ARBB: Strong growth mindset yet still undervalued
Aturmaju Resources Berhad, involves in the manufacturing various type of woods, software development, contract logging, leasing scows and tugboats and investment holdings. Recently they involves into IT business to provide IT solutions and services. They developed enterprise resource planning (ERP), IoT system, engineering, procurement, commissioning and management to property and developer. They provide a complete solution with full turnkey development from design, install, test, pre-commissioning and commissioning of various IoT systems for smart building, including installation of wire and wireless mechatronics works.
TLDR: They just moved in to Technology focusing on Enterprise Resource Planning (ERP) and IoT, they are also in renewable energy from recent acquisition of C&M Renewable Energy Tech Sdn Bhd in June 2019.
Fundamentally, a very solid company with growth mindset presence:
"In the next 5 years, our aspirations are to achieve higher predictability in our business performance where the profits generated from recurring business, cross selling and up selling all range of products and services across out strategic partners business. Development of a strong revenue recurring business model continues to be the main concentration for ARB Group. We aim to expand geographical coverage and access various new industry sectors by taking advantage of cross border business opportunity In line with out regional expansion plan, we intend to collaborate with local partners to extend our footprint in our IT segment in countries through acquisition of business and technologies."
Technically based on chart, interesting volume came with recent gap up, while on the overrall chart, trying to break the major down trendline resistance.
If we can summarize this, the company is in strong growth mindset pivoting to a more profitable business. Great long term stocks to hold.
TLDR: They just moved in to Technology focusing on Enterprise Resource Planning (ERP) and IoT, they are also in renewable energy from recent acquisition of C&M Renewable Energy Tech Sdn Bhd in June 2019.
Fundamentally, a very solid company with growth mindset presence:
- Current price: RM0.29
- EPS: 11.83cent (OK)
- PE ratio: 2.11 (OK)
- EPS @ 8.1: OK
- ROE: 31.13 (preferrably lower than 15)
- NTA: 0.38 undervalued
- Total liabilities: 7.5mil
- Net cash 23mil (as long as net cash > liabilities, OK)
- FInancially, the company has been in growth positiion by turning negative profit in 2016 to positive in 2018, with higher YoY growth rate
"In the next 5 years, our aspirations are to achieve higher predictability in our business performance where the profits generated from recurring business, cross selling and up selling all range of products and services across out strategic partners business. Development of a strong revenue recurring business model continues to be the main concentration for ARB Group. We aim to expand geographical coverage and access various new industry sectors by taking advantage of cross border business opportunity In line with out regional expansion plan, we intend to collaborate with local partners to extend our footprint in our IT segment in countries through acquisition of business and technologies."
Technically based on chart, interesting volume came with recent gap up, while on the overrall chart, trying to break the major down trendline resistance.
If we can summarize this, the company is in strong growth mindset pivoting to a more profitable business. Great long term stocks to hold.
交易進行
Broke the resistance. Trade active
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