The catalyst which will lead to BIG MOVE in MMC share price ;
1)overseas expansion @ looking for overseas opportunity (MMC MD@Datuk Seri Che Khalid statement as per above )
2)Listing of Port division (which high possibility will take place in 2021 or 2022)
3)remain profitability & consistent dividend at this HEALTH CRISIS of Covid-19 pandemic (institutional investor seeking for safe haven which drive them to place their investment at this counter)
4)strong financial position wth continuously building up in cash position n sametime reducing at debt position (super good sign!!!)
5)healthy n good in operating cashflow (business is all about positive cashflow which which represent a good business model)
6)MMC all division (mainly Port, Utilities & Engineering) continues to make increased profit even at this challenging time !!!
7)low interest rate environment is a big boost to MMC
8)Possibilty of MMC to be taken private wth current low price of RM0.755 versus NTA value of RM3.08 (Investor tends to gain the most from this exercise if really take place )...dont write off this possibility
9)disposing of none core business such as Senai land, Tanjung Bin land , Kulim land & Smart highways (the MMC landbank has been super duper undervalue which they put at their book!!!....a lot investor overlook at this segment as well)
10)MMC & its counterpart in Engineering will be beneficial if government reviving the HSR under government prime pumping economy to shore up the economy
no need waste time blow smoke here. please go read and check the latest hot relaesed annual report. Take some time go read it and you will see and discover the internal beauty of MoneyMoneyCome
It will, BAT is like a 'unpolish diamond' , as long as dividend is distribute to shareholder, BAT is fine. Let's keep aside all those speak negative about BAT, cause their jealous of the dividend that we will be receiving soon.
i Hope can stable trend up only,dividend out buy back,month to month buy.Collect 1-2 years again more good,least 1 years more Pls.i all invest in this share only,but i am small small worker only :(
DLLKT3 MMC Corporation Berhad *Intrinsic Value =RM3.46 per share*
1)Port business value at RM8bil
2)Senai Airport & landbank value at RM1.7bil (at acquisition price in year 2008)
3)Malakoff 38.44% value at RM1.67bil (at today market closing price)
4)Gas Malaysia 30.9% value at RM1.12bil (at today market closing price)
5)Aliran Ihsan Resources value at RM500mil
6)Smart Tunnel value at RM200mil
7)Engineering business value at RM900mil
*Company total value RM14.09bil* (A)
*Debt at company level RM3.6bil* (B)
MMC net value = *RM10.49bil* vs RM2bil@RM0.66 as per today closing price (current market capitalization)
That mean *MMC* intrinsic value (layman calculation) (RM10.49bil / RM2bil) x RM0.66 = *RM3.46* per share
*MMC CORPORATION BERHAD is worth RM3.46 per share !!!*
28/04/2020 9:41 PM
X
DLLKT3 My analysis just merely to share info with everyone n it's not represent calling to buy or sell of MMC Corporation Berhad. Any investment at your own risk
This MMC Corporation Berhad will hit RM1 in this fee month & by year end 2020, will above RM1.30 per share!!! I believe MMC will break through RM2 per share by 2021when economy at more stronger footing
Undervalue SUPER STOCK come wth good dividend which transform to 3.5% even the MMC price reach RM1.30 per share (I personally believe will reach by end of this year)
Meanwhile waiting MMC to breakthrough RM2 per share, I just enjoy my dividend income which is much better than any bank FD interest rate, bond , gold , oil or any currency investment
94sen is the next target. This coincides with the 61.8% retracement of the down move from RM1.25 down to RM0.45. 94sen also matches the last peak before it plunged.
As investor, WHAT we looking around is the stock which can make us BIG profit in term of capital appreciation & good dividend (THAT SIMPLE!!!) But out of few thousand stocks available in the market, to find the SUPER STOCK is uphill & difficult task !
Why MMC Corporation Berhad categorized as SUPER STOCK ?
1)Consistent profit track record for the past 14 YEARS!!!( from 2006 till recently 1st quarter result of 2020) ###even strong brand name n bluechip company Genting group, Maybank, CIMB, IOI Corp, Tenaga,Axiata,YTL Corp,AirAsia,MPI also suffer losses in this 14 years history!
2)Never fail to pay out dividend for the past 14 YEARS!!!( from 2006 till 2019 financial year)
3)Good business model which is generate positive cashflow, simple to understand, predictable and under category of recession proof business which the CORE BUSINESS mainly come from PORT business & UTILITIES business
3)Competitive edge through MMC monopoly at PORT & ULITILTIES segment!!! MMC Port business control more than 50% business in Malaysia MMC Power generation business is biggest in Malaysia MMC Gas business is almost solely distributor in Malaysia
4)High integrity & strong management team lead by Chairman, Tan Sri Shamsul (former Pertonas President) & Datuk Seri Che Khalid (Former Tenaga MD)
5)MMC current price of RM0.825 is offered investor wth HUGE SAFETY OF MARGIN!!!! MMC latest NTA at RM3.08 versus today market price at RM0.825
6)Strong & solid shareholders which control by Tan Sri Syed Mokhtar & PNB !!!
7)Which company can CONFIDENTLY survive this HEALTH CRISIS of Covid-19 pandemic & some more make reasonable god profit ??? NO DOUBT IT WAS MMC Corporation Berhad!!!
8)Strong financial position wth continuously building up in cash position n sametime reducing at debt position (super good sign!!!)
9)MMC all division (mainly Port, Utilities & Engineering) continues to make increased profit even at this challenging time !!!
10)Low interest rate regime is additional big boost to MMC
11)MMC having super duper undervalue none core business such as Senai land, Tanjung Bin land , Kulim land & Smart highways Understate or under value in MMC book which a lot investor not aware & overlook!!!
10)MMC & its counterpart in Engineering will be beneficial if government reviving the HSR under government prime pumping economy to shore up the economy
Dont miss out this SUPER STOCK of MMC@once in a million opportunity before MMC share price SKYROCKET to RM2!!!
I personally confidence MMC will breakthrough RM2 by 2021
My recommendation on MMC is not reprensent my advise to you to buy or sell. MMC daily volume more than 10mil shares, you n my buy into MMC wont affected the MMC share price movement. It was clearly & obviously that the big institutional fund is buying into MMC
We indeed at 0.85 now! is official! For all others who still thinking and can't made decision, pls do it now, it will NOT be back to 0.85 after today. Miss yesterday 0.77? Forget it, get now and move on!
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....
DLLKT3
289 posts
Posted by DLLKT3 > 2020-05-21 08:22 | Report Abuse
https://www.theedgemarkets.com/article/mmc-looking-expand-overseas-strengthen-presence