BUMI ARMADA BERHAD
KLSE (MYR): ARMADA (5210)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
0.66
Today's Change
0.00 (0.00%)
Day's Change
0.655 - 0.665
Trading Volume
11,114,500
Financial
Market Cap
3,912 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 | 1.64
EPS | P/E | EY
9.32 Cent | 7.08 | 14.12%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
0.96 | 0.69
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 | 1.83
EPS | P/E | EY
5.60 Cent | 11.78 | 8.49%
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 | 1.66
EPS | P/E | EY
16.15 Cent | 4.09 | 24.46%
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
Show?
| Last 10 FY Result | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2,355,009 | 2,389,240 | 2,133,089 | 2,405,539 | 2,162,582 | 2,339,889 | 2,070,705 | 2,418,739 | 2,402,130 | 1,317,389 | 2,179,734 | 2,397,339 | -1.28% | |
| PBT | 988,005 | 566,176 | 296,142 | 709,001 | 667,896 | 127,609 | 82,191 | -2,296,872 | 492,230 | -1,944,264 | -171,392 | 309,182 | -0.47% | |
| Tax | -11,478 | -8,544 | -3,105 | 15,655 | -110,218 | -15,364 | -44,033 | -22,276 | -115,823 | -60,772 | -70,385 | -84,817 | -30.73% | |
| NP | 976,526 | 557,632 | 293,037 | 724,656 | 557,678 | 112,245 | 38,158 | -2,319,148 | 376,407 | -2,005,036 | -241,777 | 224,365 | 3.00% | |
| - | ||||||||||||||
| NP to SH | 957,105 | 552,342 | 332,059 | 732,411 | 574,066 | 125,569 | 58,618 | -2,302,769 | 352,247 | -1,967,651 | -234,566 | 218,690 | 4.74% | |
| - | ||||||||||||||
| Tax Rate | 1.16% | 1.51% | 1.05% | -2.21% | 16.50% | 12.04% | 53.57% | - | 23.53% | - | - | 27.43% | - | |
| Total Cost | 1,378,482 | 1,831,608 | 1,840,052 | 1,680,883 | 1,604,904 | 2,227,644 | 2,032,547 | 4,737,887 | 2,025,723 | 3,322,425 | 2,421,511 | 2,172,974 | -1.82% | |
| - | ||||||||||||||
| Net Worth | 5,688,408 | 5,688,408 | 5,565,351 | 5,085,864 | 3,892,596 | 3,117,875 | 3,231,092 | 3,346,434 | 5,514,293 | 5,572,962 | 7,274,174 | 6,919,331 | -2.38% | |
| Equity | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Worth | 5,688,408 | 5,688,408 | 5,565,351 | 5,085,864 | 3,892,596 | 3,117,875 | 3,231,092 | 3,346,434 | 5,514,293 | 5,572,962 | 7,274,174 | 6,919,331 | -2.38% | |
| NOSH | 5,927,875 | 5,927,875 | 5,922,666 | 5,918,047 | 5,907,044 | 5,885,895 | 5,876,524 | 5,870,937 | 5,866,269 | 5,866,276 | 5,866,269 | 5,866,269 | 0.10% | |
| Ratio Analysis | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NP Margin | 41.47% | 23.34% | 13.74% | 30.12% | 25.79% | 4.80% | 1.84% | -95.88% | 15.67% | -152.20% | -11.09% | 9.36% | - | |
| ROE | 16.83% | 9.71% | 5.97% | 14.40% | 14.75% | 4.03% | 1.81% | -68.81% | 6.39% | -35.31% | -3.22% | 3.16% | - | |
| Per Share | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RPS | 39.74 | 40.32 | 36.03 | 40.68 | 36.67 | 39.78 | 35.25 | 41.20 | 40.95 | 22.46 | 37.16 | 39.84 | -1.10% | |
| EPS | 16.15 | 9.32 | 5.61 | 12.38 | 9.74 | 2.13 | 1.00 | -39.22 | 6.00 | -33.54 | -4.00 | 4.32 | 2.94% | |
| DPS | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.82 | 1.63 | - | |
| NAPS | 0.96 | 0.96 | 0.94 | 0.86 | 0.66 | 0.53 | 0.55 | 0.57 | 0.94 | 0.95 | 1.24 | 1.15 | -2.21% | |
| Adjusted Per Share Value based on latest NOSH - 5,927,875 | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RPS | 39.73 | 40.31 | 35.98 | 40.58 | 36.48 | 39.47 | 34.93 | 40.80 | 40.52 | 22.22 | 36.77 | 40.44 | -1.28% | |
| EPS | 16.15 | 9.32 | 5.60 | 12.36 | 9.68 | 2.12 | 0.99 | -38.85 | 5.94 | -33.19 | -3.96 | 3.69 | 4.74% | |
| DPS | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.81 | 1.65 | - | |
| NAPS | 0.9596 | 0.9596 | 0.9388 | 0.858 | 0.6567 | 0.526 | 0.5451 | 0.5645 | 0.9302 | 0.9401 | 1.2271 | 1.1673 | -2.39% | |
| Price Multiplier on Financial Quarter End Date | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | 30/09/24 | 30/09/24 | 29/12/23 | 30/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 29/12/17 | 30/12/16 | 31/12/15 | 31/12/14 | - | |
| Price | 0.47 | 0.47 | 0.495 | 0.48 | 0.47 | 0.35 | 0.53 | 0.155 | 0.765 | 0.605 | 1.02 | 1.09 | - | |
| P/RPS | 1.18 | 1.17 | 1.37 | 1.18 | 1.28 | 0.88 | 1.50 | 0.38 | 1.87 | 2.69 | 2.75 | 2.74 | -7.40% | |
| P/EPS | 2.91 | 5.04 | 8.83 | 3.88 | 4.83 | 16.40 | 53.12 | -0.40 | 12.74 | -1.80 | -25.51 | 29.99 | -12.69% | |
| EY | 34.37 | 19.83 | 11.33 | 25.80 | 20.71 | 6.10 | 1.88 | -253.05 | 7.85 | -55.44 | -3.92 | 3.33 | 14.56% | |
| DY | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.80 | 1.50 | - | |
| P/NAPS | 0.49 | 0.49 | 0.53 | 0.56 | 0.71 | 0.66 | 0.96 | 0.27 | 0.81 | 0.64 | 0.82 | 0.95 | -6.27% | |
| Price Multiplier on Announcement Date | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | 22/11/24 | 22/11/24 | 28/02/24 | 24/02/23 | 25/02/22 | 26/02/21 | 27/02/20 | 28/02/19 | 26/02/18 | 28/02/17 | 26/02/16 | 26/02/15 | - | |
| Price | 0.545 | 0.545 | 0.52 | 0.595 | 0.50 | 0.395 | 0.335 | 0.18 | 0.87 | 0.725 | 1.00 | 1.16 | - | |
| P/RPS | 1.37 | 1.35 | 1.44 | 1.46 | 1.36 | 0.99 | 0.95 | 0.44 | 2.12 | 3.23 | 2.69 | 2.91 | -7.51% | |
| P/EPS | 3.37 | 5.85 | 9.27 | 4.80 | 5.14 | 18.51 | 33.57 | -0.46 | 14.49 | -2.16 | -25.01 | 31.92 | -12.82% | |
| EY | 29.64 | 17.10 | 10.79 | 20.81 | 19.47 | 5.40 | 2.98 | -217.91 | 6.90 | -46.26 | -4.00 | 3.13 | 14.73% | |
| DY | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.82 | 1.41 | - | |
| P/NAPS | 0.57 | 0.57 | 0.55 | 0.69 | 0.76 | 0.75 | 0.61 | 0.32 | 0.93 | 0.76 | 0.81 | 1.01 | -6.52% | |
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.
Discussions
45 people like this. Showing 50 of 72,559 comments
https://www.pharos.energy/investors/press-releases/vietnam-production-licence-extensions-granted/
The TGT block has been granted a 5-year license extension to 2031! This is good news, as the Armada TGT FPSO's lease was recently extended to 2026. There is a potential 5 additional years of extension to come in the future.
1 month ago
About a month ago, CEO of Sapura Energy resigned. Stock went up 50%. From 3 to 4.5 sen. (back to usual now). Imagine the reward for shareholders if Greedy Gary resign. One can only dream.
1 month ago
@ Robery Waters
Has Gary done a good job as CEO?
I guess so as he has brought the company from the red into the black
And from billions of debt to what it is today
Can he do any better by getting new and additional contracts?
Yes
But are we sure a new CEO can do any better.
Sometimes it is better to deal with the devil we know than the angel we do not.
Anyways, just my 2 sen worth of opinion as i am not as knowlegable as you and NikiCheong
1 month ago
Armada’s future would lift off with Petronas being the benefactor.. Hopefully the merger takes place with MISC’s outfit.
1 month ago
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.
4 weeks 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.
4 weeks 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.
3 weeks 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.
3 weeks 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).
3 weeks 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.
3 weeks ago
Quite right Sovereign, but with a qualifier; with good governance and transparent management.
3 weeks ago
nvm, I sold all already, too tired to hold anymore at least earn some angpau money.
2 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.
2 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.
1 week 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.
1 week ago
TRUMP DRILL BABY DRILL WILL CAUSE CRUDE PRICE TO FALL
AVOID ALL OGSE OIL STOCKS NOW
https://www.youtube.com/watch?v=xSfg0qTBCHQ
4 days ago
Post a Comment
Featured Posts
Latest Videos
Apps
Top Articles
1
Dragon Leong blog
2
Stock Market Enthusiast
Feng Shui Market Outlook for FBM KLCI in the Year of the Wood Snake (2025)
3
Stock Market Enthusiast
3 Resilient Stocks That Defied Malaysia’s Market Slump in January 2025 - #GCB, #ABMB, #CDB
4
The Alpha Trader
5
Kenanga Research & Investment
Oil & Gas - Dissecting Petronas and Trump's Impact on the Sector (OVERWEIGHT)
6
Rakuten Trade Research Reports
7
TA Sector Research
8
MQ Market Updates
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
vespa
https://www.businesstoday.com.my/2024/11/16/gain-for-misc-with-bumi-armada-synergy/
1 month ago