Wednesday, February 10, 2010

FAJAR的季报分析

FAJAR最新的季报有喜有忧,不过,大致上还是令老娘满意。


这一季营业额的下滑,确实让老娘意外。比起去年同期的营业额,居然下滑了32.3%。而且,将近一年的时间里面,没有得到新的工程。也难怪股价由高峰时的RM1.3x跌破RM1


无论如何,EPS方面却出现了上扬的现象。比起去年同期,EPS上升了20.2%。主要是因为工程的成本较低,使得盈利上扬。


这一季的总债务增加大概8M,可是,同时期的资产则增加了大概33M。其中现金的增加非常明显。2009年年尾所发售的附加股,为FAJAR融资大概RM16M,加上不时都有凭单转换去母股,使得手头上现金大量增加。


目前手头上的现金有大约RM135M,除于暂时的154MFAJAR股,每股有大约RM0.88的现金。

半年内,FAJAREPS7.13仙。如果下半年保持同样的EPS,那么一年的EPS就有14.26仙了。以RM0.80NTA来算,FAJARROE达到17.8。以今天股价RM1.11来算,PE就是7.8


这两天,FAJAR也在公开市场回购股票。回购股票的股价,从RM1.04到今天的RM1.12,可以看出管理层蛮看好FAJAR的前景。而且,昨天也宣布派发每股2仙的股息。由此来看,FAJAR的财务应该还算健全的。


今天,FAJAR宣布获得了一项大约RM70M的工程,算是祢补了之前LCCT竞标的失利。希望FAJAR能陆续再获得工程,毕竟,已经吃了一年的白果了。。


另外,希望老娘的吹水分析不会左右各位大大买卖的决定。任何因以上的言论而作出的买卖,后果自负哦。

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