KLSE (MYR): ARMADA (5210)
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Last Price
0.655
Today's Change
-0.005 (0.76%)
Day's Change
0.65 - 0.67
Trading Volume
9,636,300
Market Cap
3,883 Million
NOSH
5,928 Million
Latest Quarter
30-Sep-2024 [#3]
Announcement Date
22-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
28-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
-20.54% | 18.88%
Revenue | NP to SH
2,389,240.000 | 552,342.000
RPS | P/RPS
40.31 Cent | 1.63
EPS | P/E | EY
9.32 Cent | 7.03 | 14.23%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
0.96 | 0.68
QoQ | YoY
6.47% | -22.01%
NP Margin | ROE
23.34% | 9.71%
F.Y. | Ann. Date
30-Sep-2024 | 22-Nov-2024
Latest Audited Result
31-Dec-2023
Announcement Date
30-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
30-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
2,133,089.000 | 332,059.000
RPS | P/RPS
35.98 Cent | 1.82
EPS | P/E | EY
5.60 Cent | 11.69 | 8.55%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
0.94 | 0.70
YoY
-54.66%
NP Margin | ROE
13.74% | 5.97%
F.Y. | Ann. Date
31-Dec-2023 | 28-Feb-2024
Revenue | NP to SH
2,355,009.333 | 957,105.333
RPS | P/RPS
39.73 Cent | 1.65
EPS | P/E | EY
16.15 Cent | 4.06 | 24.65%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-5.52% | 44.27%
NP Margin | ROE
41.47% | 16.83%
F.Y. | Ann. Date
30-Sep-2024 | 22-Nov-2024
Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Just88 no estimate. It’s a management overlay, they can pluck any figure. If I had to guess, something in the region of rm200mil.
1 month ago
Nikicheong, thank you for your opinion. Any idea what is the current book value of karken ?
1 month ago
Blessed new year to everyone! May the new year beckon positive developments at Bumi Armada.
1 month ago
That was one BIG Dump. I was just selling some at 0.67 looking at transactions when I saw dozens of selling notifications bring it down to 0.655 with see of red flowing in. Somebody crystallized his profit.
1 month ago
l have been selling over past few days. There is still possibility of this company shares to go up. But I had it for too long. Greedy Gary, green initiatives that never materialize, impairments every few years ... all of that wears me out.
1 month ago
Wait for the merger with MISC. It is a shame after holding for so long and left just before the dawn of a new beginning.
1 month ago
The price has already appreciated ... my order to sell at 0.68 awaits. But a lot more to sell at even higher price. Seems there is some development that insiders know, but we have no idea of.
Good action today.
1 month ago
2. Golden Age of the FPSO cycle
2.1 Strong global FPSO outlook
Rystad Energy estimates that total offshore upstream Oil & Gas and CCS
investments to grow at a 5% CAGR from 2023 to 2027E, where the bulk of
the growth would come from greenfield and brownfield capex – see Figure
4. In 2024-2030E, deepwater (125-1,500m) and ultra-deepwater (>1,500m)
will spearhead offshore liquids production growth at an estimated CAGR of
2.2% and 8.0% each
FPSOs are often the most popular/feasible option for developing oil & gas
fields in such depths as pipeline installation/construction can be extremely
expensive and technically challenging. While FPSOs are not exclusively used
in deepwater and ultra-deepwater, they are particularly well-suited for
these environments due to their ability to handle their unique challenges
and complexities.
We think the FPSO market is currently in the “Golden Age” due to a robust
global tender pipeline – with an expected 60 awards from 2024-2028E
(source: Energy Maritime Associates).
1 month ago
Ah, on a day like today we would have a few dozen messages during the trading about the action a couple of years ago. And of course more comments in the evening. How things changed. But maybe it is the normal run of things that only the very patient stay long enough to be rewarded.
1 month ago
Quite right Sovereign, but with a qualifier; with good governance and transparent management.
1 month ago
nvm, I sold all already, too tired to hold anymore at least earn some angpau money.
4 weeks ago
I also sold some, but majority of stake I am still holding. Looking for new bargains. This does NOT look like a bargain any more. Rather a peaking stock that may still have a bit of upward move to go. Cheers.
4 weeks ago
FPSO contractors lining up for replacement of sizeable Malaysian floater
PTTEP recently floated a tender for a replacement FPSO for the Kikeh field offshore Malaysia from 2028.
I believe Bumi Armada and MISC JV could won this PTTEP's Kikeh PFSO replacement project. This is deep water oil field offshore Sabah. Not many companies have this experience.
3 weeks ago
Bumi Armada will be formally awarded the Kojo PSC in Indonesia within the next 2 to 3 months. It's located offshore Makassar Strait, and the block is offered under a direct offer with cost recovery terms.
2 weeks ago
TRUMP DRILL BABY DRILL WILL CAUSE CRUDE PRICE TO FALL
AVOID ALL OGSE OIL STOCKS NOW
https://www.youtube.com/watch?v=xSfg0qTBCHQ
2 weeks ago
I believe Bumi Armada is close to being awarded a contract, EPCIC in nature. Let's see if there's any announcement soon.
6 days ago
If there is going to be a new contract, perhaps it is not a big one. Or likely not to be finalized. I say it on the basis of the price action today. Drop of 2%. Not a good sign.
5 days ago
I checked around. For those who missed, small Sepat FPSO is possibly to go to MISC. BAB not in the competition.
_____________________________________
AmInvest Research Reports
OIL & GAS SECTOR - New Sepat FPSO submission due by March
AmInvest
Publish date: Fri, 07 Feb 2025, 11:49 AM
Upstream recently reported that Petronas Carigali (PCSB) is calling for tender submissions for lease and operate of a Floating, Production, Storage and Offloading (FPSO) vessel for the Sepat Field due by 5 March 2025. This comes after a prequalification exercise launched in September last year.
The Sepat Field is a shallow water redevelopment project located at Block PM313 some ~130km east of Kuala Terengganu, Peninsular Malaysia. The project is currently producing under an early production system which involves use of a mobile offshore production unit (MOPU) and a floating storage and offloading (FSO) vessel.
The requirement entails a Aframax-sized FPSO with a production capacity of at least 30,000 barrels per dal (bbl/day), connected to three wellhead platforms.
Given the production size, we expect a smaller capex of ~US$500mil. The contract term will run for a firm period of 15 years plus an option period of 8 years (through annual renewals), according to sources cited by the news outlet.
Though a redeployment based approach is preferred, a conversion appears more likely as the number of idle vessels is limited given other ongoing tenders in the region e.g., Salam-Patawali, Kelidang, in our view.
Due to the small size, we believe only local contractors will bid for the project. 6 contractors said to be involved includes: MISC (TP: RM8.80), Oceanstar, EPOMS, T7 Global (Non-rated), MTC and Sapura (Non-Rated). However, we believe MISC is a leading contender given its strong track-record of execution for FPSO/FSO projects in Malaysia and strong relationship with PCSB.
The development reaffirms our thematic approach for the sector for 2025. We believe Malaysia will continue to see a strong pipeline of FPSO/FSO tenders and awards. Recall, the newly released Petronas Activity Outlook 2025-2027 outlines requirements for 4 FPSO and 1 FSO in the medium term.
5 days ago
Oil prices increase again
https://www.reuters.com/markets/commodities/oil-steady-investors-digest-new-us-steel-aluminium-tariffs-2025-02-11/
10 hours ago
sg999
TIME TO ALL IN!!! 0.78 a t least!!!
1 month ago