John lu, your post is 4.49pm
not consider ;P

Hi KW.Tan,

I submit my stock pick 2017.(4.50pm)

OCK-wa 30%
Sendai 30%
MSC 15%
Mikromb10%
Jaks 15%

you all now posting stock pick is not consider, kindly wait
30-Dec-2016 4:50pm - 03-Jan-2017 8:00 am

TA = must avoid, it just break the support of 0.765
FA = Bargain

company recently just vss. kindly be inform

Last 4th qtrl, FY2015 have a one off revaluation investment property gain of 4.8m.
Most of the research report is misleading by putting higher PBT on next 4th qtrl, FY2016.
Recurring income need time.
Kindly be informed

wolf of klse

http://news.cnyes.com/news/id/3628008?utm_campaign=20161125ea&utm_medium=news&utm_source=fbfan

i'm talking annjoo 2nd qrtl, add on msg for 8wpwtmt8
are u ok?

previous 18.46 is 1 time gain due to inventory clearance

ah, before release result he already know the result !!

Telenor only request OCK to hand over 720 tower by end CY16.
Therefore another 420 tower to go.
But i wish 920 tower can be this year to boost OCK brand image

tomorrow break new high ba

1. GP margin = 43.6% due to
a)favourable exchg rate
b)better sales vol
c)lower material cost

2. Long term loan remain 425k. Next qtrl shall settle hence financial cost more reduce

3) 100m sales is achievable

look who is collecting in latest annual report.
i can't say out his name here

learn how to appretiate knowledge sharing instead of narrow mind investor !

thanks ez6699

Hi SOS,

You have the same interest as me. PLease click on my profile to check my average price for gadang.

Let me top up some information about OCK that it was not reported in any analysis report.
Telenor is a very stingy company, the reason it awarded contrat to build and lease for OCK because of the tempted offer from OCK. Yes, is the lease rate that was mention before.
Let me give you the figure, is 30pct cheaper lease rate than average price in Myanmar . Can you imagine !!
It should be around US920 inclusive of power
Basically the target of 3000 tower by Telenor is 99.9pct already bag by OCK.

Let me analysis OCK competitor in Myanmar.
I will exclude 4big boss namely IGT,Apollo, edotco, Pamel
let focus on the same size as OCK, there was EFT and MIG.
so can you imagine, a newly join in Myammar as a independent towerco surprise anyone by provide
a)cheaper lease rate - 30pct discount
b)cheaper build cost - 20pct less build cost
c) on time delivery - Pending until end of this calender years but so far so good

The allocation so far for
EFT/MIG/OCK : this 3 company need to build at lease 8000 towers.
The most weak company is MIG, they have plan to quit as a independent towerco and focus on other field, therefore this fellow always dissaponted Telenor in term of lead time.
i wrote to OCK asking them to consider take over this company but so far no response from them.

Well,, at the end, i wan to say OCK will continue deliver excellent on every qtrl result ( increasing revenue ) but the profit margin will dissapointed investor due to the burden of interest and depreciation. You need to wait patiently until a breakeven point . Please read SOS commend for more detail. Good attitude requirement to win big

thumb up.
above expectation.
continue hold my big position and add on any price weaken

Hi Sos
write more about ock-wa
i often visit your blog

graham no is 3.99

famous jor, so many ppl come here argue

congra..tomorrow show time

congra shareholder

continus drop 3days start tomorrow

Hi Uncle Lim,

Here you go

https://postimg.org/image/cck1g0bj5/

Six years ago, buying a SIM card in Myanmar could cost you up to US$1500. But since foreign corporations entered Myanmar’s telecommunication market in 2011, you can now pick up a SIM for as little as K1500 kyat ($1.50).

http://www.mmtimes.com/index.php/lifestyle/21388-buying-a-new-mobile-phone-read-this-first.html

DJ all time high, come on
why investor stll worry to put money in share

Good spot for a forum member that point out (weather issue)before this report mention.
Thumb up

(ii) Weather. The monsoon season typically begins from July until September.
Heavy rainfall could wash away the soil which serves as a foundation for the
construction of the tower. The frequent rain could also cause metal structures
to rust.

the management has highlighted two major challenges in its Myanmar’s
operations:

1.(i) Transportation. As Myanmar is in the transition period in opening up its
economy to the world, the Port of Yangon serves as the busiest location for
trading activities for the country. The congestion in containers terminal space,
owing to the large import quantities of construction materials to cater for
numerous infrastructure projects, has led to slowdown in handling and
clearance processes. Consequently, raw materials will take approximately 2-3
weeks for the delivery to the sites.

http://www.theborneopost.com/2016/07/08/ock-group-on-track-to-construct-920-telco-towers-by-2016/

http://www.kamayutmedia.com/business/investment/8151

ok la

sos,i like your analysis.
tell us more

good choice, protect capital 1st

well done

1. Profit after tax of the Group has decreased by RM0.6 million to RM3.7 million as
compared to the preceding quarter mainly due to higher foreign exchange losses incurred.

2. Board expects the Group
to achieve positive results for the financial year ending 30 April 2017.

just a transaction. why you all follow buy?

http://www.orientaldaily.com.my/nation/gn10001

http://www.theedgemarkets.com/my/article/superlon-sees-opportunity-global-warming#

U copy n paste the edge info ah
Lol

JAKS
Q4 Prediction
revenue : 238.4
net profit : 10.25
EPS : 2.31
div : 0.00

break out soon, can buy now

u r not understand the share you purchase

harry lol

12:47 維持消費稅
維持現有的消費稅額，沒有提高。

12:46 首購族低息貸款
4. 所有新計劃30萬令吉以下的房屋，只限售個首購族；政府通過人民銀行及BSN，對購買3萬5千令吉人民房屋的國民提供4%低息貸款。

12:42 推介我的米糧
3. 推介“我的米糧”計劃MyBeras，每戶注冊的赤貧家庭將每月獲得20公斤白米，以減輕生活負擔。

12:40 豁免中客簽證
納吉宣佈豁免中國遊客簽證，從3月1日至12月31日，但只限逗留15天。

12:35 200萬納稅人受惠
縱然政府將因此損失高達3億5千萬令吉稅收，不過納稅人可省下475令吉個人所得稅，預料有200萬名納稅人受惠。

12:31 月入8千以下
2. 月入8千令吉以下的納稅人，可在2015年免繳高達2千令吉的個人所得稅。

12:31 減少EPF達3%
1. 政府同意減少雇員公積金達3%，從2016年3月起至2017年12月，唯雇主繳付的公積金保持不變。

12:29 經濟沒衰退
納吉強調大馬經濟沒有出現衰退，並宣佈11項策略。

12:28 石油稅收減少
2015年，大馬受到各種預料之外的考驗，國際原油價格從每桶100美元跌至48美元，因此2015年預算案須進行修訂，國家從石油稅所征取的收入減少約140億令吉。

12:26 赤字3.2%
納吉說，在調整預算案后，預料可以維持5%經濟成長額，赤字也能維持在3.2%。

12:24 油價滑落
油價滑落令2015年財政預算案必須修改。國家收入因油價下滑跌近140億令吉。

12:19 經濟風暴
納吉說，回想97年經濟風暴時，大馬出現負國內生產總值高達7.4%，造成很多人失業、通貨膨脹上升、股市下跌至260點。那時，有很多人無法出國留學，因為政府無法支付獎學金。

12:18 2大宗旨
調整2016年財政預算案有2大宗旨：1. 確保經濟持續穩健成長，2. 照顧全民生活福利與和諧

在修订版算案下，今年的国内生产总值(GDP)预测被下调至4-4.5%，比原有的4%-5%稍低。

首相纳吉今午在布城公布了修订版预算案，《资汇》在这里替您整理出重点摘要：-

* 调整整份预算案可从中节省90亿令吉
* 大马不会陷入衰退或技术性衰退
* 月收入少过8000令吉者，可获2000令吉税务减免
* 政府负债不会超过GDP 55%
* 今年财政赤字维持在占GDP 3.1%
* 政府把今年油价估计调低至每桶30-36美元，原本估计价格是每桶
48美元
* 加速追税以增加国库收入
* 不会提高GST税率
* 令吉汇率被低估
* 重大与主要基建项目照跑，惟洽谈中项目可能被展延

good job soojinhou

side news
JCY 可能会被拼购(内幕消息)。新加坡大股东要告老还乡，要求价每股大约在新币0.40 左右