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Gamuda To Garner Local Projects In 2025 From Three Growth Drivers Including Digital Infra

Gamuda To Garner Local Projects In 2025 From Three Growth Drivers Including Digital Infra

Gamuda将在2025年从三个增长驱动因素中获得本地项目,包括数字基础设施。
Business Today ·  12/12 22:05
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Gamuda Bhd
Gamuda有限公司

Gamuda Bhd will accelerate jobs locally in the coming quarters of financial year 2024/25 stemming from its core business segments namely construction especially data centre and renewable energy projects, cloud and artificial intelligence (AI) infrastructure, as well as property development, according to Kenanga Investment Bank Bhd (Kenanga Research). Note: FY2024/25 refers to Financial year ending 31 July 2025

根据Kenanga投资银行(Kenanga Research)的报告,Gamuda有限公司将在2024/25财年的接下来的几个季度加速本地的施工,尤其是数据中心和可再生能源项目、云计算与人工智能(AI)制造行业,以及房地产开发。注:FY2024/25指截至2025年7月31日的财年

Gamuda expects three new growth drivers over the next three years, including Energy Transition (ET) through data centres and renewables, cloud digital and AI from its new ventures and quick turnaround projects (QTP) in the property segment especially the Vietnamese market.

Gamuda预计在接下来的三年中将会有三个新的增长动力,包括通过数据中心和可再生能源实现的能源转型(ET)、云数字和人工智能来自其新业务以及在房地产领域特别是越南市场的快速转型项目(QTP)。

Kenanga Research has maintained the OUTPERFORM call for Gamuda and the target price of RM10.80, offering a premium of RM1.05 over current market pricing.

Kenanga Research对Gamuda继续维持看涨评级,并将目标价定为RM10.80,给予当前市场价格RM1.05的溢价。

As at 12:30am Dec 13, Gamuda traded at RM9.75. (Stock updates from Bursa Malaysia)

截至12月13日凌晨12:30,Gamuda的交易价格为RM9.75。(马来西亚证券交易所的股票更新)

Gamuda's first quarter FY2024/25 net profit of RM205.4 million (RM205,393,000) came in at 15% of Kenanga's estimate was deemed within expectation in view of stronger earnings in the coming quarters. The builder declared a first interim dividend per share of 5.0 sen in the quarter under review against 6.0 sen paid out in the corresponding quarter in the previous financial year. Its 1-for-1 bonus shares will be listed and quoted on Dec 23, also the same day where Gamuda's inclusion into the FBM KLCI takes effect.

Gamuda在2024/25财年第一季度的净利润为RM20540万(RM205,393,000),占Kenanga的预计的15%,考虑到未来几个季度更强劲的收益,这一结果被视为符合预期。该建筑公司在审查季度宣布了每股股息5.0仙的首期中期股息,而去年同期支付的为6.0仙。其1:1的红股将于12月23日上市和报价,Gamuda的FBM KLCI纳入同样将在该日生效。

Recently, Bursa Malaysia announced that Gamuda and 99 Speed Mart Retail Holdings Bhd have been included as constituents of FTSE Bursa Malaysia KLCI (FBM KLCI) which tracks the aggregate market movement of 30 largest companies on Bursa's Main board by market capitalisation. (FTSE: Financial Times Stock Exchange)

最近,马来西亚证券交易所宣布Gamuda和99 Speed Mart零售控股有限公司已被纳入FTSE马来西亚KLCI(FBM KLCI),该指数跟踪马来西亚证券交易所主板市值最大30家公司的市场总体走势。(FTSE:金融时报证券交易所)

Gamuda's revenue in the first financial quarter ended 31 October 2024 rew substantially by 47% year-on-year to nearly RM4.14 billion (RM4,136,094,000), from over RM2.80 billion recorded in the corresponding quarter a year ago, owing to higher overseas projects billings by Gamuda Engineering (GE), especially from Australia. Though, quarterly net profit expanded by a smaller percentage of 5% to RM205.4m

Gamuda在截至2024年10月31日的第一财季的营业收入同比大幅增长47%,达近RM41.4亿(RM4,136,094,000),相比去年同期的RM28亿,主要由于Gamuda Engineering(GE)在境外项目的账单增加,特别是来自澳洲。尽管如此,季度净利润增长幅度较小,仅增长5%,达RM20540万。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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