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  i3vestor5 bought a few more lots during agm. i think chairman and plantation director knew their stuff well. i was surprised they could do 30 mt. fingers crossed cpo price better, loans pared down, lesser forex losses, then give us more dividends. property director said to get 25% gross margin. if get hope they give even more dividends. 20/03/2019 5:12 PM  sowsc1987 Good management,at this tough environment ,their property launch still can get average 70above take up rate .....their half inventory almost from parking lot ,and some comercial unit....only around 110m complete inventory home 20/03/2019 5:56 PM sowsc1987 Chirman also mention they will advance payment the US dollar debt if good currency .... 20/03/2019 6:06 PM AdministratorID Their property is doing so-so compared to market. Their plantation is doing better compared to market. Why not list the plantation as standalone unit? 20/03/2019 10:26 PM AdministratorID Property King Tan Sri Eddy Chen can improve MKH and PR1MA with his experiences and portfolio. KUALA LUMPUR: MKH Bhd managing director Eddy Chen has been appointed as chairman of 1Malaysia People’s Housing Programme (PR1MA). In a statement today, the Prime Minister’s Office said Chen’s appointment takes effect tomorrow, 1st October 2018. With over three decades of experience in the real estate industry, Chen takes over from Alies Nor Abdul, who resigned on 1st June 2018. 20/03/2019 10:43 PM AdministratorID “Our plantation business will definitely show a year-on-year improvement in terms of operating profit, excluding any unrealised foreign gains or losses. “Its contribution to the group’s revenue and profit will increase, but it might not overtake that of our property and construction segment just yet,” said Chen. 20/03/2019 10:44 PM Aero1 Not flying stock but can sleep well. Price will likely climb over next two quarters. Many assets ripe to produce more income. 20/03/2019 11:04 PM i3vestor5 "sowsc1987 Good management". bought more today. read the management profiles from yesterday's annual report and very experienced lot in chairman, md, plantation director, and property director. the plantation director especially explained very well yesterday that i thought he was the tan sri's son. in this tough environment, need these type of strong senior management. 21/03/2019 3:35 PM sowsc1987 i3vestor5,mkh land bank all located at stretegy area example"they focus on TOD concept and landed property,all this very popular at market....example kajang 2 cannot find such big land at kajang for do a town ship....inside kajang 2 have international school,chinese school yu hua 2,KTM, and other .....all this the buyer will consider....mkh use much year to do all planning and infastrustor before launch the property there....that why kajang 2 precint 2 get well order from public... 22/03/2019 9:18 AM sowsc1987 mkh oil palm not need i talk too much "1 hectar produce 30T oil....how good the land .....at malaysia not much company can do that.... 22/03/2019 9:44 AM Aero1 https://www.brecorder.com/2019/04/02/485074/indonesia-feb-palm-oil-exports-rise-17pc-y-y-gapki/ 03/04/2019 8:19 AM Aero1 https://www.beritasatu.com/ekonomi/546485/gapki-stok-menipis-angkat-harga-cpo 03/04/2019 8:25 AM Aero1 Neste’s palm oil and PFAD supply chain data for year 2018 published https://www.webwire.com/ViewPressRel.asp?aId=238594 Interesting piece! 04/04/2019 1:29 PM Aero1 https://www.bloomberg.com/news/articles/2019-04-03/india-2019-monsoon-seen-below-normal-on-el-nino-threat-skymet India’s June-September monsoon, which delivers more than 70 percent of the country’s annual rainfall, is likely to be below normal this year as the El Nino weather pattern may impact rain, Skymet Weather Services Pvt. said on Wednesday. Precipitation during the rainy season is forecast to be 93 percent of the long-term average of about 89 centimeters (35 inches), said Jatin Singh, managing director of the New Delhi-based private forecaster. That compares with a preliminary prediction for normal showers. El Nino is likely to be the reason for below-normal showers, Skymet said. Key Insights The annual four-month rainy season is critical to the country’s agricultural sector as it affects summer and winter crop sowing and waters more than half of all farmland. In the event of too little rain, farming suffers, families go hungry and power plants go dark. India is the world’s second-biggest producer of rice and wheat, the top grower of cotton and the biggest importer of palm oils. Get More The forecast has a 5 percent margin of error, Skymet said. India has a 55 percent chance of a below-normal monsoon, 30 percent probability of normal showers and a 15 percent chance of a drought. The Pacific Ocean has become strongly warmer than average. The model projections call for an 80 percent chance of El Nino during March-May, dropping to 60 percent for June to August, the forecaster said. “The savior factor could be Indian Ocean Dipole, which is likely to be in the neutral or positive phase during the Monsoon. Thus, it may be able to absorb some of the El Nino blues and possibly would support rainfall during the second half of monsoon." June is likely to have a “very sluggish start” and deficit rains are likely to spill into July, Skymet said, adding that the second half of the season would see better rainfall. East India is likely to be at a higher risk of getting deficient rain, especially during the first half of the monsoon season. Showers are expected to be 77 percent of the long-term average in June, 91 percent in July, 102 percent in August and 99 percent in September. (Updates to add details in ‘Get More’ section.) UP NEXT 04/04/2019 1:36 PM Aero1 Stock is not enough to cover a month export. https://gapki.id/wp-content/uploads/2019/04/SIARAN-PERS-GAPKI-2-APRIL-2019.jpg 04/04/2019 3:10 PM Aero1 https://theguardiantribune.com/palm-oil-market-in-depth-analysis-to-understand-the-competitive-outlook-of-the-global-industry-with-future-estimations/ 05/04/2019 9:13 AM sowsc1987 ECRL pass by kajang....future kajang 2 will be a interchange with KTM??? 12/04/2019 4:03 PM bclim_83 https://www.freemalaysiatoday.com/category/nation/2019/04/12/several-stations-along-ecrl-route-including-gombak-scrapped/ 12/04/2019 9:33 PM sowsc1987 Haha....Mkh will benifit from this ECRL project ....I believe Dato Chen will 争取ecrl station at kajang 2 15/04/2019 11:41 AM Aero1 IDR resilient .. good to MKH repaying its debts. Soon it will be liquidated. 15/04/2019 12:49 PM  CatchThe Bull It is CONFIRM there is an interchange with KTM Kajang/Bangi. https://www.malaysiakini.com/news/472331 15/04/2019 2:59 PM  calvintaneng MKH (6114) METRO KAJANG WILL BENEFIT FROM ECRL REROUTE TO BANGI/KAJANG, Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/202259.jsp 15/04/2019 3:04 PM CatchThe Bull Will it be Cold Eye effect soon as Cold Eye did mentioned about MKH before. http://sbpov.blogspot.com/2014/06/mkh-bhd.html iCapital fund already parking at MKH long time ago! https://www.enanyang.my/news/20170908/%E8%B5%84%E6%9C%AC%E6%8A%95%E8%B5%84%E7%9A%84%E6%8A%95%E8%B5%84%E9%99%88%E9%87%91%E9%98%99/ 15/04/2019 3:50 PM sowsc1987 kajang 2 的位置正正在bangi 的旁边，now kajang 2 station 就是未来的Bangi/kajang station ?? 15/04/2019 3:53 PM Aero1 sowsc1987 kajang 2 的位置正正在bangi 的旁边，now kajang 2 station 就是未来的Bangi/kajang station ?? 15/04/2019 3:53 PM Very likely as it has space. 15/04/2019 4:06 PM Aero1 https://www.malaysiakini.com/news/472370 The abandoned Putrajaya-Kajang link may be revived with an LRT line, according to a report in The Star Online.Works had begun on a monorail line connecting Putrajaya to Kajang, but construction was abandoned in 2004 due to cost constraints.However, the report said it may now be revived as an LRT line at the cost of around RM2 billion. If it proceeds, the line would be the fourth such line in the greater Klang Valley.In contrast, the LRT3 line from Bandar Utama to Klang will cost RM15.02 billion.According to The Star, the lower price tag is due to civil infrastructure works having been completed with the abandoned monorail project.“While it may take about six months to a year before project development begins, I can confirm that the government wants to proceed with the project,” a source was quoted as saying.At present, the MRT1 line terminates in Kajang, while the under-construction MRT2 line will terminate in Putrajaya. Both originate from Sungai Buloh.A Putrajaya-Kajang connection would complete the loop.'MRT2, HSR, ECRL and LRT4 in Putrajaya'There have been a number of proposals to revive the abandoned link over the years.The previous BN government had also considered linking Putrajaya and Kajang through a tram system.The Star report said that if the LRT4 plan proceeds, it will be under the oversight of local authority Putrajaya Corporation and the Federal Territories Ministry.Though initially deemed a white elephant project, Putrajaya's population has since grown substantially.Apart from the MRT2 line and the possible LRT4 line, the East Coast Rail Link will also have a station in Putrajaya, as will the Kuala Lumpur-Singapore High-Speed Rail, the construction of which is postponed until 2020. 15/04/2019 5:48 PM CatchThe Bull DBS group research TP for MKH is 1.70 should be reasonable and achieveable soon base on the recent catalysts: CPO price, IDR resilient, ECRL, Eddy Chen as chairman of PR1MA (strong connection with PH new government). Better and clear earnings visibility for MKH. 15/04/2019 5:50 PM CatchThe Bull https://www.dbs.com/aics/templatedata/article/generic/data/en/GR/062018/180612_insights_more_time_and_attention_needed.xml 15/04/2019 5:52 PM calvintaneng Along the entire Ecrl corridor of 20 rail stations only 3 has interchange 1. Mentakab 2 rail lines 2. Bangi 2 rail lines 3. Putrajaya 3 rail lines You can see that Putrajaya and Bangi are next to each other Here we have Mrt2 The Ktm Bangi rail line Then the latest proposed let link to putrajaya Plus the upcoming Hsr from Singapore It shows a very well connected heartland with transport arteries of the very Dynamic Region MKH having the very most landbanks in the kajang-semenyih belt plus a 3 star hotel, 4 plots of offices, 4 plots of commercial lands tenanted to 2 hypermarkets and several housing enclaves is the superior beneficiary of all these future connectivity All people traveling East bound will have to come down south to kajang-bangi before continuing their journey by Ecrl to jelebu in Seremban, mentakab in pahang as well as Trengganu and Kelantan 16/04/2019 12:56 AM calvintaneng Focus of new tenders in revised ECRL in south, says CIMB Research https://www.thestar.com.my/business/business-news/2019/04/16/focus-of-new-tenders-in-revised-ecrl-in-south-says-cimb-research/ Very soon next month ECRL CONSTRUCTION in south will commence SURE GOOD FOR MKH 2 SHOPPING MALLS IN KAJANG 4 COMMERCIAL LANDS RENTED TO 2 HYPERMARKETS A 3 STAR HOTEL 4 LOTS OF OFFICES PLUS LOTS OF HOUSES FOR SALE RM44 BILLIONS CONSTRUCTION JOB PASSING KAJANG/BANGI AND PUTRAJAYA WILL BRING IN LOTS OF ACTIVITIES FOR METRO KAJANG 16/04/2019 11:13 AM RVI123 MKH Kajang 2 has a new KTM station under construction now. If ERCL can interchange there, should be helping the area to become business hub for the southern region. 16/04/2019 6:21 PM calvintaneng THESE FIVE STOCKS MIGHT BENEFIT FROM ECRL SOUTH: Mui Prop, AsiaPac, MKH, L&G & Olympia, Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/202714.jsp 17/04/2019 10:59 AM CatchThe Bull Many investors concern on Indonesia political stability, with Jokowi's victory in the latest election, previous "dance party" continue to move on :) https://asia.nikkei.com/Politics/Indonesia-election/Jokowi-s-election-win-sets-up-Indonesia-political-free-for-all Catalyst for old oil palm liciense holder like MKH https://news.mongabay.com/2018/09/indonesian-president-signs-3-year-freeze-on-new-oil-palm-licenses/ HAPPY INVESTING!!! 22/04/2019 11:37 AM Aero1 https://www.thestar.com.my/business/business-news/2019/05/08/we-are-not-palm-oil-enemy-says-french-envoy/ 08/05/2019 11:02 AM Aero1 https://gapki.id/wp-content/uploads/2019/05/PALM-OIL-STATISTIK-DATA-2019-MARET.jpg 20/05/2019 3:53 PM  YAPSS Hey! Today, R-Table will be covering MKH Berhad by presenting 10 years financial results in a short, fun & interesting way. Click the link below to watch the video. Link: https://youtu.be/DMDDcIPttA4 #YAPSS #RTable #MKHBerhad #MakeInvestingFun 30/05/2019 4:19 PM Aero1 Plantation Sector - News flow for week 3 – 7 June Author: AmInvest | Publish date: Mon, 10 Jun 2019, 11:32 AM Bloomberg reported that futures prices for soybean and canola meal in China have been surging as the Chinese eat more chicken and duck, driving demand for poultry feed. Consumers in China are looking for alternative sources of meat protein as the African swine fever affects hogs. Bloomberg quoted an industry expert as saying that China’s demand for poultry feed is expected to increase by 20% this year. This coupled with the growth in fish farming are envisaged to compensate for the fall in demand for meal from the hog industry. Bloomberg also reported that planting progress of corn and soybean in the USA continues to disappoint as a result of the heavy rains in the Midwest. According to the USDA, corn planting in the US was 67% completed as at two Sundays ago compared with 96% at the same time last year. Soybean plantings were only 39% completed vs. market expectations of 42%. Currently, the USDA forecasts planted areas of 92.8mil acres for corn and 84.6mil acres for soybean in the US in 2019F/2020F. Reuters reported that China has agreed to take palm oil worth nearly US$150mil from Malaysia in a barter deal. Malaysia will export US$144.9mil worth of palm oil, representing about 200,000 tonnes to China. In return, Malaysia will receive construction services, natural resources products and civil and defence equipment from China. Reuters also reported that Total, the French oil and gas company, is set to commission a biodiesel refinery using palm oil. The refinery in southern France will start production in two weeks. The commissioning of the biodiesel plant has been delayed a few times due to opposition from the farmers. The biodiesel plant has a production capacity of 500,000 tonnes per year. Total has committed to using less than 300,000 tonnes of CPO per year at the biodiesel plant. The rest of the feedstock will consist of oils coming from other plants and recycled fats. Bloomberg said that China plans to store cargoes of American soybeans bought earlier this year that have yet to be delivered. The soybeans will be sent to boost state stockpiles instead of being processed. According to the USDA, China has yet to receive 6.9mil tonnes of US soybeans. China purchased the soybeans from December 2018 to March 2019 during a temporary truce on the trade war with the US. After trade war talks soured, China has turned to supplies from South America. Xinhua reported that China’s soybean and pork imports from the USA have declined sharply due to the trade war while those from other countries have been growing. The Ministry of Commerce said that pork imports from the US fell by 53.6% YoY in 4M2019 while pork imports from Spain, Canada and the United Kingdom rose by more than 10%. China’s soybean imports from the US declined by 70% YoY in 4M2019 while those from Brazil jumped by 46.8%. 10/06/2019 12:00 PM  |
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