OSK HOLDINGS BHD

KLSE (MYR): OSK (5053)

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Last Price

1.40

Today's Change

-0.02 (1.41%)

Day's Change

1.40 - 1.42

Trading Volume

576,400

Price Target

A price target is an analyst's projection of a share's future price. 

Average Target Price, Price Call and Upside/Downside here are derived from Price Targets in the past 6 months.

Last Price

1.40

Avg Target Price

1.60

Upside/Downside

+0.20 (14.29%)

Price Call

0

SELL

1

HOLD

7

BUY

Date Open Price Target Price Upside/Downside Price Call Firm View Action
Discussions
12 people like this. Showing 50 of 7,482 comments

IronShirt

Kuala Lumpur, 30 November 2023 – FTSE Russell and Bursa Malaysia Berhad (“Bursa
Malaysia”) today announced two constituent changes to the FTSE Bursa Malaysia KLCI,
following the semi-annual review of the FTSE Bursa Malaysia Index Series. The index series
is reviewed semi-annually in accordance with the index ground rules.
The FTSE Bursa Malaysia KLCI, which is part of the FTSE Bursa Malaysia Index Series, is widely
used by investors as the primary benchmark for the Malaysian capital market, including the
derivatives market, through the FTSE Bursa Malaysia KLCI Futures (“FKLI”) and the FTSE
Bursa Malaysia KLCI Options (“OKLI”) products. The benchmark index is also tracked by
several index-linked financial products, such as exchange-traded funds.
Changes to the FTSE Bursa Malaysia Index Series semi-annual review for December 2023 are
as follows:
1. FTSE Bursa Malaysia KLCI
No. Inclusions Exclusions
1 YTL Corp Dialog Group
2 YTL Power International Westports Holdings
2. FTSE Bursa Malaysia Mid 70 Index
No. Inclusions Exclusions
1 Bank Islam Malaysia Berjaya Food
2 Dialog Group Duopharma Biotech
3 DXN Holdings Hengyuan Refining Company
4 Malayan Cement Hextar Technologies Solutions
5 OSK Holdings Hong Leong Capital
6 Sunway PMB Technology
7 UMW Holdings SAM Engineering & Equipment Malaysia
8 WCE Holdings SKP Resources
9 Westports Holdings YTL Corp

2023-12-01 09:28

IronShirt

OSK in FTSE

2023-12-01 09:30

IanQ

nice jump for start of the year

2 months ago

speakup

Tan Sri Ong jealous of YTL Francis so must push up to save face

2 months ago

IanQ

is something brewing? cannot be just TS Ong jealousy that OSK is up rite?

2 months ago

DividendGuy67

Fuiyoh! 1.31 close, higher than swing high in August of 1.30.

2 months ago

speakup

in a bull run like now, every uncle aunty pakcik makcik is a super investor

2 months ago

troy88

OSK the steady stock of property sector that is not based on goreng speculation

2 months ago

IanQ

based on valuation, the property segment is priced at zero... market start to realize that's a steal.

2 months ago

drakoryn

their money lending business is starting to contribute significant profits. Will be another growth driver along the property + RHB

2 months ago

Asengkianjoo

yes, it is a good buy . I 100% agree. my screener also had detected this stock a good buy

1 month ago

Fabien _the efficient capital allocator

Embedded within this conglomerate's industries segment is Cables business. Cables are in high demand now...with shortage in supply, unable to cope with rising demand from RE transitions....Tenaga (grid enhancement/investments), data centres and solar projects. Look at SCABLE, attracting massive interests lately.

1 month ago

Fabien _the efficient capital allocator

Also, construction boom will boost their IBS segment.

1 month ago

SinGor

today until 27 Feb when Qr results Out----- if arrived RM2.0 within this time, i will Light-up my kampong with
Fire-works ( balik kampong-Kabooom )

1 month ago

FAIRnREASONABLE

There may be positive surprises in bonus issue or increased dividend to go along with better results.

1 month ago

Fabien _the efficient capital allocator

@SinGor i share your sentiment too. this undervalued conglomerate has been shunned and unloved for far too long. its time to shine. HL initiated coverage last year. The Edge had included OSK as their top 2024 pick.

1 month ago

troy88

Yes, this fundamentally good stock is still undervalued and overlooked. Slowly climb up is good..

1 month ago

troy88

steadily moving up to break it's ATH..

1 month ago

katara

💚

1 month ago

Fabien _the efficient capital allocator

Hong Leong Investment Bank Research (HLIB) has maintained its "buy" rating on OSK Holdings Bhd, with a higher target price of RM2.04 (from RM1.77) based on a 30% discount to a revised sum of part-derived valuation of RM2.91.

Cheers!!!

1 month ago

SinGor

I am going look-see-look-see for the Biggest Firework offer in Town----Light Up my Kampong for 2024 CNY

1 month ago

dompeilee

I bought this @ a very high price( or so it seemed until now) of $1.6617 in Apr '16 for AGM & dividends...then I checked my records & was mystified that it showed only 12 lots purchased but the dividends that have been coming in since dunno when have been for 18 lots...then discovered there was a 1 for 2 bonus in '17 SO my cost is actually $1.1078!👍

1 month ago

troy88

This underrated gem still overlooked by many..

1 month ago

dompeilee

SOLD 8 of my 18 lots @ $1.46....SWEET...after 8 yrs waiting & 16 dividends paid to wait !!!🍨

1 month ago

IanQ

still holding on to mine from 2 years ago.

1 month ago

troy88

Slow and steady on track to break it's ATH this year..

1 month ago

sephiroth

Hold for many many years, profit more than 100% and going up, current price give minimal valuation to property biz, rising star cable biz, IBS and capital financing in msia and Australia

1 month ago

sephiroth

PE 10X should be reasonable in the range of 2.30 to 2.40 compare to average property sector PE 15X

1 month ago

sephiroth

EPF bought 51.3 million shares or 2.45% and should be slowly increasing stake to 5% soon enough to be substantial shareholder

1 month ago

drakoryn

@sephiroth where do we get info on EPF purchases when they are not substantial shareholders?

1 month ago

sephiroth

Just google osk holdings shareholder and choose the link starting with market screener

1 month ago

drakoryn

thanks!

1 month ago

SinGor

Australia Mall & Properties Development are a joint venture between Osk and EPF ( known and announced
long time ago ) Whether EPF sapu Osk shares depends on RHB price bcos EPF holds 40% of RHB

1 month ago

IanQ

hopefully EPF can encourage OSK to give out more dividend if Ong wishes to keep OSK price low... 10 to 15 sen dividend a year would be nice for starter

1 month ago

speakup

Osk is already the among the highest dividend among property sector. Can't be any higher

1 month ago

SinGor

OSK should Bid HSR's electrical system ( Sin-KL ). Owned Cable factory and working partnership with Toshiba.
Almost all Japan Bullet Train used Toshiba signalling system

1 month ago

stockraider

The key is OSK is a good dividend payer loh!

But for OSK bidding for HSR is a waste of resources loh!

Better focus on buying up undervalue insas which has good fit with OSK overall business mah!

1 month ago

stockraider

What are the strong point investing insas in a nutshell leh ?

Very Good Observations by Raider good old friend Probability mah!

True mah.....Insas is cash rich with more than Rm 1 billion net cash, why Insas need to sell more M&A and Inari recently to raise significantly more cash leh ?

The answer is Thong will like to Use Insas as a vehicle to privatise the Group for the benefit Thong family to benefit his next generation loh!

Without the Strong forces from the mkt.....Thong will be able to privatise Insas at Rm 2.20 to Rm 3.00 compare to Insas intrinsic value of Rm 7.00 to Rm 8.00 loh!

Thus it is very important for insas shareholders to get the valuation of insas right mah!

Many prominent value investors value insas differently loh!

1. Sifu Sslee Target Rm 1.50.
2. Insas Eps 18.2 @ pe 12x = Rm 2.20.
3.Ahmoi the best friend of Ahfah in Pasar Pudu Rm 3.00.
4. Nta of insas exclude all the potential hidden gain Rm 3.56
5. Ahfah the investment queen in pasar Pudu Rm 3.90 to Rm 4.80
6. Tong Kooi Ong of Edge Rm 4.33
7. Leno Rm 6.00 and Rm60.00
8. General Raider Rm 7.00 to Rm 8.00

On what occasion should Insas be value at around Rm 7.00 to Rm 10.00 leh ?

When there is a hostile sizeable investors coming in loh!

Sizeable means investors willing to buy more than 20% of insas share & to be a business partner to Thong loh!

Who r the sizeable partner willing to fork up so much monies of more than Rm 250m just to buy 20% of insas leh ??

It should be a value investors who understand Insas type of business n a good fit is Edge Tong & his allies loh!

It could Raider & Gangs with support of Tycoon behind the scene supporting & financing the deals loh!

Base on raider & gang matrix , the big investors is accumulating big in insas at rm 1.26 and warrants Rm 0.45, the funds require purchase 20% exposure will be Rm 250m loh!

This work out to a cost of roughly Rm 1.80 per share compare to the potential intrinsic value of insas Rm 7.00 to Rm 10.00 loh!

Thus minority shareholders should expect big volume of insas will be traded everyday from rm 1.26 to rm 1.80 over the next 6 mths loh!

People always think of getting or hoping a new major shareholder & unlocking the hidden value of insas loh!

The truth is Thong is quietly unlocking value stealthly without people noticing mah!


" Insas strength is a very strong incubator of business loh!"
Once people realized this.....there will be chasing Insas above Rm 3.00 loh!

Beyond 6 mths after this insas should be flying from Rm 1.80 towards Rm 10.00 loh!


If u r concern & fear of the mkt...........u should bet very big on INSAS loh!

Do not missed this defensive profitable opportunity loh!
Thus get ready to board the plane loh!

Posted by probability > 3 hours ago | Report Abuse

To all the young investors,

Insas one thing for sure, its value is way way higher than what market is pricing now....

But, all the available mechanism which can force the price to move to approach fair valuation as hinted by all sifus like KC Chong, OTB, TheEdge TKO, Sslee, Stockraider, Leno all....i guess will never come to fruition unless some human has the will to do so...

But, there is another natural mechanism...that is time

As Dato Thong Kok Khee ages..there is a high chance he has to take Insas private eventually before his passing

so the young investors has a very strong chance to gain from investment in Insas

If at all Thong handover the shares to his children before privatisation, these young investors can also do the same to their kids before their passing

1 month ago

SinGor

Five years of Intensive promotion---INSAS still falls below RM1---Recent push will drops back to RM1 sooner
than expected bcos No institution Buyers are interested with a Co. that is loaded with Cash and donT know
what to do it ( Give back to Investors and earn FD better )

1 month ago

stockraider

Insas will beat Osk share price soon loh!

1 month ago

SinGor

There is no different when come to age-Both OLH and Dato Thong are very Old people-Both will die of Old age.
However OLH has one advantage for one final price push, he still has a brokerage House in Melaka which
is doing his clandestine stock trading----In one AGM, I heard he said Osk should RM5 and RHB should worth
RM 12 ( He bought RHB at RM 7 )

1 month ago

TiffanixLVxHermes

on board

4 weeks ago

dawchok

Yes, OSK ups ups

2 weeks ago

Tibbers

OSK heading to 1.70

1 week ago

IanQ

please either head up to 2 or double div please... ringgit already so weak.

1 week ago

sephiroth

Final dividend 4 sen, no surprise, oh well, better than nothing, expected 5 sen kinda disappointed

1 week ago

FAIRnREASONABLE

Bonus issues: 1:2 in 2017, 1:4 in 2015, 1:4 in 2010. Reasonable chance to have bonus issue this time round.

1 week ago

SinGor

OLH announce Dividend before 15/2, CNY Ends---Results still Due on 27 Feb. Any upgrade will happen after
what results are presented

1 week ago

Muthuarum

still not enough, balik kampung lah

5 days ago

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