Posted by Aero1 > 2016-08-22 18:46 | Report Abuse

Now a Minister made CPO price prediction!
http://www.thestar.com.my/business/business-news/2016/08/22/cpo-prices-may-reach-rm3000-next-year/

Posted by Aero1 > 2016-08-23 09:07 | Report Abuse

DJ Malaysia August 1-20 Palm Oil Exports Up 27.4% -SGS
--------------------------------------------------------------------------------

Malaysia's palm oil exports during the August 1-20 period are estimated up 27.4% on month at 1,045,079 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 1-20 July 1-20
RBD Palm Olein 402,287 315,038
RBD Palm Oil 52,821 74,123
RBD Palm Stearin 75,515 62,775
Crude Palm Oil 292,560 190,600
Total* 1,045,079 820,191


Major importers of Malaysian palm oil:


European Union 203,995
U.S. 54,285
China 168,050
Japan 35,050
India 259,290
Korea 35,730
Pakistan 12,000
Bangladesh 32,950
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 > 2016-08-23 09:43 | Report Abuse

World palm oil stocks continue to be lower!

Commodity Attribute Country 2010/2011 2011/2012 2012/2013 2013/2014 2014/2015 2015/2016 2016/2017
Oil, Palm Production (1000 MT) World 49,192 52,529 56,378 59,342 61,641 59,402 65,495
MY Exports (1000 MT) World 37,276 39,811 43,111 43,191 47,471 45,574 48,017
Ending Stocks (1000 MT) World 8,372 9,511 9,325 9,246 9,435 7,352 7,104

Posted by Aero1 > 2016-08-23 09:47 | Report Abuse

Commodity Attribute Country 2010/2011 2011/2012 2012/2013 2013/2014 2014/2015 2015/2016 2016/2017
Oil, Palm Production (1000 MT) Indonesia 23,600 26,200 28,500 30,500 33,000 32,000 35,000
Malaysia 18,211 18,202 19,321 20,161 19,879 18,250 21,000
MY Exports (1000 MT) Indonesia 16,423 18,453 20,373 21,719 25,964 24,300 25,750
Malaysia 17,151 17,586 18,524 17,344 17,378 17,000 18,000
Ending Stocks (1000 MT) Indonesia 2,390 3,022 3,152 3,210 2,834 1,964 1,914
Malaysia 2,163 2,481 1,784 2,091 2,642 1,882 2,052

Posted by Aero1 > 2016-08-23 09:49 | Report Abuse

Palm oil stocks in Malaysia and Indonesia in 2016 and 2017 are projected to stay low.

Posted by Aero1 > 2016-08-23 11:59 | Report Abuse

http://www.theedgeproperty.com.my/my/content/856778/mkh-expanding-its-landbank

Posted by 77huat77 > 2016-08-23 12:15 | Report Abuse

MKH chart look bullish hope can get good closing today

Posted by gth1234 > 2016-08-23 15:27 | Report Abuse

what is everyone's TP for MKH?

Posted by 77huat77 > 2016-08-23 16:34 | Report Abuse

I guess this Friday or next Monday report will be out

Posted by Aero1 > 2016-08-23 17:12 | Report Abuse

Sime Darby just announced Q4 results. It says _ higher average CPO price realised of RM2,636/MT for the quarter under review versus RM2,242/MT in the previous corresponding quarter.

Posted by Aero1 > 2016-08-23 17:44 | Report Abuse

Will MKH pay interim dividend or dividend in specie in view of record earnings this year?

Posted by 77huat77 > 2016-08-23 23:39 | Report Abuse

http://www.theborneopost.com/2016/08/23/replenishpalm-oil-prices-may-rise-to-rm3000-per-tonne-next-year/

Posted by Aero1 > 2016-08-24 08:58 | Report Abuse

http://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?more=Y&jenis=1M
Average 2016 CPO price
Q1 - RM2,422
Q2 - RM2,599
Q3 so far - RM2,457

Posted by Aero1 > 2016-08-24 09:02 | Report Abuse

1014 GMT [Dow Jones] Asian crude palm-oil price futures rebound from losses to close higher Tuesday boosted by demand from India and topping up of stocks by China. Palm oil shipments from Malaysia, the world's second largest producer after Indonesia, increased more than 25% during August 1-20, from a month ago, according to cargo surveyors Intertek Agri Services and SGS (Malaysia) Bhd. India is the world's biggest vegetable oil importer and meets most of its annual demand from top producers Indonesia and Malaysia. "India will continue to be the world's largest consumer and importer of palm oil. China too will increase its oil purchases," says a Kuala Lumpur-based trader. Benchmark palm-oil futures for November on the Bursa Malaysia Derivatives Exchange rose MYR32 to MYR2575/ton. (vibhuti.agarwal@wsj.com)

Posted by Aero1 > 2016-08-25 12:25 | Report Abuse

0305 GMT [Dow Jones] If strong Asian crude palm oil prices persist into the fourth quarter of 2016 there may be further upside bias for prices to move beyond MYR2800 per metric ton given seasonally lower production, says OCBC analyst Barnabas Gan. He notes that El Nino has officially passed and the chance of a La Nina is only 55% to 60% in 2H16, and may well be delayed until 2017. The Bursa Malaysia benchmark three-month palm oil contract is down 49 ringgit to 2551 ringgit a ton. (lucy.craymer@wsj.com; Twitter: @lucy_craymer)

Posted by Aero1 > 2016-08-25 12:45 | Report Abuse

Room for BNM to reduce interest rate if the inflation stays too low.
http://www.theedgemarkets.com/my/article/malaysias-july-inflation-11-year

Posted by kenken85 > 2016-08-25 13:47 | Report Abuse

for those who follow MKH i think is sitting comfotably to wait for it to climb. Coming QR sure good.

Posted by Aero1 > 2016-08-25 13:47 | Report Abuse

Take a glimpse how an affordable housing developer performed!
Sales increased by 63% while profit jumped 70%.
Interim dividend declared.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5186129

Posted by Aero1 > 2016-08-25 15:54 | Report Abuse

DJ Malaysia Aug 1-25 Palm Oil Exports 1,317,234 Tons - Intertek
--------------------------------------------------------------------------------

NEW DELHI--Malaysia's palm oil exports during the August 1-25 period are estimated up 31.09% on month at 1,317,234 metric tons, cargo surveyor Intertek Agri Services said Thursday.

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

The following are the major items in the Intertek estimate:

(All figures in metric tons)

Aug 1-25 Jul 1-25

RBD Palm Olein 493,196 417,489
RBD Palm Oil 76,404 96,080
RBD Palm Stearin 90,015 86,017
Crude Palm Oil 427,385 223,680
Total* 1,317,234 1,004,802

Major importers of Malaysian palm oil:

China 187,100 180,900
European Union 251,252 190,729
India & Subcontinent 455,970 239,660
Middle East 54,850 81,255

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

Posted by probability > 2016-08-25 17:23 | Report Abuse

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=M&securityCode=6114

results good?

Posted by K.H > 2016-08-25 17:29 | Report Abuse

Nine-month net profit 164.200 million (increased 128.02%)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5186473

Posted by IBanker > 2016-08-25 17:40 | Report Abuse

Result is strong! They keep stock of CPO and prepare for higher selling price in coming QR! Something to look forward!

In B3 of QR:
In addition,plantation division also recorded lower CPO sales in the current quarter of 21,300 MT as compared to the preceding quarter of 32,100 MT. The lower CPO sales was mainly due to
deferment of sales totaling 3,750 MT to the following quarter for better pricing strategy and
absent of external CPO sales trading.

Posted by Aero1 > 2016-08-25 18:47 | Report Abuse

It is good to see its property profit margin improved to 24% from 16%.
It is also good to see its unbilled property sales is still relatively high at RM800 million.
Q4 should see higher property sales with more launches of projects (Hillpark Residence, Boulevard II and TR Residence).

Posted by Chin Hui Lee > 2016-08-25 23:03 | Report Abuse

Even with the 3750MT, the current quarter CPO is still a lot lower than the preceding quarter. How could this happen?

Posted by Aero1 > 2016-08-26 08:31 | Report Abuse

Hui Lee _ The FFB tonnage is encouraging but average CPO realised was still low below RM2,000. This has impacted plantation earnings. CPO wasn't fetching a good price could probably due to the trees are still relatively young.

The plantation earnings should further improve from here, from both prices and volume.

Posted by IBanker > 2016-08-26 08:40 | Report Abuse

Hi Aero. What's ur short term target price for MKH?

Posted by 77huat77 > 2016-08-26 08:42 | Report Abuse

God know hahaha

Posted by gth1234 > 2016-08-26 08:59 | Report Abuse

hold for long term

Posted by kenken85 > 2016-08-26 08:59 | Report Abuse

whole year EPS 50 cents still possible? hmmm. lets wait n c

Posted by oohlala > 2016-08-26 09:16 | Report Abuse

drop like mad ....

Posted by Aero1 > 2016-08-26 09:26 | Report Abuse

Investment horizon 1 to 2 years. TP RM3.50. Core earnings of at least 35 sen with PE 10.

Property division is being transformed and will be exciting when market's sentiment gets better. Maybank yesterday foresees another rate cut this year. Yet to realise its potential and value from partnership with PanaHome. Large beneficiary of MRT project.

Buying cheap into plantation assets with growing contribution. Exciting moments to come with planned landbank expansion and potential venture into downstream business. Indonesia assets will rise in value in tandem with improved economy and appreciating IDR. Likely windfall to shareholders from plantation IPO.

Posted by cheerful1 > 2016-08-26 09:56 | Report Abuse

y mkh result so gd yet price go dwn

Posted by abangadik > 2016-08-26 10:10 | Report Abuse

because it is overhype.

Posted by gth1234 > 2016-08-26 10:25 | Report Abuse

correction period

Posted by quekkeong > 2016-08-26 10:31 | Report Abuse

Big shark play mind game....

Posted by Thelastone > 2016-08-26 11:38 | Report Abuse

Wow!panic selling,good chance

Posted by Jack888 > 2016-08-26 12:39 | Report Abuse

Good chance to accumulate this stock....still in uptrend,,,wait and see.

Posted by dave5 > 2016-08-30 09:25 | Report Abuse

Mkh potential stock will good earnings. buy.

Posted by Aero1 > 2016-08-30 11:16 | Report Abuse

Why the average realised CPO price MKH achieved for the first 9 months was low at RM1,995, compared to other plantation firms with presence in Indonesia such as United P and Genting P? MKH has not entered into any forward CPO selling contract.

Posted by Aero1 > 2016-08-30 15:01 | Report Abuse

"It is not just Malaysia and Indonesia, the points of origin, but also in markets that heavily consume palm oil, so India, China and parts of Europe, they are all tight in terms of inventory position," Concepcion said.
http://jakartaglobe.beritasatu.com/business/palm-prices-climb-tight-supply-output-rebound-looms-golden-agri/

Posted by Kyou > 2016-08-31 20:21 | Report Abuse

Uncle KYY advise you not to buy MKH and shares from property companies even if it shows good profit now.
http://klse.i3investor.com/blogs/koonyewyinblog/103394.jsp

wht do u guys think abt this??

Posted by buddyinvest > 2016-08-31 20:29 | Report Abuse

OTB this morning asked buy Mkh when everyone is fearful

This two main wayang kulit kah?

Posted by wkitwing > 2016-08-31 20:40 | Report Abuse

but honestly speaking,property counters is only for long term........not for mid and short term.so those who do not have the patience to hold long,might consider not buying or sell if have any .

Posted by murali > 2016-08-31 21:08 | Report Abuse

Buddyinvest i shared yr thought..maybe the 2 jokers wanna play some nrw tricks....

Posted by murali > 2016-08-31 21:09 | Report Abuse

Many times i screw the 2 jokers that old dogs cant hardly learn new tricks...mayb this time they want to give us some small surprise...

Posted by alvinchiam > 2016-08-31 21:48 | Report Abuse

investor must be very careful..most company.. give repot base on paper forcast profit.. but not yet hv money come in.. later will miss calculate... or project cancel.. tipu tipu saja..this bosd also like us makan gaji and claim allowance.. ha ha ha.. who care..? nanti i resign laa... he he...

Posted by alvinchiam > 2016-08-31 21:49 | Report Abuse

semua boss makan gaji...saja.. ha ha...

Posted by oohlala > 2016-08-31 22:35 | Report Abuse

Maybe its time to revisit his article below. "why i buy Xinquan" "asset cannot evaporate in thin air" hahaha......

http://klse.i3investor.com/blogs/koonyewyinblog/88909.jsp

Posted by moneySIFU > 2016-08-31 22:43 | Report Abuse

xinquan has become the JOKE of the year 2016.... lol

Posted by HuatRex > 2016-08-31 23:15 | Report Abuse

how reliable is his article?