Malakoff 3rd quarter result expected to be good

Break through RM1 is anytime from now

Ini kali lah!!!

MMC is one of the most UNDISCOVERED company by investor but MMC start to gain attention and smart money slowly accumulating this share, this statement support by the facts as below :

1)how many company can registered profit at this Covid-19 pandemic? MMC is one of the company

2)RCEP is another boost to port & logistic business

3)Port business listing which will raise fund between RM1 to 1.2bil in which will give the port business valuation around RM8 to 10 bil. Imagine how undervalue the MMC at current level !!!

4)Senai airport start to register revenue

5)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!!

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

7)Malakoff which is 38% own by MMC expected to registered another sterling increase earning which will also contribute to MMC bottomline significantly

8)Westport registered a record container handling in 3rd quarter which MMC port will having a good number as well

9)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)

10)MACD chart is turn bullish

11)You can expect another 4.5 cents dividend in 2021 April

12)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

Happy investing & Cheerrsss

Even at this Covid-19 pandemic, MMC still can registered increase earning, try imagine when post Covid-19, how MMC will perform...one word , extremely sterling earning

MMC showtime on Monday !!!
Wait & see

https://youtu.be/lIsc9pmAsnU

AmInvestment’s top stock picks now that budget 2021 is out | https://www.klsescreener.com/v2/news/view/750409

https://youtu.be/lIsc9pmAsnU

Value investor in long term horizon, need to have great patience

https://www.theedgemarkets.com/article/mmc-corps-biggest-port-ptp-gearing-better-times-%E2%80%94-aminvestment-bank

https://youtu.be/lIsc9pmAsnU

https://youtu.be/lIsc9pmAsnU

After 3 to 5 years, you pls remember revisit my posting tq

It's ok, when the stock you buy is no sexy, not the hot theme but its was registered consistent profit, giving out dividend , good business&deep below it fair value

Some hot theme wth crazy PE ratio of more than 30, 40 n some is even more than 50....everyone still chasing.....one word, you are invite the trouble

Patience and long term horizon is a must attitude in share investment if you want to male money consistently in share market

In share investment , we are buying business not gambling , or look at what so called chartis or tips ...

Value buy for long term investment

https://youtu.be/lIsc9pmAsnU

Try revisit at MMC Corporation Berhad @ Super Stock to get an "ILHAM"

As I'm saying before in this forum , some of the big fund is accumulating in silent mode and they wont let it fly until they got the numbers they want .....just get rid of negativity of people posting to promote just due to want to exit or for personal gain... come on, we ikan bills no way and cant move the price but instead the sharing n shouting buy call.to benefit all of us ikan bills to ride on the big fund wave and dont later when the pricing shoot up to RM1.50 wth huge volume then only we buy in ....now is the best time to accumulate....from my observation, the Q buy not the fake, how much people dispose, the volume stand firmly and confidently to absord ....good luck to everyone....cheerrsss

Again, my call is SHOUTING buy

My previous analysis of MMC which I share in this forum , I think is good enough for potential investor to study and make decision

Wont sale a single share unless MMC reach my target of RM2

Accumulating phase

Screaming BUY !

The lower , the better, keep accumulating
Cheerrrssss

Once in a life time opportunity to buy MMC Corp at this level

Super duper undervalue and shouting buy!!!

I personally valued MMC Port business in the range of RM8bil to RM10bil

1)Penang Port
2)North Port
3)Beruas Port
4)Johor Port
5)Tanjung Pelepas Port

Control almost 50 to 60% Port business in Malaysia n as what Warren Buffet love the nature of business model and advise is MONOPOLY or DUAL MONOPOLY business model & having an ECONOMY MOAT status !!!

Once in a lifetime opportunity before you miss the boat!

BOOMING & STRONG GROWING IN ONLINE BUSINESS is another FACTOR make me so excited wth MMC Corp business which directly benefit MMC Corp main business of PORT , WAREHOUSE & HAULAGE segment !!!

https://datareportal.com/reports/digital-2019-ecommerce-in-malaysia

From 2017 to current date, MMC Corp business model & his business fundamental no change but instead grow strongly. I personally wth stand n firm opinion that MMC has been underestimated and huge undervalued by market

Happy Weekend....cheerrsss!

Star Bizweek feature MMC news on Jan 2017 but worth reading

https://www.thestar.com.my/business/business-news/2017/01/28/unlocking-value-in-mmc

US market@DJIA up more than 3%!!!

https://www.mmc.com.my/MMC%20Corporation%201Q20-21-May-2020-MY-FN.pdf

DLLKT MMC Annual Report 2019 main highlights: 

1)cash at company level increased from ~RM200mil(2018) to ~RM970mil (2019) 
VERY GOOD 

2)debt at company level in year 2019 reduce ~RM400mil compare wth 2018....total net debt at company level stood at RM3.2bil 
GOOD SIGN 

3)PNB still remain as corner stone investor wth ~21% (zero disposing for whole 2019 year) 
SHOW CONFIDENCE 

4)Lower oil price mainly diesel is positive to Port business and his haulage business under Kontena Nasional Berhad 
ADVANTAGE 

5)Lower OPR will reduce financing cost 
COST DOING BUSINESS LOWER 

6)Cost rationalisation 
GOOD MANAGEMENT TEAM 

7)MMC debt at A rating 
STRONG FINANCIAL POSITION 

8)The same integrity and good management team still intact n no any big changes 
INVESTOR CONFIDENT LEVEL 

9)All MMC business back to normal 
CASHFLOW STRONG 

10)MMC gross assets increased by more than RM1bil!!!.....from RM25.32bil(2018) increased to RM26.4bil (2019)

19/05/2020 10:22 PM

https://www.theedgemarkets.com/article/aminvestment-starts-coverage-mmc-fair-value-rm166

https://youtu.be/lIsc9pmAsnU

*Why MMC Corporation Berhad categorized as SUPER STOCK ?*

1) *PROFIT TRACK RECORD*
Consistent profit track record for the past 15 financial years!!!

2) *DIVIDEND TRACK RECORD*
Never fail to pay out dividend for the past 15 financial years!!!

3) *GOOD BUSINESS MODEL*
Simple to understand business model which consisted of
PORT business, UTILITIES business &
Airport business

3) *ECONOMY MOAT*
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) *INTERGRITY & STRONG MANAGEMENT TEAM* Lead by Chairman, Tan Sri Shamsul (former Pertonas President) & Datuk Seri Che Khalid (Former Tenaga MD)   

5) *HUGE SAFETY OF MARGIN*
Current price RM0.83 which is well below NTA of RM3.08 (3.7x!!!)

6) *STRONG SHAREHOLDER*
Few major shareholders such as Tan Sri Syed Mokhtar & PNB

7) *RECESSION PROOF BUSINESS MODEL*
MMC PORT business, UTILITIES business &
Airport business
can CONFIDENTLY survive this HEALTH CRISIS of Covid-19 pandemic & will continue register profit for financial year 2020

8) *STRONG FINANCIAL POSITION*
Cash level continue to increase & debt level continue to decrease (comparison between financial year 2018, 2019 and latest 1st quarter result of 2020)

9) *LOW INTEREST RATE*
Additional big boost to MMC wth saving at loan interest payment

10) *UNDERVALUE NONE CORE BUSINESS*
Super undervalue none core business such as Senai land, Tanjung Bin land , Kulim land & Smart highways which is super undervalue if compare to the book value at MMC!!!

11) *BIG CONTRACT* MMC & its counterpart in Engineering will be beneficiary if government reviving the HSR or introduce any mega project under government economy prime pumping initiative

12) *OVERSEA EXPANSION*
Possible oversea asset acquisition base on MMC strength in term of financially and experiences

13) *NO SHARE DILUTION*
MMC never undertake any right issue, cash call or private placement for whole entire 15 years history!!!

14) *PRIVATISATION*
Potential major shareholder take it private (dont write off this possibility due to MMC current price well below its book value!!!) 

15) *NATIONAL INTEREST*
Port consider one of the National Interest Asset which MMC control almost 50% in Malaysia
namely Port of Tanjung Pelepas, North Port, Penang Port, Beruas Port & Johor Port

If you find any stock in Bursa which can fullfill all my
10 GOLDEN INVESTMENT CRITERIA, pls do share wth me which I cant find it tq

As always advised by prominent or well known fund manager, they will advise you to diversify your portfolio when come to stock investment such as 5 to 10 stocks. But in my case , i apply different approach by using all my money & saving invested in only *ONE STOCK which is MMC Corporation Berhad* 

*Why??* 

Because so many thousand stocks in Bursa , MMC emerge as the only ONE STOCK which fulfill all my 10 GOLDEN INVESTMENT CRITERIA as below: 

1)Minimum turn over must exceed RM3bil 

2)Consistently report profit for past 15 years!!! 
(never registered any financial year losses for the past 15 years!!!)

3)Consistently giving out dividend for the past 15 years...Never fail!!!

4) *HUGE SAFETY OF MARGIN*
Current price RM0.83....well below NTA of RM3.08 (3.7x!!!)

5)Company major shareholder own by entrepreneur@individual (Those company own by entrepreneur is much better than than run by government or state fund) 

6)Predictable,simple& proven recession proof business such as Port, Utility, Highway &Airport 

7)Shareholder portfolio must minimum 20% & above own by Government fund (as insurance to company business ) 

8)Good & well known management team 
(MMC chairman is Tan Sri Shamsul who is Petronas former President & MMC Group MD is Datuk Seri Che Khalid who is Tenaga former MD) 

9)Current price is lowest for the past 10 years based on historical statistic

10)Solid cashflow 

Therefore, instead invest in 10 stocks , I choose the best of the best out of 10 stock , using all my money and saving ONLY invest in ONE STOCK which fully fulfill my 10 GOLDEN INVESTMENT CRITERIA which is MMC CORPORATION BERHAD 

Just sharing my investment model

Anything below RM1 still consider good entry level.....take an investment horizon of 2 to 3 years , you will see a tremendous return in term of dividend and capital appreciation...

Now is the best time to accumulate before MMC share price moving up in big way!!!.

Cheerrsss!!!

Topic:
MMC Major Shareholder Well Connnected

##Government today awarded 5G spectrum to TM, Axiata, Maxis , Digi and .....???.....is ALTEL, have you heard before ??(own by MMC major shareholder)...we still have other well establish telco's player such as YES & U Mobile but both also lose out!...from this alone, you can well predict the future of MMC@SUPER STOCK n where he will heading ???.....UP!!!....UP!!!....UP!!!

##As I mention before in my posting n i hint that MMC will be one of the biggest beneficiary of government HSR (multi multi Billion contract) or government mega project through economy pump priming activity

##more to come from MMC & Major Shareholder!!!

##it was clearly & obviously MMC under heavy share accumulation buy institutional fund at RM0.70 to RM0.795 and RM0.80 & above (smart money does a SILENTLY share accumulation n they try not to trigger other investor or try not to push up the price in big way so that they can keep accumulating) !!!

MMC Corporation Berhad = SUPER STOCK

This is the best level (anything below RM1) to accumulate the MMC share before the share price moving beyond RM1....RM1.50....RM2...n higher