Samaiden Bags First RE Contract In Kedah, Eyeing 10% of CGPP's RM2.4b Jobs
Samaiden Bags First RE Contract In Kedah, Eyeing 10% of CGPP's RM2.4b Jobs
As at 4:07pm on Tuesday (October 1), Samaiden's stock traded at RM1.06. (Stock updates from )Market analysts hail Samaiden Group Berhad (Samaiden) for its first Renewable Energy (RE) contract win for the current financial year (FY2024/25), as the group anticipates more contracts along the green energy path.
市场分析师称赞萨迈登集团有限公司（Samaiden）赢得本财政年度（2024/25财年）的首份可再生能源（RE）合同，因为该集团预计绿色能源道路上会有更多合同。
Kenanga has awarded an OUTPERFORM rating and a target price of RM1.51 for Samaiden, acknowledging the group's first contract win in the financial year to end June 30,2025 (FY2024/25).
Kenanga已授予Samaiden跑赢大盘评级，目标价为1.51令吉，这是该集团在截至2025年6月30日（2024/25财年）的财政年度中首次赢得合同。
Meanwhile, RHB has reiterated its BUY call and upgraded the target price to RM1.33, also viewing positively the group's first contract win that reflects its strong position in the solar energy field.
同时，RhB重申了买入呼吁，并将目标价上调至1.33令吉，这也对该集团赢得的首份合同持积极看法，这反映了其在太阳能领域的强势地位。
As at 4:07pm on Tuesday (October 1), Samaiden's stock traded at RM1.06. (Stock updates from )
截至周二（10月1日）下午4点07分，Samaiden的股票交易价格为1.06令吉。（来自的股票更新）
The EPCC (Engineering, Procurement, Construction and Commissioning) contract from Legasi Green Power Sdn Bhd involves the development of a 14-Megawatt (MW) large-scale solar (LSS) power plant in Sungai Petani, Kedah. The project, part of the Corporate Green Power Programme (CGPP), is expected to be completed by Q3CY2025.
Legasi Green Power Sdn Bhd的EPCC（工程、采购、施工和调试）合同涉及在吉打州双溪大年开发一座14兆瓦（MW）的大型太阳能（LSS）发电厂。该项目是企业绿色能源计划（CGPP）的一部分，预计将在 Q3CY2025 之前完成。
This is the first key job win in FY2024/25 for Samaiden, boosting its outstanding order book by over 15% (Kenanga: 16%; RHB: 17%) to RM365.5m as it is on track to achieve its annual job win target of RM210m.
这是Samaiden在2024/25财年首次赢得关键职位，其未完成的订单量增加了15％以上（Kenanga：16％；RHB：17％），达到36550万令吉，有望实现其每年21000万令吉的招聘目标。
Given that CGPP projects typically offer higher Internal Rate of Return (IRR), the gross profit margin is estimated to be in the range of 14%-16%.
鉴于CGPP项目通常提供更高的内部回报率（IRR），毛利率估计在14％-16％之间。
IRR is the expected compound annual rate of return that will be earned on a project or investment, often viewed as the discount rate that makes the net present value (NPV) of a project zero.
IRR 是项目或投资的预期复合年回报率，通常被视为使项目净现值 (NPV) 为零的贴现率。
In the immediate term, analysts expect a strong influx of job opportunities driven by the 800MW CGPP with an end-2025 completion deadline and an additional 500MW quota under the New Energy Metering (NEM) initiative.
分析师预计，在短期内，在800兆瓦的CGPP的推动下，就业机会将大量涌入，截止日期为2025年底，新能源计量（NEM）计划下将增加500兆瓦的配额。
Samaiden is expected to stand a strong chance to secure around 10%, or RM240m, of the RM2.4b EPCC jobs under CGPP initiative.
根据CGPP倡议，Samaiden有望获得约10％，即24,000万令吉的EPCC工作岗位。
According to RHB sources, Samaiden previously indicated its intention to secure at least 100MW of EPCC jobs under CGPP, in addition to its 43.3MW gross assets under the programme.
据RhB消息人士透露，Samaiden此前曾表示，除了该计划下的43.3兆瓦总资产外，还打算在CGPP下确保至少100兆瓦的EPCC工作岗位。
译文内容由第三方软件翻译。
