Posted by strattegist > 2021-03-30 17:18 | Report Abuse

flat

Posted by Bgt 9963 > 2021-03-30 17:20 | Report Abuse

kulk kulk...

Posted by DawscpJ > 2021-03-31 17:29 | Report Abuse

collected sikit

Posted by Bgt 9963 > 2021-03-31 22:40 |

Post removed.Why?

Posted by abang_misai > 2021-04-01 23:05 | Report Abuse

https://www.thestar.com.my/news/world/2021/04/01/myanmar-orders-wireless-internet-shutdown-until-further-notice---telecoms-sources

Posted by abang_misai > 2021-04-01 23:05 | Report Abuse

mampus. hehe.

Posted by ywong > 2021-04-02 15:59 | Report Abuse

x jatuh byk... nanti org nak continue Myanmar lagi

Posted by warchest > 2021-04-04 16:36 | Report Abuse

Even Petronas also declares force majeure. Malaysian companies operating in Myanmar has an issue now. Coming results are just the confirmation with possible impairment of receivables


https://www.thestar.com.my/business/business-news/2021/04/03/malaysia039s-petronas-declares-force-majeure-at-myanmar-gas-field

Posted by warchest > 2021-04-04 16:37 | Report Abuse

Thematic play is just temporary. What set it afloat is the fundamentals..it could be scathed.

Posted by abang_misai > 2021-04-04 16:39 | Report Abuse

Well said. Share price is ultimately reflecting its earning. OCK has half of its profits derived from Myanmar and now the internet is shut down. For sure, impairment is expected.

Posted by warchest > Apr 4, 2021 4:37 PM | Report Abuse

Thematic play is just temporary. What set it afloat is the fundamentals..it could be scathed.

Posted by johoran > 2021-04-04 16:50 | Report Abuse

Telecommunication Infrastructure

OCK holds a Network Facility Service (NFS) licence from the Ministry of Communication and Information Technology of Myanmar which allows OCK to operate Tower Leasing License. In Myanmar, OCK has ongoing engagements with all major Telecommunication Operators in Myanmar. We have signed a long term Master Leasing Agreement (MLA) for both build-to-suit and co-location sites. As at end of 2018, the OCK Group owns and operates more than 900 telecommunication tower sites throughout Myanmar.

Posted by johoran > 2021-04-04 16:51 | Report Abuse

Tower leasing.. not the telecommunications operator..

Posted by johoran > 2021-04-04 16:53 | Report Abuse

The telecommunications market is dominated by one large incumbent integrated operator - Myanmar Post Telecommunications - with mobile and fixed infrastructure competing with three other mobile operators, Ooredoo Myanmar, Telenor Myanmar and MyTel and emerging fibre broadband operators, YTP, MyanmarNet and 5BB Broadband

Posted by johoran > 2021-04-04 17:00 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD
23 Mar 2021
1,000,000
Acquired
Direct Interest

Posted by johoran > 2021-04-04 17:01 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD
24 Mar 2021
43,900
Acquired
Direct Interest

Posted by johoran > 2021-04-04 17:01 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD
26 Feb 2021
1,000,000
Acquired
Direct Interest

Posted by johoran > 2021-04-04 17:01 | Report Abuse

5G soon goreng

Posted by johoran > 2021-04-04 17:06 | Report Abuse

5G OCK is proud to announce that the Group has developed a smart pole proven to be able to support the large scale rollout of the 5G network. To date, the Group has 2 demo telecommunication sites erected in Langkawi as part of Malaysia’s 5G trials and participated in the deployment of four 5G telecommunication sites in Sarawak. As a turnkey telecommunication network solutions provider, OCK is ready in terms of technical know-how and equipment solutions to support this next wave of technological expansion.

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 national digital infrastructure plan known as Jalinan Digital Negara (Jendela) which is estimated to cost approximately RM21 billion in Malaysia which is already benefitting OCK directly and indirectly with a sizeble order pipeline.

With the advancement of 5G in the future, OCK is in a prime position to secure more projects. With the implementation of 5G, the demand for telecommunication sites will increase by 3-4 times as compared to the number of 4G sites. The functionality for 5G is vast which includes smart solutions to various industries such as smart city, smart agriculture, smart traffic solutions and many more. The Group has positioned itself to capture future opportunities arising from this advancement through the partnership with China United Network Communications Group Co Ltd as they have proven track record in implementing smart city platforms and applications in a few cities in China which can be tailored to the Malaysian market’s needs.

Posted by johoran > 2021-04-04 17:07 | Report Abuse

GREEN ENERGY SOLUTIONS In line with the Government’s initiatives for the green renewable energy sector, the Group is enhancing its solar renewable energy segment via acquisition of solar farms to fortify its secondary recurring income stream. OCK is actively participating in the Government’s initiatives on large scale solar projects. As a turnkey solutions provider in the solar business, OCK is well equipped with engineering, procurement and construction capabilities to build as well as own solar farms.

One of OCK’s aspirations is to reduce the carbon footprint as it continues to expand its businesses. The solar renewable energy segment provides OCK with the platform to do so, as well as build a secondary recurring income base via our solar farms through greenfield and brownfield opportunities

Posted by johoran > 2021-04-04 17:07 | Report Abuse

TOWERCO

OCK is poised to adopt a two-prong strategy to grow its telecommunication tower business whereby the number of telecommunication towers under its portfolio will be increased as well as to further expand its existing regionally. OCK will also continue to entrench its position as one of the largest providers of telecommunication network services in Malaysia.

To date OCK has a telecommunication tower portfolio of more than 4,200 towers across Myanmar, Vietnam and Malaysia. Its towerco recurring revenue stream provides a commendable contribution to the Group. With that said, the Group’s recurring income from this segment will continue to grow as OCK continues to increase its tower portfolio across the region.

In Vietnam, OCK is the largest independent telecommunication towerco with over 2,700 telecommunication sites. The Group has a pipeline of targeted telecommunication sites to be acquired in 2020 as part of its brownfield expansion plans in Vietnam.

In Myanmar, OCK provides telecommunication infrastructure and resource supply services to its clients with a track record of completing and owning more than 1,000 telecommunication sites. The Group is aggressively building and acquiring more sites in this greenfield telecommunication market.

In Malaysia, OCK has made a strong tower portfolio growth in FYE2019 as compared to previous years, owning close to 500 telecommunication sites to date. This year in 2020, albeit the limited impact from the COVID 19 Pandemic effect, OCK will still continue its growth plan at a slower pace and will also continue to add additional towers into its local portfolio

Posted by johoran > 2021-04-04 17:09 | Report Abuse

green energy, 5G, tower telecommunication.. Hidden Gem...buy and hold for few months can go RM 1.00

Posted by johoran > 2021-04-04 17:11 | Report Abuse

Elsewhere, Myanmar’s state of emergency will result in mild hiccup on the rollout of 200-300 towers orderbook in 2021 amid the shortened operating hours. Nevertheless, we note that majority of existing orderbook are located at 2nd-tier cities which has minimal impact from the on-going protests at larger cities. With the current tenancy ratio stagnating at approximately 1.3x in Vietnam, OCK will be deploying more aggressive marketing strategy in FY21f

Posted by abang_misai > 2021-04-04 17:38 | Report Abuse

If OCK's client is impacted, the same impact will be happening to OCK too.

Posted by johoran > Apr 4, 2021 4:51 PM | Report Abuse

Tower leasing.. not the telecommunications operator..

Posted by abang_misai > 2021-04-04 17:43 | Report Abuse

maybe it's a bit complicated for you to understand the impact of ongoing Myanmar unrest to tower leasing - telekom operator

I use another example so that you can understand.

Example No. 1
During pandemic, shop operator is impacted. As a result, the shop operator unable to pay for rental and ask for rental holidays from the Reit owners.

Example No.2
Covid causes collapse of air travel. As a result, shop operators at airport is impacted and unable to pay Airport Holding Berhad.

You can see there is a chain reaction triggered by a single event. Don't simply follow EPF.

Posted by warchest > 2021-04-05 08:53 | Report Abuse

We should not underestimate the impact of Myanmar's military coup. Petronas already announce force majeure. Next, maybe the case for OCK. For people that understand OCK, Myanmar is the single largest investment by OCK with USD75 mil (RM311 million), almost 60% of OCK market cap. Also, in terms of EBiTDA, Myanmar contributing 45% of OCK's EBITDA. That's significant

Posted by Bgt 9963 > 2021-04-05 08:57 |

Post removed.Why?

Posted by abang_misai > 2021-04-05 12:42 | Report Abuse

Can only buy if below Rm0.40. Forget it for anything above Rm0.40

Posted by OkieDokie > 2021-04-05 13:26 | Report Abuse

ha ha ha Abang Misai , waiting at 40 sen ar ?

Posted by OkieDokie > 2021-04-05 14:56 | Report Abuse

Thanks for the insights Johoran ; )

Posted by johoran > 2021-04-05 17:18 | Report Abuse

big buyer coming

Posted by johoran > 2021-04-05 17:18 | Report Abuse

tmr fly

Posted by johoran > 2021-04-05 20:03 | Report Abuse

Kwsp buy lagi, 882,500

Posted by Zyke42 > 2021-04-06 00:37 | Report Abuse

myanmar this and that, no need so stressful , market will tell us in due time

Posted by strattegist > 2021-04-08 12:02 | Report Abuse

pegun

Posted by fregend > 2021-04-08 15:50 | Report Abuse

Next week showtime?

Posted by Zyke42 > 2021-04-08 17:31 | Report Abuse

stars have aligned according to plan. lets enjoy the show!

Posted by ttt > 2021-04-08 19:06 | Report Abuse

whats happening next week?

Posted by Whitesamurai11 > 2021-04-08 21:22 | Report Abuse

Bang misai Myanmar mcmna dah ? Still waiting below 40 Sen ?

Posted by Zyke42 > 2021-04-08 23:00 | Report Abuse

40 sen i also wanna sailang hehe

Posted by xaxaaxa > 2021-04-09 01:39 | Report Abuse

Good news coming out soon 55c sgould nkt be a problem

Posted by bowman > 2021-04-09 09:45 | Report Abuse

correction to 0.505 or even lower. watch out

Posted by Holickais > 2021-04-09 14:33 | Report Abuse

https://www.theedgemarkets.com/node/562772

Posted by prince11 > 2021-04-09 15:19 | Report Abuse

EPF keep adding their shares?

Posted by fregend > 2021-04-09 15:25 | Report Abuse

Yea someone is blocking at 0.52 keep forcing ppl sell 0.515

Posted by strattegist > 2021-04-09 15:25 | Report Abuse

sustain

Posted by strattegist > 2021-04-09 17:18 | Report Abuse

closed green

Posted by Tuantee > 2021-04-11 18:40 | Report Abuse

ini saham sudah sedia mahu chong chong chong

Posted by strattegist > 2021-04-12 10:26 | Report Abuse

pegun

Posted by mattdjerry86 > 2021-04-13 10:53 | Report Abuse

Waiting project 5g from government..

Posted by strattegist > 2021-04-26 15:49 | Report Abuse

50 sen