|
楼主 |
发表于 22-12-2015 02:35 AM
|
显示全部楼层
Type | Announcement | Subject | OTHERS | Description | MASTER SERVICES AGREEMENT BETWEEN OCK GROUP BERHAD ("OCK") AND TELENOR MYANMAR LIMITED. |
Further to the Company’s announcement on 18 December 2015, the Board wishes to further announce that the Master Services Agreement signed between OCK YANGON PRIVATE LIMITED (a wholly-owned subsidiary of OCK Setia Engineering Sdn Bhd which in turn a wholly-owned subsidiary of OCK) and TELENOR MYANMAR LIMITED (“the Agreement”) does not specified the contract value. The Agreement provides that OCK shall deliver up to 920 telecommunications towers for Telenor Myanmar in 2016 in a ‘build and lease’ business model. OCK will charge Telenor Myanmar a monthly lease rate which will generate recurring income for OCK as and when the towers are completed. The monthly lease rate will depend on the tower specifications built for each of the locations, which will be determined as the towers are being deployed in Year 2016.
This announcement is dated 21 December 2015. |
|
|
|
|
|
|
|
|
|
楼主 |
发表于 31-12-2015 05:55 PM
|
显示全部楼层
Type | Announcement | Subject | OTHERS | Description | MASTER SERVICES AGREEMENT BETWEEN OCK GROUP BERHAD AND TELENOR MYANMAR LIMITED | The Board of Directors of OCK GROUP BERHAD (“OCK” or “the Group”) is pleased to announce that its local subsidiary OCK Yangon Private Limited had on 16 December 2015 signed a Master Services Agreement ("the Agreement") with TELENOR MYANMAR LIMITED. (“Telenor” or “the Operator”) whereby OCK will deliver up to 920 towers to Telenor by 2016 in a long-term ‘build and lease’ business model.
OCK intends to build up to 3,000 telecommunications towers over a five (5) year period within Myanmar. With the Agreement, OCK is highly positive in achieving its target
1) INFORMATION ON TELENOR MYANMAR LIMITED Telenor Myanmar Limited, a company incorporated under the laws of Republic of the Union of Myanmar with its registered office situated at No. 40, Sattmu-1 Road, Bahan Township, Yangon, Myanmar and company registration number is 387 FC/2013-2014. Telenor Myanmar is a successful applicant for a License that is to be issued to it under the Telecommunications Laws. The Operator will have commitments under its License to establish its Network in Myanmar.
2) SALIENT INFORMATION ON THE AGREEMENT During the Agreeement Term (an initial term of 12 years with options to extend the lease 3 times with 5 years tenure each), OCK shall: i. deliver up to 920 telecommunication towers for Telenor in Myanmar by 2016. ii. Conduct its business in a professional and ethical manner in accordance with the Telenor’s Agreement on Responsible Business Conduct.
3) FINANCIAL EFFECTS 3.1 Issued and Paid-Up Capital and Substantial Shareholders’ Shareholdings
The Agreement will not have any effect on the issued and paid-up share capital and substantial shareholders’ shareholdings of the Company.
3.2 Net Assets
The Agreement will grow the Net Assets of the Group from owning the telecommunication towers.
3.3 Earnings
The Agreement will contribute positively to the future recurring earnings of OCK. 3.4 Gearing The Agreement is expected to increase the gearing of OCK Group gradually to 0.8 times for the financial year ending 2016 as the Group invests in constructing and owning the telecommunication towers that are to be leased back to Telenor. Projection: | | | Expected new borrowings USD 45 million x 4.2 times | = | RM 189 million (to finance new towers) | Existing borrowings | = | RM 75 million (as at 30 September 2015) | Expected Borrowings | = | RM 264 million | | | | Enlarged Shareholder Funds (RM 203 m + RM 130 m) | = | RM 333 million (after rights issues and shareholders’ funds as at Q3 15) | | | | Expected Enlarged Gearing | = | 0.79 times
|
4) APPROVALS REQUIRED
The Agreement is not subject to the approval of the shareholders of the Company or any regulatory authorities.
5) DIRECTORS, SUBSTANTIAL SHAREHOLDERS AND/OR PERSONS CONNECTED
None of the directors and/or substantial shareholders and/or persons connected to the directors or substantial shareholders of the Group have any interest, whether directly or indirectly, in The Agreement.
6) STATEMENT BY DIRECTORS
The Board is of the opinion that The Agreement is in the best interest of the Company.
This announcement is dated 30 December 2015.
*Remark: The Agreement IS expected to have material effect on the gearing of OCK Group. |
|
|
|
|
|
|
|
|
楼主 |
发表于 6-1-2016 03:50 AM
|
显示全部楼层
本帖最后由 icy97 于 7-1-2016 08:58 PM 编辑
缅甸建920电讯塔 OCK负债率增至0.8倍
财经新闻 财经 2016-01-07 13:28
(吉隆坡6日讯)随着OCK集团(OCK,0172,主板贸服股)和缅甸Telenor签约后,负债率将从0.37倍,在2016财年推高至0.8倍。
该公司向马交所报备,截至去年9月30日的贷款达7500万令吉,股东基金则企于2亿300万令吉。
签署合约的新项目,融资贷款估计为1亿8900万令吉,再加上原有的7500万令吉,总贷款预计达2亿6400万令吉。
OCK集团和缅甸合作伙伴King Royal科技,早前和缅甸Telenor签约,在当地兴建920个电讯塔,以提供强稳的通话与数据覆盖率。
该公司将通过长期的“兴建和租赁”
业务模式,投资7500万美元(约3亿2393万令吉),为缅甸Telenor兴建920座电讯塔。【南洋网财经】
Type | Announcement | Subject | OTHERS | Description | MASTER SERVICES AGREEMENT BETWEEN OCK GROUP BERHAD AND TELENOR MYANMAR LIMITED | Further to the Company's amended announcement on 30 December 2015, the Board of Directors wish to clarify that the Agreement with TELENOR MYANMAR LIMITED is expected to increase the gearing of OCK Group gradually from 0.37 times to 0.8 times for the financial year ending 2016. Borrowings as at 30 September 2015 | - | 75 million | Shareholders’ funds as at 30 September 2015 | - | 203 million | | | | Existing gearing as at 30 September 2015 | - | 0.37 times |
This announcement is dated 5 January 2016. |
|
|
|
|
|
|
|
|
楼主 |
发表于 23-1-2016 05:51 AM
|
显示全部楼层
Type | Announcement | Subject | OTHERS | Description | ACQUISITION OF A NEW SUBSIDIARY- OCK TELCO INFRA SDN BHD | Introduction The Board of Directors of OCK Group Berhad (“OCK” or “the Company”) wishes to announce that OCK Tower Infra Sdn Bhd (“OCKTI”), a wholly-owned subsidiary of OCK International Sdn Bhd, which in turn a sub-subsidiary of OCK had on 21 January 2016 completed the acquisition of the entire issued and paid-up capital of OCK Telco Infra Sdn Bhd (“OCKTelco”) from Mr Ooi Chin Khoon and Mr Low Hock Keong for a total cash consideration of RM2.00 (“Acquisition”). Following the acquisition, OCKTELCO becomes a wholly-owned subsidiary of OCKTI International, which in turn a sub-subsidiary of OCK.
Information on OCK TELCO INFRA SDN BHD OCKTELCO was incorporated on 14 January 2016 under the Companies Act, 1965 with an authorised share capital of RM400,000 comprising 400,000 ordinary shares of RM1.00 each. The issued and paid-up share capital of OCKTELCO of RM2.00 comprising 2 ordinary shares of RM1.00 each. The intended principal activity of OCKTELCO is civil, structural, electrical and mechanical engineering, telecommunication and industrial control equipment, telecommunication networks services. The shareholders of OCKTELCO as at the date of its incorporation are as detailed below: Shareholders |
| As at 14 January 2016 |
|
| No. of Shares |
| % | Ooi Chin Khoon |
| 1 |
| 50% | Low Hock Keong |
| 1 |
| 50% |
|
|
|
|
| Total |
| 2 |
| 100% |
Financial Effects The acquisition of OCKTELCO is not expected to have any material effect on the earnings or net assets of OCK for the financial year ending 31 December 2016.
Directors’ and Major Shareholder’s Interest Mr Ooi Chin Khoon, being the director and substantial shareholder and Mr Low Hock Keong, being the director and shareholder of OCK have declared their interests by virtue of the fact that they are the first directors and first subscribers in OCKTELCO.
Apart from the above, none of the directors or substantial shareholders of OCK and/or persons connected with them has any interest, direct or indirect, in the Acquisition.
This announcement is dated 22 January 2016. |
|
|
|
|
|
|
|
|
楼主 |
发表于 23-1-2016 05:51 AM
|
显示全部楼层
Type | Announcement | Subject | OTHERS | Description | ACQUISITION OF A NEW SUBSIDIARY OCK TOWER INFRA SDN BHD | Introduction The Board of Directors of OCK Group Berhad (“OCK” or “the Company”) wishes to announce that OCK International Sdn Bhd (“OCK International”), a wholly-owned subsidiary of OCK had on 21 January 2016 completed the acquisition of the entire issued and paid-up capital of OCK Tower Infra Sdn Bhd (“OCKTI”) from Mr Ooi Chin Khoon and Mr Low Hock Keong for a total cash consideration of RM2.00 (“Acquisition”). Following the acquisition, OCKTI becomes a wholly-owned subsidiary of OCK International, which in turn a sub-subsidiary of OCK.
Information on OCK TOWER INFRA SDN BHD OCKTI was incorporated on 14 January 2016 under the Companies Act, 1965 with an authorised share capital of RM400,000 comprising 400,000 ordinary shares of RM1.00 each. The issued and paid-up share capital of OCKTI of RM2.00 comprising 2 ordinary shares of RM1.00 each. The intended principal activity of OCKTI is investment holding. The shareholders of OCKTI as at the date of its incorporation are as detailed below: Shareholders |
| As at 14 January 2016 |
|
| No. of Shares |
| % | Ooi Chin Khoon |
| 1 |
| 50% | Low Hock Keong |
| 1 |
| 50% |
|
|
|
|
| Total |
| 2 |
| 100% |
Financial Effects The acquisition of OCKTI is not expected to have any material effect on the earnings or net assets of OCK for the financial year ending 31 December 2016.
Directors’ and Major Shareholder’s Interest Mr Ooi Chin Khoon, being the director and substantial shareholder and Mr Low Hock Keong, being the director and shareholder of OCK have declared their interests by virtue of the fact that they are the first directors and first subscribers in OCKTI. Apart from the above, none of the directors or substantial shareholders of OCK and/or persons connected with them has any interest, direct or indirect, in the Acquisition.
This announcement is dated 22 January 2016. |
|
|
|
|
|
|
|
|
楼主 |
发表于 1-3-2016 04:38 AM
|
显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2015 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2015 | 31 Dec 2014 | 31 Dec 2015 | 31 Dec 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 108,444 | 57,927 | 318,574 | 185,892 | 2 | Profit/(loss) before tax | 17,401 | 10,217 | 38,068 | 23,756 | 3 | Profit/(loss) for the period | 12,262 | 6,572 | 27,092 | 17,056 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 11,594 | 6,492 | 24,679 | 15,587 | 5 | Basic earnings/(loss) per share (Subunit) | 2.09 | 1.59 | 4.61 | 4.69 | 6 | Proposed/Declared dividend per share (Subunit) | 0.60 | 0.00 | 0.60 | 0.00 |
|
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.4400 | 0.3500
|
|
|
|
|
|
|
|
|
楼主 |
发表于 1-3-2016 04:39 AM
|
显示全部楼层
EX-date | 28 Mar 2016 | Entitlement date | 30 Mar 2016 | Entitlement time | 05:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Single-tier interim dividend of 0.6 sen per ordinary share of RM0.10 each in respect of the financial year ending 31 December 2016 | Period of interest payment | to | Financial Year End | 31 Dec 2016 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222 | Payment date | 14 Apr 2016 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 30 Mar 2016 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.0060 | Par Value | Malaysian Ringgit (MYR) 0.100 |
|
|
|
|
|
|
|
|
楼主 |
发表于 19-3-2016 02:23 AM
|
显示全部楼层
OCK 集团 净利上看35%
财经 行家论股 2016-03-18 11:08
目标价:1.02令吉
最新进展
OCK集团(OCK,0172,主板贸服股)为我国新兴电信塔公司,足迹遍布东盟国家,其中和缅甸Telenor的交易,更是新突破。
该公司在去年12月和缅甸Telenor签约,在当地兴建和租赁920个电信塔,标榜着首个海外联营项目。
行家建议
我们正面看待OCK集团和缅甸Telenor的交易,因缅甸庞大的电信塔市场,在接下来2年需要兴建1万个新电信塔,以迎合人口覆盖率。
一旦电信塔在2017年全面投入运作,租金能潜可再提升1500万美元(约6129万令吉)。
同时不排除OCK集团将有更多的电信塔相关并购计划,因公司探讨强化经常性收入的基础。
我们看好OCK集团,因该公司电信网络服务(TNS)的强稳盈利展望和推动经常性收入的策略,维持“买入”投资评级。
再者,估计2016财年能录得35%的核心净利增长,因电信塔维修业务的稳步扩展,以及国内强劲的3G、LTE和光纤运用。
兴业研究
【南洋网财经】 |
|
|
|
|
|
|
|
楼主 |
发表于 23-3-2016 03:45 AM
|
显示全部楼层
Type | Announcement | Subject | OTHERS | Description | OCK GROUP BERHAD (OCK or the Company)ARTICLE ENTITLED: OCK Bullish on its outlook - Telecom services provider eyes 20% growth | The Company would like to clarify on the article entitled “OCK Bullish on its outlook” that appear in The Starbiz week on 19 March 2016, in particular the sentence “Ooi says he is ….. eyeing a 20% growth in top and bottom lines in the financial year 2016 (FY2016)”. The Company expects its top and bottom lines to continue to grow by 20% in the current financial year ending 31 December 2016 mainly in the contracting works, fiber works and maintenance works both in Malaysia and regionally in FY 2016, as the Company expects to benefit from the projects coming out from the networks expansion undertaken by the telecommunication operators in upgrading their infrastructures to LTE network. The above is an internal management target which has not been reviewed by the external auditor.
This announcement is dated 22 March 2016. |
|
|
|
|
|
|
|
|
楼主 |
发表于 26-3-2016 06:07 AM
|
显示全部楼层
Name | MR OOI CHIN KHOON | Nationality/Country of incorporation | Malaysia | Descriptions (Class & nominal value) | Ordinary Shares of RM0.10 each | Name & address of registered holder | 1) Ooi Chin Khoon 35, Jalan Wawasan 4/4 Pusat Bandar Puchong 47100 Puchong Selangor Darul Ehsan 2) Aliran Armada Sdn Bhd Level 2, Tower 1, Avenue 5 Bangsar South City 59200 Kuala Lumpur 3) Ooi Cheng Wah No 16, Jalan Bayan 3 Bandar Puchong Jaya 47100 Puchong Selangor Darul Ehsan 4) Ooi Chin Lee 30, Jalan Tengku Ismail Off Jalan Saw Ah Choy 34000 Taiping, Perak | Details of changesCurrency: Malaysian Ringgit (MYR) Type of transaction | Description of Others | Date of change | No of securities
| Price Transacted (RM)
| Disposed | | 23 Mar 2016 | 7,850,000
| 0.825
|
Circumstances by reason of which change has occurred | Disposal in open market | Nature of interest | Direct Interest | Direct (units) | 25,000 | Direct (%) | 0.003 | Indirect/deemed interest (units) | 318,564,825 | Indirect/deemed interest (%) | 40.211 | Total no of securities after change | 318,589,825 | Date of notice | 23 Mar 2016 |
|
|
|
|
|
|
|
|
发表于 20-4-2016 11:47 PM
|
显示全部楼层
本帖最后由 icy97 于 21-4-2016 12:04 AM 编辑
OCK Group Bhd forms bullish "Symmetrical Continuation Triangle" chart pattern
Apr 19, 2016
Recognia has detected a "Symmetrical Continuation Triangle (Bullish)" chart pattern formed on OCK Group Bhd (OCK:MYX).
This bullish signal indicates that the stock price may rise from the close of 0.82 to the range of 0.88 - 0.90. The pattern formed over 20 days which is roughly the period of time in which the target price range may be achieved, according to standard principles of technical analysis.
Tells Me: The price has broken upward out of a consolidation period, suggesting a continuation of the prior uptrend. A Symmetrical Continuation Triangle (Bullish) shows two converging trendlines as prices reach lower highs and higher lows. Volume diminishes as the price swings back and forth between an increasingly narrow range reflecting uncertainty in the market direction. Then well before the triangle reaches its apex, the price breaks out above the upper trendline with a noticeable increase in volume, confirming the pattern as a continuation of the prior uptrend.
This bullish pattern can be seen on the following chart and was detected by Recognia proprietary pattern recognition technology.
|
|
|
|
|
|
|
|
楼主 |
发表于 6-5-2016 03:06 AM
|
显示全部楼层
肯纳格纳入研究 OCK起3.8%
By Surin Murugiah / theedgemarkets.com | May 5, 2016 : 9:58 AM MYT
(吉隆坡5日讯)获肯纳格投资银行研究纳入研究范围,OCK集团(OCK Group Bhd)今早一度起3仙或3.77%。
截至9时56分,该股起2.5仙或3.14%,至82仙,成交量有99万7300股。
该研究机构今日在报告中,给予OCK“超越大市”评级,目标价95仙。
OCK主要提供电讯网络服务。
“我们喜欢OCK是因为(一)经常收入不断提高,拥健康的现金流、(二)在缅甸和东南亚展翅、(三)攫取无源基础建设共享趋势、(四)扣除利息、税项、折旧及摊销(EBITDA)赚幅扩大,以及(五)通过并购活动的潜在增长。”
“我们预计该集团在2016财政年再创另一个双位数年增长(18%至2920万令吉),赚幅为7.4%,与2015财年表现(约7.8%)相若。”
“然而,2017财年净利料微增1.1%至2950万令吉,因折旧成本在缅甸项目作出全年租赁收入后提高。”
(编译:陈慧珊) |
|
|
|
|
|
|
|
发表于 9-5-2016 06:06 PM
|
显示全部楼层
本帖最后由 icy97 于 9-5-2016 06:18 PM 编辑
浅谈OCK
Monday, May 9, 2016
http://bblifediary.blogspot.my/2016/05/ock.html
业务
- 建设和出租通讯塔
- 买卖通讯设备与零件
- 再生能源
OCK(OCK集团,0172,创业板科技股),成立于2000年,并于2012年上市大马交易所创业板。
OCK的业务相当多元化,其中以通讯网络规划、部署和营运,以及为本地流动电话公司提供网络保养与维修为主。
目前,出租电讯塔和绿色能源是该公司营业额和盈利的主要贡献来源,为该公司提供长期经常性收入。
目前,该公司除了在大马拥有业务外,也把业务扩展到柬埔寨、印尼和缅甸,而缅甸将会是该公司未来两年的主打市场。
2015年12月16日,OCK与缅甸伙伴King Royal正式与Telenor签署了一项协议, OCK将会投资3亿令吉在缅甸兴建920座电讯塔, 然后再出租给Telenor,为期12年。
这一项计划预料在2016年第2季开始启动,并估计会在2017年带来租金收入。而且,这些电讯塔也可以同时出租给其他电讯公司。
目前虽然还无法对缅甸的业务作出盈利预测,但相信在未来的两年里,缅甸业务所带来的贡献将会逐渐反映在股价上。 |
|
|
|
|
|
|
|
楼主 |
发表于 28-5-2016 04:45 AM
|
显示全部楼层
本帖最后由 icy97 于 29-5-2016 05:55 AM 编辑
最佳首季表現 OCK集團營業額7844萬
2016年5月25日
(吉隆坡25日訊)受通訊網絡服務業務扶持,OCK集團(OCK,0172,主要板貿服)截至3月底2016財年首季淨利按年起21%至371萬令吉。
OCK集團向馬證交所報備,首季營業額增40%至7844萬令吉,為有史以來最佳的首季表現。
該公司董事經理黃貞焜在文告中指出,淨利主要貢獻來自通訊網絡服務業。該業務帶來6120萬令吉營業額,佔整體營業額的64.2%。
至于綠色能源與電力解決方案業務,受到經商環境的影響,拖累相關盈利滑落16.2%至1040萬令吉。貿易業務營業壓縮21%至150萬令吉。
“隨著政府看重通訊網絡服務業,以及綠色能源與電力解決方案,我們將繼續擴展相關業務。”【中国报财经】
SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2016 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2016 | 31 Mar 2015 | 31 Mar 2016 | 31 Mar 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 78,443 | 56,162 | 78,443 | 56,162 | 2 | Profit/(loss) before tax | 5,740 | 5,175 | 5,740 | 5,175 | 3 | Profit/(loss) for the period | 4,536 | 4,032 | 4,536 | 4,032 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 3,710 | 3,062 | 3,710 | 3,062 | 5 | Basic earnings/(loss) per share (Subunit) | 0.47 | 0.58 | 0.47 | 0.58 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
|
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.4400 | 0.4300
|
|
|
|
|
|
|
|
|
发表于 3-6-2016 05:15 PM
|
显示全部楼层
OCK Group Bhd - On A Higher Plane
We initiate coverage on OCK Group Bhd (OCK) with a BUY recommendation and a target price of RM1.00. We like OCK for its strong growth prospects from its ongoing business expansion, both domestically and overseas, that will also provide long-term regenerative earnings. Our call is also premised on the group‘s position as the largest telecommunication service provider in Malaysia.
OCK has a good business mix as both its mechanical & electrical engineering services and trading segments complements its core telecommunication network services segment, creating a synergy to its overall business model. Meanwhile, its green business and power solutions segment offers stable recurring income.
The group is currently on a regional expansion phase through its relatively large scale venture into Indonesia and its long-term investment in Myanmar. Going forward, earnings growth will emanate from its Myanmar venture which will see additional income from the construction and leasing of 920 telecommunication towers by end-2016. Meanwhile, both the Malaysian and Indonesia businesses will focus on increasing the ownerships of telecommunication tower sites.
We expect OCK to register double digit three-year net profit and revenue CAGRs of 13.3% and 21.8% to reach RM31.7 mln and RM468.5 mln respectively by 2017. We arrive at our target price by ascribing a sum-of-parts (SOP) approach as we value its telecommunication network services and green energy & power solutions business segments with a discounted cash flow approach (WACC: 9.0%, Terminal Growth: 1.5%); whereas we ascribe a fully-diluted 15.0x PER to both its 2017 trading and mechanical & electrical engineering services businesses.
Source: M+ Online Research - 31 Mar 2015
|
|
|
|
|
|
|
|
楼主 |
发表于 7-6-2016 12:32 AM
|
显示全部楼层
買進券商心頭好.OCK集團 獲看好業務穩健成長
2016年6月02日
券商:肯納格證券研究
目標價:95仙
就如我們所預料,OCK集團(OCK,0172,創業板貿服)2016財年首季稅后歸屬股東淨利(PATAMI)按年成長21%,達370萬令吉,占我們的全年預期12.7%。
同時,營業額按年漲40%至7840萬令吉,主要受該公司在印尼、柬埔寨和緬甸的業務所支撐,以及本地的承包工程所帶來貢獻。
展望未來,我們預計該公司業務將逐步增長。
另外,該公司將在今年中交付第1批(400座)電訊塔予緬甸Telenor,並在今年末如期交付920座電訊塔。
我們預計,該緬甸項目將每年為該公司貢獻6000萬令吉的營業額,以及60%的利息、稅務、折舊與攤銷前盈利(EBITDA)賺幅,高于上財年的16.5%。
除了專注于電信業務,據我們了解,該公司也在正迅速成長的可持續能源領域中,尋求更多業務或投資機會。為此,我們維持該公司“跑贏大市” 評級,目標價95仙。【中国报财经】 |
|
|
|
|
|
|
|
楼主 |
发表于 7-6-2016 01:23 AM
|
显示全部楼层
OCK继续扩大东盟据点
By Ahmad Naqib Idris / The Edge Financial Daily | June 1, 2016 : 2:20 PM MYT
(吉隆坡1日讯)OCK集团(OCK Group Bhd)指出,将继续扩大区域足迹,因东盟电讯服务供应商不断升级通讯基础设施和服务方案,以满足快速增长的消费需求。
集团董事经理黄贞焜指出,该公司拟发展其在印尼、柬埔寨、缅甸和中国的现有业务,同时也将目光投向本区域的新市场,包括越南、泰国和菲律宾。
他昨日在股东常年大会后的记者会上说:“今年很大部分的投资将用于在缅甸建920座电讯塔,为此我们已拨出约7000万美元(2亿8900万令吉)。”
这是5年内在缅甸建造3000座电讯塔计划的一部分。
“我们目前有两个区域扩张计划,其中一个是扩大我们维护的数量。在大马和印尼,我们现维护超过2万5000个电讯塔。除此之外,真正的资本密集扩张是用于新塔,如缅甸项目。”
“缅甸方面,我们已经开始动工,并已完成几座,而几百座电讯塔正在进行中。我们乐观认为,将在今年底完成920座电讯塔。”
除了缅甸,他说,该集团也探讨进军越南、泰国和菲律宾市场。
“泰国和越南正迈入4G,缅甸刚启动3G,并可能在未来升级至4G,有鉴于此,本区域将继续有大量的活动,为我们提供增长空间。”
同时,OCK还将扩大印尼据点,该集团管理的电讯塔从前年的1万1000座增长近一倍至2万座。
“我们在印尼管理超过2万座基站收发站。该国有8万至9万座收发站,因此仍有提高市占率的空间。”
集团总执行长叶伟奇指出,区域业务的收入贡献越来越大,占2015财政年营业额的17%,相比前年的6.5%。
他补充说,区域贡献预计继续增长,今年预期占营业额的20%。在缅甸项目完成后,2017年料显著增长。
在2015财政年,OCK净利扬58%至2475万令吉,2014财年为1559万令吉;营业额从1亿8589万令吉,劲扬70%至3亿1590万令吉。
截至3月杪首季,净利起21%至371万令吉,同期为306万令吉;营业额攀40%至7844万令吉,相比同期的5616万令吉。
展望未来,黄贞焜表示,2016财年增长将继续受到流动营运商,尤其是争夺市场份额的新业者展开更多电讯塔所驱动。
“新流动营运商,即P1和uMobile,将配置更多电讯塔,提高市占率,而我们是这两个营运商的主要承包商。它们需要大量地升级现有和新电讯塔,以扩大覆盖范围。”
(编译:陈慧珊) |
|
|
|
|
|
|
|
楼主 |
发表于 7-6-2016 06:30 AM
|
显示全部楼层
本帖最后由 icy97 于 8-6-2016 05:02 AM 编辑
OCK私下配售10%籌8662萬
2016-06-07 09:19
(吉隆坡6日訊)OCK集團(OCK,0172,主板貿服組)宣佈,建議私下配售最高10%股權新股,以籌集8千662萬令吉資金,主要充當在印度支那區域收購公司及/或通訊基建資產。
該公司文告指出,該公司將私下配售最多1億零563萬2千181股的新股,或占擴大資本後的10%股權。
文告指出,假設私下配售新股每股參考價為82仙,該公司將最高籌得8千662萬令吉資金,除了充當收購公司及/或通訊基建資產,同時也部份融資緬甸的建築通訊塔的費用。(星洲日報/財經)
Type | Announcement | Subject | NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
FUND RAISING | Description | OCK GROUP BERHAD ("OCK" OR THE "COMPANY")PROPOSED PRIVATE PLACEMENT OF UP TO 105,632,181 ORDINARY SHARES OF RM0.10 EACH IN OCK REPRESENTING APPROXIMATELY TEN PERCENT (10%) OF THE ISSUED AND PAID-UP SHARE CAPITAL OF OCK ("PROPOSED PRIVATE PLACEMENT") | On behalf of the Board of Directors of OCK Group Berhad, Kenanga Investment Bank Berhad is pleased to announce that the Company proposes to undertake the Proposed Private Placement under Section 132D of the Companies Act, 1965.
Please refer to the attachment for further details.
This announcement is dated 6 June 2016. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5117157
|
|
|
|
|
|
|
|
楼主 |
发表于 9-6-2016 03:00 AM
|
显示全部楼层
Type | Announcement | Subject | NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
FUND RAISING | Description | OCK GROUP BERHAD ("OCK" OR THE "COMPANY")PROPOSED PRIVATE PLACEMENT OF UP TO 105,632,181 ORDINARY SHARES OF RM0.10 EACH IN OCK REPRESENTING APPROXIMATELY TEN PERCENT (10%) OF THE ISSUED AND PAID-UP SHARE CAPITAL OF OCK ("PROPOSED PRIVATE PLACEMENT") | This announcement should be read in conjunction with the announcement made by Kenanga Investment Bank Berhad ("Kenanga IB") on behalf of the Board of Directors of OCK Group Berhad in relation to the Proposed Private Placement on 6 June 2016. Unless otherwise stated, the terms used herein shall have the same meaning as defined in the said announcement.
Please see attached the additional information on the Proposed Private Placement. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5119217
|
|
|
|
|
|
|
|
楼主 |
发表于 17-6-2016 12:16 AM
|
显示全部楼层
Date of change | 15 Jun 2016 | Name | MR LIEW KOK SEONG | Age | 48 | Gender | Male | Nationality | Malaysia | Type of change | Resignation | Designation | Chief Financial Officer | Reason | Accepted the position of senior management post at another public company. | Details of any disagreement that he/she has with the Board of Directors | No | Whether there are any matters that need to be brought to the attention of shareholders | No | Qualifications | i)Bachelor of Accounting (Honours) from University of Malaya ii) Member of Malaysian Institute of Accountants | Working experience and occupation | Mr Liew Kok Seong graduated with a Bachelor of Accounting (Honours) from University of Malaya in 1992 and is a member of Malaysian Institute of Accountants. He started his career in 1992 as Articled Audit Assistance with KPMG, a global firm offering tax, audit and advisory services. Between 1997 and 2001, he joined a construction company for a brief period and subsequently joined an IT company as the Senior Manager of Finance. In 2001, he joined The Store Corporation Berhad as Assistant General Manager of Finance Division. In 2006, he was appointed as the CFO of Green Packet Berhad ("GPB") and in 2012, he was appointed as the CFO of Cuscapi Berhad ("Cuscapi"). During his tenure as the CFO in GPB and Cuscapi, he was primarily responsible for overseeing the financial reporting, business planning, treasury affairs and tax planning as well as played a pivotal role in the areas of corporate finance, and mergers and acquisition. He possessed over 24 years of experience in the areas of corporate finance, management accounting and reporting, business planning, treasury affairs and taxation. Throughout his career, he has served in various listed companies and industries including IT, telecommunication, retail, property and construction and audit. |
|
|
|
|
|
|
|
| |
本周最热论坛帖子
|