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发表于 25-5-2009 09:45 PM
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发表于 25-5-2009 09:49 PM
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发表于 26-5-2009 09:48 AM
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发表于 26-5-2009 11:44 AM
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WCT upgraded to trading buy
KUALA LUMPUR: OSK Investment Research has upgraded WCT Bhd to a trading buy at RM2.14 with a target price of RM2.70 and said a slew of positive news is likely to swing WCT's way.
In a research note issued on May 25, it said the positive news could be in the form of two letters of intent valued at RM500 million, a proposed large-scale job worth more than RM1 billion, possible participation in the LCCT and additional contracts for Kota Kinabalu International Airport (KKIA) and New Doha International Airport (NDIA).
"In light of this, we think a further re-rating on WCT is likely. Upgrade to trading buy, at a target price of RM2.70," it said.
The research house said works on the Abu Dhabi F1 track has accelerated as the entire core structure is completed. Bulk of the remaining works (mainly specialist works) would now be executed by nominated subcontractors, and an official deadline for the job has been set at Aug 31, 2009, in time for the maiden race in November this year.
"Management said the value of the entire job has now been raised to AED3.6 billion (about RM3.5 billion) from AED3.3bn to account for additional works (WCT has a 50% share in the job)," it said.
OSK Research also said WCT could potentially participate in the new LCCT. It came to understand that the consultants appointed by Malaysian Airports were working on the LCCT design.
The job was likely to be awarded via open tender and it reckoned WCT stood a good chance, given its experience with the KLIA and ongoing Kota Kinabalu Airport (KKIA) and New Doha International Airport (NDIA). There is also a strong possibility that the latter two airports could see their contract value increased as additional works may be implemented,it said.
On the company's property segment, the research house said WCT had not any new launches in the past three quarters and expected this to be minimal in the rest of FY09.
"Holding back on launches is less of a concern given WCT's low holding cost and limited land going forward. We are guided that sales have picked up in the recent months, averaging RM2.5 million per week, up from RM500,000 to RM1 millionin 1Q 2009. Its unrecognised sales stands at RM116 million," it said.
OSK Research raised its FY09 earnings forecast by 6.2% following WCT's better-than-expected 1Q FY09 results (up 20% above expectations).
The research house that no further changes were being made to its estimates at this juncture. It was also assuming RM1 billion worth of jobs for FY09 and RM1.5 billion for FY10 and FY11.
"We think more positive news flows are likely to come WCT's way via the materialising of two letters of intent, the possibility of a more than RM1 billion job, its potential participation in the LCCT and higher contract value for KKIA and NDIA. We think investors will continue to re-rate WCT upwards and value the company based on more bullish parameters," it said. |
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发表于 26-5-2009 11:52 AM
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OSK分析员的话想好好才听。。。。
另外想问问各位,MRCB n Mulpha 可以长期投资吗?
最近利好不断,我想持票几个月。。。。 |
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发表于 26-5-2009 11:53 AM
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WCT may be close to winning big project
WCT Bhd, a Malaysian construction company, may be close to winning a “major” multibillion ringgit infrastructure project in Sabah, Maybank Investment Bank Bhd said in a report today.
The company has been awarded a so-called letter of intent for the contract, which may be related to the water industry, and when the order is official, it may double WCT’s RM2.2 billion (US$633 million) orderbook, Chu Wei Fen, an analyst at Maybank in Kuala Lumpur, said in the report. - Bloomberg |
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发表于 26-5-2009 11:59 AM
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发表于 26-5-2009 01:17 PM
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原帖由 鸟神~ 于 26-5-2009 11:53 AM 发表
WCT Bhd, a Malaysian construction company, may be close to winning a “major” multibillion ringgit infrastructure project in Sabah, Maybank Investment Bank Bhd said in a report today.
The company ...
这么多好消息,快点买。 |
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发表于 26-5-2009 04:25 PM
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发表于 26-5-2009 05:23 PM
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有气无力。
看了都没力。 |
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发表于 26-5-2009 05:25 PM
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有气无力。
看了都没力。 |
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发表于 26-5-2009 06:57 PM
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会不会在有气无力的时候更是很好的进场机会?
记得不久前 wct 在 1.80 左右横摆,“有气无力”了一阵子。。。 |
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发表于 26-5-2009 08:13 PM
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发表于 26-5-2009 08:30 PM
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这里等一下又剩下我在自言自语咯。 |
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发表于 26-5-2009 09:10 PM
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今天报纸统统都看好建筑股,很害怕是大户要出货。。。
各位怎么看? |
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发表于 26-5-2009 09:13 PM
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各位,今天的报纸建筑股一片看好,可是却下跌。
我很害怕是大户要出货。。。你们怎么看? |
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发表于 26-5-2009 10:34 PM
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原帖由 kiasuma 于 26-5-2009 04:25 PM 发表
这只股会爆升吗?有这么多好消息。
已经爆过了,现在是等第二爆。 |
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发表于 26-5-2009 10:39 PM
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发表于 26-5-2009 10:43 PM
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原帖由 feilong 于 26-5-2009 09:13 PM 发表
各位,今天的报纸建筑股一片看好,可是却下跌。
我很害怕是大户要出货。。。你们怎么看?
不用紧,做长期投资。我在放它六个月,不相信它不会上到RM2.5
假如你是短期投资,建议你明天给它卖了,那就不用担心了。 |
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发表于 26-5-2009 10:46 PM
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