Tuesday, July 16, 2013

股海探温:家盟吉长期展望稳固

财经周刊 投资观点 股海探温 2013-07-15 13:50

1.家盟吉(GBGAQRS,5226,主板建筑股)属于小型建筑业者吗?业务展望如何?

2.目前该公司进行中的建筑工程有哪些?价值多少?对盈利有什么影响?

3.如果已持有了家盟吉的股票,目前应加码吗?

4.家盟吉的合理价格是多少?



自从我们今年3月28日给予家盟吉(GBGAQRS,5226,主板建筑股)“短线买入”的评级后,该公司的股价就从当时的96仙,在3个月内飙涨了34%。

家盟吉的股价,已经很明显跑赢同期的富时隆综指,后者的攀升幅度只有4.4%。

目前,家盟吉外接的建筑工程订单约有5亿令吉,包括了价值2.655亿令吉的捷运配套V1工程(双溪毛糯-哥打白沙罗捷运站),以及森美兰州Jalan Rantau至Sungai Gadut的道路提升工程,这些工程将照亮未来3年的盈利能见度。

家盟吉的管理层曾经披露,该公司致力攫取其他合约,要在今年底增加总值5亿令吉的建筑工程订单。

股价上涨空间不大

由于全国大选的不确定因素已经消散,因此,工程颁发的进度将会加速,我们认为新订单的目标是合理却可以达成的,届时,外接订单总值将会倍增至10亿令吉。

不过,由于家盟吉目前每股约1.29令吉的市价,使2013财年的本益比达到8.8倍,我们认为,对于一家中小型建筑业者来说略显昂贵。

我们相信,家盟吉在短期内的上涨空间不大,因为它已超越我们给予的1.10令吉目标价格,因此,我们建议投资者趁机套利。

然而,家盟吉长期的展望仍然稳固,因为本地建筑领域目前正处于上涨周期,这将可以支撑该公司的订单扩充计划。

此外,即将在巴生谷和柔佛推介的产业项目,也可增强订单。

如果家盟吉的股价在未来走软,我们不排除将重新投资该股。














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