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  SinGor Osk Cannot release results until RHB release First----40% Cash earnings come from RHB dividend 29/11/2024 9:40 AM  FAIRnREASONABLE 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. 29/11/2024 1:37 PM FAIRnREASONABLE 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. 07/12/2024 9:08 AM FAIRnREASONABLE Malacca Securities target price of 2.06 is reasonable and achievable. 07/12/2024 9:10 AM Berlin 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? 09/12/2024 11:21 AM Simonalibaba 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 09/12/2024 9:24 PM ITreeinvestor 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. 16/12/2024 1:37 PM ITreeinvestor It should be value at least PE15 instaed of current PE7. 100% upside potential in near term. 16/12/2024 1:39 PM Berlin 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. 16/12/2024 3:24 PM  sephiroth Osk included in ftse bursa esg index, most probably green unit trust buying 16/12/2024 5:17 PM BudiLee 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 17/12/2024 10:13 PM FAIRnREASONABLE Yesterday's announcement is positive in that the cheap source of funding can enlarge the capital financing and for business acquisitions to enhance profit - "OSK HOLDINGS BERHAD ("OSKH" OR "THE COMPANY") - UPSIZING AND AMENDMENTS TO THE PRINCIPAL TERMS AND CONDITIONS OF OSK RATED BOND SDN. BHD.’S EXISTING ISLAMIC MEDIUM TERM NOTE PROGRAMME (“SUKUK MURABAHAH PROGRAMME”) AND MULTI-CURRENCY MEDIUM TERM NOTES PROGRAMME (“MCMTN PROGRAMME”) WITH A COMBINED LIMIT OF UP TO RM3.5 BILLION (UPSIZED FROM RM2.0 BILLION) (OR ITS EQUIVALENT IN OTHER CURRENCIES) IN AGGREGATE NOMINAL VALUE, GUARANTEED BY OSKH" 24/12/2024 8:18 AM FAIRnREASONABLE PE=7.37, P/NAPS=0.56, DY=4.02, consistently profitable, and growth stock, OSKH is probably still one of the “undiscovered” gems. Can someone please share other stocks with similar impressive fundamental numbers? 24/12/2024 8:29 AM FAIRnREASONABLE The intrinsic value of one OSK stock under the Base Case scenario is 2.72 MYR. Compared to the current market price of 1.74 MYR, OSK Holdings Bhd is Undervalued by 36%. https://www.alphaspread.com/security/klse/osk/summary 24/12/2024 8:56 AM ITreeinvestor UPSIZING A (“SUKUK MURABAHAH PROGRAMME”) LIMIT OF UP TO RM3.5 BILLION (UPSIZED FROM RM2.0 BILLION) 24/12/2024 9:00 AM ITreeinvestor 75% upsizing , why? loan business too hot so need get more fund from sukuk. 24/12/2024 9:01 AM FAIRnREASONABLE Merry Christmas. Alphaspread's calculation of Undervalue from intrinsic value is calculated: (2.72-1.74)/2.72= 36%. Whereas upside from 1.74 to 2.72 is (2.72-1.74)/1.74 = 56%! 25/12/2024 9:39 AM SinGor RHB is expected to arrive RM7.50 in 2025---Osk 10.2% RHB holdings is worth 3 bil ++ which is same as current Price 1.74----so tutup mata calculation also worth RM3.50 25/12/2024 7:15 PM ITreeinvestor 2025 prospect OSK – Firing Up in All Business Segments OSK engaged in property development, financial services, construction, industries and hospitality business. Also, OSK owns 10.27% of RHBBANK, which provides a steady stream of dividend income for its shareholders. OSK to acquire Universal Cable. In Sep-24, OSK has entered into S&P agreements with Universal Cable acquiring 2 manufacturing plants for RM85m (total NBV stood at RM146.0m). Universal Cable primarily manufactures and sells telecommunication and power cables, complementing the existing products portfolio of Olympic Cable (97.47%-indirectly owned), which produces copper, aluminium, fire-resistant, solar DC, fibre optic and transmission cables. All business segments are recovering. We believe after the Covid-19 pandemic, its financial services, hospitality and property developments segments are poised for strong recovery, driving significant growth in 2025. 30/12/2024 10:32 AM ImCK management need keep focus on financing business issue bond to lend out money is good idea another management can think is dividen reinvestment plan help reduce bank borrowing interest loan rate if the bank borrowing is above 6% why not let shareholder take dividen reinvest in company help company save loan interest increase margin 15/02/2025 1:28 PM ImCK dividen reinvestment plan is good for finance company 1) reward to shareholder 2) reinvest money can direct generate profit by lending out the money / save finance cost from high interest rate 15/02/2025 1:29 PM FAIRnREASONABLE Wait till next week for results. Will move decisively if positive surprises in dividends or bonus. 18/02/2025 6:17 PM SinGor OSK will receive RM124.52mil in dividend from RHB Bank----How much OLH will give us this Qr 27/02/2025 1:06 PM Berlin OSK final dividend raised to 5% plus a 1 for 2 bonus issue. The investment in RHB continues to improve year by year. No complaints from me. 27/02/2025 1:37 PM ImCK should adopt dividen reinvestment stragegy let shareholder inject back dividen to support thier finance service business help shareholder lend money out speed up the earning 27/02/2025 1:46 PM FAIRnREASONABLE Record quarterly profit of 7.16 sen, and positive surprises in dividend and bonus! 27/02/2025 2:39 PM troy88 Well done. One of the few resilient and consistent performers in pathetic bursa market 28/02/2025 9:26 AM KingKKK 3 Resilient Stocks That Gained More Than 10% in February 2025, #SUNCON, #ECOWLD, #OSK https://klse.i3investor.com/web/blog/detail/bestStocks/2025-03-01-story-h498649787-3_Resilient_Stocks_That_Gained_More_Than_10_in_February_2025 01/03/2025 9:01 AM KingKKK https://klse.i3investor.com/web/blog/detail/bestStocks/2025-03-06-story-h498674747-OSK_Moderately_Bullish OSK - Moderately Bullish 06/03/2025 10:49 AM FAIRnREASONABLE OSK increased dividend yearly by one sen since FY20, from 4 to 8 sen this year. With bonus share of 1 to 2, the annual dividend will most likely be 6 sen per share for FY25, equivalent to 9 sen per share before bonus. 09/03/2025 8:30 PM trader808 1 In the last two weeks there has been very small daily volume traded for OSK. The bears are resting after a wild rampage following the collapse of DJI owing to tariffs and trade war. There has been relatively small selling interest. 2. You have come a long way and endured a long struggle. Fortunately, the share price has recovered somewhat from its recent low of 154. I believe investors' patient and passion with the counter, endurance and confidence in the fundamental and management of OSK will eventually benefit. 3 Next week on the 14/5/25, company will convene AGM and among many other resolutions is to obtain shareholders' approval for the 5 sen dividend. If you are lucky enough to keep and hold onto the shares until 16th May you will enjoy the lavish dividend. 4. The company will convene EGM immediately following the AGM to obtain shareholders' approval for the corporate exercise of bonus shares. 5. Hence, we believe the dividend and bonus issue could potentially sustain the share price at higher level and stay elevated. 6. OSK will also announce its 1Q result on the last day of MAY 2025. Logically, market expects the result to be comparatively good because nobody in its right minds would announce a poor set of result in conjunction with its bonus issue and handsome dividend. 7. This is my personal opinion and perception of OSK. It is not a recommendation to buy or sell and much less influence your investment strategy and decision. 8. Trade wisely and buy fundamentally good company with sound management for long term value investing. 9. Happy trading 8/5/2025 08/05/2025 11:36 AM SinGor BNM just pump more liquidity into Banks ( 100bp)--expect lower borrowing cost for property developer like OSK 08/05/2025 10:15 PM trader808 1. Fundamentally, OSK has been widely researched and extensively analyzed by several investments banks. HLB has asserted a target price of 2.88 and confidently believe somedays OSK will realize its full potential. Besides , with the improvement in fundamentals and a positive revenue and earning growth in the last few quarters, Malacca Securities has revised upwards its target from1.96 to 2.06. 2 As you may be aware OSK is a well managed company with a remarkable management team and having more than 10% equity stake in RHB bank. It is also active in stock broking, asset management ,property development and investment and lately venture into cable manufacturing to take advantage of the booming in data and digital industry and mushrooming of data centers in Sedenak Johor. 3. A lot has been said about the company fundamentally and really there aren't any much to add. 4 However, technically and basing on the candlesticks chart OSK has advanced to a height of 1.92 in Mar 2025. Since then it experienced a short term down trend to hit an intra day low of 152 and closed the day at 154 on 9th April 2025. 5 Share price has bottom and recovered smoothly, slowly which is encouragingly assuring. Its last done price was 176 and there is huge room for further advancement supported by the forthcoming 5 sen dividend and a 1 for 2 bonus share. 6 GOLDEN CROSS. Technically, the counter has successfully staged a golden cross in which the 9 day moving average line has decisively cross over the from below to above the 26 day moving average line and intercepted at Rm1.68 on 5/5/25. A golden cross is a bullish indicator and hence it the last few days share price has inched upwards with daily closing price settling above both the 9day and 26day average lines. 7.MACD The moving average converging and diverging lines MACD has also crossed over the signal line from below to above on 22/4/2025 . In addition the green histograms are prominently seen above the zero line and expending positively. A green histogram above zero lines indicates positive momentums and hence continuation of advancement in share price in the coming days are reasonably expected. 8. RSI The relative strength index RSI has recovered strongly from its somewhat oversold level at 28 on 9th Apr to its neutral line at 50 on 29/4/25. In the last few days in has made further progress to settle at 61 points. It is believe that the bullish momentums will persist and the RSI will advance towards the oversold level at 80 and stay elevated to reflect the dividends and allotment of bonus shares in the coming months. 9 OBV The on balance volume OBV has improved from 63m shares traded in Feb to 75m shares traded in 1st week of May. A raising OBV indicates strong buying interest and tracks raising share price. 10 In conclusion all the technical indicators MA, MACD, RSI and OBV painted a rosy picture of OSK. This is my personal perception and opinion of the company. 11. It is not a recommendation to buy or sell and much less intended to influence your investment strategy and decision. This is for sharing and learning together. 12. Happy trading 9/5/2025 10/05/2025 4:26 PM trader808 1 Hi Guys if you have endured and persevered, congratulation. Monday 19/5/25 is the ex date for the 5 sen dividend and the payment date is 6th June 2025. Next Monday, the reference price will be adjusted downwards by 5 sen to 175 but the continuous trading price will still be determined by the market forces of demand and supply for the shares. 2 Notice that in the last 30 trading days the daily closing share price has persistently inched up impressively from 155 to the last done price of 180 with intra day high of 183 last Friday 16/5/25. 17/05/2025 9:47 PM trader808 3 Basing on the expanding histogram from the MACD chart and the RSI and OBV, it is high probable that the momentum of rise will persist on and even at an accelerated speed. 4 In the coming days more excitement and rewards are awaiting investors because the company has successfully obtained the shareholders' approval for the issuance of bonus shares. For every 2 existing shares, investors will be rewarded with1 bonus share. 5. It is interesting to note that In the last five trading days the volume traded has increased considerably from 194k to 803k on Tuesday and then from 945k to 1,28m share on Thursday. When market closed on Friday the volume traded was a commendable 1.68m shares. 6There were evidence of strong and fresh buying from investors to take advantage of the 5 sen dividend, the bonus shares and expectation of the announcement of good result at the end of the month. 17/05/2025 9:47 PM trader808 7 With so much positive news going forward, it is difficult to ignore OSK a fundamentally attractive and long term value investing stock. 8 OSK is trading at 180 whereas its NTA is 312. It has issued share capital of 2.095b and at 180 its market capital is 3.772b. The EPS is 25.6sen and it is trading at an undemanding PE multiple of 7x. And that is incredibly low for a company which has an impressively increasing and proven profit track record. The ROE is 8.2%, it has a dividend yield of 4.4% and at 180 it is only trading at 0.58 of its price to book value. 17/05/2025 9:49 PM trader808 9 Perhaps you may have already known, one investment bank has assigned a target price of 288 and the analyst believed the counter is advancing forwards and somedays it will realize its full potential and intrinsic value. 17/05/2025 9:52 PM trader808 10. So capitalize on the good news. Trade with trend and follow the market direction. Happy trading 17/5/2025 17/05/2025 9:58 PM  |
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