Posted by Ojwong > 2013-05-14 19:31 | Report Abuse

Price soaring post GE13

Posted by iafx > 2013-05-22 12:02 | Report Abuse

until today it haven't stop soaring, properties counters rock!

Posted by caven101 > 2013-05-31 12:54 | Report Abuse

any idea on this counter? drop so much, can enter or not?

Posted by danielttoob > 2013-05-31 14:29 | Report Abuse

Can enter as long as u hav the holding power...i miss the cutting point at 2.8...hopefully rebound back

Posted by Johari > 2013-05-31 15:17 | Report Abuse

Stock is down due to poorer than expected 2Q results after a strong showing in 1Q. This is not a concern and largely due to timing of property billings with plantation filtering through nicely. Can't be a better time to load up.

Posted by Surin > 2013-06-03 16:09 | Report Abuse

Can it possibly bounce back?

Posted by Johari > 2013-06-04 10:48 | Report Abuse

This is an underresearched gem which will eventually morph into a resourced based stock. Property land bank also benefits from presence from MRT stations giving them strong pricing power and assured take ups. Don't miss the forest from the trees.

Posted by Surin > 2013-06-06 17:07 | Report Abuse

Hope will bound back tmrw to at least 2.6...

Posted by Surin > 2013-06-07 11:21 | Report Abuse

Stagnant now!

Posted by 逍遥子 > 2013-06-14 09:50 | Report Abuse

Buy and hold ! Mid term TP $3

Posted by Surin > 2013-06-18 18:28 | Report Abuse

Going down today. Doesnt show like a good counter.

Posted by 逍遥子 > 2013-06-21 15:46 | Report Abuse

Good time to buy !!

Posted by Surin > 2013-07-01 20:34 | Report Abuse

But running out of bullets already.

Posted by 逍遥子 > 2013-07-09 11:21 | Report Abuse

Plantation counter is getting active a bit for the last few trading days, keep an eye on it.

Posted by 逍遥子 > 2013-08-06 15:28 | Report Abuse

Some small action is noted...... :)

Posted by 逍遥子 > 2013-08-06 18:18 | Report Abuse

MKH paid $30.6 mils for a company that have an exclusive development right to develop approximately 550 acres of land in the District of Kuala Selangor, the land belonging to TM Facilities Sdn Bhd.

http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/all/B5FAEE4E5B4D6EE148257BBF00348772/$File/Proposed%20acq%20of%20Puncak%20Alam%20Resources%20(06.08.13).pdf

Posted by 逍遥子 > 2013-08-13 17:00 | Report Abuse

Everyday up a bit.....slowly but steady !!

Posted by 逍遥子 > 2013-08-16 10:08 | Report Abuse

Steady......

Posted by jennylee1382 > 2013-08-16 11:18 | Report Abuse

逍遥子 still can buy in MKH at RM2.74

Posted by 逍遥子 > 2013-08-16 11:58 | Report Abuse

Jenny, My cost is around $2.47 and my long term TP is set around $3/$3.1 but it will depend on the CPO price as well as the company's property development performance.

Posted by jennylee1382 > 2013-08-16 12:08 | Report Abuse

逍遥子 can i add you in FB, or you can add me in FB

Posted by 逍遥子 > 2013-08-16 12:11 | Report Abuse

Jenny, I don't discuss stock in my FB !

You can add me if you want.

Posted by mmtalents > 2013-08-16 12:12 | Report Abuse

launching MKH World mixed development in serdang, may be will get some attention from investors now.

Posted by jennylee1382 > 2013-08-16 12:38 | Report Abuse

逍遥子 what's yr email

Posted by 逍遥子 > 2013-08-16 13:06 | Report Abuse

kltneoh@yahoo.com.hk

Posted by jennylee1382 > 2013-08-16 13:19 | Report Abuse

逍遥子 can't find you or you add me jennyleeyl@gmail.com

Posted by Aero1 > 2013-08-16 17:12 | Report Abuse

15000 ha of palm oil says yield of 6 ton per ha at CPO price of 2,400...this could generate 25sen EPS.
Property segment should be able to generate at least 20sen EPS historically.
Total 45sen EPS at 8 times PE means share price of RM3.60
MKH is about to cross 1bil market cap.

Posted by 逍遥子 > 2013-08-19 10:24 | Report Abuse

Slow but Steady

Posted by Aero1 > 2013-08-19 10:55 | Report Abuse

I wonder how much MKH could make from being a main contractor (upgraded from 2rd-tier contractor after buying out Puncak Alam Resources' shareholders for 30 mil. The GDV of Hill Park Shah Alam is about 1 bil.
Nevertheless it is a piece of good news. Exclusive development right on sizable land 550 acres.

Posted by 逍遥子 > 2013-08-19 10:59 | Report Abuse

The property sector for MKH is nothing to shout about, it is the plantation sector (15,000 hectar) is the surprise package.

Posted by Aero1 > 2013-08-19 11:59 | Report Abuse

Yes plantation will be a booster. But MKH has been putting lots of resources in the property recently. I like its plantation segment being an earnings 'smoother' over the years to come rather than an earnings surprise. Afterall plantation earnings are foreseen and depending on yield and CPO prices. But it will be a surprise if MKH can increase oil palm landbank to become a mid size player.

Posted by Aero1 > 2013-08-19 15:36 | Report Abuse

Could the catalyst be crossing the 1 bil market cap?

Posted by Aero1 > 2013-08-20 08:53 | Report Abuse

Mr Chen family continues to buy shares from the open market ..

Posted by 逍遥子 > 2013-08-20 11:12 | Report Abuse

Accumulation is on going for the last few weeks, just waiting the "show" to come out only.

Posted by Khai Loon > 2013-08-20 13:13 | Report Abuse

xiao yao zhi, i notice the stock you recomended are very good and potential....beside MKH & kfima, what else you recomend?

Posted by 逍遥子 > 2013-08-20 13:24 | Report Abuse

Khai Loon, I will only posted in the forum for the counters that is worth fundamental plays and for mid/long term holding only.

For long term holding I am currently holding Tambun, MKH & Kfima only, whereas for short term play counters I will not posted them in the forum cause short term trade is very subjective and I am not a short term good trader either.

Posted by Aero1 > 2013-08-20 14:09 | Report Abuse

Hi 逍遥子 mind to share what you mean the "show"?

Posted by 逍遥子 > 2013-08-20 14:12 | Report Abuse

Aero1, no special meaning just that I notice that looks like there are some people collecting this counter for the last few weeks, and hopefully once they collected enough then there will be a big push !!

Anyway it is just my guess.

Posted by Aero1 > 2013-08-20 15:00 | Report Abuse

Hope next week quarterly results would 'energise' the push :)
Anyway I'm in this counter just like you for mid to long term holding.

Posted by lching > 2013-08-20 15:05 | Report Abuse

once you are in the market, you cannot be 逍遥anymore, hahaha

Posted by Aero1 > 2013-08-20 15:21 | Report Abuse

lching 說的也是!

Posted by Ooi Cheng Kee > 2013-08-20 15:23 | Report Abuse

all kena goreng until green face.

Posted by 逍遥子 > 2013-08-20 15:25 | Report Abuse

Yes and No,

first thing is..... I invest in share market just to hope that to make some extra kopi $$$ not expected to make a fortune from share market.

and most of the time I only buy good fundamental counter with reasonable good dividend yield, in case of stuck just take it as FD.

So, I always take it easy with the market up and down.

Posted by Aero1 > 2013-08-20 16:28 | Report Abuse

Public bank is known to be prudent, at least relatively among the banks here. I find Public bank's retirement fund, a substantial shareholder in MKH, offer lots of comfort to me to invest in this company.

Posted by lching > 2013-08-20 20:15 | Report Abuse

Aero1.....u mean unit trust fund? you will find another fund is another property counter's substantial shareholder, hehehe

Posted by Aero1 > 2013-08-21 09:22 | Report Abuse

lching ... it is not unit trust fund. It is a dedicated retirement fund for the officers of the bank. This retirement fund owns 9% stake.

Posted by Aero1 > 2013-08-21 09:40 | Report Abuse

The retirement fund is managed by trustee made up entirely of the senior management of Public Bank. Has more than RM600 mil equity investment .. of course more than half is in Public Bank's shares.

Posted by 逍遥子 > 2013-08-22 17:46 | Report Abuse

Slaughter day.......

Posted by danielttoob > 2013-08-23 00:41 | Report Abuse

Good level to acquire

Posted by Aero1 > 2013-08-24 11:35 | Report Abuse

Still below NTA ..
1Utama in Kajang .. potential for recurring income from property investment in retail complex, car park, hotel, offices ..
If Public Bank's retirement fund can make this counter as its long term investment, why can't you?
MKH shares the same thing with Public Bank .. never loss money before even during crises times .. that says tonnes of risk management and business sustainability.