Do not waste the opportunity to collect more.
"The future depends on what we do in the present"

Management always can hand off higher costs to consumer.

http://www.theedgemarkets.com/article/govt-focus-technology-sector-advancement-budget-2018-says-rhb-research

you should not get emotional with just few seller let go at lower price

GoodTenancy ratio and positive cash flow
make me feel comfortable to average up

https://ibb.co/iWA7jF

Finally all the MNO have co location with ock.
Welcome oreedoo.

tenancy ratio have stood at 1.3x
thumb up.
i have add alot of position today.

Surf Rider is trend follower.
ed seykota is the master of this kind of skill

161.8 fibo is a good exit point to take profit.
well done pak tua
strongest resistance 2.01 broken, you may re-enter

in this case, exclude no forex gain,eps shall around 5.
Trim PE rolling by 15%

VF, you are correct!

Seath Revenue vs Net Profit
FY13 : Revenue : RM46.4m ; Net profit : RM7.6m
FY14 : Revenue : RM48.5m ; Net profit : RM7.2m
FY15 : Revenue : RM48.9m ; Net profit : RM7.4m
Last 3y profit margin is thin because VNI been a fund manager, didn’t concentrate on maximizing the efficiency of the towers.
With OCK managing the operations, we will be able to reduce Seath’s high operating costs and manage it efficiently to increase profit margins

abbreviation
https://ibb.co/e6Tuba

i agree with you sos.
between,Practical info is correct
Thumb up

if you wonder how the ock myanmar tower construction site look like, go below link
https://ibb.co/iXYh7F
https://ibb.co/e9Rfuv
https://ibb.co/dHxW1a
https://ibb.co/fMsBZv
https://ibb.co/iY0yEv
https://ibb.co/muHpMa
https://ibb.co/dC5LSF

hehe.lunch time

brought some to support.

https://ibb.co/cPgUZk

revenue 30m achievable

This is good discussion
@sos :
Mytel is targeting rural area because he is too late to join the tight competition between other telco.However good things is their licens­ing fee levied is cheaper than other.
Mytel : 300mil
Telenor : 500mil
Ooredoo : 1bil
OCk as a third generation builder, 50% of the tower is in rural area and when Pratical mention 300 tower deal initial come to my mind is OCK tower

@Practical
Thanks for the info.
Mytel initial target only base station construction. Hopefully your source is true.

i think is new tenant (mytel) to rent 300site from OCK and it is not a additional build.
This kind of agreement do not need to report in bursa

Facts and figures that you need to know

1.Hike in steel price is not a issue because remaining 310sites material already in place.

2.Telenor Myanmar has purchased a twelve-year licence for a 2×10MHz block of spectrum in the 1800MHz band and in the midst of enabling 4G/LTE on 1800MHz network

3.Telenor has retained assets of 1,200 sites, which are predominantly rooftops and currently up for sale. This proven that appoint independent towerco towers is cheaper than owning. The direction to add another 10,000 sites by 2018 is firm.

4.Most towercos have been in discussion with Mytel( the fourth and final operator license) for the past few months though negotiations have yet to finalise and no contracts have been signed

5.On average in myanmar, most of the mature towers that are two-plus years old would have a tenancy ratio around 1.6

if you want to add position into warrants, this is the time now.
The trend has been change to accumulate phase for last 20days.
i am adding my position, this accumulation phase i believe will last for another month
https://ibb.co/bYqbCk

hmm,not so good as u expect

Thanks ez6699

it is very hard to explain to you all business of towerco
this qtrl result is above my expectation. Only q4 will achieve eps 1.xx.if other remain qtrl can like what you all think eps 1.xx, i already brought more.

Remember with so many cash call last few years, with this decent result, is time OCK start to harvest fruit, you need alittle more patients

i will collect again, today drop should break ema50, it mean downtrend start.
i own 1.3mil share of warrants. i still sleep very well

https://www.youtube.com/watch?v=2nFDmrLGgYM

Good job OCK, world rank now 49th, total own 2793 towers.
Malaysia : 190
Myanmar : 620
Vietnam : 1983

all the ingredient is there, 3 white soldier + marubozu

1.00 only a matter of time

i3ventor,

1)Good info that lumiled has place a good order.i guess should be AOI machine
2)How about the new segment ,LED semicon wafer equipment?Good order? this product have a very good profit margin

i3ventor, can you confirm below statement.

One of the mmsv customer is indirectly link with Apple and benefit from the launch of Iphone8.
He has give a great order to mmsv in additional also purchase last amount of mmsv share.

Vietnam 1938 towers is history,latest is 1983 towers

Latest Top shareholder
https://s1.postimg.org/3rt0pg9kv/Capture.jpg

still can buy?

my question and sos qestion

Shareholder question on Indonesia deal :
Why PMT can growing so fast after acquisitive by OCK.
Site management has been double from 11k(FY14)->28k(FY16), with 20% of Indonesia market.

Shareholder question on Vietnam deal :
What is the benefit of consolidate other independent towerco in Vietnam ?
Does the consolidate required additional cash call ?
Golden tower aims to roll out 5800 towers through the consolidation of existing tower ,
in fact they has been aggressively acquisitive towerco since 2015, How OCK overcome current competitor, understand that SEATH is the
largest towerco in Vietnam currently?

Shareholder question on Myanmar deal :
1)By end of 2017, Myanmar is targeting to build another 17300towers
The Allocation as mention below
MNO : 4000,
Edotco : 5000
EFT/MIG/OCK : 8000
However tower build had naturally slowed down partly due to reduce capex allocated by operator and focus on urban area to support data
demand, which has exceeded expectations. Based on the challenges, How OCK management react to securing another
2080 towers ?(OCK target 3k - 920)

I believe most of the Analysts in Malaysia was too conservative by evaluate OCK Myanmar using 1x tenancy ratio.
Understand that OCK is consider as 3rd generation towercos but wasn't management team need to clarify to analysts that we deserve better
tenancy ratio.
The tenancy ratio for edotco is currently at 1.9 while MIG is already at 1.6 on a fairly modest portfolio of approximately 100 towers.

Some of the Myanmar towerco is exiting tower business example MIG,PAMEL as they claim valuations are declining in Myanmar.
How new entrant OCK react ? Understand that current 4G rollout and the fourth MNO launch.

General question :


According to a cosec of a PLC, the deadline to implement "capitalisation of share premium into share capital" is 31 Jan 2019. The effective date of this compliance is 1.2.2017. Company can choose to implement bonus issue to utilised the share premium (with free warrants is also possible).
OCK share capital is RM87m. Share Premium is RM157m. It has the ability to issue bonus 3 for 2.
Is it correct?

I look forward to hearing from you.


Thanks

my letter to IR always no response.
will complain on agm soon

The edge report no bias.
They are reporting the pro and cons of safeguard duty
If MITI neutral by review the protection on monthly basic based on supply and demand
which benefit both side
Current Steel counter can not be evaluate using higher PE therefore steel counter price have to go down.

http://www.thestar.com.my/business/business-news/2017/03/18/ock-stamping-its-mark-in-asean/

congra shareholder,MPT already is 2nd tenant of OCK tower

The Companies Bill 2015 was passed by Parliament on April 28, 2016 and was mention implement stage by stage.

i love above comment

Forecast 3k tower in Q2.
(380k x 3k)/ 871465k = 1.30

they are another way to get investor attention.
Next 8000 tower is share by EFT/MIG/OCK
so 3000-920 = 2080 to be awarded.
let wait good news

agree .Figures not convincing yet

yeah

OCK集团（OCK，0172，主板贸服股）的股项，在上周五价量齐升。该公司的凭单OCK集团WA（OCK-WA）成交量远超母股，而且更是创下多个月的交易量高位，这相信和该公司最近宣布不俗的业绩增长有关。

OCK集团母股在上周五是以84.5仙结束交易，而OCK-WA则以25仙闭市。

OCK集团的主要业务包括电信网络服务、绿色能源和电力、维修工程服务，以及电信和网络产品贸易；出租电信塔和绿色能源，是该公司营业额和盈利的主要贡献来源。

OCK集团在截至2016年12月31日结束的财年，取得了29%的营业额增长至4亿711万令吉。

集团净利则从2015年的2560万令吉，略增1%至2580万令吉。

OCK集团的国外业务尤其是东盟业务，目前已经占了公司约20%的营业额。

溢价仅13.6%

为了巩固和扩大公司在东盟电信塔的领先地位，OCK集团在去年于新加坡成立OCK SEA TOWER私人有限公司，为未来在东盟区域上市集资做好准备。

OCK-WA目前的溢价只有13.6%，这对一项还有接近4年才到期的凭单并不昂贵。该凭单波幅和母股历史波幅相近，表示凭单估价合理。

OCK-WA在交易角度来看，还是一项很好的投机工具，这是因为该凭单的有效杠杆高达2.88倍。

该凭单在母股上升时，理论上能够获得比母股高188%的回报率。

免责声明

本栏纯属学术上或经验上的建议，读者若有兴趣投资，应该自行深入研究或询问股票经纪才决定，盈亏自负。我们鼓励通过正确的投资方式创造财富。

(南洋网)

Important contracts sealed of IPP

1)25 year coal supply agreement with vietnam national coal-mineral inductry group
2)25 year power purchase agreement with vietnam electricity
3)land lease agreement with dept of natural resources and enviroment

Above agreement enhance with fabourable term such as fuel supply cost pass through, full convertibility of tariff revenue from Dong into USD and transferability which remove risk of forex and conversion of revenue (Vietnam goverment has been limited amount of foreign xchange) and land rental exemption until end of 25years contract

Other term guarantee by vietnamese goverment include compesation for changes in laws, and preferential tax regimes. Ipp enjoy tax exemption in forst 4years, 5% tax in subsequent 5y and preferential tax rate of 10% (standard is 25%)there after.

ALl above is pushing higher return of IPP

must stand firm 0.86

hehe.TGIF mood yesterday
Cheer

kyy dun make ppl panic
even is their fault do not own this share so much =D

this share can buy?