KTB 4847 pn17 KONSORTIUM TRANSNASIONAL BERHAD | 斩获新合约!
自从 Doh 氏家族作为白武士 “进军” 到 Konsortium Transnasional Berhad(KTB、4847)之后,该公司也逐渐从过去持续亏损的巴士企业慢慢转为具有盈利的建筑企业。
于 24.03.2023,KTB 也公布了他们再次斩获价值为 RM 153.1 Million 左右的订单,而订单的详细内容则是如下:
合约方:Aman Wijaya Sdn. Bhd.(“AWSB”)
项目名称:Perumahan Rakyat 1 Malaysia(PR1MA)Pahang
项目中的建筑:340 间半独立房屋、8 间单层洋房、652 间单层排屋、19 间双层商铺
合约内容:KTB 将负责土方工程、打桩、建筑、内部和主要结构建设、提供劳工和原料等
合约期:预计将会在 2023 年 7 月份开始建设,为期 36 个月
如果笔者按照 KTB 在过去脱离 PN17 的文告中参考呢(14.04.2020),他们手头上的未入账订单(“Unbilled Orderbook”)大约有 RM 453.0 Million 左右,当然在历经了近这几年,公司的合约数额也有被减少,不过该 AWSB 的合约预计会给公司带来不错的收入。
那熟悉 Doh 氏家族的读者呢,也应该知道他们都专注于较高盈利率的建筑项目,因此我们在这里或许可以反过来计算该项目给 KTB 带来的效应。
*KTB 的财政年于 12 月 31 日结束。
假设该项目在 7 月份开跑的话,那么这就代表 KTB 在 2023 财政年 2H 内会开始看到营业额的贡献,直至 2026 财政年 2H;也就是说平均来说该项目每个季度会给公司带来 RM 17.0 Million 左右的营业额,并且以 10.0% 的盈利率来说的话,可能可以给公司带来 RM 1.7 Million 左右的盈利。
乍看之下,该 RM 1.7 Million 貌似不是很高,不过笔者要在这里特别提到 KTB 在过去数个季度的表现仍有时候是亏损的,而在 2022 财政年 Q4 中的净利则是 RM 1.5 Million 左右,所以个人认为,该表现对于公司来说还是有一定的影响的。
那么,读者们对于 KTB 在下周的股价表现,有什么看法呢?
照片来源:The Edge
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https://klse.i3investor.com/web/blog/detail/exeedgroup/2023-03-25-story-h-275175121
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