【GAMUDA 5398 交流专区1】金务大

CCTAN是臭妓摆

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CCTAN是臭妓摆

卡贴！！！！！！！！

CCTAN是臭妓摆

卡贴！！！！！！！！

CCTAN是臭妓摆

卡贴！！！！！！！！

CCTAN是臭妓摆

卡贴！！！！！！！！

CCTAN是臭妓摆

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ThermoFisher

有望獲取更多合約　金務大評級調高

(吉隆坡16日訊)隨著預期金務大(GAMUDA，5398，主板建築股) 將贏取更多的建築工程，以及其賺幅將獲得改善，大馬研究分析員將該股的投資評級從「守住」，上修至「買進」。

大馬研究分析員日前在一份研究報告中指出，金務大贏取巴生谷輕快鐵擴建工程的機率相當高，因為該集團曾經承包台灣高雄捷運系統工程項目，以及怡保通往巴當勿剎電動火車（Ipoh-Padang Besardouble tracking）工程。

「憑著豐富的經驗，該集團競標蕉賴-哥打白沙羅輕快鐵擴建計劃將處在優勢的位置，有關計劃總值100億至120億令吉。」

與此同時，該分析員稱，由於較低的建築材料成本，金務大的賺幅將相對走高。

因此，該集團2010財政年的盈利或許將提高51%。

新合約推高盈利

此外，一些總值高達10億令吉的新合約，亦將推高該公司的盈利增長。

分析員補充說， 在他所研究的眾多建築股之中，金務大的盈利能見度最高。今年以來，該股的漲幅約31%，表現超越吉隆坡綜合指數。

除了與MMC機構聯手建造總值1 2 5億令吉的怡保通往巴當勿剎電動火車， 金務大也計劃競標總值50億令吉的冷岳(Langat)水源處理第二階段工程，以及雪邦新廉價航空終站工程。

與此同時，若成功脫售雪州水務控股(SPLASH)40%股權，分析員預計金務大將從中獲得約5億3100萬令吉。

ThermoFisher

金務大盈利看俏
大馬財經 即時新聞  2009-05-22 22:20

（吉隆坡）金務大（GAMUDA,5398,主板建築組）營運賺幅逐漸好轉，加上未來兩年可望攫取國內至少15億令吉合約，僑豐投資研究上調2009至2011財政年盈利1.2%至7%。

不過，在採取現金保守策略下，料2009財政年第3季股息派發不樂觀。這間公司曾在首季宣佈派發4仙中期股息。

僑豐研究近期與10位基金經理與這間公司管理層會談。

僑豐說，雖然原料價格已大幅降低，惟金務大仍精明管控雙軌火車賺幅，因此料明財政年可能會擁有偏高賺幅。同時，這項受到檳城土地轉讓問題困擾而延遲1年的計劃，在聯邦政府與州政府已經幾乎達致賠償共識下，預料可順利進行。

星洲日報／財經‧2009.05.22

ThermoFisher

金務大財測上調
大馬財經 即時新聞  2009-05-25 15:32

（吉隆坡）金務大（GAMUDA,5398,主板建築組）營運賺幅逐漸好轉，加上未來兩年可望攫取國內至少15億令吉合約，僑豐投資研究上調2009至2011財政年盈利1.2%至7%。

不過，在採取現金保守策略下，料2009財政年第3季股息派發不樂觀。金務大曾在首季宣佈派發4仙中期股息。

僑豐研究近期與10位基金經理與金務大管理層會談。

僑豐說，雖然原料價格已大幅降低，惟金務大仍精明管控雙軌火車賺幅，因此料明財政年可能會擁有偏高賺幅。同時，這項受到檳城土地轉讓問題困擾而延遲1年的計劃，在聯邦政府與州政府已經幾乎達致賠償共識下，預料可順利進行。

此外，料金務大也會積極競標經濟振興計劃下的大型合約，其中攫取總值高達60億至80億令吉的輕快鐵延長計劃成功率最高。

“這項計劃將在兩三個月內開放競標，目前設計藍圖已經完成。雖然哥打白沙羅至蕉賴的路線尚未確定執行，不過政府目前仍維持這項建議。金務大可望憑藉過往許多優越執行紀錄成功競標。”

星洲互動‧2009.05.25

ThermoFisher

料獲大型工程
金務大評級上調


（吉隆坡14日訊）大馬第二大建築商金務大（GAMUDA，5398，主板建築），料受惠于經濟振興配套，獲取大型工程合約，前景看俏，被國內外證券研究上調投資評級，帶動股價上週五創10個月新高。

麥格理研究（Macquarie）說，政府有加速推行基建工程，料金務大將是潛在受惠者。

首相拿督斯里納吉早前宣佈，兩項總值670億令吉的經濟挀興配套。

馬銀行投資銀行指出，金務大目前訂單值達80億令吉，估計將競標數項巨額工程，包括雪邦廉價機場終站、彭亨及雪蘭莪跨州輸水計劃、巴生谷鐵路擴充計劃等。

同時，該公司也將競標合約價值低于10億令吉的中型工程。

基于金務大的建築業務前景轉佳，馬銀行投資銀行上修投資評級至“買入”（Buy），原是“守持”（Hold），目標價格從2.50令吉調高到3.35令吉。

麥格理研究給予的評級，也從“中立”（Neutral）上調至“跑贏大市”（Outperform），目標價同樣調至3.35令吉。

週五閉市時，金務大報2.80令吉，起2仙，交投量1188萬400股。

tk123

0553 GMT [Dow Jones] STOCK CALL: Hwang-DBS Vickers Research upgrades Gamuda (5398.KU) to Buy from Hold, raises target to MYR3.50 from MYR2.50 after increasing FY10-FY11 EPS forecasts. Expects Gamuda will be more aggressive in bidding for other "mega projects" in pipeline, such as light rail transit extensions, low-cost carrier terminal and remaining portions of Pahang Selangor Water Transfer, which have total value of up to MYR14 billion. "Our new order win assumptions for FY10-FY11 accounts for 32% of these contracts," says Hwang; "there is a possibility that Gamuda will stand to rake in MYR1.6 billion, or 80 sen per share, should the privatization of (toll road concessionaire unit) Litrak materialize at MYR2.70 and an offer for 40%-owned water concessionaire Splash is made at MYR1.0 billion." Adds, Gamuda's executable orderbook of MYR6.7 billion is highest among local contractors. Forecasts FY09-11 net profits of MYR201 million, MYR332 million, MYR459 million vs MYR325 million in FY08. Stock down 1.9% at MYR2.60 at midday; KLCI down 1.2%. (ECH)

tk123

0135 GMT [Dow Jones] STOCK CALL: Affin Research upgrades Gamuda (5398.KU) to Buy from Reduce, raises target to MYY3.21 from MYR1.86; this despite slashing construction firm's net profit forecast by 11.4% to MYR202.3 million for FY09, 9.8% to MYR332.9 million for FY10 after company's 9-month earnings came in below expectation. "Given the more stable global economic environment and good prospects of the group securing new massive jobs, we believe it is now appropriate to price the stock based on a 10% discount to its RNAV, which we have estimated to be MYR3.56 per share." Adds, though stock +38.0% in last 3 months, "we see positive news flow as the government accelerate the implementation of key infrastructure projects under the 9th Malaysia Plan and stimulus packages." Stock last +1.1% at MYR2.72. (ECH)

tk123

DJ Gamuda Target Raised To MYR3.21 From MYR1.86 By Affin

tk123

0505 GMT [Dow Jones] STOCK CALL: Hwang-DBS Vickers keeps Gamuda (5398.KU) at Buy with unchanged MYR3.50 target; notes company posted 3QFY09 net profit of MYR46 million, down 6% on-quarter, bringing 9MFY09 net profit to MYR151 million, in line with house forecast. Says Gamuda appears hungry to pursue 3 more immediate mega contracts - Light rail transit extensions, the low-cost carrier terminal, and remaining portions of Pahang Selangor Water Transfer project - valued at up to MYR17 billion. Adds company's earnings should improve given its resilient MYR6.3 billion orderbook with 3-4 years visibility. Keeps net profit forecasts of MYR201 million for FY09, MYR332 million for FY10, MYR459 million for FY11 vs MYR325 million achieved in FY08. Stock flat at MYR2.69 midday. (ECH

tk123

Gamuda RM2.69: Buy

– No surprises in 3Q results, brighter days ahead
Prospects to improve. 3QFY09’s lackluster net profit was not surprising and 4QFY09 is expected to remain subdued. Favourable prospects, however, are at hand, with: i) potential orderbook replenishment from its current RM8.1b, ii) an expected improved offer from the government for SPLASH, and iii) brighter prospects in Vietnam benefiting Yenso. Buy with TP of RM3.35.

tk123

Affin Bank,Hwang-DBS和MBB都说这股好，你进了没有？
TP 3.21 to 3.56。

tk123

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轉寄  列印 字體設定: 小  中  大 金務大盈利可期
大馬財經 即時新聞  2009-06-26 16:43
（吉隆坡）金務大（GAMUDA,5398,主板建築組）首9個月業績表現不理想。惟分析員認為，隨著國內外經濟顯露好轉跡象，建築工程合約未來盈利可見度日益清晰、核心產業業務料也從谷底回升及脫售水務資產套現等利好，使其後市業務有望逐年重新漸入佳境。

要男人主動向你求婚？過來偷偷師吧！


分析員表示，金務大估值調升的催化因素，包括今年股價表現落後大市、潛在新工程合約、脫售雪河將增加現金，並可能以特別股息回退股東及投資者轉向高貝他股項等利好。

金務大未來盈利透明度將改善，目前手中持有工程合約為63億令吉，至少可維持3年光景。政府大事注資發展基建計劃，預料這間公司有能力從中攫取更多工程合約。

益資利研究指出，金務大覬覦的新工程合約，包括20億令吉的廉價航空終站、輕快輕擴展計劃（80億令吉）、基勞水霸（5億至10億令吉）及值50億令吉的第二泠岳水務處理廠等。

預料雪州政府將提高出價收購這間公司旗下40%股權的雪河公司（Splash），因為雪州政府希望在6月杪完成收購州內的水務資產。雪州政府早前調高收購雪州水務集團（Abass）股權價格，比今年月份獻議價高出89%。

rachel88

我买了RM2。68。

fcshyan

GENERAL ANNOUNCEMENT
GAMUDA BERHAD (“GAMUDA” OR “THE COMPANY”)
Third Offer to Syarikat Pengeluar Air Sungai Selangor Sdn Bhd (“SPLASH”) from the
Selangor State Government
Further to our announcement dated 29 June 2009, Gamuda wishes to announce that SPLASH had
on 15 July 2009 received a Third Letter of Offer dated 15 July 2009 from the Selangor State
Government (“SSG”) in respect of the take over of the water-related assets and operations of
SPLASH (“Revised Offer”).
In the Revised Offer, the offer price of RM2,975 million and all other key terms remained the same
as that stated in SSG’s Second Letter of Offer dated 25 June 2009 and as announced by Gamuda
to Bursa Malaysia Securitied Berhad (“Bursa Securities”) on 26 June 2009, except that in the
Revised Offer, SSG had agreed to continue to retain Sungai Harmoni Sdn Bhd and Gamuda Water
Sdn Bhd as the Operations and Maintenance (“O&M”) operators of Sungai Selangor Water Supply
Scheme Phase 1 (“SSP1”) and Sungai Selangor Water Supply Scheme Phase 3 (“SSP3”)
respectively upon the same terms and conditions as those signed between SPLASH and the
operators on 24 January 2000.
The offer price of RM2,975 million is an estimate and shall be finalised or adjusted upon
completion of a due diligence exercise by SSG.
The Revised Offer is conditional upon:
1. A simultaneous sale of the water related assets by SSG to Pengurusan Aset Air Berhad
(“PAAB”); and
2. The grant of a licence under the Akta Perkhidmatan Industri Air 2006 (Akta 655) by
Suruhanjaya Perkhidmatan Air Negara (“SPAN”) to SSG.
SSG had requested SPLASH to revert on its Revised Offer soonest possible.
The shareholders of SPLASH are deliberating on the Revised Offer. We will make the appropriate
announcement to Bursa Securities in due course on the outcome of the deliberation.
This announcement is dated 16 July 2009.

因为这个 offer，所以飙升吗？

JStyles

爽下....