Posted by RJ87 > 2020-02-25 14:49 | Report Abuse

honestly, you should sell ARBB and buy Armada or Alam. don't regret.

Everyday I screen KLSE, I keep stumbling onto Armada, Alam, Mahsing, AWC, and MSC.
Mahsing, AWC and MSC will need abit more time. Revenue visibility is unclear.

Got stumble on ARBB. But found out it's a value trap.

====================
holachico i am not confident
25/02/2020 2:27 PM

Posted by acinanatucer > 2020-02-25 14:56 | Report Abuse

Sapura vessel to undertake installation works in Indonesia

https://klse.i3investor.com/blogs/ongmy/2020-02-25-story-h1483945064-Sapura_vessel_to_undertake_installation_works_in_Indonesia.jsp

Posted by Kim0914 > 2020-02-25 15:26 | Report Abuse

very low volume today,,,,,,,

Posted by bullrun1985 > 2020-02-25 15:42 | Report Abuse

look at the price now, do you all still believe QR is good. I bet QR negative this time

Posted by Kim0914 > 2020-02-25 15:48 | Report Abuse

bullrun, then u can sell now...

Posted by wsy5023 > 2020-02-25 15:48 | Report Abuse

Bullrun. Sell

Posted by mikekim > 2020-02-25 15:49 | Report Abuse

Strongly recommend you to sell bullrun1985 and have peace of mind

Posted by bullrun1985 > 2020-02-25 15:52 | Report Abuse

personal opinion. free speech here

Posted by mikekim > 2020-02-25 15:53 | Report Abuse

Ringgit is weakening while KLCI is up.
Obviously local funds are buying while foreign funds are selling.

Posted by InvestorKING > 2020-02-25 16:07 | Report Abuse

Mikekim, just now very strong selling, is it force sale shares by you since it's T2 today that last Friday you bough a lot? Even though I believe you are cash rich

Posted by i3lurker > 2020-02-25 16:17 | Report Abuse

today may close red

quite sure RJ87 whoever he is ===> must be selling

Posted by micsoh > 2020-02-25 16:20 | Report Abuse

Some fucker just don't want it pass 38.5sen

Posted by FATA86 > 2020-02-25 16:22 | Report Abuse

Shorties gotta cover 0.375 position later

Posted by FATA86 > 2020-02-25 16:23 | Report Abuse

Plse reduce the sell Q of 0.38 . Let's them cover higher

Posted by stainlyho37 > 2020-02-25 16:30 | Report Abuse

last minutes take up 0.38?.....wait and see....

Posted by i3lurker > 2020-02-25 16:30 | Report Abuse

while RJ87 is doing short selling today

I am doing program buying, of course

Posted by RJ87 > 2020-02-25 16:40 | Report Abuse

Short at this price, I will die.

Either one of this 2 things I will do upon QR...Good QR, get more margin and pump in.
Bad QR, short until father mother also can't recognize...then buy back if I think I still like Armada's operating cash...

That's the logical thing to do.

Posted by Mabel > 2020-02-25 16:41 | Report Abuse

40 seems to be the resistance...

Posted by SuperPanda > 2020-02-25 17:10 | Report Abuse

40 easily broken next week

Posted by RJ87 > 2020-02-25 17:24 | Report Abuse

Why i3lurker didn’t say Rj sapu 38sen close unchanged?

Posted by mf > 2020-02-25 17:24 |

Post removed.Why?

Posted by RJ87 > 2020-02-25 17:26 | Report Abuse

Unlikely IK, the reason mikekim buys last week is he isn’t confident he can get at that price in this week. And since he bought, he won’t contra sell anytime before QR. if 100mil profit, it’s a gap up.

Posted by mikekim > 2020-02-25 17:34 | Report Abuse

Transacted another 2.3m shares today.
Goodluck all.

Posted by mikekim > 2020-02-25 17:35 | Report Abuse

Strongest quarter core net profit is coming.

Posted by mikekim > 2020-02-25 17:38 | Report Abuse

IK, Jonathan just reiterated to me now that the estimated release date is 27 February, Thursday.
When did you get the info about Friday from Jonathan?

---

InvestorKING

Feb 25, 2020 12:40 PM | Report Abuse

Jonathan said this Friday quarter report being released

Posted by investopology > 2020-02-25 17:52 | Report Abuse

run

Posted by RJ87 > 2020-02-25 18:03 | Report Abuse

Here's the feedback...WHOPPING 40% return....0.53/0.38 = 1.39.
What are you guys waiting for?

"Upgrade to OUTPERFORM (from MARKET PERFORM), with unchanged TP of RM0.53 pegged to 10x PER on FY20E EPS. While the high net-gearing still remains an underlying key concern, we feel that the knee-jerk sell-off, coupled with weak market sentiment, could be a trading opportunity."

You don't have to open 10-20 different accounts to prove that you are stupid.
Eh, let me help u stupid la. Go search for CIMB report. Got one TP 15sen one. ahhahahaha

Posted by FATA86 > 2020-02-25 18:07 | Report Abuse

Suddenly so many 'good Samaritans' suggest sell. Hmm

Posted by armadatuah2017 > 2020-02-25 18:15 | Report Abuse

they need to spread the propaganda for retailers to sell their stakes because most of retailers are holding tight

Posted by stupidddtrump > 2020-02-25 18:34 | Report Abuse

Childish

Posted by RJ87 > 2020-02-25 18:45 | Report Abuse

Stupid

Posted by RJ87 > 2020-02-25 18:52 | Report Abuse

When in doubt, give this a read again....

Orderbook: Armada(20.5+10Bil), Yinson (est RM40bil)
Price to book value : Armada (0.4/0.59 = 0.68X), Yinson (7.11/1.58=4.5X)
PE : Armada(0.4/0.06 = 6.67X), Yinson (7.11/0.2216 = 32X)
Current Ratio: Armada (2.24/3.47 = 0.65X, Yinson (2.27/1.25 = 1.86X)
Total Ratio: Armada(15.76/11.5 = 1.37X), Yinson (9.5/5.58 = 1.7X)

OMS
2017, Annual Revenue RM969mil, Annual Gross Profit RM403mil (Gross Margin 40%).
2018, Annual Revenue RM724mil, Annual Gross Profit RM197mil (Gross Margin 27%).
Q3,19, Annual Revenue RM232mil, Annual Gross Profit RM72mil (Gross Margin 31%) after selling few OSV fleet.

FPO
2017, Annual Revenue RM1.43Bil, Annual Gross Profit RM748mil (Gross Margin 52%)
2018, Annual Revenue RM1.7Bil, Annual Gross Profit RM810mil (Gross Margin 47%).
2019, Annual Revenue RM 1.33Bil, Annual Gross Profit RM758mil (Gross Margin 57%).

Orderbook: Armada(20.5+10Bil), Yinson (est RM40bil)
PE : Armada(0.4/0.06 = 6.67X), Yinson (7.11/0.2216 = 32X)
Price to book value : Armada (0.4/0.59 = 0.68X), Yinson (7.11/1.58=4.5X)
Current Ratio: Armada (2.24/2 = 1.12X, Yinson (2.27/1.25 = 1.86X)
Total Ratio: Armada(17.76/11.5 = 1.56X), Yinson (9.5/5.58 = 1.7X)

Posted by RJ87 > 2020-02-25 18:55 | Report Abuse

nvm...continue to spam...

hopefully when PAT reports 100mil. Ppl come read so much spam. They thought they found gem and chase high. Hahahaha

That will work very well too...=D

Posted by RJ87 > 2020-02-25 18:56 | Report Abuse

Keep up the good work you bunch of retards...you might serve my agenda very well...

Posted by RJ87 > 2020-02-25 19:08 | Report Abuse

=D

Posted by RJ87 > 2020-02-25 19:08 | Report Abuse

This is why investing in Malaysian Bourse is interesting. Very bad at valuation.

And extremely childish. =D

Posted by RJ87 > 2020-02-25 19:09 | Report Abuse

Finger sore from copy pasting and creating fake account yet?

Posted by FATA86 > 2020-02-25 20:08 | Report Abuse

Mikekim, confirm report announce on the 27th Feb Thurs?

Posted by SuperPanda > 2020-02-25 20:11 | Report Abuse

by 28 sure out, 27 possible

Posted by SuperPanda > 2020-02-25 20:11 | Report Abuse

the best ever profit hopefully

Posted by SuperPanda > 2020-02-25 20:12 | Report Abuse

exclude one off gain

Posted by mikekim > 2020-02-25 20:32 | Report Abuse

It’s not “confirmed” out on 27 Feb.
It is “scheduled to be out”.

There’s a difference.

Posted by InvestorKING > 2020-02-25 21:44 | Report Abuse

Confirmed out in 28 Feb

Posted by InvestorKING > 2020-02-25 21:47 | Report Abuse

Now political seems to be stable already, as umno and pas already decided not to support mahathir already, that means Sunday drama all were created by azmin himself, this so called economic minister, is not developing Malaysia economy, but it's destroying economy

Posted by InvestorKING > 2020-02-25 21:51 | Report Abuse

Anyway, as mentioned, Malaysia politics is not related to armada, as Armada all business operations are overseas

Posted by Mabel > 2020-02-25 22:13 | Report Abuse

@FATA86 Suddenly so many 'good Samaritans' suggest sell. Hmm
25/02/2020 6:07 PM

Sure...

Do the opposite if don't have it yet.

Hold if you have already collected.

Meow..

Posted by Mabel > 2020-02-25 22:14 | Report Abuse

These Samaritans have one thing in common...

They want to buy at dirt cheap price..

Meow

Posted by Mabel > 2020-02-25 22:16 | Report Abuse

@RJ87 When in doubt, give this a read again....

Orderbook: Armada(20.5+10Bil), Yinson (est RM40bil)
Price to book value : Armada (0.4/0.59 = 0.68X), Yinson (7.11/1.58=4.5X)
PE : Armada(0.4/0.06 = 6.67X), Yinson (7.11/0.2216 = 32X)
Current Ratio: Armada (2.24/3.47 = 0.65X, Yinson (2.27/1.25 = 1.86X)
Total Ratio: Armada(15.76/11.5 = 1.37X), Yinson (9.5/5.58 = 1.7X)

OMS
2017, Annual Revenue RM969mil, Annual Gross Profit RM403mil (Gross Margin 40%).
2018, Annual Revenue RM724mil, Annual Gross Profit RM197mil (Gross Margin 27%).
Q3,19, Annual Revenue RM232mil, Annual Gross Profit RM72mil (Gross Margin 31%) after selling few OSV fleet.

FPO
2017, Annual Revenue RM1.43Bil, Annual Gross Profit RM748mil (Gross Margin 52%)
2018, Annual Revenue RM1.7Bil, Annual Gross Profit RM810mil (Gross Margin 47%).
2019, Annual Revenue RM 1.33Bil, Annual Gross Profit RM758mil (Gross Margin 57%).

Orderbook: Armada(20.5+10Bil), Yinson (est RM40bil)
PE : Armada(0.4/0.06 = 6.67X), Yinson (7.11/0.2216 = 32X)
Price to book value : Armada (0.4/0.59 = 0.68X), Yinson (7.11/1.58=4.5X)
Current Ratio: Armada (2.24/2 = 1.12X, Yinson (2.27/1.25 = 1.86X)
Total Ratio: Armada(17.76/11.5 = 1.56X), Yinson (9.5/5.58 = 1.7X)
25/02/2020 6:52 PM

This is really good RJ87. Well done.

I reuse this comparison in the ICON Forum when one idiot was trying to badmouth Armada.

Thanks !

Meow

Posted by Mabel > 2020-02-25 22:21 | Report Abuse

My P3 Battleship (KNM) has reported 4th Consecutive Profits. Price climbs 6 % today.

Looking forward to see my P2 Battleships (Armada) to perform even better..

Meow..

Posted by CUTLOST > 2020-02-25 22:50 | Report Abuse

tmr still in mode of correction for armada b4 new Qr release