DLLKT

DLLKT3 | Joined since 2020-04-28

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2020-06-02 16:57 | Report Abuse

MMC, anything below RM1, can buy in !

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2020-05-31 21:31 | Report Abuse

MMC at current price of RM0.87 still very much under value come wth huge safety of margin and also provide us once in a life time opportunity to buy in MMC at this level ....cheerrsss!

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2020-05-29 09:03 | Report Abuse

Based on MACD chart, MMC price enter BULLISH territory and break through RM1 resistance is pretty much well ahead than my own expectation.....I'm not suprise, just look at the Q volume at RM0.90, more than 30mil ++ shares!!! (INSANE!)....to make this statement strong, the Q is NOT A FAKE Q , I look at how much investors dispose at RM0.90, the Q volume stand intact n no withdrawal n stand strongly to take on investor disposal!!!....
pls think logical who are the one has so powerful buying power to absord the sell at RM0.90 wth crazy huge Q volume?....the retail player ??....UNLIKELY.....
institutional big fund ??....YESSSS!!!....
I rated 99.9% major huge Q at RM0.90 is by institutional fund !!!

Why institutional fund snap up MMC shares in big way ???

My thought@possibility (coz I'm not fortune teller)

1)Still REMEMBER PNB HOSTILE TAKEOVER ON SP SETIA ??? The big Q exactly same pattern like how it was look like before PNB announce take over on SP Setia (during that time, PNB only hold SP Setia less than 15%, but PNB& it's related fund currently hold MMC more than 21%)....I personally make quite substantial profit on PNB take over exercise at SP Setia due to my low entry price n PNB premium take over offered price !
I always said, dont write off possibility that one of the major shareholder might take MMC private at some premium, just said premium at 50% of RM0.90, it's just come at price of RM1.35 which is still far below MMC NTA of RM3.08!!!

2)Institutional fund need a good return to announce dividend to their investor especially PNB and related fund

3)MMC is the company who are least affected on this pandemic outbreak....wth low return at capital market and cheap borrowing rate, institutional fund need a company to park their fund n generate reasonable return

4)MMC confidently expected to make profit for financial year 2020

5)MMC confidently expected to give out dividend for financial year 2020

6)Weak RM is advantage for Port Business and low oil price is good for MMC overall business....this is one of the institutional fund consideration as well

7)Low interest rate regime is doing great for MMC company and low interest rate in borrowing is doing great for institutional fund to invest at good company who can generate good profit and giving out dividend n sametime uptrend at capital appreciation

8)Possibility of reviving of HSR.....MMC engineering stand a high chance to get a slice of cake of this HSR contract eventhough newspaper listed YTL-TH, MRCB-GAMUDA is frontrunner....but pls bear in mind, MMC base is JOHOR come wth their track record at infra work!!!

9)Possible on big acquisition at oversea assets !

10)Most powerful catalyst for institutional fund buy in MMC is their MMC PORT LISTING !!!!!!

PLS DONT MISS THIS GOLDEN OPPORTUNITY TO BUY IN BEFORE THE MMC PRICE HAS BEEN PUSHED UP BY INSTITUTIONAL FUND(Let us ride on institutional fund tsunami wave buy in!!!)

###my writing just merely for your own reference n not an advise for anyone to buy or sell...as I said before, you must remember, your buying or selling will not affected the share price coz big institutional fund is buying & the daily volume is consistently exceeded 10mil shares !!!!

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2020-05-28 16:33 | Report Abuse

For those no confidence at MMC, this is the right time for you to dispose at RM0.85, no need scare people scam la, big shark play la, people trap you la (ha ha ha )..... those believe on me @DLLKT, let us swim together n wait for MMC to breakthrough RM2 n above ....cheerrsss!!!

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2020-05-28 15:42 | Report Abuse

Buy buy buy but dont expect today buy tomo rocket fly !!!....we are not gambler , we are investor , BUY super undervalued stock come wth huge safety of margin and back up by strong fundamental....dont miss out!

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2020-05-28 15:38 | Report Abuse

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 14 YEARS!!!( from 2006 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 14 years history!  

2)Never fail to pay out dividend for the past 14 YEARS!!!( from 2006 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 Chairman, Tan Sri Shamsul (former Pertonas President) & Datuk Seri Che Khalid (Former Tenaga MD)  

5)MMC current price of RM0.825 is offered investor wth HUGE SAFETY OF MARGIN!!!! MMC latest NTA at RM3.08 versus today market price at RM0.825  

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 & some more I full of confidence MMC still can make reasonable good profit for financial year end 2020 ???  
NO DOUBT IT WAS MMC Corporation Berhad!!!  

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

9)MMC all division (mainly Port, Utilities & Engineering)   
continues to make increased profit even at this challenging time !!!   

10)Low interest rate regime is additional big boost to MMC   

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

12)MMC & its counterpart in Engineering will be beneficial if government reviving the HSR under government prime pumping economy to shore up the economy  

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

14)MMC never undertake any right issue, cash call or private placement for whole entire 14 years history!!!Woowwwww!!!

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

Dont miss out this SUPER STOCK of MMC@once in a million opportunity before MMC share price SKYROCKET to 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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2020-05-27 20:33 | Report Abuse

Let us wait n see....its ok, infact is good everyone having a different opinions n analysis....let us see where MMC is after one or two years from now@2021/2022.... 
is it DLLKT analysis is merely rubbish or bring retail investor big profit ......cheerrsss!!!

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2020-05-27 19:57 | Report Abuse

Last week I added in at RM0.805....my investment at MMC is DO or DIE!!!....since all my saving n investment fund only invest at this ONE STOCK@MMC....around the world, 100% all the investment GURU advised you to separate your risk n dont put all the egg in one basket!!!...but I believe , committed and full of confidence wth my finding, analysis and herd mentality approach on this MMC.....DO also MMC, DIE also MMC, PLAY also MMC, EAT also MMC and SLEEP also MMC....that the CRAZY OF ME....God blessing

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2020-05-27 19:22 | Report Abuse

I believe is profit taking.....I'm longterm player (2 to 5 years investment horizon), I never concern & never worried at MMC daily price fluctuation ....I only focus at MMC business and bottomline @ quarterly results ...I will dispose MMC even at loss if MMC register 2 consecutive quarterly losses....as long as MMC still register profit, I will hold on until it break RM2.....then only i will revisit my portfolio n decision to hold on or dispose above RM2....my 2 cents opinion

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2020-05-27 12:29 | Report Abuse

Big fund is accumulate at this level , unlikely the big fund exit at this level

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2020-05-27 12:28 | Report Abuse

Adam Lim
5.17%

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2020-05-27 08:41 | Report Abuse

DLLKT 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 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 14 YEARS!!!( from 2006 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 14 years history! 

2)Never fail to pay out dividend for the past 14 YEARS!!!( from 2006 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 Chairman, Tan Sri Shamsul (former Pertonas President) & Datuk Seri Che Khalid (Former Tenaga MD) 

5)MMC current price of RM0.825 is offered investor wth HUGE SAFETY OF MARGIN!!!! MMC latest NTA at RM3.08 versus today market price at RM0.825 

6)Strong & solid shareholders which control by Tan Sri Syed Mokhtar & PNB !!! 

7)Which company can CONFIDENTLY survive this HEALTH CRISIS of Covid-19 pandemic & some more make reasonable god profit ??? 
NO DOUBT IT WAS MMC Corporation Berhad!!! 

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

9)MMC all division (mainly Port, Utilities & Engineering)  
continues to make increased profit even at this challenging time !!!  

10)Low interest rate regime is additional big boost to MMC  

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

10)MMC & its counterpart in Engineering will be beneficial if government reviving the HSR under government prime pumping economy to shore up the economy 

Dont miss out this SUPER STOCK of MMC@once in a million opportunity before MMC share price SKYROCKET to 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

22/05/2020 9:26 AM

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2020-05-27 08:40 | Report Abuse

DLLKT MMC Corporation Berhad  
*Intrinsic Value =RM3.46 per share*  

1)Port business value at RM8bil  

2)Senai Airport & landbank value at RM1.7bil (at acquisition price in year 2008)  

3)Malakoff 38.44% value at RM1.67bil (at today market closing price)  

4)Gas Malaysia 30.9% value at RM1.12bil (at today market closing price)  

5)Aliran Ihsan Resources value at RM500mil  

6)Smart Tunnel value at RM200mil  

7)Engineering business value at RM900mil  

*Company total value RM14.09bil* (A)  

*Debt at company level RM3.6bil* (B)  

MMC net value = *RM10.49bil* vs RM2bil@RM0.66 as per today closing price (current market capitalization)  

That mean *MMC* intrinsic value (layman calculation)  
(RM10.49bil / RM2bil) x RM0.66 = *RM3.46* per share  

*MMC CORPORATION BERHAD is worth RM3.46 per share !!!*

15/05/2020 1:11 PM

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2020-05-27 08:39 | Report Abuse

DLLKT What the catalyst to move the MMC share price n why MMC much safer compare invest in other bluechip counter ? 

1)deep discount compare wth NTA 

2)historical low and you got the cheaper price after MMC build & grow his business for the past 20 years ! 

3) *Port is national interest* 

4)shareholder profile (PNB is 2nd largest shareholder after Tan Sri Syed Mokthar and also a lot of institutional investment fund) 

5)predictable n consistent profit 

6)consistent dividend 

7)major of his business model fall under category of recession proof business(mainly port, utilities& airport) 

8)potential of listing MMC Port division which will value in the range of RM6 to RM8bil 

9)government to initiate pump priming economy by possibility kick start on *High Speed Railway & MRT3* which *MMC JV Gamuda* is frontrunner 

10)MMC lead by competent, integrity, prominent professional n well know manger such as Tan Sri Shamsul (former President of Petronas) & Datuk Seri Che Khalid (MMC Group MD)

29/04/2020 3:58 PM

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2020-05-26 17:26 | Report Abuse

Make sense!!!

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2020-05-25 20:09 | Report Abuse

Wise man think the same !

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2020-05-25 14:57 | Report Abuse

Integrity 。Independent 。Sincere

That the most sought character in stock analysis

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2020-05-25 14:55 | Report Abuse

We analyse stock base on fact n number , we try NOT to make general statement or malicious statement which unfair to company management or shareholder

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2020-05-25 14:54 | Report Abuse

Wth the weaken of RM, it was another good catalyst for MMC Port Business, coz the port charges will be lower n MMC port will be preferable destination

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2020-05-25 14:52 | Report Abuse

Anything above RM1.50, we retail player dont chase n we wait n see till MMC breakthrough RM2....then only we decide to dispose or hold on (every much depend on MMC performance )....if the duck still laying a golden egg, I don't see the reason behind to dispose it

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2020-05-25 14:50 | Report Abuse

The lower price for MMC, is better for us as retail investor to accumulate...MMC is SHOUTING BUY as long as the price below RM1....huge SAFETY OF MARGIN buffer

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2020-05-23 21:52 | Report Abuse

For those shareholding above 5% under one acct then you are required to report to Bursa....those below 5%, you no need to do so.....so, how can we discover the movement of the institutional fund movement?....through database of annual report and do our own statistic....take you quite sometime to tabulate all this info

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2020-05-23 21:50 | Report Abuse

You must have passion to go through the annual report 1 by 1 & in deep details, then you will discover it

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2020-05-23 20:28 | Report Abuse

Selamat Hari Raya....Happy Holiday

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2020-05-23 20:28 | Report Abuse

SUPER STOCK has been gradually snap up by smart money and big fund patiently accumulate the MMC share at weakness....MMC share price will sky-rockecting at anytime soon

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2020-05-23 20:26 | Report Abuse

Discover !!! Discover !!!Discover !!! Discover !!!

MMC Smart Money of Institutional Fund@National Trust Fund ON THE MOVE
(in silence mode !!!)

As at 15/03/2019,
National Trust Fund own MMC shares about 0.23% or equivalent to 7,047,600

As at 30/04/2020,
National Trust Fund own MMC shares about 0.67% or equivalent to 20,387,100

This fund gradually increase their stake more than 300% for the past 1 year

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2020-05-23 20:25 | Report Abuse

Discover !!! Discover !!!Discover !!! Discover !!!

MMC Major Shareholder@PNB
ON THE MOVE (in silence mode !!!)

As at 15/03/2019,
Under PNB stable fund , they own MMC shares as below;
1)Amanah Saham Bumiputera
2)Amanah Saham Malaysia 2@Wawasan
3)Amanah Saham Malaysia 3
4)Amanah Saham Malaysia
5)Amanah Saham Bumiputera 3@Didik
Total shareholding in MMC is around 20.21% @615,406,333 shares

As at 30/04/2020,
Under PNB stable fund , they own MMC shares as below;
1)Amanah Saham Bumiputera
2)Amanah Saham Malaysia 2@Wawasan
3)Amanah Saham Malaysia
4)PNB
5)Amanah Saham Bumiputera 3@Didik
Total shareholding in MMC is around 20.95% @637,939,766 shares

That mean PNB stable fund has been SILENTLY MODE increased their stake about 22,533,433 shares for the past 1 year

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2020-05-23 15:32 | Report Abuse

Happy holiday Patrick8

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2020-05-23 13:16 | Report Abuse

Sorry patrick8

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2020-05-23 13:15 | Report Abuse

patrick8,
Sorry , no coverage on Hong Leong Industries for time being....I will only share my little knowledge in STOCK wth people when I really deep analysis. Like MMC, I really deep analysis to the extend of sleep MMC, eat MMC n play MMC ....ha ha ha

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2020-05-23 13:02 | Report Abuse

When we have passion , we have little useful knowledge and we are sincere sharing wth people for everyone gain (or at least for knowledge) wth no hidden agenda , people will appreciate and that kind of max self satisfaction cant buy wth money...cheerrrssss

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2020-05-23 12:40 | Report Abuse

trumpgreatagain Hopefully MMC can drop back below 0.73 then will whack 99 this time

23/05/2020 12:33 PM

UNLIKELY

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2020-05-23 10:38 | Report Abuse

Some of others i3 investor forum, when read I also feel shameful

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2020-05-23 10:36 | Report Abuse

So far , based on my observation, this MMC i3 investor forum is the best , warm, friendly,sincere and no hatred in sharing the info ...most important, we dont have hidden agenda n our main focus n objective to make sure major of us as retail investor can make good big profit n we can beat the institutional investment fund performance!

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2020-05-23 08:43 | Report Abuse

I will slowly dispose MMC when it breakthrough RM2.....even though the NTA is RM3.08 but dont be greedy......enough for me if dispose at RM2 n above and meantime I enjoy the dividend yield which higher than FD ,bond or insurance investment product

###MMC use to be above RM2 from 2010 till 2017

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2020-05-23 08:38 | Report Abuse

I personally buy in n accumulate slowly from higher of RM1.02, RM0.98, RM0.84, RM0.76, RM0.65, RM0.52& RM0.485 (during downtrend ) ....then keep accumulate slowly from RM0.62, RM0.700, RM0.725,RM0.805 & yesterday RM0.835 (during uptrend)

All my entire saving & investment fund only invest at this ONE STOCK@ SUPER STOCK OF MMC!!!

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2020-05-23 08:35 | Report Abuse

Nelson Yoong Still can’t believe MMC this blue chip company is a penny stock,so guys buy now before too late don’ start chasing when over 1.50,BUY NOW!!!

23/05/2020 7:48 AM

I agreed wth Nelson Yoong call on NOT chase after RM1.50.....Now is the right time to buy in before the share price SKYROCKET

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2020-05-22 18:49 | Report Abuse

Institutional fund wont stupid enough sharing wth us all their move and we retail player must teamwork & support each other on sincere sharing in info n ride on institutional wave of buying in n we also must discover the gem and SUPER STOCK before institutional fund make a move....wth the passion and hardwork, we can beat the institutional fund performance n we dont merely invest in speculative stock or base on hot tips which will lead to disaster in investment

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2020-05-22 18:46 | Report Abuse

MACD chart sent a STRONG & CLEAR SIGNAL OF BULLISH at MMC share price

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2020-05-22 18:43 | Report Abuse

Institutional fund wont go in at the phase of RM0.70 & RM0.80 then disposing at RM0.90.....therefore , breakthrough resistance of RM1 in June or July 2020 is very high chance

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2020-05-22 18:42 | Report Abuse

Bursa index down more than 1% but MMC put up a strong uptrend in price (close at RM0.85) wth surging volume close to 39mil shares in transaction

You can expect breakthrough RM0.90 in this coming week after Raya

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2020-05-22 14:30 | Report Abuse

Look at the Q to buy volumes, it was obviously some big fund is buying....

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2020-05-22 10:09 | Report Abuse

Once weak holder cleared , breakthrough RM1 is just around the corner

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2020-05-22 10:09 | Report Abuse

We are the one or batch who discover this SUPER STOCK at early stage.....RM2 is otw

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2020-05-22 10:08 | Report Abuse

Today will mark record on MMC transacted volumes