The company has about 4,200 towers mostly in Myanmar and Vietnam and managed more than 20,000 towers for telco operators such as Maxis, Digi and Celcom. Edotcom is a unit of Celcom . maxis is listed too !
buy and hold . according to Kenanga Research - OCK is a growth story and is a key beneficiary of the 5G deployment and infrastructure projects under the national fiberisation and connectivity plan.
the deployment of 5G will be on 3rd Qtr 2020..... so the plan should be out soon... maybe March 2020.... or earlier.... to counter the slowdown of tourism industry....
FYE19Q4 is likely be good if not great, as mentioned in their previous quarters & analysts reports. The tenancy ratio for both Vietnam and Myanmar is improving qtr to qtr. If their solar also able to improve, then, it will be great.
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sosfinance
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Posted by sosfinance > 2020-02-12 20:32 | Report Abuse
The RM200m question is when will the Private Equity participates in OCK’s towerco.