GAMUDA BHD

KLSE (MYR): GAMUDA (5398)

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Last Price

5.08

Today's Change

-0.01 (0.20%)

Day's Change

5.05 - 5.11

Trading Volume

4,033,200


6 people like this.

17,160 comment(s). Last comment by notrealBoo 1 week ago

Trader1188

251 posts

Posted by Trader1188 > 2023-10-25 17:24 | Report Abuse

Wow! Gamuda has won another major overseas MRT job in Taiwan for RM3.45 billion.

Kim

3,837 posts

Posted by Kim > 2023-10-25 17:47 | Report Abuse

Welldone Gamuda!
1st goodies.

Next goodies coming also.

Trader1188

251 posts

Posted by Trader1188 > 2023-10-25 18:02 | Report Abuse

@Kim, Yes indeed a spectacular milestone for Gamuda. They keep on winning overseas jobs, and I heard another overseas job is coming too. By the way, not to forget the local mega job.

Kim

3,837 posts

Posted by Kim > 2023-10-25 18:06 | Report Abuse

Its SRL East project Australia.

Trader1188

251 posts

Posted by Trader1188 > 2023-10-25 21:20 | Report Abuse

MRT3 also in the pipeline before the end of December

theyoungman

1,476 posts

Posted by theyoungman > 2023-10-25 21:58 | Report Abuse

Dear Kim, nice one man!

theyoungman

1,476 posts

Posted by theyoungman > 2023-10-25 22:02 | Report Abuse

SRL, oh. Kim really follows up closely this GAMUDA.

Gamuda has been shortlisted for this project, and news are searchable in the Internet.

https://www.felix.net/project-news/suburban-rail-loop-progresses-further-towards-major-construction

Got any announcement already for this goodies today?

Kim

3,837 posts

Posted by Kim > 2023-10-25 23:21 | Report Abuse

@tym

Today Taiwan project awarded.
SRL as my 2c will announce before Dec.
Just my 2c sharing =)

Soon ot later, All IB’s will revise their new TP and valuation for this giant. Mostly base on new Taiwan & Australia contracts.

theyoungman

1,476 posts

Posted by theyoungman > 2023-10-25 23:29 | Report Abuse

Oh dear Kim, thank you for info.

I have just read Bursa announcement, https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3394728

Gamuda Berhad [Co. Regn. No. 197601003632 (29579-T)] (“Company” or “Gamuda”) wishes to announce that the Company together with Asia World Engineering & Construction Co.(“AWEC”) (世久營造探勘工程股份有限公司), a Taiwan-based company (Co. Regn. No. 34270072) has been awarded the Design and Build of Kaohsiung Mass Rapid Transit (“MRT”) Metropolitan Line (Yellow Line) Civil Engineering, Package YC01 in Taiwan R.O.C (“Project”) by the Taiwan Kaohsiung City Government’s Mass Rapid Transit Bureau (高雄市政府捷運工程局), a MRT division established under Taiwan Kaohsiung City Government, on 25 October 2023.

jenson68

1,050 posts

Posted by jenson68 > 2023-10-26 09:47 | Report Abuse

Sleeping giant going to roar soon , let’s wait & see

theyoungman

1,476 posts

Posted by theyoungman > 2023-10-26 09:53 | Report Abuse

Going up

Kim

3,837 posts

Posted by Kim > 2023-10-26 11:16 | Report Abuse

- Gamuda’s unbilled construction order book stands at RM22bil to RM24bil, with strong earnings visibility up to FY27.

- Management is optimistic on both domestic and international domestic wins, targetting to secure RM25bil of new jobs in FY24 and FY25.

- There are five more projects on its radar over the next 15 months, including one in Taiwan and the MRT3 underground package.

- Gamuda will also be involved in the Penang LRT development and it is also among the bidders for the Pan Borneo Sabah packages.

- In Australia, the newly acquired DT Infrastructure places Gamuda in a sweet spot to undertake more and larger infrastructure projects, especially rail.

- Also short-listed for SRL East, which is project tunneling work for Cheltenham to Glen Waverley section. John Holland and Gamuda Berhad (trading as Gamuda (Australia) Branch).

- It’s a BUY. I strongly believe it and my target upgraded to RM6.00

- My 2c. Kim

Sami_Value

429 posts

Posted by Sami_Value > 2023-10-26 11:19 | Report Abuse

leader of construction sector

connor94

18 posts

Posted by connor94 > 2023-10-26 12:34 | Report Abuse

Gamuda Bhd has been awarded a RM3.45bil design and build contract for the Kaohsiung Mass Rapid Transit Metropolitan Line (Yellow Line) Civil Engineering, Package YC01 (Package YC01) in Taiwan. https://www.thestar.com.my/business/business-news/2023/10/26/gamuda-wins-rm35bil-overseas-contract

theyoungman

1,476 posts

Posted by theyoungman > 2023-10-26 13:06 | Report Abuse

@kim
Great explanation. Thumb up

jenson68

1,050 posts

Posted by jenson68 > 2023-10-26 17:21 | Report Abuse

各券商的投资建议
券商 投资评级 目标价(令吉)
马银行投银研究 买进 4.80
大众投银研究 跑赢大市 5.00
大马投银研究 买进 5.17
兴业投银研究 买进 5.31
MIDF证券研究 买进 5.38
肯纳格投银研究 跑赢大市. 5.45
银河-联昌证券研究 增持. 5.65

troy88

2,483 posts

Posted by troy88 > 2023-10-27 11:38 | Report Abuse

Gamuda is a well managed construction powerhouse.

Kim

3,837 posts

Posted by Kim > 2023-10-30 20:55 | Report Abuse

Gamuda to form JV to develop 187.5MW hydroelectric power plant in Sabah

https://theedgemalaysia.com/node/688175

Eagle77

2,821 posts

Posted by Eagle77 > 2023-10-30 21:51 | Report Abuse

The wars is getting worse and worst 💥💥💥economy towards doom day by day ⬇️⬇️⬇️

jenson68

1,050 posts

Posted by jenson68 > 2023-10-31 09:39 | Report Abuse

Times to fly ….hehe

Kim

3,837 posts

Posted by Kim > 2023-10-31 14:12 | Report Abuse

Gamuda Bhd's hydropower joint venture in Sabah is expected to boost its order book by between RM1.8 billion to RM3 billion, putting it on track to meet the RM13 billion target for the financial year ended Dec 31, 2024 (FY2024) set by analysts.

https://theedgemalaysia.com/node/688281

Kim

3,837 posts

Posted by Kim > 2023-10-31 14:12 | Report Abuse

Grab it before big rallies.
My 2c

jenson68

1,050 posts

Posted by jenson68 > 2023-10-31 17:31 | Report Abuse

GAMUDA (Buy, TP: RM5.19) is undoubtedly one of the primary beneficiaries of the PTMP, given that the group has a sizeable exposure in Penang via SRS Consortium Sdn Bhd
(TA research)

Kim

3,837 posts

Posted by Kim > 2023-11-01 08:44 | Report Abuse

MIDF Research, which has an “outperform” call with a RM5.45 target price, continued to like the stock being the front-runner for the tunnelling job for MRT3 and ability to secure new jobs overseas.

The project to jointly develop a hydropower plant in Tenom, Sabah secured by Gamuda Bhd will generate about RM2bil worth of civil works for the construction group, according to MIDF Research.

Kim

3,837 posts

Posted by Kim > 2023-11-01 11:41 | Report Abuse

RM4.62 (Buy)
Accumulate to be done.
Above 4.65 line will generate to fly over 4.75 line.

jenson68

1,050 posts

Posted by jenson68 > 2023-11-02 11:43 | Report Abuse

行家论股: 金务大挑战RM4.77/敏源

jenson68

1,050 posts

Posted by jenson68 > 2023-11-02 11:55 | Report Abuse

Stay firmly at 4.60 before take off….hold !!

jenson68

1,050 posts

Posted by jenson68 > 2023-11-02 16:45 | Report Abuse

Close above 4.60 baru cantik , gogogo

jenson68

1,050 posts

Posted by jenson68 > 2023-11-02 17:53 | Report Abuse

Nice closing!!

theyoungman

1,476 posts

Posted by theyoungman > 2023-11-02 18:22 | Report Abuse

4.64 nice closing.

jenson68

1,050 posts

Posted by jenson68 > 2023-11-03 08:19 | Report Abuse

Retest 4.70 !! Hold

theyoungman

1,476 posts

Posted by theyoungman > 2023-11-03 18:41 | Report Abuse

This 5398 is really a good company.
Speculators all stay out, else kena telan including tulang also nothing left. Rr88 and JChew are no guts for this bb. Ha. They only dare to shout at smaller cap, RM12b vs 2b or 4b. 😂

Kim is great.

jenson68

1,050 posts

Posted by jenson68 > 2023-11-06 12:01 | Report Abuse

Can break 4.65 today ?? Hehe

jenson68

1,050 posts

Posted by jenson68 > 2023-11-06 19:38 | Report Abuse

“ 外资流入值最高的3大股项分别为金务大(GAMUDA,5398,主要板建筑)、MISC公司(MISC,3816,主要板交通与物流)和杨忠礼机构(YTL,4677,主要板公用事业) “ ( Chinapress )

jenson68

1,050 posts

Posted by jenson68 > 2023-11-07 09:18 | Report Abuse

Break 4.65 dulu & hope can take the lead in construction …haha

troy88

2,483 posts

Posted by troy88 > 2023-11-07 10:13 | Report Abuse

This stock steady like freddy. For serious investors and not for kaki judi..

Kim

3,837 posts

Posted by Kim > 2023-11-07 10:43 | Report Abuse

Major projects in Penang enhance sector prospects

https://www.thestar.com.my/business/business-news/2023/11/07/major-projects-in-penang-enhance-sector-prospects

theyoungman

1,476 posts

Posted by theyoungman > 2023-11-07 20:27 | Report Abuse

@troy88
Yes. It is for real and true investors. Not for punters like rr8x or JohxCxx.

SourDosey

117 posts

Posted by SourDosey > 2023-11-09 09:22 | Report Abuse

Never mind, just a transient setback due to share disposal from EPF

jenson68

1,050 posts

Posted by jenson68 > 2023-11-10 11:34 | Report Abuse

Maybank target price : 5.25
Maintain buy call

jenson68

1,050 posts

Posted by jenson68 > 2023-11-16 11:12 | Report Abuse

“ 另一方面,该行维持金务大(GAMUDA,5398,主板建筑组)“增持”评级,因为该公司的盈利能见度高。

分析员看好,该公司将从即将推介的大马基本设施工程中受惠,比如捷运三线、槟城轻快铁和泛婆罗高速大道。该公司的澳洲工程,也将在2024至2026财政年,为公司贡献23至31%盈利。

他指出,金务大现有建筑订单达250亿令吉,将支撑贡献近56%盈利的建筑业务,将达到该行未来3年内的预测目标。也预计,该公司将在2024财政年内,再赢得70至80亿令吉的合约。

分析员预计,该公司的核心净利在未来2年内,将分别增长18%和20%。”
( Sinchew )

theyoungman

1,476 posts

Posted by theyoungman > 2023-11-16 17:59 | Report Abuse

5398 pre closed & gapped up closed at 4.66 eaten 1.095mil shares ❤️❤️👍👍

jenson68

1,050 posts

Posted by jenson68 > 2023-11-16 22:54 | Report Abuse

Keep up the momentum & challenge above 4.70 next week !! Gogogo

theyoungman

1,476 posts

Posted by theyoungman > 2023-11-16 23:48 | Report Abuse

Go! Real investors bb this counter. Good ones.

troy88

2,483 posts

Posted by troy88 > 2023-11-17 09:29 | Report Abuse

Still solid. Will slowly rise up. EPF buying back. They know it's too good a company to ignore..

jenson68

1,050 posts

Posted by jenson68 > 2023-11-17 11:40 | Report Abuse

“ The research house, which has a “buy” call on Gamuda with a target price of RM5.38, said Gamuda won one of the main packages from Sungai Rasau water supply scheme, with a contract value of RM1.97bil. “ ( MIDF )

SourDosey

117 posts

Posted by SourDosey > 2023-11-17 12:44 | Report Abuse

follow EPF to chip in

jenson68

1,050 posts

Posted by jenson68 > 2023-11-19 18:45 | Report Abuse

Undervalue

jenson68

1,050 posts

Posted by jenson68 > 2023-11-20 08:56 | Report Abuse

Challenge above 4.70 this week !! Gogogo

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