Posted by DividendGuy67 > 2024-05-13 22:34 | Report Abuse

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.

Posted by GS > 2024-05-15 06:18 | Report Abuse

MSCI Small Cap May 2024 Index Review

MSCI MALAYSIA INDEX
Additions
MAH SING
OSK

Deletions
ASTRO
MAGNUM
TSH

Posted by troy88 > 2024-05-16 16:34 | Report Abuse

This gem still underrated

Posted by IanQ > 2024-05-16 21:39 | Report Abuse

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

Posted by Nice149 > 2024-05-19 11:58 | Report Abuse

https://theedgemalaysia.com/node/711848

Posted by troy88 > 2024-05-20 09:49 | Report Abuse

Will quietly climb up to RM2 under the radar..

Posted by sephiroth > 2024-05-31 01:31 | Report Abuse

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

Posted by sephiroth > 2024-06-03 13:04 | Report Abuse

Osk n mahsing will be added to Msci Global Small Cap Index as of the close of May 31, 2024

Posted by sephiroth > 2024-06-03 13:05 | Report Abuse

All these counters have big volume traded from 4.50 to 5pm

Posted by Nice149 > 2024-06-08 20:57 | Report Abuse

OSK will benefit from the data centre developments in Malaysia.
2 of the main pillars in OSK biz are cable and IBS.

Posted by speakup > 2024-06-09 09:12 | Report Abuse

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

Posted by DividendGuy67 > 2024-06-09 17:27 | Report Abuse

Hahaha ... apa apa macam ada in this business.

Posted by sephiroth > 2024-08-20 01:22 | Report Abuse

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

Posted by SinGor > 2024-08-24 12:09 | Report Abuse

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

Posted by sephiroth > 2024-08-25 13:14 | Report Abuse

OK thanks

Posted by Dehcomic01 > 2024-08-27 14:25 | Report Abuse

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

Posted by sephiroth > 2024-09-01 11:12 | Report Abuse

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

Posted by sephiroth > 2024-09-01 11:18 | Report Abuse

OSK receive mostly RHB dividend in shares

Posted by sephiroth > 2024-09-09 11:35 | Report Abuse

Fire sale purchase price is always good

Posted by sephiroth > 2024-09-14 12:17 | Report Abuse

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

Posted by sephiroth > 2024-09-24 12:56 | Report Abuse

Operator start goreng

Posted by SinGor > 2024-09-24 18:04 | Report Abuse

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

Posted by sephiroth > 2024-10-06 17:18 | Report Abuse

Most hot money went to hk and china, malaysia mkt screw up big time

Posted by speakup > 2024-10-06 17:26 | Report Abuse

Tell me something new?

Posted by sephiroth > 2024-10-16 19:30 | Report Abuse

Pre budget rally, property, construction (Inta), consumer

Posted by XinXin Chan > 2024-10-17 18:31 | Report Abuse

RHBBANK very bullish today!

Posted by SinGor > 1 month ago | Report Abuse

Osk Cannot release results until RHB release First----40% Cash earnings come from RHB dividend

Posted by FAIRnREASONABLE > 1 month ago | Report Abuse

6.66 cents EPS is impressive. In future Qs, more growth in financial services and cable manufacturing, while other business sectors will also do well. Mah Sing with EPS of 2.35 is trading at 1.69 vs OSK at 1.60, certainly the market has not given fair valuation to OSK yet.

Posted by katara > 1 month ago | Report Abuse

superb QR

Posted by Noni > 1 month ago | Report Abuse

OLH Huat Huat Huat!

Posted by troy88 > 1 month ago | Report Abuse

Congrats. Well done OSK

Posted by SinGor > 1 month ago | Report Abuse

should declare special Dividend before 31Dec ( just reduce 4Q dividend )

Posted by FAIRnREASONABLE > 1 month ago | Report Abuse

Just announced land purchase and recent cable manufacturing plant purchase in Johor are very positive, and will generate more profits from property sector and manufacturing sector. Money lending business is certain to grow rapidly. RHB is stable.
8.00 cent quarterly EPS will be achieved soon. Even with PE of 7, the share price can move above RM2.00 in the near term.

Posted by FAIRnREASONABLE > 1 month ago | Report Abuse

Malacca Securities target price of 2.06 is reasonable and achievable.

Posted by Berlin > 1 month ago | Report Abuse

When you buy OSK, what do you get? A bunch of businesses including banking and financial services, property development, cable manufacturing, hospitality, that appears non-synergistic but has one thing in common. They are largely profitable, some better than others, some growing faster than others but all relatively well run. And OSK pays high and growing dividends from these profits. What's not to like about OSK?

Posted by Simonalibaba > 1 month ago | Report Abuse

Of the 1,023 companies listed on Bursa Malaysia, approximately 30–40 companies consistently generate a net profit of RM500 million or more annually. These companies are primarily concentrated in high-performing sectors like banking, plantations, telecommunications, and energy.

And Osk is one of the top 40 companies that can generate 500 million net profit but was rank 90 in market capitalization
So what does this tell you of the potential of price rerating upwards to 2 or higher

Posted by ITreeinvestor > 1 month ago | Report Abuse

OSK all business segments will be perform much better in 2025.

Property - Massive launch in recent years will bring to profit once their construction catch up which will be next year

Cable - benefit from data center and industrial areas, they are running at full capacity and on going to acquire Universal Cable at 85mil.

Hotel - Hot hotel demand accross entire malaysia.

Finance/Loan - Growing loan porfolio since they get the license to distribute loan to civil servant.

Posted by ITreeinvestor > 1 month ago | Report Abuse

It should be value at least PE15 instaed of current PE7. 100% upside potential in near term.

Posted by Berlin > 1 month ago | Report Abuse

The buying today is persistent but disciplined. Most probably some fund buying with year end approaching and OSK being in MSCI Global Small Cap Index is a pull factor. We may see more fund action in the days to come.

Posted by sephiroth > 1 month ago | Report Abuse

Osk included in ftse bursa esg index, most probably green unit trust buying

Posted by BudiLee > 1 month ago | Report Abuse

OSK will rise higher in the next few days, and it will reach the all time highest , grab some while the price is low now

Posted by FAIRnREASONABLE > 4 weeks ago | Report Abuse

Yesterday's announcement is positive in that the cheap source of funding can enlarge the capital financing and for business acquisitions to enhance profit - "OSK HOLDINGS BERHAD ("OSKH" OR "THE COMPANY")
- UPSIZING AND AMENDMENTS TO THE PRINCIPAL TERMS AND CONDITIONS OF OSK RATED BOND SDN. BHD.’S EXISTING ISLAMIC MEDIUM TERM NOTE PROGRAMME (“SUKUK MURABAHAH PROGRAMME”) AND MULTI-CURRENCY MEDIUM TERM NOTES PROGRAMME (“MCMTN PROGRAMME”) WITH A COMBINED LIMIT OF UP TO RM3.5 BILLION (UPSIZED FROM RM2.0 BILLION) (OR ITS EQUIVALENT IN OTHER CURRENCIES) IN AGGREGATE NOMINAL VALUE, GUARANTEED BY OSKH"

Posted by FAIRnREASONABLE > 4 weeks ago | Report Abuse

Extra RM1.5 Billion upsizing from present RM2 Billion.

Posted by FAIRnREASONABLE > 4 weeks ago | Report Abuse

PE=7.37, P/NAPS=0.56, DY=4.02, consistently profitable, and growth stock, OSKH is probably still one of the “undiscovered” gems. Can someone please share other stocks with similar impressive fundamental numbers?

Posted by FAIRnREASONABLE > 4 weeks ago | Report Abuse

The intrinsic value of one OSK stock under the Base Case scenario is 2.72 MYR. Compared to the current market price of 1.74 MYR, OSK Holdings Bhd is Undervalued by 36%.
https://www.alphaspread.com/security/klse/osk/summary

Posted by ITreeinvestor > 4 weeks ago | Report Abuse

UPSIZING A (“SUKUK MURABAHAH PROGRAMME”) LIMIT OF UP TO RM3.5 BILLION (UPSIZED FROM RM2.0 BILLION)

Posted by ITreeinvestor > 4 weeks ago | Report Abuse

75% upsizing , why? loan business too hot so need get more fund from sukuk.

Posted by FAIRnREASONABLE > 3 weeks ago | Report Abuse

Merry Christmas.
Alphaspread's calculation of Undervalue from intrinsic value is calculated: (2.72-1.74)/2.72= 36%.
Whereas upside from 1.74 to 2.72 is (2.72-1.74)/1.74 = 56%!

Posted by SinGor > 3 weeks ago | Report Abuse

RHB is expected to arrive RM7.50 in 2025---Osk 10.2% RHB holdings is worth 3 bil ++ which is same as
current Price 1.74----so tutup mata calculation also worth RM3.50

Posted by ITreeinvestor > 3 weeks ago | Report Abuse

2025 prospect

OSK – Firing Up in All Business Segments

OSK engaged in property development, financial services, construction, industries and hospitality business. Also, OSK owns 10.27% of RHBBANK, which provides a steady stream of dividend income for its shareholders.

OSK to acquire Universal Cable. In Sep-24, OSK has entered into S&P agreements with Universal Cable acquiring 2 manufacturing plants for RM85m (total NBV stood at RM146.0m). Universal Cable primarily manufactures and sells telecommunication and power cables, complementing the existing products portfolio of Olympic Cable (97.47%-indirectly owned), which produces copper, aluminium, fire-resistant, solar DC, fibre optic and transmission cables.

All business segments are recovering. We believe after the Covid-19 pandemic, its financial services, hospitality and property developments segments are poised for strong recovery, driving significant growth in 2025.