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[公司专区] 6238 HSL 福勝利

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发表于 2016-3-1 06:33 | 显示全部楼层
福勝利財團 獲2.8億變電站合約
  2016年2月29日
 (吉隆坡29日訊)福勝利(HSL,6238,主要板建築)宣佈,與東亞Larsen & Toubro私人有限公司和Larsen & Toubro有限公司的聯合財團獲砂拉越能源公司(Sarawak Energy Bhd),獲頒發總值2億8090萬令吉的變電站建設合約。

 根據馬證交所報備文件,該變電站將建于砂拉越州民都魯沙馬拉祖。



 根據該合約,福胜利將負責土方工程、打樁、土木基建工程、建筑与相關机械和電气工程,總值5821萬1141令吉。

 是項合約為期21個月,始于今年3月7日,料在期限內積極貢獻公司盈利和凈資產。http://www.chinapress.com.my/201 ... %E5%90%88%E7%B4%84/

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发表于 2016-3-1 14:43 | 显示全部楼层
福胜利领军财团 获砂能源2.8亿合约 2016-03-01 14:07


(吉隆坡29日讯)福胜利(HSL,6238,主板建筑股)与财团,获砂拉越能源颁发变电站建筑合约,总值2亿8090万2089令吉。
根据文告,福胜利携手Larsen & Toubro有限公司和Larsen & Toubro(东亚)私人有限公司所组成的财团,获砂拉越能源颁发合约,在民都鲁的沙马拉祖负责Samalaju-2变电站项目。
该公司负责的项目范围,包括土木工程、打桩、民用基建工程、建筑及相关的机械和电气工程,乃值5821万1141令吉。
合约为期21个月,预计会在3月7日动工。http://www.nanyang.com/node/750512?tid=462




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发表于 2016-3-10 14:50 | 显示全部楼层
MATERIAL LITIGATION MATERIAL LITIGATION IN THE HIGH COURT OF KUCHING IN SARAWAK, MALAYSIABETWEEN HOCK SENG LEE BERHAD AGAINST DATUK YII CHI HAU, YII CHEE MING, YII CHEE HIONG AND YII CHEE PING                                                                       
HOCK SENG LEE BERHAD
                        
                                        
TypeAnnouncement
SubjectMATERIAL LITIGATION
                                
DescriptionMATERIAL LITIGATION IN THE HIGH COURT OF KUCHING IN SARAWAK, MALAYSIABETWEEN HOCK SENG LEE BERHAD AGAINST DATUK YII CHI HAU, YII CHEE MING, YII CHEE HIONG AND YII CHEE PING
                                                                                                                        Further to the announcement on material litigation made on 11 September 2015, 2 December 2015 and the updates provided via our Quarterly Report announcement released on 26 November 2015 and 25 February 2016, Hock Seng Lee Berhad wishes to inform that on 9 March 2016, the Kuching High Court has strike out the action upon application by the defendants.  The Board will seek advice from its legal counsel in-respect of any appeal moving forward.

The Company will make the necessary announcement on further development of this matter in due course.
                                            
                                       
                                    
                                
                        
                        
                                                                        
                        
                                                                Announcement Info                                       
Company Name                                                                         HOCK SENG LEE BERHAD                                                       
Stock Name HSL
Date Announced10 Mar 2016
CategoryGeneral Announcement for PLC
Reference NumberGA1-10032016-00001
                                         


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发表于 2016-3-16 11:00 | 显示全部楼层
today the share price shoots up a lot... probably it will announce some big project wins (Pan Borneo Highway, flood mitigation, other rural development, waste water treament, etc)... time to fly for this counter...

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发表于 2016-3-17 13:34 | 显示全部楼层
http://www.bursamalaysia.com/mar ... ll&company=6238

OTHERS AWARD OF CONTRACT

HOCK SENG LEE BERHAD

Type        Announcement
Subject        OTHERS
Description        AWARD OF CONTRACT
The Board of Directors of Hock Seng Lee Berhad (“HSL”) is pleased to announce that the consortium of Kumpulan Nishimatsu Hock Seng Lee has been awarded a contract by the State Government of Sarawak through Jabatan Perkhidmatan Pembetungan Sarawak, worth Ringgit Malaysia Seven Hundred Fifty Million Only (RM750,000,000.00) for the Kuching City Central Wastewater Management System: Centralized Sewerage For Kuching City Centre (Package 2) (“the Project”).

Hock Seng Lee Berhad has 75% equity in the Consortium.  The scope of works for the Project includes construction and commissioning of the wastewater treatment plant, main, secondary and tertiary lines, property connections, provision of process plant and equipment, related building works, mechanical and electrical works.

The contract period for the completion and commissioning of the wastewater treatment plant and the sewer networks is seventy two (72) months.  The contract is expected to contribute positively to the earnings and net assets of HSL Group as the Project progresses during the contract period. However, the transaction will not have any effect on the share capital and substantial shareholdings of HSL.

None of the directors and/or major shareholders of HSL or persons connected to them have any interest, direct or indirect, in the above contract.

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发表于 2016-3-17 13:35 | 显示全部楼层
haha... exactly like what i just mentioned yesterday... more to come from Pan Borneo highway and SCORE...

点评

Hi fren, sometimes share price will fluctuate a bit even with good quarter results or new project awards... but that is normal.. as long as it will go up in long term due to its good fundamentals.....  发表于 2016-3-18 14:26
因为要突破三年多的新高不容易。但是,过不久应该会破的。  发表于 2016-3-17 22:46
But why the price drop after announcement?  发表于 2016-3-17 22:24

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发表于 2016-3-17 14:35 | 显示全部楼层
OTHERS AWARD OF CONTRACT                                                                       
HOCK SENG LEE BERHAD
                        
                                        
TypeAnnouncement
SubjectOTHERS
                                
DescriptionAWARD OF CONTRACT
                                                                                                                        The Board of Directors of Hock Seng Lee Berhad (“HSL”) is pleased to announce that the consortium of Kumpulan Nishimatsu Hock Seng Lee has been awarded a contract by the State Government of Sarawak through Jabatan Perkhidmatan Pembetungan Sarawak, worth Ringgit Malaysia Seven Hundred Fifty Million Only (RM750,000,000.00) for the Kuching City Central Wastewater Management System: Centralized Sewerage For Kuching City Centre (Package 2) (“the Project”).

Hock Seng Lee Berhad has 75% equity in the Consortium.  The scope of works for the Project includes construction and commissioning of the wastewater treatment plant, main, secondary and tertiary lines, property connections, provision of process plant and equipment, related building works, mechanical and electrical works.

The contract period for the completion and commissioning of the wastewater treatment plant and the sewer networks is seventy two (72) months.  The contract is expected to contribute positively to the earnings and net assets of HSL Group as the Project progresses during the contract period. However, the transaction will not have any effect on the share capital and substantial shareholdings of HSL.

None of the directors and/or major shareholders of HSL or persons connected to them have any interest, direct or indirect, in the above contract.
                                            
                                       
                                    
                                
                        
                        
                                                                        
                        
                                                                Announcement Info                                       
Company Name                                                                         HOCK SENG LEE BERHAD                                                       
Stock Name HSL
Date Announced17 Mar 2016
CategoryGeneral Announcement for PLC
Reference NumberGA1-17032016-00020
                                         


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发表于 2016-3-17 21:26 | 显示全部楼层
财经  2016年03月17日
获7亿砂政府合约 福胜利古晋建污水处理厂

(吉隆坡17日讯)福胜利(HSL,6238,主板建筑股)旗下的Kumpulan Nishimatsu Hock Seng Lee財团,获得砂拉越州政府颁发总值7亿5000万令吉的合约,负责建筑及装配古晋污水处理厂。

这项合约是通过砂拉越排污设备服务部颁发,以在古晋市中心建筑及装配污水处理厂、產业链接、提供处理厂房及设备、相关建筑工程以及机电工程等。福胜利拥有该財团75%股权。

这项建筑安装及和原有的排污系统连接的工程,期限为72个月,并预计將对该公司的盈利及净资產带来正面贡献。

有望获更多项目

福胜利是砂拉越主要的建筑商,也被认为是在砂拉越选举前政府在当地推出更多基建项目的主要受惠者。

该公司在2月底已经宣布,通过联营公司,获得5820万令吉的民都鲁分电站合约,马银行投行分析员认为,以该公司良好的记录,福胜利有望获得更多大型的基建项目。

隨著古晋污水处理工程颁发,今年接下来將陆续颁出的有泛婆罗洲大道的多项配套。

马银行投行及大马投行均给予该股「买入」评级以及目標价2.25令吉。丰隆投行则上调其评级至「买入」,目標价为2.53令吉。

该公司股价今日一度上扬13仙或6.5%,至2.13令吉,最终收窄涨幅,闭市报2.03令吉,涨3仙或1.5%,成交量为816万8900股。http://www.orientaldaily.com.my/business/cj767817

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发表于 2016-3-18 14:23 | 显示全部楼层
http://www.bursamalaysia.com/mar ... nouncements/5033889

2 projects awarded in a row within 2 days!!! this time RM1.7 Billion... (still less than the biggest donation RM2.6 Billion anayway, haha)...

OTHERS AWARD OF CONTRACT

HOCK SENG LEE BERHAD

Type        Announcement
Subject        OTHERS
Description        AWARD OF CONTRACT
The Board of Directors of Hock Seng Lee Berhad (“HSL”) is pleased to announce that the Consortium of Hock Seng Lee Berhad – Dhaya Maju Infrastructure (Asia) Sdn. Bhd. Joint Venture, an unincorporated joint venture between Hock Seng Lee Berhad and Dhaya Maju Infrastructure (Asia) Sdn. Bhd., has been awarded a Contract by Lebuhraya Borneo Utara Sdn Bhd for the DEVELOPMENT AND UPGRADING OF THE PROPOSED PAN BORNEO HIGHWAY IN THE STATE OF SARAWAK, MALAYSIA - PHASE 1: BINTANGOR JUNCTION TO JULAU JUNCTION AND SIBU AIRPORT TO SG. KUA BRDIGE (INCLUDING BATANG RAJANG BRIDGE).  The Project is worth Ringgit Malaysia One Thousand and Seven Hundred and Ten Million, Four Hundred and Thirty One Thousand, Seven Hundred and Eighteen and Sen Ninety Only (RM1,710,431,718.90) and Hock Seng Lee Berhad has 70% equity in the Consortium.

The scope of works for the Project includes earth works, piling, drainage works, road works, interchanges, bridges and its related mechanical and electrical works.

The contract period for the completion of the Project is 51 months.   The Contract is expected to contribute positively to the earnings and net assets of HSL Group as the Project progresses during the contract period. However, the transaction will not have any effect on the share capital and substantial shareholdings of HSL.

None of the directors and/or major shareholders of HSL or persons connected to them have any interest, direct or indirect, in the above contract.

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发表于 2016-3-18 14:24 | 显示全部楼层
let me share more facts and some simple maths calculation... HSL 2015 Revenue was RM654,736,000. EPS was 13.87.
The 1st project RM750million x 0.75 = RM562.50million over 6 years.. which means additional revenue of RM93.75million a year...
next, 2nd new project: RM 1,710,431,718 x 0.7 = RM1.1973Billion over 51 months = RM281.718million additional revenue per year...

so u add up these numbers:
2016 revenue will be roughly RM654.736+RM93.75+RM281.718million = RM1030.204million!!!
EPS is estimated to be 13.87sen / 654.736 * 1030.204 = 21.82 sen (up 57%)...

if PE is 15, the price will be RM3.27...
Do u think PE 15 is too high? think about it, what is the focus right now? Sarawak projects.. and more projects from Pan Borneo Phase 2, 3... etc.. and SCORE projects will come in... so dun be surprised the EPS will be more than 21.82 sen in 2016 if HSL win more projects...

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发表于 2016-3-18 14:29 | 显示全部楼层
负责古晋废水处理厂 福胜利获7.5亿合约 2016-03-18 10:21


(吉隆坡17日讯)福胜利(HSL,6238,主板建筑股)宣布,连同Kumpulan Nishimatsu福胜利财团获得砂州政府颁发的古晋中央废水管理系统工程配套2,合约价值为7亿5000万令吉。
根据文告,该项工程包括兴建和调试废水处理厂,以及提供加工厂和设备、相关建筑、机械和电力工程。
该项废水处理厂的完工和调试期限为72个月,预计会对集团净利和净资产带来贡献。
目前,福胜利持有该财团的75%股权。
受这项利好带动,福胜利股价一度扬升13仙,或6.5%,至2.13令吉的全日最高价。
该股闭市时收于2.03令吉,全日扬3仙,或1.5%,成交量为816万8900股。http://www.nanyang.com/node/753104?tid=462




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发表于 2016-3-18 14:44 | 显示全部楼层
OTHERS AWARD OF CONTRACT                                                                       
HOCK SENG LEE BERHAD
                        
                                        
TypeAnnouncement
SubjectOTHERS
                                
DescriptionAWARD OF CONTRACT
                                                                                                                        The Board of Directors of Hock Seng Lee Berhad (“HSL”) is pleased to announce that the Consortium of Hock Seng Lee Berhad – Dhaya Maju Infrastructure (Asia) Sdn. Bhd. Joint Venture, an unincorporated joint venture between Hock Seng Lee Berhad and Dhaya Maju Infrastructure (Asia) Sdn. Bhd., has been awarded a Contract by Lebuhraya Borneo Utara Sdn Bhd for the DEVELOPMENT AND UPGRADING OF THE PROPOSED PAN BORNEO HIGHWAY IN THE STATE OF SARAWAK, MALAYSIA - PHASE 1: BINTANGOR JUNCTION TO JULAU JUNCTION AND SIBU AIRPORT TO SG. KUA BRDIGE (INCLUDING BATANG RAJANG BRIDGE).  The Project is worth Ringgit Malaysia One Thousand and Seven Hundred and Ten Million, Four Hundred and Thirty One Thousand, Seven Hundred and Eighteen and Sen Ninety Only (RM1,710,431,718.90) and Hock Seng Lee Berhad has 70% equity in the Consortium.
The scope of works for the Project includes earth works, piling, drainage works, road works, interchanges, bridges and its related mechanical and electrical works.
The contract period for the completion of the Project is 51 months.   The Contract is expected to contribute positively to the earnings and net assets of HSL Group as the Project progresses during the contract period. However, the transaction will not have any effect on the share capital and substantial shareholdings of HSL.

None of the directors and/or major shareholders of HSL or persons connected to them have any interest, direct or indirect, in the above contract.
                                            
                                       
                                    
                                
                        
                        
                                                                        
                        
                                                                Announcement Info                                                                                       
Company Name                                                                         HOCK SENG LEE BERHAD                                                       
Stock Name HSL
Date Announced18 Mar 2016
CategoryGeneral Announcement for PLC
Reference NumberGA1-18032016-00025

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发表于 2016-3-18 15:14 | 显示全部楼层
好多大Projects。。

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发表于 2016-3-18 15:16 | 显示全部楼层
dun forget there are a total of 10 packages for Pan Borneo Highway and there are more to come... total Pan Borneo project is >RM16billion.. and dun forget about SCORE projects.. and other rural development projects... the share price can easily hit RM3-RM4

点评

Yes, projects worth billions...  发表于 2016-3-21 10:48
Sarawak Corridor Of Renewable Energy... http://www.recoda.com.my/  发表于 2016-3-21 10:47
What is SCORE project? High value?  发表于 2016-3-19 08:55

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发表于 2016-3-18 15:17 | 显示全部楼层
Better margins than previous package. To recap, HSL
was awarded Package 1 (RM452m) of the same wastewater
project back in Oct 2008 which was completed last year. The
difference this time around is that HSL is now undertaking
the main contractor role as opposed to a subcontractor
previously. As such, we opine that margins for this recent
package are likely to be higher than the previous one.


Positive surprise. HSL had been eying the Package 2 sewerage project for
some time. The latest award is a positive surprise given that HSL has a 75%
stake in the consortium, compared to only a 30% stake in Package 1, where its
involvement was mostly sub-contracting work.

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发表于 2016-3-18 15:17 | 显示全部楼层
which means for the EPS will increase more significantly vs the increase in revenue due to better profit margin... so my estimate of 21.82 sen may need to be revised to a higher number...

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发表于 2016-3-18 17:43 | 显示全部楼层
新工程陸續有來‧福勝利攫取合約能力佳2016-03-18 17:19





(吉隆坡18日訊)●新聞


福勝利(HSL,6238,主板建筑組)與西松建設(Nishimatsu)組成的財團,昨日宣佈獲得砂州政府頒發總值7億5千萬令吉的古晉中央廢水管理系統工程配套2。福勝利佔該財團的75%股權,完工期限為期72個月。



●分析

福勝利被視為砂拉越發展下最大的受惠公司之一,在砂大選年,加上政府積極發展砂州基建,預料該公司攫取合約能力持續,新合約陸續有來。

泛婆羅洲(Pan Borneo)和砂拉越再生能源走廊(SCORE)基建工程將在今年陸陸續續頒發,而該公司在海事工程上經驗豐富,面對以沼澤地形為主的砂拉越州,將使該公司競標機會大為提高。

假設該公司成功攫取14億泛婆羅洲大道的合約,這將推高該公司的訂單額外增加80%至22億令吉。

在福勝利宣佈該消息後,分析員認為該工程賺幅比以往多,並使公司的訂單增長大幅度加速,紛紛調高未來兩年財測,從8%至18%不等。

在該公司宣佈獲頒發該工程後,證券行都看好該公司未來獲取訂單會再創新高。

豐隆研究大幅上調2016財年工程目標,從原有的5億令吉調高至15億令吉,因此同步調高未來兩年財測8%和18%。

肯納格研究也在預測今年合約目標為15億令吉後,調高2016年和2017年財測8.3%和11.1%,分別達9千330萬和9千920萬令吉。

大馬投銀研究分別調高2016年和2018年的財測7%,但卻因為該公司2015年獲頒發6億令吉的工程,有高達80%將在2016年完成,因此下調2017年財測的14%。

大眾研究因合約攫取在預期,維持財測不變。

豐隆認為,回溯過去,福勝利在2008年貨頒發古晉中央廢水管理系統工程配套1,並在去年完成。但該公司從上次的二手承包商升格為主要承包商,因此其賺幅會比上次更高。

肯納格則表示,若估計該公司的稅前賺幅為10%,該項工程至少會為該公司每年帶來700萬的盈利。

豐隆補充,該公司今年第一季所獲得的合約高達6億2千100萬令吉。本季的表現就比往年4季的新獲得2.5億令吉至3億令吉的合約來得多。

豐隆預估福勝利今年手上握有的合約將會增倍,這將強化其未來獲利能力,其訂單與建築營業額的比率為2倍。(星洲日報/財經‧報道:傅文耀)







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发表于 2016-3-18 17:44 | 显示全部楼层
福勝利獲砂17.1億大道首期合約2016-03-18 17:18





(吉隆坡18日訊)福勝利(HSL,6238,主板建筑組)宣佈該公司與Dhaya Maju私人有限公司組成的財團,獲得砂州政府頒發17億1千零43萬2千令吉合約的泛婆羅洲(Pan Borneo)大道工程第一期合約。


該公司發文告表示,這項工程內容包括地面工作、打樁、排水工程、路面工程、交流道建造、橋樑工作以及相關的、工程以及電力工程等。



工程地點範圍位於民丹莪(Bintangor)路口至Julau路口以及詩巫機場至雙溪Kua橋(包括Batang Rajang橋),工程為期51個月。

福勝利佔該財團的70%股權。(星洲日報/財經)







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发表于 2016-3-19 15:40 | 显示全部楼层
福胜利财团获17.1亿合约 泛婆罗洲大道发展升级工程 2016-03-19 11:09


(吉隆坡18日讯)福胜利(HSL,6238,主板建筑股)宣布,连同Dhaya Maju基建(亚洲)私人有限公司组成的财团获得东马泛婆罗洲大道(Pan Borneo Highway)发展和升级工程,合约价值为17亿1043万令吉。
根据文告,该项工程涵盖了土地、打桩、排水、道路、接合点、桥及相关机械和电力工程。
这是从Bintangor路口至Julau路口,及诗巫机场圆环至Sungai Kua桥,包括Batang Rajang桥的第一期工程。
该合约完工期限为51个月,预计对集团净利和净资产带来贡献。
福胜利持有该财团的70%股权。
早前,分析员预计泛婆罗洲大道会在释出总值154亿令吉的工程配套和建材供应合约。
这条全长1089公里的泛婆罗洲大道中,,长达746公里的三马丹(Sematan)至美里道路工程已在去年10月完成招标程序,分析员预计首季会陆续颁发主要工程配套。
3月初,金轮企业(KIMLUN,5171,主板建筑股)和亿强工程(ZECON,7028,主板建筑股)的联营公司,获得“配套3”工程,既泛婆罗大道Serian圆环至Pantu Junction的发展和升级工程,总值14亿6077万3150令吉。
这也是福胜利连续第二天宣布获颁新合约,显著推高该公司的合约订单。
福胜利昨日也通过持有75%股权的Kumpulan Nishimatsu福胜利财团,获得砂州政府颁发的古晋中央废水管理系统工程配套2,合约价值为7亿5000万令吉。http://www.nanyang.com/node/753193?tid=462




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