小资女向前冲（大马股市）

最近越来越懒惰了，用心分析公司的时间也减少了

第一篇并没有完整分析Gamuda的业务，这篇也不会><

一下Gamuda业务都是从前辈的文章分享中C&P

这是一只官联股，大选颁发工程它最大可能收益

Substantial Shareholders

• Employees Provident Fund Board
• Kumpulan Wang Persaraan
• Amanah Saham
• Lembaga Tabung Haji

TOP 30 WARRANT HOLDERS

• Lembaga Tabung Haji
• Koon Yew Yin

Financial Performance

- 有观察到市场好像不怎么在意other income, gamuda 这次的盈利部分贡献来自other income, 但是股价照样起了

 股价

- 如果像rayner所说的，follow trend,我想可以进入trend 了。虽然现在是高风险，但是根据rayner的方法，当trend被破坏了才止损

现在这样看，trend还没有被破坏

- RM5.45 (23/7/2016)

- 根据rayner说所的，我把破坏trend的price level 定为support level 1 and 2: RM5.26/RM5.08. 

-不过因为是块股，不容易被炒作，所以它儿子就成为了很吸引的对象

- 妈妈现在的阻力是RM5.458 (过不到就是回调，回调就会影响到儿子也一起回调)

- 儿子现在RM1.35 (23/7/2017)

- 儿子的阻力出现了差不多在RM1.478，之后回调

- 儿子有个strong support level, 第二次回调的时候(RM1.285)，成功反弹了。 如果很不幸的第三次回调跌破strong support level, 个人的心里support level会是RM1.245（之前跳空开高的空洞) ,不然第二心里水平: RM1.145

- 差不多4/4/2017，是儿子股价到达顶峰的时候，然而4/4/2017，妈妈的股价正在调整中(股价下跌)

- uptrend: unlimited  : maximum downside risk: 15.18%

News

23/6/2017

- ongoing construction works such as MRT1, MRT2, the Penang Transport Master Plan and the Pan Borneo Highway are progressing on schedule.

- Some of its upcoming launches include Gamuda Gardens in Kuala Lumpur, with a gross development value (GDV) of RM10 billion, to be launched in July and twentyfive.7, a 257-acre mixed development with a GDV of RM3.8 billion in Kota Kemuning that will be launched in September.

- The property division’s performance is expected to be stronger in the next few quarters due to the launches of several new projects in Malaysia and overseas

13/6/2017

- As for Gamuda City, the development contributed some US$120 million in sales in FY2016 and this is expected to rise to around US$150 million in FY2017 and FY2018, and to US$200 million from FY2019 onwards, said Chow.

- The latest launch at Gamuda Gardens is the first block of The ZEN Residence, a project that will feature a total of 927 apartment units in three blocks. The first block comprises 308 units and was launched in May this year. It is 60% sold to date.

-Banking on the positive outlook of the Vietnamese economy, Gamuda Land Vietnam will be rolling out more property launches in Gamuda City and Celadon City from this month (June).

Comments

- 根据rayner理论，现在还是trend 当中可以进场，不过短期回调的风险也很高 

Reference

http://leoting81.blogspot.my/2017/02/5398-gamuda.html

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=9095

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=8712