ppls now are waiting for Icon Offshore Petroluem coming list in bursa soon.

KLIA 2 is confirm will finish in this 2014.

So, Brahims sure up in 2014.

Buy in b4 price hit to the next higher price.

與全日空合作 布拉欣控股寫52週新高

8 Jan 2014 22:07
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　（吉隆坡8日訊）布拉欣控股（BRAHIMS，9474，主要板貿易）正式與全日空航空公司（ANA）聯合提供清真空中餐饮。

　布拉欣控股是在昨日（7日）向馬證交所報備，與全日空航空公司簽署協議，計劃成立一家合夥公司，為飛抵日本的航空公司提供清真空中餐飲。

　豐隆投資研究分析報告指出，上述聯營計劃相信可在本財年后半年注進額外收入至布拉欣控股，2015財年營運盈利料微揚1.8%，能改善該公司在全球品牌策略。

　該行調高吉隆坡國際機場（KLIA）、吉隆坡廉價航空終站（LCCT）和第2吉隆坡國際機場（KLIA2）的馬航（MAS，3786，主要板貿易）載客量和大馬機場控股（AIRPORT，5014，主要板貿易）乘客趨勢預測，推動布拉欣控股2014至2015財年每股盈利增長介于3.5%至3.7%。

　豐隆投資研究對該股維持“買入”評級，調高目標價至2.64令吉。

yes.

MKH cannot used to compared with Gadang.

One of the top 10 Stocks to watch in 2014 are BRAHIMS

Brahim's Holdings Bhd
IN-FLIGHT caterer Brahim’s Holdings Bhd has a two-pronged catalyst moving forward. First, it is exploring ways to increase its market share in the global halal food market, and second, it aims to become the third player to control the Malaysian sugar market.

The company’s core business is airport-centric, focusing on the provision of in-flight catering and restaurant operations. Brahim’s, through its subsidiary, holds a concession with Malaysia Airlines for the provision of in-flight catering and related services.

Analysts have likened Brahim’s business as a proxy to the vibrant airline industry minus the baggage of ticket price war and jet fuel price fluctuations. Currently, close to 90% of its revenue comes from its catering business.

Brahim’s bought a 60% stake in Admuda Sdn Bhd. Admuda has a licence from the International Trade and Industry Ministry to manufacture refined sugar and molasses for Sabah and Sarawak. The licence awarded to Admuda was the third by MITI in 37 years as sugar is a regulated commodity.

Brahim’s is looking to dominate these states by 2015 with the setting up of a RM150mil sugar refinery factory in the Demak Laut Industrial Park in Kuching.

Presently, the sugar market in Malaysia is controlled by Felda Global Ventures Holdings Bhd’s unit, MSM Malaysia Holdings Bhd, and Central Refinery Sdn Bhd, with two sugar refineries each in Peninsular Malaysia.

Brahim’s refinery will have the capacity to produce up to 180,000 tonnes of refined sugar per annum with a potential to expand to 400,000 tonnes.

An analyst from Hong Leong sees Brahim’s pre-tax profit growing 12% to RM57.8mil in FY14 and 32.4% to RM76.5mil in FY15.

Meanwhile, an analyst from Alliance is forecasting Brahim’s pre-tax profit to grow 26.5% to RM64.9mil and 23.6% to RM80.2mil in FY15.

For the nine months to Sep 30, 2013, net profit jumped 163.6% to RM10.19mil while revenue rose to RM285.7mil from RM7.4mil previously.

Catalysts:
- Sustainable earnings from long-term concession agreements.
- Further activities in the sugar refinery business.
- Maiden dividends.
Risks:
- Slowdown in passenger movements.
- Termination of concession agreements.
- Earnings highly dependable on economic conditions/pandemics.
– By Tee Lin Say

One of the 10 Stocks to watch in 2014 are MKH

MKH Bhd

MKH, previously known as Metro Kajang Holdings Bhd, came under the limelight after Hwang DBS Vickers Research initiated coverage, with a target price of RM5.40, providing 83% upside to its last done price of RM2.95.

The stock had since been on an upward trend, climbing some 65% year-on-year.
Before the research house issued the note, the counter came under the radar of Kenanga Research and SJ Securities Sdn Bhd.

Founder and executive chairman of MKH Tan Sri Alex Chen
A poll by Bloomberg indicates that there are three “buy” calls on the company.
Hwang DBS Vickers Research highlighted the company’s hidden value under its plantation segment.

The company had ventured into oil palm plantation with an acreage of 15,942ha in East Kalimantan since 2008.

The brokerage notes that the plantation business has posted maiden profits in its financial year ended Sept 30, 2013 (FY13) and is projected to grow at 31% three-year earnings compounded annual growth rate given its young tree profile, when trees are usually most productive.

“Despite the promising prospects, MKH is only trading at five times FY15 price-to-earnings (P/E), an undeserving 70% discount to the Malaysian small-mid-cap plantation peers’ average P/E multiple,” analyst Quah He Wei writes.

Metro Kajang is a well-known brand equity in Kajang and Semenyih. With a land bank of 202.34ha there, it is set to benefit from the rising land prices, given its low land cost and strategic tracts adjacent to two mass rapid transit (MRT) stations, he adds.

Its recorded unbilled sales of RM503mil in FY13 is underpinned by the rising demand for mid-market housing, improved connectivity via MRT and growing affluence in its focus market, Quah says, adding that RM890mil worth of new properties in FY14.

Catalysts
– Fast growing, cheap plantation play.
– Under appreciated.
– Beneficiary of MRT connectivity.
– Record unbilled sales buoyed by strong demand for affordable housing.
Risks
– Heavy focus on Kajang/Semenyih development
– Fluctuation in crude palm oil prices
– Headwinds in the property market
- By Ne Bei Shan

联手ANA减低依赖klia 帕乐兴打响国际知名度

财经新闻
财经

2014-01-09 13:24

（吉隆坡8日讯）分析员看好帕乐兴（BRAHIMS，9474，主板贸服股）与日本全日航空（简称ANA）合作，不但可减低该公司对吉隆坡国际机场（klia）的依赖，也可以提高其在国际市场的知名度。

双方签署探讨成立策略性业务联盟的协议书，以提高清真飞机餐市场份额和扩大亚太区内清真食品市场地位。



帕乐兴管理层估计，该合作可为其2015财年业绩带来200万至300万令吉的净利贡献。

安联研究分析员分析员上调2015财年盈利预测2.2%。”

该公司表示，该股目前股价合理，并不排除还有上扬的空间，因而给予“强劲买入”的评级。

“在未来的一年内，该股股价增长催化剂包括了业绩表现较预料中佳、债务再融资计划、股息政策、并购活动、拓展白糖精炼业务和落实与全日空的合作案。”

此外，该分析员也不为吉隆坡第二国际机场（klia2）延迟启用影响帕乐兴盈利而担心，并表示这不会为公司造成显著的业绩影响。

“不过，投资者要密切注意客机市场走势，以及帕乐兴白糖精炼业务的发展。”

Above mention (invest1818) are clear to invest in MKH.

高产尼品工业探讨海外商机

行家论股

2014-01-09 12:37

目标价：4.82令吉

最新进展

基于高产尼品工业（KOSSAN，7153，主板工业产品股）2013财年首九个月净利增长37%，推高该公司股价在去年表现亮眼。

行家建议

进入2014年，我们预计高产尼品工业持续呈现净利增长动力。

积极的扩张行动和每年增20%产能，以及生产效率改善扩大赚幅，我们预测该公司能够在2014和2015年取得的2年净利复合年增长率（CAGR）为22%。

因此，我们决定把2014财年净利计算的目标本益比从16倍，提高至18倍，与贺特佳（HARTA，5168，主板工业产品股）水平相同。

我们重申该股的投资评级为“强力买入”。

此外，我们预计高产尼品工业会在2014年持续繁忙，因为管理层目前在国外探讨着商机，包括在越南及印尼设立新的手套及技术橡胶产品。

若这些计划能够实现，将有助改善集团的成本架构。

My remisier told me dun invest in Supermx.
Go to other rubber makers.

Above Cina explanation all is MKH's positive news regarding future growth of it campany
beginning 2014.

Thank you to Isw99my translated for me to all investor.

Brahims以后的价钱会更高。

Buy below rm1.10 bcos this counter r going to rebound to next resistance price.

政府落实多项不利的政策打压之下，产业领域虽不被市场看好，但美景控股（MKH，6114，主板产业股）在两大业务支柱推动下，逆境奋游向上。

以可负担房屋为主，且发展区毗邻捷运站，相信有助提高旗下产业需求，成为捷运计划大赢家之一。

早年进军种植业务，如今已带来成果，随油棕种植已进入成熟阶段，该业务营收增长动力更是不可忽略。

以加影为基地的房地产发展商美景控股，在过去多年以来，一直积极地收购土地和土地发展权，并走出加影区以增强在大吉隆坡的地位。

近一年来，可见该集团进行不少的收购活动，而背后的目的，往往离不开作为未来产房发展的计划，当中包括：●收购在加影拥有策略性、占地约18.3英亩发展地段的Budi Bidara私人有限公司股权。

●收购Puncak Alam资源有限公司的股权，进而取得雪兰莪依约（Ijok）约550英亩的土地发展权。
●收购Achieve Acres私人有限公司，进而参与士毛月约10.55英亩的土地发展计划。
●收购士毛月约64英亩土地，并计划发展成住宅商业区，发展总值达3亿令吉。

虽然政府在过去年来落实多项的打房政策，但以可负担房屋发展为主的美景控股，预计对其产业业务并不会构成太大的冲击。

可负担房屋需求高激励
尽管市场对于整体的产业领域前景并不乐观，不过以美景控股过去的业绩表现以及两大推动因素下，不仅能逆境上游，更被分析员认为该股严重低估。

积极收购供未来发展之际，屋价高涨已促使可负担房屋的需求依然可持续，让美景控股处于更有利的位置。

黄氏星展唯高达研究指出，正如火如荼进行的捷运工程，因将在加影设有两个捷运站，而让该集团成为最大的受惠业者。

未入账销售5亿
尽管也有竞争者进军该区，但因该集团的低廉土地成本，以及正进行的兴建项目皆临近捷运站，因此更胜竞争对手一筹，且资产增值的幅度料比其他更高。

在2014财年，美景控股将推介总值8亿9000万令吉的新项目，至于未入账的销量为5亿300万令吉。
油棕稳定长期收益

于2008年开始进军的种植业务，随着油棕的成熟，为集团提供长期性的收益，且未来3至4年可带来强劲的增长。
黄氏星展唯高达研究表示，在原棕油价格看涨之下，且鲜果串的产量正快速增长，美景控股可谓是最廉宜的种植代表。

未来3年的鲜果串产量，估计可取得20%的年复合增长率，进而带动其种植业务的盈利表现。
分析员预计，种植业务对该集团的息税前盈利（EBIT）贡献，将从2013财年的17%，在未来两年大幅提高到29%和39%。

在这两大业务的支柱下，分析员相信该集团正迈向正确的轨道上，股本回酬有望在2016财年达至20%的目标。

连续19年获利
自美景控股成立25年，且上市也有19年以来，都交出盈利成绩单，净利表现更在2013财年突破1亿令吉水平。

回顾过去4年净利走势，该集团从2010财年3058万令吉，逐年提高至3802万令吉、7741万令吉和1亿337万令吉。

营业额也从2亿8922万令吉（2010财年起），年增至3亿4202万令吉、5亿5593万令吉和6亿8830万令吉。

去年派息10仙
股息派发方面，2010财年至2012财年皆为每股5仙，而2013财年增倍至10仙，是有史以来最高。
以周五收盘价格2.95令吉计算，该股的周息率达3.4%。在预计股本回酬达标下，分析员料201财年可提高至每股15仙，周息率达5%以上。

值得一提的是，美景控股在2010年到2012年的连续3年，都派发红股。
陆续推出70亿项目
展望未来，该集团依然拥有总值70亿令吉的发展项目陆续推出，这足以支撑其长期的盈利增长。
此外，根据报道，管理层放眼5年内进一步扩充种植业务，以将种植范围扩张至10万公顷（目前约1万5000公顷）。

Announcement Date Subject Type Amount Ex Date
09/12/2013 First Interim Dividend DIVIDEND 0.1 19/12/2013
09/01/2013 Final Dividend DIVIDEND 0.05 19/02/2013

1. Quite high rm0.10 dividend paid. (19.12.2013.)
2. Fastest-growing yet cheapest plantation proxy. Largest beneficiary of value-enhancing MRT stations in Kajang.
Multi-year re-rating on the horizon, with deep value proposition at 5x FY15F PE. Initiate coverage with BUY
rating and RM5.40 SOP-derived TP, implying 101% upside.
3. Price target: RM5.40; MKH MK
Diamond in the rough.
4. Accumulatiive profit exceed RM100,000.000. ( 2013 )

受惠高油棕價‧美景揚近10%
2014-01-07 11:02
•
（吉隆坡6日訊）棕油價格走揚，美景控股（MKH，6114，主板產業組）料將受惠於印尼加里曼丹東部1萬4千400公頃油棕種植園地，股價因此攀升近10%。

該股今日以3令吉1仙開盤即一路走高至3令吉25仙，一度漲10.16%，閉市時則以3令吉24仙報收，全日上揚29仙或9.83%。

值得注意的是，其憑單也受股價上揚激勵，以1令吉36仙高開後勁揚39仙或30%至漲停板，閉市時報1令吉69仙。

黃氏唯高達研究表示，儘管該公司的棕油園只有4年樹齡，該業務在2013財政年寫下2千900萬令吉營運盈利。

“我們預期種植業務對2014和2015財政年的盈利貢獻將分別提高至29%和39%，該股的本益比只有5倍，是估值最低的種植股項。”

美景控股自2008年開始在印尼開發種植業務，如今已開始有收成，並推動2013財政年核心盈利大漲96%。

黃氏唯高達預料，種植和產業業務將帶動該公司的核心復合成長率至31%，並設定目標價為5令吉40仙，給予“買進”評級。

Brahim’s have officially announced that it has entered into a
collaboration agreement with ANA Holdings Inc to produce
halal Japanese cuisine for in-flight catering in Japan and to
consider the establishment of a joint venture (JV) for a Halal
flight kitchen in Narita and Haneda Airports, Tokyo, Japan.

remain positive on the move where it will propel
Brahim’s to another level with international exposures.

we opined that Brahim’s would take several
months to “halal-ise” ANA’s flight kitchens (and no capex are
needed. In the beginning stages, Brahim’s would assist in
supplying some Muslim cooks.

any additional earnings to come through
from this partnership would kick in earliest by 2HFY14.
Despite a marginal increase (1.8% to FY15’s operating
profit, based on reported RM5m gross profit), this would
improve Brahim’s branding worldwide, besides being the
biggest Halal flight kitchen in the world.

the group not only captures international
customers but also locals by marketing and distributing its
ready-to-eat (RTE) products (by Dewina Food Industries,
DFI) in Japan through its branch in Japan, brahim’s Food
Japan Co. Ltd., with assistance from ANA Trading Co. Ltd.

We upgraded our forecasts on MAS’ passenger carried and
MAHB’s passenger movements in KLIA, LCCT and KLIA2.
As such, FY14-15 EPS are increased by 3.5-3.7%.

Positives – (1) Niche industry; and
(2) Sustainable earnings
from long-term concession agreements.

Maintain BUY with with a higher TP of RM2.64 as we
increased Brahim’s P/E and EV/EBITDA multiple to 16x and
8.5x respectively to better reflect its competency with
regional peers (average 16.2x P/E & 8.6x EV/EBITDA).


Although Brahim’s share price has doubled since our
initiation,
we believe the group is still undervalued given its
abundant projects / plans in the pipeline thus believing that
Brahim’s warrant a higher valuation.

Collect money to hit Icon's price.

Aim IPO- ICON OFFSHORE PETROLEUM.
IPO's price is below rm1.00.

MBL will start to fly in this recent day.
TP rm 1.30

I checked already, MKH really a good campany, solid growth campany.
Net profit more than RM1 bil.
Good dividend paid.

http://www.chinapress.com.my/node/489514

KLIA 2 4 months puls to go for operate soon.
Benefit for Brahims

see how APFT fly soon.

As my remisier imformed me to keep will touch more than rm1.00 soon.

Ai ya, I miss the MKH's boat.
Last time i also aim this counter only at rm2.50 something.
Still can buy in? thx

Buy b4 hit to rm4.50 in this week.

Kossan is for medium to long term investment.
U will not regret it if u hold tight.
much much better than EPF interest.

Aim also AirAsia.

Thanks, traderman.

I will buy in 5 lots tomolo.

I have 10 lots already.
Perhaps will topup some lots on next week.

I dunno la, my remisier told me that dun try to invest in MAS.

I will switch to SKPETRO.

Mas sangat bahaya.
banyak rugi.

wah, u all really expert in investing.

Good future in 2014 for AirAsia.
TP rm3.50-rm3.70 by RHB, MIDF,AFFIN.

Airasia & Brahims's price can buy in bcos the price still cheap.

Tahun Melawat Malaysia 2014, beneficial to AirAsia, Brahims & Malaysia Airport (MAHB).
Aim this 3 stocks.

better run fr now. this is only my opinion.

I am a new investor in AirAsia. I bought the share yesterday.

his wife bought at 2.10 something airasia stock. also Brahims.

good info.

I dint buy Supermx at ( rm2.40 something ) simply Kossan ( 3.21 something after split ) is much better than Supermx.
Adviced by my remisier, PJ.

Kossan is good enough compare to Supermx.

samcghee, which stock got potential growth in 2014?
my remisier told me:
1. AirAsia & Brahims
2. Stiil is O&G stocks.

Good to accumulate tomorrow.

Hi, I bought brahims today.
I also hope it will reach more than rm2.10 tomorrow.

Need to see who ppls in which campany to do oil & gas business.
This is the point.
Who giv O&G contract to APFT.
Who is at the back of APFT.
That why APFT's CEO can promised will earn money in O&G sector.

Iching88, what does u mean there?