Posted by DLLKT > 2020-06-04 16:46 | Report Abuse

https://www.theedgemarkets.com/article/aminvestment-starts-coverage-mmc-fair-value-rm166

Posted by tatwaiwong > 2020-06-04 19:23 | Report Abuse

jh3321 is nice.PLS dun see this counter,if can call ur friends and another dun see this counter,dun disturb this counter,dun give MMC price high,go to see another nice goreng counters.Thank You very much.I LOVE U

Posted by jh3321 > 2020-06-04 20:13 | Report Abuse

haha @tatwaiwong no need so triggered la. I just raised a question, with no intention to disrespect any shareholders. I got the numbers from their latest QR, please correct me if I intepreted the numbers wrongly. Can't we have a factual and rational discussion on this platform?

Posted by DLLKT > 2020-06-04 20:42 | Report Abuse

DLLKT MMC Annual Report 2019 main highlights: 

1)cash at company level increased from ~RM200mil(2018) to ~RM970mil (2019) 
VERY GOOD 

2)debt at company level in year 2019 reduce ~RM400mil compare wth 2018....total net debt at company level stood at RM3.2bil 
GOOD SIGN 

3)PNB still remain as corner stone investor wth ~21% (zero disposing for whole 2019 year) 
SHOW CONFIDENCE 

4)Lower oil price mainly diesel is positive to Port business and his haulage business under Kontena Nasional Berhad 
ADVANTAGE 

5)Lower OPR will reduce financing cost 
COST DOING BUSINESS LOWER 

6)Cost rationalisation 
GOOD MANAGEMENT TEAM 

7)MMC debt at A rating 
STRONG FINANCIAL POSITION 

8)The same integrity and good management team still intact n no any big changes 
INVESTOR CONFIDENT LEVEL 

9)All MMC business back to normal 
CASHFLOW STRONG 

10)MMC gross assets increased by more than RM1bil!!!.....from RM25.32bil(2018) increased to RM26.4bil (2019)

19/05/2020 10:22 PM

Posted by tatwaiwong > 2020-06-04 23:20 | Report Abuse

jh3321,same sorry!i talk trust only.this share is play long term,short go another counters play.i like this share lower price,disturb must have fluctuation.play goreng this share u hard can untung apa de...i hope can buy lower price share in two years more.later take share interest i buy back this share de...every month i also buy this share collect de..

Posted by TuTu1183 > 2020-06-05 14:26 | Report Abuse

everyday collect 1 or 2 lot...sikit sikit lama lama jadi bukit

Posted by Mayjeane_97 > 2020-06-05 14:33 | Report Abuse

Will political issue affect mmc?

Posted by Nelson Yoong > 2020-06-05 14:43 | Report Abuse

Without port without country any government in charge have to support and grow the port for the future of the country,its a MUST!!!

Posted by beckham89 > 2020-06-05 15:18 | Report Abuse

Wa..so confident on this syed moktar stock ah! Hopefully it will be back to RM1 soon.

Posted by Sebastian Power > 2020-06-05 15:54 | Report Abuse

EPF buying malakoff like no tomorrow

Posted by TuTu1183 > 2020-06-06 01:33 | Report Abuse

when epf will buy mmccorp till like no tomorrow? saw there is a very high volume queue at 0.800/0.795..anyone can explain why?

Posted by DLLKT > 2020-06-06 10:46 | Report Abuse

https://www.mmc.com.my/MMC%20Corporation%201Q20-21-May-2020-MY-FN.pdf

Posted by kenie > 2020-06-06 13:13 | Report Abuse

mmcorp
cash flow 1.2 bil
short term debt 3 bil
longterm debt 7 bil
current liabilities 5.7 bil

Posted by Nelson Yoong > 2020-06-06 14:23 | Report Abuse

All debts link to profit making business (ports,gas,Malakoff and MRT2) why worry, this is called (good debts) money make money!!! Just like You borrow money to buy a property!

Posted by DLLKT > 2020-06-06 18:11 | Report Abuse

US market@DJIA up more than 3%!!!

Posted by DLLKT > 2020-06-06 22:29 | Report Abuse

https://www.thestar.com.my/business/business-news/2017/01/28/unlocking-value-in-mmc

Posted by DLLKT > 2020-06-06 22:30 | Report Abuse

Star Bizweek feature MMC news on Jan 2017 but worth reading

Posted by DLLKT > 2020-06-06 22:34 | Report Abuse

From 2017 to current date, MMC Corp business model & his business fundamental no change but instead grow strongly. I personally wth stand n firm opinion that MMC has been underestimated and huge undervalued by market

Happy Weekend....cheerrsss!

Posted by TuTu1183 > 2020-06-06 23:23 | Report Abuse

Tuesday continue to accumulate again

Posted by lusiao123 > 2020-06-06 23:52 | Report Abuse

mmc corp is definitely one of the counter to accumulate.

Posted by DLLKT > 2020-06-07 10:05 | Report Abuse

https://datareportal.com/reports/digital-2019-ecommerce-in-malaysia

Posted by DLLKT > 2020-06-07 10:08 | Report Abuse

BOOMING & STRONG GROWING IN ONLINE BUSINESS is another FACTOR make me so excited wth MMC Corp business which directly benefit MMC Corp main business of PORT , WAREHOUSE & HAULAGE segment !!!

Posted by DLLKT > 2020-06-07 10:08 | Report Abuse

Once in a lifetime opportunity before you miss the boat!

Posted by TuTu1183 > 2020-06-07 10:11 | Report Abuse

Accumulate as saving then

Posted by himbaan > 2020-06-07 10:12 | Report Abuse

buy, accumulate for long term. steady returns

Posted by Remo > 2020-06-08 22:24 | Report Abuse

Economy restored almost 100%. Expected for all shares to rise. I feel MMCCORP can reach RM1 by EOW. Happy trading!

Posted by DLLKT > 2020-06-08 23:19 | Report Abuse

I personally valued MMC Port business in the range of RM8bil to RM10bil

1)Penang Port
2)North Port
3)Beruas Port
4)Johor Port
5)Tanjung Pelepas Port

Control almost 50 to 60% Port business in Malaysia n as what Warren Buffet love the nature of business model and advise is MONOPOLY or DUAL MONOPOLY business model & having an ECONOMY MOAT status !!!

Posted by DLLKT > 2020-06-08 23:19 | Report Abuse

Super duper undervalue and shouting buy!!!

Posted by TuTu1183 > 2020-06-09 00:50 | Report Abuse

will buy more and accumulate today......slowly buy and accumulate

Posted by beckham89 > 2020-06-09 09:17 | Report Abuse

come already come already..

Posted by ziyang231011 > 2020-06-09 11:20 | Report Abuse

index has gone up more than 150 points ,but it didn't move at all...all rush to buy glove stocks even though all have getting higher and higher

Posted by TuTu1183 > 2020-06-09 14:43 | Report Abuse

keep on accumulate...0.805 now....

wait for 0.795

Posted by TuTu1183 > 2020-06-09 14:47 | Report Abuse

now wait for 0.785

Posted by beckham89 > 2020-06-09 15:23 | Report Abuse

seems like sideway and strong support at 0.8...hopefully it will breakout soon

Posted by lianbc12 > 2020-06-10 20:04 | Report Abuse

Seem like the operator is still absorbing ... hold tight .... price will fly very soon

Posted by Waterman > 2020-06-11 03:23 | Report Abuse

1) MMC’s market capitalisation is currently at super under value, ie RM2.4 bil (as at 10th Jun). In fact, the value of its listed assets and land bank itself exceeds the current market capitalisation.

MMC’s assets are:-
(a) 36.5% stake in Malakoff that worth RM1.57bil +-,
(b) 30.9% stake in Gas Malaysia Bhd that worth RM1.26bil+-
(c) 5,000 acres of land valued at RM4bil.
(d) MMC's Port Division has an annual capacity of 21.3 mil TEUs vs Westports Holdings Bhd's capacity of 14 mil TEUs. Currently, Westports Holdings Bhd’s market value is RM13 bil and we give MMC's port division about 25% discount from Westports , hence, MMC’s port business could be valued at RM9.75 bil or more.
(d) Not to mentioned value at Senai Airport (the only Airport that not controlled by MAHB)

Hence, total value of MMC shall stood at RM16.58 bil (vs current capitalization of RM2.4bil / 590% under value)


2) MMC has a cheap 9.6x P/E vs. 22.27x of its peer, Westports Holdings Bhd. This is unjustified given that MMC’s combined annual port capacity of 21.3mil TEUs vs Westports’ 14mil TEUs annually.

Posted by DLLKT > 2020-06-11 09:11 | Report Abuse

Once in a life time opportunity to buy MMC Corp at this level

Posted by cucubud > 2020-06-11 15:54 | Report Abuse

Below 80 sen now

Posted by DLLKT > 2020-06-11 16:47 | Report Abuse

The lower , the better, keep accumulating
Cheerrrssss

Posted by Sebastian Power > 2020-06-11 22:53 | Report Abuse

should make the port business go listed

Posted by smartag > 2020-06-11 23:09 | Report Abuse

Dow plunge more than 1000 points, all stocks in bursa will follow. MMC may go down too.

Posted by smartag > 2020-06-11 23:21 | Report Abuse

Good chance to buy back mmc next week.

Posted by cucubud > 2020-06-12 14:21 | Report Abuse

Why wait until next week?

Posted by wsthong > 2020-06-12 16:50 | Report Abuse

congrats those who bought it at low today. it gonna fly soon

Posted by Nelson Yoong > 2020-06-12 17:01 | Report Abuse

Home turn comeback(Melbourne Cup)Yes!!!

Posted by alvisgoh99 > 2020-06-12 17:21 | Report Abuse

any idea why it suddenly went up from 0.77 to 0.8 between 4-5pm?

Posted by lianbc12 > 2020-06-12 17:30 | Report Abuse

The operator is collecting, estimate next 1 or 2 week , this counter will fly

Posted by hornbill > 2020-06-12 18:04 | Report Abuse

Soon will fly..snap election.

Posted by mr91wa > 2020-06-12 18:12 | Report Abuse

Dang - missed opportunity to top up to lower my avg price. RM 0.80 is definitely the FV for this share today unless some catalyst will appear in the next few weeks.

Posted by tatwaiwong > 2020-06-12 18:52 | Report Abuse

pls all i3 people dun disturb this counters,down diam diam,up some talk lan dao big....this counters cannt give up all fast untung de....go another counters talk PLS,Thank You Very Much....