Posted by Aero1 > 2014-05-23 10:38 | Report Abuse

Just scenario:-
EPS / PE
55 / 8 = 4.40
55 / 9 = 4.95
55 / 10 = 5.50

Posted by bing > 2014-05-23 10:48 | Report Abuse

We always support by top up the stock. No matter top up small or big. We love you until become Giant!

Posted by bing > 2014-05-23 12:16 | Report Abuse

Buy buy buy..

Posted by lcng123 > 2014-05-24 15:00 | Report Abuse

MKH Q2 result going to be release on 27 May, and it expected to be a excellent result.

次季財報公佈即看俏 美景控股母子搶先漲
（吉隆坡23日訊）美景控股（MKH，6114，主要板房產）即將在27日公佈次季業績，獲券商看好，母股和憑單股價早盤暴漲，同步穩守10大上升股榜。
　美景控股開市微揚1仙報3.62令吉，隨后穩步攀高，為10大上升股之一。該股休市暫掛3.71令吉，起10仙，半日易手54萬5800股。
　該股午盤漲勢收窄，跌出10大上升股榜。閉市時，美景控股報3.62令吉，起1仙，成交量98萬6900股。
　美景控股-WB（MKH-WB，6114WB，主要板憑單）開市揚3仙至1.93令吉，隨后漲勢加速，休市前就為10大上升股之一；該股休市漲15仙掛休2.05令吉。
　午盤間，美景控股-WB繼續穩守10大上升股榜。閉市時，報2.01令吉，起11仙，成交量24萬300股。
　據安聯星展證券研究分析報告，比預期強的原棕油價格可抵銷較低油棕樹鮮果串收益、為高達6億200萬令吉未進賬銷售進行進度收賬，及從印尼種植業務貸款獲得約2000萬令吉外匯收益，可助推動美景控股截至本財年次季業績表現。
　該行維持“買入”投資評級，同時大幅調高目標價至5.85令吉。
　興業證券研究技術分析員莫哈末阿斯拉夫指出，美景控股股價一向都穩健整盤，阻力水平是介于3.80至4令吉。若能衝破，就具有很大上升趨勢潛能。

http://www.chinapress.com.my/node/528762

Posted by Aero1 > 2014-05-25 21:23 | Report Abuse

KUALA LUMPUR (May 23): MKH Bhd shares were among the top gainers on the
stock exchange today on an analyst’s bullish predictions that the company is set to
book impressive second quarter results.
At 11am, MKH shares rose 14 sen to RM3.75 with 385,900 shares done.
AllianceDBS Research has maintained a high conviction Buy rating on the stock and
has raised its target price to RM5.85 from RM4.50.
Analyst Quah He Wei of Alliance DBS said: “MKH is set to book impressive 2QFY14
results, premised on stronger international depository receipts resulting in circa
RM20 million FX gains from US$80 million borrowings for the Indonesian plantation
business, stronger-than-expected CPO prices (+15% y-o-y) fuelled by concerns
adverse weather would drive down fresh fruit bunches (FFB) yields, and progressive
billings of record high unbilled sales of RM602 million.”
“We raise our SOP-derived TP to RM5.85 (ex-bonus issue), after incorporating profit
from unbilled sales and near-term launches, and imputing the latest DBS Vickers
CPO price forecasts. MKH is a rare gem that offers both deep value and strong
earnings growth unrivalled by peers,” said Quah.
Mohammad Ashraf, technical analyst with RHB Research Institute told
theedgemalaysia.com that the stock had consolidated well and there seemed to be
an uptrend.
“The key resistances for the stock are at RM3.80 and RM4. The stock should see
further upside if those resistances are broken,” he said.

Posted by Aero1 > 2014-05-25 21:32 | Report Abuse

Before ex - 5.40 After ex - 5.85.
Unbilled sales always lag .. the amount is much higher if bookings are included.

Posted by Aero1 > 2014-05-25 21:37 | Report Abuse

Market accords 1.3 billion value to Matrix Concept .. but only 500 million to MKH.
Business model of MKH is more sustainable than Matrix.

Posted by Aero1 > 2014-05-25 21:39 | Report Abuse

Prefer leverage .. consider warrant with conversion price of 1.89. Happy Investing!

Posted by tonylim > 2014-05-26 08:47 | Report Abuse

Thks for the updates aero

Posted by watchme > 2014-05-26 12:39 | Report Abuse

when will fly??

Posted by tonylim > 2014-05-26 14:58 | Report Abuse

Kekeke already fly 485 some months ago

Posted by Aero1 > 2014-05-27 13:56 | Report Abuse

2Q 2014
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1634649

Posted by Aero1 > 2014-05-27 14:09 | Report Abuse

Agree .. best is yet to come

Posted by silver_zen > 2014-05-27 14:11 | Report Abuse

Q2 result very pretty!!! will fly later....

Posted by sim2468 > 2014-05-27 14:12 | Report Abuse

Buy on low, brothers and sisters!

Posted by Tornado > 2014-05-27 14:16 | Report Abuse

remember ... buy on rumours sell on news bro n sis

Posted by Tornado > 2014-05-27 14:17 | Report Abuse

look at huayang a typical good example

Posted by Overweight > 2014-05-27 14:31 | Report Abuse

good q result.

Posted by Aero1 > 2014-05-27 14:39 | Report Abuse

See the growing unbilled property sales .. property revenue and profit is visible up to FY 2015.

Posted by Aero1 > 2014-05-27 14:42 | Report Abuse

Excluding the forex gain .. plantation margin is very impressive. Hardly can recall anyone from the big boys has this .. and at this age of trees.

Posted by Aero1 > 2014-05-27 14:45 | Report Abuse

Elder Chen said .. In the pipeline, we are actively looking out for lands within and outside Malaysia to expand our property and plantation business.

Posted by Overweight > 2014-05-27 14:46 | Report Abuse

Plantation

This division recorded higher revenue and profit before tax from the sale of CPO and palm kernel of RM74.8 million and RM32.3 million for the current YTD as compared to the preceding YTD of RM42.7 million and RM10.9 million. The increase in profit before tax was partially due to inclusion of unrealised foreign exchange gain of RM9.5 million in current YTD as compared to preceding YTD of RM40,000 as a result of the strengthening of Rupiah against the USD and the RM from its borrowings.

Posted by 林俊松 > 2014-05-27 17:00 | Report Abuse

I just bought into MKH-WB at RM2.12.
Scary~

Posted by Johann5354 > 2014-05-27 17:16 | Report Abuse

Hi, I am a new user , nice to meet u all brother and sister

Posted by Johann5354 > 2014-05-27 17:22 | Report Abuse

I had brought the mkh just now . The result was so beautiful , but why the price still drop again... Anyone sifu can tell us.... Very appreciate ^^thank you

Posted by 林俊松 > 2014-05-27 18:09 | Report Abuse

Johann5354, nice to meet u too.
The result just out this afternoon, need time for analyst & uncle aunty to read newspaper 1st.
Expect 1 week lah, today if they read newspaper or weekend research about it.
Then, the price will start to move le.
The highest peak is RM4.92, after bonus issue of 1:5 should b RM4.10 but mother now only RM3.66, value buy lah~

Posted by 林俊松 > 2014-05-27 18:47 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/05/27/MKH-Q2-earnings-surge-300pct-to-RM50pt7m/

Posted by Johann5354 > 2014-05-27 19:59 | Report Abuse

Thank 林俊松，i hope those uncle Aunty tomorrow go to bank withdraw the money to invest this counter after read the report ^^

Posted by Johann5354 > 2014-05-27 20:00 | Report Abuse

美景次季淨利增3倍‧林木生首季賺1119萬2014-05-27 16:57





（吉隆坡27日訊）兩家華資產業公司今日同時公佈最新業績，其中美景控股（MKH,6114,主板產業組）在核心業務上漲和外匯盈余的雙重激勵下，帶動第二季淨利飆升300%，至於林木生集團（LBS,5789,主板產業組）因稅務拖累而導致首季淨利下跌11.92%，不過有信心接下來業績將逐步改善。

歸功於產業與種植臂膀表現強勁，以及高達2千940萬令吉外匯盈餘，美景控股截至2014年3月31日止第二季淨利從前期的1千267萬4千令吉增長300.03%至5千零70萬令吉，推高首半年淨利走揚43.94%至6千748萬3千令吉，去年同期為4千688萬2千令吉。
次季營業額走高37.1%至1億8千814萬7千令吉，令上半年營業額達3億7千零64萬2千令吉，按年增長30.02%。
該公司執行主席拿督斯里曾貴秋在文告中表示，集團的產業發展和種植核心業務均取得穩定增長，主要是旗下產業發展項目獲得購屋者良好回響，令今年新推介項目銷售亮眼，同時印尼1萬6千公頃油棕園丘果樹年齡仍嫩，相信當果樹在2017年達到產量巔峰期時將大大推動業務增長。
覓外開拓兩核心業務契機
“展望未來，產業發展與油棕種植業務增長動能將可持續。我們在加影和大吉隆坡地區的黃金發展地庫仍有高達62億令吉的發展總值潛能，同時集團也積極探討在海內外開拓兩大核心業務的機會。”
目前，種植業務貢獻美景控股營業額和盈利的20%，預見隨著果樹日趨成熟，未來原棕油和棕仁油銷售將顯著增長。
放眼發展總值達14億新房產
另外，曾貴秋說，集團放眼在今年推介發展總值達14億令吉的新產業發展項目，其中半數將在下半年推介，有信心銷售動能將在新產業推介支撐下加快，全年新增銷售8億令吉目標上軌。
至於林木生集團則受稅務影響，截至今年3月31日止首季淨利下跌11.92%，從1千270萬4千令吉跌至1千119萬令吉。
首季營業額和稅前盈利分別增加34.4%和12.18%，各報1億4千542萬3千令吉和1千810萬2千令吉。
該公司在初步報告中說，雪隆、金馬崙和峇株巴轄的房產計劃貢獻增加，推高首季營收。
該公司指出，截至4月止未進賬銷售達7億1千500萬令吉，有信心現財政年業績將逐步改善。（星洲日報／財經）

Posted by 林俊松 > 2014-05-27 21:08 | Report Abuse

Target price RM5.40~

Posted by sunztzhe > 2014-05-27 21:29 | Report Abuse

Excellent results for MKH. Future results will be even better. Can collect MKH on any price weakness.

Posted by ahlek888 > 2014-05-27 22:08 | Report Abuse

where's the next weakness?

Posted by stupid168 > 2014-05-27 22:47 | Report Abuse

sell the news...

Posted by stevenlum81 > 2014-05-28 00:18 | Report Abuse

really hope it will shot shot shot.... and all mkh investors will huat huat huat...

Posted by sim2468 > 2014-05-28 03:15 | Report Abuse

Sure huat huat huat! But be patience, take times!

Posted by sim2468 > 2014-05-28 03:17 | Report Abuse

Buy on down below $4, sure got profit! But need to wait!

Posted by bsngpg > 2014-05-28 07:36 | Report Abuse

My fast calculation may be inaccurate. Just want to cool myself down.
Excluding one off gain(rupiah) RM19.4 mil; PAT=50.7-19.4=21.3 mil and eps = 5.08sens ONLY.

Annualized 5.08= 20.3 sens. At RM3.66, PE = 18X.
How much more room for it to go up ?

OK, let's say PE at 20x, it is at RM4 only. Is this RM0.40(4.0-3.6) upside so great to shout loud ?

Pls do not shot me, as I have lot of MKH on hand.

Posted by dalpinia > 2014-05-28 07:59 | Report Abuse

Agree...sell on news

Posted by multibagger > 2014-05-28 08:23 | Report Abuse

Hi bsng....just to highlight yr calculation 50.7 - 19.4 shud b 31.3, not 21.3.

Posted by bsngpg > 2014-05-28 08:43 | Report Abuse

Thks. The one off gain is 29.4 mil. Typed wrongly as 19.4. The eps is still right.

Posted by pputeh > 2014-05-28 09:14 | Report Abuse

This stock should run tday esp after such good results.

Posted by Aero1 > 2014-05-28 09:43 | Report Abuse

bsngpg .. your calculation should take in the tax element. Also the Q2 forex gain was just to reverse the huge loss in Q1, so cumulatively the impact is not huge. :-)

Posted by bsngpg > 2014-05-28 10:09 | Report Abuse

Hi Aero1: Thks for yr comment.

I opine that MKH is doing well and in growing track but not to the level that we should rush in basing on its latest result on Q2 or 1st H. I will hold this counter longer but not to add more at the current price. Good luck.

Posted by Aero1 > 2014-05-28 10:14 | Report Abuse

DBS values MKH at RM2.5 bil. But now MKH only at RM1.5 bil. Datasonic now at RM2.5 bil. Which one will you invest?

Posted by sunztzhe > 2014-05-28 10:53 | Report Abuse

FA for MKH will improve further. TA already oversold. Time to re-initiate position in MKH.

Posted by bing > 2014-05-28 13:37 | Report Abuse

Up up up...

Posted by 林俊松 > 2014-05-28 14:00 | Report Abuse

MKH must shoot up further!!!

Posted by Count3 > 2014-05-28 20:15 | Report Abuse

Up up up up!

Posted by 林俊松 > 2014-05-28 20:18 | Report Abuse

So sienz, my MKH-wb drop.
=(

Posted by Joel > 2014-05-28 21:41 | Report Abuse

Be patient, Lim..