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发表于 23-7-2008 11:01 PM
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发表于 23-7-2008 11:38 PM
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原帖由 弹煮 于 23-7-2008 03:21 PM 发表 
可是很多人看了心痒痒~ 多数是要报复
老实讲。。。曾经败过给gamuda的人都想报复。。。
但是...
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想报复都要看对手嘛....
大鳄以经收了不少货... 随时可以唤起第二轮的海啸了...  |
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发表于 23-7-2008 11:41 PM
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发表于 24-7-2008 12:18 AM
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这个股上的太快了，，要主意了，， |
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发表于 24-7-2008 10:47 AM
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今天开始跌了 |
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发表于 25-7-2008 01:28 AM
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看来好像不到 RM2.9 不会罢休 |
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发表于 25-7-2008 01:32 AM
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发表于 25-7-2008 09:12 AM
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DJ MARKET TALK: Gamuda May Slip;Shareholders Deny Stake Sale Plan
--------------------------------------------------------------------------------
0030 GMT [Dow Jones] Gamuda (5398.KU) may retreat to MYR2.65 (5-day moving average) from Thursday's close at MYR2.76 (down 2.5%); substantial shareholders denied of having received any offer from Persian Gulf-based fund to buy their respective shareholding in construction firm. Both Generasi Setia, Platinum Investment Management responded to query on The Edge report on July 19 stating both parties were in discussion with fund to seal deal which will eventually result in general offer at near MYR2.43 per share for Gamuda, its subsequent delisting. Generasi Setia holds 7.51% stake while Platinum holds total of 7.46% in Gamuda under various funds. (VGB)
Contact us in Kuala Lumpur. 603 2692 5254;
MarketTalk@dowjones.com
(END) Dow Jones Newswires
July 24, 2008 20:30 ET (00:30 GMT)
Copyright (c) 2008 Dow Jones & Company, Inc. |
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发表于 25-7-2008 03:31 PM
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果然又发威了发威了 |
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发表于 4-8-2008 12:44 PM
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星报bizweek
Saturday August 2, 2008
Brokers' call
Compiled by THEAN LEE CHENG
GAMUDA BHD (RM2.70 as at July 31)
Comment by Citi: We visited Gamuda’s Yen So Park project in Hanoi, Vietnam. To recap, Gamuda will undertake a US$40mil relocation of high-power tension cables and rehabilitation work on the five lakes and the existing park in exchange for 34ha commercial land for development.
Gamuda will also build a US$233mil sewerage treatment plant (STP) in exchange for two more plots of development land measuring 156ha.
To date, Gamuda has invested US$10mil and a further US$100mil is expected to be invested by financial year 2009 (FY09). A drawdown of the US$400mil standby facilities is expected by end-2008.
Compared to six months ago, there seems to be more activity on site with more trucks being deployed. The location is much better than we thought and it is definitely within a stone’s throw from the heart of the capital.
The merging of Ha Tay Province to the existing capital of Hanoi effective Aug 1 would be an added boost to the project. The population base would be enlarged to capture 2.5 million more people, bringing the total to 5.9 million. After visiting companies in the banking, steel, cement, insurance and property sectors over the last two days, it does seem that there is a shortage of grade A office space in the city.
Gamuda is confident of launching properties starting 2H09 with the STP targeting completion by Oct 10, 2010. But after talking to senior management of several companies, we feel it is important to see how the economy will perform over the next 6 to 9 months.
Due to the high inflation and interest rates environment, we suspect a lot of smaller companies, especially developers, are already facing severe cash flow challenges.
For US$40mil, Gamuda is getting the 34ha of commercial land for a song, in our view.
However, with no information on pricing, and the uncertainty surrounding the economy, it is too early to jump for joy.
We have a Sell/Low Risk (3L) rating on Gamuda shares as management may not be able to fully hedge out the escalating raw material costs.
Our earnings and target price have yet to factor in any potential delays in the double-tracking project. The delays in property sales in Vietnam would also mean that Gamuda would have to rely entirely on borrowings to fund its initial infrastructure outlay. We derive our target price of RM2.31/share, which has yet to factor in any delays in the RM6.25bil double-tracking contract.
Possible upside risks to our rating, profit forecasts and target price include: 1) upside earning risks from its construction division. Its existing RM11bil outstanding order book could rise as the group continues to bid for lumpy construction jobs; and 2) faster-than-expected property sales from its Vietnam ventures.
Recommendations: SELL, as we believe valuations are not compelling. |
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发表于 4-8-2008 01:02 PM
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回复 1963# thierry_henry 的帖子
今天讲卖，下个礼拜会不会又叫你买  |
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发表于 4-8-2008 01:54 PM
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散户真的会被它玩死.....  |
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发表于 6-8-2008 11:32 PM
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报纸写的目标价是几久的，，一个月 ，还是一年，， |
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发表于 7-8-2008 08:34 AM
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大道局建議調低收費15至20%‧17大道公司盈利受衝擊
大馬大道局（MHA）建議巴生河流域收費大道特許經營權持有者調降大道收費率達15-20%，沒有提及賠償的事宜，分析員認為，如果計劃通過，17家收費大道公司將受負面影響，並以金務大（GAMUDA,5398,主板建築組）首當其衝。
分析員表示，上述建議引發的課題包括這項調降收費大道是否是永久性的，據悉，一些收費大道特許經營者已回拒這項建議。
亞歐美研究透露，若上述計劃成行，金務大的“買進”評估或重新檢討，而環城大道（LITRAK,6645,主板基建計劃組）的“買進”評估則保持不變。
大馬大道局是在上週發出上述建議的函件給巴生河流域收費大道公司，但沒有提及賠償的問題。
亞歐美指出，受上述建議影響的17家收費大道公司，包括白蒲大道（LDP）、莎亞南大道、吉隆坡西散大道（Sprint）、精明渠道防洪計劃（SMART）、新班底谷大道（NPE）、新街場大道（Besraya）、以及新巴生河流域大道（NKVE）等。
未提賠償與期限
若上述計劃沒有賠償，對收費大道特許經營權者帶來負面影響；政府在過去都是通過延長特許經營權期限或稅項減免，以作出充足的賠償。
15-20%的收費調降，是永久性（特許經營權剩餘期限）抑或是只是實行數年，以減低巴生河流域駕車一族的財務負擔，也是一個問題。
亞歐美認為，不是所有的收費大道公司都賺暴利，一些則把賺利充作資本開銷，因此據知一些收費大道特許經營權者已駁回這項建議。
金務大衝擊最大
這項建議若成行，對金務大衝擊最大，南北大道（PLUS,5052,主板貿服組）和金務大各別控制總共114公里長（南北大道:3條收費大道）及104公里（金務大:4條收費大道，包括持有46.2%股權的聯號公司環城大道）的收費大道。
其他為怡保工程（IJM,3336,主板建築組） （2條）、安邦高架大道（Prolintas）（2條）、MTD基建（MTDINFR,9768,主板貿服組）（1條）以及達力集團（TALIWRK,8524,主板貿服組）（1條）。
亞歐美估計，大道收費每調降20%至2009年底（沒有賠償），將削減環城大道的貼現現金流價值高達20仙，金務大調整凈資產價值亦下調5仙。
如果此項調降收費是永久性的，對環城大道和金務大的降幅達1令吉25仙和20仙，進而降低環城大道貼現現金流（DCF）價值至2令吉70仙，金務大的調整凈資產價值亦回退至每股2令吉70仙。
對南北大道來說，衝擊不大，估計達4%，因集團的大道收費盈利由南北高速大道操控，這並不包括低收費率將提高交通量的流動，進而抵銷部份對估值的衝擊。
亞歐美將因上述計劃而可能檢討金務大的“買進”評估；保持環城大道的“買進”評估，調整目標價為3令吉20仙，貼現現金流價值為4令吉折價20%，並考量週二（5日）的93仙資本回退所進行的除權。對南北大道的評估和目標價則保留。 |
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发表于 7-8-2008 11:17 AM
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回复 1963# thierry_henry 的帖子
作个纪錄,看过八月二日 BIZWEEK 的Brokers' call(SELL)后，接下來的交易日情形:
Date                  Open        High      Low        Close        Vol (K)       H/L Range
2008-08-15      2.93       3.02        2.92         3.02        13,622.         0.10
2008-08-14      2.91       2.96       2.88         2.92         6,796.2       0.08
2008-08-13      2.87       2.95       2.83         2.91            12,671.1      0.12
2008-08-12      2.82       2.83       2.78         2.82            5,084.0             0.05
2008-08-11      2.83       2.84       2.8         2.82          3,095.7              0.04
2008-08-08       2.78      2.82       2.76         2.81          7,529.4              0.06
2008-08-07      2.76       2.8         2.72         2.79          4,225.6      0.08
2008-08-06      2.73       2.78       2.72         2.76          4,471.9        0.06
2008-08-05      2.76       2.81       2.7         2.71           8,559.7      0.11
2008-08-04      2.7         2.83       2.69         2.76           7,757.7       0.14
2008-08-01      2.68       2.74        2.68         2.72               3,265.3      0.06
[ 本帖最后由 thierry_henry 于 15-8-2008 06:23 PM 编辑 ] |
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发表于 7-8-2008 12:19 PM
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发表于 13-8-2008 11:39 AM
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发表于 13-8-2008 03:25 PM
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回复 1970# 傻人最有傻福 的帖子
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怕最后是因为估计后成本增加，过高了，要延迟发展，这样还死过之前了！！ |
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发表于 15-8-2008 04:35 PM
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GAMUDA雄风重现 |
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发表于 15-8-2008 06:03 PM
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真的是到 RM3 咯 丢丢丢咯  |
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