Highlights

James的股票投资James Share Investing

Author: James Ng   |   Latest post: Sat, 23 Feb 2019, 12:52 PM

 

[转贴] [Facebook live:浅谈Inari Amertron bhd (Inari)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 23 Feb 2019, 12:52 PM


浅谈Inari Amertron bhd (Inari)
---------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.15 in 2 months 5 days, total return is 43.8%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.12 in 7 months 22 days, total return is 40.9%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 in 1 month 30 days, total return is 35.8%

d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.007) in 6 months 9 days, total return is 35.2%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.03 in 1 month 24 day, total return is 21.2%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 7 day, total return is 19.4%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.55 (dividend RM0.01) in 7 months 20 days, total return is 11.4%

h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.635 in 1 month 2 days, total return is 10.4%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 3 months 3 days, total return is 7.5%

j) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.53 in 4 months 30 days, total return is 7.1%

k) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.11 in 1 month 2 days, total return is 6.7%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2201547333445342找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

Labels: INARI
  Be the first to like this.
 
davidkkw79 Wow! Warren Buffett oh !
23/02/2019 14:35

[转贴] [AIRASIA X BHD:亚航X将于2019年通过亚航X泰国通过经营租赁增加最多五架飞机,亚航X马来西亚专注于最大化其现有机队的飞机利用率,并利用集团在展开新航线的战略以及增加核心航线的频率] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 23 Feb 2019, 08:58 AM


[AIRASIA X BHD:亚航X将于2019年通过亚航X泰国通过经营租赁增加最多五架飞机,亚航X马来西亚专注于最大化其现有机队的飞机利用率,并利用集团在展开新航线的战略以及增加核心航线的频率]

4Q18 vs 4Q17:
这集团于4Q18的净营业利润为2,740万令吉(2017年第4季度:1.2亿令吉)。本季度,由于成本管理的加强,CASK改善1%至12.27仙,CASK ex-fuel从8.22仙改善到6.94仙,改善了16%。

4Q18 vs 3Q18:
这集团于4Q18录得净营业利润2,740万令吉,而3Q18录得净亏损2.052亿令吉。改善后的业绩与季节性格局一致,符合这集团的业务趋势。

前景:
亚航X将于2019年通过亚航X泰国通过经营租赁增加最多五架飞机。另一方面,亚航X马来西亚预计将继续使用24架飞机,因为它专注于最大化其现有机队的飞机利用率,并利用集团在展开新航线的战略以及增加核心航线的频率。除非出现任何不可预见的情况,否则公司预计其前景仍将令人鼓舞。
---------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.15 in 2 months 5 days, total return is 43.8%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.12 in 7 months 22 days, total return is 40.9%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 in 1 month 30 days, total return is 35.8%

d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.007) in 6 months 9 days, total return is 35.2%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.03 in 1 month 24 day, total return is 21.2%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 7 day, total return is 19.4%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.55 (dividend RM0.01) in 7 months 20 days, total return is 11.4%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 3 months 3 day, total return is 7.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2201547333445342 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
--------------------
[AIRASIA X BHD: AirAsia X will be adding up to five aircrafts through operating leases in 2019 via AirAsia X Thailand, AirAsia X Malaysia focuses on maximising aircraft utilisation of its current fleet and leverage on the Group’s strategy in new route launches as well as increasing frequencies of core routes]

4Q18 vs 4Q17:
The net operating profit for the group in 4Q18 was RM27.4 million (4Q17: RM120 million). During the quarter, CASK improved 1% to 12.27 sen and CASK ex-fuel has improved by 16% from 8.22 sen to 6.94 sen as compared to 4Q17 as a result of enhanced cost management.

4Q18 vs 3Q18:
The Group recorded a net operating profit of RM27.4 million in 4Q18, as compared to net loss of RM205.2 million in 3Q18. The improved results are consistent with the seasonal pattern which is in line with the business trend of the Group.

Prospects:
AirAsia X will be adding up to five aircrafts through operating leases in 2019 via AirAsia X Thailand. On the other hand, AirAsia X Malaysia is expected to remain with 24 aircraft as it focuses on maximising aircraft utilisation of its current fleet and leverage on the Group’s strategy in new route launches as well as increasing frequencies of core routes. Barring any unforeseen circumstances, the Company expects its prospects to remain encouraging.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.15 in 2 months 5 days, total return is 43.8%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.12 in 7 months 22 days, total return is 40.9%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 in 1 month 30 days, total return is 35.8%

d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.007) in 6 months 9 days, total return is 35.2%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.03 in 1 month 24 day, total return is 21.2%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 7 day, total return is 19.4%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.55 (dividend RM0.01) in 7 months 20 days, total return is 11.4%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 3 months 3 day, total return is 7.5%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2201547333445342 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: AAX
  Be the first to like this.
 

[转贴] [INARI AMERTRON BHD:RF部门表现持平,与近年来半导体行业各部门的均匀增长不同,他们预计未来几个季度各行业和个别产品线的增长将出现显着不均衡] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 22 Feb 2019, 01:04 PM


[INARI AMERTRON BHD:RF部门表现持平,与近年来半导体行业各部门的均匀增长不同,他们预计未来几个季度各行业和个别产品线的增长将出现显着不均衡]

2Q19 vs 2Q18:
益纳利美昌本季度收入为3亿零10万令吉,较去年同期减少20.2%,而去年同期是益纳利美昌的历史高峰季度。收入减少的部分原因是上一财政年度出售51%股权子公司的资产,而主要传感器产品的销量相对较低。

益纳利美昌的税前利润由7,790万令吉减少23.7%至5,970万令吉,税后溢利由截至2017年12月31日止的相应季度的6,910万令吉减少20.1%至5,520万令吉。税前和税后利润减少主要是与上一个财政年度的同期相比,收入量减少以及产品组合的变化。

2Q19 vs 1Q19:
益纳利美昌本季度的收入为3亿零10万令吉,较上一季度录得的收入3.257亿令吉减少7.9%,主要原因是传感器产品需求减少。益纳利美昌的税前利润由去年同期的6,490万令吉减少8.4%至5,950万令吉,税后利润由上一季度的6,010万令吉减少8.3%至5,520万令吉。这主要是由于与前一季度相比,外汇汇率较不利。

YTD19 vs YTD18:
截至二零一八年十二月三十一日止六个月,益纳利美昌的收入由去年同期的7.491亿令吉减少16.4%至6亿2590万令吉。益纳利美昌的税前利润由1.516亿令吉减少17.9%至1.244亿令吉和税后利润从上一季度相应的财政期间的1.378亿令吉减少16.3%至1.153亿令吉,主要是由于他们的工厂产量需求减少和产品组合变化。

前景:
国际货币基金组织(IMF)在其2019年1月的“世界经济展望”(“WEO”)更新中报告称,2018年的全球增长率估计为3.7%; 2019年和2020年的全球增长预测分别进一步下调至3.5%和3.6%,比2018年10月WEO报告的最新预测低0.2%和0.1%。

2019年的全球增长预测在2018年10月的“世界经济展望”中已经下调,部分原因是当年早些时候美国和中国实施的关税增加的负面影响。进一步向下修正部分反映了2018年下半年疲软势头的延续,其他因素增加了全球投资和增长的下行风险,包括新政府政策议程的不确定性,美国联邦政府旷日持久的关闭,以及地缘政治中东和东亚的紧张局势。

他们的光电子部门在某些产品线上有所增长,而RF部门则表现持平。与近年来半导体行业各部门的均匀增长不同,他们预计未来几个季度各行业和个别产品线的增长将出现显着不均衡。

总体而言,截至2019年6月30日结束的新财政年度,鉴于目前的地缘政治和地缘经济不确定性,他们看到整体业务面临一些挑战,即旗舰智能手机的射频领域,而光电子领域继续表现出弹性。这是在排除美联储此前预期会在2019年加息但后来反悔导致美元贬值,导致益纳利美昌有不利外汇汇率的负面影响。
---------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.13 in 2 months 4 days, total return is 41.3%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.965 (dividend RM0.007) in 6 months 8 days, total return is 35.9%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.08 in 7 months 21 days, total return is 35.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 in 1 month 29 days, total return is 34.7%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.04 in 1 month 23 day, total return is 22.4%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 6 day, total return is 19.4%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.52 (dividend RM0.01) in 7 months 19 days, total return is 9.3%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.34 (dividend RM0.035) in 3 months 2 day, total return is 8.3%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2201547333445342 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
--------------------------------
[INARI AMERTRON BHD: RF division registered flat performance, unlike the even growth seen across sectors in the semiconductor industry in recent years, they anticipate significant unevenness in growth across sectors and individual product lines over the next few quarters]

2Q19 vs 2Q18:
The Group posted a revenue of RM300.1 million for the current quarter, representing a decrease of 20.2% compared to the corresponding quarter in the previous year, which was a historical peak quarter for the Group to-date. The lower revenue was also due in part to the disposal of assets of a 51% owned subsidiary during the last financial year and comparatively lower volume loading on a major sensor product.

The Group’s profit before tax decreased by 23.7% to RM59.7 million from RM77.9 million and profit after tax decreased by 20.1% to RM55.2 million from RM69.1 million compared to the corresponding quarter ended 31 December 2017. The decrease in profit before and after tax was mainly due to lower revenue volume and changes in product mix compared to the corresponding period in the previous financial year.

2Q19 vs 1Q19:
The Group’s revenue for the current quarter of RM300.1 million was 7.9% lower as compared to the revenue registered in the immediate preceding quarter of RM325.7 million which was primarily due to decrease in sensor product demand. The Group’s profit before tax decreased by 8.4% to RM59.5 million from RM64.9 million and profit after tax decreased by 8.3% to RM55.2 million from RM60.1 million in the immediate preceding quarter. These was mainly due to less favourable foreign exchange rates compared to immediate preceding quarter.

YTD19 vs YTD18:
The Group’s revenue for the six months ended 31 December 2018 recorded a decrease of 16.4% to RM625.9 million from RM749.1 million in the preceding year corresponding period. The Group’s profit before tax decreased by 17.9% to RM124.4 million from RM151.6 million and profit after tax decreased by 16.3% to RM115.3 million from RM137.8 million in the preceding quarter corresponding financial period are mainly due to decrease in demand of their factory output and changes in product mix.

Prospects:
The International Monetary Fund (IMF) in its January 2019 World Economic Outlook (“WEO”) update reported that global growth for 2018 is estimated at 3.7%; the global growth forecast for 2019 and 2020 had been revised further downward to 3.5% and 3.6% respectively, a 0.2% and 0.1% point below last projections reported in October 2018 WEO.

The global growth forecast for 2019 had already been revised downward in the last October 2018 WEO, partly because of the negative effects of tariff increases enacted in the United States and China earlier that year. The further downward revision in part reflects carry over from softer momentum in the second half of 2018, other factors adding downside risk to global investment and growth include uncertainty about policy agenda of new administrations, a protracted United States federal government shutdown, as well as geopolitical tensions in the Middle East and East Asia.

Their optoelectronics division registered growth in certain product lines while the RF division registered flat performance. Unlike the even growth seen across sectors in the semiconductor industry in recent years, they anticipate significant unevenness in growth across sectors and individual product lines over the next few quarters.

Overall for the new financial year ending 30 June 2019, given current geo-political and geo-economic uncertainties, they see some challenges in their overall business in particular, the RF segment for the flagship smartphones while the optoelectronics segment continues to show resilience. This is barring any negative impact from unfavorable forex rates for the Group resulting from the decline in the US Dollar due to the rolling back of the Federal Reserve’s previously expected rate hikes in 2019.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.13 in 2 months 4 days, total return is 41.3%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.965 (dividend RM0.007) in 6 months 8 days, total return is 35.9%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.08 in 7 months 21 days, total return is 35.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 in 1 month 29 days, total return is 34.7%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.04 in 1 month 23 day, total return is 22.4%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 6 day, total return is 19.4%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.52 (dividend RM0.01) in 7 months 19 days, total return is 9.3%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.34 (dividend RM0.035) in 3 months 2 day, total return is 8.3%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2201547333445342 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: INARI
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[转贴] [Facebook live:浅谈IOI Corp bhd (IOICorp)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 22 Feb 2019, 10:42 AM


浅谈IOI Corp bhd (IOICorp)
---------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.13 in 2 months 4 days, total return is 41.3%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.965 (dividend RM0.007) in 6 months 8 days, total return is 35.9%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.08 in 7 months 21 days, total return is 35.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 in 1 month 29 days, total return is 34.7%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.04 in 1 month 23 day, total return is 22.4%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 6 day, total return is 19.4%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.52 (dividend RM0.01) in 7 months 19 days, total return is 9.3%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.34 (dividend RM0.035) in 3 months 2 day, total return is 8.3%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2201547333445342找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

Labels: IOICORP
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Bruce88 If you are good, no need to hardsell everyday...
22/02/2019 10:59

[转贴] [HIBISCUS PETROLEUM BHD:他们2021年任务的交付需要每日平均净产量达到20,000桶石油(“bopd”);和获得1亿桶石油的净已探明和可能储量/权利] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 21 Feb 2019, 05:31 PM


[HIBISCUS PETROLEUM BHD:他们2021年任务的交付需要每日平均净产量达到20,000桶石油(“bopd”);和获得1亿桶石油的净已探明和可能储量/权利]

北沙巴:
YTD19部门PBT为9,280万令吉,2Q19部门PBT为1,680万令吉。

Anasuria:
YTD19部门PBT为1.365亿令吉,2Q19部门PBT为4,090万令吉。

3D油,VIC / L31和VIC / P57:
YTD19部门LAT为RM60万,2Q19部门LAT为RM90万。

投资控股和集团活动:
YTD19部门LAT为1,160万令吉,2Q19部门LAT为480万令吉。

非流动资产:
于二零一八年十二月三十一日,大红花石油的非流动资产为17.779亿令吉,而二零一八年六月三十日则为15.715亿令吉。该增加主要由于因英国Anasuria Hibiscus UK在本季度对英国中北海区块的直接收购50%(花了1.574亿令吉)而产生的无形资产成本资本化所致。此外,本期间投资于Anasuria资产(包括在设备中)的资本支出计划也有助于增加。

流动资产:
流动资产由2018年6月30日的4.025亿令吉增加至2018年12月31日的4亿1140万令吉。现金及银行结余增加6,790万令吉,主要是由于当前时期Anasuria和北沙巴的原油收入所得款项。此外,北沙巴的其他与经营相关的应收账款增加约5240万令吉。

负债总额:
截至2018年12月31日,大红花石油的负债总额为10.313亿令吉,较截至2018年6月30日的9.782亿令吉增加5,310万令吉。负债部分被5250万令吉的减少拨备所抵销,因为已做了与北沙巴资产有关的付款。

总权益:
本期间总权益增加1.622亿令吉,主要是由于Anasuria和North Sabah资产产生的净收益。

2Q19 vs 1Q19:
北沙巴:
该部门于本季度产生8,810万令吉收入及4,720万令吉毛利,低于前季度,前季度收入及毛利分别为1.92亿令吉及1亿3210万令吉。

Anasuria:
该部门于本季度分别实现了EBITDA和PBT为6510万令吉和4090万令吉,与之前的季度相比,之前即EBITDA为1.141亿令吉,PBT为9560万令吉。

3D油,VIC / L31和VIC / P57:
在本季度,该部门录得的LAT为90万令吉,而前一季度的PAT为RM30万。

投资控股和集团活动:
该部门录得本季度LAT减少RM2百万,而前一季度的LAT为680万令吉。工资相关费用,业务发展活动和专业费用的成本降低了。

前景:
他们作为一个集团的直接关注点是他们2021年的使命。总之,他们2021年任务的交付需要:

+每日平均净产量达到20,000桶石油(“bopd”);和,
+获得1亿桶石油的净已探明和可能储量/权利。

作为Anasuria集团的联合运营商和北沙巴油田的运营商,大红花石油一直致力于优化资产绩效,但同样重要的是他们的表现每天都受到外部宏观经济因素的影响,他们能施加的控制很少。

Anasuria集群:生产运营:
在当前季度实现了连续产油112天的记录,从而使平均正常运行时间达到94%。这与前一季度钻探的GUA-P2侧井道的增量产量相结合,使当前季度每日平均油当量产量增加24%至4,416桶油当量。本季度的112天连续生产和季度平均生产率是自2016年5月接管Anasuria联合经营以来的最高记录。生产率的提高导致每桶的运营成本整体下降至USD15.05。如前所述,作为其提高Anasuria集群产量的战略的一部分,他们已经确定了可在2019年和2020年钻探的Guillemot A,Teal和Teal South油田的几个钻探机会。在2018年中期开始进行的地下评估工作已经成熟,2019年钻探计划的机会正在最终确定,以获得投资决策,但需经董事会及其合资伙伴的批准。

英国 - Anasuria集群:Cook Water Injection项目:
预计增加的储层压力将刺激更高的产量并提高该油田的采收率。注水井将在2019年中期钻探,海底管道将在2019年下半年安装。该海底管道将注水井与Anasuria FPSO连接起来。 Cook WI项目正在按计划进行,并且估计Anasuria Hibiscus UK在该项目的总资本支出净额为6100万令吉。

英国 - Block 15 / 13a(Marigold)和15 / 13b(Sunflower):
于二零一八年十月九日,大红花石油宣布其间接全资附属公司Anasuria Hibiscus UK与Caldera(「卖方」)订立买卖协议,以购买代价3750万美元收购Blocks的50%权益。这些区块位于海水140米深处,位于英国的北海区域,位于阿伯丁东北约250公里处。Block 15/13a包含一个重要的含油discovered field(称为Marigold),而位于15/13a区块东北的15/13b区块包含一个较小的discovered field(称为Sunflower)。根据AGR TRACS国际有限公司的独立报告,区块中的gross contingent oil resources(“2C资源”)估计为6,000万桶石油(Anasuria Hibiscus UK净值是3千万桶石油)。 2018年10月16日,在获得所有重大监管机构批准后,该交易已完成。

自交易完成以来,Anasuria Hibiscus UK已在吉隆坡成立专门的项目团队,进行地下油田开发和工程研究,并在Petrofac设施管理有限公司的支持下,执行概念选择阶段,作为努力制定Marigold和Sunflower的油田发展计划。概念选择阶段的目标是在2019年中期完成。正在考虑的开发概念包括固定平台,浮动解决方案,以及与现有附近基础设施解决方案的连接。

北沙巴:生产运营:
计划的维护活动在本季度末完成,预计每桶的OPEX将在下一季度减少。由于St Joseph Infill Drilling Field被Petroliam Nasional Berhad(“PETRONAS”)批准开发项目开支,公司预计下一个财政季度的资本支出将增加以发展计划。公司还在努力在下一个财政季度通过PETRONAS在Milestone Review-4批准的South Furious 30 Infill Drilling项目。

在本季度,SEA Hibiscus继续将北沙巴业务与公司现有的工作流程和基于绩效的运营文化进行整合。这些努力将持续到下一个财政季度。公司还将继续努力在短期内通过地表和地下活动确定和实施生产优化和增强计划。

北沙巴:St Joseph Infill钻井:
21 December 2018,马石油公司批准了St Joseph Infill钻井现场项目开发计划,旨在增加St Joseph油田的产量和储量。总投资额为1.426亿令吉将与他们的合资伙伴平分。该项目需要在St Joseph Jacket-A(“SJJT-A”)平台上使用三分流井口钻探3个infill producers,并对顶部设施进行最小修改。这些修改包括流线,井口控制面板修改以及对化学泵系统和扼流圈的修改。钻探的目标是在2019年4月开始,预计将于2019年6月开始石油生产。该项目预计每天将增加约2,600桶石油,其预计油田(“LoF”)储量为2.77 MMstb。

澳大利亚:
大红花石油获得资金的机会有限,这意味着投资相关活动须考虑优先,那些提供更大经济效益的项目将在承诺较低回报水平的项目之前更快实施。鉴于Anasuria集群和北沙巴的低风险,已确定项目的预期资本要求,管理层可推迟寻求最终投资决策(“FID”)或寻求替代解决方案,以便让他们在澳大利亚境外开发。

筹款:
到目前为止,他们的所有活动和收购都来自股权和内部产生的资金。在接下来的六个月中,他们预计他们将进行某些筹款活动,以确保他们手中的项目和机会能够顺利执行,这些项目和机会有望提高生产和创造价值。大红花石油目前无债务。

因此,如果他们需要,他们可以根据他们的前瞻性计划来达到保守的负债水平。他们目前正在考虑提供的各种债务期权,同时考虑到长期资本要求,大红花石油保持一定敏捷性和财务灵活性的利益,资本的总体加权平均成本等因素。他们会在计划成熟时作出相关披露。

使命(2017年 - 2021年):
随着他们最近宣布收购英国北海Marigold和Sunflower discovered fields的50%股权,他们相信他们有能力完成2021年的任务。他们在未来三年的主要关注点将包括:

•加强Anasuria集群和北沙巴地区的生产;和,
•将其2C资源(特别是Marigold和Sunflower)转换为生产的2P储量。

针对Rex Companies和其他方的索赔:
大红花石油将继续寻求适当的法律,监管及其他途径(以及其他方面)寻求对大红花石油所犯的错误的赔偿。这些途径可能会或可能不会成功,因为有许多因素(包括那些在集团的控制权之外的因素),他们将不时提供这方面的相关更新(视情况而定)。

结论:
他们的目标是在2019财年从其两个生产资产中提供270至300万桶石油。如果他们能够保持两种资产的生产势头,他们希望能够实现FY2019的目标。大红花石油已在整个油价波动中保持盈利。这主要是因为他们的Anasuria和North Sabah资产的平均单位生产成本低于相关时间的平均实现油价。因此,精心管理成本以维持低运营支出和提供生产改进项目,对于实现低单位生产成本以实现持续健康的EBITDA至关重要。

他们来自Anasuria和North Sabah的资产团队的目标是执行生产增强项目,这些项目有望在2021年之前将其净石油生产率从每天8,500桶增加到每天12,000桶以上。其中一些生产增强项目取得了进展。在Anasuria,最近完成的GUA-P2 side track项目使该资产的整体生产率得以提高。此外,去年批准的Cook WI项目有望在2019年实施,2019年钻井计划正在考虑另一个潜在的机会。在北沙巴,圣约瑟夫填充钻井项目获得了马石油在Milestone-Review 4中批准,目前会在2019年执行,而正在寻求PETRONAS在Milestone-Review 4上批准SF30 Infill钻井项目。

该集团已将其使命明确表达至2021年,他们很高兴能够实现几个关键的里程碑,这些里程碑是成功实现其目标的关键。鉴于这些发展并且在不可预见的情况下,他们预计本财政年度的业务表现将令人鼓舞。
---------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.12 in 2 months 4 days, total return is 40%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.97 (dividend RM0.007) in 6 months 8 days, total return is 36.6%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 in 1 month 29 days, total return is 34.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.07 in 7 months 21 days, total return is 34.6%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.03 in 1 month 23 day, total return is 21.2%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 6 day, total return is 20%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.35 (dividend RM0.035) in 3 months 2 day, total return is 9.1%

h) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.49 (dividend RM0.01) in 7 months 19 days, total return is 7.1%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2201547333445342 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
--------------------------------------
[HIBISCUS PETROLEUM BHD: the delivery of their 2021 mission entails the achievement of an average daily net production of 20,000 bbls of oil per day (“bopd”); and the securing of net proven and probable reserves/entitlement of 100 million bbls of oil]

North Sabah:
YTD19 Segment PBT was RM92.8 million, 2Q19 Segment PBT was RM16.8 million.

Anasuria:
YTD19 Segment PBT was RM136.5 million, 2Q19 Segment PBT was RM40.9 million.

3D Oil, VIC/L31 & VIC/P57:
YTD19 Segment LAT was RM0.6 million, 2Q19 Segment LAT was RM0.9 million.

Investment holding and group activities:
YTD19 Segment LAT was RM11.6 million, 2Q19 Segment LAT was RM4.8 million.

Non-current Assets:
The Group’s non-current assets as at 31 December 2018 amounted to RM1,777.9 million compared to RM1,571.5 million as at 30 June 2018. The increase was mainly driven by the capitalisation into intangible assets costs incurred directly attributable to the acquisition of a 50% interest in the Blocks in UK Central North Sea by Anasuria Hibiscus UK in the Current Quarter, which amounted to RM157.4 million. In addition, capital expenditure programs invested in the Anasuria asset (included in equipment) during the Current Period have contributed to the increase.

Current Assets:
Current assets increased from RM402.5 million as at 30 June 2018 to RM411.4 million as at 31 December 2018. Cash and bank balances increased by RM67.9 million, largely due to the collection of proceeds from crude oil offtakes in both the Anasuria and North Sabah segments during the Current Period. In addition, other operational-related receivables in North Sabah increased by approximately RM52.4 million.

Total Liabilities:
The Group’s total liabilities amounted to RM1,031.3 million as at 31 December 2018, an increase of RM53.1 million from RM978.2 million as at 30 June 2018. The liability is partly off-set by a decrease in provision for decommissioning costs balance of RM52.5 million, due to payments made relating to the North Sabah asset.

Total Equity:
The increase in total equity during the Current Period by RM162.2 million was mainly attributable to net earnings generated from both the Anasuria and North Sabah assets.

2Q19 vs 1Q19:
North Sabah:
The segment generated RM88.1 million revenue and RM47.2 million gross profit in Current Quarter, lower than that in the Preceding Quarter, where revenue and gross profit were RM192.0 million and RM132.1 million respectively.

Anasuria:
The segment achieved an EBITDA and a PBT of RM65.1 million and RM40.9 million respectively in the Current Quarter as compared to that achieved in the Preceding Quarter, i.e. EBITDA of RM114.1 million and PBT of RM95.6 million.

3D Oil, VIC/L31 & VIC/P57:
During the Current Quarter, the segment recorded a LAT of RM0.9 million as compared to a PAT of RM0.3 million in the Preceding Quarter.

Investment holding and group activities:
This segment recorded a decrease in LAT of RM2.0 million in the Current Quarter, from a LAT of RM6.8 million in the Preceding Quarter. Lower costs were incurred for payroll-related expenses, business development activities and professional fees.

Prospects:
Their immediate focus as a Group is the achievement of their 2021 mission. In summary, the delivery of their 2021 mission entails:

+ The achievement of an average daily net production of 20,000 bbls of oil per day (“bopd”); and,
+ The securing of net proven and probable reserves/entitlement of 100 million bbls of oil.

As joint operator of the Anasuria Cluster and the operator of the North Sabah oilfields, the Group continuously focuses on optimising asset performance, but it is equally important to note that their performance is impacted daily by external macroeconomic factors over which they exert minimal control.

Anasuria Cluster: Production Operations:
A record 112 days of continuous oil production was achieved in the Current Quarter, thus resulting in a higher average uptime of 94%. This combined with the incremental production from the GUA-P2 side track well which was drilled in the Preceding Quarter has resulted in a 24% increase in the average daily oil equivalent production rate to 4,416 boe/day for the Current Quarter. The 112 days of continuous production and the quarterly average production rate for the Current Quarter is the highest recorded since taking over the joint-operatorship of Anasuria in May 2016. The improved production rate has resulted in an overall decrease in the OPEX per boe to USD15.05. As previously disclosed, as part of their strategy to enhance production from the Anasuria Cluster, they have identified several drilling opportunities in the Guillemot A, Teal and Teal South fields which can be drilled in 2019 and 2020. The sub-surface evaluation work which commenced in mid-2018 has matured and an opportunity for the 2019 drilling programme is being finalised for an investment decision, subject to the approval of their board and their joint-venture partner.

United Kingdom – Anasuria Cluster: Cook Water Injection Project:
It is expected that an increased reservoir pressure will stimulate higher production and enhance oil recovery from this field. The water injection well will be drilled in mid-2019 and a subsea pipeline will be installed in the second half of 2019. This subsea pipeline will link the water injection well to the Anasuria FPSO. The Cook WI project is progressing according to schedule and the total capital expenditure net to Anasuria Hibiscus UK estimated for this project is RM61.0 million.

United Kingdom – Blocks 15/13a (Marigold) and 15/13b (Sunflower):
On 9 October 2018, the Group announced that its indirect wholly-owned subsidiary, Anasuria Hibiscus UK, had entered into an SPA with Caldera (“Seller”) to acquire a 50% interest in the Blocks for a purchase consideration of USD37.5 million. The Blocks are located offshore, in 140 meters water depth, in the UK sector of the North Sea, approximately 250km northeast of Aberdeen. Block 15/13a contains a significant oil bearing discovered field (to be called Marigold), whilst Block 15/13b which lies northeast of Block 15/13a contains a smaller discovered field (to be called Sunflower). Based on an independent report by AGR TRACS International Limited, the gross contingent oil resources (“2C Resources”) in the Blocks is estimated to be 60.0 million bbls of oil (30.0 million bbls of oil net to Anasuria Hibiscus UK). On 16 October 2018, subsequent to receiving all material regulatory approvals, this transaction was completed.

Since the completion of the transaction, Anasuria Hibiscus UK has established a dedicated project team in Kuala Lumpur to conduct the subsurface field development and engineering studies as well as, with the support of Petrofac Facilities Management Limited, execute the concept select phase as part of the efforts to establish a field development plan for Marigold and Sunflower. The concept select phase is targeted to complete in mid-2019. Development concepts being considered include fixed platform, floating solutions, as well as tieback to existing nearby infrastructure solutions.

North Sabah: Production Operations:
The planned maintenance campaign was completed by the end of the Current Quarter and OPEX per bbl is expected to reduce in the following quarter. The Company expects capital expenditure to increase in the next financial quarter due to the commencement of development projects spending following the approval from Petroliam Nasional Berhad (“PETRONAS”) of the St Joseph Infill Drilling Field Development Plan. The Company is also working towards having the South Furious 30 Infill Drilling project Milestone Review-4 approved by PETRONAS in the next financial quarter.

During the Current Quarter, SEA Hibiscus continued its integration efforts of the North Sabah operations with the Company’s existing work processes and performance based operating culture. These efforts will continue through the next financial quarter. The Company will also continue its efforts in identifying and implementing production optimization and enhancement initiatives via surface and subsurface activities in the near term.

North Sabah: St Joseph Infill Drilling:
PETRONAS had on 21 December 2018 approved the St Joseph Infill Drilling Field project Development Plan intended to increase production and reserves of the St Joseph field. The total capital expenditure of RM142.6 million will be shared equally with their joint venture partner. This project entails the drilling of 3 infill producers utilizing a triple splitter wellhead on the St Joseph Jacket-A (“SJJT-A”) platform with minimal topside facilities modifications. These modifications include flowlines, wellhead control panel modifications and modifications to the chemical pump system and chokes. Drilling is targeted to commence in April 2019 with oil production expected to commence in June 2019. The project is expected to add approximately 2,600 bbl per day at its peak with an expected life of field (“LoF”) reserve of 2.77 MMstb.

Australia:
The fact that the Group has only limited access to capital means that investment related activities are prioritized, with those projects that deliver larger economic benefits being implemented ahead of those which promise lower levels of return. Given the expected capital requirements for low risk, identified projects within the Anasuria Cluster and North Sabah, management may defer seeking a Final Investment Decision (“FID”) or seek an alternative solution for their development offshore Australia.

Fundraising:
All their activities and acquisitions to-date have been funded with equity and internally generated funds. Over the course of the next six months, they anticipate that they shall undertake certain fundraising activities to ensure that the projects and opportunities they have in hand, which are expected to enhance production and create value, may be executed smoothly. The Group currently has no debt.

Therefore, they are in a position to gear up to a conservative level if they need to, based on their forward looking plans. They are currently considering various debt options that are on offer, bearing in mind factors such as long term capital requirements, benefits to the Group to maintain a certain level of agility and financial flexibility, overall weighted average cost of capital, etc. They shall make the relevant disclosures as their plans mature.

Mission (2017 – 2021):
With the completion of their recently announced acquisition of a 50% interest in the Marigold and Sunflower discovered fields in the UK North Sea, they believe that they are well positioned to achieve their 2021 mission. Their main focus over the next three years will entail:

• Enhancing production at the Anasuria Cluster and the North Sabah fields; and,
• Converting their 2C Resources, particularly in Marigold and Sunflower into producing 2P Reserves.

Claims Against Rex Companies and Other Parties:
The Group will continue to pursue appropriate legal, regulatory and other avenues to (among others) seek compensation for wrongs committed against the Group. Such avenues may, or may not, be successful due to a number of factors (including those outside the Group’s control) and they will provide relevant updates in this regard from time to time (as may be applicable).

Concluding Comments:
Their goal is to deliver 2.7 to 3.0 million bbls of oil from their two producing assets in FY2019. If they are able to maintain production momentum across both assets, they hope to be able to deliver on their goal for FY2019. The Group has managed to remain profitable throughout oil price fluctuations. This is primarily because their average unit production costs for both the Anasuria and North Sabah assets have been below the average realised oil price at the relevant times. The careful management of costs to maintain low operational expenditure and the delivery of production enhancement projects are, therefore, key towards achieving low unit production costs to enable a continued healthy EBITDA.

Their asset teams from both Anasuria and North Sabah are targeting to execute production enhancement projects that could potentially enhance their net oil production rate from 8,500 bbls per day to over 12,000 bbls per day by 2021. Several of these production enhancement projects have made progress. In Anasuria, the recently completed GUA-P2 side track project has resulted in an overall enhanced production rate from this asset. Additionally, the Cook WI project which was sanctioned last year is on track for execution in 2019, and another potential opportunity is being considered for a drilling programme in 2019. In North Sabah, the St Joseph Infill Drilling project was approved by PETRONAS at the Milestone-Review 4, and is currently on track for execution in 2019, whereas approval for the SF30 Infill Drilling project by PETRONAS at the Milestone-Review 4 is being sought.

The Group has articulated its mission until 2021 and they are pleased to have achieved several critical milestones that are key towards the successful delivery of their goals. Given these developments and barring unforeseen circumstances, they expect their business performance for this current financial year to be encouraging.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.12 in 2 months 4 days, total return is 40%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.97 (dividend RM0.007) in 6 months 8 days, total return is 36.6%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 in 1 month 29 days, total return is 34.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.07 in 7 months 21 days, total return is 34.6%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.03 in 1 month 23 day, total return is 21.2%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 6 day, total return is 20%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.35 (dividend RM0.035) in 3 months 2 day, total return is 9.1%

h) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.49 (dividend RM0.01) in 7 months 19 days, total return is 7.1%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2201547333445342 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: HIBISCS
  Be the first to like this.
 
Bruce88 LOL
21/02/2019 23:07

[转贴] [Facebook live:浅谈Hibiscus Petroleum bhd (Hibiscs)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 21 Feb 2019, 01:05 PM


浅谈Hibiscus Petroleum bhd (Hibiscs)
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.12 in 2 months 4 days, total return is 40%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.97 (dividend RM0.007) in 6 months 8 days, total return is 36.6%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 in 1 month 29 days, total return is 34.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.07 in 7 months 21 days, total return is 34.6%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.03 in 1 month 23 day, total return is 21.2%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 6 day, total return is 20%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.35 (dividend RM0.035) in 3 months 2 day, total return is 9.1%

h) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.49 (dividend RM0.01) in 7 months 19 days, total return is 7.1%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2201547333445342找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

  Be the first to like this.
 

[转贴] [CCM DUOPHARMA BIOTECH BHD:进军特种产品,作为其创建一系列利基产品的战略之一,它最近获得了红细胞生成素产品Erysaa的注册批准] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 20 Feb 2019, 11:51 AM


[CCM DUOPHARMA BIOTECH BHD:进军特种产品,作为其创建一系列利基产品的战略之一,它最近获得了红细胞生成素产品Erysaa的注册批准]

截至2018年12月31日止财政年度,这集团录得净收入及PBT分别为4.9872亿令吉及5,967万令吉,而去年同期则为4.6799亿令吉及5,177万令吉。与去年同期相比,这集团的收入有所改善,主要是由于私营和公共卫生部门的需求增加。由于收入增加以及采用马来西亚财务报告准则(MFRS)导致的会计政策变化,PBT较去年同期增加15.25%。

截至2018年12月31日止,这集团分别录得净收入及PBT分别为1.1563亿令吉及1,766万令吉,而上一季度则分别为1.2584亿令吉及1,584万令吉。由于采用马来西亚财务报告准则(MFRS)而导致会计政策发生变化,PBT改善11.49%。

前景:
预计2019年马来西亚经济将增长4.9%。最近的2019年预算,卫生服务拨款增加至290亿令吉。它包括108亿令吉,用于恢复诊所和医院以及购买医药和医疗设备。这些为公司带来了机遇。

集团还将继续进军特种产品,作为其创建一系列利基产品的战略之一。它最近获得了红细胞生成素产品Erysaa的注册批准。除非出现任何不可预见的情况,CCMD集团预计将在2019财年取得令人满意的业绩。
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.09 in 2 months 3 days, total return is 36.3%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.955 (dividend RM0.007) in 6 months 7 days, total return is 34.5%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 1 month 28 days, total return is 32.6%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 20 days, total return is 30.8%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 5 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 1 month 22 day, total return is 17.6%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.34 (dividend RM0.035) in 3 months 1 day, total return is 8.3%

h) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.47 (dividend RM0.01) in 7 months 18 days, total return is 5.7%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
------------------------------------------
[CCM DUOPHARMA BIOTECH BHD: continue its foray into the specialty products as one of its strategies moving forward to create a pool of niche products, it has recently received registration approval for Erysaa, an Erythropoeitin product]

The Group recorded a net revenue and PBT of RM498.72 million and RM59.67 million respectively for financial year ended 31 December 2018 as compared to RM467.99 million and RM51.77 million for the corresponding period last year. The Group's revenue improved as compared to last year corresponding period mainly due to higher demand from private and public health sector. PBT increased 15.25% as compared to last year corresponding period due to increase in revenue as well as due to changes in accounting policies arising from adoption of Malaysian Financial Reporting Standards (MFRS).

The Group recorded a net revenue and PBT of RM115.63 million and RM17.66 million respectively for current quarter ended 31 December 2018 as compared to RM125.84 million and RM15.84 million for the preceding financial quarter. PBT improved 11.49% due to changes in accounting policies arising from adoption of Malaysian Financial Reporting Standards (MFRS).

Prospects:
Malaysia’s economy is projected to grow 4.9% in 2019. The recent budget 2019 has seen an increase in allocation for health services to RM 29 billion. It includes RM 10.8 billion to restore clinics and hospitals as well as purchase of medicine and medical equipment. These present opportunities for the Company.

Group will also continue its foray into the specialty products as one of its strategies moving forward to create a pool of niche products. It has recently received registration approval for Erysaa, an Erythropoeitin product. Barring any unforeseen circumstances, CCMD Group is expected to achieve satisfactory results in FY 2019.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.09 in 2 months 3 days, total return is 36.3%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.955 (dividend RM0.007) in 6 months 7 days, total return is 34.5%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 1 month 28 days, total return is 32.6%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 20 days, total return is 30.8%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 5 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 1 month 22 day, total return is 17.6%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.34 (dividend RM0.035) in 3 months 1 day, total return is 8.3%

h) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.47 (dividend RM0.01) in 7 months 18 days, total return is 5.7%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2197412517192157 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: CCMDBIO
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[转贴] [Facebook live:浅谈Supermax Corp bhd (Supermx)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 20 Feb 2019, 10:23 AM


浅谈Supermax Corp bhd (Supermx)
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.09 in 2 months 3 days, total return is 36.3%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.955 (dividend RM0.007) in 6 months 7 days, total return is 34.5%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 1 month 28 days, total return is 32.6%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 20 days, total return is 30.8%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 5 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 1 month 22 day, total return is 17.6%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.34 (dividend RM0.035) in 3 months 1 day, total return is 8.3%

h) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.47 (dividend RM0.01) in 7 months 18 days, total return is 5.7%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

Labels: SUPERMX
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[转贴] [KOSSAN RUBBER INDUSTRIES BHD:集团最新的17号工厂(15亿件)的产能已经全部用完,预计下一季度将有可观的贡献,工厂18(25亿件)​​和工厂19(30亿件)的建设工程目前正在进行中] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 19 Feb 2019, 12:38 PM


[KOSSAN RUBBER INDUSTRIES BHD:集团最新的17号工厂(15亿件)的产能已经全部用完,预计下一季度将有可观的贡献,工厂18(25亿件)​​和工厂19(30亿件)的建设工程目前正在进行中,预计分别在2019年第二季度和2019年第四季度全面投入使用]

YTD18 vs YTD17:
截至2018年12月31日止财政年度的12个月,高产柅品录得有史以来最高收入,超过20亿令吉至21.4424亿令吉,较2017财年的19.5763亿令吉增加9.53%。税前利润(PBT)为2.4933亿令吉,较去年的2.2831亿令吉上升9.21%。利润更为强劲的主要原因是手套和TRP部门的表现与上一年相比有所改善。

手套部门在2018财年的收入为18.7681亿令吉,较去年的17.1662亿令吉增长9.33%。 PBT为2.1854亿令吉,较上一财政年度录得的2.0856亿令吉上升4.78%。业绩改善主要归因于高产柅品手套产品需求强劲增长,与2017财年相比,平均售价较高(+ 6.1%)及销量较高(+ 9.7%),以及制造效率增加和有效成本控制。在本报告所述期间,天然橡胶价格下跌(-27.61%)。

技术橡胶产品(TRPs)部门的收入在2018财年增长13.99%至1.8462亿令吉,而2017财年为1.6196亿令吉,而PBT从上一财政年度的1,623万令吉飙升75.55%至2,849万令吉。业绩改善主要归因于销售额增加及利润率较高的产品销售。Cleanroom部门在2018财年的收入和PBT分别为7953万令吉和357万令吉,而2017财年则为7636万令吉和295万令吉。

4Q18 vs 4Q17:
于4Q18,高产柅品录得收入5.8937亿令吉,较4Q17的4.7777亿令吉增加23.36%。 PBT本季度增长21.02%至7,140万令吉,而去年同期则为5,900万令吉。改善的表现归功于所有三个部门 - 手套,TRP和Cleanroom的改进。

手套部门的收入从2017年第4季度的4.1429亿令吉增加25.36%至4Q18的5亿1936万令吉,本季度PBT增加16.72%至6,250万令吉,而去年同期则为5355万令吉。由于对高产柅品手套产品的持续强劲需求,平均售价较高(+ 7.5%)及销售量较去年(+ 17.3%)同期增加,因此业绩改善。在本报告所述期间,天然橡胶价格下跌(-19.36%)。

TRPs部门4Q18的收入为5,038万令吉,较4Q17的4,219万令吉增加19.42%,而本季度PBT则飙升91.31%至846万令吉,而去年同期则为442万令吉。业绩改善主要归因于销售额增加及利润率较高的产品销售。Cleanroom部门在4Q18的收入和PBT分别为1,883万令吉和110万令吉,而2017年第4季度则为2,023万令吉和64万令吉。

4Q18 vs 3Q18:
按季度计算,集团收入在4Q18增长2.70%至5.8937亿令吉,而上一季度为5.739亿令吉。税前利润(PBT)从3Q18的7083万令吉增加至7,140万令吉。手套部门录得收入为5.1936亿令吉,较3Q18的5.0578亿令吉增加2.69%。对手套产品的需求继续强劲,4Q18销量(+ 2.5%),较前一季度有所增加,所有工厂均满负荷运转。

TRPs部门本季度录得收入5,038万令吉,较3Q18录得的4,613万令吉增加9.23%,而PBT则增加22.90%至846万令吉,而上一季度为688万令吉。表现较好的主要原因是销售额增加以及利润率较高的产品销售额增加。Cleanroom部门在4Q18的收入和PBT分别为1883万令吉和110万令吉,而3Q18则分别为2103万令吉和92万令吉。

前景:
对集团手套产品的需求持续强劲。集团最新的17号工厂(15亿件)的产能已经全部用完,预计下一季度将有可观的贡献。工厂18(25亿件)​​和工厂19(30亿件)的建设工程目前正在进行中,预计分别在2019年第二季度和2019年第四季度全面投入使用。

此后,集团扩张的下一阶段将集中于目前处于规划阶段的霹雳州Bidor,将于2020年开始,并需要8年才能完成。此外,集团位于Bestari Jaya的土地储备占地约56英亩,位于Kuala Langat的土地占地约98英亩,为集团的扩张计划提供了更大的灵活性和可持续性。对于技术橡胶产品部门,高产柅品认为该部门稳定且为2019年的表现表示乐观。

Kossan继续推行其转型和增长战略。随着集团的扩张计划和新产能的投产,对手套的持续需求,对成本节约,产品质量和创新的明确关注,以及生产技术和运营效率的提高,管理层确信2019财年将是一个集团成长年份。
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.07 in 2 months 2 days, total return is 33.8%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.945 (dividend RM0.007) in 6 months 6 days, total return is 33.1%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in 1 month 27 days, total return is 31.6%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 19 days, total return is 30.8%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.0375) in 4 months 4 day, total return is 20.5%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 1 month 21 day, total return is 14.1%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.34 (dividend RM0.035) in 3 months, total return is 8.3%

h) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 7 months 17 days, total return is 4.3%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
------------------------------------------------
[KOSSAN RUBBER INDUSTRIES BHD: capacity for the Group’s latest Plant 17 (1.5 billion pieces) has been fully taken up, with meaningful contributions expected in the coming quarter, construction works for Plant 18 (2.5 billion pieces) and Plant 19 (3 billion pieces) are currently on-track, with expected full commissioning by the 2nd quarter of 2019 and 4th quarter of 2019 respectively]

YTD18 vs YTD17:
For the 12 months of financial year ended 31 December 2018, the Group recorded its highest ever revenue, surpassing the two-billion-ringgit-mark to RM2,144.24 million, an increase of 9.53% as compared with RM1,957.63 million in FY2017. Profit before taxation (PBT) was RM249.33 million, rising 9.21% as compared with RM228.31 million last year. The stronger results were mainly attributable to the improved performance in the Gloves and TRPs divisions as compared with the previous year.

The Gloves division’s revenue was RM1,876.81 million in FY2018, an increase of 9.33% compared with RM1716.62 million last year. PBT was RM218.54 million, rising 4.78% compared with RM208.56 million recorded in the previous financial year. The improved performance was mainly attributable to the strong demand growth for the Group’s glove products, with higher average selling prices (+6.1%) and higher volume sold (+9.7%) as compared with FY2017, as well as increased manufacturing efficiency and effective cost controls. In the period under review, natural rubber prices declined (-27.61%).

The Technical Rubber Products (TRPs) division’s revenue rose 13.99% to RM184.62 million in FY2018 as compared with RM161.96 million in FY2017, while PBT soared 75.55% to RM28.49 million from RM16.23 million recorded in the previous financial year. The improved performance was mainly attributable to increased sales deliveries and sales of higher margin products. The Cleanroom division recorded revenue and PBT of RM79.53 million and RM3.57 million respectively for FY2018, as compared with RM76.36 million and RM2.95 million in FY2017.

4Q18 vs 4Q17:
For 4Q18, the Group recorded revenue of RM589.37 million, an increase of 23.36% as compared with RM477.77 million in 4Q17. PBT rose 21.02% to RM71.40 million in the current quarter as compared with RM59.00 million in the previous year quarter. The improved performance was attributable to improvements in all three divisions - Gloves, TRPs and Cleanroom.

The Gloves division’s revenue rose 25.36% to RM519.36 million in 4Q18 from RM414.29 million in 4Q17, with PBT increasing by 16.72% to RM62.50 million in the current quarter as compared with RM53.55 million from a year ago. The improved performance was achieved on the back of continued strong demand for the Group’s glove products, with higher average selling prices (+7.5%) and higher volume sold (+17.3%) as compared with the previous year quarter. In the period under review, natural rubber prices declined (-19.36%).

The TRPs division’s revenue of RM50.38 million in 4Q18 was 19.42% higher as compared with RM42.19 million in 4Q17, while PBT soared 91.31% to RM8.46 million in the current quarter compared with RM4.42 million in the previous year quarter. The improved performance was mainly attributable to increased sales deliveries and sales of higher margin products. The Cleanroom division recorded revenue and PBT of RM18.83 million and RM1.10 million respectively in 4Q18, as compared with RM20.23 million and RM0.64 million in 4Q17.

4Q18 vs 3Q18:
On a quarter-on-quarter basis, Group revenues grew 2.70% to RM589.37 million in 4Q18 as compared with RM 573.90 million in the immediate preceding quarter. Profit before tax (PBT) increased to RM71.40 million from RM70.83 million in 3Q18. The Gloves division recorded revenue of RM519.36 million, increasing 2.69% from RM505.78 million in 3Q18. The demand for glove products continues to be strong with higher volume sold (+2.5%) in 4Q18 as compared with the immediate preceding quarter, with all plants operating at full capacity.

The TRPs division recorded revenue of RM50.38 million in the current quarter, an increase of 9.23% compared with the RM46.13 million recorded in 3Q18, while PBT increased 22.90% to RM8.46 million compared with RM6.88 million in the immediate preceding quarter. The better performance was mainly attributable to higher sales deliveries and sales of higher margin products. The Cleanroom division recorded revenue and PBT of RM18.83 million and RM1.10 million respectively in 4Q18, as compared with from RM21.03 million and RM0.92 million in 3Q18.

Prospects:
Demand for the Group’s glove products continues to be strong. Capacity for the Group’s latest Plant 17 (1.5 billion pieces) has been fully taken up, with meaningful contributions expected in the coming quarter. Construction works for Plant 18 (2.5 billion pieces) and Plant 19 (3 billion pieces) are currently on-track, with expected full commissioning by the 2nd quarter of 2019 and 4th quarter of 2019 respectively.

Thereafter, the next phase of the Group’s expansion will be centred on Bidor, Perak, which is currently in the planning stage, to commence in 2020 and to take eight years to complete. Additionally, the Group’s landbanks in Bestari Jaya which measures approximately 56 acres and in Kuala Langat which measures approximately 98 acres, provides added flexibility and sustainability to the Group’s expansion plans. For the Technical Rubber Products division, the Group views this division as stable and is optimistic of the performance for 2019.

Kossan has continued to pursue its transformation and growth strategies. With the Group’s expansion plans and new capacity coming on-stream, continued demand for their gloves, a clear focus on cost savings, product quality and innovation, as well as improvements in production technology and operating efficiency, Management is confident that FY2019 will be a growth year for the Group.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.07 in 2 months 2 days, total return is 33.8%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.945 (dividend RM0.007) in 6 months 6 days, total return is 33.1%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in 1 month 27 days, total return is 31.6%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 19 days, total return is 30.8%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.0375) in 4 months 4 day, total return is 20.5%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 1 month 21 day, total return is 14.1%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.34 (dividend RM0.035) in 3 months, total return is 8.3%

h) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 7 months 17 days, total return is 4.3%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2197412517192157 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: KOSSAN
  Be the first to like this.
 

[转贴] [Facebook live:浅谈London Biscuits bhd (LonBisc)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 19 Feb 2019, 10:16 AM


浅谈London Biscuits bhd (LonBisc)
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.07 in 2 months 2 days, total return is 33.8%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.945 (dividend RM0.007) in 6 months 6 days, total return is 33.1%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in 1 month 27 days, total return is 31.6%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 19 days, total return is 30.8%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.0375) in 4 months 4 day, total return is 20.5%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 1 month 21 day, total return is 14.1%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.34 (dividend RM0.035) in 3 months, total return is 8.3%

h) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 7 months 17 days, total return is 4.3%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

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[转贴] [LAFARGE MALAYSIA BHD:预计2018年剩余时间的国内市场状况仍将充满挑战] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 18 Feb 2019, 12:30 PM


[LAFARGE MALAYSIA BHD:预计2018年剩余时间的国内市场状况仍将充满挑战]

3Q18 vs 3Q17:
拉法基马的收入由去年同期的5.79亿令吉减少14.5%至本季度的4.95亿令吉。这一下降主要是由于市场需求疲软和国内价格持续压力导致水泥部门销售额下降,但部分被出口价格上涨抵消。

拉法基马于本季录得税前亏损为1.35亿令吉,而去年同期的税前亏损则为5,500万令吉。水泥业务的经营亏损增加是由于需求疲弱导致销量下降及环境竞争日趋激烈,销售价格下跌,但部分被出口贡献增加所抵消。由于较高的能源价格,较低的产量和预定的工厂维护时间,生产成本的增加进一步增加了损失。此外,本季度的亏损包括管理层发现与前期相关的库存差异导致的一次性库存冲销,即2,200万令吉。

YTD18 vs YTD17:
截至2018年9月30日止期间,拉法基马录得收入下跌5.9%,由去年同期录得的16.73亿令吉减少至今年的15.74亿令吉。这主要是由于市场疲软,水泥需求减少以及竞争环境对销售价格构成显着下行压力。此外,由于主要项目即将完工的预拌混凝土的采购量下降,集料和混凝土部门的销售额也下降。

拉法基马于今年录得税前亏损3.25亿令吉,而去年税前亏损则为1.76亿令吉。损失较大的主要原因是水泥部门的收入较低,原因是竞争激烈的环境以及由于产量较低和能源价格上涨而导致生产成本上升,但部分被SG&A减少抵消。去年的业绩也得益于土地出售的一次性收益,而今年的其他开支包括重组成本,资产注销和外汇损失。

3Q18 vs 2Q18:
拉法基马本季度的收入低于上一季度,主要是由于水泥部门的国内销售下降但被出口价格上涨所弥补。与收入减少一致,拉法基马录得较高的税前亏损为1.345亿令吉,而上一季则为1.076亿令吉,主要由于竞争环境加上生产成本上升导致水泥部门的利润率下降所致(较低的熟料生产,较高的能源价格,定期工厂维护的时间,一次性的库存冲销和重组成本),但被较低的SG&A补偿。

前景:
预计2018年剩余时间的国内市场状况仍将充满挑战。
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.52 (dividend RM0.01) in 7 months 14 days, total return is 9.3%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
-------------------------------
[LAFARGE MALAYSIA BHD: domestic market condition for the rest of 2018 is expected to remain challenging]

3Q18 vs 3Q17:
The Group’s revenue decreased by 14.5% to RM495 million in the current quarter from RM579 million recorded in the corresponding quarter last year. This decrease is mainly attributable to lower sales from the Cement segment caused by the soft market demand and continuing domestic pricing pressures but compensated partially by higher export prices.

The Group recorded a loss before tax for the current quarter of RM135 million compared to the loss before tax of RM55 million for the same period last year. Higher operating loss from the Cement segment is due to weaker demand which led to lower sales volume and a more competitive environment with a decline in selling prices but compensated partially by higher export contribution. The increase in production cost due to the higher energy prices, lower production output and timing of scheduled plant maintenance further added to the loss. In addition, the loss in the current quarter includes a one-off inventory write off of RM22 million resulting from management’s uncovering of inventory discrepancies relating to prior periods.

YTD18 vs YTD17:
For the period ended 30 September 2018, the Group registered a drop in revenue by 5.9% from RM1,673 million recorded in the same period last year to RM1,574 million this year. This is mainly due to the weak market conditions with lower cement demand and the competitive environment putting significant downward pressure on selling prices. In addition, Aggregates and Concrete segment also recorded lower sales due to declining offtake of ready-mixed concrete from major projects nearing completion.

The Group recorded a loss before tax of RM325 million compared to loss before tax of RM176 million in the corresponding period last year. The higher loss is mainly attributed to Cement segment’s lower revenue due to the highly competitive environment coupled with higher production cost due to lower production output and the increase in energy prices while partly compensated by SG&A reduction. Last year’s result also benefited from a one-off gain from disposal of land while this year’s other expenses include restructuring costs, asset write off and loss in foreign exchange.

3Q18 vs 2Q18:
The Group’s revenue in current quarter is lower than last quarter mainly due to lower domestic sales from Cement segment and compensated by higher export prices. In line with the lower revenue, the Group recorded a higher loss before tax of RM134.5 million compared to RM107.6 million in preceding quarter mainly attributed to the lower margin from cement segment due to the competitive environment coupled with the higher production cost arising mainly from lower clinker production, higher energy prices, timing of scheduled plant maintenance, one-off inventory write-off and restructuring costs but compensated by lower SG&A.

Prospects:
Domestic market condition for the rest of 2018 is expected to remain challenging.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.52 (dividend RM0.01) in 7 months 14 days, total return is 9.3%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2197412517192157 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

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[转贴] [Facebook live:浅谈QES Group bhd (QES)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 18 Feb 2019, 10:07 AM


浅谈QES Group bhd (QES)
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.52 (dividend RM0.01) in 7 months 14 days, total return is 9.3%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

Labels: QES
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[转贴] [SERBA DINAMIK HOLDINGS BHD:这集团已收购E&E Gas Sdn Bhd(「E&E」)42.26%股权,使这集团能够将其资产所有权业务模式扩展至天然气行业] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 17 Feb 2019, 02:52 PM


[SERBA DINAMIK HOLDINGS BHD:这集团已收购E&E Gas Sdn Bhd(「E&E」)42.26%股权,使这集团能够将其资产所有权业务模式扩展至天然气行业]

3Q18 vs 3Q17:
截至2018年9月30日止的季度(Q3FY18),由于O&M的强劲活动,世霸动力录得收入7.702亿令吉,较去年同期(Q3FY17)高17.9%。世霸动力的税前利润为9,710万令吉,较2017财年第3季度的除税前利润8,580万令吉增加13.2%。

O&M在Q3FY18贡献了90.6%的收入,比2017财年第三季度增加了1.303亿令吉或22.9%。增加的原因是他们在中东地区的MRO活动增加,而IRM活动也显示出对2017财年第3季度的一些增长。这个部门经营利润改善为1.21亿令吉或毛利率为17.1%。

EPCC收入总额为6,920万令吉,较2017财年第3季度减少1,490万令吉,占世霸动力总收入的9.0%。

其他产品和服务的收入为290万令吉,占总收入的0.4%。

3Q18 vs 2Q18:
整体营业利润为1.321亿令吉,较Q2FY18减少770万令吉或5.5%,与收入整体下降相符。

由于大多数国家在沙特阿拉伯,卡塔尔,阿曼和土库曼斯坦的活动减少,运营与维护收入减少了2,450万令吉,比Q2FY18下降了3.4%。

EPCC部门的营业利润也下降了1,270万令吉至1,120万令吉或毛利率16.1%。

其他产品和服务的收入有所改善,但营业利润下降主要是由于他们的IT相关服务产生的成本较高。

YTD18 vs YTD17:
与去年同期相比,收入和营业利润分别有20.3%和19.4%的改善。 O&M和其他部门的营业利润与上一年同期相比有所改善。集团税前累计利润提升至3.028亿令吉,比去年同期高出4750万令吉。

在地域分割方面,马来西亚仍然是各国最大的收入贡献者,在Q3FY18总计记录了2.196亿令吉,对比2017财年第3季度,增长到总收入的28.5%。中东占本季度总收入的61.1%或4.705亿令吉,对比2017财年第三季度增加9,980万令吉。这一增长主要来自阿联酋较高的活动,因为更多的合同以及更多巴林的服务。

他们的中亚地区在土库曼斯坦贡献了3,800万令吉,分别占本季度收入的4.9%。印尼占本季度总收入的4.4%或3390万令吉,而欧洲则因其在英国的两家子公司Quantum Offshore Limited和Serba Dinamik International Limited贡献了100万令吉的收入。本季度,通过坦桑尼亚的非洲地区也为集团贡献了730万令吉,占当前季度收入的0.9%。

前景:
对于马来西亚国内生产总值的增长,我们看到私营部门活动和主要经济部门的持续扩张。2017年全球能源消费增长强劲,主要是天然气和可再生能源,煤炭在能源结构中的份额继续下降。天然气消费量增加了960亿立方米(bcm),即自2010年以来最快的3%。消费增长主要来自中国(310亿立方米)和中东(280亿立方米)。全球天然气产量增加1310亿立方米,即4%,几乎是10年平均水平的两倍增长率。

马来西亚是世界第三大液化天然气(“LNG”)出口国,是东南亚第二大石油和天然气生产国,战略性地位于海运能源贸易的重要航线之中。石油和其他液体和天然气是马来西亚消耗的主要能源,2014年估计消耗量分别为40%和36%。这国82%的天然气需求来自马来西亚半岛。与煤和重油相比,天然气无疑是工业和发电的更清洁,更有效的替代品。

于二零一八年十月三十一日,这集团已收购E&E Gas Sdn Bhd(「E&E」)42.26%股权,使这集团能够将其资产所有权业务模式扩展至天然气行业。Lumut, Perak的液化天然气接收站的开发将提供替代方案给马来西亚半岛气体分配解决方案。通过收购,预计集团将在国内和国际上实现增长,并提升财务状况和盈利能力。总体而言,管理层对公司的未来前景持乐观态度,并认为这集团未来将继续取得积极成果。
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.52 (dividend RM0.01) in 7 months 14 days, total return is 9.3%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
-------------------------------------------
[SERBA DINAMIK HOLDINGS BHD: the Group has acquired 42.26% equity stake in E&E Gas Sdn Bhd (“E&E”) that would enable the Group to expand its asset ownership business model into the gas industry]

3Q18 vs 3Q17:
For the quarter ended 30 September 2018 (“Q3FY18”), the Group recorded revenue of RM770.2 million which was 17.9% higher than corresponding quarter of the preceding year (“Q3FY17”) due to strong activities from O&M. The Group also recorded profit before taxation of RM97.1 million, 13.2% higher as compared to profit before taxation of RM85.8 million in Q3FY17.

O&M contribute 90.6% of revenue in Q3FY18 with an increase of RM130.3 million or 22.9% against Q3FY17. The increase was due to higher activities from their MRO activity in Middle East region while IRM activity also showed some increase against Q3FY17. The segment recorded an improved operating profit of RM121.0 million or representing gross margin of 17.1%.

EPCC revenue recorded a total of RM69.2 million, lower by RM14.9 million against Q3FY17 and contributed 9.0% of the total revenue of the Group.

Other product and services recorded revenue of RM2.9 million or 0.4% of the total revenue.

3Q18 vs 2Q18:
Overall Operating profit stood at RM132.1 million, RM7.7 million or 5.5% lower against Q2FY18 in line with overall decrease in revenue.

O&M revenue decrease RM24.5 million or 3.4% lower than Q2FY18 as most countries showing a decrease of activity in Saudi Arabia, Qatar, Oman & Turkmenistan.

Operating profit of EPCC segment also drop RM12.7 million to RM11.2 million or 16.1% gross profit margin.

Other product and services recorded improvement in revenue but showing lower operating profit mainly due to higher cost incurred from their IT related services.

YTD18 vs YTD17:
There is an improvement against same period last year of 20.3% and 19.4% for revenue and operating profit respectively. O&M and others segments are showing an improved operating profit against the corresponding period of the preceding year. The group cumulative profit before tax improved to RM302.8million, RM47.5 million higher than the corresponding period of the preceding year.

On geographical segmentation, Malaysia remained as the biggest revenue contributor by country recording a total of RM219.6 million for Q3FY18 or 28.5% of total revenue recording improvement against Q3FY17. Middle East contributed 61.1% of the overall revenue for the quarter or RM470.5 million, an increase of RM99.8 million against Q3FY17. The increase mainly from higher activity in UAE from servicing more contracts as well as Bahrain due to higher call up activity.

Their Central Asia region contributed RM38.0 million in Turkmenistan which contributed 4.9%, of revenue for the quarter respectively. Indonesia contributed 4.4% of total revenue for the quarter or RM33.9 million and Europe contributed RM1.0 million of revenue from their two subsidiaries in United Kingdom namely Quantum Offshore Limited and Serba Dinamik International Limited. During the quarter, Africa region through Tanzania also contributed RM7.3 million to the Group or 0.9% of current quarter revenue.

Prospects:
For Malaysia GDP growth, we have seen continued expansion in private sector activity and across major economic sectors. Global primary energy consumption grew strongly in 2017, led by natural gas and renewables, with coal’s share of the energy mix continuing to decline. Natural gas consumption rose by 96 billion cubic metres (bcm), or 3%, the fastest since 2010. Consumption growth was driven by China (31 bcm), and the Middle East (28bcm). Global natural gas production increased by 131 bcm, or 4%, almost double the 10-year average growth rate.

Malaysia is the world’s third-largest exporter of liquefied natural gas (“LNG”), the second largest oil and natural gas producer in Southeast Asia, and strategically located amid important routes for seaborne energy trade. Petroleum and other liquids and natural gas are the primary energy sources consumed in Malaysia, with estimated consumption of 40% and 36%, respectively, in 2014. 82% of the country’s natural gas demand is from Peninsular Malaysia. Natural gas is certainly a cleaner and more efficient alternative for industrial and electricity generation as compared to coal and heavy oil.

On 31 October 2018, the Group has acquired 42.26% equity stake in E&E Gas Sdn Bhd (“E&E”) that would enable the Group to expand its asset ownership business model into the gas industry. The development of the LNG Terminal in Lumut, Perak will provide alternative solution for the distribution of gas in Penisular Malaysia. Through the acquisitions, the Group are expected to grow domestically and internationally as well as to enhance the financial position and profitability. Overall, the management is optimistic about the future prospects of the company and also of the view that the Group will continue to generate positive results in future.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.52 (dividend RM0.01) in 7 months 14 days, total return is 9.3%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2197412517192157 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: SERBADK
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[转贴] [Facebook live:浅谈KPJ healthCare bhd (KPJ)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 17 Feb 2019, 12:55 PM


浅谈KPJ healthCare bhd (KPJ)
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.52 (dividend RM0.01) in 7 months 14 days, total return is 9.3%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

Labels: KPJ
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[转贴] [DIALOG GROUP BHD:Pengerang深水码头(“PDT”)第1阶段的持续运营目前正在扩大430,000立方米,第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 16 Feb 2019, 11:14 AM


[DIALOG GROUP BHD:Pengerang深水码头(“PDT”)第1阶段的持续运营目前正在扩大430,000立方米,第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉]

尽管本季度收入减少28.9%(从去年同期的8.574亿令吉减到6.096亿令吉),但仍取得了较好的成绩。马来西亚本季度业务收入下降主要是由于Pengerang深水码头二期项目的工程,采购,施工和调试(“EPCC”)工程接近完成。

这集团的国际业务收入较去年同期增加,但扣除税后净利润较低主要是由于市场竞争加剧导致利润率下降。

2Q19 vs 1Q19:
这集团当前财政季度的税前利润为1.71亿令吉,较上一季度的1.386亿令吉高出23.4%。

前景:
Pengerang深水码头(“PDT”)第1阶段的持续运营目前正在扩大430,000立方米。第2A阶段,炼油和石化综合开发专用石油和石化终端(“RAPID”)于2018年11月开始商业运营的初始阶段。

2018年4月,集团与Johor Darul Ta'zim州政府和国务秘书柔佛(公司)签署了谅解备忘录,以投资和开发共同的油库设施(包括共用基础设施)和深水海洋设施,以支持和促进石油和石化产品储存和处理罐终端业务。第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉。自此,这集团继续在第3阶段取得进展 - 填海活动正在进行中,并计划于2019年底完成,并正与第三阶段的潜在客户进行积极讨论。

未来阶段还将有大约500英亩的土地余额。除了Langsat Terminal(One)Sdn. Bhd.和Langsat Terminal(Two)Sdn. Bhd.的容量为647,000立方米,他们也在扩建Langsat Terminal(Three)Sdn. Bhd.成一个30万立方米的存储设施,根据他们的战略增加建立可持续和经常性收入。
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
------------------------------
[DIALOG GROUP BHD: the ongoing operations of Pengerang Deepwater Terminals ("PDT") Phase 1 is currently being expanded by 430,000 m3, phase 3 will be developed on approximately 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion]

The better result was achieved despite a 28.9% decrease in revenue to RM609.6 million for the current quarter from RM857.4 million recorded in the corresponding quarter last year. The revenue from their Malaysian operations for the current quarter was lower primarily due to near completion of the Engineering, Procurement, Construction and Commissioning ("EPCC") works in Pengerang Deepwater Terminals Phase 2 projects.

The Group’s International operations’ revenue was higher as compared to the corresponding quarter last year, but recorded a lower net profit after tax mainly due to reduced margins as a result of increased market competition.

2Q19 vs 1Q19:
The Group’s profit before tax for the current financial quarter of RM171.0 million was 23.4% higher compared to RM138.6 million recorded in the preceding quarter.

Prospects:
The ongoing operations of Pengerang Deepwater Terminals ("PDT") Phase 1 is currently being expanded by 430,000 m3. Phase 2A, the dedicated petroleum and petrochemicals terminal for Refinery and Petrochemical Integrated Development ("RAPID") commenced its initial stages of commercial operations in November 2018.

In April 2018, the Group signed a Memorandum of Understanding with the State Government of Johor Darul Ta’zim and the State Secretary, Johor (Incorporated) to invest and develop common tankage facilities (including shared infrastructure) and deepwater marine facilities to support and promote the petroleum and petrochemicals storage and handling tank terminal business. Phase 3 will be developed on approximately 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion. Since then, the Group has continued to make progress for Phase 3 - land reclamation activities are in progress and is scheduled for completion at end of 2019, and they are in active discussions with potential customers for Phase 3.

There will also be a balance of approximately 500 acres available for future phases. In addition to Langsat Terminal (One) Sdn. Bhd. and Langsat Terminal (Two) Sdn. Bhd.'s capacity of 647,000 m3, they are also expanding Langsat Terminal (Three) Sdn. Bhd. into a 300,000 m3 storage facility, in line with their strategy to grow sustainable and recurring income.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2197412517192157 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: DIALOG
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Dialog Group bhd (Dialog)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 16 Feb 2019, 09:11 AM


浅谈Dialog Group bhd (Dialog)
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

Labels: DIALOG
  Be the first to like this.
 

[转贴] [FRONTKEN CORP BHD:SIA宣布全球半导体行业2018年的销售额为4,688亿美元,与2017年的总销售额相比增长了13.7%,子公司将能够在年内继续保持其发展势头] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 15 Feb 2019, 02:46 PM


[FRONTKEN CORP BHD:SIA宣布全球半导体行业2018年的销售额为4,688亿美元,与2017年的总销售额相比增长了13.7%,子公司将能够在年内继续保持其发展势头]

4Q18 vs 4Q17:
截至2018年12月31日止前研科技的收入较去年同期增加约830万令吉(10.3%)。前研科技于新加坡及马来西亚的附属公司与去年同季相比表现较佳。半导体行业协会(SIA)宣布,2018年第四季度全球半导体行业的销售额为1,147亿美元,与2017年第四季度相比增长0.6%。由于半导体业务的正增长及马来西亚及新加坡石油及天然气业务的改善,前研科技于新加坡及马来西亚的附属公司的业务表现较去年同期分别上升40.6%及25.2%。如果台湾子公司的收入以新台币计算,其当前季度的收入将比上一季度好1.9%。

前研科技本季度的税前利润(“PBT”)为2440万令吉,比同期的1360万令吉高出1,080万令吉或79.1%。利润增加主要是由于前研科技在台湾,新加坡及马来西亚的附属公司表现改善及外汇损失减少。

YTD18 vs YTD17:
截至2018年12月31日止本期间,前研科技的收入为3.272亿令吉,较去年同期高出3,060万令吉(10.3%)。该改善主要是由于前研科技于新加坡,马来西亚及台湾的附属公司表现较佳。他们在新加坡,马来西亚和台湾的子公司的年初至今收入分别比去年同期增长17.1%,14.9%和8.6%。这与SIA就半导体行业的整体增长所发布的报告一致,该增长直接有利于集团的业绩。

与去年同期相比,由于收入改善,成本管理警惕以及出售联营公司的微薄收益,集团的PBT增加了2950万令吉(63.9%)。前研科技本期税后利润为RM5700万,与去年同期相比增加了2060万令吉(56.6%)。

4Q18 vs 3Q18:
由于前研科技新加坡子公司的业绩改善,前研科技本季度收入较上一季度增加3.3%或约280万令吉。前研科技本季度未经审核的PBT改善主要是由于收入增加及成本结构改善,因为他们不断努力探索提高效率的方法。

前景:
SIA宣布全球半导体行业2018年的销售额为4,688亿美元,是该行业有史以来的最高年度总销售额,与2017年的总销售额相比增长了13.7%。虽然2018年下半年市场增长放缓,但SIA认为该行业的长期前景仍然强劲。半导体将继续使世界更加紧密联系,一系列新兴技术 - 人工智能,虚拟现实,物联网(IOT)等等 - 为未来的发展带来巨大希望。

于二零一八年,前研科技取得了令人瞩目的业绩,历史最高税后利润为5700万令吉,主要是由于前研科技在台湾,新加坡及马来西亚从事半导体行业的附属公司业绩强劲。他们将继续关注服务质量和成本管理,以保持竞争力。他们相信,他们在台湾,新加坡,马来西亚和菲律宾的子公司将能够在年内继续保持其发展势头,因此他们对2019年前研科技的盈利将会有积极贡献持谨慎乐观态度。
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.07 in 7 months 15 days, total return is 34.6%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.95 (dividend RM0.007) in 6 months 2 day, total return is 33.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.04 in 1 month 30 days, total return is 30%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 1 month 23 days, total return is 29.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.0375) in 4 months, total return is 20.5%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 1 month 17 day, total return is 14.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 28 days, total return is 7.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
------------------------------
[FRONTKEN CORP BHD: the SIA announced that the global semiconductor industry posted sales of USD468.8 billion in 2018, an increase of 13.7% compared to the 2017 total sales, subsidiaries will be able to continue with its momentum during the year]

4Q18 vs 4Q17:
The Group’s revenue for the current quarter ended 31 December 2018 increased by approximately RM8.3 million (10.3%) compared to the preceding year corresponding quarter. The Group’s subsidiaries in Singapore and Malaysia performed better compared to the preceding year corresponding quarter. The Semiconductor Industry Association (SIA) announced that the global semiconductor industry posted sales of USD114.7 billion in the fourth quarter of 2018, an increase of 0.6% compared to the fourth quarter of 2017. As a result of the positive growth of the semi-conductor business and improvement in oil and gas business in Malaysia and Singapore, the Group’s subsidiaries in Singapore and Malaysia achieved an improved business performance of 40.6% and 25.2% respectively compared to the preceding year corresponding quarter. If the revenue from subsidiary in Taiwan was to be assessed in New Taiwan Dollar, its current quarter’s revenue would have been 1.9% better than the preceding quarter.

The Group’s profit before tax (“PBT”) of RM24.4 million for the current quarter was RM10.8 million or 79.1% higher than the corresponding quarter’s RM13.6 million. The higher profit was mainly due to improved performances by the Group’s subsidiaries in Taiwan, Singapore and Malaysia and lower foreign exchange loss.

YTD18 vs YTD17:
The Group’s revenue of RM327.2 million for the current period ended 31 December 2018 was RM30.6 million (10.3%) higher than that achieved in the preceding year corresponding period. The improvement was mainly due to better performances from the Group’s subsidiaries in Singapore, Malaysia and Taiwan. Year-to-date revenue from their subsidiaries in Singapore, Malaysia and Taiwan rose 17.1%, 14.9% and 8.6% respectively compared to the preceding year corresponding period. This was consistent with the report issued by SIA on the overall growth in the semiconductor industry which had directly benefitted the Group’s performance.

Against the same period last year, the PBT for the Group increased by RM29.5 million (63.9%) as a result of improved revenue, vigilance in cost management and a small gain on disposal of an associate. The profit after tax for the Group for the current period was RM57.0 million, an increase of RM20.6 million (56.6%) compared to the preceding year corresponding period.

4Q18 vs 3Q18:
The Group’s revenue was 3.3% or approximately RM2.8 million higher during the current quarter as compared to the immediate preceding quarter due to improved business performance for the Group’s subsidiary in Singapore. The Group’s improved unaudited PBT for the current quarter was mainly due to higher revenue and better cost structure due to their continual efforts to explore ways to improve their efficiency.

Prospects:
The SIA announced that the global semiconductor industry posted sales of USD468.8 billion in 2018, the industry’s highest-ever annual total, an increase of 13.7% compared to the 2017 total sales. While market growth slowed during the second half of 2018, SIA viewed the longterm outlook of the industry remains strong. Semiconductors will continue to make the world more connected, and a range of budding technologies – artificial intelligence, virtual reality, the Internet of Things (IOT), among many others – hold tremendous promise for future growth.

In 2018, the Group achieved another remarkable performance with a historical high profit after tax of RM57 million, mainly attributable to the stronger performance from the Group’s subsidiaries in Taiwan, Singapore and Malaysia engaged in the Semiconductor industry. They will continue to focus their attention on the quality of their services and cost management so as to maintain their competitiveness. They believe that their subsidiaries in Taiwan, Singapore, Malaysia and the Philippines will be able to continue with its momentum during the year and therefore they are cautiously optimistic that they will contribute positively to the Group’s earnings in 2019.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.07 in 7 months 15 days, total return is 34.6%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.95 (dividend RM0.007) in 6 months 2 day, total return is 33.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.04 in 1 month 30 days, total return is 30%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 1 month 23 days, total return is 29.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.0375) in 4 months, total return is 20.5%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 1 month 17 day, total return is 14.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 28 days, total return is 7.5%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2197412517192157 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: FRONTKN
  Be the first to like this.
 

[转贴] [Faceboo live:浅谈Hartalega holdings bhd (Harta)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 15 Feb 2019, 10:32 AM


浅谈Hartalega holdings bhd (Harta)
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.07 in 7 months 15 days, total return is 34.6%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.95 (dividend RM0.007) in 6 months 2 day, total return is 33.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.04 in 1 month 30 days, total return is 30%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 1 month 23 days, total return is 29.5%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.0375) in 4 months, total return is 20.5%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 1 month 17 day, total return is 14.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 28 days, total return is 7.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

Labels: HARTA
  Be the first to like this.
 

[转贴] [HARTALEGA HOLDINGS BHD:NGC工厂的工厂5已经开始12条生产线中的6条生产线继续进行生产,工厂6结构的建设已经开始,2019年下半年将开始建设配套设施] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 14 Feb 2019, 11:52 AM


[HARTALEGA HOLDINGS BHD:NGC工厂的工厂5已经开始12条生产线中的6条生产线继续进行生产,工厂6结构的建设已经开始,2019年下半年将开始建设配套设施]

Q3 FY2019 vs Q3 FY2018:
第三季度,贺特佳实现销售收入7.234亿令吉,较去年同期增加1亿2030万令吉或19.9%。销售收入增加的原因是丁腈手套需求增加,平均销售价格上涨,销量增长9.6%。税前利润增加了1,110万令吉或8.0%,同时实现了更高的销售额。销售收入的增长主要得益于客户需求的增长和平均销售价格的上涨(丁腈成本的增加)。

9M FY2019 vs 9M FY2018:
贺特佳于本期间实现销售收入21.4亿令吉,较去年同期录得的17.9亿令吉增加3.552亿令吉或19.9%。随着丁腈手套需求的增长和生产能力的不断提高,销售收入增长了11.6%。销售收入的增加也是由于平均销售价格上涨所致。

税前利润增加4,640万令吉或11.8%,由3亿9180万令吉改善至4亿3820万令吉。由于客户的有利需求和额外的生产能力,销售额增加推动了税前利润的增长。

Q3 FY2019 vs Q2 FY2019:
本季度的收入从7.142亿令吉上升至7.234亿令吉,增加了920万令吉或1.3%。销售收入增加是由销量增加所致。本季度税前利润增加760万令吉或5.4%,主要是由于销售收入增加及外汇净收益较上一季度小。

前景:
随着需求供应动态的健康平衡,全球对橡胶手套的需求持续增长。丁腈手套目前占马来西亚橡胶手套出口的63%。为了满足不断增长的需求,NGC工厂的工厂5已经开始12条生产线中的6条生产线继续进行生产。工厂6结构的建设已经开始,2019年下半年将开始建设配套设施。工厂5和工厂6的年装机容量分别为47亿件。新工厂 - 工厂7也在扩建计划中,以满足专注于特殊产品的小订单。工厂7每年的装机容量是26亿件。 NGC对集团销售收入的贡献将进一步增加集团的收益。

自从在英国推出抗菌手套(AMG)以来,Hartalega已收到来自10多个国家的客户的订单。该公司还致力于确保联邦药品管理局(FDA)批准进入美国市场(美国医疗保健专业人员对医疗保健相关感染的危险性有更高的认识)。 FDA的批准将为产品的安全性和有效性提供强有力的第三方证明。由于新的医疗产品正处于引进和教育阶段,他们希望AMG在未来几年能够做出有意义的贡献。预计AMG的销售也将获得动力,因为它具有竞争力的价格,以确保快速的市场接受度。 Hartalega对橡胶手套需求的增长,NGC持续的扩张以及AMG市场份额潜在增长所带来的长期前景保持乐观。
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in 1 month 22 days, total return is 31.6%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.03 in 1 month 29 days, total return is 28.8%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.89 (dividend RM0.007) in 6 months 1 day, total return is 25.5%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.975 in 7 months 14 days, total return is 22.6%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 3 months 30 days, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 1 month 16 day, total return is 17.1%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 27 days, total return is 7.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

如果您想加入我的WhatsApp小组(里面不会有James Ng的stock pick),请PM或给我发送您的手机号码。

请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
------------------------------------
[HARTALEGA HOLDINGS BHD: Plant 5 of NGC facility has commissioned 6 out of 12 lines with remaining production lines to come on progressively, construction of Plant 6 structure have started and the supporting facilities to follow in second half of calendar year 2019]

Q3 FY2019 vs Q3 FY2018:
For the 3rd quarter, the Group achieved sales revenue of RM723.4 million, representing an improvement of RM120.3 million or 19.9% from corresponding quarter in preceding year. The higher sales revenue achieved was attributed to stronger demand for nitrile gloves and higher average selling price coupled with growth in sales volume of 9.6%. Profit before tax was higher by RM11.1 million or 8.0%, in tandem with higher sales achieved. The improvement in sales revenue was contributed by growing demand from customers and higher average selling price in tandem with increase in nitrile cost.

9M FY2019 vs 9M FY2018:
The Group achieved sales revenue of RM2.14 billion in the current period, representing an increment of RM355.2 million or 19.9% from RM1.79 billion recorded in corresponding period in preceding year. The growth in sales revenue was contributed by improvement in sales volume of 11.6% in tandem with growing demands for nitrile gloves and continuous expansion in improving production capacity. The increase in sales revenue is also contributed by higher average selling price.

Profit before tax registered an increase of RM46.4 million or 11.8%, with improvement from RM391.8 million to RM438.2 million. The increase in profit before tax was driven by higher sales volume attributed to favourable demand from customers and additional production capacity.

Q3 FY2019 vs Q2 FY2019:
Revenue for the quarter rose to RM723.4 million from RM714.2 million, improved by RM9.2 million or 1.3%. The increase in sales revenue was contributed by increase in sales volume. Profit before tax for the quarter increased by RM7.6 million or 5.4% mainly due to higher sales revenue achieved and a small net foreign exchange gain as compared with preceding quarter.

Prospects:
The global demand for rubber gloves continues to grow with demand supply dynamics in healthy balance. Nitrile glove now accounts for 63% of Malaysian rubber glove export. In meeting the rising demand, Plant 5 of NGC facility has commissioned 6 out of 12 lines with remaining production lines to come on progressively. Construction of Plant 6 structure have started and the supporting facilities to follow in second half of calendar year 2019. Plant 5 and Plant 6 will each have annual installed capacity of 4.7 billion pieces. A new plant – Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products. Plant 7 will have an annual installed capacity of 2.6 billion pieces. The increasing contribution of NGC to Group sales revenue will contribute further to Group earnings.

Since the launch of antimicrobial gloves (AMG) in UK, Hartalega has received orders from customers in over 10 countries. The company is also working on securing Federal Drug Administration (FDA) approval for US market where there is greater awareness among US healthcare professionals on the dangers of healthcare-associated infections. The FDA approval will provide a strong third party testament to the safety and effectiveness of the product. As the new medical product is in its introduction and education phase, they expect AMG to contribute meaningfully in the coming years. Sales of the AMG is also expected to gain momentum as it will be priced competitively to ensure quick market acceptance. Hartalega remains optimistic of the longer term prospects moving forward underpinned by growing demand for rubber gloves, ongoing NGC expansion and potential growth of AMG market share.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in 1 month 22 days, total return is 31.6%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.03 in 1 month 29 days, total return is 28.8%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.89 (dividend RM0.007) in 6 months 1 day, total return is 25.5%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.975 in 7 months 14 days, total return is 22.6%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 3 months 30 days, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 1 month 16 day, total return is 17.1%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 27 days, total return is 7.5%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2197412517192157 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

If you want to join my WhatsApp group (there will be no James Ng's stock pick inside), please PM or email me your handphone number.

Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: HARTA
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Eastern & Oriental bhd (E&O)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 14 Feb 2019, 09:44 AM


浅谈Eastern & Oriental bhd (E&O)
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in 1 month 22 days, total return is 31.6%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.03 in 1 month 29 days, total return is 28.8%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.89 (dividend RM0.007) in 6 months 1 day, total return is 25.5%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.975 in 7 months 14 days, total return is 22.6%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 3 months 30 days, total return is 20%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 1 month 16 day, total return is 17.1%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 27 days, total return is 7.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

如果您想加入我的WhatsApp小组(里面不会有James Ng的stock pick),请PM或给我发送您的手机号码。

请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

 

Labels: E&O
  Be the first to like this.
 


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