金轮企业(KIMLUN,5171,主板建筑股) 21亿订单待完成
分析:大马银行投行研究
目标价:88仙
最新进展:
随着金轮企业(KIMLUN,5171,主板建筑股)在2021财年成功获取多项未入账销售,预计将提振2022财年整体表现。
另外,该公司表示,迄今为止,建筑材料成本不断上涨对公司的影响不大,因为多个项目属于旧项目,即已完成钢材和混凝土密集型阶段。
同时,对于新的项目,材料成本的上涨已完全纳入考量,而伴随着新加坡重新开放,也预示着公司的建设活动已恢复正常,且劳力短缺问题也正在解决。
金轮企业 KIMLUN
行家建议:
我们出席金轮企业的汇报会后,将该公司2022和2023财年的净利预测,分别上调19%和4%,主要是该公司在2021财年末,拥有21亿令吉的强劲未完成订单支撑,且建筑领域的可获赚幅逐渐提高。
另外,我们预测该公司2022和2023财年,将分别新增5.5亿和6亿令吉订单。
潜在的合约,包括泛婆罗洲大道第二阶段、古晋轻快铁计划、柔新捷运等工程。
同时,以上所述财年预计将分别增添1亿和1.2亿令吉的销售订单,主要受益于新加坡铁路网络的扩张。
另外,公司预计将得益于第三捷运路线(MRT3)工程的建设,估计将在2023财年获颁合约。
回看早前,该公司分别从MRT1和MRT2,获得2.72亿和2.53亿令吉合约,主要负责隧道衬砌段和节段箱梁的供应。
综合以上,我们维持“守住”评级,目标价则定在88仙。
金轮企业股价走势 12/4/22
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%E9%87%91%E8%BD%AE%E4%BC%81%E4%B8%9A-21%E4%BA%BF%E8%AE%A2%E5%8D%95%E5%BE%85%E5%AE%8C%E6%88%90
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