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

Eagle77

2,821 posts

Posted by Eagle77 > 2 months ago | Report Abuse

Lai lai lai ⬆️✅💰💰💰😎🤞

Leward88

69 posts

Posted by Leward88 > 2 months ago | Report Abuse

"New FTSE4Good Bursa Malaysia Index is out, constituent as below:"

1. Kinergy Advancement
2. Gamuda
3. Kawan Food
4. Datasonic Group
5. MSM Malaysia Holdings
6. OCK Group
7. TDM
8. Advanced Synergy
9. Avaland
10. Kossan Rubber
11. Classic Scenic

https://klse.i3investor.com/web/blog/detail/ESGisaNewTrend/2023-12-14-story-h-212402633-FTSE4GOOD_BURSA_MALAYSIA_DECEMBER_2023_SEMI_ANNUAL_REVIEW

jenson68

1,050 posts

Posted by jenson68 > 2 months ago | Report Abuse

Resistance can be found at the RM5 and RM5.31 levels, while support is pegged to RM4.40 and RM3.93.
(TheStar)

troy88

2,483 posts

Posted by troy88 > 2 months ago | Report Abuse

Correction couple weeks ago was opportunity to accumulate..

alyson97

20 posts

Posted by alyson97 > 2 months ago | Report Abuse

Wah, last minute 5mil transactions.... What does this mean?

theyoungman

1,476 posts

Posted by theyoungman > 2 months ago | Report Abuse

Nice volume.
5mil passing hand from left to right? Next market day shoot up? Don't think this stock will surge up like a goreng stock. This bb is for real longnterm investors.

alenac

2,572 posts

Posted by alenac > 2 months ago | Report Abuse

Why less construction jobs in Malaysia?

Bard's analysis of Gamuda CEO, Datuk Lin Yun Ling, where he expressed several concerns about the Malaysian government's spending resources in the article:

High Dependence on Subsidies: Lin criticizes the government's heavy reliance on subsidies, particularly for fuel and essential items. He argues that these subsidies artificially suppress prices, leading to stagnant wages and hindering private investment in infrastructure projects. He believes that targeted subsidies and price adjustments are necessary to incentivize private sector participation and drive economic growth.

Impact on Infrastructure Spending: Due to the high allocation of budget towards subsidies, Lin observes a decline in funding for major infrastructure projects. He fears that this trend could continue, further impacting the construction sector and economic development.

Political Will vs. Reality: Lin questions the government's commitment to making difficult but necessary changes, suggesting that short-term political goals often take precedence over long-term economic well-being. He emphasizes the need for a shift towards greater transparency and prioritizing common sense and reality over political expediency.

Consequences of Low Wages: He points out that artificially low wages, partly due to price controls, make Malaysia less attractive for private investments. He argues that higher wages, driven by market forces and reduced subsidies, would not only benefit citizens but also attract private capital for infrastructure development.

Examples: Lin uses examples from Vietnam and Taiwan to illustrate how focusing on subsidies can hinder wage growth and economic development. He contrasts these countries with Malaysia, where wages have stagnated despite rapid economic expansion.

Overall, Lin paints a concerning picture of the Malaysian government's spending priorities and its impact on infrastructure development and economic growth. He urges the government to reconsider its reliance on subsidies, prioritize long-term economic well-being, and create an environment conducive to private sector investment.

alenac

2,572 posts

Posted by alenac > 2 months ago | Report Abuse

Summary of Gamuda strength & future prospects.
Strengths:

Strong track record: Gamuda has a long and successful history of delivering major infrastructure projects in Malaysia and abroad. This gives them a competitive advantage in winning new contracts.
Diversification: Gamuda is not just focused on construction, but is also involved in property development, renewable energy, and other sectors. This diversification helps to mitigate risk and provides potential for growth in new areas.
Financial strength: Gamuda has a strong financial position, with a healthy order book and manageable debt levels. This gives them the resources to invest in new projects and take advantage of opportunities.
Technological innovation: Gamuda is committed to using innovative technologies to improve the efficiency and quality of its work. This includes technologies like building information modeling (BIM) and modular construction.
Experienced management team: Gamuda has a team of experienced and qualified managers who are able to navigate the challenges of the construction industry and make sound business decisions.

Weaknesses

Reliance on government infrastructure spending: Gamuda's success is heavily tied to government spending on infrastructure projects. As the article highlights, the Malaysian government's focus on subsidies and tight fiscal position could constrain infrastructure spending in the future, impacting Gamuda's order book and revenue.

Exposure to overseas markets: While Gamuda's expansion overseas provides growth opportunities, it also exposes them to different risks and challenges in each market. These can include variations in project margins, regulatory environments, and political stability.

Thin margins in certain markets: The article mentions that Gamuda faces lower margins in Australia due to high overheads and risk-averse clients. This could limit their profitability in certain overseas markets.

Competition in the construction sector: The construction sector is generally competitive, with both local and international players vying for projects. Gamuda needs to maintain its competitive edge in terms of efficiency, cost-effectiveness, and technological innovation to secure new contracts.

Dependence on project delivery partnerships: Gamuda's involvement in the Penang LRT project, for example, relies on being the project delivery partner (PDP). If the government decides to appoint a different entity, it could impact Gamuda's revenue and future prospects in that project.

Potential environmental concerns: Some of Gamuda's projects, such as the Penang South Islands reclamation project, have faced criticism from environmental groups. The company needs to be mindful of environmental considerations and ensure its projects adhere to sustainable practices.

It's important to note that these are potential weaknesses based on the available information. Gamuda has taken steps to address some of these challenges, such as diversifying its portfolio and expanding overseas. However, it's crucial to be aware of these potential risks when evaluating Gamuda's business model.
Future prospects:

Growth opportunities overseas: With the Malaysian infrastructure market facing challenges, Gamuda is likely to continue to focus on expanding its operations overseas, particularly in countries like Australia and Taiwan.
Renewable energy: Gamuda is well-positioned to capitalize on the growing demand for renewable energy, with its experience in hydropower and its investment in solar energy.

Public-private partnerships: The Malaysian government is increasingly looking to the private sector to invest in infrastructure projects. Gamuda's experience and financial strength make it a prime candidate for these partnerships.

Challenges: Gamuda faces some challenges in the future, such as the potential for rising interest rates, political uncertainty, and competition from other construction companies.
However, its strengths and experience should help it to overcome these challenges and continue to be a successful company.
Overall, Gamuda is a strong company with a bright future. Its strengths in track record, diversification, financial strength, and technological innovation give it a competitive advantage in the construction industry. While there are some challenges ahead, Gamuda's future prospects are positive.
https://theedgemalaysia.com/node/693581

SourDosey

117 posts

Posted by SourDosey > 2 months ago | Report Abuse

Gamuda is being window dressed. I guess it will move up by end of the month ..

Riaz1954

1,149 posts

Posted by Riaz1954 > 2 months ago | Report Abuse

Too many held by epf ….they sell make a margin and than return than the share price advances a bit and the whole cycle is repeated ….unless there is a catalyst such selling of the highway concession or new contract ….

madmusrz

28 posts

Posted by madmusrz > 2 months ago | Report Abuse

epf is slowly selling or buying??..i confuse

Germaice

129 posts

Posted by Germaice > 2 months ago | Report Abuse

LRT

Pinky

3,159 posts

Posted by Pinky > 2 months ago | Report Abuse

Today market so quiet and gloomy

SourDosey

117 posts

Posted by SourDosey > 1 month ago | Report Abuse

no window dressing for Gamuda today...?

Posted by Lightofheaven > 1 month ago | Report Abuse

haha lai liao..huat ahh

troy88

2,483 posts

Posted by troy88 > 1 month ago | Report Abuse

Construction king steady..

alyson97

20 posts

Posted by alyson97 > 1 month ago | Report Abuse

steady..... all time high!

alyson97

20 posts

Posted by alyson97 > 1 month ago | Report Abuse

hohoho took some profit at 4.85

Mabel

22,909 posts

Posted by Mabel > 1 month ago | Report Abuse

Wow Gamuda so power today..

Pinky

3,159 posts

Posted by Pinky > 1 month ago | Report Abuse

Tomorrow 5.00?

Posted by Lightofheaven > 1 month ago | Report Abuse

kalau 5.0 saya belanja minum air setapak

jenson68

1,050 posts

Posted by jenson68 > 1 month ago | Report Abuse

Undervalued counter !! Be patient will be rewarded , let’s wait & see

jenson68

1,050 posts

Posted by jenson68 > 1 month ago | Report Abuse

RHB Research has maintained an "overweight" call on the construction sector, with the top picks being Gamuda, Sunway Construction, and Kerjaya Prospek Group Bhd. (NST)

jenson68

1,050 posts

Posted by jenson68 > 1 month ago | Report Abuse

Construction giants will be above 5 anytime from now , hehe

gohkimhock

2,871 posts

Posted by gohkimhock > 1 month ago | Report Abuse

it is possible above RM5 for Gamuda. Their earnings base is large. After all, i foresee construction and property counters to stage a strong comeback this 2 years..

troy88

2,483 posts

Posted by troy88 > 1 month ago | Report Abuse

Construction king will surely surpass RM5 soon..

SourDosey

117 posts

Posted by SourDosey > 1 month ago | Report Abuse

Agree with you, troy88. Rm5, here it goes

ahmad

21 posts

Posted by ahmad > 1 month ago | Report Abuse

MRT project

Kim

3,837 posts

Posted by Kim > 1 month ago | Report Abuse

2 months ago

Once above 4.57 line. The game's started.
1) RM4.57
2) RM4.62
3) RM4.72 and road to RM5.00

Stay tuned with Giant Gamuda =)

Now New TP is RM5.50

Cheers!

troy88

2,483 posts

Posted by troy88 > 1 month ago | Report Abuse

RM5 achieved as expected but there is more to come. Construction king will challenge ATH this year..

jenson68

1,050 posts

Posted by jenson68 > 1 month ago | Report Abuse

Congrats !! Break 5 resistance finally

Posted by Lightofheaven > 1 month ago | Report Abuse

Ok nice..if RM 6 i belanja makan KFC

Riaz1954

1,149 posts

Posted by Riaz1954 > 1 month ago | Report Abuse

Price needs to breach 5 comfortably….and March on ….further catalyst will come from when major projects are awarded in Malaysia. I have high expectations of Gamuda one of better managed companies in Malayisa.

Posted by Lightofheaven > 1 month ago | Report Abuse

Goodby Gamuda
Hope to see u again

SourDosey

117 posts

Posted by SourDosey > 1 month ago | Report Abuse

Why say goodbye after OSK rises it TP to RM5.41? 😅

https://klse.i3investor.com/web/pricetarget/research/70050

SourDosey

117 posts

Posted by SourDosey > 1 month ago | Report Abuse

Gamuda is heading towards RM5 now

Mabel

22,909 posts

Posted by Mabel > 1 month ago | Report Abuse

Hit 5 oledi..

Not_logic

155 posts

Posted by Not_logic > 1 month ago | Report Abuse

HSR Gamuda no bid? pang72 said China can fund HSR.

troy88

2,483 posts

Posted by troy88 > 1 month ago | Report Abuse

Construction king steady..

SourDosey

117 posts

Posted by SourDosey > 1 month ago | Report Abuse

reaching Rm30 billion in order book soon?

Mabel

22,909 posts

Posted by Mabel > 1 month ago | Report Abuse

Earlier Mabel collected the Singapore Gem, Time to collect more Malaysian Gems. Gamuda financial looks very promising. Technical charts still very good trading above all Mabel’s targeted moving average. The latest earnings per share (EPS), book value per share (BVPS), and dividend per share (DPS) of Gamuda Bhd (GAMUDA) are as follows:

EPS: 7.26 cents, as of 31 October 2023
BVPS: RM4.14, as of 31 October 2023
DPS: 6.00 cents, as of 31 October 2023

SourDosey

117 posts

Posted by SourDosey > 1 month ago | Report Abuse

Gamuda reiterated its new order-win target of RM25 bil a year in FY24 and FY25. I think they can reach RM30 bil in one day

chongwee

124 posts

Posted by chongwee > 1 month ago | Report Abuse

CONSTRUCTION JOB MORE

chongwee

124 posts

Posted by chongwee > 1 month ago | Report Abuse

AGONG WANT MADANI MALAYSIA WANT JOHOR DEVELOPMENT WANT JOHOR GROWTH IN HIS HIGHNESS LEADERSHIP

SourDosey

117 posts

Posted by SourDosey > 1 month ago | Report Abuse

Construction theme play for 2024

kancs3118

2,075 posts

Posted by kancs3118 > 1 month ago | Report Abuse

Seeds have been planted many seasons ago...now, just watch as the tree 🎄 grows and wait to reap her harvest

sugumaran

132 posts

Posted by sugumaran > 1 month ago | Report Abuse

HSR

utusminum

93 posts

Posted by utusminum > 1 month ago | Report Abuse

after MRCB, BJLAND, IJM....next one will be GAMUDA...they have very strong partner to bid for the johor HSR

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