Posted by sosfinance > 2017-03-08 18:12 | Report Abuse

What I think is irrelevant. Despite the civil war which happen many many months back (I do not know how minor or major - but based on reading - happen at the northern side, not entire Myanmar), OCK manage to build about 70% of the 920 towers. Yes, there are some delays, nothing major. I did not see telco operator pulling out, in fact, if not mistaken, a new telco operator was awarded a licence. So, have to continue to monitor this situation. When prices down, there will be news saying, civil war, debts too high, this and that. I will focus on the engines that that generate the cash flow, how many new towers each months, in Vietnam, what is the development, Indonesia, what is happening, Malaysia and development on solar or LTE development that OCK benefit. Anyway, the civil war may be a blessing, Telenor redrew their plan and requested more towers new the city/town, which has higher chances of co-tenancy. Look at their quarterly, see any progress or regress.

Just like, despite the QE and overvaluation of DJIA, it continues to move up for last 8 years. Coming to 9. Despite the Fed say so many times, interest rates only up a few times.

Posted by greatinvestor > 2017-03-08 18:14 | Report Abuse

If the price is going down because of this incident, its an opportunity to buy at the lower price. I don't see any big impacts on their business.

Posted by strategisst > 2017-03-08 22:03 | Report Abuse

Looking forward to see the price movement and volume tomorrow...

Posted by Kkevin2625 > 2017-03-08 22:04 | Report Abuse

：DD

Posted by Sebastian Sted Power > 2017-03-09 07:47 | Report Abuse

suddenly many analyst here..

just enjoy the games!

Posted by bgt9963 > 2017-03-09 08:22 | Report Abuse

Just watch out edotco valuation..

Posted by ez6699 > 2017-03-09 09:08 | Report Abuse

OCK offers good growth prospects

OCK (OCK MK/BUY/Target: RM1.00) is a key beneficiary of rising data volume in
frontier emerging markets. The group can leverage on Telenor Myanmar’s rapid network
expansion while the recent acquisition of SEATH (Southeast Asia Telecommunications
Holdings) in Vietnam provided for a meaningful footprint in the country’s growing market.
Key re-rating catalysts include: a) additional tower lease contracts secured in Myanmar
and/or Vietnam, and b) higher tenancy ratio. Beyond 2017, OCK is poised to secure an
additional 2,000 tower lease contract in Myanmar. This, we believe, is driven
predominantly by Telenor Myanmar’s aim to become the No. 1 operator in Myanmar with
a leadership position in data network and digital enablement.

Posted by Jenas Tan > 2017-03-09 09:54 | Report Abuse

What happened? Why no movement?

Posted by allantham > 2017-03-09 12:16 | Report Abuse

ock-wa may possible retrace back to 255 as per fibo retracement

Posted by allantham > 2017-03-09 12:19 | Report Abuse

ock possible to touch fibo 61.8% at 84c
ock-wa fibo retracement 61.8% at 25.5c

Posted by strategisst > 2017-03-09 12:55 | Report Abuse

Let see how it goes in the afternoon session...

Posted by Jenas Tan > 2017-03-09 14:11 | Report Abuse

up up up

Posted by stockistlearner > 2017-03-09 14:39 | Report Abuse

it is time to retrace. need to wash some short term players out in order to bounce higher

Posted by strategisst > 2017-03-09 18:10 | Report Abuse

So far still good...steady...

Posted by VFTRADER > 2017-03-12 21:03 | Report Abuse

just sharing my own calculation: 8/Feb'17-14/Feb'17, over-bought shoot up to 200point then retreat to
90point on 1/Mar. On 10/Mar, it shoot up again to 360point. How much it is going to retreat before
resume its strong horse power?

Posted by VFTRADER > 2017-03-12 21:11 | Report Abuse

I look at Star report on edotco said that "the implied valuation of the company is US$1.5bil = RM6.6bil (at 4.40 forex).
edotco has 17,054 towers which translate to about RM380k per tower.
So how many tower OCK owned??

Posted by Zai Zai > 2017-03-13 11:27 | Report Abuse

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

Posted by strategisst > 2017-03-13 12:51 | Report Abuse

Well maintained.... steady

Posted by zoomboom > 2017-03-13 17:25 | Report Abuse

market in a good mood too... nice...

Posted by strategisst > 2017-03-14 19:30 | Report Abuse

Narrow band....squeeze...

Posted by dusti > 2017-03-15 12:12 | Report Abuse

Poised to zoom?

Posted by strategisst > 2017-03-15 15:17 | Report Abuse

Steady...ready ....

Posted by Jenas Tan > 2017-03-15 21:01 | Report Abuse

wow.. likely to break 0.9 tmr ..

Posted by strategisst > 2017-03-15 22:32 | Report Abuse

Slow and steady....

Posted by Sebastian Sted Power > 2017-03-16 09:52 | Report Abuse

Uncle Lim, where are you? We miss you here

Posted by strategisst > 2017-03-16 10:23 | Report Abuse

Building up..... good......steady

Posted by newbb > 2017-03-16 10:43 | Report Abuse

dear all sifus, can u enligthen me on the 3 mil forex loss incurred in 4th quarter. Is this realised or unrealised loss? is this one-off event or it can be recurring event based on today economic or ock business nature? TQ in advance.

Posted by strategisst > 2017-03-16 10:59 | Report Abuse

@newbb...bro, whenever you have overseas operations, you would have forex gains or forex losses in your accounts....fluctuations in currencies is normal in international operations.... Realized or unrealized would depends on when you do the conversion....

Posted by dusti > 2017-03-16 11:12 | Report Abuse

Hi strategist. explicit comment, but me think our FREN has different motive when asking question.

Posted by strategisst > 2017-03-16 11:22 | Report Abuse

Momentum good....getting stronger....

Posted by zoomboom > 2017-03-16 16:11 | Report Abuse

nice..... let's break 0.90 sen?... boleh?
steady.

Posted by strategisst > 2017-03-16 16:15 |

Post removed.Why?

Posted by imoogi99 > 2017-03-16 17:06 | Report Abuse

Road block at 0.90. Checking road tax and license before can proceed....lol!...not time yet.

Posted by strategisst > 2017-03-16 17:13 | Report Abuse

Tomorrow most probably...let's see...

Posted by Professor_Trump > 2017-03-16 19:00 | Report Abuse

wow!!!
Professor has completed R&D on OCK!
Professor is agreed with BUY recommendation!
With TP seeing at 0.975/0.99 (9.5% and 11% ROI respectively from the current price at 0.89)
Good Luck

Posted by isupertrader > 2017-03-16 19:38 | Report Abuse

Contribution based on high growth expected to contribute 20% of revenue this year with the
award of 920 towers located at Myanmar and targeted 3,000 over the next 5 years.
Strong support seen at 0.87 with recommendation next target price at 0.97.

Posted by VFTRADER > 2017-03-16 21:15 | Report Abuse

ShareCap = 87mil. SharePremium=157mil. To deplete the SharePremium under new company act within 2 years, will management
give bonus issue of 1 share get 1.8 bonus share. or 1 share get 1 bonus + some free warrant??
If really go for bonus issue, then share price need to at least double up.....

Anyone can give more infor on New Company Act....

Posted by Zai Zai > 2017-03-16 21:46 | Report Abuse

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

Posted by zoomboom > 2017-03-16 22:03 | Report Abuse

this time, all ingredients are in place. D24 might runtuh first.... but I will wait for musang king.

awaiting patiently.

focused.

Posted by strategisst > 2017-03-16 22:15 | Report Abuse

@zoomboom...bro, its gonna be a fruitful waiting... patience pays...

Posted by zoomboom > 2017-03-17 09:21 | Report Abuse

D24 dropping .... sweet....
I will be patient.... wohooo..

focused.

Posted by shunfeng2032 > 2017-03-17 09:38 | Report Abuse

at last breakout .90. 1.00 next.

Posted by strategisst > 2017-03-17 09:42 |

Post removed.Why?

Posted by Bizfuneng > 2017-03-17 09:45 | Report Abuse

For the 1st time seeing it started to claw north. Neck aso pain waiting n waiting so long b4 seeing slight movement.

Posted by ahizra2 > 2017-03-17 10:00 | Report Abuse

looking good..i booked new car already

Posted by strategisst > 2017-03-17 10:17 | Report Abuse

Mmmmmmmmbekkkkkkkkkk.......

Posted by aidwiz > 2017-03-17 10:31 | Report Abuse

Haha nice waiting for d24 pulak

Posted by zoomboom > 2017-03-17 10:41 | Report Abuse

strategisst must be smiling all the way to the durian stall lol...
wait for musang king la.... D24, can nibble a bit first first if you want (zlyc bro where are you?)..

patience.

Posted by ahizra2 > 2017-03-17 11:09 | Report Abuse

ok cancelled my booking...lols

Posted by zlyc > 2017-03-17 11:52 | Report Abuse

i were looking for property for invest......