• 😍 As low as RM0.73/day to unleash the full potential of your stock investment!!!
  • 😍 As low as RM0.73/day to unleash the full potential of your stock investment!!!
Subscribe Now
premium Subscription Plan
add free StockBiz
YouTube Video Tutorials
Forum   New Topic
1
GAMUDA (5398) : GAMUDA BERHAD
airasia
Member Star
Posts: 46
Joined: Dec 2011		 15 Feb 2012, 11:16 PMPost #1
Steady outlook with good chance to be the prime recipient of the tunnelling jobs of SBK MRT was the main take away from the recent StarBizWeek interview.

Current book order stand strong at RM2bil, mainly from the Ipoh-Padang Besar double track project and Doha Int'l Airport.

The multiplier impact is 7-9x with 300 SMEs local supply chain, to join benefits if Gamuda-MMC get the tunnelling work.



CNY2012
Member Star
Posts: 111
Joined: Dec 2011		 06 Nov 2013, 10:26 AMPost #2
Affin Research maintains Buy on Gamuda

KUALA LUMPUR: Affin Research has maintained its Buy call on Gamuda with a target price of RM5.43 after it made offers to take over the remaining 70% stake in Kesas Holdings Holdings that it does not own.

“Buy call is maintained as the offers could potentially raise our price target to RM5.84 based on a target CY14 PE of 16 times,” it said in a note on Wednesday.

Affin said Kesas Sdn Bhd, a unit of Kesas Holdings, holds the concessionaire to design, construct, operate and maintain the 35km six-lane Shah Alam Expressway (SAE) stretching from the Sri Petaling interchange in Kuala Lumpur to the Pandamaran interchange in Klang.

“The concession period was originally scheduled to end in Aug 18, 2022 but is expected to be extended by another five years following the downward revision of toll rates effective Jan 15, 2013.

“Annual traffic volume growth has been steady at around 5% since FY03/09 and the concession recorded pretax of RM64mil in FY03/11, RM119.4mil in FY03/12 and RM215.7mil in FY03/13, the last boosted by the recognition of a full year government compensation of RM93.3mil,’ it said.

It added the offers effectively value the equity stake in Kesas Holdings at RM1.25bil, approximately RM100mil more than Affin’s NPV valuation of RM1.15bil, an enterprise value of RM1.503bil.

“Funding the total cash outlay of RM875mil should not be an issue as Gamuda has a gross cash reserve of RM1.7bil as at end-July 2013,” it said.

It added assuming full equity funding and a net interest return of 3%, the offers upon acceptance would enhance Gamuda;s net profit by RM60mil a year or 2.6 sen per share.

http://www.thestar.com.my/Business/Investing/2013/11/06/affin-maintains-buy-on-gamuda.aspx
omightycap
Member Star
Posts: 63
Joined: Sep 2015		 29 Sep 2015, 01:48 PMPost #3
O'Mighty still likes Gamuda eventhough it posted a bad quarterly earnings.

See why at our FB page
https://www.facebook.com/omightycap/posts/532422100254795
omightycap
Member Star
Posts: 63
Joined: Sep 2015		 15 Oct 2015, 08:26 PMPost #4
O'Mighty Capital had some comments on the recent toll hike.

See it here

https://www.facebook.com/omightycap/posts/537438233086515
YAPSS
Member Star
Posts: 202
Joined: Mar 2019		 19 May 2019, 11:55 PMPost #5

Hey! Today, R-Table will be covering Gamuda Berhad by presenting 10 years financial results in a short, fun & interesting way. Click the link below to watch the video.

Link: https://youtu.be/Becyu93gngs 
#YAPSS #RTable #GamudaBerhad #MakeInvestingFun
Conjufyn
Member Star
Posts: 47
Joined: Mar 2019		 30 Jun 2019, 02:48 AMPost #6

Why people do not post any stock chart out there really like in other stock threads, any real problems with that ? This looks like very cool company at the first place and I would really love to do something like that for example in future;) Do help.
YAPSS
Member Star
Posts: 202
Joined: Mar 2019		 13 Apr 2020, 06:32 PMPost #7

Gamuda Berhad was previously covered on R-Table episode 5. It's now updated to the latest financial information on 13th April 2020! 
https://www.yapss.com/post/gamuda-berhad-gamuda-5398
 
lipkarlock
Member Star
Posts: 57
Joined: Nov 2019		 16 Apr 2020, 08:15 PMPost #8

[Construction Index Rebounded] Buying opportunity for construction counter:

https://malaysiainvestment88.blogspot.com/2020/04/covid-19-latest-updates-klse-index.html
whytwocare
Member Star
Posts: 82
Joined: May 2018		 18 Aug 2021, 08:44 AMPost #9

[KLSE Stock Series] Check out the technical analysis of the following company:

1. Gamuda

2. Air Asia

3. Hartalega

4. SuperMax

https://www.youtube.com/watch?v=sq4a0joBfP8&t=79s

 
babywuhan
Member Star
Posts: 23
Joined: Aug 2021		 13 Apr 2022, 06:23 PMPost #10

被我发现到原来 Gamuda 是一家那么好的公司 ！  
未来5年肯定有机会让投资者赚钱15%-120% ！
https://youtu.be/T9x5HHBGaZs
i4value
Member StarMember Star
Posts: 545
Joined: Aug 2020		 27 Sep 2023, 08:50 AMPost #11

Pre-Covid, the company used to generate more than 10% ROE. It suffered over the past 2 years but there are signs that the ROE is recovering.  Its stock price seems to be anticipating this?
Forum   New Topic
1

yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

Login Required
Login required to unlock information below.
Login Now | Free Registration

Close
New Feature
MS Academy
MS Support
Thanks for your interest to subscribe our plan.

Please feel free to contact us at 016-237 8521 if you have any question regarding to our subscription plan.
AI StockMaster. Beat The Market! Checking MS Signal
DETECT REAL-TIME STOCK MOVEMENT
 X
(InvestorPro Plan Only)
Complimentary access on Premium Plan*
What is AI StockMaster?
Window Alert On-Screen Alert X
X