小资女向前冲（大马股市）

Quarter report released date: 5 Dec 2016

业务

- involved in water industry and engineering work. Water meter manufacturing. Niche business

-  Engineering (water supply, rail transportation and hospital), metering 

- Construction contributed 95% of the revenue 

- Engineering division contributed 91 % segment profit 

- Operation mainly in Malaysia

- rail related contractor (etc:LRt2/LRT3)

* Gkent是个铁路主题股，涉及轻快铁延长工程 （29/6/2017 add in）

Business

- 公司当前出口至43个国家(23/6/2017) enanyang    （29/6/2017 add in)

Other players in same industries

- Mitra, Gadang,Kerjaya (mid cap players)

财务

- Revenue 和去年同一时期相比上升了25.95% from RM 96.936m to RM122.092m

- Gross profit increased 92.94% from RM17.083m to RM32.961m.

- Gross profit margin: 27%

- Profit before tax increased 76.88% from RM16.709m to RM29.556m

- Profit before tax margin: 24.2%

- Net profit increased 96.66% from RM12.072m to RM23.742m

- Net profit margin: 19.45%

- Trade receivable 和去年同时期相比increased 54.53% from RM240.870 to RM372.217m

- Cash and bank balance: RM 280.180m (last year corresponding quarter: RM 241.645m)

- Net cash company

- outstanding order book RM5.4b, not include LRT 3 

工程

20/12/2016

- 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。

- 此合约料耗时36个月，预计将在2020年1月完工

1/11/2016

- Letter of Award  RM277,190,000,from Jabatan Kerja Raya Malaysia  accepting George Kent’s tender to design and build a 150-bed Hospital in Tanjung Karang, Selangor Darul Ehsan

- This Contract is to commence on 24 November 2016 and to be completed over a period of 48 months ie by 24 November 2020. 

7/9/2016

- 獲第2捷運近5億令吉鐵軌工程

股价

-RM3.10 (11/1/2016)

-PE:15

***本人还是新手，记录投资分析的目的是想写下想法，方便我以后看罢了***

References: 

http://www.georgekent.net/wp-content/uploads/2016/08/Kenanga-Research-Report-160808.pdf

http://www.investalks.com/forum/forum.php?mod=viewthread&tid=19353

http://www.georgekent.net/wp-content/uploads/2016/10/GKent-20160928-2Q17-HLIB-1.pdf