股票分享Blog
茫茫红海中，逆市而绿的这家公司！
AnonymousStockist
Publish date: Tue, 03 Mar 2020, 11:59 PM
逆市而行 – SERBADK（5279）
在绝大部分的公司都在面临股价被压挤的时候，但是为何世霸集团还是可以维持青青呢？我们先来回顾一下 2019 年SERBADK 的表现：
- 一共secure 23 个Contract，达到了 RM 10.7 Billion 的Order Book；
- 高达 RM 2 Billion 的 SUKUK 在本地和国外市场发放了，
- 增加了6个AOP（Asset Ownership Project）；
- FY 2015 到 FY 2019，O&M segment 的营业额成长了 32% CAGR；
- FY 2015 到 FY 2019，EPCC segment 的营业额成长了 42% CAGR；
- IT 业务则是从 FY 2018 的 RM 5 Million 成长到 RM 104 Million，非常夸张的数值！
- 目前IT 业务（Smart Maintenance）是一个附加的asset management system，配合着工业 4.0 的趋势而发展的；
- 目前IT 业务将会发展至Indonesia，Qatar，India，US 和 China；
- 从这里我们可以看到，公司的成长从上市以来没有停过.. 那么会不会因为COVID-19 而影响业务呢？答案是 – 短期内还是看不到影响的，公司的管理层依然坚定的target RM 15.0 Billion 的order book（2020 年），手头上也有 RM 10.7 Billion 的合约.. 够他们撑过风暴！
SERBADK 现在的 P/E 13.78 倍左右，个人认为 15 以下依然安全.. 不过买不买，当然看你咯！
#SERBADK
#IT
#GROWTH
#你不知道的股事
#IT
#GROWTH
#你不知道的股事
免责声明：以上的资讯只是为了当成学习与资讯内容，并不是买卖的建议，请自行做出投资的决定
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