Cahya Mata Sarawak Bhd

Re: Cahya Mata Sarawak Bhd

Postby winston » Wed Sep 26, 2018 9:18 am

not vested

Temporary Weakness; Expect Strong Earnings In 2H18

We view share price weakness as an opportunity to accumulate as earnings remain intact.

In more positive news, construction of the MPA plant started on 1 Sep 18.

OMH was included in S&P/ASX 300 on 24 Sep 18, giving it a broader exposure to the equity
market.

Maintain BUY. Target price of RM4.20 implies 13.6x 2019F PE.

Source: UOBKH

https://research.uobkayhian.com/content ... 73f8ce7378
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston
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Re: Cahya Mata Sarawak Bhd

Postby winston » Wed Nov 14, 2018 9:36 am

not vested

Cahya Mata Sarawak (CMS MK)

3Q18 Results Preview: Expect Decent Earnings With Further Improvement In 4Q18 Driven By Strong Sales At OM Sarawak

We expect CMS’ 3Q18 earnings to be decent with stronger production and sales volume at OM Sarawak despite softer qoq ASP.

This should help mitigate any potential weakness in the other core divisions which could be impacted by the slow roll-out of mega projects.

Seasonally, 4Q18 earnings would be even stronger with improvement at the cement, construction materials and road maintenance divisions.

Maintain BUY. Target price of RM4.20 implies 13.6x 2019F PE.

Source: UOBKH

https://research.uobkayhian.com/content ... 0f4a7b5380
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 103041
Joined: Wed May 07, 2008 9:28 am

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