【GAMUDA 5398 交流专区1】金务大

Hoga

回复 2340# sunday365


    一直徘徊在2.78 ～2.80，几时才要冲啊？gamuda 冲冲冲。。。。。。。。。。。。。。。

Harry1125

你们觉得现在是时候买进gamuda吗？还是等官司结束？

Hoga

回复 2342# Harry1125


    这场官司可要拖好几年。。。。

Harry1125

我是觉得建筑业在经济好转后应该有所作为，而且gamuda的股价好像没什么上升？ 它有什么隐忧呢？

sunday365

他在凝集力量。。。等待一个暴升的机会。。就好像AXIATA在3.00徘徊了几久才到今天3。86。

Harry1125

我2.8进了

noob1314

2.95 进了，等着 4.30 出票   一眨眼就要来了

昨晚收到信说要出 wa，8配1，10sen 1 张

Hoga

回复 2347# noob1314

临收盘时暴跌，  发生什么是？？？

Harry1125

2.95 进了，等着 4.30 出票   一眨眼就要来了

昨晚收到信说要出 wa，8配1，10sen 1 张
noob1314 发表于 19-3-2010 09:34 AM

有没有相关的news?我在bursa Malaysia看不到的？

sunday365

回复  noob1314

临收盘时暴跌，  发生什么是？？？
Hoga 发表于 19-3-2010 05:07 PM

RHB 出报告讲gamuda下个礼拜的季度报告-下调。EPF 在 15th~16th 卖出 六百万股。

但想想为什么Amanah Saham Bumiputera 陆陆续续的买入呢？
为什么Amanah Saham Bumiputera给的利息高过EPF ? ....  

Hoga

回复 2350# sunday365


   

金務大業績料沒看頭

（吉隆坡19日訊）隨著兩家同行怡保工程（IJM，3336，主板建築股）與WCT有限公司（WCT，9679，主板建築股）09年末季的建築賺幅低於平均水平，分析員預測金務大（GAMUDA，5398，主板建築股）即將在本月杪公佈的2010財政年次季（去年11月至今年1月）業績將低於市場預期，令人失望！

基於怡保工程和WCT有限公司去年末季的建築賺幅皆低於平均水平，拉昔胡申研究分析員表示，金務大現財政年次季業績將低於市場預測。
他預計金務大2010財政年次季的核心淨利將介於6500萬至7000萬令吉，而上半年淨利將介於1億2800萬至1億3300萬令吉之間，這僅相等於他全年預測的44至46%，同時也只佔市場一般預測的42至43%。
「假如金務大的上半年淨利介於1億2800萬至1億3300萬令吉，這意味著它按年成長23至28%；不過，該成長幅度仍低於我們全年預期的49%，以及市場一般預期的58%。」
分析員稱，由於該領域持續受到成本上漲影響，怡保工程旗下建築業務的稅前賺幅，從1.4%、僅上揚至2.2%；而WCT有限公司扣除利息和稅務前盈利賺幅，在過去三個月則從4.7%，下跌至1.9%。
「儘管如此，WCT有限公司的扣除利息和稅務前盈利賺幅並非是一個良好的基準，因公司間派息產生一些影響。」
無論如何，分析員表示，隨著將金務大的扣除利息和稅務前盈利賺幅，從5%、調低至4.1%，他將該公司2010財政年淨利預測下修5%。
建築業看漲
此外，由於投資者對建築股的風險偏好已經改善，該分析員也基於兩個因素而開始對建築領域改觀，轉為稍微看漲該領域。
以上所指的兩個因素：第一、該領域在09年末季與2010年首季的表現跑輸大市；第二、即將於6月份公佈的第10大馬計劃，將為該領域帶來更多正面消息。
無論如何，他補充說，也不能忽視建築領域所面臨的負面因素，包括：公共工程推行進度緩慢、展望低於預期、以及海外市場的營運風險提升。
總的來說，分析員表示，由於金務大的估值處在高水平，該股的上漲空間受限，所以他維持該股投資評級為「跑輸大市」；而目標價格則從2.12令吉，下修3%，至2.05令吉。
今天閉市時，該股以全天最低價位2.72令吉掛收，跌8仙或2.9%。

noob1314

Circular
Reference No EE-100316-38336  
Company Name : GAMUDA BERHAD  
Stock Name  : GAMUDA
Date Announced : 16/03/2010

   
Subject : CIRCULAR TO SHAREHOLDERS IN RELATION TO THE PROPOSED RENOUNCEABLE RIGHTS ISSUE OF UP TO 267,696,915 WARRANTS IN GAMUDA ("WARRANT(S)"), AT AN ISSUE PRICE OF RM0.10 PER WARRANT ON THE BASIS OF ONE (1) WARRANT FOR EVERY EIGHT (8) EXISTING ORDINARY SHARES OF RM1.00 EACH HELD IN GAMUDA AT AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED RIGHTS ISSUE OF WARRANTS")

willonsk

大家对这次warrant发行怎么看？

sunday365

回复  sunday365


    金務大業績料沒看頭

（吉隆坡19日訊）隨著兩家同行怡保工程（IJM，3336，主板 ...
Hoga 发表于 19-3-2010 11:46 PM

下调吧。。越低越好。。因为我还没买够。

sunday365

大家对这次warrant发行怎么看？
willonsk 发表于 20-3-2010 08:06 PM

这样低的发行价RM0.10 而且这样少票（每八股配一股）。。。分明是要拿来炒的。
转换价不懂会是多少？ 如果少过RM3.00..买买买！

zon5318

在2.95 买了 10 张,现在2.72
不懂要不要卖?
你们认为还有上升的空间吗?

sunday365

今天的股价和成交量反映gamuda的涨势已经成形

sunday365

今天的股价和成交量反映gamuda的涨势已经成形

guangguang

在2.95 买了 10 张,现在2.72
不懂要不要卖?
你们认为还有上升的空间吗?
zon5318 发表于 22-3-2010 01:59 AM

是什么原因要把它给卖了呢？？
一定有特殊原因才对它没有信心吧？

sunday365

为什么很多人爱把GAMUDA和一般巫统烂鬼建筑公司相提并论呢？
看一看GAMUDA的厉史。。。跟巫统烂鬼建筑公司一样吗？

1976

Gamuda was incorporated on 6 October 1976.



1992
Gamuda was listed on the main board of the Kuala Lumpur Stock Exchange on 10 August 1992.



1993
In 1993 Gamuda, a partner in the consortium company KESAS Sdn Bhd, signed a concession agreement to undertake the construction, operation, maintenance and management of the Shah Alam Expressway for 28 years and nine months.



1994 In 1994, Gamuda acquired its first land bank with the purchase of Ladang Bukit Kemuning in Shah Alam, Selangor. This marked Gamuda's entry into property development with its maiden township – Kota Kemuning.



1996

In 1996 Gamuda signed a second concession agreement with the Federal Government via Lingkaran Trans Kota Holdings Berhad (LITRAK) for the privatisation of the Lebuhraya Damansara Puchong (LDP) Highway.



1997
In 1997 Gamuda followed the LDP Highway concession with a concession agreement through SPRINT for the improvement, upgrading, design, construction, maintenance, operation and management of the SPRINT Highway.



2000

In 2000, one of Gamuda's associate companies, SPLASH (Syarikat Pengeluar Air Sungai Selangor Sendirian Berhad), signed a concession agreement with the Selangor State Government for the Sungai Selangor Phase 3 Water Project (SSP3).

In 2000, Gamuda was voted Best Asian Construction Company by Euromoney magazine.

In October 2000, Gamuda developed Bandar Botanic in Klang. The second property development for Gamuda, Bandar Botanic is a 1,240 acre mix development self-contained township designed with parkland-waterfront concept.

In December 2000, Gamuda bought 280 acres of land in Sungai Buloh (Northwest of Kuala Lumpur) for Valencia. This township is Malaysia’s first boutique development with a residents-only 9-hole golf course

  

2001 In November 2001 Gamuda signed a concession agreement with the National Highways Authority of India (NHAI) to undertake the Panagarh-Palsit Highway projects in West Bengal, India.



2002 In March 2002 Gamuda signed a second concession agreement with NHAI for the Durgapur Highway, also in West Bengal.

In July 2002 Gamuda signed a joint venture agreement with MMC Engineering to jointly undertake the construction of SMART - an integrated bypass tunnel-cum-motorway in Kuala Lumpur City.

In October 2002 Gamuda signed a joint agreement with New Asia Construction & Development Corporation of Taiwan and the Kaohsiung Rapid Transit Corporation to undertake the Kaohsiung Mass Rapid Transit Project in Taiwan.




2003 Gamuda signed a Shareholders' Agreement with Malaysia Mining Corporation Berhad (MMC) to regulate their rights and liabilities inter se as shareholders of the company which will undertake, carry out and implement the RM14.448 billion Electrified Double-Tracking Project between Ipoh-Padang Besar and Seremban-Johor Bahru (2T Project) pursuant to the Letter of Award dated 21 October 2003 issued by the Government of Malaysia.

Gamuda signed an EPC Joint Venture Agreement with MMC to form an unincorporated joint venture for the purpose of undertaking and implementing the Stormwater Management And Road Tunnel (SMART) Project as an EPC Contractor.

On the same day, Gamuda signed a Deed of Revocation with MMC Engineering Group Berhad, a subsidiary of MMC, in relation to the Joint Venture Agreement dated 26 July 2002.



2004 MMC-Gamuda Joint Venture received a letter from the Government of Malaysia informing the joint venture that the Government had decided to postpone the implementation of the 2T Project to a date to be notified.

Gamuda secured the Nam Theun 1 Hydroelectric Power Project in Lao People’s Democratic Republic (PDR) to supply 400MW of electricity to Electricity Generating Authority of Thailand (EGAT). The Project has a development cost of approximately RM1.5 billion.

Syarikat Mengurus Air Banjir & Terowong Sdn Bhd (SMART Sdn Bhd), a 50% associate company of Gamuda, signed the Construction cum Concession Agreement with the Government of Malaysia for the implementation of the SMART Project. The SMART Project has a total construction cost of RM1.933 billion. It involves:

the design, construction and commissioning of the stormwater channel
the design, construction and commissioning of a double-deck motorway (Motorway); and
a 40-year concession for SMART Sdn Bhd to operate and collect toll on the Motorway.


2005 Gamuda wins contract for New Doha International Airport in Qatar to design and build two runways of 4.85km and 4.25km, three parallel taxiways, aircraft parking aprons, drainage works and airfield ground lighting facilities equipped with four substations.

Gamuda through our Gamuda-WCT joint venture was awarded the construction of the Dukhan Highway in Qatar by the Public Works Authorities of the State of Qatar. The project involves the construction of approximately 43km of new highway from the town of Shahaniya to the existing Zekreet interchange near the Dukhan industrial area. A four-lane dual carriageway with grade-separated interchanges will be constructed to replace the existing two-lane single carriageway. Included in the project are the construction of bridges and ancillary works.

In June 2005, Gamuda entered into a joint venture with UEM Land to develop Horizon Hills, a mixed residential development complete with a 18-hole golf course in Bandar Nusajaya, Johor. Covering 1,200 acres, this project is the first property venture out of the Klang Valley for Gamuda. Horizon Hills is the first gated freehold community township with a designer golf course and country club in Johor.



2006 In July, Gamuda was awarded the Sitra Causeway Project in Bahrain. The project is the third in the Gulf States and will involve the building of two marine bridges and associated embankment works together with flyovers at both ends of the Sitra Causeway and Nabih Saleh Island.

In July 2006, Gamuda acquired 366 acres of freehold land for its fourth township development – Jade Hills. This township is an innovative gated and guarded development with an oriental theme set amidst hills and lakes.

In December, Gamuda signed a tariff agreement with Thailand’s EGAT for Nam Theun 1 Hydropower Project. The Group which is the lead project sponsor of the US$700 million hydropower project in Laos, inked the agreement with Electricity Generating Authority of Thailand (EGAT) on the future purchase of hydroelectric power. Gamuda is the sole EPC contractor for the project.



2007 In 2007, Gamuda attained a 2-acre site at Jalan Madge that is in the heart of Kuala Lumpur city and adjacent to the prestigious embassy row. Madge Mansions is an exclusive 52 freehold units set in a high-end luxurious condominium.

In August 2007, Gamuda won the approval to develop the 800-acre Yen So Park in Hanoi, Vietnam. The project entails developing Vietnam’s largest modern sewage treatment plant, a world-class urban park, an integrated township and a premier business district.
This RM8 billion project is Gamuda first property foray into the international market. Yen So Park is a testament of Gamuda group’s finest township development and infrastructure expertise in a single project.



2008 January 8, MMC-Gamuda Joint Venture receives possession of the site and begins work on the Electrified Double Track Project, Ipoh to Padang Besar. The RM12.485 billion project involves the realignment and construction of electrified double rail tracks that span 329km across four northern states of Perak, Penang, Kedah, and Perlis in Peninsula Malaysia.

In July, Gamuda officially began construction of the US$233 million modern sewerage plant in Vietnam for the Yen So Park project. The project will transform Yen So Park into a clean and modern park consisting of mixed development of recreational, educational, cultural, and commercial area, with an integrated commercial centre that includes hotels, shopping complexes, office buildings, retail and convention facilities.