GAMUDA BHD
KLSE (MYR): GAMUDA (5398)
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Last Price
8.89
Today's Change
+0.04 (0.45%)
Day's Change
8.85 - 8.98
Trading Volume
3,579,500
Financial
Market Cap
25,085 Million
NOSH
2,822 Million
Latest Quarter
31-Jul-2024 [#4]
Announcement Date
26-Sep-2024
Next Quarter
31-Oct-2024
Est. Ann. Date
06-Dec-2024
Est. Ann. Due Date
30-Dec-2024
QoQ | YoY
15.56% | 8.24%
Revenue | NP to SH
13,346,712.000 | 912,133.000
RPS | P/RPS
473.01 Cent | 1.88
EPS | P/E | EY
32.33 Cent | 27.50 | 3.64%
DPS | DY | Payout %
15.52 Cent | 1.75% | 48.02%
NAPS | P/NAPS
4.03 | 2.21
QoQ | YoY
2.33% | -50.38%
NP Margin | ROE
7.06% | 8.03%
F.Y. | Ann. Date
31-Jul-2024 | 26-Sep-2024
Latest Audited Result
31-Jul-2024
Announcement Date
07-Nov-2024
Next Audited Result
31-Jul-2025
Est. Ann. Date
07-Nov-2025
Est. Ann. Due Date
27-Jan-2026
Revenue | NP to SH
13,346,712.000 | 912,133.000
RPS | P/RPS
473.01 Cent | 1.88
EPS | P/E | EY
32.33 Cent | 27.50 | 3.64%
DPS | DY | Payout %
15.53 Cent | 1.75% | 48.05%
NAPS | P/NAPS
3.98 | 2.23
YoY
-50.38%
NP Margin | ROE
7.06% | 8.12%
F.Y. | Ann. Date
31-Jul-2024 | 26-Sep-2024
Revenue | NP to SH
13,346,712.000 | 912,133.000
RPS | P/RPS
473.01 Cent | 1.88
EPS | P/E | EY
32.33 Cent | 27.50 | 3.64%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
6.95% | -50.38%
NP Margin | ROE
7.06% | 8.12%
F.Y. | Ann. Date
31-Jul-2024 | 26-Sep-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
6 people like this. Showing 50 of 17,495 comments
UP! As long no construction issues, no earthquake in Taiwan, no confrontation between China & Taiwan & trump presidency don't penalize pmx for joining brics.
3 weeks ago
Finally BUY call from most of IB !! Worth to hold since August till today , haha
3 weeks ago
Wow what happen to Gamuda today?
Luckily yesterday sold 50 %....
Time to collect back soon...
3 weeks ago
Global wind power to rule electricity market - Gavin Maguire
Gamuda's young MD from world top 2 school, is helping the co to construct a mega wind power in aust.
the 1st co in msia with knowhow to do huge n forever growing biz...
https://klse1.i3investor.com/blogs/kianweiaritcles/2024-10-25-story-h472730632-Global_wind_power_to_rule_electricity_market_Gavin_Maguire.jsp
3 weeks ago
Posted by jenson68 > 10 minutes ago | Report Abuse
Undervalued counter !!
Dear Jenson68
may i know what your real value / intrinsic value of Gamuda is?
3 weeks ago
Gamuda wins RM3.048bil contract for Ulu Padas Hydroelectric Project in Sabah
Corporate News
Friday, 25 Oct 20245:48 PM MYT
https://www.thestar.com.my/business/business-news/2024/10/25/gamuda-wins-rm3048bil-contract-for-ulu-padas-hydroelectric-project-in-sabah
3 weeks ago
Gamuda,
suddenly go places n is winning all the mega projects.
MRT, DC to wind power n now 45% owner in Hydro RE:
https://www.thestar.com.my/business/business-news/2024/10/25/gamuda-wins-rm3048bil-contract-for-ulu-padas-hydroelectric-project-in-sabah
https://www.tradingview.com/x/xd7KPL5B/
3 weeks ago
https://www.thestar.com.my/business/business-news/2024/10/25/gamuda-wins-rm3048bil-contract-for-ulu-padas-hydroelectric-project-in-sabah?_sta=vhg.uosvpxQddhqne.jsu0sv%7CIFFBBHQ&stm_medium=email&_stm_source=smartech
Scaling up for 2025…It was a wise decision to collect Gamuda yesterday
Gamuda Bhd has accepted a letter of award from Upper Padas Power Sdn Bhd (UPPSB) to serve as the total development contractor (TDC) for the 187.5MW Ulu Padas Hydroelectric Project in Tenom and Sipitang Sabah, in partnership with Conlay Construction Sdn Bhd (Conlay).
The scope of work includes the design, construction, testing and commissioning of a 187.5MW hydroelectric plant involving a roller-compacted concrete dam, a main and secondary powerhouse, water conveyance system, project access, and other permanent facilities which include a 275kV switchyard, 33kV sub-transmission line, workshop, stores and operation facilities, and a residential village.
3 weeks ago
Gamuda gets robust valuations following new RM3 billion hydro project in Sabah
Rachel Lau on October 29, 2024, Tuesday at 3:39 PM
https://www.theborneopost.com/2024/10/29/gamuda-gets-robust-valuations-following-new-rm3-billion-hydro-project-in-sabah/
3 weeks ago
https://www.thestar.com.my/business/business-news/2024/10/29/gamuda-likely-to-exceed-target
Analysts are positive about Gamuda Bhd’s prospects following the group’s Sabah hydroelectric power plant contract win.
Gamuda, together with its joint-venture (JV) partner Conlay Construction Sdn Bhd, had formalised the construction contract for the 187.5MW Upper Padas build operate and transfer hydroelectric power plant in Sabah from Upper Padas Power Sdn Bhd last Friday.
Gamuda has a 75% stake in the JV and Conlay Construction 25%.
Of the RM3.048bil Sabah hydro contract, Gamuda’s projected revenue is pegged at RM2.3bil based on its 75% stake in the JV, according to analysts.
CGS International (CGSI) Research, in a report, said: “We think Gamuda is on track to exceed the higher end of its forecast RM30bil to RM35bil order book guidance by end of 2024.”
The group’s year-to-date wins are about RM15.5bil, bringing its order book to RM31bil as at October, the the research housenoted.
CGSI Research said “Gamuda needs to clinch an additional RM9bil in new wins to achieve an order book of RM35bil by end-2024, assuming a burn rate of RM1bil per month.
“We expect incremental new wins for the rest of 2024 to be from local projects, such as Penang Light Rail Transit (LRT), Sabah water treatment plant and data centres.”
According to the research house, there is a potential for some project wins in Australia before the year-end from Gamuda’s 100%-owned subsidiary, DT Infrastructure.
Local projects contributed 30% of the group’s total order book of RM31bil as at October versus 22% in January while foreign projects from Australia, Taiwan and Singapore made up the remaining 70%.
“We expect the share of local projects to rise to 44% of its order book by December this year, with potential wins from Penang LRT and Sabah hydro,” added CGSI Research.
It had reiterated its “add” call on the stock with a target price (TP) of RM10 a share.
This was premised on Gamuda’s diversified order book, increasing data centre exposure and growing property business.
It noted the key rerating catalysts include more construction wins and stronger property sales.
Meanwhile, Kenanga Research, in a note to clients, said the confirmation of the latest contract would see Gamuda with a projected revenue of RM2.29bil based on its 75% stake, and a pre-tax profit margin of 10% for this project.
“We are positive on this project, which is widely anticipated as it was previously awarded the concession, but pending finalisation of the engineering, procurement, construction, and commissioning, contract.
“Its order book is nearing its end-2024 target of RM35bil. We maintain an ‘outperform’ rating at a TP of RM9.20,” it added.
The research house has also maintained the group’s new job win assumption at RM14.5bil and RM15bil for FY25 and FY26 respectively.
“We like Gamuda for being in the driver’s seat of the Mutiara Line of the Penang LRT, its ability to secure new jobs in overseas markets and its strong war chest after the disposal of its toll highways,” the research house noted.
Furthermore, the group’s strong earnings visibility is underpinned by a record outstanding order book (excluding Penang LRT) and its inroads into the renewable energy space.
RHB Research, in its report, pointed out that the latest contract was Gamuda’s third win for FY25.
As for year-to-date FY25 new jobs wins, Gamuda has clinched around RM6.2bil worth of new contracts (including the Upper Padas Hydro project) versus Kenanga Research’s FY25 job replenishment target of RM20bil.
The research house said: “There are more projects related to Upper Padas Hydro, which may arise in the coming quarters or next financial year, in our view, namely the water supply scheme and also the floating solar solution.”
“Assuming a burn rate of RM11bil from November to end-December 2025, the group needs to win RM20bil of new contracts from November until December 2025 to meet the lower end of the order book target range of RM40bil by end-2025,” it noted.
RHB Research has a “buy” call on the stock with a TP of RM10.52 a share.
2 weeks ago
Gamuda made good call to offload highway infrastructure in its portfolio a few years back.
This allows better cashflow management and flexible to expand it's order book globally.
2 weeks ago
Gamuda wins RM451.4m job to build data centre in Cyberjaya
Izzul Ikram/theedgemalaysia.com
01 Nov 2024, 01:19 pm
Updated - 02:16 pm
https://theedgemalaysia.com/node/732407
2 weeks ago
Gamuda shares set for another record-high close as investors, analysts toast latest contract
Jason Ng/theedgemalaysia.com
04 Nov 2024, 11:02 am
https://theedgemalaysia.com/node/732556
2 weeks ago
Undervalued counter with such contracts in hand , more to come and good in the long run !!
1 week ago
Gamuda news: (November 7, 2024)
==================
[1] Proposed Bonus Issue of Up to 2,978,945,287 New Ordinary Shares In Gamuda ("Gamuda Share(s)" Or "Share(s)") ("Bonus Share(s)") on The Basis of 1 bonus share For Every 1 Existing Gamuda Share Held On An Entitlement Date To Be Determined And Announced Later ("Entitlement Date") ("Proposed Bonus Issue Of Shares") ==> this will decrease the share price
==========
[2] Renewal authority to buy back shares ==> this will increase the share price
=====
so, I think the fair price after "ex-date" should be lower than 4.00? Agree?
1 week ago
Still one of the most resilient stocks in the shameful pump and dump bursa market..
1 week ago
Gamuda 8.84
Downgrade to below rm 6,year 2025.
Rising cost as minimum wages,petrol of ron 95 increase to 2.60 range,minimum tax of 2 percents for every 100k earn,possible trump policy on tariff kick in on year 2025
11/11/24 10.44pm
1 week ago
Gamuda Bhd expects its performance going forward to be largely driven by overseas and domestic construction activities.
Group chief financial officer Soo Kok Wong said this will include construction of several data centres and higher contributions from the property division’s various quick-turnaround projects.
“Moving forward, the resilience of the group is underpinned by an all-time-high construction order book of RM32bil and unbilled property sales of RM7.7bil.
“On top of that, the group has a healthy balance sheet with a comfortable net gearing of 39%, well below our self-imposed gearing limit of 70%,” he said in the company’s annual report.
In the same report, Gamuda Engineering managing director Justin Chin Jing Ho said the group is eyeing positive growth within the Australian clean energy and renewables infrastructure market, which is worth A$328bil.
“Our aim is to become a leading end-to-end developer-builder-owner of assets in Australia’s clean energy future and are deep in our pursuits of solar, wind, pumped hydro and transmission opportunities.”
As part of Gamuda’s localisation strategy, Chin said the group has a strong team of energy specialists familiar with the Australian energy market, which will be supplemented with expertise and partnerships from Malaysia.
“These include ERS Energy, Malaysia’s largest solar contracting company; and Rohas Tecnic Bhd, a leading Malaysian supplier of turnkey solutions for transmission networks which will provide us with technical capability, resources, and a resilient regional supply chain.”
Additionally, Chin said Taiwan continues to be a promising market for the group, as evidenced by its most recent win in October 2024.
“We secured our seventh infrastructure project as the main contractor for the Xizhi Donghu Mass Rapid Transit (MRT) project in Taipei. This RM4.3bil project encompasses 5.78km of elevated viaducts and trackwork, six above-ground stations, system works and depot maintenance equipment.”
Meanwhile in Singapore, Chin said the Land Transport Authority (LTA) had entrusted Gamuda with the RM1.77bil civil contract to design and construct the West Coast station and its associated tunnels for the MRT Cross Island Line (Phase 2).
“This is our third contract win with the same client that further strengthens the group’s track record in the city-state and our reputation as a key player in Singapore’s infrastructure landscape.
“Gamuda is also currently delivering the Defu station and tunnels for the MRT Cross Island Line (Phase 1) and the Gali Batu Multi-Storey Bus Depot for the LTA.”
https://www.thestar.com.my/business/business-news/2024/11/18/local-foreign-construction-activities-to-drive-gamudas-earnings
1 day ago
Local, foreign construction activities to drive Gamuda’s earnings
Monday, 18 Nov 2024
https://www.thestar.com.my/business/business-news/2024/11/18/local-foreign-construction-activities-to-drive-gamudas-earnings
23 hours ago
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
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