Saturday, 5 January 2019

浅谈建筑业(系列一)



大马建筑行业很大很广,上市的建筑公司也有好几十家。在2019年里都会持续跟踪建筑行业。

笔者想分享自己在筛选大马建筑公司的几个条件,如下;

1)该选择拥有良好执行力的土著建筑公司。"新大马"政策的土著议程不变。土著公司在工程竞标中的竞争较少,可以维持应有的赚副。

2)建筑公司的姐妹公司/控股公司/股东是地产开发商,能够把建筑合约颁发给"自己人",所谓肥水不流外田。当然,选择这样的公司,股票投资散户需要对相关的公司管理层诚信有一定程度的了解,才可买入。

3) 建筑行业有周期性,所以选择的建筑公司需拥有建筑行业为本以外的业务,例如些地产,大道concession ,发电厂合约,REITs, 粽油业务等的辅助性业务。一定程度的多元化和能持续创造现金流的业务,有助于建筑公司在面对的经济循环周期或不可预测的突发事件可以安稳渡过难关。

4)拥有高额的建筑订单和拥有良好的现金流。建筑公司的债务因为行业性质的原因,债务都会高于其他的行业。如果选择买入建筑股,就需跟着建筑行业的标准来审查公司的财务状况。以消费类型行业的财政标准来判断建筑行业,是鸡蛋里挑骨头。

5)拥有专业的工程技术和竞标团队。这个标准只有在行业内的春江鸭能深入的了解,但也可以通过公司的财报做出判断。笔者的投资团队里有几个建筑业内人士,有助于笔者在判断建筑行业的大环境中有更精准的判断。

接下来,笔者会分享大部分建筑公司手头上的order book/工程合约和个别建筑公司的介绍。如有兴趣的读者可加入

以上文章纯属分享,并没有买卖建议

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