What the folks at JP Morgan said about Gamuda.

Got a copy of the report that the folks at JP Morgan said about Gamuda. (Do pay attention to the date of the report! Sorry, it's kinda out-dated!)

Note the 4 issues raised by the analyst.

1. Could his exit jeopardize all of Gamuda’s ventures in Vietnam? [Gamuda has a total GDV exposure of c.M$15 billion in Vietnam]
2. Could his exit jeopardize the execution of the existing construction orderbook? [Gamuda has a total outstanding orderbook of c.M$10.5 billion]
3. Could the timing imply that more negative newsflow will surface in the near future?
4. What are Gamuda’s chances of securing more federalfunded projects moving forward, in the absence of the well-connected founder?

How?