Posted by yeekarwai88 > 2016-04-08 11:36 | Report Abuse

wait 4pm la,hahahah

Posted by smartly > 2016-04-08 11:37 | Report Abuse

too many blockage. haiz...
seem ho hope today.

Posted by Chong 113 > 2016-04-08 11:55 | Report Abuse

Forward This By:
Dude, Gamuda-WE is seriously UNDERVALUED
Author: cephasyu | Publish date: Mon, 21 Mar 2016, 06:46 PM

Okay guys, so let me lay this down real quick. According to the Black Scholes model, Gamuda-WE (“WE”) is worth RM1.58 and I am recommending a trading BUY.

I ran a few models even from several websites and even from Universities such as NYU and got an average WE value of RM1.58! Today’s closing price at RM1.08 is a MASSIVE discount over the intrinsic value offering an upside of 46% if you buy the WE.

Okay, so I get it, you don’t believe the Black Scholes model and you call it the BS model (quite ironic) so let’s try looking at other factors. First of all, let’s try looking at Gamuda because if the mother moves, so will the son right? Let's start with the technical analysis.

First of all, it has broken two major resistance lines at RM4.70 and Rm4.80 and it looks like it’s getting ready to break the next resistance at RM5.00. Furthermore, today it up-gapped showing a strong bullish indicator. Also, if you think you’re too late, really you’re not because the share price is still lower than where Gamuda was in May 2015. Gamuda hasn’t even returned to its previous trending level of RM 5 yet.

Now I must confess that I haven’t done the fundamental analysis for Gamuda but really, the major catalyst in the short term is the award of the MRT 2 project. I think I’ve read that the announcement on the MRT2 award is due by the end of March and by the looks of the technical chart, I suspect that insiders are starting to buy (I’m guessing). If you’re unsatisfied with this, then please please please read one of the many research reports published on Gamuda and make the decision yourself.

However, what I am advocating here is not that Gamuda is an excellent buy (while it may well be), but that the WE is at such a deep discount to intrinsic value that it’s unthinkable to pass this trade.

Looking at WE, the premium is currently only at 3.9%. That is so low! Let's look at other warrants. Sunway-WA has a 15.6% premium and expires in 2016 August (what. the. hell.). Mitra-WD a construction player has a premium of 25.2% and expires in 2020. Just look at any warrant and you'll see that a 3.9% premium on a 2021 warrant is very unjustified. Even if Gamuda-WE has a 10% premium, the WE will be worth RM1.38.

Posted by bagan > 2016-04-08 12:59 | Report Abuse

the fund manager for this analyst must have bought it at 1.13 hahaha...

Posted by chiongster1234 > 2016-04-08 15:37 | Report Abuse

4pm coming

Posted by bagan > 2016-04-08 15:45 | Report Abuse

next wave hari raya special also at 4pm....

Posted by bagan > 2016-04-08 15:46 | Report Abuse

only in june...

Posted by performer > 2016-04-08 15:52 | Report Abuse

What only in June?

Posted by ivankvs > 2016-04-08 16:09 | Report Abuse

^_^

Posted by M168 > 2016-04-08 16:59 | Report Abuse

11mil transaction only for today vs IJM 20mil

Posted by tftey > 2016-04-08 17:06 | Report Abuse

Low risk but potential high return to buy at this price

Posted by LuckyG > 2016-04-09 10:10 | Report Abuse

to me we is only abit undervalue . because of the premium is lower then market thats all . it should price around 6cents higher thats all . anyway i sold half of mine at 1.11 yesterday

Posted by smartly > 2016-04-09 11:18 | Report Abuse

do you know what is in the money and out of money mean ?? LOL !!!

Posted by LuckyG > 2016-04-09 13:51 | Report Abuse

smartly you mean me ? did i say i understand it or do i need to ? :)

Posted by performer > 2016-04-09 14:28 | Report Abuse

Visibility of future earning are there by means of project wins...want to play contra perhaps this is not the place...mid term few months might gain..depends on the time horizon of investors...definately not a get rich quick counter.

Posted by lousy_result > 2016-04-10 12:22 | Report Abuse

EPS drop YOY. Tabung Haji dump kaw kaw.
http://klse.i3investor.com/servlets/stk/fin/5398.jsp

Posted by papaya > 2016-04-10 12:44 | Report Abuse

walawei.....th dump kaw...kaw....gamuda become rm2...hehehe

Posted by ivankvs > 2016-04-10 14:23 | Report Abuse

^_^

Posted by apabolehbuat > 2016-04-10 15:15 | Report Abuse

Yet ASB is buying kaw kaw.

Posted by papaya > 2016-04-10 21:15 | Report Abuse

Walawei....asb buying kaw kaw....gamuda become rm6....hehehe

Posted by iniesta > 2016-04-10 21:40 | Report Abuse

th dumped kaw kaw because they buy mmc kaw kaw

Posted by BN_menang > 2016-04-10 21:42 | Report Abuse

TH also buy Ranhill kaw kaw.

Posted by Mohd Fahmi Bin Jaes > 2016-04-10 21:46 | Report Abuse

dont follow th. look what happend fgv price rm 4 to rm 1.50

Posted by BN_menang > 2016-04-10 21:55 | Report Abuse

Buy Gamuda low(below RM 4.5) and sell high(near RM 5) is right strategy by TH.

Posted by ivankvs > 2016-04-11 09:12 | Report Abuse

Let us hope Gamuda can break up RM 5.00 .

Posted by smkts123 > 2016-04-11 11:33 | Report Abuse

Gamuda like MRT....when its climb...very fast and express ....200km/hrs

Posted by Dell888 > 2016-04-11 14:18 | Report Abuse

Waiting for Gamuda to hit 5.50 or else the returns from WE really not meaningful ;)

Posted by ivankvs > 2016-04-11 19:11 | Report Abuse

MMC received Pan Borneo RM13 bil contract today. When turn Gamuda- Naim?

Posted by greatful > 2016-04-11 20:58 | Report Abuse

bye

Posted by princehero > 2016-04-11 21:19 | Report Abuse

gamuda x strength....

Posted by ivankvs > 2016-04-12 08:47 | Report Abuse

. . . . .

Posted by charliecharlie > 2016-04-12 11:17 | Report Abuse

queue-ing at 1.08

Posted by smartly > 2016-04-12 11:22 | Report Abuse

follow.

Posted by apabolehbuat > 2016-04-12 14:46 | Report Abuse

Dead stock?

Posted by vegebotak > 2016-04-12 14:54 | Report Abuse

distribution.................. aldy told last few days ago, cabut la , go trc better

Posted by LuckyG > 2016-04-12 15:33 | Report Abuse

wat happen ? so active . any rumours guys

Posted by performer > 2016-04-12 15:50 | Report Abuse

Distribution sohai come ready..now and then this sohai will visit distribution counter...go else where if u think better

Posted by ivankvs > 2016-04-13 09:19 | Report Abuse

. . . . .

Posted by stainlyho37 > 2016-04-13 09:52 | Report Abuse

today many see some buying in later....watch out...accumulate WE !!!

Posted by smartly > 2016-04-13 10:08 | Report Abuse

will challenge RM5 again today. :p

Posted by tftey > 2016-04-13 10:53 | Report Abuse

Some institution is pressing down the mother and collect WE personally. Once collect enough.Would push up mother over RM5.

Posted by bagan > 2016-04-13 14:56 | Report Abuse

hari raya special ni...june baru jln ni...

Posted by LuckyG > 2016-04-13 14:58 | Report Abuse

sold all my trust fund after 7 years of holding losing 10% of my capital . never buy trust fund again .. all the fund manager busy making money for themselve using our money .

Posted by LuckyG > 2016-04-13 15:09 | Report Abuse

another 1.5m share warrant convert to mother again ..... hahaha this counter trader is abnormal

Posted by bagan > 2016-04-13 15:15 | Report Abuse

LuckyG, trust fund tip, try manulife faid n makmun, im switching bwtween this 2, already make 3% this year.

Posted by apabolehbuat > 2016-04-13 15:17 | Report Abuse

I don't like Malaysian trust funds. Charges/fees are way too high. Fund managers make away with all the money.

Posted by LuckyG > 2016-04-13 15:20 | Report Abuse

i do myself for last 10 years average per year i make 15% . average out . just not enough bullet if not i not going to work .

Posted by hng33 > 2016-04-13 15:42 | Report Abuse

Gamuda under pressure, wait for opptunity to re-enter back WE

Posted by LuckyG > 2016-04-13 15:57 | Report Abuse

everyday also under pressure especially at the end millionS of share que to sell at 1best sell price .

Posted by Mohd Iqbal > 2016-04-13 16:27 | Report Abuse

got billions of contract still cannot go up.. MMC is worse