KLCI Stock - GAMUDA / 5398 - 2012 Quarter 2

GAMUDA BERHAD

My notes based on 2012 quarter 2 report (number in '000):-
- The increase in profit before taxation from construction division due to higher work progress from the Electrified Double Tracking Project

- The increase in profit before taxation from property division due to higher profits from existing projects in Malaysia and Celadon City’s land sale to Aeon Co. of Japan

- Estimate next 4Q eps after 2012 Q2 result announced = 4045187*0.145/2123909 = 0.2762, estimate PE on current price 3.59 = 12.56(DPS 0.12)
- Estimate next 4Q eps after 2012 Q1 result announced = (0.0626+0.0585)*2 = 0.2422, estimate highest/lowest PE = 15.77/12.1 (DPS 0.12)
- Estimate next 4Q eps after 2011 Q4 result announced = (0.0542+0.0585)*2 = 0.2254, estimate highest/lowest PE = 14.86/11.85 (DPS 0.12)
- Estimate next 4Q eps after 2011 Q3 result announced = 0.177*1.1 = 0.1947, estimate highest/lowest PE = 19.77/12.89 (DPS 0.12)
- Estimate next 4Q eps after 2011 Q2 result announced = 0.0439*4*1.05 = 0.1844, estimate highest/lowest PE = 20.77/18.71 (DPS 0.12)
- Estimate next 4Q eps after 2011 Q1 result announced = 0.0789*2*1.05 = 0.1657, estimate highest/lowest PE = 24.98/20.64 (DPS 0.12)
- Estimate next 4Q eps after 2010 Q4 result announced = 0.0371*4*1.1 = 0.1632, estimate highest/lowest PE = 23.84/20.47 (DPS 0.12)
- Estimate next 4Q eps after 2010 Q3 result announced = 0.0361*4 = 0.1444, estimate highest/lowest PE = 26.73/20.78 (DPS 0.12)
- Estimate next 4Q eps after 2010 Q2 result announced = 0.0336*4 = 0.1344, estimate highest/lowest PE = 23.14/19.2 (DPS 0.12)
- Estimate next 4Q eps after 2010 Q1 result announced = 0.0311*4 = 0.1244, estimate highest/lowest PE = 22.83/19.77 (DPS 0.12)
- Estimate next 4Q eps after 2009 Q4 result announced = 0.0215*4 = 0.086, estimate highest/lowest PE = 38.02/30.81 (DPS 0.08)
- Estimate next 4Q eps after 2009 Q3 result announced = 0.0231*4 = 0.0924, estimate highest/lowest PE = 36.36/27.81 (DPS 0.08)
- Estimate next 4Q eps after 2009 Q2 result announced = 0.0244*4 = 0.0976, estimate highest/lowest PE = 28.59/19.26 (DPS 0.08)

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