Aero1

Aero1 | Joined since 2013-08-16

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Stock

2020-01-10 15:25 | Report Abuse

The Dec data by MPOB is encouraging and the fall was beyond expectation. The fcpo was down before the announcement but not now.

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2020-01-09 16:43 | Report Abuse

You still see cpo price hiking today.

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2020-01-09 16:42 | Report Abuse

Subsidising cpo refineries in India not sustainable.

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2020-01-09 16:40 | Report Abuse

India is experiencing hike in inflation. Restricting refined cpo to stabile price will not work. Fact is india needs palm oil.

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2020-01-07 13:15 | Report Abuse

The next q result is going to add more momentum.

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2020-01-07 12:52 | Report Abuse

https://www.theedgemarkets.com/article/ioi-corp-earnings-follow-palm-oil-prices-higher-uob-kay-hian
KUALA LUMPUR (Jan 7): IOI Corp Bhd's earnings should track higher in 2020 on the back of soaring palm oil prices, UOB Kay Hian says.

UOB raises its profit forecasts for the Malaysian plantation company by 5%-10% in the next two years after boosting its assumption for average palm oil prices to RM2,400 per metric ton in 2020 from RM2,250.

The brokerage maintains a buy rating on IOI Corp and raises its price target to RM5.10 from RM4.90. A new plant in Penang should also help downstream operations, which account for a quarter of IOI Corp's operating profit, UOB says.

MKH TP raised?

Stock

2020-01-04 22:04 | Report Abuse

More contained

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2020-01-04 22:04 | Report Abuse

Uptrend is intact. Enjoy your weekend! Empire 9 months already equivalent to last year full. Costs are more conta3now.

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2020-01-04 22:02 | Report Abuse

Next q to provide boost to uptrend. dividend.

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2020-01-04 14:54 | Report Abuse

Compared it with mkh, who has better assets and earnings capability?

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2020-01-04 14:53 | Report Abuse

Kim Long, with planted area close to 15k but higher milling capacity, valued at more than 1.5 bil now.

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2020-01-04 11:36 | Report Abuse

Borrowing by the plantation division is being liquidated with help of the stronger IDR.

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2020-01-04 11:34 | Report Abuse

Happy investing everyone.

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2020-01-04 11:34 | Report Abuse

That should bring us to 1.5 bil value with support of dividend yield.

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2020-01-04 11:32 | Report Abuse

Thereafter with another growing q, all will affirm that their decision to invest in this counter cannot be further right.

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2020-01-04 11:27 | Report Abuse

Standing firm now on 1 bil value. Coming q will provide momentum towards achieving 1.2 bil.

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2020-01-04 11:23 | Report Abuse

Higher oil price is positive to cpo price

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2020-01-03 08:50 | Report Abuse

Sleep well counter.

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2020-01-02 09:07 | Report Abuse

Lifestyle Shop Houses

NEW 2 STOREY SEMI D SHOP-OFFICES
- LARGE LAND SIZE : 60' X 130'
- BUILT UP : 3150SF
- INDIVIDUAL TITLE
- REBATE UP TO 20% **
- FREE SPA & LA LEGAL FEE , TAX & DISBURSEMENT FEE
- columnless design
Located at a 550 acres new and mature township , over 5000 residential home in here. within 10 km radius population approx 250,000 resident .
Next with Uitm 1000 acres development ,expected 60,000 student .
https://www.edgeprop.my/listing/sale/1061489/selangor/bandar_puncak_alam/commercial/shophouse/--axis-semi-d-shop-house---60x130-shah-alam-north#

Stock

2019-12-30 20:02 | Report Abuse

Next quarter will set the tune for more upside to come. Any guess on the eps?

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2019-12-30 20:00 | Report Abuse

High palm prices help disposable spending which in turn to benefit general economy including the property industry.

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2019-12-30 11:17 | Report Abuse

Both engines run well. MKH can leverage.

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2019-12-30 10:33 | Report Abuse

Followed by the JV with Sunway.

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2019-12-28 16:52 | Report Abuse

With minimum capital spending, cash can only up. Coming quarter may close above 500 mil. Or borrowings reduced. Nothing going to stop this.

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2019-12-28 12:24 | Report Abuse

Went shopping the ubi kayu is selling at RM5 per kg Rm5k per ton. Good value. Indonesia venture has potential.

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2019-12-28 12:22 | Report Abuse

Like it that the China property realising its value by converting to investment for rent. Potentially unlocking value from disposal.

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2019-12-28 12:05 | Report Abuse

It has more TOD projects. Waiting to release land bank value.

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2019-12-28 12:00 | Report Abuse

1 billion broken. Now on the way to 1.5 billion. No doubt its business model is not less attractive than Matrix Concept.

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2019-12-27 14:39 | Report Abuse

Especially the affordable segment.

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2019-12-27 14:38 | Report Abuse

Indonesia pours money into infrastructure.
MKH to consider pouring money into property market in Indonesia. Its more than 10 years presence there helps.

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2019-12-23 14:52 | Report Abuse

Mirai residence is an important project, a first high rise in the many high rise and ambitious buildings planned for Kajang 2. MKH JV with Panasonic for this project. Some calls it japan township.

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2019-12-23 08:58 | Report Abuse

Planted area all set to benefit from buoyant cpo price with minimum capital investment.
Year/ HA/ Age/ Status
2008/3800 ha/11/prime age
2009/5200 ha/10/prime age
2010/4300 ha/9/entering prime age
2011/1100 ha/8/entering prime age
2016/2008 ha/5/maturing
Total 16408 ha average age 9 yr

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2019-12-21 20:56 | Report Abuse

At current price pe only 5 times. More potential!

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2019-12-21 20:53 | Report Abuse

Property Trading China operation could bring 20 sen eps.

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2019-12-21 20:52 | Report Abuse

Without the impairment 11 mil. With full year rental income from China property. With newly refurbished hotel come operating.

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2019-12-21 18:59 | Report Abuse

Pko production another 10% increase to more than 20k mt.

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2019-12-21 18:56 | Report Abuse

Qtyly report. Last two years achieved cpo 100 mt/year. Should be reasonable to add 10% increase considering more prime aged trees.

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2019-12-21 13:21 | Report Abuse

Unbilled property more than 1 billion plus new project to be launched, property eps can achieve at least 20 sen.

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2019-12-21 13:19 | Report Abuse

Plantation eps is capable of achieving 4 to 5 sen each q.

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2019-12-21 13:14 | Report Abuse

If cpo 2600, plantation revenue can break 300 mil. If forex stabile pbt may reach close to 100 mil based on 100 mt cpo and 20 mt pko.

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2019-12-20 20:36 | Report Abuse

Last year plantation pbt was 48 mil when cpo price 2163. That was 8 sen. This year with higher cpo price and more prime age trees, you do the maths.

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2019-12-18 17:36 | Report Abuse

Not easy to maintain unbroken profitable records over the years.

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2019-12-18 17:34 | Report Abuse

No wonder public bank remains a steadfast substantial shareholder in MKH. Kudos to THP!

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2019-12-18 17:31 | Report Abuse

Soon plantation assets to provide you with steady dividend income potentially ranging from 8 sen to 12 sen a year.