【GAMUDA 5398 交流专区1】金务大

Kenny3160

Gamuda is not involved in any project in Dubai.  Its projects in the Gulf States are in Qatar and Bahrain. It is involved in the construction of villas and development of the Yen So Park infrastructure in Vietnam.

Regards,
Bessy Tee

Kenny3160

好像要上了的感觉。。。。。。。。。。。。。

sunday365

KUALA LUMPUR, Dec 1 (Reuters) - A state in central Malaysia has decided not to take over the water assets of Gamuda  for $879 million, the Malaysian builder said on Monday.
Opposition-run Selangor government had initially planned to acquire all the water assets in the state to avert an unpopular price hike and show that it can manage water utilities better than private companies.
The state government has now told Gamuda's 40 percent owned water unit Splash that the deal was off as it still had disagreements with another water operator, Puncak Niaga  over the offer price for its assets, Gamuda said.
No other details were given.

Gamuda shares ended down 1.8 percent at 2.75 ringgit ahead of the announcement.

Puncak's 70 percent owned unit Syabas had rejected the 1.94 billion ringgit ($573.1 million) offer from Selangor earlier this year, saying its assets were undervalued in the deal. The firm also said it could not make a decision without federal government consent.
A federal government-run firm has since stepped up to take over and restructure water utilities in Selangor and aims to complete deals by the end of this year.
Pengurusan Aset Air Bhd will also sell 20 billion ringgit of sharia bonds, in what would be the country's biggest corporate Islamic fund-raising, to buy over water assets in other states including Selangor and re-finance existing debt.

雪上加霜。。
Gamuda是巫统公司，Selangor 是民联的。。很难谈得妥。。

willonsk

一波接一波  这个冬天很艰辛
看来股息的希望渺茫

sunday365

今天买入 10 粒 GAMUDA @ RM2.72. 希望年底能赚一个 NOKIA N97

傻人最有傻福

今天买入 10 粒 GAMUDA @ RM2.72. 希望年底能赚一个 NOKIA N97
sunday365 发表于 7-12-2009 03:35 PM

    有个建议：不如把它投资在JETSON，应该更快拿到。 可能更多..买卖后果自负哦

sunday365

今天买入 10 粒 GAMUDA @ RM2.72. 希望年底能赚一个 NOKIA N97
sunday365 发表于 7-12-2009 03:35 PM

呵呵。。。钱很难赚。。 怎么一直往南跑。。。 今天卖压很大。
如果跌到RM2.65 Cut loss 跑人！ 跌了再买回和它死过！

sunday365

Am Research sees RM67.1b worth of job awards

Written by Financial Daily

Tuesday, 08 December 2009 11:15

KUALA LUMPUR: About RM61.7 billion worth of infrastructure projects could be awarded over the next six to 12 months, AmResearch Sdn Bhd said.

The research house said yesterday that the largest chunk of the projects would be the RM30 billion light rail transit (LRT) extension in the Klang Valley.

They are for the extension of the Ampang/Kelana Jaya line and new Cheras-Kota Damansara line. The companies expected to be in the running for the civil works are the UEM Group, MMC CORPORATION BHD, GAMUDA BHD , IJM Corp Bhd, WCT BHD and MALAYSIAN RESOURCES Corporation Bhd.

The second largest project will be the RM14 billion undersea transmission cable from Bakun dam in Sarawak to the peninsula. The project will be awarded by the federal government and the potential contractors are MRCB and foreign entities.

AmResearch said another project expected to be awarded in the period is the RM5 billion Gemas-Johor Bahru double-tracking project initiated by the federal government. The potential contractor would be Global Rail Sdn Bhd and China Infraglobe Consortium.

The other projects are the tunnelling works for the RM1.3 billion Pahang-Selangor raw water transfer, which are likely to be undertaken by members of the Shimizu-Nishimatsu-UEM-IJM consortium.

Also in the pipeline is the RM4.5 billion Langat 2 Water Supply Scheme, where the water transfer project is expected to be undertaken by Gamuda Bhd and Loh & Loh Bhd. The piping is likely to be undertaken by JAKS Resources Bhd.

“We continue to remain overweight on the steel sector as an anchor reflationary theme. Unlike cement, prices of steel are at the early stages of a cyclical upswing.

“Furthermore, earnings of local steel companies should gain traction as domestic steel demand supplants exports moving into 2010. Within the sector, we continue to like ANN JOO RESOURCES BHD [
] for leverage to rising steel prices,” it said.

AmResearch cited a news report that BHP Billiton had inked an agreement with Rio Tinto to set up a US$116 billion (RM394.4 billion) joint venture that will combine their Western Australian iron ore operations.

“We understand that a BHP-Rio Tinto marriage in Australia will result in savings on capital and operational costs worth at least US$10 billion a year,” said the research house.

The mining giants each operate extensive rail and port facilities in Western Australia, particularly in the resource-rich Pilbara region.

Both parties expect the deal to be consummated within the second half of next year. Such a move will likely solidify the bargaining leverage of two of the world’s top three global iron ore producers.

By merging their resources in Australia, both BHP and Rio Tinto would have a combined iron ore production of 350 million tonnes. If BHP’s expansion plans remain on track, this would rise to 375 million tonnes next year.

AmResearch said this could have a significant impact on the bargaining leverage of steel millers all around the world, including Malaysia.

Select local players that purchase iron ore as part of their feedstock include Perwaja Holdings — the steel-making arm of the Kinsteel Group — and the Lion Group.

Meanwhile, the research house gathered that Ann Joo Resources Bhd was looking to secure future supply of iron ore ahead of the rollout of its new blast furnace by July 2010.


This article appeared in The Edge Financial Daily, December 8, 2009.

sunday365

產業銷售標青‧建築賺幅失色‧金務大首季可企穩

大馬財經  2009-12-16 18:21

（吉隆坡）金務大（GAMUDA,5398,主板建筑組）即將公佈2010財政年首季業績，黃氏唯高達研究認為，表現將比預期低，因市場高估建築賺幅復甦力度，不過仍是金務大過去一年最強穩的季度表現，並以產業領域最為出色，全年銷售有望達致6億令吉。

首季銷售已達2.5億

產業領域帶動整體表現，與過去四季相比，首季業績仍是最標青，銷售已達至2億5000萬令吉，與第4季相符。

黃氏唯高達僅預測金務大2011財政年建築賺幅回復至11%，2010財政年則下調至8%，惟資產負債表獲得改善，淨負債低於12%。

金務大2010及2011財政年財測被下調以反映賺幅走低，淨利預估分別為2億7800萬及4億4600萬令吉，而2012財政年則料寫下4億4800萬令吉。

金務大的利好包括有望攫取廉航終站跑道工程、輕快鐵延伸工程、彭雪輸水計劃及金馬士至柔佛的雙軌火車工程。

黃氏唯高達表示，越南盾貶值對這間公司高達80億令吉的殷楚發展計劃（Yenso Park）可能帶來衝擊。有關計劃預定在明年5月推介，並放眼取得2億令吉銷售。

擬售地庫予海外夥伴在同一時間，金務大計劃脫售地庫予海外夥伴，接著兩者將以聯營方式興建零售商場。這除了加強市場發展信心，也料持續帶動更多的地庫脫售活動。這間公司的產業主要針對中高階層，顯得更具韌力。

至於金務大旗下公司―雪河公司（SPLASH）紛擾多時的脫售課題，在雪州政府決定放棄收購雪州水務資產後，財政部旗下的水務資產管理公司（PAAB）表示，獻購價可能與雪州政府的開價相近。

黃氏唯高達給予金務大“買進”評級，目標價則從4令吉25仙，下調至4令吉20仙。

好好加油。。我还没放弃你！

傻人最有傻福

產業銷售標青‧建築賺幅失色‧金務大首季可企穩

• 大馬財經

2009-12-16 18:21

（吉隆坡）金務大（GAMUDA,5398,主板建筑組）即將公佈2010財政年首季業績，黃氏唯高達研究認為，表現將比預期低，因市場高估建築賺幅復甦力度，不過仍是金務大過去一年最強穩的季度表現，並以產業領域最為出色，全年銷售有望達致6億令吉。

首季銷售已達2.5億

產業領域帶動整體表現，與過去四季相比，首季業績仍是最標青，銷售已達至2億5000萬令吉，與第4季相符。

黃氏唯高達僅預測金務大2011財政年建築賺幅回復至11%，2010財政年則下調至8%，惟資產負債表獲得改善，淨負債低於12%。

金務大2010及2011財政年財測被下調以反映賺幅走低，淨利預估分別為2億7800萬及4億4600萬令吉，而2012財政年則料寫下4億4800萬令吉。

金務大的利好包括有望攫取廉航終站跑道工程、輕快鐵延伸工程、彭雪輸水計劃及金馬士至柔佛的雙軌火車工程。

黃氏唯高達表示，越南盾貶值對這間公司高達80億令吉的殷楚發展計劃（Yenso Park）可能帶來衝擊。有關計劃預定在明年5月推介，並放眼取得2億令吉銷售。

擬售地庫予海外夥伴在同一時間，金務大計劃脫售地庫予海外夥伴，接著兩者將以聯營方式興建零售商場。這除了加強市場發展信心，也料持續帶動更多的地庫脫售活動。這間公司的產業主要針對中高階層，顯得更具韌力。

至於金務大旗下公司―雪河公司（SPLASH）紛擾多時的脫售課題，在雪州政府決定放棄收購雪州水務資產後，財政部旗下的水務資產管理公司（PAAB）表示，獻購價可能與雪州政府的開價相近。

黃氏唯高達給予金務大“買進”評級，目標價則從4令吉25仙，下調至4令吉20仙

傻人最有傻福

產業銷售標青‧建築賺幅失色‧金務大首季可企穩

• 大馬財經

2009-12-16 18:21

（吉隆坡）金務大（GAMUDA,5398,主板建筑組）即將公佈2010財政年首季業績，黃氏唯高達研究認為，表現將比預期低，因市場高估建築賺幅復甦力度，不過仍是金務大過去一年最強穩的季度表現，並以產業領域最為出色，全年銷售有望達致6億令吉。

首季銷售已達2.5億

產業領域帶動整體表現，與過去四季相比，首季業績仍是最標青，銷售已達至2億5000萬令吉，與第4季相符。

黃氏唯高達僅預測金務大2011財政年建築賺幅回復至11%，2010財政年則下調至8%，惟資產負債表獲得改善，淨負債低於12%。

金務大2010及2011財政年財測被下調以反映賺幅走低，淨利預估分別為2億7800萬及4億4600萬令吉，而2012財政年則料寫下4億4800萬令吉。

金務大的利好包括有望攫取廉航終站跑道工程、輕快鐵延伸工程、彭雪輸水計劃及金馬士至柔佛的雙軌火車工程。

黃氏唯高達表示，越南盾貶值對這間公司高達80億令吉的殷楚發展計劃（Yenso Park）可能帶來衝擊。有關計劃預定在明年5月推介，並放眼取得2億令吉銷售。

擬售地庫予海外夥伴在同一時間，金務大計劃脫售地庫予海外夥伴，接著兩者將以聯營方式興建零售商場。這除了加強市場發展信心，也料持續帶動更多的地庫脫售活動。這間公司的產業主要針對中高階層，顯得更具韌力。

至於金務大旗下公司―雪河公司（SPLASH）紛擾多時的脫售課題，在雪州政府決定放棄收購雪州水務資產後，財政部旗下的水務資產管理公司（PAAB）表示，獻購價可能與雪州政府的開價相近。

黃氏唯高達給予金務大“買進”評級，目標價則從4令吉25仙，下調至4令吉20仙

guangguang

Gamuda 22-Dec-09 Proposed renounceable rights issue of up to 267,696,915 warrants in Gamuda at an issue price of RM0.10 per warrant on the basis of one warrant for every eight existing ordinary shares of RM1.00 each held in Gamuda at an entitlement date to be determined later.

guangguang

Dividend :
Ex-Date             Amount            Payment Date
26-01-10         6.0 sen             08-02-10

kl60

dividen 收到了吗？我还没收到的？我在KL.

Kenny3160

我也是还没有

dea0214

dividen 收到了吗？我还没收到的？我在KL.
kl60 发表于 10-2-2010 03:47 PM

    要等三天的，也就是明天
还是没有的话，问你的remiser

edwardhooi

Today dividen 收到了

sunday365

从华人新年前到今天， Skim Amanah Saham Bumiputera 共吃进 Gamuda  6,442,500 股。EPF 的买卖可以不看但Skim Amanah Saham Bumiputera进票就有料到。毕竟这些马来基金经理靠的不是真本事而是 - 内幕消息！

willonsk

从华人新年前到今天， Skim Amanah Saham Bumiputera 共吃进 Gamuda  6,442,500 股。EPF 的买卖可以不看但S ...
sunday365 发表于 2-3-2010 09:52 PM

另一大股东EPF却不断卖票

希望Qatar的诉讼案全身而退 不然又免不了一轮跌势

sunday365

回复 2339# willonsk


    EPF 的买卖可以不理。。。 最怕是他们把GAMUDA私有化。这几天都是现金流入。GAMUDA和WCT不是第一次做国外的Project，他们做事我放心。没这么容易告得入。