Posted by bsngpg > 2014-05-14 09:53 | Report Abuse

Hi Aero : Can you pls teach me how to calculate value of plantation biz of MKH at 1.2 bil?

Posted by Aero1 > 2014-05-14 10:09 | Report Abuse

Hi bsngpg, I'm just like you. DBS research said it worth that using DCF method.
Planted field now changed hands at 70 to 75k per ha. MKH has got 15.9k ha. Not taken into account the palm oil mill.
Average age of the trees is 5-year .. entering prime category. Plus CPO is trending up.

Posted by Aero1 > 2014-05-14 10:40 | Report Abuse

The proxies - IOI, KLK and UP are moving higher .. market expect higher CPO price ahead.

Posted by Aero1 > 2014-05-14 10:44 | Report Abuse

Look at the IDR .. strengthened by 0.5% today.

Posted by Overweight > 2014-05-14 16:12 | Report Abuse

Ex - Bonus 15 May 2014.

Posted by tonylim > 2014-05-14 18:17 | Report Abuse

bsng, I read you.
Aero thanks.

Will re visit after tomorrow

Posted by tonylim > 2014-05-14 18:18 | Report Abuse

lcng, starts tomorrow whether to buy in again

Posted by bing > 2014-05-14 20:00 | Report Abuse

All huat ahh next Q!

Posted by bsngpg > 2014-05-14 22:17 | Report Abuse

Aero1 : thks for the kind explaination

Posted by Count3 > 2014-05-14 23:17 | Report Abuse

http://www.palmoilhq.com/PalmOilNews/palm-oil-prices-to-hit-3000ton-by-june-may-reach-3500ton-on-el-nino-mistry/

Posted by bsngpg > 2014-05-15 06:40 | Report Abuse

MKH : let's start the new chapter. But please do not "play play".

Posted by Aero1 > 2014-05-15 09:58 | Report Abuse

bsngpg .. with pleasure.

Posted by Moonquake > 2014-05-15 10:39 | Report Abuse

Sorry, newbie here. Can someone help to explain how to calculate today's price before ex-bonus issue?

Posted by lim90210 > 2014-05-15 11:08 | Report Abuse

When can we get the bonus share? How can i check?

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

Entitlement/Transfer Date 19/05/2014

Posted by hakubasnow > 2014-05-15 15:18 | Report Abuse

Last cum price : RM4.47
Bonus Issue 1 for 5

---------------------------------------------
Adjusting shares price for Bonus Issue
---------------------------------------------
( 4.47 X 5 existing shares )/ 6 ( 4 existing shares + 1 bonus )
22.35 /6
Theoretical Ex-Bonus price = RM3.73

Posted by aaj9393 > 2014-05-15 16:40 | Report Abuse

Why Mkh drops everyday ?

Posted by bing > 2014-05-15 17:16 | Report Abuse

aihhh.. nobody can answer!

Posted by Moonquake > 2014-05-15 23:07 | Report Abuse

Thanks hakubasnow for the explanation.

Posted by Count3 > 2014-05-15 23:35 | Report Abuse

Sweat..

Posted by seowwt > 2014-05-16 09:02 | Report Abuse

just wait for the quarterly result to push the price back up again

Posted by Aero1 > 2014-05-16 09:53 | Report Abuse

http://klse.i3investor.com/blogs/koonyewyinblog/52183.jsp

Posted by seowwt > 2014-05-16 11:10 | Report Abuse

if Monday they throw their bonus shares I would pick up some. I think 3.59 today over correction

Posted by Heng611 > 2014-05-16 11:46 | Report Abuse

Ya, I will buy some, Mkt Cap (MYR)=1,501,429,596 is under value.

Posted by seowwt > 2014-05-16 12:02 | Report Abuse

Remember before the bonus issue it was valued by analysts at RM5.00. With bonus issue adjustment RM4.17

Posted by Overweight > 2014-05-16 15:44 | Report Abuse

the warrant exercise price now adjusted to RM1.89 each.

Posted by Heng611 > 2014-05-16 19:09 | Report Abuse

Have to wait for the big boss come back from holiday.

Posted by Heng611 > 2014-05-17 12:31 | Report Abuse

bing, long time ago, who buy MKH is invest buy and keep, just like me. at than time no one sell low, you want to buy have to buy at my price therefor no volume. after the DBS research, contra player come-in. now you know why price down and down.

Posted by Heng611 > 2014-05-17 12:34 | Report Abuse

I keep the warrant for 9 months, profit RM16K, mother for 5 year....

Posted by bing > 2014-05-17 13:38 | Report Abuse

Heng611, yes we still believed it for long run. That's why I top up fews yesterday 3.57

Posted by Daniel Twj > 2014-05-19 10:15 | Report Abuse

Many will sell tomorrow after they get their bonus.

Posted by lcng123 > 2014-05-19 10:56 | Report Abuse

no point they sell after they get the bonus because there was no changes in the value for the shares they hold. at this adjusted price of RM3.60, chance for you to top up for long run as mkh will submit a excellent result for quarters coming.

Posted by bing > 2014-05-19 13:02 | Report Abuse

Must be confidence with the coming quarterly result. 1 more week.

Posted by wwwcomment > 2014-05-19 14:15 | Report Abuse

How come I have not yet got my bonus shares? Anybody got thier yet?

Posted by bing > 2014-05-19 16:37 | Report Abuse

Actually just not yet key in to us.

Posted by Daniel Twj > 2014-05-19 18:03 | Report Abuse

Will get 20 May

Posted by Aero1 > 2014-05-20 13:37 | Report Abuse

http://www.kinibiz.com/story/launches/86766/mkh-unveils-hillpark-shah-alam-north.html

Posted by Aero1 > 2014-05-21 09:23 | Report Abuse

Why Chen's company disposed shares via married deal at RM3.80 a share?
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1627025

Posted by Aero1 > 2014-05-21 09:24 | Report Abuse

Buyer of the shares is a foreigner?
Married deal with TASEC NOMINEES (ASING) SDN. BHD. (Qualifier: Exempt An For Phillip Securities Pte. Ltd. (Clients))

Posted by Aero1 > 2014-05-21 09:27 | Report Abuse

Chen can profit RM800k if he buys the shares now from the open market. Not bad a deal.

Posted by Aero1 > 2014-05-21 10:06 | Report Abuse

Will MKH declare interim dividend? Both engines should now generate positive cash flow.

Posted by Heng611 > 2014-05-22 11:30 | Report Abuse

Big boss sell at RM3.80, Please sell at 3.80 la, dont sell down.

Posted by Aero1 > 2014-05-22 15:12 | Report Abuse

Public Bank owns 9.8% MKH shares.

Posted by bing > 2014-05-22 15:28 | Report Abuse

MKH we are waiting for You! Huat ahh...

Posted by Count3 > 2014-05-22 20:49 | Report Abuse

Here comes the Positive energy..up up up!

Posted by Aero1 > 2014-05-23 09:41 | Report Abuse

Eddy Chen said, MKH has achieved RM400 million property sales .. on track to achieve RM800 million sales for FY 30/9/14. Coming quarterly report should disclose higher unbilled sales .. good to future profit visibility.

Posted by Aero1 > 2014-05-23 09:48 | Report Abuse

Look at TSH Resource's recently announced results .. good feel that MKH will do the same for its plantation.

Posted by Aero1 > 2014-05-23 10:02 | Report Abuse

Raffles International School with built up of 224,736 sq. ft. starts contributing to MKH property investment portfolio .. recurring income.

Posted by Aero1 > 2014-05-23 10:11 | Report Abuse

MKH is realising its ambitious plan on high rise projects. Good sales/booking from MKH Boulevard, Saville@Kajang and soon to be launched Saville@Cheras.

Posted by 9888 > 2014-05-23 10:15 | Report Abuse

finaly, it wake up