[OCK GROUP BHD：在缅甸，迄今为止，该集团已完成并交付超过870个电信站点，并且仍在推出其目前500多个电信站点的未完成订单，对政府最近宣布于2019年公开招标第三轮500MW大型太阳能项目（估值为20亿令吉）表示乐观]
截至2018年9月30日止的本季度，这集团收入较去年同期下降，主要是由于电信网络服务（“TNS”），绿色能源和电力解决方案和M＆E工程服务的收入贡献减少。
本季度录得的总收入为1.098亿令吉，较上一季度的收入1.155亿令吉较低，主要是由于本季度TNS收入贡献减少所致。
前景：
迄今为止，OCK是马来西亚最大的电信网络服务（“TNS”）提供商和快速发展的区域独立塔公司（“TowerCo”）。尽管处于充满竞争性的电信行业格局，但OCK预计该集团未来将出现正增长轨迹。
OCK对马来西亚行业的展望与其他移动网络运营商（“MNO”）一致，即扩展和升级其4G long-term evolution（“LTE”）网络覆盖范围。该集团也对政府关于实施2019年预算中概述的国家光纤和连接计划的新的方向持乐观态度，以及在各州建立和拥有电信站点的机会。此外，OCK看到来自马来西亚其中一个MNO激进的地域扩张的前景，这将使集团能够建立其发射塔组合。
就管理服务而言，这集团已确定马来西亚的新趋势，即MNO开始将内部管理服务外包给业内的第三方。这对集团来说是积极的，因为他们目前管理着超过28,000个在马来西亚和印尼的电信塔。因此，未来的前景似乎是积极的，因为他们努力保持其作为马来西亚最大的TNS供应商的领导地位。
在缅甸，迄今为止，该集团已完成并交付超过870个电信站点，并且仍在推出其目前500多个电信站点的未完成订单。这集团已与所有四家流动网络营销商（即Telenor Myanmar Limited，Myanmar Posts and Telecommunications, Telecom International Myanmar Company Limited和Ooredoo Myanmar Limited）达成了一项里程碑式的合作伙伴关系。尽管如此，该集团将积极推动建立更多发射塔以满足这个电信市场日益增长的日常数据使用需求。
在越南，集团目前是最大的独立TowerCo，拥有超过2,400个站点。由于Towerco生态系统分散，这集团预见到整合机会。随着市场为推出4G LTE网络做好准备，这个国家的重点将放在新的领域。
迄今为止，集团已建立了超过3,500个发射塔组合。完成未完成订单后，这集团将拥有缅甸，越南及马来西亚超过4,000个地点的发射塔组合。他们的愿望是建立成东盟的TowerCo，因此集团将继续进军东盟地区，以拿到更有价值的电信发射塔。至于这集团的绿色能源业务部门，这集团对政府最近宣布于2019年公开招标第三轮500MW大型太阳能项目（估值为20亿令吉）表示乐观。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.15 in 1 month 5 days, total return is 43.8%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.945 in 6 months 16 days, total return is 18.9%
c) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.17 (dividend RM0.0375) in 3 months 3 days, total return is 16.8%
d) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.985 in 20 days, total return is 15.9%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.09 in 25 days, total return is 13%
我希望将我的策略分享给读者，希望他们在阅读后能够表现出色。我正在使用基本面分析（Fundamental Analysis）：
预计公司每年的增长率必须> 14％
我想说服读者学习基本面分析FA以便能从股市赚钱。
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[OCK GROUP BHD: in Myanmar, to date, the Group has completed and handed over 870 telecommunication sites and is still rolling out its current outstanding orderbook of more than 500 telecommunication sites, optimistic with the recent announcement from the Government to open tender in 2019 for the third round of the 500MW large-scale solar projects worth an estimated value of RM2 billion]
For the current quarter ended 30 September 2018, the Group reported a lower revenue as compared to the corresponding quarter of previous year, mainly due to lower revenue contribution from telecommunication network services (“TNS”), green energy and power solution, and M&E engineering services.
The total revenue of RM109.8 million recorded for the current quarter was lower as compared to the revenue in the preceding quarter of RM115.5 million mainly due to lower revenue contribution from TNS in current quarter.
Prospects:
To date, OCK is the largest Telecommunication Network Services (“TNS”) provider in Malaysia and a rapidly-growing regional independent Tower Company (“TowerCo”). Despite a competitive telecommunication (“telco”) industry landscape, OCK is expecting a positive growth trajectory for the Group going forward.
OCK’s outlook on the industry in Malaysia is in line with the rest of the Mobile Network Operators (“MNOs”) and that is to expand and upgrade their 4G long-term evolution (“LTE”) network coverage. The Group is also optimistic about the new direction taken by the Government with regards to the implementation of the National Fiber Optic and Connectivity Plan outlined in Budget 2019, as well as opportunities to build and own telecommunication sites in various states. In addition, OCK sees prospects from an aggressive geographical expansion from one of the MNOs in Malaysia, which will allow the Group to build its tower portfolio.
Where managed services are concerned, the Group has identified a new trend in Malaysia, where MNOs are starting to outsource internal managed services to third parties in the industry. This is positive for the Group since they currently manage more than 28,000 telco sites in Malaysia and Indonesia. As such, the prospects going forward seems positive, as they strive to maintain their leadership position as the largest TNS provider in Malaysia.
In Myanmar, to date, the Group has completed and handed over 870 telecommunication sites and is still rolling out its current outstanding orderbook of more than 500 telecommunication sites. The Group has achieved a milestone of securing built-to-suit and co-location contracts with all four MNOs, namely Telenor Myanmar Limited, Myanmar Posts and Telecommunications, Telecom International Myanmar Company Limited and Ooredoo Myanmar Limited. That said, the Group will be aggressive in its initiatives to build more sites to cater to the growing demand of daily data usage in this greenfield telecommunication market.
In Vietnam, the Group is currently the largest independent TowerCo, owning more than 2,400 sites. As the Towerco ecosystem is fragmented, the Group foresees consolidation opportunities. The focus in this country will be on both brown and greenfield opportunities as the market gears up for the rolling out of 4G LTE network.
To date, The Group has built a tower portfolio of more than 3,500. Upon the completion of the outstanding order book, the Group will own a tower portfolio of more than 4,000 sites across Myanmar, Vietnam and Malaysia. In their aspirations to build an Asean TowerCo, the Group will continue to venture into the Asean region to secure more valuable telco sites. As for the Group’s Green Energy business segment, the Group is optimistic with the recent announcement from the Government to open tender in 2019 for the third round of the 500MW large-scale solar projects worth an estimated value of RM2 billion.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.15 in 1 month 5 days, total return is 43.8%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.945 in 6 months 16 days, total return is 18.9%
c) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.17 (dividend RM0.0375) in 3 months 3 days, total return is 16.8%
d) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.985 in 20 days, total return is 15.9%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.09 in 25 days, total return is 13%
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:
the forecasted growth of a company must > 14% per year
I wish to convince readers to learn FA in order to make money from stock market.
I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/
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James Ng
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