Posted by Aero1 > 2016-08-15 16:55 | Report Abuse

DJ Malaysia Aug 1-15 Palm Oil Exports 733,369 Tons -Intertek

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By Lucy Craymer

HONG KONG--Malaysia's palm oil exports during the Aug 1-15 period are estimated up 30.6% on month at 733,369 metric tons, cargo surveyor Intertek Agri Services said Monday.

Another surveyor, SGS (Malaysia) Bhd., is expected to issue its estimate later Monday.

The following are the major items in the Intertek estimate:

(All figures in metric tons)

Aug 1-15 Jul 1-15
RBD Palm Olein 306,827 244,848
RBD Palm Oil 44,096 70,670
RBD Palm Stearin 52,115 37,297
Crude Palm Oil 192,915 103,850
Total* 733,369 561,471

Major importers of Malaysian palm oil:

China 97,900 65,300
European Union 126,417 138,254
India & Subcontinent 248,550 115,630
Middle East 31,150 77,090

*Palm oil product volumes don't add up to total as some products aren't included.

Posted by cheoky > 2016-08-15 17:00 | Report Abuse

Hold donkey years. Lucky got add on. Now everyone recommending this counter....

Posted by 77huat77 > 2016-08-15 17:13 | Report Abuse

Must thanks a lot aero1 for the latest info about mkh and cpo price

Posted by Aero1 > 2016-08-15 18:19 | Report Abuse

77 huat :) hope MKH price can be elevated like http://www.bloomberg.com/news/articles/2016-08-15/indonesia-wins-air-safety-upgrade-from-u-s-in-gain-for-garuda

Posted by SALAM > 2016-08-15 18:27 | Report Abuse

Take one direct step ahead !
Buy DIRECTLY CPO Futures instead of company shares !!!

Posted by 77huat77 > 2016-08-15 18:35 | Report Abuse

Hope so and reach above 3.5 end of August

Posted by quekkeong > 2016-08-15 22:59 | Report Abuse

buy about march , but april the price up to 2.80 but after that cpo drop, so the stock price also drop , wait few months, but im wont worry, because this stock still can up.....just like old time KLK.... this stock can hold and buy. This price suddenly up today also got many reason, investor also come into this stock again today, and that Friday newspaper also got news about the palm oil...

Posted by veln82k6 > 2016-08-16 06:18 | Report Abuse

up trend liao..Be patient..

Posted by veln82k6 > 2016-08-16 06:20 | Report Abuse

Go go go

Posted by Aero1 > 2016-08-16 08:54 | Report Abuse

The National Economics and Industry Committee, or KEIN, advising the president on the economy will present an industrial roadmap to President Joko "Jokowi" Widodo in October, in an effort to spur growth in priority industries.

“The focus of the roadmap considers the country’s human and natural resources. We can’t be Japan with its automotive industry, but the resources actually allow us to lead in agriculture, maritime, even creative industry,” KEIN chairman Sutrisno Bachir in Bogor, West Java on Saturday afternoon (13/08).

Where will businessmen put their money? And can't ignore 250 million Indonesia population. See QL is putting big money there.

Posted by Aero1 > 2016-08-16 09:05 | Report Abuse

DJ Malaysia August 1-15 Palm Oil Exports Up 31.6% -SGS
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Malaysia's palm oil exports during the August 1-15 period are estimated up 31.6% on month at 750,942 metric tons, cargo surveyor SGS (Malaysia) Bhd. said Monday.

The following are the major items in the SGS estimate:

(All figures in metric tons)


August 1-15 July 1-15
RBD Palm Olein 305,628 255,083
RBD Palm Oil 29,870 51,263
RBD Palm Stearin 49,615 29,580
Crude Palm Oil 208,080 108,050
Total* 750,942 570,631


Major importers of Malaysian palm oil:

European Union 131,771
U.S. 17,685
China 130,050
Japan 29,243
India 207,900
Korea 24,330
Pakistan 12,000
Bangladesh 24,500
Egypt 550
Turkey 7,500
South Africa 35,930

*Palm oil product volumes don't add up to total as some products aren't included

SGS Malaysia is a division of the Switzerland-based Societe Generale de Surveillance Group.

Posted by Aero1 > 2016-08-16 11:42 | Report Abuse

0228 GMT [Dow Jones] Asian crude palm oil is likely to remain supported after the U.S. soybean market rallied strongly Monday on the Chicago Board of Trade. Commonwealth Bank of Australia says in a note that the soybean market has shrugged off forecasts for record U.S. soybean product in 2016 and "appears focused on the prospect of record demand." Soybean oil is a substitute for palm oil so the two commodities often trade in parallel. The Bursa Malaysia benchmark three-month palm oil contract ended up MYR100/ton at MYR2625/ton Monday. (lucy.craymer@wsj.com; Twitter: @lucy_craymer)

Posted by Aero1 > 2016-08-16 17:42 | Report Abuse

2.80 level supported well.

Posted by Ricky Kiat > 2016-08-16 17:46 | Report Abuse

incoming high production will offset the high export. but the crucial time is early 2017 when production decrease because el nino effect . hope cpo can reach 3000 this time. ...after that we will huat ah....cheers...

Posted by Icon8888 > 2016-08-16 17:50 | Report Abuse

Wah sifu Ricky Kiat stocks all up. This year very Huat

Posted by 77huat77 > 2016-08-16 20:00 | Report Abuse

ricky Kiat ! Kiat Kiat !

Posted by 77huat77 > 2016-08-16 20:01 | Report Abuse

Icon 8888 also huat, I think you and the one laugh the loudest all the way to bank

Posted by Icon8888 > 2016-08-16 20:05 | Report Abuse

Everybody also Huat lah

Posted by Ricky Kiat > 2016-08-16 21:12 | Report Abuse

lucky time, everybody huat together lah....(^o^)

Posted by Ricky Kiat > 2016-08-16 21:14 | Report Abuse

sifu icon888 singing to the bank already.....cheers (^o^)

Posted by luckyman > 2016-08-16 22:25 | Report Abuse

Wouldn't be surprised to see the price inching up to RM4 if its EPS can reach 50 sen for this FY ending September 2016 based on a PE of 8. Huat !!!!!!!

Posted by Aero1 > 2016-08-17 08:43 | Report Abuse

Standing out among the Southeast Asia countries!
http://jakartaglobe.beritasatu.com/business/president-unveils-2017-state-budget-house-targets-stronger-economic-growth/

Posted by Aero1 > 2016-08-17 08:46 | Report Abuse

Justified to invest more in Indonesia!

Three Measures
Jokowi has said he wants to transform Indonesia, a string of more than 17,000 islands that would stretch almost from New York to London, into a maritime power and has in the past laid out a plan to develop the fishing industry, improve port infrastructure and bolster sea defenses.
“In the year of development acceleration, the government is focusing on three breakthrough measures to eradicate poverty, unemployment and social inequality," he said in his speech. "Those three measures are: One, expediting infrastructure development. Second, preparing productive capacity and human resources. Three, deregulation and de-bureaucratization.”

Posted by Aero1 > 2016-08-17 08:54 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/08/17/triple-boost-for-cpo/

Posted by Aero1 > 2016-08-17 14:17 | Report Abuse

Market value now of Matrix Concept is RM1.4 bil while MKH is RM1.2 bil. Is this justified if one's investment horizon is 1 to 3 years? Mathematically, the difference of RM200 mil is about 50 sen per share potential upside to MKH.

Posted by 77huat77 > 2016-08-17 16:02 | Report Abuse

Aero1 give you thousand like !

Posted by Ricky Kiat > 2016-08-17 17:30 | Report Abuse

big thanks to bro Aero1.

Posted by Harryt30 > 2016-08-17 20:48 | Report Abuse

FCPO very bullish, KLK, BKAWAN and UTDPLNT result also not bad. Is a good sign for plantation industry.

Posted by abangadik > 2016-08-17 20:51 | Report Abuse

Wahh..Promotion counter :D

Posted by Aero1 > 2016-08-18 08:28 | Report Abuse

Soybean oil and palm oil prices show bullish sign!
http://www.bursamalaysia.com/market/derivatives/prices/#/?page=1&contract_code=FCPO
http://www.bloomberg.com/quote/BO1:COM

Posted by Aero1 > 2016-08-18 10:10 | Report Abuse

Write a comment..http://www.bloomberg.com/news/articles/2016-08-18/indonesia-palm-exports-seen-at-three-month-high-on-china-demand
http://www.thestar.com.my/business/business-news/2016/08/18/palm-oil-enters-bull-market-as-demand-rises/

Posted by Aero1 > 2016-08-18 10:19 | Report Abuse

Indonesia statistics! (In million)
See the closing stock .. not even enough to cover 1 month export.

July 2016 June 2016 July 2015
Production 2.70 2.69 2.57
Exports 1.90 1.78 2.09
Stockpiles 1.72 1.80 2.95

Posted by Aero1 > 2016-08-18 15:41 | Report Abuse

MKH is still about property!

Upcoming projects integrated with LRT/MRT.
http://mkhberhad.com/properties/jalan-tun-razak/
http://mkhberhad.com/properties/jalan-bukit-kajang/

Posted by kenken85 > 2016-08-19 08:45 | Report Abuse

yest good close. volume buiding up. sit and wait for QR come out. then. boom.. !!

Posted by Aero1 > 2016-08-19 11:09 | Report Abuse

Chen said ... What sets us apart from others are the locality of our property developments, many which are near the upcoming MRT and LRT stations. Property and Plantation Division will continue to be the twin booster to support the Group’s future earnings and growth momentum. PanaHome MKH Malaysia Sdn Bhd is a joint venture construction company between the Group (49%) and PanaHome Malaysia Sdn Bhd (51%) combining the Group’s knowledge in the real-estate development business with PanaHome’s Japanese construction technology. To date, our land bank has steadily increased to a gross development value (GDV) of RM12.0 billion which will keep us busy for the next 10 years. At least 7 of our current and future projects are located near MRT stations.

Posted by Aero1 > 2016-08-19 12:09 | Report Abuse

曾贵秋：美景控股正考虑与一家上市伙伴合作，进军下游业务，生产食用油。摄影： Kenny Yap
（吉隆坡23日讯）虽然棕油价格将上升，但没有多少种植集团预计受惠，因厄尔尼诺（El Nino）现象料导致产量下降。然而，对产业发展商美景控股（MKH Bhd）而言，棕油价格走高是个好消息，因其在印尼拥1万5900公顷油棕园。

事实上，这对美景控股来说是个好时机，将种植业务更上一层楼，因产业市场仍未见起色。

其实，该集团正热衷于提高在印尼的种植组合，包括可能扩大至木薯种植业。而且最终可能分拆种植业务，并在印尼或新加坡上市，以释放其价值。

美景控股执行主席丹斯里曾贵秋接受《The Edge》财经日报访问时表示，管理层正积极在目前种植园坐落的东加里曼丹，物色更多种植园地。

“我们收到多方接洽，在加里曼丹联营和收购大幅种植地，但我们一直在精挑细选，因为良好且肥沃的土地须相当大的努力。”
他补充，这放慢了集团的种植园地收购计划。

曾贵秋暗示，该集团可能很快敲定在低成本区的2000公顷种植地收购。他指出，目前1万5900公顷地的成本当时买入仅4亿令吉，但截至去年9月30日止2015财政年，值10亿令吉，本财年更可能高达11亿令吉。
他说，美景控股也正考虑在今年与一家上市伙伴合作，进军下游业务，生产食用油。

该集团还看中在印尼收购木薯农场的机会，以扩大集团农业组合，并在未来出口木薯至其他国家，包括中国的机会。
“如果美景控股能够找到另一幅2000至4000公顷的种植地，本集团可能分拆种植业务为独立的上市实体。”
截至2015年12月31日的2016财年首季，美景控股种植业务占集团税前盈利的约20%，曾贵秋预计，第二季将升至25%。
他补充，如果净原棕油价格达每吨2300令吉，这比重在2017财年可能进一步升至40%。

他表示，厄尔尼诺现象并没有严重影响该集团在东加里曼丹的棕油产量，且该集团仍然有望实现2016财年的生产目标。
“截至第二季，我们的鲜果串产量累积到21万8700吨，占全年41万3000吨目标的53%。”

他并称，在厄尔尼诺抵达该地区前，管理层已经准备了必要的灌溉工作和其他缓解措施。

美景控股最初预计2016财年的每公顷鲜果串产量为29吨，但基于每吨2300令吉的原棕油价格，该集团将内部目标提高至35吨。
“我们预计今年的原棕油价格在每吨2400和2700令吉之间交易。”他说，市场普遍认为由于目前产量和库存主要因为厄尔尼诺天气而下降，原棕油价格展望依然正面。

这是基于世界最大的棕油生产国印尼上个月宣布，正在研究停止对油棕生产的新特许权，这可能进一步限制这个行业的可用土地。
此外，如果印尼的B20生物柴油计划和大马B10计划可成功和切实执行，曾贵秋觉得，对本地的原棕油盈余消费将带来正面效应，从而维持原棕油价格于更持续的价位，波动较小。

同时，在8亿2700万令吉的强劲未入账销售带动，预计2016财年创净利纪录的美景控股，已下调本财年的销量预期，从8亿令吉降至6亿令吉，符合当前经济环境。

尽管如此，他不预期产业销售放缓将影响集团2017财年的盈利，因今年销量较低的预期只会在2018财年显现。
据他说，8亿2700万令吉的未入账销售料支撑集团2016和2017财年的盈利能见度。该集团截至第二季的新销售合共约3亿令吉。
“这两年内的种植业务盈利能见度，可能能够支持未来两年的盈利强劲。”

曾贵秋表示，种植业务能够帮助集团减轻产业市场疲软的风险。

他还表示，该集团旨在维持2016财年每股5仙或更高的单层股息。
该集团2016财年首季净利从上财年同期的3013万令吉，倍增至6167万令吉。2015财年为8696万令吉。
该集团预计在本财年推介6个产业项目，发展总值合共9亿4800万令吉。

“我们一直在寻找具有良好发展潜力的土地，无论是本地还是国外。印尼可能是我们第一个产业发展的海外市场。”
该集团的地库主要坐落于加影、士毛月和莎阿南北部，潜在发展总值预计达97亿令吉。

（编译：陈慧珊）

Posted by Aero1 > 2016-08-19 14:50 | Report Abuse

“The underlying message is that the reason we are seeing demand coming from ex-China, is that it’s the emerging markets where we see the next leg of growth.”
Growth in Southeast Asia and India to add to demand.
http://www.bloomberg.com/news/articles/2016-08-19/a-commodities-rebound-is-accelerating-right-on-china-s-doorstep

Posted by Aero1 > 2016-08-19 15:01 | Report Abuse

CPO USD price.
http://cloud.highcharts.com/show/yqafuj

Posted by K.H > 2016-08-19 15:11 | Report Abuse

Developers are turning to area for its growth potential
http://www.thestar.com.my/business/sme/2014/03/07/kajangs-new-appeal-developers-are-turning-to-area-for-its-growth-potential/

移居隆南
http://www.enanyang.my/news/20140905/%E7%A7%BB%E5%B1%85%E9%9A%86%E5%8D%97%E5%90%A7%EF%BC%81/
http://najibmohamed.com/kajang-2-projek-pembangunan-bandar-baru-oleh-mkh-berhad/

Posted by Aero1 > 2016-08-19 18:06 | Report Abuse

Added 32.19 Freehold land! http://www.bursamalaysia.com/market/listed-companies/company-announcements/5180833

Kajang 2 now has a total landbank of 432 acres. Watch out for development on this strategic location.

Posted by enid888 > 2016-08-19 22:25 | Report Abuse

The 2 entrance flyovers into Kajang 2 had been finalized. 1 of the entrances had been completed and the other one is under construction now. Very good and strategi move by MKH that they are having JV with the adjoining land owner. Now, Kajang 2 is comprising a bigger area and it will enable a better township planning for Kajang 2.

Posted by enid888 > 2016-08-19 22:37 | Report Abuse

In fact, the development for Kajang 2 was purposel put on hold for the last few years by MKH. This is good because the township planning for the other 2 developers (Tropicana and Nadayu) which have their developments at the adjoining lands have been confirmed and MKH can now do better town planning for Kajang 2 to optimize and maximize the values of the development. Kajang 2 land location is more strategic as compared to the other 2 developments and therefore the commercial areas will serve the all three MKH, Tropicana and Nadayu developments.

Posted by valueinvestor > 2016-08-21 12:56 | Report Abuse

Congrats to those who bought MKH-wb right after reading
http://klse.i3investor.com/blogs/icon8888/100411.jsp

Posted by Aero1 > 2016-08-21 20:56 | Report Abuse

Pleasure reading! http://www.theedgeproperty.com.my/my/content/853481/semenyih%E2%80%99s-growth-spurt

Posted by Aero1 > 2016-08-22 09:12 | Report Abuse

DJ Malaysia Aug 1-20 Palm Oil Exports 1,027,039 Tons -- Intertek

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By Lucy Craymer

Malaysia's palm oil exports during the Aug. 1-20 period are estimated up 25.6% from a month ago at 1,027,039 metric tons, cargo surveyor Intertek Agri Services said.

Another surveyor, SGS (Malaysia) Bhd., is expected to issue its estimate Monday.

The following are the major items in the Intertek estimate:

(All figures in metric tons)

Aug 1-20 Jul 1-20
RBD Palm Olein 407,826 342,503
RBD Palm Oil 21,424 86,380
RBD Palm Stearin 71,015 74,797
Crude Palm Oil 316,710 152,850
Total* 1,027,039 817,736

Major importers of Malaysian palm oil:

China 137,300 138,300
European Union 199,022 167,469
India & Subcontinent 342,325 177,630
Middle East 36,550 78,590

*Palm oil product volumes don't add up to total as some products aren't included.

Write to Lucy Craymer at lucy.craymer@wsj.com, @lucy_craymer

(END) Dow Jones Newswires

August 21, 2016 04:51 ET (08:51 GMT)

Posted by Aero1 > 2016-08-22 11:06 | Report Abuse

After exactly a year, the same parties entered into another JV to add 32.19 freehold land shows that Kajang 2 has great prospects and potential to be developed into an integrated township. The prospects are likely to be enhanced by the on-going infrastructure projects such as MRT, new KTM station and new interchange which are targeted for completion in 2017.

Posted by 77huat77 > 2016-08-22 11:26 | Report Abuse

Can't wait to have the handsome double eps in the coming quarter report

Posted by luckyman > 2016-08-22 12:24 | Report Abuse

I will wait for the final quarterly result in November to see the maximum boost on its share price. Huat !!!

Posted by gth1234 > 2016-08-22 13:11 | Report Abuse

after waited for so long, mkh finally fly high again!! yesss

Posted by Aero1 > 2016-08-22 14:26 | Report Abuse

http://www.theedgemarkets.com/my/article/palm-oil-average-rm2678-tonne-2016-malaysia-trade-body