The Next biggest Catalyst to move Mkland to 0.50 level is the 3000 acres Bandar Teknopolis industrial development that if if well received and executed will set Mkland on a steady growth path...Reiterate BUY!
Out of the 3000 acres, 700 acres expected to be allocated for collaboration with French n Norway company for Solar plant...So more Solar expansion for Mkland soon...
From now on property counters that own massive landbank Wil be much sought after by investors...Wat comes to mind are companies like Mkland, LBS, Mahsing, E&O, Ecoworld, Tropicana, KSL and the lists go on...these companies carry explosive intrinsic value in their balance sheets...Mkland's total GDV sud worth more than 16 billions by now
Of all the Taikos above Mkland stands out as the most undervalued due to its overlooked low price...But soon it should play catch up to realign back to its fundamental asset value...Reiterate BUY with upward TP
This is just the early signs of property recovery and by 2024 most property counters shall rise to greater height riding on property Boom...Forest City in Johor is under revival plan by govt and this should spur more property investment moving fwd
Of course Nick...MK is an Asset Play stock where it is incorrectly valued that is attractive as its combined Asset Value is so so much higher than its current Market Capitalisation...Wat about its 4800 acres of land and building assets such as Menara and wisma Mustapha kamal and Resorts pls dun tell me all these combined is worth only 0.235 Sen only...its earnings currently may not be strong but it holds massive assets in its balance sheet...Asset Play stock is value investing that is parallel to growth investing...So a Re-rating of Mkland is near to realign its NAV to reflect its fair value which is so much higher...Reiterate BUY with a TP of 0.50 based on optimism of property full recovery
There are only 2 most undervalued property developer left in Bursa right now...it is Mkland and Avaland...Mkland is a full Asset Play where Avaland is fast turnaround property stock with aggressive launching...MK has Solar division while Avaland doesn't have but its EPS is rising gradually due to its growing unbilled sales...In terms of total landbank n GDV, Avaland still way behind Mkland...So make sure u all Sailang Both MK and AVA and surely I assure u are on Ur way to great wealth soon...
This 2 billion seed fund should attract more and more investment and collaboration into RE business and Mkland is poised to secure more Solar projects moving fwd...it may not be profitable at the moment for Mkland but if multiple projects are injected into Solar Citra MK, then it shall produce a great recurring income stream for Mkland in the long run...we have to look at it long term!
Yes of course but the big boys will finally lift up all the small boys when the RE sector is heated...My Top Pick is always Mkland is so cheap right now...
Most CGPP winners are trending up even JAKS is rising 3 Sen now...MK should continue uptrend lifted by bullish sentiment in the RE and energy sector...
Even Mestron which have NTA of just 0.13 has risen to 0.50 today riding on Energy Bullrun...What about Mkland that has NTA 1.03 but trading at dirt cheap price of just 0.25...Pls do the math yourself...
What we want here is value, like paying 10 sen for a dollar bill and NOT paying 1.00 just to get back 10 sen in value on paper...Now u just pay 0.25 only to be part owner of their massive land and Solar division and Resorts and building assets that worth at least its NTA of 1.03...
Beautiful closing last minute jacked up half Sen...Next week we shall witness the rise of Mkland above 0.30 riding on Energy Bullrun...JAKS has started engine, so next is Mkland to continue uptrend...Lets come 2gether with strength to ramp up Mkland, the forgotten Giant!!!
This NIMP 2030 plan to propel Malaysia into an Industrial Giant and developed country augurs well for the future of Mkland as MK is set to launch 3000 acres Bandar Teknopolis for industrial development...More local and foreign companies will surely set up factories and warehouses in Northern Perak at a cheaper cost bordering Penang...Industrial Property is the next big things to come as Malaysia is poised to become well developed industrial country under the NIMP plan...Mkland should should fly under the radar screen again...
From the post from its Chief Operating Officer FM the link above, it seems that Mkland is planning a community centre EV vehicle Hub in Tambun Perak...So will Mkland play a role in the EV vehicle ecosystem soon? Let us wait for the future announcement... Mkland is diversifying to enlarge its income stream...Anything to do with EV ecosystem should send Mkland's Share price to the sky...As u can see Renewable Energy and EV are all related to support the Clean and Green economy and Mkland is striving for that...Pls Get in the Boat by next week ASAP before Mkland rises above 0.30 very soon...Mkland is sailing into positive territory with growth trajectory...Reiterate BUY!
Looking at the overall counter in KLSE, all are same today. Many taking profits activities. Maybe investor take precaution step until this Thursday where BNM will tell the rate decision.
First of all, as I mention before this, this new 'theme' which is RE (Renewable Energy) is hot right now. MKL can benefits from this as they have win the CGPP. Next, on TA perspective, it still not break MA20 and MA50 & MA200 still below MA20, where consider bullish. Price push reflect by volume buy in is good. Once it break MA20, I will cut.
Now optimism is running that if Mkland ventures into EV vehicle ecosystem, then it is another game changer for Mkland...What we hope is that Mkland manage to rope in EV battery maker to set up Factory and warehouse in Bandar Teknopolis industrial zone...I believe MK already planned to kick-start industrial development in Lembah Beriah and this could be a major catalyst to propel Mkland forward...
Now anything related to Clean and Green Economy like RE, EV vehicle and EV battery Hub building could be Mkland's main focus besides property development...
What is clear is that Global energy transition to green economy to beat climate change will be intensified in coming years to be less dependent on fossil fuel...Energy transition is the next major effort most countries are striving for to reduce carbon emission...thus Mkland is on the right track to position itself to the forefront in the industry should Renewable Energy lifted high globally and internally...Reiterate BUY
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
nemesis
3,994 posts
Posted by nemesis > 2023-08-24 08:35 | Report Abuse
Good Morning All comrades, Get ready for Explosive upside today...Mkland is on the optimistic side as more Solar projects to be announced soon ...