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2019-12-28 12:24 | Report Abuse
Went shopping the ubi kayu is selling at RM5 per kg Rm5k per ton. Good value. Indonesia venture has potential.
2019-12-28 12:22 | Report Abuse
Like it that the China property realising its value by converting to investment for rent. Potentially unlocking value from disposal.
2019-12-28 12:05 | Report Abuse
It has more TOD projects. Waiting to release land bank value.
2019-12-28 12:00 | Report Abuse
1 billion broken. Now on the way to 1.5 billion. No doubt its business model is not less attractive than Matrix Concept.
2019-12-27 14:38 | Report Abuse
Indonesia pours money into infrastructure.
MKH to consider pouring money into property market in Indonesia. Its more than 10 years presence there helps.
2019-12-23 14:52 | Report Abuse
Mirai residence is an important project, a first high rise in the many high rise and ambitious buildings planned for Kajang 2. MKH JV with Panasonic for this project. Some calls it japan township.
2019-12-23 08:58 | Report Abuse
Planted area all set to benefit from buoyant cpo price with minimum capital investment.
Year/ HA/ Age/ Status
2008/3800 ha/11/prime age
2009/5200 ha/10/prime age
2010/4300 ha/9/entering prime age
2011/1100 ha/8/entering prime age
2016/2008 ha/5/maturing
Total 16408 ha average age 9 yr
2019-12-21 20:56 | Report Abuse
At current price pe only 5 times. More potential!
2019-12-21 20:53 | Report Abuse
Property Trading China operation could bring 20 sen eps.
2019-12-21 20:52 | Report Abuse
Without the impairment 11 mil. With full year rental income from China property. With newly refurbished hotel come operating.
2019-12-21 18:59 | Report Abuse
Pko production another 10% increase to more than 20k mt.
2019-12-21 18:56 | Report Abuse
Qtyly report. Last two years achieved cpo 100 mt/year. Should be reasonable to add 10% increase considering more prime aged trees.
2019-12-21 13:21 | Report Abuse
Unbilled property more than 1 billion plus new project to be launched, property eps can achieve at least 20 sen.
2019-12-21 13:19 | Report Abuse
Plantation eps is capable of achieving 4 to 5 sen each q.
2019-12-21 13:14 | Report Abuse
If cpo 2600, plantation revenue can break 300 mil. If forex stabile pbt may reach close to 100 mil based on 100 mt cpo and 20 mt pko.
2019-12-20 20:36 | Report Abuse
Last year plantation pbt was 48 mil when cpo price 2163. That was 8 sen. This year with higher cpo price and more prime age trees, you do the maths.
2019-12-18 17:36 | Report Abuse
Not easy to maintain unbroken profitable records over the years.
2019-12-18 17:34 | Report Abuse
No wonder public bank remains a steadfast substantial shareholder in MKH. Kudos to THP!
2019-12-18 17:31 | Report Abuse
Soon plantation assets to provide you with steady dividend income potentially ranging from 8 sen to 12 sen a year.
2019-12-18 17:09 | Report Abuse
Welcome back to long overdue 1 billion club.
2019-12-15 09:54 | Report Abuse
Fashionvalet expansion is on track. IPO will tell myeg investment story in startup companies.
2019-12-14 14:17 | Report Abuse
When MKH announces its 1q results, all will see more momentum to its share price. Happy investing bro!
2019-12-14 14:14 | Report Abuse
Will closely monitor response to Mirai project to be launched soon.
2019-12-14 14:11 | Report Abuse
Even Kajang is considered close to Bandar Malaysia where prices are still reasonable.
2019-12-14 14:10 | Report Abuse
MKH has a piece of land nearby. The project has been delayed. MKH World.
2019-12-14 14:08 | Report Abuse
A vibrant KL South is good.
More money will pour in.
Businesses will bebefit.
2019-12-14 08:14 | Report Abuse
Bandar Malaysia project is positive to MKH.
2019-12-12 20:07 | Report Abuse
The FFB yield is 30t/ha many of the other companies still tailing.
2019-12-12 09:44 | Report Abuse
The operations cash flow is enough settle all borrowings in 2 to 3 years.
2019-12-12 09:42 | Report Abuse
Anyway, no RI is expected unless MKH makes big acquisitions.
2019-12-12 09:41 | Report Abuse
MKH made the wrong call in the previous RI. But then the banks won the race.
2019-12-12 09:40 | Report Abuse
If business is good, borrowings are good and cheaper.
2019-12-12 06:45 | Report Abuse
Kajang 2 more mature and population now, time to introduce and sell high value products.
2019-12-12 06:44 | Report Abuse
More trees into prime age and recovery from stress, plantation eps can 20 sen.
2019-12-12 06:43 | Report Abuse
Plantation eps can 15 sen. Total can 35 sen.
2019-12-11 10:04 | Report Abuse
Very performing property assets. 1 billion unbilled sales seems sustainable.
2019-12-11 08:53 | Report Abuse
Next year operations cash can range from 300 to 350 mil. Cash starts piling up from now.
2019-12-11 08:52 | Report Abuse
Its market value will overtake Matrix if mkh pays more dividends which sure the company can afford.
2019-12-11 08:50 | Report Abuse
Anyway, both engines now run well. Hold tide!
2019-12-11 08:49 | Report Abuse
Plantation can be a cash cow providing steady cash flow for dividend. May be MKH should consider paying quarterly dividend.
2019-12-11 08:47 | Report Abuse
Have different take. Borrowings for the plantation asset are being liquidated. Good CPO price can settle the borrowings faster.
2019-12-07 10:36 | Report Abuse
Very true madwind14. Gun men also at work to be able collect more.
2019-12-06 10:44 | Report Abuse
Market value now 900 mil.
Plantation area 18000 ha.
=50k/ha.
Property value ?
2019-12-02 09:42 | Report Abuse
Strong showing for property
- unbilled sales > 1 billion
- affordable segment
- quietly add good location land bank Q1/+8mil, Q2/+7mil, Q3/+6mil, Q4/+10mil
- smart alliance with Panasonic and Sunway group
Strong showing for plantation
- FFB yield 30T/ha impressive
- operating profit could hit 100 mil
China operation
25% own use. 75% rental
Production cost drops + extra rental income - net impact + 5 to 8 mil profit
Steady property investment income - 8 to 10 mil
2019-11-29 10:52 | Report Abuse
in FY2018, when the CPO price was RM2163, the plantation division made RM48 million profit. Going to be higher production (more trees enter prime age) and higher price in 2020.
2019-11-29 08:41 | Report Abuse
The_Reds retailers selling but big guys still inside...
Very true. Low volume. More to come.
Stock: [MKH]: MKH BERHAD
2019-12-28 16:52 | Report Abuse
With minimum capital spending, cash can only up. Coming quarter may close above 500 mil. Or borrowings reduced. Nothing going to stop this.