Posted by Madam YaSer > 2014-02-12 11:37 | Report Abuse

aku pun takut jugak, aku jual dah WB yang lembab tu, tapi buat duit, sekarang nak tengok jugak tinggi mana bolih pergi MKH hehehe

Posted by blgFAT > 2014-02-12 11:37 | Report Abuse

Congrat Tessa as long as we make money.. Those buying... All the best..

Posted by Aero1 > 2014-02-12 11:41 | Report Abuse

Average CPO price for Q4 2013 was RM2,500 compared to RM2,300 for Q3 2013.

Posted by Aero1 > 2014-02-12 11:48 | Report Abuse

When FFB and CPO up, MKH will have more to leverage on to expand its balance sheet .. not forgetting also its cheap development land cost.

Posted by iafx > 2014-02-12 11:52 | Report Abuse

getting very expensive, Kulim looks more attractive

Posted by invest1818 > 2014-02-12 12:06 | Report Abuse

bigFAt wht bad news coming? can share?

Posted by blgFAT > 2014-02-12 12:08 | Report Abuse

For time being I go elsewhere... takut.... nanti dia jatuh kepala mesti picah woo..

Posted by Funtrade > 2014-02-12 12:09 | Report Abuse

iafx I still remembered u recommend plantation & property combo on 4 Feb....
That day the price was only RM3....
Today RM3.85, 85 cents gain or 28.34%...
The boat will shoot towards RM5.20, still got 35% meat...
Come and join our MKH family here and profit together........

Posted by Funtrade > 2014-02-12 12:13 | Report Abuse

blgFAT don't sinkarlin here la u dint bought any MKH shares but come here kacau only. Go back to your Sumatec. anbz kacau kacau at sumatec it's his problem dont spam here. U can flag him out.
Ur comment wont have effect to MKH. Respect the investors here.

Posted by invest1818 > 2014-02-12 12:17 | Report Abuse

Good comment funtrade.

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

ft, while the combo brings good $$$ in only days, but true that mkh still out perform the set :)

notice the index is getting unstable, of cos, sell is always difficult but a MUST. yr $ yr choice!

Posted by blgFAT > 2014-02-12 12:23 | Report Abuse

Funtrade, I sudah kenyang ma.. Chart also show overbought.. Why wait? I not kacau ma.... U look at chart wl tell u. I tell u the fact if think long run ok is up to ma. Yr money but I'm talking abt my investment. Sudah untung why wait bila jatuh/rugi baru mau jual? U mau speculate go ahead..yr money not mine.. Kikiki

Posted by invest1818 > 2014-02-12 12:27 | Report Abuse

blgFAT, u say bad news? Mind to share? love to hear ur comment but pls with facts don't talk trash.

Posted by blgFAT > 2014-02-12 12:36 | Report Abuse

Not trash invest, wait for Q rep laa but like I said before. I make profit so I play safe cabut first.. Money not come easy this day bos...

Posted by invest1818 > 2014-02-12 13:02 | Report Abuse

blgFat, agreed with you on not being too greedy, unless u know the Q results or else don't spread negative news. Grtz u make profit from it but do not have red eyes over those whom is still holding and have faith with MKH. The buying momentum is still strong, not easy to have such undervalue company with such high potentials of growth especially on its Palm Oil sector. This coy is running a twin engine with both good prospects of high returns in near future. Profit taking will sure happen but saying Q results is bad , you need to have facts to support it or else is no diff with talking trash.

Posted by blgFAT > 2014-02-12 13:10 | Report Abuse

Agreed wth u bro... Yr money yr decision but for me, I based on TA not speculation... Either good or bad news some people wl sell on news but before that happen I cabut first although my TP was RM5 but I hv to wake up before everybody gone... Maybe u hold because yr TP 4... Good luck to you. If touch 4, I'm happy for u... kikiki..

Posted by nicky > 2014-02-12 13:14 | Report Abuse

Not a good sign for d warrant ...

Posted by blgFAT > 2014-02-12 13:28 | Report Abuse

Agree

Posted by invest1818 > 2014-02-12 13:54 | Report Abuse

Bro bldFat, your right and I respect your decision as well but im not speculating it. I'm confident with its financial condition , its future prospect and its aggressive management expansion. This 3 key things makes me go for longer terms. My TP is not 4 or 5 but what i'm looking at its on a different view. If you put in FD for one year interest, it only gives you a 3%++ return. I have gain over 25% from this counter for just a short period of time and I haven't seen it has reach its potential as its core business plus is Palm Oil business sectors will be growing massively. Jackpot will be hit if Palm oil price starts to turn bullish. Don't forget Palm Oil Price has been on a downtrend for the past 2 to 3 years Everything down will goes up eventually and is just a matter of time. I'm happy that you have make some profit from it but can I ask you which counter you will buy after you have sold this? Anymore undervalue counters as good as this to share with us? I'm sure it has but do you agree more research and confidence need to regain again. Thanks for your sharing bro. Invest at your own risk and same goes to me. Responsible at my own decision. If you hold for longer term no need worry about TP, more worry about its business and its potential. Anyhow FD u need wait for 1 year right for the full interest of 3%++ paid out why not hold longer for its dividend and its breakthrough?

Posted by shzewei > 2014-02-12 14:08 | Report Abuse

agree with invest1818. great reply

Posted by blgFAT > 2014-02-12 14:49 | Report Abuse

At the moment no preferable counter. Retreat n wait for Q report.....

Posted by Stock168 > 2014-02-12 14:52 | Report Abuse

X
ANOTHER UNDERVALUED STOCK READY TO MOVE
Dutaland owed 12000 ha plantation Land worth 840m (12000xrm70000 per ha), Abandant Duta Grand Hotel totalling build up to 29th floor (surpose to build 52 storey height) worth 350 m situated In Jalan Tun Ismail and Jalan Ampang KL Town, holding of 52% of 73 acres prime Land In montkiara worth 345m( 73 x rm9.1m/acre x 52%) value at 9.1m/acre consider very prudence as recent transacted price of jalan Ampang current RM 3000/ft. And a Few piece Land In Kl centre, shan alam, Melaka centre etc etc worth 200m and further more with only 80m debt, NTA=1.97. (840m+345m+350m +200m-80m debt)/840m share. besides this, year production of 125,000 ton of FFB Now trade at RM 540/ton.

Dutaland coming quarter result around 5m profit. The turnaround result come from the completion of 38 Shop Houses In Seremban by wholely subsidiary and quarter production of 25000 ton FFB. The FFB price currently trade at 540/ton campare to last quarter 400/ton. Further reduced some interest due to sold out Olympia Plaza. Good rating By analyst can be foresee.

Posted by blgFAT > 2014-02-12 15:10 | Report Abuse

Anyway invest1818, I'm not a salesman... Cause invest at yr own risk...kikiki

Posted by 林俊松 > 2014-02-12 18:14 | Report Abuse

Sienz, today lagi teruk.
Mother still up but my warrant drop.
Apalah~

Posted by tandeklon > 2014-02-12 19:38 | Report Abuse

i am not a fundamental investor despite myself being an accountant because my daily job is to dress up figures and fueling stories for investors. Looking at price and volumn action is more realiable for traders like us. Right now the price momentum for this counter is for real unlike guessing the next Q result. Stay invested because the upside momentum is still intact.

Posted by 林俊松 > 2014-02-12 19:41 | Report Abuse

tandeklon, i think the warrant now had more upside than the mother for now.
It has too low premium as the maturity still 4 yrs away~

Posted by klciklse > 2014-02-12 19:55 | Report Abuse

已涨了一节的美景控股到底值多少？

公司名字 : MKH (美景控股)
代号 : 6114
市值 : 13亿4千5百万（1345m）
每股净利(最近四个季度):29.60仙
本益比 : 13.01倍
每股资产 : 2.72零吉
现价 : RM 3.85
目标价 : RM 5.69
信心指数 : ★★★

业务
MKH的业务 （2013年报告）

房地产与建筑 (Property & Construction )
酒店及产业投资( Hotel & Property Investment )
贸易 ( Trading )
家具制造业 ( Furniture Manufacturing )
种植 ( Plantation )
投资业务 （Investment Holding）
其他 （Others）

前途
该公司以加影为基地的房地产发展，在过去多年以来，一直积极地收购土地和土地发展权，并走出加影区以增强在大吉隆坡的地位。当中包括：
• 收购在加影拥有策略性、占地约18.3英亩发展地段的Budi Bidara私人有限公司股权。
• 收购Puncak Alam资源有限公司的股权，进而取得雪兰莪依约（Ijok）约550英亩的土地发展权。
• 收购Achieve Acres私人有限公司，进而参与士毛月约10.55英亩的土地发展计划。
• 收购士毛月约64英亩土地，并计划发展成住宅商业区，发展总值达3亿令吉。

发展区毗邻捷运站将建成从双溪毛糯直到到加影(Sg Buloh – Kalajng)预计将会在2017完成。轻便铁路（“轻铁”）扩展和捷运（“地铁”）的发展仍然提振了巴生谷的房地产市场。该公相信靠近轻轨和地铁的产业将会享有强劲销售。

该公司今年将推出经济实惠的计划包括558亩的莎阿南新镇区Hill park，及Hill park公寓3。估计发展总值为RM13亿（GDV）策略性地位于Puncak Alam可以方便地前往6个主要的高速公路。此外，公司也将推出的其他计划包括拥有保安管理的房屋计划, 众合性房屋计划在加影和士毛月。

该公司有超过1000亩积累的未开发的土地储备，这将提高公司的GDV接近RM70亿。

该公司为了进一步加强油棕营运效率，公司将从目前的棕油产量提升60吨/小时至90吨/小时。此提升预在2014年6月完成。

该公司相信印尼盾汇率(Rupiah currency)在2014将会走强及棕油价(CPO)至少为每公吨2千500令吉因棕榈油生物柴油（palm biodiesel）的需求将会提升。

早年进军种植业务(2008年)，如今已带来成果，随油棕种植已进入成熟阶段，为公司提供长期性的收益，且未来3至4年可带来强劲的增长因此该业务营收增长动力更是不可忽略。

分析
房地产与建筑
房地产与建筑业务在2013年带来营业额RM 476百万和盈利RM116百万（2012：营业额 RM 390百万／盈利RM 64百万）,2013年利盈率约24% （2012 ：约17%）接下来公司将推出数亿令吉的产业计划,本人相信这将提高房屋售价及有助提高旗下产业需求。该公司以可负担房屋为主，多数在加影一帶，估计每单位价格都低于RM 60万令吉。本人保守估计此业务将保持不变，会为公司带来盈利RM116 百万.

种植业务
种植业务在2013年已经为公司带来营业额约RM100百万（2012 ：RM44百万），公司旗下的种植务至今已完成在印尼种植1万4千400公頃的油棕园，开始生产鮮果串，本人估计如所有的种植成熟将会为公司的营业额带来至少RM200百万（假设棕油价与2013年相同）。2013年棕油价大约是2200令吉左右，本人预测棕油价在2014会在至少每公吨2千500令吉徘徊。2014棕油价相比2013增涨了超过10%， 所以这将会为该公司带来约RM220百万的营业额。估计盈利有RM80百万（成本与2013年相同）。这分析还没纳入公司预测印尼盾会增值，这会为公司带来正面的回报。

酒店及产业投资
酒店及产业投资在2013年带来营业额RM 32百万/ 盈利RM 13百万(2012 : 营业额RM 32百万 / 盈利 RM 20百万)。本人保守估计假设2014年将与2013年相同，那此业务将会为公司至少带来盈利RM 13百万。

家具制造业务
家具制造业务在2013年带来营业额RM 9百万/ 盈利为净亏RM34千,（2012 ：营业额RM 13 百万／盈利RM1百万）。本人相信此业务不会为公司带来明显的贡献。所以将此业务贡献为0.

贸易业务
贸易业务在2013年带来营业额RM 68百万/盈利为RM 3百万(2012 : 营业额RM 63百万/盈利RM 3百万)。如此可见贸易业务较稳定，本人保守估计假设2014年将与2013年相同，那此业务将会为公司带来盈利RM 3百万。

投资业务
投资业务在2013年带来营业额RM 148百万/盈利为RM 11百万(2012 : 营业额RM 157百万/盈利为净亏RM 9百万)。投资业务较风险，本人估计2014年的经济将会保持成长，假设2014年将与2013年相同，那此业务将会为公司至少带来盈利RM 11百万。

总结
随着未来的发展，公司总盈利估计将会达RM 223 百万(每股净利71.14仙）.主要是看好种植业务的成长。以目前经济与轻快铁即将完工看来，这将有利于公司房屋业务表现，并预测公司房屋销售不成问题。此外，在原棕油价格看涨之下，且鲜果串的产量正快速增长，该公司将会从中受益. 本人预测种植业务将为2014和2015财政年的盈利作出极大的贡献。保守估计若本益比8倍,股价也有RM5.69 。公司的前景受看好,股息开始增加，同时股价还被低估。

共勉之

跟踪股帮闲聊分析请到：
https://www.facebook.com/pages/%E8%82%A1%E5%B8%AE%E9%97%B2%E8%81%8A/1407343752839869?fref=ts

Posted by bigFAT > 2014-02-12 23:33 | Report Abuse

blgFAT made zero(may be loss..haha) in sumatec

while

bigFat made thunderous profit from MKH

one is bigFAT..the other is blgFAT ...one makes money... the other just talks...hahaha

Posted by bigFAT > 2014-02-12 23:33 | Report Abuse

people here please beware of the hantu blgFAT...using similar name like me bigFAT

he is so frustrated that MKH is winning while sumatec thumbs down...so he is degrading MKH for his hatred...haha

Posted by tjhldg > 2014-02-13 02:08 | Report Abuse

really itchy to sell this 1

Posted by 林俊松 > 2014-02-13 06:19 | Report Abuse

tjhldg, why sell?
Going to RM5.40 ma~

Posted by 林俊松 > 2014-02-13 06:20 | Report Abuse

If really correction just average down lah.
Long term should b good~

Posted by blgFAT > 2014-02-13 07:54 | Report Abuse

林俊松 agreed long term ok but short term hv to take money first n later comeback.. need to refresh before moving

Posted by Aero1 > 2014-02-13 08:50 | Report Abuse

MKH is building up its investment property for recurring income with the launch of Kajang 2. And this would make the portfolio significant and add to long term profit visibility. MKH envisions K2 as 1Utama of Kajang. Happy Investing!

Posted by blgFAT > 2014-02-13 09:37 | Report Abuse

I told u so yesterday........cabut...lets go for refresh...3.50 is good to enter...unload another 20% at 3.82 ....waitg at 3.50...

Posted by blgFAT > 2014-02-13 09:38 | Report Abuse

still overbought...

Posted by blgFAT > 2014-02-13 09:39 | Report Abuse

wl come another day for my RM5 ...

Posted by blgFAT > 2014-02-13 09:42 | Report Abuse

better run when still in profit or cut loss...always be another day..guys..

Posted by blgFAT > 2014-02-13 10:13 | Report Abuse

After lunch lagi koyak...

Posted by iafx > 2014-02-13 12:35 | Report Abuse

limited correction, saved by cpo price up $17 so far, greater risk is market correction

Posted by 林俊松 > 2014-02-13 14:20 | Report Abuse

The sell down is limited.
My technique is hold on to my shares, if down below RM3.50 then enter more.
This is due to the potential of MKH, I can't afford to miss the boat if it shoot up.

Posted by 林俊松 > 2014-02-13 16:02 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/02/13/CPO-climbs-but-plantations-sink/
The future is there.

Posted by iafx > 2014-02-13 16:21 | Report Abuse

can take own sweet time later slowly buy :D

Posted by bigFAT > 2014-02-13 16:45 | Report Abuse

don'rt worry it is in upward trend...

believe in "bigFAT" ...believe in MKH... don't believe in blgFAT...his sumatec will burn in hell...just watch

Posted by bigFAT > 2014-02-13 16:47 | Report Abuse

kesian sama blgFAT...kahkah...sumatec hancus and bodos

Posted by manmlm > 2014-02-13 18:19 | Report Abuse

bigFAT, u n blgFAT same person la... Here u scare people n promote sumatec, there u promote mkh n scare sumatec people... What a wicked man u are!!

Posted by Ambz > 2014-02-13 18:38 | Report Abuse

agree with you manmln. This opportunist cum salesman should be ignored!!!.. lots of people got trap today. Hope tmrw still hold.

Posted by 林俊松 > 2014-02-13 19:25 | Report Abuse

I totally no worry pun even I'm holding paper lost.
Because I'm confidence with MKH to hit RM5.40 not today but tomorrow~

Posted by mrlim > 2014-02-13 19:36 | Report Abuse

im in, very confident in this undervalued stock

Posted by maxlim > 2014-02-13 20:57 | Report Abuse

Who ask to sell ask him sell to me...banyak banyak pun makan