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【MUHIBAH 5703 交流专区】睦兴旺

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发表于 27-7-2015 11:57 AM | 显示全部楼层
最近想拿一笔钱出来买这只股票!有哪位大大有研究这只股票

请提供建议。
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发表于 29-7-2015 06:15 PM | 显示全部楼层
mingkok76 发表于 27-7-2015 11:57 AM
最近想拿一笔钱出来买这只股票!有哪位大大有研究这只股票

请提供建议。

能长久投资的股。。。

买卖自负。。。

理想买入价位,低过2.30都算不错
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发表于 30-7-2015 11:31 AM | 显示全部楼层
kendro 发表于 29-7-2015 05:15 PM
能长久投资的股。。。

买卖自负。。。

好的!谢谢
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发表于 30-7-2015 04:47 PM | 显示全部楼层
本帖最后由 icy97 于 31-7-2015 05:01 AM 编辑

睦兴旺获1.58亿令吉合约
By Yimie Yong / theedgemarkets.com   | July 30, 2015 : 3:59 PM MYT   
http://www.theedgemarkets.com/my/article/睦兴旺获158亿令吉合约?type=News

(吉隆坡30日讯)睦兴旺工程(Muhibbah Engineering (M) Bhd ( Financial Dashboard))今日宣布,获颁总值1亿5820万令吉的合约。

睦兴旺(基本面:1.1;估值:0.8)今日向大马交易所报备,从TTCL Public Company Ltd独资子公司Toyo Thai Malaysia私人有限公司获得这项合约,为位于柔佛边佳兰炼油与石油化工综合发展计划(RAPID)的蒸汽裂解中心外地区,提供土木、水泥和建筑工作。

这项合约是在RAPID蒸汽裂解中心的第五配套:工程、采购、建造和调试(EPCC)。

建筑工作预计在8月动工,并在2017年11月完成。

睦兴旺指出:“该合约预计将为当前和未来财政年的盈利和净资产作出贡献。”

该公司指出,TTCL是泰国上市公司,并承包第五配套EPCC合约的一部分。

RAPID蒸汽裂解中心的EPCC颁发给 Toyo Engineering Corporation 和 Toyo Engineering & Construction私人有限公司组成的财团。

截至3时53分,该股平盘于2.25令吉,市值为10亿5000万令吉。

(编译:陈慧珊)

Type
Announcement
Subject
OTHERS
Description
MUHIBBAH ENGINEERING (M) BHD ACCEPTANCE OF AWARDCIVIL, CONCRETE AND BUILDINGS FOR OFFSITE AREAS UNDER PACKAGE NO. 5: EPCC OF THE STEAM CRACKER COMPLEX FOR REFINERY AND PETROCHEMICALS INTEGRATED DEVELOPMENT (RAPID) PROJECT IN PENGERANG, JOHOR
INTRODUCTION
The Board of Directors (“the Board”) of Muhibbah Engineering (M) Bhd ("Muhibbah" or "the Company") is pleased to announce that the Company has accepted the award from Toyo Thai Malaysia Sdn. Bhd., a wholly owned subsidiary of TTCL Public Company Limited (previously known as Toyo-Thai Corporation Public Company Limited) (“TTCL”) for Civil, Concrete and Buildings for Offsite Areas under Package No. 5: EPCC Of The Steam Cracker Complex For Refinery And Petrochemicals Integrated Development (RAPID) Project In Pengerang , Johor, Malaysia for a total contract price of approximately RM158.2 million (“The Contract”).

TTCL is listed on the Stock Exchange of Thailand. TTCL is undertaking part of the Engineering, Procurement, Construction and Commissioning (“EPCC”) contract under Package No. 5: EPCC Of The Steam Cracker Complex For Refinery And Petrochemicals Integrated Development (RAPID) Project which was awarded to a Consortium of Toyo Engineering Corporation and Toyo Engineering & Construction Sdn. Bhd.

DURATION OF CONTRACT
The construction is scheduled to commence in August 2015 and is expected to be completed by November 2017.

FINANCIAL EFFECTS
The Contract is expected to contribute positively to the earnings and net assets of Muhibbah Group for the current and future financial years.
The Contract does not have any impact on the share capital and/or shareholding structure of Muhibbah.

DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS
None of the Directors and/or major shareholders and persons connected to the Directors and/or major shareholders have any interest, direct or indirect, in the Contract.

DIRECTORS' STATEMENT
The Board, after considering all the relevant factors, is of the opinion that the acceptance of the Contract is in the best interest of Muhibbah Group.

This announcement is dated 30 July 2015.

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发表于 31-7-2015 11:12 AM | 显示全部楼层
kendro 发表于 29-7-2015 05:15 PM
能长久投资的股。。。

买卖自负。。。

今天买了一些在2.25希望可以赚点吃饭钱
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发表于 30-8-2015 04:05 AM | 显示全部楼层
本帖最后由 icy97 于 31-8-2015 02:49 AM 编辑

睦兴旺次季净利跌8%

财经新闻 财经  2015-08-29 12:45
(吉隆坡28日讯)睦兴旺(MUHIBBAH,5703,主板建筑股)截至6月底次季,净利跌8%,录得1926万令吉,上财年同期为2093万令吉。

该公司向马交所报备,次季营业额跌12%,报4亿1034万令吉,上财年同期为4亿6614万令吉。

累积首半年,睦兴旺净利扬3.6%,报4255万令吉;营业额挫10%,报7亿7355万令吉。

21亿订单未入账

根据该公司文告,截至8月21日止,手上未结账订单达21亿令吉。

目前睦兴旺进行中的炼油与石油化工综合发展计划(RAPID),合约总值2亿7500万令吉,同时也获得北港(马)私人有限公司(NMB)和西港控股(WPRTS,5246,主板贸服股)建筑合约。

此外,该公司指出,柬埔寨暹粒和金边的机场都已完成扩建,料可持续增长。【你南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2015
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Jun 2015
30 Jun 2014
30 Jun 2015
30 Jun 2014
$$'000
$$'000
$$'000
$$'000
1Revenue
410,338
466,144
773,548
860,092
2Profit/(loss) before tax
37,340
44,603
76,909
75,546
3Profit/(loss) for the period
26,098
30,122
58,112
52,415
4Profit/(loss) attributable to ordinary equity holders of the parent
19,259
20,927
42,548
41,090
5Basic earnings/(loss) per share (Subunit)
4.17
4.95
9.52
9.74
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 ($$)
1.5500
1.5200

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发表于 2-9-2015 09:00 PM | 显示全部楼层
訂單支撐‧美元走強‧睦興旺盈利展望正面

2015-09-02 16:55      
(吉隆坡2日訊)睦興旺工程(MUHIBAH,5703,主板建筑組)獲邊佳蘭工程訂單支撐及受惠於美元走強,下半年盈利展望正面。

聯昌研究指出,該公司上半年核心淨利符合預期,看好下半年將取得更佳表現。

“截至目前為止獲取訂單能力復甦,令上半年基建盈利大躍進,相信更高付款進度、起重機訂單落實及柬埔寨機場經營權更佳盈利支撐,下半年料取得更佳季節性表現。”

上半年,該公司基建盈利企於7%,優於去年同期的4%;起重機及柬埔寨機場則為該公司帶來美元營業額。

聯昌研究表示,馬幣兌美元從今年6月起進一步走疲,看好這兩個業務將在下半年作出更強勁貢獻。“該公司下半年及2016財政年訂單成長維持正面,因基建類型工程從2004年起開始復甦,預計未來月份將潛在迎來更多訂單。”

手握5.5億訂單
競標50億工程

截至目前為止,該公司已獲取5億5千500萬令吉訂單,正在競標價值40至50億令吉工程,期限12至18個月,料有更多合約將在下半年頒發。

有鑑於此,聯昌研究預測,今年該公司獲取的基建工程可能走高至10億令吉,超出該行預期,同時,佔盈利至少50%的出口業務也將受惠於美元走強。不過,因更新評估方法,聯昌研究下調睦興旺工程目標價。

MIDF研究認為,該公司第二季取得1千930萬令吉盈利低於預期,主要是受油氣及基建低貢獻、進賬及盈利釋放速度緩慢影響。

不過,該行對其盈利展望維持樂觀,因在油氣業市況不佳期間,該公司依然持有22億5千萬令吉強勁訂單。

“柬埔寨機場經營權料取得更高貢獻,加上起重機及邊佳蘭RAPID陸續獲取訂單,促使我們維持該公司財測不變。

截至目前為止,柬埔寨遊客量取得4.81%的成長,暹粒及金邊國際機場佔上半年外國遊客抵達人數的53.5%。



(星洲日報/財經‧報導:郭曉芳)
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发表于 4-9-2015 12:45 AM | 显示全部楼层
本帖最后由 icy97 于 4-9-2015 07:21 PM 编辑

睦兴旺获国油颁发 9.4亿污水处理合约

财经新闻 财经  2015-09-04 08:05
(吉隆坡3日讯)睦兴旺(MUHIBAH,5703,主板建筑股)获国家石油(Petronas)颁发总值9亿4960万令吉的污水处理厂建筑合约。

该公司向马交所报备,污水处理厂位于边佳兰炼油与石油化工综合发展(RAPID)工程内。

睦兴旺是通过与VA Tech Wabag有限公司组成的财团,获得上述合约。

VA Tech Wabag是印度上市公司,拥有丰富的污水处理经验。

RAPID是国内最大的油气领域下游发展计划。睦兴旺指出,建立污水处理厂的目的就是要降低区内的污染。

此外,睦兴旺补充,上述工程预计今年第三季展开,2018年年底竣工,并为公司带来净利贡献。【南洋网财经】

Type
Announcement
Subject
OTHERS
Description
MUHIBBAH ENGINEERING (M) BHD ("MUHIBBAH" OR "THE COMPANY") CONTRACT AWARDDESIGN COMPETITION FOR RE-FEED AND ENGINEERING, PROCUREMENT, CONSTRUCTION AND COMMISSIONING OF THE EFFLUENT TREATMENT PLANT FOR THE REFINERY AND PETROCHEMICAL INTEGRATED DEVELOPMENT (RAPID) PROJECT IN PENGERANG , JOHOR, MALAYSIA
INTRODUCTION
The Board of Directors (“the Board”) of Muhibbah is pleased to announce that the consortium of  Muhibbah Engineering (M) Bhd and VA Tech Wabag Limited (“WABAG”) has been awarded the contract for the Design Competition for Re-FEED and Engineering, Procurement, Construction and Commissioning of the Effluent Treatment Plant (“ETP”) for the RAPID Project in Pengerang, Johor, Malaysia (the “CONTRACT”). The CONTRACT is awarded by PRPC Utilities and Facilities Sdn. Bhd., a wholly-owned subsidiary of PETRONAS Refinery and Petrochemical Corporation Sdn Bhd and which is also wholly-owned by Petroliam Nasional Berhad (“PETRONAS”). The total CONTRACT price is approximately RM949.6 million.

The ETP will form part of the RAPID complex at Pengerang, Johor, in southern Malaysia.

The RAPID Project consists of a world scale integrated site which includes refining activities and petrochemicals production. The refinery will have a capacity of 300,000 barrels per day (bpd), while the Steam Cracker’s combined annual production is anticipated to be more than 3 million tonnes per annum (mtpa) of ethylene, propylene and C4-C6 olefins products. Products from the refinery and steam cracker will be the feedstock to produce premium differentiated specialty petrochemical products.

RAPID is PETRONAS’ largest green-field downstream undertaking in Malaysia, and along with its six major associated facilities, forms the Pengerang Integrated Complex (PIC). The associated facilities are the Pengerang Co-generation Plant, LNG Re-gasification Terminal, Air Separation Unit, Raw Water Supply project, the Liquid Bulk Terminal and the Central and Shared Utilities and Facilities.

The purpose of the Integrated ETP is to reduce the pollution in the aqueous effluents of the RAPID Complex to below the regulatory discharge limits.
WABAG is a multinational company listed in National Stock Exchange and Bombay Stock Exchange, both in the Indian Stock Exchanges which has a vast experience in water and waste water management.  

DURATION OF CONTRACT
The CONTRACT is scheduled to commence in the third quarter of 2015 and is expected to be completed by end of 2018.

FINANCIAL EFFECTS
The CONTRACT is expected to contribute positively to the earnings and net assets of Muhibbah Group for the current and future financial years.
The CONTRACT does not have any impact on the share capital and/or shareholding structure of Muhibbah.

DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS
None of the Directors and/or major shareholders and persons connected to the Directors and/or major shareholders have any interest, direct or indirect, in the CONTRACT.

DIRECTORS' STATEMENT
The Board, after considering all the relevant factors, is of the opinion that the award of the CONTRACT is in the best interest of Muhibbah Group.

This announcement is dated 3 September 2015.

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发表于 4-9-2015 07:58 PM | 显示全部楼层
本帖最后由 icy97 于 6-9-2015 02:26 PM 编辑

RAPID合約提振‧睦興旺財測有望上調

2015-09-04 17:15      
(吉隆坡4日訊)睦興旺工程(MUHIBAH,5703,主板建筑組)和VA Tech Wabag有限公司(WABAG)組成的財團接獲國家石油公司(Petronas)總值9億4千960萬令吉合約,為邊佳蘭煉油及石油化學綜合發展計劃(RAPID)的廢水處理廠提供設計、採購、施工和啟用(EPCC)服務。

分析
分析員對睦興旺獲取這項工程看法正面,料使未完成工程增至24億令吉,在2年內前景更清晰,財測有上調空間,也是趁估值低時累積該股良機。

肯納格研究說,睦興旺今年迄今的工程替換達8億2千600萬令吉,符合預期;現有未完成工程達24億令吉,有至少2年的清晰度,未來將忙於執行RAPID工程。

安聯星展研究說,獲取這項工程印證睦興旺是RAPID強力代言。這是睦興旺在RAPID首次與伙伴扮演承包商角色,其伙伴為印度上市公司。早前兩次也在RAPID與Tecnicas Reunidas和Toyo Thai合伙,皆是二手承包商。

“這項合約是處理RAPID大廈的廢水,達到低於環境局規定的排放水平。”相關合約今年第三季動工,並在2018年杪竣工。

目前其股權結構仍不詳,預測約介於30至50%;若是30%,其實際工程份額最高達2億8千500萬令吉,這使今年迄今工程增至8億7千400萬令吉。

“我們原預計今年其餘時日贏取工程只達1億9千300萬令吉,意味今明兩財政年所獲工程增長。”

獲取這項新合約,也消除基建業務能否持續獲取新工程之憂慮。預測迄今營收累積15億令吉,或佔上財政年的1.4倍。

“其目前估值也具吸引力,本益比7倍,股價對比淨資產值1倍,是趁機累積良機。”在股權結構未明之前,維持財測不變,有上調空間!



(星洲日報/財經)


得标9.5亿RAPID工程 睦兴旺工程股价扬
4/09/201522:25
http://www.kwongwah.com.my/?p=10140

逾9億合約提振 睦興旺工程盈利看漲
財經股市4 Sep 2015 20:23
http://www.chinapress.com.my/node/652231

今年订单破10亿超预期 睦兴旺前景佳财测上修
财经新闻 财经  2015-09-06 10:34
http://www.nanyang.com/node/721698?tid=462
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发表于 5-9-2015 12:48 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
MUHIBBAH ENGINEERING (M) BHD ("MUHIBBAH" OR "THE COMPANY") CONTRACT AWARD DESIGN COMPETITION FOR RE-FEED AND ENGINEERING, PROCUREMENT, CONSTRUCTION AND COMMISSIONING OF THE EFFLUENT TREATMENT PLANT FOR THE REFINERY AND PETROCHEMICAL INTEGRATED DEVELOPMENT (RAPID) PROJECT IN PENGERANG, JOHOR, MALAYSIA
Further to the announcement made yesterday (Reference No. GA1-03092015-00052), Muhibbah wishes to inform that the Company has 30% stake in the Wabag-Muhibbah JV (“JV”).  The JV had on 1 September 2015 accepted an award for the Design Competition For Re-Feed And Engineering, Procurement, Construction And Commissioning Of The Effluent Treatment Plant For The Refinery And Petrochemical Integrated Development (Rapid) Project In Pengerang, Johor, Malaysia (“CONTRACT”) by PRPC Utilities and Facilities Sdn. Bhd, a wholly-owned subsidiary of PETRONAS Refinery and Petrochemical Corporation Sdn Bhd, which is also wholly-owned by Petroliam Nasional Berhad. The CONTRACT value is approximately RM949.6 million in cash.

This announcement is dated 4 September 2015.

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发表于 30-9-2015 03:32 AM | 显示全部楼层
本帖最后由 icy97 于 2-10-2015 07:53 PM 编辑

RAPID基建需求強勁‧睦興旺受惠

2015-10-02 17:08      
(吉隆坡2日訊)國家石油在柔佛州的煉油及石油化學綜合發展計劃(RAPID)中,旗下的下游油氣基建設施建築需求強勁,預期睦興旺工程(MUHIBAH,5703,主板建築組)將是從中受惠的主要贏家。

MIDF研究指出,預料睦興旺工程在未來季度里,將在RAPID計劃攫取更多工程合約,特別是在鋼鐵及機械工程的組裝、裝置、啟用等領域。

由於睦興旺工程之前在RAPID工程已擁有豐富經驗,良好記錄及聯營技術,使它有望未來取得更多油氣基建工程配套合約。

該公司健全的資產負債表,使它可以推行更大型基建工程及選擇較好的風險兌回酬比例的工程合約。

睦興旺工程以往在中東的經驗,至今可派上用場,使該公司在RAPID計劃獲得國際財團——例如Technicas Reunidas及Toyo石油等頒發二手承包工程合約。

目前睦興旺工程持有逾10億令吉的工程合約,預料2016財政年將可補充更多新工程合約。

料可補充更多新合約

該公司潛在額外催化因素,包括建築業務盈利透明度高、柬埔寨機場業務將從美元走強中受惠、旗下輝高起重機在全球市場占有率、淨利5年复合平均成長率達逾20%及每股盈利5年复合平均成長率達逾27%等利好。

該行對睦興旺工程維持“買進”評級及目標價保持在2令吉95仙,或等於2016年財政年預測本益比12.3倍,或是中型建築股平均12至14倍的下方水平。(星洲日報/財經‧報導:李文龍)
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发表于 28-11-2015 06:10 AM | 显示全部楼层
本帖最后由 icy97 于 29-11-2015 06:09 PM 编辑

睦兴旺获1亿Ophir合约 建造井口平台工程

财经新闻 财经  2015-11-29 11:06
(吉隆坡28日讯)睦兴旺(MUHIBAH,5703,主板建筑股)获颁Ophir发展项目井口平台的工程合约,合约总值介于9300万令吉至1亿令吉。

根据文告,该公司获Ophir Production私人有限公司颁发该项合约,主要为Ophir发展项目井口平台,提供工程、采购、建筑、安装和测试服务。

另一方面,睦兴旺截止9月30日第三季,净利按年上扬13.27%,至2296万令吉,较去年同期的2027万令吉高。

营业额则按年升4.66%,从3亿7610万令吉增至3亿9361万7000令吉。

业绩报捷

该公司的业绩报捷,归功于子公司辉高(FAVCO,7229,主板工业产品股)的营运效率和外汇收益,加上持股的柬埔寨机场表现,受到乘客量增加和美元升值的带动走强。

累积首9个月,净利年增6.76%,至6550万8000令吉;不过营业额则走跌5.58%,报11亿6716万5000令吉。

睦兴旺指出,早前公司和印度VA TechWabag有限公司组成的财团,获国家石油公司(Petronas)颁发边佳兰炼油与石油化工综合发展(RAPID)近10亿令吉的污水处理厂建筑合约。

再者,公司的建筑业务,成功从海事、基建和油气领域取得不同的合约,目前公司手握共21亿5000万令吉的订单。【南洋网财经】


Type
Announcement
Subject
OTHERS
Description
MUHIBBAH ENGINEERING (M) BHD ("MUHIBBAH" OR "THE COMPANY") ACCEPTANCE OF AWARD OF CONTRACT FOR THE PROVISION OF ENGINEERING, PROCUREMENT, CONSTRUCTION, INSTALLATION AND COMMISSIONING OF WELLHEAD PLATFORM FOR OPHIR DEVELOPMENT PROJECT
INTRODUCTION
The Board of Directors (“the Board”) of Muhibbah is pleased to announce that the Company has accepted an award of contract by Ophir Production Sdn Bhd (“Ophir Production”) for the Provision of Engineering, Procurement, Construction, Installation and Commissioning of Wellhead Platform for Ophir Development Project for a total contract value ranges between RM93 million to RM100 million  (“the Contract”).

Ophir Production is a joint venture company between Octanex Pte. Ltd. (“Octanex”), a wholly owned-subsidiary of Octanex NL, a public listed company in Australia, Scomi D&P Sdn. Bhd. (“Scomi”), a wholly owned subsidiary of Scomi Energy Services Bhd and VESTIGO Petroleum Sdn. Bhd. (“Vestigo”), a wholly owned subsidiary of PETRONAS Carigali Sdn. Bhd. Octanex holds 50% interest in Ophir Production with Scomi 30% and Vestigo 20%.

PETRONAS has awarded Ophir Production a Small Field Risk Service Contract (“SFRSC”) for the development and production of petroleum from the Ophir oilfield, located offshore Peninsular Malaysia.

DURATION OF CONTRACT
The Contract will commence in November 2015 for a period of 14 months to final hook-up and commissioning offshore.

FINANCIAL EFFECTS
The Contract is expected to contribute positively to the earnings and net assets of Muhibbah Group for the current and future financial years.
The Contract does not have any impact on the share capital and/or shareholding structure of Muhibbah.

DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS
None of the Directors and/or major shareholders and persons connected to the Directors and/or major shareholders have any interest, direct or indirect, in the Contract.

DIRECTORS' STATEMENT
The Board, after considering all the relevant factors, is of the opinion that the acceptance of the Contract is in the best interest of Muhibbah Group.

This announcement is dated 27 November 2015.


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发表于 29-11-2015 06:07 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2015
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2015
30 Sep 2014
30 Sep 2015
30 Sep 2014
$$'000
$$'000
$$'000
$$'000
1Revenue
393,617
376,100
1,167,165
1,236,192
2Profit/(loss) before tax
50,396
27,929
127,305
103,475
3Profit/(loss) for the period
39,268
27,591
97,380
80,006
4Profit/(loss) attributable to ordinary equity holders of the parent
22,960
20,270
65,508
61,360
5Basic earnings/(loss) per share (Subunit)
4.63
4.78
14.43
14.52
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 ($$)
1.7200
1.5000

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发表于 2-12-2015 04:43 AM | 显示全部楼层
睦兴旺 子公司业务劲增

财经 股市 行家论股  2015-12-01 12:19

目标价:2.90令吉

最新进展
睦兴旺(MUHIBAH,5703,主板建筑股)截至9月30日第三季,净利年增13.27%至2296万令吉,营业额也年升4.66%至3亿9361万7000令吉。

累积首9个月,净利年增6.76%至6550万8000令吉;但营业额则走跌5.58%,报11亿6716万5000令吉。

另外,公司也获颁Ophir井口平台工程合约,总值介于9300万令吉至1亿令吉。

行家建议
若包含高达9200万令吉的汇兑盈利,首9个月净利高达1.47亿令吉,剔除汇兑因素后,净利仍符合我们及市场预测。

业绩报捷归功于子公司辉高(FAVCO,7229,主板工业产品股)起重机业务强劲增长,柬埔寨机场业务,也受到乘客量增加和美元升值的带动走强。

至于基建业务,早前的忧虑是订单缺乏,随着获得Ophir合约后,使未完成订单推高至16亿令吉。

新订单流量健康,但赢得订单的时间则难以预测,或导致盈利下滑。



分析:安联星展研究

【南洋网财经】
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发表于 2-12-2015 07:04 PM | 显示全部楼层
本帖最后由 icy97 于 3-12-2015 02:53 AM 编辑

睦兴旺获3亿国油合约

财经新闻 财经  2015-12-02 10:55
(吉隆坡1日讯)睦兴旺(MUHIBAH,5703,主板建筑股)获国家石油公司(Petronas),颁发总值约3亿令吉的合约。

国油是通过子公司国油炼油和石化私人有限公司,颁发该项合约。

根据合约,睦兴旺将为国油边佳兰炼油与石油化工综合发展(RAPID)计划的临时行政中心和临时管理办公室设备,提供工程、采购、建筑和测试(EPCC)服务。

该项工程估计可在明年杪完成。【南洋网财经】

Type
Announcement
Subject
OTHERS
Description
MUHIBBAH ENGINEERING (M) BHD ("MUHIBBAH" OR "THE COMPANY") CONTRACT AWARDPACKAGE 20A-3: ENGINEERING, PROCUREMENT, CONSTRUCTION AND COMMISSIONING ("EPCC") FOR PETRONAS RAPID TEMPORARY EXECUTIVE VILLAGE ("RTEV") AND PETRONAS RAPID TEMPORARY MANAGEMENT OFFICE ("RTMO") FACILITIES FOR PETRONAS REFINERY AND PETROCHEMICAL INTEGRATED DEVELOPMENT PROJECT ("RAPID") IN PENGERANG, JOHOR DARUL TAKZIM
INTRODUCTION
The Board of Directors (“the Board”) of Muhibbah is pleased to announce that PETRONAS Refinery and Petrochemical Corporation Sdn. Bhd., a subsidiary under the Petroliam Nasional Berhad (“PETRONAS”) group, has awarded a contract for PACKAGE 20A-3: ENGINEERING, PROCUREMENT, CONSTRUCTION AND COMMISSIONING (“EPCC”) FOR PETRONAS RAPID TEMPORARY EXECUTIVE VILLAGE (“RTEV”) ANDPETRONAS RAPID TEMPORARY MANAGEMENT OFFICE (“RTMO”) FACILITIES FOR  PETRONASREFINERY AND PETROCHEMICAL INTEGRATED DEVELOPMENT PROJECT (“RAPID”) IN PENGERANG, JOHOR DARUL TAKZIM to the Company on 25 November 2015, which was acknowledged by the Company on 30 November 2015 for a total contract price of approximately RM300.0 million (“the Contract”).

DURATION OF CONTRACT
The construction is scheduled to commence immediately and is expected to be completed by end November 2016.

FINANCIAL EFFECTS
The Contract is expected to contribute positively to the earnings and net assets of Muhibbah Group for the current and future financial years.
The Contract does not have any impact on the share capital and/or shareholding structure of Muhibbah.

DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS
None of the Directors and/or major shareholders and persons connected to the Directors and/or major shareholders have any interest, direct or indirect, in the Contract.
   
DIRECTORS' STATEMENT
The Board, after considering all the relevant factors, is of the opinion that the award of the Contract is in the best interest of Muhibbah Group.

This announcement is dated 1 December 2015.

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发表于 3-12-2015 03:43 PM | 显示全部楼层
本帖最后由 icy97 于 3-12-2015 10:32 PM 编辑

新合约提振盈利 睦兴旺前景正面

财经  2015年12月02日
(吉隆坡2日讯)针对睦兴旺工程(MUHIBAH,5703,主板建筑股)获得总值3亿令吉的柔佛边佳兰石油提炼和石化综合发展(RAPID)配套合约,分析员感到正面,因为这將使该公司的未完成订单总值从25亿令吉,提高至28亿令吉,为公司带来至少两年的盈利能见度。

贏得新合约的消息也带动睦兴旺工程的股价在今天走高,盘中交易触及2.35令吉全天最高价位,涨13仙或5.86%;之后,该股稍微收窄涨幅,以2.28令吉闭市,全天起6仙或2.70%,成交量高达206万3800股,高于昨天的47万4800股。

睦兴旺工程昨天发文告宣布,获得国家石油旗下独资子公司--国油提炼及石化企业私人有限公司,颁发RAPID的一项配套合约,总值3亿令吉。

上述合约主要是负责临时执行村及管理办公室的工程、採购、建筑及安装合约(EPCC),预计將在明年11月杪完成。

肯纳格研究分析员指出,这是睦兴旺工程贏得的第4项RAPID项目,此新合约將其年初至今贏得的新合约总值推高至12亿令吉(之前为9亿1000万令吉),比该分析员预测的总值8亿令吉,高出51%。

「若保守估计税前赚幅为7%,上述合约將对睦兴旺工程的2016財政年净利贡献1580万令吉。」

有鉴于此,该分析员將睦兴旺工程2016財政年的净利预测上修4%,至9290万令吉。

展望未来,分析员认为,该项新合约將推高其目前的合约订单总值,从25亿令吉,增至28亿令吉,能够为该公司提供最少两年的盈利能见度。

「该公司持续贏得RAPID项目,使我们相信它將在2016年继续竞標更多的RAPID项目。」

综合上述因素,分析员维持该股「超越大市」投资评级,目標价则从2.72令吉,上修至2.79令吉。[东方网财经]


睦兴旺 新合约料赚1580万
财经 股市 行家论股  2015-12-03 11:41
http://www.nanyang.com/node/737108?tid=462
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发表于 9-1-2016 03:47 AM | 显示全部楼层
本帖最后由 icy97 于 10-1-2016 03:39 PM 编辑

6潜在因素加持 睦兴旺添魅力

财经  2016年01月08日
(吉隆坡8日讯)由于预期未来数个月会有6大潜在因素加持,分析员认为,与建筑同业相比,睦兴旺工程(MUHIBAH,5703,主板建筑股)的估值处在被低估水平,因此重申该股「增持」投资评级。

联昌国际投行分析员指出,与2015年高峰时期相比,睦兴旺工程的股价下跌了15%。

他相信,在未来几个月內有利好因素可提升该股的表现,即:一、基建领域持续有正面的消息;二、边佳兰炼油及石化综合发展计划(RAPID)的工程颁发復甦;三、其他基建工程如铁路、高速公路及港口合约將陆续颁发;四、基建业务的赚幅將扩张;五、以美元计价的柬埔寨机场特许权將提振公司盈利成长;六、目前仅10%的外资持股率持將提升。

该分析员表示,在他所追踪的建筑股当中,睦兴旺工程最能从油气下游基建领域、海事及港口工程中受惠。而该股2016至2017財政年的本益比为8至9倍,是相当吸引的水平,因较建筑领域平均本益比13至15倍本益比,低28至35%。

2016丰收年

睦兴旺工程管理层向分析员透露,2016年將是该公司基建业务的另一个丰收年。

该公司在2015年贏得的合约总值为11亿令吉,远超联昌国际投行和市场预测的5亿和8亿令吉。

展望2016年,分析员称,该公司潜在贏取的合约总值料超过去年,原因是正在竞標的合约总值高达60亿令吉,比去年高出50%。

该公司所竞標的合约皆是国內工程,而且专注在下游炼油厂及石油相关的基建活动。

他补充,上述60亿竞標总值中的50%是下游油气及港口项目,大部份是RAPID的合约,另外30亿令吉则为非油气领域。

「假设中標率是20%,意味著该公司在2016年將贏得总值12亿令吉的合约工程,將高于我们预期的8亿令吉。」

另一方面,分析员指出,隨著国家石油將资本支出从上游转向下游的趋势,將为本地承包商提供许多机会。

睦兴旺工程將成为该趋势的潜在受益者之一,特別是从RAPID计划受惠。

此外,RAPID將合约內容转向石油化工相关工程,分析员说,「与其他建筑商相比,相信睦兴旺工程处在领先的优势。」

与此同时,分析员表示,目前油价下跌,意味著在发展及建筑下游设施上所需的成本更低,工程、採购、建筑及安装(EPCC)承包商將因此受益。

因此,分析员表示看好该公司发展,并维持目標价3.22令吉,以及「增持」投资评级。【东方网财经】


竞标60亿工程 睦兴旺今年订单展望看俏
财经新闻 财经  2016-01-10 11:37
http://www.nanyang.com/node/743229?tid=462
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发表于 26-2-2016 06:07 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
MUHIBBAH ENGINEERING (M) BHD ("MUHIBBAH" OR "THE COMPANY") ACCEPTANCE OF AWARD FOR THE EXTENSION OF 11 STOREYS NEW OFFICE BUILDING COMPLETE WITH 3 ½ FLOOR SUB-BASEMENT CAR PARK AT KOTA KINABALU, SABAH PETRONAS CARIGALI SDN. BHD.
INTRODUCTION
The Board of Directors (“the Board”) of Muhibbah is pleased to announce that a consortium of Muhibbah and K.K. Dinamik Sdn. Bhd. (“MEB-KKD Consortium”), of which Muhibbah has 70% interest, has on 25th February 2016 accepted and acknowledged the award from PETRONAS Carigali Sdn. Bhd. (“PETRONAS CARIGALI”), a wholly owned subsidiary of Petroliam Nasional Berhad (“PETRONAS”) group to undertake the extension of 11 storeys new office building complete with 3 ½ floor sub-basement car park at Kota Kinabalu, Sabah for a total contract price RM136.9 million, exclusive of  Goods and Services Tax (“The Contract”).

DURATION OF CONTRACT
The construction is scheduled to commence on 1st March 2016 on a contract duration of 30 months.

FINANCIAL EFFECTS
The Contract is expected to contribute positively to the earnings and net assets of Muhibbah Group for the current and future financial years.
The Contract does not have any impact on the share capital and/or shareholding structure of Muhibbah.

DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS
None of the Directors and/or major shareholders and persons connected to the Directors and/or major shareholders have any interest, direct or indirect, in the Contract.
   
DIRECTORS' STATEMENT
The Board, after considering all the relevant factors, is of the opinion that the award of the Contract is in the best interest of Muhibbah Group.

This announcement is dated 25th February 2016

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发表于 27-2-2016 04:22 AM | 显示全部楼层
本帖最后由 icy97 于 28-2-2016 04:40 AM 编辑

睦興旺工程 獲9200萬造船合約
  
2016年2月26日
(吉隆坡26日訊)睦興旺工程(MUHIBAH,5703,主要板建築)接獲交通部一項總值9200萬令吉的合約,製造一艘多功能船隻。

該公司向馬證交所報備指出,造船子公司睦興旺海事工程私人有限公司(Muhibbah Marine Engineering Sdn Bhd)將為是項合約,為大馬海事部設計、興建、測試及執行一艘85米長的多功能船隻。

該艘多功能船隻必需在2017年第3季度完成送抵。

根據報備文件,是項包含消費稅總值9200萬令吉的合約預計可貢獻睦興旺工程本財年及未來財年的收益。【中国报财经】

Type
Announcement
Subject
OTHERS
Description
MUHIBBAH ENGINEERING (M) BHD ("MUHIBBAH" OR "THE COMPANY") ACCEPTANCE OF AWARD FROM THE MINISTRY OF TRANSPORT, MALAYSIA FOR THE DESIGN, CONSTRUCTION, TESTING AND COMMISSIONING OF ONE (1) UNIT 85 METRES BUOY TENDER/MULTI-PURPOSE VESSEL FOR THE MALAYSIAN MARINE DEPARTMENT FOR A CONTRACT VALUE OF RM92 MILLION
INTRODUCTION
The Board of Directors (“the Board”) of Muhibbah Engineering (M) Bhd is pleased to announce that its wholly-owned shipyard subsidiary, Muhibbah Marine Engineering Sdn Bhd, has accepted the letter of award from the Ministry of Transport, Malaysia for the Design, Construction, Testing and Commissioning of one (1) unit 85 metres Buoy Tender/Multi-Purpose Vessel for the Malaysian Marine Department for a contract value of approximately RM92 million, inclusive of  Goods and Services Tax (“The Contract”).

DURATION OF THE CONTRACT
The vessel is scheduled for delivery by 3rd quarter 2017.

FINANCIAL EFFECTS
The Contract is expected to contribute positively to the earnings and net assets of Muhibbah Group for the current and future financial years.
The Contract does not have any impact on the share capital and/or shareholding structure of Muhibbah.

DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS
None of the Directors and/or major shareholders and persons connected to the Directors and/or major shareholders have any interest, direct or indirect, in the Contract.

DIRECTORS' STATEMENT
The Board, after considering all the relevant factors, is of the opinion that the award of the Contract is in the best interest of Muhibbah Group.

This announcement is dated 26 February 2016.


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发表于 1-3-2016 11:40 PM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
MUHIBBAH ENGINEERING (M) BHD ("MEB" or "the Company")- Proposed First and Final Dividend
The Board of Directors of MEB is pleased to recommend a first and final tax exempt dividend of 10% (5.00 sen) per ordinary share of RM0.50 each in respect of the financial year ended 31 December 2015. The declaration of the first and final tax exempt dividend is subject to the approval of the Company's shareholders at the forthcoming Annual General Meeting of the Company.

The dividend entitlement and payment dates will be determined by the Board of Directors at a later date.

This announcement is dated 29 February 2016.

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