The story begin when Ang bro found out KYY emerge as subst shareholder
He has been increase his stake and cause panic to the founder.
Qtrl report was last min instruct to include all the impairment in order to surprise him and break his golden rule.
PP was instruct to further diluted his total share holding.

Try take out the Q4,15 revaluation investment property of 4,681.
Overall result fy16 was improve significantly
Credit management for below item :
Fix cost, Administrative expenses is under control.
OP improved and able to beat rising financial cost, and depreciation expense.
Increase Foreign currency translation reserve.

Looking forward a rewarding fy17

other share that is not yet release qtrl result also start shaking.
so amazing and wonderful this kind of bond. ha

stockmanmy,you can't again them.
no need so early sailang.

[(D1:1.33)+(D2:1.23)+(D3)+(D4)+(D5) / 5 ] - 10%

icon8888 you are correct, this is the shadow area in financing.

Old tricks management,
In order to your enhance PP value, your property make so deficit eventually you can divided into few qtrl.
It seen to be discount of not more than 10% to the 5-day VWAMP do not attract your third party investor.
PP start on 24(feb),27,28,1(mar),2

i dun like risk, but i like to manage risk.
so i own this share

The myanmar project is to build a Full Turnkey Solutions - Telecom tower + with own power generator.
Some density place you can not just purchase a conventional diesel generator, you need to invest hybrid tower generator which is much more expensive.
For this case, OCK has purchase 80 eSites system for deployment across Myanmar, less CO2 emission and less hum noise which is the main complained/issue now in myanmar

Material need to buy in bulk and with lack of transport facility , you need to delivery to different site and before it was build. OCK is 3rd generation tower builder, they do not enjoy 100% high high population density places. You need to fulfill bunch of requirement, authority approval.
Don't forget June to October is the monsoon season, with high rainfall.

After it was build, test run 2month by Telenor before complete handle.

=/

Probability,MrPauper

I confirm again. Competitor has been stop operation more than 1w due to accident.
They have direct switch to ssteel

not agree

good strategy

;P either way

ahizra2, i already full loaded.
can not buy anymore because average price just won't go down

i believe ssteel is capability to take over other lose making steel company, example mega steel

lets wait the accumulation phase to be complete before it start to fly.

many analysis is overlook Myanmar tenancy ratio.

u r laggard, iqgroup ald broken rm3 lvl.
is time wakeup

haha,calvin you cheer me up

last time sendai lost its shariah-compliant status, epf islamic have to sold down.

As a top 30 shareholder of ock-wa,Thank you directors for bringing your positive attitude to work every day

lastest edge use pp edotco to khazanar as a benchmark for valueing ock

i am hungry

just wait announcement if the deal is successful, ssteel can easily win over annjoo

good spot jinny

Albukhary, they are competitor.
i can only inform you that
ssteel have his own plan to win again annjoo

pauper, 141m is finish write off. i confirmed !

talk with one of the vvip
i throw him 2 question, this is the replied

Why borrowing increase?
Money spend to improve productivity by upgrade automation control

How to tackle natural gas hike?
Furnace in progress upgrading, less gas comsume

sos,maybe my data is not correct

i believe the original source is from BT, nowadays many 3rd party software can be modified.Same apply to chart nexus can be modified based on self template.
i cant find brahmal company there =/

received my dividend today
delicious.

It seen to be HL Asset management subscribe OCK pp

I share latest shareholding

https://postimg.org/image/w3xhhu37j/

Industry growth

While tower build had naturally slowed down for the second half of 2016, most agree this was temporary, partly due to reduced capex allocated by the operators and their focus on urban areas (infill) to support data demand, which has exceeded expectations. Operators are said to focus on the biggest bang for the buck, with eyes to special structures such as billboards and lampposts to provide additional coverage, as well as rooftops. In many cases, such builds were undertaken by the operators, mostly because they were single tenant sites that cannot be shared, plus the economics do not make sense for towercos (the rental costs for urban rooftops is often prohibitively high to sustain towerco margins). Between Apollo and MIG, they are said to have rejected 10-20% of such build requests.

However, there is much to look forward to in 2017 and beyond, as organic tower growth is expected to pick up on the backs of the 1,800MHz spectrum auction in Q1 and the eventual enforcement of the operators’ licensing conditions around rural coverage. In addition, several new fixed line operators were awarded 2,600MHz licenses that could require as many as 14,000 sites. One approximation is that if currently 7,730 towers in Myanmar have been built by towercos, this number could grow to 15-16,000 in the next four years.

The reality is tower counts are unlikely to grow at the same rate as during the initial rollout, but co-location on existing towers are growing, and this is further buoyed by the imminent entry of the fourth operator, a consortium led by Vietnam-based Viettel.

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. Both towercos expect to hit 2.0 in next 12-18 months. In any market, growth of 0.2 per year is indication of healthy growth and a generally good lease-up environment.

The general consensus seems to be that Viettel is doing its primary planning around co-location of existing towerco sites, with the odd sites for infill to match the radio plans. Co-location appears to be the quickest way for Viettel to launch its network around August or September 2017. Viettel’s go-to market strategy tends to be more suburban and rural, perhaps anticipating a slightly lower ARPU. While Viettel has in the past built its own towers in other markets, that deployment and rollout strategy is not expected to work in Myanmar since the conditions, rules, and regulations are much tougher in comparison.

All three operators MPT, Telenor and Ooredoo are expected to take part in the 1,800MHz spectrum auction in the new year, which could be held as soon as March, to help with their 4G roll out. Ooredoo was the first to launch 4G, followed by Telenor, then MPT recently in the Fall.

boss was so obvious inform public, :" hey my product so good sale, if you do not like my product how about my share ! "

lolz mr.pauper

i'm collecting this stock since 5th of jan
just notice this stock is undervalue.
beside that, the merge btw annjoo and ssteel is incorrect statement,
I will inform more later

Thanks ez6699,SOS

iqie, you got talent.
well done

I'm believe most of the investor in KLSE has been taught to focus on low PE,High EPS stock.
OCK is the stock that are not qualified and immediately filter out from their stock selection.
They not familiar to evaluate stock using EV/EBITDA. For them High capex = High risk

I'm looking forward few things in this coming years
1)FY17:
OCK able to improve Top line growth (but nobody will notice due to low eps)
2)FY18:
*Better tenancy to improve Bottom line growth.(MIG only own 100 tower in Myanmar but reach 1.6x ratio)
*OCK have 60% of the tower in in highly Populated places, This is a good result as a 3rd generation towerco
*Listed of China tower as a world biggest IPO who own 1.5mil tower finally awake people on tower equity

termination do not need to compensate worker, vss equal to mutual understanding btw employer & employee to accept certain compensate and within a time frame leaving jobs position.

when FBMACE index is in bullish mode, any reason also a reason to buy

Why Towerco equity not famous ?
Reason : There are only 18 listed towercos worldwide (American Tower, Balitower, Bharti Infratel, Cellnex, Crown Castle, DIF, EI Towers, GTL, IBS, INWIT, Miteno, OCK, Protelindo, RAIWAY, SBA, STP, Telesites and Tower Bersama).

Hi Sos,

There are too many small independent towerco in vietnam, The next big player after SEATH is Golden Tower. It tenancy ration only 1-1.3 range. Seath is 1.2.

Jan 2017 latest myanmar tenency ratio
edotco is currently at 1.9
MIG is already at 1.6

ahizra2, Thanks.
Your sharing only summary notes, do you have the complete report ?

any kind ppl here can share this report to me

OCK Group: Solid Earnings Trajectory In 2017 UOBKayHian

I inform latest SHAREHOLDINGS
EPF : 56,701,800 -> 37,371,200 = -19,330,600
Roaring Achievement Sdn. Bhd. 6,879,700 ->7,796,700 = +917,000

bonus soon

0.195. How much u wan to squeeze us?

vss =volunteer suspense scheme
you will get compensate for how many year service (tax free)