Posted by slts > 2014-01-26 05:30 | Report Abuse

chinesetea, u only invest in property stocks?
what about oil related or stocks?
if u dont mind sharing , i appreciate it
thanks

Posted by chinesetea > 2014-01-26 06:04 | Report Abuse

slt, I don't have pure oil stock. I bought puncak long time ago around
2 ish. Mostly palm oil stock and CBIP can also be considered oil and gas as they have purchased another oil and gas company.
I also bought Oil related stock like coastal long time ago.
To me oil and gas is too volatile and risky. You can earn big but lose big as well (think about BP). Also bought hibiscus but dump it as I don't like too much insider information that I have no control of.

The best time to buy oil stock is when they is war happen in those oil rich Arab countries but it's a lot more difficult to fight with those oil trader.

Palm oil stock is a bit safer as it can be turned into bio gas and used as other product. I like the fact it can provide more than one source of income. MKH is even better with both property and palm oil

Was looking at Barakah before but didn't buy because of warning from my remindser.

Posted by chinesetea > 2014-01-26 06:13 | Report Abuse

Just remembered that I also have Prestaring that is oil related as they train their employee. It can benefit from oil industry but also other income by education for other industry. Best of many worlds! If you want to discuss more and share, please feel free to goto this thread http://klse.i3investor.com/servlets/discuss/610971.jsp and in the thread, I shared some of my portfolio pick earlier in the year.

Posted by nicky > 2014-01-26 07:20 | Report Abuse

equites market going to collapse ? ringgit is weak, inflation, the rise of interest rate, social problem n political issues in Malaysia ?

Posted by chinesetea > 2014-01-26 07:39 | Report Abuse

Wait and see the result of tapering meeting. It's nothing to do with local politics. Stay sideline for few days.

Posted by nicky > 2014-01-27 10:02 | Report Abuse

Keep dropping

Posted by nicky > 2014-01-27 11:07 | Report Abuse

Below RM2.90 soon

Posted by iafx > 2014-01-27 11:55 | Report Abuse

http://www.theedgemalaysia.com/business-news/272757-technicals-palm-oil-to-fall-to-2553-ringgit.html

Posted by chinesetea > 2014-01-28 18:13 | Report Abuse

Very good news. See today announcement. Few announcement of acquisition of more shares.
Annual report is out and profit before tax increased by 34% !

Posted by chinesetea > 2014-01-28 18:13 | Report Abuse

Full report http://announcements.bursamalaysia.com/EDMS/subweb.nsf/all/4A3FF37CA8FC6D6548257C6E00245BFA/$File/MKH-AnnualReport2013.pdf

Posted by invest1818 > 2014-01-28 21:58 | Report Abuse

bro Chinesetea is this the latest report?

Posted by chinesetea > 2014-01-28 22:02 | Report Abuse

This is annual report for the financial year ended 30 September and another one coming in Feb that include up to December if I read it correctly. Also another announcement about renew of share buy back and I like company that keep buying back shares.

Posted by invest1818 > 2014-01-28 22:05 | Report Abuse

oh I thought the first quarter report for FY14 has out. 30 sept financials already known.

Posted by chinesetea > 2014-01-28 22:11 | Report Abuse

Yes, that was what I thought initially and then read it again and find out it is for September.
However it does give more information about the overall performance.
Apologise if that causes confusion :-)

Posted by invest1818 > 2014-01-28 22:17 | Report Abuse

Is ok bro anyhow 1st quarter of FY14 will be a good one ^^

Posted by nicky > 2014-01-29 07:34 | Report Abuse

Testing RM3.00 today

Posted by nicky > 2014-01-29 10:11 | Report Abuse

Yes.... Bounce back to RM3.00

Posted by aiman168 > 2014-01-30 10:15 | Report Abuse

the business is good for mkh this year and next year and another next year

Posted by aiman168 > 2014-01-30 10:15 | Report Abuse

buy more.. still good price, still not reach tp

Posted by 林俊松 > 2014-02-03 10:37 | Report Abuse

MKH still consider a buy?
Will it do well this year?

Posted by nicky > 2014-02-04 08:06 | Report Abuse

Yes.., definitely

Posted by Aero1 > 2014-02-04 12:21 | Report Abuse

MKH Bhd's affordable housing projects continues to gain traction among its buyers which are typically genuine homebuyers, said HwangDBS Vickers Research.

The research house said the group's RM890 million properties project, expected to be launched in the Financial Year 2014, was expected to further boost its record-high unbilled sales of RM503 million as at September 2013.

"Cost pressure should be mitigated by its established track record with internal project management expertise and building materials trading arm," HwangDBS said in a research note today.

Meanwhile, on plantation, the research house said MKH's plantation profits would grow at an astounding 69% of compounded annual growth rate over Financial Year 2013 to 2016.

"Nevertheless, MKH is still seeking more plantation land in Indonesia, potentially emulating the resounding success of it 14,400 fully-planted oil palm estates.

"The management is confident of its well-managed estates hitting 30 million tonne per hectares yields upon full maturity," said HwangDBS.

It said in the longer-term, MKH might float its plantation operation to unlock value for shareholders.

HwangDBS maintained a "buy" call on MKH with a target price of RM5.40. – Bernama, February 4, 2014.

Posted by iafx > 2014-02-04 12:25 | Report Abuse

tambun or ksl + tdm or kretam combo better value for $$$, not to mention mkh DY only 1.6%

Posted by Michael Jong > 2014-02-04 18:45 | Report Abuse

i believe MKH will improved their DY soon :)

Posted by Funtrade > 2014-02-04 22:39 | Report Abuse

iafx is very good in politic. This guy is a knowledgeable man, he knows much more than anyone of us. If you noticed carefully iafx pick politic-related counters. But combo of Tambun / KSL / TDM / Kretam cannot lah.

Tambun: 22 May 2013 RM1.40. 4 Feb 2014 RM1.43. Capital gain of RM0.03 in 8 months ??!!

KSL: A whopping EPS of RM0.52 but NO DIVIDENDS AT ALL !! ROE high but PE only 4. Why not being appreciated? U know I know lah, Learn more about the boss before investing in KSL.

TDM: Kangkung-related counter.

Kretam: Lost-making Crap.

Posted by lotusf1 > 2014-02-05 08:43 | Report Abuse

Good call by hwngdbs but risks remain due to slowdown in prprty mrket as forcasted by prprty gurus...Its 14,400 acres of plntation ,would be a gamechangr.n mitigate some risks in prperty business,overall...

Posted by iafx > 2014-02-05 08:58 | Report Abuse

funtrade, affortable home program margin is thin, to buy more land mkh will have to retain more profit. mkh is a co. perform reasonably well, no question on that end. however, looking at current overall context, u have a choice invest in a co. trying to do everything, or u can invest in a co. being focus in its area. say:

ksl+kretam = 2.26+0.545c
tambun+tdm = 1.43+0.86c

u can replace with WA, this allow u to invest in 2 sectors at much lower cost vs MKH alone. u can of cos replace tdm/kretam at yr wish.

juz a view, yr $ yr choice!

Posted by Aero1 > 2014-02-05 09:02 | Report Abuse

Do we enter when the property market is soft ..?
MKH offers long term profitability because of plantation and property investment portfolio.

Posted by Aero1 > 2014-02-05 09:28 | Report Abuse

Compared to previous year, we have few new instituitional investors onboard:-
Hwang Select Balance Fund
Pheim Sivac-Sif
Hwang Aiiman Growth Fund

Public Bank boosted its shareholding from 9.0% to 9.7%. Similarly EPF also increased its investment in MKH.

Posted by Jason Lim > 2014-02-05 09:32 | Report Abuse

Is the target price by HwangDBS considered fair considering they hold this share too, biased opinion? So far only two research houses have reported on this counter, anyone knows any other houses made any comment on MKH?

Posted by iafx > 2014-02-05 09:34 | Report Abuse

at least u knew mkh current price is pushed by fund - double sided sword

Posted by Aero1 > 2014-02-05 09:46 | Report Abuse

MKH's market value now stands at slight over RM1 bil. That was the price IOI paid for the acquisition of Unico for the similar oil palm hectarage. Buying MKH now means paying only for plantation assets. You get FOC for other assets. Happy Investing!

Posted by Aero1 > 2014-02-05 09:54 | Report Abuse

Certain Funds have mandate to invest only in counter > than 1 bil. It is just begining for MKH.

Posted by 5004100138 > 2014-02-05 09:56 | Report Abuse

How can MKH be good since both property & palm oil is down now?

Posted by iafx > 2014-02-05 09:57 | Report Abuse

thus the cerita of "undervalue" lor... biasa la

Posted by aiman168 > 2014-02-05 11:15 | Report Abuse

dia conquer habis kajang semenyih tu.. itu aje yg org miskin cam i ni mampu beli hartanah.. itulah cerita dia

Posted by aiman168 > 2014-02-05 11:15 | Report Abuse

property dia kat kajang 2 pulak tu.. saje je sambung..

Posted by air01557 > 2014-02-05 11:15 | Report Abuse

buy buy - this counter is gonna fly - today is just the start

Posted by invest1818 > 2014-02-05 13:41 | Report Abuse

1st quarter results should be good, sign from the shares flying up now, don't miss the boat. Last quarter massive profit was wipe out by FOREX and this quarter should be good with Palm Oil earnings added in. Iafx I don't agree with you on today price hike are driven related to the "undervalue" cerita as you said as HwangDBS has already mentioned about this earlier back in Jan'14. The increase might be highly related to the on coming financial announcement on its first quarter financial results as the Palm Oil division should be reflecting a very strong profit for this first quarter. Invest at your own risk, this is merely my personal opinion.

Posted by 林俊松 > 2014-02-05 16:14 | Report Abuse

Walao, I regret to sell my MKH-WB at RM1.40 last week.
Dam~

Posted by nicky > 2014-02-05 16:18 | Report Abuse

As I said time will prove..whether it will go RM5.40 or down to RM2.60

Posted by invest1818 > 2014-02-05 16:19 | Report Abuse

MKH is going to perform a share buy back and the resolution will be table for approval on this coming AGM in Feb. The share price is going to ride higher. Stay tune. Invest at your own risk.

Posted by speakup > 2014-02-05 16:24 | Report Abuse

if u miss MKH, 2nd chance in CHHB!

Posted by speakup > 2014-02-05 16:24 | Report Abuse

dont miss CHHB!

Posted by bsngpg > 2014-02-05 16:26 | Report Abuse

安华效应？

Posted by kaliawke > 2014-02-05 16:27 | Report Abuse

TS chairman always seen at petaling street brokers house daily goreng shares since 30 yrs ago

Posted by Aero1 > 2014-02-05 16:30 | Report Abuse

I would not wish MKH buying its own shares .. they have been spreading the word - expansion. This may also reduce liquidity and participation by large funds.

Posted by iafx > 2014-02-05 16:32 | Report Abuse

congratulation folks! :D

Posted by Aero1 > 2014-02-05 16:38 | Report Abuse

Price reaches record! Happy Investing!

Posted by nicky > 2014-02-05 17:05 | Report Abuse

RM4.00 for this week ?