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11-07-2023, 07:18 AM
MKH is a Bursa property company with two major profit contributors – Property Development and Plantation.
The Plantation segment is cyclical and has reached “maturity”. While cyclical, the Property Development segment cycle is different from that of the Plantation segment.
The Malaysian property market has been soft since the mid-2010s. This was the result of several measures by the government to reduce property speculation. Covid-19 aggravated the situation. But with the post-Covid-19 opening of the economy, the bottom of the cycle has been reached.
I expect the property performance of MKH in the coming years to improve. Together with the expected improvement in the market sentiments, the market price of MKH would be much higher than what it is today.
![[Image: MKH.png]](https://i.postimg.cc/j5XWTHM6/MKH.png)
There are two general questions value investors ask before investing in a company:
My analysis and valuation of MKH are intended to answer these questions. I believe that the answers to both of them are positive.
For the details go to my blog article: "MKH – will there be another multi-bagger opportunity?"
The Plantation segment is cyclical and has reached “maturity”. While cyclical, the Property Development segment cycle is different from that of the Plantation segment.
The Malaysian property market has been soft since the mid-2010s. This was the result of several measures by the government to reduce property speculation. Covid-19 aggravated the situation. But with the post-Covid-19 opening of the economy, the bottom of the cycle has been reached.
I expect the property performance of MKH in the coming years to improve. Together with the expected improvement in the market sentiments, the market price of MKH would be much higher than what it is today.
There are two general questions value investors ask before investing in a company:
- Is it a good company? In other words, is it fundamentally strong?
- Is it a good investment? I assess this by looking at whether there is a sufficient margin of safety (> 30 %) at the current price.
My analysis and valuation of MKH are intended to answer these questions. I believe that the answers to both of them are positive.
For the details go to my blog article: "MKH – will there be another multi-bagger opportunity?"