Posted by wenlijianqinyun79 > Jul 31, 2019 2:58 PM | Report Abuse

If not EPF, OCK already reach above 60 sen.

Posted by win1661 > Jul 31, 2019 8:51 PM | Report Abuse

Why u say EPF took profit and buy back? can it be they buy first to push up the price then sell more to take profit?

Posted by wenlijianqinyun79 > Aug 1, 2019 5:57 AM | Report Abuse

我觉得不需要去关心他们先买再卖出或卖先再买回。

Posted by ttt > Aug 1, 2019 9:31 AM | Report Abuse

Director Chang Tan Chin sold 150,000 shares

Posted by wenlijianqinyun79 > Aug 1, 2019 12:49 PM | Report Abuse

Sold 就sold 啦。

Posted by sosfinance > Aug 1, 2019 11:03 PM | Report Abuse

OCK main biz is an independent owner, operator and developer of multitenant communications real
estate (project cost is about RM500m in towerco since 2016) + also a service provider for telcos (provide management services to >25,000 towers in Indonesia and Malaysia) [besides solar energy & trading of telco equipment] - the towers OCK owned increased from about 100 towers to around 4,000 towers over the last 4 years.

As reference, American Tower is currently trading about PE of 64x.

OCK intend to list its towerco biz when it reach 5,000 towers. The balance 1000 towers will mainly comes from new construction of 500 units in Myanmar and acquisition of >500 towers in Vietnam.

OCK (as a shareholders) invested more than RM300 m equity in towerco biz.

Posted by Platypus88 > Aug 4, 2019 11:57 PM | Report Abuse

@Sosfinance how can you quote American Tower PE as reference to OCK? American Tower EPS (earnings per share) growth for the last 5 years was +15.9% vs. OCK -8.7% (negative EPS). Not to mentioned the size of towers >170k towers & OCK has less than 4k (now). You are comparing a whale with ikan bilis....

Also, OCK Group Bhd only has a market cap of RM466m how can OCK (as a shareholders) invested more than RM300m ????? Is your facts right kah?

Please NOT mislead people and make them lose hard earn money....

Posted by warchest > Aug 5, 2019 11:08 AM | Report Abuse

Platypus88 - I agreed on your views on OCK but at the same i would like to clarify for SOS, just to be fair to him. Back in 17, OCK acquired SEATH for USD50 mil (RM223 mil) with approx. 2,000 towers. Now they have additional 500 towers in Vietnam since the acquisiton, with additional cost of RM20.5 mil. Vietnam alone, they already invested almost RM250 mil. They have others towers that they owned in Malayisa as well.

But still, is so wrong to compare to peers like American Tower. Even they are not comparable to their local player like EDOTCO.

Posted by warchest > Aug 5, 2019 11:20 AM | Report Abuse

One thing to note is that American Towers continues to be an active acquirer on all the telco companies around the world. But as they keep acquiring, u will see that it will give an immediate boost to the profits. However, this is not the case for OCK, as they build, their profitablity is getting lesser. Something that you need to consider. Something not right

Posted by Moneymaker > Aug 9, 2019 9:13 AM | Report Abuse

will fly next week. time to buy

Posted by frank74 > Aug 9, 2019 11:23 AM | Report Abuse

All aboard for the ride !

Posted by ttt > Aug 9, 2019 4:47 PM | Report Abuse

any particular reason for it to fly?

Posted by kahsoon888 > Aug 14, 2019 10:39 PM | Report Abuse

Only reach 5000 tower u will see the move

Posted by sosfinance > Aug 15, 2019 6:06 PM | Report Abuse

Perhaps they are raising fund to acquire more towers. Normally capital intensive projects, first few years, profits are lower mainly due to depreciation and cost of borrowings. EBITDA has grown from RM60m to RM100m over last few years, not too bad.

Posted by 20bagger > Aug 19, 2019 1:40 AM | Report Abuse

EBITDA is a better metric than net income for OCK because once built there will be not much maintenance CAPEX and tower can last a long time and its kinda like real estate with rare zoning approved. Also you have to look at tenancy ratio and OCK currently has a tenancy ratio of ~1.5< (lazy to check) but it has been trending upward but not much.

Posted by sosfinance > Aug 19, 2019 9:04 PM | Report Abuse

Prices increase could be due to expected better second quarter.

Posted by Wzhai3932 > Aug 20, 2019 12:51 PM | Report Abuse

Donald stop taking. ALREADY ......OCK is time to move

Posted by ttt > Aug 20, 2019 3:22 PM | Report Abuse

20 bagger, what do u think is the target price for OCK?

Posted by Lee1045 > Aug 20, 2019 6:59 PM | Report Abuse

Tp is 0.90cts

Posted by jeffng570 > Aug 21, 2019 6:36 PM | Report Abuse

Lee1045 Tp is 0.90cts

20/08/2019 6:59 PM


this price is too high...I think is just around 0.75

Posted by Fundamental123 > Aug 21, 2019 10:59 PM | Report Abuse

https://www.bloomberg.com/news/articles/2019-05-30/american-tower-agrees-to-buy-eaton-in-push-to-expand-in-africa

Posted by Fundamental123 > Aug 21, 2019 11:01 PM | Report Abuse

潜在收购估值125亿·亚通电讯塔资产买家围绕
市场攻略
广告




（吉隆坡19日讯）市场盛传，亚通（AXIATA,6888,主板电讯媒体组）旗下电讯塔臂膀——Edotco正引来诸多追求者提亲，潜在收购计划估值可能高达30亿美元（约125亿令吉）。

《彭博社》引述消息人士称，亚通在最近几个月已接获潜在收购Edotco集团的初步意愿书，而整个交易估值可能达到30亿美元。

续与挪威电讯进行整合审查

广告

不过，消息人士说，非正式接触并未推进任何详细洽商，而亚通也正持续与挪威电讯（Telenor）进行整合计划的精密审查活动。

“若与挪威电讯整合计划无法突破障碍，其中包括政府对裁员和外资掌控关键电讯资产等忧虑，亚通仍有其他的选项。”

某公司发言人透过电邮回复表示，自从初期私下配售后，Edotco集团持续接获潜在投资者的关注，但据了解当前Edotco集团并没有任何私下配售或注资计划。

亚通拒绝回应

亚通发言人拒绝回应上述传闻。

目前，Edotco集团在大马、斯里兰卡、孟加拉、柬埔寨、巴基斯坦和缅甸持有超过2万9300座电讯塔，而亚通持有Edotco集团的63%股权，其它股东包括国库控股（Khazanah）、日本产业革新机构（INCJ）和公务员退休基金局（KWAP）。

广告

亚通是在2017年1月与日本产业革新机构和大股东国库控股签约，分别以4亿美元和2亿美元脱售34.1%持股。

退休基金局则在2017年4月以1亿美元认购Edotco集团的股票，最终INCJ、国库控股和KWAP共持有其馀37.6%股权。

Edotco原本计划在去年杪或2019年初，通过上市行动（IPO），发股至少筹集5亿美元，不过，随着巴基斯坦的交易告吹，预料集资计划将展延。

该公司原本计划以9亿4000万美元收购巴基斯坦移动通讯公司1万3000个电讯塔，但无法获得监管单位批准。

合并前景不明
冲击股价

亚通在今年5月宣布，和数码网络（DIGI,6947,主板电讯媒体组）母公司挪威电讯洽商“以非现金”方式整合东盟和南亚业务，打造出全球大型电讯公司，并把总部设立在大马，而整个协同效益将为50亿美元。

广告

不过，首相敦马哈迪对潜在整合计划可能带来的裁员问题感到担忧，因此要求双方释出更多交易细节，随后更一度传出亚通和挪威电讯的区域业务合并计划触礁，但遭双方否认。

亚通失守5令吉
数码网络跌5仙

可惜的是，投资者信心已受到动摇，亚通周一股价应声下跌，5令吉关口宣告失守，盘中最低见4令吉80仙，挫22仙或4.38%，创下今年4月22日来最低，最终报4令吉89仙，跌13仙或2.59%；数码网络则跌5仙至4令吉97仙。

数据显示，亚通过去5日下滑2.8%，过去30日跌幅更高达4.3%。不过，亚通过去52周累积涨幅达到15%，远高于基准富时综合指数的10%跌幅。


文章来源 ： 星洲日报 2019-08-19

Posted by Lee1045 > Aug 22, 2019 12:21 AM | Report Abuse

@Funtalmental123, 这个Edotco 和Ock有关係吗？

Posted by Fundamental123 > Aug 22, 2019 12:45 AM | Report Abuse

没有直接的关系,但是有市值和需求的参考; 我们需以投资和商业角度来看它。hope this will help you

Posted by Lee1045 > Aug 22, 2019 12:33 PM | Report Abuse

塮谢！

Posted by sosfinance > Aug 22, 2019 4:47 PM | Report Abuse

Volume improved today.

Posted by warchest > Aug 23, 2019 7:50 AM | Report Abuse

Don't get excited so fast

Posted by core9design > Aug 23, 2019 8:55 AM | Report Abuse

Something is brewing

Posted by hancingPM > Aug 23, 2019 6:03 PM | Report Abuse

next week get up..good qr this quater

Posted by warchest > Aug 27, 2019 7:31 PM | Report Abuse

Don't expect too much on OCK. More on short term play

Posted by sonyx123 > Aug 28, 2019 2:50 PM | Report Abuse

https://www.soyacincau.com/2019/08/28/malaysia-govt-approves-rm21-6-billion-nfcp/?utm_campaign=twitterpost&utm_medium=twitter&utm_source=twitter

Posted by sonyx123 > Aug 28, 2019 2:51 PM | Report Abuse

"Govt approves RM21.6 bil National Fiberisation and Connectivity Plan" Looks like OCK is poised to benefit from it!

Posted by andrew95 > Aug 28, 2019 5:23 PM | Report Abuse

QR released! positive!

Posted by Primeinvestor > Aug 28, 2019 7:36 PM | Report Abuse

Looks like ock is a must have stock with good results and government going for

Posted by andrew95 > Aug 28, 2019 8:12 PM | Report Abuse

tmr will break resistance and form uptrend

Posted by share2014 > Aug 29, 2019 11:06 PM | Report Abuse

Tomorrow above 0.60 no problem

Posted by sosfinance > Aug 31, 2019 7:24 PM | Report Abuse

RM21.6b Fiberisation Project, hopeful OCK will secure some contracts.

Posted by sc Khaw > Sep 3, 2019 9:14 AM | Report Abuse

Bright future ahead. Now it the time for accumulation.

Posted by makemoney1 > Sep 3, 2019 4:53 PM | Report Abuse

I already anticipated this but buying in 2 years earlier. Still have to hold....

Posted by warchest > Sep 4, 2019 9:02 AM | Report Abuse

Never buy downtrending counter. There is always a reason why it is going down

Posted by sosfinance > Sep 4, 2019 5:29 PM | Report Abuse

Most capital intensive projects, takes time. Now is the initial cycle of its towerco biz. Building volume and tenancy period.

Posted by lching > Sep 11, 2019 9:21 AM | Report Abuse

come on, go go go.....

Posted by jeffng570 > Sep 11, 2019 9:24 AM | Report Abuse

seems like ock going to break 0.64 today and fly to the sky

Posted by lching > Sep 11, 2019 9:53 AM | Report Abuse

w shape bottom with no significant resistance above 64 cents.

Posted by core9design > Sep 11, 2019 10:06 AM | Report Abuse

Will hit RM1 soon. Luck is on OCK's side

Posted by Fundamental123 > Sep 11, 2019 10:23 AM | Report Abuse

Hi Guys,

Wish all of you happy investment in this counter. Good luck over the 5G potential in future following the active acquisitions of communication tower companies around the World and the expansion of tower business of this company.

Posted by lching > Sep 11, 2019 12:19 PM | Report Abuse

looks like volume can hit 6 months high.

Posted by lching > Sep 11, 2019 12:20 PM | Report Abuse

heading towards RM1

Posted by xiaoqing88 > Sep 11, 2019 3:46 PM | Report Abuse

what happen? dapat 5g tower contract?

Posted by core9design > Sep 11, 2019 3:57 PM | Report Abuse

Better ride on the train before its too late