【行家论股/视频】金务大(GAMUDA,5398,主板建筑股) 售大道料派高股息
分析:MIDF研究
目标价:4.02令吉
最新进展:
金务大(GAMUDA,5398,主板建筑股)2022财年第三季,净利按年增长56.1%,至2亿2148万9000令吉,并宣布派息每股6仙。
第三季营业额录得11亿8063万令吉,按年涨21.57%。
累积首9个月,金务大营业额按年提升22.26%,至32亿1607万7000令吉,净利也增长46.76%,至5亿5098万4000令吉。
行家建议:
金务大第三季核心净利按年涨65.2%至2亿2270万令吉,使首三季核心净利达5亿5230万令吉,超出了我们和市场全年盈利预测13%和18.4%。
最大功臣来自产业发展业务,累积9个月的盈利增长超过3倍,达2亿令吉;销售额高达27亿令吉,海外项目占总销售额的53%。
尽管未来加息将影响房市,但管理层并没有太担忧,因为他们的目标市场是T20和M40客户群,并有信心实现40亿令吉的全年销售目标。
建筑业务方面,金务大目前的未完成订单有124亿令吉,其中澳洲项目就占了85亿令吉或68.5%。
随着捷运第三路线(MRT3)和各种基础设施项目的推出,我们对建筑业持乐观态度,并预计该公司将在末季和2023财年业绩继续表现出色。
此外,出售高速公路特许权料的计划将在8月完成,届时将向股东发放丰厚的股息。
综上所述,我们维持4.02令吉目标价及“买入”评级。
金务大股价走势
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%91%E9%87%91%E5%8A%A1%E5%A4%A7-%E5%94%AE%E5%A4%A7%E9%81%93%E6%96%99%E6%B4%BE%E9%AB%98%E8%82%A1%E6%81%AF
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