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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.
2014-04-05 13:04 | Report Abuse
Good 1Q 2014. Higher revenue and lower cost.
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?
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?
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
2014-03-25 22:19 | Report Abuse
The directors did not dump .. merely transfer to PAC only.
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
2014-03-24 09:31 | Report Abuse
tonylim, what is best asset in your perspective?
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.
2014-03-21 11:52 | Report Abuse
Focus on the future productivity of the asset you are considering.
2014-03-21 08:56 | Report Abuse
Good morning folks!
Investment is most intelligent when it is most businesslike ... Benjamin Graham
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.
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.
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.
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!
2014-03-19 16:58 | Report Abuse
If plantation is to be floated, what will be the value?
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.'
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'.
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.
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.
2014-03-13 22:41 | Report Abuse
300 mil cash injected. Stronger footing to undertake expansion plans.
2014-03-13 13:59 | Report Abuse
to be fair to all ...
-----------------------------
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.
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!
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. :-)
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
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
2014-03-12 15:48 | Report Abuse
Warrants lack of confidence to move? The 'gap' is quite attractive.
2014-03-12 15:36 | Report Abuse
Good to see many of you here and here to stay. Happy investing!
2014-03-12 09:13 | Report Abuse
How would they adjust the warrants? to the price or number of warrant?
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.
2014-03-11 10:48 | Report Abuse
The TP likely be re-rated before quarterly results announcement in May?
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 ..
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
2014-03-10 09:06 | Report Abuse
In the trees, your money is growing ..
Happy investing!
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.
2014-03-07 08:30 | Report Abuse
Happy morning! Just an article to share ..
http://www.thestar.com.my/Business/SME/2014/03/07/Kajangs-new-appeal-Developers-are-turning-to-area-for-its-growth-potential/
2014-03-06 12:14 | Report Abuse
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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
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.
2014-03-05 17:39 | Report Abuse
Lay Hong's tangible value per share per is RM2.30.
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!
Stock: [MKH]: MKH BERHAD
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.