Posted by SJSOON > 2014-01-03 13:53 | Report Abuse

There are quite a number of property stocks to be picked in this new year. Most of them are considered cheap and the existing price has already factored in those adverse news (eg, curbing measures etc). For example, some cheap counters with sound fundamental are available, such as SBCCORP (Jesselton Quay Project on track) and MKLAND (holding huge acres of land bought before the significant land price surge and yet to be re-valued on book). In general, they have a relatively low PE, high NAPS and high EPS as well as profit visibility.

Posted by Aero1 > 2014-01-03 14:59 | Report Abuse

Another perspective: Market value of the land (for property business ONLY) already exceeds 800 mil. This easily made up 80% of the maket value of MKH.

Project Location/Land acre/RMpsf/Market value RMm
Kajang 2 Kajang/ 220 FH/ 25/ 234.1
Hill Park Shah Alam Puncak Alam/ 558 LH/ 6.7/ 159.1
MKH Avenue I Kajang city/ 3 LH/ 120/ 15.3
MKH Avenue II Kajang city/ 15 LH/ 80/ 51.1
Pelangi Heights Pajam/ 45 FH/ 10/ 19.2
Hill Park Homes 3 Semenyih/ 28 FH/ 20/ 23.8
Kajang East Semenyih/ 138 FH/ 20/ 117.5
Hill Park Homes 4 Semenyih/ 75 FH/ 20/ 63.8
Saville@Kajang Kajang city/ 6 FH/ 60/ 15.3
MKH World Serdang/ 12 FH/ 150/ 76.6
MKH City Kajang city/ 6 LH/ 120/ 30.6

Posted by Aero1 > 2014-01-03 15:43 | Report Abuse

And the land value will only rise and rise .. population growth, better infrastructure (road and MRT) and inflation factors.

Posted by Aero1 > 2014-01-03 15:54 | Report Abuse

Just to share ..
He is a brilliant investor. Has shares portfolio worth 30 mil and annual dividend income of 1 to 2 mil. In property you have RPGT but in stock market it is no tax.

创国内“裸捐”做慈善第一人
陈凯希也是海鸥集团董事经理，他昨晚出席雪州老友联谊会晚宴致词时宣布此事。
他今日受《南洋商报》询问时再补充，本身个人名义下拥有的股票目前价值超过3000万令吉，当他逝世后这些股票的价值是否会更高或较低，目前是未知数。此外，他的公积金数额也超过100万令吉。
他说，日后全数捐出的总额将有多少目前难以准确计算，只能够确定股票将是最大笔数目。
陈凯希说，在有生之年仍会如目前一样，每年把名下股票分红约100万至200万令吉全部捐献予需要的团体。
“我是从2010年开始这么做，把所得悉数捐献岀来，因为我觉得这是非常有意义的事。”
他周三晚在致词宣布此事时说，希望这项宣布将可起着抛砖引玉作用，鼓励更多人响应善举，让更多有需要帮助的机构和团体受惠。

Posted by chinesetea > 2014-01-03 18:09 | Report Abuse

The key thing is how they are going to use these land. Sell it or build or plant something.

Posted by nicky > 2014-01-03 19:24 | Report Abuse

Next week TP ?

Posted by racktorick > 2014-01-03 20:48 | Report Abuse

who is 陈凯希 ?

Posted by Steven Yong > 2014-01-03 21:01 | Report Abuse

HAIO boss

Posted by Mark Bird > 2014-01-03 22:56 | Report Abuse

I get it now

Posted by calvin > 2014-01-04 00:17 | Report Abuse

Just for share
Pic:jobscentral.com.my -MKH Bhd (formerly known as Metro Kajang Holdings) could see its value double this year.

Its share price surged yesterday, boosted by a report from Hwang DBS Research unit valuing the company at twice as much as its 2013 closing price of RM2.69.

MKH, a niche township developer in Kajang, has a 25-year unblemished profit track record.

Executive chairman Tan Sri Alex Chen Kooi Chiew drove the company into the plantation business in 2008, making East Kalimantan the home base for its plantation division.

The company has a 15,900ha oil palm estate in East Kalimantan and is looking to acquire an additional 20,000ha in the same area.

According to Hwang DBS, the plantation business helped increase core profit in 2013 by 96 per cent. Up to the nine months ended August 31 2013, MKH's net profit attributable to shareholders was up by 124.3 per cent year-on-year to RM47.1 million from RM21 million.

Hwang DBS values MKH at RM5.40 a share, noted even as this price, it remains the cheapest proxy to the plantation sector.

Posted by almufathal > 2014-01-04 09:46 | Report Abuse

i assume MKH value is up based on the plantation sector will boom this year

Posted by Aero1 > 2014-01-04 10:52 | Report Abuse

10 Stocks to watch in 2014--The Star Biz
http://klse.i3investor.com/blogs/sharethenews/44333.jsp

Posted by Aero1 > 2014-01-04 11:00 | Report Abuse

chinesetea..you ask a relevant question.
But you hardly get wrong with land. More so with MKH where this company has been profitable for the past 25 years.
My investments actually are skewed towards land based businesses.

Posted by Mark Bird > 2014-01-04 11:16 | Report Abuse

MKH TP 5.40
Fast growing, cheap plantation play. Under appreciated. Beneficiary of MRT connectivity. Record unbilled sales buoyed by strong demand for affordable housing. The counter came under the radar of Hwang DBS Vickers Research, Kenanga Research and SJ Securities Sdn Bhd.

Posted by lcng123 > 2014-01-04 12:00 | Report Abuse

mkh is top counter in my portfolio (22%) with average price at rm1.69. hope it can double my investment next week. engine just started and i am waiting for it to fly.

Posted by Aero1 > 2014-01-04 14:25 | Report Abuse

hor say liao! lcng123

Posted by lotusf1 > 2014-01-04 15:38 | Report Abuse

Strategy play for this stock : buy ...buy..hwang dbs cnt be wrong!n i wont be wrong!

Posted by almufathal > 2014-01-04 19:18 | Report Abuse

ok buy buy buy

Posted by Tessa Joseph > 2014-01-04 19:32 | Report Abuse

:)

Posted by almufathal > 2014-01-04 19:46 | Report Abuse

tessa....u invest this counter?

Posted by Tessa Joseph > 2014-01-04 19:51 | Report Abuse

i bot the warrant 1.03 jual 1.12 tak sampai satu jam, it doesn't bother me up and up the following day, i might consider to go in again though, lets see monday.

Posted by abdul_rahim > 2014-01-04 19:56 | Report Abuse

got some on Friday tho...

Posted by Tessa Joseph > 2014-01-04 19:58 | Report Abuse

rahim what's the price?

Posted by almufathal > 2014-01-04 21:09 | Report Abuse

i opt for long term Tessa

Posted by Tessa Joseph > 2014-01-04 21:12 | Report Abuse

good for you!

Posted by Mark Bird > 2014-01-05 11:56 | Report Abuse

Aha! MKH ripe for both Short-Term Trades & Long-Term Investments
BUY BUY BUY

Posted by cmchin > 2014-01-05 13:51 | Report Abuse

When MKH annual report 2013 will be come out?

Posted by bsngpg > 2014-01-05 16:30 | Report Abuse

Can an ugly duckling become a beautiful white swan in two weeks? If you are so optimistic on MKH, where were you when MKH was still hovering around 2.60 ? Do you think HwangDBS has a magic wand turning MKH into beautiful swan by simply publishing a report? Do you believe that CPO is now going to the sky by just two weeks? Plantation value? Why didn’t you know its value 2 weeks ago? Does the value just appreciate in these 2 weeks?

2 months ago, many were pessimistic on property market due to the announced negative measures in Budget 2014, do you think that the negative measures have been now lifted? How about the loss on currency exchange? Indo Rupiah is still depreciating.

My advice is that please think twice before jumping in with your hard earned money. Take a step backward from this thread or forum; think independently, why not 2 weeks ago but now? GOOD LUCK.

p/s: I certainly enjoy the increase on the share price. In fact I regret that I were too slow and conservative in accumulating the stock.

Posted by bsngpg > 2014-01-05 16:31 | Report Abuse

lcng123 and Aero1 : CONGRATULATION!. You deserve the reward as you are the gatekeepers of this counter. Thank you.

Posted by bsngpg > 2014-01-05 16:54 | Report Abuse

THOUSAND CONGRATULATION to ALL royal gatekeepers.

Posted by lcng123 > 2014-01-05 17:08 | Report Abuse

you are right bsngpg. i am not worry about the government policy against property sector, but more worry about the rupiah get depreciating recently will affect the profit in mkh's plantation sector.

Posted by almufathal > 2014-01-05 17:21 | Report Abuse

hmmm...bns...i think most of the stocka have potential to grow...maybe this year is Mkh year....maybe it can become new Dsonic...who know....i never believe that dsonic can go up to rm10 and also ecoworld....from rm 0.34 and now rm 4 above....crazy....i hope mkh will go crazy as well...anyway...thanks for your adviece..appreaciate that

Posted by johnny cash > 2014-01-05 17:25 | Report Abuse

for time being the counter will be bullish,,so take advantage of the situation..if majority are worried about rupiah depreciating, then use hit n run strategy, monday buy then when it goes up with some profit then sell...fast action ha,,news on MKH is still fresh only

Posted by almufathal > 2014-01-05 17:34 | Report Abuse

and i dont see anyone too bullish on this counter....except the news from analyst...top ten stock in 2014...

Posted by johnny cash > 2014-01-05 17:50 | Report Abuse

target price given very far to 5.40,,very rare to get such recommendation from analyst...SC cannot interfere and suspend the counter..at least there is no dangerous speculation on this uptrend counter.. the early ones will make good profit

Posted by 逍遥子 > 2014-01-05 17:58 | Report Abuse

6 months ago when the price is hanging around $2.4+, I posted that this counter have some good potential and I put a TP of $3. During that time not many people interested because this counter is not active and low volume. Recently just because of few analyst reports stated some good news, suddenly this counter become everyone sweetheart. The fundamental of this counter does not change since then and in fact added a risk on forex loss. This is share market......... Ha ha ha

Posted by almufathal > 2014-01-05 18:41 | Report Abuse

tulisan cina....no volume how to buy....i que kwantas for 2 weeks....no volume at all

Posted by Tessa Joseph > 2014-01-05 19:23 | Report Abuse

need to watch closely tomorrow!

Posted by bsngpg > 2014-01-05 20:27 | Report Abuse

逍遥子 : at least I were interested and bought the first batch in early Nov13 and the second batch at the end of the same month. Thks for your many informative and helpful posts on MKH.

Posted by 逍遥子 > 2014-01-05 21:52 | Report Abuse

bsngpg, u are always welcome. I did not do much, I just posted the info. that I know. Anyway, let see tomorrow how ??

Posted by almufathal > 2014-01-05 23:11 | Report Abuse

bsn..u are the best

Posted by almufathal > 2014-01-05 23:12 | Report Abuse

every investor should listen to you

Posted by ladzatz > 2014-01-06 01:41 | Report Abuse

why now? why not a month before...making me garu kepala

Posted by almufathal > 2014-01-06 09:10 | Report Abuse

boleh masuk lagi.....TP still long way to go! Personal target RM4!

Posted by agrimineral > 2014-01-06 09:16 | Report Abuse

At this point quite risky

Posted by lcng123 > 2014-01-06 09:34 | Report Abuse

the rally just began.

Posted by Aero1 > 2014-01-06 09:41 | Report Abuse

With this age profile, the CPO yield of 3.5 mt/ha achieved in FY13 was amazing!

planting schedule
Year/ HA/ Age/ Status
2008/ 3,80/0 5/ mature
2009/ 5,200/ 4/ mature
2010/ 4,300/ 3/ mature
2011/ 1,100/ 2/ immature
Total 14,400 ha
Weighted average age : 3.81

Posted by winwin > 2014-01-06 09:49 | Report Abuse

RSI > 90. BEWARE!!!

Posted by Mark Bird > 2014-01-06 09:52 | Report Abuse

3.15 That's the way, aha, aha, I like it!!!

Posted by kenken85 > 2014-01-06 09:54 | Report Abuse

can close 3.15 i ady satisfied for today =)