Thursday, March 1, 2012

Moya Asia rated 'increase exposure' by SIAS

SIAS Research in a Feb 28 research report says: "Moya Asia's FY2011 revenue and gross profit of $38.3 million and $6.0 million were largely in line with our projections of $40 million and $5.6 million respectively. PATMI was $1 million shy of our estimates mainly due to an impairment loss of $1.2 million on the company's investment in Shenyang Shenfei Dayen Co. Ltd.

"Moya Asia recently secured a large scale project in Tangerang worth a total investment value of US$110 million - US$120 million. Together with the Bekasi project, the company is able to generate more than US$10 million recurring PATMI after FY2016, representing an EPS of more than 2 cents per share.

"For FY2012, we project the company to record $45 million revenue, mainly due to contributions from Cambodia, Bekasi and Tangerang. Intrinsic value of 17 cents. MAINTAIN INCREASE EXPOSURE."

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