Posted by hng33 > 2017-11-07 16:26 | Report Abuse

MRT3 is remote from now, earning impact is minimum as gamuda only just started MRT2 job and profit just a beginning recognition

Posted by hng33 > 2017-11-07 16:28 | Report Abuse

Stock slump down solely due to far FUTURE project MRT3 is overdone currently

Posted by azfar8 > 2017-11-07 16:34 | Report Abuse

thanks layman, just collect at ave 4.78

Posted by Ooi Teik Bee > 2017-11-07 16:36 | Report Abuse

MRT3 is another 5 years down the road.
LRT3 and ECRL are more important to Gamuda.
Wait for Dec 2017 announcement.
Thank you.
Ooi

Posted by hng33 > 2017-11-07 22:05 | Report Abuse

AmInvestment Bank Research is maintaining its forecasts, sum-of-parts based fair value of RM5.95 and buy call on news that MRT Corp has indeed decided to carry out MRT3, not by the project delivery partner (PDP) model used for MRT1 and MRT2, but via 'build and finance' by a turnkey contractor.

“Given that the turnkey contractor will have to fund 'not less than 90% of the expected project cost (of RM35bil to RM40bil)', we believe the race has narrowed down to only Chinese and Japanese contractors, who have backing from their governments to provide soft loans for infrastructure in developing countries,” it said.

AmInvest Research said its FV values Gamuda's construction business at 16 CY18 net profit, in line with our benchmark one-year forward price-to-earnings of 14-16 times for large-cap construction stocks.

However, on a more positive note, Gamuda is confident that it will still likely to secure the tunnelling package of MRT3.

“We take comfort that Gamuda's roles in MRT3 are potentially only reduced, but not eliminated following the latest development,” it said.

Posted by bfstay > 2017-11-08 09:19 | Report Abuse

smart way by the government to ease cash flow?

Posted by ks55_ > 2017-11-08 09:32 | Report Abuse

Stupid govn is the reality. Why must depend on Gamuda only? Corruption?

Posted by ks55_ > 2017-11-08 09:38 | Report Abuse

EPS 4.2 sen great QR?

Posted by LuckyG > 2017-11-08 10:12 | Report Abuse

wait wait wait

Posted by hng33 > 2017-11-08 10:46 | Report Abuse

Recovering

Posted by badnewsborat > 2017-11-08 14:25 | Report Abuse

runnn runn selll sellll

Posted by MoneyUp888 > 2017-11-08 16:36 | Report Abuse

What kind of joker keep selling

Posted by Jackylau10 > 2017-11-08 16:56 | Report Abuse

Haha...gamuda going up soon.accumulating on weakness

Posted by stocksyndicate > 2017-11-08 19:39 | Report Abuse

Future profit might drop.

Posted by Nx350 > 2017-11-08 22:21 | Report Abuse

http://www.klsescreener.com/v2/news/view/303949

Posted by wklee9113 > 2017-11-08 22:26 | Report Abuse

Lan chiau stock

Posted by MoneyUp888 > 2017-11-08 23:17 | Report Abuse

It's misleading to use the word "drop". The only difference is the expected future contract amount is now slightly lesser. Why needs to sell when the earning is not even affected? Somemore MRT3 project is too early to count in.

Posted by MoneyUp888 > 2017-11-08 23:19 | Report Abuse

Look at the price chart and see how market reacts in an irrational way. It's obviously oversold

Posted by Muthusamy > 2017-11-09 00:09 | Report Abuse

i wonder why gamuda-we doesnt follow mother ??

Posted by gooman > 2017-11-09 06:58 | Report Abuse

KESM is a very good semiconductor stock with a low P/E. Very Bullish.

Posted by hng33 > 2017-11-09 10:25 | Report Abuse

sold partial gamuda at 4.84, lock contra profit first, free up capital swap to senergy.

Posted by hng33 > 2017-11-09 11:32 | Report Abuse

sold back all balance gamuda, all at 4.84, locked all contra profit

Posted by MoneyUp888 > 2017-11-09 12:02 | Report Abuse

Such a short term player. Tsk tsk

Posted by pakatan_harapan2 > 2017-11-09 12:44 | Report Abuse

MRT3, MRT2, etc wasting money. Only BN does that not Pakatan.

Posted by apolloang > 2017-11-09 12:45 | Report Abuse

waste lah good.....be a crook better.stay in msia must cheat to rich

Posted by MoneyUp888 > 2017-11-10 00:47 | Report Abuse

MikiMouse9 Joker trying to grab low. Wakaka

Posted by AK2899 > 2017-11-10 01:38 | Report Abuse

EPF No sell , no one lost money , how can EPF give 6% div ? lol......sell sell sell ....big drop coming , run forest run !!!!

Posted by king555 > 2017-11-10 15:37 | Report Abuse

no move liao..boring

Posted by Superb99 > 2017-11-11 00:41 | Report Abuse

Slow

Posted by MoneyUp888 > 2017-11-11 15:21 | Report Abuse

Sell for you? NO WAY

Posted by skyrocket > 2017-11-12 00:34 | Report Abuse

Tony Pua: “Why is the Government so intent on hiring foreign contractors when we already have all the expertise locally?”

http://www.bing.com/news/apiclick.aspx?ref=BDIGeneric&aid=5021FF6D1971DEF2E613F5DAD265192472D38E86&tid=5FC39DE078A7479DAF0537F5C3B4FB9C&url=http%3a%2f%2fwww.freemalaysiatoday.com%2fcategory%2fnation%2f2017%2f11%2f11%2fdap-why-change-proven-delivery-model-for-mrt3-project%2f&c=1956117509281056702&mkt=en-my

Posted by goldenhorn > 2017-11-12 11:56 | Report Abuse

Mikimouse,not u again? In masteel post,u asked to sell.over here u ask to sell and not base on any facts.what is your intension actually?

Posted by GLau > 2017-11-13 10:54 | Report Abuse

Skyrocket, I query about this too.... Why our Budget 2018 benefit contractor oversea, not local...

Posted by Superb99 > 2017-11-13 17:16 | Report Abuse

super slow counter, really for those super long term investor...lol

Posted by sell > 2017-11-13 22:37 | Report Abuse

MRT to save billions in ringgit from turnkey model
Read more at http://www.thestar.com.my/business/business-news/2017/11/13/mrt-to-save-billions-in-ringgit-from-turnkey-model/#R17gfV4ITQtWLmug.99

Posted by kgkayu > 2017-11-13 23:26 | Report Abuse

He said the project delivery structure would not put Malaysian companies at a disadvantage as many of them have the capability to handle the works and arrange for financing.
Read more at http://www.thestar.com.my/business/business-news/2017/11/13/mrt-to-save-billions-in-ringgit-from-turnkey-model/#34Rcpebr5FpXML0K.99

“I also would like to stress that this new financing model is an option which we are providing the market. If the financing terms which the tenderers present are all not competitive, we still have the right to go back to Danalnfra to seek funding for the project,” he said.
Read more at http://www.thestar.com.my/business/business-news/2017/11/13/mrt-to-save-billions-in-ringgit-from-turnkey-model/#34Rcpebr5FpXML0K.99

Posted by hooi72 > 2017-11-14 11:01 | Report Abuse

why they block 4.80?

Posted by MoneyUp888 > 2017-11-14 12:05 | Report Abuse

Someone intentionally make it drops

Posted by hooi72 > 2017-11-14 12:29 | Report Abuse

now they block at seller side pula.still 4.8.

Posted by Nx350 > 2017-11-14 18:09 | Report Abuse

Tomorow rm5.0....

Posted by Jeffreychuah > 2017-11-14 21:22 | Report Abuse

Be prepared to go up in 2 weeks times. Institutional is consplidate

Posted by Max Yong > 2017-11-15 13:15 | Report Abuse

Gamuda-we is undervalue. Please read the annual report which released on last week. Totally different level than others player. Personally quite impressed about Gamuda IBS.

Posted by Jackylau10 > 2017-11-16 21:10 | Report Abuse

Consolidate and buy at weakness

Posted by prm1 > 2017-11-17 09:26 | Report Abuse

How can EFP acquire so much shares while keeping the share price low? How can that be?

Posted by GLau > 2017-11-17 09:49 | Report Abuse

Just because it is oversold and undervalue.

Posted by Lukesharewalker > 2017-11-17 12:18 | Report Abuse

Epf the biggest operator in Malaysia, read the disclosure.
Buy!

Posted by GreatWarrants > 2017-11-20 10:20 | Report Abuse

Gamuda-C39,
Put in your watchlist

Posted by kgkayu > 2017-11-20 12:05 | Report Abuse

GreatWarrants Gamuda-C39,
Put in your watchlist
20/11/2017 10:20

Hi GreatWarrants,
Any good about this Gamuda-C39? The warrant price is still dropping. Is this the right time to buy in this CW?

Posted by MoneyUp888 > 2017-11-20 13:44 | Report Abuse

Mother share is not stable yet. Why gamble with son?

Posted by kgkayu > 2017-11-20 15:41 | Report Abuse

Mother share going down more?

http://klse.i3investor.com/blogs/bfm_podcast/138696.jsp

Listen to this podcast at minutes 18:10