MHC PLANTATIONS BHD

KLSE (MYR): MHC (5026)

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Last Price

1.03

Today's Change

+0.02 (1.98%)

Day's Change

1.02 - 1.04

Trading Volume

396,500


2 people like this.

812 comment(s). Last comment by Thiruragavan 1 day ago

stockraider

31,556 posts

Posted by stockraider > 2021-05-04 07:06 | Report Abuse

Buy lah...Cpo rm 4600......this is a sustainable record mah!

koowakzai

251 posts

Posted by koowakzai > 2021-05-04 15:12 | Report Abuse

Palm oil is coming. Hold and reap the rewards. Palm oil is like a tree full of cash. Dont u want to own a tree that full of cash ?

stockraider

31,556 posts

Posted by stockraider > 2021-05-04 16:10 | Report Abuse

Go go go go......loh!

stockraider

31,556 posts

Posted by stockraider > 2021-05-04 16:10 | Report Abuse

Time to be a little bit more contraian in view of mkt at reasonable high level mah!

Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!

Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah!
Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!

Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!


As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!

But this up 1 to 2 sen is chicken feed mah, why up so little leh ??

Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah!
Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!!
That means if u base on profit...as indicator that means the share price will be lagging loh!

Then why promote Wtk leh ??
1. The owner , directors and insiders already accumulating quietly without fanfare mah!
2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah!
3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh!
4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah!
5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!

Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!

calvintaneng

56,611 posts

Posted by calvintaneng > 2021-05-04 21:03 | Report Abuse

TOP 10 REASONS FOR INVESTING IN PALM OIL: 50% OF SUPERMARKET ITEMS GOT PALM OIL & OTHERS, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-04-story-h1564283888-TOP_10_REASONS_FOR_INVESTING_IN_PALM_OIL_50_OF_SUPERMARKET_ITEMS_GOT_PA.jsp

TheSecret

658 posts

Posted by TheSecret > 2021-05-05 12:05 | Report Abuse

投资棕榈油的十大理由:超级市场项目中50%的棕榈油及其他产品,Calvin Tan Research

尊敬的i3论坛投资者/交易者,

今天,我们很高兴与您分享投资种植园股票特别是棕榈油带来的巨大好处.。

这些是特优的因素:-

1)棕榈油在所有超级市场商品中占50%

从面包到饼干;牙膏涂口红;从食用油到冰淇淋;从护发霜到洗发水。棕榈油无处不在

想一想没有棕榈油的超市货架会有多空

因此棕榈油已成为一种生命之源



2)棕榈油是地球上最经济的素食油

比大豆,玉米,花生,葵花籽或橄榄油需要更少的土地来生产更多的油

所有其他人将占用更多的土地和劳动力,并将以更高的价格出售。

所以棕榈油有很长的期限

3)棕榈油用途广泛

它可以用作食物,也可以转化为能源

尤其是现在的Biodisel能源正在像大豆,乙醇,大豆,玉米和糖这样的绿色能源被推广

看到乙醇作为燃料仅需每加仑2.31美元(右边是普通汽油,每加仑2.86美元)

玉米,大豆和糖的需求量很大,因为乙醇棕榈油也将成为生物柴油的需求量





4)Joe Biden正在致力于绿色能源

由于棕榈油生物柴油不含硫,因此它是碳中性的

请查阅
Biden's Recovery Plan Bets Big on Clean Energy - The New ...
2021年3月3日-拜登的恢复计划对清洁能源寄予厚望...与应对气候危机息息相关-代表着民主党人在奥巴马政府执政期间的主要行动,气候变化已成为核心问题。 ...“考虑通过基础设施解决气候变化本身并不是一个....

5)世界人口不断增加的同时
耕地越来越少

因此存在长期需求,但稀缺性将推动价格上涨
需求法则不仅仅取决于价格波动,还会导致价格上涨或通胀

所以棕榈油是通货膨胀的对冲

6)棕榈油不只是土地储备,它是一项业务,因为它是一种现金农作物

从棕榈油中赚取的现金作物现金可以作为股息

Mhc Plant刚派了5%的股息
ThPlant在景气时期发放了高额股息和红利

TDM使用其剩余现金投资了4家医院,就像Kulim投资了KPJ Hospitals

7)土地永远存在:棕榈油公司很少会像石油和天然气公司一样破产

O&G公司的oil rigs assets 资产会生锈且毫无用处。因此Swibor,Hin Leong,Sumatec,Perisai破产了

但是,正当kulim在2.60令吉时,它被私有化在4.10令吉。然而,TMakmur在1.38令吉被私有化在1.80令吉,后来又提高到1.90令吉。 50仙的Kwantas令人惊讶。突然私有化的消息以1.65马币的好价格。

很久以前,Golden Hope Plant,Austral Enterprizes和其他的也被私有化。
因此,投资棕榈油股票是非常安全的,因为其土地保留了长期剩余价值

土地?

是永远的土地


Berean Study 圣经
世代相传,世代相传,但地球永远存在。

King James圣经
一代人离世,另一代人来世;但地球永远存在。


New American Standard 圣经
一代人过去,一代人来临,但是地球永远存在。

Mark Twain说,

“为他们买土地,别无所求”


8)是的,最主要的开发商向种植园主购买土地

很久以前,柔佛州的所有的发展商都从Kulim购买了土地

而Kulim的座右铭如下:
Buy Land, they're not making it anymore.

最后,Kulim成为柔佛州最大的土地拥有者。

屋子发展商,例如KSL,DAIMAN,CRESCENDO,PLENITUDE和其他的,都从(Kulim)买土地来建房,商店,工厂和购物商场等。

因此,棕榈油和土地是可以转移到具有附加价值的资产中

IOI Puchong将Rubber Estate转换为IOI MALL

Genting Plant将其棕榈油地打造为柔佛名牌城 (JPO)


9)ECRL铁路建设从Tumpat Kedah到KLANG港口,和Pan Borneo高速公路从砂拉越州到沙巴州的计划,将开启前所未有土地的价值增值。



因此,在更长的时间内对棕榈油进行投资将是非常值得的

是的

Robert Kuok的Wilmar让他成为马来西亚的首富
这是总所周知的

但最大的惊喜是比尔·盖茨

比尔·盖茨现在是美国最大的农田持有者

比尔·盖茨可能不再是世界首富,但他可以冠以新的头衔:美国的农田之王。

一份新的报告说,这位亿万富翁微软联合创始人通过悄悄购买全县的大片土地,已成为美国农田的最大所有者。

根据土地报告杂志《土地报告》,盖茨的投资组合包括19个州的约242,000英亩农田和近27,000英亩其他土地,该杂志追踪了美国最大的土地所有者。

比尔·盖茨(Bill Gates)提前意识到了互联网的需求

他的愿景是每个家庭中都会有电脑


但是比尔盖茨在整个美国购买农耕地的大片土地?

他还能看到多少东西?

对于那些现在可以“看到”的机会,可以通过FGV,THPLANT,JTIASA,BPLANT,HSPLANT,WTK,TDM,CHINTECK和其他许多公司通过上市公司购买棕榈油股份以拥有土地


此致

(Calvin Tan Reserch)

请自行进行尽职调查,然后买卖
如有疑问,请咨询您的Remisier,基金经理或房地产评估师

novice2020

133 posts

Posted by novice2020 > 2021-05-07 11:00 | Report Abuse

MHC owns 38.5% of Cepat shares, this alone is worth more than 90 Mio based on the current stock price. The current market capitalisation of MHC is about 160 Mio. MHC as a stand alone entity ( without Cepat) only worths about 70 Mio. This counter is certainly very undervalue. Price uptrend of this stock has a long way to go.....

stockraider

31,556 posts

Posted by stockraider > 2021-05-07 12:19 | Report Abuse

Just buy lah...!!

Surewin mah!

koowakzai

251 posts

Posted by koowakzai > 2021-05-10 11:33 | Report Abuse

MHC fair value should be at least near NTA price of 1.28. Indicate another 30-40% upside

brian3381

1,888 posts

Posted by brian3381 > 2021-05-10 17:24 | Report Abuse

looks pretty strong and well suported

novice2020

133 posts

Posted by novice2020 > 2021-05-12 14:27 | Report Abuse

1)Recession-proof business. 2) Strong financial position. 3) Well managed company. 4) Good dividend payout. 5) Sustainable high CPO price. 6) Major shareholder of Cepat. 7) Land assets are very much undervalue. 8)Current price is low by historical standard. 9) Based on monthly production forecasts published, upcoming 1st Quarter results should be good.

Sooner or later, this stock will fly. Hold on tight and wait for the excitement. Vroom.....

stockraider

31,556 posts

Posted by stockraider > 2021-05-12 14:29 | Report Abuse

Must buy list loh!

Posted by novice2020 > May 12, 2021 2:27 PM | Report Abuse

1)Recession-proof business. 2) Strong financial position. 3) Well managed company. 4) Good dividend payout. 5) Sustainable high CPO price. 6) Major shareholder of Cepat. 7) Land assets are very much undervalue. 8)Current price is low by historical standard. 9) Based on monthly production forecasts published, upcoming 1st Quarter results should be good.

Sooner or later, this stock will fly. Hold on tight and wait for the excitement. Vroom.....

brian3381

1,888 posts

Posted by brian3381 > 2021-05-12 21:42 | Report Abuse

Buy buy buy

TheContrarian

9,497 posts

Posted by TheContrarian > 2021-05-27 20:07 | Report Abuse

Good QR.

calvintaneng

56,611 posts

Posted by calvintaneng > 2021-05-27 20:10 | Report Abuse

VERY EXCELLENT RESULT FROM MHC PLANT

Baby Cepat should also report good results as well

TheContrarian

9,497 posts

Posted by TheContrarian > 2021-05-27 20:19 | Report Abuse

Cepat already reported QR a few days ago.

novice2020

133 posts

Posted by novice2020 > 2021-05-28 10:54 | Report Abuse

Forget the negative news of ESG. CPO price will remain firm for the full year of 2021. When market sentiment improves, price uptrend will come and sustain. Pandemic will not last forever, hopefully situation in Malaysia will be under control by mid/end June. Be patient.

calvintaneng

56,611 posts

Posted by calvintaneng > 2021-05-30 21:31 | Report Abuse

This one now solid

novice2020

133 posts

Posted by novice2020 > 2021-05-31 10:10 | Report Abuse

Have confidence in our palm oil industry. Read this article :

https://www.thestar.com.my/business/business-news/2021/05/31/insight---oil-palm-industry-the-sustainable-star

serre04

40 posts

Posted by serre04 > 2021-06-03 23:23 | Report Abuse

solid candle with volume today... let see if there is follow up tomorrrow

koowakzai

251 posts

Posted by koowakzai > 2021-06-03 23:42 | Report Abuse

Nice volume, hope M&A or bonus issue soon. Bullish

novice2020

133 posts

Posted by novice2020 > 2021-06-10 09:39 | Report Abuse

Solid production numbers for April and May, the production numbers should be good for June. If all goes well, EPS for 2nd quarters will easily exceed 5 cents. This means EPS for the first 2 quarters of 2021 will already exceed EPS for full year of 2020. This counter is deeply undervalue. Time to fly. Wroom....

sethoylo

146 posts

Posted by sethoylo > 2021-06-11 14:14 | Report Abuse

agree

novice2020

133 posts

Posted by novice2020 > 2021-06-24 16:09 | Report Abuse

The share price of this counter defies logic. Good results in 1st Q and expected a strong result in 2nd quarters. The company has good management. Yet the price is not going up. Opportunity to collect more.

novice2020

133 posts

Posted by novice2020 > 2021-07-01 21:23 | Report Abuse

Comparison of CPO average price (MYR), published by MPOB

2020 2021 +/-

January 3014 3749 +24%
February 2715 3896 +43%
March 2382 4042 +59%

April 2290 4220 +84%
May 2074 4572 +120%
June 2412 3830 + 59%

1st Quarters results looked good. With the data stated above, it is easy to postulate the expected results for 2nd Quarters. Please also bear in mind that 2nd Quarters production figures will be higher than 1st Quarters. Why the share price is not reflective of its actual performance? Bizarre?

tan1868

787 posts

Posted by tan1868 > 2021-07-02 00:59 | Report Abuse

Thanks novice for the sharing, it does looks fantastic! Many Good q coming!

sethoylo

146 posts

Posted by sethoylo > 2021-07-02 13:57 | Report Abuse

at this moment I only trust those who business is deal with USD..

novice2020

133 posts

Posted by novice2020 > 2021-07-08 13:30 | Report Abuse

Comparison of production figures for Q1 and Q2

Month FFB CPO Kernel

Jan 9.9 5.6 1.55
Feb 8.6 4.1 1.1
March 10 6.6 2.0
April 10.5 7.5 2.0
May 11.9 7.5 1.9
June 12.9 8.6 2.2


Average CPO prices for Q2 were much higher than Q1 (stated above). The production figures for Q2 were much higher than Q1. So one can expect a strong financial results in Q2. Will the share price move up?

calvintaneng

56,611 posts

Posted by calvintaneng > 2021-07-30 07:50 | Report Abuse

Many happy returns for MHC plant

novice2020

133 posts

Posted by novice2020 > 2021-08-09 10:25 | Report Abuse

Despite the CMO, July's production outputs were great. July's average CPO price was also great. Good start for the 3rd Quarters. Looking forward to the releasing of the 2nd Quarters ( April- June) result.

calvintaneng

56,611 posts

Posted by calvintaneng > 2021-08-11 13:09 | Report Abuse

fantastic result from cepat at almost 100% increase in profit

Mhc should followup to report equally good result as it is top holder of Cepat

All other palm oil companies will see surge in profits as well

stockraider

31,556 posts

Posted by stockraider > 2021-08-11 13:12 | Report Abuse

Yes buy buy buy & buy loh!

novice2020

133 posts

Posted by novice2020 > 2021-08-11 17:21 | Report Abuse

If MHC will to report the same growth rate in PBAT as Cepat, The estimated PBAT for 2nd quarters could be close to 12 Million. EPS of 6 cents for the 2nd quarters. Adding on EPS of 3,5 cents in the first quarters, total EPS for two quarters will be 9.5 cents. Two more favorable quarters in the coming months. Therefore, One can expect a good payout for dividend in due course. Heavily undervalue at the current price of 82 cents.

tan1868

787 posts

Posted by tan1868 > 2021-08-12 16:34 | Report Abuse

Hohoho! Yes! 86 sen

calvintaneng

56,611 posts

Posted by calvintaneng > 2021-08-12 20:09 | Report Abuse

RIVERVIEW & MHC PLANT: 2 MORE PALM OIL STOCKS REPORTING INCREASE OF OVER 200% PROFIT EACH, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-12-story-h1569712578-RIVERVIEW_MHC_PLANT_2_MORE_PALM_OIL_STOCKS_REPORTING_INCREASE_OF_OVER_2.jsp

Keyman188

5,968 posts

Posted by Keyman188 > 2021-08-13 09:04 | Report Abuse

so how!!!...

Johnzhang

3,098 posts

Posted by Johnzhang > 2021-08-17 09:37 | Report Abuse

EPS 1H2021 is 8.1 sen., FY 2021 shall achieve about 16 sen. At 10x PE, it should worth $1.60 per share ?

stockraider

31,556 posts

Posted by stockraider > 2021-08-17 11:00 | Report Abuse

Just buy lah!

Invest_888

1,066 posts

Posted by Invest_888 > 2021-08-19 11:35 | Report Abuse

MHC is the Lowest PE palm oil plantation company now.

Posted by treasure_seeker > 2021-08-21 20:37 | Report Abuse

yup, low PE, high NTA.. & nice dividend..

Bgt 9963

7,445 posts

Posted by Bgt 9963 > 2021-08-22 11:50 |

Post removed.Why?

DJThong

492 posts

Posted by DJThong > 2021-08-25 14:07 | Report Abuse

Still very slow despite palm oil prices
So irritated

novice2020

133 posts

Posted by novice2020 > 2021-08-25 15:20 | Report Abuse

No worry. As long as CPO price remains high for a few months more. The share price will move up.

Bgt 9963

7,445 posts

Posted by Bgt 9963 > 2021-08-25 15:52 |

Post removed.Why?

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