As much as I like OCK business fundamental. I can't help to notice it's share price movement and intensive insider selling since 2014. Especially the 63cents Married deal on January 27 with 1.25million share disposed by Director Low Hock Keong. The fishy thing is this happen exactly one month before QR announcement. And have you notice OCK-WA hasn't behave radically with mothershare since it's inception? I have a feeling insider is unloading whatever they have on hand This evening OCK will release QR. It will be ugly.
Thining Margin. From 2012 -10%-7% Declining ROE. From 2012 - 24% to 8%
I'm pointing my concern. you judge yourself. and Becareful.
wuah banyak free meal dapat... as expected 300 mill sales is achieved. But the dividend maybe to please LTAT gua. Myanmar biz expanding very fast now.. steady
and as usual, like UncleZ calls this counter - "old man", always move a tad slower than expected = still got chance to load up lol... market seems to have a selective amnesia, not believing what they see... until the mad semut2 goes in...
look at the revenue. superb. 2012-138mil, 2015 -318mil. Growth stock, for sure. Sam is running on all pistons. tabik. as we expected, OCK closed the year 2015 with outstanding numbers. highest in history thus far. wait till 2020 - when the gains from Myanmar post tower built and ASEAN recurring income kicks in.
i am hepi. got dividen coming :-) holding my shares tight.
zlyc bro, i agree, its probably part of a plan to appease major shareholder, but it also signals to me (kicimai semut shareholder) that Sam wants to reward shareholders for believing in him, in his vision and long term mission :-) I hope our patience and conviction will bear fruit in the near future :-)
The dividend is interim 6 sen if final for the year, compare 2012 to 2013 within 9 months, 5 sen plus 5 sen. This year since profit is good and revenue increase highest so far another 6 sen for final hopefully. LTAT may get institutional buddies to join in the celebrations. There may be good chase up.
Dividend of 6 cents or 0.6 cents doesn't bother me, in fact I am better with zero dividend policy as long as I know that the money is used on better operations. OCK business model is very resilient, and business will definitely become better when economic turns good, its just a matter of time. OCK's move to expand the company during bad economy when raw material prices are low is the best thing to do, and you will happily harvest your padi when the global economy picks up.
Furthermore their operations in Indonesia, Cambodia & Myanmar, fuhhh. Especially Indonesia, things are doing well for them so far, thanks to their new president and a new system. More transparency, more foreign investments, more business for OCK.
LTAT, EPF, Phillip & all other funds are in already, you think they didn't do their homework before investing? I have invested since early 2015, and still holding to it. Investing is never like buying Toto/Magnum 4D, you won't get rich overnight, but if you invest in the right company like OCK, hopefully you and me will be rich for the rest of our lives.
Lincorn, kamu ada silap cakap. I sudah semak dgn pakar saham. 0.6sen bermakna u dpt rm6 untuk setiap 1000unit. Jadi rm60 untuk setiap 10000unit. Dapat lah makan kfc dua tiga kali
Fully support. Gua jual lama punya share settle right issue punya borrowing + trade .. Ini ock style when close at the highest of the day with unusual volume, the next day sure up one..
kan zoom kata zlyc bro ni savvy. bukan sawi ye, savvy. smart investor. settle itu hutang dulu. bagus. zoom tak pinjam duit, so boleh rileks dan steady tunggu.
rupa2nya RHB tulis analysis.... pemangkin la ni.... bagus.. hepi tengok harga pecut..
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....
cocacola
142 posts
Posted by cocacola > 2016-02-26 12:08 | Report Abuse
As much as I like OCK business fundamental. I can't help to notice it's share price movement and intensive insider selling since 2014. Especially the 63cents Married deal on January 27 with 1.25million share disposed by Director Low Hock Keong. The fishy thing is this happen exactly one month before QR announcement. And have you notice OCK-WA hasn't behave radically with mothershare since it's inception? I have a feeling insider is unloading whatever they have on hand This evening OCK will release QR. It will be ugly.
Thining Margin. From 2012 -10%-7%
Declining ROE. From 2012 - 24% to 8%
I'm pointing my concern. you judge yourself. and Becareful.