James的股票投资James Share Investing

Author: James Ng   |   Latest post: Thu, 22 Oct 2020, 9:03 PM


[转贴] [BUMI ARMADA BHD:Armada Kraken FPSO的船只可用性提高,FPO部门的收入增加,而由于OSV船只利用率的提高(从YTD 2019 45%增加到YTD 2020 56%),OMS部门的收入增加] - James的股票投资James Share Investing

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[BUMI ARMADA BHD:Armada Kraken FPSO的船只可用性提高,FPO部门的收入增加,而由于OSV船只利用率的提高(从YTD 2019 45%增加到YTD 2020 56%),OMS部门的收入增加]

YTD20 vs YTD19:
集团在截至2020年6月30日的财政期间(“ YTD 2020”)产生了11.594亿令吉的收入,比截至2019年6月30日的财政期间(“ 2019年YTD”)增加了1.322亿令吉。由于Armada Kraken FPSO的船只可用性提高,FPO部门的收入增加,而由于OSV船只利用率的提高(从YTD 2019 45%增加到YTD 2020 56%),OMS部门的收入增加。

集团在2020年初至今产生了1.102亿令吉的亏损,而2019年初至今则盈利了1.435亿令吉。FPO部门业绩从2019年初至今的5.322亿令吉增加至6.994亿令吉,因收入增加,Armada Perdana FPSO的运​​营成本降低(已于2019年9月卖掉)。 OMS部门下降的业绩被2020年初至今OSV船只利用率的提高所抵消。

2Q20 vs 1Q20:
集团在截至2020年6月30日的季度(“ Q2 2020”)产生了6.068亿令吉的收入,比截至2020年3月31日的季度(“ Q1 2020”)增加了5,420万令吉。 FPO部门的增长是由于Armada Kraken FPSO的船只可用性提高。

集团在2020年第二季度产生了1.094亿令吉的利润,而2020年第一季度则亏损了2.195亿令吉。FPO部门的业绩下降被Armada Kraken FPSO的更高收入所抵消。 OMS部门的业绩从2020年第一季度的690万令吉增加至2020年第二季度的1,390万令吉,这主要是由于固定存款和以公司币计价的外币换算产生的外汇收益(而第一季度为外汇损失)。


James Ng Stock Pick Performance:
Since Recommended Return:

a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.80, dividend RM0.04, in 2 years 16 days, total return is 437.1%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.56 adjusted, dividend RM0.52, in 2 Years 1 month 27 days, total return is 337.2%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.47 adjusted, dividend RM0.055, in 1 Year 2 months 26 days, total return is 290.7%

d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.00, dividend RM0.0025, in 3 months 4 days, total return is 182.4%

e. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.59, dividend RM0.10, in 2 Years 1 month 27 days, total return is 112.6%

f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.20, dividend RM0.01, in 6 months 26 days, total return is 112.3%

g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.845, dividend RM0.015, in 10 months 8 days, total return is 93.3%

h. PERAK TRANSIT BHD, recommended on 19 Jul 20, initial price was RM0.18, rose to RM0.275, dividend RM0.0025, in 1 month 9 days, total return is 54.2%

i. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.23, dividend RM0.188, in 1 Year 10 months 21 days, total return is 52.1%

j. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.685, dividend RM0.003, in 1 Year 3 days, total return is 51.2%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析Fundamental Analysis:



我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

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James Ng
[BUMI ARMADA BHD: Revenue from the FPO segment increased due to improved vessel availability for Armada Kraken FPSO, while revenue from the OMS segment increased due to improved OSV vessel utilisation from 45% in YTD 2019 to 56% in YTD 2020]

YTD20 vs YTD19:
The Group generated revenue of RM1,159.4 million for the financial period ended 30 June 2020 (“YTD 2020”), an increase of RM132.2 million compared to the financial period ended 30 June 2019 (“YTD 2019”). Revenue from the FPO segment increased due to improved vessel availability for Armada Kraken FPSO, while revenue from the OMS segment increased due to improved OSV vessel utilisation from 45% in YTD 2019 to 56% in YTD 2020.

The Group generated a loss of RM110.2 million for YTD 2020 compared to a profit of RM143.5 million for YTD 2019. The FPO segment results increased to RM699.4 million for YTD 2020 as compared to RM532.2 million for YTD 2019 mainly due to higher revenue, lower operating costs from Armada Perdana FPSO (disposed in September 2019). The OMS segment decreased results were offset by improved OSV vessel utilisation in YTD 2020.

2Q20 vs 1Q20:
The Group generated revenue of RM606.8 million for the quarter ended 30 June 2020 (“Q2 2020”), an increase of RM54.2 million compared to the quarter ended 31 March 2020 (“Q1 2020”). The increase from the FPO segment was due to improved vessel availability for Armada Kraken FPSO.

The Group generated a profit of RM109.4 million for Q2 2020 compared to a loss of RM219.5 million in Q1 2020. The FPO segment decreased results were offset by higher revenue from Armada Kraken FPSO. The OMS segment results increased to RM13.9 million for Q2 2020 as compared to RM6.9 million for Q1 2020 mainly due to foreign exchange gains arising from translation of fixed deposits and intercompany balances denominated in foreign currencies as compared to foreign exchange losses in Q1 2020.

The Group expects the FPO business to remain relatively stable through 2020, while the OMS business is anticipated to be weaker. The Group continues to focus on the following areas to improve the prospects for the organisation:

Corporate and operational HSSEQ;
Optimise performance across the FPO fleet;
Cost efficiency and debt reduction;
Secure charters for the OMS vessels; and
Monetise selective assets.
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must over 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

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Labels: ARMADA

Related Stocks

Chart Stock Name Last Change Volume 
ARMADA 0.24 0.00 (0.00%) 2,404,400 

  Be the first to like this.
probability Where do yield-starved investors go?



here.....Armada would give a yield of 30%

With a continuous reduction on 8 billion debt interest rate, Armada would effectively become like a commercial bank who makes net interest margin (NIM) between central bank and investors.....but Armada between commercial bank and Order book of 17 billion

More i dwell, the more its becoming clear what a wonderful bet Armada is with explosive return!
29/08/2020 12:53 PM
probability some historical refreshment for newbies..


(Icon) Bumi Armada - A Not So Good Company Selling At Cheap Price Can Be A Good Buy

Author: Icon8888 | Publish date: Sun, 30 Jun 2019,

29/08/2020 12:54 PM
probability Operating cash flow before changes in working capital (and interest) for last 2 qtrs:

766.263 m

if you translate above cash to EPS, its 26.5 cents per annum

Meaning, Armada generates its entire market cap currently every year.

how cheaper can a stock be more than this?

ignore the debt risk...it does not exist with the future of zero interest rate...
29/08/2020 12:55 PM

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