Posted by Trouble Huat > 2019-06-25 08:01 | Report Abuse

Dead cat rebound

Posted by IloveRX > 2019-06-25 08:21 | Report Abuse

today 0900 must buyback.
lock in profit first.
yum.

Posted by Darren95 > 2019-06-25 09:15 | Report Abuse

collect now

Posted by bc8660 > 2019-06-25 09:32 | Report Abuse

collect a bit too.

Posted by Huat1 > 2019-06-25 10:02 | Report Abuse

Some see crisis
Some see opportunity.

I collected Gamuda

Posted by ooibkk23 > 2019-06-25 10:17 | Report Abuse

when too many comments saying buy, careful.......

Posted by MingGoon > 2019-06-25 10:56 | Report Abuse

ooibkk23 - Dont buy when you see too many buy call. - you are right need to be careful , after all it is our hard earn money, why throw our money to the wind.

Posted by MingGoon > 2019-06-25 11:00 | Report Abuse

Huat1 - I like your saying,
"Some see Crisis , Some see opportunity "

Do what you believe in, trust in what you see, do not buy when you see nothing

To those who see well, buy , buy and accumulating, good news coming out soon.
Be like Huat1, buy more gamuda, then you will huat la

Posted by MingGoon > 2019-06-25 11:02 | Report Abuse

Gamuda from RM3.54 to RM3.64 this morning only,
What else you need to believe, except believe in this Golden Egg of Top Construction Company in Malaysia

If Gamuda fail, what other construction company in Malaysia can make it.
So buy Gamuda sure win , that is the only logic explanation

Posted by PH_pakatan_menipu > 2019-06-25 11:17 | Report Abuse

Wee Ka Siong we support you. PH deceived voters on "free toll" to win GE14.

Posted by upshare > 2019-06-25 11:56 | Report Abuse

Who keep throwing ticket???
Pu ki xx

Posted by sheep > 2019-06-25 15:33 | Report Abuse

most likely gamuda would have negotiated the contracts for maintaining the highways after it being sold ..... had they?

Posted by huntertee > 2019-06-25 15:57 | Report Abuse

Slowly but surely

Posted by qmtronic > 2019-06-25 16:35 | Report Abuse

looks like insider trading had happened prior to LGE announcement. When drop a bit ikan bilis suffer

Posted by upshare > 2019-06-25 17:41 | Report Abuse

Special dividen is for.mother share..
To who buy and hold warrant..can not get the dividen...
But after dividen.. share price will drop..

Posted by charles pang kah keet > 2019-06-25 18:10 | Report Abuse

3:40 wait

Posted by Depeche > 2019-06-25 20:49 | Report Abuse

@ooddd...you better chill...don't be another @lingkeeman

Posted by upshare > 2019-06-25 20:57 | Report Abuse

Ok..mah...EPF and Kwap is keep buying...
Not so bad
..very fast will rebound again...

Posted by SaveMsiaFromPHGov > 2019-06-25 22:00 | Report Abuse

Posted by PH_pakatan_menipu > Jun 25, 2019 11:17 AM | Report Abuse

Wee Ka Siong we support you. PH deceived voters on "free toll" to win GE14.
-----------

You are absolutely right, Bro. PH = Penipu Haprak = Pembohong Hancing

Posted by charles pang kah keet > 2019-06-26 00:09 | Report Abuse

3:30-3:40 condong

Posted by hng33 > 2019-06-26 09:42 | Report Abuse

sold back gamuda at 3.65

Posted by rmkfac100812 > 2019-06-26 10:05 | Report Abuse

Well done hng33.

Posted by sheep > 2019-06-26 10:14 | Report Abuse

omg, you believe him? every time so chun?

Posted by ampabella > 2019-06-26 10:52 | Report Abuse

syiok ohhh this counter..like yoyo up down very fast

Posted by Huat1 > 2019-06-26 11:40 | Report Abuse

Many people have no personal convictions in the stock they buy...only following the crowd.

Many overreacted two days ago and cut losses.

Investors knows the value of Gamuda

Posted by jiunn > 2019-06-26 12:33 | Report Abuse

***BUILDING BASE @ 3,60.....MARCHING TO TRY 4,00 FOR FIRST HALF YEAR WINDOW DRESSING!!!

Posted by jiunn > 2019-06-26 12:33 | Report Abuse

HUAT HUAT ARRRRRRR!!!

Posted by yoyo > 2019-06-26 13:04 | Report Abuse

Gamuda RM4 sap sap sui

Posted by Investar2862 > 2019-06-26 15:01 | Report Abuse

"Sokong" your views, @MingGoon


Posted by MingGoon > Jun 25, 2019 11:02 AM | Report Abuse

Gamuda from RM3.54 to RM3.64 this morning only,
What else you need to believe, except believe in this Golden Egg of Top Construction Company in Malaysia

If Gamuda fail, what other construction company in Malaysia can make it.
So buy Gamuda sure win , that is the only logic explanation

Posted by upshare > 2019-06-26 18:13 | Report Abuse

Hope cross above rm 3.7 for tomolo...

Posted by Kawkaw > 2019-06-26 20:27 | Report Abuse

335-³⁴⁰

Posted by smartinvestorbuffet > 2019-06-26 20:34 | Report Abuse

Boring Boring Gamuda. Go for mine. Will this get limit up? >https://klse.i3investor.com/blogs/investsmartway/212355.jsp

Posted by imoogi99 > 2019-06-26 23:10 | Report Abuse

Breaking news?????....ha ha ha ....basically old news.

Posted by qmtronic > 2019-06-27 11:08 | Report Abuse

2morro could be another wave of profit taking??

Posted by SamuelLuke > 2019-06-27 12:49 | Report Abuse

I suggest y’all better sell. LGE has made a right move at least for our country, to take back those high ways. Back in the day is easy when we r ‘rich’, our government can sub the maintenance n construction of road projects to companylike gamuda while our gov did the QC n propaganda work only. Now, we don’t have tht kind of luxury d. Most importantly, LGE would like to know which bunch of useless ppl should he start with the major retrenchment in the government sector.... at this point ... u know he is making the right move while we all know we have too many useless government sec personnel who causes all kind of troubles...better sell at the moment even though Gamuda is a good company.

Posted by RainT > 2019-06-27 12:54 | Report Abuse

what is the differences of Lim Guan Eng statement today?

I start to confused already

take over the 4 highways need 18 billion

so now what the PH government doing is not take over ???

why said need pay 6.2 billion only?

so actually is GAMUDA have sell the highway to PH government or not?

Posted by upshare > 2019-06-27 17:43 | Report Abuse

Good......rm 4.0 coming

Posted by Depeche > 2019-06-27 17:54 | Report Abuse

Slow and steady..good

Posted by jiunn > 2019-06-27 20:19 | Report Abuse

*** 6 cts Dividend......mmmmhhhhh.

Posted by Teh Boon Teck > 2019-06-27 21:26 | Report Abuse

GAMUDA Bhd has accepted the proposed offer by the Minister of Finance Inc to purchase all of the group’s equity stake in four companies.

In a filing with Bursa Malaysia today, Gamuda said the companies were Kesas Sdn Bhd, Sistem Penyuraian Trafik KL Barat Sdn Bhd, Lingkaran Trans Kota Sdn Bhd and Syarikat Mengurus Air Banjir dan Terowong Sdn Bhd.

“The board of Gamuda will make the appropriate announcements in due course after going through the relevant due process with its respective associated companies and joint venture company,” it said.

Finance Minister Lim Guan Eng had recently announced that the government had made a RM6.2 billion bid to take over four concessions of toll highways, which could save taxpayers RM5.3 billion in compensation to the concessionaires.

Gamuda has a significant stake in all four highways. – Bernama, June 27, 2019.

Posted by upshare > 2019-06-27 21:34 | Report Abuse

Good news or bad news????

Posted by Trouble Huat > 2019-06-27 21:39 | Report Abuse

bad news, earning will suddenly drop.

Posted by upshare > 2019-06-27 21:41 | Report Abuse

Tomolo limit down again...

Posted by stkstudent > 2019-06-27 21:42 | Report Abuse

market thinks otherwise, it is up, isnt it ?

Posted by shpg22 > 2019-06-27 22:20 | Report Abuse

Simple mathematic. Prior to takeover of any concession asset (including SPLASH) by the gov, concession segment contributed 50% of the profit before Tax. With the full takeover (including SPLASH, KESAS, LDP, SPRINT, SMART) this 50% will be gone. 50% is a very significant portion and no amount of construction and property job is going to fill up the earning gap in short term.

Posted by amet2017 > 2019-06-27 22:21 | Report Abuse

It is not what market thinks, it is what markt maker will do.. Hehe. You just cant fight them.

Posted by stkstudent > 2019-06-27 22:27 | Report Abuse

RM1.9 b (SPLASH) + RM2.36 b (toll) = RM4.26 BILLIONS in the kitty,
Gamuda is cash rich !

https://klse.i3investor.com/servlets/ptres/51066.jsp

Earnings and Target Price Revision

Removed Gamuda’s toll road earnings estimates starting from 3Q20E onwards. While FY19-22E earnings per share (EPS) were revised by -3%/-24%/-10%/-13%, respectively,

Posted by Investar2862 > 2019-06-28 01:10 | Report Abuse

Source: Macquarie Research - 26 Jun 2019

Following the government’s bid to take over Gamuda’s toll road concessionaires, Macquarie Equities Research (MQ Research) reiterates its Outperform rating on this counter with a revised target price. With the latest development, MQ Research has further raised Gamuda’s order win prospects ahead of the Penang Transport Master Plan (PTMP) kick-off.

Event
MQ Research reiterates its Outperform rating on Gamuda with a revised target price (TP) of RM4.30 (16x implied forward price to earnings (PE)) following the government’s bid to take over Gamuda’s toll road concessionaires. While the acquisition is subject to cabinet approval, MQ Research believes the transaction will receive a greenlight from shareholders, given that the acquisitions were priced at RM1bn above Gamuda’s book values attributed to the toll roads.
MQ Research believes by purchasing the toll roads the government is also indirectly funding the working capital needed to commence the PTMP project. MQ Research therefore has further raised Gamuda’s order win prospects ahead of the PTMP kick-off.

Impact
Toll road divestments brings RM2.36bn cash to Gamuda – special dividend on the cards? The equity value attributed to Gamuda from the toll road divestments will bring a total cash amount of RM2.36bn to Gamuda by 1HFY20E – this is in line with MQ Research’s valuations of the toll roads at RM2.24bn. MQ Research believes Gamuda will consider to declare a special dividend following these divestments, especially after failing to do so post the Syarikat Pengeluaran Air Selangor (SPLASH) sale to the government about a year ago for an initial fee of RM1.9bn. MQ Research baked in a special dividend of 15sen/share in FY20E following these divestments.

Another notch for PTMP. Note that Gamuda and the Penang State government are required on a best-effort basis to raise up to RM1.5bn each to kick off the PTMP project. MQ Research believes Gamuda will carve out RM1.5bn from the sales proceeds of RM2.36bn for this purpose. Against this backdrop, MQ Research has finally included PTMP in its order win estimates, since the PTMP was launched in 2016.
On top of a potential RM5bn tunneling works, MQ Research estimates Gamuda will get a 3% project delivery partner (PDP) fee from the Phase 1 of the PTMP, which includes reclamation works, LRT and Pan Island Link 1 (PIL1) projects – with an estimated combined costs of RM15bn-20bn. MQ Research estimates PTMP to bring meaningful contributions to Gamuda’s order wins starting in FY21E onwards.

Earnings and Target Price Revision
Removed Gamuda’s toll road earnings estimates starting from 3Q20E onwards. While FY19-22E earnings per share (EPS) were revised by -3%/-24%/-10%/-13%, respectively, the TP was raised to RM4.30 on higher order win estimates.

Price Catalyst
12-month price target: RM4.30 based on a Sum of Parts methodology.

Catalyst: Positive announcements from the PTMP project

Action and Recommendation
Outperform rating reiterated.

12-month Target Price Methodology
GAM MK: RM4.30 based on a Sum of Parts methodology

Posted by chamlo > 2019-06-28 03:31 | Report Abuse

Tun M said no to LGE proposals?

Posted by chamlo > 2019-06-28 03:32 | Report Abuse

LGE pls resign. You never ask Tun M permission first. LGE bought Gamuda share is it?