DLLKT

DLLKT3 | Joined since 2020-04-28

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2020-05-05 14:50 | Report Abuse

Nelson Yoong@bro,
If base on Urusharta Jemaah selling characteristic& the recent press interview wth their CEO, I do believe Urus has been stop selling , they need to keep their stake below 5% to reposition their investment portfolio

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2020-05-05 14:48 | Report Abuse

Superman , my personal opinion....why MMC price hovering at below RM0.70 ? a lot of accumulation by smart money , syndicate or big fund need sufficient share before pushing MMC share price breakthroughs resistant of RM0.70

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2020-05-04 17:00 | Report Abuse

Break through the resistance of RM0.70, MMC will test the next upward resistance of RM0.76

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2020-05-04 16:59 | Report Abuse

With the weak sentiment today couple wth two.days consecutive down at DJIA, MMC hold steady and seem the strong support

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2020-04-30 15:48 | Report Abuse

Datuk Seri Che Khalid bought MMC shares as below :
1)20/03/2020
300,000 units
2)23/03/2020
300,000 units

Another MMC director Dato' Abdul Hamid also acquire MMC share on 23/03/2020 , 500,000 units

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2020-04-30 15:09 | Report Abuse

Then let say the MMC sahre price exceed RM1, we keep wait n see attitude n enjoy the dividend income then only dispose if the price above RM2 or MMC suffer two consecutive quarterly loss

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2020-04-30 15:07 | Report Abuse

My opinion, can buy below RM1 but dont repeat my mistake buy at RM1.02 due to I'm too excited

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2020-04-30 15:05 | Report Abuse

Datuk Seri Che Khalid is buying MMC....this is very positive signal send by top management
Datuk Seri Che Khalid approach during his tenure at Tenaga & DRB Hicom company, he never buy a single share .....so, hope that you got the point

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2020-04-30 13:30 | Report Abuse

Trust me , you will make a big gain in this MMC, i just sharing what knowledge I have wth no hidden agenda....but I will be more happy n max satisfaction if my deep & comprehensive info about MMC can make someone to make good profit
Wth MMC daily volume of transactions of more than 10mil share, you n me buy or sell, wont impact at MC price
But I believe we are able to beat fund manager or big shark performance if we truly stay focus n buy into super undervalue good stock before it flying in price

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2020-04-30 11:48 | Report Abuse

Dont miss out this golden opportunity.

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2020-04-30 11:47 | Report Abuse

Analysis based on timing :

MMC to report 2020 1st quarter result by end of May 2020

if 1st quarter result is in positive territory plus dividend to be ex on 2nd June 2020, you can expect the MMC price to surge beyond RM0.80

The volume n momentum already build up for the past one week time

One term : Perfect Storm for MMC price to surge uptrend !!!

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2020-04-30 09:18 | Report Abuse

As always advised by prominent or well known fund manager, you need 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 10 years

3)Consistently giving out dividend for the past 10 years

4)Current price below NTA (current price x 2 still below NTA)

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

6)Predictable & simple 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 5 years

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 who fully fulfill my 10 GOLDEN INVESTMENT CRITERIA which is MMC CORPORATION BERHAD

Just sharing my investment model

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2020-04-29 22:45 | Report Abuse

All my money & saving invest at ONE stock only which is MMC....

Even I'm not invest at BAT , but it quite safe if invest at current level....based on MACD technical analysis, this stock at uptrend n strong support

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2020-04-29 20:58 | Report Abuse

But anyway n anyhow, any investment come wth risk and we just merely sharing info wth no hidden agenda....wth daily transaction volume in the range above 10 mil , you n my buy in wont give any impact to MMC price ...cheers n take care

Hopefully everyone of us make substantial amount of good profit n we try to break the traditional game that only we small player or ikan bilis always make loss in market

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2020-04-29 20:54 | Report Abuse

Look at positive angle, who capable to absord so big of volume ??....definitely well establish investment fund capable to buy in....the nature of investment fund is to make money n put the smart money to work

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2020-04-29 20:53 | Report Abuse

From technical aspect, if not Urusharta Jemaah continuously disposed MMC shares, from 233.8mil shares@7.68% to below 5%....I personally believe MMC dhare will surge above RM0.80

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2020-04-29 20:51 | Report Abuse

Urusharta Jemaah not only disposing MMC, this fund almost dispose every stock under his stable such as Lion industry, Pakson, Mah Sing, Suria Capital n etc.....almost all disposed at loss...

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2020-04-29 20:46 | Report Abuse

Base on MMC 2018 annual report dated 15/03/2019, EPF still hold 5.02% but cease to be substantial shareholder due single holding block dip below 5% but overall still hold above 5% as below
4.75%(no 4 shareholder)+ 0.14%(no 21 shareholder)+0.13(no 22 shareholder) = 5.02%

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2020-04-29 19:29 | Report Abuse

EPF also shareholder to MMC Corp

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2020-04-29 19:28 | Report Abuse

EPF continue to acquire Malakoff share since few month till now.....it was indirect a good news to us as MMC shareholder since Malakoff is 38.9% own by MMC

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2020-04-29 15:58 | Report Abuse

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)

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2020-04-29 14:06 | Report Abuse

I'm here to share info wth everyone wth the sincere intention we can make a good profit from the share market.....to identify good stock, super undervalue stock , big margin of safety, consistent profit& dividend....hardly found.....our money is hard earn money

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2020-04-29 12:27 | Report Abuse

Let take example , if MMC Corp dispose all Malakoff & Gas Malaysia stake at slightly higher premium, the proceed itself already more than sufficient to settle all MMC debt at company level of RM3 to 4 bil....that mean , you will own MMC Port & Logistic (crown jewel business), Senai Aiport + few thousand acreage of land and engineering business for free!

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2020-04-29 12:23 | Report Abuse

Under associate , MMC only book associate debt at the % he own

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2020-04-29 12:22 | Report Abuse

vitac
Anything less than 50.1%.....is consider associate

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2020-04-28 21:57 | Report Abuse

Genting Malaysia will dip below RM1.80 per share by this year

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2020-04-28 21:48 | Report Abuse

Super insane undervalue company !!!

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2020-04-28 21:45 | Report Abuse

My analysis just merely to share info with everyone n it's not represent calling to buy or sell of MMC Corporation Berhad. Any investment at your own risk

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2020-04-28 21:41 | Report Abuse

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 !!!*

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2020-04-28 17:51 | Report Abuse

1st quarter result should be ok but maybe slightly lower than correspondance period

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2020-04-28 16:29 | Report Abuse

Watch his stock price movement in mid or end of May 2020

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2020-04-28 16:29 | Report Abuse

Super duper undervalue and shouting buy

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2020-04-28 16:28 | Report Abuse

This is crown jewel stock and you only get a once in a lifetime opportunity to buy in at this price
Target price :RM2

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2020-04-28 16:26 | Report Abuse

Genting Berhad will drop below RM3

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2020-04-28 16:23 | Report Abuse

Hi