Investment Theme of OSK Holdings Berhad

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...

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...

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. ...

OSK Holdings Berhad is not quite fashionable as one of the 15 selected conglomerates with top two in dividend yield of 5.32% with best P/E of 5.01 not only could have good yields and very likely with full potential in capital gaining in future waiting ahead. There's no shame in losing money on a stock. Everybody does it.  What is shameful is not to hold on to a stock that obviously provide the best values and yields, or worse, to not buy more of it when it's in dip with the most under value and the fundamentals are improving and businesses are growing. It's a matter with the right timing, this stock price will fly to the sky. Source: The Edge Financial Daily  https://www.theedgemarkets.com/article/investing-conglomerates-not-quite-fashion-could-have-good-yields

From peer comparison of OSK whether with Bursa market overall investment banks/brokers or property industry, OSK is far better in term on PE, Price/NAV and Dividend Yield.  Source: Form BursaMKTPLC Alphaindicator Thomson Reuters Report  Date: 13 September 2019 OSK also performed and score much better for the last six months as compare to Ecoworld, Mahsing or UEMS.   However the OSK market price and volume had been negative returns for the last 1 to 5 years of -4.1% and -35% respectively. Will that mean huge opportunities for OSK to make a positive return soon as the business growth recently??? Source: Form BursaMKTPLC Alphaindicator Thomson Reuters Report  Date: 13 September 2019 Source: Form BursaMKTPLC Alphaindicator Thomson Reuters Report  Date: 13 September 2019 From the indicators of price momentum, valuation, fundamental & risks, OSK had an average high score as compare to many pe...

For the last five years OSK Holdings Berhad stock price had been significantly dropped in reverse of the accumulated value of NTA and business improvements. Also provide relatively decent dividend for the last 10 years but still the market undervalued the stock. Stock price RM 0.945 versus NTA of RM 2.3 NTA (after adjustment*) 2013 - RM 1.79* 2014 - RMr 1.90* (RHB - 9.9%) 2015 - RM 1.97* (OSKP-PJD merger, Bonus issue 1:4, OSK WC issue, RHB - 10.1%) 2016 - RM 2.06* 2017 - RM 2.19 (Bonus issue 1:2) 2018 - RM 2.21 2019 Q1 - RM 2.27 2019 Q2 - RM 2.3 Dividend yields 2013 - 4.55% 2014 - 3.69% 2015 - 12.27% 2016 - 5.36 % 2017 - 5.61% 2018 - 5.18% 2019 YTD - 5.29%  Any comments from any  intelligence investors?

OSK Properties Development is The Highest Growth in Profit After Tax over 3 years Under the Property Sector for Companies with Market Capitalisation Below RM 3 billion. As at 30 June 2019, the Group has unbilled sales of RM1.62 billion. Currently has land bank of 1,722 acres with an estimated GDV of RM 10.60 billion. Existing on-going projects amounting to RM1.68 billion. Will launch 2 new projects with a combined GDV of RM271.57 million in second half of year 2019. Among the project included of :  Partnership with EPF to develop Melbourne project with GDV of RM9.4bil. OSK Property Holdings Bhd is developing Ryan & Miho, with a GDV of RM595 million, on the Redevelopment opportunities in PJ Section 13. In 2019 launched the last phase of its You City development in Cheras 9th mile, with a gross development value of RM 488 mil, You City III.  Award Winning Properties Developer OSK Holdings once again took home The Edge Billion Ringgit Club...

OSK Holdings Berhad had been provided good dividend yields record 2013 - 4.55% 2014 - 3.69% 2015 - 12.27% 2016 - 5.36 % 2017 - 5.61% 2018 - 5.18% 2019 (YTD) * - 5.41% If you hold OSK Holdings Berhad since 2013, you had received of 58 sen per share. 2013 5 sen 2014 7.5 sen 2015 22.5 sen 2016 5 sen 2017 7.5 sen 2018 5.5 sen 2019 5 sen

Regarding OSK Holdings Berhad, there are actually many shareholders who invest. In 2018, there are more than 24 thousand shareholders, 5 major shareholders hold 52%, 892 shareholders hold about 36.9%, and other 20 plus thousand shareholders hold about 11% of the shares. But if you want to invest in OSK, you find that you can't look at OSK with fundamental analysis or technical analysis. Therefore, many "experts" or senior investors are not willing to comment much on this stock, because the OSK's trend is completely unreasonable, it is difficult to say anything of prediction. Another thing is the OSK boss seems to be reluctant to spend a penny on analysts, so there have been no analysis reports for many years. So how do you see the OSK? It’s only the OSK boss who knows himself. If you are an OSK boss, how do you look at the OSK business? Then you have to look at the report. First, what are the cards in the OSK business? Everyone knows that OSK has five cards. The...

A company with a rising net worth, the market value has been falling for five years?  A company with a market share of more than one-tenth of the Industrial Bank alone. A company recognized as having the best retail stockbrokers. An industrial development company recognized to have the best profit growth. One is recognized as one of Forbes' best Asian companies under one billion. The OSK Holdings Berhad market value of RM0.925 is equivalent to RM1.074 (Properties Development) plus RM0.929 (financial and investment services) minus RM0.018 (construction industry) plus RM0.106 (industrial) and RM0.106 (hotel industry ), the net asset value is RM2.27 for Q1 2019. Such a company has not had an analyst report for many years? It seems to have disappeared in the Malaysian stock market. What is the situation?

OSK Holdings reported a second-quarter income of RM336.4 million, with a profit before tax of RM94.27 million, or RM83.50 million or a 33% increase in revenue and pre-tax profit of RM28.30 million. Increase by 43%. NTA Net Asset Value: RM2.30, PE: 4.86. OSK Holdings will leave the money on the table to show off, no one believes? In 2014, when OSK took over OSKP and PJD at a price below market value, minority shareholders had a very poor impression of the board of OSK. Since then, OSK has had a bad reputation for being jealous and unfairly treating to minority shareholders. However, OSK defended by following the rule of the market and explained with so called the long-term prospects of  OSK for shareholders. After the past five years, OSK's market capital has not grown as expected, but it has actually declined. Despite the company's good business performance, the Bonus Issue and Warrant warrants were paid to pay dividends and continue to grow on the business...