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OSK HOLDINGS BERHAD ANNUAL REPORT 2019 REVIEWS: During COVID-19 pandemic: short term obviously are tough times, but Will it Better For The Long Term?

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During COVID-19 pandemic: short term obviously are tough times, but will it better for the long term? The core PBT compound annual growth rate of 18% for the five years trend from year 2015 to 2019. These excludes the one-time disposal transaction gain of the group. However, how much will the current economic situation will impacts to overall business of OSK in 2020? There are no analysts report for this stock in which investors can refer to, the alphaindicator research report on May 19, 2020 score for OSK Holdings reached its 3-year high of 10 this week. OSK is currently among an exclusive group of 49 stocks awarded by Refinitiv alphaindicator highest score of 10. The recent change in the Average Score was primarily due to an improvement in the Price Momentum component score. The Fundamental Rating for OSK Holdings improved significantly over the last quarter from 5 to 8. The current rating is considerably more bullish than the Real Estate Operations industry group average of 5.0. The...
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Key Takeaways of the recent OSK Holdings Share Buybacks

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A share repurchase is a transaction whereby a company buys back its own shares from the marketplace. It's a way for companies to return value to shareholders on top of dividends. The Shareholders of OSK Holdings, by a special resolution passed at the Extraordinary General Meeting held on 18 December 2000, approved OSK Holdings’ plan to repurchase its own ordinary shares. The Company has annually obtained the approval of the Shareholders to repurchase its own ordinary shares not exceed 10 percent of the total number of issued, or an amount not exceeding the Company’s retained profits. The shares purchased may be retained as treasury shares, cancel/resell, or distribute as dividend. From the share buybacks records of OSK Holdings in the annual report: From the recent share buybacks of 14/1/2020: Buyback yield is the net repurchase of shares outstanding over the market capital of the company. It is a measure of shareholder return. Although that the tota...
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Year End Performance Review & Assessment of OSK Holdings Berhad

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Most investors focus on the value of market capital gains and dividend distributions. Let start with stock price of OSK, overall price momentum 1 year return of 3.9% uptrend. Also with payout dividend of 5 sen which was dividend yield of 5.4% in 2019. Many however think this is not enough. The next question is what will be the outlook of OSK in 2020? Let's review the trends were reported in the news in 2019 on OSK whether are more positive, neutral or negative. News in 2019 + = Positive OSK's Luminari completed 10 months early OSK 3Q net profit surges 69.4%, driven by property, financial services ops OSK's 2Q net profit jumps 50%, declares 2 sen dividend OSK posts stronger 1Q on higher property, financial services contributions Untung bersih OSK RM346.05 juta 0 = Neutral Johan to sell land to OSK unit for RM127 mil HR Asia Announces Malaysia's Best Companies to Work for in Asia Hilton to Enter Damai Laut with Debut of DoubleTree by H...
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Who is fast first to get it? Siapa cepat dia dapat?

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At the end of the year, most of the properties companies in Malaysia busies with home ownership campaign including OSK properties with " Siapa cepat dia dapat " (who is fast first to get it ) campaign. The Home Ownership Campaign (HOC)  is a government initiative designed to support home buyers looking to purchasing property. At the same time, it's also to encourage the sales of unsold properties in Malaysia’s housing market. The campaign was targeted to run from 1 January 2019 through to 30 June 2019, but it was recently announced by the Housing and Local Government Minister that it would be extended to 31 December 2019. At the end of the year,  also normally most investors are reviewed their investment portfolio. I think it's also for 19,220 shareholders of OSK holdings to know how well is OSK Holdings doing. If we just reviewed the trend of the stock price of OSK Holdings for the last few's year, it had been flatted below RM 1 after it's dropped since ...
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Will OSK Holdings Meet the Criteria of Warren Buffet's Value Investing?

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One of Warren Buffet's most famous sayings is " Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1." Another one is "If the business does well, the stock eventually follows." The third is "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." So how can he tell us to never lose money? Buffett invests only in companies he thoroughly researches and understands. He doesn't go into an investment prepared to lose, and neither should you. There is never any complete protection from this happening. It happens to the best of us but the trick is to try to minimize your loses and protect yourself by giving yourself a margin of safety. A margin of safety is principle of investing that in which you the investor will only purchase a stock if it is below its intrinsic value. Warren Buffett used to insist on a 50% margin of safety when he was purchasing stocks. Next question. What...
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What Price Should OSK Holdings Worthy of?

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What price should OSK Holding Berhad worthy of? Because there are no guidance reports from any analysts, let do some simple mathematics calculation. Based on the market price of cause it's just RM 0.955 per share of market cap of about RM 2 billions with a price earning ratio PE of 5.13 and NTA of RM 2.3. It's seem to be a very simple mathematics right? But what if there are some third parties or capital investment companies today announce that they want to have full acquisition of the whole business of OSK Holdings Berhad and making it private.  Then, at what price should OSK Holding Berhad worthy of? um The third parties willingness to pay a full acquisition offer of premium offer price or more than 150% of the market price of RM 1.50 per share of about a capital purchased RM 3 billions cash to own the whole OSK businesses. Are you willing to accept the deal? Is the offer price reasonable or fair? How about whether the major shareholders willing to sell at this...
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Will OSK Partnership with Marubeni Success in Entering the Field of Solar Power Generation?

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Why are there so many listed companies want  to involve in solar power generation recently? The reason is of course the technology, cost, profitability and government policy impact of solar power generation. Global power generation trends focus on environmental protection and cost, so renewable energy is imperative. Malaysia is a country with four seasons like summer, and it is most suitable for developing solar power. If the government wants to reach the 20% target of renewable energy in 2025, it will need to invest about RM 33 billion. Putrajaya called for bids for an estimated RM2 billion worth of projects under LSS3 to increase electricity generation from renewable energy. According to Energy, Technology, Science, Climate Change and Environment Minister Yeo Bee Yin, it is an open tender and whoever give the lowest price for the first 500 megawatts (MW) and having passed all the required financial and technical qualifications will be the winner of the bidding exercise. ...
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