Posted by Aero1 > 2016-05-16 08:43 | Report Abuse

‘Rare case these days to have an upgrade story:’
http://www.bloomberg.com/news/articles/2016-05-15/indonesian-bonds-turn-top-asia-performers-on-rating-upgrade-hope

Posted by Aero1 > 2016-05-16 08:56 | Report Abuse

http://www.theedgemarkets.com/my/article/plantation-and-og-bright-spots-stock-market

Posted by Aero1 > 2016-05-17 10:57 | Report Abuse

Golden Agri-Resources, Indonesia’s largest palm oil producer, anticipates El Nino to last longer than initially expected and will likely cut the company’s production by 10 and 15 percent this year.
http://www.bloomberg.com/news/articles/2016-05-16/world-s-top-palm-producer-is-latest-to-highlight-el-nino-impact

Posted by Aero1 > 2016-05-17 16:37 | Report Abuse

Brodjonegoro said he expects the planned tax amnesty bill to be passed by parliament this month.
http://www.bloomberg.com/news/articles/2016-05-17/indonesia-turns-to-singapore-s-temasek-as-model-for-investment

Posted by Aero1 > 2016-05-17 16:48 | Report Abuse

This finance minister is doing his work.
Indonesia plans to remove capital gains tax on sovereign bonds. http://www.theedgemarkets.com/my/article/indonesia-plans-remove-capital-gains-tax-sovereign-bonds

Posted by kenken85 > 2016-05-18 19:10 | Report Abuse

sure bad QR coming. .. all sell sell sell. haha

Posted by oohlala > 2016-05-20 14:22 | Report Abuse

judge from palm price from Jan - Mar, Quarter result cannot be bad! lets see

Posted by lcng123 > 2016-05-20 17:11 | Report Abuse

mkh will post a excellent result in this quarter (q2 2016) because (1) mkh management hold the sales of cpo in last quarter and looking for better cpo price in this quarter. (2) production of ffb will be increase as more young trees matured. (3) rupiah vs usd appreciated almost 4% compare to last quarter. (4) part of 826mil unbilled sales of property will be recognised in this quarter.

Posted by kenken85 > 2016-05-20 18:55 | Report Abuse

GGing share price? omgg...

Posted by newbirds > 2016-05-22 11:51 | Report Abuse

Reversal coming

Posted by kenken85 > 2016-05-23 09:50 | Report Abuse

He also said that the group aims to maintain a single-tier dividend of five sen per share or higher for FY16. 8 to 7 to 5. zzzzz what happen dude?

Posted by Aero1 > 2016-05-23 11:56 | Report Abuse

The Land is located about 75 km by road from Kota Samarinda (the Capital of East Kalimantan Province). The Land is easily accessible by land transport and is approximately 2 hours drive from Samarinda on state road and a stretch of earth road.

The Land covers an area of approximately 15,942.60 hectares. The Land is generally flat with very slight undulation and the soil and climate conditions are suited for oil palm cultivation. The Land has 2 small rivers passing through and is ideal as a source of water for the future oil processing mill. In addition, the main river known as Sungai Mahakam provides an ideal transportation mode to ship out the crude palm oil. Currently, the Land comprises mainly of ‘belukar’ and shrubs and progressive clearing of the Land for the planting of oil palm trees is in progress. Currently, approximately 80 hectares of oil palm nursery has been established.

PT Khaleda has also engaged a professional plantation managing firm to assist in the plantation development of the Land in addition to its own management team comprising of personnels with many years of experience in the oil palm plantation sector in Indonesia. The MKHB Group currently owns and manages several hundred acres of oil palm plantation in Peninsular Malaysia with its first venture in year 1995. In addition, the Executive Chairman of MKHB has more than 18 years of experience in managing oil palm plantation.

Posted by K.H > 2016-05-23 12:00 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/96979.jsp

Posted by Aero1 > 2016-05-24 09:00 | Report Abuse

MKH said to revise FY16 FFB production up 20% from original target of 413,000.
CPO yield to exceed 6 mt/ha in FY16. Amazing!
Planting Year/ Ha/ Age/ Status
2008/ 3,800/ 8/ mature
2009/ 5,200/ 7/ mature
2010/ 4,300/ 6/ mature
2011/ 1,100/ 5/ mature

Posted by Aero1 > 2016-05-24 09:41 | Report Abuse

Valuation was done for the plantation assets. Spin off is on the cards! Windfall for MKH shareholders. If can be indicated from the below statement, it is RM700 million or RM1.65 per share.

"Chen hinted that the group may soon finalise the acquisition of a 2,000ha plantation land in a low cost area. He said the existing 15,900ha land cost only RM400 million when the group first bought it, but was worth RM1 billion in the previous financial year ended Sept 30, 2015 (FY15) and could be worth as much as RM1.1 billion in the current year."

Posted by RVI123 > 2016-05-24 12:17 | Report Abuse

Tan Sri Chen mentioned that MKH will venture into cassava planting. Cassava planting can be harvested in a few months time as compared to 3 years for oil palm trees. In addition to that, output per hectare for cassava planting is also higher in monetary term as compared to oil palm andf MKH can also naturally move into cassava powder production. From the Edge article,Tan Sri also mentioned that MKH will venture into edible palm oil production. I think Tan Sri has a long term vision for MKH to become a food producer like Kuok group and IOI.

Posted by Aero1 > 2016-05-24 14:11 | Report Abuse

http://www.bloomberg.com/news/articles/2016-05-23/as-el-nino-exits-la-nina-looms-and-promises-her-style-of-mayhem

Posted by lcng123 > 2016-05-24 17:43 | Report Abuse

14,400 ha can produce 413,000mt ffb, represent 29mt/ha, while other operators can only produce 16-20mt/ha. what a wonderful plantation area !

Posted by lcng123 > 2016-05-24 17:49 | Report Abuse

Tan Sri Chen said plantation sector will eventually listed in indonesia or singapore to unlock its value. i am waiting the day to come.

Posted by Aero1 > 2016-05-26 11:35 | Report Abuse

Why Cassava while other planters have not considered this planting?

Posted by chooweeteh > 2016-05-26 13:55 | Report Abuse

If Public Bank staffs willing to put in their retirement funds for Long term, Homework has been done.

Posted by Aero1 > 2016-05-26 16:48 | Report Abuse

Not a good sign to coming quarterly results! Or it is just the market!

Posted by K.H > 2016-05-27 17:14 | Report Abuse

1H net profit 124.119 million (increased 144.26%)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5106525
https://www.youtube.com/watch?v=1elAjvx-X-Q
https://www.youtube.com/watch?v=jQVALL7hf3E

Posted by kenken85 > 2016-05-27 18:37 | Report Abuse

No.. why it is so good result? i wan collect further actually. hahaha

Posted by Aero1 > 2016-05-27 18:43 | Report Abuse

Considering the weak property market now, it is very encouraging to see the property unbilled sales still high at RM828 mil at 31.3.2016 (RM827 mil at 31.12.2015). Kudos to the management team!

Posted by kenken85 > 2016-05-27 19:05 | Report Abuse

aero how to see full report?

Posted by newbirds > 2016-05-27 21:23 | Report Abuse

Eps 13.20cents

Posted by newbirds > 2016-05-27 21:23 | Report Abuse

Monday come Mkh opens high high liao

Posted by dave5 > 2016-05-27 21:35 | Report Abuse

Records breaking quarter

Posted by dave5 > 2016-05-27 21:35 | Report Abuse

MKH boleh!!!

Posted by Aero1 > 2016-05-28 12:46 | Report Abuse

The company foresees better results ahead! Yes indeed.

Property earnings are visible for the remaining FY16 and FY17. Exciting moments to come from partnership with Panasonic Home.

Plantation enters growth phase. Higher prices, more maturing prime-aged areas and low capital expenditure will set to generate positive cash flows. Like to see the company to leverage with spin off and expansion.

Posted by dave5 > 2016-05-28 13:15 | Report Abuse

Aero1 u are our best analyst bro. MKH boleh.

Posted by Aero1 > 2016-05-29 18:43 | Report Abuse

dave5 kopitiam talking and sharing niah. Public bank's 10% stake in this company has provided lots of comfort. Kudos to Tan Sri Teh for insightful investment.

Posted by Aero1 > 2016-05-31 14:15 | Report Abuse

Hi BursaNinja, it is publicly available information. You may see it from the annual report, announcements and bursa website.

Posted by Aero1 > 2016-05-31 14:23 | Report Abuse

Excluding the unrealised FX gain of RM27 mil, the 1H profits are still very good with EPS of 21 sen.

Posted by Aero1 > 2016-05-31 14:27 | Report Abuse

Chen is right to consider Indonesia for its expansion plans!
http://www.bloomberg.com/news/articles/2016-05-26/indonesia-sailing-toward-upgrade-as-last-major-asian-junk-debt

Posted by Aero1 > 2016-05-31 14:30 | Report Abuse

The poll by the Japan Bank for International Cooperation found that about 56 percent of the companies want to expand investment in the five key nations of Singapore, Thailand, Indonesia, Malaysia and the Philippines.
http://www.bloomberg.com/news/articles/2016-05-30/southeast-asia-is-winning-more-japanese-investment-than-china

Posted by Aero1 > 2016-06-01 09:15 | Report Abuse

Go Away "Sell in May"!

Posted by Alex Chan > 2016-06-01 13:36 | Report Abuse

People are recognizing this counter. Should be moving soon....

Posted by Alex Chan > 2016-06-01 15:04 | Report Abuse

BREAKOUT soon.....

Posted by oohlala > 2016-06-01 15:22 | Report Abuse

BursaNinja91 , Look into annual report for the top 30 share holder.

Posted by Aero1 > 2016-06-01 16:32 | Report Abuse

Chen said the plantation asset is worth RM1.1 billion ... that is about the market capitalisation of MKH right now ... not counting the property assets.

Posted by Aero1 > 2016-06-01 16:38 | Report Abuse

Buy one plantation asset free one property asset!

Posted by kenken85 > 2016-06-01 16:44 | Report Abuse

when can we revisit the glory of MKH where it up 30-40 cents/ day.? soon?

Posted by newbirds > 2016-06-01 22:50 | Report Abuse

Kenken85 u bet it. Good days are coming Mkh.

Posted by kenken85 > 2016-06-02 09:13 | Report Abuse

guys have a look at mfcb. personally think it is quite a good one. jus to share.

Posted by Aero1 > 2016-06-02 13:36 | Report Abuse

http://jakartaglobe.beritasatu.com/business/world-banks-approves-400m-loan-indonesia-fiscal-policy-reform/

Posted by Aero1 > 2016-06-02 13:38 | Report Abuse

http://jakartaglobe.beritasatu.com/business/indonesias-foreign-tourist-arrivals-rise-14-april/

Posted by Tooan Heng Goh > 2016-06-02 18:42 | Report Abuse

potential of this counter not justified by buy/sell volume la, how?

Posted by Aero1 > 2016-06-03 08:57 | Report Abuse

http://www.bloomberg.com/news/articles/2016-05-31/can-food-labels-kill-added-sugar