Jason Ngu's comment on MKH. All Comments

Jason Ngu
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MKH Oil Palm Bhd ipo = 60 cents, market capitalisation around 600 million
AD YG
mkh shareholder got any benefit?
Like · 1 year · translate
Jason Ngu
七股mkh送1股mkhop
Like · 1 year · translate
Jason Ngu
园区地理位置优越

MKHOP称得上是我国很早进入印尼市场的外资,随着印尼总统佐科威2019年8月宣布,将首都迁至东加里曼丹被命名为努山达拉(Nusantara)的新首都,而该公司在东加里曼丹的油棕园,恰好坐落在新首都100公里半径范围内,相信这片土地未来会有更多的发展机会。

距离印尼新首都100公里

询及对印尼迁都的期待,曾贵秋直言,公司会紧跟新首都的发展步伐,至于会否寻觅新的土地,他笑而不答,仅分享早前参与新首都建设参访团的见闻,包括总统府在内的建设,都已如火如荼进行中。

“印尼迁都必然会带动当地整体商业活动、发展乃至经济增长,毕竟比起原有的首都雅加达,努山达拉坐落的东加里曼丹土地更为广袤,而整个加里曼丹岛的面积,是大马的1.6倍大。”MKHOP在东加里曼丹的4万5000英亩的园地,地理位置相当优越,他说,从机场就能直达驱车到园区,无需跋山涉水或是转几趟车。

“从吉隆坡前往东加里曼丹,飞行时长大概2小时半至3小时,一下机上到车就能直接抵达园区,非常方便。”

值得一提的是,印尼土地政策和应用具有很大的伸缩性,有利农业土地转型为工业或综合发展用途,以跟上经济发展的变化及需求。
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Like · 10 months · translate
Jason Ngu
Out of the 220 million new shares, the company allocated 51.21 million shares to the public, while 168.79 million shares are reserved for private placement to select investors.

Applications for the IPO will be closed on April 16, while the listing is set for April 30. With an enlarged share capital of 1.02 billion shares, the group will have a market capitalisation of RM634.6 million upon listing.
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Like · 7 months · translate
Jason Ngu
The company sees a price-earnings ratio of 20.3 times, based on its net profit of RM30.4 million for the financial year ended Sept 30, 2023 (FY2023).

This represents a decline of 45.2% from the net profit of RM55.5 million in FY2022, due to the rising operating costs amid an increase in operational activities, driven by more favourable weather conditions.
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Like · 7 months · translate
Jason Ngu
According to its statement on Friday, the company plans to use RM42 million or 30.8% of the proceeds to acquire lands for oil palm plantations within the East Kalimantan province, while RM9 million or 6.6% would be used to set up a palm kernel crushing facility to provide the group with an additional income stream.
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Like · 7 months · translate
Jason Ngu
Meanwhile, another RM42 million or 30.8% of the total proceeds will be used for capital expenditures for existing plantation lands, the upkeep of the existing palm oil mill, the refurbishment of staff housing quarters, and the expansion of the electricity supply.
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Like · 7 months · translate
Jason Ngu
The group will also allocate RM33 million or 22% of the proceeds for loan repayments, and the remaining RM13.4 million or 9.8% for working capital and listing expenses.

M&A Securities is the adviser, underwriter and placement agent for the IPO. Kenanga Investment Bank is the joint writer and joint placement agent, while AmInvestment Bank is also the joint placement agent.
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Like · 7 months · translate
Jason Ngu
为何这支建筑股不起..?
Like · 6 months · translate