Thursday, April 17, 2014

鹏发可达到多少?

对不起各位读者,之前的算错,现已经更正,而且全盘算过。


图表方面,只是蜡烛图,第一眼就是 RM5 左右,




现在验证基本面方面,

看看以下它所得的工程合约:


The Board of Pintaras Jaya Berhad ("PJB") is pleased to announce that 
the Company's wholly-owned subsidiary, Pintaras Geotechnics Sdn. Bhd. has,
 on 29th October 2013, received a Letter of Award dated 7th October 2013 from
 Tristar Acres Sdn. Bhd. to undertake piling works for a
 proposed mixed development project at Kg. Sg. Buah, Mukim Dengkil,
 Daerah Sepang, Selangor Darul Ehsan. The said works is to commence in
  November 2013 with a completion period of 14 months.
 The contract is valued at RM59 million.

date announced 29 Oct 2013



The Board of Pintaras Jaya Berhad ("PJB") is pleased to announce that
the Company's wholly-owned subsidiary, Pintaras Geotechnics Sdn. Bhd.
has, on 19th December 2013, received a Letter of Acceptance dated
11th December 2013 from Datumcorp International Sdn. Bhd. to undertake piling
and basement construction works for a proposed apartment project at Kelana Jaya,
Petaling Jaya, Selangor Darul Ehsan. The said works is to commence in January 2014
with a completion period of 12 months. The contract is valued at RM24 million

Date Announced 19 Dec 2013


The Board of Pintaras Jaya Berhad ("PJB") is pleased to announce that
the Company's wholly-owned subsidiary, Pintaras Geotechnics Sdn. Bhd.
has, on 3rd March 2014, received a Letter of Acceptance dated 17th February 2014
from Pembinaan Mitrajaya Sdn. Bhd. to undertake bored piling works for a proposed
office building project at the Federal Government Administrative Centre, Putrajaya.
The said works is to commence on 10th March 2014 with a completion period of 6 months.
The contract is valued at about RM24 million.

Date announced 3th Mar 2014


The Board of Pintaras Jaya Berhad ("PJB") is pleased to announce that
the Company's wholly-owned subsidiary, Pintaras Geotechnics Sdn. Bhd. has,
on 12th March 2014, received a Commencement Date Notice dated 12th March 2014
from PNB Merdeka Ventures Sdn. Berhad to undertake foundation works for
a proposed building at Warisan Merdeka, Kuala Lumpur. The said works are
to commence on 17th March 2014 with a completion period of about a year.
The contract is valued at RM74 million.

date announced  12th Mar 2014


The Board of Pintaras Jaya Berhad ("PJB") is pleased to announce that
the Company's wholly-owned subsidiary, Pintaras Geotechnics Sdn. Bhd.
has, on 5th April 2014, received a Letter of Acceptance from Enchanting Heights Sdn. Bhd.
to undertake piling and pile cap works for a proposed mixed development project
at Jalan Sibu, Taman Wahyu, Kuala Lumpur. The said works are expected to commence
in May 2014 with a completion period of16 months. The contract is valued
at about RM71 million.

date announced 7 Apr 2014



合约总价值 59mil + 24mil + 24mil + 74mil + 71mil = RM252mil

2013年11月到2015年8月,共 20个月

平均每月合约价值 252mil / 20 = 12.6mil

一年12月工程合约 12.6mil x 12 = 151.2mil (这数字比去年的营业额的少三千万,

它生意越来越好,没理营业额减少,因此至少还有一张合约未宣布)


一年净赚

如果赚幅 30%, 151.2mil x 30% = 45.36mil

总票数 = 160,128,000 + 7,240,000 = 167,368,0007,240,000是雇员计划的票

每股净赚 45.36mil / 167,368,000 = 27sen

本益比如果10 合理股价就是 RM2.70 + 每股现金 = RM2.7 + 65sen = RM3.35


但是它会不会跑向 RM5 呢?

只要每年总股息超过 20sen,而且每三个月派一次,那麼 RM5 不是痴人说梦话

DIGI 2013年每股盈利不超过 22 sen, 股息21sen, 股价RM5以上。




注意:

这可是发了红股,票数双倍增加,再加上雇员计划票数的总票数,167,368,000

鹏发2013年赚幅30%

这几天它股价冲上来,个人认为它近期内除了会宣布不少过 10sen股息外,

至少还有一张工程合约要宣布。

不然,它将站不稳 RM3.50 以上。



我有没有算错?欢迎切磋切磋指点,谢绝恶意回帖。





8 comments:

Alex Ng said...

计算有一点错误,RM1.64 mil/167,368,000= 1sen,不是10sen。

水星 said...

yes, it should be 1 sen.

Also, the 4th project in your list last for 16 months, starting in May'14, so it should end in Aug'15 instead of Nov'15.

Thanks for sharing

Unknown said...

Why not add in the RM59 mils worth of mixed development project at Kg Sg Buah, awarded by Tristar Acres? It was announce at Oct 2013, the project duration is 14 month, commencing since Nov 2013.

音乐瀑布 大时代 said...

谢谢各位指点,已经修改了。

音乐瀑布 大时代 said...

谢谢指点,已经修改了,

至于去年十月得的合约,5千九百万,还有净赚幅达到20%到 30 %的,就当作是惊喜,

因为单单算最近的4单合约,已经合理价超过 RM8.40。

Alex Ng said...

修改过的EPS也是有误。14.4Mil /167,368,000 = 8.6sen, 不是86sen。

音乐瀑布 大时代 said...

全盘算过,谢谢大家指点,欢迎大家讨论,指点。

再次谢谢大家。

音乐瀑布 大时代 said...

全盘算过,谢谢大家指点,欢迎大家讨论,指点。

再次谢谢大家。