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.

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

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

Higher oil price is positive to cpo price

https://www.cnbc.com/2020/01/03/iran-oil-could-make-a-run-at-80-if-conflict-with-us-intensifies-analysts-say.html

https://www.reuters.com/article/us-usa-trade-china-agriculture-insight/u-s-farmers-see-another-bleak-year-despite-phase-1-trade-deal-idUSKBN1Z20CK

Sleep well counter.

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#

https://www.nst.com.my/world/world/2020/01/552463/india-cuts-tax-palm-oil-imports-msia-benefit

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

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

Both engines run well. MKH can leverage.

Followed by the JV with Sunway.

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

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

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

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

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

Especially the affordable segment.

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

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.

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

At current price pe only 5 times. More potential!

Property Trading China operation could bring 20 sen eps.

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

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

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

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