koko888
CYPARK未来再生能源业务的盈利贡献会番几倍?
CYPARK这间公司已分析几次了,今天再简单说说重点,
CYPARK有4种业务:1)Environmental engineering,2)Landscaping&infrastructure,3)Green tech&renewable energy,4)Maintenance.
以下是CYPARK以上市至今的业绩，以最新股票数额252940计算：
财政年 营业额 税后盈利 每股盈利（分）
31/10/10 = 177.55m = 20.29m = 8.0
31/10/11 = 161.53m = 20.08m = 7.9
31/10/12 = 195.80m = 25.58m = 10.1
31/10/13 = 220.67m = 35.92m = 14.2
31/10/14 = 238.79m = 39.94m = 15.8
31/10/15 = 251.85m = 43.49m = 17.2
30/10/16= 282.93m = 50.68m = 20.0
2017年1Q = 78.48m = 11.34m = 4.48,傳統上cypark的2Q和3Q盈利会比1Q和4Q強劲许多.
财政年 营业额 税后盈利 每股盈利（分）
31/10/10 = 177.55m = 20.29m = 8.0
31/10/11 = 161.53m = 20.08m = 7.9
31/10/12 = 195.80m = 25.58m = 10.1
31/10/13 = 220.67m = 35.92m = 14.2
31/10/14 = 238.79m = 39.94m = 15.8
31/10/15 = 251.85m = 43.49m = 17.2
30/10/16= 282.93m = 50.68m = 20.0
2017年1Q = 78.48m = 11.34m = 4.48,傳統上cypark的2Q和3Q盈利会比1Q和4Q強劲许多.
目前Environmental engineering的盈利貢献是最大的业务部门,再生能源排第2,但是当今年抄Ladand tanah merah废物能源厂竣工后,2018年初就开始运作,可为公司带来每年超过8千万令吉的收入,持续25年,CYPARK已经获得能源委员会颁发的大型太阳能项目,以开发15MW的太阳能发电厂。公司有信心可以在接下来获得更多政府颁发的填埋场关闭和新填埋项目的合約。公司已提交总值超过20亿令吉的投标书，管理层乐观认为一部分投标项目可以在2017年获得。相信明年再生能源会成为最大盈利贡献的业务.
管理层在季报透露,預计再生能源业务,可在2020年贡献超过3亿令吉的持续性收入.我从以上的讯息,預测接下來的每年的每股盈利.
有一位学员说.大約1年多之前,我所预测的Gkent合理价Rm5,20已达标,昨天闭市价 Rm4,37×1,25=Rm5,46(4送1红股)。 今天也想预测Cypark的每股盈利和合理价,预测2017財政年每股盈利=22分×13倍本益比=合理价 Rm2,86。 2018財政年每股盈利=32分×13=合理价 Rm4,16。 2019財政年每股盈利=40分×13=合理价Rm5,20。 2020财政年每股盈利=52分×13=合理价Rm6,76。有几位学员透露,他們还保留部份的Gkent,回酬高达310%,这还不包括已收到的股息,另外一位学员也说,他还保留一点的JHM,不过是卖出后又再买进的,JHM是2015年5月份推荐給学员们的股,那时股价在二十多仙.
公司建议派发5.2仙股息,我认为Cypark目前的股价被低估,可以说是落后大市的优質股,如果有耐心等,Cypark是不错的选擇.
(只供參考,若有买卖,盈亏自负)
以下是大众投行24/1/17给于CYPARK的盈利預测.
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Discussions
5 people like this. Showing 13 of 13 comments
Koko888,
if review back their contract secured so far is 6.2bil ...yet still increase
where is a strong key takeaway for a construction entity...
gkent is currently traded deep below its fair value.
Gd nite koko888 sifu :)
2017-04-06 23:43
Nothing is better than this 'Key Performer' is to look at their secured contract on hand .Highest Roe & EBIDTA amongst its peer is another plus point .Gkent has all the key points to look at.
Kerjaya & Ekovest, has similiar benchmark as well .
2017-04-06 23:47
Cypark is going to be great and interesting pick.. KoKo is very farsighted.. I like this guy a lot.. This type of guy can make it further than all of us..
2017-04-07 00:21
I hv put CYPARK my 2nd half 2017 stock selection after read koko888 sifu finding .. tq koko888 and cheers
2017-04-07 00:30
看看cypark从上市至的盈利表現,差不多每年盈利都在成长,(除了2011年持平),今年应该也不例外,明年的盈利会暴漲,cimb和大众投行也預测明年的净盈利会暴漲50%,原因是LtM废物能源厂开始运作,目前再生能源业务的賺幅稅前盈利高达44%,管理层預计再生能源业务,可在2020年贡献超过3亿令吉的持續性收入,您自己算一算,只股是不是很吸引人,值得一提是,其收入是持續性的,这就不是冷眼前辈喜欢成长股吗.
2017-04-07 10:29
真的酱好可以做koko 的徒弟或聆听koko的分享？如果是真的万分感谢先。Really appreciate. thanks for sharing. sian881123@hotmail.com
2017-04-12 15:49
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