【行家论股】OCK集团(OCK,0172,主板电信和媒体股) 电信塔业务钱景佳
分析:肯纳格投行研究
目标价:45仙
最新进展:
OCK集团(OCK,0172,主板电信和媒体股)今年至今,已经拿下1.65亿令吉的电讯塔基建工程,超越了去年全年的1.15亿令吉。
不过,该集团今年至今仅增加持有了400个电讯塔,距离1100个的目标尚有差距。
OCK集团
行家建议:
考虑到建设一个电讯塔只需要3至6个月的时间,而且随着各国经济重开,建筑工程正在加速,我们不担心OCK集团目前落后今年增持电讯塔目标的问题。
该集团在我国的电讯塔出租比例仍低于越南和缅甸,这是因为它是本地市场的“后起之秀”。
不过,该集团150个电讯塔,已经被选为用于支持我国5G通讯,相信出租比例也会有所提高。
我们也继续喜爱OCK集团,越南和缅甸许多郊区仍不在电讯覆盖范围之内,因此拥有大量的发展空间。
印尼计划迁都至加里曼丹,也是该集团的绝佳机会;OCK集团在印尼的电讯塔维修保养业务有着高达45%市占率。
这些电讯塔维修业务,以及电讯塔出租业务,也让该集团拥有至少3个季度的清晰稳定收入来源。
因此,维持OCK集团45仙目标价,以及“超越大市”评级。
OCK集团股价走势
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91ock%E9%9B%86%E5%9B%A2-%E7%94%B5%E4%BF%A1%E5%A1%94%E4%B8%9A%E5%8A%A1%E9%92%B1%E6%99%AF%E4%BD%B3
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