【MUHIBAH 5703 交流专区】睦兴旺

33333

是否表示，如果esos股票上市而又不见卖盘，证明员工知道他真正的价值。

一头莽牛

这又未必是，如果公司以股票当作花红的话，员工会卖掉,拿回自己的钱（bonus)。
这还要看esos 是什么价钱。。。subcribe。

新立机构

原帖由 一头莽牛 于 23-6-2007 02:53 PM 发表
大大， 请问esos 什么价钱？

ESOS的发售价为 RM 1.28/Lot.

原帖由 33333 于 23-6-2007 09:08 PM 发表
esos后会面对卖盘吗？

肯定会的， 很多人已经磨拳擦脚想要捞它一笔了。也难怪， 毕竟市价太高了。

原帖由 一头莽牛 于 24-6-2007 12:42 AM 发表
卖盘可能出现，如果公司以esos当作bonus 的话。但公司里的人知道有什么project 等着award， 未必大卖盘。。。
现在这个oil and gas booming ， 值得买进。

请问有谁知道公司给员工几多花红？

目前在等着新加坡综合娱乐城的工程开标。花红啊！一个月已经偷笑了。

原帖由 33333 于 24-6-2007 02:15 PM 发表
是否表示，如果esos股票上市而又不见卖盘，证明员工知道他真正的价值。

如果是你的话， 你会卖吗？

一头莽牛

请问esos 员工最多可申请多少？几时上市？
如果公司没有给花红，卖盘肯定有，毕竟这是最好的花红（RM1.28 perlot) 以现在RM 7 ++ 来算，花红就肥咯

如果我等钱用就卖，不然就当放deposit。。。慢慢滚把。。

不知favco 也有esos吗？

33333

一人会得到多少股？

新立机构

原帖由 一头莽牛 于 24-6-2007 09:16 PM 发表
请问esos 员工最多可申请多少？几时上市？
如果公司没有给花红，卖盘肯定有，毕竟这是最好的花红（RM1.28 perlot) 以现在RM 7 ++ 来算，花红就肥咯

如果我等钱用就卖，不然就当放deposit。。。慢慢滚 ...

原帖由 33333 于 24-6-2007 11:19 PM 发表
一人会得到多少股？

ESOS是没得申请的， 它只给员工。公司的董事部是依据员工的职位与服务年限而给于的。也可以说是公司对于员工的一种肯定。这一批的雇员认股计划可以在八月分阶段认购。在认购之後的一个月内会把认购的数额放入员工的CDS户口里。到时要卖要留是个人的决定。

一头莽牛

这个esos 我懂，所以我说 。。。请问esos “员工”最多可申请多少？

无论如何，谢谢提供资料。

hdcyng

原帖由 一头莽牛 于 24-6-2007 11:58 PM 发表
这个esos 我懂，所以我说 。。。请问esos “员工”最多可申请多少？

无论如何，谢谢提供资料。

不必理ESOS
担心private placement 吧！



送给你！
22-06-2007: Rosy outlook for Muhibbah

                                    MuhibbahEngineering’s (RM7.25) share price has performed exceedingly well – upover 10 times – since we first recommended them in October 2005. Whilefurther upside may be more limited over the near term after such astrong rally, its growth prospects and operating outlook remain veryattractive, and we maintain our “buy” recommendation.
Muhibbah’s recentresults for first quarter financial year (FY) December 2007 (1Q07) wereahead of expectations, accounting for 30% of our earlier full-yearforecast. We expect the coming quarters to be even stronger as workgets underway at its Yemen LNG project.
For 1Q07, pre-taxprofit rose 70% to RM19.3 million, while net profit increased 51% toRM14.6 million, or 9.8 sen per share. However, revenue fell 14% toRM252.8 million due to timing issues as 1Q06 included the Jurong OilTerminal project in Singapore (completed in 3Q06), and the delivery ofseveral large, but low-margin, cranes to China.
Profitability growthduring the quarter was broad-based. Construction reversed from a lossof RM300,000 to a profit of RM3.4 million, while profits rose 64% toRM4.1 million for the crane division, 60% to RM3.7 million for theshipyard division and 19% to RM8.1 million for concessions.
In terms of segmentalprofit contribution, 43% came from concessions, 21% from cranes, 19%from shipyards and 17% from infrastructure and construction.
Large order book
Muhibbah’s total group order book now stands at a significantRM2.11 billion, up 50% from RM1.41 billion at end-2006, and RM810million at end-2005. Of this amount, RM1.3 billion is fromconstruction, RM471 million from cranes and RM322 million fromshipyards.
Some of the recentnotable contracts secured this year include the RM450 million petroleumhub and bunkering facility near Tanjung Pelepas and gas pipe layingworks in Sudan worth RM41 million.
The RM581 millionYemen LNG project secured in September 2006 is currently at the designand engineering stage and should make positive contributions in thecoming quarters when construction begins. This is the single largestproject in its order book.
Favourable outlook
Muhibbah’s past internal restructuring efforts and its focus onserving the oil & gas-related sector has paid off well, as thegroup secured more projects and increased its margins and efficiency.It is becoming a very reputable player, and is standing tall againstlarger, international competitors.
All major divisionsare seeing good growth and enjoy a favourable operating outlook. Withstrong growth in the oil & gas industry, Muhibbah’s technicalexpertise will place it in a good position to secure even more jobs.Some 81% of its order-book are related to the oil & gas industry.
The company’s largeorder book (equivalent to two years’ revenue) will underpin earningsgoing forward. We expect stronger growth for the rest of the year asmore of its projects get underway, particularly the Yemen LNG andTanjung Pelepas projects.
The shipyard divisionin particular is also witnessing strong growth, with its order bookrising to RM322 million in May 2007, compared with RM191 million atend-2006 and just RM70 million at end-2005. As a result, Muhibbah isexpanding its 8.48ha site in Klang to include an adjoining 20ha.
The Cambodian airportconcessions also continue to enjoy robust growth. There are plans toexpand the Siem Reap airport to cope with demand, while works areongoing to expand the runway of its third airport in Sihanoukville.International passenger growth was a robust 36% in 1Q07 for the twoCambodian airports, led by a 39% surge in arrivals to Siem Reap.
Forecasts raised
We are raising our 2007-08 forecasts by 20% and 28%, respectively,to take into account its recently secured new projects and an expandingorder book. We expect net profit to rise 72% to RM58.1 million, or 38.8sen per share, in 2007. For 2008, we expect net profit to rise 19% toRM69 million, or 46.1 sen per share.
Since we firstrecommended them in October 2005, Muhibbah’s shares have surged over 10times, not including dividends and capital gains from Favelle Favco’sIPO exercise. Favelle Favco’s share price, in turn has nearlyquadrupled from its 55 sen IPO price to RM2.06, boosting return forMuhibbah’s shareholders as well as supporting its underlying assetvalue.
As it stands,Muhibbah’s shares appear fairly valued relative to the broader market,but are still not too expensive relative to the oil & gas sector.Its shares are trading at P/E multiples of 18.7 and 15.7 times 2007-08earnings. There is ample scope for further earnings upgrades given itspositive news flow and success at securing new contracts. We maintainour “buy” call.

一头莽牛

谢拉， 这个我也看到。。。
虽然有些说investor的视线转去favco了，但母股也同样不赖。。。
等着瞧吧。:@ :@ :@

33333

7。00   最低还去到6。9。 6.50左右我会买进

新立机构

不好再跌了 底价应该是 7.00 吧。

新立机构

Muhibbah eyes RM10bil projects.

http://biz.thestar.com.my/news/story.asp?file=/2007/6/26/business/18128298&sec=business

一头莽牛

Update 一下。。。

The Board of Directors of FFB is pleased to announce that Favelle Favco Cranes (M) Sdn Bhd and Favelle Favco Cranes Pty Ltd both wholly-owned subsidiaries of FFB had, on 25 June 2007, accepted the following purchase orders ("Contracts" from Sime Darby Engineering Sdn Bhd and Marr Contracting Pty Ltd respectively :-


Contracts secured by  Customer  Brief description of the Contracts  Contracts value Duration of the Contracts

Favelle Favco Cranes (M) Sdn Bhd Sime Darby Engineering Sdn Bhd Supply of 2 units Offshore Cranes  RM 9,596,928 15 – 18 months,
which is expected to be delivered by end 2008

Favelle Favco Cranes Pty Ltd Marr Contracting Pty Ltd Supply of 2 units Tower Cranes  AUD 8,486,880 9 – 12 months,
which is expected to be delivered by mid 2008

在这quarter结术前，再来两张contracts ， 劲！！！

一头莽牛

不好意识，版主，不想开新帖，favco就暂时寄居这。。一起讨论吧。
见谅。。。

新立机构

Favco 是只好股， 可惜放掉了。

33333

我今天才认识favco

新立机构

原帖由 33333 于 26-6-2007 02:14 PM 发表
我今天才认识favco

噢， 不迟， 不迟，还是可以进货。

hdcyng

著重開發中俄市場 睦興旺2年內競標百億工程

推薦給朋友    列印

updated:2007-06-26 12:41:09 MYT

 （吉隆坡訊）睦興旺工程（MUHIBAH，5703）著重開發以中國和俄羅斯為主的海外市場，並將於未來2年競標東南亞、中東和北非市場總值達100億令吉的工程。

今年料維持雙位數成長


與此同時，積極發展石油和天然氣業務之餘，該公司同步擴展其他業務，並有望於今年維持雙位數營業額和盈利成長。

該公司董事經理麥彥文表示：“公司將於未來2年競標東南亞、中東和北非市場總值達100億令吉的工程，我們期望至少取得20%的成功率。”

此外，他也表示，睦興旺工程將集中火力擴展中國和俄羅斯的業務。目前俄羅斯和中國目前貢獻公司營業額小於5%，然而長期而言預期兩國的貢獻將大幅成長。

睦興旺工程先前與俄羅斯建築和產業發展集團Mirax建築簽署諒解備忘錄後，目前正研討前進俄國的基建領域。

他也透露，將進軍中國和美國的發電廠工程，同時也探討進軍以巴西為主的南美洲市場。

同步擴展其他業務

麥彥文在股東常年大會後指出：“公司目前主力仍是石油和天然氣業務，然而也將發展建築、基建和能源業務，此可讓公司接觸更廣大的市場。

他透露，該公司目前的合約總值達21億5000萬令吉，同時預期工程的賺幅將成長，他說由於旗下的工程越來越多，競爭對手逐漸減少，工程合約的賺幅也逐漸提高。

睦興旺工程去年將旗下持有58%的子公司輝高（FAVCO，7229）上市後，不排除將再次把子公司上市。

他說：“我們將評估個別公司的表現和價值，有必要的話，將不排除將其他子公司上市。”

不排除投標TPP合約

另一方面，市場盛傳該公司有望取得泛半島輸送管計劃（TPP）合約，麥彥文表示該公司尚未競標，但不排除稍後會參與投標。他說：“我們將在政府公開工程競標時研究細節，方決定是否參與競標。” （星洲日報/財經•2007.06.26）

33333

买favco没分享到mihibah的利益，买母股就会分享到子公司的利益

hdcyng

原帖由 33333 于 26-6-2007 02:14 PM 发表
我今天才认识favco

Favco
全球十大最高建筑，九栋是用FAVCO的起重机建成

睦興旺工程 在俄羅斯聯營工程

pdated:2007-06-27 19:43:18 MYT


（吉隆坡訊）睦興旺工程（MUHIBAH，5703）與俄羅斯Mirax建築簽署諒解備忘錄，聯手在當地或其他國家進行海陸空基建、工業和商業建築工程。

Mirax是俄國建築和產業發展集團，此項合作有助該公司參與當地基建工程，進一步拓展全球營收基礎。 （星洲日報/財經•2007.06.27）