Posted by pang72 > 2024-03-19 16:43 | Report Abuse

Continue up

Posted by IanQ > 2024-04-05 15:17 | Report Abuse

why is osk up today to 1.52? any news?

Posted by sephiroth > 2024-05-10 13:36 | Report Abuse

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

Posted by troy88 > 2024-05-13 11:31 | Report Abuse

slow and steady..

Posted by Nice149 > 2024-05-13 21:39 | Report Abuse

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.

Posted by DividendGuy67 > 2024-05-13 21:55 | Report Abuse

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.

Posted by DividendGuy67 > 2024-05-13 22:07 | Report Abuse

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.

Posted by DividendGuy67 > 2024-05-13 22:23 | Report Abuse

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!

Posted by DividendGuy67 > 2024-05-13 22:31 | Report Abuse

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.

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 > 2 months ago | Report Abuse

Operator start goreng

Posted by SinGor > 2 months ago | Report Abuse

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

Posted by sephiroth > 2 months ago | Report Abuse

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

Posted by speakup > 2 months ago | Report Abuse

Tell me something new?

Posted by sephiroth > 2 months ago | Report Abuse

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

Posted by XinXin Chan > 2 months ago | Report Abuse

RHBBANK very bullish today!

Posted by SinGor > 3 weeks ago | Report Abuse

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

Posted by FAIRnREASONABLE > 3 weeks 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 > 3 weeks ago | Report Abuse

superb QR

Posted by Noni > 3 weeks ago | Report Abuse

OLH Huat Huat Huat!

Posted by troy88 > 3 weeks ago | Report Abuse

Congrats. Well done OSK

Posted by SinGor > 2 weeks ago | Report Abuse

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

Posted by FAIRnREASONABLE > 2 weeks 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 > 2 weeks ago | Report Abuse

Malacca Securities target price of 2.06 is reasonable and achievable.

Posted by Berlin > 1 week 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 week 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 > 5 days 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 > 5 days ago | Report Abuse

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

Posted by Berlin > 5 days 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 > 5 days ago | Report Abuse

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

Posted by BudiLee > 4 days 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