Tuesday, May 20, 2014

主力Mitra jaya



曾经take过的大型project
Kuala Lumpur International Airport (KLIA),
KL's Light Rail Transit System
the CyberJaya Flagship Zone 

公司重要的人物:Tan eng Piow

  • 59岁
  • founder之一
  • 1977年在马大毕业(civil engineering)
  • 拥有35+在construction的经验
1994年上市

Group structure
Construction,
Property Development
Health Care(Optimax)专门做关于眼睛的东西
Manufacturing and Trading 
Others

2013 EPS ;7.44 ; NTA : 0.88 ; ROE:8.45(7.44/0.88)
2012 EPS ;4.64
2011 EPS ;20.49
2010 EPS ; 48.61 

Current Order Book
  • Symphony hill, Cyberjaya( 277.4 million)
  • City campus development (111.8m)
  • Setia walk (65.6m)
  • Johor(37.3m)
  • Kelana jaya LRT (46.9m)
  • Ampang LRT(59.255m)
  • Shop office (79.4m)63 units 2 storey terrace houses at Zone 10E, Precinct 11, Putrajaya for a contract sum of RM20,528,529.80 (“the Contract 1”).

  • 25 units 2 storey shop office, 4 units 3 storey shop office and associated works at Precinct 8, Putrajaya for a contract sum of RM12,878,676.20 (“the Contract 2”)

Landbank 市价大概600m(MD表示地价为成熟,等到地价成熟才愿意拿出来发展)

我是在0.69买进mitra
现价0.91
PE:12.23

虽然股价已经上浮许多,可是仔细观察可以发现tan eng piow 一直在买回股票
proposed buy back