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KUALA LUMPUR (Jan 16): AllianceDBS Research said George Kent (M) Bhd (Gkent) had on Jan 15 crossed over the 97.5 sen hurdle to a high of RM1.04 before settling near the day’s high at RM1.01 (up 10 sen or 10.9%).
In its evening edition Jan 15, the research house said the crossover of the 97.5 sen hurdle would likely see Gkent trading upward with the next upside target pegged between RM1.12 and RM1.18.
It said risk taking traders can establish a buying position at 97 sen on a small pullback.
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“Once a buying position is established, a stop loss at 93.5 sen level must be placed for risk capital protection, and this 93.5 sen is to be followed by a trailing stop loss strategy.
“If you are prepared to take a trading loss risk of RM35 (excluding brokerage) for RM150 – RM210 potential profit, you may acquire 1,000 shares with a capital amount of RM970 assuming buying order is filled at 97 sen,” it said
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Maybank IB Research建筑分析师Adrian Wong表示，利润率可能较低且订单增加较少，这将连续第二年带来利润，尤其是从2020年以来该部门的盈利交付。
“行业估值仍然公平，平衡风险回报。由于重大基础设施项目的重新优先考虑，新工作奖励的价值预计将在2016 - 2017年的好年后继续放缓，“Wong在研究报告中说。
他表示，2019年的预算案没有任何新的重大基础设施项目的宣布，承包商的订单补充机会将取决于正在进行的项目。
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这些项目包括Pan Borneo Sabah，Gemas-JB双轨铁路和Central Spine Road。
“订单簿通配符可以来自PTMP，巴生谷双轨（第2阶段），柔佛SG RTS Link以及ECRL的潜在复兴，”他补充说。
Wong表示，KVMRT 2，巴生谷轻轨3号（KVLRT3），Pan Borneo高速公路，Central Spine Road，Gemas-JB双轨铁路以及DASH，SUKE和WCE等新高速公路等特定高影响项目的实施将继续，正如明年的预算所重申的那样。
“然而，巴生谷Mass Rapit Transit 2（KVMRT 2）和巴生谷轻轨3（KVLRT 3）在各自的成本审查计划后，其项目总价值显着下降，”他说。
Pakatan Harapan的选举宣言还提出了对所有公路特许权协议的审查，接管了每项收费特许权，最终目的是分阶段取消高速公路收费。
但是，Wong表示，这一情况已推迟到该国财政状况改善之前。
“因此，我们认为目前不太可能采取征收方式，但是收费率是否会被削减以及是否会给予任何形式的补偿仍然存在不确定性，”他说，并补充说正在进行一项关于高速公路特许权的研究。这是上半年预计的最早更新。
Wong表示，取消主要的基础设施项目，取而代之的是将要投标的新项目池，预计将大幅减少。
“与近年来的合同相比，我们预计合同的价值也会更低。这可以得到Pan Borneo Sabah，Gemas-JB双轨道轨道和Central Spine Road的奖励，以支持其余的包裹，“他说。
由于承包商现在争夺较小的合同，他预计由于竞争更加激烈，新担保项目的建筑利润率将下降。
“之前，利润率高达6％可能是高达10％的新标准。我们认为，在财政整顿期间，订单覆盖率较高的承包商的利润率可能更高。“
网友分享:Do you all know that we could lent out our GKENT share to AffinHwang at 4% interest rate.
Why GKENT was selected because they know GKENT is a good company with good future.
KUALA LUMPUR (Jan 17): Affin Hwang Investment Bank Bhd, in collaboration with Bursa Malaysia Bhd launched its Securities Borrowing and Lending (SBL) to enable retail investors to lend out their idle shares and earn interest income over and above the dividends they would normally receive.
In a statement today, Affin Hwang said the retail SBL enables investors to lend assets which they already own but do not intend to sell immediately, to Afiin Hwang Investment Bank, as the borrower.
Affin Hwang said retail SBL is part of the efforts to boost retail interest in the market
http://www.bursamalaysia.com/market/products-services/securities-borrowing-lending-sbl/sbl-eligible-securities/
gkent的目前技术走势良好。东铁路复为摧化股价向北，投行maybank,alliance dbs己进入投资。纯为个人看法，長期gkent 是不止这个价位。保守rm1.50
个人分享，投资自负。
https://kongsenger.blogspot.com/2019/01/gkent-3204-rm110.html
