Posted by Jon Choivo > 2018-11-27 18:29 | Report Abuse

Great q. Will be happy to buy more.

Posted by TheContrarian > 2018-11-28 11:48 | Report Abuse

Ivan9511, already sold Dutaland for 10% gain after seeing it couldn't move up. As for Eksons, am still holding, my cost is 67 sen after deducting 5 sen dividend.

Posted by cocqueen > 2018-11-28 13:39 | Report Abuse

unlike other property counters osk is more diversified, the financial & services sectors & cables manufacturing is doing well...results is good if u minus extraordinary gain from last yr disposal of melb assets......looking forward, next yr profit shd be v good as aus property sales w be accounted for.

Posted by TheContrarian > 2018-11-28 14:12 | Report Abuse

This was exactly what I thought when I first bought OSK. But now we are in a bear phase of the stockmarket. Investment strategy has to change. There are so many undervalued counters, all will eventually recover. To maximize gain, one has to decide which counter will rebound most within the shortest period.

Posted by apolloang > 2018-11-28 14:23 | Report Abuse

how about ur oskvi,lionfib and maa? hehe

Posted by TheContrarian > 2018-11-28 14:39 | Report Abuse

Was going to ask you whether Genting at 3.00 is worth buying now?

Posted by apolloang > 2018-11-28 14:45 | Report Abuse

u no answer my questions why u wanna ask me?

Posted by TheContrarian > 2018-11-28 14:53 | Report Abuse

From 1 January 2016 until today I made around RM110,000 realised gains including from disposal of OSKVI, Lionfib and MAA, since you wanted to know.

Posted by TheContrarian > 2018-11-28 14:55 | Report Abuse

Now my question to you is Genting Malaysia can buy at 3.00 now since I have lots of cash from yesterday's disposal of Toyoink.

Posted by apolloang > 2018-11-28 15:03 | Report Abuse

oskvi,lionind and maa everyday sleeping stocks u can earn 110k? what a joke.....only fools believe that,how u sell? hahaha

Posted by apolloang > 2018-11-28 15:04 | Report Abuse

toyo u dispose how many,lot of cash? at 92cts less than 100 lots done lah

Posted by apolloang > 2018-11-28 15:10 | Report Abuse

another 1 is your mnrb u make 50k also ar? hahaha

Posted by firehawk > 2018-11-28 15:14 | Report Abuse

from what i read, all her transactions are making money ones ....

Posted by TheContrarian > 2018-11-28 15:21 | Report Abuse

Ask you a simple advice whether Genting Malaysia can buy at 3.00 also cannot answer.

Posted by apolloang > 2018-11-28 15:41 | Report Abuse

dunno when can buy mnrb? hehe

Posted by 100000024310431 > 2018-11-30 10:15 | Report Abuse

0.88 not far olh like number 8

Posted by ling > 2018-12-02 08:02 | Report Abuse

Weakness of OSK is basically although that it’s category in real estate development sector, it’s more an investment holding company. As the properties market sentiment is weak at the moment, the stock price momentum trend negative as well. The company also didn’t spend any money in investor stock analysts and therefore no report available to attract much institutional investors.

Posted by ling > 2018-12-02 08:09 | Report Abuse

OSK fundamental is in line with net margin of 37.1% has been higher than it’s industry average. The stock recent dividend yield is currently 6.2%.

Posted by ling > 2018-12-02 08:16 | Report Abuse

OSK valuation is multiples significantly below the stock’s historically norm. OSK’s trailing PE of 4.4 represents 36% discount of its 5 years average of 6.9. If the trailing PE returns to historically form, the stock would trade at 1.4 according to Thomson Reuters

Posted by ling > 2018-12-02 08:36 | Report Abuse

OSK owned about 10% of RHB. With RHB doing well in the last few quarters, it’s expected will benefit OSK soon.

Posted by 100000024310431 > 2018-12-03 16:22 | Report Abuse

JUST A STUPID OLH SHOW

Posted by Fabien Extraordinaire > 2018-12-03 17:47 | Report Abuse

maybe need to rope in SSLee to grill the Board! lol...

Posted by ling > 2018-12-03 23:54 | Report Abuse

In OSK annual report, there are 5 substantial shareholders of OLH

Posted by ling > 2018-12-04 08:24 | Report Abuse

Although that the OSK allowed to buy back 10% of it owned shares but why the company didn’t excised that when low price momentum and good value for quite long period of time already ? I think it’s the same strategy that the substantial shareholders try to gain maximum ownership and get as low price momentum gains before market timing to double his profits or get free stocks like what happens to OSK properties and PJD

Posted by ling > 2018-12-04 08:55 | Report Abuse

OLH group owned about 52.27% shares, followed by 36.89% shares owned by 900 shareholders in which believed to be institutional or rich individuals and the rest of 10.84% owned by small shareholders with less that 100k unit shares. OLH group enjoy the full benefits as major shareholders as well as 10% control of RHB with sitting at the board control of RHB by himself and his family members. I think only the 10% of the small shareholders can not wait for the share price to fully gain the real value of OSK.

Posted by ling > 2018-12-04 09:07 | Report Abuse

OLH group owned of about 42% or more of the OSK WC warrant with excise price of 1.2 and maturity date of 22/7/2020. It means that in order for them to gain maximum value or free stock from OSK WC warrants, OSK stock price must be more than 1.2 before the maturity date.

Posted by ling > 2018-12-04 12:13 | Report Abuse

The market capital of OSK currently about 1.85B, and by it 10% ownership of RHB with market cap of 21.37B itself of 2.137B alone already more than whole OSK market cap. With current NTA of 2.18 mean you get almost everything else free on top of discount value of RHB...not making sense not to own compare to RHB

Posted by firehawk > 2018-12-04 15:22 | Report Abuse

lowest again .... :-(

Posted by firehawk > 2018-12-04 15:25 | Report Abuse

OLH wants to provide more and more and more value investment for value investors .....

Posted by 624298991 > 2018-12-04 23:16 | Report Abuse

already not go HK already...scrap the plan

Posted by Simon Loh > 2018-12-05 00:19 | Report Abuse

ling, how come in AR2017 of RHBBANK shows OSK percentage of shareholding in RHBBANK only 8.26% ?

Posted by ling > 2018-12-05 08:20 | Report Abuse

Actually the annual report in 2016 showed OSK 7.9% (page 292) and in 2017 showed OSK 10.13% (page 248) . This is due to the other major shareholders Aabar didn't subscribed RHB right issues due to BNM limits in end of 2015. Also not sure recently Aabar 3% stake sale will impacts further or not on the shareholders percentage.

Posted by ling > 2018-12-05 08:29 | Report Abuse

Also OSK accumulated additional RHB share through dividend reinvestment plan.

Posted by 100000024310431 > 2018-12-05 11:42 | Report Abuse

0.88 waiting......OLH come on.dont JUST ACT STUPID SHOW

Posted by Simon Loh > 2018-12-05 11:57 | Report Abuse

OIC. Thanks ling

Posted by Wong Kah Wei > 2018-12-05 17:44 | Report Abuse

黄老邪太可恶了。

Posted by ling > 2018-12-06 00:27 | Report Abuse

For 1 year comparison of share price performance of RHB and OSK, RHB increased 13.35% and OSK dropped by -15%. RHB current business performance is done well and efficient, OSK also in line maintaining profitable although didn't growths as much for the properties development sector with EPS of 12.28 sen or we other PE ratio of around 4.4. Really a good timing to accumulate OSK.

Posted by Choivo Capital > 2018-12-06 00:40 | Report Abuse

Yeap.

Posted by Kareemabduljabbar > 2018-12-08 15:11 | Report Abuse

Not clear to me why the mother stock must be above 120 for it to be be eficial to OLH ? Please explain.

Posted by ling > 2018-12-09 20:29 | Report Abuse

Based on the OSK 3rd quarter 2018 business segment analysis, the properties segment itself contributed in which total assets minus total liabilities RM3.43 B - RM1.18B = RM2.25 B. Then followed by financial services segment (mainly RHB) contributed of total assets minus total liabilities = RM3.506B - RM1.559B = RM1.947B (however based on the RHB share price now = RM2.1B). The rest of construction/industries/hospitality segments contributed of RM0.409B. Compared with the current share price value of OSK now only market cap only RM1.85B. Very much under value stock.

Posted by 100000024310431 > 2018-12-10 11:06 | Report Abuse

wait privatized IF OLH mercy ENOUGH give RM 1.10 .

Posted by Simon Loh > 2018-12-10 23:49 | Report Abuse

Even privatized, the share price must exceeds the valued of RHBBANK hold.

Posted by sell > 2018-12-11 17:15 | Report Abuse

NO HOPE!!!SELL AND RUN!!!

Posted by ivan9511 > 2018-12-11 17:34 | Report Abuse

I already said osk is expensive at this market moment.
Wait time to get in
I also had once now still wait perfect timing

Posted by 100000024310431 > 2018-12-12 10:40 | Report Abuse

i know u olh ,mari 0.88 give me.

Posted by TheContrarian > 2018-12-15 15:10 | Report Abuse

I never regretted buying OSK after CNY in February 2017. The initial money invested have tripled by today. God bless OLH.

Posted by TheContrarian > 2018-12-16 20:43 | Report Abuse

Made enough gains to buy ten pairs of new underwear.

Posted by 100000024310431 > 2018-12-18 10:44 | Report Abuse

wc bcome toilet paper already so sad

Posted by firehawk > 2018-12-21 10:45 | Report Abuse

OLH provides more and more and more value investment for value investors again .....

Posted by 100000024310431 > 2018-12-21 11:09 | Report Abuse

OLH provides more and more toilet paper.