[OCK GROUP BHD：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]

截至2019年3月31日止的本季度，这集团报告的收入较去年同期增加，主要是由于交易的收入贡献增加。

本季度录得的总收入为1.035亿令吉，较上一季度的收入为1.344亿令吉较低，主要是由于在本季度电讯网络服务（「TNS」），贸易及机电工程服务的收入贡献减少所致。

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”）。尽管充满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，因为有政府在实施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MNO之一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，因为他们目前在马来西亚和印尼管理着超过28,000个电信网站。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340个发射塔，并且正在迅速扩张，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，该集团已经完成并交付了900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，缅甸邮电，缅甸电讯国际电讯有限公司及Ooredoo Myanmar Limited）达成一项里程碑。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2,500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，集团已建成超过3,800的发射塔组合。 2019年，该集团有望成为马来西亚，缅甸和越南的独立发射塔组合。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，这集团对政府最近公布的第三轮500MW大型太阳能项目的公开招标表示乐观，估值约为20亿令吉。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.41 (dividend RM0.015) in 10 months 19 days, total return is 99.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 6 months 15 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 30 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.70 (dividend RM0.0825) in 8 months 17 days, total return is 47.2%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 6 months 8 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 5 months 11 days, total return is 31.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.51 (dividend RM0.035) in 7 months 13 days, total return is 21.7%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 6 months 1 day, total return is 20%

i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.03) in 9 months 1 day, total return is 16.8%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.16 in 1 month 1 day, total return is 11.5%

k) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.15 in 5 months 11 days, total return is 10.6%

l) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.64 in 3 months 7 days, total return is 5.8%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.06 (dividends RM0.084) in 11 months 2 days, total return is 4.6%

我希望将我的策略分享给读者，希望他们在阅读后能够表现出色。我正在使用基本面分析（Fundamental Analysis）：

预计公司每年的增长率必须> 14％

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人，可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

1)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐

7月14日星期日：AG Hotel Penang, George Town

7月28日星期日：Silka Johor Bahru Hotel, Johor Bahru

9月7日星期六：Hotel Sri Petaling, KL

2)【看懂年报和季报】课程:
11a.m. – 7p.m.，免费茶和咖啡

7月27日星期六：Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日：AG Hotel Penang, George Town 4份点心

9月8日星期日：Hotel Sri Petaling, KL 3份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡

7月13日星期六：AG Hotel Penang, George Town 4份点心

7月21日星期日：Hotel Sri Petaling, KL 3份点心

7月26日星期五：Silka Johor Bahru Hotel, Johor Bahru 5份点心

有兴趣的朋友，可以电邮或PM FB page联络我
email：jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频，制作了索引。大家只要依照日期，就能从这 
https://web.facebook.com/jamesshareinvest/posts/2311638045769603 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接，大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram，获取最新的资讯： https://www.instagram.com/p/BzZUwZXH0YH

这个分享纯属讨论以及领域的分析，买或卖自负。请Like和Share这个post。最终决定永远是你的，谢谢。

James Ng
--------------------------
[OCK GROUP BHD: OCK is expecting a positive growth trajectory for the Group going forward, OCK’s outlook on the industry in Malaysia is in line with the rest of the Mobile Network Operators (“MNOs”) and that is to expand and upgrade their 4G long-term evolution (“LTE”) network coverage]

For the current quarter ended 31 March 2019, the Group reported a higher revenue as compared to the corresponding quarter of previous year, mainly due to higher revenue contribution from Trading.

The total revenue of RM103.5 million recorded for the current quarter was lower as compared to the revenue in the preceding quarter of RM134.4 million mainly due to lower revenue contribution from Telecommunication Network Services (“TNS”), Trading and M&E Engineering Services in current quarter.

Prospects:
To date, OCK is the largest Telecommunication Network Services (“TNS”) provider in Malaysia and a rapidly-growing regional independent Tower Company (“TowerCo”). Despite a competitive telecommunication (“telco”) industry landscape, OCK is expecting a positive growth trajectory for the Group going forward.

OCK’s outlook on the industry in Malaysia is in line with the rest of the Mobile Network Operators (“MNOs”) and that is to expand and upgrade their 4G long-term evolution (“LTE”) network coverage. The Group is also optimistic about the new direction taken by the Government with regard to implementation of the National Fiber Optic and Connectivity Plan outlined in Budget 2019, as well as opportunities to build and own telecommunication sites in various states. In addition, OCK sees prospects from an aggressive geographical expansion from one of the MNO in Malaysia, which will allow the Group to build its tower portfolio.

Where managed services is concerned, the Group has identified a new trend in Malaysia, where MNOs are starting to outsource internal managed services to third parties in the industry. This is positive for the Group since they currently manage more than 28,000 telco sites in Malaysia and Indonesia. As such, the prospects going forward seems positive, as they strive to maintain their leadership position as the largest TNS provider in Malaysia.

In Malaysia, the Group currently owns in excess of 340 Towers and is rapidly undergoing expansion to increase its tower ownership with support from major MNOs. In Myanmar, to date, the Group has completed and handed over 900 telecommunication sites and is still rolling out its current outstanding orderbook of more than 500 telecommunication sites. The Group has achieved a milestone of securing built-to-suit and co-location contracts with all four MNOs, namely Telenor Myanmar Limited, Myanmar Posts and Telecommunications, Telecom International Myanmar Company Limited and Ooredoo Myanmar Limited. That said, the Group will be aggressive in its initiatives to build more sites to cater to the growing demand of daily data usage in this greenfield telecommunication market.

In Vietnam, the Group is currently the largest independent TowerCo, owning more than 2,500 sites. As the Towerco ecosystem is fragmented, the Group foresees consolidation opportunities. The focus in this country will be on both brown and greenfield opportunities as the market gears up for the rolling out of 4G LTE network.

To date, The Group has built a tower portfolio of more than 3,800. In 2019, the group is on track to be an independent tower portfolio of more than sites across Malaysia, Myanmar, and Vietnam. In their aspirations to build an Asean TowerCo, the Group will continue to venture into the Asean region to secure more valuable telco sites. As for the Group’s Green Energy business segment, the Group is optimistic with the recent announcement from the government to open tender for the third round of the 500MW large-scale solar projects worth an estimated value of RM2 billion.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.41 (dividend RM0.015) in 10 months 19 days, total return is 99.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 6 months 15 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 30 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.70 (dividend RM0.0825) in 8 months 17 days, total return is 47.2%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 6 months 8 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 5 months 11 days, total return is 31.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.51 (dividend RM0.035) in 7 months 13 days, total return is 21.7%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 6 months 1 day, total return is 20%

i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.03) in 9 months 1 day, total return is 16.8%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.16 in 1 month 1 day, total return is 11.5%

k) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.15 in 5 months 11 days, total return is 10.6%

l) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.64 in 3 months 7 days, total return is 5.8%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.06 (dividends RM0.084) in 11 months 2 days, total return is 4.6%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2311638045769603 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng