Friday, June 29, 2012

Gamuda: Maintain Buy - Tracking Expectations

Results in line. 9MFY7/12 net profit of MYR407m (+36% YoY), which included a gain from the sale of land in Celadon City, was 76% of our full-year forecast and 78% of consensus. We maintain our forecasts, which imply 27% growth in FY12. There is also no change to our MYR4.10 RNAV-based TP and BUY call. The stock offers value, at 11.9x FY7/13 earnings, and 16% upside to our target.

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Source: Maybank Research - 29 June 2012

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