【GKENT 3204 交流专区】乔治肯特

icy97

乔治肯特
竞标东盟铁路工程

2016年9月2日
（吉隆坡1日讯）乔治肯特（GKENT，3204，主板贸服股）披露，目前正投标东南亚铁道兴建工程，以扩展区域铁路业务。

主席丹斯里陈溪福今天在股东特别大会上对记者表示，公司有信心标得该工程。

他表示：“这次参与投标该工程的公司，与早前参与投标捷运（MRT）工程公司相似。”

“除了铁道工程外，我们也正与几家公司洽谈联营的可能性。”

在赢得本地的铁道工程后，陈溪福表示，公司欲往海外发展该业务。

另外，有关欧洲铁道业务的扩展计划，陈溪福指协商仍处于初步阶段。

乔治肯特在获得10亿令吉捷运工程合约后，现有的订单共60亿令吉，估计能支撑公司业务表现至2022年。

该公司是安邦轻快铁延长线工程的工作承包商，范围包括工程设计、采购以及轨道施工。【e南洋】

icy97

EX-date	19 Sep 2016
Entitlement date	21 Sep 2016
Entitlement time	05:00 PM
Entitlement subject	Bonus Issue
Entitlement description	Bonus issue of 75,102,542 new ordinary shares of RM0.50 each in George Kent (Malaysia) Berhad ("GKM") ("Bonus Share(s)") to be credited as fully paid-up on the basis of one (1) Bonus Share for every four (4) existing GKM Shares held on 5.00 p.m. on 21 September 2016 ("Entitlement Date")
Period of interest payment	to
Financial Year End	31 Jan 2017
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	JOHAN MANAGEMENT SERVICES SDN BHD11th Floor, Wisma E&C, No. 2Lorong Dungun KiriDamansara Heights50490Kuala LumpurTel:0320921858Fax:0320922812
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	21 Sep 2016
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Ratio
Ratio	1 : 4
Rights Issue/Offer Price
Par Value	Malaysian Ringgit (MYR) 0.500

哭哭鸟

喬治肯特盈利預測獲上調
2016年9月07日
http://www.chinapress.com.my/20160907/%E7%9B%88利預測獲上調-喬治肯特全日大漲16仙/

（吉隆坡7日訊）喬治肯特（GKENT，3204，主要板貿服）近期獲第2捷運近5億令吉鐵軌工程，大幅超越豐隆投銀研究2016財年3億5000萬令吉目標，該行認為之前對其盈利預測過于保守，分別上調2018和2019財年盈利預測。

喬治肯特與中國交通建設股份有限公司（CCCC）于8月24日獲捷運公司（MRT）雙溪毛糯─沙登─布城（SSP）路線工程，價值10億1000萬令吉；喬治肯特在其中持股49%，該公司手持訂單因這項捷運工程進一步增加至55億令吉。

訂單是營業額13.5倍

該行指出，這相等于該公司2015財年建築營業額的13.5倍，稱此“爆炸性覆蓋比”更是他們所關注的同業里面所得最高的。

“歸因于第2捷運工程合約，我們將2017財年新訂單額從3億5000萬令吉上調至8億4000萬令吉。在第3輕快鐵（LRT3）正式推介后，我們決定取消工程交付合作夥伴（PDP）費用的50%（估值）折價。整體來說，2018和2019財年盈利預測分別上調30%和27%。”

豐隆投銀研究預期，次季財報強勁表現或成為喬治肯特股價短期催化劑；該行目標價上調至4.01令吉，維持“買進”評級。

icy97

乔治肯特次季净利飙142% 派息3仙
By Ahmad Naqib Idris  / theedgemarkets.com   | September 27, 2016 : 6:57 PM MYT

（吉隆坡27日讯）乔治肯特（George Kent (M) Bhd）2017财政年次季净利飙涨142%至2051万令吉，或每股5.5仙，同期仅净赚847万令吉，或每股2.3仙。

2017财年次季（截至2016年7月31日止）营业额也劲扬44%至1亿6477万令吉，同期报1亿1466万令吉。

同时，该集团也宣布，派发每股3仙的单层股息。

乔治肯特表示，净利飙升主要来自工程及计量业务较高的盈利贡献。

由于正在进行的建筑项目进度企稳，导致该集团的工程业务净利涨幅多达120%，而计量业务的净利也走高24%。

综合上半年的业绩表现，乔治肯特的净利翻了近一倍至3552万令吉，同期净赚1834万令吉；营业额也从同期的1亿7369万令吉，劲扬66%至2亿8773万令吉。

乔治肯特主席丹斯里陈溪福表示，该集团有望2017财年将再创佳绩。

“我们又再一次交出上半年业绩的漂亮成绩单。我们将继续努力完成我们手头上的项目，并进一步提升我们作为铁路建设和水表计量方案专家的声望。”

“我们将继续提高我们的订单，如今手持的订单将继续推动集团未来的盈利增长。”

（编译：倪嫣鴽）

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jul 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jul 2016	31 Jul 2015	31 Jul 2016	31 Jul 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	164,768	114,661	287,732	173,687
2	Profit/(loss) before tax	26,378	13,033	46,663	26,201
3	Profit/(loss) for the period	20,513	8,473	35,520	18,342
4	Profit/(loss) attributable to ordinary equity holders of the parent	20,513	8,473	35,520	18,342
5	Basic earnings/(loss) per share (Subunit)	5.50	2.30	9.50	4.90
6	Proposed/Declared dividend per share (Subunit)	3.00	2.00	3.00	2.00
		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 ($$)	0.9151		0.8574

icy97

EX-date	12 Oct 2016
Entitlement date	14 Oct 2016
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim Single-tier dividend of 3.0 sen per ordinary share of RM0.50 each
Period of interest payment	to
Financial Year End	31 Jan 2017
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	JOHAN MANAGEMENT SERVICES SDN BHD11th Floor, Wisma E&C, No. 2Lorong Dungun KiriDamansara Heights50490Kuala LumpurTel:0320921858Fax:0320922812
Payment date	10 Nov 2016
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	14 Oct 2016
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.03
Par Value	Malaysian Ringgit (MYR) 0.500

哭哭鸟

乔治肯特
54亿订单写新高
2016年9月29日
http://www.enanyang.my/news/20160929/乔治肯特br-54亿订单写新高/

分析：丰隆投行
目标价：3.25令吉

最新进展：

工程和水表业务贡献增加，乔治肯特（GKENT，3204，主板贸服股）截至7月31日次季，净利按年大涨1.42倍，并宣布派息3仙。

该公司次季净赚2051万3000令吉；同期营业额则按年涨43.7%，至1亿6476万8000令吉。

累积首半年，净利按年飙升93.65%至3552万令吉；营业额也按年涨65.66%，至2亿8773万2000令吉。

行家建议：

今年迄今，乔治肯特共获4亿9400万令吉合约，包括捷运第二路线（MRT 2）铁路工程。

至于近期潜在的合约，则料是近期接获意向书的布城医院项目，总值3亿至3.5亿令吉，估计年杪正式获颁。

目前，公司订单企于54亿令吉历史新高，相等于是2016财年建筑营业额的13.2倍。

另外，上半年的水表业务盈利稳定，因营业额增加抵消了萎缩的赚幅。此业务的潜在催化剂包括在马六甲和雪兰莪赢得水表供应的竞标。

虽然上半年的业绩超越预期，但我们选择谨慎观望，并维持财测不变，因为轻快铁延长线的工程完成后，或导致下半年的工程赚幅滑落。



【e南洋】

icy97

业绩亮眼．工程赚幅扬．乔治肯特财测上调18%

（吉隆坡6日讯）乔治肯特（GKENT,3204,主板贸服组）业绩亮眼及建筑工程业务赚幅升高，分析员上调其2017财政年财测，预期其潜在重估价值催化因素主要来自轻快铁第三线路逾90亿令吉的建筑工程订单，根据工程执行伙伴的6%收费，料有助进一步推高其盈利表现。

肯纳格研究指出，随最新业绩表现超越预测，该行将其2017财政年净利预测上调18%至7470万令吉，主要反映工程赚幅从12%上调至15%，惟2018年净利预测则保持不变至1亿零50万令吉。

在上调其净利预测及完成4送1比例派发红股计划后，该行将其合理价从2令吉17仙上调至2令吉80仙，并给予“短线买进”评级，这是基于采取新综合价值估值所得，包括将其建筑业务之前保守估值，即2017年财政年预测本益比，从之前的10倍上调至12倍，与同业平均一致。

该公司截至2017年财政年首半年业绩表现超越市场预测，核心净利3550万令吉占该行全年预测的56%，主要是其工程业务赚幅超越预测。

该行认为，上述估值上调合理，因乔治肯特强劲的净现金状况、其2017年首半年的建筑业务赚幅达到18%（比较同业平均12%至17%之间）。不过，该公司的尚存合约订单仅为11亿令吉，比同业平均的16亿令吉至29亿令吉来得低。

竞标7亿医院工程成功率高

该行指出，该公司正在竞标2项总值7亿令吉的医院工程计划，成功率颇高，因自2009年以来在医药保健领域的记录良好，惟目前该行暂时不把它列入2017年新工程合约预测内，维持在7亿令吉水平。

目前该公司手握11亿令吉合约，足以忙上两年。

文章来源：
星洲日报／财经‧ 报道：李文龙‧ 2016.10.06

哭哭鸟

乔治肯特获2.77亿合约

2016年11月2日
（蒲种1日讯）乔治肯特（GKENT，3204，主板贸服股）获公共工程局（JKR）颁发价值2亿7720万令吉得标书，在雪兰莪丹绒加弄（Tanjung Karang）建筑拥有150个床位的医院。

该公司发表文告，该医院占地17英亩，面向丹绒加弄和瓜拉雪兰莪的主要大路。

根据文告，工程包括设计和建筑拥有150个床位的病房大楼、30间实习医生宿舍、24间F及G级宿舍、托儿所、手术室等其他医药设施。

乔治肯特预计上述建筑合约会耗时48个月，并在2020年11月前完成。

该公司指，最新合约增加了现有特别项目的订单，并与集团积极投标工程建设计划的策略一致。

丹绒加弄医院是乔治肯特为卫生部以承包（turnkey）方式建筑的第3间医院。

目前，乔治肯特已完成彭亨州瓜拉立卑（Kuala Lipis）医院的第一阶段工程，正进行第二阶段。

乔治肯特预计，丹绒加弄合约在合约期限内会对集团收入有正面的贡献。【e南洋】

Type	Announcement
Subject	OTHERS
Description	AWARD OF CONTRACT  - DESIGN AND BUILD A 150-BED HOSPITAL IN TANJUNG KARANG, SELANGOR DARUL EHSAN
The Board of Directors of George Kent (Malaysia) Berhad (“George Kent”) is pleased to announce that it has received a Letter of Award dated 31 October 2016 from Jabatan Kerja Raya Malaysia  accepting George Kent’s tender to design and build a 150-bed Hospital in Tanjung Karang, Selangor Darul Ehsan, for a contract sum of RM277,190,000, including  6% GST (Ringgit Malaysia Two Hundred Seventy Seven Million One Hundred Ninety Thousand only) (the “Contract”). The Hospital is to be constructed at a 17 acres site facing the main trunk road between Tanjung Karang and Kuala Selangor, Selangor. The scope of works include the design and build of a 150-bed Medical and Ward block, 30 Units of Houseman’s quarters, 24 Units of Class “F” and “G” Quarters, a 50-pax Child Nursery Centre, an Engineering Block, a Cafeteria and a visitor gallery, 2 fully equipped operating theatre (OT) amongst other medical facilities and equipment. This Contract is to commence on 24 November 2016 and to be completed over a period of 48 months ie by 24 November 2020. This Contract is not expected to have significant effect to the Group’s earnings for the financial year ending 31 January 2017, but is expected to contribute positively to the future earnings of the Group over the duration of the contract period. None of the Directors or substantial shareholders of George Kent, or persons connected with them, has any interest, direct or indirect, in the abovementioned Works Contract. This announcement is dated 1 November 2016

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5248561

Attachments Press Release-GKENT Hospital Tanjung Karang-01.11.2016.pdf

icy97

乔治肯特
新合约料超预测

2016年11月3日

分析：丰隆投行
目标价：3.25令吉

最新进展

乔治肯特（GKENT，3204，主板贸服股）获公共工程局（JKR）颁发价值2亿7720万令吉得标书，在雪兰莪丹绒加弄（Tanjung Karang）建筑拥有150个床位的医院。

根据文告，工程包括设计和建筑拥有150个床位的病房大楼、30间实习医生宿舍、24间F及G级宿舍、托儿所、手术室等其他医药设施。

乔治肯特预计，上述建筑合约会耗时48个月，并在2020年11月前完成。

行家建议

乔治肯特管理层日前表示正竞标2个医院项目，想不到能这么快落实，包括新合约，公司年初迄今共赢得7.71亿令吉的工程。

目前手上的订单总值达57亿令吉，相等于2016财年建筑业务营业额的13.9倍，是全行最高水平。

我们不排除公司在今年内，会赢得更多合约。据悉，公司正竞标布城总值3亿至3.5亿令吉的医院建筑合约，并有望在年底前落实。

公司7.71亿令吉的工程合约，符合我们2017财年的目标，因此维持净利预测。

倘若获得布城医院项目，就有可能超越我们对2017财年新增订单的预测。

维持公司“买入”评级及3.25令吉的目标价。



【e南洋】


或失清真股地位．持57亿合约．乔治肯特财测上修
2016-11-08 16:49
http://www.sinchew.com.my/node/1584914/

哭哭鸟

第三季净利飙97%
乔治肯特派息2仙

2016年12月6日
（吉隆坡5日讯）工程和水表业务贡献增加，乔治肯特（GKENT，3204，主板贸服股）截至10月底第三季，净利按年大涨97%，至2374万2000令吉或每股净利6.3仙，另宣布派息每股2仙。

该季营业额也从前去年同季9693万6000令吉，上涨26%至1亿2209万2000令吉。

3季赚5926万

累计9个月，净利同样亮眼，年增95%至5926万2000令吉；营业额录得4亿982万4000令吉，按年升51.4%。

第三季，工程业务营业额和盈利分别按年涨21.2%和1.96倍，报8963万8000令吉，和2546万2000令吉。

水表业务营业额和盈利，为3245万4000令吉和729万6000令吉，分别年增41.3%和11.9%。

乔治肯特今日发表文告，目前未完成订单额总值59亿令吉。

另外，该公司也与中国交通建设股份有限公司（CCCC）的联营公司，和捷运机构（MRT Corp）及马矿业-金务大KVMRT联营公司签署协议。

今年8月，捷运机构将总值10亿1000万令吉的双溪毛糯-沙登-布城路线（Sungai Buloh-Serdang-Putrajaya，简称SSP）工程，颁给CCCC与乔治肯特的联营公司。 【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION 31 Oct 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Oct 2016	31 Oct 2015	31 Oct 2016	31 Oct 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	122,092	96,936	409,824	270,623
2	Profit/(loss) before tax	29,556	16,709	76,219	42,910
3	Profit/(loss) for the period	23,742	12,072	59,262	30,414
4	Profit/(loss) attributable to ordinary equity holders of the parent	23,742	12,072	59,262	30,414
5	Basic earnings/(loss) per share (Subunit)	6.30	3.20	15.80	8.10
6	Proposed/Declared dividend per share (Subunit)	2.00	1.50	5.00	3.50
		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 ($$)	0.9539		0.8574

icy97

EX-date	19 Dec 2016
Entitlement date	21 Dec 2016
Entitlement time	05:00 PM
Entitlement subject	Second interim dividend
Entitlement description	Second interim dividend of 2.0 sen per ordinary share of RM0.50 each
Period of interest payment	to
Financial Year End	31 Jan 2017
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	JOHAN MANAGEMENT SERVICES SDN BHD11th Floor, Wisma E&C, No. 2Lorong Dungun KiriDamansara Heights50490Kuala LumpurTel:0320921858Fax:0320922812
Payment date	13 Jan 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	21 Dec 2016
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.02
Par Value	Malaysian Ringgit (MYR) 0.500

icy97

乔治肯特
赚幅提高财测上调

2016年12月7日

分析：丰隆投行研究
目标价：3.77令吉

最新进展：

乔治肯特（GKENT，3204，主板贸服股）截至10月底第三季，净利按年大涨97%，至2374万2000令吉。

受惠于工程和水表业务的推动，营业额上涨26%，从去年同季9693万6000令吉，扬至1亿2209万2000令吉。

累计9个月，净利同样亮眼，年增95%至5926万2000令吉。

当季营业额录得4亿982万4000令吉，按年升51.4%。

该公司宣布当季派息每股2仙。

行家建议：

乔治肯特第三季净利按年涨94%，高于我们全年预期。

尽管持续受外汇打击，但受惠于不断交付的工程，和手上订单可观，推动净利上扬。

由于业绩表现强劲，因此，我们将2017财年的工程赚幅提高14%。

同时，鉴于潜在赚幅恢复正常，因此2018财年净利调升2%。

乔治肯特是轻快铁延长工程、轻快铁第3路线和捷运第二路线（MRT2）工程的主要发展商。

因拥有稳健的财务，我们预测，3年净利的年均复增（CAGR）将高达28%，高于同行20.9%的投资回酬率。

综合上述原因，我们给予“买入”评级，目标价定为3.77令吉。



【e南洋】

icy97

乔治肯特包揽3.65亿布城医院延伸工程
By Sangeetha Amarthalingam / theedgemarkets.com   | December 20, 2016 : 7:44 PM MYT

（吉隆坡20日讯）乔治肯特（George Kent (Malaysia) Bhd）从公共工程局（JKR）的手中，包揽一项价值3亿6490万令吉的合约，负责打造雪州布城第7区（Precinct 7）一家拥有220张床位的Endocrine医院。

这是该集团以全承包形式（turnkey basis），为卫生部兴建的第4个医院项目。

乔治肯特主席丹斯里陈溪福在今日一则文告中指出：“此合约将推高我们的订单总额逾62亿令吉，这是本集团所创下的历史新高水平。”

他补充道：“我们致力在预算范围内并按时交付这个项目。”

此医院项目座落于面积两英亩的地皮，工程范围包括医院大楼的延伸建设工程，并打造一座连接桥，衔接布城医院的主要大楼，以及一个多层停车场。

“此合约料耗时36个月，预计将在2020年1月完工。此合约将添加到现有的专业项目订单里，也符合集团积极投标未来工程建设项目的策略。

“这份合约料不会对本集团截至2017年1月31日止的财政年盈利带来重大影响，惟预计将在合约期间为集团的未来盈利带来进账。”

乔治肯特2012年已完成彭亨瓜拉立卑（Kuala Lipis）医院的首期建设工程，如今正着手进行瓜拉立卑医院的第二期工程，以及雪兰莪丹绒加弄（Tanjung Karang）医院的工程。

“这些工程将使得我们在执行现有工程和未来项目时处于非常有利的位置。乔治肯特正不断增长，并致力于改进并提升我们过往的成功经验。”

（编译：倪嫣鴽）

Type	Announcement
Subject	OTHERS
Description	AWARD OF CONTRACT - DESIGN AND BUILD A 220-BED ENDOCRINE HOSPITAL IN PRECINCT 7, PUTRAJAYA
The Board of Directors of George Kent (Malaysia) Berhad (“George Kent”) is pleased to announce that it has today accepted the Letter of Award dated 15 December 2016 (“LOA”), received on 19 December 2016, from Jabatan Kerja Raya Malaysia, in respect of George Kent’s tender to design and build a 220-bed Endocrine Hospital in Precinct 7, Putrajaya for a contract sum of RM364.9 million, including 6% GST (“the Contract”). The Hospital is to be constructed at Lot 842, Lot 3, Precinct 7 on 2 areas measuring approximately 4,100 square meters and 6,140 square meters beside the existing Hospital Putrajaya. The scope of works includes the design and build of a 220-bed Hospital extension complex with link bridge to existing main building block of Hospital Putrajaya and a multi-storey vehicle parking. The Contract will take a period of 36 months from taking possession of site on 16 January 2017  and is scheduled to be completed by 15 January 2020. This Contract is not expected to have significant effect to the Group’s earnings for the financial year ending 31 January 2017, but is expected to contribute positively to the future earnings of the Group over the duration of the contract period. Risk factors affecting the Contract include execution risks such as availability of skilled manpower and materials, changes in pricing, weather conditions, and/or economic and regulatory conditions. Notwithstanding, the Company has established a successful track record undertaking similar projects. None of the Directors or substantial shareholders of George Kent, or persons connected with them, has any interest, direct or indirect, in the abovementioned Contract. George Kent will make the necessary announcement to Bursa Malaysia Securities Berhad as and when there are further material development in respect of the Contract. This announcement is dated 20 December 2016

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5294073

Attachments Press Release-GKENT Hospital Endocrine.pdf

icy97

乔治肯特
手握60亿订单

2016年12月22日

分析：丰隆投行研究
目标价：3.77令吉

最新进展

乔治肯特（GKENT，3204，主板贸服股）获公共工程局（JKR）颁发3亿6490万令吉得标书，扩建布城医院。

该公司向马交所报备，将在现有的布城医院旁，2块面积约达1万240平方尺的地皮，设计和兴建一家拥有220个床位的内分泌医院、连接桥和多层泊车场。

合约期限为36个月，预计在2020年1月15日前竣工。

行家建议

乔治肯特获扩建医院合约不令人意外，因该公司管理层之前就曾透露正竞标该合约。相信医院合约的相关风险不大，因该公司之前曾获类似的合约。

获得新合约，让乔治肯特今年迄今，所获的订单达11亿令吉，符合预期，所以将保持净利预测不变。

我们预计，该公司目前订单达60亿令吉。

另外，该公司近来获得雪州3万个水表供应订单，虽然合约规模小，但相信将为该公司铺路，未来有可能获得每年40万至50万个水表的供应合约。

我们预计该公司2017财年内不会再获任何合约，不过2018至2019财年，每年有3亿令吉的合约。



【e南洋】

哭哭鸟

乔治肯特末季净利飙升114% 拟拆股 派息5仙
By Wong Ee Lin / theedgemarkets.com   | March 20, 2017 : 9:01 PM MYT
http://www.theedgemarkets.com/my/article/乔治肯特末季净利飙升114-拟拆股-派息5仙

（吉隆坡20日讯）拟将2股分拆为3股的乔治肯特（George Kent (Malaysia) Bhd），第四季净利飙升114%，因盈利提高而销售成本下降，以及未实现外汇收益走高。

截至1月杪的2017财政年末季，净利达4215万令吉，高于上财年同期的1966万令吉。

末季营业额则跌29%至1亿8914万令吉，同期是2亿6558万令吉，主要因为建筑和水表业务的贡献下降。

该集团今日向大马交易所公布，建议派发每股5仙的终期股息，支付日有待公布。

全年净利由5007万令吉，增长一倍至1亿141万令吉；营业额攀12%至5亿9897万令吉，2016财年为5亿3621万令吉。

乔治肯特表示，盈利显著提高是由于工程和水表业务的收入增加及创纪录的贡献。

该集团在另一份文告还提议将2股分拆为3股，使股量从3亿7551万股增至5亿6327万股。

“较低的除权后股价将使该股更可负担和提高股票流通。”

该集团预计拆股计划将在2017年第三季完成。

与此同时，乔治肯特主席丹斯里陈溪福指出，该集团今年又宣布另一轮创纪录的业绩。

他补充：“各个部门的贡献都有所提高，这包括铁路项目、水务基建工程、统筹医院项目，以及水表供应。”

他表示，该公司将继续加强管理团队、手握项目的流程和交付，以及继续努力满足客户期望，并继续提高股东价值。

“董事部对前景感到乐观，因订单强劲，提供巨大的盈利能见度。”

（编译：陈慧珊）

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jan 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jan 2017	31 Jan 2016	31 Jan 2017	31 Jan 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	189,141	265,584	598,965	536,207
2	Profit/(loss) before tax	58,024	27,789	134,243	70,699
3	Profit/(loss) for the period	42,148	19,660	101,410	50,074
4	Profit/(loss) attributable to ordinary equity holders of the parent	42,148	19,660	101,410	50,074
5	Basic earnings/(loss) per share (Subunit)	11.20	5.20	27.00	13.30
6	Proposed/Declared dividend per share (Subunit)	5.00	3.50	10.00	7.00
		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 ($$)	1.0656		0.8574

icy97

Type	Announcement
Subject	SUBDIVISION / CONSOLIDATION OF SHARES (CHAPTER 13 OF LISTING REQUIREMENTS)
Description	GEORGE KENT (MALAYSIA) BERHAD ("GKM" OR THE "COMPANY") PROPOSED SHARE SPLIT INVOLVING THE SUBDIVISION OF EVERY 2 EXISTING ORDINARY SHARES IN GKM ("GKM SHARE(S)" OR "SHARE(S)") INTO 3 ORDINARY SHARES IN GKM ("SPLIT SHARE(S)") HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED SHARE SPLIT")
On behalf of the Board of Directors of GKM, RHB Investment Bank Berhad wishes to announce that the Company proposes to undertake a share split involving the subdivision of every 2 existing GKM Shares into 3 Split Shares held on an entitlement date to be determined later. Further details of the Proposed Share Split are set out in the attachment. This announcement is dated 20 March 2017.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5369949

Attachments GKM- Announcement.pdf

icy97

Type	Announcement
Subject	OTHERS
Description	George Kent (Malaysia) Berhad ("the Company" or "George Kent")- Revaluation of Properties
1. Introduction Pursuant to Paragraph 9.19(46) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors (“the Board”) of George Kent wishes to announce that the Board has approved the incorporation of the revaluation surplus of an aggregate amount of RM6.016 million in the consolidated financial statements of George Kent for the financial year ended 31 January 2017. 2. Purpose of the Valuation The purpose of the valuation is to ascertain the fair value of the landed property (“the Property”) in George Kent Group for accounting purposes pursuant to the Malaysian Financial Reporting Standard (“MFRS”) 116 : Property, Plant and Equipment. 3. Details of the Property and Valuation Please refer to the Appendix A as attached. 4. Effect on the Net Assets Per Share The total value placed on the Property by the valuers is RM105.855 million. This has resulted in an increase of approximately 1.6 sen in the net asset per share of George Kent from 104.96 sen to 106.56 sen as at 31 January 2017. 5. Documents Available for Inspection The valuation report of the Property is available for inspection at the Registered Office of the Company at George Kent Technology Centre, 1115 Jalan Puchong, Taman Meranti Jaya, 47120 Puchong, Selangor Darul Ehsan during normal office hours from Monday to Friday (except for Public Holidays) for a period of three (3) months from the date of this announcement. This announcement is dated 20 March 2017.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5370221

Attachments Announcement-Revaluation of properties (Appendix A)-20.03.2017.pdf

icy97

乔治肯特
2年财测上调

2017年3月22日

分析：丰隆投行研究
目标价：4.73令吉

最新进展：

工程和水表业务推动，乔治肯特（GKENT，3204，主板贸服股）截至今年1月底末季净赚4215万令吉，大涨1.14倍，营业额跌28.8%，报1亿8914万令吉。

乔治肯特全年净利录得1亿141万令吉，飙涨1.02倍；营业额起11.7%，报5亿9896万5000令吉。

乔治肯特建议，将2股普通股分拆成3股；股本从3亿7551万2710股，增加到5亿6326万9065股，有助于改善流通量。

行家建议：

鉴于强劲的业绩表现， 2018和2019财年的净利预测，分别上调18%和27%。

这次的净利预测上调，主要来自轻快铁（LRT）延长项目中，“工程变更通知单”（Variation Order）的高赚幅收益持续入账。

乔治肯特是轻快铁延长工程、轻快铁第3路线和捷运第二路线（MRT2）工程的主要发展商。

该公司的投资回酬（ROE）比同业高26%，同时净现金达到每股99仙，或占市值31%。

我们将目标价上调至4.73令吉，维持“买入”投资评级。



【e南洋】

哭哭鸟

George Kent - How far can it go? (WealthWizard)
Author: WealthWizard   |   Publish date: Fri, 7 Apr 2017, 11:56 AM https://klse.i3investor.com/blogs/wealth123/120091.jsp

When I read this news yesterday  (The Star - Another stocks rally in the works - construction, boosted by LRT3), I take a time to look at how respective construction outfits are doing lately by computing table 1.
It trigger my attention on George Kent (GKent) for its valuation given by the market.
Taking a brief comparison, the following are noted for Gkent:
1. Highest order book coverage
2. Lowest simple PE based on latest quarterly results (annualised)
3. Lowest Forward PE based on simple calculation of Next 1 year sales
        
Table 1: Comparison of Listed Construction Companies

Note: The above quick check is based on the application of same factors & assumptions without looking at the details, the general results may be varied from detailed analysis. The purpose of quick check is to take a quick look as a whole for simple comparison.
         
GEORGE KENT - UPSIDE POTENTIAL OF 100% @ RM4.40        With construction order book of RM6.2 billion in hand, GKent will deliver following revenue & results below: (Please click links for references)
        
        
With Forward PE of 15, it gives GKent huge potential upside at current price!

Important Assumption:
NO new construction job in next 4 years
         

ESTIMATION OF REVENUE & PROFIT FOR NEXT 1 YEAR        

        
Based on the above basis, I have incorporated the amounts into the following table:
Table 2: Financial Projection for next 1 year

---

icy97

GEORGE KENT (MALAYSIA) BERHAD

EX-date	28 Jun 2017
Entitlement date	30 Jun 2017
Entitlement time	05:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final Single-tier dividend of 5.0 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Jan 2017
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	JOHAN MANAGEMENT SERVICES SDN BHD11th Floor, Wisma E&C, No. 2Lorong Dungun KiriDamansara Heights50490Kuala LumpurTel:0320921858Fax:0320922812
Payment date	20 Jul 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	30 Jun 2017
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.05