TAS OFFSHORE BERHAD

KLSE (MYR): TAS (5149)

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Last Price

0.715

Today's Change

+0.015 (2.14%)

Day's Change

0.695 - 0.73

Trading Volume

1,284,400

Changes
Ann. Date Date Type Name Title View
Discussions
9 people like this. Showing 50 of 3,314 comments

goldmanbull

Bullish momentum with upside bias. TAS is experiencing a super cycle growth due to high demand for tug boats. Coal and nickel demand from Indonesia will require significant amounts of tug boat to support trade in the coming years.

2024-04-27 23:32

goldmanbull

Small market cap with high ROE. Can easily double to RM1.40

2024-04-27 23:33

goldmanbull

Name me a company that has ROE 25 and PE of 5x haha

2024-04-28 00:05

hafizduhari

is this company will bullish or barrish? xD hahaha

2024-04-28 00:10

Zachzach

So can fly over 0.9??

2024-04-28 00:42

Michael Kwok

Stock to caution
Tas 78 cents
Maybe trying to pass 85 cents resistance(Or 1-2 trading days)
28/4/24 3.27pm

2024-04-28 15:27

Zachzach

Today dropped 0.03

2024-04-29 19:19

Zachzach

Tomorrow shld fly again

2024-05-02 23:32

investorbat

Good volume ATH

2024-05-03 15:33

Michael Kwok

Wah,it really up.
3/5/24 4pm
Stock to caution
Tas 78 cents
Maybe trying to pass 85 cents resistance(Or 1-2 trading days)
28/4/24 3.27pm
Tas

2024-05-03 16:00

Zachzach

So ambank tp is 0.9

2024-05-03 21:41

goldmanbull

I am revising my target price to RM1.36 to as below:
1. Assuming no growth to the latest qr. Earnings per quarter will be RM0.0339
2. Annualized the earnings. RM0.0339 x 4 = RM0.1356
3. Ascribe PER 10 for TAS. RM0.1356 x 10 = RM1.36

2024-05-06 15:56

Zachzach

Go go for rm1

2024-05-07 08:40

goldmanbull

The next Synergy in the making!

2024-05-07 11:28

goldmanbull

Sector experiencing huge demand with HIGH ASP. Cheap PE. Small market cap. Lots of upside! Market will rerate higher soon!

2024-05-07 11:29

goldmanbull

People keep asking. Still can buy? The answer is YES. Don't say I bojio ya. See ya at the top!

2024-05-07 11:34

Zachzach

go go tas above 8.7 today !

2024-05-07 14:26

mf

collect

2024-05-08 14:35

Zachzach

climb 0.88 then become red 0.83 now

2024-05-08 14:38

Zachzach

Today how

2024-05-09 08:12

Zachzach

tas sleeping now..i guess

2024-05-14 08:32

Zachzach

today is the day to fly !

2024-05-15 08:40

Zachzach

go go TAS

2024-05-16 08:52

Zachzach

Flying…!

2024-05-17 14:48

investorbat

ATH again,towards $1

2024-05-20 16:37

Zachzach

purebull : what is tp now?

2024-05-20 20:44

Zachzach

trying to add on today !!dividend to enter by 27th !

2024-05-21 08:25

Zachzach

lets go everyone !!

2024-05-23 08:41

Zachzach

Still sleepin no bullet liao

2024-05-23 16:22

dompeilee

dompeilee

Wah never thought it could shoot past NTA! Luckily still have few biji left! Can afford to make less in local mkt since profit is pouring in from Japan!!! Nomura, Dentsu, Ogura, Nihon ISK etc etc etc😘

2024-01-05 15:55

SOLD the balance of my TAS @ 89c this morning!😊 +400%!

2024-05-24 09:46

Zachzach

few days RED already...:(

2024-05-27 10:10

Zachzach

What happened to tas??

2024-05-28 20:04

Zachzach

:( :( :(

2024-05-31 16:11

Zachzach

party is over?

2024-06-05 08:57

investorbat

selloff almost done, reversal signal came out ,if close above 0.75 good sign

2024-06-05 11:01

Zachzach

So today fly to the moon ?

2024-06-06 08:16

Zachzach

go go TAS

2024-06-06 10:52

investorbat

next 0.83,stay above 0.80 today good

2024-06-10 15:15

Zachzach

hoping to break 0.9 soon !!

2024-06-11 13:25

investorbat

business very good,buy and expending

2024-06-21 09:26

investorbat

buy land

2024-06-21 09:39

mf

sell

2024-07-26 09:31

investorbat

This Q less vessel delivered,guess only 1 vessel because revenue 4mil only ,next Q will be more as they secured more than 200mil of contract and estimated to be fully delivered end of next year.Each Q will be 30mil above if divided by 6Q.Buying at this level is cheap plus 1 sen dividend

2024-07-26 09:42

mf

run

2024-07-26 10:19

teknikal

oversold based on MACD and RSI at 65 sen, time to rebound

2024-07-26 14:52

roger3210

next q will be surprisingly strong as delivery delayed to current quarters. imagine combining delivery of 2 quarters into 1, what will be the revenue n profit. go do the maths youself

2024-07-26 16:58

Abram66

We will find out in Oct , turning green is highly anticipated

2 months ago

roger3210

strong QR coming

1 week ago

roger3210

TAS Offshore (TOB MK, NOT RATED, FV: MYR0.96) Follow up note

♦️ Why lower? The lower quarterly revenue and profit were primarily due to the absence of vessel deliveries in 4Q24, as the five scheduled tugboat deliveries were postponed from May to June. This delay resulted from the Indonesia Raya celebration in April and May, leading to a higher inventory level of MYR94.8m, up 22% quarter-on-quarter, as noted in the quarterly announcement.

♦️ What will happen next? Following my follow-up with management this morning, two of the delayed tugboats were delivered in July, and the remaining three are expected to be delivered in August, pending customer approval and payment. Additionally, there should be another two or more tugboats delivered next month, aside from the five backlog tugboats. The Board remains optimistic about its prospects as the Group is well-positioned to benefit from the steady development of mining
industry and strong client base in Indonesia. The Group has also acquired additional land of 14.4 hectares for capacity expansion expected to commence by FY26F.

♦️ Consequently, the Group delivered only 10 tugboats in FY24, compared to our forecast of 14, resulting in a profit of MYR9.6m versus our previous FY24 forecast of MYR13m.

♦️ Orderbook more than double of FY24 revenue. The outstanding order book currently exceeds MYR200m, with no order cancellations to date. Looking ahead, we anticipate the Group will deliver 18 tugboats in FY25, including the delayed units, and thus maintain our FY25 forecast of MYR17.3m.

♦️ Valuation. The stock is currently trading at 6.9x FY25F P/E vs our target P/E of 10x.

1 week ago

UnicornP

Looks good to rally.

3 days ago

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