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楼主: chong82

[公司专区] 9466 KKB 许甲明工程

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x 1
发表于 2011-4-22 09:06 | 显示全部楼层
回复  银光之子

上次是Ex 5en 当天就填权。(上回5sen)
chua88 发表于 2011-4-21 23:33


如果有基金持有,他們應該会填回去。

x 0 我要送花

x 1075
发表于 2011-4-22 09:15 | 显示全部楼层
买KKB很考耐性,不知道还要盘整多久?
chua88 发表于 2011-4-21 23:13


不要去看股价就不会有这种感觉了。

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x 99
发表于 2011-4-22 13:16 | 显示全部楼层
买不到Boilermech。。。就买了这个拿股息。。。

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x 881
发表于 2011-5-4 18:26 | 显示全部楼层

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x 1
发表于 2011-5-4 23:25 | 显示全部楼层
看样子,还算不错的财务报告。如果盈利与去年一样ROE会在30%以上。本人买了50粒在2.05。

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x 67
发表于 2011-5-4 23:57 | 显示全部楼层
看样子,还算不错的财务报告。如果盈利与去年一样ROE会在30%以上。本人买了50粒在2.05。
whocare81 发表于 2011-5-4 23:25



    哇 100K~帅啦

我看了看没想象中的乐观~呵呵

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x 1075
发表于 2011-5-5 16:57 | 显示全部楼层
Financial Results
Reference No CC-110503-30378

Company Name
:
KKB ENGINEERING BERHAD  
Stock Name
:
KKB  
Date Announced
:
04/05/2011
Financial Year End
:
31/12/2011
Quarter
:
1
Quarterly report for the financial period ended
:
31/03/2011
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:

                     


Remark:




  • [url=]DEFAULT CURRENCY[/url]
  • [url=]OTHER CURRENCY[/url]



Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2011

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2011
31/03/2010
31/03/2011
31/03/2010
$$'000
$$'000
$$'000
$$'000
1Revenue
59,513
67,551
59,513
67,551
2Profit/(loss) before tax
26,142
26,825
26,142
26,825
3Profit/(loss) for the period
19,683
19,956
19,683
19,956
4Profit/(loss) attributable to ordinary equity holders of the parent
19,678
19,045
19,678
19,045
5Basic earnings/(loss) per share (Subunit)
7.63
7.39
7.63
7.39
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
0.9900
0.9100

Remarks :

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x 881
发表于 2011-5-5 19:35 | 显示全部楼层
行家论股:许甲明 业绩出色基本面乐观
2011/05/05 5:55:06 PM
●南洋商报

目标价:2.10令吉

最新进展

许甲明(KKB,9466,主板工业产品股)2011财年首季业绩,相等于全年预测的25.5%,净利报7730万令吉。

按季比较,公司净利收缩了6.5%,但按年比较,公司首季收益增3.3%或1970万令吉。

该季净利收缩主要是因为工程及建筑领域的销量下跌,而在制造业部门的营业额也下滑了18.9%,

盘点分析

我们相信许甲明将持续观察在砂拉越再生能源走廊(SCORE)的现有和新工程。公司现有工程如沙玛拉如污水处理厂,相信在2011财年上半年刺激公司净利。

政府在近期证实,将在引进更大的管道来提升现有的污水处理厂,以提供干净的水给沙巴和砂拉越乡村地区,我们相信会有更多工程陆续出炉。

基于公司在2010财年收益表现杰出,我们对于许甲明的基本面保持乐观。

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x 126
发表于 2011-5-6 12:19 | 显示全部楼层
Roe 是多少?

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x 1
发表于 2011-5-6 12:26 | 显示全部楼层
Roe 是多少?
sky1510 发表于 2011-5-6 12:19



    ave 5 year 17.83 ROE 。。。 last 2 year over 20+

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x 52
发表于 2011-5-6 23:53 | 显示全部楼层
KKB net profit within analysts’ estimates

KKB Engineering Bhd
May 5, RM2.09

Maintain buy at RM2.10 with target price of RM3: KKB Engineering Bhd’s 1QFY11 results came in well within our estimates, making up 25.5% of our full-year FY11 net profit of RM77.3 million. On a sequential basis, its bottom line experienced a slight contraction of 6.5%, while on a y-o-y basis, KKB’s 1QFY11 earnings came in 3.3% higher at
RM19.7 million.

The slight contraction experienced in the current quarter was mainly attributed to softer sales recorded from its engineering and construction division, which saw revenue dip 13.5% to RM49.6 million from RM57.4 million.

We believe KKB will continue to see more activities in its existing and new projects given its strategic position in the Sarawak Corridor of Renewable Energy. Its existing projects such as the Samalaju water treatment plant will continue to boost its bottom line, at least for 1HFY11.

We remain hopeful for the announcement of more projects now that the Sarawak state election is behind us, though we foresee some time lag between the announcement and implementation of physical works which may somewhat affect project continuity until mid-2011.

However, this is only expected to be a temporary blip before revenue recognition returns to normal. In addition, the government’s recent confirmation it would bring in bigger
pipes to upgrade the capacity of existing water treatment plants in order to supply treated water throughout rural Sarawak and Sabah should continue to spur sentiment positively.

Given the high base effect from its stellar earnings in FY10, we remain positive on KKB’s fundamentals. The company’s earnings before interest and taxes (Ebit) margins remain healthy especially, from its engineering and construction division, which stands at 51.1% for 1QFY11.

We maintain our earnings estimates for FY11, with our fair value of RM3 based on a price-earnings ratio of 10 times FY11 earnings per share, which provides an attractive upside potential of 42.8%. — OSK Research, May 5

http://www.theedgemalaysia.com/i ... ysts-estimates.html

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x 1
发表于 2011-5-9 00:48 | 显示全部楼层
请问2010的nta是0.91吗?是的话为什么会跌那么多啊?

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x 1
发表于 2011-5-9 15:39 | 显示全部楼层
不是跌多,是他们分红股(每五股的三股),之后又对半拆股。

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x 881
发表于 2011-5-9 17:04 | 显示全部楼层
KKB net profit within analysts’ estimates         PDF         Print

Tags: KKB Engineering Bhd | OSK Research
Written by The Edge Financial Daily   
Friday, 06 May 2011 15:19
Bookmark and Share

KKB Engineering Bhd
May 5, RM2.09

Maintain buy at RM2.10 with target price of RM3: KKB Engineering Bhd’s 1QFY11 results came in well within our estimates, making up 25.5% of our full-year FY11 net profit of RM77.3 million. On a sequential basis, its bottom line experienced a slight contraction of 6.5%, while on a y-o-y basis, KKB’s 1QFY11 earnings came in 3.3% higher at
RM19.7 million.

The slight contraction experienced in the current quarter was mainly attributed to softer sales recorded from its engineering and construction division, which saw revenue dip 13.5% to RM49.6 million from RM57.4 million.

We believe KKB will continue to see more activities in its existing and new projects given its strategic position in the Sarawak Corridor of Renewable Energy. Its existing projects such as the Samalaju water treatment plant will continue to boost its bottom line, at least for 1HFY11.

We remain hopeful for the announcement of more projects now that the Sarawak state election is behind us, though we foresee some time lag between the announcement and implementation of physical works which may somewhat affect project continuity until mid-2011.

However, this is only expected to be a temporary blip before revenue recognition returns to normal. In addition, the government’s recent confirmation it would bring in bigger
pipes to upgrade the capacity of existing water treatment plants in order to supply treated water throughout rural Sarawak and Sabah should continue to spur sentiment positively.

Given the high base effect from its stellar earnings in FY10, we remain positive on KKB’s fundamentals. The company’s earnings before interest and taxes (Ebit) margins remain healthy especially, from its engineering and construction division, which stands at 51.1% for 1QFY11.

We maintain our earnings estimates for FY11, with our fair value of RM3 based on a price-earnings ratio of 10 times FY11 earnings per share, which provides an attractive upside potential of 42.8%. — OSK Research, May 5

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x 0
发表于 2011-5-20 20:24 | 显示全部楼层
新工程就要到手...

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x 1
发表于 2011-5-20 22:41 | 显示全部楼层
请问您怎么知道?

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x 45
发表于 2011-6-8 00:50 | 显示全部楼层
TP RM3.00

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x 91
发表于 2011-6-8 01:03 | 显示全部楼层
RM6.20 是我给这支股票的价值

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x 36
 楼主| 发表于 2011-6-11 14:20 | 显示全部楼层
布鲁诺曼梳基金所公布的49家,KKB有份的吗??

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x 99
发表于 2011-6-11 14:39 | 显示全部楼层
布鲁诺曼梳基金所公布的49家,KKB有份的吗??
chong82 发表于 2011-6-11 14:20


直接应该没有。。。间接的好像有
Cahya Mata Sarawak Sdn Bhd = ??? Cahya Mata Sarawak Berhad 20.05%


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