Posted by weiboy90 > 2012-07-26 23:21 | Report Abuse

erm..there is a list whereby the company is rank based on their market capitalisation.
take this as a reference: http://en.wikipedia.org/wiki/Kuala_Lumpur_Composite_Index

Posted by roof > 2012-07-27 10:30 | Report Abuse

What it means is MMC wont have the kind of foreign exposure

Posted by passerby > 2012-07-27 10:44 | Report Abuse

If I'm not mistaken, there are certain investment policy among the fund managers that only allow them to buy index related counters for their investment funds portfolio, if MMC is going to be excluded from index - meaning these funds managers have to start trimming down their holding of MMC, kind like force selling effect.

Posted by roof > 2012-07-27 12:39 | Report Abuse

Question is why?

Posted by Namoyaki Takarajima > 2012-07-30 10:04 | Report Abuse

MMCCORP style & TREND is always like this. You really need to understand their counter style. Watchlist.

Posted by roof > 2012-07-30 10:15 | Report Abuse

NT the counter is taken out fr the top 30 ftse bm klci becoz ihh came in. My question is why not take umw first as mmc is still slightly higher in market capitalisation at no. 28.

Posted by Ken Loo > 2012-08-01 22:02 | Report Abuse

najib wanna take klci to 1700, so of course remove this useless mmccorp

Posted by roof > 2012-08-01 23:42 | Report Abuse

Ken, I think there are plans to moved this counter later. Everything has been given to Syed Mokthar and next will be the juggling act.esp for Malakoff debt and listing and Gas Malaysia. A good portion of the plan was the Gas Malaysia BTU increase price of RM6 yearly which did not take place yet becoz of GE. Imagine the relisting, compunded with the increase at every 6 months for the BTU natural gas and the shift of funds fr ahem..... Ask yourself if its your last shot at the making what would you do. Answer: Make as much as you can right? and to do that you need to consolidate one BIG one.

Posted by roof > 2012-08-01 23:43 | Report Abuse

with the RIGHT trusted vehicle......similar to the LRT!!

Posted by Roof > 2012-08-10 02:00 | Report Abuse

Braise for a ride soon.....

Posted by dknycom > 2012-08-10 10:22 | Report Abuse

MMC start to REBOUND today...

Posted by JimYeoh > 2012-08-10 16:51 | Report Abuse

good run..

Posted by dknycom > 2012-08-10 21:09 | Report Abuse

MMC have a good start today.
NEXT WEEK will perform a GOOD SHOW for all supporters...
Cheers!!!

Posted by roof > 2012-08-18 12:58 | Report Abuse

Slow and steady MMC, I am back with a vengeance and cannot believe you did not preform the last time. I cant be wrong twice baby!!

Posted by roof > 2012-08-18 13:01 | Report Abuse

With 1MDB buying all the IPP and now projecting an IPO, their closes pal Malakoff is also following suit. Think what is going to happen guys?

Posted by roof > 2012-08-18 13:03 | Report Abuse

I am excited. Is this what I think it is. Never seen anything like this mega plan. If the powers to be or rather the powers that might not be, controls all the power .....and later water....hmmm this is massive and oOOhhh

Posted by Jake > 2012-08-18 13:05 | Report Abuse

This is all part of the general scheme to enrich some politically connected....just part of the process that keeps the wheels going..

Posted by batman > 2012-08-18 20:58 | Report Abuse

Yeap but ride on these wheels.....

Posted by roof > 2012-08-25 17:05 | Report Abuse

It may all be a plan, but for investors like us, a plan = a possibility + opportunity.

Posted by dknycom > 2012-08-25 22:09 | Report Abuse

MMC has slow down since last week.
Hopefully next week will have a good result.

Posted by batman > 2012-10-09 11:25 | Report Abuse

Common buddy you can do it!!,

Posted by batman > 2012-10-30 16:42 | Report Abuse

This horse totally cannot move.....

Posted by batman > 2012-10-31 09:25 | Report Abuse

How do you revive someone with heart failure? Answer: kickstart the heart. And there are several kickstartz alredi on the way and one of these should do it......:)

Posted by batman > 2012-11-06 14:31 | Report Abuse

This is severely critical counter haha....

Posted by tommylou > 2012-11-08 17:43 | Report Abuse

Heartbeat rate 50/minute

Posted by loh1234 > 2013-01-15 16:52 | Report Abuse

what happen to this counter this morning?

Posted by Hustle > 2013-01-17 15:35 | Report Abuse

Hi KC Loh what is your opinion regarding to this counter that already stagnant for few year? Al-Bukhary Corp :)

Posted by KC Loh > 2013-01-17 15:44 | Report Abuse

has a big project JV with Gamuda. That's all i only know about this MMC although its Syed Mokhtar flagship company!

GE time! verdict is near! :)

Posted by Hustle > 2013-01-17 15:47 | Report Abuse

My RCECAP already become wealthy dead chicken already better stop touching sensitive counter especially this one :)Thanks you KC for the 2nd thought.

Posted by lmf_hau > 2013-04-09 17:43 | Report Abuse

China Press

沙地吉讚918億經濟城 馬礦業聯營計劃中止

企業財經8 Apr 2013 22:54 轉寄 列印 字体:.Send by email

　（吉隆坡8日訊）馬礦業（MMCCORP，2194，主要板貿易）在沙地阿拉伯聯營的吉讚經濟城（Jazan Economic City）發展計劃，即日起正式中止。

　該公司今日向馬證交所報備，與沙地賓拉丁集團（Saudi Binladin Group）聯營公司，接獲沙地阿拉伯投資單位（SAGIA）誌期3月25日信函，指出馬礦業聯營公大司發展的吉讚經濟城，已遭中止。

　“目前情況尚未明朗化，董事局不便針對這項計劃遭腰斬，潛在影響公司獲利一事發表言論，不過將尋求專業咨詢，了解中止計劃潛在影響與賠償事宜。”

　馬礦業是在2006年11月5日，與沙地賓拉丁集團達成協議，共同推動發展總值達300億美元（約918.2億令吉）吉讚經濟城。

Link - http://www.chinapress.com.my/node/410705

Posted by lmf_hau > 2013-04-09 17:49 | Report Abuse

Sin Chew Press

MMC機構在沙地計劃遭終止

大馬 2013-04-09 10:51

（吉隆坡8日訊）MMC機構（MMCCORP，2194，主板貿服組）和合作夥伴，在沙地阿拉伯發展總值達300億美元的吉贊經濟城計劃的發展商地位，因工程進展面對多重困難遭到當地投資機構終止。

該公司發文告表示，基於吉贊經濟城工程面對多重困難阻擾，因此沙地阿拉伯投資局在誌期3月25日的信函中宣佈終止其和賓拉丁集團（Bin Ladin Group）的發展商和管理權。

直到釐清終止協議相關情況，否則MMC機構董事部現難以評估對未來集團盈利的影響，將與顧問就合約終止和賠償問題進行諮詢，並在取得任何新進展時作出進一步公佈。

MMC機構和賓拉丁集團是在2006年聯手獲得總值300億美元的吉贊經濟城計劃，以將之打造成集工業、商業和住宅投資的經濟特區，而雙方分別持有該計劃的50%股權。（星洲日報／財經）

Link - http://biz.sinchew.com.my/node/72991?tid=6

Posted by Jeff Lim > 2013-05-12 08:58 | Report Abuse

Mmc will hit 3.00 by next week

Posted by Hustle > 2013-05-28 13:05 | Report Abuse

Don't worry, at last the bullet train project will also drop to his hand :)

Posted by Jeff Lim > 2013-05-30 07:50 | Report Abuse

Good time to accumulate mmc share now...

Posted by 2862862 > 2013-05-31 00:44 | Report Abuse

jeff, result not please still buy?

Posted by Jeff Lim > 2013-05-31 23:41 | Report Abuse

Shit.... just unloaded...

Posted by Jee Foh > 2013-06-06 16:44 | Report Abuse

hwang valuation............

Posted by solomon > 2013-06-07 00:23 | Report Abuse

TP is getting more positive

Posted by Johari > 2013-06-07 07:49 | Report Abuse

Target price RM4.95.

MMC Corporation: Overlooked and underappreciated
• Overlooked and lagging large cap proxy to infrastructure and Iskandar
• Current share price implies land in Johor is free
• Strong investor interest in Gamuda and UEML to filter down to under-owned MMC
• Raising earnings and TP, High conviction BUY

Overlooked. The lack of large cap liquid infrastructure stocks apart from Gamuda and IJM makes MMC stand out as a strong proxy. The appetite for Malaysian infrastructure has picked up judging by the surge in Gamuda's share price, which is up 35% YTD vs 2% for laggard MMC. We have also received more queries from foreign investors but MMC is often overlooked and this is likely due to its lack of coverage and more complex businesses. This is not justified given its market cap of US$2.5bn, decent trading liquidity, orderbook of RM4bn and strong pipeline ahead. Infrastructure now forms 32% of our revised SOP valuation. The stock is also under-owed with foreign shareholding at 6.9% vs Gamuda’s 45%. With the elections behind us, the substantial overhang on Syed Mokthar-related stocks is now removed.

Iskandar assets feeling the buzz. Iskandar forms 60% of MMC’s SOP. While the direct beneficiary will be its holding of 4,556 acres of land in Senai and Tanjung Bin, its other assets such as ports and airport will continue to benefit from higher throughput and passenger arrivals (1Q13: +26%). Given the success of Vitol in Tanjung Bin, there are 3 other tank operators which will lease land for RM40 psf (including infrastructure) vs Vitol’s RM20 psf. On our estimates, every RM5psf increase in land price over our new base case of RM28-RM30psf will raise SOP by 5%.
Current share price implies Iskandar land is free; share price lagging. Based on the market values of its listed entities, the market is assigning a residual value of RM1.4bn for its construction, ports, water and Johor land bank. Putting this in perspective, even at a depressed land price of RM10psf (most recent transacted price is 25-30psf), the land is worth RM2bn.

Raising EPS and TP. We raise our FY14-FY15F earnings to impute in PDP fees of 6%. Our new SOP value of RM6.19 (TP of RM4.95 based on 20% discount) now factors in DCF value of the PDP, expectations of just RM1bn in new orders and higher land values. High conviction BUY.

Posted by loh1234 > 2013-06-07 10:01 | Report Abuse

Looks like Hwang's upgrade is influencing a lot of +ve buys to the share price.

Posted by Eric Tee > 2013-06-07 10:39 | Report Abuse

top 3 gainer of day.

Posted by starfish88 > 2013-06-07 10:40 | Report Abuse

Uptrend start...

Posted by solomon > 2013-06-07 10:43 | Report Abuse

can it break Rm3 in the 2nd quater?

Posted by Eric Tee > 2013-06-07 11:55 | Report Abuse

i think tomorrow will be start high volume

Posted by starfish88 > 2013-06-07 13:59 | Report Abuse

Rm3 should not be a problem...

Posted by Jeff Lim > 2013-06-07 21:19 | Report Abuse

Lucky I still hold some ....Time to let profit run....

Posted by vijayprem > 2013-06-07 23:31 | Report Abuse

What is the difference between SOP value and TP ?

Posted by BC475654 > 2013-06-07 23:41 | Report Abuse

DJ surging towards +200.Good for KLCI next week.Break RM 3 very soon.

Posted by stockcrazy > 2013-06-09 17:26 | Report Abuse

uptrend will start just after RM 3.00

Posted by JaniceLove > 2013-06-10 10:50 | Report Abuse

MMC now @ 3 my darlings :-)