Posted by Superb99 > 2021-06-03 10:05 | Report Abuse

great day for mmc!

Posted by Mohd Yazid Mohd Ali > 2021-06-03 10:12 | Report Abuse

Today close 1.35 ,tomorrow 1.5

Posted by RAYDALIO_MALAYSIA > 2021-06-03 10:41 | Report Abuse

Yessss..yesss....yesss....

Posted by RAYDALIO_MALAYSIA > 2021-06-03 10:41 | Report Abuse

Yahoooooooooo

Posted by RAYDALIO_MALAYSIA > 2021-06-03 10:41 | Report Abuse

I love MMC

Posted by RAYDALIO_MALAYSIA > 2021-06-03 10:42 | Report Abuse

Hoseh liao this time

Posted by RAYDALIO_MALAYSIA > 2021-06-03 10:42 | Report Abuse

INI KALI LAH!!!!!

Posted by aliyusof > 2021-06-03 10:54 | Report Abuse

Any good news of mmc? Untung kali !!

Posted by MasterYoda > 2021-06-03 11:01 | Report Abuse

MMC to da moon ke ke ke

Posted by abc333 > 2021-06-03 11:25 | Report Abuse

敏源你不要来kacau

Posted by Inv3st0r69 > 2021-06-03 11:31 | Report Abuse

1.30 please today
1.40 tmr
1.5 Monday
:):):):):)

Posted by Solomon7 > 2021-06-03 11:47 | Report Abuse

Privatisation or listing of port? Any good samaritan can share

Posted by beluga > 2021-06-03 11:52 | Report Abuse

https://www.theedgemarkets.com/article/mmc-likely-undertake-shiptoship-transfer-business-yan

Posted by manny88 > 2021-06-03 11:59 | Report Abuse

https://www.theedgemarkets.com/article/midf-research-expects-port-operators-perform-well-fy21-revises-target-prices-mmc-corp-and

Posted by Solomon7 > 2021-06-03 12:00 | Report Abuse

Thanks Beluga. Let wait for pull back before dipping the feets

Posted by MasterYoda > 2021-06-03 12:22 | Report Abuse

awesome just awesome by end of next week confirmed $2 ke ke ke

Posted by paultheoct > 2021-06-03 12:26 | Report Abuse

Looks like EPF is buying

Posted by emsvsi > 2021-06-03 12:30 | Report Abuse

Years of downtrend and undervaluation will give way to years of uptrend and value unlocking

MMC TO THE NEXT GALAXY

Posted by probability > 2021-06-03 12:31 | Report Abuse

never sell guys, its just the beginning....

Posted by tatwaiwong > 2021-06-03 12:34 | Report Abuse

MIDF Research预计港口运营商在21财年表现良好，上调MMC Corp和Westports的目标价格
TheEdge 2021 年 6 月 3 日星期四
吉隆坡（6 月 3 日）：港口部门将在 21 财年表现良好，港口运营商 MMC Corp Bhd 和 Westports Holdings Bhd 预计今年的集装箱吞吐量将增加。

MIDF Research 在一份报告中表示，由于大规模经济刺激，全球经济已走出低谷，而消费者消费保持强劲，该行业对该行业持乐观态度。

“随着我们观察到 [2021 年第一季度] 集装箱吞吐量的令人鼓舞的数字，我们的观点得到进一步巩固。我们认为，尽管大流行有增无减，但这表明全球贸易流动健康且不断增长，”该研究机构表示。

“回顾一下，我们假设 MMC 公司的 TEU [20 英尺等效单位]在 21 财年将同比增长 3.0%。增长将受到该集团较小港口（例如槟城港、柔佛港等）的集装箱吞吐量和传统货物的复苏推动，同比增长 10.0%，而 2020 财年同比收缩 17.0%。对于丹戎帕拉帕斯港，我们采用了与去年类似的更保守的假设，为 985 万标准箱。

“我们对 Westports 持有类似的积极看法。管理层在运营方面为低个位数增长提供指导。我们将其转化为同比增长 5.0% 至 1101 万标准箱的预测，”它指出。

MIDF Research 补充说，Westports 今年与政府就 Westports 2 达成的特许经营协议可能对港口运营商来说是一个积极的发展。

Westport 2 的扩建计划预计仍将在 2040 年之前将运力提高约 50% 至每年约 2800 万标准箱，使港口运营商能够更有效地与新加坡港竞争转运量，后者计划将运力从约 4000 万标准箱提高到 2040 年达到 6500 万标准箱。

然而，MIDF Research 告诉投资者，要密切关注两家公司运营数据的复苏和增长水平，因为低于预期的季度吞吐量可能是由于经济反弹尚未结束而表现不佳的初步信号。

“此外，由于谨慎的民众和谨慎的政府，成功的疫苗接种计划与经济增长之间的滞后影响可能比预期的要长，”它补充说。

在此时刻，MIDF Research 对该行业持“中性”态度，因为复苏仍处于初期阶段，看涨预测可能会因大流行带来的众多挑战而脱轨。

“大流行仍在肆虐，尽管取得了一些显着进展，但疫苗的推出仍处于起步阶段。此外，可能的区域供应链拥堵和港口设施中 Covid-19 感染的局部爆发仍然是真正的可能性，这将对港口参与者的表现产生负面影响，”它补充说。

MIDF Research 维持对 MMC Corp 的“买入”评级，目标价为 1.40 令吉（从 1.2 令吉），以应对最近的价格上涨。它认为 MMC Corp 的股价仍有上涨空间，因为该公司目前以 9.6 倍市盈率 (PER) 的估值低于 -1 标准差。

对于 Westports，它维持“中性”立场，目标价从之前的 4.32 令吉上调至 4.45 令吉。

在撰写本文时，MMC Corp 的股价在交易了 2,154 万股后上涨了 6 仙或 5% 至 1.26 令吉。它的市值为38亿4000万令吉。

与此同时，在266,300股易手后，Westports股价上涨1仙或0.23%至4.33令吉，市值为147.7亿令吉。

Posted by kingkaito99 > 2021-06-03 12:37 | Report Abuse

@tatwaiwong got english translation?

Posted by aliyusof > 2021-06-03 12:50 | Report Abuse

MIDF Research maintained a “buy” rating on MMC Corp with a higher target price of RM1.40 (from RM1.2) to account for the recent price hike. It believes that MMC Corp's share price still has room to soar given the low valuation that the company is currently trading at below -1 standard deviation at 9.6 times price-earnings ratio (PER).

Posted by Cheah5555 > 2021-06-03 12:53 | Report Abuse

Nice breakout for MMC, hope the upward momentum could continue to reflect it true value !

Posted by BULLBULL_BULL > 2021-06-03 13:14 | Report Abuse

"MIDF Research expects port operators to perform well in FY21, revises up target prices for MMC Corp and Westports | The Edge Markets" https://www.theedgemarkets.com/article/midf-research-expects-port-operators-perform-well-fy21-revises-target-prices-mmc-corp-and

Posted by MasterYoda > 2021-06-03 13:18 | Report Abuse

If you sell and take profit now confirmed next week you will cry ke ke ke

Posted by Hglee92 > 2021-06-03 13:18 | Report Abuse

I think the rumours of privatisation is getting real and stronger !
But wish not going to happen coz even major shareholder offer at RM1.80 , it's still deem super undervalue based on MMC NTA of RM3.21 per share

Posted by ystmywh > 2021-06-03 13:27 | Report Abuse

if MMC list its port business, what is the reasonable share price for MMC?

Posted by Solomon7 > 2021-06-03 13:27 | Report Abuse

Thanks.HGLee92. Sipping my coffee and realized that the dividend also not bad.

Let see who will bite off the block at 1.30 price.

Posted by HaroldHuong > 2021-06-03 13:29 | Report Abuse

Bravo

Posted by beluga > 2021-06-03 13:39 | Report Abuse

privatisation is definitely on the cards. after privatisation, SM will list its ports division.

the question is; how much will he offer? better buy more now to have more bargaining power.

Posted by SincereStock > 2021-06-03 13:40 | Report Abuse

@Hglee92 just to be honest I think if they offer 1.80 now, most of the retailers will take it, rather than waiting for it to rise to rm2 above, which is something cannot be guaranteed and didn't know how long it might takes. rise to nta level is almost imposible consider it's current EPS is still below that standard

Posted by SincereStock > 2021-06-03 13:41 | Report Abuse

definitely a happy situation if shareholders are willing to offer 1.8 now, but realistically we just hope the upward momentum continue to maintain until our respective TP

Posted by emsvsi > 2021-06-03 13:49 | Report Abuse

To privatise, you will need PNB to come along. And with ESG and 'fairness' in the spotlight, it will be extremely tricky for PNB to go along, and so the Offeror(s) can buy my shares at RM 6 per MMC share

And the independent adviser that will be appointed, they will tell you that the offer, even at RM 3 is both UNFAIR and UNREASONABLE given the intrinsic value of MMC and the daily trading volume (i.e. highly liquid)

Hoot9e !!!

Posted by Inv3st0r69 > 2021-06-03 14:04 | Report Abuse

the recent article in the edge said ts already in talk with pnb.. so they could offer at lower price. so thats game over to minority hoping for higher price. and for independent adviser, they can always say not fair bcos lower than intrinsic value, but they can say reasonable since the offer is higher than past 12 months price and recommend minority to accept the offer..

Posted by Inv3st0r69 > 2021-06-03 14:05 | Report Abuse

i hope if there is an offer, it would be higher than 2 huhuhuhu

Posted by sharembles > 2021-06-03 14:11 | Report Abuse

Sell on news no? Sorry, newbie here..

Posted by probability > 2021-06-03 14:15 | Report Abuse

what news to sell? news yet to come....

Posted by SincereStock > 2021-06-03 14:20 | Report Abuse

why suspended? omg??

Posted by ystmywh > 2021-06-03 14:20 | Report Abuse

why must privatization first then only can list the port business? no privatize cannot list?

Posted by tallman > 2021-06-03 14:22 | Report Abuse

Oh suspended? Good or bad news?

Posted by SincereStock > 2021-06-03 14:22 | Report Abuse

really privatization?

Posted by SincereStock > 2021-06-03 14:23 | Report Abuse

good news higher chance consider the price hike and privitization talk, finger crossed

Posted by DLLKT > 2021-06-03 14:27 | Report Abuse

Stock: [MMCCORP]: MMC CORP BHD
Mar 5, 2021 11:02 PM |

*Why MMC Corporation Berhad categorized as SUPER STOCK ?*

1) *PROFIT TRACK RECORD*
Consistent profit track record for the past 15 financial years!!!(financial year 2020 better than 2019 and expected 2021 will be better than 2020)

2) *DIVIDEND TRACK RECORD*
Never fail to pay out dividend for the past 15 financial years!!! (The dividend pay out increase each year start from 2019, 2020 and expected 2021 dividend will be higher than 2020)

3) *GOOD BUSINESS MODEL*
Simple to understand business model which consisted of
PORT business, UTILITIES business &
Airport business

3) *ECONOMY MOAT*
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) *INTERGRITY & STRONG MANAGEMENT TEAM* Datuk Seri Che Khalid (Former Tenaga MD)

5) *HUGE SAFETY OF MARGIN*
Current price RM1.05 which is well below NTA of RM3.12 & just take at Westport market capitalization of RM14.5bil compare wth MMC market capitalization which only RM3.26bil and some more MMC TEU handling capacity is 50% higher than Westport (MMC truly shouting undervalue!)

6) *STRONG SHAREHOLDER*
Few major shareholders such as Tan Sri Syed Mokhtar & PNB

7) *RECESSION PROOF BUSINESS MODEL*
MMC PORT business, UTILITIES business &
Airport business
can CONFIDENTLY survive this HEALTH CRISIS of Covid-19 pandemic & proven by registered increase profit for financial year 2020 end 31 December 2020

8) *STRONG FINANCIAL POSITION*
Cash level continue to increase & debt level continue to decrease (comparison between financial year 2018, 2019 and latest 4th quarter result of 2020)

9) *LOW INTEREST RATE*
Additional big boost to MMC wth financing cost saving at loan interest payment

10) *UNDERVALUE NONE CORE BUSINESS*
Super undervalue none core business such as Senai land, Tanjung Bin land , Kulim land & Smart highways which is super undervalue if compare to the book value at MMC!!!

11) *BIG CONTRACT* MMC & its counterpart in Engineering will be beneficiary and frontrunner for MRT 3 and if government reviving the HSR or introduce any mega project under government economy prime pumping initiative

12) *OVERSEA EXPANSION*
Possible oversea asset acquisition base on MMC strength in term of financially and experiences

13) *NO SHARE DILUTION*
MMC never undertake any right issue, cash call or private placement for whole entire 15 years history!!!

14) *PRIVATISATION*
Potential major shareholder take it private (dont write off this possibility due to MMC current price well below its book value!!!)

15) *NATIONAL INTEREST*
Port consider one of the National Interest Asset which MMC control almost 50% in Malaysia
namely Port of Tanjung Pelepas, North Port, Penang Port, Beruas Port & Johor Port

16) *MONETISE ASSET*
Port listing by 4th quarter of this year and expected value MMC Port business at RM10 bil

*My latest target price for MMC Corporation Berhad is RM2 by this year*

Posted by DepecheM > 2021-06-03 14:27 | Report Abuse

Suspended... why

Posted by aliyusof > 2021-06-03 14:32 | Report Abuse

Did not see any news or announcemeny on suspension yet. True or not?

Posted by Seanyew > 2021-06-03 14:34 | Report Abuse

Good

Posted by bobochacha > 2021-06-03 14:34 | Report Abuse

for better or worse?

sincerestock good luck ya

Posted by Superb99 > 2021-06-03 14:36 | Report Abuse

good news coming

Posted by aliyusof > 2021-06-03 14:36 | Report Abuse

Ya lah suspended trading!

Posted by steve8lily > 2021-06-03 14:37 | Report Abuse

suspend due to good news?