Let take example , if MMC Corp dispose all Malakoff & Gas Malaysia stake at slightly higher premium, the proceed itself already more than sufficient to settle all MMC debt at company level of RM3 to 4 bil....that mean , you will own MMC Port & Logistic (crown jewel business), Senai Aiport + few thousand acreage of land and engineering business for free!
I'm here to share info wth everyone wth the sincere intention we can make a good profit from the share market.....to identify good stock, super undervalue stock , big margin of safety, consistent profit& dividend....hardly found.....our money is hard earn money
What the catalyst to move the MMC share price n why MMC much safer compare invest in other bluechip counter ?
1)deep discount compare wth NTA
2)historical low and you got the cheaper price after MMC build & grow his business for the past 20 years !
3) *Port is national interest*
4)shareholder profile (PNB is 2nd largest shareholder after Tan Sri Syed Mokthar and also a lot of institutional investment fund)
5)predictable n consistent profit
6)consistent dividend
7)major of his business model fall under category of recession proof business(mainly port, utilities& airport)
8)potential of listing MMC Port division which will value in the range of RM6 to RM8bil
9)government to initiate pump priming economy by possibility kick start on *High Speed Railway & MRT3* which *MMC JV Gamuda* is frontrunner
10)MMC lead by competent, integrity, prominent professional n well know manger such as Tan Sri Shamsul (former President of Petronas) & Datuk Seri Che Khalid (MMC Group MD)
share up say nice story buy,share down say nice story sell,so many lai that.wait 1-2 years will same like die.if u like that buy cents share or goreng share nice more and good.
DLLKT3, I bought since end 2018-2020 average 90sen(1,250million)lots=RM1,125,250million, I prepare to hold for medium term(3-5years)to win big over 2dollars I hope,anyway you explained very well, thank you.
Superman, Minus my capital 1,125,000 profit only 1,375,000 but to me this company MMC is quite safe,ports business is for long term but nothing is 100% for sure life is a gamble, but buy at this price very hard to be wrong with good dividend!!!
EPF continue to acquire Malakoff share since few month till now.....it was indirect a good news to us as MMC shareholder since Malakoff is 38.9% own by MMC
Base on MMC 2018 annual report dated 15/03/2019, EPF still hold 5.02% but cease to be substantial shareholder due single holding block dip below 5% but overall still hold above 5% as below 4.75%(no 4 shareholder)+ 0.14%(no 21 shareholder)+0.13(no 22 shareholder) = 5.02%
Urusharta Jemaah not only disposing MMC, this fund almost dispose every stock under his stable such as Lion industry, Pakson, Mah Sing, Suria Capital n etc.....almost all disposed at loss...
From technical aspect, if not Urusharta Jemaah continuously disposed MMC shares, from 233.8mil shares@7.68% to below 5%....I personally believe MMC dhare will surge above RM0.80
Look at positive angle, who capable to absord so big of volume ??....definitely well establish investment fund capable to buy in....the nature of investment fund is to make money n put the smart money to work
But anyway n anyhow, any investment come wth risk and we just merely sharing info wth no hidden agenda....wth daily transaction volume in the range above 10 mil , you n my buy in wont give any impact to MMC price ...cheers n take care
Hopefully everyone of us make substantial amount of good profit n we try to break the traditional game that only we small player or ikan bilis always make loss in market
Nelson, wow! You are plenty of bullet ya, I already not playing share about many years, but due to this covid , i dig out big potion of FD and dump all into stock for long term dividend.... AND I am also sapu quite a lot of MMC, but not as much as you la.. but my cost is definately lower then you. I am accumulate also. About BAT, yes, i also sapu 5 lot for long term dividend.... or maybe strike a jackpot of BAT the price jump to RM50 in coming years.... 5000unit x RM 50.00 = WOW....
50.00 very hard to reach cos alots of people nowaday quite smoking,20-25 maybe in the future but i think dividend 80-1.00 a year no problem anyway BAT at this price still a good medium term investment.
As always advised by prominent or well known fund manager, you need to diversify your portfolio when come to stock investment such as 5 to 10 stocks. But in my case , i apply different approach by using all my money & saving invested in only *ONE STOCK which is MMC Corporation Berhad* Why?? Because so many thousand stocks in Bursa , MMC emerge as the only ONE STOCK which fulfill all my 10 GOLDEN INVESTMENT CRITERIA as below:
1)Minimum turn over must exceed RM3bil
2)Consistently report profit for past 10 years
3)Consistently giving out dividend for the past 10 years
4)Current price below NTA (current price x 2 still below NTA)
5)Company major shareholder by individual (Any company own by entrepreneur is much better than than run by government or state fund)
6)Predictable & simple business such as Port, Utility, Highway &Airport
7)Shareholder portfolio must minimum 20% & above own by Government fund (as insurance to company business )
8)Good & well known management team (MMC chairman is Tan Sri Shamsul who is Petronas former President & MMC Group MD is Datuk Seri Che Khalid who is Tenaga former MD)
9)Current price is lowest for the past 5 years
10)Solid cashflow
Therefore, instead invest in 10 stocks , I choose the best of the best out of 10 stock , using all my money and saving ONLY invest in ONE STOCK who fully fulfill my 10 GOLDEN INVESTMENT CRITERIA which is MMC CORPORATION BERHAD
Our 0.90 coming soon, I still have some bullet to shut it in now... I NEVER KNOW ABOUT THE CHINA project have chance to influnce this stock price... I should buy 1m unit, sai lang like Nelson. Hahahha...
Hehehe long term holding of Mmc is for those in 20s, 30s or 40s for us when Mmc reach it value we should sell and spend and enjoy otherwise money is useless,but doesn't mean Mmc price won't go up in future!!!
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....
smartag
176 posts
Posted by smartag > 2020-04-29 11:34 | Report Abuse
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