MKH BERHAD

KLSE (MYR): MKH (6114)

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Last Price

1.26

Today's Change

-0.01 (0.79%)

Day's Change

1.25 - 1.27

Trading Volume

230,300


14 people like this.

4,876 comment(s). Last comment by onward 1 month ago

Thelastone

277 posts

Posted by Thelastone > 2016-03-31 12:39 | Report Abuse

Unless MKH is thinking about bonus issue as last one was already 2 years ago

Posted by mohdshaz > 2016-03-31 12:42 | Report Abuse

Divers in Indonesia recovered one of two black boxes from AirAsia AIRASIA, +1.09% Flight 8501 on Monday, two days after the aircraft’s mangled tail section was pulled from the sea and loaded onto a ship.

For free signals, Register : http://www.123contactform.com/form-1695638/

Thelastone

277 posts

Posted by Thelastone > 2016-03-31 12:44 | Report Abuse

Looking at the bonus issue history:3/2010,2/2011,5/2012,4/2014.Next ?2016/2017

kenken85

724 posts

Posted by kenken85 > 2016-03-31 14:02 | Report Abuse

yeaaa i m thinking of the bonus issue as well.. the eps is more than enough for bonus easily.

Aero1

1,452 posts

Posted by Aero1 > 2016-03-31 14:50 | Report Abuse

Property JV with Panasonic. Huge market and potential!
http://www.panasonic.com/sg/homes/showroom.html
http://www.panahome.jp/english/

calvintaneng

56,242 posts

Posted by calvintaneng > 2016-03-31 15:06 | Report Abuse

MKH - PANASONIC PARTNERSHIP?

GOOD! VERY GOOD!

qwertyuiop

587 posts

Posted by qwertyuiop > 2016-04-01 15:07 | Report Abuse

gg resistance broke. gg.

kenken85

724 posts

Posted by kenken85 > 2016-04-01 15:46 | Report Abuse

gg.. gg... gg. hahha.. yahooo.. but it dont make a different for me. Alert me only when it reach 3.00. Thanks.

Aero1

1,452 posts

Posted by Aero1 > 2016-04-01 22:34 | Report Abuse

http://news.panasonic.com/global/topics/2015/44510.html
Refresh and rejuvenate the Malaysia properties!

Aero1

1,452 posts

Posted by Aero1 > 2016-04-01 22:38 | Report Abuse

The Indonesia's palm oil statistics for the first 2 months of 2016 are significant to sustainable performance of CPO price. Production was inadequate to match requirements for export and domestic consumption.

tonylim

4,796 posts

Posted by tonylim > 2016-04-02 17:04 | Report Abuse

Haha calvin tan is here

sunztzhe

2,248 posts

Posted by sunztzhe > 2016-04-03 13:14 | Report Abuse

SO WHAT HAS CHANGED SINCE DEC 2 2015 ?

MKH FUNDAMENTALS HAD REMAINED INTACT N IMPROVED MORE

SHARE PRICE HAD INCREASED FROM 2.30 TO 2.58!!

Aero1

1,452 posts

Posted by Aero1 > 2016-04-04 09:23 | Report Abuse

借分享
在股市, 先知先覺賺大錢, 後知後覺賺小錢, 不知不覺賺不到錢!

calvintaneng

56,242 posts

Posted by calvintaneng > 2016-04-04 09:46 | Report Abuse

sunztzhe

SO WHAT HAS CHANGED SINCE DEC 2 2015 ?

MKH FUNDAMENTALS HAD REMAINED INTACT N IMPROVED MORE

SHARE PRICE HAD INCREASED FROM 2.30 TO 2.58!!
03/04/2016 13:14

Calvin thinks with 45,000 acres of Maturing Palm Oil - Another Booster to Power MKH Over Rm3.00 very possible.

qwertyuiop

587 posts

Posted by qwertyuiop > 2016-04-04 09:50 | Report Abuse

Uptrend started. Ride on it

speakup

26,818 posts

Posted by speakup > 2016-04-04 09:55 | Report Abuse

mkh is a mainly a property counter, more than a plantation company. For fully exposure to palm oil, better buy a pure palm oil company (there are many) than companies like MKH which palm oil is only side biz.

speakup

26,818 posts

Posted by speakup > 2016-04-04 09:55 | Report Abuse

Buying MKH for palm oil is like buying Cepatwawasan for renewable energy :-) HA HA!

Aero1

1,452 posts

Posted by Aero1 > 2016-04-04 10:05 | Report Abuse

What has changed.
_Rising and sustaining CPO price.
_Rising and sustaining FFB production (Least affected by El Nino).
_Bullish view on IDR (The government has been doing right things).
_2 MRT stations in Kajang nearing completion.
_Very positive operating cash flows now.

Posted by stevechang > 2016-04-04 10:27 | Report Abuse

2016年,MKH的大好年
三支火箭冲上天

第一支火箭 --- 棕油产量
第二支火箭 --- 棕油价
第三支火箭 --- 汇率

棕油产量及价钱

今年,当其他许多大的棕油公司因为El-Nino的来临而产量大跌时, MKH却预测今年产量增长11.6%, 因为大部分的棕油树龄在5-8年之间和棕油芭在一片好土上, 受El-Nino影响是轻微的。

2014年时,棕油的平均价是每吨2450零吉。MKH的产量为7万6千吨,利润是4000万零吉。

比起2014年,今年的产量大起58%(预测12万吨), 而且生产成本也下降到每吨1300零吉(每吨省了200零吉, contra了印尼去年7月开始实行的每吨50美金(大约200零吉)的出口税)。

以今年棕油平均价在每吨2500零吉, 900零吉-1000零吉的每吨利润,乘于12万吨, 今年棕油领域就可以贡献超过1亿了!!(保守估计超过6千万)

而棕油价在接下去的几个月,还有可能会攀升到每吨3000零吉。这对棕油业者可是利好。

汇率

在2013-2015年里, 由于美元强势,MKH没兑现汇率损失(unrealise forex loss)超过一亿。但从2015年10月开始, 美元开始转弱,马币及印尼盾开始强了, 单单第一季(2015年10-12月), 汇率赚回2300万, 而最近三个月, 马币零吉及印尼盾继续回弹, 相信下一季汇率收益依然贡献不少(至少1千万以上)。

比起前两年, 现在棕油价继续攀升, 产量日益提高之下, 再加上汇率的收益, 而且产业进账丰厚,今年可是MKH 的大好年啊!

dalpinia

2,299 posts

Posted by dalpinia > 2016-04-04 10:44 | Report Abuse

MKH-WA more powerful!!!

calvintaneng

56,242 posts

Posted by calvintaneng > 2016-04-04 10:50 | Report Abuse

Rm22 millions profit from oil palm a substantial sum mah!

dave5

116 posts

Posted by dave5 > 2016-04-04 11:16 | Report Abuse

Thanks to a friend who recommend my this counter. CPO is hot commodity now.

dalpinia

2,299 posts

Posted by dalpinia > 2016-04-04 12:28 | Report Abuse

MKH's plantation will contribute very significant to EPS as compared to pure 100% palm oil stocks which were maintain the same EPS...

kk123

1,964 posts

Posted by kk123 > 2016-04-04 14:19 | Report Abuse

Mkh seems like moving up..its a property wannabe planter

Alex Chong

712 posts

Posted by Alex Chong > 2016-04-04 14:48 | Report Abuse

Not sure this old article can help you all make the right decision or not. This is an old article by 冷眼前辈。。。美景媲美吉隆坡甲洞油棕园 MKH plantation business can be compare with KLK. It is incorrect to say that palm oil is side business for MKH, in fact plantation sector is a additional golden goose for MKH. Check this article.
www.nanyang.com/node/442755?tid=462

K.H

293 posts

Posted by K.H > 2016-04-04 15:32 | Report Abuse

Cheapest plantation proxy
http://eresearch.bursamalaysia.com/download.aspx?id=18212&type=research

Aero1

1,452 posts

Posted by Aero1 > 2016-04-04 19:37 | Report Abuse

The weakening of MYR will boost CPO prices which are traded in USD.

tonylim

4,796 posts

Posted by tonylim > 2016-04-04 20:19 | Report Abuse

Starred selling the warrants

calvintaneng

56,242 posts

Posted by calvintaneng > 2016-04-04 21:29 | Report Abuse

Hi Guys!

My Johor SIFU Just messaged me these words,

Mkh keep going up. What is your target price?

My answer is:

RM3.00
THEN RM3.50
AND PEAK AT RM4.00

SO SEE YOU GUYS AT THE TOP!

newbirds

695 posts

Posted by newbirds > 2016-04-04 21:30 | Report Abuse

Up up up Mkh!!!

newbirds

695 posts

Posted by newbirds > 2016-04-04 21:33 | Report Abuse

Thks K.H for the fantastic report by Malaysia Equity Research on Mkh.

tonylim

4,796 posts

Posted by tonylim > 2016-04-04 21:37 | Report Abuse

Can I have link

calvintaneng

56,242 posts

Posted by calvintaneng > 2016-04-04 21:38 | Report Abuse

Posted by tonylim > Apr 4, 2016 09:37 PM | Report Abuse

Can I have link

Posted by K.H > Apr 4, 2016 03:32 PM | Report Abuse

Cheapest plantation proxy
http://eresearch.bursamalaysia.com/download.aspx?id=18212&type=research

This one you must open separately

dave5

116 posts

Posted by dave5 > 2016-04-04 21:54 | Report Abuse

Bull run for MKH.

tonylim

4,796 posts

Posted by tonylim > 2016-04-04 23:40 | Report Abuse

Tq calvin

Aero1

1,452 posts

Posted by Aero1 > 2016-04-05 08:41 | Report Abuse

Market capitalisation of MKH was RM1.6 billion in May 2014. That is now RM3.80 per share. At this price, the PE is likely to be still below 10.

Aero1

1,452 posts

Posted by Aero1 > 2016-04-05 09:16 | Report Abuse

Awaiting announcement on 11 April on the Malaysia's latest production, export and stock for palm oil products.

kenken85

724 posts

Posted by kenken85 > 2016-04-05 18:47 | Report Abuse

end of story??

dave5

116 posts

Posted by dave5 > 2016-04-06 13:25 | Report Abuse

end of mkh story?? no, the journey just started. up up.

Aero1

1,452 posts

Posted by Aero1 > 2016-04-06 13:32 | Report Abuse

MKH has been looking for plantation land but to no avail.

calvintaneng

56,242 posts

Posted by calvintaneng > 2016-04-06 20:51 | Report Abuse

Today I met a 77 Year Old Oil Palm Plantation Owner.

These are the facts.

Young Palm Oil trees if well taken care of will fruit by 3 years old. But FFB will increase more & more by 4 to 5 years old.

The most fertile years are between 8 to 10 years old.

By age 15 more fertilizer is needed to support FFB production.

Oil Palm trees can last as long a 25 years old. But since they have grown so tall by then it is hard for harvesting.

So best is cut down & replant the trees by age 23 to 24.

Now there are 2 seasons for FFB. Usually Between January to June there is less FFB. But from July to December there is abundant harvest.

Fertilizer must be applied 4 times a year - about 3 months once to keep trees tip top.

Now he expects from July to December to have abundant FFB (Fresh Fruit Bunches)

Will Hot El Nino destroy Oil Palm trees like they destroy padi and maize?

According to him, "NO". In all his experience Oil Palm trees can survive hot weather though FFB production might be redeuced.

Prices of FFB according to his experience

It ranges from Rm300 a tonne to Rm1,000 a tonne.

So current CPO prices can Go As High as Rm4,000 a tonne or even more.

Since experts have called this current El Nino as "THE GODZILLA OR MONSTER EL NINO" you can even expect CPO prices to reach Rm6,000 a tonne.

If SO all predictions are out!

PRICES WILL SKYROCKET LIKE CRAZY.

As future is still unknown can we trust the experience of this 77 Year Old Oil Palm Uncle?

I met him as a stranger in AEON. He just shared that he is into Oil Palm planting.
That's why I probed for all his answers.

Anyone got better knowledge?
06/04/2016 20:36

Aero1

1,452 posts

Posted by Aero1 > 2016-04-07 10:12 | Report Abuse

What similarity would you think MKH have compared to Public Bank which has a stake of 9.8% in MKH. The answer is uninterrupted profit track records since inception.

Aero1

1,452 posts

Posted by Aero1 > 2016-04-07 10:30 | Report Abuse

MKH made 14 sen EPS in Q1 2016. MKH is likely to make more than 10 sen EPS in Q2 2016. Discerning buyers are on the rise!

kenken85

724 posts

Posted by kenken85 > 2016-04-07 11:00 | Report Abuse

bonusing soon? =)

Aero1

1,452 posts

Posted by Aero1 > 2016-04-07 14:36 | Report Abuse

PanaHome MKH Malaysia Adds Value to Malaysia's Housing Industry
Through New Construction and Living Design Business
http://www.businesswire.com/news/home/20160329006679/en/PanaHome-MKH-Malaysia-Adds-Malaysias-Housing-Industry

Aero1

1,452 posts

Posted by Aero1 > 2016-04-07 14:55 | Report Abuse

PanaHome MKH Malaysia憑藉建設與居住設計新業務為馬來西亞的住宅產業創造附加價值
http://times.hinet.net/news/17948502

Aero1

1,452 posts

Posted by Aero1 > 2016-04-07 14:58 | Report Abuse

パナホーム、MKHとプレキャスト住宅事業推進:労働力不足の建設業界に寄与強調[建設]
http://nna.jp/free/news/20160331myr003A.html

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