Aero1

Aero1 | Joined since 2013-08-16

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Stock

2014-04-06 13:58 | Report Abuse

cytew .. that makes sense. Exercise price will be adjusted downward so the total proceeds from exercising the warrants remain the same. Cheers
With higher volume and lower exercise, this will boost trading of the warrants.
I may add warrants to leverage if MKH makes sound moves in coming months.

Stock

2014-04-05 17:53 | Report Abuse

There are many that MKH could leverage on .. MRT, cheap land cost, uptrend CPO and FFB production, profit track records. I could not see all the picture for the time being, so I am not able to set my own TP.

Stock

2014-04-05 13:04 | Report Abuse

Good 1Q 2014. Higher revenue and lower cost.

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2014-04-05 13:02 | Report Abuse

Thanks bsngpg. The bonus warrants will have same terms with the existing such as exercise price and expiry date?

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2014-04-05 10:21 | Report Abuse

Anyone can enlighten? (ii) and (iii) What does it mean? Bonus warrants to be exercised to give rise to new MKH shares?

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2014-04-05 10:14 | Report Abuse

So warrants also 5 gives 1. Good.

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2014-04-02 21:36 | Report Abuse

Saville @ Cheras
Stay Connected with the MRT right below.. GDV 500 mil

Property Type: Service Apartment & Retail Lots
Built-Up Area : from 1,152 sqft -1,596 sqft
Duplex Penthouse : from 4,495sqft -4,727 sqft
Retail Lots: 324 sqft – 1,859 sqft

Total Units : 352 units Service Apartment
62 Retail Lots

Stock

2014-04-02 15:02 | Report Abuse

More please more please .. seller market.

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2014-04-01 14:38 | Report Abuse

Look at the IDR ..

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2014-03-25 22:19 | Report Abuse

The directors did not dump .. merely transfer to PAC only.

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2014-03-25 22:16 | Report Abuse

Huh! Additional warrants to be listed .. higher liquidity .. more trading.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1575433

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2014-03-24 09:31 | Report Abuse

tonylim, what is best asset in your perspective?

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2014-03-21 11:56 | Report Abuse

Games are won by players who focus on the playing field - not by those whose eyes are glued to the scoreboard.

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2014-03-21 11:52 | Report Abuse

Focus on the future productivity of the asset you are considering.

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2014-03-21 08:56 | Report Abuse

Good morning folks!
Investment is most intelligent when it is most businesslike ... Benjamin Graham

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2014-03-20 10:00 | Report Abuse

Whether we can sensibly estimate an earnings range for five years. If the answer is yes, we will buy the stock if it sells at reasonable price.

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2014-03-20 09:42 | Report Abuse

MKH is looking to grow the recurring income base with pockets of commercial land which are ripe for development. For instance, the 5.6-acre land for MKH City (RM500m GDV) which is within walking distance to the Kajang MRT station is intended to hold a shopping mall, hotel and office tower with 1m sf GFA. MKH will probably retain some of the properties to further boost its investment properties portfolio. There will also be some investment properties at the flagship
development, Kajang 2. Also, certain land in Kajang/Semenyih under long-term leases to fast-food
restaurants and hypermarkets are ripe for commercial development as the townships mature.

Stock

2014-03-20 08:57 | Report Abuse

Property registered 280 mil sales this year up to - only - Feb 2014. The sales exceeded significantly of what it recorded in the Q1 FY2014.

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2014-03-19 17:07 | Report Abuse

If says plantation worth 1.5 billion. Will get property FOC. Free 1,000 acres development land with GDV of more than 7 billion. Happy Investing!

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2014-03-19 16:58 | Report Abuse

If plantation is to be floated, what will be the value?

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2014-03-19 16:01 | Report Abuse

Quoted ... 'If you focus on the prospective price change of a contemplated purchase, you are speculating. There is nothing improper about that but one is unable to speculate successfully.'

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2014-03-19 14:54 | Report Abuse

Keep things simple and don't swing for fences. When promised quick profits, respond with a quick 'no'.

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2014-03-17 10:16 | Report Abuse

Look at the IDR .. started reversing into period prior to September 2013 . May be MKH could ponder some measures to manage its FX fluctuation given the window now.

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2014-03-14 21:57 | Report Abuse

Congratulation! Bravo! Kudos! Will have at least another three years to go. And that assumes MKH does not leverage on its current strength. But this definitely is not the case with what has been in store for MKH. It was 500 mil market value then as it is now 1.5 billion which make it 200% increase. Will the value go to 2 to 3 billion? To achieve 2.5 billion market value, price > RM7.

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2014-03-13 22:41 | Report Abuse

300 mil cash injected. Stronger footing to undertake expansion plans.

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2014-03-13 13:59 | Report Abuse

to be fair to all ...
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The Exercise Price and/ or number of unexercised Warrants may from time to time be adjusted by the Board, in consultation with its professional advisers, in the event of any alteration to the share capital of the Company, including but not limited to the consolidation or subdivision, issuance of shares by way of capitalisation of profits or reserves, capital distribution or rights issue of shares or convertible securities or any other events in accordance with the provisions of the Deed Poll.

Stock

2014-03-13 10:33 | Report Abuse

MKH is bulldozing the sceptics .. market value at 1.5 billion now. If you think property is bigger than the plantation segment (which was valued at 1 billion when CPO price was at 2,300/ton) .. price will have a long way to go. Happy investing!

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2014-03-13 09:21 | Report Abuse

After a long day, many sites and estate managers will settle down in air conditioned rooms .. make a cup of coffee and look at the screen .. then will start placing orders. :-)

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2014-03-12 21:49 | Report Abuse

Rights issue oversubscribed by 18%. Many rush to put money in this company. The MD walks the talk. Kudos!
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1564793

Stock

2014-03-12 17:39 | Report Abuse

See the words ... we reiterate / we firmly believe
-------------------------------------
MKH has proposed to undertake a 1-for-5 bonus issue scheduled for completion by 2QCY14. The proposed bonus issue is likely to enhance MKH shares’ marketability and trading liquidity which have been very encouraging since we initiated on 2 Jan 14. We believe the proposed exercise will help further improve investors’ confidence on the company as it has been consistently rewarding its shareholders (via bonus issues and dividends etc), in tandem with its stellar financial performance. To recap, MKH has been rewarding its shareholders over the past few years with 1-for-10 bonus issues.

We reiterate our high conviction pick on MKH with RM5.40 SOP-derived TP. We firmly believe that MKH is a rare gem that offers both deep value and explosive earnings growth trajectory. Current valuation at 7.5x FY15F EPS remains attractive given the highly visible and strong growth potential.

Source: HwangDBS Research - 12 Mar 2014

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2014-03-12 15:48 | Report Abuse

Warrants lack of confidence to move? The 'gap' is quite attractive.

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2014-03-12 15:36 | Report Abuse

Good to see many of you here and here to stay. Happy investing!

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2014-03-12 09:13 | Report Abuse

How would they adjust the warrants? to the price or number of warrant?

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2014-03-12 09:02 | Report Abuse

Unless you have a better place ..

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2014-03-11 17:45 | Report Abuse

mbuv4res ... stay the course

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2014-03-11 16:49 | Report Abuse

CPO price +5% ---> Net profit +4%
If CPO stays above 3,000 MKH is to achieve equal in profit by property and plantation in 2015.

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2014-03-11 10:48 | Report Abuse

The TP likely be re-rated before quarterly results announcement in May?

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2014-03-11 09:31 | Report Abuse

Quite bullish on the trees. Weighted average age in 2014/4.81, 2015/5.81 and 2016/6.81. By 2016, 63% of the total planted area will have prime age trees. There can never be better time for MKH to leverage further ..

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2014-03-10 14:31 | Report Abuse

What happen to IDR?

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2014-03-10 10:51 | Report Abuse

High rise ambition is on track. Following MKH Boulevard, another high rise project with GDV 250 mil is on the way in Kajang Town, Jalan Reko.

Tenure: Freehold / Property Type: 2, 3 and 5 Storey Shop Office, Serviced Apartment / Land Area: Approximately 6 acres / Built-up Area: 2, 3 and 5 Storey Shop Office: From 2,661 sq ft Serviced Apartment: 704 sq ft - 1,000 sq ft / No. of Units: Serviced Apartment: 576 units / Status: Open For Registration

Stock

2014-03-10 09:06 | Report Abuse

In the trees, your money is growing ..
Happy investing!

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2014-03-08 16:08 | Report Abuse

Too early. It is just beginning that MKH captures its current strength to expand its balance sheet. Naturally, MKH will leverage further and one should expect exciting news to come.

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2014-03-06 12:14 | Report Abuse

AUD-USD 0.9016 +0.0031 +0.35% 1.0582 0.8660 23:00:39
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USD-JPY 102.6700 +0.3700 +0.36% 105.4400 92.5700 23:00:46
USD-HKD 7.7606 -0.0003 -0.00% 7.7678 7.7514 23:00:15
USD-SGD 1.2677 -0.0025 -0.20% 1.2862 1.2268 23:01:13
USD-TWD 30.2810 -0.0360 -0.12% 30.4260 29.2930 23:00:12
USD-KRW 1,065.6900 -5.2500 -0.49% 1,162.9000 1,048.1000 23:00:00
USD-PHP 44.6850 -0.0750 -0.17% 45.4850 40.5550 23:00:45
USD-IDR 11,540.5000 -41.0000 -0.35% 12,281.0000 9,677.0000 23:00:54
USD-INR 61.4563 -0.2987 -0.48% 68.8450 53.6650 23:01:12
USD-CNY 6.1161 -0.0125 -0.20% 6.2261 6.0393 23:00:12
USD-MYR 3.2648 -0.0073 -0.22% 3.3511 2.9570 22:58:34
USD-THB 32.3210 +0.0260 +0.08% 33.1480 28.5600 23:00:57

Stock

2014-03-06 10:15 | Report Abuse

Link .. link .. link and the property value can only go up.
http://www.nst.com.my/business/todayspaper/boosting-connectivity-1.498883

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2014-03-05 17:42 | Report Abuse

Lay Hong's market value is cheap at 75 mil. But the company generates > 500 mil sales a year.

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2014-03-05 17:39 | Report Abuse

Lay Hong's tangible value per share per is RM2.30.

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2014-03-04 17:38 | Report Abuse

QL has recorded sales above 600mil for the first time in the quarter ended 30/9. The latest quarterly sales (31/12) were a record at 666mil. QL's sales may reach 3bil in the next financial year. Happy investing!