CMSB 2852 QUARTERLY REPORT 30 SEPT 2018

Quarterly Report Review:

收入与去年同期相比增加30%主要是房地产业务和其它业务的利率高。

水泥业务的收入增加但开销费用方面也增加主要是中国水泥产量减少,需求飙升促使进口价格上涨。

建筑材料与贸易业务的收入增加但开销费用方面也增加主要是沥青和柴油价格上涨以及产量下降因素。

建筑及道路维修业务的收入增加主要是泛婆罗洲高速公路,美里 - 马鲁迪公路修复和博物馆项目的完工率高。

房产发展业务的收入增加主要是建筑工程的建造成本下降。


Reference Price:
28.11.2018
Price: RM 3.22
Rolling EPS: RM 0.2557
PE: 12.59
NTA: RM 2.30
Price/NTA: 1.40
PE*Price/NTA: 17.63
Undervalued: RM 2.73
Fair Value: RM 3.63
Overvalued: RM 5.45


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