Posted by pang72 > 2024-06-18 21:15 | Report Abuse

https://www.enanyang.my/%E5%8C%97%E9%A9%AC/%E6%A7%9F%E5%9F%8E%E5%8D%83%E4%BA%BF%E5%A4%A7%E5%B7%A5%E7%A8%8B%E5%BC%80%E8%B7%91-%E6%9B%B9%E8%A7%82%E5%8F%8B%E5%90%81%E5%9F%BA%E5%BB%BA%E4%B8%9A%E6%8A%8A%E6%8F%A1%E5%95%86%E6%9C%BA

槟城千亿大工程开跑 曹观友吁基建业把握商机
2024年06月18日

Posted by pang72 > 2024-06-18 21:15 | Report Abuse

$7 is on the way mah!!

Posted by alenac > 2024-06-19 09:16 | Report Abuse

It looks like this week foreign players net negative fund flows. Prices are expected to decline until they come in again.

Posted by yeinemesis > 2024-06-19 09:26 | Report Abuse

Is it after pmx announced that malaysia is set to join BRICS? US may not be happy.

Posted by Ninja _07 > 2024-06-19 13:01 | Report Abuse

Downtrend!

Posted by calvintaneng > 2024-06-20 07:56 | Report Abuse

Posted by zzzzz > 8 hours ago | Report Abuse

day day down,...worst among all JB related counters

SURE!

HIGH COST OF DIESEL UP BY 50% CAUSED CEMENT, STEEL & ALL OTHER CONSTRUCTION MATERIAL PRICES GO UP

CONSTRUCTION & PROPERTY WILL SEE LESSER PROFITS AND PEOPLE SELL LAH

GO BUY HEXCAP (0035) BETTER

Final decision is yours

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-12-story-h-159700552-HEXCAP_0035_A_TRILOGY_OF_3_BUSINESSES_FOR_DC_DATA_CENTERS_POWER_TRANSMI

Posted by Kenneth91 > 2024-06-21 20:39 | Report Abuse

Maybank IB positive on Gamuda’s prospects, raises target price to RM7.25

https://theedgemalaysia.com/node/716230

Posted by SourDosey > 2024-06-25 11:55 | Report Abuse

Strong buy call from RHB 😃

https://klse.i3investor.com/web/pricetarget/research/71824

Posted by hhhiii123 > 2024-06-25 21:32 | Report Abuse

hmm, look very good? tomorrow is time to rocket given tat the KLCI red for so many days

Posted by SinGor > 2024-06-26 09:27 | Report Abuse

Bankers loan Gamuda billions ( must say Good things ) Results tell another thing ( QoQ profit grows is mere 12%)
Data Centre is overblown---Any property Co can build ( Just like a warehouse, nothing special Except the
Electronics Dram storage which is supply by American Co ---75% of total Cost of Data Center )
Only 2 Real beneficiary in 50years, TNB and Water supply Co ( water for cooling Hot control panels )

Posted by troy88 > 2024-06-26 09:33 | Report Abuse

Great QR. Well done to the construction king

Posted by Kenneth91 > 2024-06-26 09:58 | Report Abuse

Gamuda aims to double revenue to RM30bil, raise orderbook to over RM30bil

https://www.nst.com.my/business/corporate/2024/06/1068465/gamuda-aims-double-revenue-rm30bil-raise-orderbook-over-rm30bil

Posted by troy88 > 2024-06-26 11:08 | Report Abuse

New TP by TA RM8.13. Still undervalued. Resilient despite heavy market sell off the past few days. Ignorant people who only think Gamuda hype because of DC project simply did not do any research. Gamuda has strong order book even without DC. DC is just icing on the cake.

Posted by SourDosey > 2024-06-28 18:15 | Report Abuse

Double the revenue, double the share price 😁

Posted by SourDosey > 2024-07-02 19:07 | Report Abuse

TA raise the TP to RM8.13

https://klse.i3investor.com/web/pricetarget/research/71874

Posted by troy88 > 2 months ago | Report Abuse

Gamuda is for serious investors. Thank goodness this is not a goreng stock and doesn't interest day traders

Posted by Mabel > 2 months ago | Report Abuse

Gamuda will touch RM 7 this week..

Posted by alenac > 2 months ago | Report Abuse

So how is your SerbaK Dinamik? Are you still holding them? Can appoint yourself as receiver.
Mabel
Gamuda will touch RM 7 this week..

9 minutes ago

Posted by troy88 > 2 months ago | Report Abuse

Already hit RM7 with no problem. Next will be RM8

Posted by Ninja _07 > 2 months ago | Report Abuse

Mabel is the biggest shareholder of Serba Dinamik lol

Posted by AllIsVanity > 2 months ago | Report Abuse

RM8, here we go.

Posted by troy88 > 2 months ago | Report Abuse

King of construction very steady. One of the stocks in bursa that you can sleep well with no worries..

Posted by alenac > 2 months ago | Report Abuse

Turnover going to surpass 21/06 of 22 million shares today?

Posted by SourDosey > 2 months ago | Report Abuse

Up up to the sky 🚀🚀

Posted by alenac > 2 months ago | Report Abuse

alenac

Is it going sideways soon? I will be surprised if still surging upwards. It's Friday and a long weekend.

1 second ago

Posted by Daim88 > 2 months ago | Report Abuse

EPF drunk, everyday goreng gamuda only

Posted by zzprozaz > 2 months ago |

Post removed.Why?

Posted by troy88 > 2 months ago | Report Abuse

Another new high for the construction king. TA RM8+ too low. Should be RM10+.

Posted by Mabel > 2 months ago | Report Abuse

alenac So how is your SerbaK Dinamik? Are you still holding them? Can appoint yourself as receiver.
Mabel
Gamuda will touch RM 7 this week..

9 minutes ago
03/07/2024 10:30 AM

Better to move on...

SD went downhill due to False accounting. Nothing much we can do when honesty is compromised. What’s left was my 2019 Bonus Issues free warrant. Sad that Mabel cannot converted into Mother share since it is now delisted.

It's better to move on. Right now, beside good companies like Gamuda Mabel is also looking at Capital A and SE. Two PN 17 companies that is run by honest and hardworking PEOPLE. Mabel loves to be part of their turnaround success stories.

There are two ways to make money...

Dividend Play
Capital Appreciation.

To Our Success

Meow

Posted by Mabel > 2 months ago | Report Abuse

Gamuda is listed in Bursa Hall of Fames...

Those with * are the counters Mabel is holding...

Pos Code Stock M-Cap L4Q P/E
1 1155 *MAYBANK* 118135461959.68 12.29
2 1295 PBBANK 81719012204.35 12.28
3 1023 *CIMB* 70593871096.70 9.86
4 5347 TENAGA 68984995902.32 26.50
5 5225 IHH 55219842743.01 16.28
6 5183 *PCHEM* 54960000000.00 31.41
7 6947 CDB 49037703389.84 31.30
8 8869 PMETAL 44081955112.30 29.05
9 5819 HLBANK 41750254149.84 10.67
10 6742 *YTLPOWR* 36125825721.96 10.69
11 6033 PETGAS 35656749108.30 18.76
12 3816 MISC 35219327582.67 17.98
13 4677 YTL 33427033750.20 9.03
14 5285 *SIMEPLT* 30636615682.43 15.07
15 4707 NESTLE 29828400000.00 45.20
16 6012 MAXIS 28038836053.80 28.26
17 1961 *IOICORP* 25455055929.75 28.70
18 2445 *KLK* 25276697918.00 32.71
19 6888 AXIATA 25250274175.50
20 1066 RHBBANK 23574914555.50 8.39
21 4863 TM 23447908790.80 12.44
22 4065 PPB 22619323130.10 15.92
23 5681 PETDAG 21697035360.00 22.44
24 5211 *SUNWAY* 19644237976.54 22.96
25 1082 HLFG 19324184427.60 4.42
26 4197 *SIME* 19151829191.37 5.00
27 3182 GENTING 17407263484.51 7.68
28 5014 AIRPORT 17019255206.40 31.33
29 7084 QL 15672751975.16 35.20
30 4715 GENM 15438916084.80 42.78
31 5296 MRDIY 14550607366.68 25.95
32 5398 *GAMUDA* 14540621082.75 16.17
33 1015 AMBANK 14052143738.56 7.62

To Our Success!

Meow

Posted by ChloeTai > 2 months ago | Report Abuse

Today HLIB gave a target price of RM7.80 only.

Posted by Mabel > 2 months ago | Report Abuse

It's looking good for Gamuda...

To Our Success !

Meow

Posted by ChloeTai > 2 months ago | Report Abuse

At this moment, Gamuda is at the 23rd position in terms of market capitalization. Should be included into KLCI end of 2024.

Posted by Mabel > 2 months ago | Report Abuse

They should...

Meow Meow Meow

Posted by ChloeTai > 2 months ago | Report Abuse

Just found out CGS International (CIMB) has given a target price of RM9.50 for Gamuda:
(1) We believe valuation re-rating is imminent as margin trajectory improves and the faster than expected target of RM25bn new wins by CY24 is achieved.
(2) Potential FBM KLCI constituent at current market capitalization (No. 23).
(3) Reiterate Add with a higher TP of RM9.50.

Posted by Mabel > 2 months ago | Report Abuse

Thank you so much Chloe!

Posted by SourDosey > 2 months ago | Report Abuse

Gamuda will catch up Maybank's share price 😁

Posted by troy88 > 2 months ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/07/11/gamudas-stock-valuation-remains-enticing

Yes, confirmed new CIMB TP 9.50

Posted by troy88 > 2 months ago | Report Abuse

As I said before, Gamuda still undervalued. This company already said it's going to double revenue. Should be worth minimum RM10. Big funds are pouring in big time!

Posted by alenac > 2 months ago | Report Abuse

RM 8 should reached by a few more minutes? Gamuda's home run is incredible!!!!!!

Posted by troy88 > 2 months ago | Report Abuse

Gamuda is the construction king of bursa!

Posted by ChloeTai > 2 months ago | Report Abuse

KUALA LUMPUR (July 12): Hong Leong Investment Bank (HLIB) retained its 'overweight' call on the construction sector for the second half of the year (2H2024), anticipating the roll-out of big-ticket infrastructure contracts.

This should accelerate contract awards in 2H2024, potentially reaching over RM40 billion as per HLIB’s data compilation.

The house's top picks remain unchanged, namely Gamuda Bhd (KL:GAMUDA) with a 'buy' call and a target price (TP) of RM9.08 a share, and Sunway Construction Group Bhd (KL:SUNCON), with a 'buy' rating and a TP of RM5.60.

https://klse.i3investor.com/web/blog/detail/savemalaysia/2024-07-12-story-h-157020144-HLIB_upbeat_on_sizeable_roll_outs_in_2H_names_Gamuda_and_SunCon_as_favo

Posted by ChloeTai > 2 months ago | Report Abuse

GAMUDA: CGS reiterate ADD with a higher target price of RM9.50

Moving from earnings to valuation re-rating:
■ We believe valuation re-rating is imminent as margin trajectory improves and the faster-than-expected target of RM25bn new wins by CY24F is achieved.
■ Potential FBM KLCI constituent at current market capitalisation.
■ Reiterate Add with a higher TP of RM9.50.

https://rfs.cgsi.com/api/download?file=2be8ec22-9de6-4315-a6b6-9148eb5348f7&rpt=CCC9188F-F3A3-F666-3EF9-91889B8DF89E

Valuation re-rating imminent; reiterate Add with higher TP:
The re-rating seen over the past year has been driven more by EPS upgrades (Fig 1). As investors warm up to better earnings delivery, outperformance in new order wins and improving margin trajectory, we think a valuation re-rating is imminent. Valuations remain attractive, at 15x CY25F P/E on a 3-year EPS CAGR of 16% (FY23-26F) which is still below 1 s.d. above mean since 2005’s 22x. We reiterate Add and raise our SOP-derived TP to RM9.50 which factors in a higher P/E of 22x (vs. 18x) for construction (1 s.d. above mean since 2005), updating the recent Quick Turnaround Projects and net debt figures. At our revised TP of RM9.50, the stock will trade at 20x CY25F P/E, still below 1 s.d. above mean since 2005. We think this is justified given its record diversified orderbook, increasing data centre exposure and rising construction margins as local projects start to contribute. Key downside risks: potential labour shortage issues and higher raw material costs. Key re-rating catalysts: more construction wins and stronger property sales.

Ambitious targets to double revenue but focus on new term wins:
Gamuda’s longer-term group revenue projection for the next five years (FY24F-FY28F) is to hit RM30bn in FY28F (from RM15bn in FY24F). Dissecting the construction revenue, this would imply cumulative new order wins of c.RM47bn until FY27F to hit RM20bn revenue in FY28F (Fig 3). For now, we think investors will focus more on the nearer term new wins where it is confident of achieving its target of RM25bn new orders and RM30bn orderbook by year end (RM24bn as at Apr 24) with YTD wins of RM9bn. The more assured wins are domestic, which will be positive for margin recovery where we are projecting construction pretax margins of 7.7-7.8% for FY25F/FY26F vs 5.7% in 9MFY24. We expect local projects to contribute 30% of construction revenue in FY25F (vs 15% in FY24F). Potential local wins include Penang LRT (Gamuda’s share: c.RM4bn) and the BOT Upper Padas hydroelectric power plant and water treatment plant in Sabah (c.RM7bn-8bn). It is confident of clinching another data centre win by end-24 adding to its RM2bn orderbook from data centres. The outcome of the Suburban Rail Loop (SRL) East second package in Victoria is expected soon where Gamuda and its partner are one of two parties shortlisted.

Potential KLCI constituent and higher dividends:
Gamuda’s current market cap of RM20bn makes it the 24th largest and a potential FBM KLCI constituent. The next review will be in Dec 24 and it is already under the FBM KLCI Reserve List. Gamuda has lifted its annual DPS to 16 sen and expects this is to trend up to 20 sen when it achieves a higher revenue base and potential cash recovery from its older Vietnam

Posted by iTelex5 > 2 months ago | Report Abuse

AJInomoto is only 60,8 million shares issued.

Posted by SourDosey > 2 months ago | Report Abuse

Thanks for sharing, ChloeTai

Posted by ChloeTai > 2 months ago | Report Abuse

Market Capitalization (KLSE) on 12 July 2024

1 Maybank
2 Tenaga
3 PBank
4 CIMB
5 IHH
6 PMetal
7 PChem
8 CDB
9 YTL
10 YTLPower
11 HLBank
12 MISC
13 PetGas
14 SDGuthrie (formerly Sime Darby Plantation)
15 Nestle
16 Maxis
17 TM
18 RHBBank
19 Sunway
20 IOICorp
21 Axiata
22 KLK

23 Gamuda

24 PPB
25 HLFG
26 SIME
27 MRDIY
28 Genting
29 PetDag
30 Airport
31 QL

Gamuda is now at No 23.

As on 12 July 2024, the price of Gamuda is RM7.80 with an all time high of RM7.97. I believe any price below RM8.00 is still safe to ADD.

Posted by ChloeTai > 2 months ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/Chloe_Tai_Blog/2024-07-14-story-h-156966453-GAMUDA_A_True_King_of_Construction

Posted by ChloeTai > 2 months ago | Report Abuse

The unique man-made Penang Silicon Island by Gamuda
https://gamuda.com.my/our-expertise/engineering-construction/penang-silicon-island/

Posted by ChloeTai > 2 months ago | Report Abuse

15.07.2024 - RM7.90 is just 10 sen away from RM8.00. Please hold tight-tight. Please let it fly above RM8.00.

Posted by ChloeTai > 2 months ago | Report Abuse

Gamuda will annouce the ex-date for the 10 sen dividend and the date of payment. Very likely the ex-date is on 01-08-2024 (following the previous years).