(吉隆坡24日讯)联昌国际投资银行研究表示,新政府可能会批准国家移民监控系统(SKIN)项目,提振Prestariang Bhd今早交投活络,股价上升9.89%。
截至早上9点31分,该股涨4.5仙,至50仙,约3701万股成交。稍早前,该股一度上探至52仙高位。
联昌国际投资银行研究维持给予Prestariang的“增持”评级,但把目标价从2.05令吉,下修至1.89令吉,并指该股价今年低于大市,主要是担心新政府可能不批准SKIN项目所致。
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“由于该股价比我们的综合估值法(SOP)折价高达76%,因此,可趁机累积股票。维持‘增持’评级。”
分析员表示,假设加权平均资本成本(WACC)为6%,估计SKIN价值约7亿5000万令吉,基于Prestariang持有SKIN项目的70%股权,这意味着其特许经营权总值5亿2500万令吉或每股1.08令吉。
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转贴:目标价:1.89令吉
最新进展:
因投资者担忧新政府或不批准国家移民控制系统(SKIN)工程,必达量(PRESBHD,5204 ,主板科技股)今年内股价大跌了71%,表现低于富时小型股指数21.8%的跌幅。
过去数月,政府全面检讨与私人企业合作(PPP)合约,且财政部长林冠英表示,不打算取消任何相关项目。
而前任政府已对SKIN计划进行紧密审核,必达量也耗时4年才获得该项目的批准。
行家建议:
我们相信,基于SKIN是国家安全相关项目,所以还是很大机会,政府会批准。
目前该公司的股价,等于目标价高达76%的折价,所以相信是累积股票的好时机,维持“增持”评级。
不过,调整了SKIN的估算后,目标价从2.05令吉下调至1.89令吉。
另外,该股评级上调的催化剂包括SKIN项目不展延,及软件销售提升。

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About Us

Prestariang is a Technology and Talent pioneer that has evolved from being Malaysia’s largest ICT software and training service provider to a leading Technology and Talent Platform innovator.

Through its Transformation Plan, Prestariang's Technology Platform has successfully taken off with the award of Sistem Kawalan Imigresen Nasional (SKIN) by the Malaysian Government. Whilst, EduCloud, its Talent Platform, supports Entrepreneurship, Education and e-Commerce in the education sector was launched in conjunction with JobMatching PTPTN at a ceremony to commemorate the 20th Anniversary of Perbadanan Tabung Pendidikan Tinggi Nasional (PTPTN).

Today, Prestariang in collaboration with global partners, which include Imprimerie Nationale, Microsoft, Autodesk, IBM, Oracle, KPMG, University of Melbourne and many others, drives innovation in the Digital Economy.

Prestariang is also the largest Microsoft Licensing Solutions Partner in Malaysia.

Through its Technology and Talent Platforms, Prestariang will deliver its innovation through six (6) core deliveries namely, Analytics and Business Intelligence, Cyber and Information Security, Cloud Services, Change Management, Digital Ecosystem and SKIN-in-a-Box.

Prestariang Group remains committed to drive the technology industry in Malaysia towards and beyond the new digital economy era.

Business Ecosystem
AT A GLANCE
  • Founded in 2003
  • Headquartered in Cyberjaya, Selangor, Malaysia
  • Market capitalisation of over RM1.0 billion (~USD245 million)
  • Listed on the Main Market of Bursa Malaysia on 27 July 2011
    (Stock name: PRESBHD | Stock Code: 5204 | Bloomberg - PRES:MK)
  • Minimum of 50% profit payout dividend policy (i.e. quarterly basis) and a syariah-compliant stock

Our SERVICES
  • Largest ICT training and certifications provider in Malaysia
  • The exclusive distributor for Microsoft (Government agencies) and Adobe & IBM SPSS (Education) license software in Malaysia
  • 'Sistem Kawalan Imigresen Nasional' (SKIN) – A 15 years concession project to implement and manage the immigration and national border control transformation program for the government of Malaysia
  • Owns and operates University of Computer Science & Engineering (UNIMY), the first ICT-focused digital technology university in Malaysia
  • Accredited Prestariang Skill Training Institute (PSTI), the first in Pengerang, Johor for TVET Program

Our PARTNERS
  • Key partner of international companies including Thales, Alibaba Cloud, Microsoft, Autodesk, IBM, Oracle, Salesforce, KPMG, University of Melbourne and many others.