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investing principles Member Star
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Joined Aug 2020
Country MALAYSIA
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STOCK: GDB (0198)

Blog 22 Aug 2020, 1:07:39 PM

GDB Holding-一家逆势而上的本地建筑公司 (A fast growing Malaysian construction player)

在低迷的房市和 509大选后新政府为减少财政赤字而推行的财政撙节措施的作用下,建筑行业仿佛进入寒冬。大选后开市多数有承接政府大型工程的公司都出现了断崖式的下跌。唯独 GDB holding 的股价不受影响。在公共合约和私人界合约都匮乏的2019年里GDB 这家小型建筑公司居然把他的order book 2018年末的RM579 Mil足足翻了一倍到2019年末的RM 1.15 Bil. 本地建筑业的龙头有GAMUDAIJM SUNWAY Construction. 2019年的低潮让gamuda  IJM 去积极竞标国外的和约;可想而知其严峻的程度。(当然它们在国外都有所斩获啦)到底GDB这家公司有什么过人之处呢?底下让我们一探究竟。

https://sustainableinvestment71.blogspot.com/2020/08/gdb-holding-fast-growing-malaysian.html



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