南洋行家论股
OCK集团 经常收入流扩大
目标价：0.75令吉
最新进展：
OCK集团（OCK，0172，主板电信和媒体股）去年1月进军越南的电信塔业务，持有东南亚电信控股（SEATH）60%，是越南最大的独立基地收发机站（BTS）业者。
截至去年底，共有1998座遍布越南的独立电信塔，达到19%市占率。
最近收购399座电信塔后，SEATH电信塔出租率达到1.29倍。接下来将专注以收购扩张业务，且正在洽购，年底前料再额外收购550到600座电信塔。
行家建议：
我们参观了OCK集团在越南业务后，继续看好该股，因为增长前景诱人，且经常收入流也持续扩大。
越南去年开始了4G/LTE服务，预计为了支撑最新的科技，接下来会需要更多电信塔。
基于经常收入流扩大而带来稳健的现金流、成功搭上基建分享潮流、息税折旧和摊销前盈利（EBITDA）赚幅扩展、并购后的增长潜能，我们持续看好OCK集团，因此维持“超越大市”评级。
另外，股价今年内回退了35%后，估值也显得诱人。
http://www.enanyang.my/news/20181012/ock集团-经常收入流扩大/
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