yeah. Solar costs are generally minimal. Single digits of the revenue generated. Hopefully those companies have minimal expenses in them , leasing, borrowing , admin....
OCK needs a good "psychiatrist" instead of a "surgeon" as it is nothing wrong "physically" but a "perception" issue. Hope this unhealthy debt "perception" will be removed once an for all when the private equity unlock some of the value in the towerco biz. Management speed of execution will determine with OCK's fundamental and stock performance.
@myinvestor, Substantial Shareholders (extracted from Annual Report 2018) As per the Register of Substantial Shareholders Shareholdings Name of Directors Direct % Indirect % Aliran Armada Sdn. Bhd. 244,415,950 28.045 – – Lembaga Tabung Angkatan Tentera 107,893,425 12.380 – – Employees Provident Fund Board 62,146,800 7.131 – – Ooi Chin Khoon 195,000 0.022
Your list, shows Aliran has 330.177m, an increase of 85.8m shares
consensus vs actual, PATMI 29.9m vs 28.1m, EBITDA 114m vs 135m, PBV = 1.1 vs 1.1. Only EBITDA did better than consensus. EBITDA is important because big chunk of it is towerco, which the value depends on the size of EBITDA, which OCK trying to unlock. The question is when?
@slee, profit up about 17%. (MI Tech, PAT improved 34%, share price after announcement went up from RM2.00 to RM3.10, about 55%). Consider not bad as last 3 years before FYE19 is flat. Problem with company with capital intensive stocks, profit will only move after most of the loan is repaid.
However, the only silver lining is the EBITDA is impressive, far higher than the research house estimate.
If this happen, it will be a game changer, RHB did mentioned it can raise about RM150m-RM300m depending on the valuation. This will quicken the expansion plan in Myanmar and Vietnam, and improve earnings significantly.
Covid-19 and politician unstable make economy slown down fundamental company metamorphism ,expect local and foreign funds money would not flow in big cap and mid cap stock because everybody scare buy high losses money . In this few month expect Funds manager money would flow out in bigcap and midcap stocks and will short selling midcap stocks for make money so now no prospects cannot buy and hold . market stock RM5.00 drop to RM 2.00 ,followed RM2.00 drop RM1.00,followed RM1.00 drop to 50 cent,followed 50 cent drop to 20cent ,followed 20 cent drop to 10cent ,followed 10cent drop to bottom. This is a opportunity markets money no longer will flows in cheaper stocks sharks will goreng lows price stock at bottom..
Aiyo OCK= gg 100% loses, support you until now ! 5g theme your peer up, you keep relax relax and relax. Private placement, show something to shareholder leh..
ya lor.... hai hai... why my sam ooi and his aliran armada no do anything. or even the guys who have that 10% holding from the private placement... (they came in at RM0.60 , and now stock price below RM0.50)
say only la. that time say what benefit also same story only. Can up meh? good benefit what also, remmeber must benefit to shareholder. Like that how oh. do warrant right issue. will feel not secure
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....
ttt
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Posted by ttt > 2020-02-18 09:20 | Report Abuse
yeah. Solar costs are generally minimal. Single digits of the revenue generated. Hopefully those companies have minimal expenses in them , leasing, borrowing , admin....
Lets pray for a great Q4