Followers
0
Following
0
Blog Posts
0
Threads
919
Blogs
Threads
Portfolio
Follower
Following
2019-09-23 14:57 | Report Abuse
We maintain OVERWEIGHT on the sector as prospects have begun to brighten with rising asset utilization globally which supported service providers’ improving results. While we have BUY calls for Bumi Armada, MISC, Sapura Energy and Velesto Energy, our top picks are still companies with stable and recurring earnings such as Serba Dinamik and Dialog Group. We like the recurring income business model of Dialog and Serba Dinamik, which are involved in operation and maintenance services while Dialog’s earnings visibility is further secured by the Pengerang Deepwater Terminal project with its enlarged buffer zone. As Bumi Armada’s share price has risen by 50% since our recommendation upgrade last month, we have raised its fair value further to RM0.42/share, further reducing our sum-of-parts discount of 20%.
Source: AmInvest Research - 23 Sept 2019
2019-09-23 14:57 | Report Abuse
We maintain OVERWEIGHT on the sector as prospects have begun to brighten with rising asset utilization globally which supported service providers’ improving results. While we have BUY calls for Bumi Armada, MISC, Sapura Energy and Velesto Energy, our top picks are still companies with stable and recurring earnings such as Serba Dinamik and Dialog Group. We like the recurring income business model of Dialog and Serba Dinamik, which are involved in operation and maintenance services while Dialog’s earnings visibility is further secured by the Pengerang Deepwater Terminal project with its enlarged buffer zone. As Bumi Armada’s share price has risen by 50% since our recommendation upgrade last month, we have raised its fair value further to RM0.42/share, further reducing our sum-of-parts discount of 20%.
Source: AmInvest Research - 23 Sept 2019
2019-09-23 14:57 | Report Abuse
We maintain OVERWEIGHT on the sector as prospects have begun to brighten with rising asset utilization globally which supported service providers’ improving results. While we have BUY calls for Bumi Armada, MISC, Sapura Energy and Velesto Energy, our top picks are still companies with stable and recurring earnings such as Serba Dinamik and Dialog Group. We like the recurring income business model of Dialog and Serba Dinamik, which are involved in operation and maintenance services while Dialog’s earnings visibility is further secured by the Pengerang Deepwater Terminal project with its enlarged buffer zone. As Bumi Armada’s share price has risen by 50% since our recommendation upgrade last month, we have raised its fair value further to RM0.42/share, further reducing our sum-of-parts discount of 20%.
Source: AmInvest Research - 23 Sept 2019
2019-09-23 14:57 | Report Abuse
Johnchew Geco Robert areiloser only made empty talk here and there with no shares and no brain allare
pig
2019-09-23 14:54 | Report Abuse
We maintain OVERWEIGHT on the sector as prospects have begun to brighten with rising asset utilization globally which supported service providers’ improving results. While we have BUY calls for Bumi Armada, MISC, Sapura Energy and Velesto Energy, our top picks are still companies with stable and recurring earnings such as Serba Dinamik and Dialog Group. We like the recurring income business model of Dialog and Serba Dinamik, which are involved in operation and maintenance services while Dialog’s earnings visibility is further secured by the Pengerang Deepwater Terminal project with its enlarged buffer zone. As Bumi Armada’s share price has risen by 50% since our recommendation upgrade last month, we have raised its fair value further to RM0.42/share, further reducing our sum-of-parts discount of 20%.
Source: AmInvest Research - 23 Sept 2019
2019-09-23 14:53 | Report Abuse
Johnchew Geco Robert areiloser only made empty talk here and there with no shares and no brain allare
pig
2019-09-23 14:53 | Report Abuse
Johnchew Geco Robert areiloser only made empty talk here and there with no shares and no brain all are
pig
2019-09-23 14:52 | Report Abuse
Johnchew Geco Robert areiloser only made empty talk here and there with no shares and no brain allare
pig
2019-09-23 14:43 | Report Abuse
Johnchew is loser only made empty talk here and there with no shares and no brain Johnchew is pig
2019-09-23 14:43 | Report Abuse
Johnchew is loser only made empty talk here and there with no shares and no brain
2019-09-23 14:29 | Report Abuse
Johnchew is loser only made empty talk here and there with no shares and no brain
2019-09-23 10:21 | Report Abuse
Johnchew is a stupid loser with no shares And no brain talker
2019-09-23 10:20 | Report Abuse
Johnchew is a stupid loser with no shares And talker
2019-09-23 10:20 | Report Abuse
Johnchew is a stupid loser with no shares
2019-09-23 10:09 | Report Abuse
Johnchew is a stupid loser with no shares
2019-09-23 00:30 | Report Abuse
Michael and kin mun loser and stupid make baseless comment and prediction
2019-09-22 19:40 | Report Abuse
Finally IK become rational .......
2019-09-20 13:59 | Report Abuse
IK will buy at 0.70 than sell at 0.60 hahahahaha
2019-09-20 08:16 | Report Abuse
IK baseless talk and predict again
2019-09-19 23:10 | Report Abuse
Iran’s Supreme Leader Approved Saudi Attacks: Washington
By Irina Slav - Sep 19, 2019, 9:30 AM CDT
Join Our Community
Khamenei
Iran’s Supreme Leader Ayatollah Ali Khamenei approved the attacks on Saudi oil infrastructure, a U.S. government official told CBS, adding that the approval had been granted on the condition that Iran’s involvement could be denied.
If what other U.S. officials are saying is accurate, this condition has not been met, however. Earlier this week, a team of U.S. security experts who traveled to Saudi Arabia to examine the wreckage of the drones and cruise missiles fired against Aramco’s Khurais field and the Abqaiq processing facility said they had determined the weapons were manufactured in Iran.
Yesterday, Saudi officials displayed fragments of the missiles, saying they were made in Iran as were the drones used in the attack, for which the Houthi rebel group in Yemen took responsibility.
They also showed surveillance footage of incoming drones, although there was no footage of the actual hits that caused fires at Abqaiq.
Now, CBS reports that the circuit boards of the missiles can be reverse engineered, which would reveal their route to their target. What’s more, however, according to the U.S. government sources, there were satellite images showing the Iranian Islamic Revolutionary Guard Corps preparing for the launch of the missiles at the Ahvaz Air Base.
As to why the evidence was not used to prevent the attack, one U.S. official told CBS the significance of the images was only figured out in hindsight.
Related: How An Oil Supply Outage Could Paralyze Asia
"We were caught completely off guard," the source said.
There have been calls for a U.S. military response to the attacks, but President Trump has taken a guarded stance. While ordering the Pentagon to draft several response alternatives, the U.S. commander in chief said "There's plenty of time to do some dastardly things. We'll see what happens."
A government source told CNN there were going to be "No knee jerk reactions to this - it's very systematic - what happens with patience is it prevents stupid moves."
The source added that the U.S. administration was biding its time before it decided on a response, with the net UNB General Assembly meeting in New York seen as a good moment to discuss the issue with other world leaders.
By Irina Slav for Oilprice.com
2019-09-19 16:48 | Report Abuse
ckca where are you? Became dump?hahahaha
2019-09-18 14:48 | Report Abuse
Robert do baseless comment really pig mount
2019-09-18 14:19 | Report Abuse
All earn small money like become billionaires
2019-09-17 15:24 | Report Abuse
mingGoon really pig talk baseless talk
2019-09-13 15:23 | Report Abuse
Not just talk here put money to buy more, loser
2019-09-13 14:43 | Report Abuse
4574 really shameless actually he q sell 0.00000000000000000000001share at 0.29
2019-09-13 12:40 | Report Abuse
Hahaha all prophet disappeared and gone
2019-09-13 10:10 | Report Abuse
What we want here is solid fact and Analyse with ground not nonsense
2019-09-13 10:08 | Report Abuse
IK pretend he is shares master again actually he is talker like paktua all are loser in share market than talk here
2019-09-12 19:59 | Report Abuse
Again controlled by operator, IK really only left mouth only talk
Stock: [ARMADA]: BUMI ARMADA BERHAD
2019-09-23 14:59 | Report Abuse
We maintain OVERWEIGHT on the sector as prospects have begun to brighten with rising asset utilization globally which supported service providers’ improving results. While we have BUY calls for Bumi Armada, MISC, Sapura Energy and Velesto Energy, our top picks are still companies with stable and recurring earnings such as Serba Dinamik and Dialog Group. We like the recurring income business model of Dialog and Serba Dinamik, which are involved in operation and maintenance services while Dialog’s earnings visibility is further secured by the Pengerang Deepwater Terminal project with its enlarged buffer zone. As Bumi Armada’s share price has risen by 50% since our recommendation upgrade last month, we have raised its fair value further to RM0.42/share, further reducing our sum-of-parts discount of 20%.
Source: AmInvest Research - 23 Sept 2019