【GKENT 3204 交流专区】乔治肯特

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jan 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jan 2018	31 Jan 2017	31 Jan 2018	31 Jan 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	172,912	189,141	616,990	598,965
2	Profit/(loss) before tax	65,574	57,879	160,330	134,098
3	Profit/(loss) for the period	51,884	42,017	124,433	101,279
4	Profit/(loss) attributable to ordinary equity holders of the parent	51,884	42,017	124,433	101,279
5	Basic earnings/(loss) per share (Subunit)	9.20	7.50	22.10	18.00
6	Proposed/Declared dividend per share (Subunit)	5.00	5.00	9.50	10.00
		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 ($$)	0.8447		0.7102

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EX-date	03 Apr 2018
Entitlement date	05 Apr 2018
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Third Interim Single-tier dividend of 5.0 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Jan 2018
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 Heights50490 Kuala LumpurTel: 03 2092 1858Fax: 03 2092 2812
Payment date	25 Apr 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	05 Apr 2018
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

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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 RM437,610 in the consolidated financial statements of George Kent for the financial year ended 31 January 2018. 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 0.08 sen in the net asset per share of George Kent from 84.39 sen to 84.47 sen as at 31 January 2018. 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 19 March 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5727505

Attachments Announcement-Revaluation of properties-19.03.2018 (Appendix A).pdf

icy97

icy97

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GKENT Valuation 简单估值 @ 19 May 2018
19 May 2018
http://oldfriendsinvesting.blogspot.my/2018/05/gkent-valuation-19-may-2018.html
                  
GKENT
简单估值
根据AR 2017:
                                       
GKENT 有
订单 order in book 5.6 billions 5,600,000,000
Equity 资本有 475,815,000 = 每股资本 = 0.84
Ordinary shares 股数有 563,269,000
2017 的Revenue 是 598,965,000. 也就是说order 比 yearly revenue 多九倍......
2017 净利率是 23%
算下5.6 billion 订单 可以赚多少钱 5,600,000,000 ×23% ÷ 563269000 = 每股盈利= 2.37
算算: 0.84 + 2.37 = 3.21
如果用25% margin of safety = 2.41
今天18/5/2018 股价是1.58
太多零，弄到我头晕。帮忙看看有没有算错。。。。。

其他因素：
1）water metering 市场老大.
2) selangor, penang, johor, negeri sembilan之前也和gkent买水表. 尤其是selangor penang, 应该跟希联政府关系不错下. 而且其他的也被希联拿下了......
3）Singapore, Hongkong 这些出名清廉的国家也有跟gkent买水表
4）gkent 手头的订单，应该会继续...看不到会被取消的理由...就算取消也有赔償...margin可能会減少，但问题不大，因为＂中间人费用“也会減少...
5）老板是生意人. 也会想办法和现任政府打好关系的....
6）gkent和德国Siemens有joint venture. 工程技术没问题。这些技术也难被其他本地公司取代.
7）除了MRT3, 也有其他工程合法，example： 建医院. 这个希联政府不会取消的...
8）大选前，老马一直唱巫统把国家卖给中国. 所以估计如果有新的政府工程合约应该会给本地公司..那gkent会比以前更加容易拿到工程.....
9）gkent share buy back 10%. EPS 立即增加10%.
10）老板，董事估了大部分的股权. 某blog说是80%. 所以市场留通的较少. 估计现在抛货的大多是散户.只要老板不大量抛售，应该不会跌到那里去...
                                       

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乔治肯特 GKENT – 如何获得Ampang LRT延长工程？

George Kent在2012年获颁价值接近10亿的Ampang LRT延长工程的系统工程合约。外界一致认为前者缺乏工程经验，因此获得工程引起争议。

在2011年12月，国家基建Prasarana曾发出一封正式信函给予国家财政部，以获得后者的考虑和批准来筛选当时Ampang LRT延长工程的主要承包商。当时的财政部长为前任首相Najib。

根据Prasarana的招标评估结果，George Kent-Lion Pacific的联营公司在8家竞标公司内仅排在第三位，位居PDA Consortium和SNC-Lavalin Consortium之后。

在8家公司内，有6家是没有准守合约条规，而George Kent-Lion Pacific就是其中一家。融资能力方面，集团排在最后一位，甚至被标上“Gagal 不及格”的标签。唯一有竞争优势的是投标价值，George Kent-Lion Pacific是出价第二低的公司。

综合以上，Prasarana给出的首选承包商为PDA Consortium，而非George Kent-Lion Pacific。然而，George Kent-Lion Pacific却是最终被选中的集团。

另一方面，根据2011年9月由工程咨询Halcrow提交的技术评估报告，George Kent-Lion Pacific无法处理Ampang LRT延长工程的规格。简短而言，George Kent在这之前似乎没有任何铁路相关工程的经验，而且当时最大的项目价值不到RM40m。

令人讽刺的是，George Kent 管理层曾描述：“我们之所以胜出，完全是基于公司在提呈标书上所展示的实力，这包括财务和技术能力、过往的良好工作记录；加上拥有强大的团队，当中有国内外专家，专门为这个项目贡献专长。”然而，Prasarana的信函内容却恰恰相仿。

大马反贪污委员会曾经对此事展开调查，但是之后却没有任何下文。

值得一提，Ampang LRT延长工程最终意外延迟完工。根据一名有分歧的承包商，George Kent是导致整体项目延迟的主因。在把所有设备交到他们手上后，他们并没有办法启动系统项目，显然的George Kent明显落后进度。

链接 - http://www.malaysia-today.net/…/files_prasarana-recommendat…

Ampang LRT延长工程被视为George Kent的转折点。自此之后，George Kent整体表现脱胎换骨，接连获得不少基建项目，而股价也扶摇直上，在4年内翻了超过5倍。



RH Research

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kongsenger

gkent 3204 喬治肯特 RM1.46 浅谈技术面与Q1 2018
2018年6月11日星期一
http://kongsenger.blogspot.com/2018/06/gkent-3204-rm146.html

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Apr 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Apr 2018	30 Apr 2017	30 Apr 2018	30 Apr 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	99,762	129,422	99,762	129,422
2	Profit/(loss) before tax	25,689	25,036	25,689	25,036
3	Profit/(loss) for the period	21,535	18,496	21,535	18,496
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,535	18,496	21,535	18,496
5	Basic earnings/(loss) per share (Subunit)	3.80	3.30	3.80	3.30
6	Proposed/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 ($$)	0.8316		0.8447

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SUMMARY OF KEY FINANCIAL INFORMATION 31 Jul 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jul 2018	31 Jul 2017	31 Jul 2018	31 Jul 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	112,933	187,567	212,695	316,989
2	Profit/(loss) before tax	29,876	33,025	55,565	58,061
3	Profit/(loss) for the period	24,580	25,375	46,115	43,871
4	Profit/(loss) attributable to ordinary equity holders of the parent	24,580	25,375	46,115	43,871
5	Basic earnings/(loss) per share (Subunit)	4.40	4.50	8.20	7.80
6	Proposed/Declared dividend per share (Subunit)	2.00	2.50	2.00	2.50
		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 ($$)	0.8725		0.8447

icy97

EX-date	10 Oct 2018
Entitlement date	12 Oct 2018
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim Single-tier dividend of 2.0 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Jan 2019
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 Heights50490 Kuala LumpurTel: 03-20921858Fax: 03-20922812
Payment date	01 Nov 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	12 Oct 2018
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

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Type	Announcement
Subject	OTHERS
Description	CONSTRUCTION AND COMPLETION OF PROPOSED LIGHT RAIL TRANSIT LINE 3 (LRT3) FROM BANDAR UTAMA TO JOHAN SETIA (PROJECT)-        REMODELLING OF PROJECT CONCEPT FROM A PROJECT DELIVERY PARTNER REGIME TO FIXED PRICE CONTRACT REGIME
We refer to our announcements on 7 September 2015, 23 October 2015 and 2 November 2015. George Kent (Malaysia) Berhad ( “George Kent”)  wishes to announce that Prasarana Malaysia Berhad (“Prasarana”) has via its letter dated 16 October 2018 to MRCB George Kent Sdn Bhd, informed that the Government of Malaysia has agreed to continue with the Project at a total cost of RM16.6 billion, including land acquisition costs, interest during construction and other costs. The implementation concept of the Project will be remodelled from a Project Delivery Partner (“PDP”) regime to a Fixed Price Contract regime. George Kent will make a further announcement to Bursa Securities as and when there is a material development in relation to the Project. This announcement is dated 17 October 2018.