Posted by Flintstones > 2016-10-07 20:17 | Report Abuse

The name of brahmal reminds me of Masterskill. Look where is Masterskill now

Posted by sosfinance > 2016-10-07 21:10 | Report Abuse

Let us not focus on just the black dot on a whole white piece of paper. The black dot, may, help you save millions in the future is we take it as a lesson learned.

Btw, do your own research, this is just an example how Creado does it. If really unsure, buy 100 units, in order to the learn the lesson, it is definitely value for money. Even the lemons, you can buy 100 unit, see if you can learn something.

Posted by sherlock > 2016-10-07 21:51 | Report Abuse

recent rally of steel price are bad news to OCK,cos about 30-40% of construction cost(to build tower) used for purchase steel,short term cost might rise significantly,better be careful,even long-term prospect remain positive.

Posted by funda > 2016-10-07 22:05 | Report Abuse

Sherlock, global rebar price adi dropping from 2600 to 2300 this few months.

Posted by Flintstones > 2016-10-07 22:43 | Report Abuse

Fair enough

Posted by Gen2 > 2016-10-07 23:00 | Report Abuse

funda, steel tower were constructed mainly by steel I-beams not rebar.

Posted by sosfinance > 2016-10-08 08:59 | Report Abuse

Let the management worry about the steel price. Most businesses are subjected to the price volatility or shortages of raw materials, labour and authorities red tapes.

This may be good opportunity to pick up OCK or the warrants at price similar to this PE before the share price move closer to the intrinsic value. Of course, do your due diligence first.

Posted by sosfinance > 2016-10-10 00:46 | Report Abuse

OCK has met Creador's criterion and so far invested about RM26 million for 3% (about 80sen per share). Do not follow blindly, does OCK met your own criterion? It might not, if you use conventional measurement of ROE, PE, NTA or DY. This is because, the conventional measurements are used on the past record, not the FUTURE deals.

OCK has raised up to RM700m last 24 months, from shareholders, placees, bankers, private equity, JV partners, and other stakeholders. And the return in this investments will take time to realise, starting mainly from FY2017. A more appropriate estimates is to use DCF method, as they have a concessionaire of more than 10 years. So, you can make reference to analyst report as to how much can these deals generate for OCK.

Don't follow blindly. Do your own diligence, as I always said, investment decision should always be INDEPENDENT. Warren Buffett did say "Diversification is protection against ignorance"

Posted by paperplane2016 > 2016-10-15 02:25 | Report Abuse

Ock longterm

Posted by alvinchiam > 2016-10-15 05:06 | Report Abuse

Dear.. no such thing who is super.. super also can... die...u know...? ha ha.. use ur own judgement do ur homework.. nobody born to be smart.. Studied...! ur are the best.. use ur own instinct.. how..??? ha ha.. lets do it...

Posted by sosfinance > 2016-10-15 07:27 | Report Abuse

For those who is hurry to make profit (3-6 months), he or she will likely be disappointed with OCK. The earnings of Myanmar and Vietnam deals is only coming in 2Q17. We can only take a glimpse in Aug 17. Be patient. The returns is worth the wait. UOB said in a sunny day, it is value about RM1.30. I think it should be better than that as the tenancy growth will surprise most.

Posted by comebackisreal > 2016-11-02 04:43 | Report Abuse

Y Ock? Both technical and fundamental not attractive.. I am trapped in this stock. The stock price always pressed down intraday. All candle stick with top long long shadow