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2021-03-11 15:15 | Report Abuse
My Malaysia stocks are in specific sectors: Glove, Palm Oil, Banking. This is the only Property counter I bought, because of their Palm Oil performance and results. It attracted my attention a few years ago after my broker introduced to me. I hope they could consider higher dividend. I also have 1961 and 2445 in my share portfolio so you can see that I am particularly attracted to Palm Oil stock.
2021-03-11 15:10 | Report Abuse
Siew Leong, the annual report showed that their plantation results were strong and consistent. Even the plantation big boys only have highest 23 tonne per hectare. But MKH has 30 tonne per hectare! To me, it does not matter if the Plantation Director Dato Lee was from IOI or KLK or is Tan Sri Lee's nephew. To me, what is important is that he is still young in his 40s and has managed this plantation for many years and could deliver such good results. I buy MKH because it is very undervalued and has strong upside with its plantation. I would suggest that they increase their plantation portfolio for future earnings.
Stock: [MKH]: MKH BERHAD
2021-03-15 17:42 | Report Abuse
It's good to be proven correct. This counter will continue to climb, with its strong Plantation upside. CPO price has been climbing, so I would think that its Plantation can be advantageous given the production reported.