【行家论股/视频】家盟吉(GBGAQRS,5226,主板建筑股) 多元发展拓新财路
分析:兴业投行研究
目标价:60仙
最新进展:
家盟吉(GBGAQRS,5226,主板建筑股)获得Syarikat Mubibah Perniagaan Dan Pembinaan私人有限公司(SMPP)颁发约3184万8000令吉合约,主要负责下水道换衬等工程。
该公司将负责位于巴生和瓜拉冷岳的项目,进行水道换衬工程、露天开挖和顶管工程;工程将于本月23日动工,预计于2024年3月22日前完成。
家盟吉 GBGAQRS
行家建议:
在获得最新的水管换衬工程合约之后,家盟吉手头上合约已达12亿令吉,相当于年营业额的4.7倍。
管理层也放眼新合约的赚幅,可达中等双位数范围;若以15%赚幅计算,此合约将为该公司未来3年分别贡献180万令吉、240万令吉,以及60万令吉盈利。
家盟吉早前已有水管工程经验,因此,最新合约的执行风险是极小的。
获得新工程合约,可强化该公司水管相关工程实力,有利未来继续争取类似工程;但最新合约总值不高,象征着家盟吉的策略将以专注私人领域工程,而非基础建设工程为主。
在减少对基建工程依赖的同时,家盟吉也透过联营方式,正在最终确定数个房产发展计划,预计今年上半年公布,发展总值料达4亿令吉。
这项合约是家盟吉今年拿到的首个合约,在我们全年拿下5亿令吉工程合约预期之内;因此我们对该公司看法不变,维持“买入”评级,以及60仙目标价。
家盟吉股价走势 22/3/22
http://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E5%AE%B6%E7%9B%9F%E5%90%89-%E5%A4%9A%E5%85%83%E5%8F%91%E5%B1%95%E6%8B%93%E6%96%B0%E8%B4%A2%E8%B7%AF
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