Posted by ez6699 > 2017-07-19 20:39 | Report Abuse

Those want to sell... fast fast sell...don't wait too long later cannot sell cheap...


Vietnam's telecoms market dials up massive revenue growth

Vietnam's telecoms industry posted nearly a 130 percent increase in total revenue in the first half of this year to VND213 trillion ($9.38 billion).

The three providers all reported double-digit revenue growth, helped by subscribers moving from 2G to 3G services, together with the newly deployed 4G services, a report released by the Ministry of Information and Communications said.

4G services have been available in big cities since the beginning of this year, and the three operators are racing to deploy the service across the country by the year-end.


from UOB back in April:

OCK aims to build another 200-300 towers in Vietnam while working on increasing tenancy ratio from 1.26x to 1.3x by end-17.

Posted by abang_misai > 2017-07-19 20:47 | Report Abuse

Hehe. I sold today. Wait for its wa to retrace to 0.18

Posted by ttwong > 2017-07-19 20:57 | Report Abuse

I thought you want to add 100 shares every day? so fast give up already.

Posted by abang_misai > Jul 19, 2017 08:47 PM | Report Abuse

Hehe. I sold today. Wait for its wa to retrace to 0.18

Posted by abang_misai > Jul 8, 2017 10:15 AM | Report Abuse

Added another 100@0.34 yesterday. Average 200@0.34. Total investment Rm68.00. Add add 100 shares very day.

Posted by chl1989 > 2017-07-20 00:25 | Report Abuse

typical speculator. haha

Posted by Practical Planner > 2017-07-20 02:30 | Report Abuse

kesian misai kena bakar... but can help the market livelier if adding three 0's to the investment volume lah..

[oops... news deleted, my source said that don't reveal this news yet..]

Posted by zoomboom > 2017-07-20 15:35 | Report Abuse

...

Posted by myuptownboy > 2017-07-20 15:36 | Report Abuse

move to ATTA..strong rebound coming

Posted by sayyouloveme > 2017-07-20 16:31 | Report Abuse

still holding. :)

Posted by Practical Planner > 2017-07-20 20:23 | Report Abuse

Ok additional 300 sites signed with new operator. but no material impact until year end. Not really insider because my source not working for the related parties and people seem to know it locally. Not announced yet so not sure it's rumour or real lah

Posted by Jenas Tan > 2017-07-21 07:52 | Report Abuse

rebound soon.. hold tight tight

Posted by chl1989 > 2017-07-21 08:57 | Report Abuse

huh? with another operator? so weird. they dont serve Telenor anymore? i thought they have contract?

Posted by Practical Planner > 2017-07-21 09:41 | Report Abuse

Ini news bagus bukan yang kamu fikir

Posted by Practical Planner > 2017-07-21 09:45 | Report Abuse

Rebound or not is a different matter because there are other factors. I suspect may take about 2 months before it jumps big attributed to announcement of good news. Meantime it depends on the small investors' mood. But when the news comes it will sure jump, big jump.
Such as the jump from 20 to 25 to 30, which you will never see those price levels anymore

Posted by Stephen639 > 2017-07-21 10:20 | Report Abuse

I agree

Posted by VFTRADER > 2017-07-21 13:44 | Report Abuse

https://www.sc.com.my/prospectus-exposure-binasat-communications-berhad/

Some infor on Binasat

Posted by VFTRADER > 2017-07-21 15:20 | Report Abuse

Additional 300 sites, if 1 site=US$80k, then will be US$24mil. Good

Posted by Zai Zai > 2017-07-21 17:00 | Report Abuse

i think is new tenant (mytel) to rent 300site from OCK and it is not a additional build.
This kind of agreement do not need to report in bursa

Posted by abang_misai > 2017-07-22 08:09 | Report Abuse

Wah Seh, you know more than the MD.

Posted by Practical Planner > 2017-07-22 16:40 | Report Abuse

Zai zai is the proxy for the MD, everyone knows lah..

Posted by Jenas Tan > 2017-07-24 12:03 | Report Abuse

0 volume? WOW

Posted by stockistlearner > 2017-07-24 17:10 | Report Abuse

ock double top. see below 90c

Posted by sosfinance > 2017-07-24 17:48 | Report Abuse

@zaizai, if Mytel rents 300 sites from OCK, the upside in earnings is greater than what analysts expected. Upside will be good. Great to accumulate warrants at 31sen (closing today)

Posted by chl1989 > 2017-07-24 17:50 | Report Abuse

2nd round easy profit from ockwa. buy all the way down to 28c. :)

Posted by chl1989 > 2017-07-24 17:54 | Report Abuse

abang misai sure panic cutloss all already lol

Posted by VFTRADER > 2017-07-24 20:53 | Report Abuse

http://www.mmbiztoday.com/articles/telco-mytel-build-350-phone-towers-rakhine-eyes-statewide-rollout

Posted by sosfinance > 2017-07-24 21:05 | Report Abuse

@VFTRADER, is OCK renting to them? Or building for them? Or Build and leaseback from them?

Posted by chl1989 > 2017-07-24 21:32 | Report Abuse

nth to do with ock :)

Posted by Practical Planner > 2017-07-24 22:11 | Report Abuse

They are not building themselves. They are tendering it out based on their business profitability. The activities should start now. It could be anyone but not Mytel themselves.

Author: Kyaw Min | 16 May 2017
Mytel will begin building 350 phone towers in Rakh­ine State in the next four months.
The tendering process for the construction of phone towers will begin within two months

Posted by Zai Zai > 2017-07-24 22:29 | Report Abuse

This is good discussion
@sos :
Mytel is targeting rural area because he is too late to join the tight competition between other telco.However good things is their licens­ing fee levied is cheaper than other.
Mytel : 300mil
Telenor : 500mil
Ooredoo : 1bil
OCk as a third generation builder, 50% of the tower is in rural area and when Pratical mention 300 tower deal initial come to my mind is OCK tower

@Practical
Thanks for the info.
Mytel initial target only base station construction. Hopefully your source is true.

Posted by sosfinance > 2017-07-25 10:06 | Report Abuse

@zai zai thanks. I guess renting is out of the question (OCK may not have so many built towers in the rural areas as mentioned?). Hence, likely build and leaseback, but yet to see any announcements?

Posted by rkgfantasy > 2017-07-25 11:36 | Report Abuse

i check back the quarter report..
i found that foreign business seem have more Profit Margin compare to Malaysia business
Director say hope foreign business can have more share on total revenue on company..
i see everything is going smooth ~

Posted by Jenas Tan > 2017-07-25 13:27 | Report Abuse

drop like no tomorrow..

Posted by VFTRADER > 2017-07-25 15:22 | Report Abuse

http://www.mmtimes.com/index.php/special-features/227-it-telecommunications-2016/22461-telenor-on-a-building-spree.html


"Telenor Myanmar hopes to achieve its ambitious targets of having more than 7000 towers by the end of 2016 and
widening its coverage to more than 90 percent of the population before 2018.
According to a recent press statement, Telenor Myanmar has built 5800 towers and has 17 million customers here."


Seems like the latest batch of Telenor tower was built by OCK...

Posted by michael_lee > 2017-07-25 15:31 | Report Abuse

A few fund hse such as hw, hl deliberately pushing down the price

Posted by Ggwpbro > 2017-07-25 16:26 | Report Abuse

Drop more

Posted by Max Yong > 2017-07-25 16:47 | Report Abuse

Seems like big boys pushing down intentionally ? The volume is less tho.

Posted by chl1989 > 2017-07-25 17:14 | Report Abuse

retailers selling big boys collecting. waiting at 28c :)

Posted by Max Yong > 2017-07-25 19:09 | Report Abuse

Yea. Ppl just lacking of patient on it.

Posted by Jenas Tan > 2017-07-25 20:02 | Report Abuse

Miss the chance to sell high and buy again..

Posted by chl1989 > 2017-07-25 20:06 | Report Abuse

nvm. your 'high' will come again in September :)

Posted by VFTRADER > 2017-07-25 20:25 | Report Abuse

I think selldown should be over. let c how it perform tomorrow..

Posted by Sebastian Sted Power > 2017-07-25 23:11 | Report Abuse

relax lah

Posted by chl1989 > 2017-07-26 11:38 | Report Abuse

0.28 is in sight. BUY

Posted by zoomboom > 2017-07-26 15:06 | Report Abuse

...

Posted by Jenas Tan > 2017-07-26 17:19 | Report Abuse

no stopping it....

Posted by bpng0904 > 2017-07-26 17:36 | Report Abuse

dropping spree...

Posted by aidwiz > 2017-07-26 17:41 | Report Abuse

Buy more lah. Ez

Posted by stockistlearner > 2017-07-26 17:44 | Report Abuse

80c coming. can collect more!

Posted by Max Yong > 2017-07-26 18:41 | Report Abuse

Waiting warrant at 0.28 GTD - 300 lot :D

Posted by abang_misai > 2017-07-26 19:28 | Report Abuse

Mampus