BUMI ARMADA BERHAD

KLSE (MYR): ARMADA (5210)

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Last Price

0.59

Today's Change

0.00 (0.00%)

Day's Change

0.585 - 0.59

Trading Volume

117,400

Financial

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Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.

Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
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.

Discussions
46 people like this. Showing 50 of 71,579 comments

bullrun168

If Iran attacks Israel, Middle East turmoil could lift oil past $100 a barrel
Published: April 12, 2024 at 1:22 p.m. ET
By Myra P. Saefong

https://www.marketwatch.com/amp/story/if-iran-attacks-israel-middle-east-turmoil-could-lift-oil-past-100-a-barrel-fd76ea09

Oil prices could rise by $15 a barrel if all of Iran’s output is interrupted: analyst

Oil traders know the all-too-familiar drill: Heightened tensions in the Middle East have led to a rally in prices — so far to the highest intraday levels in six months. If Iran, one of the world’s largest oil producers, gets directly involved, however, a return to prices of more than $100 a barrel may soon follow.
“Nobody wants to be short heading into the weekend,” said Manish Raj, managing director at Velandera Energy Partners. “If the conflicts escalate over the weekend, short sellers will lose their shirts when they wake up on Monday.”

What’s happened
An April 1 airstrike on Iran’s consulate in Syria, which Tehran has attributed to Israel, killed seven Iranian military officers and prompted a vow of retaliation from Tehran.

Since the start of the war in Gaza in early October, there has been a rise in clashes between Israel and Iran-backed Hezbollah militants based in Lebanon. Hamas, which governs Gaza and launched the Oct. 7 attack on southern Israel, is also backed by Iran.
News reports have said that an Iranian attack on Israel is believed to be imminent, with the Wall Street Journal reporting the possibility of an attack as soon as Friday or Saturday.
The U.S. Embassy in Jerusalem issued a travel advisory on Thursday, warning U.S. citizens in Israel against travel outside of major cities such as Tel Aviv.

John Kirby, the Biden White House’s adviser for national-security communications, told reporters Friday that the administration is “certainly mindful of a very public, and what we consider to be a very credible, threat made by Iran in terms of potential attacks on Israel,” and that it was watching developments “very, very, very closely.”
Oil rally
Prices for oil have climbed so far this month alongside the rising tensions in the Middle East, with U.S. benchmark crude futures trading 5% higher and global benchmark Brent crude gaining closer to 6%.
In Friday dealings, May West Texas Intermediate crude CL.1 CLK24 was up 76 cents, or 0.9%, to trade at $85.78 a barrel on the New York Mercantile Exchange after trading as high as $87.67, while June Brent crude BRN00 BRNM24 climbed 90 cents, or 1%, to $90.64 on ICE Futures Europe following a high at $92.18. Both touched their highest intraday levels since October.

1 week ago

nikicheong

Might be good time to exit if Bumi Armada's share price spikes up in the coming week due to macro factors, namely MidEast tension and the ensuing spike in crude oil prices.

Note: This applies for those who've lost faith in the company's future potential. However, this might also be a pivotal moment as a contract award / extension or other key announcement (such as debt refinancing) might just be around the corner.

1 week ago

Felix888999

Queue sell one batch 0.69. 😎

1 week ago

marlboroman2

TASI Tadawul Saudi market index which reopened today on Sunday after the long Eid holidays was rather muted (dived down at the opening hour but had clawed back almost all points towards the closing)

1 week ago

Ninja _07

If there is a bull run, we are looking at 0.65 - 0.69 ...!

1 week ago

serpent100

Where bull….mari lehhh

1 week ago

vespa

with socks,shoes and what not are headlines optimism is an empty promise

1 week ago

Gabriel Khoo

Nik. I think its still managable given that the JV only 1/4 even if the field is to be liquidated

1 week ago

nikicheong

What now?!?!?!?

1 week ago

zonefinder

Looks like its mostly the retail sellers. Large and institutionals are buying ie inflows. Wonder if its reaction to Iran lobbing drones and missiles into Israel and possible reaction from latter.

1 week ago

Ninja _07

Other O&G counters rebounded.

Armada's drop could be a mixture of:

(Geopolitical + Waldorf) = then must watch closely the price movement as most likely price will be shaken a bit;

(Geopolitical Only) = then the price will rebound back to 0.62



1 week ago

Ninja _07

Closed flat at 0.59

1 week ago

steady31

There is not going to be a problem from 29.5% owner Waldorf..EnQuest which holds 70,5% can easily pick up any shortfall as it has just struck 2 huge oilfields in Bressay and Bentley .Just buy low now and sell at 0.68

1 week ago

lloydlim

Time to accumulate guys!

1 week ago

ITreeinvestor

Is there any news regarding the final acceptance of Sterling V? It is expected to be completed this month.

1 week ago

nikicheong

Sterling V acceptance is not happening this month. Still 3 to 6 months away, at minimum.

1 week ago

Ninja _07

Need to hold-on tight ... this is not a major shake-up

1 week ago

rohank71

back to 58... must NOT break or else the uptrend is over...wait for next one.

1 week ago

rohank71

broken... must wait for end May when Q1 results are out for a uptrend.

6 days ago

TimCoke

just collect now

6 days ago

TimCoke

and wait for the QR surprise

6 days ago

Ninja _07

Guys, I am off-loading for now... I think the Waldorf issue is a concern for now... See you all in the next round yeah. Will be back soon!

6 days ago

rohank71

#TimCoke.. the same here... looking forward for a good QR and also some notes in Annual Report and AGM presentation before end of May.

6 days ago

rohank71

Back to above 58... still looking good.

6 days ago

Ninja _07

Looks like everyone betting on Oil counters today

5 days ago

TimCoke

its time to pickup for 'investors'

5 days ago

Ninja _07

Misc, dayang, hibiscus, perdana, dialog all went up .. but armada going down 🤔🤔

5 days ago

marc9enterprise

Ooops.... mouse pointer on the X .....accidently click and delete my own comments ... .hahaha

5 days ago

TimCoke

good news on its way

2 days ago

nikicheong

TimCoke when you say that often enough, it's bound to come true at some point.

2 days ago

rohank71

staying above 58 very well... keeping our hopes alive for a run-up.

2 days ago

TimCoke

Niki, law of attraction ma, but its actually based on fact... Below 6 is still a good buy

1 day ago

nikicheong

The 2023 Annual Report should be out in the coming days. Hopefully there are some concrete, positive developments hidden in there.

Regardless, we need some positive announcement specifically relating to a concrete contract win by June 2024. Otherwise, be prepared to write-off Bumi Armada.

If you read the recent Glassdoor review, it seems like a company without any future potential. Such a sad state of things. Gary must be held accountable for this debacle!

1 day ago

nikicheong

Reviews from Glassdoor

---------------------

Relaxing!

Pros

Relax culture, you can get to know everyone in the company, KLCC view, half day on Friday, 10 mins walk from public transport (LRT)

Cons

Could be better on the employee & career development structure.

---------------------

Bonus payout is considered low as compared to peers

Pros

Friendly environment, rarely working overtime

Cons

No projects. Transparency between upper management and employees is low

Advice to Management

Provide more profit sharing to the employee to retain the talent

---------------------

1 day ago

nikicheong

LMAO they work just half-day on Friday. Intern says it is a relaxing environment, this not good for us.

The second review says no projects. Also, not good for us.

1 day ago

rohank71

sometimes better no new project vs loosing money in new project. unfilled sales up to 20B or NPV @ 13% @ 90 sen per share, better sit and collect the sales and don't screw up. Once debt paid, pay out the extra cash as DV.

1 day ago

rohank71

most analysts valuation is based on NPV @ 16% @ 75 sen

1 day ago

rohank71

this May after QR most analyst will upgrade to 80 to 90 sen band target price as long as NO screw ups. we don't need new projects... but just implement what's is already there with perfection.

1 day ago

TimCoke

73c - fair

1 day ago

vespa

Rohank that is right with cost of equity at just over 16 % and with debt pared down would generally relate to a lower discount increasing PV subject to freecashflow projections. These guys need another project to bump up valuation as buffer to future cashflow projections.

1 day ago

TimCoke

Collect at 0.59 before it is too late?

1 day ago

vespa

The "kick" is in the terminal valuation in the DCF model. A growing company would have a higher valuation. That is why Yinson's valuation is streets ahead

1 day ago

Robert Waters

Let us NOT kid ourselves. We, investors, are not going to make any profit, unless Armada management gets off their asses and start looking for new contract. Project division has been sitting 'half' idle for 5 years now.

1 day ago

vespa

Indeed Mr Waters!

19 hours ago

TimCoke

do it before its too late ha

18 hours ago

Robert Waters

Check the news. Greedy Gary is giving himself millions of shares and here is 60k for MGMNT. Seems unbalanced.

55 minutes ago

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