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.
市場分析師們讚揚Samaiden集團Berhad（Samaiden）在本財政年度（FY2024/25）首次贏得可再生能源（RE）合同，該集團預計將在綠色能源道路上獲得更多合同。
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).
肯納加授予Samaiden OUTPERFORM評級，並設定了RM1.51的目標價，承認該集團在截至2025年6月30日的財政年度中贏得的首個合同（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.
與此同時，RHB重申了其買入看漲建議，並升級了目標價至RM1.33，也積極看待該集團的首個合同贏得，反映了其在太陽能領域的強勢地位。
As at 4:07pm on Tuesday (October 1), Samaiden's stock traded at RM1.06. (Stock updates from )
截至10月1日週二下午4:07，Samaiden的股票價格爲RM1.06。（股票更新來自）
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.
來自Legasi Green Power私人有限公司的EPCC（工程、採購、施工和調試）合同涉及在吉打州雙溪巴東發展一個14兆瓦（MW）大型太陽能（LSS）電廠。該項目是企業綠色電力計劃（CGPP）的一部分，預計將於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.
這是Samaiden在FY2024/25年度的第一個關鍵項目贏得，使其訂單薄增加了超過15%（肯納加：16%; RHB：17%）至RM36550萬，因爲該公司正朝着實現年度項目贏得目標RM21000萬的方向前進。
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%.
鑑於CGPP項目通常提供更高的內部收益率（IRR），毛利潤率預計在14%-16%的範圍內。
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是預期獲得的項目或投資的複合年回報率，通常被視爲使項目淨現值（NPV）爲零的貼現率。
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.
分析師預計，受到800MW CGPP項目和2025年底完工期限以及新能源計量（NEM）計劃下額外的500MW配額推動，即將出現大量的就業機會。
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項目中獲得約10％，或2.4億令吉的EPCC工作機會。
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.
根據RHb消息來源，Samaiden此前表示其意圖在CGPP項目中至少獲得100MW的EPCC工作機會，還有該項目下43.3MW的總資產。
