【行家论股】IJM(IJM,3336,主板建筑股) 3年新订单料达15亿
分析:大马投行研究
目标价:1.71令吉
最新进展
IJM(IJM,3336,主板建筑股)2022财年首9个月,房地产销售已录得了20亿令吉,制造和采石订单也增加165万吨。
对比上财年,该公司全年房地产销售仅为17亿令吉,而制造和采石业务订单为134万吨。
IJM
行家建议
我们认为,该集团所有高速公路的交通流量,已恢复到疫前水平,并且盈利能力正在改善。
鉴于IJM资产负债表和业绩记录良好,是基础设施项目的有力竞争者,我们预测,今明后财年的新订单达15亿令吉,潜在合约包括大型基础设施项目,如第三捷运路线(MRT3)和隆新高铁(HSR)工程。
目前,IJM建筑订单为42亿令吉,其中13亿令吉是在本财年获得。
该集团所面临的挑战,包括俄乌冲突导致供应链中断和建材成本上升、大型项目搁置,以及劳动力短缺。
集团表示,迄今为止,建材成本上涨对公司的影响微乎其微,因为大部分建筑订单已将其考虑在内;对于制造和采石业务而言,成本可转嫁给最终用户。
我们将明后财年预测上调9%和10%,以反映房地产、工业和基础设施的更大贡献。
维持“守住”评级,目标价上调至1.71令吉,之前为1.65令吉。
IJM股价走势21/04/22
https://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%91ijm-3%E5%B9%B4%E6%96%B0%E8%AE%A2%E5%8D%95%E6%96%99%E8%BE%BE15%E4%BA%BF
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