2018年12月12日星期三

Gkent 3204 RM 0.93 喬治肯特机会进入:

公司从2018年6月开始股票買回至12月20曰,股价介于RM0.755至1.48 ,共累积21601.200股。坐拥净现金马币2亿,未来穩定派息,基本面强大。利空出尽,下无可跌,
買入 Gkent 3204 RM0.89

(lrt3 )16.6 b/2=8.3 b 
profit margin 6%=498m for gkent。
498m/563.269m股数=rm0.88(eps),(以上为粗略计算,未扣除其他成本。)
乱世局中收股息是安穩的,11月,2019年1月与4月拿股息,中長期取得资本增值,RM0.915完全反应公司负面与利空了,收与进为良策。
8)LRT3项目確定实施,未来净利显现,现累积兩个季度Q1与Q2共净利46m,Rolling 4 Quarters=92m ,eps=16sen ,建築股合理的本益比(pe)为10至15倍,股价应为RM1.60至2.40,目前价格RM0.915只是本益比5.7倍在交易,明显被低估了。
贴 
gkent is a good invest: 
market cap:515m 
net cash:301m 
stock price:RM0.915
net cash position:58.4%
Perhaps a more "investable" names on the net-net universe... Here's a screener by: 
1) KLSE stocks 
2) Market Cap above RM 100 mil 
3) Net Cash position is at 50% or more of its market cap value 

At least some of the names here are more familiar, hehe. I'm planning to study some of the names, having cash which is 50% of market can be considered first line to "value" in my opinion.
http://kongsenger.blogspot.com/2018/11/gkent-3204-rm105.html?m=0









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