DLLKT

DLLKT3 | Joined since 2020-04-28

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2020-12-16 16:05 | Report Abuse

After this few month, when look back, you will realise that MMC at current price is so cheap !!!

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2020-12-16 16:04 | Report Abuse

Dec,20...Jan,21...February,21 & March,21 will be last lap for your to accumulate MMC shares!!!

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2020-12-12 21:12 | Report Abuse

From my observation for the past one week, glove counter will continue to fall (for this coming week) and just look at recovery stock price good run up, just to name few, bank stock, Genting , Petron, Carlsberg, Westport &etc....MMC is consider super laggard in term of share price movement.....one thing I can assure is , fund manager is accumulating this MMC share slowly and MMC anytime from now will surge pass RM1

Stay confidence , the show and party just around the corner !!!

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2020-12-12 09:36 | Report Abuse

Just sit down, be calm , think rationally and
stand independent thinking , you will get the answer n decision to buy in MMC or sell it (below statement for your reference)

1)just look at the big institutions swing and switching in their fund charateristic (majority fund flocking into recovery theme n just take big 4 glove counter as example, super profit or estimate coming super profit, but share price drop like no tomo)
Port business definitely will enjoy the ride on economy recovery and country re-opening
Mega infrastructure project will benefit MMC-Gamuda company
Utility+solar + Alam flora is promising business which fund manager keen at

2)if you are businessman or MMC company owner, what you want is profit and giving out dividend(in good time or bad time), that simple of logical which will make me excited and happy as company owner
**what outside people want to say about my company, no issue at all, we only focus at profit n dividend,we cant please everyone& make everyone happy (coz some maybe buying at high price , above RM1.50, 2 , 2.50...I feel sorry but MMC will back to this level !)

3)selfish stand , I want MMC price to be low n I can keep accumulating at low price n MMC for me, I wont rush to sell n so far , never sell a single share
***I will definitely start dispose MMC share if MMC register any quarter losses or their per year dividend deep below 3.5 cents or else no reason for me to dispose

4)feel so confuse right ?....while I said I want to accumulate the MMC at low price but why i still keep telling people MMC is shouting buy and share all the info of MMC ?
My principle of investing, be genuine and sincere in sharing info or knowledge without any agenda, you will get what you want in your life n sametime , satisfaction cant buy wth money

Real case study to justify my statement above,
I'm start buying MMC at RM0.98 then MMC drop again, I buy in again at RM0.86, MMC drop again, I buy again at RM0.745 level...even I keep posting MMC article wth shouting buy (you can check on my previous article), MMC share price keep droping to RM0.60 level, I buy in again....the drop to RM0.535 level , I buy again and final on March 2020, MMC hit lowest below RM0.50....my final buy is RM0.475.....why i never cut loss coz I'm very confidence wth my understanding & details study at MMC company....along the way, MMC uptrend in its price, i also keep buying until recently RM0.920 (before dividend X date )

5)my personal opinion,MMC at this price , is a last lap for us as retail player to invest in coz MMC 4th quarter result ending 31/12/2020 (will release in end of Feb 2021)will be very solid n good.....

***AFTER FEW MONTH FROM NOW, YOU WILL SAY MMC IS VERY CHEAP AT THIS CURRENT PRICE

My sharing info is not a recommendation for you to buy or sell MMC, invest at your own risk tq

Cheerrsss & happy investing

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2020-12-09 09:15 | Report Abuse

Are you ready for party?

Stay tune , confidence and after a few month from now, you will discover MMC so cheap at this level

Cheerrsss and happy investing

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2020-12-09 09:14 | Report Abuse

Recovery theme based stock will enjoy the bull run and MMC is one of the stock who will ride on this bull uptrend!

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2020-12-09 07:59 | Report Abuse

Yes, you are entitled

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2020-12-08 22:18 | Report Abuse

Pinky@ Well say !

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2020-12-08 21:27 | Report Abuse

When we want to comment on certain issue, condemn on people company or management, pls check at number (number speak for itself )....pls be rational and out of emotion or else you willl be laughing stock in this forum !

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2020-12-08 21:25 | Report Abuse

To be selfish, definitely I'm more than happy to accumulate MMC share at weakness or lower price

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2020-12-08 21:24 | Report Abuse

1)consistent profit for the past 20 years

2)consistent dividend for the past 20 years

This is so called lousy company and weak management ??

Ha ha ha ha ha ha ha ha

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2020-12-07 12:50 | Report Abuse

MMC 4th quarter result to be very good number and will much better than 3rd quarter result

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2020-12-04 07:09 | Report Abuse

To make decision to invest at Company A or Company B doesn't required high IQ or EQ but instead based on your logic mind to think and buy in if you are the owner

Company A :
1)consistent profit for the past 20 years
2)good asset mainly port & focused utility
3)stable business and predictable earning

Company B:
1)loss making (pls check for the past 3 years report,2018,2019&2020), how the trend looks like
2)telecommunication business bleeding like no ending (pouring good money to bad business)
3)utility business at Singapore continue to register losses for past few quarter
4)check his property investment n pls walk.in their premises mainly at Bukit Bintang , then you see how severe the business is
5)check their development activity at Sentul, Singapore and UK Bristol....hibernation (even the Sentul haording also like abondone projetc)
6)their hospitality business serious affected

Just sincere sharing tq

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2020-12-03 08:41 | Report Abuse

MMC will play a significant roles at this HSR project

Cheerrsss and stay confidence!

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2020-12-02 07:06 | Report Abuse

I'm been consistently advise shouting buy at MMC stock since early of 2nd quarter of this year when the price in the range of RM0.60++

I never dispose a single share at MMC but instead accumulate consistently every month without fail.....i couldn't find any reason to dispose MMC (i will only dispose MMC share in this two condition, MMC start to register losses at any quarter or dividend below 4 cents for financial year)

MMC price will reach RM2 in 2021 and this target price is easily achievable !

Sharing is caring and my wish is everyone of us can make profit, cheerrsss

stay confidence and number speak for itself in share investment

DLLKT :
The Art of Value Investing

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2020-12-02 06:58 | Report Abuse

Just to re-produce my article

As investor, WHAT we looking around is the stock which can make us BIG profit in term of capital appreciation & good dividend (THAT SIMPLE!!!)   

But out of few thousand stocks available in the Bursa market, to find the SUPER STOCK is uphill & difficult task !   

Why MMC Corporation Berhad categorized as SUPER STOCK ?   

1)Consistent profit track record for the past 20 YEARS!!!( from 2000 till recently 1st quarter result of 2020)   
###even strong brand name n bluechip company Genting group, Maybank, CIMB, IOI Corp, Tenaga,Axiata,YTL Corp,AirAsia,MPI also suffer losses in this 20 years history!   

2)Never fail to pay out dividend for the past 20 YEARS!!!( from 2000 till 2019 financial year)   

3)Good business model which is generate positive cashflow, simple to understand, predictable and under category of recession proof business which the CORE BUSINESS mainly come from PORT business & UTILITIES business   

3)Competitive edge through MMC monopoly at PORT & ULITILTIES segment!!!   
MMC Port business control more than 50% business in Malaysia   
MMC Power generation business is biggest in Malaysia   
MMC Gas business is almost solely distributor in Malaysia   

4)High integrity & strong management team lead by Datuk Seri Che Khalid (Former Tenaga MD)   

5)MMC current price of RM0.90 still offered investor wth HUGE SAFETY OF MARGIN!!!! MMC latest NTA at RM3.08 versus today market price at RM0.90

6)Strong & solid shareholders which control by Tan Sri Syed Mokhtar & PNB !!!  (PNB stable fund continue accumulate MMC shares if we do comparison between 2020 & 2019) 

7)Which company can CONFIDENTLY survive this HEALTH CRISIS of Covid-19 pandemic?? No doubt it was MMC who still can registered improve earning for financial year end 2020

8)Strong financial position wth continuously building up in cash position n sametime reducing at debt position (super good sign!!!)    

9)Low interest rate regime is additional big boost to MMC earning

10)MMC having super duper undervalue none core business such as Senai land, Tanjung Bin land , Kulim land & Smart highways   
Understated value in MMC book which a lot investor not aware & overlook!!!   

11)MMC & its engineering partner Gamuds will be top beneficial on government 2021 biggest budget spending in infrastructure work such as MRT3, RTS, HSR and etc under government prime pumping economy to shore up the economy activity   

12)Possible oversea big acquisition as highlighted by MMC @MD Datuk Seri Che Khalid 

13)MMC never undertake any right issue, cash call or private placement for whole entire 20 years history!!!Woowwwww!!! 

14)Potential major shareholder take it private (dont write off this possibility) 

15)Super high possibility of MMC Port division listing in 2021 3rd quarter which will fetch a valuation in the range of RM8 to RM10bil (try imagine how crazy MMC is undervalue !)

16)RCEP is another boost to port & logistic business

17)Senai airport start to register revenue & easing from MCO to EMCO to green area at Johor

18)UEMSunrise disposed Senai land to Hap Seng Land for RM400mil +++, what it mean?? MMC Senai land is very much undervalue as per his book n easily undervalue by RM500mil!!

19)Gas Malaysia which is 36% own by MMC registered increase earning which will contribute to MMC bottomline

20)EPF and Kumpulan Wang Persaraan continously accumulate Westport share at open market for past few month (they need to announce due to exceed 5% threshold). I believe all this big fund also slowly accumulate the MMC share just no report announce due to below 5% threshold.....definitely all this fund interested ,excited & confidence at MMC if not, they wont accumulate Malakoff for the past few month as well (they need to announce due to exceeding 5%threshold as well)

21)MACD chart is turn bullish

22)You can expect around 6 cents dividend for financial year ended Dec 2020

23)Due to Pfizer and Moderna vaccines effectiveness of 90% & 94.5%, whole world market is at uptrend and for our local bourse, a lot of investor will switch camp by dumping glove counter and go into recovery stock such as port and logistic, hospitality, airline , medical and banking

Dont miss out this SUPER STOCK of MMC@once in a lifetime opportunity before MMC share price SKYROCKET to above RM2!!!   

I personally confidence MMC will breakthrough RM2 by 2021   

My recommendation on MMC is not reprensent my advise to you to buy or sell. MMC daily volume more than 10mil shares, you n my buy into MMC wont affected the MMC share price movement. It was clearly & obviously that the big institutional fund is buying into MMC

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2020-11-28 08:02 | Report Abuse

The Fund Manager (FM) lately changing behaviour in investing :

1)1st quarter FM dumped airline , hospitality , leisure & etc stocks to enter glove stock in big way which pushing the glove price through the roof

2)seem that glove and medical related stocks hit *crazy* full value and with vaccine news keep rolling in , FM shifting camp by dumping glove counter and buy in recovery stock such as Genting , GM, AirAsia and etc

3)but FM also discovered that recovery stock share price run up just merely due to future optimistic but the current earning report still in bleeding or blood bath

4)FM will find the way to invest at the safer and better bet theme of RECOVERY stock which having great potential to benefit from vaccines development and same time shown good positive earning for current quarter....needless to say, MMC Corporation Berhad is the top pick or top choice among the FM and at this level, it was just the BEGINNING!

5)Dont forget, PNB (our country biggest sovereign fund) is the corner stone investor at MMC wth more than 20% stake n holding it for more than 15 years, what the message behind?....MMC is strategic investment portfolio for them

Cheerrsss and happy investing

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2020-11-27 16:32 | Report Abuse

Now is just a beginning!!!

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2020-11-27 16:31 | Report Abuse

Fact n number speak for itself

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2020-11-27 16:31 | Report Abuse

More n more good news will rolling in !

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2020-11-27 14:46 | Report Abuse

Even at worldwide shut down economy due to this Covid-19 pandemic, MMC still can registered improve earning compare to year 2019, proven that this MMC business model is resilient and money spinning machine wth safe entry price at current level.....try imagine what will happen to MMC earning in 2021 when worldwide country economy re-opening!!!
shouting buy before you miss the last lap of this price before it was surging beyond RM1!

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2020-11-27 14:41 | Report Abuse

Let us wait and see !
Happy investing

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2020-11-27 14:40 | Report Abuse

On top of that, I personally expected MMC to surge above RM1.50 by year 2021....gain on capital appreciation as well

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2020-11-27 14:38 | Report Abuse

This quarter 1.5 cents and 4th quarter expected announce another 4.5 cents n all together make it 6 cents in dividend for year 2020!!
At current price of RM0.86, MMC provide us wth close to 7% yield!
Cheerrssss

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2020-11-25 20:16 | Report Abuse

More n more good news n positive suprise on the way !

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2020-11-25 20:16 | Report Abuse

MMC never paid dividend at this quarter n at this pandemic and economy tough condition, MMC company manage to announce additional dividend of 1.5cents....stay tune and watch this MMC !

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2020-11-25 20:14 | Report Abuse

More good news to come
Cheerrsss !

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2020-11-24 07:50 | Report Abuse

Just wait n watch out at MMC 3rd quarter earning by this week

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2020-11-23 13:07 | Report Abuse

I never fail to accumulate MMC share in monthly basic !

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2020-11-23 13:06 | Report Abuse

Good and solid stock not always available in Bursa market

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2020-11-23 13:05 | Report Abuse

I will start to dispose MMC share once MMC report quarterly losses or no dividend announcement , otherwise I will hold on to this MMC wth no time frame

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2020-11-23 13:03 | Report Abuse

My intrinsic value calculation and discounted future cashflow (after factoring in MMC port and infrastructure project), MMC intrinsic value at RM3!

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2020-11-23 10:20 | Report Abuse

Government will push in fast track mode on this MRT3 and HSR to stimulate our economy....stay tune n watch out

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2020-11-23 10:19 | Report Abuse

Will be another big announcement on MRT 3 and HSR!!!
Very soon

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2020-11-23 09:54 | Report Abuse

RM700 is only part of package

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2020-11-20 19:14 | Report Abuse

We are invest like buying the business or as company shareholder.....the positive and improve earning is what we are hope at

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2020-11-20 19:13 | Report Abuse

MMC 3rd quarter result will see increase earning as well