24 people like this.

22 comment(s). Last comment by asjid 2016-10-03 20:13

piggybank

132 posts

Posted by piggybank > 2016-03-11 17:49 | Report Abuse

Well written!

Posted by Yeowleimingi3 > 2016-03-11 17:59 | Report Abuse

Great analysis. Have u bought OKA

Posted by citychew_1886 > 2016-03-11 20:20 | Report Abuse

Good writing n good analysis.thank so much n you should conduct a class.

Koon Bee

987 posts

Posted by Koon Bee > 2016-03-11 20:22 | Report Abuse

Well written but pls go and buy bornoil for fast money

odie88

24 posts

Posted by odie88 > 2016-03-11 20:32 | Report Abuse

good analysis...

shinado

413 posts

Posted by shinado > 2016-03-11 21:04 | Report Abuse

Very comprehensive. Good!

moneySIFU

5,852 posts

Posted by moneySIFU > 2016-03-11 22:34 | Report Abuse

Hi JT Yeo, I apology for calling you something bad & now have deleted my previous comments related to you.

Probability

14,419 posts

Posted by Probability > 2016-03-11 22:38 | Report Abuse

A very detail presentation...something that you can rarely find people coming up with. Keep up the good - hard work JT Yeo..

Not gone through in detail...but I am quite curious on the initial growth rate of 8% basis...need to check & compare with my own derivations when I have time..

(small comment:..for laymans like me...the current PE together with the clearly visible near future expected EPS changes...always makes the message simple , strong and easier to grasp!... :))

paperplane2016

21,576 posts

Posted by paperplane2016 > 2016-03-12 00:15 | Report Abuse

0.85??? Sell

pingdan

1,549 posts

Posted by pingdan > 2016-03-13 16:41 | Report Abuse

Where can compare homeriz with oka? Both is totally differences industry. Homeriz is a furniture company. Dont misslead people again. Please compare using a same industry.

pingdan

1,549 posts

Posted by pingdan > 2016-03-13 16:44 | Report Abuse

One more thing, when u start to speculative about shares? Management say wan to increase then increase? Any plan? Any fixed assets bought? Any project added? What is the order book? Currently world economy is not good. Wan to incresse then increased?

JT Yeo

1,637 posts

Posted by JT Yeo > 2016-03-13 18:01 | Report Abuse

I control F many times, cant find 'homeritz'

kcchongnz

6,684 posts

Posted by kcchongnz > 2016-03-13 21:17 | Report Abuse

Excellent analysis and well written report.

Just a small question,

"OKA's current EV/EBIT is very likely to fall to around 5x and EV/FCF to 6x once the 4th quarter results come in"

That FCF here mentioned above, is it FCFE or FCFF?

Posted by Chin Foming > 2016-03-13 21:30 | Report Abuse

OKA's trend is going south.

Posted by waychong > 2016-03-15 13:15 | Report Abuse

JT Yeo, may i know how you get the table of the financial and key ratio?

NOBY

936 posts

Posted by NOBY > 2016-03-15 16:51 | Report Abuse

wchong JT Yeo, may i know how you get the table of the financial and key ratio?
15/03/2016 13:15

I believe its from Morningstar.

cephasyu

71 posts

Posted by cephasyu > 2016-03-15 17:48 | Report Abuse

Dayummmmm, what a well researched report. I need to learn from you


pingdan, are you confusing homeriz with hume?

JT Yeo

1,637 posts

Posted by JT Yeo > 2016-03-16 10:32 | Report Abuse

yea morningstar, since gurufocus went from free to paid

wchong

2 posts

Posted by wchong > 2016-03-24 09:09 | Report Abuse

Thanks JT Yeo & NOBY

spinoff

32 posts

Posted by spinoff > 2016-06-28 11:02 | Report Abuse

hi Ricky Yeo, based on The Edge magazine publish article title 'CMS the big winner in Pan Borneo Highway Project' on Jan 18, 2016 stated that about 50% of the highway cost could be for material cost.
http://paultan.org/2016/01/27/banting-taiping-west-coast-expressway-5-complete/ WCE construction cost about RM5B. Assume 50% for material cost, RM2.5B and assume 5% net profit margin, it will be RM125M.
How much net profit for precast concrete player? i have no idea

spinoff

32 posts

Posted by spinoff > 2016-06-28 11:04 | Report Abuse

Market cap OKA RM176M, HUME RM1,485M

asjid

2 posts

Posted by asjid > 2016-10-03 20:13 | Report Abuse

Good report and analysis ........

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