Good. Ex-date May-27.

Buy, next target 0.545

莫实得是武装部队基金所控制的一家上市公司，旗下业务广泛，包括了上市又下市再上市的油棕（BPLANT)、地产(BS PROP)、药剂发马（PHARMA）、重工业如独家战艇制造(BHIC)、油站臂膀BH Petrol, 艾芬银行（AFFIN）和建筑相关工业等等，也控制着英国诺丁汉大学马来西亚分行的股权，和出名巧克力Cadbury四分一的股权。

@achai, all sold. worry about covid & mco.

Due to COVID-19 pandemic, sold all the 0.175. Good luck all.

MCT is at up trend, but will switch to down trend with BAD market sentiment. Need to trade wisely.

Market still not stable (>1 mil infected by COVID-19), just be patient if you wish to top up

Sold some that I bought at 0.07-0.08 with 100% profit return

Sold some at 0.165/0.17 since price up too fast.

Need to break through 0.21cts only think about 0.30.

Price moving up is expected. Almost 100% profit return if you buy at lowest price 0.07. Keep for long term then might get 200% or 300% profit return. Not easy to buy at such low price.

Bottom price moving up from 0.07 to 0.10. Good sign..

投资大亨：一生一次的买股良机
Sinchew Mon, Mar 30, 2020 11:57am

随著冠病疫情延烧，全球金融市场震荡，不安的投资者纷纷抛售股票，但美国投资公司Ariel Investments董事长罗杰斯（John Rogers）认为，现在正是“一生一次”的购买良机，建议投资者应该利用这波低谷。

罗杰斯坦言，他认为这是一生中以低价购买股票的好时机，他更补充，传奇投资者邓普顿（John Templeton）有句名言，叫做：“当悲观情绪最大时，买就对了”。这就是一些人在抛售潮中，如何去看待目前的市场前景。

罗杰斯说，他在Ariel已经任职37年，他知道他曾在1987和2008年说过“一生一次的购买良机”，但他确实认为，这确实是个机会，去利用市场波动来创造优势。

罗杰斯并非唯一在低迷时段增加股票投资的投资者，像星级基金经理米勒（B i l lMiller）就说，这是他至今见过最佳的进场机会之一；避险基金大亨艾克曼（Bill Ackman）近日则砸下超过20亿美元低接美股。“新债王”冈拉克（Jeffrey Gundlach）也一直在寻找机会。

Already sold yesterday & today since shares transferred on March-24.

need transfer to investment bank in order to sell at open market.

Keep > 1 year, then "YES"

Those who bought at 0.07, now sell at 0.11, immediate gain 60%.
If bought 3 mil shares at 0.07 with RM 210k. then sell at 0.11 with immediate gain of RM 330k - RM 210 = RM 120k within one week. Congratulation....

Since urusharta normally delay 5 days to publish shareholder change report, latest by next week Monday onward will publish "ceasing major shareholder". All the 133 mil shares expected sold out by today.

Cheap sale finished...waiting share price moving up slowly

I can said the cheap sale to buy <8 cents already finished. Now price slowly moving up.
Congrate to those who able to bought <8 cents, well done. You deserve for it.

Expected urusharta will dump all remaining shares today with huge buy up from some investors

Problem now is EPF not the share holders, otherwise, sure EPF will support the share price as what EPF did for other counters.

If compare to MAHSING, LBS & E&O, shares thrown by urusharta/force selling, price still stood at 0.34 - 0.38.
MCT should be at the same range after urusharta disposed remaining 55 mil shares. Let's wait & see. Only for long term investors

If not wrong, today/tomorrow urusharta will announce "ceasing shareholder" due to shares holding <5%

No more 0.07 throw by urusharta. Price will slowly push up...no choice, need to adjust the buying price...

Matched 0.085. Continue accumulate..

85 mil shares at march-20. once including shares sold at march-23, 24, 25, estimated 30 mil shares. still left over 55 mil.

Price will back to 0.20-0.30 once urusharta disposed all their shares in hand. Now, think only how to accumulate the shares dispose by urusharta & keep..

23/March & 24/March sold another 20 mil shares, balance in hand should be 50 mil shares. If this is the case, cheap sale will finish by this week.
For long term investors, need to plan how to grab more MCT at lowest price by this week.
Good luck to all long term investors.

Urusharta disposed another 13 mil shares on 19/March. Estimated sold another 30 mil shares on 20/March. Balance shares is 70 mil only.
24 Mar 2020-- 19 Mar 2020-- Disposed-- 2,916,200-- URUSHARTA JAMAAH SDN. BHD.
24 Mar 2020-- 19 Mar 2020-- Disposed-- 685,000-- URUSHARTA JAMAAH SDN. BHD.
24 Mar 2020-- 19 Mar 2020-- Disposed-- 10,500,000-- URUSHARTA JAMAAH SDN. BHD.
23 Mar 2020-- 18 Mar 2020-- Disposed-- 1,600,000-- URUSHARTA JAMAAH SDN. BHD.
23 Mar 2020-- 18 Mar 2020-- Disposed-- 1,000,000-- URUSHARTA JAMAAH SDN. BHD.
20 Mar 2020-- 17 Mar 2020-- Disposed-- 1,529,100-- URUSHARTA JAMAAH SDN. BHD.
20 Mar 2020-- 17 Mar 2020-- Disposed-- 557,200 --URUSHARTA JAMAAH SDN. BHD.
16 Mar 2020-- 11 Mar 2020-- Disposed-- 3,546,300-- URUSHARTA JAMAAH SDN. BHD.
13 Mar 2020-- 10 Mar 2020-- Disposed-- 1,305,600-- URUSHARTA JAMAAH SDN. BHD.
10 Mar 2020-- 05 Mar 2020-- Disposed-- 1,215,300-- URUSHARTA JAMAAH SDN. BHD.

URUSHARTA continue sell the shares.
23 Mar 2020-- 18 Mar 2020-- Disposed-- 1,600,000-- URUSHARTA JAMAAH SDN. BHD.
23 Mar 2020-- 18 Mar 2020-- Disposed-- 1,000,000-- URUSHARTA JAMAAH SDN. BHD.
20 Mar 2020-- 17 Mar 2020-- Disposed-- 1,529,100-- URUSHARTA JAMAAH SDN. BHD.
20 Mar 2020-- 17 Mar 2020-- Disposed-- 557,200 --URUSHARTA JAMAAH SDN. BHD.
16 Mar 2020-- 11 Mar 2020-- Disposed-- 3,546,300-- URUSHARTA JAMAAH SDN. BHD.
13 Mar 2020-- 10 Mar 2020-- Disposed-- 1,305,600-- URUSHARTA JAMAAH SDN. BHD.
10 Mar 2020-- 05 Mar 2020-- Disposed-- 1,215,300-- URUSHARTA JAMAAH SDN. BHD.

Matched 0.07..continue buy & keep

MCT 44.3%赚幅的秘密


MCT公司执行董事林国文接受《南洋商报》专访时指出，维持亮眼成绩的秘密，其实就是模块化建造技术和综合业务模式的互相配合，推动了成本效益走高。

“其他业者兴建典型的可负担房屋，赚幅大约只有17%，但我们的建筑和地皮成本低于竞争者，促使公司成功在充满竞争的环境脱颖而出。”

根据马来西亚房地产发展商会（REHDA）的例子显示，售价50万令吉的可负担房屋，发展成本中有23万令吉或46%是建筑开销。

“很多人会质疑我们专注发展的可负担房屋项目，是否会蒙受赚幅压力，其实不会，因为我们的模块化建造技术，可帮助节省成本。”

模块化的建造技术，其实就像用堆砌“乐高”（Lego）积木的方式，将建筑物拼凑组合起来。

公司会先固定柱子、墙壁和地板的规格，才开始大批制造这些建筑元件。

而通过固定的规格和重复的生产步骤，制造过程变得相当组织化，帮助工人更容易熟悉操作，减少了材料的浪费并帮助节省开销。

同时，通过预制的建筑元件，公司能够迅速地将建筑物“组装”起来，大幅提高效率。

一条龙业务省成本

MCT公司的综合业务模式，亦捎来可观的成本效益，推高盈利赚幅。

公司拥有本身的设计团队、建材供应来源、混凝土预制厂房和专业建筑人才，通过“一条龙”的业务营运模式，大幅节省了成本。

设计团队会将模块化建造技术，融入产业设计中，规划出符合经济效益的项目，同时，也可减少实际建造与设计蓝图之间的落差。

公司也通过本身的贸易子公司，直接向供应商购入建材，节省原料开销。

而混凝土的预制厂房可减少人力资源开销，也有助于控制品质。

再加上本身的建筑人才，能够负责专业的兴建工程，MCT公司在控制成本方面，取得了傲人的成绩。

“而且我们的土地成本也非常低，仅占了产业项目发展总值的4%至6%，这也是促使赚幅高企的原因之一。”

平均地皮成本比同行低

根据REHDA的例子，在售价50万令吉的可负担房屋发展成本中，地皮开销就占了7万5000令吉或15%。

MCT公司的平均地皮成本仅为5%，比其他业者拥有10%的优势，因而成功脱颖而出。

林国文认为，这些高效的成本控制策略，可帮助公司维持亮眼的盈利赚幅，并克服市场放缓的挑战。

“即使产业领域表现疲软，也不会带来太大的打击，因为公司专注的是可负担房屋计划，而且还拥有一系列的应对策略。”报道：黄忠晖

FUNDAMENTAL of MCT is super strong with great support from Ayala Land.
Ayala Land provide RM 500 mil cash to support daily operation. In this critical period, cash is the king.

TH bought MCT 133 mil shares with price RM 1.28.
Share transfer to Urusharta with price RM 1.28 but actual market price only RM 0.75, cost RM 170 mil somewhere around Dec'2018
Now Urusharta sell the shares with price < RM 0.10, if sell all then will get back RM 13 mil.
Total loss is RM 170 mil - RM 13 mil = RM 157 mil (95%). Good job, TH/Urusharta..

No need 5 years, 1-2 years will gain the fruits. Minimum 100% of profit return.

Till today, estimated URUSHARTA sold 33 mil shares. Balance 100 mil to be sell within 2 weeks. let's see whether can sell down till 0.05, then is big bonus...

@DreamKentut , need to ask MCT liao :)

If today close at 8 cents, then tomorrow might have chance to buy 6 cents. :)

I'm still waiting Urusharta (Tabung Haji) sell the share at 5 or 6 cents

RM 0.32 need to wait Ayala Land to offer..need to wait long-long time..this is the reason MCT only suitable for loooooooooooooong term investors.

@Godofgambler 8cents later back usual price Rm0.32 then is real sweet...400% profit...better than genting

Urusharta (Tabung Haji) still need to clear 122 mil shares in hand. Need RM 10 mil (sell at 8 cents) to adsorb the shares. Long run...

For short term profit. DON'T BUY MCT

MCT only for loooooooooooooong term investors.

To remind, if you don't have holding power & looking for short term profit. DON'T BUY MCT.
Now. market up 68 points, almost all the shares up with 2 digits but MCT still under force selling.

It is good if able to buy at 0.05 :)

Ayala land bought 66% with RM 500 mil. Now just pay 74 mil to get remaining 34% with offer price 0.15 cents. Good deal...

Small parcel of land. Impact only Rm 1 mil if compare to GDV 5 billion.

@DreamKentut The wrath of Seafield Temple?

No, Ayala cannot force if you don't want to accept the offer. But if Ayala obtain >90% of share, then can request delist from Bursa. You still the minor shareholder of MCT.

Estimate the lowest price offer from Ayala land. 1st bought at RM 1.28, 2nd bought at RM 0.88, last buy at RM 0.15 :)

@valensi88 Why 15 cents?