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9,078 comment(s). Last comment by Warren Chan at Jan 24, 2020 2:38 PM
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James Ng
1440 posts

Posted by James Ng > Sep 13, 2019 9:48 AM | Report Abuse

https://klse.i3investor.com/blogs/general/224758.jsp
[转贴] [OCK GROUP BHD:在缅甸,迄今为止,该集团已完成并移交了969个电信站点,并且仍在推出其目前500多个电信站点的未完成订单;这集团对政府近期宣布第三轮500兆瓦大型太阳能项目的公开招标表示乐观,估值约为20亿] - James的股票投资James Share Investing


sosfinance
1179 posts

Posted by sosfinance > Sep 13, 2019 10:35 AM | Report Abuse

I was informed OCK got a small contract in Philippines, ISOC-edotco. Hope more institutions investor participate in OCK for medium and long term, for the IPO of towerco biz. For a one to two year horizon seems reasonable.


Davidyeap
316 posts

Posted by Davidyeap > Sep 13, 2019 11:45 AM | Report Abuse

OCK GROUP BHD:在缅甸,迄今为止,该集团已完成并移交了969个电信站点,并且仍在推出其目前500多个电信站点的未完成订单;这集团对政府近期宣布第三轮500兆瓦大型太阳能项目的公开招标表示乐观,估值约为20亿令吉]

截至2019年6月30日止的本季度,这集团报告的收入较去年同期增加,主要是由于M&E Engineering Services的收入贡献增加。

本季度录得的总收入为1.158亿令吉,高于上一季度的收入1.035亿令吉,主要是由于电讯网络服务(「TNS」)及机电工程服务的收入贡献较高。

前景:
迄今为止,OCK是马来西亚最大的电信网络服务(“TNS”)提供商和快速发展的区域独立发射塔公司(“TowerCo”)。尽管处于竞争性的电信行业格局,但OCK预计该集团未来将出现正增长轨迹。

OCK对马来西亚行业的展望与其他移动网络运营商(“MNO”)一致,即扩展和升级其4G long-term evolution(“LTE”)网络覆盖范围。该集团也对该公司所采取的新方向持乐观态度,因政府在实施2019年预算中概述的国家光纤和连接计划,以及在各州建立和拥有电信站点的机会。此外,OCK看到来自马来西亚其中一家MNO的激进地域扩张的前景,这将使集团能够建立其发射塔组合。

就管理服务而言,这集团已确定马来西亚的新趋势,即MNO开始将内部管理服务外包给业内第三方。这对集团来说是积极的,因为他们目前管理着超过28,000个在马来西亚和印尼的电信网站。因此,未来的前景似乎是积极的,因为他们努力保持其作为马来西亚最大的TNS供应商的领导地位。

在马来西亚,集团目前拥有超过424个发射塔,并且正在迅速进行扩张,以在主要移动网络运营商的支持下增加其发射塔的所有权。在缅甸,迄今为止,该集团已完成并移交了969个电信站点,并且仍在推出其目前500多个电信站点的未完成订单。这集团已与所有四家流动网络营销商(即Telenor Myanmar Limited,Myanmar Posts and Telecommunications,Telecom International Myanmar Company Limited及Ooredoo Myanmar Limited)达成了一项里程碑式的保证定制和共址合约。尽管如此,这集团将积极推动建立更多网站,以满足这个greenfield电信市场日益增长的日常数据使用需求。

在越南,集团目前是最大的独立TowerCo,拥有超过2,673个站点。由于Towerco生态系统分散,这集团预见到整合机会。随着市场为推出4G LTE网络做好准备,该国的重点将放在brown和greenfield的机会。

迄今为止,集团已建立了超过4,000个发射塔组合。 2019年,该集团有望成为马来西亚,缅甸和越南以外的独立发射塔组合。在建立东盟TowerCo的愿望中,集团将继续进军东盟地区,以确保拥有更有价值的电信网站。至于这集团的绿色能源业务部门,这集团对政府近期宣布第三轮500兆瓦大型太阳能项目的公开招标表示乐观,估值约为20亿令吉。


sosfinance
1179 posts

Posted by sosfinance > Sep 13, 2019 3:49 PM | Report Abuse

Hope to see some action later.


kahsoon888
546 posts

Posted by kahsoon888 > Sep 13, 2019 6:22 PM | Report Abuse

Wait for 0.17


Lee1045
101 posts

Posted by Lee1045 > Sep 13, 2019 7:45 PM | Report Abuse

Last time you bought it 0.17?


Fundamental123
158 posts

Posted by Fundamental123 > Sep 13, 2019 11:43 PM | Report Abuse

Hi Guys,
If you have business and investment perceptions, this counters will bring you very good return on investment based on tower business expansion of this company and solar projects. Further detail on the business, you can refer to Headlines. Number of tower need for upgrading or to be built for 5G in future is much more than 4G and this company also engages in clean energy projects like solar in Malaysia.

Just use roughly practical example on recent acquisitions of tower companies by American Tower in Asia and there has been rumours on USD 3 billion price for acquisitions of Edotco , a subsidiary of Axiata, which has 29,600 communication tower in across Asia. Just imagine , OCK has 4,000 towers in Asia ( excluding 1,000 tower u see negotiations in Vietnam and how much it worth:) ? plus It manages 25,000 units of tower for its customers in Malaysia and Indonesia. In addition , government solar projects in Malaysia for tenders. Good luck !


aris743
561 posts

Posted by aris743 > Sep 14, 2019 9:30 AM | Report Abuse

good counter


aris743
561 posts

Posted by aris743 > Sep 14, 2019 5:25 PM | Report Abuse

osk g5


kahsoon888
546 posts

Posted by kahsoon888 > Sep 14, 2019 9:14 PM | Report Abuse

A lot ketam udang start come here share all the facts, articles how good for this counter. Hahaha


Armada An Quantum Leap Stock In 2019/2020
13109 posts

Posted by Armada An Quantum Leap Stock In 2019/2020 > Sep 15, 2019 2:23 PM | Report Abuse

Nice Tower King


aris743
561 posts

Posted by aris743 > Sep 16, 2019 3:55 PM | Report Abuse

ock run tomoro


sosfinance
1179 posts

Posted by sosfinance > Sep 16, 2019 8:27 PM | Report Abuse

@aris743, hopefully it has legs.

Expectation has been high on growth since 2017 (but not realised due to delay in Myanmar construction of new towers (due to Telenor change of plan) and higher than expected upgrading cost for Vietnam 2,000 BTS acquisition), but results stays flat for FYE17 & FYE18 as against analysts expected 20% growth.

Hopefully with the completion of 920 towers in Myanmar in FYE18, and new acquisition of 500 BTS in Vietnam towards last quarter of 2018, and improving tenancy, the delayed growth will postpone to FYE2019 and 2020, as per the management.

MD (also a major shareholder) bought from 80 sen (Feb 18) to 48 sen (Nov 18) for about RM4-5m. MD's average cost around 70 sen.

Let see tomorrow any show. I believe there is


aris743
561 posts

Posted by aris743 > Sep 16, 2019 9:41 PM | Report Abuse

tomoro sell warrant 15c


Legendtraderrr
2 posts

Posted by Legendtraderrr > Sep 17, 2019 10:22 PM | Report Abuse

OCK 集团 – 访谈内容

目前在大马拥有300+座电讯塔,即将收购额外100座,年杪预计可达500+座;缅甸业务享有5年的免税期限,从今年开始计算;有可能在孟加拉收购一些资产,当地已颁发执照给外国企业,而OCK不排除将与他们合作。

菲律宾市场方面,有兴趣成为当地的电讯塔业者;将与当地排第3的通讯业者商讨合作,因为最大的2家业者不会与他们共享。

需要改变投资者和分析师的思维;虽然在账面上已完成收购某某多少座电讯塔,但不是立即可列认当中的收益;一些电讯塔处于非法地区或者政府的储备地区,也就是说还没正式注册,因此无法完成会计手续。

去年电讯塔业务贡献RM120m营业额,其他租赁收入则是RM80m;两者加起来的持续性收入占整体营收的大约40%;业务增长模式不具备爆发性,但却是稳定型。

盈利主要遭到2大因素冲击 – 贷款利息和电讯塔拆旧;该行业的最佳参考指标是EBITDA;银行贷款的期限一般介于6-7年,一些至今已经过半;去年偿还的利息加本金大约USD15m!一旦往后完成支付,这些将转换成现金流以及盈利。

截至今年Q1,资产负债率为0.95倍;电讯塔业务的融资模式一般上都是80%债务和20%股权;将脱售电讯塔子公司的股权10-20%为融资一部分;近期不会再推出私下配售。

为何下半年会比上半年好?通讯业者每年都拥有2项资本开销 - OPEX和CAPEX;后者主要用于扩展技术、科技和新据点;每年杪都会决定拨出多少,然后在Q1公开招标以及颁发,而OCK则在下半年开始执行;以Maxis为例,每年的CAPEX介于RM1-1.2b。

计划将电讯塔业务分拆在新加坡上市,预计在2020-2021年落实,但是前提是达到5,500座电讯塔;新加坡拥有很多机构投资者,需要他们的参与;当地转钱出外国仅需要2天,而大马则耗上2周也无法完成;如果在本地上市,交易所将要求以连锁模式进行,以对现有投资者公平。

在上市前,或许将优先邀请一些机构投资者参与;一些是外国知名的机构,但是却不愿透露名字;至于现有股东们,正与投行商讨最好的方案,以让他们受惠。

之前曾为Huawei管理差不多30,000个据点 (大约70%),但是目前已降低至24,000-25,000个,主要因为他们不想OCK垄断;曾经也垄断Maxis的电讯塔管理项目,但是新上任的CEO却不允许,即便如此OCK至今还是拥有最大份。

去年股价大跌除了大市不好,也因为遭到回教基金抛售;40%的机构投资者中,有7-8%属于回教基金;之前CFO告诉我,很大可能将被踢出Shariah名单,因此我们主动通知回教基金;但是万万没想到,先后2次都还是保留在名单内;不知道是哪里出错,或许是交易所出现失误,也或许是我们;目前回教基金持有的应该是少于0.5%。


Armada An Quantum Leap Stock In 2019/2020
13109 posts

Posted by Armada An Quantum Leap Stock In 2019/2020 > Sep 17, 2019 10:27 PM | Report Abuse

海上有 maybulk 打恨行
陆上可以靠 Ock直升式 发攻


Armada An Quantum Leap Stock In 2019/2020
13109 posts

Posted by Armada An Quantum Leap Stock In 2019/2020 > Sep 17, 2019 10:28 PM | Report Abuse

谢谢 Legendtraderrr
分享


beachboy
1000 posts

Posted by beachboy > Sep 18, 2019 3:14 PM | Report Abuse

today OCK no power


kahsoon888
546 posts

Posted by kahsoon888 > Sep 18, 2019 4:57 PM | Report Abuse

Just hold it till the 5000 tower


beachboy
1000 posts

Posted by beachboy > Sep 19, 2019 9:39 AM | Report Abuse

Wow.. Ock warrant is undervalue.. How come so cheap...


Davidyeap
316 posts

Posted by Davidyeap > Sep 19, 2019 12:47 PM | Report Abuse

5g on the way


Happy Investing
165 posts

Posted by Happy Investing > Sep 19, 2019 3:04 PM | Report Abuse

today no volumn


beachboy
1000 posts

Posted by beachboy > Sep 19, 2019 3:53 PM | Report Abuse

Today gg... So what next


unclejoe
163 posts

Posted by unclejoe > Sep 19, 2019 4:20 PM | Report Abuse

no worry, the trend is remained bullish. This is normal distribution.


sonyx123
214 posts

Posted by sonyx123 > Sep 19, 2019 5:53 PM | Report Abuse

macam getting more bearish d


calvintaneng
32573 posts

Posted by calvintaneng > Sep 19, 2019 6:54 PM |

Post removed. Why?


unclejoe
163 posts

Posted by unclejoe > Sep 20, 2019 10:40 AM | Report Abuse

Vietnam seeks to build Southeast Asia’s first 5G network. OCK's customers MobiFone is using Samsung equipment while Vinaphone, entered into a partnership with Nokia to deploy its 5G network.


beachboy
1000 posts

Posted by beachboy > Sep 20, 2019 2:24 PM | Report Abuse

look like going down to 0.59-0.6


Happy Investing
165 posts

Posted by Happy Investing > Sep 20, 2019 4:13 PM | Report Abuse

so sad, waiting for OCK to keep moving up, but now coming down. Have to wait for another round of consolidation and move up again


Happy Investing
165 posts

Posted by Happy Investing > Sep 20, 2019 4:14 PM | Report Abuse

OCK still on a long term uptrend stock


blue8888
8 posts

Posted by blue8888 > Sep 20, 2019 7:52 PM | Report Abuse

The OCK-WA is super cheap now as the gearing 5.35 with only 34.15% premium


Lee1045
101 posts

Posted by Lee1045 > Sep 20, 2019 8:41 PM | Report Abuse

Ock-w cheap because due date is next year, ppl scare to involve.


beachboy
1000 posts

Posted by beachboy > Sep 21, 2019 10:13 AM | Report Abuse

2020 Dec still far away lo..


Pang75
69 posts

Posted by Pang75 > Sep 23, 2019 9:07 AM | Report Abuse

Viettel是全球首批50家成功推出5G供应商的唯一越南业者,越南也成为世界5G技术领先的国家之一

无线商机


anti_otb
17 posts

Posted by anti_otb > Sep 23, 2019 10:37 AM | Report Abuse

go go go


BOBOINDIAN
28 posts

Posted by BOBOINDIAN > Sep 23, 2019 11:34 AM | Report Abuse

http://propertyking.my/%E8%B6%8A%E5%8D%97%E8%83%A1%E5%BF%97%E6%98%8E%E5%B8%82%E5%90%AF%E7%94%A85g%E7%BD%91%E7%BB%9C/?fbclid=IwAR1Z2h6Y3eV8evq3syOOid4vxJvur_3fFVvwXizOuOGmBSAWbxvlIyd8N6s


sosfinance
1179 posts

Posted by sosfinance > Sep 23, 2019 2:28 PM | Report Abuse

1. NFCP is about RM21.6b, 2019-2023 (about 4 years 3 months) will benefit significantly for most telco services sector. OCK may be one of the beneficiary.

2. OCK owned about 4,000 towers, is constructing another 500 (Myanmar) and possible acquisition of another thousand (in Vietnam), will be a good catalyst to improve the value of OCK when they go for IPO.

3. Major shareholder/MD bought from about 80 sen to about 53 sen.


Lee1045
101 posts

Posted by Lee1045 > Sep 23, 2019 7:53 PM | Report Abuse

Tmr 0.595 cts....then rebound.


Rodrod
34 posts

Posted by Rodrod > Sep 23, 2019 8:45 PM | Report Abuse

Really?


sosfinance
1179 posts

Posted by sosfinance > Sep 23, 2019 10:01 PM | Report Abuse

Few good news over next couple of months, better growth results (new tower recognition and improve tenancy), possible acquisition(s) and IPO proposal (improve value from proposed spin off), new construction towers (Myanmar & domestic), national fiberisation program(new constracts), edotco is hungry for new acquisitions for smaller towerco etc.


unclejoe
163 posts

Posted by unclejoe > Sep 24, 2019 6:43 AM | Report Abuse

Noticed that OCK WA has higher volume and stronger support than mother, anyone has any clue?


beachboy
1000 posts

Posted by beachboy > Sep 24, 2019 10:47 AM | Report Abuse

Ock still have a lot of potential


sosfinance
1179 posts

Posted by sosfinance > Sep 24, 2019 3:56 PM | Report Abuse

PETALING JAYA: Axiata Group Bhd’s unit edotco Group Sdn Bhd plans to build 400 to 500 telecommunications towers in its first year of operations in the Philippines via its new joint venture.

According to a statement, edotco has entered into an equity partnership with ISOC Infrastructure Inc in the Philippines named ISOC edotco Towers Inc, which upon completion would become a subsidiary of edotco.

Each company will invest up to US$100mil in the Philippines over the next three to five years, it added.

<Read more at https://www.thestar.com.my/business/business-news/2019/09/24/edotco-to-build-500-towers-in-first-year-of-philippines-operations#yfkHC7AzxeuK1sh0.99>

Correction now is another opportunity.


beachboy
1000 posts

Posted by beachboy > Sep 24, 2019 5:02 PM | Report Abuse

Last 15mins ppl keep sapu..


Lion123
22 posts

Posted by Lion123 > Sep 24, 2019 6:11 PM | Report Abuse

https://www.klsescreener.com/v2/news/view/581870 . Will fly anytime soon


beachboy
1000 posts

Posted by beachboy > Sep 24, 2019 6:53 PM | Report Abuse

Yes... Ock anytime can fly.. Same like opcom when gov announced the news..


unclejoe
163 posts

Posted by unclejoe > Sep 25, 2019 10:26 AM | Report Abuse

Again, OCK WA has stronger support than mother, its suppose to drop to 0.08 level. Why investors supporting a warrant?


sonyx123
214 posts

Posted by sonyx123 > Sep 25, 2019 11:27 AM | Report Abuse

because upside is there.... its coming


beachboy
1000 posts

Posted by beachboy > Sep 25, 2019 11:30 AM | Report Abuse

Ock anytime can boom.. Fly high..


sonyx123
214 posts

Posted by sonyx123 > Sep 25, 2019 11:30 AM | Report Abuse

previously son never go up that much when mother rise, so vice versa now

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