Posted by chl1989 > 2017-07-26 19:47 | Report Abuse

sell lor. why mampus. u sell low i buy lower. :)

Posted by VFTRADER > 2017-07-26 21:49 | Report Abuse

I relook into SEATH which was originally owned by Vietnam Infra Ltd (60%) + CapAsia Tele Ltd (40%). Both are investment fund and seems like they are hiring 3rd party professional team to run the day to day business. Their FY 2015 result: Rev=US$12m, NProfit=US$1.8m (15%).

OCK bought over Vietnam Infra Ltd portion and since OCK is majority shareholder, and if they run the day-day business ( especially on site maintenance) instead of hiring 3rd party to run the show, can foresee they might be able to generate additional 5 to 8% top up in NProfit.

Which means if based on FY2015 figure, NP will be US$2.4m.

Possible??

Posted by chl1989 > 2017-07-27 00:17 | Report Abuse

vftrader, i expect 10mil profit for q2. 5mil from msia+ 5mil from myanmar & seath :)

Posted by abang_misai > 2017-07-27 07:53 | Report Abuse

Wait for it to drop to Rm0.60, then we collect

Posted by VFTRADER > 2017-07-27 12:30 | Report Abuse

chl1989, very close to my est figure of 9mil. Y-Y >30% increase. Good.

Posted by Practical Planner > 2017-07-27 13:21 | Report Abuse

@Misai bakar,
To buy or not to buy, we shall wait for Zaizai's signal... But you have to be able to read between the lines lah. You can PM him, if he likes you he will give u more hints.

Posted by chl1989 > 2017-07-28 00:41 | Report Abuse

q at 0.285. plz sell to me

Posted by makemoney1 > 2017-07-29 11:02 | Report Abuse

https://www.youtube.com/watch?v=M8Zl3f1E_CU. ock interview

Posted by GTMS > 2017-07-31 13:16 | Report Abuse

good humble man

Posted by Jenas Tan > 2017-07-31 14:57 | Report Abuse

No eye see.. when can rebound?

Posted by stockistlearner > 2017-07-31 15:42 | Report Abuse

80c is possible. prepare bullet to collect!

Posted by makemoney1 > 2017-07-31 15:44 | Report Abuse

No eye see but still hv faith...the price drop with very small volume..whats the meaning??

Posted by Jenas Tan > 2017-07-31 16:03 | Report Abuse

shitt.. bullet habis....

Posted by warchest > 2017-07-31 17:08 | Report Abuse

PE almost 30 times. ridiculously high compare to the Peers. Contribution from the growth market, Myanmar already in place but yet showing less impressive results. All the stocks with high PE starts to drop significantly like Karex, OWG, TMC. Better be careful

Posted by warchest > 2017-07-31 17:12 | Report Abuse

why should it be traded at so high PE valuation compare to other telco companies. The growth already not fantastic. Got good revenue growth but profit so so

Posted by funda > 2017-07-31 18:19 | Report Abuse

Warchest, you can't use PE to justify the valuation of tower operator like OCK.... their profit would be dragged down by depreciation... but cashflow wise is different story

Posted by ttwong > 2017-07-31 20:03 | Report Abuse

funda, can explain more why PE is not suitable. what kind of business need to use EV/Ebitda valuation. just for my learning.

Posted by ttwong > 2017-07-31 20:08 | Report Abuse

so far, i noticed those business which required huge capital investment often talk about EV/Ebitda.

Posted by abang_misai > 2017-07-31 20:37 | Report Abuse

Habislah

Posted by chl1989 > 2017-07-31 22:04 | Report Abuse

0.28 plz

Posted by VFTRADER > 2017-07-31 22:55 | Report Abuse

edotco private placement to KWAP is at PE close to 50

Posted by funda > 2017-08-01 10:37 | Report Abuse

ttwong, my understanding EV/Ebitda suitable for those company that required huge capex investment for their business model, which need to minus high depreciation cost in their P/L statement. But depreciation is only on paper, they still have good cash flow generated from their business which can be used for other purpose like expanding, dividend etc...

Posted by rkgfantasy > 2017-08-01 11:32 | Report Abuse

big shark might found there is no more small fish to sell le.. start to push ~

Posted by GTMS > 2017-08-01 17:13 | Report Abuse

stepping stone volume ?

Posted by Max Yong > 2017-08-01 18:42 | Report Abuse

Time to fly soon ?

Posted by hewiester > 2017-08-01 19:28 | Report Abuse

Yes - watch out for this big bull to get push up (like how krono did)

Posted by speculative > 2017-08-01 19:42 | Report Abuse

This is the times to boom.. handle cup already made.. just enter and riding the prodit until quarter result come out.. all indicator just nice.. lets pray for the glorious profit

Posted by sayyouloveme > 2017-08-01 20:15 | Report Abuse

no more cheap price. :)

Posted by myportfolio > 2017-08-01 23:33 | Report Abuse

cheapness are gone.. lets overide it with a bull-run

Posted by Practical Planner > 2017-08-02 02:00 | Report Abuse

Go in carefully. Maybe someone just pushes it up for few days then will dump again.

Go for it, then close your eyes for at least 3 months.

By year end sure will jump. But cannot invest on this stock with loan with high interest. You will get burnt because the swing is very big, will make you heart attack.

Posted by Zai Zai > 2017-08-02 13:27 | Report Abuse

brought some to support.

https://ibb.co/cPgUZk

Posted by VFTRADER > 2017-08-02 13:40 | Report Abuse

zai zai, good move.

Posted by Practical Planner > 2017-08-02 22:03 | Report Abuse

wow.. big spender.. but please... don't show you are so kaya..
It will make someone tak tahan and burn her misai lah..

But thanks for your signal..... we know what to do now..

Posted by Jenas Tan > 2017-08-03 12:01 | Report Abuse

drop continues.. buyer appeared and gone.. loll

Posted by abang_misai > 2017-08-03 12:14 | Report Abuse

Banyak pandai... 0.310 tak mau beli. Tapi mau beli 0.325.

Posted by Practical Planner > 2017-08-03 15:31 | Report Abuse

ZZ tu pura2. Xde show off 0.19 dulu yg beli simpan senyap saja

Posted by chl1989 > 2017-08-03 18:00 | Report Abuse

0.285 cannot match. haiz

Posted by Dennis NP Lee > 2017-08-03 21:42 | Report Abuse

talking bull and cock story. where is the bonus or dividend if they are good and making money ?????

Posted by Practical Planner > 2017-08-04 00:58 | Report Abuse

sabar Dennis...
For dividend play go with Maxis and Digi.
For very high risks play go with penny stocks
For medium term player go with OCK

For zero risk play, and If kena bakar cannot tahan, pull out, go see God and pray 5 times a day, sure cannot lose

Posted by ttt > 2017-08-04 09:11 | Report Abuse

kuching mati melantun

Posted by Dennis NP Lee > 2017-08-04 11:20 | Report Abuse

Pray 5 times a day ? only idiot will do. Faithfulness dont go at nos. of times. How much money ock made and how good their future, so what ? The share value double ? throw..throw...let it drop. Anyway I made some money out of it ! If I want to waste time to feed all these fox and shark I rather become a loan shark myself. Please take a look at YTL . then u will know what I am talking about i.e. Public investors' confidence ! If u investing in a company and the company made money and dont pay u a single cent bonus and u call it a good company ? why ock drop back pls explain if u are expert !

Posted by Zai Zai > 2017-08-04 12:18 | Report Abuse

hehe.lunch time

Posted by zoomboom > 2017-08-04 17:16 | Report Abuse

kenapa marah-marah ni... rileks laa....

Posted by chl1989 > 2017-08-04 19:39 | Report Abuse

simple. coz profit from myanmar project is not reflected in the book yet. thats why ppl are skeptical and run away.

Posted by VFTRADER > 2017-08-04 22:24 | Report Abuse

http://english.vietnamnet.vn/fms/science-it/182839/4g-forecast-to-boom-in-vietnam-this-year.html

Seems like Vietnam demand is very strong.

Posted by VFTRADER > 2017-08-04 22:27 | Report Abuse

http://english.vietnamnet.vn/fms/science-it/182961/mobifone-voted-top-4g-service-provider.html

Mobifone is SEATH main customer and 2nd largest telco in Vietnam.

Posted by Zai Zai > 2017-08-05 20:49 | Report Abuse

if you wonder how the ock myanmar tower construction site look like, go below link
https://ibb.co/iXYh7F
https://ibb.co/e9Rfuv
https://ibb.co/dHxW1a
https://ibb.co/fMsBZv
https://ibb.co/iY0yEv
https://ibb.co/muHpMa
https://ibb.co/dC5LSF

Posted by VFTRADER > 2017-08-05 21:19 | Report Abuse

TQ.

Posted by rkgfantasy > 2017-08-07 15:13 | Report Abuse

20days to go for financial report.... like waiting baby born, not sure is healthy or bad condition~

Posted by ttt > 2017-08-07 16:54 | Report Abuse

good one rkg!
lol