BUMI ARMADA BERHAD
KLSE (MYR): ARMADA (5210)
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Last Price
0.575
Today's Change
0.00 (0.00%)
Day's Change
0.57 - 0.58
Trading Volume
9,118,900
Financial
Market Cap
3,409 Million
NOSH
5,928 Million
Latest Quarter
31-Dec-2023 [#4]
Announcement Date
28-Feb-2024
Next Quarter
31-Mar-2024
Est. Ann. Date
25-May-2024
Est. Ann. Due Date
30-May-2024
QoQ | YoY
-193.09% | -178.55%
Revenue | NP to SH
2,133,089.000 | 332,059.000
RPS | P/RPS
35.98 Cent | 1.60
EPS | P/E | EY
5.60 Cent | 10.26 | 9.74%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
0.94 | 0.61
QoQ | YoY
-53.11% | -54.66%
NP Margin | ROE
13.74% | 5.97%
F.Y. | Ann. Date
31-Dec-2023 | 28-Feb-2024
Latest Audited Result
31-Dec-2023
Announcement Date
30-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
30-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
2,133,089.000 | 332,059.000
RPS | P/RPS
35.98 Cent | 1.60
EPS | P/E | EY
5.60 Cent | 10.26 | 9.74%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
0.94 | 0.61
YoY
-54.66%
NP Margin | ROE
13.74% | 5.97%
F.Y. | Ann. Date
31-Dec-2023 | 28-Feb-2024
Revenue | NP to SH
2,133,089.000 | 332,059.000
RPS | P/RPS
35.98 Cent | 1.60
EPS | P/E | EY
5.60 Cent | 10.26 | 9.74%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-49.95% | -54.66%
NP Margin | ROE
13.74% | 5.97%
F.Y. | Ann. Date
31-Dec-2023 | 28-Feb-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
45 people like this. Showing 50 of 71,633 comments
Niki, Other than the Non-Informative Annual Report, is there anything else we should anticipate this week?
1 week ago
There are call warrants from April to Oct ( except Aug) all at exercise prices ranging from 53 to 60 sen...
1 week ago
If Greedy Gary is still buying, he tries to keep the price down. He could delay news, prolong negotiation, not sign the contract, etc. Only after his bonus is awarded by special resulution of AGM - he may no longer be interested to suppress the price.
1 week ago
can someone shed some light on the Management Incentive Plan? why buying at MYR 0.754 per share when he can get it at a much lower price from the market?
1 week ago
Sadly Bumi Armada is opting for e-AGM once again. It would've been better for shareholders face Greedy Gary in person and ask him pointed questions to his face, about his unending greed to richly reward himself at the expense of the shareholders.
1 week ago
Bumi Armada is venturing deeper into upstream oil & gas. In addition to Akia, they are working on Talu and Kojo fields.
1 week ago
Quite a pointless annual report. Nothing significant.
Major highlights:
1) Two new upstream assets/fields have been acquired - Kojo and Talu
2) USD400mil financing has been secured (binding agreement) to refinance RM1.5bil debt.
3) Nothing about new projects whatsoever.
1 week ago
On page 30, they claim to have "achieved":
1. Expand LNG re-gas business
2. Development of offshore carbon sequestration business
On page 18, they claim that there are multiple paid FEEDs centred on CO2 storage and injection vessels in progress.
On page 19, they claim to shoot a 3D seismic over Tulip (in Akia block) and will acquire other upstream assets that will need floating solutions in the success cases.
However, no specific update on:
1. Mumbai FSRU - From my sources, this project has been scrapped
2. Bluestreak CO2 - Still work in progress, nothing concrete yet
3. Madura FLNG - No update, project might not be viable
1 week ago
Bab did not reach a final agreement on the cameia fpso contract despite being chosen as the preferred bidder
Disappointed but prudent not to move forward on the project because costs and risks were high and potential returns low
I think is a good move
1 week ago
Opportunities in 2024 are excellent. Multiple fpso projects are available but we prudent and projects need strong commercial fundamental.
True.
1 week ago
I just returned from a regasification terminal where I spent 2 months this year. This terminal is now installing a liquefaction train. There are many such conversion projects in the USA. Bumi Armada seem to be out of sync with the times. There is much more profit to be made on the liquefaction side of things. Little point of expanding regasification which is very simple - just a tank and a vaporizer that can be done by air and sun (it is a big column with many fins that collect heat without any power needed).
LNG project would be viable on the client side of value chain as demand is high, not sure about upstream part as installation may be pricey.
1 week ago
Uniper's Grain Power Plant FCSIU is incoming. It's in the annual report. Not sure when though, could still be year(s) away.
1 week ago
Not sure, but I reckon it'd be relatively small. Not as lucrative as a FPSO contract for sure. Maybe something like the LNG FSU in Malta that they have.
1 week ago
In the shorter term, in the absence of growth, Bumi ought to declare a dividend to reward shareholders for their enduring patience
1 week ago
Greedy Gary fails again. This guy has no business sense. He chases latest fads. He disposed of OSV part of the business, which is blooming now. For example, Icon offshore went up 150% in the past year. Yinson bought them out. See post below...
____________________________________
Yinson boss {Lim} is a season businessmen with an excellent track record. Paying MYR 173 million to Ekuinas for the 50.2% stake in Icon {using Liannex as his investment arm} maybe just the beginning. Liannex, Yinson and Icon all have their niche in marine logistics and engineering. Certainly Yinson boss{Lim} have plans for Icon. You don't paid 174 million just for the sake to acquire a company. Something big must be brewing in his mind
1 week ago
below 58 is not good. will be a bear soon unless goes above 58. keep fingers crossed.
5 days ago
Dropping below 58 may not be good for stockholders, but it presents a definite opportunity for those planning to buy
5 days ago
nibble at the stocks and buy to hold (next qtrly results are coming soon, hopefully good, all at own risk though)
5 days ago
Gary's greed knows no bounds. He's issuing more shares for himself, at the expense of all other shareholders.
3 days ago
He just exercise the shares approved by the Board including PNB. So nothing to bother.
3 days ago
Bumi Armada Berhad, an opinion on financial and technical analyses:
FA
- YoY growth +2.97% (okay-ish)
- YoY net income -178.55% (not great, red flag)
- RoE 6% (just meh)
TA
- Below 50MA, having breached the previous support of 0.580
- Stale day-to-day volume, at most ranging 12-17M (last rally to 0.630 peaked at 60M), which is good for me because I know the sellers are getting tired of pushing down the prices further
- (Cont.) float percentage of shares is 55% - the lower the % figure, the lesser amount of volume needed to push the price upwards
- (Cont.) so in other words, if you see Bumi reaching 20M shares and above, you might want to peel your eyes and monitor price action
- ATR% multiple from MA is -0.2, signaling a possible bottom (>7.0 is peak price based on algo)
So what I learned from these analyses is:
- YoY net income is an ugly sight for investors
- Next QR must be a positive % for a rally
- If there is a rally before the QR announcement obviously the insiders are aware of the figures
- 0.560-0.580 is the cushion for support
- Any news is just bonus (FPSO, Brent CO, etc.), I trust the figures, I think in probability and I respect risk management
- TAYOR and good luck
3 days ago
Greedy Gary got himself 5 million shares. It is outrageous, as the management got 60k. Look at the official anouncement on this site.
Someone needs to ask him about it in the annual meeting. The guy simply cannot control his greed and lost all the shame. So no shame in asking.
____________________________________________________
08-May-2024 Others 5,147,400
Registered Name
Gary Neal Christenson
2 days ago
I also believe 1Q2024 profit may be the best ever... remember last Q the numbers were the best but got hit by a crazy accounting write down... as long as no surprises this Q1 may surpass even Q4 profit w/out write down as interest and depreciation cost would be lower.
2 days ago
and to add Greedy Gary has 40M shares with him which he may now work harder to sell his shares...
2 days ago
may be the write down was the 1st episode, and the following one is coming, press harder fly higher ma. If i were the garyzai, of couse i will sell but not now, may be after a rocketing event? look at those buying a significant amount, then know d lol
2 days ago
I hope Gary doesn't take our needling to heart. However, the fact remains Bumi Armada is unable to secure new business. If so, the best course of action would be to downsize the staff and remove the fluff - just focus on the core operations. We'd be in for a windfall if they switched focus.
2 days ago
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