Quarter Reports that I will be looking out for pt 4 and 5: $HARBOUR / 2062 (HARBOUR-LINK GROUP BERHAD) and $OCK / 0172 (OCK GROUP BERHAD)
I have written a lot on these 2 companies already, so anyone who wants to have some background reading can just scroll back and read my posts on the respective company pages. So that I don't appear to be trying to push these stocks or anything, I'll just briefly note what I will be paying special focus on in the QR next month.
For Harbour:
1) Growth in cash balance.
2) Stabilization of profit numbers.
3) Management's prospects
4) Impact of the red sea and panama routes on our intra asian routes. (indirectly).
For OCK:
1) Finance cost savings
2) collection of receivables
3) 5G contract replenishment and more data centre contracts
4) clarity on Indonesia's new policy for managed services.
5) Maiden towerco contribution from Laos