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Overview
Financial Highlight
HeadlinesBusiness Background Gamuda Bhd is one of Malaysia's largest firms in infrastructure and property development. It helps construct highways, plants, ports, and other industrial developments to aid connectivity throughout select regions, and develops residential and commercial communities catering to various lifestyle needs. The company has three core business divisions: engineering and construction, property development, and infrastructure concessions (approximately half of total revenue). Concessions granted from government authorities pertain to operating highways and water management. Gamuda operates highway tolls and works to minimize traffic congestion. As a water provider, it utilizes a multistep process to supply fresh clean water.
  okasanboleh I see. this is a typical Malaysian mentality. when a TYPICAL Malaysian investor invests in a stock, he/she will only like to see and accept good & positive comment. any comment not encouraging them, they will be unhappy. this is quite closed to blind. I would take pjflower & wanutama2015's comments with intention to share. I will not take their comments as bashing this counter. I see both of them are giving valuable comments, and they might be the insiders without disclosing confidential info. but unfortunately investors do not like these type of comments... to me, I agree that Gamuda is a leading construction in Malaysia, but to be world class, long way to go. do not think too big about this company, let's be realistic. I do hope this counter prosperous as I have invested not less amount. 26/12/2022 5:29 PM alenac True there are punters here. Those who bought at low prices and subsequently sold and thereafter tried to suppress the price to make another round. Traders are everywhere. Construction stock prices could be volatile as any underpricing of tenders in billions could bankrupt the company. okasanboleh I see. this is a typical Malaysian mentality. when a TYPICAL Malaysian investor invests in a stock, he/she will only like to see and accept good & positive comment. any comment not encouraging them, they will be unhappy. this is quite closed to blind. I would take pjflower & wanutama2015's comments with intention to share. I will not take their comments as bashing this counter. I see both of them are giving valuable comments, and they might be the insiders without disclosing confidential info. but unfortunately investors do not like these type of comments... to me, I agree that Gamuda is a leading construction in Malaysia, but to be world class, long way to go. do not think too big about this company, let's be realistic. I do hope this counter prosperous as I have invested not less amount. 1 day ago 0 seconds ago 28/12/2022 9:09 AM Riaz1954 Very true of the entire stock market in Malaysia..also counters with large share ownership by founders is also problematical as they dump shares as and when…they have no concern for shareholders of the company in fact they actually milk the system. That’s why we see laggard performance and profit taking when price goes up slightly. 13/01/2023 7:00 PM alenac Ambrin as Chairman heard what he said in the 1MDB trial, he won't be effective in checks and balances. 10/02/2023 4:04 PM  speakup all the money from sale of litrak moved from malaysia to australia sad. malaysia outflow money to australia. 23/02/2023 9:49 AM wallstreetrookieNEW Expansion into global market will definitely help improve their profits 23/02/2023 10:00 AM kokchengkai during tis period ,Anwar government mayb need local comsumer & infranstructure construction project to boost country GDP .tomorow budget mayb more concenstrate on local comsumer and infranstructure 23/02/2023 2:08 PM kokchengkai gamuda looklike weight down their concenstration in local busines,put more effort in oversea investment ..too depends on malaysia government project not a good idea for long term ..up and down like myeg jst make foreign investor feel scare to invest in it 23/02/2023 2:10 PM MichelleNg Tomorrow budget 2023. Most likely no much money to spend. Big players profit taking and waiting for tomorrow or monday 23/02/2023 5:05 PM kinuxian MRT 3 project will be revised again. Target cost trim down from 50b to 45b. 24/02/2023 5:57 PM  SinGor Gamuda is a Sell based on lousy Anwar Budget. If Gamuda donT get job outside Malaysia, price will surely goes down month by month until Jan 2024( next budget)...Every Existing project are subjected to Fat Trimming How to make money? 26/02/2023 2:31 PM speakup Local construction sector is dead mah, so Gamuda go Australia is good move. 26/02/2023 3:25 PM speakup Only hope Gamuda won't end up like Mudajaya, Zelan & LCL. Mudajaya go India => die Zelan go Middle East => die LCL go Middle East => die 26/02/2023 3:29 PM Shareview123 Auditors for Audited accounts for financial year ended 31 Dec 2021 was KPMG. On 11 Dec 2022 changed to Deloitte PLT Malaysia. Based on the notes to the accounts 9 R.K.M POWERGEN PRIVATE LIMITED ( RKM) was treated as an associate company. Based on notes 10 Non current Fair value through profit or loss - - shares at Group level RM 21 millions Based on Statements of Profits or Loss Other Income Gains on remeasurement of other investments RM 21 millions 24/02/2023 11:47 PM X Shareview123 Based on press release on 15 June 2022 RKM reported 282 millions for Jan 2022 - April 2022 and 72 millions for a similar period in 2021. So, for 4 months = 72 millions, for 12 million months = 72 millions x 3 = 216 millions So, may be based on advice of experts, Mudajya and Auditors agreed to recognise 10 % only, which is RM 21 millions as reflected in the Group level of Audited Accounts for 2021. For Jan 2022 - April 2022 = 282 millions So, let assume for 12 months = 282 millions x 3 = 846 millions So, be consistent, Mudajya and its Auditors may agreed again at 10 % 846 millions x 10 % = 84.6 millions, to be recognised in the group level of Audted accounts for financial year ended 31 Dec 2022. Hopefully, they can agree on higher percentage and not just 10 % only. 25/02/2023 12:05 AM X Shareview123 If Mudajya and its auditors agreed to recognise at 19.4 % So at Group level, can recognise 164 millions ( 846 x 19.4 %), 25/02/2023 12:25 AM X Shareview123 And may also consider to written back impairments written off or provided in previous years. or revalue its investment in RKM. 27/02/2023 10:20 AM Shareview123 Mudajya had recognised 21 millions profits from investment in RKMPOWERGEN, India for financial year 2021 based on the Audited accounts by KPMG. Based on Mudajya s press release dated 15 June 2022, RKMPOWERGEN INDIA has recorded 282 millions for Jan 2022 - April 2022. For the similar period in 2021, it was profits of 72 millions. It means profits from India power plant has increased 400 % And Mudajya largest shareholder is holding 70 %, and the owner behind is Jerry Kou from Taiwan, who owns 5 listed companies in Taiwan. 27/02/2023 10:32 AM  Mabel #SinGor Gamuda is a Sell based on lousy Anwar Budget. If Gamuda donT get job outside Malaysia, price will surely goes down month by month until Jan 2024( next budget)...Every Existing project are subjected to Fat Trimming How to make money? 26/02/2023 2:31 PM Yes lah..as said earlier, local construction sector is dead. So Gamuda go Australia is good move. Gamuda has been charming with great return.. Now overbought.. Mabel is waiting for the right signal to re-enter.. Meow 03/03/2023 10:14 PM Mabel Thank you for Selling Gamuda share today.. Mabel renter with two batches... Meow 06/03/2023 7:31 PM alenac Who dare to go in? Any private initiative will go bankrupt. Huge costs and low returns plus having to deal with 2 governments, Singapore and Malaysia. Malaysia government is unstable and fickle. I_like_dividend https://www.theedgemarkets.com/node/658301 14 hours ago 09/03/2023 1:13 PM alenac Wow Mad cat, now we are on the same page. Hope you dun bring in Serbak bad vibes here. Mabel Wow Gamuda so power... Meow Meow Meow 2 days ago 09/03/2023 1:16 PM Mabel Haha one man poison is another woman's meat. Serba is a cruise as far as mother shares is concern. Still holding the 2019 Free Warrant. She's part of Mabel Turnaround Distressed Malaysian Battleships. The remaining 3 Battleships are on target while Sapnrg is still work in progress and is looking good... Gamuda is Mabel Star Performer, King of Construction with 47% return for Mabel Visit Malaysia Program. Massive Progress Abroad! Cheers! Meow 09/03/2023 7:34 PM Mabel I_like_dividend HSR fund by Gamuda? 08/03/2023 10:17 PM Why not? Meow Meow Meow 09/03/2023 7:44 PM  | |
