【OKA 7140 交流专区】OKA机构

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2015	30 Jun 2014	30 Jun 2015	30 Jun 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	36,921	39,257	36,921	39,257
2	Profit/(loss) before tax	4,914	4,404	4,914	4,404
3	Profit/(loss) for the period	3,576	3,063	3,576	3,063
4	Profit/(loss) attributable to ordinary equity holders of the parent	3,576	3,063	3,576	3,063
5	Basic earnings/(loss) per share (Subunit)	2.30	1.97	2.30	1.97
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.8100		0.7800

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2015	30 Sep 2014	30 Sep 2015	30 Sep 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	37,555	41,650	74,476	80,907
2	Profit/(loss) before tax	8,502	6,863	13,415	11,267
3	Profit/(loss) for the period	6,213	5,051	9,788	8,113
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,213	5,051	9,788	8,113
5	Basic earnings/(loss) per share (Subunit)	3.99	3.24	6.29	5.21
6	Proposed/Declared dividend per share (Subunit)	1.50	0.00	1.50	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.8500		0.7800

icy97

Type	Announcement
Subject	OTHERS
Description	Proposed Declaration of Single-Tier Interim Dividend for the financial year ending 31 March 2016
The Board of Directors of OKA Corporation Bhd has, on 23 November 2015, declared a Single-Tier Interim Dividend of 3% or 1.5 sen per share on every share of RM0.50 each for the financial year ending 31 March 2016. However the entitlement and payment dates of the aforesaid Dividend have yet to be finalized at the moment. A further announcement will be made at a later date upon finalization of the entitlement and payment dates of the above. This announcement is dated 23 November 2015

icy97

OKA CORPORATION BHD

EX-date	04 Feb 2016
Entitlement date	10 Feb 2016
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Single-tier interim dividend of 1.5 sen per ordinary share of RM0.50 each in respect of the financial year ending 31 March 2016
Period of interest payment	to
Financial Year End	31 Mar 2016
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	Tricor  Investor Services Sdn Bhd41, Jalan Medan Ipoh 6Bandar Baru Medan Ipoh31400 Ipoh Perak Darul RidzuanTel:05-5451222Fax:05-5459222
Payment date	22 Feb 2016
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	10 Feb 2016
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0150
Par Value	Malaysian Ringgit (MYR) 0.500

APULA

兴业研究： 危机中找投资机会 股海5小遗珠逆市亮点
财经新闻 财经  2016-01-26 10:10
http://www.nanyang.com/node/745587?tid=462

OKA机构（OKA，7140）
赚幅升至13.1%

预制混凝土产品生产商OKA机构，受惠于西海岸大道（WCE）工程，且有机会获得防洪项目。

半年净利超预期

OKA机构2016财年首半年净利超越预期，且有较多高赚幅产品，而净利赚幅提高至13.1%。

目前，该公司合理估值为2016年本益比10倍，中小型建筑股在介于10至14倍之间交易。

独家报道：姚思敏

icy97

OKA CORPORATION BHD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?	No
Types of corporate proposal	ESOS
Details of corporate proposal	Executives Share Option Scheme
No. of shares issued under this corporate proposal	2,310,500
Issue price per share ($$)	Malaysian Ringgit (MYR)   0.8600
Par Value ($$)	Malaysian Ringgit (MYR)   0.500
Latest issued and paid up share capital after the above corporate proposal in the following
Units	158,068,500
Currency	Malaysian Ringgit (MYR) 79,034,250.000
Listing Date	28 Jan 2016

APULA

7140    OKA    OKA CORPORATION BHD

Quarterly rpt on consolidated results for the financial period ended 31/12/2015

Quarter: 3rd Quarter Financial Year End: 31/03/2016 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 31/12/2015 31/12/2014 31/12/2015 31/12/2014 RM '000 RM '000 RM '000 RM '000 1 Revenue 37,716 38,881 112,192 119,788 2 Profit/Loss Before Tax 7,040 7,165 20,455 18,432 3 Profit/(loss) attributable to ordinary equity holders of the parent 5,327 5,200 15,115 13,313 4 Net Profit/Loss For The Period 5,327 5,200 15,115 13,313 5 Basic Earnings/Loss Per Shares (sen) 3.42 3.34 9.70 8.55 6 Dividend Per Share (sen) 0.00 0.00 0.00 0.00 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 0.8500 0.7800

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2016	31 Mar 2015	31 Mar 2016	31 Mar 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	40,662	43,476	152,854	163,264
2	Profit/(loss) before tax	6,572	2,187	27,028	20,618
3	Profit/(loss) for the period	5,551	1,646	20,667	14,959
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,551	1,646	20,667	14,959
5	Basic earnings/(loss) per share (Subunit)	3.51	1.08	13.07	9.80
6	Proposed/Declared dividend per share (Subunit)	3.50	3.00	5.00	4.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.8700		0.7800

icy97

Type	Announcement
Subject	OTHERS
Description	Proposed final single-tier dividend of 7% or 3.5 sen per share in respect of  the financial year ended 31 March 2016
The Board of Directors of OKA Corporation Bhd is pleased to propose a final single-tier dividend of 7% or 3.5 sen per share in respect of the financial year ended 31 March 2016 subject to shareholders' approval at the forthcoming Annual General Meeting.  The book closure date and payment date will be announced at a later date. This announcement is dated 27 May 2016

Tony-Pua

7140    OKA    OKA CORPORATION BHD

Final Single Tier Dividend 7% or 3.5 Sen

Entitlement Details: A FINAL SINGLE-TIER DIVIDEND OF 7% OR 3.5 SEN PER ORDINARY SHARE OF RM0.50 EACH IN RESPECT OF THE FINANCIAL YEAR ENDED 31 MARCH 2016 Entitlement Type: Final Dividend Entitlement Date and Time: 04/11/2016  04:00 PM Year Ending/Period Ending/Ended Date: 31/03/2016 EX Date: 02/11/2016 To SCANS Date: Payment Date: 18/11/2016

哭哭鸟

Tony-Pua

哭哭鸟 发表于 31-7-2016 02:34 AM

2003年 IPO 1000unit = 现在的 3750unit...........拿了15次股息

Tony-Pua

7140    OKA    OKA CORPORATION BHD

Quarterly rpt on consolidated results for the financial period ended 30/06/2016

Quarter: 1st Quarter Financial Year End: 31/03/2017 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 30/06/2016 30/06/2015 30/06/2016 30/06/2015 RM '000 RM '000 RM '000 RM '000 1 Revenue 45,959 36,921 45,959 36,921 2 Profit/Loss Before Tax 7,329 4,914 7,329 4,914 3 Profit/(loss) attributable to ordinary equity holders of the parent 5,015 3,576 5,015 3,576 4 Net Profit/Loss For The Period 5,015 3,576 5,015 3,576 5 Basic Earnings/Loss Per Shares (sen) 3.16 2.30 3.16 2.30 6 Dividend Per Share (sen) 0.00 0.00 0.00 0.00 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 0.9000 0.8700

icy97

買進券商心頭好‧建築需求看漲將受惠 OKA財測目標價上調

2016年9月07日

券商：興業證券研究
合理價：1.45令吉

近期宣布的國內大型基建工程將提振建材需求，相信OKA（OKA，7140，主要板工業）在西馬的預製混凝土產品市場具優勢，可從需求成長中受惠。

OKA管理層指出，產品交付動力在過去幾個月持續攀升，我們相信這股動力可在中期內持續，並由強勁的建築領域推動。

同時，該公司料不斷多元化產品類別以及合理化成本，以提高整體競爭力，抵抗任何源自高原料和勞工成本的下行風險。

因產量和賺幅預測上調，我們也將OKA于2017至2019財年的盈利預測上修9.9%到10.6%之間。

該公司面對主要的下行風險包括國內建築活動顯著放緩、高賺幅產品銷量低于預期以及投入成本增加。

另外，該公司2017財年首季核心盈利按年起40.2%至500萬令吉，稍高于預期，相信是整體銷量攀升貢獻。

隨著對OKA的盈利預測作出調整，我們將該股的目標價從1.32令吉上調至1.45令吉，仍維持“買進”評級。【中国报财经】

哭哭鸟

7140 OKA机构 《OKA：终于还清债务了，无债一身轻》
2016年10月9日星期日
http://investmentkai.blogspot.my/2016/10/7140-oka-oka.html

OKA成立于1981年，主要生产和售卖的预制混凝土产品，在大马也算是一间数一数二的预制混凝土制造商，产品详情可见下图（因为有很多复杂的预制混凝土，我们就叫它Pipe吧XD）。另外，因为公司主要是提供各式各样的pipe，所以通常很多工程都牵连到OKA。各工程的例子有路旁的排水及排污、建筑、高速公路、桥、码头和其他基础建设工程。

OKA是在2002年上市于创业板，然后在2003年转去主板了，短短一年就转板了，看起来管理层蛮有料的。目前大股东王先生已掌握了公司50%+的股权。OKA目前经营6间工厂，各工厂的建设位置都非常好，看起来是为了完完全全开拓西马的市场，不过看起来比较像垄断西马的pipe市场XD

介绍完公司的背景后，接下来还是老规矩看看公司近5年的业绩。呃。。。从左边看去右边明显是uptrend，不过是在净利方面罢了。公司的销售在2015年达高峰后，2016年就下滑些许了。虽然最新一年的销售不比上年好，不过OKA的净利还一直在率创高峰，不让股东们失望。另一方面，销售下降的同时净利上升，其中一个因素是业务消费下降了，这对公司是一件好事。

接下来就看看OKA的CASH情况是好是坏，上图褐色的部分是现金，然后粉色的是借款。OKA的借款每年都在下降，而且在最新的2016年业绩里的借款是零的！管理层一直都非常努力地在还债务和累积现金存款，同时管理层也成功把2015年的现金大大提升4倍，目前累积的现金大约有3千万左右。

老实说，业绩和现金负债比例互相比较的话，凯个人比较注重现金负债比例这一项，最好是零负债或有举动积极还债的公司。虽然业绩的起起落落会影响股价，也因此会让股价上上下下。不过投资本来就要反向投资，也就是股价跌的时候买进你所相信的公司。同时业绩也会被大势所影响，所以还是公司的手握现金最实在。毕竟考虑到最差的情况经济萧条时，你的公司还会派你股息或者善用所累积的现金来保持业务平稳成长。

好了，继续说OKA，好像离题了。OKA努力还债这一特征有点像HEVEA，两者都是从一间高债务的公司跃升为一间零债务的公司（HEVEA目前还没零债务）。两间公司管理层的经营方式也有点一样，都不知道是不是亲戚关系呢XD

接下来看看毛利和净利率，上图一样明显可见两者都是处于uptrend。最新的2016年业绩同时也刷新最高记录，毛利率达到23%而净利率达到13%。这成绩算是及格了，平均RM 100的生意就有RM13入口袋了，看来这行的生意是蛮好做的XD

新高的23%毛利率和13%的净利率可见得管理层把营业消费控制得不错，可能是怕错误重蹈覆辙。仔细看了上图OKA这几年的季度报告，OKA每一季的表现都比去年同季表现得好，就唯独有一次去年第四季的报告大跌眼镜。当时的销售是上升了16%不过净利就大跌了81%！原因出在营业消费（Operating expense）这项控制得不好，单单消费这一项就占了销售的96%，而且当时的净利率就只有区区的2%。

接下来看看OKA近几年所派的股息。嗯，每一年都有拿股息回馈股东而且股息每一年都有在提升（除了2014年）。OKA近5年的周息率都有高过基本条件的3%以上，不过这个周息率的trend怎么看起来是个下势呢，DY一年比一年低。这是因为股价的上升幅度比公司派的股息上升幅度来得高。

话说如此，公司派息的幅度也渐渐上升了，公司上市以来都是每一年只是派一次股息，不过在近两年好像换了style。2015年一共派了两次股息，当中包括了特别股息；2016年也派了两次股息，这次虽然没有特别股息，不过总股息都比2015年来得高。依照OKA近两年的年头和年尾派股息的习惯，那么下次的派息就是在2月或3月了，猜测股息应该会有1.5仙，想收股息的股友们不妨可以留意一下了哦XD 另外，温馨提示OKA年尾的3.5仙股息在11月2号 Ex-Date哦。

最后，凯个人OKA的财务状况完全不是个问题，毕竟没了负债这颗大石头。没了负债，一身轻，接下来要看看OKA的管理层怎样善用现金来发展业务了。另外，个人觉得OKA目前可能存在一个风险，那就是近来钢铁价的飙升，OKA所生产的pipe材料当中有包括钢铁，所以多多少会影响OKA一点点XD 然后GENSTEEL网站作出了这样的statement：

“The steel industry has been in decline, but many experts are pointing to 2015 as a bottoming- out point in steel prices. Experts are predicting a significant rebound in 2016 and a return to the higher prices seen at the beginning of the decade.”

“Both worldsteel.org and knoema.com predict steel demand rising 1.4% in 2016 with forecasts showing strong upward pricing pressures through 2019 in global steel commodity prices:”

呃。。。有专业的网站预测钢铁价会在未来有上升的空间，因为钢铁加已在去年触底，触了底部当然就是反弹了，这是经济学里一个很普遍的循环。预测归预测，永远都赶不上变化，市场上有太多种种联系在一起的因素，凯通常都不理太多，让它顺其自然就好XD

又到文章的尾声了，是时候说拜拜了XD 老规矩附上功课图:

本文只供参考。共勉之。

shark_fin

OKA 又來到一個重要的黃金交叉點, 從技術角度來看, 即將有一波上升動力

Tony-Pua

shark_fin 发表于 16-10-2016 01:04 PM
OKA 又來到一個重要的黃金交叉點, 從技術角度來看, 即將有一波上升動力

哦。。。

icy97

Type	Announcement
Subject	OTHERS
Description	OKA Corporation Bhd - Incorporation of a Subsidiary
1.  INTRODUCTION Pursuant to Paragraph 9.19(23) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, OKA Corporation Bhd (“OKA” or “Company”) wishes to announce the incorporation of OKA Steel Sdn Bhd (1205546-U) (“OS”), a subsidiary of OKA on 17 October 2016. 2.  INFORMATION ON OS The authorized capital of OS is RM400,000.00 divided into 400,000 ordinary shares of RM1.00 each whilst its paid-up capital is RM3.00 divided into 3 ordinary shares of RM1.00 each and the shares are held by OKA Concrete Industries Sdn Bhd, a 100% wholly owned subsidiary of the Company. The intended principal activities of OS are the production of steel products, not limited to hard drawn wire, straight bars, wire mesh. 3.  FINANCIAL EFFECTS The incorporation of OS will not have any effect on the issued and paid-up share capital and substantial shareholders’ shareholdings of the Company.  The incorporation of OS is not expected to have any material impact on the earnings per share or net assets of the OKA Group for the financial year ending 31 March 2017. 4.  INTEREST OF DIRECTORS AND/OR SUBSTANTIAL SHAREHOLDERS AND/OR PERSONS CONNECTED TO THEM None of the Directors, major shareholders and/or persons connected with them has any interest, direct or indirect, in the incorporation. 5.  APPROVAL REQUIRED The incorporation does not require approval from the shareholders of the Company and any other relevant authorities. This announcement id dated 24 October 2016

Tony-Pua

7140    OKA    OKA CORPORATION BHD

Quarterly rpt on consolidated results for the financial period ended 30/09/2016

Quarter: 2nd Quarter Financial Year End: 31/03/2017 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 30/09/2016 30/09/2015 30/09/2016 30/09/2015 RM '000 RM '000 RM '000 RM '000 1 Revenue 40,802 37,555 86,760 74,476 2 Profit/Loss Before Tax 9,119 8,502 16,447 13,415 3 Profit/(loss) attributable to ordinary equity holders of the parent 6,505 6,213 11,520 9,788 4 Net Profit/Loss For The Period 6,505 6,213 11,520 9,788 5 Basic Earnings/Loss Per Shares (sen) 4.09 3.99 7.24 6.29 6 Dividend Per Share (sen) 0.00 1.50 0.00 1.50 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 0.9500 0.8700

哭哭鸟

7140                 OKA                 OKA CORPORATION BHD                        

Quarterly rpt on consolidated results for the financial period ended 31/12/2016

Quarter: 3rd Quarter Financial Year End: 31/03/2017 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 31/12/2016 31/12/2015 31/12/2016 31/12/2015 RM '000 RM '000 RM '000 RM '000 1 Revenue 41,858 37,716 128,618 112,192 2 Profit/Loss Before Tax 9,225 7,040 25,673 20,455 3 Profit/Loss After Tax and Minority Interest 7,030 5,327 18,551 15,115 4 Net Profit/Loss For The Period 7,030 5,327 18,551 15,115 5 Basic Earnings/Loss Per Shares (sen) 4.41 3.42 11.64 9.70 6 Dividend Per Share (sen) 2.00 0.00 2.00 1.50 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 0.9500 0.8700