OCK Group is one of the stocks that RHB is positive on. In particular, RHB is positive on the growth prospects of the group’s regional towerco businesses in Vietnam and Myanmar. Besides that, OCK Group is also a key beneficiary of potential 5G infrastructure spending and the growing trend towards outsourcing and maintenance of passive infrastructure. The future spinoff of the regional towerco businesses could potentially catalyze the stock.
Aliran bought it at 25 sen. MD's brother bought it at 12 sen. 500,000 OCK warrants x 8 sen each = RM40,000. Catalyst for the share price increase will be the listing of towerco biz.
Who will benefit from 5g? Tower company like OCK. One of the disadvantage of 5g is that it i will need more tower as the signal is weaker. But it is still cheaper than digging up holes for cable.
OCK is a growing company. It's tower portfolio has been increasing, especially in Myanmar. It's recurring income will keep increasing in tandem with the increased Telco tower. OCK is the right company in right industry at right timing. Having said so, OCK would not benefit from 5G that soon because the South-East Asia countries it operates in will not launch 5G in short term, that will take another 1-2 years. But, the future is bright.
4G will make them busy for many years....and it can collect rental for like 30 years.....see 1G, 2G, 3G how long they stay before 4G coming? each G will stay at least 10 years before slowly replace by new technology
today strong in accumulation on the way up very strong back up........good to see....it will move somemore........for 0.70 may take longer but for 0.60 by next week will go....
strong accumulation while slowly up...very strong guys....and EPF also buying 0.60 is not a problem........we see how it goes it will go slow and steady
New Technology Options May Become Available on a 5G Network.
Early research and reports on 5G technology indicate that smart devices operating on a 5G network may be able to operate at speeds that are thousands of times faster than on a 4G network.
With the initial development of smart devices, tasks that could only be performed on a desktop or laptop computer in the past could suddenly be performed on a smart device, such as email and web browsing.
As network speeds have increased, more and more tasks are being transitioned from the world of computers to the world of smart devices.
With the increasing network speeds, this could open new doors for smart device technology that may not have been available.
Faster speed: Data transfer speeds are projected to be about 10 times higher with 5G than is possible with 4G. That means significantly faster transmission of images and videos. With 4G/LTE, downloading a high-definition movie might take about 10 minutes. With 5G, it should take less than a second.
Shorter delays: Though it’s not always noticeable, there is often a brief lag in time from when data is sent to when it’s received. 5G should reduce this so-called latency, making it possible, for example, to watch high-speed virtual reality video with no delays or glitches.
Increased connectivity: Cell towers equipped with 5G technology would have greatly increased capacity over 4G/LTE. That means more people — and more devices — should be able to communicate at the same time.
OCK expected to grow about 15-20% for 2019 - 2020 from its tower biz and recovery from its contract biz. Those who bought at 45 sen, the return is not too bad at 59 sen. (Initial year of tower biz normally is low profit due to interest and depreciation). Upside potential is good as tower biz is sustainable and growing.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Stocker
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Posted by Stocker > 2019-06-03 11:40 | Report Abuse
Epf sapu-ing