Posted by PHconman > 2019-06-23 09:24 | Report Abuse

gamuda will get penang LRT and ecrl project after dispose highway toll

Posted by share4u888 > 2019-06-23 11:19 | Report Abuse

Penang main transport plan, Gamuda already get the project. 60:40 joint venture with other.

Expected to start job soon.

Posted by share4u888 > 2019-06-23 11:27 | Report Abuse

The project cost 27bil . 60% of it is 16.2bil. Assume it take 10 years to complete, so each year will recognise 1.62bil of revenue.

Take a 10% profit margin, Gamuda can lock in 162mil per year. Each quarter will have earning of 40mil.

Posted by JJchan > 2019-06-23 12:26 | Report Abuse

After 4:00pm last Friday, Foreigner and Local Institution Funds bought 10mill shares (surely lge
leaked the news) Ikan Bilis run for cover bcos IB gave bad remarks while IB's sister Co.
sapu everythings

Posted by Huat1 > 2019-06-23 12:44 | Report Abuse

Please study the annual report to understand the business and potential of Gamuda.

The proceeds from the sales of the highways will be handy to finance the new projects...exce!

Posted by share4u888 > 2019-06-23 12:57 | Report Abuse

Gamuda-we has potential to go up

Posted by Undi_PAS > 2019-06-23 13:10 |

Post removed.Why?

Posted by huntertee > 2019-06-23 13:10 | Report Abuse

Accumulate gamuda-we while it is still low

Posted by huntertee > 2019-06-23 13:19 | Report Abuse

Currently -we is still trading at a high premium but once the mother hits the exercise price i predict it will go up aggressively

Posted by CrossSymbol > 2019-06-23 13:57 | Report Abuse

The proposed offer to purchase 4 highways is translated to how much per share ya? Can anyone enlighten me how is the calculation?

Posted by JJchan > 2019-06-23 14:35 | Report Abuse

i think i made a mistake in buying only mother last week. Should split and buy some wc. Big fish already bought in 10m mother on Friday. Ikan Bilis most likely attack Wc on Monday

Posted by share4u888 > 2019-06-23 16:24 | Report Abuse

The propose purchase price translate to rm2.50 per share. But Gamuda only get rm0.96sen per share as some highway is joint venture with other.

Posted by CrossSymbol > 2019-06-23 23:47 | Report Abuse

Thanks master share4u888 for the short and simple explanation

Posted by share4u888 > 2019-06-24 08:39 | Report Abuse

Yes, limit up. Epf and other fund managers will push the price up. Else how they earn big ?

Posted by Kingston1 > 2019-06-24 09:01 | Report Abuse

Mana limit up la weiiii !!

Posted by Sebastian Sted Power > 2019-06-24 09:03 | Report Abuse

hahahah!!

Posted by kelvin > 2019-06-24 09:04 | Report Abuse

lol ....

Posted by Sharefisher > 2019-06-24 09:06 | Report Abuse

As I expected, profit taking. But will recover later.

Posted by kevinobc > 2019-06-24 09:10 | Report Abuse

soon rm4.....

Posted by Kingston1 > 2019-06-24 09:10 | Report Abuse

Classic scenario.. Sell on news !!

Posted by geoffrey85 > 2019-06-24 09:12 | Report Abuse

"We gather that Gamuda intends to utilise the cash proceeds of RM2.36 billion or 96 sen share to pay a meaningful special dividend and reinvest the balance in potential new projects, eg, the Penang Transports Master Plan (PTMP). Assuming a payout of 30-70% of the cash proceeds from the disposal, potential net yield is 7.5-17.5% in FY20E"

Posted by Sebastian Sted Power > 2019-06-24 09:17 | Report Abuse

masuk WE 0.37-0.375 wish me good luck

Posted by Ron90 > 2019-06-24 09:24 | Report Abuse

cash is good for ecrl, hsl, property, lrt project la.. and perhaps.other mega structure project.

Posted by Sebastian Sted Power > 2019-06-24 09:28 | Report Abuse

litrak up 18% but Bamuda drop 3%. Classic!

Posted by BillyK > 2019-06-24 09:32 | Report Abuse

once sold all toll highways, cash rich and one time good dividend
then game over, welcome to penny club

Posted by Sharefisher > 2019-06-24 09:41 | Report Abuse

Got people say good, sure got people say bad.

Posted by Stevarac > 2019-06-24 09:43 | Report Abuse

It’s just an offer from Govt. still subject whether to accept or not . The board can choose what’s is in its best interest .

Posted by RainT > 2019-06-24 09:45 | Report Abuse

government PH will pressure GAMUDA to accept it

Posted by RainT > 2019-06-24 09:46 | Report Abuse

GAMUDA drop is due to its one by one cash cow have been sell off

left with property only, bleak prospect

Posted by upshare > 2019-06-24 09:52 | Report Abuse

Litrak up.... gamuda down ????

Posted by Felda_settlers > 2019-06-24 10:19 | Report Abuse

Why nothing for Felda Settlers(FGV) despite we changed govn to PH?

Posted by Felda_settlers > 2019-06-24 10:27 | Report Abuse

Why LGE said govn is bankrupt yet got $ to takeover highways?

Posted by Felda_settlers > 2019-06-24 10:29 | Report Abuse

After taking highways over "toll free" is PH cheating?

Posted by Felda_settlers > 2019-06-24 10:31 | Report Abuse

BN toll free(Bukit Kayu Hitam, EDL, Batu Tiga) is true why not in Gamuda case?

Posted by Haw Liao > 2019-06-24 10:35 | Report Abuse

see... sampah full garbage

hahaha

Posted by Haw Liao > 2019-06-24 10:36 | Report Abuse

felda folks go tanam jagung lah...

Posted by Haw Liao > 2019-06-24 10:36 | Report Abuse

hahaha garbage

Posted by huntertee > 2019-06-24 10:39 | Report Abuse

The price drop indicates that investors are worried that the company reduced in future earnings cannot be offset by cash asset now

Posted by upshare > 2019-06-24 10:47 | Report Abuse

Sampah...

Posted by siaoliao > 2019-06-24 10:50 | Report Abuse

HAHAHA SUPREME LGE........BRAVO

Posted by KAQ4468 > 2019-06-24 10:53 | Report Abuse

kah kah kah

Posted by KAQ4468 > 2019-06-24 10:53 | Report Abuse

Gamuda Bhd - Highways Privatised
Source : KENANGA, Price Call : SELL, Price Target : 2.90
Last Price : 3.67, Upside/Downside : -0.77(20.98%)

Posted by KAQ4468 > 2019-06-24 10:53 | Report Abuse

Gamuda - Toll monetisation a toll on future earnings
Source : AmInvest, Price Call : SELL, Price Target : 2.64
Last Price : 3.67, Upside/Downside : -1.03(28.07%)

Posted by Kingston1 > 2019-06-24 10:54 | Report Abuse

Sampah = la ji

Posted by KAQ4468 > 2019-06-24 10:54 | Report Abuse

aduiiiiiiiii

Posted by shpg22 > 2019-06-24 10:55 | Report Abuse

Hail to PH for making stock cheap again

Posted by DickyMe > 2019-06-24 11:03 |

Post removed.Why?

Posted by bursatrader2018 > 2019-06-24 11:08 | Report Abuse

buying opportunity here, classic textbook eg of insiders taking profit, will rebound...n up..

Posted by vitac > 2019-06-24 11:09 | Report Abuse

Future earnings sure drop, selling asset ( money printing machine ) one time profit only, construction arm kena chop few times, property not yet turn around so what to aspect...

Posted by bursatrader2018 > 2019-06-24 11:10 | Report Abuse

Gamuda is irreplacable in Construction expertise, u think the mgmt is static, not look for new opportunities ??