Posted by kenken85 > 2016-06-03 12:23 | Report Abuse

end of story again.. sad..

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

http://www.bloomberg.com/news/articles/2016-06-01/brazil-soybean-producer-files-for-bankruptcy-as-debt-talks-fail

Posted by gth1234 > 2016-06-06 10:42 | Report Abuse

gg

Posted by Aero1 > 2016-06-06 11:45 | Report Abuse

Do not see this here!
http://www.bloomberg.com/news/articles/2016-06-05/s-p-scorned-by-investors-for-keeping-asia-s-best-debt-at-junk

Posted by Aero1 > 2016-06-06 16:33 | Report Abuse

http://www.bloomberg.com/news/articles/2016-06-06/palm-reserves-in-malaysia-seen-slipping-to-2-year-low-on-ramadan

Posted by Aero1 > 2016-06-07 11:27 | Report Abuse

Commodities entered a bull market on Monday, ending a five-year rout, as supply constraints drive up prices in everything from soybeans to zinc, and help the asset class outperform bonds, currencies and equities so far in 2016. The Bloomberg Commodity Index, which tracks returns from 22 raw materials, closed 21 percent above its low on Jan. 20, meeting the common definition of a bull market. The index is still down about 50 percent from its high reached in 2011.
http://www.bloomberg.com/news/articles/2016-06-06/commodities-enter-bull-market-ending-five-year-selloff-chart

Posted by Aero1 > 2016-06-07 12:40 | Report Abuse

13,266.00 IDR Down 0.78% As of 12:37 AM EDT 6/7/2016

Posted by Aero1 > 2016-06-07 14:57 | Report Abuse

Now PanaHome is in Indonesia. Can't ignore a country with 258 million population.
Same applies to MKH, a natural move to expand in Indonesia.
http://news.panasonic.com/global/topics/2016/45157.html

Posted by oohlala > 2016-06-07 15:43 | Report Abuse

Aero... you really follow everything that will affect MKH closely! thumbs up for you! :) however, market seems reacting in opposite way

Posted by Ricky Kiat > 2016-06-07 15:52 | Report Abuse

thanks, Aero1.

Posted by Aero1 > 2016-06-07 17:53 | Report Abuse

Haha doing homework niah ... believe no free lunch!
oohlala ... this gem may be hidden now but at least you know money is in good assets.

Posted by newbirds > 2016-06-07 20:30 | Report Abuse

before the big boys move in gather now. Tks Aero

Posted by oohlala > 2016-06-07 22:13 | Report Abuse

need to hold long term. in short term USD volatility will hurt its result

Posted by Aero1 > 2016-06-08 15:06 | Report Abuse

Learn from him the branding as well as the costs control. Low cost always wins.
http://www.bloomberg.com/gadfly/articles/2016-06-08/airasia-s-the-real-target-of-region-s-latest-aviation-alliance

Posted by Alex Chan > 2016-06-10 11:07 | Report Abuse

So much selling....why?

Posted by Lukesharewalker > 2016-06-10 12:02 | Report Abuse

Someone buying by 100 shares continuously. Failed operator trying to attract fishes

Posted by Aero1 > 2016-06-10 17:11 | Report Abuse

Today USD strengthens across the board ... but the IDR has been resilient.

Posted by Aero1 > 2016-06-10 17:15 | Report Abuse

http://www.bloomberg.com/news/articles/2016-06-10/fidelity-sees-indonesia-buying-opportunity-as-s-p-keeps-at-junk

Posted by Aero1 > 2016-06-10 17:57 | Report Abuse

Add 2445 ha of palm land. The rationale is in line with the Group’s strategy to expand its existing oil palm plantation for potential future public listing purposes;
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5121105

Posted by K.H > 2016-06-11 00:26 | Report Abuse

Compelling valuation
http://eresearch.bursamalaysia.com/download.aspx?id=18524&type=research

Posted by kenken85 > 2016-06-11 10:09 | Report Abuse

shak.. i m going to all in for mkh.

Posted by calvintaneng > 2016-06-13 09:23 | Report Abuse

all in mkh?
all in oil palm stocks is the only way forward.

Posted by Aero1 > 2016-06-13 13:57 | Report Abuse

Land in Sabah is sold for about RM70k per ha. MKH gets it for RM30k. Sabah land is not more fertile than in Kalimantan. Note that the Land has been cleared and is 79% planted with oil palm trees together with staff quarters, stores and security posts.

Posted by Aero1 > 2016-06-13 14:37 | Report Abuse

Upon completion of the acquisition, MKH to recognise a bargain gain of about RM2.5 million.

Posted by Aero1 > 2016-06-14 09:20 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/06/14/cpo-prices-likely-to-get-a-boost/

Posted by Aero1 > 2016-06-14 09:21 | Report Abuse

http://www.bloomberg.com/news/articles/2016-06-13/indonesia-central-bank-gains-credibility-decades-after-crisis

Posted by Aero1 > 2016-06-14 13:50 | Report Abuse

See the ending stock of palm oil in Indonesia!
http://gapki.id/wp-content/uploads/2016/06/Ina-Palm-Oil-Statistics-Data.jpg

Posted by Aero1 > 2016-06-15 10:29 | Report Abuse

Weighing on switching further from Matrix Concept to MKH in view of better and sustainable assets in the latter.

Posted by kenken85 > 2016-06-15 11:54 | Report Abuse

I cant find any better share for time being compere to MKH. I still wan collect further. good in this low sentiment market. HOpefully can get more.

Posted by Aero1 > 2016-06-15 14:47 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/06/15/indonesia-central-bank-seen-holding-rates-despite-dovish-tone/

Posted by Aero1 > 2016-06-16 08:57 | Report Abuse

It makes lots of sense!
http://jakartaglobe.beritasatu.com/news/indonesias-future-sea-maritime-development-crucial-jokowi/

Posted by dave5 > 2016-06-17 13:10 | Report Abuse

up and down up and down, this time sure up up up mkh liao. haha.

Posted by Aero1 > 2016-06-17 16:47 | Report Abuse

They have been doing the right things!
http://jakartaglobe.beritasatu.com/business/indonesian-central-bank-lowers-benchmark-rate-chance-boost-growth-emerges/
http://jakartaglobe.beritasatu.com/business/bank-indonesia-lowers-payment-requirement-home-purchase/

Posted by kenken85 > 2016-06-18 11:20 | Report Abuse

down down down mKH. haha

Posted by Aero1 > 2016-06-20 09:11 | Report Abuse

Not many Malaysian plantation companies are achieving this level.
"MKH had initially forecast an FFB yield per hectare of 29 tonnes for FY16, but the group has since set a higher internal target of 35 tonnes."

Posted by Aero1 > 2016-06-23 10:02 | Report Abuse

Property sales improved in 2QFY16. After typically slow 1QFY16, property new sales increased to RM222m in 2QFY16, taking 1HFY16 sales to RM305m (+3% y-o-y). This is quite a commendable performance in view of the soft market sentiment. Unbilled sales remains healthy at RM828m which will underpin earnings visibility over the next two years.

Posted by Aero1 > 2016-06-23 12:40 | Report Abuse

http://eresearch.bursamalaysia.com/download.aspx?id=18597&type=research

Posted by Aero1 > 2016-06-23 17:26 | Report Abuse

http://jakartaglobe.beritasatu.com/business/french-parliament-scraps-planned-extra-tax-palm-oil/

Posted by dave5 > 2016-06-23 20:28 | Report Abuse

Up up MKH....

Posted by Aero1 > 2016-06-27 14:20 | Report Abuse

IDR against USD is resilient. 13,336.00 IDR -55.00 -0.41% As of 2:17 AM EDT 6/27/2016

Posted by Aero1 > 2016-06-28 10:44 | Report Abuse

Your Indonesia's assets have been growing so as the earnings.
USD/IDR: 13,267.00 IDR -84.00 -0.63% As of 10:40 PM EDT 6/27/2016

Posted by Aero1 > 2016-06-28 10:52 | Report Abuse

http://jakartaglobe.beritasatu.com/business/tax-amnesty-bill-made-law-tuesdays-house-plenary-session/

Posted by Aero1 > 2016-06-29 09:34 | Report Abuse

A measured leverage by borrowing is good. When IDR strengthens, the assets value is increasing while the liability is dropping. USDIDR 13,160.00 IDR -28.00 -0.21% As of 9:30 PM EDT 6/28/2016

Posted by Aero1 > 2016-06-29 15:02 | Report Abuse

Post Brexit, funds now are chasing for yields.
USDIDR: 13,141.00 IDR -47.00 -0.36% As of 2:57 AM EDT 6/29/2016

Posted by Aero1 > 2016-06-30 16:26 | Report Abuse

There is buy for big quantity but no seller. Bargain buys!

Posted by Aero1 > 2016-06-30 16:33 | Report Abuse

http://www.theedgemarkets.com/my/article/la-nina-weather-should-boost-2017-palm-oil-yields-support-prices

Posted by oohlala > 2016-07-01 18:06 | Report Abuse

time to collect.... market seems not buying into property or plantation group

Posted by Aero1 > 2016-07-04 10:37 | Report Abuse

No more new land from cutting down trees!
http://jakartaglobe.beritasatu.com/business/palm-oil-firms-ditch-no-deforestation-pact-indonesia/
http://jakartaglobe.beritasatu.com/corporate-news/palm-oil-still-gold-standard-minamas/

Posted by Aero1 > 2016-07-05 09:34 | Report Abuse

http://www.bloomberg.com/news/articles/2016-07-04/palm-oil-stockpiles-in-malaysia-seen-climbing-as-demand-weakens

Posted by Aero1 > 2016-07-05 09:53 | Report Abuse

When central bankers do easing, normally it is good to commodities prices!
http://jakartaglobe.beritasatu.com/business/brexit-mess-boosts-prospects-asia-central-bank-easings/