KLSE (MYR): MUHIBAH (5703)
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Last Price
0.815
Today's Change
-0.01 (1.21%)
Day's Change
0.815 - 0.83
Trading Volume
1,769,300
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Ann. Date | Ex Date | Type | Subject | Amount |
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why no announcement on the compensation package of closure seam reap airport?
2023-10-17 22:44
https://www.khmertimeskh.com/501333303/government-signs-an-agreement-to-close-the-old-siem-reap-international-airport/
compensation agreement was signed quite some time but why still no announcement on this yet?
2023-10-17 22:45
https://www.khmertimeskh.com/501333303/government-signs-an-agreement-to-close-the-old-siem-reap-international-airport/
compensation agreement was signed but why still no announcement on this yet?
2023-10-17 22:46
Mayb the agreement include 3 airports sekaligus.. need more time to finalize total amount
2023-10-18 00:50
If base on RHB report during March 2020, the total compensation amount should between 747m to 847m (depends on partial or full buyout)
Much higher than current market cap
2023-10-18 01:05
the compensation details was not shared anyhow, got to wait for Nov 23 result announcement then.
2023-10-20 10:42
The previous facility was run by Cambodia Airports, 70% owned by Vinci Airports and 30% by a Malaysian-Cambodian joint venture. Vutha said a committee set up to sort out compensation awarded about $80 million for the early termination.
2023-10-25 11:50
Cambodia Airports Passengers Traffic
2023
Oct: 410k (no sure included Siem Reap airport either full month or half)
Q3: 1.205M
Q2: 1.215m
Q1: 1.265m
2022 (Full year: 2.382mil passengers)
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k
2023-11-15 15:54
Fabien _the efficient capital allocator
1) Proposed Construction and Completion of Lumut Maritime Terminal Expansion Project at Mukim Lumut, Manjung, Perak (Phase 2A – Construction of Onshore Infrastructure and Offshore Facilities inclusive Main Open Type Wharf). The total contract value is approximately RM161 million.
2) Provision of Engineering, Procurement, Construction and Commissioning + Installation (EPCC+I) of Light Weight Structure, Duyong Brownfield Modification and Host Tie-In for Gansar Project, around 190 kilometres from Terengganu shore for a total contract value approximately RM318 million
2023-11-20 17:59
Susah nak calculate the minority interest part..
Last qr profit almost fully go to equity owner side. This qr change again~ mayb got to use annualize data to judge it..
Anyway~ at least move forward to right way..
2023-11-28 22:33
(sorry! the previous post mixed-up the Q1 & Q2 figures, repost as below:)
Qtr Revenue PBT PAT NP EPS(sen)
Q3 287,043 35,169 26,978 6,114 0.84
Q2 324,000 10,350 5,442 5,130 0.71
Q1 203,718 12,774 8,506 2,044 0.28
2023-11-28 22:43
Although profit improved significantly, but most of it went to Non-controlling interests (20.865m), merely a small portion went to Owners of the Company (6.114m).
2023-11-28 22:46
firehawk, what does it mean non-controlling interest? meaning profit from associated company?
2023-11-29 11:41
soon9913, example, you and your partner opened a co, you own 51%, yr partner 49%. So, you are the owner of the co, but when doing acct. 49% of the profit goes to yr friend , this is called non-controlling interest (or minority interest). Yr friend reported this as share of profit of associate.
for this Muhibbah, the profit attribution is not consistent Q by Q, i.e. in Q2, Non-controlling interests (0.312m), Owners of the Company (5.132m). It could be some of the subsidiaries attribute their earnings in half a year quantum (or yearly?), I'm not too sure.
2023-11-30 23:42
Price 74 cents
Resistance 81 cents
Support 67 cents
Depend on which way it go.break resistance means a buy, and vise versa
4/12/23 12.23am
2023-12-04 00:30
engine baru start, significant improved in financials... huge contract on hand.. profit visibility in coming quarter..!
2023-12-05 09:20
Cambodia Airports Passengers Traffic
2023
Oct: 410k (no sure included Siem Reap airport either full month or half)
Nov: 460k (without Siem Reap airport !!!)
Q3: 1.205M
Q2: 1.215m
Q1: 1.265m
2022 (Full year: 2.382mil passengers)
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k
2023-12-15 11:31
I guess many ppl didn't notice, next QR got one off profit for Cambodia Airport concession compensation. 63mil USD if based on rate 4.6 = 290 mil, 50% market cap of the company
2 months ago
full compensation not going to muhibah as it own 21% of the airport operator company only.......
2 months ago
so your rm290mil is 50% of the market cap is not correct.. could be rm60million and less not yet deducted the cost captured in their book... gain could be not much
2 months ago
cimb give tp 89.5 sen, hope can reach
https://rfs.cgs-cimb.com/api/download?file=525ef4af-0964-4025-ae98-c474c73aa9f5
2 months ago
Cambodia Airports Passengers Traffic
2023 (exclude SiemReap Airport) :
Full year: 4.031mil passengers
2022 (exclude SiemReap Airport) :
Full year: 2.010mil passengers
2 months ago
oil and gas good prospect and secured many contracts last year, crane and construction biz is good, airport biz also good. what to expect to the share price? buy and keep only
2 months ago
FAVCO result :
Q4 PAT: 21.3m
Full year PAT: 61.2m
Adjusted core earning (exclude one off item)
Q4: 41m
Full year: 66m
1 month ago
Muhibah latest result,
PBT Q4: 8.6m
PBT Full year: 66.9m
If exclude the one off general provision claim of 40m,
PBT Q4: 48.6m (almost close to 2019 result)
PBT Full year: 106.9m
If exclude ALL the one off items like impairment, provision, forex, write off etc,
PBT Q4: 74.7m
PBT Full year: 127.6m
4 weeks ago
Part 1: Introduction of Muhibah’s Business
1. Crane division
- owns 64% of total shareholding in Favelle Favco Berhad (stock code: 7229)
- the cranes mainly use for tower building, oil and gas sector, wind farm installation, port handling & etc
- Favco’s crane was used to construct the world tallest buildings, include:
i) Burj Khalifa, Dubai
ii) Merdeka 118, KL
iii) One Word Trade Center, NewYork
iv) Taipei 101, Taipei
v) Shanghai World Financial Center, Shanghai
vi) Tun Razak Exchange, KL
vii) International Commerce Centre, Hongkong
viii) Petronas Twin Towers, KL
2. Infrastructure Construction division
- mainly involve o&g projects, port, highway, railway, airport, bridge and etc
- completed project include:
i) installation of noise barriers for MRT, LRT, SUKE & etc
ii) wharf & terminals at Westport, Klang & Jurong, Singapore
iii) various of Petronas’s projects (onshore & offshore)
iv) large cargo building at Kuala Lumpur International Airport
v) hydroelectric project at Sarawak
vi) Ministry of Transport’s headquarter at Putrajaya
vii) Royal Malaysia Naval Base project
viii) Penang Bridge upgrading project
3. Marine Ship Repairing / Ship Building division
- owns the second largest offshore fabrication yard in Malaysia
- built and delivered more than 70 vessels both locally & overseas
- include Offshore Supply Vessels, Anchor Handling Tug/ Supply Vessels and Offshore Well Support Vessels with DP2 capabilities
4. Airport Concession
- owns 21% effective stake in Cambodia Airports
- manages the 2 operating international airports: Phnom Penh (capital city) and Sihanoukville
5. Road Maintenance Concession
- owns 21% stake in Roadcare (M) Sdn Bhd
- awarded concession to maintain Federal Roads in central and eastern Peninsular Malaysia (Selangor, Pahang, Terengganu & Kelantan)
6. Other
- second largest shareholder (7.96%) in Master-Pack Group Bhd (stock code: 7029)
1 day ago
Part 2: Catalyst / Upcoming events:
1. MRT 3 / Penang LRT
- high chance for Noise Barrier job as it was the winner for past rails/highway projects
- other related parts/works award might be bonus
2. Strong OIL price may support continuous Capex spending
- more than RM 990m jobs awarded directly from Petronas between 2022 & 2023
- Petronas’s RM 25b/year capex to spend locally
3. Recovery of Cambodia tourist
- flights passengers jump > 100% in 2023 compare 2022
- concession profit improved significantly to RM 60m (compare to RM1m loss in 2022)
4. Compensation from Cambodia as early termination of airport concession
- new airport to replace the existing Phnom Penh airport by 2025/26
- unlike the SiemReap airport (non-exclusive rights), Phnom Penh airport which has an exclusive clause in the concession agreement should receive fair compensation
- based on the RHB research in March 2020, the estimate compensation should between RM 747m - 874m (actual value should be lesses now as tenure shorten)
5. Petronas Safina Project (marine)
- aims to build up to 100 vessels over the next 4-5 years to replace the old vessels
- Muhibah is one of the very few local shipyards shortlisted by Petronas
- back to last peak cycle during 2010-2014, Muhibah’s marine division recored continuous > Rm 40m profit / year
6. Westport expansion plan RM 39.6b
- expertise in wharf & port related job
- existing client relationship
7. Saudi Line City project
- a linear smart city which is designed to have no cars, streets or carbon emissions
- CIMB research in Feb 2024 first disclosed that Muhibbah alluded to possible tenders
2 hours ago
ming
Cambodia Airports Passengers Traffic
2023
Q3: 1.205M
Q2: 1.215m
Q1: 1.265m
2022 (Full year: 2.382mil passengers)
Q4: 974k
Q3: 738k
Q2: 475k
Q1: 195k
2023-10-13 12:07