Aero1

Aero1 | Joined since 2013-08-16

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Stock

2019-12-21 13:19 | Report Abuse

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

Stock

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.

Stock

2019-12-18 17:09 | Report Abuse

Welcome back to long overdue 1 billion club.

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2019-12-15 09:54 | Report Abuse

Fashionvalet expansion is on track. IPO will tell myeg investment story in startup companies.

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2019-12-14 14:17 | Report Abuse

When MKH announces its 1q results, all will see more momentum to its share price. Happy investing bro!

Stock

2019-12-14 14:14 | Report Abuse

Will closely monitor response to Mirai project to be launched soon.

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2019-12-14 14:13 | Report Abuse

Even Sunway also forms a JV with MKH.

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2019-12-14 14:11 | Report Abuse

Even Kajang is considered close to Bandar Malaysia where prices are still reasonable.

Stock

2019-12-14 14:10 | Report Abuse

MKH has a piece of land nearby. The project has been delayed. MKH World.

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2019-12-14 14:08 | Report Abuse

A vibrant KL South is good.
More money will pour in.
Businesses will bebefit.

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2019-12-14 08:14 | Report Abuse

Bandar Malaysia project is positive to MKH.

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2019-12-12 20:07 | Report Abuse

The FFB yield is 30t/ha many of the other companies still tailing.

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2019-12-12 09:46 | Report Abuse

When both engines run well, we hold tight.

Stock

2019-12-12 09:44 | Report Abuse

The operations cash flow is enough settle all borrowings in 2 to 3 years.

Stock

2019-12-12 09:42 | Report Abuse

Anyway, no RI is expected unless MKH makes big acquisitions.

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2019-12-12 09:41 | Report Abuse

MKH made the wrong call in the previous RI. But then the banks won the race.

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2019-12-12 09:40 | Report Abuse

If business is good, borrowings are good and cheaper.

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2019-12-12 06:45 | Report Abuse

Kajang 2 more mature and population now, time to introduce and sell high value products.

Stock

2019-12-12 06:44 | Report Abuse

More trees into prime age and recovery from stress, plantation eps can 20 sen.

Stock

2019-12-12 06:43 | Report Abuse

Plantation eps can 15 sen. Total can 35 sen.

Stock

2019-12-11 10:04 | Report Abuse

Very performing property assets. 1 billion unbilled sales seems sustainable.

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2019-12-11 08:53 | Report Abuse

Next year operations cash can range from 300 to 350 mil. Cash starts piling up from now.

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2019-12-11 08:52 | Report Abuse

Its market value will overtake Matrix if mkh pays more dividends which sure the company can afford.

Stock

2019-12-11 08:50 | Report Abuse

Anyway, both engines now run well. Hold tide!

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2019-12-11 08:49 | Report Abuse

Plantation can be a cash cow providing steady cash flow for dividend. May be MKH should consider paying quarterly dividend.

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2019-12-11 08:47 | Report Abuse

Have different take. Borrowings for the plantation asset are being liquidated. Good CPO price can settle the borrowings faster.

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2019-12-07 10:36 | Report Abuse

Very true madwind14. Gun men also at work to be able collect more.

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2019-12-06 10:44 | Report Abuse

Market value now 900 mil.
Plantation area 18000 ha.
=50k/ha.
Property value ?

Stock

2019-12-02 09:42 | Report Abuse

Strong showing for property
- unbilled sales > 1 billion
- affordable segment
- quietly add good location land bank Q1/+8mil, Q2/+7mil, Q3/+6mil, Q4/+10mil
- smart alliance with Panasonic and Sunway group
Strong showing for plantation
- FFB yield 30T/ha impressive
- operating profit could hit 100 mil
China operation
25% own use. 75% rental
Production cost drops + extra rental income - net impact + 5 to 8 mil profit
Steady property investment income - 8 to 10 mil

Stock

2019-11-29 10:52 | Report Abuse

in FY2018, when the CPO price was RM2163, the plantation division made RM48 million profit. Going to be higher production (more trees enter prime age) and higher price in 2020.

Stock

2019-11-29 08:41 | Report Abuse

The_Reds retailers selling but big guys still inside...

Very true. Low volume. More to come.

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2019-11-28 21:06 | Report Abuse

Strong cash flow. Net cash now.

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2019-11-28 13:34 | Report Abuse

Very good cash flow.

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2019-11-21 11:54 | Report Abuse

Market value is only half of the Matrix.

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2019-11-21 11:43 | Report Abuse

Both engines are running well now.

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2019-11-21 11:38 | Report Abuse

Myeg has Agmo Studios.
Compare to Multisys?

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2019-11-21 09:18 | Report Abuse

Multisys is Philippines rising and leading star company.
Philippines is a good and very potential market.

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2019-11-18 09:21 | Report Abuse

First high rise in Kajang 2.

JAPANESE INSPIRED LIVING MIRAI Residences is a joint venture project between MKH Berhad and Panasonic. MIRAI Residences provides you and your family a Japanese-inspired tranquil living boasting 24-hour 6 tier security system, 159,000 sqft facilities podium and first-in-Malaysia home with Energy Recovery Ventilator (ERV) System. This home improves the quality of living by providing Quality Air For Life through cutting edge technology of air ventilation supplied by Panasonic. A zen lifestyle without sacrificing convenience, MIRAI Residences is situated in Kajang’s 2 with easy access to your daily needs such as shopping malls, train stations, education hubs, medical centres and surrounding highways for easy travelling.

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2019-11-15 08:47 | Report Abuse

Philippines is a good market!

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2019-11-15 08:42 | Report Abuse

Going by record if net can break 100 mil dividend can 7 sen.
Next year even better.

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2019-11-14 08:34 | Report Abuse

Why share buyback so aggressive ?

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2019-11-05 16:32 | Report Abuse

Debts at Empire are potentially due for restructuring as the current interest rates are too high.

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2019-10-31 13:17 | Report Abuse

It is was right thing that TS Wong did not defend aggressively through buy back when the share price fell sharply. This way it is more convincing!

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2019-10-23 08:08 | Report Abuse

Guess an answer to cash pile which has been piling up quite strongly.