Posted by Aero1 > 2020-01-04 14:54 | Report Abuse

Compared it with mkh, who has better assets and earnings capability?

Posted by Aero1 > 2020-01-04 15:00 | Report Abuse

http://www.enanyang.my/news/20200104/美景控股上挑

Posted by lcng123 > 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

Posted by shareinvestor88 > 2020-01-05 08:56 | Report Abuse

SELL SELL TP 1

Posted by sctan > 2020-01-05 10:47 | Report Abuse

Some people got no money to buy, so every time anyhow put a TP. Pity these poor people.

Posted by lcng123 > 2020-01-05 17:54 | Report Abuse

some people really never put effort into analyse fundamental of a stock and simply shout here

Posted by sowsc1987 > 2020-01-05 19:43 | Report Abuse

Their action very childish

Posted by Aero1 > 2020-01-07 12:52 | Report Abuse

https://www.theedgemarkets.com/article/ioi-corp-earnings-follow-palm-oil-prices-higher-uob-kay-hian
KUALA LUMPUR (Jan 7): IOI Corp Bhd's earnings should track higher in 2020 on the back of soaring palm oil prices, UOB Kay Hian says.

UOB raises its profit forecasts for the Malaysian plantation company by 5%-10% in the next two years after boosting its assumption for average palm oil prices to RM2,400 per metric ton in 2020 from RM2,250.

The brokerage maintains a buy rating on IOI Corp and raises its price target to RM5.10 from RM4.90. A new plant in Penang should also help downstream operations, which account for a quarter of IOI Corp's operating profit, UOB says.

MKH TP raised?

Posted by dalpinia > 2020-01-08 15:01 | Report Abuse

MKH will be benefited if India switch to Indonesia to buy the CPO as MKH plantation are 100% in Kalimantan

Posted by Aero1 > 2020-01-09 16:40 | Report Abuse

India is experiencing hike in inflation. Restricting refined cpo to stabile price will not work. Fact is india needs palm oil.

Posted by Aero1 > 2020-01-09 16:42 | Report Abuse

Subsidising cpo refineries in India not sustainable.

Posted by Aero1 > 2020-01-09 16:43 | Report Abuse

You still see cpo price hiking today.

Posted by bclim_83 > 2020-01-10 05:40 | Report Abuse

https://www.klsescreener.com/v2/news/view/622038
This will further enhance the connectivity to kajang and the land value there

Posted by Jackggcm > 2020-01-10 10:24 | Report Abuse

Thank you Aero1, Bclim83, lcng123 and others for all the positive information. The catalyst for MKH will be the upcoming qtr result.

Posted by lcng123 > 2020-01-10 12:04 | Report Abuse

Let see how MKH plantation going to be in 20Q1 (as at 31/12/2019) compare to 19Q1 (as at 31/12/2018) :

19Q1 (Act.) : CPO output 21,751mt Avg price RM1,879/mt Rev. RM60.242mil
Profit (excl. forex) RM4.640mil

20Q1 (Est.) : CPO output 26,000mt Avg price RM2,700/mt Rev. >RM80mil
Profit (excl forex) >RM30mil

19Q1 forex gain RM9.4mil As for 20Q1 : usd/idr : 14,167 (30Sept19) and 13,862 (31Dec19),
idr up 2.1%, so there must be a forex gain in 20Q1.

Posted by Aero1 > 2020-01-10 15:01 | Report Abuse

Smart money will find its way ....

https://www.theedgemarkets.com/article/malaysias-palm-oil-inventory-down-11-dec-2019

Posted by Aero1 > 2020-01-10 15:25 | Report Abuse

The Dec data by MPOB is encouraging and the fall was beyond expectation. The fcpo was down before the announcement but not now.

Posted by Aero1 > 2020-01-10 17:45 | Report Abuse

Strong IDR today.
Should help to source fertilizer more competitively.
Your assets just got more value.

Posted by Aero1 > 2020-01-11 12:12 | Report Abuse

Waiting for annual report. Then we meet at the coming agm?

Posted by lcng123 > 2020-01-12 00:43 | Report Abuse

https://www.klsescreener.com/v2/news/view/622724/%E5%8F%96%E6%B6%88%E5%AD%A3%E5%BA%A6%E8%B4%A2%E6%8A%A5%E5%88%B6-%E5%A4%A7%E9%A9%AC%E4%BA%A4%E6%98%93%E6%89%80-%E8%AF%84%E4%BC%B0%E4%B8%AD

What's the hell???? Bursa trying to abolish the quarterly report announcements

Posted by sctan > 2020-01-12 06:20 | Report Abuse

SGX also implemented this QR, only those high risk companies need to submit QR, and revise the companies that need to submit QR quarterly

Posted by bclim_83 > 2020-01-13 21:25 | Report Abuse

Rupiah has strengthened to 52 week high against usd, this will significantly reduce the fertilizer cost and its usd borrowing. This coupled with high CPO price and record unbilled sale will significantly boost the earning for this year. India stops buying palm oil from malaysia. This will benefit Indonesian planter including MKH. Finger cross targets to break rm 2 in near future and reach its peak at rm 2.50

Posted by Aero1 > 2020-01-14 09:16 | Report Abuse

India.
Double windfall for Indonesia planters.
Don't think it will impact a lot Malaysia planters but will have to see coming few months data.

Posted by patrick2 > 2020-01-14 16:11 | Report Abuse

confirm india ban msia palm oil export

Posted by patrick2 > 2020-01-14 16:13 | Report Abuse

what happens if ship to indonesia and export from there??

Posted by 603Malan > 2020-01-14 16:48 | Report Abuse

https://www.theedgemarkets.com/article/kok-no-indian-boycott-malaysian-palm-oil

Posted by dalpinia > 2020-01-14 17:09 | Report Abuse

This is a good news to MKH

Posted by dalpinia > 2020-01-14 17:12 | Report Abuse

You can see obviously today drop, mainly are TDM, RSawit, THPlant, & etc mostly are pure Malaysia palm oil estate. MKH still stay strong.

Posted by dalpinia > 2020-01-14 17:13 | Report Abuse

By right, MKH should up...

Posted by dalpinia > 2020-01-14 17:13 | Report Abuse

Means still many people not aware MKH plantation are 100% in Kalimantan

Posted by 5354_ > 2020-01-14 21:35 | Report Abuse

Property stock not CPO. Many cheap property stocks still not going up.

Posted by dompeilee > 2020-01-15 16:41 | Report Abuse

dompeilee 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 =)
22/11/2019 4:49 PM

dompeilee SOLD 55% of my MKH shares held since early 2018 @ 1.65 ( cost = 1.375 incl commissions) =)
17/12/2019 9:38 AM

SOLD the balance of my MKH @ 1.73 this morning.

Posted by Aero1 > 2020-01-15 20:12 | Report Abuse

https://www.theedgemarkets.com/article/palm-oil-impact-indias-restriction-minimal-says-stanchart

Posted by Aero1 > 2020-01-15 20:16 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2020/01/15/palm-oil-futures-bright-despite-india-import-restrictions/

Posted by Aero1 > 2020-01-15 20:20 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2020/01/15/palm-oil-futures-bright-despite-india-import-restrictions/

Posted by gemfinder > 2020-01-16 07:11 | Report Abuse

Mkh stil clasified as property sector..

Posted by bclim_83 > 2020-01-16 08:21 | Report Abuse

MKH has 2 main engines in property and plantation. All its plantation is in kalimantan, indonesia. In fact, it will benefit from india's ban on malaysia palm oil buy. The price of CPO in indonesia fares higher than malaysia, around usd 800/mt. Rupiah has strengthened significantly and this will reduce fertilizer cost. It is true property market is not good. But looking at mkh development where majority of them are transport orientated development (TOD) at affordable price, it is doing quite well in term of sale as evident by record unbilled sale

Posted by dalpinia > 2020-01-16 10:22 | Report Abuse

bclim, good points

Posted by dalpinia > 2020-01-16 10:24 | Report Abuse

added more.....

Posted by Jackggcm > 2020-01-16 14:04 | Report Abuse

Just added some more.

Posted by lcng123 > 2020-01-18 11:13 | Report Abuse

Anybody here can share the MKH's FFB and CPO production for the past few months ??

Posted by sowsc1987 > 2020-01-19 06:17 | Report Abuse

Lol...dun need so deeply calculation ...... Few more month later 棕油果output will up.....that time cpo price will down ......

Posted by sctan > 2020-01-19 08:36 | Report Abuse

Lol buy stock no need to study liao.

Posted by Aero1 > 2020-01-20 13:01 | Report Abuse

CPO price remains bullish. Demand intact but supply tuning to lower in near term.
https://www.theedgemarkets.com/article/palm-oil-edged-soyoil-firms-waning-exports-curb-gains

Posted by Aero1 > 2020-01-20 13:03 | Report Abuse

FFB is projected to be higher with more trees entering mature and prime age.

Posted by Aero1 > 2020-01-20 13:10 | Report Abuse

MYR rate curve has been adjusted to be lower signaling a potential rate cut.
If it happens this Wednesday, should be positive to the property industry and a powerful boost to MKH's line of properties.

Posted by Aero1 > 2020-01-21 09:33 | Report Abuse

Trend still intact.
Mirai at Kajang 2, a high rise JV with Panasonic, expected to be received well. Bode well for more high rise projects in Kajang 2.

Posted by Aero1 > 2020-01-22 15:39 | Report Abuse

https://www.theedgemarkets.com/article/bnm-cuts-opr-275-preemptive-measure-secure-improving-growth-trajectory

Posted by bclim_83 > 2020-01-24 11:52 | Report Abuse

Rupiah has strengthened against usd. It is almost 2 year high. This would be great to its plantation in indonesia

Posted by Aero1 > 2020-01-24 12:30 | Report Abuse

Back to 1 billion but still vey tempting. With the cut in interest rate, both engines run even better.