said its revenue soared by 329 per cent y-o-y to RM1.45 billion from RM339.44 million in FY14.

The company added net profit for FY15 gained by 64 per cent y-o-y to RM39.79 million from RM24.23 million in FY14.

Additionally, Sarawak Cable explained the improved financial results was due to positive contribution from its newly acquired subsidiaries, Universal Cable (M) Bhd (UCMB) and Leader Cable Industry Bhd (LCIB).

Going forward, the company said it remains positive with the business strategies in place, there will be growth for the sales of power and telecommunication cables this year.

Correspondingly, Sarawak Cable is confident the demand for its galvanised products and steel structures will continue to improve.

Moreover, the company added it remains optimistic for its transmission lines construction segment with the group’s development plans for the power transmission industry.

With that, Sarawak Cable anticipates improved performance in FY16.

Read more: http://www.theborneopost.com/2016/02/29/sarawak-cable-4q15-revenue-rises-more-than-four-fold-to-rm423-mln/#ixzz41cFUZoWG

Posted by enning22 > 2016-03-01 11:53 | Report Abuse

this company should set up agency in Vietnam , as that country and countries around that region are fast developing , and in need of this kind of products .

Posted by Johnsonwong > 2016-03-03 10:23 | Report Abuse

Stable and growing counter

Posted by firehawk > 2016-03-03 10:36 | Report Abuse

hope sarawak election play will erect price ....

Posted by unknown1 > 2016-03-03 14:29 | Report Abuse

Scable, I'm buying at 1.60 - 1.63
Positive target 1.75 in near term
Any price violated below 1.50 prefer to cut loss

Posted by Johnsonwong > 2016-03-04 08:57 | Report Abuse

KUCHING (March 3): Sarawak targets to build 9,185 units of quality affordable homes under eight development projects by 2019.

Its Housing Minister Datuk Amar Abang Johari Tun Openg said his ministry was cooperating with the state Housing Development Commission, Perbadanan PR1MA Malaysia (PR1MA) and local developers to build them.

Speaking at a news conference at his office here today, he said the projects were in Siol Kandis (Vista Tunku with 1,877 units), Matang (Matang 1 - 912 units and Matang 2 - 448 units), and in Semenggoh (1,260 units).

He said the other two projects here would be in Petrajaya 2 (616 units) and Bintawa (1,320 units).

"The rest will be in Sibu (1,096 units) and Sungai Plan in Bintulu (1,656 units).

"They will be sold from RM100,000 to RM300,000 per unit, depending on the type but are generally 20% lower than the market prices."

Abang Johari said there was a need to build more homes as an increasing number of people were now more keen to live in the towns and cities.

"By 2025, it is envisaged that at least 60% of the state's population will be urban and 40% rural dwellers," he said.

Abang Johari noted that Prime Minister Datuk Seri Najib Tun Razak, accompanied by Chief Minister Tan Sri Adenan Satem, was expected to officiate a PR1MA housing roadshow on March 12 at the Old State Legislative Assembly Building, here.

"The roadshow will actually begin a day earlier on Friday and will be held until Sunday, 10am to 7pm," he said.

PR1MA chief executive oficer Datuk Abdul Mutalib Alias, who was present at the news conference, said it would work closely with the state government, other relevant authorities and local developers in identifying ideal sites for more PR1MA homes.

"We have so far planned to build a total of 233,380 units nationwide and of these, 75,859 units are already in the various stages of construction," he said.

Middle-income residents in the state are urged to register via the official website at www.pr1ma.my for the opportunity to own a house.

Posted by Johnson Wong > 2016-03-04 09:15 | Report Abuse

http://www.klsescreener.com/v2/news/view/30659

Posted by Johnsonwong > 2016-03-04 09:16 | Report Abuse

投資者抗拒附加股‧私下配售成新寵
Sinchew Thu, Mar 03, 2016


（吉隆坡2日訊）市場專家認為，由於傳統附加股計劃普遍受到投資者抗拒，特別是影響機構投資者及基金經理的資產分配，促使上市公司轉向私下配售新股籌措資金。

籌資較快

英特太平洋證券研究主管馮廷秀受詢時指出，私下配售新股給較少投資者，實為上市公司較快籌措資金的管道。

他表示，通常涉及私下配售新股的投資者，主要是大資本銀行、保險公司及信托及退休基金。

他指出，若是通過發行債券籌措資金，這將提高公司的風險程度。反觀私下配售則像發行“免費證券”，而投資者則要付款購買附加股，至於債券日後還是要加以償還。

私下配售新股也不會為現有股東帶來負擔，因它們是在固定數目及價格獻售給一些新的投資者。

他指出，私下配售新股不會開放給現有股東，如是按照比例獻售給現有股東的話，這就變成為附加股了。

私下配售新股計劃的其中缺陷，即是公司要籌措的資金有限，因為它涉及獻售的股票，往往不能超過現有股權的10%。

馬股趨向穩健

他表示，過去3年裡，馬股小資本股項掀起牛市，股價大幅度走高至雙倍、3倍或其至4倍，能夠迅速地籌集龐大的資金。

MIDF投行研究主管蘇基菲韓沙則表示，這股新私下配售新股風潮，顯示馬股趨向穩健。

特別是公司有能力全面配售它們的股票，證明本地股市健全的良好指標。

他指出，雖然全球股市動盪不靖，惟私下配售新股的良好接受率，反映投資者看到所收購股票的價值。

最近進行私下配售新股的公司，包括CAB機構（CAB，7174，主板消費品組）、星辰建築（FAJAR，7047，主板建築組）、長青櫼維板（EVERGRN，5101，主板工業產品組）、砂拉越電纜（SCABLE，5170，主板工業產品組）以及怡嘉控股（ECOFIRS，3557，主板產業組）等。

產業股－怡嘉控股建議私下配售最高1億零708萬股新股，以籌措2千250萬令吉資金，主要充當收購土地及擴展業務用途。（星洲日報／財經）

Posted by Johnsonwong > 2016-03-07 09:09 | Report Abuse

THE upcoming Sarawak state election will be interesting to watch as it is the first after the changing of guard. This will be the first state election for chief minister Tan Sri Adenan Satem who took helm in 2014 from his predecessor Tun Abdul Taib Mahmud who was in rein for 33 years.

Even before the election year, the state government has thrown in sweeteners to build or enhance infrastructure in the rural and sub-urban areas. Adenan said that about RM6bil or three quarter of the annual budget will be used for the state’s development, out of which, RM2.65bil was set aside for rural development and that is 13% higher year-on-year.

As a big chunk of the money will go to physical development, construction players and building material suppliers usually appear as the direct beneficiaries.

Other sectors like plantation may not benefit directly from the state election because their earnings are more sensitive towards the price movement of CPO and timber.

advertisement

Meanwhile, prospects for oil and gas players are highly correlated to crude oil prices. This time, the number of state assembly seats has also been increased from 71 to 82. The Government has also increasingly placed more importance in the agenda of developing Sarawak.

It is evidently so when the Government announced a RM27bil allocation for the construction of the 1,663km Pan Borneo Highway during Budget 2015. And much authority to execute the project was entrusted to the state government.

Slated to be the transportation backbone of Sarawak and Sabah, the mega project is expected to generate high catalytic impact on economic growth of both states. While the idea of connecting the two states through a highway dated way back in the 1960s, the appointment of Lebuhraya Borneo Utara Sdn Bhd as the project delivery partner (for upgrading and widening of roads that stretch across 1,089km in Sarawak) has gotten the ball rolling with 10 more packages with road length of 60km to 90km up for tender in several phases this year.

The requirement of a 70% Sarawakian partner for the construction of the Pan Borneo Highway is expected to benefit local players such as Cahya Mata Sarawak Bhd (CMS), Hock Seng Lee Bhd (HSL), KKB Engineering Bhd (KKB), Sarawak Cable Bhd (SCB) and Naim Holdings Bhd.

The first two packages under the Sematan-Miri stretch are expected to be awarded soon. After which, more jobs will be awarded in June, September and November. Some of the pre-qualified contractors and consortia include CMS, Gamuda Bhd, IJM Corp Bhd, Sunway Construction Group Bhd, Naim, HSL and Zecon Bhd.

CMS, SCB and Naim could benefit from supplying building materials for the construction of the highway. On top of that, CMS and Naim are also deemed as potential beneficiaries for the construction of the infrastructure alongside HSL and KKB due to their respective expertise and track record in other projects in the state.

Conglomerate CMS is the biggest listed company in Sarawak with a market cap of RM5.3bil and is involved in the manufacturing of cement, construction and road maintenance as well as property development.

HSL, which has built 700km of roads in Sarawak, was shortlisted for the package three worth over RM1bil which spans 73km from Serian to Simunjan. Should HSL clinch the job, the potential contribution to its pre-tax earnings is estimated at RM100mil if margins are intact. On this score, it is notable that possible additional soil reinforcement work and changes in technical specifications that arise from the peat soil in Sarawak might lead to margin erosion and even cost overruns.

Steel fabricator KKB would have an edge in installing guardrails and building bridge structures as there would be intricate parts of the highway that will span over areas with rivers and ridges.

The steel fabricator’s capabilities are in inter-urban road infrastructure and downstream oil and gas. In the past five years, KKB was able to record an average pre-tax profit margin of 23%.

Meanwhile, Naim has partnered an established Peninsular Malaysia-based construction firm to bid for a slice of the project. The firm owns two quarries and three premix plants and also plans to bid for the supply of road construction materials. As the election in Sarawak heats up, listed companies based there should see some price movements too.

Based on historical numbers, pre-election jittery can lead to profit-taking activities as investors wait out the uncertainties of any possible political change. Pursuant to the 2011 election, we can also see that share prices of the companies dipped after the ruling party lost eight seats to the opposition. However, we opine that the influence of incumbent parties like Parti Pesaka Bumiputera Bersatu remains strong especially in the rural areas.

Posted by Johnsonwong > 2016-03-07 09:10 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/03/07/government-keen-on-developing-sarawak/

Posted by Johnsonwong > 2016-03-07 10:20 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/03/07/government-keen-on-developing-sarawak/

Posted by Johnsonwong > 2016-03-14 10:43 | Report Abuse

PM says Pan Borneo Highway will boost economic growth, development and unity in Sarawak

SERIAN: The Pan Borneo Highway will benefit Sarawak in terms of development, economy and unity.

Prime Minister Datuk Seri Najib Tun Razak said the project would not only be a catalyst for economic growth but a game changer that would bring huge transformations to the state’s landscape.

The RM16-billion project was also expected to create an eight-fold multiplier effect on the state’s economy, he said.

“Thirdly, if we want to be a united and developed state, we must ensure a better and effective connectivity for the people, not only in terms of telecommunications like handphone, but also in terms of mobility.

“When this highway is completed, it will be easier for Sarawakians and Malaysians in general to move around and communicate with one another.

“This will surely strengthen the spirit of unity and turn Sarawak to be more united,” Najib said when launching the construction of the 75km stretch of the Pan Borneo Highway project from Serian roundabout to Pantu junction here yesterday.

He said construction of the stretch costing about RM1.46 billion was the third and biggest package compared to the other two packages launched previously. The first package is from Telok Melano to Sematan and the second from Nyabau to Bakun intersection.

By the end of this year, 10 packages of the project would be implemented in Sarawak. The fourth package is to be launched next month, he added.

“The Pan Borneo Highway project is a gift from the federal government to Sarawak. In April 2013, I made a pledge that if BN (Barisan Nasional) is given the mandate in the 13th general election, one of our main promises is that we would implement Pan Borneo Highway for Sarawak. We honoured our promises to Sarawakians.”

Najib assured that the Pan Borneo Highway project would be implemented despite the drop in prices of oil and commodities, adding what made it more meaningful was that the highway would be without toll.

With the states in Peninsular Malaysia from Perlis to Johor seeing rapid development and changes after the construction of the North-South Highway, he believed that Sarawak too would see tremendous development from Sematan to Lawas after the Pan Borneo Highway project is completed.

“When the federal government agreed for this highway project to be implemented, I told them early that I wanted the contracts for this project, be they small or big, to be awarded only to Sarawakian companies owned by Sarawakians.”

In reiterating his commitment to Sarawak, he said the government of the day did not only have a dream for Sarawak, but also plans and vision for the people of Sarawak because Sarawakians needed to get all the benefits for being a partner in the federation.

“Don’t be influenced by the opposition – they can promise anything but they cannot deliver for the people of Sarawak. We have delivered for the people of Sarawak. I also said when we implement this project we must be fair because Sarawak has many races and ethnicities.

“We have to ensure that there is social justice in anything we do and all the ethnics will benefit from the implementation of this Pan Borneo Highway project. We want to ensure that the people of Sarawak would benefit from this.”

Among those present at the event were Deputy Prime Minister Datuk Seri Dr Ahmad Zahid Hamidi, Chief Minister Datuk Patinggi Tan Sri Adenan Satem, Deputy Chief Minister Datuk Patinggi Tan Sri Alfred Jabu, State Secretary Tan Sri Datuk Amar Mohd Morshidi Abdul Ghani, Works Minister Datuk Seri Fadillah Yusof, Human Resources Minister Datuk Seri Richard Riot, Housing Minister Datuk Amar Abang Johari Tun Openg, Infrastructure Development and Communications Minister Dato Sri Michael Manyin, Assistant Minister of Resource Planning Datuk Naroden Majais and Deputy State Legislative Assembly Speaker Datuk Roland Sagah.

Posted by Johnsonwong > 2016-03-14 14:26 | Report Abuse

150亿合约今年陆续颁发 泛婆大道照亮建筑股

财经新闻 财经

2016-03-12 10:59

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（吉隆坡11日讯）随着砂州泛婆罗大道合约昨日颁出“配套3”工程，显示当局再次启动合约热潮，今年还会从14家竞标联营或财团中，选出9项工程配套的赢家，总值140亿至150亿令吉，激励国内建商前景。

昨天，金轮企业（KIMLUN，5171，主板建筑股）和亿强工程（ZECON，7028，主板建筑股）的联营公司，获得泛婆罗大道Serian圆环至Pantu Junction的发展和升级工程，总值14亿6077万3150令吉。

泛婆罗大道全长1089公里，其中，从三马丹（Sematan）至美里的746公里道路工程，在去年10月完成招标程序，今年会颁发10项主要工程配套。

大马研究指出，在颁发配套3后，目前由14个合格联营或财团，虎视眈眈9项配套，各长60至90公里。

在这当中，分析员相信，配套7可能会在4月底的砂州选举前推介，有传首相下月将会亲自推介。

配套7全长76公里，从Bintangor路口至Julau路口，以及从诗巫机场圆环至Salangau的Sungai Kua桥，也拥有长达1.2公里最长的桥Batang Rajang。

“我们看好砂拉越的建筑领域，除了开始释出大道合约，还有去年州政府80亿4000万令吉的预算案，拨出了59亿7000万令吉的发展开销，比去年多31.3%。”

预计今年会释出的主要工程，包括6亿令吉新木胶机场、约5亿令吉的古晋中央污水处理系统配套2，以及14亿令吉的Baleh道路工程。

“为此，我们维持对砂州建筑领域的‘增持’看法，首选股为砂拉越电缆（SCABLE，5170，主板工业产品股）、福胜利（HSL，6238，主板建筑股），以及许甲明（KKB，9466，主板工业产品股）。”

金轮合约增至14亿 3年财测上修2-25%

金轮企业赢得泛婆罗洲大道合约，将工作订单推高至14亿令吉，因而获分析员将3年财测，调高2%至25%。

根据金轮企业和亿强工程（ZECON，7028，主板建筑股）在联营公司的持股率，金轮企业所占的合约价值比例，为4.38亿令吉。

大马研究分析员表示，假设泛婆罗洲大道合约的税前盈利赚幅为5%，根据金轮企业的持股比例，相信公司在未来5年，每年可袋入550万令吉。

丰隆投行研究分析员指出，这项合约已将公司的工作订单，大幅拉高47%，录得14亿令吉，相等于1.6倍的2015财年建筑业务营业额。

“年初至今，金轮企业已赢得总值7.11亿令吉的新订单，几乎达到上财年全年的7.5亿令吉新订单规模，而且，公司今年目标再取得3亿至5亿令吉的新订单。”

分析员续称，由于目前的新订单规模，已超越原本的7亿令吉目标，因此，该行把今年的目标提高至12亿令吉，也将公司今明年财测，调涨3%至9%。

“从赢得泛婆罗洲大道合约来看，金轮企业已开始更积极地竞标基建工作订单，且公司还竞标中枢大道工程，也受邀竞标高速大道工程。”

肯纳格投行分析员指出，该行也将金轮企业今年的新订单预测，调高至11.4亿令吉，并看好公司能够达标。

“同时，我们将金轮企业今明年财测，分别调高2%和14%，至7000万令吉与8380万令吉。”

订单走强分析员改观

在马银行投行方面，分析员同样把公司的新订单预测，提高至13亿令吉，并将今年至后年每股盈利预测，分别调涨25%、8.5%及16%。

丰隆投行研究分析员说，基于依斯干达区的市场疲软，该行原本看淡金轮企业前景，但随着公司取得更强劲的订单，该行也开始转变看法。

“我们如今转为看好该股，并将评级提高至‘买入’，目标价为2.23令吉，高于早前的1.56令吉。”

至于金轮企业的建材预制业务，公司正竞标捷运第二路线（MRT2）节段箱梁供应合约，还有新加坡捷运路线与地下道系统合约。

马银行投行分析员对此表示：“虽然我们把今年的预制合约预测，提高33%，至4亿令吉，但估计明年的预制赚幅将陷入下跌，因MRT2对低赚幅预制建材的需求较高。”

砂州建筑合约赢家：

砂州主要承包商
股项
●砂查也马特（CMSB，2852，主板工业产品股）
●纳音控股（NAIM，5073，主板产业股）
●福胜利
●许甲明
理由：有能力各自取得一项大道配套工程，以及砂拉越再生能源走廊（SCORE）和乡村发展工程。

原料和周边领域
股项：
●昇阳船务机构（SYSCorp，5173，主板贸服股）
●民都鲁港口（BIPORT，5032，主板贸服股）
●砂拉越电缆 (SCABLE, 5170, 主板工业产品股)
理由：昇阳船务机构和民都鲁港口可从原料和资源的物流交通中获利；砂拉越电缆可提供公用事业部件，如电缆和钢柱。

其他半岛建商
股项：
●IJM（IJM，3336，主板建筑股）
●双威建筑（SUNCON，5263，主板建筑股）
●金务大（GAMUDA，5398，主板建筑股）
●马资源（MRCB，1651，主板建筑股）
●WCT控股（WCT，9679，主板建筑股）
●高峰控股（BPURI，5932，主板建筑股）
理由：虽然半岛承包商只能在联营公司持股30%，但相信能凭借专才和资源，工程份额会高于30%。

Posted by makubo > 2016-03-16 11:31 | Report Abuse

good show today..up up

Posted by mangoesteen55 > 2016-03-17 09:38 | Report Abuse

Hope another good show today....

Posted by mangoesteen55 > 2016-03-17 10:53 | Report Abuse

Today, can break 1.70 will be good

Posted by duenchan > 2016-03-17 14:11 | Report Abuse

Volume is still low.

Posted by Alan Tang > 2016-03-17 17:08 | Report Abuse

need more volume to push it.

Posted by makubo > 2016-03-22 08:43 | Report Abuse

test at 1.69

Posted by wolf1 > 2016-03-23 16:38 | Report Abuse

in 1.59...huat ah..let the election effect take place.

Posted by duenchan > 2016-03-23 16:54 | Report Abuse

2mil share. Something is going on..

Posted by wolf1 > 2016-03-23 17:04 | Report Abuse

yalah...got my group of ppl support at 1.59 ma..

Posted by wolf1 > 2016-03-24 16:40 | Report Abuse

KNN....no more ppl support ah...only 300k transact. Ppl kept buying....run out of bullet laio

Posted by enning22 > 2016-03-30 16:39 | Report Abuse

need to see the hydro-power plant , and how is it performing, any cash coming in??

Posted by ckk2266 > 2016-03-31 11:33 | Report Abuse

Bought @ 1.59

Posted by wolf1 > 2016-03-31 16:09 | Report Abuse

fly...fly...come..election