GKENT (3204) 乔治肯特 - (RM1.14) GKENT 3204 喬治肯特仍然物有所值吗?

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 1)政府166億續推進LRT 3 喬治肯特 馬資源偷步走高
Orientaldaily Wed, Oct 17, 2018 - 7 hours ago


(吉隆坡17日訊)喬治肯特(GKENT,3204,主板建築股)和馬資源(MRCB,1651,主板產業股)宣佈,大馬基建公司(Prasarana)向MRCB George Kent私人有限公司發出通知信,指大馬政府已同意以166億令吉的總成本,繼續進行輕快鐵第3號線(LRT3)工程。
上述兩家公司的股價在今日已偷步走高,并帶動其他建築股上漲。其中,喬治肯特全天大漲13仙或12.87%,至1.14令吉,成交量暴漲至1858萬股,而馬資源也全天上漲或10.42%或7.5仙,至79.5仙,為熱門榜冠軍,全天有8423萬股易手,遠高於週二(16日)的958萬股。
據交易所文告,LRT3的合約形式將從原有的工程交付夥伴(PDP)模式,改為固定價格合約模式(Fixed Price Contract Regime),而166億令吉的總成本也包括收購地皮成本、建築成本和利息及其他成本。



2)Gkent 3204会步入早前myeg的走势吗?(改朝換代后),拭目以待。
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gkent is a good invest:
market cap:642m
net cash:301m
stock price:RM1.14
net cash position:46.9%
Perhaps a more "investable" names on the net-net universe... Here's a screener by:
1) KLSE stocks
2) Market Cap above RM 100 mil
3) Net Cash position is at 50% or more of its market cap value

At least some of the names here are more familiar, hehe. I'm planning to study some of the names, having cash which is 50% of market can be considered first line to "value" in my opinion.
3)SINGAPORE (Oct 17): Malaysia and Singapore construction stocks may move after a media report that Johor state government will hold a meeting with Singapore officials later this month to discuss reviving the “crooked bridge” project linking the two nations.
* Singapore’s construction-related companies include: Yongnam Holdings, Wee Hur, Lum Chang, Pan-United, Koh Brothers
* Malaysia stocks that could move: IJM, Malaysian Resources, George Kent Malaysia, YTL Corp., Gamuda, Protasco, Muhibbah Engineering
4)https://m.facebook.com/story.php?story_fbid=2119036198345314&id=1520891084826498
5)Gkent長期策略计划,通过投入大量资源至电表业务(Metering business),以扩大收入基础。该公司电表业务带来显著盈利,并已出口至全球超过40个国家。
截至目前,乔治肯特持有订单总值超过50亿令吉,看好可在未来几年内续提供盈利。公司从2018年6月开始股票買回至10月16日,股价介于RM1.01至1.48 ,共累积9355.500股。坐拥净现金马币3亿,未来穩定派息,基本面强大。利空出尽,下无可跌,RM1.18買入。
Lrt3项目mrcb与gkent共享,希望帶动喬治肯特股一起上。mrt2的地下工程希望可分享到一些糖果。
https://www.thestar.com.my/business/business-news/2016/08/24/mrt-awards-rm1b-work-package-to-china-ccc-george-kent-jv/

6)http://www.theborneopost.com/2018/10/06/construction-valuations-now-at-attractive-prices/

7)(lrt3 )16.6 b/2=8.3 b
profit margin 6%=498m for gkent。
498m/563.269m股数=rm0.88(eps),(以上为粗略计算,未扣除其他成本。)
乱世局中收股息是安穩的,11月,2019年1月与4月拿股息,中長期取得资本增值,1,12完全反应公司负面与利空了,收与进为良策。
8)LRT3项目確定实施,未来净利显现,现累积兩个季度Q1与Q2共净利46m,Rolling 4 Quarters=92m ,eps=16sen ,建築股合理的本益比(pe)为10至15倍,股价应为RM1.60至2.40,目前价格RM1.19只是本益比7.4倍在交易,明显被低估了。
个人分享,投资自负。

http://kongsenger.blogspot.com/2018/10/rm114-gkent-3204.html