the pricing trend kind of feels like Ageson last Thursday when it slowly creeped up from 11.5c to 13.5c, then announcement came on monday and the price exploded to touch 20c today. I was too eager to get rid of it then and sold all my shares on thursday for 13.5c. Big curve ball for me.
What is happening to MCT now is giving me the dejavu feeling... I will hang on tight to it foreseeing an announcement coming soon. My TP1 is 29c based on the previous resistance 18th Feb and TP2 is around 33c based on Jan resistance.
GOOD NEWS GUYS! GOOD NEWS GUYS! GOOD NEWS GUYS! GOOD NEWS GUYS!
ARBB YEAR END TP RM 1.00--ARBB YEAR END TP RM 1.00--ARBB YEAR END TP RM 1.00
LET ME WRITE A SIMPLE SUMMARY ON WHY WE SHOULD BUY ARBB 7181 SHARES!
1.) Executive Summary ARB Berhad, provides enterprise resource planning, Internet of Things (IoT), and re-energy solutions in Malaysia.
2.) Market Performance GOOD-- (7 Day Return 19.1%) ( MY IT 4.8%) (MY Market 0.6%)
3.) Valuation Is ARB Berhad undervalued compared to its fair value and its price relative to the market? 2.44xPrice to Earnings (PE) ratio
a.) Price To Earnings Ratio PASS-- PE vs Industry: ARBB is good value based on its PE Ratio (2.5x) compared to the IT industry average (20.3x).
PASS-- PE vs Market: ARBB is good value based on its PE Ratio (2.5x) compared to the MY market (12.9x).
b.) Price to Book Ratio PASS-- PB vs Industry: ARBB is good value based on its PB Ratio (0.8x) compared to the MY IT industry average (1.1x).
4.) Future Growth ARB Berhad forecast to perform in the next 1 to 3 years based on estimates from analysts. PASS-- 83% Forecasted Software industry annual growth in earnings
5.) Past Performance PASS- Until 31 dec 2019 Revenue rm102.644mil / year Earnings rm33.205mil / year Profit margin 32.3% Growing Profit Margin:ARBB's current net profit margins (32.3%) are higher than last year (27.7%).
.
How has ARB Berhad performed over the past 5 years? PASS--58.0% Historical annual earnings growth
a.) Past Earnings Growth Analysis PASS-- Earnings Trend: ARBB has become profitable over the past 5 years, growing earnings by 58% per year.
PASS-- Accelerating Growth: ARBB's earnings growth over the past year (684.6%) exceeds its 5-year average (58% per year).
PASS-- Earnings vs Industry: ARBB earnings growth over the past year (684.6%) exceeded the IT industry 17%.
6.) Return on Equity
PASS-- High ROE: ARBB's Return on Equity (27.5%) is considered high.
7.) Financial Health
How is ARB Berhad's financial position? PASS-- Short Term Liabilities: ARBB's short term assets (MYR75.7M) exceed its short term liabilities (MYR1.1M).
PASS-- Long Term Liabilities: ARBB's short term assets (MYR75.7M) exceed its long term liabilities (MYR6.5M).
8.) Debt to Equity History and Analysis PASS-- Debt Level: ARBB's debt to equity ratio (0.1%) is considered satisfactory.
PASS-- Reducing Debt: ARBB's debt to equity ratio has reduced from 3.5% to 0.1% over the past 5 years.
PASS-- Interest Coverage: ARBB's interest payments on its debt are well covered by EBIT (509.3x coverage).
MORE GOOD NEWS GOOD INVESTORS OF ARBB 7181 !!! ARBB (7181) has 5 main Pillars (AND THIS IS NO CRYSTAL BALL NEWS)
1. Pillar number One
ARBB (7181 ) is doing IOT and others
THE Main focus for investing in ARBB(7181)is because of RM210 million was allocated under the programmed to encourage transition of businesses to Industry 4.0 technology from 2019 till 2021.
2. ARBB (7181) is doing ERP SYSTEM and others
AFTER MCO ARBB JV COMPANY WILL BRING TONS OF CUSTOMERS RAINING IN (100% CONFIRM)......
3.ARBB (7181) is going for gov project
CONTRACT WILL BE SIGNING WITHIN 4 MONTHS........ (70%CONFIRM!)........
4.ARBB (7181) is going overseas U.S COMPANY Caravan Capital Management LLC IS INVITING ARBB PERSON IN CHARGE GOING AMERICA TO MAKE PROMOTION ABOUT ARB BERHAD! BECAUSE Caravan Capital Management LLC HAVE LOTS OF U.S BIG COMPANY RECOMMENDED TO INVEST INTO ARBB...... (100% CONFIRM)
MORE AND MORE FOREIGN COMPANY WILL SAPU ARBB SHARES (100% CONFIRM).......
5.ARBB(7181) is related to gov...........RECENTLY. WHICH GOV PARTY? DON'T ASK!!!!!! WILL NOT ANSWER!!!!!! (100%CONFIRM)
THE rest are side dishes
Year 2020 will see ARBB (7181) turn into a Red hot bull run stock of IR 4.0 INDUSTRY just like OGSE was for 2019!
Today can close 0.23 not bad already,buy rate from 18% up to 40++% now ,could be touching 0.24.Market maker still here,try very hard to push higher low higher high every week.Good job
Mr. Jaime Alfonso currently heads the Business Development Unit of Ayala Corporation. He is also a Board of Director of ACE Enexor, a utility services company in the Philippines that generates, transmits, and distributes electricity, as well as offers renewable energy, resource exploration, and plant development. Prior to this, he was Head of Fixed- Mobile Convergence (Product Management) and Head of Business Development (Prepaid Division) of Globe Telecom. During his stint in Globe, he led the development and marketing strategy of Globe Switch, the most successful digital app in company history. Before joining Ayala Group, he was an Analyst at Goldman Sachs Singapore under the Macro-Sales Desk (Securities Division).
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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....
Brian888
2 posts
Posted by Brian888 > 2020-04-29 17:50 | Report Abuse
Any news abt this mct?