The Top Defensive + Value + Growth Stock is MMC (2194)
The Value of MMC (2194) Senai Airport City (SAC) land alone is worth *RM4.48 billion, more than the entire market capitalisation of MMC, without even including the crown jewel Ports division (PTP, Northport, Johor Port, Penang Port, Tanjung Bruas Port), Listed Entities 37.6% Malakoff and 30.9% Gas Malaysia, Engineering (MRT1 & 2 and upcoming MRT3 - MMC-Gamuda JV)
*Senai Airport City Value = (2,055 - 11.07) acres * RM24.1 mil / 11.07 acres = RM 4,478.22 million @ RM 4.48 billion
- Senai Airport land - 2,055 acres as @ 31 December 2020 source Annual Report 2020 - Shengda New Energy Sdn Bhd purchases 11.07 acres of land in Senai Airport City from MMC for RM 24.1 mil in April 2021
Million thanks to DLLKT good call on MMC BUY recommendation and great analysis from him, Bcoz of his great analysis, I been made a 6 digits profit , muaakksss to DLLKT, love you
If you read DLLKT article , he is consistently made a buy call on MMC at RM0.60++...RM0.70++... RM0.80++... RM0.90++... RM1.00+... RM1.10++ which each his buy call I also enter and buy in , my best profit in my share investment history
Lately we observed that big local institutional investors were selling down Westports. May be this is good for MMC which is much under appreciated and under valued.
hi all sifus, MMC announced last year that they are planning to list their port business and it should done by the end of 2021. Why this news alone is not enough to bring the share price up?
dear yst. because the edge reported is as insider source only. therefore nothing concrete . might as well as no listing at all. therefore eveything is speculative and buy at your own risk
of cos if listing their port business will make their book looks better. fund raised use to pay back debt. therefore reduced their interest paid. mean mmc net profit will be higher
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Superb99
6,603 posts
Posted by Superb99 > 2021-06-02 12:13 | Report Abuse
abc333, this MMC is having 24/7 washing so not so soon..lol