Aero1

Aero1 | Joined since 2013-08-16

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Stock

2013-08-24 11:35 | Report Abuse

Still below NTA ..
1Utama in Kajang .. potential for recurring income from property investment in retail complex, car park, hotel, offices ..
If Public Bank's retirement fund can make this counter as its long term investment, why can't you?
MKH shares the same thing with Public Bank .. never loss money before even during crises times .. that says tonnes of risk management and business sustainability.

Stock

2013-08-24 10:58 | Report Abuse

Despite being weakest quarter historically, it showed good growth in sales and profit. More to come .. Maybank Investment says RM4 level still a BUY.

News & Blogs

2013-08-24 10:03 | Report Abuse

Totally agreed.

Stock

2013-08-21 09:40 | Report Abuse

The retirement fund is managed by trustee made up entirely of the senior management of Public Bank. Has more than RM600 mil equity investment .. of course more than half is in Public Bank's shares.

Stock

2013-08-21 09:22 | Report Abuse

lching ... it is not unit trust fund. It is a dedicated retirement fund for the officers of the bank. This retirement fund owns 9% stake.

Stock

2013-08-20 16:28 | Report Abuse

Public bank is known to be prudent, at least relatively among the banks here. I find Public bank's retirement fund, a substantial shareholder in MKH, offer lots of comfort to me to invest in this company.

Stock

2013-08-20 15:21 | Report Abuse

lching 說的也是!

Stock

2013-08-20 15:00 | Report Abuse

Hope next week quarterly results would 'energise' the push :)
Anyway I'm in this counter just like you for mid to long term holding.

Stock

2013-08-20 14:09 | Report Abuse

Hi 逍遥子 mind to share what you mean the "show"?

Stock

2013-08-20 08:53 | Report Abuse

Mr Chen family continues to buy shares from the open market ..

Stock

2013-08-19 15:36 | Report Abuse

Could the catalyst be crossing the 1 bil market cap?

Stock

2013-08-19 11:59 | Report Abuse

Yes plantation will be a booster. But MKH has been putting lots of resources in the property recently. I like its plantation segment being an earnings 'smoother' over the years to come rather than an earnings surprise. Afterall plantation earnings are foreseen and depending on yield and CPO prices. But it will be a surprise if MKH can increase oil palm landbank to become a mid size player.

Stock

2013-08-19 10:55 | Report Abuse

I wonder how much MKH could make from being a main contractor (upgraded from 2rd-tier contractor after buying out Puncak Alam Resources' shareholders for 30 mil. The GDV of Hill Park Shah Alam is about 1 bil.
Nevertheless it is a piece of good news. Exclusive development right on sizable land 550 acres.

Stock

2013-08-16 17:12 | Report Abuse

15000 ha of palm oil says yield of 6 ton per ha at CPO price of 2,400...this could generate 25sen EPS.
Property segment should be able to generate at least 20sen EPS historically.
Total 45sen EPS at 8 times PE means share price of RM3.60
MKH is about to cross 1bil market cap.