Posted by OckBoy > 2020-04-15 23:05 | Report Abuse

whatever la. no protect investor interest.

Posted by win1661 > 2020-04-23 09:44 | Report Abuse

thank u for the free ride....

Posted by win1661 > 2020-04-23 09:53 | Report Abuse

good for u able to use NFCP and future future 5G to con ppl again...hahaha

Posted by yip_net > 2020-04-23 17:35 | Report Abuse

Why so high volume today??

Posted by yip_net > 2020-04-23 17:35 | Report Abuse

Goreng soon???

Posted by tansoonyg > 2020-04-23 17:37 | Report Abuse

NFCP counters like Binacom Redtone and Opcom shooting up this two day, OCK will come up strongly next few day.

Posted by yip_net > 2020-04-23 17:48 | Report Abuse

Wow Opcom up almost 12 cts, Binacom up 4 cts
Why this OCK like sleepy kitty.

Posted by yip_net > 2020-04-23 17:49 | Report Abuse

Maybe OCK cannot get any NFCP projects.

Posted by OckBoy > 2020-04-23 19:12 | Report Abuse

cannot one la. ltr we see lo. Sam got sell or not

Posted by win1661 > 2020-04-23 19:57 | Report Abuse

vol so high still cannot break 50sen,,,, so useless... better go learn how to goreng from binacom...

Posted by steve8lily > 2020-04-24 02:04 | Report Abuse

stupid counter, binacom price almost wanna overtake ock now.....The ock better close down ,useless company

Posted by foreverchung > 2020-04-24 17:04 | Report Abuse

@steve8lily lol OCK has almost 3x more shares than Binacom, chill bro, just look elsewhere if you want fast gains.

Posted by tradeview > 2020-04-24 22:13 | Report Abuse

https://klse.i3investor.com/blogs/tradeview/2020-04-20-story-h1506050109-_Tradeview_2020_Principles_of_Investing_Rule_3_Diversification_is_the_B.jsp

OCK is amongst our diversification picks

Posted by win1661 > 2020-04-25 14:03 | Report Abuse

so? u offer any guarantee for your pick?

Posted by Steve Ooi > 2020-04-27 01:43 | Report Abuse

I like OCK, it move up slowly.
Every single bid I get a new iphone.
Slow and steady yaa.

Posted by qsentral > 2020-04-29 16:29 | Report Abuse

https://www.theedgemarkets.com/article/ock-group-riding-telecoms-sectors-tailwind

Posted by win1661 > 2020-04-29 18:12 | Report Abuse

the edge should ask sam why he sold over 6mil share recently? base on today closing price, he lost close to 500k can buy 100 iphone....and do a iphone lucky draw during agm for shareholders... anyway 500k to him just some pocket money...

Posted by Jason > 2020-04-30 12:09 | Report Abuse

Why WA no moving like Mother

Posted by Erudite > 2020-05-01 10:47 | Report Abuse

Ya ‘tis CEO selling shares doesn’t instil confidence. If he is not selling, am sure share price would have revert back to 60 sens. So tis a bit disconcerting for investors like me

Posted by sosfinance > 2020-05-06 09:30 | Report Abuse

http://www.insage.com.my/ir/cmn/AnnouncementAlert.aspx?NewsID=202005055000003&Symbol=0172&Theme=99

Posted by OckBoy > 2020-05-07 16:35 | Report Abuse

cannot la. this hard la. time wan goreng dont wan goreng. always alot of pattern

Posted by sosfinance > 2020-05-07 17:09 | Report Abuse

price will only move up when towerco biz is unlocked, hopefully before end of May 2020.

Posted by win1661 > 2020-05-08 09:01 | Report Abuse

end of may?? chances close to 0.. even sam himself don't dare to give any timeframe...hahaha

Posted by sosfinance > 2020-05-08 09:28 | Report Abuse

https://www.theedgemarkets.com/article/japanese-pe-firm-incj-weighs-selling-stake-axiata-tower-arm

INCJ took up the private placement (EV to EBITDA of 12.5x based on FYE2016 of edotco) in 2017 @ USD400m , now, expecting at least USD500m for disposal. OCK's towerco EBITDA around RM80m.

Posted by BullRUN2021 > 2020-05-14 18:58 | Report Abuse

EPF joined the game, hop on board for the long term gain

Posted by OckBoy > 2020-05-15 13:19 | Report Abuse

no steady one .

Posted by birkincollector > 2020-05-17 22:15 | Report Abuse

safer than opcom........at least EPF is buying

Posted by MoneyShow3 > 2020-05-18 19:39 | Report Abuse

Renewable energy and telco.. 2 forward looking solid business. New norm, online connection.. U need both to succeed. In Myanmar, Bangladesh and Thailand now they are even thinking of education overair or through cell networks as many areas still don't have fibre connectivity... I trust there would be more rollout of projects since O&G investments are slowing down. Renewable energy will lower their operating cost for each relay station, although diesel prices are now low and running gensets are also cheap in the interiors.
Expect a sudden break out towards 60, 66, 75 and 78cnt (post announcement of a firm strategy for telco monitization) 85 sen is possible then too if the valuation is attractive.

+ low interest rates for refinancing and capital
+ best time to expand Renewable biz
+ sector in demand during Covid 19 outbreak
+ good network of assets
+ stable income stream with no risk of cash crunch

Posted by loverguitar18 > 2020-05-19 10:35 | Report Abuse

EPF collection is good sign

Posted by sosfinance > 2020-05-19 14:58 | Report Abuse

this year allocation of spectrum for telcos, positive for telco services like OCK + NFCP as well. After gloves, oil and gas, solar, what's next?

Posted by 123456 > 2020-05-20 11:01 | Report Abuse

Wah..nampak enjin start

Posted by VFTRADER > 2020-05-20 12:32 | Report Abuse

Suspect EPF purchased huge share on 15-May (last Fri).
Let c how is my guest when they make announcement today if any....

Posted by sosfinance > 2020-05-20 16:50 | Report Abuse

today volume is good, 5x more than average.

Perhaps good news from coming 1Q + good prospects for solar expansion + towerco tenancy. More importantly they are growing its recurring income above 50% (very crucial during economic slowdown), to have recurring and growing towerco rental and solar tariff. A research report said OCK is eyeing 20MW solar with 16 years remaining concession (more than double its existing size ownership of solar PV), if bought at reasonable price will add value to OCK besides its towerco biz.

Posted by Fundamental123 > 2020-05-20 17:18 | Report Abuse

2. How to determine the right valuation for OCK Group? [PART 2] - HumbledInvestor
Author: HumbledInvestor Publish date: Wed, 6 May 2020, 2:05 PM
Close
In order to unlock the entire value of OCK Group, the Group MD Sam Ooi Chin Khoon (OCK) is planning for a spin-off listing of its tower business (towerco) on a foreign stock exchange by 2020

Posted by Fundamental123 > 2020-05-20 17:27 | Report Abuse

Hi Guys,

There are many positive factors to make this counter share price to be up likely to RM0.7 to RM0.85 in short term as follows:

1) The Company is planning to spin- off its subsidiary ( “towerco”) for listing on stock exchange by 2020;

2) Less borrowing interest to be paid following much lower borrowing interest rate;

3) potential business like 5G and Solar ;and

4) The company has stable recurring income from its towers and solar.

Good luck !

Posted by sosfinance > 2020-05-20 20:55 | Report Abuse

I notice a fundamental flaw lately in a research report using the diluted number of shares (after warrant conversion) of 1.135b shares without including RM187m of sales proceeds from the warrant conversion. TP will be 81 sen instead of 65 sen. (Analyst may be conservative, but should also be realistic, its like calculating a share price (ex-rights) including rights issue shares, but does not include the proceeds from rights issue)

Posted by MoneyShow3 > 2020-05-20 23:01 | Report Abuse

Good comments and valid positive points to support the uptrend with facts. Today's article also highlights the increased maintenance contracts in Indonesia and their aim to expand other segments plus the focus on 5G rollout. Interestingly enough another counter hextar is also focused on iot using the 5g backbone for their plantations sector.

This is a large and big play for Indonesia and Malaysia being the world's largest palm oil plantation land banks in the world. The increased awareness for sustainable palm oil and tracing of the value chain could enable a special niche biz segment

OCK - orang cepat kaya sums it up

Posted by BOBOINDIAN > 2020-05-22 09:40 | Report Abuse

lai liao

Posted by quekkeong > 2020-05-22 09:41 | Report Abuse

https://klse.i3investor.com/m/blog/kenangaresearch/2020-05-22-story-h1507778887-OCK_Group_Bhd_1QFY20_Within_Expectation.jsp

Posted by sosfinance > 2020-05-22 10:10 | Report Abuse

1) OCK plans to acquire 1,100 towers in Vietnam in 2020, possible with new strategic partner (unlock of value toward end of Q2)
2) OCK forward for FYE2021 PE 15x vs peers of 25x, overall sector is positive despite pandemic
3) Implementation of NFCP RM21.6billion, OCK will benefit, despite temporary delay due to MCO
4) One of the report mentioned, almost 70% of revenue from recurring biz, that's good especially we are facing "recession" in a year or two.

Posted by sosfinance > 2020-05-24 12:41 | Report Abuse

Despite the negative outlook of the global markets, OCK remains optimistic of the
telecommunication industry as a whole. OCK is positive of the implementation of the RM21.6
billion NFCP in Malaysia which is already benefitting OCK with a faily large Order pipeline.

Posted by quekkeong > 2020-05-24 22:17 | Report Abuse

Need to know covid2019 will affect ock project and service or not？ Everybody got any news from ock or opinion from yours. thanks

Posted by sosfinance > 2020-05-26 23:13 | Report Abuse

risk on

Posted by sosfinance > 2020-05-27 15:32 | Report Abuse

Analyst mentioned strategic partner for towerco may come in post circuit breaker/MCO. So, re-rating in the next couple of weeks is possible. Hope they can unlock RM160m to RM220m.

Posted by VLVL > 2020-05-29 20:48 | Report Abuse

Share buy back.. Ock hidden gem

Posted by sosfinance > 2020-05-30 14:07 | Report Abuse

Annual Report 2019 is out, interesting write up on towerco biz, better than I thought.

Posted by Woodswater > 2020-05-31 21:51 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3054668

Posted by benjajaj > 2020-06-01 11:48 | Report Abuse

Already, OCK has received some work for the NFCP, which “will contribute to the group as we complete the projects phase by phase”, says Ooi.

Communications and Multimedia Minister Datuk Saifuddin Abdullah said on March 13 that the NFCP will proceed as planned, and that 5G will likely be rolled out in the third quarter of the year.

source: https://www.theedgemarkets.com/article/ock-group-riding-telecoms-sectors-tailwind

Posted by benjajaj > 2020-06-01 11:50 | Report Abuse

"Third quarter" is third quarter for OCK? Anyone knows their "third quater" means when? I'm new to investing, hope someone can help me out on this :)

Posted by sosfinance > 2020-06-01 14:51 | Report Abuse

Third quarter for NFCP, means Jul to Sep 2020.