Posted by KimSua > 2023-03-01 15:49 | Report Abuse

Have to wait for the DNB review and the telco to happily accept it, especially maxis. I invested in maxis and decided to sell off when they created DNB. 5G plan during Gobind Singh was very well accepted until the collapse of PH in 2018 :( Hopefully the politician don't screw again, then we will do well. Good luck !

Posted by ken > 2023-03-03 09:23 | Report Abuse

OCK is under value. I long term buy. My Average at this moment is 39.5sen. Consider add more from time to time. I felt Kenanga is right, their TP of 69sen is very resonable for medium term.

Posted by Wt345986 > 2023-03-06 13:13 | Report Abuse

Many buy call by analyst, why price stagnant?
All sigu'svhere, Thinking buy for mid to long term, good to buy?

Posted by KimSua > 2023-03-07 11:20 | Report Abuse

Price is stagnant until the DNB review as announce by PMX, no IB can park the money here if no solid commitment from DNB that their model is for the best of the Telcommunications long term profitability and efficiency. If you want anything to be inefficient, just ask the government to owned it. I personally don't think they will screw it up this time.

Posted by terence775 > 2023-03-08 08:59 | Report Abuse

Q4 and FY 22 review of OCK. Interesting developments, but concerns remain. PM me for the full article!

Posted by KimSua > 2023-03-09 09:48 | Report Abuse

Will break 0.42 resistance soon. Expect more speculation and interest coming in

Posted by KimSua > 2023-03-09 14:46 | Report Abuse

Lift off in the afternoon :)

Posted by cbkia4896 > 2023-03-09 16:08 | Report Abuse

my long term hold here finally waking up ah
hurry up to green please

Posted by constantine007 > 2023-03-10 13:15 | Report Abuse

haiya...only now naik...should naik long time ago

Posted by KimSua > 2023-03-13 07:50 | Report Abuse

Should test 0.44 resistance next 2 weeks. US dollar index has stabilized, hope to see better KLSE performance, else everyone will just look and see.

Posted by KimSua > 2023-03-13 16:09 | Report Abuse

Let the banking scare settle first, before the next run.

Posted by KimSua > 2023-03-16 07:40 | Report Abuse

Another red sea today? Banking will take a hit today. Recession proof stocks should weather it better. Coal price continue to drop to nearly 60% from peak mid 2022. Oil price drop inverse with us dollar index. I strongly believe will not be a contagion similar to Lehman Brothers. The big banks are now very regulated including in malaysia. However confidence is shaken and people will move to less risky financial assets like treasury bonds which short term yield is more then the long term. (inverted yield curve) . I will wait and see how the market moves and how bad the banks gets hit. Hang on tight. Infrastructure and utilities will be able to weather this better. Oil stocks and banks will take the hit .

Posted by KimSua > 2023-03-17 08:39 | Report Abuse

DNB ceo resign. I predict they are going for a dual wholesale network. And use infrastructure competition to driving innovation . SWN will reduce competition and focus on services. Infrastructure is key long term in any country. OCK wins if this happens

Posted by KimSua > 2023-03-21 08:10 | Report Abuse

https://soyacincau.com/2023/02/25/malaysia-now-aims-to-achieve-80-5g-population-coverage-one-year-ahead-of-dnbs-schedule/
Will this happen? Good article and we can only hope for the best .

Posted by KimSua > 2023-03-30 14:24 | Report Abuse

DNB decision will be out next week. Expected single wholesale to be replace with dual wholesale network. Expect 5G roll out cost projection to be reduce allowing MNO EPS to be increase. We have to look at the numbers but you can confirm and up grade to the sectors

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-30 17:20 | Report Abuse

Security LastPr PE DY% Divcts ROE ttm-marg
OCK (Telecommunications Service Providers) 0.425 13.32 1.2 0.5 5.32 5.5

Posted by KimSua > 2023-04-05 09:32 | Report Abuse

First upgrade on telco business by KENANGA to overweight. More to come ! SWN or DWN as long as things are efficiency monitored and consistent will be good for the sector. Don't missed it

Posted by KimSua > 2023-04-17 07:56 | Report Abuse

DNB review will be tabled today. News by Reuter is already out , most likely DNB will continue, and 2nd network to be launch only early next year to increase competition. Infrastructure has to be plan out first.

Posted by abang_misai > 2023-04-17 10:52 | Report Abuse

ock on 1-page news in the edge weekly this week edition. Go buy and read on how the bosses now working on listing its tower co business.

Posted by KimSua > 2023-04-17 13:28 | Report Abuse

Ya very lonely forum :) , this will take a while but good sign to confirm, they need funding on the expected growth in tower infrastructure if dual network is expected to materialize next year. Either way OCK business will be positive. Will read up the article.

Posted by KimSua > 2023-04-19 07:52 | Report Abuse

PMX has to show something different to walk the talk. Most likely 2nd network in 2024 is true, eager to know how the market will react , make or break today.

Posted by fregend > 2023-04-20 16:02 | Report Abuse

volume is brewing, let's see the next move?

Posted by KimSua > 2023-04-28 15:57 | Report Abuse

https://www.klsescreener.com/v2/news/view/1144061/ock-founder-looking-at-restructuring-charting-new-direction-to-enhance-group-s-value

Still no interest yet in the counter...long wait 2months oredi

Posted by KimSua > 2023-04-28 15:57 | Report Abuse

https://www.klsescreener.com/v2/news/view/1144061/ock-founder-looking-at-restructuring-charting-new-direction-to-enhance-group-s-value

Still no interest yet in the counter...long wait 2months oredi

Posted by jackjason > 2023-05-02 00:01 | Report Abuse

from the annual report note that the company paid RM10 million indemnity insurance to protect Director from negligence loss.

Posted by steven_c > 2023-05-02 10:27 | Report Abuse

After so long, finally there is a write-up on OCK. However, we are still awaiting your plans to list the TowerCo separately. Do we shareholders get TowerCo shares too? Or do we get one-off money distribution as special dividends? How soon do we get to see this plan of your happening? Please Mr Sam Ooi, do enlighten us.

Posted by ttt > 2023-05-02 11:08 | Report Abuse

@jackjason I checked on the previous years and it is a recurring expense. Reading it carefully, the insurance coverage is RM10 million with the premium being RM 11,685. Not that the company paid RM10 million.

Posted by steven_c > 2023-05-04 09:27 | Report Abuse

The latest news read that we are going for Dual Network from Single Wholesale Network. Is this beneficial to OCK?

Posted by Ong Teck Chong > 2023-05-04 13:15 | Report Abuse

no matter how, they must used ock tower, i think so huat ah

Posted by SHOB > 2023-05-05 08:30 | Report Abuse

5G still have others better choices and prospects then ock ,must be patience to wait wait


must

Posted by abang_misai > 2023-05-06 16:29 | Report Abuse

OCK can't go up because EPF is selling. It will go up when epf stop selling. OCK should give dividend consistently so that these funds will buy back.

Posted by ttt > 2023-05-10 13:12 | Report Abuse

EPF no longer substantial shareholder. Wont be able to tell anymore how much they are selling. But I suspect there is too much at stake given their average acquisition is at RM0.66 per share ( As per Bloomberg)

Agree with the dividend. Even with token dividends, its not as bad as an inconsistent payout. A telco tower business is more or less with a guaranteed cashflow. No reason why they cant pay "Some" dividends.

Posted by VincentTang > 2023-05-10 14:56 | Report Abuse

Bought OCK at support price 0.39.

Posted by KimSua > 2023-05-10 15:31 | Report Abuse

Buy below 4 is a good deal. Low risk of 5g infrastructure and services not picking up

Posted by AlanKulai2015 > 2023-05-15 14:36 | Report Abuse

What do you mean by "Buy below 4" ?

Posted by SHOB > 2023-05-16 05:42 | Report Abuse

bad invest in ock

Posted by KimSua > 2023-05-17 07:43 | Report Abuse

I meant < 0.4 is ok , technical analysis does not work for OCK or need to wait and let Qtr results shows? A bit too boring for some. Revenue growth average 14%/yr . Ebit margin 12.7% , slighly downtrend lately. PE ratio drop from 20s to ~12 lately. Concern on the ROE due to the tower business vs services. hight of 8 % dropping to 5%. This is the major concern. Anyway, to each its own . Important to look at the latest qtrly result. Technically already oversold and major support 0.36

Posted by KimSua > 2023-05-31 07:23 | Report Abuse

Qtrly report , consistent. 2 solid qtrs . Cash flow improve significantly. YoY is good QoQ down due to strong Q4 report. EPS stable. Ok lah but no interest from investors :)

Posted by steven_c > 2023-05-31 15:41 | Report Abuse

No interest because they are not rewarding shareholders with dividends. Or at least do a share buybacks works too.

Posted by KimSua > 2023-06-02 15:20 | Report Abuse

At least now heavier volume :) average 0.38 , should be a good price at the moment

Posted by warchest > 2023-06-09 19:33 | Report Abuse

The ROE of OCK is 5.32% and with the debt loading of c. RM762 m the ROCE is merely 2.6%. It means that the Group has not achieved a reasonable return for both the shareholders and debt holders even after many years. No wonder, the share price is still at its depressing even after many years.

Moreover, with the high debt levels it places a constraint for the Group to grow its other business ventures and reward the shareholders with dividends.

Posted by warchest > 2023-06-09 19:33 | Report Abuse

The only way to get out of this is monetise their 5,300 towers

Posted by warchest > 2023-06-09 19:35 | Report Abuse

Many promoters here now already gone. This company is a big disappointment

Posted by speakup > 2023-06-09 19:44 | Report Abuse

PH govt must investigate whether there is hanky panky in award of JENDELA projek. Sama macan NiiSE

Posted by Innocentbystander > 2023-06-13 15:05 | Report Abuse

warchest - then why you still holding their shares? lol

Posted by jackjason > 2023-06-15 00:23 | Report Abuse

Almost 200million intangible assets and goodwill is bigger portion but is never do impairment on goodwill it.
If this amount charge out not sure how bad the financial figure.

Posted by jackjason > 2023-06-15 00:32 | Report Abuse

Some more OCK cash flow position not so solid, if cash flow healthy the company will not opt to withdraw bank overdarft due to the interest rate more expensive compare with banker Acceptance and Revolving credit.
They are unable pay consistent dividend to shareholder.

Posted by KimSua > 2023-06-16 16:58 | Report Abuse

Hope upgrade soon to telco business :) what happen to maxis today? went up 44c. 10.7% :)

Posted by trickskipper > 2023-07-07 12:20 | Report Abuse

someone could explain, why split tower business could help share price hike ? I see some people said tp 1.00 if it happen

Posted by SHOB > 2023-07-13 13:47 | Report Abuse

wasting time...... move to mestron now