股市 | Mudajaya (5085) 何去何从?

自从上次分享成荣Mudajaya之AGM后,股价从RM1.40慢慢滑落,最低去到RM1.18-1.19。

最近在KLSE网站发现有人分享这文件,是7月14日的会议记录,点此:印度发电厂之会议记录。

文件还有日期盖章证明,是从这网站http://www.wrpc.gov.in/default.asp 下载的。多大真实性就让大家决定吧。

如果翻开第11页的话,可以看到RKM的Commission date

RKM 1 360 August-2015
RKM 2 360 Sept 2015
RKM 3 360 Dec 2015
RKM 4 360 MARCH 2016

参考我之前Mudajaya AGM part2 文章

Plant 1:All physical work completed,只差什么Grid (当时记得这字),包括administrative/certificate work。
Plant 2:Final stage on physical work,commissioning in progress

无论如何,就是要等到明年。

Expected COD: 2016

要所有4座发电厂都投入运作,那将会是明年的事。不过至少根据以上相当可信的资料来源,8月和9月将会有两座投入运作,这和AGM所说的Plant1 & Plant 2 等着投入运作不谋而合。

而至于有多少帐可以入袋,而能不能带来正面收入,还需要时间的验证。


股市 | Mudajaya (5085) 何去何从? 股市 | Mudajaya (5085) 何去何从? Reviewed by Angel Poi Woon on 下午2:05 Rating: 5

5 条评论:

  1. hi Angel, at least with the document from India, can confirm that Mudajaya management has telling the true story in AGM and provide in line indicator.

    With the current low price, do you decide to average down?

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    1. I will not do so because as I mentioned, I don't know when the earning start to book and if the earning can cover the spending within this year. Also big market not stable now, price can be lower, we dunno the lowest price too. Unless you have surplus money to invest it, dont mind to keep it here :P

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  2. Agreed with your view. We haven't see the bottom with support of financial statement. Funding in now may lost in other investment opportunity cost.
    Mind to share what is your average brought price you have for this share placement in your portfolio?

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    1. Around RM2+, quite high o :)

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    2. mine, even higher. all put into deposit box :).

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