Posted by alibabacoming > 2014-12-28 23:42 | Report Abuse

Good news ahead

Posted by Kingston1 > 2014-12-29 11:21 | Report Abuse

Heard that dividend 10cents is coming next month. Hoho! Huat la

Posted by lowdensity > 2014-12-29 13:31 | Report Abuse

15% (10 cents) for those who bought at 70 cents

Posted by Kingston1 > 2014-12-29 14:30 | Report Abuse

Even if buy now at 2.71 also can receive 3.69% of dividend. Flying soon.

Posted by kenken85 > 2014-12-29 23:45 | Report Abuse

wa,, seriously kingston? 10 cents will b a lots.. it will make up to 7.2%. haha..

Posted by lowdensity > 2014-12-29 23:53 | Report Abuse

if 10 cents then will surge to 2.79 sooner +/-

Posted by Alex Chong > 2015-01-06 17:00 | Report Abuse

Last quarter report 2014 will out by end Feb. Do some home work, don't just follow rumor.

Posted by lowdensity > 2015-01-06 18:18 | Report Abuse

may i know what's the rumor?

Posted by goflykite > 2015-01-07 10:00 | Report Abuse

MKH is affected by the weakening ringgit....perhaps they have huge borrowing in USD

Posted by Funtrade > 2015-01-20 21:46 | Report Abuse

BUY MKH

Posted by Heng611 > 2015-01-23 11:22 | Report Abuse

buy mkh and warrant

Posted by fast > 2015-01-25 16:40 | Report Abuse

Folks, stay tuned! MKH was RM4.85 on 3 April 2014, now only RM2.72, 44% discounted price! Even Alliance gave target price of RM5.40!

Posted by bsngpg > 2015-01-25 17:03 | Report Abuse

Hey man, pls be informed that there was a 1:5 bonus issue in May 2014 which adjusted down the mkt price after the ex-date.

Anyway, the current 2.72 is still a steep discount from the height recorded last year.

Posted by fast > 2015-01-25 19:03 | Report Abuse

Yeah, I know that...

Posted by bsngpg > 2015-01-25 21:06 | Report Abuse

From good side, people say MKH has double growth engines which are properties and plantation, thus its future is very bright. On the flip side, both sectors are in pessimistic mode now and in foreseeable short future thus I do not think its share price will bounce back anywhere close to its previous height. It's dividend is not great too.

p/s. I sold 60% of my MKH at 3.40 after ex bonus and keep another 40% till now.

Posted by paperplane > 2015-01-27 01:04 | Report Abuse

Both property, plantation no good. Same to its price

Posted by kenken85 > 2015-01-27 09:39 | Report Abuse

bsngpg, why the dividident is not great? it is consider not bad right? is around 5.3%, for me it is not bad. of cuz there is other share provide better dividend.

Posted by kenken85 > 2015-01-27 10:40 | Report Abuse

http://www.theedgemarkets.com/my/article/mkh-continues-achieve-strong-property-sales

Posted by fast > 2015-01-27 14:22 | Report Abuse

http://www.theedgemarkets.com/my/article/alliancedbs-research-maintains-buy-mkh-cuts-target-rm410

Posted by Aero1 > 2015-01-29 08:30 | Report Abuse

Land price can only go up over time for both the property and plantation. And it is there you could see.

Posted by fast > 2015-01-30 19:03 | Report Abuse

http://eresearch.bursamalaysia.com/download.aspx?id=16473&type=research

latest research report

Posted by Aero1 > 2015-02-02 11:43 | Report Abuse

This is significant as it changes the exposure structure. Said the Chairman:
...We have started exporting CPO in USD since the tax-free exports announcement in Indonesia late last year. To cater to our fast growing FFB volume, our CPO mill has also been upgraded to 90MT/hour from 60MT/hour.

Posted by CK > 2015-02-02 20:43 | Report Abuse

http://news.sinchew.com.my/node/408390

Posted by Aero1 > 2015-02-04 11:26 | Report Abuse

MKH is expecting 360 MT of FFB in FY2015.
At OER of 22% and average CPO of RM2,200, plantation could bring EPS of 18 to 20 cents.
Property in the past showed it could bring EPS 20 cents.

Total EPS 40 cents with
PE 8 _ Price RM3.20
PE 9 _ Price RM3.60
PE 10 _ Price RM4.00

Happy investing!

Posted by lcng123 > 2015-02-05 16:52 | Report Abuse

earo1, your calculation a bit Exaggerated. with 360mt ffb, 22% oer and cpo price at rm2,200/mt, the plantation revenue around rm174mil. from past record, the net margin around 13%, net profit around rm22,6mil. with total share 419.4mil, plantation contribute group's eps around 5-6sen only.

Posted by Aero1 > 2015-02-06 09:30 | Report Abuse

Plantation margin should be higher than property development but lower than property investment. Forex set aside.

Posted by Aero1 > 2015-02-06 09:33 | Report Abuse

It is still attractive ..

Posted by lcng123 > 2015-02-07 23:12 | Report Abuse

definitely mkh is attractive. at this moment, plantation sector contribute 20% only of the total revenue of mkh. effort to increase the plantation land bank need to carry on.

Posted by K.H > 2015-02-13 23:13 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1877237

Posted by Aero1 > 2015-02-14 11:38 | Report Abuse

Great! 7sen for q1.
Eps full year 35 to 40 sen.
Strong operating cash flow .. 1q is more than enough to pay 15sen dividend.
Mkh started to invest in fixed income funds .. it shows more free cash now.
All divisions show improved operating results.
Happy investing!

Posted by Aero1 > 2015-02-14 11:39 | Report Abuse

Impressive plantation revenue growth.

Posted by Aero1 > 2015-02-14 22:23 | Report Abuse

Very suprised! 85 mil USD loan but no forex loss in q1?

Posted by CK > 2015-02-15 20:21 | Report Abuse

8 sen dividend ??
http://www.nanyang.com/node/681948?tid=462

Posted by bsngpg > 2015-02-15 20:47 | Report Abuse

Pertaining to the 8 cents dividend, it is very confusing. My understanding is that there is no dividend announced for the current qtr. The 8 cents which creates confusion was of FY End Sep14 which was declared on 10 Oct 14 and paid on 11 Nov 14 (item A7, pg 7 & item B11, pg 16).

Posted by lcng123 > 2015-02-15 23:25 | Report Abuse

Aero1, in fact q1 forex gain 300k due to strong rupiah vs rm that can cover weaken rupiah vs usd. plantation doing excellent with 62.4mil turnover. i think the output of ffb will be getting stronger in quarters coming.

Posted by Aero1 > 2015-02-16 08:30 | Report Abuse

lcng123 .. may be composition of the USD assets and liabilities is different now .. better hedged.
Remember in the annual report it said .. started to export CPO in USD. If this is confirmed .. lower volatility of forex is a great news. Can concentrate on the core profits.

Posted by lcng123 > 2015-02-16 23:17 | Report Abuse

the boss said they will reduce the borrowings in usd which is currently stood at usd 85mil.

Posted by Aero1 > 2015-02-17 10:37 | Report Abuse

Cash churned out from operations a year may amount up to 300 mil. If nothing significant is spent, the company is capable of settling all debts within 2 to 3 years. But then no good if no leverage.

Posted by fast > 2015-02-24 19:43 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/list-of-companies/plc-profile.html?stock_code=6114++++

TP: RM4.10

Posted by CK > 2015-02-26 16:44 | Report Abuse

http://biz.sinchew.com.my/node/110497?tid=18

Posted by K.H > 2015-03-06 20:31 | Report Abuse

Changes in Director's Interest (S135)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1896149

Posted by Aero1 > 2015-03-22 22:45 | Report Abuse

The best yet to come ..

Posted by Aero1 > 2015-03-22 22:48 | Report Abuse

If Tan Sri Teh (Public Bank) has confident .. I will follow him.

Posted by tonylim > 2015-03-23 13:32 | Report Abuse

Sorry aero
how did ts teh come into the picture.
public mutual?

Posted by Aero1 > 2015-03-25 08:49 | Report Abuse

Public bank has been a substantial shareholder for many many years.

Posted by tonylim > 2015-03-25 09:17 | Report Abuse

I see.
tq aero

Posted by superman11 > 2015-04-15 08:25 | Report Abuse

May I know is this counter can hold for long term or not?

Posted by fast > 2015-04-17 16:25 | Report Abuse

Take note of this guys:

Public Bank Group Officers' Retirement Benefits Fund 6.337%
Public Bank Group Officers' Retirement Benefits Fund 3.448%
Dimensional Emerging Markets Value Fund 0.677%
Affin Hwang Aiiman Growth Fund 0.501%
Affin Hwang Growth Fund 0.392%

Investing funds still holding MKH, we must be patient to wait the price rebound.

Posted by Investeye > 2015-04-23 20:01 | Report Abuse

It is worth to relook MKH again as further downtrend is limited and open a good opportunity to accumulate if the price is further down.

Posted by Investeye > 2015-04-24 12:06 | Report Abuse

Matched at RM2.65.. my 1st return after sometime ago.