WHICH SECTOR AND COMPANY IN

MALAYSIA MIGHT BE ATTRACTIVE

FOR MR ROGERS INVESTMENT?
Malaysian Economy
Belt-Road Initiative (OBOR)
Malaysia
1. the recipient of more thanUS$200 billion
worth of Chinese infrastructure and real
estate investment
2. the principal ASEAN partner in Chinas
OBOR.
3. Need to upgrade its infrastructure to attract
larger foreign investors and boost its economy
4. Local contractors could gain benefit
 Potential Investment

1. IJM Corporation Berhad (Construction)

2. Gamuda Berhad (Construction)
 IJM Corporation Berhad

strong balance sheet enables it to fund larger-

scale projects
construction division exhibit the strongest look
over the past 10 years
New Project
-Work Package S203 of MRT line 2
-contract worth RM342.3 mil
-new earnings amounting RM24 mil is
expected
 IJM Corporation Berhad

2014 2015 2016

Dividend 56,469 256,054 107,198

Earning per 59.06 14.75 22.22
share (cent)
11.8 21.3 15.5
P/E
12.31% 5.71% 8.79%
ROE

Free Cash Flow Yes Yes

 Gamuda Berhad

recorded high net profit at RM170.9 mil in

3QFY2017
Construction segment remained appealing
with rapid momentum gaining project of
KVMRT line 2
The group posted strong property sales of
RM630m in 3QFY17
 Gamuda Berhad

2014 2015 2016

Dividend 277,388 285,243 289,459

Earning per
share (cent) 31.29 28.94 25.99

P/E 15.1 18.8 21

ROE 13.90% 11.60% 9.50%

Free Cash Flow Yes Yes

Recommended Investment

1. IJM Corporation Berhad (Construction)

2. Gamuda Berhad (Construction)
The End