Posted by shellhouse > 2016-01-08 12:57 | Report Abuse

time will tell. All the conditions are ripe for the harvest. :D

Only hope is mgmt manages their margins prudently. Yes it's definitely a phoenix rising from its ashes.

Posted by Ricky Kiat > 2016-01-08 13:36 | Report Abuse

today buy more & dumb dumb hold again. ..hope can be another gadang .cheers...

Posted by Un Tong > 2016-01-08 13:52 | Report Abuse

Today market cap 728mil.
retained earning as at Dec 2014 = 798 mil
RKM recurring profit for 25 years = 60-80 mil/year
RKM unrealised one off profit = 200mil+
growth potential coming from SUKE,DASH, power plant projects 3A... worth over billions order size
300% upsize or RM5-RM6 TP is definitely achieveable :)

Posted by Ricky Kiat > 2016-01-08 14:02 | Report Abuse

my saliva also flow, use margin buy more....(^0^)

oh no ...margin account already at maximum level ....(@o@)

Posted by yungyung > 2016-01-08 15:08 | Report Abuse

so guys.. does that mean good to buy now ? thanks =)

Posted by Kian Kwok Lim > 2016-01-08 15:40 | Report Abuse

没有买错，只有买贵

Posted by Kim > 2016-01-08 18:02 | Report Abuse

Will have part 3..from icon888..performed well today.

Posted by Kyou > 2016-01-08 18:25 | Report Abuse

well done Mudajaya ..XD

Posted by paperplane2016 > 2016-01-08 18:52 | Report Abuse

Shellhouse is top now, good to listen his advise

Posted by paperplane2016 > 2016-01-08 22:56 | Report Abuse

Too fast....danger

Posted by Icon8888 > 2016-01-08 23:04 | Report Abuse

paperplane 14% return so far

Damn good

Posted by paperplane2016 > 2016-01-08 23:12 | Report Abuse

....?..old ppl can't see? She'll house is 14%

Posted by facai > 2016-01-08 23:53 | Report Abuse

MUDAJYA up 5 straight days in this week. anyone know why???

Posted by latjiu > 2016-01-09 10:19 | Report Abuse

undervalued

Posted by confuse > 2016-01-09 20:54 | Report Abuse

Icon8888 comments something about ROE(or ROIC)("anything higher than let's say 13% is considered ok") in his blog yesterday. Why Mudajaya ROE 0 also good?
http://klse.i3investor.com/servlets/stk/fin/5085.jsp
http://klse.i3investor.com/blogs/icon8888/89121.jsp

Posted by paperplane2016 > 2016-01-09 22:02 | Report Abuse

Hhe, he like to twist his word according what he like

Posted by DreamSubjugator > 2016-01-09 22:06 | Report Abuse

what TP

Posted by shellhouse > 2016-01-10 13:08 | Report Abuse

confuse : look forward. don't rely solely on past information. Mudajaya has certainly hit a hard patch over the last 3 quarters. The share price has tank from rm2.70 2 years ago to rm 0.80 in august. With that said I believe market has punished it enough and in my personal opinion I'm very bullish about its prospects. please study the history of RKM to understand more. 5-7 years ago they projected a recurring profit of rm70-80m per annum from RKM alone. but considering inflation, appreciation of Rupee against MYR, amd other factors (such as drop in commodity price? coal? anyone to verify my assumption?) ..I do think the profit from rkm should be in the range of rm100-120m per annum. Apart from that.. It has well started to replenish it's construction order book which would last it a couple of years. As stressed before... I really hope the proper risk management mechanisms are in place.

my personal TP is rm2.70 by december (subject to RKM announcement of course.. The key catalyst).

Posted by murali > 2016-01-10 13:11 | Report Abuse

Is RKM more real than cash in Xinquan?

Posted by Icon8888 > 2016-01-10 13:13 | Report Abuse

sifu shellhouse, TP 2.70 ? pray u r right, slurp...

Posted by Icon8888 > 2016-01-10 13:14 | Report Abuse

murali, you are really a very cautious person, difficult to con your money. LOL

Posted by murali > Jan 10, 2016 01:11 PM | Report Abuse

Is RKM more real than cash in Xinquan?

Posted by murali > 2016-01-10 13:15 | Report Abuse

Money not much..play safe...if not eat roti kosong n drink plain water for a long long time.....as always hinted by Kk123....scary...

Posted by murali > 2016-01-10 13:17 | Report Abuse

TA wise looks ok....FA dunno...

Posted by Ven Felix > 2016-01-10 13:18 | Report Abuse

He juz sound like his name Bull Rally, not Dumb Rally ma.

Posted by murali > 2016-01-10 13:19 | Report Abuse

Posted by Un Tong > Jan 8, 2016 01:52 PM | Report Abuse

Today market cap 728mil.
retained earning as at Dec 2014 = 798 mil
RKM recurring profit for 25 years = 60-80 mil/year
RKM unrealised one off profit = 200mil+
growth potential coming from SUKE,DASH, power plant projects 3A... worth over billions order size
300% upsize or RM5-RM6 TP is definitely achieveable :)

Especially seeing this kind of beautiful stories...at one time Koon Koon also talked a lot of these kind of stories...not long ago...

Posted by Ven Felix > 2016-01-10 13:30 | Report Abuse

Using Sea cucumber law; Moo coming while peoples pessimistic. This time Murali look seriously. .hmmm

Posted by Ven Felix > 2016-01-10 13:32 | Report Abuse

Icon8888 master, r sifu still intend to publish P.2 article for Jungles Hot Meal ?

Posted by bsngpg > 2016-01-10 13:34 | Report Abuse

I like TP @ RM5-RM6 to sweeten my current boring no transaction days in Bursa. Sometimes day dreaming is good to keep passion alive in Bursa.

Posted by shellhouse > 2016-01-10 13:45 | Report Abuse

icon, I'm no sifu.. I learnt a lot from you :D

murali.. yes it's real. This time it's for real. Please refer to greddym3's recent post about Unit 1 achieving COD on 26 November.. he has also provided some links from some chattisgargh state electricity board website. COD @ commercial operation date = the key word... means the unit has already started selling power. and hence the recent spike in share price. I'm not sure about bursa requirements if such news should be announced immediately. or they are waiting for all 4 units to be commissioned.

I really hope I'm not wrong.. but this time I'm convinced. Buy at your own risk.

Posted by murali > 2016-01-10 13:48 | Report Abuse

Shellhouse do u know the Boss or makan lunch with him to get first hand insider info on the India Biz?? Somebody did that before and it works.....

Posted by Icon8888 > 2016-01-10 13:49 | Report Abuse

not trying to flame you, please consider changing your name to "sellhouse" - a very punchy name that gives people impression of your high confidence about a particular stock pick.

For illustration purpose :

"Sell your house to buy Mudajaya !!"

Posted by shellhouse > Jan 10, 2016 01:45 PM | Report Abuse

icon, I'm no sifu.. I learnt a lot from you :D

murali.. yes it's real. This time it's for real. Please refer to greddym3's recent post about Unit 1 achieving COD on 26 November.. he has also provided some links from some chattisgargh state electricity board website. COD @ commercial operation date = the key word... means the unit has already started selling power. and hence the recent spike in share price. I'm not sure about bursa requirements if such news should be announced immediately. or they are waiting for all 4 units to be commissioned.

I really hope I'm not wrong.. but this time I'm convinced. Buy at your own risk.

Posted by murali > 2016-01-10 13:55 | Report Abuse

I like the spirit and the conviction...sell house to make big money!!!!!!!!!!!...Or sell punggung if.....either win or die!!!

Posted by murali > 2016-01-10 14:00 | Report Abuse

Early bird gets the worm?? Hmm...

Posted by Icon8888 > 2016-01-10 14:01 | Report Abuse

now I want to flame you - so you are saying that my University Kurang Maju (UKM) degree cannot make me successful in life ?

just pulling your legs.. LOL

Posted by shellhouse > Jan 10, 2016 01:57 PM | Report Abuse

I think the new management under James wong is much more prudent and certainly much more impressed with his CV. First class from Imperial College weh.

Posted by shellhouse > 2016-01-10 14:01 | Report Abuse

hahahha. yes I noticed many forumers who has called me that name. The name has a meaning to it tho.

won't sell punggung la hahha. downside risk limited. only thing is to see if it can perform up to market expectations.

Posted by Icon8888 > 2016-01-10 14:03 | Report Abuse

murali, that is why my article is called "Risk on the Upside". It implies that downside risk exists, but lower if compared to upside

you have to take bolder steps, don't always worry about people stealing your roti canai, ha ha


Posted by murali > Jan 10, 2016 02:00 PM | Report Abuse

Early bird gets the worm?? Hmm...

Posted by murali > 2016-01-10 14:08 | Report Abuse

If I am not interested then I wouldnt be here....hehe...but have to stay more cautious as last time a lot of people get trapped and die hard.These people still go cry father n cry mother at Koon Koon's threads even now...

Posted by murali > 2016-01-10 14:10 | Report Abuse

See how...maybe safer to buy Benz and pray for special div...stay with Kiasu Jardin Sporean people

Posted by Mohd Fahmi Bin Jaes > 2016-01-10 14:10 | Report Abuse

what tp mudajaya

Posted by Icon8888 > 2016-01-10 14:10 | Report Abuse

you need to be cautious when it was 2.70

now only 1.14 (when I wrote)

ha ha I better stop lecturing you, I like your teh tarik very much

Posted by shellhouse > 2016-01-10 14:12 | Report Abuse

Follow your gut instinct. its good to be cautious. I have avoided many excellent opportunities elsewhere simply becoz I can't tell why I'm buying in in 2 minutes or less.

Posted by 120453 > 2016-01-10 16:11 | Report Abuse

No worries. . . ESOS for directors and staff cheapest priced at 1.90, so there's still lots of room to go up. Good p/listed co will some how ensure its employees make money via ESOS as well. I remembered I held prolexus (8966) in 2013 b4 share split at rm1.65 and prolexus is also a good stock with ESOS and in 2013 the ESOS price was attractive. Today prolexus is traded at rm2.55 after split (x2 = 5.1) all directors and staff made big fat money. . .

Posted by 120453 > 2016-01-10 16:12 | Report Abuse

Let's hope for another good Q results and pray for bonus issue or share split . . .

Posted by Stevecheahsw > 2016-01-10 19:41 | Report Abuse

Murali, CCB is possible to give special Dividend in 2016. Wait to see.

Posted by 77huat77 > 2016-01-10 23:44 | Report Abuse

Buy small hold until next 30 years!!! U will be rewarded

Posted by Kyou > 2016-01-11 09:09 | Report Abuse

Hit 1.50

Posted by 400523 > 2016-01-11 09:24 | Report Abuse

Prem Watsa of Fairfax is buying again. Looks like increasing shaeholding from 14% plus to maybe 20%. Must have done his homework on firing of power plants in India...if not crazy man. Also US dollar terms very cheap for them to buy.

Posted by Ricky Kiat > 2016-01-11 09:33 | Report Abuse

hei..... cant dumb dumb buy liao... buy last patch today... hei...

Posted by johnny cash > 2016-01-11 09:40 | Report Abuse

let s sing a song, golden goose is waking up, waking up, waking up, waking up, OH OH waking up

Posted by 400523 > 2016-01-11 10:05 | Report Abuse

If power plants ok and running....revaluation of Wisma Mudajaya and other assets, more construction contract wins...price should be 3.50 to 4.00 at least! Must get back my 100K!!!