Monday, March 21, 2011

Mudajaya at 8-day high, CIMB Research TP RM7.94

KUALA LUMPUR: Shares of infrastructure-based Mudajaya Corp Bhd rose to an eight-day high in intra-day trade on Monday, March 21 as investors viewed the company had more upside while CIMB Equities Research had a Target Price of RM7.94.

At 3.06pm, it was up 26 sen to RM4.86 with 1.28 million shares done.

The FBM KLCI rose 2.82 points to 1,506.71. Turnover was 577.15 million shares valued at Rm736.65 million. There were 460 gainers, 216 losers and 248 stocks unchanged.

CIMB Research continued to be optimistic about Mudajaya's prospects for 2011 with the rollout of power plant extension jobs and implementation of the MRT SBK line and LRT extensions.

The research house said a bonus would be success in clinching regional power plant ventures which would be long-term positive for the group.

'The stock is trading at a hefty discount of 54% to its RNAV compared to 33%-47% discounts for other CONSTRUCTION [] stocks under our coverage. On a price-to-earnings basis, it is also cheap at CY11 to CY12 price-to-earnings of 6.0 to -7.0 times compared to the construction sector average of 16 to 20 times.

'We maintain our EPS forecasts, BUY call and target price of RM7.94, pegged to an unchanged 20% RNAV discount. The award of projects holds the key to share price re-rating,' it said.

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