Posted by AdCool > May 26, 2016 03:29 PM | Report Abuse Esos again??? Those bosses really buying real dirt cheap for OKA.
My point of view on the Esos is to make executive pay a help, not a hindrance.
Many companies,especially the big ones, talk a lot about aligning executive pay with performance, but the connection is always weak.
What I think the case of Oka is a broad economic reset,it offers an excellence opportunity to make the game more serious in a way that they will embrace because it holds the potential for significant personal gain.
The management teams have a substantial amount of their personal money in this ESOS,it make a huge difference when they show up for work.They have an ownership mentality rather than a corporate mentality. "We are the owners,we fight harder for targets, fight harder to see where else we can ho stretch ourself more".
The big opportunity presented by the tough time,at least in the early days,stock prices msy be deeply depressed;if ever a company were to offer management teams ,that ESOS options that would be the moment.
The ESOS in the big company reflect the fortunes of the overall corporate, not the performance of the specific business that the management team are running.The executives typically award those options on top of already substantial pay packages such as remuneration fees, giving executives much to gain but little to lose.
What I am viewing those options in the small company such as OKA, can bring two immediate effects which resulting difference in behaviors are clear. Firstly they have a very different discipline in how they spend money,their mindset will be "if it doesn't grow the business, why would you do it?".
Another effect that the people will going to just try harder.The behavior is exactly what all companies need in a downturn economic environment.
But I am not selling this dragon yet.. Invest in a sleeping dragon, when he wake up, i plan to ride this dragon for another 1 year because I think many highway need OKA
Testing 1.22 as expected. But today testing slightly higher at 1.25. This shows that the Horse (OKA) doesn't want to stay at this range anymore. The rope seems to be broken anytime sooner. Are you ready?
OKA definitely benefit from HSR project. Even if we omit this project, the highways project (pan borneo), LRT etc... also give OKA a good sales/order... It's a real GEM. Will grow steadily !!!
well they had a stock split and a bonus issue in the space of 6 months. Well that cooked up the share price and hence the PE went ballooned up. so it got corrected back to original path after the bonus issue. I do agree on the cut loss stuff as protecting capital is extremely important. =)
Not even need to cook up the price - as long as you accumulate at this time (pull back) and price maintain stable, the split and dividend will just push your average price down. Free gift :)
I have a lot if these since 0.80 and added more at 1.00.. one of the main stay of my portfolio :D I really like this management and the investors here.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Justin Si
56 posts
Posted by Justin Si > 2016-07-12 21:24 | Report Abuse
Why the management keep disposal the share?
Good or bad?