Highlights

James的股票投资James Share Investing

Author: James Ng   |   Latest post: Tue, 22 Oct 2019, 10:01 AM

 

[转贴] [CYPARK RESOURCES BHD:预计随着LSS1下WTE电厂和太阳能发电站的启用,它将把可再生能源的装机容量从目前的31兆瓦增加到62兆瓦;LSS3和NEM计划产生的EPCC合同总价值估计约为40亿令吉] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 22 Oct 2019, 10:01 AM


[CYPARK RESOURCES BHD:预计随着LSS1下WTE电厂和太阳能发电站的启用,它将把可再生能源的装机容量从目前的31兆瓦增加到62兆瓦;LSS3和NEM计划产生的EPCC合同总价值估计约为40亿令吉]

3Q19 vs 3Q18:
集团在2019年第3季的税后盈利从去年同期的1,920万令吉增加80万令吉或3.9%至2,000万令吉。

环境工程:
本季度的税前利润从2018年第三季度的1,670万令吉微增40万令吉或2.3%至1,710万令吉。

园林绿化与基础设施:
该部门在2019年第三季度的税前利润增加了110万令吉,至150万令吉,而2018年第三季度则为40万令吉。

维护(操作和维护):
该部门在2019年第三季度产生的收入减少了30万令吉,至130万令吉,而2018年第三季度则为160万令吉。与减少额一致,本季度的税前利润也从60万令吉减少了20万令吉,而2018年第三季度为40万令吉。

绿色科技与可再生能源:
本季度绿色技术与可再生能源部门的收入从2018年第三季度的1,450万令吉减少2.2%或30万令吉,至1,420万令吉。

YTD19 vs YTD18:
这集团的税后盈利从上一个财政期间的5020万令吉增加210万令吉或4.4%至5240万令吉,这是由于在本财政年度为不能免税的项目提供了税项拨备。

环境工程:
税前盈利从前一个财政期间的4,280万令吉,微增200万令吉或4.7%至4,480万令吉。

园林绿化与基础设施:
该部门的税前利润增加了150万令吉,至820万令吉,而上一个财政期间为670万令吉。

维护(操作和维护):
该部门在本财政期间产生的收入减少了50万令吉,至450万令吉,上一财政期间为500万令吉。与营业额的减少一致,税前利润也从前一个财务期的170万令吉减少至140万令吉。

绿色科技与可再生能源:
绿色科技与可再生能源部门的收入在本财政期间轻微减少了10万令吉或0.4%至3,610万令吉,相比前一个财政期间为3,620万令吉。

3Q19 vs 2Q19:
集团在本季的收入减少14.1%或1,430万令吉,至8,720万令吉,相比前一季的1.014亿令吉。这主要是由于某些项目在本季度已接近完成。

前景:
由于世界经济动荡的一年,马来西亚在2018年录得4.7%的相对强劲的GDP增长。尽管世界银行估计到2020年马来西亚的国内生产总值将下降到约4.6%,这仍然是一个可观的增长目标,因全球和本国的绿色技术和可再生能源领域都有望在未来以更快的速度增长。彭博社在其2018年市场报告中预测,到2030年,电动汽车将从2017年的110万辆增加至至少3000万辆。IRENA在2018年预测,到2050年,可再生能源发电量将实现两位数增长,太阳能有望实现最大的增长。

马来西亚政府于2018年宣布了多项关键举措,以推动绿色和可再生能源议程。能源,科学技术,环境与气候变化部长(MESTECC)通过重申马来西亚致力于实现20%可再生能源目标的承诺,注入了强有力和清晰的路线图,以实现更加可持续和绿色的马来西亚,目前可再生能源只有2%。政府决定取消一些先前批准的基于化石燃料的新电厂,并进一步宣布高达1140兆瓦的可再生能源配额,其中包括改进的NEM电能表(“ NEM”)计划,新的大型太阳能(“ LSS”)3以及其他可再生能源(主要是水力,沼气和生物质)的配置,为马来西亚可再生能源的近期发展提供了强有力的指导。在2019年,Cypark将继续利用上述成功因素,以确保自2012年以来继续保持不间断的收入和盈利能力增长。

再生能源:
预计随着LSS1下WTE电厂和太阳能发电站的启用,它将把可再生能源的装机容量从目前的31兆瓦增加到62兆瓦。 Cypark充满信心,其在以前的LSS下在投标和确保EPCC项目方面已有的出色往绩将为其在即将到来的LSS3下成功中标提供关键优势,从而为我们这一代人和RE的销售增加了容量。

环境工程与解决方案:
Cypark借鉴了最近从其他LSS2项目所有者那里获得大型EPCC的成功经验,也希望在LSS3和NEM中复制同样的壮举。 LSS3和NEM计划产生的EPCC合同总价值估计约为40亿令吉。

建设工程:
预计该部门将显示适度增长,与马来西亚建筑业的目标2019年增长4.9%一致。

绿色科技:
预计这一特殊组成部门将继续在2019年为Cypark的利润做出积极贡献。鉴于政府最近宣布将生物柴油掺混物提高到10%的前景以及对绿色废物管理做法的推动,Cypark预计绿色技术领域将展示出在未来收入和利润率的良好增长趋势。
-----------------------------
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 RM1.88 (dividend RM0.025) in 1 year 2 months 9 days, total return is 166.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.825 in 1 month 25 days, total return is 81.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 3 months 19 days, total return is 79.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 9 months 1 day, total return is 62.6%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 5 days, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 18 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.35 (dividend RM0.018) in 9 months 27 days, total return is 41.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 14 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 11 months 3 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.22) in 1 Year 7 days, total return is 30.2%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.31 in 4 months 18 days, total return is 26%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 21 days, total return is 10.1%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.48 (dividends RM0.04) in 1 Year 21 days, total return is 6.3%

n) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.20 (dividends RM0.08) in 1 Year 3 months 13 days, total return is 5.1%

o) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.88 in 9 months 21 days, total return is 3.5%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2020年2月22日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

2020年2月23日星期日:Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
----------------------------------
[CYPARK RESOURCES BHD: It is expected with the commission of its WTE plant and solar farms under the LSS1, it will increase its RE installed capacity from the current 31 MW to around 62 MW; the expected total EPCC contract value generated by LSS3 and NEM program is estimated to be around RM4 billion]

3Q19 vs 3Q18:
The Group’s profit after tax for 3Q2019 increased by RM0.8 million or 3.9% to RM20.0 million from RM19.2 million as recorded in preceding year quarter.

Environmental Engineering:
The profit before tax in current quarter increased marginally by RM0.4 million or 2.3% to RM17.1 million from RM16.7 million in 3Q2018.

Landscaping & Infrastructure:
The profit before tax for 3Q2019 for this division increased by RM1.1 million to RM1.5 million as compared to RM 0.4 million recorded in 3Q2018.

Maintenance (Operation & Maintenance):
The revenue generated by this division for 3Q2019 decreased by RM0.3 million to RM 1.3 million as compared to RM1.6 million recorded in 3Q2018. In line with the decrease, the profit before tax in current quarter also decreased by RM 0.2 million from RM 0.6 million as compared to RM 0.4 million recorded in 3Q2018.

Green Tech & Renewable Energy:
The revenue for green tech & renewable energy division for current quarter decreased by 2.2% or RM0.3 million to RM14.2 million from RM14.5 million recorded in 3Q2018.

YTD19 vs YTD18:
The Group’s profit after tax increased by RM2.1 million or 4.4% to RM52.4 million from RM50.2 million recorded in preceding financial period due to the tax provision made for the non-tax-exempted projects during the current financial year.

Environmental Engineering:
The profit before tax slightly increased by RM2.0 million or 4.7% to RM44.8 million from RM42.8 million in the preceding financial period.

Landscaping & Infrastructure:
The profit before tax for this division increased by RM1.5 million to RM8.2 million as compared to RM6.7 million recorded in preceding financial period.

Maintenance (Operation & Maintenance):
The revenue generated by this division for current financial period decreased by RM0.5 million to RM4.5 million as compared to RM5.0 million in preceding financial period. In line with the decrease in revenue, the profit before tax also decreased to RM1.4 million from RM1.7 million recorded in preceding financial period.

Green Tech & Renewable Energy:
The revenue for green tech & renewable energy division for current financial period decreased marginally by RM0.1 million or 0.4% to RM36.1 million as compared to RM36.2 million recorded in preceding financial period.

3Q19 vs 2Q19:
The revenue of the Group for the current quarter decreased by 14.1% or RM14.3 million to RM87.2 million as compared to RM101.4 million recorded in the immediate preceding quarter. This was mainly due to certain projects which were near the completion in current quarter.

Prospects:
Malaysia has recorded a relatively strong GDP growth of 4.7% in 2018 on the back of a volatile year for the world economy. Despite the World Bank’s estimate of slower GDP of approximately for Malaysia 4.6% in 2020, still a respectable growth target, both the global and country’s green technology and renewable energy segments are viewed to grow at a faster rate in the future. Bloomberg in its 2018 market report forecasted that EV vehicles will increase from 1.1 million vehicles in 2017 to at least 30 million by 2030. IRENA in 2018 forecasted RE generation will have a double-digit growth well to 2050, with solar is expected to have the biggest growth.

In 2018, the Malaysian Government had announced several key initiatives to push the green and renewable energy agenda. The Minister of Energy, Science Technology, Environment and Climate Change (“MESTECC”) has injected strong commitments and clear roadmap to achieve a more sustainable and greener Malaysia by reaffirming Malaysia’s commitment to achieve a 20% Renewable Energy target, which currently stood at 2%. The government decision to cancel a few previously approved fossils fuel based new power plants and by further announcing up to 1,140 MW quota for RE comprising of improved NEM Energy Meter (“NEM”) scheme, new Large-Scale Solar (“LSS”) 3 and other RE (mainly hydro, biogas and biomass) allocation, has provided a strong direction on the immediate future of RE in Malaysia. In 2019, Cypark is to continue taking advantage of the above success factors to ensure it would continue its uninterrupted revenue and profitability growth experienced since 2012.

Renewable Energy:
It is expected with the commission of its WTE plant and solar farms under the LSS1, it will increase its RE installed capacity from the current 31 MW to around 62 MW. Cypark is confident that its existing exceptional track record in bidding and securing EPCC projects under the previous LSS will yield it a key advantage in securing a successful tender bid under upcoming LSS3, hence adding more capacity to our generations and sales of RE.

Environmental Engineering & Solution:
Taking cue from its recent success of securing sizeable EPCC from other LSS2 project owners, Cypark also hopes to replicate the same feat in LSS3 and the NEM. The expected total EPCC contract value generated by LSS3 and NEM program is estimated to be around RM4 billion.

Construction Engineering:
The segment is expected to show a moderate growth in line with the Malaysian construction industry targeted 2019 growth of 4.9%.

Green Technology:
This particular component is expected to continue contributing positively to the bottom line of Cypark in 2019. On the prospect of the government recent announcement about increasing biodiesel blend to 10% and the drive for greener waste management practices, Cypark expects that Green Technology segment will show a good growth trend in revenue and profitability in the future.
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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.

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 video:浅谈Datasonic group bhd (Dsonic)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 21 Oct 2019, 9:17 PM


浅谈Datasonic group bhd (Dsonic)
-----------------------------

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 RM1.88 (dividend RM0.025) in 1 year 2 months 9 days, total return is 166.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.825 in 1 month 25 days, total return is 81.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 3 months 19 days, total return is 79.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 9 months 1 day, total return is 62.6%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 5 days, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 18 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.35 (dividend RM0.018) in 9 months 27 days, total return is 41.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 14 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 11 months 3 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.22) in 1 Year 7 days, total return is 30.2%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.31 in 4 months 18 days, total return is 26%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 21 days, total return is 10.1%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.48 (dividends RM0.04) in 1 Year 21 days, total return is 6.3%

n) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.20 (dividends RM0.08) in 1 Year 3 months 13 days, total return is 5.1%

o) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.88 in 9 months 21 days, total return is 3.5%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2020年2月22日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

2020年2月23日星期日:Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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: DSONIC
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[转贴] [CSC STEEL HOLDINGS BHD:较低的营销和管理费用以及涂层钢产品的利润率略有增长] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 21 Oct 2019, 8:11 AM


[CSC STEEL HOLDINGS BHD:较低的营销和管理费用以及涂层钢产品的利润率略有增长]

2Q19 vs 2Q18:
该集团在本季录得总收入3亿4370万令吉,较去年同期微增120万令吉或0.4%。 CRC销量增加带来的额外收入被GI和PPGI产品的销售收入下降所抵消,这是由于他们所有关键产品的销量和售价下降所致。

然而,该集团在本季度录得1,610万令吉的税前利润,高于同期的1,350万令吉。利润增加主要是由于较低的营销和管理费用以及涂层钢产品的利润率略有增长。

YTD19 vs YTD18:
集团的总收入和税前利润分别为6.749亿令吉和2190万令吉,而2018年同期为6.902亿令吉和2700万令吉。

2Q19 vs 1Q19:
这集团的收入在本季度增加了3.8%或1,250万令吉,至3亿4370万令吉,这主要是由于GI和PPGI产品的销量增加所致。因此,这集团的税前盈利大幅增加,本季录得1610万令吉,上一季则为580万令吉。利润大幅增长176%,主要归因于某些钢材产品的利润率较高,以及在竞争激烈的钢铁市场中原材料价格下降导致的生产成本降低。

前景:
中国政府最近已经开始干预铁矿石价格,但是,干预能否有效稳定铁矿石价格还有待观察。这集团已采取高产量,低利润的策略以巩固市场份额,并与廉价的进口钢材有效地竞争。第二季度的销量与第一季度相比增长了3.8%。除非有任何不可预见的情况,这集团对2019年取得积极成果持谨慎乐观的态度。
-----------------------------
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 RM1.90 (dividend RM0.025) in 1 year 2 months 6 days, total return is 169.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.83 in 1 month 22 days, total return is 82.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 3 months 16 days, total return is 81.1%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.94 in 8 months 28 days, total return is 63.5%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 2 days, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 15 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.36 (dividend RM0.018) in 9 months 24 days, total return is 42.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18 (dividends RM0.083) in 1 Year 11 days, total return is 42.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 30 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.22) in 1 Year 4 days, total return is 29.6%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.29 in 4 months 15 days, total return is 24%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.27 (dividends RM0.111) in 1 Year 2 months 18 days, total return is 10.6%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.48 (dividends RM0.04) in 1 Year 18 days, total return is 6.3%

n) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.20 (dividends RM0.08) in 1 Year 3 months 10 days, total return is 5.1%

o) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.885 in 9 months 18 days, total return is 4.1%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2020年2月22日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

2020年2月23日星期日:Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
-----------------------------------
[CSC STEEL HOLDINGS BHD: lower marketing and administrative expenses as well as marginally increase in margin for coated steel products]

2Q19 vs 2Q18:
The Group registered a total revenue of RM343.7 million for the current quarter, marginally increase of RM1.2 million or 0.4% compared to its corresponding period. The additional revenue generated from higher CRC’s sales volume was offset by the decrease in sales revenue of GI and PPGI products as a result of lower sales volume and selling prices in all their key products.

However, the Group recorded a higher profit before tax of RM16.1 million for the current quarter compared with RM13.5 million in the corresponding quarter. The increase in profit was mainly due to the lower marketing and administrative expenses as well as marginally increase in margin for coated steel products.

YTD19 vs YTD18:
The Group recorded a total revenue and profit before tax of RM674.9 million and RM21.9 million respectively, compared with RM690.2 million and RM27 million achieved for the same period in 2018.

2Q19 vs 1Q19:
The Group’s revenue had increased by 3.8% or RM12.5 million to RM343.7 million in the current quarter mainly driven by the increase in sales volume of GI and PPGI products. As a result, the Group’s profit before tax increased substantially, registering RM16.1 million in the current quarter compared with RM5.8 million in the preceding quarter. The significant improvement in profit of 176% mainly attributed to higher margin for certain steel products and the lower production cost as a result of lower raw material prices amid an intensely competitive steel market.

Prospects:
The Chinese government has recently begun to intervene the iron ore prices, however, it remains to be seen whether the said intervention will effectively stabilise the iron ore prices. The Group has adopted the strategy of high volume with low margin to solidify the market share and to effectively compete with the cheap imported steel products. The sales volume for the 2nd quarter increased by 3.8% as compared to the 1st quarter. Barring any unforeseen circumstances, the Group is cautiously optimistic to achieve positive results in 2019.
--------------------------------------------------------------------------
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.

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

  Be the first to like this.
 

[转贴] [Facebook live video:浅谈YTL Power international bhd (YTLPowr)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 19 Oct 2019, 9:16 PM


浅谈YTL Power international bhd (YTLPowr)
-----------------------------

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 RM1.90 (dividend RM0.025) in 1 year 2 months 6 days, total return is 169.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.83 in 1 month 22 days, total return is 82.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 3 months 16 days, total return is 81.1%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.94 in 8 months 28 days, total return is 63.5%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 2 days, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 15 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.36 (dividend RM0.018) in 9 months 24 days, total return is 42.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18 (dividends RM0.083) in 1 Year 11 days, total return is 42.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 30 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.22) in 1 Year 4 days, total return is 29.6%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.29 in 4 months 15 days, total return is 24%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.27 (dividends RM0.111) in 1 Year 2 months 18 days, total return is 10.6%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.48 (dividends RM0.04) in 1 Year 18 days, total return is 6.3%

n) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.20 (dividends RM0.08) in 1 Year 3 months 10 days, total return is 5.1%

o) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.885 in 9 months 18 days, total return is 4.1%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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: YTLPOWR
  Be the first to like this.
 

[转贴] [COMFORT GLOVES BHD:销量增加] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 19 Oct 2019, 9:14 AM


[COMFORT GLOVES BHD:销量增加]

与2QYE19相比,2QYE20的季度销售收入从1.098亿令吉增长7%至1.176亿令吉。这主要是由于销量增加。由于物流费用增加,2QYE19的利润较低,因此,2QYE20的税后利润增长了74%。

QoQ:
税后利润下降了15%。为应付原材料成本及外币的波动,这集团将继续致力降低成本,致力合理化其营运。

前景:
他们对天然和合成优质特种手套的重视将继续为他们提供增长和改善的机会。这集团将继续强调研发作为扩大市场产品及增加销售的主要方法。

橡胶手套制造行业的前景仍然强劲,因为转向丁腈手套的发展趋势导致需求增加。随着对丁腈手套的总体需求增加,市场看到差异化的增加,导致对特种手套的需求增加。通过致力于流程合理化和提高运营灵活性,这集团有信心赢得更大的市场份额并提高利润率。他们相信满足客户的期望和不断创新将巩固集团作为定制特种手套制造商的地位。
-----------------------------
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 RM1.90 (dividend RM0.025) in 1 year 2 months 6 days, total return is 169.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.83 in 1 month 22 days, total return is 82.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 3 months 16 days, total return is 81.1%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.94 in 8 months 28 days, total return is 63.5%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 2 days, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 15 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.36 (dividend RM0.018) in 9 months 24 days, total return is 42.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18 (dividends RM0.083) in 1 Year 11 days, total return is 42.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 30 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.22) in 1 Year 4 days, total return is 29.6%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.29 in 4 months 15 days, total return is 24%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.27 (dividends RM0.111) in 1 Year 2 months 18 days, total return is 10.6%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.48 (dividends RM0.04) in 1 Year 18 days, total return is 6.3%

n) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.20 (dividends RM0.08) in 1 Year 3 months 10 days, total return is 5.1%

o) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.885 in 9 months 18 days, total return is 4.1%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
---------------------------------
[COMFORT GLOVES BHD: increase in sales]

As compared to quarter 2QYE19, the quarterly sales revenue was higher by 7% from RM109.8million to RM117.6 million in quarter 2QYE20. This was mainly due to increase in sales. Profit in 2QYE19 was lower due to higher logistic expenses incurred, and hence, profit after tax in 2QYE20 was higher by 74%.

QoQ:
The profit after tax dropped by 15%. To manage the volatility in the raw materials costs and foreign currency, the Group remains committed to rationalising its operation through continuous efforts to reduce cost.

Prospects:
Their emphasis on natural and synthetic premium speciality gloves will continue to provide them opportunities for growth and improvement. The Group will continue to emphasise research and development as the key method to expand the market offerings and grow their sales.

Prospects for the rubber glove manufacturing sector remain strong with increasing demand arising from switching trends towards nitrile glove. As overall demand for nitrile gloves increases, the market is seeing increase segmentation and differentiation leading to an increase demand for specialty gloves. Through dedication to process rationalisation and improving operational agility, the Group is confident in capturing greater market share and strengthening margins. They believe that meeting customer expectations and continuous innovation will strengthen the Group position as the bespoke specialty glove manufacturer.
--------------------------------------------------------------------------
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.

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: COMFORT
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Digi .com bhd (Digi)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 18 Oct 2019, 9:20 PM


浅谈Digi .com bhd (Digi)
-----------------------------

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 RM1.90 (dividend RM0.025) in 1 year 2 months 6 days, total return is 169.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.83 in 1 month 22 days, total return is 82.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 3 months 16 days, total return is 81.1%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.94 in 8 months 28 days, total return is 63.5%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 2 days, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 15 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.36 (dividend RM0.018) in 9 months 24 days, total return is 42.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18 (dividends RM0.083) in 1 Year 11 days, total return is 42.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 30 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.22) in 1 Year 4 days, total return is 29.6%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.29 in 4 months 15 days, total return is 24%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.27 (dividends RM0.111) in 1 Year 2 months 18 days, total return is 10.6%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.48 (dividends RM0.04) in 1 Year 18 days, total return is 6.3%

n) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.20 (dividends RM0.08) in 1 Year 3 months 10 days, total return is 5.1%

o) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.885 in 9 months 18 days, total return is 4.1%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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: DIGI
  Be the first to like this.
 

[转贴] [PERAK TRANSIT BHD:由于这集团在霹雳州其他地方的扩张计划,Terminal Kampar Putra(一期)已于2019年第二季度末开始运营,预计综合公共交通枢纽运营部门的前景将良好] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 18 Oct 2019, 8:37 AM


[PERAK TRANSIT BHD:由于这集团在霹雳州其他地方的扩张计划,Terminal Kampar Putra(一期)已于2019年第二季度末开始运营,预计综合公共交通枢纽运营部门的前景将良好]

集团在本季度录得收入3085万令吉及税前利润1085万令吉,而FPE 2018年6月30日相应的3个月分别为3125万令吉和1020万令吉。收入下降的主要原因是加油站业务的贡献较低,税前利润较高的主要原因是综合公共交通枢纽站业务的贡献较高。截至2019年6月30日,这集团的收入为5,933万令吉,税前利润为1,966万令吉,相比之下,2018年6月30日的6个月为5,736万令吉和1,592万令吉。当前的FPE 2019年6月30日的收入和税前利润较高是因为公共交通枢纽综合业务的贡献更大。

综合公共交通终端运营部门报告本季度收入为1414万令吉,而对应的6个月FPE 2018年6月30日则为1319万令吉。本季度收入较高,主要是由于项目促进费为800万令吉,而相应的3个月FPE 2018年6月30日上一季度为700万令吉。当前FPE 2019年6月30日记录的收入为2622万令吉,相比之下,相应的6个月FPE 2018年6月30日为2204万令吉。该增加主要是由于FPE 2019年6月30日记录的A&P场地租金增加和更高的项目便利费为1,395万令吉,而2018年6月30日的6个月相应为1,020万令吉。

QoQ:
集团在本季的收入为3,085万令吉,税前盈利为1,085万令吉,比上季的2,847万令吉和税前利润为881万令吉来得高。收入和税前利润的增长主要是由于本季度录得的项目简化手续费为800万令吉,而上一季度为595万令吉。

前景:
由于这集团在霹雳州其他地方的扩张计划,Terminal Kampar Putra(一期)已于2019年第二季度末开始运营,预计综合公共交通枢纽运营部门的前景将良好。

产品或服务组合无重大变化,无新规定或规则,业务方向无新的发展和变化,不会对这集团的经营活动或部门的前景产生影响。除非有任何不可预见的情况,董事会认为,这集团截至2019年12月31日止财政年度的财务表现前景仍然有利。
-----------------------------
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 RM1.80 (dividend RM0.025) in 1 year 2 months 5 days, total return is 155.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.85 in 1 month 21 days, total return is 86.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 3 months 15 days, total return is 79.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.965 in 8 months 27 days, total return is 67.8%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 1 day, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.37 (dividend RM0.01) in 4 months 14 days, total return is 42.5%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.14 (dividends RM0.083) in 1 Year 10 days, total return is 39.8%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 23 days, total return is 38.7%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.07) in 10 months 29 days, total return is 35.4%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.25 (dividend RM0.22) in 1 Year 3 days, total return is 30.7%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.31 in 4 months 14 days, total return is 26%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.30 (dividends RM0.111) in 1 Year 2 months 17 days, total return is 11.4%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
-----------------------------
[PERAK TRANSIT BHD: outlook of integrated public transportation terminal operations segment is expected to be favourable driven by the Group's plans for expansion in other part of Perak, whereby Terminal Kampar Putra (Phase 1) has commenced its terminal operation at the end of second quarter of 2019]

The Group recorded revenue of RM30.85 million and profit before taxation of RM10.85 million for the current quarter under review as compared to RM31.25 million and RM10.20 million, respectively in the corresponding 3-months FPE 30 June 2018. The revenue was lower mainly due to lower contribution from the petrol station operations and the profit before taxation was higher mainly due to higher contribution from the integrated public transportation terminal operations. The Group recorded revenue of RM59.33 million and profit before taxation of RM19.66 million for the current FPE 30 June 2019 as compared to RM57.36 million and RM15.92 million in the corresponding 6-months FPE 30 June 2018. The revenue and profit before taxation in the current FPE 30 June 2019 were higher mainly due to higher contribution from the integrated public transportation terminal operations.

The integrated public transportation terminal operations segment reported revenue of RM14.14 million in the current quarter as compared to revenue of RM13.19 million in the corresponding 6-months FPE 30 June 2018. Revenue in the current quarter was higher mainly due to the higher project facilitation fee recorded in the current quarter of RM8.00 million as compared to RM7.00 million in the corresponding 3-months FPE 30 June 2018. The revenue recorded for the current FPE 30 June 2019 of RM26.22 million as compared to RM22.04 million in the corresponding 6-months FPE 30 June 2018. The increase was mainly due to the increase in rental of A&P spaces and higher project facilitation fee recorded in the current FPE 30 June 2019 of RM13.95 million as compared to RM10.20 million in the corresponding 6-months FPE 30 June 2018.

QoQ:
The Group's revenue of RM30.85 million and profit before taxation of RM10.85 million for the current quarter were higher as compared to the preceding quarter revenue of RM28.47 million and profit before taxation of RM8.81 million. The increase in revenue and profit before taxation was mainly attributable to the higher project facilitation fee recorded in the current quarter of RM8.00 million as compared to RM5.95 million in the preceding quarter.

Prospects:
The outlook of integrated public transportation terminal operations segment is expected to be favourable driven by the Group's plans for expansion in other part of Perak, whereby Terminal Kampar Putra (Phase 1) has commenced its terminal operation at the end of second quarter of 2019.

There are no significant changes in product or service mix, no new regulations or rules, no changes in business direction or new development which may have an impact to the Group's operating activities or the prospects of the Group's operating segments. Barring any unforeseen circumstances, the Board is of the opinion that the prospects of the Group's financial performance for financial year ending 31 December 2019 will remain favourable.
--------------------------------------------------------------------------
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.

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: PTRANS
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Time Dotcom bhd (TimeCom)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 17 Oct 2019, 7:09 PM


浅谈Time Dotcom bhd (TimeCom)
-----------------------------

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 RM1.80 (dividend RM0.025) in 1 year 2 months 5 days, total return is 155.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.85 in 1 month 21 days, total return is 86.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 3 months 15 days, total return is 79.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.965 in 8 months 27 days, total return is 67.8%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 1 day, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.37 (dividend RM0.01) in 4 months 14 days, total return is 42.5%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.14 (dividends RM0.083) in 1 Year 10 days, total return is 39.8%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 23 days, total return is 38.7%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.07) in 10 months 29 days, total return is 35.4%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.25 (dividend RM0.22) in 1 Year 3 days, total return is 30.7%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.31 in 4 months 14 days, total return is 26%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.30 (dividends RM0.111) in 1 Year 2 months 17 days, total return is 11.4%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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: TIMECOM
  Be the first to like this.
 

[转贴] [D&O GREEN TECHNOLOGIES BHD:全球汽车销售放缓,特别是在中国,2019年上半年乘用车和商用轻型汽车的销售同比收缩14%] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 17 Oct 2019, 10:01 AM


[D&O GREEN TECHNOLOGIES BHD:全球汽车销售放缓,特别是在中国,2019年上半年乘用车和商用轻型汽车的销售同比收缩14%]

2Q19 vs 2Q18:
尽管全球汽车销售放缓,特别是在中国,2019年上半年乘用车和商用轻型汽车的销售同比收缩14%,但本季度汽车收入增长5.8%,至1.131亿令吉。然而,由于全球市场疲软,非汽车和OEM销售额下跌69.7%,至190万令吉,导致集团整体收入增长1.6%,至1.15亿令吉。

由于产能利用率下降,毛利率从27.5%小幅下降至27.2%。 ESOS支出增加,加上本季度缺乏政府拨款(2018年第二季度:220万令吉)和诉讼和解收益(2018年第二季度:320万令吉),导致税前利润下降30.9%至820万令吉(2018年第2季度:1,180万令吉)。净利下跌26.4%至670万令吉。

YTD19 vs YTD18:
尽管全球汽车业疲软,但汽车收入在2019年前六个月增长了4.3%,达到2.228亿令吉,这意味着Dominant的市场地位与去年同期相比有所改善。然而,集团的营业额仅微增0.8%至2.281亿令吉,非汽车及OEM营业额下跌58.1%。非汽车和OEM销售受到汽车和消费电子行业市场疲软的不利影响。

由于产能利用率降低,毛利率从27.4%降至27.1%,毛利润持平于6200万令吉。由于行政费用增加,扣除其他收入/支出和财务成本前的营业利润下跌5.0%至2310万令吉,部分被较低的研发开支所抵消。税前利润以24.3%的较快速度下降,至1640万令吉,这是由于ESOS支出增加以及缺乏政府拨款(2018年上半年:220万令吉)以及诉讼和解收益(2018年上半年:320万令吉),部分被60万令吉的外汇收益(2018年上半年:外汇亏损120万令吉)所抵消。净利下跌19.6%至1,350万令吉。

2Q19 vs 1Q19:
与上一季度相比,汽车收入增长3.1%,至1.131亿令吉,而非汽车和OEM销售额则下降43.2%,至190万令吉。然而,由于外汇收益减少和存货减值增加,税前盈利下跌1.3%至820万令吉。净利下跌1.1%至670万令吉。

前景:
经过十多年的持续增长,全球乘用车和商用轻型车销量在2018年首次出现0.5%的下降。在2019年上半年,所有主要市场的下降速度都加快了,这主要是由于消费者信心减弱和全球经济放缓所致。值得注意的是,2019年前六个月,中国(最大汽车市场)的乘用车和商用轻型汽车销售萎缩了14%,而欧盟和美国的同期则下降了2-3%。最近的经济指标表明,全球汽车行业的快速复苏仍然遥遥无期,这意味着该行业下半年还是挑战性的环境。

在一年的剩余月份中利润可见度很差。由于地缘政治紧张局势的加剧,进一步的下行风险已经增加,这可能会破坏世界经济。在不确定的市场前景中,管理层将继续谨慎行事并巩固其行业地位。尽管短期市场疲软和不确定性,但这集团仍专注于为未来开发创新产品,并扩展其产品范围以便有更广泛的应用。
-----------------------------
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 RM1.80 (dividend RM0.025) in 1 year 2 months 4 days, total return is 155.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.855 in 1 month 20 days, total return is 87.9%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.38 (dividend RM0.04) in 1 year 3 months 14 days, total return is 78.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.33 in 9 months 30 days, total return is 66.3%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 8 months 26 days, total return is 62.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 9 days, total return is 41.1%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 22 days, total return is 38.7%

h) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.29 (dividend RM0.01) in 4 months 13 days, total return is 37.7%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 28 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 2 days, total return is 28%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.33 in 4 months 13 days, total return is 27.9%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.35 (dividends RM0.111) in 1 Year 2 months 16 days, total return is 12.7%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
--------------------------------------------
[D&O GREEN TECHNOLOGIES BHD: slowing global car sales, notably in China where passenger car and commercial light vehicle sales contracted 14% year-on-year in the first half of 2019]

2Q19 vs 2Q18:
Despite slowing global car sales, notably in China where passenger car and commercial light vehicle sales contracted 14% year-on-year in the first half of 2019, automotive revenue rose 5.8% to RM113.1 million in the current quarter. Non-automotive and OEM sales however fell 69.7% to RM1.9 million due to global market weakness, resulting in overall Group revenue posting a 1.6% increase to RM115.0 million.

Gross profit margin declined marginally from 27.5% to 27.2% on lower capacity utilisation. Higher ESOS expense, coupled with the absence of government grant (2Q 2018: RM2.2 million) and litigation settlement gain (2Q 2018: RM3.2 million) in the current quarter resulted in pre-tax profit coming in 30.9% lower at RM8.2 million (2Q 2018: RM11.8 million). Net profit was 26.4% lower at RM6.7 million.

YTD19 vs YTD18:
Despite a softening global automotive industry, automotive revenue grew 4.3% to RM222.8 million in the first six months of 2019, implying Dominant’s market position has improved compared to a year ago. Group revenue however grew only marginally by 0.8% to RM228.1 million, weighed down by a 58.1% decline in non-automotive and OEM sales. Non-automotive and OEM sales were adversely affected by market weakness in the automotive and consumer electronic industries.

Gross profit was flat at RM62 million as gross profit margin came in slightly lower from 27.4% to 27.1% on lower capacity utilisation. Operating profit before other income/expense and finance costs fell 5.0% to RM23.1 million on higher administrative expenses, partially offset by lower R&D spending. Pre-tax profit decreased at a faster pace of 24.3% to RM16.4 million due to higher ESOS expense and the absence of government grant (1H 2018: RM2.2 million) and gain from litigation settlement (1H 2018: RM3.2 million), partially offset by RM0.6 million forex gain (1H 2018: forex loss RM1.2 million). Net profit declined 19.6% to RM13.5 million.

2Q19 vs 1Q19:
When compared to the preceding quarter, automotive revenue increased 3.1% to RM113.1 million, while non-automotive and OEM sales weakened 43.2% sequentially to 1.9 million. Pre-tax profit however declined 1.3% to RM8.2 million as a result of lower forex gain and higher inventory impairment. Net profit declined 1.1% to RM6.7 million.

Prospects:
Global passenger car and commercial light vehicle sales registered its first decline of 0.5% in 2018 after more than a decade of continuous growth. The pace of decline accelerated in the first half of 2019 across all major markets due mainly to weakened consumer sentiment and a slowing global economy. Notably, passenger and commercial light vehicle sales in the largest automotive market in China contracted 14% in the first six months of 2019, while those in the EU and the US fell 2-3% during the same period. Recent economic indicators suggest a quick recovery in the global automotive industry remains remote, implying a challenging environment for the remaining part of the year for industry players.

Visibility in the remaining months of the year is poor. Further downside risk has increased due to rising geopolitical tension which could potentially derail the world economy. Amidst an uncertain market outlook, management will continue to exercise prudence and strengthen its industry position. Despite the short term market weakness and uncertainty, the Group remains focused on developing innovative products for the future and expanding its product offering to capture a wider range of applications.
--------------------------------------------------------------------------
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.

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: D&O
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[转贴] [Facebook live video:浅谈D&O Green technologies bhd (D&O)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 16 Oct 2019, 9:19 PM


浅谈D&O Green technologies bhd (D&O)
-----------------------------

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 RM1.80 (dividend RM0.025) in 1 year 2 months 4 days, total return is 155.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.855 in 1 month 20 days, total return is 87.9%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.38 (dividend RM0.04) in 1 year 3 months 14 days, total return is 78.6%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.33 in 9 months 30 days, total return is 66.3%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 8 months 26 days, total return is 62.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 9 days, total return is 41.1%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 22 days, total return is 38.7%

h) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.29 (dividend RM0.01) in 4 months 13 days, total return is 37.7%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 28 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 2 days, total return is 28%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.33 in 4 months 13 days, total return is 27.9%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.35 (dividends RM0.111) in 1 Year 2 months 16 days, total return is 12.7%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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] [CAHYA MATA SARAWAK BHD:拥有25%股份的联营公司OM Materials(Sarawak)Sdn Bhd的利润贡献降低;水泥,建筑和道路维护部门的利润也有所下降] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 16 Oct 2019, 10:48 AM


[CAHYA MATA SARAWAK BHD:拥有25%股份的联营公司OM Materials(Sarawak)Sdn Bhd的利润贡献降低;水泥,建筑和道路维护部门的利润也有所下降]

YTD19 vs YTD18:
尽管收入增长了9%,但集团的税前利润(PBT),税后和非控制性权益后利润(PATNCI)分别比上年同期下降了27%和37%。业绩下降的主要原因是砂查业马特拥有25%股份的联营公司OM Materials(Sarawak)Sdn Bhd的利润贡献降低。水泥,建筑和道路维护部门的利润也有所下降,但被建筑材料和贸易和房地产开发部更强的PBT所抵消。结果,每股收益和净资产收益率相应下降。

水泥部门-尽管收入增加了8%,但PE2019的PBT却比PE2018的PBT 3919万令吉降低了19%(3,167万令吉)。 PBT较低是由于进口熟料成本(原材料)和煤炭成本(燃料)较高。

建筑材料及贸易部 - PE2019的PBT达到3,996万令吉,比PE2018的2,341万令吉高71%。

建筑与道路维护部门 - PE2019年的PBT较低,为3400万令吉,比PE2018年的4476万令吉(不包括合资企业的业绩)的利润低24%,尽管收入降低了9%。这主要是由于毛利润率降低了4%,因为在PE2018中,2014-2017年期间收到的指示性工程的欠款为351万令吉。

物业发展部门-在PE2019年的PBT达到了2,095万令吉,而PE2018年的PBT是1,130万令吉,增长了85%。

战略投资部 - PE2019亏损为388万令吉,而PE2018则为亏损97.9万令吉。

其他 - PE2019年的PBT为15,000令吉,而在PE2018年则亏损39万令吉,原因是未实现的外汇收益增加。

未分配的公司支出-CMSB在PE2019中的支出比PE2018高2%。

应占合资企业的业绩 - 砂查业马特录得应占亏损130万令吉,而PE2018则应占获利253万令吉。亏损的主要原因是COPE-KPF Opportunities 1 Sdn Bhd的未实现投资亏损。

2Q19 vs 2Q18:
集团在2Q19的PBT大大低于2Q18。这主要归因于联营公司​​和合资公司的业绩所占份额较低以及GP利润率较低。由于更高的熟料成本和更高的维修成本,水泥部门的2Q19的GP利润率低于2Q18。这导致较低的PBT。

2Q19 vs 1Q19:
尽管收入下降,本季度砂查业马特的PBT仍比上一季度高5%。水泥部门的收入减少归因于节日假期,这两个节日均在今年6月初。建筑材料和贸易部的2Q19的PBT略低于1Q19,因为其中包括了对1Q19的水土流失补救工作的拨备回转。尽管由于GP利润率提高而导致收入下降,但建设和道路维护部的2Q19的PBT高于1Q19。与1Q19相比,房地产开发部的PBT在2Q19要低得多。

前景:
尽管砂查业马特面临的经营环境将继续充满挑战,但董事会对本年度的经营前景将会令人满意感到谨慎乐观。水泥部门2019年上半年的PBT低于上年同期,这主要是由于进口熟料成本上升。鉴于与去年相比更高的成本,该部门的PBT预计仍将低于2018年。

预混料行业遭受了更高的生产成本和较低的利润,预计在Pan Borneo Highway项目将面临更多新的工程承包商。萨马拉朱工业园区(SIP)的房地产开发部门的城市开发项目由于是个新建的开发区,因购买率缓慢而仍然低迷。缺乏公共基础设施和便利设施,如学校,医院,娱乐中心等,仍然是房地产开发的主要挑战。酒店部门在吸引长期的客人方面仍然是一个挑战。
-----------------------------
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 RM1.76 (dividend RM0.025) in 1 year 1 month 30 days, total return is 149.7%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.90 in 1 month 19 days, total return is 97.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.41 (dividend RM0.04) in 1 year 3 months 13 days, total return is 82.4%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.975 in 8 months 25 days, total return is 69.6%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 9 months 29 days, total return is 68.8%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.40 (dividend RM0.01) in 4 months 12 days, total return is 44.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.13 (dividends RM0.083) in 1 Year 8 days, total return is 39.2%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 9 months 21 days, total return is 37.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.07) in 10 months 27 days, total return is 35.4%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.33 in 4 months 12 days, total return is 27.9%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.15 (dividend RM0.22) in 1 Year 1 day, total return is 25.4%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.35 (dividends RM0.111) in 1 Year 2 months 15 days, total return is 12.7%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
-------------------------------------
[CAHYA MATA SARAWAK BHD: lower profit contribution by the Group’s 25% owned associate, OM Materials (Sarawak) Sdn Bhd; the Cement and Construction & Road Maintenance Divisions also reported lower profits]

YTD19 vs YTD18:
The Group’s profit before tax (PBT) and profit after tax and non-controlling interest (PATNCI) decreased by 27% and 37% respectively in comparison to the preceding year’s corresponding period, despite a 9% higher revenue. The lower results were mainly due to lower profit contribution by the Group’s 25% owned associate, OM Materials (Sarawak) Sdn Bhd. The Cement and Construction & Road Maintenance Divisions also reported lower profits but the lower profits had been negated by the Construction Materials & Trading and Property Development Divisions’ stronger PBT. As a result, EPS and ROE declined accordingly.

Cement Division - reported a 19% lower PBT of RM31.67 million in PE2019 over PE2018’s PBT of RM39.19 million, despite 8% higher revenue. The lower PBT was due to higher imported clinker cost (raw material) and coal cost (fuel).

Construction Materials & Trading Division - reported a strong PBT of RM39.96 million for PE2019, which was 71% higher than the PBT of RM23.41 million for PE2018.

Construction & Road Maintenance Division - reported a lower PBT of RM34.00 million in PE2019, which was 24% lower than PE2018’s profit of RM44.76 million (excluding share of results of joint ventures), notwithstanding 9% lower revenue. This was mainly due to 4% lower GP margin as there were arrears received for instructed works for periods 2014 - 2017 amounting to RM3.51 million in PE2018.

Property Development Division - reported an excellent PBT of RM20.95 million in PE2019 in comparison to a PBT of RM11.30 million in PE2018, representing an increase of 85%.

Strategic Investments Division - reported a higher loss of RM3.88 million in PE2019 as compared to a loss of RM979 thousand in PE2018.

Others - reported a marginal PBT of RM15 thousand in PE2019 as compared to a loss of RM390 thousand in PE2018 due to higher unrealised forex gain.

Unallocated corporate expenses - CMSB incurred 2% higher expenses in PE2019 compared to PE2018.

Share of results of joint-ventures - The Group recorded share of loss of RM1.30 million compared to a share of profit RM2.53 million in PE2018. The loss was mainly due to COPE-KPF Opportunities 1 Sdn Bhd’s unrealised loss on investments.

2Q19 vs 2Q18:
The Group’s PBT for 2Q19 was substantially lower than 2Q18. This was mainly attributable to the lower share of results of associates and joint ventures and lower GP margin. The Cement Division’s GP margin for 2Q19 was lower than 2Q18 due to higher clinker cost and higher repair cost. This had led to lower PBT.

2Q19 vs 1Q19:
The Group’s PBT for the current quarter was 5% higher than the immediate preceding quarter despite lower revenue. The Cement Division’s lower revenue was due to festive seasons, both of which fell in early June this year. The Construction Materials & Trading Division’s PBT for 2Q19 was slightly lower than 1Q19 because of the inclusion of a reversal of provision for soil erosion remedial works in 1Q19. The Construction & Road Maintenance Division’s PBT for 2Q19 was higher than 1Q19 despite lower revenue due to higher GP margin. The Property Development Division’s PBT was much lower in 2Q19 as compared to 1Q19.

Prospects:
Whilst the operating environment faced by the Group will remain increasingly challenging, the Board is cautiously optimistic that the prospects for the year for our operations to remain satisfactory. The Cement Division’s PBT for the first half year of 2019 was lower against previous year’s corresponding period, mainly due to higher imported clinker cost. The Division’s PBT is expected to remain lower than year 2018 in view of higher costs compared to last year.

The premix sector which had suffered higher production cost and depressed margin, is expected to face more new players on top of those already set up by the Pan Borneo Highway project works contractors. The Property Development Division’s township development project at Samalaju Industrial Park (SIP) remains sluggish due to slow take up rates in this greenfield development area. The lack of public infrastructures and amenities such as schools, hospital, recreational centre etc remains the major challenges in promoting the properties. It is still challenging for Hotel Division to attract long term guests.
--------------------------------------------------------------------------
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.

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: CMSB
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Tue, 15 Oct 2019, 9:18 PM


浅谈KNM Group bhd (KNM)
-----------------------------

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 RM1.76 (dividend RM0.025) in 1 year 1 month 30 days, total return is 149.7%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.90 in 1 month 19 days, total return is 97.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.41 (dividend RM0.04) in 1 year 3 months 13 days, total return is 82.4%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.975 in 8 months 25 days, total return is 69.6%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 9 months 29 days, total return is 68.8%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.40 (dividend RM0.01) in 4 months 12 days, total return is 44.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.13 (dividends RM0.083) in 1 Year 8 days, total return is 39.2%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 9 months 21 days, total return is 37.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.07) in 10 months 27 days, total return is 35.4%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.33 in 4 months 12 days, total return is 27.9%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.15 (dividend RM0.22) in 1 Year 1 day, total return is 25.4%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.35 (dividends RM0.111) in 1 Year 2 months 15 days, total return is 12.7%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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] [CHIN WELL HOLDINGS BHD:已从其他替代国家采购原材料,例如中东和越南是免税产品,并且不影响其产品质量] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 15 Oct 2019, 10:25 AM


[CHIN WELL HOLDINGS BHD:已从其他替代国家采购原材料,例如中东和越南是免税产品,并且不影响其产品质量]

YoY:
紧固件和线材产品部对集团收入的15.1%增长均产生了积极的贡献。紧固件部门产生的较高的税前利润部分被线材部门记录的较低的税前利润抵消。这导致该集团在本报告期的税前利润增加了209万令吉。

截至2019年6月30日,在本财政期间宣派股息达2千526万令吉后,这公司拥有人应占权益为5亿7737万令吉,而截至2018年6月30日为5亿4323万令吉。集团仍然拥有3,505万令吉的净现金。截至本期,这集团的银行存款增至1.2422亿令吉,而2018年6月30日则为1.1692亿令吉。

紧固件产品:
紧固件产品部在本报告季度录得较高的收入1.2688亿令吉,较去年同期增长10.70%。较高的收入主要来自贸易销售。

该部门在本财政期间迄今录得总收入5亿1千5百50万令吉,较上一个财政年度增加14.7%。较高的收入主要来自钢筋的贸易销售。该部门的税前利润从前一个财政年度的6,339万令吉增加3.90%至6,589万令吉。

线材产品:
线材产品部在本季度的营业额比去年同期的3544万令吉增长11.0%。

在本报告期内,收入增长了16.4%,并未带来税前利润的增长。

QoQ:
紧固件产品:
该部门的税前利润在本季度下降6.13%至1393万令吉。

线材产品:
线材产品部在本报告季度录得3,934万令吉收入,而上一季度为4,235万令吉。

前景:
为缓解马来西亚政府在截至2017年6月30日的财政年度末对从中国进口的线材征收的税带来的压力,这集团已从其他替代国家采购原材料,例如中东和越南是免税产品,并且不影响其产品质量。

贸易战为集团将来在美国从中国进口的商品减少的情况下提供了机会,以加强其在该地区的地位。这集团预期其DIY部门将通过增加其在欧洲和美国市场的分销网络,继续为这集团的业绩做出积极贡献。对于线材部门,随着本季度已开始生产的焊接围栏,石笼网和家禽网等新产品线的生产扩大,预计长期来看,其高附加值将提高该部门的业绩。

除现有核心业务外,这集团将不时探索其他可能有利于这集团发展的新业务。除非有任何不可预见的情况,这集团预计下一个财政年度的业绩将令人满意。
-----------------------------
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 RM1.72 (dividend RM0.025) in 1 year 1 month 29 days, total return is 144.1%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.90 in 1 month 18 days, total return is 97.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.44 (dividend RM0.04) in 1 year 3 months 12 days, total return is 86.2%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.99 in 8 months 24 days, total return is 72.2%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.28 in 9 months 28 days, total return is 60%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.47 (dividend RM0.01) in 4 months 11 days, total return is 48.5%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.13 (dividends RM0.083) in 1 Year 7 days, total return is 39.2%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 9 months 20 days, total return is 37.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 26 days, total return is 34.6%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.34 in 4 months 11 days, total return is 28.8%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 11 months 30 days, total return is 28%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 14 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.88 in 9 months 13 days, total return is 3.5%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
-------------------------------------
[CHIN WELL HOLDINGS BHD: the Group had sourced its raw material from other alternative countries such as the Middle East and Vietnam which are duty exempted and without compromising the quality of their products]

YoY:
Both the Fasteners and Wire Products Division had contributed positively to the 15.1% increase in the Group revenue. The higher profit before tax generated by the Fasteners division was partially set off by the lower profit before tax recorded in the Wire division. This resulted in an increase of the profit before tax of the group by RM2.09 million for the current reporting period.

The equity attributable to the owners of the Company stands at RM577.37 million as at 30.06.2019 as compared to RM543.23 million as at 30.6.2018 after the declaration of dividends amounting to RM25.26 million in the current financial period. The Group is still in a net cash position of RM35.05 million. The Group's bank balance increased to RM124.22 million as of the end of the current reporting period as compared to RM116.92 million as at 30.06.2018.

Fasteners Products:
The Fasteners Products Division recorded higher revenue of RM126.88 million in the current reporting quarter which represents an increase of 10.70% as compared to the preceding year corresponding quarter. The higher revenue was mainly contributed by trading sales.

The division recorded a total revenue of RM515.50 million in the current financial period to date which represents an increase of 14.7% as compared to the preceding financial year. The higher revenue was mainly contributed by the trading sale of steel bars. The profit before tax of the division increased by 3.90% to RM65.89 million as compared to RM63.39 million in the immediate preceding financial year.

Wire Products:
The Wire Products Division achieved an increase of 11.0% in its current quarter revenue as compared to RM35.44 million in the preceding year corresponding quarter.

The increase of revenue by 16.4% in the current reporting period did not result in a better profit before tax.

QoQ:
Fasteners Products:
The profit before tax of the division decreaased by 6.13% to RM13.93 mil in the current quarter.

Wire Products:
The Wire Products Division recorded a revenue of RM39.34 million in the current reporting quarter as compared to the RM42.35 million in the immediate preceding quarter.

Prospects:
In order to cushion the stress from the safe guard duty which was imposed by the Malaysian government towards the end of the financial year ended 30 June 2017 on the wire rod imported from China, the Group had sourced its raw material from other alternative countries such as the Middle East and Vietnam which are duty exempted and without compromising the quality of their products.

The trade war has offered opportunity for the Group to strengthen its position in the region in the event that imported goods from China to the US market reduce in future. The Group expects its DIY segment will continue to contribute positively to the Group's performance through the increase of its distribution network in the European and US markets. While for the Wire division, with the expansion in the production of new product lines such as welded fencing, gabion and poultry mesh, which had commenced production in the current quarter is expected to enhance the division's result in the long term with its high value added margin.

In addition to the existing core business, from time to time, the Group will explore into other new business ventures which will potentially benefit the growth of the Group. Barring any unforeseen circumstances, the Group anticipates satisfactory performance in the next financial year.
--------------------------------------------------------------------------
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.

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: CHINWEL
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈AME Elite consortium berhad (AME)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 14 Oct 2019, 9:16 PM


浅谈AME Elite consortium berhad (AME)
-----------------------------

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 RM1.72 (dividend RM0.025) in 1 year 1 month 29 days, total return is 144.1%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.90 in 1 month 18 days, total return is 97.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.44 (dividend RM0.04) in 1 year 3 months 12 days, total return is 86.2%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.99 in 8 months 24 days, total return is 72.2%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.28 in 9 months 28 days, total return is 60%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.47 (dividend RM0.01) in 4 months 11 days, total return is 48.5%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.13 (dividends RM0.083) in 1 Year 7 days, total return is 39.2%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 9 months 20 days, total return is 37.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 26 days, total return is 34.6%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.34 in 4 months 11 days, total return is 28.8%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 11 months 30 days, total return is 28%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 14 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.88 in 9 months 13 days, total return is 3.5%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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: AME
  Be the first to like this.
 

[转贴] [CHIN HIN GROUP BHD:将以总现金代价330万比索(约合270,000.00令吉)认购Starken Philippines Incorporation(“ SPI”)30%的股份] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 14 Oct 2019, 10:34 AM


[CHIN HIN GROUP BHD:将以总现金代价330万比索(约合270,000.00令吉)认购Starken Philippines Incorporation(“ SPI”)30%的股份,Solarvest Holdings Berhad(“ SHB”)将在大马证券交易所(“ Bursa证券”)的Ace市场上市]

2Q19 vs 2Q18:
autoclaved aerated concrete(“ AAC”)和预制混凝土的制造以及耐火和木质门部门的制造收入均录得增长。本地和新加坡市场对面板需求的增长带动了autoclaved aerated concrete(AAC)砌块的生产,带来了更高收入。此外,海外市场,特别是菲律宾对AAC块的需求增加。预制混凝土产品收入的增长是由于向城镇的大型基础设施项目提供预应力和钢筋混凝土梁,crosshead,电缆槽和应急走道,如杜克高速公路,捷运,Light Rapid Transit(“ LRT”),白沙罗(Damansara-Shah)Alam高架高速公路(“ DASH”),Sungai Besi-Ulu Kelang高架高速公路(“ SUKE”),Gemas-Johor Baru(JB)电动双轨项目(“ EDTP”)和西部海岸高速公路(“ WCE”)。此外,增长的原因还在于聚合物管材向新加坡市场出口的激增。 Starken Drymix Solutions Sdn Bhd的收入比去年同期的婴儿期增长了很多。

防火和木门制造业务的收入增长是由于在2018年最后一个季度收购了钢制门框业务以及自2019年2月中旬开始运营的木门业务所致。毛利率为9.61%,较上年同期的9.32%增长0.29%。增长的主要原因是Starken AAC 2(“以前称为Sage Evergreen”)的回升业绩,而不是2018年第二季度出现的初始开工亏损。此外,毛利率的改善也因Starken Drymix Solutions Sdn Bhd和G-Cast UHPC Sdn Bhd的本季度所赚取的毛利润,而不是去年同期的持续亏损以及建筑材料和物流服务分销利润率的提高。

与2018年第二季度相比,本季度这集团的行政费用减少了55万令吉,这是由于在亏损业务中采取了削减成本措施以及模块化建筑解决方案部门减少了行政人员,因为柔佛州Daerah哥打丁宜市的Mukim Pengerang最初的六个综合工人综合楼已接近完工阶段。

应占联营公司的利润从去年同期的74万令吉亏损大幅增加275万令吉。增长主要来自Net Energy Metering(“ NEM”)屋顶项目,即改造后的太阳能光伏系统和建筑集成光伏系统(“ BIPV”),尤其是来自工业和自用行业的系统。此外,总值1亿5807万令吉的三个大型太阳能光伏(“ LSSPV 2”)分包项目工作也作出了贡献,该项目位于霹雳州的38.7 MWp DC太阳能发电厂计划于2019年最后的季度完成。当前财务季度的有效税率为26.90%,低于2018年同期的28.90%,这主要是由于制造业有未吸收的亏损和资本准备金。

2Q19 vs 1Q19:
这季,集团的营业额为2.5001亿令吉,较上一季度的2.4268亿令吉增加732万令吉。由于建筑业的节日假期,由于第一季度工作时间较短,第二季度收入略有增长。

由于预制混凝土产品,聚合物管,G-Cast UHPC和Green Cement的业绩有所改善,该集团的营业利润较上一季度增加到1097万令吉,比上一季度增加171万令吉或18.45%。随着工场工作的顺利进行,预制混凝土产品的销售,即用于当地基础设施项目的顶管,梁,箱涵和U形排水管的销售有所增加。第二季度,随着更多污水处理项目的成功招标,向新加坡出口的用于公用事业委员会(“ PUB”)和住房发展委员会(“ HDB”)项目的聚合物管道逐渐增加。去年获得的超高性能混凝土(UHPC)项目已逐步计划在本季度安装。

前景:
这集团对前景感到乐观,这得益于制造业部门的健康订单以及联营公司不断增长的收益贡献。 AAC砌块和AAC面板向菲律宾和新加坡市场出口的增加预计将提高位于柔佛州哥打丁宜市的第二个AAC工厂的当前利用率,该工厂的年装机容量为600,000立方米,从30%增至50%。他们预计2019年下半年产量将提高,以满足出口市场。这集团将以总现金代价330万比索(约合270,000.00令吉)认购Starken Philippines Incorporation(“ SPI”)30%的股份。认购事项完成后,Starken Philippines将成为Starken Malaysia和Chin Hin的联营公司。这标志着这集团进军菲律宾市场的重大投资。这项投资是一项积极举措,预示着良好的盈利能力。

Starken Drymix Solutions Sdn Bhd在2019年第二季度继续录得利润,随着最近获得越来越多的项目,其生产利用率将增加,与其订单库保持一致。 G-Cast UHPC Sdn Bhd的业绩已大大改善,并且与去年取得的项目进展一致,在第二季度几乎扭亏为盈,预计将在下一季度为集团带来积极的贡献。

他们的联营公司Atlantic Blue Sdn Bhd已获得监管机构的批准,可通过special purpose vehicle:Solarvest Holdings Berhad(“ SHB”)在大马证券交易所(“ Bursa证券”)的Ace市场上市。计划于2019年第四季度进行上市。根据政府推动太阳能光伏(PV)议程并鼓励在房地产开发商之间安装的倡议,他们被允许为新项目保留Net Energy Metering(NEM)配额,从8月5日开始。这是政府采取的措施之一,以实现到2025年在全国组合中(不包括大型水电)的可再生能源(RE)达到20%的目标。他们希望其联营公司继续提供服务,因其有强大的订单量以及在大型太阳能3(“ LSS3”)计划的第三个周期下为招标更多太阳能工作而做出的积极努力,将会取得更好的成果。 Chin Hin已着手减低负债计划,并已开始通过卖掉非核心资产(如商店办公室和空置地盘)来降低集团资产负债率,以减少借款。
-----------------------------
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 RM1.73 (dividend RM0.025) in 1 year 1 month 26 days, total return is 145.5%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.88 in 1 month 15 days, total return is 93.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.45 (dividend RM0.04) in 1 year 3 months 9 days, total return is 87.4%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.31 in 9 months 25 days, total return is 63.8%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 8 months 21 days, total return is 62.6%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 8 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 17 days, total return is 38.7%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10 (dividends RM0.083) in 1 Year 4 days, total return is 37.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 23 days, total return is 34.6%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.37 in 4 months 8 days, total return is 31.7%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.19 (dividend RM0.22) in 11 months 27 days, total return is 27.5%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 11 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.90 in 9 months 10 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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
--------------------------------
[CHIN HIN GROUP BHD: Chin Hin will be subscribing for a 30% stake in Starken Philippines Incorporation (“SPI”) for a total cash consideration of 3.30 million peso (around RM270,000.00), already obtained the approval from regulators to proceed with the listing on the Ace Market of Bursa Malaysia Securities Berhad (“Bursa Securities”), via a special purpose vehicle, Solarvest Holdings Berhad (“SHB”)]

2Q19 vs 2Q18:
Manufacturing of autoclaved aerated concrete (“AAC”) and precast concrete and the manufacturing of fire-rated and wooden door sector recorded increase in revenue. The higher revenue from the manufacturing of autoclaved aerated concrete (“AAC”) block was driven by the growth in demand for panel in the local and Singapore market. Besides, there was an increase in demand for AAC block in the overseas market especially in the Philippines. The increase in revenue from the precast concrete products were due to the supply of prestress and reinforce concrete beam, crosshead, cable trough and emergency walkway to the mega infrastructure projects in town i.e. Duke Highway, Mass Rapid Transit (“MRT”), Light Rapid Transit (“LRT”), Damansara-Shah Alam Elevated Expressway (“DASH”), Sungai Besi-Ulu Kelang Elevated Expressway (“SUKE”), Gemas-Johor Baru (JB) Electrified Double Track Project (“EDTP”) and West Coast Expressway (“WCE”). Furthermore, the increase also contributed by the surge in export of polymer pipes to Singapore market. Starken Drymix Solutions Sdn Bhd’s revenue has increased considerably as opposed to its infant stage in the preceding year corresponding quarter.

The increase in revenue from the manufacturing of fire-rated and wooden door sector was contributed by the steel door frame business which was acquired in the last quarter of 2018 and the wooden door business which has started operation since mid of February 2019. The gross profit margin of 9.61%, registered an increase of 0.29% as compared to the preceding year corresponding quarter of 9.32%. The increase was primarily due to the pick-up performance in Starken AAC 2 (“formerly known as Sage Evergreen”) as opposed to the initial start-up losses sustained in the second quarter of 2018. Moreover, the gross profit margin improvement is also contributed by the gross profit earned in the current quarter for Starken Drymix Solutions Sdn Bhd and G-Cast UHPC Sdn Bhd as opposed to the gross losses sustained in the preceding year corresponding quarter and the improved margin from the distribution of building materials and logistics services.

The Group’s administrative expenses for the current quarter under reviewed has decreased by RM0.55 million as compared to the second quarter of 2018 was contributed by the cost cutting measure undertaken in the losses making business and the reduction of administration staff in Modular Building Solutions sector after the initial six block of integrated workers complex in Mukim Pengerang, Daerah Kota Tinggi, Johor has almost reached its completion stage.

Share of profit of associate companies has increased incredibly by RM2.75 million from a loss of RM0.74 million in the preceding year corresponding quarter. The increased were contributed significantly by the Net Energy Metering (“NEM”) roof-top projects i.e. retrofitted solar PV system and Building-Integrated PV (“BIPV”) system especially from the industrial and self-consumption sector. In addition, the increased also contributed by the three large scale solar photovoltaic (“LSSPV 2”) subcontracting projects work worth a total value of RM158.07 million, 38.7 MWp DC solar farm located in Perak scheduled to be completed by the last quarter of 2019. The current financial quarter effective tax rate of 26.90% was lower than the corresponding quarter of 2018 of 28.90% mainly due to the unabsorbed losses and capital allowances carried forward from the manufacturing sectors.

2Q19 vs 1Q19:
For the quarter under review, the Group posted revenue of RM250.01 million as compared to RM242.68 million in the preceding quarter, an increase of RM7.32 million. The second quarter revenue improved slightly in view of the shorter working months due to the festival holidays observed by the construction industry in first quarter.

The Group reported a higher operating profit of RM10.97 million, an increase of RM1.71 million or 18.45% as compared to the preceding quarter due to the improved performance for precast concrete products, polymer pipes, G-Cast UHPC and Green Cement. Sales for precast concrete products i.e. jacking pipes, beams, box culvert and U-drain for the local infrastructure projects have increased in line with the smooth progress of work at site. Export of Polymer pipes to Singapore for Public Utilities Board (“PUB”) and Housing Development Board (“HDB”) projects were gradually increased in the second quarter as more sewerage projects were successfully tendered. The Ultra High-Performance Concrete (“UHPC”) projects secured last year were progressively scheduled for installation in this quarter.

Prospects:
The Group is optimistic about the outlook of Chin Hin, underpinned by its healthy order book from the manufacturing segment and growing earnings contribution from its associates. The increase export of AAC block and AAC panel to the Philippines and Singapore market are anticipated to bump up current utilisation rate at the second AAC plant located in Kota Tinggi, Johor with installed production capacity of 600,000 m3 per annum from 30% to 50%. They expect the output to be ramped up in the second half of 2019 to fulfil the export market. Chin Hin will be subscribing for a 30% stake in Starken Philippines Incorporation (“SPI”) for a total cash consideration of 3.30 million peso (around RM270,000.00). Upon completion of the Proposed Subscription, Starken Philippines will be an associated company of Starken Malaysia and Chin Hin. This mark a more significant venture by the Group into the Philippines market. This investment is a positive move which bodes well for profitability.

Starken Drymix Solutions Sdn Bhd continued to record profit in the second quarter of 2019 and will increase its production utilisation rate in line with its order bank as more and more projects are being secured lately. G-Cast UHPC Sdn Bhd’s performance has improved considerably and almost turnaround in the second quarter in tandem with the progress of work for project secured last year and is expected to contribute positively to the Group in the coming quarter.

Their associate company, Atlantic Blue Sdn Bhd has already obtained the approval from regulators to proceed with the listing on the Ace Market of Bursa Malaysia Securities Berhad (“Bursa Securities”), via a special purpose vehicle, Solarvest Holdings Berhad (“SHB”). The listing is targeted to take place in the fourth quarter of 2019. In line with government’s initiatives to drive the solar photovoltaic (PV) agenda and encourage installation among property developers, they are allowed to reserve Net Energy Metering (NEM) quota for new projects starting August 5. This is one of the measures taken by the government to achieve the target of 20 per cent of renewable energy (RE) in the national installed capacity mix (excluding large hydro) by 2025. They expect their associate companies to continue delivering better results due to its strong order books and aggressive effort in tendering more solar jobs under the third cycle of the Large-Scale Solar 3 (“LSS3”) scheme. Chin Hin has embarked on the de-gearing plan and has begun to trim its group gearing level via the disposal of non-core assets such as shop offices and vacant sites in order to pare down its borrowings.
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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.

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: CHINHIN
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 13 Oct 2019, 9:16 PM


浅谈Fraser & Neave holdings bhd (F&N)
-----------------------------

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 RM1.73 (dividend RM0.025) in 1 year 1 month 26 days, total return is 145.5%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.88 in 1 month 15 days, total return is 93.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.45 (dividend RM0.04) in 1 year 3 months 9 days, total return is 87.4%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.31 in 9 months 25 days, total return is 63.8%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 8 months 21 days, total return is 62.6%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 8 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 17 days, total return is 38.7%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10 (dividends RM0.083) in 1 Year 4 days, total return is 37.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 23 days, total return is 34.6%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.37 in 4 months 8 days, total return is 31.7%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.19 (dividend RM0.22) in 11 months 27 days, total return is 27.5%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 11 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.90 in 9 months 10 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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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: F&N
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[转贴] [CHEMICAL CO OF MALAYSIA BHD:氯碱产品平均销售价格下降导致利润下降,主要产品的平均销售价格比去年同期下降了31%] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 13 Oct 2019, 3:04 PM


[CHEMICAL CO OF MALAYSIA BHD:氯碱产品平均销售价格下降导致利润下降,主要产品的平均销售价格比去年同期下降了31%]

2Q19 vs 2Q18:
该集团的收入为9280万令吉,比去年同期下降6.2%,这是由于化学品部的收入下降。马化工在本季录得较低的除税前盈利420万令吉,较去年同期的1640万令吉有所下降,主要是由于氯碱产品平均销售价格下降导致利润下降,主要产品的平均销售价格比去年同期下降了31%。

化学品:
由于化学商品价格下跌,氯碱产品的平均售价降低,收入下降了7.7%。因此,第二季度的税前利润从去年同期的1260万令吉减少至510万令吉。

聚合物:
本季度收入与去年同期相比略有下降0.4%。该部门的除税前利润从510万令吉下降至440万令吉,这归因于其在Bangi的新大楼开始运营后所产生的额外折旧。

YTD19 vs YTD18:
由于化学部门的收入减少,该集团的收入为1.898亿令吉,比去年同期降低5.3%。马化工在本期间录得较低的除税前盈利1,370万令吉,较去年同期的3,090万令吉有所下降,主要是由于以下因素:

a)氯碱产品平均销售价格下降导致利润下降,主要产品的平均销售价格与去年同期相比下降了36%,

b)联营公司的业绩分成减少110万令吉。

化学品:
收入下降了6.9%,这是由于在此期间化工产品价格走软的基础上,氯碱产品的平均售价降低了。因此,税前利润从去年同期的2,620万令吉减少至1,280万令吉。

聚合物:
收入与去年同期相比略有增长1.2%。该部门的税前利润从1,030万令吉下降至950万令吉,这是由于根据其位于班吉的新大楼开始运营而产生的额外折旧。

2Q19 vs 1Q19:
由于本季度的销量和平均售价下降,本季度的收入为9280万令吉,较上一季度的9680万令吉降低4.3%。本季度的集团税前利润减少至420万令吉,上一季度则为950万令吉,主要归因于:

a)由于本季度氯碱产品的平均售价下降和销售量下降,化学品部门的收入下降了4.8%。当前季度的销售量受到节日假期期间重型交通工具道路禁令和较低交易量的影响。因此,税前利润从上一季度的780万令吉减少至510万令吉。

b)聚合物部门的收入下降3.7%至2290万令吉。由于本季度的销量减少,该季度的税前利润减少至440万令吉。

前景:
化学品:
该司仍然对化学商品价格的波动保持谨慎,这可能会影响其业绩。

聚合物:
鉴于激烈的竞争和成本增长,该部门预计本年度的业务环境将充满挑战。
-----------------------------
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 RM1.73 (dividend RM0.025) in 1 year 1 month 26 days, total return is 145.5%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.88 in 1 month 15 days, total return is 93.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.45 (dividend RM0.04) in 1 year 3 months 9 days, total return is 87.4%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.31 in 9 months 25 days, total return is 63.8%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 8 months 21 days, total return is 62.6%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 8 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 17 days, total return is 38.7%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10 (dividends RM0.083) in 1 Year 4 days, total return is 37.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 23 days, total return is 34.6%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.37 in 4 months 8 days, total return is 31.7%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.19 (dividend RM0.22) in 11 months 27 days, total return is 27.5%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 11 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.90 in 9 months 10 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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
--------------------------------------------
[CHEMICAL CO OF MALAYSIA BHD: margin squeeze resulting from the fall in the average chlor alkali product selling prices, which saw the average selling prices of key products decreased by up to 31% compared to same quarter last year]

2Q19 vs 2Q18:
The Group revenue of RM92.8 million was 6.2% lower than the corresponding quarter last year due to lower revenue from the Chemicals Division. The Group recorded a lower profit before tax in the current quarter of RM4.2 million, decreased from RM16.4 million recorded in the same quarter last year mainly due to margin squeeze resulting from the fall in the average chlor alkali product selling prices, which saw the average selling prices of key products decreased by up to 31% compared to same quarter last year.

Chemicals:
Revenue decreased by 7.7% due to lower average selling prices of its chlor-alkali products on the back of softer prices of the chemical commodity. Consequently, profit before tax reduced to RM5.1 million in the second quarter compared to RM12.6 million in corresponding quarter last year.

Polymers:
Revenue decreased slightly by 0.4% for the current quarter as compared to same quarter last year. The Division’s profit before tax, declined from RM5.1 million to RM4.4m due to additional depreciation pursuant to the commencement of operations from its new building in Bangi.

YTD19 vs YTD18:
The Group revenue of RM189.8 million was 5.3% lower than the corresponding period last year due to lower revenue from the Chemicals Division. The Group recorded a lower profit before tax in the current period of RM13.7 million, decreased from RM30.9 million recorded in the same period last year primarily due to the following factors:

a) Margin squeeze resulting from the fall in the average chlor alkali product selling prices, which saw the average selling prices of key products decreased by up to 36% compared to the corresponding period last year,

b) Lower share of result from our associate company by RM1.1 million.

Chemicals:
Revenue decreased by 6.9% due to lower average selling prices of its chlor-alkali products on the back of softer prices of the chemical commodity during the period. Consequently, profit before tax reduced to RM12.8 million compared to RM26.2 million in corresponding period last year.

Polymers:
Revenue increased slightly by 1.2% as compared to same period last year. The Division’s profit before tax, declined from RM10.3 million to RM9.5m due to additional depreciation pursuant to the commencement of operations from its new building in Bangi.

2Q19 vs 1Q19:
The Group’s revenue for the current quarter of RM92.8 million was lower by 4.3% as compared to the preceding quarter’s revenue of RM96.8 million due to lower volume and average selling prices during the current quarter. Group’s profit before tax for the current quarter decreased to RM4.2 million compared to the preceding quarter of RM9.5 million mainly attributable to:

a) Chemicals Division’s revenue declined by 4.8% due to lower average selling prices and volume sold for its chlor-alkali products during the quarter. Current quarter’s volume sold was affected by the heavy vehicle road ban during the festive season break and lower trading volume. Accordingly, profit before tax decreased to RM5.1 million compared to RM7.8 million in the preceding quarter.

b) Polymers Division revenue declined by 3.7% to RM22.9 million for the current quarter under review. Profit before tax decreased to RM4.4 million for the quarter due to lower volume sold during the current quarter.

Prospects:
Chemicals:
The Division remains cautious of the fluctuation in chemical commodity prices, which may invariably impact its results.

Polymers:
The Division expects the business environment to be challenging in the current year, in view of intense competition and cost increases.
--------------------------------------------------------------------------
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.

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

  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Yinson holdings bhd (Yinson)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 12 Oct 2019, 9:18 PM


浅谈Yinson holdings bhd (Yinson)
-----------------------------

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 RM1.73 (dividend RM0.025) in 1 year 1 month 26 days, total return is 145.5%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.88 in 1 month 15 days, total return is 93.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.45 (dividend RM0.04) in 1 year 3 months 9 days, total return is 87.4%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.31 in 9 months 25 days, total return is 63.8%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 8 months 21 days, total return is 62.6%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 8 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 17 days, total return is 38.7%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10 (dividends RM0.083) in 1 Year 4 days, total return is 37.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 23 days, total return is 34.6%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.37 in 4 months 8 days, total return is 31.7%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.19 (dividend RM0.22) in 11 months 27 days, total return is 27.5%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 11 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.90 in 9 months 10 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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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: YINSON
  Be the first to like this.
 

[转贴] [MALAYSIAN RESOURCES CORP BHD:PBT受到确认的较低收入以及LRT 3项目的收入确认的延期和重新计时的影响] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 12 Oct 2019, 10:31 AM


[MALAYSIAN RESOURCES CORP BHD:PBT受到确认的较低收入以及LRT 3项目的收入确认的延期和重新计时的影响]

YoY:
截至2019年6月30日止财政年度的上半年,马资源的收入和税前利润分别为4.75亿令吉和1820万令吉,而截至2018年6月30日的去年上半年分别为8亿3280万令吉和7360万令吉。

与2018年同期相比,2019年上半年收入下降了43%,主要是由于房地产开发和投资以及工程,建筑和环境部门的收入贡献减少。税前利润下降了75%,这也受到该期间确认的较低收入以及LRT 3项目的收入确认的延期和重新计时的影响。因此,集团拥有50%股权的LRT 3项目合资公司MRCB George Kent Sdn Bhd贡献的税后利润仅为101万令吉,而2018年同期为1,500万令吉。比起以前的预算,税后利润变低了,因为政府将项目从PDP改版为固定价格的turnkey项目而导致的进度费用递延。

房地产开发与投资:
在本财政年度的上半年,产业发展与投资部门的收入较2018年同期下降62%至1.564亿令吉。该下降是由于未从已完成的出售中确认收入,因尚未完成Sales and Purchase,以及马资源目前主要的关键高层住宅开发项目处在建设初期(子结构,地下室,停车场和裙楼的水平),而收入确认很少。

该部门在该期间录得营业利润为4,700万令吉,而2018年同期则为5,510万令吉。由于房地产开发项目仍处于建设初期,收入和利润的确认并不多,因此利润较低。

工程,建筑与环境:
该部门在本财政年度的上半年录得2亿8350万令吉的收入,较2018年同期下降26%。在此期间所赚取的较低收入,加上某些成本的审慎支出,正待完成的已完成项目的最终帐目和与某些项目有关的法律诉讼结果导致工程,建筑与环境部在所审查的财政期间录得较少的150万令吉的营业利润。

集团拥有50%股权的LRT 3项目合资公司MRCB George Kent Sdn Bhd贡献了101万令吉的税后利润较低,而2018年同期为1,500万令吉。这大大低于先前的预算,原因是由于政府将项目从PDP改版为固定价格的turnkey项目,因此推迟了进度计费。

QoQ:
在截至2019年6月30日的季度中,马资源的收入和税前利润分别为2.41亿令吉和980万令吉,而截至2019年3月31日的上一季度的收入为2.34亿令吉和税前利润为840万令吉。

前景:
房地产开发与投资:
在集团目前正在开发的住宅项目中,澳大利亚墨尔本的1060 Carnegie达到了80%的购买率,Sentral Suites达到了76%的购买率,而Kalista Park Homes达到了80%。该部门将继续把市场营销工作集中在其住宅开发项目上,即吉隆坡中环的Sentral Suites(GDV:15.34亿令吉),墨尔本的1060 Carnegie(GDV:2.75亿令吉)和Bukit Rahman Putra的Kalista Park Homes(GDV:1.02亿令吉),以及在Seputeh的Sentral Residences和VIVO剩余的未售出单位,这些地区在历史上一直取得了不错的销售。连接旧巴生路和新班台高速公路的新连接桥的开放大大改善了9 Seputeh开发区的连通性,并应有助于刺激该开发区的进一步销售。截至2019年6月30日,Sentral Residences的购买率达到97%,9 Seputeh的VIVO的购买率达到83%。

Sentral Suites的目标是到2019年底仅达到25%的建筑建造进度,因此,当三座高楼的建造进度超过podium levels时,Sentral Suites预计将在2020年贡献更大的收入和运营利润。在PJ Sentral Garden City出售的两座办公大楼将继续贡献收入和营业利润,直到2020年实际竣工,而9 Seputeh第二阶段的TRIA应在今年年底后开始贡献。在墨尔本的1060卡耐基(Carnegie),马资源已完成77%建筑竣工的住宅和商业综合开发项目,仅会在100%建筑竣工并随后将单位移交给买家(目标是2020年上半年)后,才会为收入和营业利润做出贡献。

总体而言,集团在其产业发展与投资部的累计未开单销售总额,预计将在其项目的发展寿命内录得17.63亿令吉的收入,其中约90%为住宅及10%的商业项目。

集团拥有282英亩的城市土地权益,拥有可持续发展的未来项目,总发展总值达310亿令吉。该部门还从其在莎阿南的剩余投资物业和Celcom Tower以及其在MQ REIT的27.94%股权中获得了相对稳定的经常性收入来源。

工程,建筑与环境:
该部门目前的公开招标价值为15.69亿令吉,并将更加重视寻求基础设施项目。截至2019年6月30日,外部客户订单总值为226亿令吉,是业内最高的之一。随着建设进度的加快,预计这些项目将成为该部门收入和运营利润确认的骨干,并将持续到2019年剩余时间及以后。 LRT3项目目前已完成18%,随着2024年工程竣工,其利润确认的步伐将加快。截至2019年6月30日,未开票的建筑订单额为212亿令吉。
-----------------------------
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 RM1.73 (dividend RM0.025) in 1 year 1 month 26 days, total return is 145.5%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.88 in 1 month 15 days, total return is 93.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.45 (dividend RM0.04) in 1 year 3 months 9 days, total return is 87.4%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.31 in 9 months 25 days, total return is 63.8%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 8 months 21 days, total return is 62.6%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 8 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 17 days, total return is 38.7%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10 (dividends RM0.083) in 1 Year 4 days, total return is 37.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 23 days, total return is 34.6%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.37 in 4 months 8 days, total return is 31.7%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.19 (dividend RM0.22) in 11 months 27 days, total return is 27.5%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 11 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.90 in 9 months 10 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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
----------------------------------------------
[MALAYSIAN RESOURCES CORP BHD: PBT impacted by the lower revenue recognised during the period as well as the deferment and re-timing of income recognition from the LRT 3 project]

YoY:
For the first half of the financial year ended 30 June 2019, the Group recorded revenue and profit before tax of RM475.0 million and RM18.2 million respectively, compared to RM832.8 million and RM73.6 million respectively recorded in the preceding half year ended 30 June 2018.

The 43% decline in revenue in the first half year of 2019 compared to the corresponding period in 2018 was mainly due to the lower revenue contribution from both the Property Development & Investment and Engineering, Construction & Environment Divisions. Profit Before Tax fell 75%, also impacted by the lower revenue recognised during the period as well as the deferment and re-timing of income recognition from the LRT 3 project. As a result, the Group’s 50%-owned LRT 3 project joint venture company MRCB George Kent Sdn Bhd contributed profit after tax of only RM1.01 million, compared with RM15.0 million in the corresponding period in 2018. This is considerably lower than previously budgeted due to the deferment of progress billings resulting from the re-modelling of the project from a PDP to a fixed price turnkey project by the Government.

Property Development & Investment:
In the first half of the financial year, the Property Development & Investment Division recorded a 62% decline in revenue to RM156.4 million, compared to the corresponding period in 2018. The decline was due to no revenue being recognised from the sale of completed unsold units which had yet to reach Sales and Purchase completion, as well as the Group’s key high-rise residential development projects currently being in the early phase of construction (sub-structure, basement, carpark and podium levels) when revenue recognition is minimal.

The Division recorded an operating profit of RM47.0 million during the period compared to RM55.1 million recorded in the corresponding period in 2018. A lower profit was recognised as the property development projects were still at an early phase of construction, when both revenue and profit recognition is not significant.

Engineering, Construction & Environment:
The division recorded revenue of RM283.5 million in the first half of the financial year, a 26% decline compared to the corresponding period in 2018. The lower revenue earned during the period compounded by the prudent expensing of certain costs while awaiting for the completion of the final accounts of completed projects and the results of legal proceedings relating to certain projects resulted in the Engineering, Construction & Environment Division recording a minimal operating profit of RM1.5 million in the financial period under review.

The Group’s 50%-owned LRT 3 project joint venture company MRCB George Kent Sdn Bhd contributed lower profit after tax of RM1.01 million, compared with RM15.0 million in the corresponding period in 2018. This was considerably lower than previously budgeted due to the deferment of progress billings as a result of the re-modelling of the project from a PDP to a fixed price turnkey project by the Government.

QoQ:
In the quarter ended 30 June 2019, the Group recorded revenue and a profit before taxation of RM241.0 million and RM9.8 million respectively, compared to revenue of RM234.0 million and profit before taxation of RM8.4 million recorded in the preceding quarter ended 31 March 2019.

Prospects:
Property Development & Investment:
Of the Group’s residential projects currently in development, 1060 Carnegie in Melbourne, Australia has achieved a take up rate of 80%, while Sentral Suites has achieved a take up rate of 76%, and Kalista Park Homes of 80%. The Division will continue to focus its marketing efforts on its residential development projects, namely Sentral Suites in KL Sentral (GDV: RM1,534 million), 1060 Carnegie in Melbourne (GDV: RM275 million) and Kalista Park Homes in Bukit Rahman Putra (GDV: RM102 million), as well as the remaining unsold units in the Sentral Residences and VIVO in 9 Seputeh, which has historically achieved good sales. The opening of the new link bridge connecting the Old Klang Road with the New Pantai Expressway has improved connectivity considerably to the 9 Seputeh development and should help spur further sales within this development. As at 30 June 2019, Sentral Residences has achieved a take-up rate of 97%, and VIVO in 9 Seputeh has achieved a take-up rate of 83%.

Sentral Suites is targeted to be only 25% constructed by the end of 2019, and therefore are only expected to contribute more significant revenue and operating profits in 2020, when construction has progressed above the podium levels for all three towers. The two office towers sold in PJ Sentral Garden City will continue to contribute revenue and operating profit until their physical completion in 2020, while TRIA, the second phase of 9 Seputeh, should commence contributing after the end of this year. In Melbourne, 1060 Carnegie, the Group’s mixed residential and commercial development which has already attained 77% construction completion, will only contribute to revenue and operating profit upon 100% construction completion and subsequently the handover of units to purchasers, targeted in the first half of 2020.

Overall, the Group had total cumulative unbilled sales in its Property Development & Investment Division which are expected to deliver RM1,763 million in revenue to be booked over the development lifespan of its projects, approximately 90% of which are residential and 10% commercial projects.

With interests in 282 acres of urban land, the Group has a sustainable supply of future projects with a total GDV of RM31 billion. The Division also earns a relatively stable recurring income stream from its residual investment property in Shah Alam and from Celcom Tower, as well as its 27.94% equity interest in MQ REIT.

Engineering, Construction & Environment:
The division currently has open tenders valued at RM1,569 million, and is placing greater emphasis on seeking infrastructure projects. As at 30 June 2019, the external client order book stood at RM22.6 billion, which is amongst the highest in the industry. As the pace of construction progress picks up, these projects are anticipated to form the backbone of the division’s revenue and operating profit recognition moving forward through the remainder of 2019 and beyond. The LRT3 project, which is currently 18% completed, will see the pace of its profit recognition accelerate in line with construction completion by 2024. As at 30 June 2019, the unbilled construction order book stood at RM21.2 billion.
--------------------------------------------------------------------------
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.

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: MRCB
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Petronas Dagangan bhd (PetDag)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 11 Oct 2019, 7:01 PM


浅谈Petronas Dagangan bhd (PetDag)
-----------------------------

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 RM1.73 (dividend RM0.025) in 1 year 1 month 26 days, total return is 145.5%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.88 in 1 month 15 days, total return is 93.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.45 (dividend RM0.04) in 1 year 3 months 9 days, total return is 87.4%

d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.31 in 9 months 25 days, total return is 63.8%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 8 months 21 days, total return is 62.6%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 8 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 9 months 17 days, total return is 38.7%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10 (dividends RM0.083) in 1 Year 4 days, total return is 37.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 23 days, total return is 34.6%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.37 in 4 months 8 days, total return is 31.7%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.19 (dividend RM0.1875) in 11 months 27 days, total return is 25.8%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 11 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.90 in 9 months 10 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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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: PETDAG
  Be the first to like this.
 


 

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