Indonesia cpo selling at premium to malaysia. True

https://www.theedgemarkets.com/article/indias-curbs-malaysian-palm-oil-imports-stir-edible-oil-trade

Myeg aims to cash out upon shares listing of fashionvalet.
Myeg's investment in AI firms bearing fruits?

Window of changing vendor in Malaysia becomes narrower? Myeg stands higher chance ...

Now that it shows the tax monitoring devices are working in Indonesia. Write back of impairment?

https://www.bursamalaysia.com/market_information/derivatives_prices?code=FCPO

MKH has planned it well.

Mirai project marks the beginning of more high rise properties in the freehold Kajang 2.
It is a massive project and its partnership with Panasonic Home is set to raise its image and profile of the project in order to attract more buyers.

https://homes.panasonic.com/english/
https://www.panasonic.com/my/company/homes/

The idr has just advanced so do your assets in indonesia.

1-31 JANURY 2020 EXPORT FIGURES:
AMSPEC : 1,231,385 VS 1,349,224 ( - 117,839 )
SGS : 1,220,484 VS 1,325,201 ( - 104,717 )

Not too bad considering CNY in January.

Back to 1 billion but still vey tempting. With the cut in interest rate, both engines run even better.

https://www.theedgemarkets.com/article/bnm-cuts-opr-275-preemptive-measure-secure-improving-growth-trajectory

Trend still intact.
Mirai at Kajang 2, a high rise JV with Panasonic, expected to be received well. Bode well for more high rise projects in Kajang 2.

8 billion
Are you kidding me?
Who will put in money? Structure funding?

second phase of new york casino almost completed
+ 400 rooms
+ additional 30k sq ft casino space
+ Dining space
+ Retail space

MYR rate curve has been adjusted to be lower signaling a potential rate cut.
If it happens this Wednesday, should be positive to the property industry and a powerful boost to MKH's line of properties.

FFB is projected to be higher with more trees entering mature and prime age.

CPO price remains bullish. Demand intact but supply tuning to lower in near term.
https://www.theedgemarkets.com/article/palm-oil-edged-soyoil-firms-waning-exports-curb-gains

https://www.theedgemarkets.com/article/foreign-buying-msian-equity-surged-rm3209m-last-week-says-midf-research

Guess some money flowing in here.

https://www.straitstimes.com/asia/se-asia/foreign-funds-flowing-back-to-malaysia-despite-political-headwinds

Will flow to stock.

https://www.theedgemarkets.com/article/cuscapi-inks-mou-indonesian-company-supply-20000-pointofsale-units

PT Cartenz is leveraging on the mandates by the Indonesia government.

https://www.freemalaysiatoday.com/category/nation/2020/01/15/palm-oil-futures-bright-despite-india-import-restrictions/

https://www.freemalaysiatoday.com/category/nation/2020/01/15/palm-oil-futures-bright-despite-india-import-restrictions/

https://www.theedgemarkets.com/article/palm-oil-impact-indias-restriction-minimal-says-stanchart

the dividend yield is tempting. plus solid business model + cash cow

Very potential.

Blockchain services that helps to lift revenue and customers engagement. Good!

Cost mostly one off but revenue continues for a very time. Beautiful!

Very focus. Revenue stream from b to c mass market.

Retail. Very potential as Indonesia economy is quite good and growing.

India.
Double windfall for Indonesia planters.
Don't think it will impact a lot Malaysia planters but will have to see coming few months data.

Quite worrying if look at the limited supply and the strong potential in demand as a result of population growth.

According to “The Asia Food Challenge: Harvesting the Future”, a report jointly produced by PwC, Robobank and Temasek recently, by 2030, Asia will have an additional 250 million people to feed (the equivalent of another Indonesia) and there will be a need for nutritious, fresh, safe and sustainably produced food to be delivered conveniently and on demand.

Waiting for annual report. Then we meet at the coming agm?

Strong IDR today.
Should help to source fertilizer more competitively.
Your assets just got more value.

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

Smart money will find its way ....

https://www.theedgemarkets.com/article/malaysias-palm-oil-inventory-down-11-dec-2019

You still see cpo price hiking today.

Subsidising cpo refineries in India not sustainable.

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

https://www.linshimuye.com

The next q result is going to add more momentum.

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?

More contained

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

Next q to provide boost to uptrend. dividend.

http://www.enanyang.my/news/20200104/美景控股上挑

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

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

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

Happy investing everyone.

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