BENALEC 5190 INFORMATION OVERVIEW 1
Information Overview 1:
该集团的海事建筑业务贡献最大。
该集团的海事建筑业务赚钱模式有两种;
一, 公司向政府申请填海,并保留大部分填海的地皮,其风险是填好的地皮卖不出,但好处是自行安排填海进度和赚幅较高。
二,公司必须根据合约的期限来完成工程,其风险是被合约绑死和赚幅较少,但好处是收回款项没问题如颁发合约者违约可经过法律方式来讨回。
该集团主要市场在马六甲和柔佛。
该集团在马六甲有150英亩的地皮还没成功卖出,还有200英亩的填海计划已经获得批准但还没开始进行填海工程。
地皮卖不出将会导致公司流动资金出现不利。
国油在柔佛边佳兰打造一个石油提炼和石化综合发展项目同时该公司也在那里进行填海建造海事工业园并不一定会获得利益因为还有一家上市公司(SERBADK,5279)也在打边佳兰的主意。
该集团曾经发生过家族内斗问题也曾经质疑过公司董事的薪酬过高问题,这导致公司在治理方面给人一个不好的印象。
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.
该集团的海事建筑业务贡献最大。
该集团的海事建筑业务赚钱模式有两种;
一, 公司向政府申请填海,并保留大部分填海的地皮,其风险是填好的地皮卖不出,但好处是自行安排填海进度和赚幅较高。
二,公司必须根据合约的期限来完成工程,其风险是被合约绑死和赚幅较少,但好处是收回款项没问题如颁发合约者违约可经过法律方式来讨回。
该集团主要市场在马六甲和柔佛。
该集团在马六甲有150英亩的地皮还没成功卖出,还有200英亩的填海计划已经获得批准但还没开始进行填海工程。
地皮卖不出将会导致公司流动资金出现不利。
国油在柔佛边佳兰打造一个石油提炼和石化综合发展项目同时该公司也在那里进行填海建造海事工业园并不一定会获得利益因为还有一家上市公司(SERBADK,5279)也在打边佳兰的主意。
该集团曾经发生过家族内斗问题也曾经质疑过公司董事的薪酬过高问题,这导致公司在治理方面给人一个不好的印象。
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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