TA research just published a report on Gamuda...in essence, this sell down is totally unjustified as Gamuda is cautiously optimistic their DC strategy is working.

Really shitty game these funds are playing...if you happen to sell on panic ...then mati liaw

After reading TheEdge about Penang LRt cross channel package - it seems MMC-Gamuda will emerge as the winner to build the RM5B cross channel line. Both MMC Gamuda has worked together to deliver MRT1 and MRT2. Coincidentally, Penang port is owned by MMC.

If the above materialised, Gamuda would have 50% stake (RM2.5B).

The best combo :
Gamuda is already working on package 1,
MMC owns the Penang port and able to integrate this into the cross channel link
Both MMC +Gamuda has formed 50-50 JV to deliver MRT1 and 2. Their cooperation is nothing new.

Read their annual report - they operate in UK / Taiwan / Vietnam / Australia / Singapore/ Malaysia. Gamuda is well diversified across construction / utilities and renewable energy. In Malaysia alone - they are engaged in Penang LRt package #1. My opinion is that they can easily capture package #2 and #3. It is the first mover advantage - the ability to spread the construction cost over a certain volume to gain economics of scale.

Haih yah...just 4* words....Gamuda is not SunCon. The JPMorgan report point out correctly that DCs constitute just a small % of Gamuda's portfolio.

Gamuda is not a pure play Data Center operator - unlike say SunCon whereby the bulk of its order book is made up entirely of Data Centers. The main reasons Gamuda share price get whacked like there is no tomorrow is because it is associated with Data Center theme.

Gamuda is well diversified - across regions and across sectors.

Assuming the worst...that DC theme has died down...
Gamuda still got other construction activities . Unlike SunConMan who focuses exclusively on building data centers.

Thank god I cuci tangan at RM3K.06

In such a market, if got holdings in Gamuda - best to sell and take profit and then, re-enter and buy again to lower down overall cost of portfolio.

In such a market - nobody gives a shit

You sell now..big sharks thank you for that. Just treat this as noise.
My regret is insufficient bullet to wallop a few more thousands

Kanasai....can see price drop (big durian) but cannot makan.....bullets all depleted dee....

How u know?

Symlife..I am back ...just scoop up one lorry load of shares ...the most underrated valued and best managed property counter in Bursa Malaysia.

Comes 2025 - guarantee this property company will triple up as 2025 is property play ! With symlife's abundant undervalued land marked for development ... They will profit khaw khaw when developing these land ..nothing short of profit margin > 50%...

Huat Symlife 2025 ....huat Symlife 2025

Symlife..I am back ...just scoop up one lorry load of shares ...the most underrated valued and best managed property counter in Bursa Malaysia.

MRT3 construction is scheduled next year 2026?

Take profit when price exceeds RM7

Today wraps up the greatest show on earth !

Gonna ride the big wave !!

Hopefully, this year can hit RM7 leh ...

All hail the King...He rises from the dead and marches to RM7

All of this unfolds Gamuda's strategy - no wonder they have expanded their DC factory .

SunCon is unable to replicate this.

That is really a good piece of news ...looks like they are now moving up the value chain. Instead of just a pure play contractor solely focusing on building data centers (like IJM and SunCon), Gamuda is moving up the value chain by offering a bundled solution - solar for renewable energy, water and land parcels on top of building the data center.

Happy new year 2025 🎊 🎊🎊 - first day of active trading at Bursa....pray 🙏👍 that Gamuda will huat huat this year....

Happy new year 2025 - huat huat huat everyone...

Happy new year 2025 - huat huat huat everyone..m

Gadang RE / utilities division is making my eyes roll

Happy new year everyone

Looks like Gamuda gonna emulate YTL Power

When Gamuda gonna declare the 7cents dividend ?

Any good news for Gamuda ?

Meow meow
When Gamuda gonna rock $6.50?

Fly baby fly 🕊️

Meow meow meow....
What other stocks you own yah ?

Meow meow...
Wanna ask you....
Target price RM7 achievable ?

Actually, there is no changes to your portfolio dollar value 💵💰 pre and post bonus issue.

Bonus issue just make the share price appear cheaper for degenerates to come in and play with the share price

@Troy88, I second your opinion.

Hi all DaiKor, just wanna ask a childish question. What is the benefit for a stock to be included inside the KLCI benchmark composite index ? Higher visibility to foreign fund houses ?

Peatexh too dirty...

All the research houses put IJM TP at RM4 but the price is dropping amidst a rising market.

Me still holding my Gamuda tight....every single one of them ..grab them by the p*ussy ...so say Trump

Dropping....time to grab them by the p*ssy...so says Trump

Gonna breach RM10 damn soon...

Breaking news high ...hope it will breach RM9 soon

Noted ...Please sell to me at RM4

The show about to begin g

Yes..you are right 👍😀

EPF is buying like crazy - something is brewing in the kitchen - gotta do with Penang Mutiara Line? Just a wild guess...

The market loves Trump ?

Budget 2025 - WCE - Banting to Gelang Patah..
Soon, IJM will have smtg like PLUS highway....spin their highway assets into a trust account

Gamuda don't need the budget 2025 or the forever cannot materialise MRT3.