OSK HOLDINGS BHD

KLSE (MYR): OSK (5053)

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Last Price

1.59

Today's Change

+0.01 (0.63%)

Day's Change

1.56 - 1.59

Trading Volume

371,300

Financial

T4Q

31-Mar-2021

2020

31-Mar-2021

2019

31-Mar-2021

2018

31-Mar-2021

2017

31-Mar-2021

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Cash from operating activities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Discussions
13 people like this. Showing 50 of 7,512 comments

drakoryn

thanks!

2024-01-24 21:39

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

2024-01-26 13:55

speakup

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

2024-01-26 18:26

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!

2024-01-28 10:36

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

2024-01-28 11:11

stockraider

Insas will beat Osk share price soon loh!

2024-01-28 11:22

TiffanixLVxHermes

on board

2024-02-06 11:37

dawchok

Yes, OSK ups ups

2024-02-20 15:13

Tibbers

OSK heading to 1.70

2024-02-20 16:14

IanQ

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

2024-02-21 12:19

sephiroth

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

2024-02-22 19:51

FAIRnREASONABLE

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

2024-02-24 10:14

Muthuarum

still not enough, balik kampung lah

2024-02-28 23:01

Dehcomic01

OSK Holdings carried out a corporate exercise in 2014, to merge PJ Development Holdings Berhad and OSK Property Holdings Berhad into the group. Effectively OSK Holdings is now a property counter with property development & construction, investment properties and some manufacturing as it main operations.

But is this really the case? When you look at its profit profile as shown in the chart, you will find that the bigger contributor over the past 9 years was not from its operations. The non-operating segment - its investments in RHB bank - accounted for a bigger part of its profits. https://i.postimg.cc/RhS06qnH/OSK-profit-profile.png

So, is this a property company or something else? If you are thinking of investing in OSK, shouldn’t you be looking at the performance of the Malaysian banking sector rather than the property sector? https://www.youtube.com/watch?v=mQXpcrWj0Sw

2024-03-08 11:55

pang72

Continue up

2024-03-19 16:43

IanQ

why is osk up today to 1.52? any news?

2024-04-05 15:17

sephiroth

My money printing machine stock have awaken, Hong Leong IB tp 2.16

2024-05-10 13:36

troy88

slow and steady..

2024-05-13 11:31

Nice149

1. NTA 2.97 Aas compared to current price of 1.61
2. Benefit from the civil servant salary increase. Similar to RCECap, OSK also provides loan to civil servant through salary deduction. Very low risk and no impairment
3. Scaling up its loan portfolio in Australia and have better net interest margin than Malaysia’s conventional financing.
4. Capital financing pre-tax profit’s compounded annual growth rate was at 25%
5. Anticipate strong earning from property development at advance stage of construction.
6. Have total 1,977acres of landbank remaining with total GDV of 15 billion
7. Total cable sales was 20,745km which is half of scgb
8. IBS revenue was up almost 50% in year 2023 and under capacity expansion through new machine upgrade to be completed in Q2-2024.
9. Phase 2 of Melbourne Square (MSQ) has received 50% take up rate as of April 2023
10. Expand cable segment to instal new fibre optic line and new machine. Expecting fully commissioning by end of 2024
11. Own 10.24% of RHB shares. Benefited from high dividend rate.

2024-05-13 21:39

DividendGuy67

The nice thing about accumulating dividend stocks when their prices are low is that they keep edging up and here, they moved up, and even though market is just up +0.14%, I have 22 green stocks, offsetting 11 red stocks, and thanks to these green stocks including OSK, my portfolio made new all time high again today. My average OSK entry price EXCLUDING dividends is 91 sen. Still holding on at 1.61. With dividends and some small profit taking in the past, my average cost price is 45 sen. As it keeps paying dividends, one day, I guess I will own the entire amount for free. And at that time, I look forward to a market crash and with the cash, buy again at low price. No need to do active trading, the cash dividends paid out does it for you and best of all, I haven't looked at OSK charts much this year or read about it, maybe once every quarter or so.

2024-05-13 21:55

DividendGuy67

Chart wise, definitely can't sell ... especially when average cost price is 45 sen. Definitely not chasing, but will keep holding and ignore price movement. Got to give the bull the chance to try to break 24 year high - last time was 2.19 at Feb 2000. Minority chance within 1 year but I like to hope there's a majority chance before this bull run is over.

2024-05-13 22:07

DividendGuy67

Ok, did a quick blog post on OSK to better share my thoughts. It may be low odds today, but after nearly 3 decades of ding dong, if it breaks above 2.19 its all time high over 3 decades, technicians will tell you that the breakout will be spectacular i.e. we could be looking at RM5 just using projection price methodology. Its NTA is 2.97, at the peak of a market bull run, it is not unusual for a stock like this to trade at its book value or a higher in a mania. All this payout is contingent on making a new high first and contingent on a bull run that will hit a peak. Minority odds. But my average cost is now only 45 sen, below COVID low, so, I'm very patient and in no rush and prefer to do nothing. Don't chase. Best of luck. Cheers!

2024-05-13 22:23

DividendGuy67

In case you're wondering what price I sold for partial profit taking and why, it was 16 Jan 24, at 1.49. I forgot now why I did that, most likely it was trying to take advantage of the 1.50 round number resistance, thinking it will hit and fall and I can pick it back up again on the cheap ... but I never could buy it back on the cheap ... and now, it went past 1.61 today.

This is what happens when we are not a trader ...

And it's so difficult even if you can watch because the market gyrations will consume you.

Much better, much easier to ignore and collect dividends and just focus on monthly charts over 2-3 decades to pick the peak of the bull market and stay focused on the market crashes and then just bet a significant chunk of your net worth to make a difference to your life. Otherwise, most of the time, ignore the noise up and down on small moves.

2024-05-13 22:31

DividendGuy67

Warren Buffet said that investing is best done if you imagine you can punch only 20 tickets over your investing lifetime. When do you punch that ticket?

The trouble with traders is that the theory sounds great on paper, but incredibly hard to practice. Whereas with only 20 tickets to punch over a lifetime, when do you punch?

I would open a 20-30 year chart and then make that decision. You can't go wrong doing what Mr Buffet recommends.

2024-05-13 22:34

GS

MSCI Small Cap May 2024 Index Review

MSCI MALAYSIA INDEX
Additions
MAH SING
OSK

Deletions
ASTRO
MAGNUM
TSH

2024-05-15 06:18

troy88

This gem still underrated

2024-05-16 16:34

IanQ

love to see this gem past by RM 2....

2024-05-16 21:39

troy88

Will quietly climb up to RM2 under the radar..

2024-05-20 09:49

sephiroth

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

2024-05-31 01:31

sephiroth

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

sephiroth

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

SinGor

Quarter Result on 30-Jun-2024[#2] QoQ + 13.25% YoY + 45.78%. ( Lagenda Properties Results )
__________________
First property Co results announcement ( Good )---I think Big property Co announcing soon---- also Good.
Institutional Buyers grabbing OskH ( today) before announcement

1 month ago

sephiroth

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

1 month ago

SinGor

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

1 month ago

sephiroth

OK thanks

1 month ago

SinGor

southern cable Qr is consistent QoQ and raise 170% YoY ---I think OskH results will be very Good---I only hope
Big dividend

1 month ago

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

1 month ago

SinGor

OLH is really a stingy CEO!!!!!!!!!!! RHB give 15cents to OSK, we get 3 cents ( wtf )

1 month ago

sephiroth

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

1 month ago

sephiroth

OSK receive mostly RHB dividend in shares

1 month ago

SinGor

Universal Cable, based in Kuching, primarily manufactures and sells telecommunication and power cables. The company was placed under liquidation on May 15 this year.
Olympic Cable, meanwhile, produces a wide range of cables, including copper, aluminum, fire-resistant, solar DC, fiber optic and transmission cables.
________________________________________
Liquidates assets worth 146mil OLH buys for 85mil ( with RHB 15sen Dividend )---I think OLH aims is major
supplier for Data Cables for Data Center---Universal Cable should capture Data Center Cables But too Bad
in Liquidation----so fat profit flows into OLH hands

4 weeks ago

sephiroth

Fire sale purchase price is always good

3 weeks ago

SinGor

Maybe OshK is the biggest supplier of Cables in Malaysia. Getting Big is one things but matching Demand
is very difficult. The timing is just perfect. Massive demand comes from Data Centre and Malaysia has been
very strict on Imported Cables ( Dumping quality) esp. China ones ( always not 100% pure Cables )

3 weeks ago

sephiroth

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

3 weeks ago

sephiroth

Operator start goreng

1 week ago

SinGor

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

1 week ago

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