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Author: ahbi   |   Latest post: Wed, 27 Nov 2019, 9:26 AM

 

[转贴]阿笔谈股系列29-浅谈OCK(2)-太阳能

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This article first appeared in Investips.my Blog & Facebook, on November 25, 2019.

 

阿笔曾在大约两年多前(23/3/2017),分享过OCK。

http://investips.my/?q=content/%E9%98%BF%E7%AC%94%E8%AE%A8%E8%AE%BA%E5%86%B7%E7%9C%BC%E5%BF%83%E6%B0%B4%E8%82%A1%EF%BC%883%EF%BC%89-ock-%E4%BD%A0%E8%A7%89%E5%BE%97%E6%89%8B%E6%8F%90%E7%94%B5%E8%AF%9D%E9%87%8D%E8%A6%81%E5%90%97%EF%BC%9F

 

近期OCK完成 private placement (6/11/2019),资金主要用于太阳能业务(Green energy)。

我国third cycle of Large -Scale Solar (LSS3) scheme, 预计将于今年尾公布成绩。

这项LSS3计划,总发电量为500MW,总值RM2B。100MW的大阳能计划应需大约RM400M。

 

风险

Ock 的收入都来自于几个主要电讯公司,失去任何一位主要顾客都会造成盈利巨大的影响,这是因为政府有管制电讯公司的执照,不是任何人申请将会得到执照

催化剂:

LSS3成绩于年底公布

 

OCK RM0.585, MC: 560.77M, P/E 20, NTA RM0.53, ROE 5.45

EV/EBITDA 9

 

Add on:

https://www.theedgemarkets.com/article/hoping-take-bite-rm2-billion-solar-pie

https://www.theedgemarkets.com/article/yeo-bee-yin-malaysia-opens-tender-rm2b-largescale-solar-power-projects

https://www.theedgemarkets.com/article/solar-electricity-cheaper-produce-yeo-says-lss3-bid-closes

https://www.nst.com.my/business/2019/07/505660/tnbs-peaking-capex-gives-room-more-dividends-midf-research

https://theaseanpost.com/article/malaysias-solar-sector-rise

 

注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。

 

免责声明:以上言论纯属读者分享,并没有任何买卖建议,或推高股压低价的其他企图,怒本网站不对你的盈亏负任何责任,谢谢

16/12/2019: 阿笔个人不再持有该公司股份.

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Chart Stock Name Last Change Volume 
OCK 0.59 0.00 (0.00%) 2,132,300 

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