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08-12-2023, 07:25 AM
“It’s built into the system that stocks get mispriced,” Warren Buffett said at the 2012 Berkshire Hathaway Annual Meeting.
There are several reasons why mispricing can occur from market inefficiencies to behavioural factors. I don’t really try to analyse the reasons for the mispricing, but rather look for opportunities for this.
I think Armada is a potential mispricing.
Armada ROE had been trailing those of my 2 reference Bursa energy services companies – Dayang and Deleum for many years since 2012. But over the past 2 years, Armada ROE had overtaken those of Dayang and Deleum
![[Image: Armada.png]](https://i.postimg.cc/6pdGnTsq/Armada.png)
At the same time when you look at the trends of the ROE and market price for Armada, you can see that while the ROE has shown improvements over the past 4 years, there has hardly been any improvement in the market price.
I would consider this a mispricing opportunity that warrants a deeper look.
https://www.youtube.com/watch?v=quk378SFfCg
There are several reasons why mispricing can occur from market inefficiencies to behavioural factors. I don’t really try to analyse the reasons for the mispricing, but rather look for opportunities for this.
I think Armada is a potential mispricing.
Armada ROE had been trailing those of my 2 reference Bursa energy services companies – Dayang and Deleum for many years since 2012. But over the past 2 years, Armada ROE had overtaken those of Dayang and Deleum
At the same time when you look at the trends of the ROE and market price for Armada, you can see that while the ROE has shown improvements over the past 4 years, there has hardly been any improvement in the market price.
I would consider this a mispricing opportunity that warrants a deeper look.
https://www.youtube.com/watch?v=quk378SFfCg