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 [BUMI ARMADA BHD:保持对HSSEQ的关注,降低成本和债务,改善Armada Kraken的表现,卖掉未使用的资产,为OMS船舶提供服务,FPO部门的选择性增长]

YTD19 vs YTD18:
布米阿马达2019年YTD盈利为6,140万令吉,而这公司拥有人应占溢利为6,220万令吉,较2018年YTD分别增加26%及28%。增加主要是由于津贴增加所致因2018年12月31日止财政年度在Armada Kraken FPSO及若干OSV船舶确认的减值亏损而导致2018年YTD应收款项减值亏损及折旧减少。此次增加亦来自2019年YTD Karapan Armada Sterling III业绩的较高份额,由于确认递延所得税资产而导致的税项支出减少以及确认的管理费减少。

1Q19 vs 4Q18:
2019年第一季度,集团实现利润6,140万令吉,归属于这公司业主的利润为6,220万令吉,较2018年第4季度增长超过100%。FPO业绩在2019年第一季度增加至2.537亿令吉,相比2018年第四季度的1.534亿令吉,主要是由于Armada Kraken FPSO在2019年第一季度的贡献高于2018年第四季度。2019年第一季度的OMS部门业绩降至900万令吉,而2018年第四季度则为5850万令吉主要是由于2018年12月在里海的LukOil项目完工。截至2019年3月31日,布米阿马达的负债总额为116.615亿令吉,较2018年12月31日减少4%,主要因为偿还银行借款。

前景:
该集团打算将重点放在以下领域,以改善该组织的前景:

▪保持对HSSEQ的关注;
▪降低成本和债务;
▪改善Armada Kraken的表现;
▪卖掉未使用的资产;
▪为OMS船舶提供服务;和
▪FPO部门的选择性增长。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.28 (dividend RM0.015) in 9 months 16 days, total return is 81.1%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 in 10 months 27 days, total return is 63.5%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 5 months 12 days, total return is 61.3%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.42 (dividend RM0.0825) in 7 months 14 days, total return is 32.4%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 5 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 8 days, total return is 30.4%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.71 (dividends RM0.03) in 7 months 28 days, total return is 21.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 4 months 28 days, total return is 17.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 6 months 10 days, total return is 11.4%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

1)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

9月7日星期六:Hotel Sri Petaling, KL

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

9月8日星期日:Hotel Sri Petaling, KL 3份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

6月22日星期六:AG Hotel Penang, George Town 4份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这
https://web.facebook.com/jamesshareinvest/posts/2266313063635435 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/ByBqriPHbQg

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
----------------------------
[BUMI ARMADA BHD: Maintain focus on HSSEQ, reduce costs and debt, improve Armada Kraken performance, monetise unutilised assets, secure charters for the OMS vessels, selective growth in FPO sector]

YTD19 vs YTD18:
The Group posted a profit of RM61.4 million for YTD 2019 and a profit attributable to Owners of the Company of RM62.2 million, an increase of 26% and 28% respectively compared to YTD 2018. The increase is mainly due to higher allowance for impairment losses of receivables in YTD 2018 and lower depreciation as a result of impairment losses recognised on the Armada Kraken FPSO and certain OSV vessels during the financial year ended 31 December 2018. The increase is also contributed by higher share of results from Karapan Armada Sterling III in YTD 2019 arising from lower tax expense due to recognition of deferred tax assets and lower management fees recognised in YTD 2019.

1Q19 vs 4Q18:
The Group posted a profit of RM61.4 million and a profit attributable to Owners of the Company of RM62.2 million for Q1 2019, an improvement by more than 100% as compared Q4 2018. The FPO segment result increased to RM253.7 million for Q1 2019 as compared to RM153.4 million for Q4 2018 mainly due to higher contribution from Armada Kraken FPSO in Q1 2019 compared to Q4 2018. The OMS segment result decreased to RM9.0 million for Q1 2019 as compared to RM58.5 million for Q4 2018 mainly due to the completion of the LukOil project in the Caspian Sea in December 2018. As at 31 March 2019, the Group had total liabilities of RM11,661.5 million, a decrease of 4% compared to 31 December 2018, mainly due to repayment of bank borrowings.

Prospects:
The Group intends to focus on the following areas to improve the prospects for the organisation:

▪ Maintain focus on HSSEQ;
▪ Reduce costs and debt;
▪ Improve Armada Kraken performance;
▪ Monetise unutilised assets;
▪ Secure charters for the OMS vessels; and
▪ Selective growth in FPO sector.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.28 (dividend RM0.015) in 9 months 16 days, total return is 81.1%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 in 10 months 27 days, total return is 63.5%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 5 months 12 days, total return is 61.3%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.42 (dividend RM0.0825) in 7 months 14 days, total return is 32.4%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 5 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 8 days, total return is 30.4%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.71 (dividends RM0.03) in 7 months 28 days, total return is 21.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 4 months 28 days, total return is 17.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 6 months 10 days, total return is 11.4%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2266313063635435 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/208351.jsp
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