【GKENT 3204 交流专区】乔治肯特

哭哭鸟

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

哭哭鸟

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.

icy97

马资源乔治肯特联营公司--获总值118亿lrt-3合约
http://www.enanyang.my/news/20181107/马资源乔治肯特联营公司-br-获总值118亿lrt-3合约/

Type	Announcement
Subject	OTHERS
Description	PROPOSED DESIGN, CONSTRUCTION, COMPLETION, TESTING AND COMMISSIONING OF LIGHT RAIL TRANSIT LINE 3 (LRT 3) FROM BANDAR UTAMA TO JOHAN SETIA - Letter of Appointment for the Fixed Price Contract for the Works
We refer to our announcements on 7 September 2015, 23 October 2015, 2 November 2015 and 17 October 2018. George Kent (Malaysia) Berhad (“George Kent” or “the Company”) wishes to announce that MRCB George Kent Sdn Bhd (“MRCB-GK”), has today received a Letter of Appointment dated 2 November 2018 (“LOA”) from Prasarana Malaysia Berhad (“Prasarana”) for the award of the contract for the Proposed Design, Construction, Completion, Testing and Commissioning of Light Rail Transit Line 3 (LRT 3) from Bandar Utama to Johan Setia (“the Project”). The Contract Sum of the Project is fixed at RM11.856 billion and includes a contingency/provisional sum of RM400 million, which, if not utilised, will reduce the Contract Sum. The salient terms of the LOA, amongst others include the following: (a) The Date of Completion under Contract shall be 28 February 2024, unless extended in accordance with the Contract; (b) MRCB-GK shall provide a Performance Bond for the equivalent amount of 5% of the Contract Sum, within 30 days from the date of the LOA; and (c) Malaysian Resources Corporation Berhad and George Kent are to provide a proportionate Corporate Guarantee to Prasarana. Negotiations on the fixed price contract shall continue so that the contract will be executed no later than 12 December 2018. The Project will not have any significant effect on the earnings and net assets of the George Kent Group for the financial year ending 31 January 2019. However, it is expected to contribute positively to the future earnings of George Kent Group. The Project is subject to normal business risks such as an increase in costs due to any escalation of material costs and contractual terms including default provisions. As such, the Management will put in place control measures and operational procedures to reduce the impact or likelihood of such events. None of the Directors and/or major shareholders of the Company and/or persons connected with them, has any interest, direct or indirect, in the Project. This announcement is dated 5 November 2018.

icy97

轻快铁三线重洽拖累．乔治肯特第三季少赚28%
http://www.sinchew.com.my/node/1823411/

SUMMARY OF KEY FINANCIAL INFORMATION 31 Oct 2018

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

1	Revenue	103,550	127,089	316,245	444,078
2	Profit/(loss) before tax	34,690	36,695	90,255	94,756
3	Profit/(loss) for the period	20,554	28,678	66,669	72,549
4	Profit/(loss) attributable to ordinary equity holders of the parent	20,554	28,678	66,669	72,549
5	Basic earnings/(loss) per share (Subunit)	3.70	5.10	11.90	12.90
6	Proposed/Declared dividend per share (Subunit)	1.50	2.00	3.50	4.50
		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 ($$)	0.8854		0.8447

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EX-date	04 Jan 2019
Entitlement date	08 Jan 2019
Entitlement time	05:00 PM
Entitlement subject	Second interim dividend
Entitlement description	Second Interim Single-tier dividend of 1.5 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. 2 Lorong Dungun Kiri,Damansara Heights,50490 Kuala Lumpur.Tel: 03-2092 1858Fax: 03-2092 2812
Payment date	29 Jan 2019
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	08 Jan 2019
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	0.015

icy97

乔治肯特-两年财测下修
http://www.enanyang.my/news/20181221/乔治肯特br-两年财测下修/


业绩逊预期．业务多下滑．乔治肯特前景看淡
http://www.sinchew.com.my/node/1823746/

icy97

Type	Announcement
Subject	OTHERS
Description	DESIGN, CONSTRUCTION, COMPLETION, TESTING AND COMMISSIONING OF LIGHT RAIL TRANSIT LINE 3 (LRT 3) FROM BANDAR UTAMA TO JOHAN SETIA ("THE PROJECT") - Execution of Fixed Price Contract Between MRCB George Kent Sdn Bhd And Prasarana Malaysia Berhad ("Contract")
We refer to our announcements on 7 September 2015, 23 October 2015, 2 November 2015, 17 October 2018 and 5 November 2018. George Kent (Malaysia) Berhad wishes to announce that MRCB George Kent Sdn Bhd has today entered into a Contract in relation to the Project with Prasarana Malaysia Berhad. This announcement is dated 25 January 2019.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jan 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jan 2019	31 Jan 2018	31 Jan 2019	31 Jan 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	114,503	172,916	430,748	616,994
2	Profit/(loss) before tax	36,152	65,539	126,407	160,295
3	Profit/(loss) for the period	18,249	51,853	84,918	124,402
4	Profit/(loss) attributable to ordinary equity holders of the parent	18,249	51,853	84,918	124,402
5	Basic earnings/(loss) per share (Subunit)	3.30	9.20	15.30	22.10
6	Proposed/Declared dividend per share (Subunit)	3.50	5.00	7.00	9.50
		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 ($$)	0.8998		0.8447