Posted by ez6699 > 2018-01-09 10:48 | Report Abuse

go read what Zai Zai has posted above...

Posted by VFTRADER > 2018-01-09 14:39 | Report Abuse

Thats y Tencent is looking at Myanmar market.

Posted by VFTRADER > 2018-01-09 14:57 | Report Abuse

https://view.inews.qq.com/a/20180108A0WKSF00

Alibaba & Tencent now start getting data from Vietnam... for their future business plan.
To support Ali & Tencent business models, min requirement is 4G...

business opportunity..

Posted by Necrophos > 2018-01-09 16:44 | Report Abuse

micheal lee not happy

Posted by ttwong > 2018-01-09 16:44 | Report Abuse

i invested in OCK because I am attracted to the sustainable + growth potential of its tower business. still waiting for the fruit to reap. cheers...

Posted by VFTRADER > 2018-01-09 16:47 | Report Abuse

In Investment:

There is no RIGHT & WRONG.

There is no HAPPY and SAD.

All there have is MAKE or LOSE money.

NJOY.

Posted by VFTRADER > 2018-01-09 16:48 | Report Abuse

I suspect OCK will enter Cambonia market soon with buying over somebody.

Posted by VFTRADER > 2018-01-09 16:49 | Report Abuse

https://view.inews.qq.com/a/20171214A0K3E300

Posted by zoomboom > 2018-01-09 17:26 | Report Abuse

aha! my observation macam tepat... tak sia-sia saya pegang stock ini 3 tahun... "old man" syndrome macam baru kick in... LOL...

sudden interest in WA? :-)... 9 mil shares... mother also boleh tahan, 1.4 mil shares today...

continue to watch this blockbuster...

calm. steady. patience... musang king...

Posted by KISSinvest > 2018-01-09 21:38 | Report Abuse

imho, two scenarios:
1. a sharp drop in wa price after today's sharp jump, show ends
2. stronger uptrend couples with weaker downtrend, tp 50c

Posted by Dickens Tan > 2018-01-09 22:17 | Report Abuse

Finally... Really feeling wanna cry.....

Posted by Ohyea > 2018-01-10 11:06 | Report Abuse

Lol Jz up a bit bro .. y so excited

Posted by ttt > 2018-01-10 15:52 | Report Abuse

now down again

Posted by chunwei94 > 2018-01-10 16:05 | Report Abuse

go for binacom(0195). lets see how it works.

Posted by Stephen639 > 2018-01-10 18:36 | Report Abuse

OCK News Alert: Bursa M'sia - OTHERS ACQUISITION BY OCK TOWER INFRA SDN BHD , A WHOLLY OWNED SUBSIDIARY COMPANY OF OCK SEA TOWERS PTE.LTD, OF 300,000 ORDINARY SHARES IN OCK TELCO INFRA SDN BHD, REPRESENTING THE REMAINING 30% EQUITY INTEREST IN OCK TELCO INFRA SDN BHD FOR A PURCHASE CONSIDERATION OF RM300,000.00 TO BE SATISFIED ENTIRELY VIA CASH ("ACQUISITION")

Posted by sosfinance > 2018-01-10 21:06 | Report Abuse

It is clear the internal restructuring is to prepare for listing the towerco biz. Perhaps, to use some of the IPO proceeds to acquire new brownfield towers in SEA, attaining its medium term growth of 5,000 towers. At the moments, OCK has about 2,800 towers, and contracted another 600 towers. All it takes is to buy another 1,600 towers, either organic growth or via acquisition.

Posted by ahizra2 > 2018-01-11 11:54 | Report Abuse

Sold off all my OCK-WA at 0.29 yesterday. Now will recollect at 0.265 and below ;)

Posted by Zai Zai > 2018-01-11 14:09 | Report Abuse

Other notable contract wins that would drive the growth of the TNS segment
include the Automated Enforcement System (AES) site commissioning works
where a pilot rollout has started in Putrajaya. The AES contract involves OCK
fiberising up to 1,000 AES sites in the country.

source : RHB - Joining the big league 0315

Posted by ttwong > 2018-01-11 16:42 | Report Abuse

I can't remember there is any announcement regarding AES contracts. any pointer to that?

Posted by rkgfantasy > 2018-01-12 18:32 | Report Abuse

wònder what going on with director dispose stock, is that nightmare coming ?

Posted by ttwong > 2018-01-12 21:53 | Report Abuse

well, owner Mr Ooi did acquired shares last month. small amount but perhaps a hints to market that everything is fine? I also view recent dividend announcement as positive surprise. not so much on the amount but positive signal to market that company financial is fine. just my 2 cents.

Posted by ez6699 > 2018-01-12 22:52 | Report Abuse

OCK的2017财政年首9个月净利和营业额 ，分别按年成长20.32%和19.24% ，至1759万令吉和3亿5102万令吉。在海外业务贡献下 ， 黄贞焜有信心2017财政年全年业绩可取得双位数成长

Posted by rkgfantasy > 2018-01-12 22:57 | Report Abuse

i monitor quite close
those share that director sell confirm not retailer buy
they sold 500k unit 500k unit per time last few day
the buyer straight buy away all the stock, wonder what suppose to mean
GE14 donation ?

Posted by KISSinvest > 2018-01-13 11:56 | Report Abuse

zai zai and sos, what is ock reit soon?

Posted by Zai Zai > 2018-01-13 15:11 | Report Abuse

i over react, no such things, i del my comment

Posted by thundersnow > 2018-01-13 17:45 | Report Abuse

Fundamental does not sound good. High receivable n negative cash flow from operation. Doubtful debt?

Posted by sosfinance > 2018-01-14 10:09 | Report Abuse

Very good observation. I have the same concern two years ago. Surely analysts cannot miss that (elephant in the room). It's best you hear it from the management, either via an AGM, all call up the CFO/management or read the AR. Serious investors must be satisfied that this issue can be resolved.

Posted by VFTRADER > 2018-01-14 14:52 | Report Abuse

Chang on and off disposed his stake since 2014.

Low always dispose his stake before CNY since 2014, 2015 (not 2016), 2017 and 2018.

Posted by rkgfantasy > 2018-01-14 20:26 | Report Abuse

USD/RM - strengthen by 5% (2015: 5%) 2,282,836 (441,141)
- weaken by 5% (2015: 5%) (2,282,836) 441,141
CNY/RM - strengthen by 5% (2015: 5%) (32,402) (1,427)
- weaken by 5% (2015: 5%) 32,402 1,427
i found this at annual report 2017, it say OCK didt do any hedge for currency
what this mean ? USD weak is good or bad for OCK?

Posted by Thkent91 > 2018-01-14 22:47 | Report Abuse

Bad for ock. Lost of forex is expected

Posted by rkgfantasy > 2018-01-14 23:31 | Report Abuse

i know it say if USD/MYR weak by 5% may have 2m+ forex lost
how about the huge debt ?

example (Last Quarter)
RM285m usd debt = 67.857m usd base on 4.2 Nov 2017
67.857m usd debt if convert to RM is 268.714m now only, base on 3.96 January 2018
The different is RM16m++

although it not release gain, but should account at somewhere right
more than the 2m forex lost, seem pros is more than cons

Posted by makemoney1 > 2018-01-15 05:13 | Report Abuse

i expect they to account for the forex gain in loan in Q4....

Posted by VFTRADER > 2018-01-15 11:55 | Report Abuse

http://www.theedgemarkets.com/article/ocks-growth-prospects-underpinned-maiden-myanmar-profit

Posted by ez6699 > 2018-01-15 14:16 | Report Abuse

Strong growth in tower business 2018 going to see up up up for OCK...

Posted by ez6699 > 2018-01-15 14:25 | Report Abuse

latest OCK update by UOB

https://ufile.io/dl18f

Posted by Zai Zai > 2018-01-15 22:10 | Report Abuse

thanks ez6699. =*

Posted by funda > 2018-01-15 23:25 | Report Abuse

thanks for sharing... :)

Posted by sosfinance > 2018-01-16 09:51 | Report Abuse

Myanmar's towerco figures is encouraging (from UOB). Revenue Q1 8.5m, Q2 8.5m, & Q3 13.6m, Q4 = ???

Posted by makemoney1 > 2018-01-16 10:18 | Report Abuse

http://klse.i3investor.com/blogs/hleresearch/144410.jsp

Posted by rkgfantasy > 2018-01-16 13:01 | Report Abuse

every time OCK got TA buy call, it drop further more lol, not s good sign

Posted by funda > 2018-01-16 17:05 | Report Abuse

http://www.theedgemarkets.com/article/uob-potential-ma-deals-anchor-earnings-malaysian-telcos

Posted by sosfinance > 2018-01-18 10:06 | Report Abuse

UOB gave a value of RM5.6m (calling it notional interest saving) for the assumption of fully converted warrants (which raised about RM187m or 264m warrants x 71 sen exercise price) for calculation of SOPTP.

Therefore, its TP of RM1.05 is based on 1.135b shares (warrants fully converted) instead of existing shares of 871m.

In reality, rarely warrant holders fully convert into mother shares when trading at premium. In OCK's case, most holders are non-financial institutions or they are not related to substantial shareholders, which make it more unrealistic to convert at a premium.

Why analysts choose to follow theory (assume fully converted warrants) instead of something more realistic? They can also said, if warrants not converted, the TP will be RM1.3x? Just work out another realistic scenario for "poor investor".

Posted by rkgfantasy > 2018-01-18 14:26 | Report Abuse

wow 0.870, feel so GG

Posted by sosfinance > 2018-01-18 18:17 | Report Abuse

Estimates of EBITDA 2016 to 2019 is RM67m, RM90, RM113m and RM134m. (UOB)

CAGR for EBITDA (2016 to 2019) = 24% p.a.

Value will continue to improve as long as EBITDA continue to grow steadily - coming from tenancy ratio growth and expansion of number of towers.

Posted by KISSinvest > 2018-01-18 18:22 | Report Abuse

sosfinance, ock thanks you for your strong support and never doubted faith!

Posted by Zai Zai > 2018-01-19 09:29 | Report Abuse

ya sos, his TP research report is use 1y period, but his calculation sop is using full diluted eps..hmm

Posted by Zai Zai > 2018-01-19 10:46 | Report Abuse

https://www.facebook.com/wealthmasterymindset/videos/532184813808708/

Posted by rkgfantasy > 2018-01-19 11:25 | Report Abuse

i suddenly realise a problem here
base on annual report,
93.4% share hold by 100,000 + unit people
mean small investor only hold 6.6% share
this ratio is quite big different than others stock,
and i believe there is more retailer sold they share since it drop more than 10% from it peak

Posted by rkgfantasy > 2018-01-19 11:30 | Report Abuse

which mean 290 people owning 93.7% share, 3575 owning 6.3% share
base on last year’s annual report,
i believe most of it insituition won’t sold the share
maybe stock split or bonus issue will help the share price ?

Posted by chooheng > 2018-01-19 13:16 | Report Abuse

mean there won't b big movement on tis counter...1.3, 1.4...dream.