小资女向前冲（大马股市）

Share price

- 29/6/2017: RM4.13

- IB's adjusted PE is 16

- Given PE 16, and assume next quarter EPS 5cent, share price is RM4.416

- Upside profit: 6.92% or unlimited

- Support level: RM3.82/RM2.83

- When Share price was RM2.83, PE was 12.9

- Downside risk:7.5%/45%

- 手握RM6.1 billion order book, 平分来每年RM100million. 可以tahan6年. 假设全年有EPS 28cents, 股价至少有RM4.4. Given PE: 16

Financial Performance

- Other income and loss a bit high

- QoQ Net profit: (56.11%)

- Net Cash company

- QoQ Revenue decreased 31.57%, QoQ Net profit decreases 56.11%

Prospects

- During the quarter, the Company secured a major contract for the supply and delivery of water meters

- order book has grown to RM6.1 billion

News

24/6/2017

- 上修本益比至16

- 一般下半年的表现会更好

- 第一季已经已经占全年预测的23%

- 有高机会参与接下来的新隆高铁（HSR）, 东海岸铁路

- TP:RM5.60

23/6/2017

- 现在手握61令吉订单，足以支撑5-7年营运

Comments

- 获利比率比亏损比率来得大。等股价调整到较低的位置，再买入。给自己的入场价格RM3.82/RM3.80

Reference:

http://www.enanyang.my/news/20170624/%E4%B9%94%E6%B2%BB%E8%82%AF%E7%89%B9br-%E4%B8%8A%E4%BF%AE%E6%9C%AC%E7%9B%8A%E6%AF%94%E8%87%B316%E5%80%8D/