SERBADK 5279 QUARTERLY REPORT 31 DEC 2018
Quarterly Report Review:
收入与去年同期相比增加21.2%主要是操作和维护业务有进行很多活动。
操作和维护业务收入去年同期相比增加主要是中东地区如Qatar, UAE 和 Bahrain的旋转设备的维护和修理活动增加。
工程，采购，施工和调试业务收入去年同期相比减少主要是活动项目较少但仍然抵消不过Chlor-Alkali工厂项目的收入增加。
该集团与微软合作并收购eNoah iSolution India Private Limited的30％股权以提升该集团的IT能力并向工业4.0前进。
Reference Price:
27.02.2019
Price: RM 3.96
Rolling EPS: RM 0.2662
PE: 14.88
NTA: RM 1.43
Price/NTA: 2.77
PE*Price/NTA: 41.21
Undervalued: RM 2.19
Fair Value: RM 2.92
Overvalued: RM 4.38
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
收入与去年同期相比增加21.2%主要是操作和维护业务有进行很多活动。
操作和维护业务收入去年同期相比增加主要是中东地区如Qatar, UAE 和 Bahrain的旋转设备的维护和修理活动增加。
工程，采购，施工和调试业务收入去年同期相比减少主要是活动项目较少但仍然抵消不过Chlor-Alkali工厂项目的收入增加。
该集团与微软合作并收购eNoah iSolution India Private Limited的30％股权以提升该集团的IT能力并向工业4.0前进。
Reference Price:
27.02.2019
Price: RM 3.96
Rolling EPS: RM 0.2662
PE: 14.88
NTA: RM 1.43
Price/NTA: 2.77
PE*Price/NTA: 41.21
Undervalued: RM 2.19
Fair Value: RM 2.92
Overvalued: RM 4.38
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
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