Posted by apolloang > Nov 28, 2018 03:41 PM | Report Abuse

dunno when can buy mnrb? hehe

Posted by 100000024310431 > Nov 30, 2018 10:15 AM | Report Abuse

0.88 not far olh like number 8

Posted by ling > Dec 2, 2018 08:02 AM | Report Abuse

Weakness of OSK is basically although that it’s category in real estate development sector, it’s more an investment holding company. As the properties market sentiment is weak at the moment, the stock price momentum trend negative as well. The company also didn’t spend any money in investor stock analysts and therefore no report available to attract much institutional investors.

Posted by ling > Dec 2, 2018 08:09 AM | Report Abuse

OSK fundamental is in line with net margin of 37.1% has been higher than it’s industry average. The stock recent dividend yield is currently 6.2%.

Posted by ling > Dec 2, 2018 08:16 AM | Report Abuse

OSK valuation is multiples significantly below the stock’s historically norm. OSK’s trailing PE of 4.4 represents 36% discount of its 5 years average of 6.9. If the trailing PE returns to historically form, the stock would trade at 1.4 according to Thomson Reuters

Posted by ling > Dec 2, 2018 08:36 AM | Report Abuse

OSK owned about 10% of RHB. With RHB doing well in the last few quarters, it’s expected will benefit OSK soon.

Posted by JJchan > Dec 3, 2018 03:27 PM | Report Abuse

oskh swings wildly but buying is 3X more than selling

Posted by 100000024310431 > Dec 3, 2018 04:22 PM | Report Abuse

JUST A STUPID OLH SHOW

Posted by Fabien Extraordinaire > Dec 3, 2018 05:47 PM | Report Abuse

maybe need to rope in SSLee to grill the Board! lol...

Posted by JJchan > Dec 3, 2018 06:03 PM | Report Abuse

The only problem OLH will offer a very low stool for SSLee---He cannot even see OLH face from
where he is Sitting or parking

Posted by ling > Dec 3, 2018 11:54 PM | Report Abuse

In OSK annual report, there are 5 substantial shareholders of OLH

Posted by ling > Dec 4, 2018 08:24 AM | Report Abuse

Although that the OSK allowed to buy back 10% of it owned shares but why the company didn’t excised that when low price momentum and good value for quite long period of time already ? I think it’s the same strategy that the substantial shareholders try to gain maximum ownership and get as low price momentum gains before market timing to double his profits or get free stocks like what happens to OSK properties and PJD

Posted by ling > Dec 4, 2018 08:55 AM | Report Abuse

OLH group owned about 52.27% shares, followed by 36.89% shares owned by 900 shareholders in which believed to be institutional or rich individuals and the rest of 10.84% owned by small shareholders with less that 100k unit shares. OLH group enjoy the full benefits as major shareholders as well as 10% control of RHB with sitting at the board control of RHB by himself and his family members. I think only the 10% of the small shareholders can not wait for the share price to fully gain the real value of OSK.

Posted by ling > Dec 4, 2018 09:07 AM | Report Abuse

OLH group owned of about 42% or more of the OSK WC warrant with excise price of 1.2 and maturity date of 22/7/2020. It means that in order for them to gain maximum value or free stock from OSK WC warrants, OSK stock price must be more than 1.2 before the maturity date.

Posted by ling > Dec 4, 2018 12:13 PM | Report Abuse

The market capital of OSK currently about 1.85B, and by it 10% ownership of RHB with market cap of 21.37B itself of 2.137B alone already more than whole OSK market cap. With current NTA of 2.18 mean you get almost everything else free on top of discount value of RHB...not making sense not to own compare to RHB

Posted by firehawk > Dec 4, 2018 03:22 PM | Report Abuse

lowest again .... :-(

Posted by firehawk > Dec 4, 2018 03:25 PM | Report Abuse

OLH wants to provide more and more and more value investment for value investors .....

Posted by JJchan > Dec 4, 2018 05:14 PM | Report Abuse

I think "players" return to goreng a bit for listing of Cable Co in HongKong ( HangSeng Ok now)

Posted by 624298991 > Dec 4, 2018 11:16 PM | Report Abuse

already not go HK already...scrap the plan

Posted by Simon Loh > Dec 5, 2018 12:19 AM | Report Abuse

ling, how come in AR2017 of RHBBANK shows OSK percentage of shareholding in RHBBANK only 8.26% ?

Posted by ling > Dec 5, 2018 08:20 AM | Report Abuse

Actually the annual report in 2016 showed OSK 7.9% (page 292) and in 2017 showed OSK 10.13% (page 248) . This is due to the other major shareholders Aabar didn't subscribed RHB right issues due to BNM limits in end of 2015. Also not sure recently Aabar 3% stake sale will impacts further or not on the shareholders percentage.

Posted by ling > Dec 5, 2018 08:29 AM | Report Abuse

Also OSK accumulated additional RHB share through dividend reinvestment plan.

Posted by 100000024310431 > Dec 5, 2018 11:42 AM | Report Abuse

0.88 waiting......OLH come on.dont JUST ACT STUPID SHOW

Posted by Simon Loh > Dec 5, 2018 11:57 AM | Report Abuse

OIC. Thanks ling

Posted by Wong Kah Wei > Dec 5, 2018 05:44 PM | Report Abuse

黄老邪太可恶了。

Posted by ling > Dec 6, 2018 12:27 AM | Report Abuse

For 1 year comparison of share price performance of RHB and OSK, RHB increased 13.35% and OSK dropped by -15%. RHB current business performance is done well and efficient, OSK also in line maintaining profitable although didn't growths as much for the properties development sector with EPS of 12.28 sen or we other PE ratio of around 4.4. Really a good timing to accumulate OSK.

Posted by Choivo Capital > Dec 6, 2018 12:40 AM | Report Abuse

Yeap.

Posted by Kareemabduljabbar > Dec 8, 2018 03:11 PM | Report Abuse

Not clear to me why the mother stock must be above 120 for it to be be eficial to OLH ? Please explain.

Posted by ling > Dec 9, 2018 08:29 PM | Report Abuse

Based on the OSK 3rd quarter 2018 business segment analysis, the properties segment itself contributed in which total assets minus total liabilities RM3.43 B - RM1.18B = RM2.25 B. Then followed by financial services segment (mainly RHB) contributed of total assets minus total liabilities = RM3.506B - RM1.559B = RM1.947B (however based on the RHB share price now = RM2.1B). The rest of construction/industries/hospitality segments contributed of RM0.409B. Compared with the current share price value of OSK now only market cap only RM1.85B. Very much under value stock.

Posted by 100000024310431 > Dec 10, 2018 11:06 AM | Report Abuse

wait privatized IF OLH mercy ENOUGH give RM 1.10 .

Posted by Simon Loh > Dec 10, 2018 11:49 PM | Report Abuse

Even privatized, the share price must exceeds the valued of RHBBANK hold.

Posted by JJchan > Dec 11, 2018 11:00 AM | Report Abuse

It is not so easy to privatize OskH as compare to Osk (5 yrs back ). Olh personnel Loan had jumped over a Billion ( he had Dump all his asset into OskH ). The valuation of Debt between a
Listed Co and a private Co. is different. Olh may have to Top-Up cash to maintain the same level of personal Debt. Most important is the capacity to Borrow favour a Listed Co than a private Co.

Posted by sell > Dec 11, 2018 05:15 PM | Report Abuse

NO HOPE!!!SELL AND RUN!!!

Posted by ivan9511 > Dec 11, 2018 05:34 PM | Report Abuse

I already said osk is expensive at this market moment.
Wait time to get in
I also had once now still wait perfect timing

Posted by 100000024310431 > Dec 12, 2018 10:40 AM | Report Abuse

i know u olh ,mari 0.88 give me.

Posted by TheContrarian > Dec 15, 2018 03:10 PM | Report Abuse

I never regretted buying OSK after CNY in February 2017. The initial money invested have tripled by today. God bless OLH.