Samaiden Bags First RE Contract In Kedah, Eyeing 10% of CGPP's RM2.4b Jobs
Samaiden Bags First RE Contract In Kedah, Eyeing 10% of CGPP's RM2.4b Jobs
As at 4:07pm on Tuesday (October 1), Samaiden's stock traded at RM1.06. (Stock updates from )Market analysts hail Samaiden Group Berhad (Samaiden) for its first Renewable Energy (RE) contract win for the current financial year (FY2024/25), as the group anticipates more contracts along the green energy path.
市场分析师们赞扬Samaiden集团Berhad（Samaiden）在本财政年度（FY2024/25）首次赢得可再生能源（RE）合同，该集团预计将在绿色能源道路上获得更多合同。
Kenanga has awarded an OUTPERFORM rating and a target price of RM1.51 for Samaiden, acknowledging the group's first contract win in the financial year to end June 30,2025 (FY2024/25).
肯纳加授予Samaiden OUTPERFORM评级，并设定了RM1.51的目标价，承认该集团在截至2025年6月30日的财政年度中赢得的首个合同（FY2024/25）。
Meanwhile, RHB has reiterated its BUY call and upgraded the target price to RM1.33, also viewing positively the group's first contract win that reflects its strong position in the solar energy field.
与此同时，RHB重申了其买入看涨建议，并升级了目标价至RM1.33，也积极看待该集团的首个合同赢得，反映了其在太阳能领域的强势地位。
As at 4:07pm on Tuesday (October 1), Samaiden's stock traded at RM1.06. (Stock updates from )
截至10月1日周二下午4:07，Samaiden的股票价格为RM1.06。（股票更新来自）
The EPCC (Engineering, Procurement, Construction and Commissioning) contract from Legasi Green Power Sdn Bhd involves the development of a 14-Megawatt (MW) large-scale solar (LSS) power plant in Sungai Petani, Kedah. The project, part of the Corporate Green Power Programme (CGPP), is expected to be completed by Q3CY2025.
来自Legasi Green Power私人有限公司的EPCC（工程、采购、施工和调试）合同涉及在吉打州双溪巴东发展一个14兆瓦（MW）大型太阳能（LSS）电厂。该项目是企业绿色电力计划（CGPP）的一部分，预计将于2025年第三季度完成。
This is the first key job win in FY2024/25 for Samaiden, boosting its outstanding order book by over 15% (Kenanga: 16%; RHB: 17%) to RM365.5m as it is on track to achieve its annual job win target of RM210m.
这是Samaiden在FY2024/25年度的第一个关键项目赢得，使其订单薄增加了超过15%（肯纳加：16%; RHB：17%）至RM36550万，因为该公司正朝着实现年度项目赢得目标RM21000万的方向前进。
Given that CGPP projects typically offer higher Internal Rate of Return (IRR), the gross profit margin is estimated to be in the range of 14%-16%.
鉴于CGPP项目通常提供更高的内部收益率（IRR），毛利润率预计在14%-16%的范围内。
IRR is the expected compound annual rate of return that will be earned on a project or investment, often viewed as the discount rate that makes the net present value (NPV) of a project zero.
IRR是预期获得的项目或投资的复合年回报率，通常被视为使项目净现值（NPV）为零的贴现率。
In the immediate term, analysts expect a strong influx of job opportunities driven by the 800MW CGPP with an end-2025 completion deadline and an additional 500MW quota under the New Energy Metering (NEM) initiative.
分析师预计，受到800MW CGPP项目和2025年底完工期限以及新能源计量（NEM）计划下额外的500MW配额推动，即将出现大量的就业机会。
Samaiden is expected to stand a strong chance to secure around 10%, or RM240m, of the RM2.4b EPCC jobs under CGPP initiative.
Samaiden有望在CGPP项目中获得约10％，或2.4亿令吉的EPCC工作机会。
According to RHB sources, Samaiden previously indicated its intention to secure at least 100MW of EPCC jobs under CGPP, in addition to its 43.3MW gross assets under the programme.
根据RHb消息来源，Samaiden此前表示其意图在CGPP项目中至少获得100MW的EPCC工作机会，还有该项目下43.3MW的总资产。
