the power was never in the hand of gamuda. they had no choice.

look at a bigger picture. if gamuda dies the whole sector collapse, which will trigger recession. construction collapse, other sector will bleed.

asset rich cmpany land bank, machines, talents, management u name it

management wise, technology wise, project delivery in quality and time wise, conquas qlassic standard. there has not been a single company that has ever come close to gamuda. not even close.

Posted by Ayoyo > Oct 11, 2018 10:10 AM | Report Abuse

There is a fundamental shift in the biz of gamuda... It'll get back the contract but the company will never be same as before... Contract values will be lowered and so does margins, cost pressures etc... And the drying up of new contracts....tough, tough operating environment moving forward..

A very strong reversal today and as it is, good for trading only.... Queued to buy at 2.14 but only did down to 2.15...haiz... Would have been an easy 4 to 5 sen scalp


already say. short term wise yes. government no money. what to do? not only gamuda but all goverment linked company will be asffected. remember currently gamuda is not contested

Posted by Ricky Yeo > Oct 11, 2018 10:05 AM | Report Abuse

And can come up with version 2 to explain how LGE can hide all his Gamuda profit given that PH have to declare all their assets. Looking forward.

cayman island

bought some

load more

Since the announcement of MMC-Gamuda’s MRT contract announcement a couple of days ago Gamuda’s share price has plunged from Rm 3.20 to close at Rm 2.38 per share. It has dropped 82 sen, nearly 11%. Its total issued shares is about 2,468 million shares.

koon yew yibn mathematic 3.20 -2.38 = 11%. this is why he buy jaks and sendai

i have enough edi. if it drop futher i buy more. if it up i wont buy

gamuda is like the lead point for all klse stock. go south all go south. go north all go north better look for others

HAHA become normal a bit

this stock is going to be my biggest portfolio

LGE might not be long sighted but mahathir is

reason is simple. if gamuda as an industry leader die the whole industry die.

u all sell i buy load more some 2.05

not only gamuda all construction stock will follow suit

bought some

if they give china contractor this job, next term i will vote for pas

this mess kyy also cannot save.

outlook bad bla bla bla. who de fuck cares. if outlook not bad so cheap for u to buy

average 2.60 on gamuda

and for this i will top up more.

tony pua is very clear already he wants competitive pricing. so in the end, i think gamuda will reduce their margin. its not a choice for them

If really nation interest. Then cannot give china. Not even negotiable

Felicity sifu has very deep insight. By giving mega projects to other countries, the money is going outwards which is the stupidest idea. The whole idea about mahathir creating a third national car is to establish Malaysia as a global economy power which can compete internationally not dependent on others.

limlim

LGE has done nothing wrong. there need to be a clear seperation of interest between the government and private sector. long term wise his action is the way to go.

yeah well but what can u do? this is how the world works

buns

all this isnt important. the boss is always right, the paymaster is always right. they need to preserve the contract to build long term relationship

of course gamuda can spike up the price cause they are the only local player.
stockraider if u say like that tnb also must kena chop is it because they monopoly

now the only problem is governmnent bo lui

most likely mof will accept gamuda cost saving strategy in term of design. why?

1) 20000 will lose job in this already depressed economy
2) high compensation at no value
3) government have no choice literally

uncle sardin do u know how was the previous tender done? 4 international firm and 1 local firm.

gamuda score highest technical score and lowest price. so what the hell are u trying to say

gamuda just proposed a cost saving design

best case scenerio gamuda retain contract amount because it is uncontested.

worst case scenerio gamuda get back the contract at depressed price. still not end of the world

u think mahathir will allow it to happen?

Hahahahaha

can u pls do homework ah which construction company do underground tunneling which never do

Posted by Savigjitah > Oct 8, 2018 04:55 PM | Report Abuse

Open tender..and what if gamuda lost

to who? can u think before u ask this question

kanina jeffrey u dont so funny can mou. lol

sick volume

nobody listen to the sincere me

goh

You are implying that buildings and roads are not needed anymore. as long as there is a need, the industry will survive. gamuda margin will shrink because our government doesnt have money, not because it is contested. not even close. remember this.

even if the price drop doesnt mean it doesnt dominate its industry. it still the authority of a lot of niche within the industry

premium company require premium valuation. look at QL, Harta, Topglove,Scientex,Sam,Timecom,Nestle

endure this pain with gamuda. they will reward you longterm.

affin coverage is based on short term earning visibility. most important factor is gamuda is still the best construction stock in underground infra and leader of infra works over here. retender or not, gamuda will get for sure.

tsunami is good. i have 80% fund available

i dont think any local company has the expertise to do massive underground works. this is gamuda moat

there will be not another lifetime u can buy gamuda this cheap