Posted by Aero1 > 2016-04-07 14:59 | Report Abuse

PanaHome MKH Malaysia ยกระดับตลาดที่อยู่อาศัยมาเลเซีย ผ่านธุรกิจก่อสร้างและออกแบบครบวงจร
http://www.thaibusinessnews.com/readnews.aspx?nid=bca2686c6445904b1604313533fc2a83

Posted by Aero1 > 2016-04-07 15:01 | Report Abuse

PanaHome MKH Malaysia perkuat posisi pasar di Malaysia dengan meluncurkan komplek hunian mewah http://www.antaranews.com/berita/552520/panahome-mkh-malaysia-perkuat-posisi-pasar-di-malaysia-dengan-meluncurkan-komplek-hunian-mewah

Posted by Aero1 > 2016-04-07 15:03 | Report Abuse

Japan, Indonesia, Thailand, Singapore and China. That's how MKH's name gets promoted through alliances with Panasonic.

Posted by Aero1 > 2016-04-08 08:47 | Report Abuse

MKH (market cap of RM1.13 billion) is getting more attractive than Matrix Concept (market cap of RM1.45 billion). The former has more property land bank and higher unbilled sales. For believers of palm oil plantation business, you'll fall in love more with MKH.

Posted by Aero1 > 2016-04-08 14:35 | Report Abuse

0217 GMT [Dow Jones] India's edible oil imports for the year ended Sep. 2017 will rise modestly to 15.5 million metric tons from 15 million tons in the current year, says the U.S. Department of Agriculture in a note. However, "tightening global palm oil supplies will limit palm import to 9.8 million metric tons, with soft oils rising to fill the gap." It adds however that palm oil will continue to be the largest consumed edible oil because of its competitive prices, versatility in blending with other others, and wide applications across food and non-food sectors. (lucy.craymer@wsj.com;Twitter: @lucy_craymer)

Posted by kenken85 > 2016-04-08 17:18 | Report Abuse

this few days always closed with big gulf of volume .. nice ..

Posted by K.H > 2016-04-08 18:00 | Report Abuse

MKH-WB Direct deal with TASEC NOMINEES (ASING) SDN. BHD.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5053641

Posted by Aero1 > 2016-04-08 18:14 | Report Abuse

Major shareholder sold substantial number of warrants via direct deal. Why now when the price is on uptrend and company is looking to achieve higher profit? Could it be ...

Posted by K.H > 2016-04-08 18:23 | Report Abuse

PanaHome Malaysia and MKH Berhad Join to Establish "PanaHome MKH Malaysia" to Boost Property Developments
http://news.panasonic.com/global/topics/2015/44510.html
松下營造三管齊下‧瞄準高端房產
http://property.sinchew.com.my/node/2947?tid=6

Posted by newbirds > 2016-04-08 20:49 | Report Abuse

Mkh is strong like steel

Posted by Investing4Life > 2016-04-08 21:44 | Report Abuse

Aero1...could it be what ?

Posted by buddyinvest > 2016-04-08 22:52 | Report Abuse

Upload to operator lah, this is completely normally. Nothing unusual if they want to drive the price upwards.

Posted by Aero1 > 2016-04-11 10:38 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5053641
http://www.bursamalaysia.com/market/listed-companies/company-announcements/2862617
http://www.bursamalaysia.com/market/listed-companies/company-announcements/2927025
This same party has been buying shares from the major shareholder of MKH.
It seems that this party has lots of confidence in MKH. This party to bring more value to MKH?

Posted by Aero1 > 2016-04-11 13:58 | Report Abuse

March 2016.
Malaysia's palm oil stocks dropped 13% to 1.885 million tonnes. Production was 1.220 million tonnes compared to 1.495 million tonnes last year's March.

Posted by Aero1 > 2016-04-11 14:03 | Report Abuse

http://www.theedgemarkets.com/my/article/malaysian-march-palm-oil-inventory-falls-1314-exports-surge-mpob

Posted by Aero1 > 2016-04-11 14:40 | Report Abuse

*DJ Malaysia April 1-10 Palm Oil Exports Down 2.0% -- Intertek
*DJ Malaysia Apr 1-10 Palm-Oil Exports 320,990 Tons -Intertek
Still a decent figure!

Posted by Aero1 > 2016-04-11 16:07 | Report Abuse

JAKARTA (April 11): Indonesia is considering cutting the corporate income tax rate to 20% from 25% in the upcoming revision to the income tax law, the finance minister told lawmakers on Monday. "We are still doing our review, but 20% looks adequate," Bambang Brodjonegoro said in a meeting with the parliamentary commission overseeing taxes. Last week, he said the government planned to also cut income tax rates for individuals, but did not disclose details. The current income tax brackets for individuals range from 5% to 30%. He did not give a timeframe when the government would propose changes to the income tax law to parliament.

Posted by Aero1 > 2016-04-11 16:12 | Report Abuse

Another right thing to do by the Indonesia government.

Posted by calvintaneng > 2016-04-11 22:23 | Report Abuse

Good close for MKH on a bearish day.

MKH has 45,000 acres of Maturing Oil Palm plantations.

Posted by Aero1 > 2016-04-12 08:59 | Report Abuse

Investment is most intelligent when it is most businesslike ... Benjamin Graham
Focus on the future productivity of the assets you are investing in.
MKH's businesses are all land based!

Posted by Aero1 > 2016-04-12 09:34 | Report Abuse

Discerning buys will continue to take place from now till Q2 results in May 2016. The value gap between MKH (RM1.15 billion) and Matrix Concept (RM1.42 billion) is getting narrow when MKH is getting more attractive.

Posted by buddyinvest > 2016-04-12 11:14 | Report Abuse

Sapu both.

Posted by Aero1 > 2016-04-12 13:39 | Report Abuse

It's never a good time or bad time if you know there will be a better time.

Posted by kenken85 > 2016-04-12 14:36 | Report Abuse

today can close 2.80? =)

Posted by aquila > 2016-04-12 15:09 | Report Abuse

2.80 already done. Like this can go to 3.00 this week.

Posted by aquila > 2016-04-12 16:39 | Report Abuse

Oh shoooot, T+8 sellers out to push it down.

Posted by dave5 > 2016-04-13 08:58 | Report Abuse

mkh second time stocks with momentum. power.

Posted by dave5 > 2016-04-13 09:04 | Report Abuse

2.80

Posted by dave5 > 2016-04-13 09:05 | Report Abuse

mkh uptrend.

Posted by Aero1 > 2016-04-13 09:10 | Report Abuse

Both MKH and Matrix Concept are focusing on affordable housing development but like to believe that the MKH's business model is more sustainable with plantation assets and stable and growing property investment assets.

Posted by Aero1 > 2016-04-13 09:21 | Report Abuse

Good MKH value is now just reaching its book value!

Posted by Aero1 > 2016-04-13 09:36 | Report Abuse

La Nina can also roil agricultural markets as it changes weather. More rain could fall across Indonesia and parts of Australia and Brazil. At the same time, the U.S. Great Plains, Rocky Mountains and Florida could get less. The previous La Nina began in 2010 and endured into 2012.
http://www.bloomberg.com/news/articles/2016-04-12/la-nina-odds-strengthen-to-50-as-weakening-el-nino-seen-ending

Posted by 1980s > 2016-04-13 11:09 | Report Abuse

still can buy ?

Posted by kenken85 > 2016-04-13 13:09 | Report Abuse

good question. those want to buy cheap will tell u cant buy. those who wan sell to u tell u can buy. haha..

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

Buy lah.... Upside is good (you chase I upload to you) ... Haha

Posted by kenken85 > 2016-04-13 14:20 | Report Abuse

u will make him confuse man.. haha

Posted by Aero1 > 2016-04-13 14:58 | Report Abuse

hahaha ...

Posted by Aero1 > 2016-04-13 15:00 | Report Abuse

Public Bank which has a stake close to 10% would continue to hold on. The stake which was acquired in 2007 costs RM16 million (my guess only because during 2007 the share price was hovering less than RM1) is now worth RM115 million. This has not taken into accounts the dividend payment over the years.

Posted by Aero1 > 2016-04-13 15:01 | Report Abuse

2007 marked the year MKH diversified into palm oil plantation.

Posted by Aero1 > 2016-04-14 09:31 | Report Abuse

One will be getting more anxious of not getting a slice in MKH. Assets in MKH are getting much more valuable and attractive.
- Global central banks are easing. Singapore just did this morning. Good to commodity prices with weakened currencies.
- Yesterday China showed good data, better outlook. It means steady and growing demand.
- World bank expects Indonesia's economy to expand steadily this year. IDR will be resilient against USD.
- Crops output are in 'damaged control' modes over the extreme weather conditions.

Posted by Aero1 > 2016-04-15 09:40 | Report Abuse

Growth in supply capped?
http://www.theedgemarkets.com/my/article/indonesia-issue-moratorium-new-palm-oil-concessions

Posted by Aero1 > 2016-04-15 09:59 | Report Abuse

Open for Sale – Maple (New Launch), Meranti
Sold Out – Cherry III, Cherry I, Cherry II, Olive 8, Pines

The last phase double storey terrace 490 units Maple is undertaken by Panahome-MKH JV.
http://www.hillparkshahalamnorth.com/masterplan.php

Posted by Aero1 > 2016-04-15 14:37 | Report Abuse

Malaysia's palm oil exports during the April 1-15 period likely rose 7.3% from the previous month to 484,271 metric tons, cargo surveyor Intertek Agri Services said Friday.

Posted by Aero1 > 2016-04-18 08:52 | Report Abuse

Permit ban by Indonesia will worsen CPO supply, food may become expensive
http://www.thestar.com.my/business/business-news/2016/04/18/permit-ban-by-indonesia-will-worsen-cpo-supply/

Posted by Aero1 > 2016-04-18 08:55 | Report Abuse

The latest data from a US climate agency said there was a 60% chance that El Nino “sibling” La Nina – which in Malaysia causes heavier than normal rainfall – will happen sometime from October to Decem­ber.
http://www.thestar.com.my/news/nation/2016/04/17/too-little-water-then-too-much/

Posted by Aero1 > 2016-04-19 11:09 | Report Abuse

紙包不住火!

Posted by Aero1 > 2016-04-20 09:18 | Report Abuse

JAKARTA: Indonesia's crude palm oil (CPO) production is expected to fall to its lowest level in 13 months in March as a drought caused by an El Nino weather event continues to curb output, according to a Reuters survey.

March CPO production could fall for a seventh month in a row to 2.15 million tonnes, according to the median estimate in a survey of three industry associations and one of the country's largest planters.

That would be down from 2.30 million tonnes in February, and the lowest monthly output by the world's top palm oil producer since February 2015.

Indonesia's annual palm oil output is expected to fall to about 32.1 million tonnes this year, which would be the first decline since 1998, Indonesian Palm Oil Association (GAPKI) said last month.

"Production up to June will remain at low levels due to El Nino. Hopefully with the improvement in rainfall volumes through mid-year, palm fruit production will start to normalise and in August production can start taking off," said Sahat Sinaga of the Indonesia Vegetable Oil Industry Association (GIMNI).

Indonesia's CPO exports in March are expected to be 1.90 million tonnes, down from 2.01 million tonnes in February, the survey showed.

The Indonesian Estate Crop Fund Agency president director Bayu Krisnamurthi told reporters on Monday that the country exported 7.42 million tonnes of palm products in the January to March quarter.
Palm oil stockpiles are expected to drop to 2.59 million tonnes, from 3.63 million tonnes in February, according to the survey.

GAPKI said last month that Indonesia exported 2.29 million tonnes of palm oil and palm kernel oil in February. The group's data for March has not been released yet.

The Reuters survey comprises contributions from GAPKI, GIMNI, Indonesia Palm Oil Board and PT Sinar Mas Agro Resources & Technology Tbk, one of the largest listed palm oil companies. - Reuters

Posted by Aero1 > 2016-04-20 10:03 | Report Abuse

Commodities Post Best Rally Since August as Citi Sees Gains
http://www.bloomberg.com/news/articles/2016-04-19/commodities-head-for-best-rally-since-august-as-citi-sees-gains

Posted by Aero1 > 2016-04-20 10:04 | Report Abuse

Hottest Agriculture Trade Brings Record Volume, Fund Buying
http://www.bloomberg.com/news/articles/2016-04-18/hottest-agriculture-trade-brings-record-volume-fund-buying

Posted by oohlala > 2016-04-20 10:28 | Report Abuse

While talking about reduce in CPO output resulting in higher CPO price, we don't know how will this hot weather affects MKH group CPO output.