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22 comment(s). Last comment by qqq3 2019-07-16 15:34

qqq3

13,202 posts

Posted by qqq3 > 2019-07-16 10:03 | Report Abuse

Armada, Jaks, Ekovest, Teo Seng..............these are not your classical value investor stock picks.....................

These are also not your classical long term investor stock picks ala Philips.

This is a stock pick of a speculator/ trader.....Armada and Ekovest consistent high volume/ high interest in recent months.

Posted by The One and Only Heavenly Punter > 2019-07-16 10:15 | Report Abuse

no KNM means bad pick

qqq3

13,202 posts

Posted by qqq3 > 2019-07-16 10:17 | Report Abuse

Shanghai don't want u? how come here?

Posted by The One and Only Heavenly Punter > 2019-07-16 10:19 | Report Abuse

me on the other hand, doing much better with econpile

Posted by The One and Only Heavenly Punter > 2019-07-16 10:20 | Report Abuse

maybe you need to learn from me.

qqq3

13,202 posts

Posted by qqq3 > 2019-07-16 10:24 | Report Abuse

don't have to have all that moves up....

just need to make above average money................

qqq3

13,202 posts

Posted by qqq3 > 2019-07-16 10:25 | Report Abuse

anyone know what is value investor stock picks look like in recent months?

stockraider

31,556 posts

Posted by stockraider > 2019-07-16 10:33 | Report Abuse

Armada is truly a value stock mah...!!

stockraider

31,556 posts

Posted by stockraider > 2019-07-16 10:35 | Report Abuse

Who says armada is not quality?. Already proven armada is as good as yinson loh...!!

Posted by qqq3 > Jul 16, 2019 10:03 AM | Report Abuse

Armada, Jaks, Ekovest, Teo Seng..............these are not your classical value investor stock picks.....................

These are also not your classical long term investor stock picks ala Philips.

This is a stock pick of a speculator/ trader.....Armada and Ekovest consistent high volume/ high interest in recent months.

qqq3

13,202 posts

Posted by qqq3 > 2019-07-16 10:38 | Report Abuse

by stockraider > Jul 16, 2019 10:33 AM | Report Abuse

Armada is truly a value stock mah...!!
============

when people says he is a value investor.......the stuffs that get into my head are...............low PE, high NTA, very conservative, very kedekut, boring stuffs with little volume and no interest, and mostly no movements like Insas.................

winbigbursa

1,823 posts

Posted by winbigbursa > 2019-07-16 10:44 | Report Abuse

trading (daytrading,swing trading,moementum,contrarian) & Investing (value,growth,contrarian,dividend/income) all got their place in stock market.

like two sides of the same coin.

each got its pros n cons,n stk market need all diverse styles of making money for it to have depth n sustaining power.

So, no point to say one style makes more money than the other, short-term ? long-term ?

Important is we can keep n grow the money we make, using whatever style we fancy..

qqq3

13,202 posts

Posted by qqq3 > 2019-07-16 10:51 | Report Abuse

by stockraider > Jul 16, 2019 10:33 AM | Report Abuse

Armada is truly a value stock mah...!!
============

when people says he is a value investor.......the stuffs that get into my head are...............low PE, high NTA, very conservative, very kedekut, boring stuffs with little volume and no interest, and mostly no movements like Insas.................

another image that comes to mind when talking about value investors is that value investors stocks are accountants dream stocks.............Armada with its high borrowings it not likely to come under the radar of a value investor.............

stockraider

31,556 posts

Posted by stockraider > 2019-07-16 10:51 | Report Abuse

Armada a truly quality company and about same standard as Yinson loh ??

1. It achieved the latest same qtr profit as yinson.
2. It has slightly lesser gearing compare to yinson
3. It has more fpso than yinson
4. Armada revenue is twice of yinson.
5 Armada equity is twice of yinson.

MOST IMPORTANT INVESTMENT PREPOSITION : ARMADA is 7 times cheaper than yinson.

freddiehero

16,722 posts

Posted by freddiehero > 2019-07-16 10:56 | Report Abuse

haha.. good pick? cantik ka

stockraider

31,556 posts

Posted by stockraider > 2019-07-16 11:01 |

Post removed.Why?

qqq3

13,202 posts

Posted by qqq3 > 2019-07-16 11:07 | Report Abuse

Armada is a good contrarian play, one of the best. Stock fallen from $ 4 to 20 sen........billions written off, billions of loan liabilities, bankruptcy risk....but to a contrarian, game not over yet, there is hope yet, still winning projects............turn around plan based on monetisation of assets is a possibility.

stockraider

31,556 posts

Posted by stockraider > 2019-07-16 11:11 | Report Abuse

There is no risk for Armada bankrupt loh...!!

Why leh ??


Posted by stockraider > Jul 16, 2019 10:51 AM | Report Abuse X

Armada a truly quality company and about same standard as Yinson loh ??

1. It achieved the latest same qtr profit as yinson.
2. It has slightly lesser gearing compare to yinson
3. It has more fpso than yinson
4. Armada revenue is twice of yinson.
5 Armada equity is twice of yinson.

MOST IMPORTANT INVESTMENT PREPOSITION : ARMADA is 7 times cheaper than yinson.


Posted by qqq3 > Jul 16, 2019 11:07 AM | Report Abuse

Armada is a good contrarian play, one of the best. Stock fallen from $ 4 to 20 sen........billions written off, billions of loan liabilities, bankruptcy risk....but to a contrarian, game not over yet, there is hope yet, still winning projects............turn around plan based on monetisation of assets is a possibility.

Icon8888

18,659 posts

Posted by Icon8888 > 2019-07-16 11:13 | Report Abuse

and also the Australian court case... bring in RM1 bil if wins


Posted by qqq3 > Jul 16, 2019 11:07 AM | Report Abuse

Armada is a good contrarian play, one of the best. Stock fallen from $ 4 to 20 sen........billions written off, billions of loan liabilities, bankruptcy risk....but to a contrarian, game not over yet, there is hope yet, still winning projects............turn around plan based on monetisation of assets is a possibility.

stockraider

31,556 posts

Posted by stockraider > 2019-07-16 11:19 | Report Abuse

Correctloh...on Australian court case Armada will surewin, but it all depends on how much loh....!!

The range of compensation is from Rm 300m to Rm 2.2 billion but the irony, is that the mkt value this case not only zero value but negative Rm 500m loh...!!

Surely this add to Armada huge undervalue turnaround opportunity loh..!!

Posted by Icon8888 > Jul 16, 2019 11:13 AM | Report Abuse

and also the Australian court case... bring in RM1 bil if wins

Posted by qqq3 > Jul 16, 2019 11:07 AM | Report Abuse

Armada is a good contrarian play, one of the best. Stock fallen from $ 4 to 20 sen........billions written off, billions of loan liabilities, bankruptcy risk....but to a contrarian, game not over yet, there is hope yet, still winning projects............turn around plan based on monetisation of assets is a possibility.

Sslee

6,767 posts

Posted by Sslee > 2019-07-16 11:41 | Report Abuse

Hahahaha,
qqq3 so happy now. Why give up on your Sendai bet TSN and jump into Armada TSAK and KYY Teoseng?

(S=QR) Philip

4,858 posts

Posted by (S=QR) Philip > 2019-07-16 14:46 | Report Abuse

“There will be an initial judgement [on the claim] in the fourth quarter of 2019. Then there will be a period for appeals, as we understand the legal process,” said Christenson, hinting of a longer timeline before Bumi Armada can receive the compensation even if it wins in court.

>>>>>>>>>>

Confident, aren't we?

qqq3

13,202 posts

Posted by qqq3 > 2019-07-16 15:34 | Report Abuse

(S=QR) Philip
1893 posts
Posted by (S=QR) Philip > Jul 16, 2019 2:46 PM | Report Abuse

“There will be an initial judgement
===========

that is icing on the cake.......the attractiveness of this stock is that any good news, this stock will response with a force. Expectations are low and not taken into account its new investments.....next results, same as last results, the stock limit up one..............

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