Jaeden Kok's comment on ARMADA. All Comments

Jaeden Kok
55 Like · Reply
6/11: Price seems stable after correction, now expecting a better q3 results. Gdluck .

22/10: 早早提醒存在危机 接刀等跌稳 不要冲动

14/10: Armada all the way shoot up to 0.4 above, now time to wait for the next qr improvements again. More waves to come, stay tuned,cheers ~

23/9 : High order book, improvement of kraken, utilization rate is getting higher and debt restructuring. Next qtr most likely to be profitable as well, hold and buy on dips. Otw back to las
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Jaeden Kok
Just keep if you have cheap tickets, can monitor one more week see how.
Like · 4 years · translate
Meng Hock
新手的我,请问这是做空的把股价压下吗?
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May Fen
可能是陷阱因为很多公司公布业绩后就股价就开始下跌
1 Like · 4 years · translate
YabaiYabai Draco
congrats armada holder..
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eric leow
just be careful, monday might fall again
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Piero Wong
看长远应该还能破新高,设止损点就没问题!
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Lim Gee Beng
我會堅持等到明年3月,定滴來。
1 Like · 4 years · translate
Alan Lee
Just hold tight. Will come back after retrace
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Jaeden Kok
Some infos I copied from I3investor’s user. I believe o&g still have trend in mid term.


See the big picture - the upward trend.

1) Turnaround with significantly improved fundamentals.

2) Stronger cash flow and profitability. 2H19 > 1H19.

3) Higher kraken uptime and OMS utilization. Kraken write back possible.

4) Lower liquidity risk with debt restructured to long term.

5) Major shareholder loan signifying commitment and optimism.

6) New FPSO contract won. Potential new jobs for installer and constructor.

7) Potential Claire award to be announced in Q4.

8) Cost rationalization exercise - reduce management overheads.

9) Idle Perdana sale to pare down debt, gain on disposal and lower maintenance expense.

10) Hands-on CEO, stock options pricing aligns interest with shareholders to improve share price.

11) Trade war de-escalation, higher global growth and oil demand, higher oil price.

12) Higher capex by Petronas - 36bn in 2H2019, Armada’s OSVs potential beneficiary.

13) Year end window dressing starting soon

14) Foreign funds begin to flow back to Malaysia, one of the worst laggers in Asia. That means an extra push to stock prices.

15) Still grossly undervalued at <1x P/B vs Yinson >2x P/B.

16) Bearish IBs like Maybank and Kenanga who called around RM0.10 TP after Q2 results will have no choice but to upgrade TP after Q3 results out. They already look like the stupidest fool in the market to the institutional investors.

17) EPF holdings quite close to 5% floor. Historically when they reach closer to 5% they net buy. When they reach 7-8% they net sell. When another positive Q3 is out, EPF will get justification to buy more.

18) 2020 will be even better, so it’s a sustained turnaround not just a quarterly hero.
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2 Like · 4 years · translate
yutaka tong
armada debts is way too high. plus previous loss of 2billion. current 100m profit is not enough to pay debts interest.
1 Like · 4 years · translate
Ricardo Milos
where is Thomas ? if Thomas doesn't come here means I will end up 8n striper club again becauSe of Armada
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William Gui
Waiting another round to enter.. come to papa
1 Like · 4 years · translate
Zhong lin He
kok
somebody buy in
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Jaeden Kok
Zhong i see gt any chance come back next time at lower. Ive cut at 0.5 as i mentioned. Just playing short term, must discipline. For mid term holders, still optimistic so far.
2 Like · 4 years · translate
Jaeden Kok
目标价:62仙
最新进展

布米阿马达(ARMADA,5210,主板能源股)截至第三季的2019财年第三季转亏为盈,净利报1亿5337万3000令吉,营业额则录得5亿2781万3000令吉,年跌10.24%。

首三季营业额按年降15.6%,报15亿5506万2000令吉;净利也是按年转亏为盈,净赚2亿9379万4000令吉。

行家建议

第三季净利超越我们和市场的预测,超越的幅度分别为13%和7%。

我们调高2019财年每股净利预测8%,因为印度浮式生产储油轮(FSPO)Sterling I和II在第三季获得单次税务豁免,带动联营项目的盈利。

同时,我们也上修2020至2021财年的每股净利预测10至11%,因为岸外海事服务(OMS)业务改善,船只使用率从55%增加至60%;每日租金率(DCR)从每制动马力(bhp)1美元提高至1.20美元;及更有利的美元汇率。

尽管如此,我们上修后的盈利预测,尚未全面反映出Perdana油轮的节约成本,意味着盈利预测还有上调的潜能。

根据过去12月的每股分类加总估值(SOTP),我们把目标价格从45仙上修至62仙,相等于本益比10倍。

至于公司的下行风险,则包括岸外支援船(OSV)使用率比预测低、海底船只调度延后,及现有FSPO合约遭中止。
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4 Like · 4 years · translate
Jaeden Kok
Bearish signal is there, lower high getting lower.
1 Like · 4 years · translate
VChung Chin
kok. still able to hold?
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Jaeden Kok
Volume getting lesser and bearish reversal now. Idk yr avg price can't gv advise. Last time i told below 0.5 must cut. Might test support back to 0.45/0.46 in short term.
1 Like · 4 years · translate
Andreew
trend is not nice now
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Philip Lkc
Is time to go
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Nick Chung
As i mentioned earlier fair value max only 0.53 . Being dragged down by massive debts, the profit they can earn only can repay interest, long term wise sustainability remain questionable
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Jaeden Kok
0.475 very strong support, if no pull back next week better beware guys.
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Jaeden Kok
No pull back, dropped back to 0.46 as mentioned
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William Gui
Preparing to Re enter batches by batches. Goodluck my comrades !
1 Like · 4 years · translate
wasabi老姨
paikiaaa .你去了哪里都没出来找老娘了你
1 Like · 4 years · translate
wasabi老姨
想看看armada 怎样屎。。。。。
1 Like · 4 years · translate
William Gui
Oi wasabi go find yutaka la.. he miss u
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wasabi老姨
yukata sien with me liaooo....how old r de paikia..i can intro my godson to u...loll
1 Like · 4 years · translate
William Gui
Me also sian with auntie liao.. I wan fresh young girl...
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wasabi老姨
dun lah paikiaaaa.......aunty wan fresh meat....
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William Gui
Oi cat.. u also noty liao... I gone for few days only one by one noty liao ah... wan kena liao...
1 Like · 4 years · translate
wasabi老姨
you go wher makan again arh....ur gay kok kok kena gigit by SKL liao lehhh
1 Like · 4 years · translate
Jaeden Kok
Last support 0.45, if break below then not looking good.....
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wasabi老姨
paikia paikiaa
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Chester Chew
I queue at 450....fast sell....
1 Like · 4 years · translate
Klse2u Thomas
sure won't break 0.60 one la
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William Gui
Gay Kok not like last time liao la after he sold. He changed jor. See his pattern talking for this particular shares not same as last time liao lo. Anyways, most important now is... SKL GAY THOMAS IS BACK!
1 Like · 4 years · translate
Jaeden Kok
Lol paikiakia, talk based on technical and facts ma, not talk coxk like others. I already told reversal on 0.5 based on ta, and now the price shows it...
1 Like · 4 years · translate
Zhong lin He
kok
how u see..
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Zhong lin He
somebody keep a lot ticket ...
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William Gui
In this counter, no one has more than operator themselves... we follow operator movements only
1 Like · 4 years · translate
Leslie Teo
agreed with u paikia
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Jaeden Kok
Zhong no ideas now, 0.5 support just break now testing 0.45 support quite strong. Hope can back to its value, i believe o&g trend will continue next year. Seems like coming back above 0.5,looking good
3 Like · 4 years · translate
Zhong lin He
kok
tks sharing
1 Like · 4 years · translate
Gary Loh
thanks sharing kok
1 Like · 4 years · translate
Lim Gee Beng
still can buy now???
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Jaeden Kok
Welcome.. Dun hv buy sell opinion, for me i will rather buy on 0.45 support.
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Zhong lin He
wow good new coming soon
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William Gui
Guess got news.. either that or rebound.
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Shi Hao
can break 60 sen :)
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William Gui
Hv to break next resistance first.. we can only ride the operator’s direction. So ride and enjoy or quit and watch cos there’s ntg we can do.
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Klse2u Thomas
next resistance is 0.55
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Kok Chung Chan
court case results???
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J.Y LIM
hahaha all kena tembak
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William Gui
We need Thomas to break 0.55 !!!!
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Jaeden Kok
Have to break 0.55 with huge volume. Good luck Armadians!
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wasabi老姨
oiii paikiaaaa
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Klse2u Thomas
sure won't break 0.60 one la
1 Like · 4 years · translate
Hugo Hugo
Hope break 0.55 slowly, not too fast and not too slow, so the earth quake won’t happens again.
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William Gui
Auntie wasabi u said open group until now don’t hv zzz
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东方狂无极
Armada, go go go
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wasabi老姨
u didnt reply my email..ma de paikia
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William Gui
Didn’t get ur email...
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Ricardo Milos
要发达,先阿妈达。我去边疆就先袋袋平安。怕等下电话没线卖不出。
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Jaeden Kok
Have to breakout 0.55 with higher volume, if not double top will formed.
3 Like · 4 years · translate
Klse2u Thomas
sure won't break 0.55 one la...
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Leslie Teo
it's matter of time
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Shi Hao
so quiet.. how is everyone
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William Gui
waiting 46-45 to buy back in
2 Like · 4 years · translate
Shi Hao
almost there
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yutaka tong
most short term traders only see the last few qr performance but overlook the previous year of big losses. the company already losses 2.3billion compare to the small profit
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wasabi老姨
sincr when yukata bcome short term trader harrrrr
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Jaeden Kok
See can sustain 0.45-0.46 support or not, might be a good entry, cut when support pecah.
1 Like · 4 years · translate
Klse2u Thomas
now it's super undervalued
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Klse2u Thomas
Armada operator fully controlling and manipulating the counter
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Shi Hao
yea. maybe they shaking off weak holders.
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Klse2u Thomas
last month and last two months, Armada was down to 0.45-0.455 again before it flied up again to 0.55, history might repeat...
1 Like · 4 years · translate
yutaka tong
study fundamental report not base on price and technical alone
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Shi Hao
fundamental shows that the business is on a positive turnaround. price will follow.
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Time and Space
Monsoon season,会不会影响他的生意呢,大家support 买记得set cutlost,怕是M技术图表。。。
1 Like · 4 years · translate
Klse2u Thomas
Actually I have been observing Armada operator style, when at 0.20 time, operator really like the price to stay around 0.20-0.21, then collected cheap shares, same to 0.30-0.31, then 0.35-0.355, then 0.40-0.41, then again 0.45-0.455 (up two times to 0.55), and now 0.465, Armada operator will be doing the same again, to collect at 0.45-0.46 again and again, take note on this
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4 Like · 4 years · translate
Shi Hao
Australia Supreme Court Listings for 24 January 2020 ( BA Claire case ) 2pm

Judgment SC
2:00pm ARMADA BALNAVES PTE.LTD. v WOODSIDE ENERGY JULIMAR PTY LTD

https://ecourts.justice.wa.gov.au/eCourtsPortal/CourtListings/TodaysCourtListings
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1 Like · 4 years · translate
Craig
all in tomorrow
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Klse2u Thomas
only got 5.5m compensation, instead of waiting for 1billion compensation...
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Stanly Kong
Got nothing for compensation
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Shi Hao
poison to some, gold to some.. let's see who wins. bear or bull
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Shi Hao
who is still waiting? haha
1 Like · 4 years · translate
Ricardo Milos
要发达 , 先阿妈达
1 Like · 4 years · translate
Klse2u Thomas
OPEC+ agreed with 600k daily cut
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Klse2u Thomas
kok, how's your opinion?
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Jaeden Kok
Hi Thomas, in my opinion i think Armada next qr remain uncertainties. Because year end we have monsoon weather might affect their business. While the court case and huge debt are the impacts as well. Armads have to show significant growth in future to move further. Just my 2 cents.
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Like · 4 years · translate
Jaeden Kok
Qr Bomb again, gg...
2 Like · 4 years · translate
mint
kok...so fast comment..haha...oil counter all gg at q1...2020
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Jaeden Kok
Expected lo, 油股只能抓波段或者选好公司长期持有。很多散户还以为油价反弹一点就all in 油仙股, 不看看业绩..
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mint
现在covid盛行,油价处于劣势。抓波段有难度,要很小心不让很快就gg了。。
1 Like · 4 years · translate
Jaeden Kok
油气公司我只选基本面好的 长期持有
1 Like · 4 years · translate
mint
我觉得如果要选汽油股,我会选serbak..
1 Like · 4 years · translate
mint
serbak..跌是有时候是市场情绪,有机会可以进。不过不是现在
1 Like · 4 years · translate
路过
velesto也不错 进了
1 Like · 4 years · translate