Posted by godhand > 2018-10-08 09:42 | Report Abuse

endure this pain with gamuda. they will reward you longterm.

Posted by cpng > 2018-10-08 09:43 | Report Abuse

Beware.

建筑业基本面都面目全非，这已不是价值投资买便宜货的情况

GAmuda 是建筑业龙头，股价一路非常稳健，很多老板喜欢用，Gamuda股票来抵押进行股票交易贷款融资Margins Loan。

Gamuda 股价过去几个月腰斩，很多人要被融资砍头。

Posted by Victor Yong > 2018-10-08 09:43 | Report Abuse

I think over reaction... fall 10 to 20sen is more reasonable instead of more than 60sen.... = fall more than 20%..... it is not game over :)

Posted by hello0309 > 2018-10-08 09:44 | Report Abuse

www.theedgemarkets.com/article/willowglen-bags-rm13936m-contract-gemasjb-electrified-railway-project

Posted by Victor Yong > 2018-10-08 09:46 | Report Abuse

Even retender, it does not mean that gamuda could not get the tender again... EPF is holding more than 10% of gamuda shares... the new govt wont exclude gamuda in future projects purposely /... only want open tender... it does not mean gamuda could not compete via open tender

Posted by Kc Teh > 2018-10-08 09:46 | Report Abuse

fair value 2.8, situation most likely oversold

Posted by khatulistiwa1234 > 2018-10-08 09:48 | Report Abuse

Below 2.30 suspect , ks55 is precise judge , tsunami episode 2 on call , ghost cry wolf call , it will full force to below 2.30 , big investor is revenged .
08/10/2018 09:47

Posted by Jon Choivo > 2018-10-08 09:48 | Report Abuse

I actually think Gamuda was stupid expensive at RM5, expensive at 3.1.

And at today's price, around Fair Value. I need cheap before i buy.

See you at RM2.

Posted by Lukesharewalker > 2018-10-08 09:49 | Report Abuse

PH causes more disruption to the stock market than BN ever did in 60 years...LOL

Posted by geoffrey85 > 2018-10-08 09:50 | Report Abuse

gt 500k to spend on this counter

Posted by Victor Yong > 2018-10-08 09:52 | Report Abuse

Oversold, just need to retender for the underground part of the project only.... not the end of gamuda :) even less RM1 from the target price of 4.30 on oct 3, still at RM3.30... haha

03/10/2018 3.31 4.30 +0.99 (29.91%) BUY Rakuten
03/10/2018 3.31 4.30 +0.99 (29.91%) BUY KENANGA

Posted by Pilotsport > 2018-10-08 09:52 | Report Abuse

Gamuda tenta again

Posted by Victor Yong > 2018-10-08 09:52 | Report Abuse

buy before it is too late like when YTL fell to 80sen +++..

Posted by memorylane > 2018-10-08 09:53 | Report Abuse

i think market react not mainly due to MRT2... it is because from MRT2 negotiation, seems very obvious now Gamuda have bad connection/relationship with PH government... In coming future how Gamuda gonna survive without government project... bidding on commercial building ? no... they already used to 1 billion and above project.... i suspect next few days Gamuda price will slow diarrhea...if you wanna invest in Gamuda, buy in batches... don't sailang, you will easily get trapped.

Posted by Victor Yong > 2018-10-08 09:53 | Report Abuse

EPF is one of the largest shareholders of gamuda, the new govt also wants EPF to perform well... :)

Posted by ks5S > 2018-10-08 09:54 | Report Abuse

Fund manager start to cut loss soon. There is another big wave coming.

Posted by godhand > 2018-10-08 09:54 | Report Abuse

premium company require premium valuation. look at QL, Harta, Topglove,Scientex,Sam,Timecom,Nestle

Posted by Victor Yong > 2018-10-08 09:55 | Report Abuse

Expecting gamuda to be back to around RM2.80, at the minimum price level , by day end :)

Posted by Jon Choivo > 2018-10-08 09:57 | Report Abuse

Sudden dissappearence of the premium-ness, means huge drop.

Just because something is overvalued for a long time, does not mean it wont drop.

===============

godhand premium company require premium valuation. look at QL, Harta, Topglove,Scientex,Sam,Timecom,Nestle
08/10/2018 09:54

Posted by Victor Yong > 2018-10-08 09:57 | Report Abuse

when the underground part of the MRT project is retendered openly, then gamuda wins again, the price will recover or rebound like YTL

Posted by Victor Yong > 2018-10-08 09:59 | Report Abuse

I believe the institutional funds are buying up all the shares sold by the fearful retail investors now :)

Posted by MengYew > 2018-10-08 09:59 | Report Abuse

those buy @ 2.3+ must be celebrating

Posted by pang72 > 2018-10-08 09:59 | Report Abuse

Sapu sapu ...jangan Tak sapu....!!!

Posted by pang72 > 2018-10-08 10:01 | Report Abuse

Sai Lang! Sopport KYY

Posted by pang72 > 2018-10-08 10:01 | Report Abuse

Support the founder of Gamuds

Posted by Victor Yong > 2018-10-08 10:03 | Report Abuse

buy rate 55%, average price traded till now is about RM2.54 per share... :)

Posted by pang72 > 2018-10-08 10:03 | Report Abuse

Buy more when it's fear!?

Posted by jiunn > 2018-10-08 10:05 | Report Abuse

Risks still out there for GAMUDA....ESPECIALLY anytime of.cancellation of toll concessions by PH

Compared to TM, my TP is below 1.80!!!!

Posted by Leon3330 > 2018-10-08 10:05 | Report Abuse

Terima Kasih LGE

Posted by titus > 2018-10-08 10:05 | Report Abuse

withouth the 6% gurantee PDP model, i wonder how much it will impact gamuda earning. Futhermore, now doing turnkey. if dun manage properly, will record loss. Double whammy.

Posted by ks5S > 2018-10-08 10:05 | Report Abuse

Buy wct better. Order book 7b
Gamuda order book drop to 0.5b

Posted by godhand > 2018-10-08 10:07 | Report Abuse

even if the price drop doesnt mean it doesnt dominate its industry. it still the authority of a lot of niche within the industry

Posted by cpng > 2018-10-08 10:07 | Report Abuse

Any rebound is your chance to CL.
Gamuda is having collateral damage。

Posted by jiunn > 2018-10-08 10:08 | Report Abuse

First jump from 5.20 to 3.20.....second jump now from 3.20 to 1.60??? Lai...Lai....Lai....waiting to short Kao Kao....

Posted by CharlesT > 2018-10-08 10:09 | Report Abuse

Posted by MengYew > Oct 8, 2018 09:59 AM | Report Abuse

those buy @ 2.3+ must be celebrating

Total done below RM2.40 is only 49.9K shares

Posted by jiunn > 2018-10-08 10:11 | Report Abuse

PH short Kao Kao .....Ikan Billis mamboI Kao Kao

Posted by ks55 > 2018-10-08 10:12 | Report Abuse

As main-con for MRT2, no easy meat now.
Everything will have to well plan ahead, like cash flow on payments, interest expenses, cost effective, etc-etc.
Any cost overrun will be borne by Turnkey Contractor, very high risk for MMC-Gamuda now as they use to escalate cost (by VO) and pass all additional charges to the govt.

Look like Gamuda may go bankrupt if cost overrun exceed 10 billion ringgit, which is very possible looking back at how things were done previously.

Posted by apple168 > 2018-10-08 10:12 | Report Abuse

Do not catch the falling knife! It is deathly!

Posted by pang72 > 2018-10-08 10:13 | Report Abuse

PH goreng stock..no1...

1. Announced cancelled.
2. Announce ..it is delayed...

At the end ....just gain the different ...this is huge...!!

Posted by ks55 > 2018-10-08 10:13 | Report Abuse

My TP for Gamuda at 1.5 by end of 2018..........

Posted by pang72 > 2018-10-08 10:14 | Report Abuse

Just wait for another announcement to RECOVER the price!!

Huge capital gain by all funds..

Posted by Goh Kim Hock > 2018-10-08 10:14 | Report Abuse

the actions by the federal govt are sending shivers down to the construction companies. But in the long term, the money saved will be beneficial to the rakyat. Construction companies will no longer easily "cari makan" as like under those Umno era.

Posted by Lukesharewalker > 2018-10-08 10:15 | Report Abuse

no hurry, likely to revisit low of RM2.30 before bouncing up. Wait for analyst rerating downwards

Posted by cpng > 2018-10-08 10:16 | Report Abuse

You better pray dont break down$2.55.
Another leg coming out if cant hold on.

Posted by pang72 > 2018-10-08 10:17 | Report Abuse

Q 255

Posted by Victor Yong > 2018-10-08 10:17 | Report Abuse

Wow, short selling suspended.. will recover substantially before day end, fingers crossed

KUALA LUMPUR: The short-selling of Gamuda shares was suspended for the rest Monday after the share price fell more than 15 sen or 15% in early trade.

According to a Bursa Malaysia Securities statement, the proprietary day trading (PDT) and intraday short selling (IDSS) activities were suspended at 9.03am and they would only resume at 8.30am on Tuesday.

At 9.44am, Gamuda was down 64 sen to RM2.57 with 30.4 million shares done. It hit an early low of RM2.32 – the lowest in recent years.

Its call warrants, C54 lost 3.5 sen to 2.5 sen with 11.2 million units done.

The FBM KLCI was down 3.90 points or 0.22% to RM2.57. There were 103 gainers, 430 losers and 232 counters unchanged. Turnover was 539.46 million shares valued at RN288.06mil.

The fall in Gamuda was after the government terminated MRT 2’s underground scope, which CIMB Research said was a negative surprise.

“Huge order book impact if Gamuda fails in the soon-to-be-held international tender,” it said.

Posted by armadasaxon > 2018-10-08 10:17 | Report Abuse

Think it will go down below 2.50.

Posted by titus > 2018-10-08 10:22 | Report Abuse

I guess gamuda has not been meeting or making friends with the right people. The say they got short changed in Splash deal which cause them to have an impairment loss. Now tis news. I wonder what next......

Posted by HITnRUN > 2018-10-08 10:22 | Report Abuse

Today will close @ 2.40, tomorrow continue down to 2.20, but eventually will go up to 2.90

Posted by Lukesharewalker > 2018-10-08 10:22 | Report Abuse

gap down monster...worse is to come before better