OSK HOLDINGS BHD
KLSE (MYR): OSK (5053)
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Last Price
1.57
Today's Change
-0.01 (0.63%)
Day's Change
1.57 - 1.58
Trading Volume
302,100
Financial
Market Cap
3,290 Million
NOSH
2,095 Million
Latest Quarter
30-Jun-2024 [#2]
Announcement Date
27-Aug-2024
Next Quarter
30-Sep-2024
Est. Ann. Date
27-Nov-2024
Est. Ann. Due Date
29-Nov-2024
QoQ | YoY
4.70% | -1.78%
Revenue | NP to SH
1,593,538.000 | 472,460.000
RPS | P/RPS
76.05 Cent | 2.06
EPS | P/E | EY
22.55 Cent | 6.96 | 14.36%
DPS | DY | Payout %
6.95 Cent | 4.43% | 30.83%
NAPS | P/NAPS
3.00 | 0.52
QoQ | YoY
-0.49% | -1.74%
NP Margin | ROE
29.83% | 7.51%
F.Y. | Ann. Date
30-Jun-2024 | 27-Aug-2024
Latest Audited Result
31-Dec-2023
Announcement Date
20-Mar-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
20-Mar-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
1,587,817.000 | 466,954.000
RPS | P/RPS
75.78 Cent | 2.07
EPS | P/E | EY
22.64 Cent | 7.04 | 14.19%
DPS | DY | Payout %
7.00 Cent | 4.46% | 31.41%
NAPS | P/NAPS
2.97 | 0.53
YoY
9.31%
NP Margin | ROE
29.61% | 7.50%
F.Y. | Ann. Date
31-Dec-2023 | 27-Feb-2024
Revenue | NP to SH
1,472,730.000 | 503,262.000
RPS | P/RPS
70.29 Cent | 2.23
EPS | P/E | EY
24.02 Cent | 6.54 | 15.30%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
2.35% | 2.24%
NP Margin | ROE
34.32% | 8.00%
F.Y. | Ann. Date
30-Jun-2024 | 27-Aug-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
13 people like this. Showing 50 of 7,517 comments
Final dividend 4 sen, no surprise, oh well, better than nothing, expected 5 sen kinda disappointed
2024-02-22 19:51
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
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
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
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
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
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
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
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
MSCI Small Cap May 2024 Index Review
MSCI MALAYSIA INDEX
Additions
MAH SING
OSK
Deletions
ASTRO
MAGNUM
TSH
2024-05-15 06:18
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
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
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
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
2024-08-19 19:14
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
2 months ago
southern cable Qr is consistent QoQ and raise 170% YoY ---I think OskH results will be very Good---I only hope
Big dividend
2 months ago
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
2 months ago
OLH is really a stingy CEO!!!!!!!!!!! RHB give 15cents to OSK, we get 3 cents ( wtf )
2 months ago
Rhb 60% payout from profit osk only 30% payout of net profit, latest 4 quarters eps 23 sen X 30% = 7 sen p. a
2 months ago
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
2 months ago
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 )
2 months ago
Rhb have rise 15% from 5.50 to 6.30, while OSK unchanged which indicate OSK overwhelming undervalue
2 months ago
lets hope OLH gives "Huge" Dividend before 1 Jan 2025 to beat 2% tax on dividend....Any way 2% dividend
tax is NOT gazetted yet ( could be a temporary Tax option that can be removed before GE16 )
My BET most Bursa Companies will NOT announce Dividend until the Last Qr of 2025 to give Time for Heavy
Cash Balance Co time to figure out how to avoid 2% Tax for Co owner
2 weeks ago
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Insas will beat Osk share price soon loh!
2024-01-28 11:22