Posted by novice8 > 2014-01-04 07:53 | Report Abuse

any idea why gamuda dropped 15c today? tq

Posted by n00bPelabur > 2014-01-04 21:24 | Report Abuse

No idea but the thing is EPF keep buying. That should keep this stock at support level

Posted by rex23 > 2014-01-07 17:19 | Report Abuse

4 days continue drop....
Dividend Ex:9/1/14 also will drop some more?

Posted by wahaha > 2014-01-10 10:44 | Report Abuse

This is the reason why Gamuda drop today....

http://www.theedgemalaysia.com/highlights/270804-stocks-to-watch-puncak-niaga-gamuda-toyo-ink-dialog-ijm-silver-ridge-formis-ho-hup.html

Posted by tzehming > 2014-01-10 15:44 | Report Abuse

thx for the news.

Posted by novice8 > 2014-01-10 18:56 | Report Abuse

why suddenly this share no kick already??

Posted by n00bpelabur > 2014-01-10 20:49 | Report Abuse

No worry the Feds are keeping an eye on both gamuda and puncak. If see latest bursa news, EPF keep buying even at slower rate.

Posted by nevtrade > 2014-01-13 10:53 | Report Abuse

http://www.theedgemalaysia.com/business-news/271059-higher-offer-price-for-gamudas-splash.html

on the way to 5.50?

Posted by ppjacob > 2014-01-13 16:14 | Report Abuse

gamuda is still a construction company, which subject to up and down. buy when weak and sell on strong.

Posted by sookfun > 2014-01-13 17:11 | Report Abuse

When is weak n strong

Posted by zack_liza > 2014-01-13 18:38 | Report Abuse

call buy at 4.50 and below...target still 4.80 (short term) & 5.20 - 5.50 (this year)...

Posted by wisdomtot > 2014-01-15 17:00 | Report Abuse

why drop so much today?

Posted by iafx > 2014-01-15 17:02 | Report Abuse

thanks to mb for revoking license, very helpful indeed :D :D :D

Posted by wisdomtot > 2014-01-16 09:08 | Report Abuse

another good day to accumulate?

Posted by zack_liza > 2014-01-16 09:25 | Report Abuse

collect more GAMUDA today ...now at support level 4.30....call buy...

Posted by JayC > 2014-01-16 09:38 | Report Abuse

its' not because of water issue le. today puncak up. if because of water issue, all water counter will come down

Posted by Airo Chasz > 2014-01-16 09:48 | Report Abuse

jz collect nxt week for sure up..this is distribution for vip

Posted by dinos > 2014-01-16 09:57 | Report Abuse

drop from the sky like with no engine

Posted by nevtrade > 2014-01-16 10:01 | Report Abuse

ya.... this Gamuda like no ummppp.... keep dropping....
any news?

Posted by wisdomtot > 2014-01-16 10:02 | Report Abuse

could be foreign dumping...my guess... but fundamental remain intact... unless some internal news now yet made public...

Posted by nevtrade > 2014-01-16 10:26 | Report Abuse

wtf...drop till 4.11

Posted by Steven Lee > 2014-01-16 10:27 | Report Abuse

4.10 lowest.....

Posted by dinos > 2014-01-16 10:27 | Report Abuse

seen huge collection at low price by lucky buyers

Posted by wisdomtot > 2014-01-16 10:38 | Report Abuse

let's see if a hammer can form at end of today =)

Posted by FAST_5 > 2014-01-16 10:47 | Report Abuse

awesome price 2 collect gamuda and its warrant..

Posted by Steven Lee > 2014-01-16 11:38 | Report Abuse

Good discount before it fly again.

Posted by zack_liza > 2014-01-16 12:47 | Report Abuse

still can buy if drop 4.30 and below...sure next week going up at 4.50, 4.80 and 5.20 to 5.50 this year...good fundamental...

Posted by dinos > 2014-01-16 15:34 | Report Abuse

with avg TP 5.2, easily fly again next week 4.8?

Posted by zack_liza > 2014-01-16 15:58 | Report Abuse

after breakout at 4.50, continue up 4.80...depend on market...now full support at 4.30..still call buy...institution collect more today to support this stock...

Posted by wisdomtot > 2014-01-16 16:59 | Report Abuse

good support everyone!! can't wait for Monday...

Posted by novice8 > 2014-01-16 18:46 | Report Abuse

Already running out of bullets to collect this good stuff on the cheap! Aiksss!

Posted by KC Loh > 2014-01-16 19:47 | Report Abuse

Waiting to buy if price is below Rm4. so have to wait for below RM4 price to appear. Heemmm

Posted by coffeepimple > 2014-01-16 21:45 | Report Abuse

last chance for you to run perhaps? good luck folks !

Posted by KC Loh > 2014-01-17 13:39 | Report Abuse

still in a downtrend

Posted by Airo Chasz > 2014-01-17 15:29 | Report Abuse

someone make fear statement bcoz missed opportunity,ahaks

Posted by Stockman > 2014-01-17 18:30 | Report Abuse

It will get the new MRT contract too

Posted by FAST_5 > 2014-01-18 19:42 | Report Abuse

Price to grab S1=4.28 and S2=4.20 .... bouncing back soon

Posted by zack_liza > 2014-01-20 09:39 | Report Abuse

Subject: Gamuda Bhd - The water saga continues - KAF

We believe the 11% (52 sen) decline in Gamuda shares so far this year, due to the water overhang, represents a great buying opportunity. This discount exceeds the full value of its stake in SPLASH, estimated at 47 sen per share. The stock is trading at cheap 14x FY14F relative to its historical average of 19x. Buy.

Best Regards,
KAF Research



WHY BOTHER?
ISSUES TO CONSIDER
• Water is a state government matter. The Chief Minister of Selangor, Tan Sri Khalid Ibrahim was quoted in the press on 9 January as threatening to invoke Section 114 of the Water Services Industry Act 2006. Essentially, this allows the government to take over the management of water assets in Selangor. On 13 January, Tan Sri went a step further by revoking the raw water license issued to the water concessionaires. As we understand it, the water treatment players require a raw water license that regulates raw water intake from the river to treatment plants. Without this license, the water concessionaires would have to cease operations, as they would effectively have no water source.
• Water is a state government matter. The Chief Minister of Selangor, Tan Sri Khalid Ibrahim was quoted in the press on 9 January as threatening to invoke Section 114 of the Water Services Industry Act 2006. Essentially, this allows the government to take over the management of water assets in Selangor. On 13 January, Tan Sri went a step further by revoking the raw water license issued to the water concessionaires. As we understand it, the water treatment players require a raw water license that regulates raw water intake from the river to treatment plants. Without this license, the water concessionaires would have to cease operations, as they would effectively have no water source.
• Wider repercussions. Moreover, we believe that nationalisation of water assets would have wider repercussions beyond the water sector. It would be damaging for other privatisations such as independent power plants and toll roads, and ultimately, the private investment climate in Malaysia.
• On track. Apart from the water issue, we understand from Gamuda that the rest of the business is on track. The MRT Line 2 approval should be forthcoming, while it is business as usual for its toll roads and property development divisions.

ACTIONABLE IDEAS
• Buy Gamuda for the best exposure into the construction sector on the back of a multi-year industry boom. We believe the water overhang is overdone with the stock falling as low as RM4.10 on 16 January before recouping some of the losses.

KEY CATALYSTS
• Positive new flows on progress of the MRT Line 2 towards receiving Cabinet approval and subsequent approval of MMC-Gamuda as the PDP for coordinating the project.
• Government implements the southern electrified double railway track project as indicated in the recent Budget 2014.
• Replenishes its land bank at good locations and at reasonable prices thus providing good schedule of property launches over the next few years amid strong property demand.

KEY RISKS
• Execution of the MRT Line 1 project runs into technical difficulty jeopardizing the 6% PDP fee.
• Sudden fall in consumer sentiment causing a sharp contraction in property sales in Malaysia.
• One round of rapid increase in building materials prices causing degradation of profits for Gamuda’s construction and property businesses.

Posted by zack_liza > 2014-01-20 14:47 | Report Abuse

still buying mode,try close at 4.40 and above.

Posted by zack_liza > 2014-01-20 16:54 | Report Abuse

tomorrow continue up trend to touch 4.50..back to the normal...before drop...

Posted by rex23 > 2014-01-20 17:04 | Report Abuse

buy buy buy...

Posted by redwed > 2014-01-21 01:13 | Report Abuse

look at this one. http://i.imgur.com/B0bNFzs.png

if you look properly, there is major support at 4.25 with long tail on both Candlestick. good time to entry, no doubt. But, it is UNDER MA200. Collect at your own risk..

Posted by DevilMustDie > 2014-01-21 01:31 | Report Abuse

RSI low..

Posted by redwed > 2014-01-21 08:22 | Report Abuse

rsi low, sign to buy. Ok or KO, it's your choice. Afraid to enter, below 200MA

Posted by invest2mil > 2014-01-21 12:43 | Report Abuse

Target price : RM4.000 !

Posted by wisdomtot > 2014-01-22 16:52 | Report Abuse

Tomorrow up or down?

Posted by Saturn > 2014-01-22 16:54 | Report Abuse

My old baby......what am I going to do.......

Posted by xenolover > 2014-01-23 01:17 | Report Abuse

Strong buy in

Posted by Bernard Tan > 2014-01-28 05:43 | Report Abuse

redwed, what is MA200?

Posted by zero > 2014-01-28 12:43 | Report Abuse

200 day moving average lor