[OCK GROUP BHD：在缅甸，迄今为止，该集团已完成并移交了969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；这集团对政府近期宣布第三轮500兆瓦大型太阳能项目的公开招标表示乐观，估值约为20亿令吉]
截至2019年6月30日止的本季度，这集团报告的收入较去年同期增加，主要是由于M＆E Engineering Services的收入贡献增加。
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。该集团也对该公司所采取的新方向持乐观态度，因政府在实施2019年预算中概述的国家光纤和连接计划，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家MNO的激进地域扩张的前景，这将使集团能够建立其发射塔组合。
在马来西亚，集团目前拥有超过424个发射塔，并且正在迅速进行扩张，以在主要移动网络运营商的支持下增加其发射塔的所有权。在缅甸，迄今为止，该集团已完成并移交了969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及Ooredoo Myanmar Limited）达成了一项里程碑式的保证定制和共址合约。尽管如此，这集团将积极推动建立更多网站，以满足这个greenfield电信市场日益增长的日常数据使用需求。
James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.67 (dividend RM0.025) in 1 year 1 month, total return is 137.1%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 2 months 11 days, total return is 81.1%
c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 8 months 27 days, total return is 61.3%
d) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.07) in 9 months 25 days, total return is 35.4%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.36 (dividend RM0.1875) in 10 months 29 days, total return is 34.8%
f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.765 in 7 months 23 days, total return is 33%
g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.04 (dividends RM0.063) in 11 months 5 days, total return is 32.3%
h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 (dividend RM0.008) in 8 months 20 days, total return is 31.4%
i) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.27 in 3 months 10 days, total return is 22.1%
j) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.02 (dividend RM0.01) in 3 months 9 days, total return is 21.6%
k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.37 (dividends RM0.084) in 1 Year 1 month 14 days, total return is 12.5%
l) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.52 (dividends RM0.04) in 11 months 12 days, total return is 9.1%
m) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.49 (dividends RM0.0225) in 11 months 20 days, total return is 3.5%
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[OCK GROUP BHD: In Myanmar, to date, the Group has completed and handed over 969 telecommunication sites and is still rolling out its current outstanding orderbook of more than 500 telecommunication sites; the Group is optimistic with the recent announcement from the government to open tender for the third round of the 500MW largescale solar projects worth an estimated value of RM2 billion]
For the current quarter ended 30 June 2019, the Group reported a higher revenue as compared to the corresponding quarter of previous year, mainly due to higher revenue contribution from M&E Engineering Services.
The total revenue of RM115.8 million recorded for the current quarter was higher as compared to the revenue in the preceding quarter of RM103.5 million mainly due to higher revenue contribution from Telecommunication Network Services (“TNS”) and M&E Engineering Services in current quarter.
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 regard to 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 MNO in Malaysia, which will allow the Group to build its tower portfolio.
Where managed services is 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 Malaysia, the Group currently owns in excess of 424 Towers and is rapidly undergoing expansion to increase its tower ownership with support from major MNOs. In Myanmar, to date, the Group has completed and handed over 969 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 2,673 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 4,000. In 2019, the group is on track to be an independent tower portfolio of more than sites across Malaysia, Myanmar, and Vietnam. 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 for the third round of the 500MW largescale solar projects worth an estimated value of RM2 billion.
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the forecasted growth of a company must > 14% per year
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