can i roughly know the motive of you buying this shares for long-term wise?

I know this might not elicit a fruitful response but I'd try anyway...

Wanna sell one of my counters...which to sell?

IGB

I'm actually thinking of Karex...been stagnant lately

NERD-AaROn quote function not working in lowyat.anyways to ans your question, I buy into companies that have a future of expansion. take of example Nestle. now each stock is 75.98myr. imagine you selling it at when it was 10 myr years back, you will be kicking yourself in the balls for shorting it.

I look at the fundamentals of the company and how they grow. obviously I avoid those who ride on political parties (Felda Venture) and manufacturing industries that is protected by the government (proton/mas)

I not really done research for karex, so I do not know the potential upside anyway

Which new counter you looking for? Let me guess O&G sector?

Actually...

reits..

Go genting ?

got put some stake in Armada?

Drank too much...

MQREIT certainly no, the yield is still attractive.

IGBREIT...seeing MV crowd...no

My old stake is still there floating around.. wanna exit..

But does not justify 4.6% divvy.. after tax.. even less..

Current net yield is 4.6% la unker...

At least yielding something lor...Karex seem going nowhere...past 2 quarters numbers not improving

4.6% div yield like gark said, people now probably simply find some fixed fund or REITs hentam since KLCI not perform well recent 2 years.

Last two years and before, many said REITS slow etc only want invest those momentum stocks. I always do the other way round

wah I keep increasing stake leh, so fast run away? you see the buy volume today and recently

Yeah.. wait too long de.. get some profit then run....

Ah Boon, time for new thread

price hike not correlated to earning might be short lived.

https://klse.i3investor.com/blogs/kltrader/116241.jsp

some research from Macquarie research


The share price of Bumi Armada (BAB) surged 8.2% to close at RM0.725 on Friday, halting its 2-days of losses. The share price jump followed news of the arrival of its Armada Kraken floating, production, storage and offering (FPSO) vessel at the Kraken field in the UK North Sea. The vessel is currently on station and is securely moored.

Following this, Macquarie Equities Research (MQ Research) wrote a report on BAB, expressing their positive views on the announcement while maintaining their “Outperform” rating.

Event
BAB announced that its Armada Kraken FPSO has arrived at the Kraken field in the UK North Sea. The hook-up of the Submerged Turret Production buoy mooring system to the FPSO was completed on 15th February and a full rotation test performed so that the vessel is now on station and securely moored.
Commissioning work will continue on the topsides and the client, EnQuest PLC (ENQ LN), expects delivery of first oil is on track for 2Q 2017.

‌Impact
MQ Research are positive on the announcement: (i) the Armada Kraken FPSO looks on track to achieve its first oil in Apr17, within MQ Research’s expectations; and (ii) with a daily charter rate of US$440,000-450,000, MQ Research expect the Armada Kraken FPSO charter to contribute significantly to BAB's free cash flow and 10% of 17-18E revenue.
To recap, Armada Kraken FPSO is chartered to EnQuest for its Kraken project for US$1.4bn over a 8-year firm charter period, with 17 annual extension option worth US$0.9bn.
‌Action and recommendation
Maintain Outperform. This is MQ Research’s second positive update on BAB's FPSO projects, following Eni SpA's recent announcement on the commissioning of production at Angola East Hub Project, where Armada Olombedo FPSO is deployed. Overall, MQ Research expect the commissioning of three new FPSOs in 1Q-2Q17 to lift 17-18E FCF/EV to 9%-10%, thereby re-rating the share price.


Source: Macquarie Research - 20 Feb 2017


I guess Investor still looking more catalyst to boost the Armada's Earning.