OSK: Additional Listing of Shares

Other property stocks PE 15 to 20X, OSK PE just 7X, substantial upside ahead

2024-05-31 01:31

Osk n mahsing will be added to Msci Global Small Cap Index as of the close of May 31, 2024

2024-06-03 13:04

All these counters have big volume traded from 4.50 to 5pm

2024-06-03 13:05

Nice149

OSK will benefit from the data centre developments in Malaysia.
2 of the main pillars in OSK biz are cable and IBS.

2024-06-08 20:57

speakup

next u say toilet paper manufacturer also will benefit from data centre development in malaysia cos more ppl work at data centre. apa apa macam ada

2024-06-09 09:12

DividendGuy67

Hahaha ... apa apa macam ada in this business.

2024-06-09 17:27

Which institutional buyer? Epf? Epf have 2.5% stake in osk

2024-08-20 01:22

i think "one" stock broker House" is playing OskH----Ong LH has sold/transfer 33mil shares to them 2--3year
back----you can check in annual report

2024-08-24 12:09

OK thanks

2024-08-25 13:14

Dehcomic01

OSK – will we see a profit boost?

Over the past 8 years, OSK has transformed itself from a financial services company to a property group although financial services still accounted for more than half of the net assets.

Because of this set-up, while OSK's main operation is property development, a big part of the profits still came from its investment in RHB. The Malaysian property market had been soft for many years, but there are signs of recovery. Hopefully we will then have both cylinders firing thereby boosting OSK performance.

For more insights go to page 20 of INVEST https://notice.shareinvestor.com/email/newsletter/invest/pdf/Vol221-Invest-23Aug.pdf

2024-08-27 14:25

Rhb 60% payout from profit osk only 30% payout of net profit, latest 4 quarters eps 23 sen X 30% = 7 sen p. a

2024-09-01 11:12

OSK receive mostly RHB dividend in shares

2024-09-01 11:18

Fire sale purchase price is always good

2024-09-09 11:35

Rhb have rise 15% from 5.50 to 6.30, while OSK unchanged which indicate OSK overwhelming undervalue

2024-09-14 12:17

Operator start goreng

2024-09-24 12:56

1.70 is Highest since listing as OSKH, turn very bullish if breach 1.70 again

2024-09-24 18:04

Most hot money went to hk and china, malaysia mkt screw up big time

2024-10-06 17:18

speakup

Tell me something new?

2024-10-06 17:26

Pre budget rally, property, construction (Inta), consumer

2024-10-16 19:30

XinXin Chan

RHBBANK very bullish today!

2024-10-17 18:31

Osk Cannot release results until RHB release First----40% Cash earnings come from RHB dividend

1 month ago

6.66 cents EPS is impressive. In future Qs, more growth in financial services and cable manufacturing, while other business sectors will also do well. Mah Sing with EPS of 2.35 is trading at 1.69 vs OSK at 1.60, certainly the market has not given fair valuation to OSK yet.

1 month ago

katara

superb QR

1 month ago

Noni

OLH Huat Huat Huat!

1 month ago

troy88

Congrats. Well done OSK

1 month ago

should declare special Dividend before 31Dec ( just reduce 4Q dividend )

1 month ago

Just announced land purchase and recent cable manufacturing plant purchase in Johor are very positive, and will generate more profits from property sector and manufacturing sector. Money lending business is certain to grow rapidly. RHB is stable.
8.00 cent quarterly EPS will be achieved soon. Even with PE of 7, the share price can move above RM2.00 in the near term.

1 month ago

Malacca Securities target price of 2.06 is reasonable and achievable.

1 month ago

Berlin

When you buy OSK, what do you get? A bunch of businesses including banking and financial services, property development, cable manufacturing, hospitality, that appears non-synergistic but has one thing in common. They are largely profitable, some better than others, some growing faster than others but all relatively well run. And OSK pays high and growing dividends from these profits. What's not to like about OSK?

1 month ago

Simonalibaba

Of the 1,023 companies listed on Bursa Malaysia, approximately 30–40 companies consistently generate a net profit of RM500 million or more annually. These companies are primarily concentrated in high-performing sectors like banking, plantations, telecommunications, and energy.

And Osk is one of the top 40 companies that can generate 500 million net profit but was rank 90 in market capitalization
So what does this tell you of the potential of price rerating upwards to 2 or higher

1 month ago

OSK all business segments will be perform much better in 2025.

Property - Massive launch in recent years will bring to profit once their construction catch up which will be next year

Cable - benefit from data center and industrial areas, they are running at full capacity and on going to acquire Universal Cable at 85mil.

Hotel - Hot hotel demand accross entire malaysia.

Finance/Loan - Growing loan porfolio since they get the license to distribute loan to civil servant.

1 month ago

It should be value at least PE15 instaed of current PE7. 100% upside potential in near term.

1 month ago

Berlin

The buying today is persistent but disciplined. Most probably some fund buying with year end approaching and OSK being in MSCI Global Small Cap Index is a pull factor. We may see more fund action in the days to come.

1 month ago

Osk included in ftse bursa esg index, most probably green unit trust buying

1 month ago

BudiLee

OSK will rise higher in the next few days, and it will reach the all time highest , grab some while the price is low now

1 month ago

Yesterday's announcement is positive in that the cheap source of funding can enlarge the capital financing and for business acquisitions to enhance profit - "OSK HOLDINGS BERHAD ("OSKH" OR "THE COMPANY")
- UPSIZING AND AMENDMENTS TO THE PRINCIPAL TERMS AND CONDITIONS OF OSK RATED BOND SDN. BHD.’S EXISTING ISLAMIC MEDIUM TERM NOTE PROGRAMME (“SUKUK MURABAHAH PROGRAMME”) AND MULTI-CURRENCY MEDIUM TERM NOTES PROGRAMME (“MCMTN PROGRAMME”) WITH A COMBINED LIMIT OF UP TO RM3.5 BILLION (UPSIZED FROM RM2.0 BILLION) (OR ITS EQUIVALENT IN OTHER CURRENCIES) IN AGGREGATE NOMINAL VALUE, GUARANTEED BY OSKH"

4 weeks ago

Extra RM1.5 Billion upsizing from present RM2 Billion.

4 weeks ago

PE=7.37, P/NAPS=0.56, DY=4.02, consistently profitable, and growth stock, OSKH is probably still one of the “undiscovered” gems. Can someone please share other stocks with similar impressive fundamental numbers?

4 weeks ago

The intrinsic value of one OSK stock under the Base Case scenario is 2.72 MYR. Compared to the current market price of 1.74 MYR, OSK Holdings Bhd is Undervalued by 36%.
https://www.alphaspread.com/security/klse/osk/summary

4 weeks ago

UPSIZING A (“SUKUK MURABAHAH PROGRAMME”) LIMIT OF UP TO RM3.5 BILLION (UPSIZED FROM RM2.0 BILLION)

4 weeks ago

75% upsizing , why? loan business too hot so need get more fund from sukuk.

4 weeks ago

Merry Christmas.
Alphaspread's calculation of Undervalue from intrinsic value is calculated: (2.72-1.74)/2.72= 36%.
Whereas upside from 1.74 to 2.72 is (2.72-1.74)/1.74 = 56%!

3 weeks ago

RHB is expected to arrive RM7.50 in 2025---Osk 10.2% RHB holdings is worth 3 bil ++ which is same as
current Price 1.74----so tutup mata calculation also worth RM3.50

3 weeks ago