Posted by dave5 > 2016-04-20 10:36 | Report Abuse

MKH power up on twin engines.

Posted by dave5 > 2016-04-20 10:40 | Report Abuse

CPO price surge up up so is MKH.

Posted by lcng123 > 2016-04-20 18:56 | Report Abuse

since the trees are young, mkh ffb output won't be affected due to el nino. target ffb output for this year is 413,000 mt vs 370,000 mt 2015.

Posted by Aero1 > 2016-04-21 08:39 | Report Abuse

The Executive Chairman of MKH said the impact of El Nino is expected to be minimal to the plantation which is located at the equator with adequate rain fall. But not sure how true is this statement which was made in January 2016.

Posted by Aero1 > 2016-04-22 09:14 | Report Abuse

http://www.bloomberg.com/news/articles/2016-04-21/commodities-make-a-comeback-as-bad-weather-meets-chinese-demand

Posted by Aero1 > 2016-04-25 09:11 | Report Abuse

0950 GMT [Dow Jones] The Jakarta Composite Index ends Friday up 0.2% at 4914.74, outperforming other Southeast Asian indexes, which are mostly down on a negative U.S. overnight lead. In Indonesia, banks are mostly up, helping support the index, while losers include heavy industry and a smattering of other sectors. Perusahaan Gas Negara (PGAS.JK) is among the gainers, rising 3.7%, while Bank Mandiri (BMRI.JK) rises 1% and Telekomunikasi Indonsia (TLKM.JK) gains 1.5% after reporting earnings. XL Axiata (EXCL.JK) and Vale Indonesia (INCO.JK) fall 2.5% and 2.3%, respectively. (jake.watts@wsj.com; @jmwatts_)

Posted by aquila > 2016-04-25 16:07 | Report Abuse

Why is it dropping to such low prices?

Posted by newbirds > 2016-04-25 20:55 | Report Abuse

Today Tech share lagi teruk, Mkh profit taking only no worry.

Posted by Invest1188 > 2016-04-25 21:39 | Report Abuse

Careful
With mkh, last qtr profit is with exceptional gain, unlikely to repeat that strong qtr

Posted by bclim_83 > 2016-04-26 08:12 | Report Abuse

But also remember MKH did not sell ffb or palm oil in d last q. They planned to sell in d next q with better price...coupled with unbilled property sale and appreciation of indon rupiah..next q should be good 1

Posted by Aero1 > 2016-04-26 11:45 | Report Abuse

0231 GMT [Dow Jones] Fitch Ratings on Tuesday improved its outlook for the Asian palm oil sector as prices for crude palm oil increase, leading to higher operating cash flows and boosting firms' credit profiles. The ratings agency said its outlook on the sector remains muted, but improving with expectations that crude palm prices will be higher than in 2015 due to steady demand and lower production in major producers Indonesia and Malaysia. Due to extreme dry weather last year that hit crop production, industry analysts predict the first fall in output in 15 years in Indonesia, the world's top producer of the edible oil. An increase in domestic consumption will also boost global prices, Fitch said. One factor to watch will be crude oil prices, a drop in which could drag crude palm prices down again given the high correlation between the two, said Fitch. (sara.schonhardt@wsj.com)

Posted by Aero1 > 2016-04-26 16:26 | Report Abuse

0442 GMT [Dow Jones] Malaysian palm oil futures jump in morning trade on Tuesday, rebounding from losses a day ago, as improving exports support the market. Malaysia's palm-oil exports during the April 1-25 period are estimated to have risen 0.4% from the previous month to 889,944 metric tons, cargo surveyor Intertek Agri Services said Monday. "Palm oil shipments from Malaysia showed rising export demand, even with an export tax in place," says a Kuala Lumpur-based trader. The palm oil contract for July delivery on the Bursa Malaysia Derivatives Exchange rises 11 ringgit to trade at 2666 ringgit per ton. It settled at 2655 ringgit per ton on Monday. (vibhuti.agarwal@wsj.com)

Posted by Aero1 > 2016-04-27 10:22 | Report Abuse

4 main current property projects. It is unlike the past but the take up rates are encouraging.
- Saville Cheras
- Kajang East
- Saville @ D'lake
- Hillpark @ Shah Alam
This year to launch close to RM1 billion projects.

Posted by Aero1 > 2016-04-28 15:44 | Report Abuse

Sell In May And Go Away?

Posted by Invest1188 > 2016-04-28 20:52 | Report Abuse

Careful
With mkh, last qtr profit is with exceptional gain, unlikely to repeat that strong qtr

Posted by dave5 > 2016-04-29 11:33 | Report Abuse

i hope mkh coming qtr results better bcos cpo price 40 % up and forex gain too.

Posted by kimi21 > 2016-04-29 15:47 | Report Abuse

Fully value..not a right time to buy now..

Posted by Aero1 > 2016-05-03 10:44 | Report Abuse

Jakarta. Indonesia's exports of palm oil and palm kernel oil in March fell 24 percent to 1.74 million metric tons from the previous month, the Indonesian Palm Oil Association (GAPKI) said in a statement on Tuesday (26/04).
In March, Indonesia exported 429,910 metric tons of palm oil and palm kernel oil to India, 313,060 metric tons to European Union countries, and 62,890 metric tons to Bangladesh, the industry body said.
Production dropped to 2.32 million tonnes in March from 2.47 million tonnes a month earlier, while ending stocks in Indonesia fell to 3.02 million metric tons in March from 3.44 million metric tons a month earlier.
Reuters

Posted by Aero1 > 2016-05-03 10:58 | Report Abuse

Earnings sustainable? Plantation should do better with higher CPO price and higher sales quantities. IDR gained against USD by 4% in Q2 compared to 6% in Q1. Decline in unbilled property sales is expected due to fewer launches which should reduce property earnings visibility. EPS in Q2 to be around 10 sen which is quite decent.

Posted by Aero1 > 2016-05-03 13:57 | Report Abuse

http://www.theedgemarkets.com/my/article/malaysias-april-1-30-palm-oil-exports-fall-56-mm-its

Posted by dave5 > 2016-05-03 14:15 | Report Abuse

good or bad for cpo counters,bro.

Posted by dave5 > 2016-05-03 14:17 | Report Abuse

bursa dipped 21 points.

Posted by newbirds > 2016-05-03 20:16 | Report Abuse

Rebound tomorrow.

Posted by kenken85 > 2016-05-04 10:28 | Report Abuse

can anyone tell me what is the big volume transaceted today? normally what is that? is in blue color..

Posted by Aero1 > 2016-05-04 21:29 | Report Abuse

Nothing going on. A fellow decided to sell MKH shares has instructed his broker to do so and coincidentally a fund manager, having an account in a securities firm that the broker is in, finds its a value buy at this price level. There you go a cross transfer of 1,000,000 shares today.

Posted by Aero1 > 2016-05-04 21:33 | Report Abuse

http://www.bloomberg.com/news/articles/2016-05-04/indonesia-growth-fails-to-pickup-in-setback-to-jokowi-reforms
But the IDR remains resilient after this news. Good sign!

Posted by newbirds > 2016-05-05 18:58 | Report Abuse

Price consolidating uptrend soon.

Posted by newbirds > 2016-05-05 19:01 | Report Abuse

Cpo price surge to 2616. Solid.

Posted by dave5 > 2016-05-06 09:49 | Report Abuse

CPO price seen at RM2,500-RM2,900 this month reported by the Star.

Posted by dave5 > 2016-05-06 10:12 | Report Abuse

quarterly report shall be good for MKH.

Posted by Aero1 > 2016-05-09 13:40 | Report Abuse

See how resilient IDR is!
http://www.bloomberg.com/quote/USDIDR:CUR
Good for MKH's debts in USD.

Posted by lcng123 > 2016-05-09 15:20 | Report Abuse

Idr depreciated from 11,000. still got more than 15% to improve.

Posted by Aero1 > 2016-05-10 09:52 | Report Abuse

Would be happy to see IDR to reach 12,000!

Posted by dave5 > 2016-05-11 15:12 | Report Abuse

Little action something is brewing...?

Posted by lcng123 > 2016-05-11 18:52 | Report Abuse

i am forecasting mkh's coming quarter eps will be at least 10sen compare last year of 2.6sen. plantation will be doing very well (excluded forex gain) compare to last quarter. in last quarterly report, the management do mentioned they hold the cpo sales for better selling price in coming quarters. so the cpo sales in latest quarter will be excellent.

Posted by dave5 > 2016-05-12 13:27 | Report Abuse

very quiet front....

Posted by Aero1 > 2016-05-12 17:53 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/05/12/el-nino-drying-out/

Posted by lching > 2016-05-12 18:03 | Report Abuse

lcng, your projection was too optimistic cause plantation revenue is only less than 30% of total revenue.

Posted by newbirds > 2016-05-12 19:59 | Report Abuse

Mkh price is set to explode very very soon

Posted by Aero1 > 2016-05-12 21:08 | Report Abuse

Including FX gain will be at least 10 sen. IDR/USD up 4% this quarter against 6% in the preceding quarter.
http://www.bloomberg.com/news/articles/2016-05-11/s-p-positive-on-indonesia-economy-reforms-finance-minister-says

Posted by Aero1 > 2016-05-12 21:10 | Report Abuse

Expect the property unbilled sales to drop. If it comes out otherwise then you have bonanza.

Posted by Aero1 > 2016-05-12 21:12 | Report Abuse

Do hope to see it generates very positive operating cash flow both from property and plantation.

Posted by Aero1 > 2016-05-12 21:21 | Report Abuse

When no or very few analysts want you to buy. Then shop quietly.

Posted by Aero1 > 2016-05-13 08:58 | Report Abuse

0146 GMT [Dow Jones] After a very challenging year in 2015, palm oil companies will record a pick-up in earnings in 2016 as palm oil prices will average higher this year, boosted by El Nino, says BMI Research in a note. "However, the improvement will be limited as higher prices will be partially offset by lower palm output and rising costs." It adds that BMI Research maintains its bullish outlook on palm oil companies on a multi-month basis, as higher palm oil prices and relatively cheap valuations among large players boost share prices. (lucy.craymer@wsj.com; Twitter: @lucy_craymer)

Posted by Aero1 > 2016-05-13 09:24 | Report Abuse

Analysts do not fancy a company with slow turnover of land but MKH runs sustainable and steadily growing businesses.

Posted by Aero1 > 2016-05-13 12:41 | Report Abuse

U.S. sees 75 percent chance La Nina will arrive by 2016's end
Pacific phenomenon often means more Atlantic hurricanes
http://www.bloomberg.com/news/articles/2016-05-12/la-nina-may-replace-fading-el-nino-by-summer-hurricane-season-io4azsjd

Posted by Aero1 > 2016-05-13 15:18 | Report Abuse

Good progress! http://www.reuters.com/article/france-palmoil-idUSL5N1892TL

Posted by Aero1 > 2016-05-13 15:24 | Report Abuse

This way to collect more revenue! http://jakartaglobe.beritasatu.com/business/indonesia-tells-78-names-mentioned-panama-papers-correct-tax-reports/

Posted by newbirds > 2016-05-13 17:59 | Report Abuse

Good closing for Mkh

Posted by dave5 > 2016-05-13 23:07 | Report Abuse

High 5.