Posted by jeffrey1989 > 2019-09-09 13:15 | Report Abuse

Kkwai, you should collect MKH's shares. I bought many. You can read today's news @ https://www.sinchew.com.my/content/content_2112321.html. See the passion the Tan Sri put into the company.

Posted by jeffrey1989 > 2019-09-09 13:20 | Report Abuse

Lcng123, the Tan Sri mentioned his estate in the article. When the capital shifts there, the estate should see huge revaluation upwards.

Posted by kkwai > 2019-09-09 13:44 | Report Abuse

i buy already dat day. my friend was hod. he left becoz toxic power struggle. one daughter want full control. get him to find prob with other hods. so he was black sheep. dunno wai no see pic of dat daughter in sinchew.

Posted by kenken85 > 2019-09-11 17:07 | Report Abuse

what happen to this share? why moving up quietly?

Posted by Nepo > 2019-09-12 11:53 | Report Abuse

Good QR + palm oil price up a bit

Posted by lcng123 > 2019-11-05 09:43 | Report Abuse

CPO price broke RM2,500. MKH price slow up to 1.29 already

Posted by Nepo > 2019-11-07 20:25 | Report Abuse

Price suddenly spike up, largely due to Indo implements B30 next year which may create shortage of supply.

Can buy in MKH

Posted by lcng123 > 2019-11-12 09:48 | Report Abuse

Malaysia CPO price RM2,573 and Indonesia CPO USD650 (around RM2,700)

Posted by danielleesing > 2019-11-12 17:35 | Report Abuse

MKH expected to do better with attention given to affordable housing

Posted by lcng123 > 2019-11-12 18:26 | Report Abuse

Hope this coming quarter result will show more property recognise from unbilled sales (1.031bil as at June2019)

Posted by Icon8888 > 2019-11-12 18:46 | Report Abuse

I sold long time ago at 120+

No patience to hold so long , especially didn’t know when CPO will run

Hope you guys can make good money

Posted by bclim_83 > 2019-11-12 22:02 | Report Abuse

With unbilled sale of 1 billion, rising CPO price and rupiah strengthened vs usd, this quarter should be better than last year quarter and next quarter will be even better when it realizes higher CPO price.

Posted by Nepo > 2019-11-12 22:17 | Report Abuse

lcng123 Malaysia CPO price RM2,573 and Indonesia CPO USD650 (around RM2,700)
12/11/2019 9:48 AM

I was wondering why Indonesia CPO price is higher than Malaysia CPO price. Could u explain why?

Posted by lcng123 > 2019-11-13 05:27 | Report Abuse

I don't know why. May be different market different demand then different price. You may refer to link below :
Malaysia CPO Price : http://mpoc.org.my/daily-palm-oil-price/
Indonesia CPO Price : https://gapki.id/

Posted by lcng123 > 2019-11-13 05:28 | Report Abuse

Indonesia CPO price USD650 is as at 1st Nov 2019. Now may be even higher.

Posted by Aero1 > 2019-11-15 08:42 | Report Abuse

Going by record if net can break 100 mil dividend can 7 sen.
Next year even better.

Posted by lcng123 > 2019-11-15 09:42 | Report Abuse

Indonesia CPO price rebound benefit MKH plantation.

Posted by Nepo > 2019-11-16 09:10 | Report Abuse

I see, here is the reason why Malaysia is cheaper then Indo CPO. Because Malaysia offer US 5 discount.


https://app.sinchew.com.my/amucsite//pad/index.html#/detail/2146893/2015

Posted by Aero1 > 2019-11-18 09:21 | Report Abuse

First high rise in Kajang 2.

JAPANESE INSPIRED LIVING MIRAI Residences is a joint venture project between MKH Berhad and Panasonic. MIRAI Residences provides you and your family a Japanese-inspired tranquil living boasting 24-hour 6 tier security system, 159,000 sqft facilities podium and first-in-Malaysia home with Energy Recovery Ventilator (ERV) System. This home improves the quality of living by providing Quality Air For Life through cutting edge technology of air ventilation supplied by Panasonic. A zen lifestyle without sacrificing convenience, MIRAI Residences is situated in Kajang’s 2 with easy access to your daily needs such as shopping malls, train stations, education hubs, medical centres and surrounding highways for easy travelling.

Posted by Aero1 > 2019-11-21 11:43 | Report Abuse

Both engines are running well now.

Posted by Aero1 > 2019-11-21 11:54 | Report Abuse

Market value is only half of the Matrix.

Posted by dompeilee > 2019-11-22 16:49 | Report Abuse

Finally, after starting to buy @ 1.46 nearly two years ago & averaging down in the 1.20s, my MKH shares are profitable even based on my highest entry price =)

Posted by whyohdeeay > 2019-11-22 20:12 | Report Abuse

Same here. 2 years and averaging down, how high you think this can go?

Posted by bclim_83 > 2019-11-24 10:40 | Report Abuse

Its valuation should be higher than matrix, considering its valuable landbank and investment properties in kajang, and 18k hectares of brownfield plantation land in east kalimantan. Now the cpo price is hovering btw rm 2600 to rm 2700. I believe next quarter will be good. I bought it before right issue 2 years ago and sold it at rm 3. Even after right issue, it has dropped from rm 2.5 to current level. With strong cpo price and 1 billion unbilled sale, it should be able to reap more profit and climb back to above rm 2

Posted by lcng123 > 2019-11-24 15:51 | Report Abuse

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

Posted by bclim_83 > 2019-11-24 20:38 | Report Abuse

Next wk quarter result should be better than last yr, but the following quarter will be better as cpo price only started to rally in october onwards

Posted by shareinvestor88 > 2019-11-24 23:51 | Report Abuse

Sell sell tp 1

Posted by lcng123 > 2019-11-25 09:19 | Report Abuse

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

Posted by WICKEY > 2019-11-26 08:36 | Report Abuse

Sell because you want to buy cheap,are you sell before when the price was drop to 1.11

Posted by whyohdeeay > 2019-11-26 19:38 | Report Abuse

Looks like taking a breather now. Price down but low volume. Also long tail on the candle indicating good price support

Posted by Seremban > 2019-11-28 08:35 | Report Abuse

Agreed with lcng123. Mkh is uptrend now. Look at his last QR, increase almost 40%. Best among others properties company

Posted by kenken85 > 2019-11-28 09:48 | Report Abuse

haha.. this is called best?? u from seramban. then how about matrix.?

Posted by lcng123 > 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.

Posted by patrick2 > 2019-11-28 12:02 | Report Abuse

Its property section stil strong...

Posted by patrick2 > 2019-11-28 12:02 | Report Abuse

dividend 4 sens looks reasonable

Posted by techlee229 > 2019-11-28 13:24 | Report Abuse

Despite MKH Bhd’s strong share price rally of approximately 25% year to date, we believe it remains undervalued. Trading at 10 times financial year 2020 (FY20) price-earnings ratio and 0.5 times FY20 price-to-book ratio, MKH offers decent earnings visibility with high property unbilled sales that buck the market trend and strong recurring income from its young and mature plantation estates as well as a steady portfolio of investment properties in Kajang/Semenyih.

Posted by Aero1 > 2019-11-28 13:34 | Report Abuse

Very good cash flow.

Posted by Aero1 > 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.

Posted by dompeilee > 2019-12-01 10:22 | Report Abuse

Wait for dividend ex- then sell =)

Posted by Aero1 > 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

Posted by ivan9511 > 2019-12-02 15:36 | Report Abuse

Mkh can buy
When 120 I already big big lorry said sure confirm buy
Mkh so far earn more than ioi and sp

Posted by Aero1 > 2019-12-06 10:44 | Report Abuse

Market value now 900 mil.
Plantation area 18000 ha.
=50k/ha.
Property value ?

Posted by lcng123 > 2019-12-06 11:37 | Report Abuse

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

Posted by lcng123 > 2019-12-06 11:38 | Report Abuse

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

Posted by RVI123 > 2019-12-06 14:48 | Report Abuse

MD mentioned before that the plantation in Indonesia worth more than RM1bil in value. By simple calculation, there are 18,388 ha of oil palm plantation in Indonesia. At RM70,000/ha, the plantation should amount to RM1.3 bil which is already much higher that the current market capitalisation of RM903mil.

Posted by bclim_83 > 2019-12-06 19:11 | Report Abuse

That's why it make no sense when its share price is trading cheaper than matrix. It should be worth above rm 2

Posted by RVI123 > 2019-12-07 01:13 | Report Abuse

@bclim_83, I agree with you that MKH should trade above RM2.00.

Posted by RVI123 > 2019-12-07 01:17 | Report Abuse

MKH is the cheapest plantation stock with PE Ratio of 10.92 times. Other plantation stocks are trading at PE Ratio of more than 40 times.

Posted by lcng123 > 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.

Posted by bclim_83 > 2019-12-09 12:53 | Report Abuse

I remember few years back the management mentioned that IPO for plantation is in their plan in d future