【GAMUDA 5398 交流专区1】金务大

东风不破

原帖由 股友 于 27-2-2008 10:34 PM 发表
八年哥哥说到我心底去了。。。。。。。我十二月输的现在还在痛着。不然都不会去学这学那，而会继续无头无脑的赌下去。

当你领悟到十赌九输这道理，就是你开始赚钱的时候。

东风不破

原帖由 8years 于 27-2-2008 09:33 PM 发表
另外gamuda本来就是泡沫股，原因是他们和政府一早就不和，以后的project没有他们的份，另外gamuda根本没有能力拿外国的project，所以价值是烂。马哈蒂时代已经过去了，但是投资者依然还不清醒，还以为在gamuda依然在 ...

那么说，gamuda的股价还有很大下降空间。

slayer_boxer

原帖由 tan81 于 27-2-2008 10:44 PM 发表
我也来沾一点光。
Keladi的痛也还在。。。。

你买很多 哟？？？？

我还有保留10000， 现在0。16 ， 也是很恐怖一下

8years

真正的痛苦不是亏钱，真正的痛苦是看着以前自己辛辛苦苦投资赚了5年的钱一次过就给回去了，那种才是痛苦，就好像8k前辈那样亏了回去。想一想如果老虎现在亏了70%的资本（投资岁月里赚了很多钱，当然全部又拿来投资），这时候的老虎是什么心情呢？又或者thermofisher这几年辛辛苦苦投资赚了的钱假如不小心亏完了70%的话，他的心情又如何呢？？

这种感觉才是可怕，因为你亏的不只是金钱，还有你的劳力，还有你的时间，还有你的任何牺牲（比如为了投资省吃俭用等），这些痛苦不容易过。

所以buffet才教导人们，投资的第一心法是不亏钱，第二心法是记住第一点。可惜每个人都想做，就是如何去做到？所以我们才要来和大家讨论如何投资不亏钱，大家一起学习，投资的道路还很远。

留下眼镜

我的感觉是这股现在像陷阱，有时间全天候观测来投机就可以，囤货就不好。

mastercode

另一大股东FMR也在卖票

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : FMR LLC & FIL Limited NRIC/Passport No./Company No. : 3220238&EC01462 Nationality/Country of Incorporation : USA & Bermuda Address: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Descriptions (Class and Nominal Value): Ordinary shares of RM1.00 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Details of Changes Date of Notice : 22/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 21/02/2008 Disposed 497,800 -[/td] 2. 21/02/2008 Disposed 30,000 -[/td] 3. 21/02/2008 Disposed 58,400 -[/td] 4. 21/02/2008 Disposed 5,157,300 -[/td] 5. 21/02/2008 Disposed 2,185,700 -[/td] 6. 21/02/2008 Disposed 927,900 -[/td] 7. 21/02/2008 Disposed 2,575,000 -[/td] 8. 21/02/2008 Disposed 649,500 -[/td] 9. 21/02/2008 Disposed 1,467,300 -[/td] 10. 21/02/2008 Disposed 202,100 -[/td] 11. 21/02/2008 Disposed 214,300 -[/td] 12. 21/02/2008 Disposed 800,100 -[/td] Circumstances by reason of which change has occurred: Simple portfolio investment Nature of Interest: Direct Consideration: No of Shares Held After Changes: Direct : 223,132,360 shares (11.1400%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 223,132,360 shares Remarks: Notice was received on 27 February 2008. Submitted By: Tee Yew Chin

goldenwkl

原帖由 东风不破 于 28-2-2008 01:38 AM 发表





那么说，gamuda的股价还有很大下降空间。

zssss

那要多多注意注意一下喽。。！！！

Mr.Business

新闻。

Gamuda not under probe: SC

By Francis Fernandez
Published: 2008/02/28

THE Securities Commission is not investigating Gamuda Bhd for accounting irregularities, putting paid to a vicious rumour that tried to explain Datuk Lin Yun Lin's share sale last week.

"We are not investigating Gamuda," the SC said in an e-mailed statement to Business Times. Lin, who spoke to Business Times, said he was aware of the rumours.

"A lot of people wanted to short the market. As far as I am aware there is no such thing," Lin said in an interview.

Lin last week sold some 70 million Gamuda shares, cutting his stake from about seven per cent to 1.73 per cent. The sale sparked rumours that ranged from accounting irregularities to Lin quitting the firm after 26 years as its group managing director.

He added that this is the fourth time he had sold his shares in Gamuda via a placement exercise, cutting his stake from a high of about 15 per cent to the current level.

"I've done placements in every four or five years. On hindsight, the communication side of the sale opened a lot of questions and the perception was that I was leaving in 18 months," said Lin, adding that he plans to stick around for well over five years.

"We will go when successors are in place," he said, noting that Gamuda has a good team of professionals at the senior management level.

Lin said there is a succession plan in place, but did not rule out an outside successor.

"In the longer run, the game plan is for Gamuda to be run completely by a professional team instead of the shareholders themselves," he added.

tanhin

谣言满天飞的时候，最容易赚钱，也最容易亏钱，上车下车要快，马股没甚好康，可以持久拥有，都是要获利快快卖出。但在股市多年，学了一身功夫，发现自己还是原地踏步，真是失败。

harimau

其实公主已经静悄悄慢慢卖出，长达两年多了。这个 Lin 只不过是动作大了一点，惊动各方而已。

tanhin

转贴，
Gamuda may sell Splash stake, privatise Litrak
By Francis Fernandez

Meanwhile, the builder tells Bursa Malaysia that managing director Datuk Lin Yun Ling's share sale will not affect its operations or prospects


GAMUDA Bhd, the country's second largest builder, may sell its stake in water concessionaire Syarikat Pengeluar Air Selangor Sdn Bhd (Splash) and take toll road operator Lingkaran Trans Kota Holdings Bhd (Litrak) private.

"We are in preliminary exploration for a possible sale in Splash, and as for Litrak, if it is beneficial to us we will do it," Gamuda managing director Datuk Lin Yun Ling said in an interview with Business Times yesterday.

Gamuda owns 30 per cent of Splash, one of the largest privatised water suppliers in the region with a daily capacity of two billion litres.

It also holds 45 per cent of Litrak, concessionaire for the Lebuhraya Damansara-Puchong (LDP).

It was reported that Selangor state government investment arm Kumpulan Darul Ehsan Bhd was interested to buy Gamuda's stake in Splash. It would be part of a wider plan to streamline and rationalise water supply and distribution in the state.

Infrastructure concessions are the single largest contributor to Gamuda's coffers, accounting for some 53 per cent of the group's earnings.

Gamuda, through the respective concession companies, operates 30-year, or longer, concessions for the Shah Alam Expressway, LDP and Sprint Highway, which are urban toll roads in the heart of the Klang Valley.

Separately, Gamuda told Bursa Malaysia yesterday that Lin's share sale would not affect its operations or prospects.

Lin surprised investors last week when he sold 70 million shares, or the bulk of his holdings, for "estate-planning purposes".

"The company's management structure has evolved and strengthened over the years, and we are grooming suitable candidates to succeed all key management positions," Gamuda said.


新闻。

Mr.Business

强调减持股权纯属私人决定 林云琳7大澄清 2008/02/26 17:55:26
●南洋商报

（吉隆坡26日讯）金务大（Gamuda，5398，主板建筑股）董事经理林云琳昨日在由联昌国际证券行召开的会议上，向40多位基金经理大派定心丸，强调减持公司7千万股股权纯属私人财务决定，绝不为该公司带来负面影响。

绝不为公司带来负面影响

该证券行的报告指出，林云琳表示市场的反应令他措手不及，因为，他预计股价只会像他于2002年脱售股权时一样，下滑不超过10％。:@ :@

分析员披露，林云琳去除了投资者对他惊人举动的揣测及疑惑，同时将他的澄清整理成7个重点。

Mr.Business

7大澄清要点 2008/02/26 17:55:26
●南洋商报

（一）减持股权不应该被视为不寻常举动，因为他从来没有大量持有金务大股权，而且，每5至6年就会减持部分股权。

(二)尽管他持有该公司小部分股权（1.7％），但绝不影响其董事经理地位。他将继续该事业而且没有停止经营该公司的打算。

（三）他否认股权减持活动是连续性的。并强调自己将继续成为金务大掌舵，目前为止没有任何理由促使他离开。

（四）他仍是该公司工程最佳负责人人选，并将继为主要交涉者及策略师。而且补充，自己没有面对健康问题。

（五）减持股权是其个人财务规划环节，目的是进行多元化投资。他必须释放现金，把它投资于其他资产类别。惟不宜透露股权认购者的身份。

（六）双线跌路计划并没有遇上阻绕，让其脱轨。它处于正确的轨道上，而且，金务大全权负责主要的建筑工程。

（七）其举动并不会影响金务大基本因素。除了现有达109亿令吉的订单，该公司放眼于2008年，竞标总值40亿令吉的新建筑工程合约。越南持续成为该公司主要增长领域，而且他非常乐观。

Mr.Business

林云琳低估市场反应 2008/02/26 17:55:26
●南洋商报

联昌国际证券行认为，林云琳显然低估了市场的反应。

分析员说，金务大的股价在短短3天内，剧挫27％，市值蒸发26亿令吉。虽然，口头保证可以稍微平息投资者忧虑，但未必能够使股价恢复。

分析员相信，该公司第二季业绩若有进步，便是股价催化剂。随着新合约流入，该公司2008年首季盈利赚幅普遍将由12.4％上涨，也是主要指标。其他利好消息包括越南总值40亿令吉的产业工程。

无论如何，分析员指出，基于较好的收益增长、强烈的订单及诱人股息达6.8％，该公司仍是首选，同时，维持该股“超越大市”的评级，重申其每股7.40令吉的目标价格。

股价回弹

随著林云琳作出脱售股权的交待之后，金务大股价也从连续三天挫跌情势下获得回弹。截至今日下午4时30分，金务大上升16仙，报3.82令吉。

Mr.Business

新闻。

Thursday February 28, 2008

Gamuda starts working on succession plan

By KATHY FONG

KUALA LUMPUR: Gamuda Bhd managing director Datuk Lin Yun Ling said the group has started working on a succession plan while he would continue to helm the company he founded.  

Describing Gamuda’s prospects as “good”, Lin is confident the group would be able to meet all “the guidance that it had given to analysts earlier”.

He denied market talk that his share sale was due to any adverse changes on the group’s fundamentals or earnings prospects.  

“I brought up the company over the past 25 years. I certainly don’t intend to have an abrupt exit ... we will ensure that over the next five years or longer, there will be a smooth transition,” Lin told StarBiz yesterday.

He said he could foresee the day Gamuda would be run by professional managers who were not shareholders.

“There are two or three names who have the potential (to take over the top executive positions),” he added.

Lin trimmed his stake to 1.7% from 5.2% last week. The shares were placed out to global institutional investors.  

The share sale sparked heavy sell down on Gamuda shares amid worries that the group’s prospects would not be as rosy if Lin exited. HLG Securities anlayst Teoh Paul Keng noted that the rate Gamuda replenished its order book had decelerated. “The group has not secured anything substantial besides the double tracking project,” he said.  

The group’s order book ballooned to RM11bil after it bagged the double tracking project together with MMC Corp Bhd.  

The share price tumbled to a low of RM3.20 – down nearly 40% from its recent high of RM5.30. It closed at RM3.92, up six sen yesterday.

“I didn’t expect the (market) reaction to be so strong,” Lin said.  

Lin noted it was “unfortunate” that investors perceived the “18-month lock-in period” for his remaining stake as a sign that he would only stay on for that period.  

He pointed out that this was the fourth time he sold down his stake in Gamuda.  

“Over the last 16 years, it (the selling down) hasn’t affected my commitment to grow the company and make it a success,” he said.

Lin stressed he had never been the controlling shareholder. He was holding about 16% stake when Gamuda floated its shares on Bursa Malaysia.  

“There are lots of rumours flying around, such as our Vietnam project is not doing well and I have health problems.

“My plan to sell shares has nothing to do with what is being speculated. It is mainly for estate planning purposes,” said Lin, adding that the share sale was to diversify his personal wealth.

“But I suppose for the investors, there is never (a good) time for the CEO to sell shares,” he quipped.

Lin refuted market talk that he sold shares because Gamuda was under pressure from the Malay Chamber of Commerce in terms of distributing 30% of the sub-contracts to bumiputra contractors. “That issue has been resolved to our (Gamuda’s) satisfaction,” he said.

On the outlook of the construction sector, Lin said it would still be “quite good” for the next few years and there was no sign of a downturn.

But in terms of the number of jobs being dished out, Lin opined it would be the same as in the past two years.  

“The slowdown in the US would trigger the need for the Government to pump prime (the economy) a bit more.

“You will have some big ticket items to be rolled out from the development of the economic corridors,” he added.

Mr.Business

"林云琳表示市场的反应令他措手不及，因为，他预计股价只会像他于2002年脱售股权时一样，下滑不超过10％。"

"He denied market talk that his share sale was due to any adverse changes on the group’s fundamentals or earnings prospects."  

"He said he could foresee the day Gamuda would be run by professional managers who were not shareholders."

这种不理股东的公司，外资是不会喜欢的。。。也不要太相信林云琳的话，我国的公司还是由大股东管理比较好，更何况像Gamuda这种很依靠关系的公司。

东风不破

原帖由 goldenwkl 于 28-2-2008 09:22 AM 发表
zssss

那要多多注意注意一下喽。。！！！

除了耐心地等，什么也不必做。
看什么时候可以跌破RM 3.00。

chanyk07

大股东更本是在说谎话....傻瓜才相信他.:@ :@ :@

yeephuang

3.92 卖出去了
下车先

今天还是没有动静，我想明天因该会大起或大落吧。。。

[ 本帖最后由 yeephuang 于 28-2-2008 04:51 PM 编辑 ]

yewsin56

叫您们不必怕，他才会卖到好价钱，股市就是千钱游戏，身为小股东的我们要果断行动.
看到行情顺利进行时，要耐心从容地加仓和等待。当行情出现危险时，要快速地卖出，并且要取出一半的利润。至于什么是危险，则需要自己摸索和确定。
总之，交易要有自己的一套。而且要有时时不断改进自己买卖的技术问题，这些都不是一成不变的.