Truly agreed Mikeann...it takes a big project to spike up Mkland in the near future...that answer is industrial park development...

Second LSS5 is opened for bidding soon...Will Mkland stand a chance for this coming LSS5 2.0???

https://theedgemalaysia.com/node/741542

https://theedgemalaysia.com/node/741327

https://www.thestar.com.my/business/business-news/2025/01/16/good-year-for-property#:~:text=KUALA%20LUMPUR%3A%20The%20property%20market,consultancy%20Amy%20Wong%20Siew%20Fong.

But when is the rebound as all of us have been waiting till jaw drop...why they are taking ages long time to execute a project...said wanna venture into industrial property but no news about it till now...

No wonder today plunged to 0.175...

Thanks for your support For Mkland Calvintaneng...BUT how come the share price never go up till now though there is much optimism about its future land prospect for industrialization...So what is so wrong about this company that it is so weak and ugly that no investors noticed...

https://www.nst.com.my/property/2025/01/1157039/fdi-inflows-bolster-optimism-among-property-players-2025

Get ready All Comrades...Next week is gonna be yet another bumper rise for mostly all property stocks...Data Center Development, industrial property and further increase demand for properties across Malaysia should augur well for most developers especially property counters that are undervalued and lagging behind...Property counters like Avaland, LBS and Mkland to my observation are truly battered and undervalued but showing sign of great rebound ahead...MKland is all time lowest but things are looking optimistic ahead we are still waiting for LSS5 to be fully finalised...industrial park development should be the main focus for MK to ascend new heights in 2025...Should break above 0.20 tomolo to scale new high soon....

LBS should venture into Data Center development too just like Mahsing n Gamuda...Given it's huge landbank in strategic location, I m sure LBS is next on the card to drive Data Center growth in Malaysia...

LBS coming 9.5 bil Rimbawan Project located in Getting Highland should propel the company to new heights...This company is full of massive projects but its share price is lagging behind the big boys like Mahsing and Ecoworld...Surely one fine day it shall rise high to reflect its deep value n super growth story...

Woww it seems like it is starting to move anytime soon...

Haha the Sleeping Beauty has just Awakened from Slumber....

2025 is set to be a Bullrun year for property sector...Of course the Big Boys like Mahsing, Ecoworld Simeproperty and Sunway are very attractive n promising but they are already very expensive...Why not invest in Mkland that is battered, ugly, undervalued and and abandoned...it offers more value to come as it is dirt cheap and ignored...

https://www.nst.com.my/property/2025/01/1155909/property-sector-keep-thriving-2025

https://theedgemalaysia.com/node/739764

Just look at Tanco...Share price at 2.00 but NTA only 0.15 and quarterly Net Profit is similar like Mkland...MK's NTA is 1.04 and its share price is only 0.19 and there is a huge gap n living daylight between its price n asset value...So why are u worrying Dasan!

Dasan,
Mkland is pure Bumiputra Company...If Govt don reward MK, then who else??? To my wild guess, maybe MK will secure at least 50MW from the LSS5...Pls take note that MK's plan of exploring and set up Floating Solar Farm is an independent project that is not part of the LSS5...Even if MK fails to secure project fm LSS5, its plan n venture to set up Floating Solar farm at Bukit Merah will surely take off soon...Just be patient Dasan...Mkland is Ascending New Horizons!!! That is more Renewable Energy Projects and New green Industrial Park at Bandar Teknopolis Perdana...

Not all announced...Still remaining 510MW not revealed yet...Mkland should get a portion from the remaining 510MW...Lets wait and see!

Pls dun waste time on this lousy stock...A company with high borrowing will never be profitable and safe...

The clock is ticking pending the LSS5 winner results...So far only TNB, Samaiden and Gadang have been announced as winner...Hopefully Mkland is part of the selected winners...

One best way is to list Emkay Group to unlock Mkland underlying assets...

Trader 5
From your highlighted analysis on their revalued Damansara landbank in 2023, it is suffice to say that it's remaining 190 acres of land in DP should worth more than 2 bil...to my guesstimate, its total value for its 4800 landbank should worth around 4-5 bil by now...Asset rich but earnings weak...they must embark on a corporate exercise to unlock their Land assets...

It seems that Mkland is the only property counter listed in Bursa that has massive landbank which is still trading under 0.20...i bet you all u will NEVER find any other counter that is so battered which still own huge tract of undervalued landbank trading below 0.20...So what is wrong with Mkland, let us dive deep into it to solve the problems...

In 2014, PublicInvest estimated MK's remaining landbank in Damansara Perdana alone is worth 1.4 billion...that was 10 years ago yea...So how much do you think it is totally worth after 10 years later...Here we are just counting the 190 acres of land in Damansara Perdana, we haven't even touch its 4000 acres in Northern Perak and others in Kedah and Selangor Taman Bunga Raya...Now you go find their Land Held For Development under Non Current Asset is stated ard 750-780 mil that is based on book value the land was acquired long long time ago...If you have to dive deep into serious math, Its RNAV if revalued to current land value could sit nearly at 3.00 per share contrasting its share price of just 0.18....What a joke! How could it be so battered n trampled down????

https://klse.i3investor.com/web/blog/detail/PublicInvest/2014-12-15-story-h51531444-MK_Land_Value_In_Land

Next week shall know whether Mkland managed to secure package 1 or 2 from the LSS5...

No worries Dasan, they have identified the exact landbank to develop industrial park just hope that they expedite the project planning...at 0.18 the price will never go wrong as it is totally battered and trampled wayyyyyyy below its Net Asset Value...LSS5 project if they manage to secure package 1 or 2 is a bonus...otherwise Mkland is still undervalued with or without LSS5...

Who would have discovered Tanco which was trading at just 0.30 a year ago, skyrocketed to nearly 2.00 per share after it won Ai Port project in Port Dickson...To me the major catalyst that could lift up Mkland tremendously lies in its plans to develop industrial properties in Northern Perak...they have identified 2300 acres of land for that purpose, in due time that major project should be unveiled in the future...

Rileks Dasan, MK's value doesn't just based on its RE venture in fact that is the least of its entire net worth...We are interested in its 4800 acres of land in which the share price is trampled down at 0.18 and that spark buying opportunity as it is deeply undervalued...I understand ur feelings as u failed to earn money on this slow counter...But ur time will come one day, u just need patience to persevere when its share price is doomed...even if MK fails to win LSS5 project, it doesn't decrease it's land value...its RNAV is above 2.00 per share while the share price is just 0.18 indicating that is totally mispriced...

More China companies will relocate to Malaysia due to the intensified trade war next year with the US...Industrial property is set to boom and the focus is on Northern Perak as KIGIP is located there...

Pls don't speculate Nick...LSS5 winners partially announced from the Category 3 n 4...Category 1 and 2 not revealed yet...Yes property is always more lucrative than Renewal Energy ventures...Landowner is the biggest beneficiary...Weak management at 0.50 is of course Overvalued BUT weak management at 0.185 share price is totally Undervalued...the entry price in relation to its underlying values will determine whether that investment is profitable in the long run...

Mkland is sitting on a future Gold mine...the value of this 4000 acres is set to rise further due to the industrialization of Northern Perak as the cost of industrial land in Penang n Kedah has become too expensive...

To me the biggest intrinsic value is found it its 4000 acres of landbank in Northern Perak that can be developed as industrial park...cos this big tract of land should get spillover effects fm KIGIP and MK should prosper if China or US companies set up new industrial space in Northern Perak due to the trade war between China and US...

Mkland is likely to win a smaller portion under the category 1 or 2...lets wait for more info next week...

It is time to acquire MKland aggressively as LSS5 results will be announced beginning next Monday...I predict a huge win for Mkland tis time as it has huge landbank for Solar farm projects...it is a game changer for MK as the future steady recurring income from its Solar division should boost profits for many years to come...

Lets hope that more ikan bilis will dump Mkland at 0.18 tomolo...

11MW output from its kerian solar farm is too small to channel profit...Mkland needs at least 500MW in total to create deep impact to its Solar earnings...So lake Floating Solar farm is the answer to this calling to channel huge recurring income to MKland...I believe they might secure more than 300MW from the LSS5 to solidify mkland as a prominent Solar player in the RE industry...

At 0.185 Mkland is dirt undervalued to its assets n land and all the coming Solar Projects...Reiterate BUY!!!

0.30 long awaited target price will become a reality soon...As expected Mkland should win massive Floating Solar farm project from the LSS5 bidding...take a look at Tanco which quarterly fin results are weak but its share price has climbed from 0.30 to 1.80 in just one year period ...So could this happen to Mkland???

Finally Nemesis is Back to take Mkland by its horns...it is time to witness the sleeping giant awaken soon...LSS5 winners as reported will be announced beginning Monday so it is time to aggressively acquire Mkland at steep discount now...Nemesis Rules!

https://theedgemalaysia.com/node/738790

Now this is the danger of investing in a company that has little asset...once its earning is crippled n lost, it will drop like a brick as it has little assets to support its share price...Bermaz has just 0.63 NTA against its share price of 1.50...maybe the only support is it's high dividend payout but if earnings drop drastically, dividend will go stagnant too...

Avaland has one of the lowest P/E among all the listed property stocks currently...the next catalyst to move it higher is dividend policy declaration and launching more high end Condo...Its EPS is expected to increase significantly moving forward...

With the launch of Proton e.mas 7 EV...Mazda cars might suffer full blown competition from not only Chinese Carmakers but also from national carmaker Proton...Perodua is launching new model for EV too which is cheaper...At 1.82, Bermaz is OVERVALUED!!! Price should come down to 1.30 to 1.50 to reflect the intense competition in the auto industry...

Ayala Land is a well known largest developer in the Philippines...I m sure it will maintain its good reputation to share its profits with shareholders in all of its subsidiaries...

Thanks for the Good analysis Val-Elta...I believe 2 sen per share annual dividend is in my guesstimate

Avaland has already planned 1.5 bil launches next year 2025 so its total unbilled sales will continue its strong n sustainable growth moving forward...this is definitely a growth stock in the making now the only catalyst to propel the stock higher to align to its fair value is dividend declaration which I believe is possible given its strong growth...

Any idea whether Avaland is gonna announce dividend policy soon? With current unbilled sales of 986 mil as of end of Sept, that should provide strong earning visibility for 3 years to come...its parent company Ayala Land is a dividend company so hopefully Avaland will also share its profits as dividend with shareholders soon...