ARB BERHAD

KLSE (MYR): ARBB (7181)

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Last Price

0.04

Today's Change

-0.04 (100.00%)

Day's Change

0.00 - 0.00

Trading Volume

130,000


62 people like this.

25,724 comment(s). Last comment by 1paperplastic1 1 week ago

dasm1284

74 posts

Posted by dasm1284 > 2021-02-16 14:26 | Report Abuse

looks like an undiscovered gem! park some money here and see it turns gold

williamtkb

3,216 posts

Posted by williamtkb > 2021-02-16 14:54 | Report Abuse

No shows liao. Good bye ARBB. Thanks for CNY angpao

stopbombing

1,440 posts

Posted by stopbombing > 2021-02-16 14:57 | Report Abuse

ooi!!! from 410 drop to 365 ah walaue, ARBB is very good but director including fat dr is not good, so this stock only worth 30 sen, higher than this price, sorry lah you will gang raped by fat dr and pa, you stay with arbb you know arbb, they love to rape retailer.

Manin40

542 posts

Posted by Manin40 > 2021-02-16 15:02 | Report Abuse

stopbombing - how do you know?

stopbombing

1,440 posts

Posted by stopbombing > 2021-02-16 15:06 | Report Abuse

ageson leaded by fat doctor leow kok leong, see see what happen,

Sharegod88

546 posts

Posted by Sharegod88 > 2021-02-16 15:21 | Report Abuse

who bought above 0.40

Manin40

542 posts

Posted by Manin40 > 2021-02-16 16:04 | Report Abuse

somehow I believe this company...look at the customers they signed up with Singapore, China and Cambodia...Its doing genuine business. They just need a listed company to go faster on expansion on IoT expansion. the wireless business is booming in 2021, no one will wait..also cannot wait bursa.

Manin40

542 posts

Posted by Manin40 > 2021-02-16 16:06 | Report Abuse

172 mil market cap for a 20 million Quarterly profit company? market is hilarious...

Manin40

542 posts

Posted by Manin40 > 2021-02-16 16:07 | Report Abuse

Inari is making 70 mil profit per quarter

Manin40

542 posts

Posted by Manin40 > 2021-02-16 16:07 | Report Abuse

but Inari has 11704 market cap!!!

Manin40

542 posts

Posted by Manin40 > 2021-02-16 16:08 | Report Abuse

RM11704 million market cap oi....

Manin40

542 posts

Posted by Manin40 > 2021-02-16 16:08 | Report Abuse

Based on this comparison, you calculate how much this share worth ?

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 16:52 | Report Abuse

stopbombing. Change ur name to continue bombing. R u Rogers bestfren?

TalkNumberOne

3,043 posts

Posted by TalkNumberOne > 2021-02-16 16:58 | Report Abuse

Pandu1 woi your 50censt mana? Don't be Roger kawan yo

cactus81

270 posts

Posted by cactus81 > 2021-02-16 16:59 | Report Abuse

Too much pa.

stopbombing

1,440 posts

Posted by stopbombing > 2021-02-16 17:01 | Report Abuse

how many years this stock share price stuck at here, from sell kayu balak until software, cheebye fat dr play play around, so many company to take care, you all fat dr con man staff? we see tomorrow, then i will bomb again.

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 17:03 | Report Abuse

Pergi mkn Kenny Rogers bnyk2 lh.

BabyAce

1,833 posts

Posted by BabyAce > 2021-02-16 17:03 | Report Abuse

If want buy ARBB don't buy PA. There's a reason why you think its a bargain haha. But today close quite well so seems still got momentum.

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 17:04 |

Post removed.Why?

stopbombing

1,440 posts

Posted by stopbombing > 2021-02-16 17:04 | Report Abuse

the price is higher when selling kayu balak, aiyoyo, all the money masuk fat dr pocket. all the directors are damn fat one.

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 17:06 | Report Abuse

R u skinny? Dont jealous lh with d fat directors. They got alot of money ma.

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 17:07 | Report Abuse

Eat alot of mcd, kfc n kenny rogers. Then ull b fat 2 lo

baohulu88

38 posts

Posted by baohulu88 > 2021-02-16 17:07 | Report Abuse

Selling pressure also quite high, be careful tomorrow morning's selling pressure. Might push down

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 17:09 | Report Abuse

Closed green. Tomorrow n day after also green. Bye2 30sen lo.

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 17:09 | Report Abuse

Heading 50 lo

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 17:10 | Report Abuse

Gd bye!

Posted by Richard123456 > 2021-02-16 17:10 | Report Abuse

buy mother or buy PA convert to mother which one cheaper?

TalkNumberOne

3,043 posts

Posted by TalkNumberOne > 2021-02-16 17:11 | Report Abuse

Pandu1, make sure you are 老司机 drive until 50 sens if not I hantam you like hantam Rogers.

Posted by Richard123456 > 2021-02-16 17:20 | Report Abuse

I read there excercise value 0.2, exercise ratio 20:1.
this mean

Posted by Richard123456 > 2021-02-16 17:28 | Report Abuse

PA price closed 0.115
to convert to mother (0.115 0.2)x15
was the calculation Correct?

Posted by Richard123456 > 2021-02-16 17:31 | Report Abuse

sorry it is (0.115 0.2)x20
strange

Posted by Richard123456 > 2021-02-16 17:32 | Report Abuse

newbie here, any one can advise

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 17:33 | Report Abuse

TalkNumberOne. I just gave my view ok. Its up to u to accept or not. No harm ok.

2017win

234 posts

Posted by 2017win > 2021-02-16 17:53 | Report Abuse

arbb going to repeat the trend of VIS. Target price RM0.8

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 18:05 | Report Abuse

Bravo!

TalkNumberOne

3,043 posts

Posted by TalkNumberOne > 2021-02-16 18:09 | Report Abuse

Wahh 老司机 another one higher than you hahahaha. Woi don't hantam. Roger and then simply give TP yo.

dasm1284

74 posts

Posted by dasm1284 > 2021-02-16 18:21 | Report Abuse

guys, PE only 4x, undemanding valuation. under the radar . even if u annualized the recent surge in profit, the co should be able to command higher PE and hence potentially higher price from hereon

KOREANby

32 posts

Posted by KOREANby > 2021-02-16 18:39 | Report Abuse

中国电讯设备商华为创办人任正非扬言不靠手机业务也可以存活后,集团旗下华为机器视觉领域总裁段爱国近日表示,华为最近新推出了智能养猪方案,并称养殖业的发展方向是数位化、智能化和无人化,华为机器视觉要在智能养猪上发力,且解决方案已经做好,要用智能之眼感知万物,AI能使养猪智能升级。

段爱国表示,华为将通过ICT技术帮助猪场智能化,为猪场提供传感器、物联网技术及平台,其5G智能猪场ICT基础设施解决方案总体架构将构建智能猪场现代化生产体系,使科学防疫可更智能及高效、提高无人生产效率、AI繁育助力PSY提升(AI育肥+AI猪肉品质提升),综合提升养猪效益。

华为拓展智能养猪方案有迹可寻。该公司2020年发表“5G引领现代猪场AI使能智能养猪”的报告,认为数据是现代养猪的核心要素,更是养猪智能升级的核心驱动力。从以往以“人管”为主到未来以“数据管”猪场为主,再运用AI技术做更多的科学决策,以达致养猪的标准化和程序化。

任正非早前受访时亦曾提及养猪,他说,如果本身考不上大学,养猪可能也是养猪状元。

rapparesh

172 posts

Posted by rapparesh > 2021-02-16 19:49 | Report Abuse

Congrats ARBB, hope tmr can close green again

BabyAce

1,833 posts

Posted by BabyAce > 2021-02-16 19:58 | Report Abuse

Still got strength..close also ok, unlike a lot of times 1 day show.

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 20:02 | Report Abuse

2nd Bravo

Pandu1

1,080 posts

Posted by Pandu1 > 2021-02-16 20:03 | Report Abuse

hoot9eonly, 2nd Bravo

TalkNumberOne

3,043 posts

Posted by TalkNumberOne > 2021-02-16 20:21 | Report Abuse

Wahhh 老司机 punya 50 sens wo. I reserve my comment on any price prediction lo.

Manin40

542 posts

Posted by Manin40 > 2021-02-16 20:36 | Report Abuse

Richard123456, google arbb pa conversion will help

pantor

336 posts

Posted by pantor > 2021-02-16 20:36 | Report Abuse

Despite dilution from preference shares, it is still undervalued

Posted by tankoksiong > 2021-02-16 20:56 | Report Abuse

探讨 ARBB(7181)最新业绩
在这么多的科技股里面,可以说最 “离奇” 的应该就是 ARBB 这家公司了 在各大科技股都涨个不停的同时,这家公司的 PE 估值竟然才 3 – 4 倍而已?大家也先别急,先看完这个季报再深入了解了才做买卖决定吧!

ARBB 本身呢,原本是从木材领域 出身的。但在新的管理层加入过后,ARBB 就在去年正式加入了本地交易所的科技板块内,并且在转型后交出的业绩也是相当不错的。不过如果你仔细看的话,虽然盈利是在上涨中,但是在 FY 2020 Q1 – Q3 的每股收益 EPS 却是在下滑中,到底是怎么回事呢?

这就要提起 ARBB 本身在过去发行高达 1,008,150,000 股 ICPS 说起了.. 在 2018 年的时候,ARBB 在开始转型时曾经通过发行 15:1 股的 PA 附加股,那么简单来说就是通过发行附加股来 “卖” 优先股,但是这个优先股因为不是直接对于股权稀释(因为优先股并不是实质股权,需要转换成母股才能享有母股的股东权益),因此一些高手早就进行价差交易,从中赚了不少钱了..

不过,这也已经过去了,现在的话有兴趣了解可以去参考一下 NIHSIN 的优先股 那么当时后的 ARBB 呢,总股数也不过是 67,210,000 左右而已。那么现在的 ARBB 总股数已经是 465,000,000 左右了,这笔帐到底是怎么算的呢?

先前认购 ARBB-PA 的投资者呢,因为发现了价差的机会,因此许多人就把 PA 换成母股在市场上出售,一方面 ARBB 公司本身可以获得融资(转换成母股需要支付一笔钱),另一方面也增加了 ARBB 的总股数,我们可以理解为至今的投资者已经转换了额外 397,790,000 左右股 PA 了

如果理解了这部分的话,相信对于公司为什么盈利数字不断提高,但是 EPS 反而下跌会有一个很容易理解的概念了 – 因为 EPS 是以盈利除与总股数,若是盈利成长比不上股数增加的速度的话,就会出现 EPS 下跌的情况了!

那该回到 ARBB 这个季度的业绩上了。ARBB 在这个季度的营业额为 RM 72.5 Million,对比去年同个季度增加了61.0%,而净利也达到了 RM 19.31 Million,对比去年同个季度增加了 54.2% 左右,而管理层提到说这主要是来自于公司的 ERP 以及 IoT 业务方面的增长的

而在这个季度内呢,可以看到 ARBB 确实有正经营现金流的迹象,但是对比上个季度大约增加了 RM 0.9 Million 而已,对比盈利而言依然是有一段差距.. 而另外一个值得留意的事项就是公司的资产负债表上增加了一个 Non-Current Trade Receivables,简单来说就是这个在业务上的欠债人需要在 12 个月后才能付款给公司,金额高达 RM 64.1 Million.. 那么问题来了 Trade Receivables 也是可以 Non-Current 的吗?

答案是可以的,不过没有那么普遍而已..

总之,这个季度的业绩改善是蛮大的,而 EPS 也从 FY 2020 Q1、Q2、Q3 的 2.33、2.30、1.90 改善到 4.34 之高,投资者看起来也对于这次的业绩挺满意的..

不知道大家怎么看接下来 ARBB 股权稀释以及业绩方面的有趣故事呢?
- 完 -

Posted by Rvalueinvesting > 2021-02-16 20:58 | Report Abuse

ARBB THE BEST !

Posted by Rvalueinvesting > 2021-02-16 21:03 | Report Abuse

Road to 50 cent

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