Bodoh Malaysia! One state tarik investment from another state for what???? Net net is 0 to Malaysia! Tariklah investment from other countries like Indonesia, Vietnam, Thailand, Singapore etc
Industrial land too expensive in Penang now...Lembah Beriah Bagan Serai is very near to bordering south of Penang so it is ideal for multinational companies to set up manufacturing plants factories in Bandar Teknopolis Perdana industrial in the future...this is the future of Mkland!
The Bursa property companies are finding that the recovery of the residential market is taking longer than expected. So some thinks that going into industrial land development may be an answer. But this will depend on where you develop.
Even Ecoworld and Mahsing have announced land bank acquisition to launch industrial development...So it is timely that industrial property development is the key to the new NIMP plan launched by the PM...Really hope Mkland can expedite the launching of industrial development in Bagan Serai soon...
To my guesstimate, I m sure if the HSR extension to Bangkok is a reality, it will surely pass thru Perak state all the way to Northern Perak...Mkland has 4000 acres of undeveloped land bank in Bukit Merah and Lembah Beriah, Bagan Serai...This new HSR line to Bangkok is a major catalyst to Perak state given its strategic location to the north...
Mkland holds the ultimate large tract of undeveloped landbank in Damansara Perdana...With the 65 acres Central Park, Empire Damansara 2 upcoming projects, Mkland's last remaining landbank in DP will be very valuable and priceless...Thus its RNAV of its total landbank must be revalued!
Damansara Perdana will be the next major hotspot in the Golden Triangle Klang valley...Mkland should have remaining landbank of around estimate 180 acres in DP and Mkland owns the final last huge tract of landbank in that Golden triangle...just imagine how valuable it is gonna be in the future!!!
All property stocks are up for Re-rating due to property recovery and improved earnings...Mkland with a massive landbank is still flying under radar but it won't be long...
We have to wait for more project announcement fm Mkland first...Projects related to EV and industrial development in Northern Perak and more Solar farm development should give us a clearer picture soon...
It is newbie! No doubt about it MK might not be the most undervalued by now, but it has strong balance due to its Net Cash Position...Beside Mahsing and Mkland, most property counters are in Net Debt position...It also means that MK relies 100% on Shareholder funds to fund its operation...The next catalyst is how MK gonna develop Northern Perak, Lembah Beriah...
Just imagine if any of these 15 major US companies plan to set up factories and warehouses in Msia, Bandar Teknopolis industrial might be potential target as Mkland is looking for major investors to set up factories in Lembah Beriah close to Penang South border....
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 > 2023-09-06 11:27 | Report Abuse
https://www.nst.com.my/business/2023/09/951570/tough-period-ahead-og-firms