lcng123

lcng123 | Joined since 2012-07-25

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2020-01-04 15:42 | Report Abuse

Looking forward the IPO of plantation sector. 18 kha planted area easily more than RM1 bil value. if CPO price stood above RM3,000, the value even up to RM1.2 bil

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2020-01-03 18:10 | Report Abuse

Empowered by Indonesia CPO price USD845 (around RM3,500) and annual CPO output at least 100,000mt.

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2020-01-03 16:26 | Report Abuse

Jaks is downtrend now. Looks like KYY beat OTB at this moment.

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2020-01-03 16:24 | Report Abuse

MKH is coming....

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2020-01-03 06:59 | Report Abuse

Apple, FB, Nvidia and Alibaba broke new high record. Don't know Hexza still hold stake in all these stocks or not.

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2020-01-02 09:25 | Report Abuse

cherry, why you wanna follow those who not understand the business of pohuat. they didn't read the quarterly report carefully.

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2020-01-02 07:34 | Report Abuse

2 old men fighting now. one buy call and the other one sell call. don't know who is misled people. why not set an agreement who lost in fighting must withdraw himself from the world of stock market investment and stop posting any blog.

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2020-01-02 06:41 | Report Abuse

don't mind to wait. while waiting still can get dividend yield more than 5%..... not bad

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2020-01-01 07:18 | Report Abuse

As at 31 Dec IDR vs USD appreciated 2% (compare to 30 Sept) and the Indonesia CPO price stood at USD 820 (RM3,400) plus unbilled sales of RM1.1bil. JV with Panasonic and Sunway ran smoothly. Everything looks nice. MKH next quarter result should be excellent. Break RM2.00 is just matter of time.

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2019-12-31 18:00 | Report Abuse

The quarterly result is about the same as previous year if excluded the one-off other income of impairment recovery and insurance compensation (RM4.5mil + RM4.28mil = RM8.78mil)

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2019-12-27 19:51 | Report Abuse

Indonesia CPO price USD820 (around RM3,400) as at 23 Dec, a new high record.

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2019-12-20 09:15 | Report Abuse

fundamental is good. just park some cash here and wait

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2019-12-20 09:13 | Report Abuse

Nike share price broke historical record again but Magni share price didn't move today

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2019-12-20 07:46 | Report Abuse

Such a good result still disappointed? YoY revenue and net profit up 10% and 32% (QoQ down 3% and 18%)

Once again Apple168 made a wrong estimation. US-China War trade doesn't affected Nike business in China

China market posted revenue YoY up 20% and QoQ up 10%. Profit before tax YoY up 24% and QoQ up 4%.

The overall Nike Q2 result should be positive to Magni. Magni coming Q3 result should be good too due to high inventory

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2019-12-19 00:01 | Report Abuse

USD100 is historical high record.

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2019-12-19 00:00 | Report Abuse

Profitable company with DY more than 7%. Share price stuck at around 70-80 sen for so many quarters but still a good investment with high DY.

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2019-12-18 23:53 | Report Abuse

Nike share price hits USD100 today, 1 day before announce Q2 result

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2019-12-18 23:45 | Report Abuse

Market forecast Nike Q2 result will up 12% from a year ago. If so then Magni share price will up on Friday.

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2019-12-17 17:16 | Report Abuse

We can't do anything if the management don't want to pay dividend. They said they will pay dividend after the KSL City Mall Klang start operation on next year or 2021. I decided to wait and play patient with management and see whether they wanna pay dividend or not finally.

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2019-12-16 23:40 | Report Abuse

Nike may post good Q2 result on 19 Dec

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2019-12-15 18:17 | Report Abuse

India buy Malaysia CPO due to cheaper 5% compare to Indonesia CPO but Malaysia going to impose 5% duty on CPO export starting 1st Jan 2020, so India may consider buy CPO from Indonesia. This will cause CPO inventory in Indonesia down.

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2019-12-15 16:02 | Report Abuse

Don't bother what Apple commented here. Let see the quarter result of Nike on 19 Dec

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2019-12-15 15:58 | Report Abuse

Land for housing development cannot revalue but after sales as properties, the profit margin will be very high

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2019-12-12 09:34 | Report Abuse

Hexza really undervalued. Total other investments and cash (107.8mil + 44.8mil) 152.6mil equivalent to 76sen/share compare to current share price 70sen. Total inventories + AR - AP (22.8mil + 20.0mil - 6.7mil) may generate another cash 36mil equivalent to 18sen/share. Court case against Tembusu may reverse back the impairment loss of 28.5mil

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2019-12-12 09:11 | Report Abuse

the USD borrowing is getting lower compare to previous year. I don't think there was another right issue in near future.

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2019-12-11 21:12 | Report Abuse

Nike will announce Q2 FY2020 result end of this month. If result is good, then Magni next quarter result will be good too.

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2019-12-11 21:03 | Report Abuse

The momentum of CPO price in Indonesia kept going on. CPO price hit USD750 (above RM3,100).
Next QR plantation revenue will be more than RM80mil and profit (Excl. interest expenses and forex) more than RM30,000. Plantation itself EPS around 4sen

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2019-12-11 10:09 | Report Abuse

@David, where you get this info? Do management announce this?

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2019-12-10 22:24 | Report Abuse

EPS 6.89sen and Div 2.5sen equivalent to 18.37sen and 7sen before bonus ex. compare to previous year EPS 14.26sen and div 5sen.

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2019-12-10 11:58 | Report Abuse

Can anyone here share some photo of current progress of KSL city mall Klang?

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2019-12-10 11:25 | Report Abuse

Undervalued stock. PE just around 6 and Div. yield 5.3.

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2019-12-09 15:55 | Report Abuse

bclim, yes they do mentioned few years back. The IPO fund can use to settle borrowings and acquire more plantation landbank. And shareholders can get some free share.

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2019-12-08 21:43 | Report Abuse

That will be best If MKH consider IPO for Plantation sector. If CPO can sustain at RM2,800 in FY2020, the Plantation Revenue will be around RM300mil and Profit before tax more than RM80mil.

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2019-12-06 11:38 | Report Abuse

CPO indonesia price more than USD700 (around RM 2,900)

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2019-12-06 11:37 | Report Abuse

MKH plantation area worth 70k/ha. MKH definitely undervalued.

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2019-12-06 10:48 | Report Abuse

@leong, if both KSL mall turn to Reit, that will be a bonus. If not, then will be fine. KSL mall @JB contributed 100mil profit before tax yearly for KSL, nearly 60% profit margin. I believe KSL mall @Klang can perform like in JB. Both KSL mall can contribute at least 200mil profit before tax (EPS 20sen). Current share price 76sen is damn cheap.

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2019-11-29 13:16 | Report Abuse

After dispose F&B business, sure loss in QR

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2019-11-29 12:05 | Report Abuse

Agreed. The QR will getting bad. Look at JohorTin, they had expanded the F&B business in Mexico and the latest QR getting better. CanOne should go for F&B business rather than Canning and Packaging business.

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2019-11-29 11:24 | Report Abuse

CanOne management are crazy right now. Dispose profitable F&B business and privatised unprofitable business. You can just imagine the CanOne QR without F&B business in the future. No hope at all.

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2019-11-28 11:52 | Report Abuse

Next QR should be good because Indonesia CPO price stood at USD700 (RM2,900) compare to last year same period around USD500. Yearly FFB output more than 460,000mt. Unbilled sales more RM1.0bil. All these are catalyst of MKH's coming QR.

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2019-11-25 09:27 | Report Abuse

If both KSL mall in JB and Klang turn to reit, there will be a bonus for KSL investors.

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2019-11-25 09:25 | Report Abuse

Consider USD vs RM appreciation and US-China War Trade period, QR shouldn't be so bad. EPS more than 9sen should be no problem

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2019-11-25 09:19 | Report Abuse

tp 1? you still not in situation. MKH is uptrend now.

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2019-11-24 16:56 | Report Abuse

Hope the new mall can start operation by end of 2020, then we all can start receive dividend

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2019-11-24 15:51 | Report Abuse

Share price up 30% in 1 month. I Think next week will announce a good QR

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2019-11-22 10:44 | Report Abuse

yfchong, KSL klang mall progress slow ? Are you go on-site to check ? Some said progress slow some said progress on track.

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2019-11-21 09:26 | Report Abuse

Fajar pay dividend consistently since 2015

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2019-11-16 20:05 | Report Abuse

If you think KSL will be good in 2021, you should plan to buy in slowly at this moment. Otherwise you might be regret if it is too late.

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2019-11-15 09:42 | Report Abuse

Indonesia CPO price rebound benefit MKH plantation.