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Last Price Today's Change   Day's Range   Trading Volume
0.59   -0.005 (0.84%)  0.59 - 0.60  1,078,800
9,068 comment(s). Last comment by ttt at Jan 20, 2020 5:38 PM
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 16 people like this.
 
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unclejoe
162 posts

Posted by unclejoe > Sep 25, 2019 11:42 AM | Report Abuse

not only rise in price, it has a much higher volume too.


unclejoe
162 posts

Posted by unclejoe > Sep 25, 2019 11:47 AM | Report Abuse

looks like bankers are collecting cheap.


sonyx
85 posts

Posted by sonyx > Sep 25, 2019 12:18 PM | Report Abuse

Yeap. Collect while you can


beachboy
1000 posts

Posted by beachboy > Sep 25, 2019 12:28 PM | Report Abuse

When ock reach 0.72 then son may up till 0.2


sosfinance
1179 posts

Posted by sosfinance > Sep 25, 2019 5:17 PM | Report Abuse

Good volume in mother share, similarly the warrants, positive sign. Normally high volume for OCK lasted not more than 5 days. Going up above 70 sen is about 10%, but the warrants returns will be great at the current 5.39x. May be worth taking this risk as management believe earnings will grow about 20% p.a., thanks to more contract jobs and expansion of towers and tenancy.

Assumed you sell mother 100,000 @ 62 sen and buy 560,000 warrants @ 11 sen, assume mother went up 8 sen, warrants up 4 sen, your warrants return is 36%. You make about RM22k for the warrants, mother return is about 13%, or RM8k. May be worth a while.


beachboy
1000 posts

Posted by beachboy > Sep 25, 2019 7:03 PM | Report Abuse

Most likely is 5g news


PresidentRotiCanai
431 posts

Posted by PresidentRotiCanai > Sep 25, 2019 8:05 PM | Report Abuse

Time to goreng telco stock


stncws
5560 posts

Posted by stncws > Sep 25, 2019 8:56 PM | Report Abuse

TMR EARLY BIRD


Davidyeap
302 posts

Posted by Davidyeap > Sep 25, 2019 9:17 PM | Report Abuse

5G 迅速发展对OCK非常有利,MAXIS大搞5G OCK 就稳稳的


PresidentRotiCanai
431 posts

Posted by PresidentRotiCanai > Sep 25, 2019 9:35 PM | Report Abuse

今天蜡烛很美得不像样


beachboy
1000 posts

Posted by beachboy > Sep 26, 2019 12:04 AM | Report Abuse

let see whether can break 0.65 tomorrow


hua91
153 posts

Posted by hua91 > Sep 26, 2019 9:25 AM | Report Abuse

So many selling at 0.63 now... Damn it.


beachboy
1000 posts

Posted by beachboy > Sep 26, 2019 9:48 AM | Report Abuse

0.65 1st target.. Let see


john
354 posts

Posted by john > Sep 26, 2019 9:51 AM | Report Abuse

someone playing with son right now


makemoney1
156 posts

Posted by makemoney1 > Sep 26, 2019 10:20 AM | Report Abuse

ock have been pressed down for more than 1 year. price drop with low volume. should be time to rocket d


hua91
153 posts

Posted by hua91 > Sep 26, 2019 11:02 AM | Report Abuse

No hope to break 0.65 already, some people keep selling


beachboy
1000 posts

Posted by beachboy > Sep 26, 2019 1:17 PM | Report Abuse

I dunno why the player only play after 4.30pm.
Let's see today.


sonyx123
210 posts

Posted by sonyx123 > Sep 26, 2019 1:55 PM | Report Abuse

maybe resting day today...


stncws
5560 posts

Posted by stncws > Sep 26, 2019 2:21 PM | Report Abuse

Theme 5G..our.t.....wait Budget...DAP MINISTER


sosfinance
1179 posts

Posted by sosfinance > Sep 26, 2019 2:49 PM | Report Abuse

Accumulated some WA, not because of the news, because of the growth (better qtr).


hua91
153 posts

Posted by hua91 > Sep 26, 2019 2:57 PM | Report Abuse

0.61 now...


beachboy
1000 posts

Posted by beachboy > Sep 26, 2019 2:59 PM | Report Abuse

Wait big player to join.


Kasumi0912
30 posts

Posted by Kasumi0912 > Sep 26, 2019 3:20 PM | Report Abuse

Is Chance to accumulate 0.61


beachboy
1000 posts

Posted by beachboy > Sep 26, 2019 3:25 PM | Report Abuse

I will q 0.11 to collect more warrant


thequalityguy
65 posts

Posted by thequalityguy > Sep 26, 2019 4:16 PM | Report Abuse

donno wat happened. going nicely until 0.64, now suddenly dropped up to 0.605!


unclejoe
162 posts

Posted by unclejoe > Sep 26, 2019 4:36 PM | Report Abuse

bankers want to collect cheap. Look at warrant, very strong support.


sonyx123
210 posts

Posted by sonyx123 > Sep 26, 2019 4:55 PM | Report Abuse

warrant also weak la


unclejoe
162 posts

Posted by unclejoe > Sep 26, 2019 5:00 PM | Report Abuse

mother down 1.5 cent, warrant only down 0.5 cent.


warchest
983 posts

Posted by warchest > Sep 26, 2019 5:02 PM | Report Abuse

where got cheap ? OCK is a decent company but with stretched valuation


Lee1045
94 posts

Posted by Lee1045 > Sep 26, 2019 9:09 PM | Report Abuse

Ending correction.....


calvintaneng
32295 posts

Posted by calvintaneng > Sep 26, 2019 11:41 PM | Report Abuse

THE FACTS AND FIGURES FOR NATIONWIDE FIBERISATION & INTERNET PENETRATION, Calvin Tan Research 26 Sep

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/226955.jsp


beachboy
1000 posts

Posted by beachboy > Sep 27, 2019 8:25 AM | Report Abuse

The chart still very good. let's see what happen today.


hua91
153 posts

Posted by hua91 > Sep 27, 2019 11:15 AM | Report Abuse

Hope can hold 0.6.. if not gonna cut loss already


warchest
983 posts

Posted by warchest > Sep 27, 2019 4:00 PM | Report Abuse

i'm targetting RM0.55 to accumulate than i will sell at 10% to 15% profit. 15% would be the maximum TP


kenie
761 posts

Posted by kenie > Sep 27, 2019 4:42 PM | Report Abuse

11-Sep-2019 EMPLOYEES PROVIDENT FUND Disposed 1,343,500


Lee1045
94 posts

Posted by Lee1045 > Sep 27, 2019 4:51 PM | Report Abuse

Old news!


sosfinance
1179 posts

Posted by sosfinance > Sep 28, 2019 11:40 AM | Report Abuse

Better growth as OCK continue to expand its towers and tenancy, hopefully double digits growth for FYE19 and FYE20.

Besides expansion on towers domestically, Myanmar and Vietnam, locally, there are a couple of initiatives that may benefit OCK in the next few years such as:

1. National Fiberisation and Connectivity Program of about RM21.6 billion

2. Government support of Solar PV nationwide

3. JV between ISOC edotco in Philippines

More importantly, as we look into the latest Annual Report, the approximately 1.5% of the Shariah Funds (in top 30 of FYE17) has sold down during the FYE18, it would be less negatives to the share performance.

As for gearing issue, the towerco projects financing is ring fenced and within the debt service ratio and the higher gearing mainly comes from short term revolving credits is meant for contract works and trading activities and supported by 'invoices', mainly from the telcos with strong financials.

I do hold some warrants and mother shares, and switches them when opportunity arises. Hence, I cannot be deemed entirely objective, even though what is presented is facts.

Good luck.

(Consult your investment advisors on decisions of investing).


unclejoe
162 posts

Posted by unclejoe > Sep 29, 2019 6:32 AM | Report Abuse

sosfinance, good job, thank you!


sosfinance
1179 posts

Posted by sosfinance > Sep 30, 2019 9:18 AM | Report Abuse

NFCP & Solar PV will come in only in a year or two, while ISOC edotco may comes in next year. More importantly, FYE19 and 20, towerco will contribute more as gradual commissioning of new towers & co-tenants as we speak, and loan for towerco is reducing. 60 sen is not demanding, the towerco biz itself is >RM700-800m (UOB Kayhian gave it RM1.0b)


kahsoon888
546 posts

Posted by kahsoon888 > Sep 30, 2019 9:26 AM | Report Abuse

All the best


sosfinance
1179 posts

Posted by sosfinance > Sep 30, 2019 9:47 AM | Report Abuse

Great, accumulated some at 60 sen.


calvintaneng
32295 posts

Posted by calvintaneng > Oct 1, 2019 2:44 AM | Report Abuse

JUST AS PETRONAS GOT 5 OGSEs NOW NFCP ALSO GOT 5 SPECIAL IT GENERALS, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/227570.jsp
01/10/2019 2:42 AM


unclejoe
162 posts

Posted by unclejoe > Oct 1, 2019 8:47 AM | Report Abuse

5G demo projects to be carried out across six states
Read more at https://www.thestar.com.my/news/nation/2019/10/01/5g-demo-projects-to-be-carried-out-across-six-states#DsTL8f5cRPQVkAiC.99


beachboy
1000 posts

Posted by beachboy > Oct 1, 2019 12:38 PM | Report Abuse

Finally... If successful.. Ock will boost kao kao


kahsoon888
546 posts

Posted by kahsoon888 > Oct 1, 2019 1:19 PM | Report Abuse

I not really understand why 5g must benefit ock? Maxis digi celcom cannot?


unclejoe
162 posts

Posted by unclejoe > Oct 1, 2019 2:08 PM | Report Abuse

Where managed services is concerned, current trend in Malaysia is that MNOs are starting to outsource internal managed services to third parties in the industry. OCK is the largest TNS provider in Malaysia.

To date, The Group has built a tower portfolio of more than 4,000. In 2019, the group is on track to be an independent tower portfolio of more than sites across Malaysia, Myanmar, and Vietnam.

Inline with Malaysia NFCP, OCK manages turnkey projects in the field of constructing underground infrastructure. OCK provide end-to-end solutions which includes, fibre optic planning, permit approvals, civil infrastructure works, installation of fibre optic cables and maintenance work.


Titan
3654 posts

Posted by Titan > Oct 2, 2019 4:02 PM | Report Abuse

Telecommunication is very capital intensive. Whenever there is a technology change or upgrade, need to spend alot of money to purchase new equipment and install. That is why nowsday big telecommunication company outsource or rather rent to tower so that they minimise their capex. OCK has been aggressively borrowing money to expand their business ie; to own more tower. If not mistaken, 2018, they are paying 20+M in interest. While rental fee from telco is not fix but interest occur on borrowing is fix regardless the tower is in use o not. Again, with the coming 5G, will they borrow more money to install 5G equipment to make their tower 5G capable. Just hope thy are not over leveraging.


hua91
153 posts

Posted by hua91 > Oct 3, 2019 4:05 PM | Report Abuse

drop again ah...


kahsoon888
546 posts

Posted by kahsoon888 > Oct 3, 2019 7:48 PM | Report Abuse

Who bought opcom and ock kena con (!!!


calvintaneng
32295 posts

Posted by calvintaneng > Oct 3, 2019 7:52 PM | Report Abuse

Posted by kahsoon888 > Oct 3, 2019 7:48 PM | Report Abuse

Who bought opcom and ock kena con (!!!

TOU ARE WRONG!!

Calvin likes Opcom because it is cash rich

Although i don't have OCK due to its high debt i think OCK has good chance as Rm21.6 Billions for Fiberisation is huge
And East Malaysia projected to build 300 Telco Towers which Ock might benefit

However Calvin is more into Opcom and Redtone

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