[%zBII%] OCK may not have substantial finance cost savings yet as you can't just pay off all your loans at one go (early settlement). Don't be surprised if the finance cost is still high, but it should come down in the coming months. I heard they got another DC contract, but let's see whether this is true or not. 

On [%VAeD%] , I have contacted them and I will give you a tip: freight rates are going up, to a lesser extent as at end December and early January, in this part of the world. You are right. Very soon their net cash will be higher than their market cap unless market raises their valuation.

@terence775 OCK may not have substantial finance cost savings yet as you can't just pay off all your loans at one go (early settlement). Don't be surprised if the finance cost is still high, but it should come down in the coming months. I heard they got another DC contract, but let's see whether this is true or not. 

On $KLSE-HARBOUR , I have contacted them and I will give you a tip: freight rates are going up, to a lesser extent as at end December and early January, in this part of the world. You are right. Very soon their net cash will be higher than their market cap unless market raises their valuation.

$HARBOUR / 2062 (HARBOUR-LINK GROUP BERHAD)

Quarter Reports that I will be looking out for pt 4 and 5: $KLSE-HARBOUR and $KLSE-OCK 

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