Posted by SincereStock > 2021-05-31 10:57 | Report Abuse

westport suda hijau, biport pun hijau, harbour putih, suria fake red (previous close price faked at 1 lot), mmc masih red, tunggu apa lagi, masih sempat masuk sebelum fly

Posted by abc333 > 2021-05-31 11:09 | Report Abuse

should thanks for those panic selllah , later MMC fly they will panic buy

Posted by SincereStock > 2021-05-31 11:16 | Report Abuse

@abc123 true, the fear come and go in like just 10min, retailers sendiri kasih takut sendiri, previously pun suda rehersal ba ni lockdown fear, everyone assume it is coming, bottomed at klci 1550+, this time datang betul2 lockdown pun apa mahu takut, especially this counter x da kena lockdown pun

yang penting insider tahu business dorang ada profit, next QR cantik2, insider x takut, retailer buat apa mahu kasih takut sendiri, at the end pun retailer lain yang sambut the fear, insider x payah tolong support pun, sikit ja pun volume tadi

Posted by Superb99 > 2021-05-31 11:35 | Report Abuse

dun sell during mco, sure rebound after lockdown, i kena before

Posted by Superb99 > 2021-05-31 11:41 | Report Abuse

mmc definitely can defend its price but further go up is a question mark...lol

Posted by Karlos > 2021-05-31 11:53 | Report Abuse

MMC own and operate 5 ports in Malaysia and 1 in Jeddah. MMC also own Malakoff, Malaysia largest IPP with international assets, and Gas Malaysia Bhd. Don't forget MMC is also a big infrastructure contractor and has various other biz such as logistics, waste management and environmental services,
Just for quick comparison: Market value of MMC is only about RM 3,5 b compared to that of West Port of about RM 14.8 b which only has one port. Go and figure it out yourselves what to do.

Posted by SincereStock > 2021-05-31 12:17 | Report Abuse

Retailers punya game habis suda this morning, now back to operator punya game, same old thing again, x pa sabar tunggu ja

Posted by emsvsi > 2021-05-31 13:36 | Report Abuse

MARKETS TRULY ARE FORWARD LOOKING

IT KNOWS THAT IN TWO WEEKS TIME, CASES WILL COME DOWN AND ANY DIP IS A BUY OPPORTUNITY

BUY THE DIP

DIAMOND HANDS

MMC TO THE NEXT GALAXY

Posted by Inv3st0r69 > 2021-05-31 15:06 | Report Abuse

so slow la mmc to the galaxy..

Posted by SincereStock > 2021-05-31 15:20 | Report Abuse

covid case menurun lagi ni hari, this suppose to be the last MCO before we get mass immunity, too late to buy recovery stock after covid is defeated, enter before too late

Posted by SincereStock > 2021-05-31 15:45 | Report Abuse

MMC also has vaccinated their staffs (refer to their FBpage), lower the risk of bad news of covid spread at their work place, very safe to hold this stock until it's fair value unleashed upon covid is imminently gone

Posted by emsvsi > 2021-05-31 15:49 | Report Abuse

Westports and MISC are green

MMC has presumably higher retailers who are weak holders

In any case, MMC welcomes all to the ultimate DEFENSIVE VALUE GROWTH STOCK OF 2021

Posted by lawpc128 > 2021-05-31 16:26 | Report Abuse

Mmc partnering Mitsubishi is one of 5 bidders for klia aerotrain tender. Project value is 400m ringgit.

Posted by SincereStock > 2021-05-31 16:52 | Report Abuse

very decent closing today despite overall market still red

Posted by emsvsi > 2021-05-31 17:09 | Report Abuse

What a strong closing HAMMER

MMC uptrend is intact and unstoppable

Posted by tatwaiwong > 2021-05-31 17:26 | Report Abuse

新闻快讯：所有人都在关注 MAHB 的航空列车招标
TheEdge 2021年5月31日星期一
据悉，一些在吉隆坡国际机场（KLIA）竞标耗资4亿令吉的航空系统的公司对马来西亚机场控股有限公司（MAHB）的招标过程感到不满意。

招标书名为“吉隆坡国际机场的自动人行道（APM）和相关工程的设计，供应，安装，测试和调试”，是通过去年7月底发出的邀请函参加的，而8月初之后不久，分发了招标文件。招标于11月2日结束。

《边缘报》了解到，此次招标吸引了多达五名投标人：MMC Corp Bhd与日本三菱重工合作；马来西亚资源公司（MRCB）与美国Leitner-Poma公司的合作；Pestech International Bhd 与加拿大公司庞巴迪成立合资企业；与奥地利公司Doppelmayr Seilbahnen GmbH合伙成立的私人控股的Hartasuma Sdn Bhd；和当地公司SMH Rail Sdn Bhd。

据招标文件显示，据了解，一些竞标者提出了自行驱动的航空系统，而另一些竞标者则在考虑电缆驱动或滑轮模型，这些模型也是可以接受的。

现有的采用自行式技术的飞机，已于1998年投入使用，并于2011年进行了升级。缆线式推力机制已在全球多个大型机场中使用。

但是，据称MAHB在今年3月致投标人的信中已经对招标书进行了修改，特别是要求使用电缆推进系统进行招标，而不是使用自走式系统和其他公认的系统。

招标结束后寄出的这封信似乎造成了一些不确定性。

一位消息人士说：“招标人要求的系统要符合自动人行道标准，即美国土木工程师标准，该系统可以满足自走式和电缆衬套系统的要求。当招标已经适合自走式和电缆系统时，为什么需要修改？

“为什么MAHB有必要发出澄清，然后再提交投标书，要求投标人提出替代自走式（APM）的方案？

“在他们的（MAHB）看来，很明显，Automated People Mover Standard仅适用于自行式系统，至少要等到评估完成后才进行澄清……这是专有系统，而且不太可能一位系统提供商将同意提供另一方的系统（因此进行两次投标）。”该消息人士说。

当被问及为什么对原始招标文件进行了修订时，MAHB回答说：“通常，招标过程中进行的任何修订都是为了消除雇主要求中可能出现的任何混乱或疑问。MAHB的治理局限性可确保按照招标政策和程序发布修订通知。

“所有与投标有关的信息都是机密的，并将在平等的基础上适当地传达给参与投标的投标人。关于上述具体问题，我们的目标是确保让参与投标的人有机会提出全面的建议。” MAHB在解释其立场时说。

值得称赞的是，MAHB还为希望提交新标书的任何投标人提供了延长时间，但据The Edge了解，没有提交新标书。

关于招标人的指控，The Edge向MAHB询问招标过程是否以全面的方式进行。国库控股（Khazanah Nasional）控制着MAHB股份的33.21％，他说：“由于招标涉及技术含量高且工作复杂的项目，MAHB致力于确保所有参与投标的投标人均等地获得所有相关信息，并充分理解用人单位的要求。MAHB的招标程序旨在促进公平竞争和良好治理，并确保维护公司的最佳利益。APM的招标严格遵守公司批准的采购程序。”

The Edge采访的一位投标人说，由于三月份信件的不确定性，他们希望重新招标整个投标过程。

MAHB在关于是否可以进行重新招标的电子邮件回复中说：“招标过程是根据既定的管理，批准的程序和政策进行的，没有理由进行重新招标。”

尽管有些人可能已被招标推迟，特别是3月MAHB的信，但其他人对所提供的条款感到兴奋。

边缘了解到有三个选项提供给投标人。MAHB在哪里支付工作的预付款；其中合同价值的40％是先付的，其余的是在以后的日期支付的；并由招标人承担所有费用并承担设计，建造，运营，维护和转让的费用，并在五年或十年的期限内分期偿还。

第三种选择引起了极大的兴趣，它几乎不需要MAHB的资本支出，但是将要求投标人具有强大的资产负债表来进行该项目。

在截至2020年12月的财政年度中，MAHB的净亏损为11.2亿令吉，营业额则为18.7亿令吉。在2019财年，MAHB在收入52亿1000万令吉的情况下，取得了5亿3704万令吉的净利润。

该机场运营商的现金和银行结余为9亿3666万令吉，长期债务承诺为45.5亿令吉，而短期借贷为9 430万令吉。留存收益为 19.4 亿令吉。

由于招标结果可能很快就会宣布，因此所有人都将目光投向了中标者。

Posted by tatwaiwong > 2021-05-31 17:28 | Report Abuse

MMC很可能在延安承接船到船的转运业务
TheEdge 2021年5月31日星期一


公用事业和基础设施集团MMC Corp Bhd可能在吉打州的Yan进行船到船的转运业务，而不是推测的港口业务，知情人士告诉The Edge。

据了解，将进行船到船（航运界中的STS）转移的车辆将是MMC Port Holdings Sdn Bhd的全资子公司Andaman Port Sdn Bhd，而该公司又由MMC全资拥有。

MMC在2020财年的最新年度报告中指出，安达曼港的主要活动是“开发，运营，管理，维护并提供在邦定邦/扬州，吉打达鲁阿曼或任何其他相关地区的港口设施，活动和服务” 。

向马来西亚公司委员会提交的文件检查显示，安达曼港于去年11月成立，缴足资本为2令吉。它的董事是MMC董事总经理Datuk Seri Che Khalib Mohamad Noh，以及公司的首席财务官Badrulhisyam Fauzi。

STS要求在彼此并排放置的两个油轮之间固定或沿相似方向移动货物（可能是补给品或燃料）。STS的很大一部分涉及给船只加油或加油。



一位港口官员指出，拥有两个港口（槟城港口私人有限公司和Yan的新港口）彼此靠得很近是没有意义的，特别是当两个港口都由同一实体MMC控制时。

“如果槟城港口没有扩建的空间，那就另当别论了。但是槟城港口有足够的扩展空间，所以他们不妨只是扩展槟城。为什么要烦Yan？严将最终吞噬槟城港口。”他说。

除了槟城港口外，MMC旗下的其他码头还包括Northport（M）Bhd，丹戎贝拉帕斯港口有限公司和Johor PortBhd。MMC过去也曾尝试从Suria Capital手中收购Sabah Ports Sdn Bhd的股份。沙捞越的民都鲁港和民都鲁港口有限公司，但这些都没有取得成果。

MMC是商人Tan Sri Syed Mokhtar Albukhary的旗舰公司，他在这家多元化公司中拥有51.76％的股权。

关于MMC在延安经营港口的许多讨论，是由于交通部长拿督斯里·韦·卡雄（Datuk Seri Wee Ka Siong）宣布，延安地区于5月10日被刊登为联邦港口，大约600平方公里，占到了20公里的距离。从Yan海岸线海里起的海里，将被宣布为新联邦港口的一部分。

人们猜测，MMC毕竟将是该国最大的港口运营商，将承担其港口发展，该港口拥有四个大型码头，以及马六甲较小的丹戎布鲁斯港口。

MMC被低估了吗？
关于MMC套袋减让港口的传言并没有起到提振其股价的作用。闭市时，该股以1.06令吉挂收，市值达32亿3000万令吉。以这个价格，该股的交易价比其每股净资产3.12令吉大幅折让。

去年3月中，MMC跌至48仙的多年低点，许多人猜测Syed Mokhtar和Permodalan Nasional Bhd（PNB）通过其各个部门拥有MMC 20.97％的股份，将接管该公司私人的。

关于私有化的谣言继续流传，但尚未宣布任何消息。几位业内消息人士称，RHB Bank Bhd已被协助进行私有化，但截至发稿时，这仍是一种推测。

Syed Mokhtar和PNB共同拥有MMC 72.73％的权益，这意味着他们将不得不以市值27.27％的价格拨出将近8.81亿令吉，作为他们没有持有的股份。如果以当前价格溢价20％来计算，这27.27％的价值为10亿6000万令吉。

除了Syed Mokhtar和PNB，MMC中没有其他主要股东。

除港口外，MMC还拥有多种选择的资产，例如公开交易的发电公司Malakoff Corp Bhd的37.6％；在大马交易所上市的天然气分销商Gas Malaysia Bhd 30.9％; 柔佛州巴鲁国际机场Senai Airport Terminal Services Sdn Bhd，水处理公司Aliran Ihsan Resources Bhd和MMC Engineering Bhd的100％；通过与Gamuda Bhd的50％合资企业，MMC还为大众快速运输项目承担了建筑工程的不同部分，并拥有99.1％的股份。

在截至2020年12月的财政年中，MMC从44.9亿林吉特的收入中获得了3.7529亿林吉特的净利润。去年同期，该公司的净利润为2亿5517万令吉，得益于47.1亿令吉的销售额。2020财年的财务业绩较好归因于士乃机场的土地出售等。

MMC在2020财年的12个月来自营运活动的净现金为21.5亿令吉。

截至去年12月底，MMC拥有4亿7924万令吉的现金和银行结余，长期债务承诺为87亿6000万令吉，短期借贷为10亿1000万令吉。综上所述，它为2020财年支付了6.633亿令吉的财务费用。

MMC一直在寻求浮动其港口业务一段时间。但是，由于其港口和物流部门在2020财年贡献了超过72％的收入和超过90％的税前利润和zakat利润，因此随着港口业务的浮动，其上市地位可能会出现问题。

根据马来西亚交易所的规定，子公司的上市必须符合连锁上市的要求。

链式上市是一个术语，用于描述已经在主市场或ACE市场上上市的公司的子公司或控股公司自行寻求上市的情况。

除其他要求外，连锁上市不得损害已上市公司股东的利益，而控股公司（在本例中为MMC）必须拥有自己的独立自主和可持续业务。

这些连锁店的要求可能是将MMC私有化一次又一次地提出的另一个原因。

MMC在港口业务方面最接近的竞争对手是Westports Holdings Bhd，该公司在巴生港经营一个集装箱码头。Westports周四收于4.34令吉，市值为148亿令吉，或MMC市值的4.5倍以上。

但是，西港公司在截至2020年12月的财政年度，从19.7亿令吉的收入中赚取6亿5449万令吉的净利润。因此，即使MMC的港口部门所获得的市值是西港的一半，例如74亿令吉，股东没有任何购买MMC的动力。

尽管如此，如果继续进行下去，MMC可能会在短期内引起相当大的兴趣。

Posted by emsvsi > 2021-05-31 20:54 | Report Abuse

BREAKING: Total lockdown: Only critical construction work allowed, says Fadillah
May 31, 2021 01:46 am +08

KUALA LUMPUR (May 30): All construction work nationwide must to be be stopped during the total lockdown period, except for those listed under the critical services list, said Senior Works Minister Datuk Seri Fadillah Yusof.

He said in a statement today that maintenance and repair works were critical services which, if not allowed to continue, could pose a danger or inconvenience to workers, public and the environment.

According to him, this covered slope, road and bridge repairs and maintenance, traffic and traffic light management control, periodic inspections and repairs of lifts, travelators, escalators and other critical mechanical and electrical equipment.

Also allowed are repairs, maintenance and upgrades of facilities at critical service premises, as well as works to maintain, clean and dry stagnant water and spraying of pesticides at construction sites to prevent the breeding of Aedes mosquitoes and other pests.

Repairs and maintenance of railway tracks, private residence repairs and the construction of the collapsed Bailey Bridge are also listed as critical construction.

Fadillah said construction work involving main and critical public infrastructure covered tunnels, slopes, bridges and viaducts, as well as highways certified to be 80% completed.

Other public infrastructure include MRT, LRT, ECRL, Komuter, single/double track and rail projects, infrastructure associated to electricity, telecommunications, dams, drainage and sewerage, oil and gas.

Hospital constructions that are at least 80% completed, as well as the building of workers’ accommodation at construction sites are also listed.

"All contractors involved with the listed projects are required to get new approval through the Construction Industry Development Board (CIDB) Centralised Information Management System (CIMS) at cims.cidb.gov.my for the duration of the Movement Control Order beginning June 1.

"For consultants and suppliers, applications for approval to operate must be done through the main contractor, who is responsible for filling in the information of all consultants and suppliers related to the project into the system,” Fadillah said.

Fadillah said all previous approvals would not be valid during the total lockdown, and approval letters generated through the system must be displayed at the construction site premises and could be used as approval for movement by those involved in the project.

Meanwhile, he said the usual operating hours would apply, but the capacity of workers would be limited to 60%.

According to Fadillah, among the measures taken to restrict the movement of construction workers included ensuring that all employees at the construction sites undergo Covid-19 screenings before starting work and they are not allowed to move from one construction site to another location.

"The Public Works Department urges all construction industry players to comply with the latest standard operating procedure (SOP) to curb the spread of Covid-19,” he said.

Fadillah said details of the conditions and types of work allowed are clearly stated in the construction cector SOP and can be downloaded at www.cidb.gov.my.

https://www.theedgemarkets.com/article/total-lockdown-only-critical-construction-work-allowed-says-fadillah


Note: Construction work falling under 'critical services' are allowed "involving main and critical public infrastructure covered tunnels, slopes, bridges and viaducts, as well as highways certified to be 80% completed.

Other public infrastructure include MRT, LRT, ECRL, Komuter, single/double track and rail projects, infrastructure associated to electricity, telecommunications, dams, drainage and sewerage, oil and gas."

Posted by bobochacha > 2021-05-31 23:30 | Report Abuse

strong rebound..good fundamental stock prove its value

Posted by Hglee92 > 2021-06-01 08:06 | Report Abuse

"MMC likely to undertake ship-to-ship transfer business in Yan | The Edge Markets" https://www.theedgemarkets.com/article/mmc-likely-undertake-shiptoship-transfer-business-yan

Posted by SincereStock > 2021-06-01 09:00 | Report Abuse

wow good day gap up on fmco day 1~!

Posted by SincereStock > 2021-06-01 09:02 | Report Abuse

so many gap up today, retailers so free today fmco can do stock investment

Posted by emsvsi > 2021-06-01 09:46 | Report Abuse

MMC is a company whose time has come

Years of downtrend and undervaluation will be replaced with years of uptrend and value unlocking

The Senai Airport City land alone is worth more than the entire market capitalisation of MMC, without even including the crown jewel Ports division (PTP, Northport, Johor Port, Penang Port, Tanjung Bruas Port), Listed Entities 37.6% Malakoff and 30.9% Gas Malaysia, Engineering (MRT 1, 2 - MMC-Gamuda JV)

Posted by Superb99 > 2021-06-01 12:15 | Report Abuse

not easy for it to breakthrough and close above 1.2...controlled by operator

Posted by Superb99 > 2021-06-01 13:28 | Report Abuse

Div ex tomorrow

Posted by Moratorium > 2021-06-01 14:15 | Report Abuse

Yup, just sticking around for this dividend... and the next and the next and the next dividend

Posted by Inv3st0r69 > 2021-06-01 14:54 | Report Abuse

with all the good news and potential, this counter still at this level.. so disappointing..

Posted by Superb99 > 2021-06-01 15:25 | Report Abuse

Inv3st0r69, ya, i also wondering why this counter is still below 1.2 till now, initially i also thought it can fly to rm2 or rm3 but this is not the case at the moment, the operator has locked the ceiling below 1.2...wait till they happy then may push up another 10 to 20 cents in q3 or q4 as mentioned by some experts here...lol...i am waiting for a slightly higher price to exit like pinky then buy back at the support again

Posted by Superb99 > 2021-06-01 15:36 | Report Abuse

i think need uncle K comes and goreng a bit else susah

Posted by Inv3st0r69 > 2021-06-01 15:40 | Report Abuse

i tot it could at least fly to rm1.50.. so sad heavyweight despite such good nnumbers.. look at dataprep, loss making but has been flying ever since

Posted by Superb99 > 2021-06-01 16:11 | Report Abuse

lol...dont talk about penny counter here, later kena screw, people ask you to sell it and go to dataprep forum...ya, i agreed with you...1.16 only...after ex...1.12/1.13...last time i also locked in MNRB but luckily uncle K came and goreng a while else wont be able to exit...hope got some tycoons come and help over the price.

Posted by Pinky > 2021-06-01 16:58 | Report Abuse

Bye guys, Pinky officially out of MMC. Good luck to u all!

Posted by SincereStock > 2021-06-01 17:00 | Report Abuse

@pinky cut queue at 1.18 ka? gd luck

Posted by tatwaiwong > 2021-06-01 17:13 | Report Abuse

Mr Pinky
If u officially out,i sure congratulations in here.Good luck u lain tempat untung gao gao.

mmc i3 hope u all dun talk 7 8 words,knonw play this kind cb rocket,play.didint go another counter untung gao gao.dun here disturb here or follow mr pinky cari makan,his trust known see way cari makan nice de....Tq ! Tq Very Much ! Tq Very Very Much !

Posted by MasterYoda > 2021-06-01 23:42 | Report Abuse

“Patience you must have my young Padawan.” — Yoda

Posted by MasterYoda > 2021-06-01 23:44 | Report Abuse

“In the end, cowards are those who follow the dark side.” – Yoda

Posted by aliyusof > 2021-06-02 08:27 | Report Abuse

Ex dividend price start at 1.14 . Good luck n morning everyone

Posted by Inv3st0r69 > 2021-06-02 09:33 | Report Abuse

i will wait until price reach the intrinsic value of RM3.80 (or somewhere around that price)..

Posted by Inv3st0r69 > 2021-06-02 09:33 | Report Abuse

i will wait until price reach the intrinsic value of RM3.80 (or somewhere around that price)..

Posted by JoshuaMS7 > 2021-06-02 09:42 | Report Abuse

will be back lower 1.00 after dividend given this few days!!

Posted by Inv3st0r69 > 2021-06-02 09:48 | Report Abuse

why JoshuaMS7 why? with such profits and good fundamental, why should it be below RM1? is the market broken? do ppl not value investing anymore?

Posted by hugirasta > 2021-06-02 10:02 | Report Abuse

The only company that operating 24 hours during Covid 19

Posted by Pinky > 2021-06-02 10:29 | Report Abuse

MMC is a good company, but biggest shareholders holding too much ticket.

My approach to MMC has little changed - based on dividend %

Previously I holding along the bull run hoping to see more capital gains, but after some time starting to see the pattern d, mayne Syed Mokhtar also don't want it to go too high, so that IF he wants to privatise, it won't be too expensive for him to do so.

I will revisit MMC when it dropped to around RM1.02

Posted by emsvsi > 2021-06-02 10:50 | Report Abuse

MMC dividend 3.5c per share has gone ex today. Have 'reinvested' the dividends today

MMC TO THE NEXT GALAXY

Posted by Inv3st0r69 > 2021-06-02 11:07 | Report Abuse

how to reinvest the money when payment is at the end of this month? :(

U reckon ts will privatise this company? :(

Posted by JP01 > 2021-06-02 11:19 | Report Abuse

Based on current price at 1.14 still worth to keep and hold, hope to collect again at 1.03 - 1.07,

Posted by JP01 > 2021-06-02 11:28 | Report Abuse

If it doesn't break below 1.12 then worth to keep, let's monitor for few days, chart still at 50/50.

Posted by abc333 > 2021-06-02 11:36 | Report Abuse

almost finish washing

Posted by tatwaiwong > 2021-06-02 11:45 | Report Abuse

Mr Pinky is a clever boy,his dislike love one share,his plan what is very can untung more money,so his choose him,so cannt untung gao gao,his choose another share first de...This also another nice investment in the market.this kind people i call him is world people......

Posted by emsvsi > 2021-06-02 11:59 | Report Abuse

You should not invest all your money until you are left with only your underwear and should always have cash at all times to 'reinvest' or to buy the dips etc