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2021-03-03 12:30 | Report Abuse
this morning queue buy matched.good luck.guys.
2021-03-03 09:05 | Report Abuse
msnage to get some tickets at RM 2.73.good luck.guys.
2021-03-03 08:16 | Report Abuse
good morning guys.gcb technical looking good .last 2 days.hope it will continue the uptrend momentum.good luck guys.
2021-03-02 15:51 | Report Abuse
done top up at RM 2.01.good luck guys.
2021-03-02 10:40 | Report Abuse
tnb looking good .continue uptrend !
2021-03-02 10:37 | Report Abuse
looking good mahb today.keep it up !
2021-03-01 18:34 | Report Abuse
Armada registered 4Q20 core earnings of RM162m (+67.2% QoQ, +206.6% YoY) bringing FY20’s sum to RM465m (+65.5% YoY). The result was above expectations, constituting 120% and 119% of our and consensus’ forecast due to stronger-than-expected contribution from its FPSO business, lower administrative cost and higher JV contributions. We upgrade our earnings forecast for FY21/22 by 11/11% to factor in the aforementioned instances. Maintain BUY with a higher TP of RM0.75 based on 10.0x (unchanged) FY21 EPS. Armada is our top pick for the O&G sector as its valuations are still undemanding at this juncture despite the c.80% increase in its share price since our BUY call upgrade on 21 July 2020. Armada is currently trading at an FY21/22PE of 5.3/5.3x, with a significantly stronger balance sheet due to its strong cash flows.
Above expectations. Armada registered 4Q20 core profit of RM162m (-18.5% QoQ, +6.3% YoY), bringing FY20’s sum to RM465m (+65.5% YoY). FY20 earnings accounted for 120% of ours and 119% of consensus’ forecast. This is above expectations due to stronger-than-expected performance from its FPSO segments, JV contribution and lower administrative cost. FY20 core earnings were derived from our adjustments on EI’s amounting to RM351m mainly comprising of impairments amounting to RM357m.
Dividends. None Declared, as Expected.
QoQ. Core profit increased by 67.2% to RM162m particularly due lower administrative cost and higher JV income from the absence of technical phasing charges that were incurred in 9M20 for its D1 vessel.
YoY: Core profit improved by 206.6% from the reasons mentioned above and significantly better YoY FPSO performance from Kraken.
YTD: Core profit of RM465m (+65.5% YoY) was mainly driven by its strong FPSO segment, lower administrative expenses, lower interest cost.
Outlook. We expect Armada’s consistently strong earnings to continue in the foreseeable future as its FPSO contract values are not linked to the fluctuations in oil prices. FY20 operating cash flow has also improved to RM903m (+23.0% YoY). Consequently, its current net debt has declined from by almost RM1bn to RM7.4bn (from RM8.4bn), net gearing has also fallen from 2.9x in 1Q20 (post RM314m impairments) to 2.4x in 4Q20 and is expected to fall further in subsequent quarters while interest cover has improved to 3.1x in 4Q20 (from 1.8x in 4Q19). The aforementioned factors are testaments towards the projected improvements on its financial position from a profit, solvency and cash flow stand point. The higher oil prices of late would also ease its asset monetisation process for its OMS business to repay its debt. Hence, we do not foresee Armada having any trouble repaying its tranche 1 debt of RM1.05bn, which was refinanced to a maturity date of 23 Nov 2022.
Forecast. We upgrade our earnings by 11/11% for FY21/22 to factor in lower interest, administrative cost and higher FPSO earnings.
Maintain BUY with higher TP of RM0.75. We maintain our BUY rating on the stock with a higher TP of RM0.75 based on an unchanged 10.0x FY21f EPS (-1.5SD from Yinson’s 3 year historical mean P/E) in view of its stronger financial performance. We believe that the strong financial performance from Armada is expected to continue with its balance sheet getting healthier by the day. Armada is our Top pick for the O&G sector.
Source: Hong Leong Investment Bank Research - 1 Mar 2021
2021-03-01 15:08 | Report Abuse
@paktua.
bro ..apa khabar
ar bro.ada senyum :):)
2021-03-01 11:19 | Report Abuse
Yupppp investortrader88 i already hit 100% profit average price RM 0.21 :):):)
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So have you sold redi or still holding?
01/03/2021 10:56 AM
@Yuppp.still holding.want to go to the moon with everyone .:):)
2021-03-01 09:34 | Report Abuse
i already hit 100% profit average price RM 0.21 :):):)
2021-03-01 09:30 | Report Abuse
going to.break RM 3 ! everyone huat ahhhh !
2021-03-01 09:21 | Report Abuse
already break RM 0.40 ! congrats everyone !
2021-02-27 18:08 | Report Abuse
probability
https://www.factmr.com/report/5115/ultralow-temperature-freezer-market
Global Ultra-low Temperature Freezer Market Overview
Ultra-low temperature freezers, or ULT freezers, are used to store biological items such as blood & blood components, drug compounds, chemicals, enzymes, etc. They are used across the healthcare industry, such as in hospitals, research institutes, blood banks, etc. The ultra-low temperature freezer market is predicted to expand at a CAGR of 4.4% over the forecast period of 2020-2030.
The market is expected to experience immense growth due to the ever-growing demand for blood & blood products, which is one of the key driving factors of this industry.
Growing research & development activities among key players and government support for clinical trials have also proven to be propellers for the expansion of the ultra-low temperature freezer market size. Amidst all these factors, the COVID-19 pandemic has also notably affected the market in a positive way. Due to the pandemic, there has been an exorbitant increase in blood & blood component demand throughout the globe, thereby boosting the ultra-low temperature freezer market.
..................
https://www.factmr.com/images/reports/ultra-low-temperature-freezer-market-competition-analysis.jpg
we can see from above Eppendorf AG is the frontrunner who source from Uchitec
27/02/2021 5:47 PM
@probability.good sharing bro.tks
2021-02-27 11:59 | Report Abuse
i also have tenaga shares.waiting for div.:):):)
2021-02-27 08:36 | Report Abuse
maybank.public b.cimb all have div this round.i will continue to hold .:):):)
2021-02-27 08:35 | Report Abuse
maybank.public b.cimb all have div this round.i will continue to hold .:):):)
2021-02-27 08:35 | Report Abuse
maybank.public b.cimb all have div this round.i just hold .:):):)
2021-02-26 18:00 | Report Abuse
profit drop as expected same as other bank.this round got div.
2021-02-26 15:59 | Report Abuse
my queue buy matched just now.hold until construction stocks bull run during recovery.good luck guys.
2021-02-26 15:57 | Report Abuse
my queue buy matched just now.good luck guys.
2021-02-26 15:23 | Report Abuse
market sentiment very bad todayklci almost one thousand counter in red .crude oil drop.
2021-02-26 13:05 | Report Abuse
@CoolJay.patient bro.this is a very good fundamental stock. will go up high.only dont know when.hope this pandemic will be over soon.
2021-02-26 12:54 | Report Abuse
qr out.during pandemic still manage to increase revenue & profit..have faith in this counter one day will fly high.good luck guys.
2021-02-26 12:42 | Report Abuse
good qr..ready to fly.good luck guys.
2021-02-26 12:38 | Report Abuse
good qr.profit RM 144 million.good luck guys.
2021-02-26 11:09 | Report Abuse
probability thanks investortrader88
26/02/2021 9:55 AM
@probability .:):)
2021-02-26 09:46 | Report Abuse
my queue buy matched just now.good luck.guys.
2021-02-26 07:51 | Report Abuse
probability investortrader88, may i know where it was reported that earnings are forecast to grow at 6.8%?
@probability.i get it from here bro.
https://simplywall.st/stocks/my/tech/klse-uchitec/uchi-technologies-berhad-shares
2021-02-25 10:42 | Report Abuse
keep it up lc titan !
2021-02-25 09:08 | Report Abuse
congrats guys .finally fly higher ! :):)
2021-02-25 09:07 | Report Abuse
done top up RM 0.75.good luck guys .
2021-02-25 08:14 | Report Abuse
investortrader88 Top 25 shareholders own 69.04% of the UCHITEC BERHAD
De-Tsan Kao
19.1%
Te-Pei Kao
8.44%
Public Mutual Berhad
6.97%
Employees Provident Fund of Malaysia
5.35%
Kumpulan Wang Persaraan
4.95%
Sumitomo Mitsui DS Asset Management Company, Limited
2.81%
Eastspring Investments (Singapore) Limited
2.63%
Sumitomo Mitsui Trust Asset Management Co., Ltd.
2.61%
Bekal Sama Sdn Bhd
2.23%
Principal Asset Management Berhad
2.06%
Bank Negara Malaysia National Trust Fund
1.55%
AIA Investment Management Private Limited
1.54%
Hong Leong Asset Management Bhd
1.23%
Zulkifli Bin Hussain
1.11%
Affin Hwang Asset Management Berhad
0.79%
Ying-Ying Kao
0.78%
PMB Investment Berhad
0.77%
Schroder Investment Management Limited
0.65%
Shin-Fang Chang
0.57%
OP-Pohjola Group, Asset Management Arm
0.56%
Dimensional Fund Advisors L.P.
0.55%
Libra Invest Berhad
0.54%
UOB-OSK Asset Management Sdn. Bhd.
0.53%
RHB Asset Management Sdn Bhd
0.46%
Norges Bank Investment Management
0.26%
11/07/2020 4:01 PM
2021-02-25 08:11 | Report Abuse
investortrader88 Uchi Technologies Berhad, an investment holding company, engages in the design, research and development, manufacture, and sale of electronic control systems in Europe, the Asia Pacific, and the United States. It offers real-time centralized energy measurement and control system, high precision hot fluid temperature control system, and ultra-low temperature and mass sensing control system for bio-chem equipment, touch screen advance displays, high precision light measurement equipment, mixed signal control systems for centrifuge/laboratory equipment, mixed signal microprocessor based application, and system integration products, as well as electronic modules. The company also engages in the assembly of electrical components onto printed circuit boards (PCB); and trading of electric modules and saturated papers for PCB lamination. In addition, it develops software programming, hardware design, and system construction of original design manufacturing products. The company serves multinational companies in the consumer and industrial electrical and electronic appliances industries. Uchi Technologies Berhad was founded in 1989 and is based in Prai, Malaysia.
# Market cap RM 1,137.2M
# Last 7 years profit RM 39.1 million - RM 75.9 million
# Earning are forecast to grow 6.8 % past year.
# PE 15
# FUTURE ROE 42.5% ( next 3 yrs )
# ROA 33.8 %
# ROCE 41.8 %
# EPS RM 0.16
# REVENUE ( Dec 2019 ) RM 156.673 million / per yr
# EARNING RM 75.948 million / per yr
# PROFIT MARGIN 48.50 %
# EARNING TREND have grown by 11.9% per year over the past 5 years.
# Short Term Liabilities: UCHITEC's short term assets (MYR157.8M) exceed its short term liabilities (MYR35.1M).
# Long Term Liabilities: UCHITEC's short term assets (MYR157.8M) exceed its long term liabilities (MYR1.2M).
# UCHITEC is DEBT FREE
# CASH & SHORT TERM investment RM 128.80 million.
# DIVIDEND 6.75 %
# Current payout dividend to shareholders from earning 94 %.
# CEO Mr. Yau Meng Chin serves as an Managing Director of Uchi Technologies Bhd since June 1, 2018 and its Executive Director since March 1, 2018. He served as Executive Officer at Uchi Technologies Bhd from March 1, 2018 to June 1, 2018. Mr. Chin has vast working experience in manufacturing and supply chain management. He is one of the pioneer staff members and joined in Uchi Electronic (M) Sdn. Bhd. (UEM) as a Production Officer in 1990. He served as Production Manager at Precima Sdn. Bhd. in 1993 and came back to re-join Uchi Optoelectronic (M) Sdn. Bhd. (UOM) in 1994 as M.I.S. Manager. He was advanced to Deputy Operation Manager in the same year. With his proven ability and reliability, he was then assigned to head the entire Uchi Technologies (Dongguan) Co., Ltd. (Uchi Dongguan) plant in 2007. Mr. Chin served as an Executive Director of UOM and UEM on January 1, 2007 and Uchi Dongguan on April 8, 2007 respectively. He holds a Master Degree in Electronic from Queen University of Belfast (UK).
11/07/2020 4:01 PM
2021-02-24 21:12 | Report Abuse
to me.this qr consider good.i dont know about other investor view.
2021-02-24 17:27 | Report Abuse
very good qr.hope tmrw fly !
2021-02-24 16:01 | Report Abuse
afternoon session.klci red sea.
2021-02-24 14:23 | Report Abuse
Stocksafeplayer Hi @investortrader88,
Hope giant foreign fund managers are investing more in Genting :)
24/02/2021 10:32 AM
@Stocksafeplayer.Totally agree.And also our local mutual fund hope they invest in genting b & gen m @ recovery stock..recently some of them rebalancing their portfolio .selling their holdings which have higher pe to safer stock that pay div . before fed announcement last nite.just in case bad announcement.mostly mutual fund they are not allow to keep cash more than 10-15% of fund they manage.
Yesterday foreign funds bought RM 883.7 million.sold RM 971.50 million.nett sold RM 137.8.institution bought RM 248
54.7million.sold RM 2484.10.Nett sold RM 29.3 million.retailers bought RM 2252.7 million.sold RM 2085.7 million.nett bought RM 167.1
2021-02-24 11:49 | Report Abuse
slow & steady going up.good luck guys.
2021-02-24 10:11 | Report Abuse
huat ahhh.congrats gen supporters !
Stock: [ARMADA]: BUMI ARMADA BERHAD
2021-03-05 08:12 | Report Abuse
https://www.theedgemarkets.com/article/oil-scales-1year-peak-opec-rolls-over-output-april