Highlights

James的股票投资James Share Investing

Author: James Ng   |   Latest post: Tue, 14 Jul 2020, 9:52 AM

 

[转贴] [HUA YANG BHD:土地储备为451英亩,估计总开发价值为52亿令吉] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 14 Jul 2020, 9:52 AM


[HUA YANG BHD:土地储备为451英亩,估计总开发价值为52亿令吉]

这季的税前亏损为171万令吉,比去年同期减少了2706万令吉(94%)。截至本季度末,未开票销售总额为1.1761亿令吉。该集团在主要地区的未开发土地储备为451英亩,估计总开发价值为52亿令吉。

对于房地产开发,本季度的税前亏损与上一财政年度同期相比改善了94%。除税前亏损减少是由于融资成本降低以及与去年同期相比联营公司亏损减少所致。

QoQ:
这季度,这集团的除税前亏损为171万令吉,而截至2019年12月31日止的上一个季度则为盈利208万令吉。

前景:
截至2020年3月31日的财政年度,这集团的主要重点是推动正在进行的项目的销售和出售库存单位。意识到不断变化的商业环境和新的社会规范,这集团继续采取审慎的态度,并采取了新的商业策略,以应对病毒大流行带来的快速变化和意料之外的变量,并确保根据市场变化采取及时和适当的行动。执董会在2021年3月31日结束的下一个财政年度中将采取谨慎的态度,并希望最近的短期经济复苏刺激计划中的激励措施可以部分缓解病毒大流行的部分不利影响。
-----------------------------
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 RM3.13 (dividend RM0.04) in 1 year 10 months 30 days, total return is 343.4%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM48.00 (adjusted)(dividend RM0.52) in 2 Years 12 days, total return is 299.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.13 (adjusted)(dividend RM0.055) in 1 Year 1 month 11 days, total return is 210.5%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.805 in 1 month 19 days, total return is 126.8%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.69 (dividend RM0.04) in 2 Years 12 days, total return is 117.6%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945 in 1 year 5 months 22 days, total return is 64.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.188) in 1 Year 9 months 6 days, total return is 51.4%

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。

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
-----------------------
[HUA YANG BHD: undeveloped landbank of 451 acres across key regions with an estimated GDV of RM5.2 billion]

Loss before tax for the quarter under review of RM1.71 million was RM27.06 million (94%) lower than the preceding year corresponding quarter. Total unbilled sales at the end of the quarter under review stood at RM117.61 million. The Group has undeveloped landbank of 451 acres across key regions with an estimated GDV of RM5.2 billion.

For Property development, this quarter loss before tax improved by 94% as compared to the previous financial year corresponding quarter. The decrease in loss before tax was due to lower finance costs and lower share of losses of associate as compared to previous year's corresponding quarter.

QoQ:
For the quarter under review, the Group achieved loss before tax of RM1.71 million as compared to profit of RM2.08 million in the immediate preceding quarter ended 31 December 2019.

Prospects:
For the financial year ended 31 March 2020, the main focus of the Group has been driving sales for on-going projects and selling inventory units. Recognising the changing business conditions and new social norms, the Group has continued to exercise prudence and adopted new business strategies to counter the fast-moving and unexpected variables from the pandemic and to ensure timely and appropriate actions to be taken in line with the market changes. The Board is taking a cautious approach for the coming financial year ending 31 March 2021 and is hopeful that the incentives in the recent short-term Economic Recovery Stimulus Package may mitigate partly some of the adverse impact of the pandemic.
--------------------------------------------------------------------------
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JCY international bhd (JCY)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 13 Jul 2020, 8:42 PM


浅谈JCY international bhd (JCY)
-----------------------------
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 RM3.13 (dividend RM0.04) in 1 year 10 months 30 days, total return is 343.4%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM48.00 (adjusted)(dividend RM0.52) in 2 Years 12 days, total return is 299.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.13 (adjusted)(dividend RM0.055) in 1 Year 1 month 11 days, total return is 210.5%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.805 in 1 month 19 days, total return is 126.8%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.69 (dividend RM0.04) in 2 Years 12 days, total return is 117.6%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945 in 1 year 5 months 22 days, total return is 64.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.188) in 1 Year 9 months 6 days, total return is 51.4%

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。

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

Labels: JCY
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[转贴] [GLOMAC BHD:发展阶段持续进行及物业投资部门表现较佳,以及总体上节省了行政成本] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 13 Jul 2020, 9:39 AM


[GLOMAC BHD:发展阶段持续进行及物业投资部门表现较佳,以及总体上节省了行政成本]

高美达拥有人应占本季度溢利及年初至今累计分别较去年同期增加748%及505%,主要由于发展阶段持续进行及物业投资部门表现较佳,以及总体上节省了行政成本。

物业发展:
本季度和年初至今累计的房地产开发部门的收入分别比去年同期下降了10%和5%,主要是由于新开发项目的持续开发,例如Plaza @ Kelana Jaya,Saujana Rawang ,位于柔佛州蒲种的Lakeside Boulevard商店办事处和Saujana Jaya。

物业投资:
该部门的业绩较去年同期有所改善,主要是由于Glo Damansara购物中心的出租率提高所致。

QoQ:
本季度高美达的税前利润与上一季度相比增长了23%,主要来自正在进行的项目阶段的进一步建设进度。

前景:
他们已采取某些步骤,并将采取进一步措施来规避和减轻挑战。
-----------------------------
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 RM3.15 (dividend RM0.04) in 1 year 10 months 27 days, total return is 346.2%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM43.84 (adjusted)(dividend RM0.52) in 2 Years 9 days, total return is 265.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.95 (adjusted)(dividend RM0.055) in 1 Year 1 month 8 days, total return is 199.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.785 in 1 month 16 days, total return is 121.1%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.68 (dividend RM0.04) in 2 Years 9 days, total return is 116.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.93 in 1 year 5 months 19 days, total return is 61.7%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21 (dividend RM0.188) in 1 Year 9 months 3 days, total return is 50.8%

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。

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
---------------------
[GLOMAC BHD: more ongoing development phases and better performance by the property investment segment, complemented by overall administrative cost savings achieved]

Profit Attributable to Owners of the Group for the quarter and cumulative year-to-date increased by 748% and 505% respectively as compared to previous corresponding period, mainly due to more ongoing development phases and better performance by the property investment segment, complemented by overall administrative cost savings achieved.

Property Development:
Revenue from property development segment for the quarter and cumulative year-to-date decreased by 10% and 5% respectively as compared to previous corresponding period, mainly arose from continued development of the newly launched projects, such as Plaza @ Kelana Jaya, Saujana Rawang, Lakeside Boulevard's shop offices at Puchong and Saujana Jaya at Johor.

Property Investment:
The performance for this segment improved as compared to the previous corresponding period mainly contributed from better occupancy rate of Glo Damansara mall.

QoQ:
The Group's Profit Before Tax for current quarter improved by 23% as compared to the immediate preceding quarter, mainly contributed from further construction progress of the ongoing project phases.

Prospects:
They have taken certain steps and will be taking further steps to circumvent and mitigate the challenges.
--------------------------------------------------------------------------
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: GLOMAC
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Frontken corp bhd (Frontkn)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 12 Jul 2020, 8:48 PM


浅谈Frontken corp bhd (Frontkn)
-----------------------------
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 RM3.15 (dividend RM0.04) in 1 year 10 months 27 days, total return is 346.2%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM43.84 (adjusted)(dividend RM0.52) in 2 Years 9 days, total return is 265.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.95 (adjusted)(dividend RM0.055) in 1 Year 1 month 8 days, total return is 199.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.785 in 1 month 16 days, total return is 121.1%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.68 (dividend RM0.04) in 2 Years 9 days, total return is 116.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.93 in 1 year 5 months 19 days, total return is 61.7%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21 (dividend RM0.188) in 1 Year 9 months 3 days, total return is 50.8%

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。

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

Labels: FRONTKN
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[转贴] [MALAYSIAN RESOURCES CORP BHD:截至2020年3月31日,未开单的建设订单为207亿令吉] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 12 Jul 2020, 11:01 AM


[MALAYSIAN RESOURCES CORP BHD:截至2020年3月31日,未开单的建设订单为207亿令吉]

截至2020年3月31日的第一季,集团的营业额及税前盈利分别为4亿2570万令吉及2690万令吉,而去年截至2019年3月31日的上一季的营业额为2亿3410万令吉及税前盈利840万令吉,尽管截至2020年3月31日的季度的最后2周COVID-19移动控制令期间建筑工程暂时停工,进度计费放缓。集团拥有27.94%的股权的MQ REIT和联营公司MRCB Quill Management Sdn Bhd为集团贡献了390万令吉的税后合并利润,而2019年同期为570万令吉。

房地产开发与投资:
该部门在本财政期间的营业利润增长了五倍,达到2060万令吉,而2019年同期为300万令吉。

工程,建筑与环境:
该部门在截至2020年3月31日的季度贡献的营业利润为1,260万令吉,低于2019年同期的1,670万令吉,这是由于去年的一个项目完成。

QoQ:
该集团设法取得2690万令吉的税前利润,高于前一个季度的2,040万令吉。

前景:
房地产开发与投资:
自2020年3月18日以来,政府前所未有的行动控制令(MCO)对施工进度产生了不利影响,当时该集团所有建筑工地的工作都停止了,到2020年第二季度,MCO的影响将更加明显。但是,由于社会疏远和遵守其他健康与安全条件,尽管与MCO之前相比进度较慢,但​​现在工作仍在缓慢恢复。

在MCO期间,由于禁止查看实际的产业和法律文件盖章,房地产销售停止了,现在已经缓慢恢复。总体而言,马资源认为,在可预见的未来,经济和房地产市场的前景仍将充满挑战,并已开始采取紧缩和削减成本的措施。

工程,建筑与环境:
截至2020年3月31日,该部门的公开招标价值为25.18亿令吉,并更加重视寻求基础设施项目。截至2020年3月31日,外部客户订单总值为219亿令吉。 LRT3项目目前已完成29%,尽管由于实施更严格的标准操作程序以防止COVID-19传播而步伐较慢,但其利润认可度应在2020年有所提高。截至2020年3月31日,未开单的建设订单为207亿令吉。
-----------------------------
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 RM3.15 (dividend RM0.04) in 1 year 10 months 27 days, total return is 346.2%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM43.84 (adjusted)(dividend RM0.52) in 2 Years 9 days, total return is 265.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.95 (adjusted)(dividend RM0.055) in 1 Year 1 month 8 days, total return is 199.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.785 in 1 month 16 days, total return is 121.1%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.68 (dividend RM0.04) in 2 Years 9 days, total return is 116.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.93 in 1 year 5 months 19 days, total return is 61.7%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21 (dividend RM0.188) in 1 Year 9 months 3 days, total return is 50.8%

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。

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: As at 31 March 2020, the unbilled construction order book stood at RM20.7 billion]

In the first quarter ended 31 March 2020, the Group recorded revenue and profit before tax of RM425.7 million and RM26.9 million respectively, compared to revenue of RM234.1 million and profit before tax of RM8.4 million recorded in the preceding financial quarter ended 31 March 2019, despite slower progress billings as a result of the temporary halt in construction works during the COVID-19 Movement Control Order in the last 2 weeks of the quarter ended 31 March 2020. The Group’s 27.94% equity owned MQ REIT and associated company, MRCB Quill Management Sdn Bhd, contributed a combined profit after tax of RM3.9 million to the Group compared with RM5.7 million in the corresponding period in 2019.

Property Development & Investment:
The Division recorded a 5-fold increase in operating profit to RM20.6 million in the financial period, compared to RM3 million recorded in the corresponding period in 2019.

Engineering, Construction & Environment:
The Division contributed a lower operating profit of RM12.6 million for the quarter ended 31 March 2020 compared to RM16.7 million recorded in the corresponding period in 2019, due to the completion of a project in the corresponding period.

QoQ:
The Group managed to record a higher profit before tax of RM26.9 million, compared with RM20.4 million recorded in the immediate preceding quarter.

Prospects:
Property Development & Investment:
Construction progress has been adversely impacted by the Government’s unprecedented Movement Control Order (MCO) since 18 March 2020, when work at all the Group’s construction sites halted, and a more pronounced impact of the MCO will be felt in the second quarter of 2020. Construction work however has now slowly resumed, albeit at a slower pace compared to before the MCO, due to social distancing and adherence to other health and safety conditions.

Sales of properties came to a halt during the MCO period, given the prohibition of physical property viewings and legal document stamping, and has now slowly resumed. Overall, the Group believes the outlook for the economy and the property market will remain challenging for the foreseeable future and has embarked on austerity and cost cutting measures.

Engineering, Construction & Environment:
The division had open tenders valued at RM2,518 million as at 31 March 2020, and is placing greater emphasis on seeking infrastructure projects. As at 31 March 2020, the external client order book stood at RM21.9 billion. The LRT3 project, which is currently 29% completed, should see profit recognition pick up in 2020, albeit at a slower pace due to the implementation of stricter standard operating procedures to prevent the spread of COVID-19. As at 31 March 2020, the unbilled construction order book stood at RM20.7 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
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[转贴] [Facebook live video:浅谈Luxchem corp bhd (Luxchem)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 11 Jul 2020, 8:48 PM


浅谈Luxchem corp bhd (Luxchem)
-----------------------------
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 RM3.15 (dividend RM0.04) in 1 year 10 months 27 days, total return is 346.2%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM43.84 (adjusted)(dividend RM0.52) in 2 Years 9 days, total return is 265.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.95 (adjusted)(dividend RM0.055) in 1 Year 1 month 8 days, total return is 199.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.785 in 1 month 16 days, total return is 121.1%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.68 (dividend RM0.04) in 2 Years 9 days, total return is 116.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.93 in 1 year 5 months 19 days, total return is 61.7%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21 (dividend RM0.188) in 1 Year 9 months 3 days, total return is 50.8%

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。

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

Labels: LUXCHEM
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[转贴] [ENRA GROUP BHD:盈利增长主要来自化工业务的收入增长以及降低运营成本] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 11 Jul 2020, 10:20 AM


[ENRA GROUP BHD:盈利增长主要来自化工业务的收入增长以及降低运营成本]

4Q20 vs 4Q19:
截至2020年3月31日的单个季度(Q4 FY19/20),由于能源服务部和房地产开发部的较高贡献,集团收入增加了5,419万令吉。持续经营业务产生的税前利润(“ PBT”)为229万令吉,相比之下,FY18 / 19财年第四季度的税前亏损为2755万令吉。

地产发展部门的LBT为76万令吉,低于去年同期的991万令吉。能源服务部门在19/20财年最后一个季度的PBT为640万令吉,相比之下,去年同季的亏损为1747万令吉(贸易应收账款减值损失为1526万令吉)。忽略特殊项目,20财年第四季度的盈利增长主要来自化工业务的收入增长以及降低运营成本。

YTD20 vs YTD19:
19/20财年的收入从18/19财年的1.6471亿令吉增加了6,194万令吉,主要来自房地产开发部门,伦敦所有4个单位的销售额达4,843万令吉,能源服务部的贡献略高8%。与上一个财政年度同期相比,集团的PBT增加了3,165万令吉,主要是由于前一年录得的特殊项目,以及能源服务部门的收入增加和运营成本降低。

4Q20 vs 3Q20:
这季度,集团的持续经营业务录得收入从19/20财年第3季度的5088万令吉增加3133万令吉,这季收入为8221万令吉,主要是由于客户要求的化学产品交付量增加。尽管营业收入增加,PBT录得较低,为229万令吉,而前一个季度为332万令吉。

前景:
物业发展:
该部门将保持敏捷和积极主动的策略,以应对Covid 19对房地产市场的影响,包括未来对可负担的有地房产的需求。它将通过一支精干的团队继续提高其运营效率,以发展马来西亚的Q Homes品牌,即将开始进行多个项目。该部门还将继续其在英国Rugby的lifestyle retirement homes的开发,因英国的人口老龄化。

能源服务:
对于能源服务部而言,客户的业务连续性是关键,因此优先考虑有效的资本成本管理和运营支出。该部门期望在20/21财年取得令人满意的结果,尤其是拥有自己的优势油轮,Ratu Enra和Single Point Mooring系统,以进行持续的合同,并继续专注于提供有核心竞争力的整体成本效益解决方案,给日益成本敏感的客户。
-----------------------------
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 RM3.15 (dividend RM0.04) in 1 year 10 months 27 days, total return is 346.2%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM43.84 (adjusted)(dividend RM0.52) in 2 Years 9 days, total return is 265.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.95 (adjusted)(dividend RM0.055) in 1 Year 1 month 8 days, total return is 199.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.785 in 1 month 16 days, total return is 121.1%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.68 (dividend RM0.04) in 2 Years 9 days, total return is 116.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.93 in 1 year 5 months 19 days, total return is 61.7%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21 (dividend RM0.188) in 1 Year 9 months 3 days, total return is 50.8%

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。

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
---------------------------
[ENRA GROUP BHD: increased in profitability in Q4FY20 was mainly from increased in revenue recorded by the chemical business together with reduction in operational cost]

4Q20 vs 4Q19:
For the individual quarter ended 31 March 2020 ("Q4 FY19/20"), the Group revenue increased by RM54.19 million due to higher contribution from Energy Services division and Property Development division. The profit before taxation ("PBT") from continuing operations was RM2.29 million as compared to Q4 FY18/19 loss before taxation ("LBT") of RM27.55 million.

The Property Development division recorded a lower LBT of RM0.76 million as compared to LBT of RM9.91 million in the same quarter last year. The Energy Services division recorded a PBT of RM6.40 million in the last quarter of FY19/20 as compared to loss of RM17.47 million (with impairment loss on trade receivables of RM15.26 million) in the same quarter in previous year. Disregard the exceptional item, the increased in profitability in Q4FY20 was mainly from increased in revenue recorded by the chemical business together with reduction in operational cost.

YTD20 vs YTD19:
Revenue for FY19/20 increased by RM61.94 million from RM164.71 million in FY18/19, mainly from Property Development division sales of all 4 flats in London worth of RM48.43 million and slightly higher contribution from Energy Services division by 8%. The Group's PBT turnaround by RM31.65 million as compared to the same period in previous financial year was mainly due to the exceptional items recorded in the previous year apart from the higher revenue and lower operational costs from Energy Services division.

4Q20 vs 3Q20:
For the financial quarter under review, the Group's continuing operations recorded a higher revenue by RM31.33 million from RM50.88 million in Q3FY19/20 to RM82.21million, mainly due to higher delivery of the chemical products as required by customers. Despite the increase in revenue, PBT is recorded lower at RM2.29 million as compared to RM3.32 million in the immediate preceding quarter.

Prospects:
Property Development:
The Division will remain agile and proactive with its strategy in responding to Covid 19’s impact on property market, including the future demand for affordable landed properties. It will continue to improve its operational effectiveness with a lean team to grow the Q Homes brand in Malaysia, starting with several projects in the immediate pipeline. The Division will also continue with its lifestyle retirement homes development in Rugby, the United Kingdom, where the demand for care homes is growing due to the Britain’s ageing population.

Energy Services:
For the Energy Services Division, the business continuity of customers is key, with priority in effective cost management in capital and operating expenditures. The Division is expecting a satisfactory result in FY20/21, especially with the advantage of having its own tanker, Ratu Enra and Single Point Mooring system for ongoing contract and its continued focus on its core competencies to offer overall cost-efficient solutions for its increasingly cost sensitive customers.
--------------------------------------------------------------------------
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Dagang Nexchange bhd (DNex)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 10 Jul 2020, 8:52 PM


浅谈Dagang Nexchange bhd (DNex)
-----------------------------
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 RM3.15 (dividend RM0.04) in 1 year 10 months 27 days, total return is 346.2%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM43.84 (adjusted)(dividend RM0.52) in 2 Years 9 days, total return is 265.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.95 (adjusted)(dividend RM0.055) in 1 Year 1 month 8 days, total return is 199.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.785 in 1 month 16 days, total return is 121.1%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.68 (dividend RM0.04) in 2 Years 9 days, total return is 116.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.93 in 1 year 5 months 19 days, total return is 61.7%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21 (dividend RM0.188) in 1 Year 9 months 3 days, total return is 50.8%

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。

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

Labels: DNEX
  Be the first to like this.
 
suregoup dont understand mandarin. Can summarise to English. ? Thank you
10/07/2020 9:15 PM

[转贴] [ECO WORLD DEVELOPMENT GROUP BHD:2019年11月1日至2020年6月15日期间实现了9.75亿令吉的销售额] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 10 Jul 2020, 10:14 AM


[ECO WORLD DEVELOPMENT GROUP BHD:2019年11月1日至2020年6月15日期间实现了9.75亿令吉的销售额]

2Q20 vs 2Q19:
自2020年3月18日起,政府实施了行动控制令(MCO),以中断在马来西亚的Covid-19病毒感染链,这延迟了施工进度,这对该季度的收入和毛利确认产生了不利影响。

因此,与2019年第二季度相比,绿盛世2020年第二季度的收入下降了36.4%,而毛利润相应地下降了44.8%。同样,该集团在其马来西亚合资企业(即Eco Grandeur, Eco Business Park V, Eco Horizon, Eco Ardence和Bukit Bintang City Centre (BBCC))的业绩中所占的份额,相比2019年第二季度,在2020年第二季度下降了38.4%。总体而言,2020年第二季度的税后利润与2019年第二季度相比下降了48.0%。

YTD20 vs YTD19:
该集团的子公司在2Q YTD 2020的收入和毛利均较低。马来西亚合资企业的收入也较低。总体而言,2Q YTD 2020的税后利润与2Q YTD 2019相比减少了23.2%。

QoQ:
由于MCO期间关闭了建筑工地,2020年第二季度的收入和毛利低于2020年第一季度。

前景:
尽管2020年第2季度处于安静状态,因MCO,该集团的所有销售galleries于2020年3月18日至2020年5月3日关闭,但该集团在2019年11月1日至2020年6月15日期间还是实现了9.75亿令吉的销售额。由Covid-19大流行引起的全球破坏给集团造成了不幸的后果。和中国电力集团拟议中的合资企业合作,在2019财年宣布在EcoBusiness Park(EBP)V中共同开发117英亩土地。

中国电力对其项目的投资未能获得中国对外投资的批准。因此,双方正在讨论之中,以终止合资企业协议以及与合资公司就项目土地达成的买卖协议。

在建筑方面,自2020年4月底起,该集团制定了详细的SOP和安全协议以使项目场地能够重新开放。但是,马来西亚政府要求对所有建筑工人进行Covid-19测试的要求推迟了劳动力的恢复。从2020年3月18日开始,这导致大约3个月的站点都没活动,这影响了2020年第二季度的收入和利润的确认时间。

该集团2020年第三季度上半部的财务业绩将受到影响。在英国和澳大利亚,建筑工地被允许在2020年第二季度继续运营,但活动量大大减少,以纳入严格的Covid-19安全协议和预防措施。

至于其他项目,由于工地进度放缓了2到3个月,工程于2020年6月完全恢复。EcoWorld International的目标是在当前财政年度内完成一项BtR交易-并结合预期的Open Market Sale方面来改善它的业务,这将有助于EcoWorld International的未来收入的稳定增长和未来收益的可持续性。
-----------------------------
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 RM2.97 (dividend RM0.04) in 1 year 10 months 26 days, total return is 321%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM42.36 (adjusted)(dividend RM0.52) in 2 Years 8 days, total return is 253.2%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.95 (adjusted)(dividend RM0.055) in 1 Year 1 month 7 days, total return is 199.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.81 in 1 month 15 days, total return is 128.2%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.66 (dividend RM0.04) in 2 Years 8 days, total return is 113.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.955 in 1 year 5 months 18 days, total return is 66.1%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.25 (dividend RM0.188) in 1 Year 9 months 2 days, total return is 53.3%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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
-----------------------------------------------------
[ECO WORLD DEVELOPMENT GROUP BHD: The Group secured RM975 million in sales for the period from 1 November 2019 to 15 June 2020]

2Q20 vs 2Q19:
The implementation of the Movement Control Order (MCO) since 18 March 2020 by the Government to break the chain of infection of the Covid-19 virus in Malaysia delayed construction progress, which adversely affected the revenue and gross profit recognition during the quarter.

With that, the Group’s revenue decreased by 36.4%, whilst gross profit reduced accordingly by 44.8% in 2Q 2020 as compared to 2Q 2019. Similarly, the Group’s share of the results of its Malaysian joint-ventures, namely, Eco Grandeur, Eco Business Park V, Eco Horizon, Eco Ardence and Bukit Bintang City Centre (BBCC), decreased by 38.4% in 2Q 2020 compared to 2Q 2019. Overall, profit after tax for 2Q 2020 reduced by 48.0% as compared to 2Q 2019.

YTD20 vs YTD19:
The Group’s subsidiaries recorded lower revenue and gross profit in 2Q YTD 2020. Revenues recorded by the Malaysian joint-ventures were also lower. Overall, profit after tax for 2Q YTD 2020 reduced by 23.2% as compared to 2Q YTD 2019.

QoQ:
2Q 2020 revenue and gross profits were lower than 1Q 2020 due to the closure of construction sites during the MCO.

Prospects:
The Group secured RM975 million in sales for the period from 1 November 2019 to 15 June 2020 notwithstanding a quiet 2Q 2020 during which all of the Group’s sales galleries were closed from 18 March to 3 May 2020 due to the MCO. The global disruption caused by the Covid-19 pandemic has one unfortunate consequence for the Group. It is in relation to the proposed JV with the PowerChina Group to jointly develop 117 acres of land at EcoBusiness Park (EBP) V which was announced in FY2019.

PowerChina was not able to obtain the Chinese Outbound Investment Approval for its investment into the project. Accordingly, the parties are in the midst of discussion to mutually terminate the joint venture agreement and the sale and purchase agreement with the JVCo for the project land.

On the construction front, the Group’s detailed SOPs and safety protocols to enable the re-opening of project sites have been in place since the end of April 2020. However, the Malaysian Government’s requirement for all construction workers to be tested for Covid-19 delayed the resumption of physical works. This resulted in approximately 3 months of site inactivity from 18 March 2020 which affected the timing of revenue and profit recognition in 2Q 2020.

The Group’s financial results for the first half of 3Q 2020 will be impacted. In the UK and Australia, construction sites were permitted to continue operating in 2Q 2020 but at substantially reduced activity levels to incorporate strict Covid-19 safety protocols and preventive measures.

As regards its other projects, following 2 to 3 months slowdown in site progress, works fully resumed in June 2020. EcoWorld International is targeting to close a BtR deal within the current financial year – combined with the expected improvement in the Open Market Sale side of its business, this should contribute towards the steady growth of EcoWorld International’s future revenue and the sustainability of its earnings going forward.
--------------------------------------------------------------------------
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: ECOWLD
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Thu, 9 Jul 2020, 8:57 PM


浅谈Airasia group bhd (Airasia)
-----------------------------
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 RM2.97 (dividend RM0.04) in 1 year 10 months 26 days, total return is 321%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM42.36 (adjusted)(dividend RM0.52) in 2 Years 8 days, total return is 253.2%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.95 (adjusted)(dividend RM0.055) in 1 Year 1 month 7 days, total return is 199.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.81 in 1 month 15 days, total return is 128.2%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.66 (dividend RM0.04) in 2 Years 8 days, total return is 113.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.955 in 1 year 5 months 18 days, total return is 66.1%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.25 (dividend RM0.188) in 1 Year 9 months 2 days, total return is 53.3%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

Labels: AIRASIA
  Be the first to like this.
 
sensonic CAELY DO FACE MASK UP 5 CENTS TODAY, EG ALSO DO FACE MASK, STILL HAVENT UP. TOMORROW GORENG EG ?
09/07/2020 9:20 PM

[转贴] [JHM CONSOLIDATION BHD:制造活动已恢复正常] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 9 Jul 2020, 8:50 AM


[JHM CONSOLIDATION BHD:制造活动已恢复正常]

在截至2020年3月31日的财政期间(“ FPE2020”),该集团的收入和PAT分别为4,854万令吉和529万令吉。与截至2019年3月31日的财政期间(“ FPE 2019”)相比,收入和PAT分别下降了19.86%和36.96%。

QoQ:
捷铵科技在本季的营业额及PAT分别为4,854万令吉及529万令吉,而上一季的营业额及PAT分别为6,989万令吉及773万令吉。借款总额减少18.52%,主要由于使用内部产生的资金来还短期借款所致。集团的经营活动产生的净现金从FPE 2019的320万令吉提高至FPE 2020的1,061万令吉。这主要是由于从客户那里收取的款项。

前景:
MITI于4月底取消了员工使用率的上限,制造活动已恢复正常。他们对未来一段时期保持乐观,因为当美国和欧洲逐渐重新开放并且生产停顿解除时,汽车和工业领域的需求就会反弹。
-----------------------------
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 RM2.82 (dividend RM0.04) in 1 year 10 months 25 days, total return is 300%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM41.08 (adjusted)(dividend RM0.52) in 2 Years 7 days, total return is 242.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.00 (adjusted)(dividend RM0.055) in 1 Year 1 month 6 days, total return is 202.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.825 in 1 month 14 days, total return is 132.4%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.61 (dividend RM0.04) in 2 Years 7 days, total return is 107.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945 in 1 year 5 months 17 days, total return is 64.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.27 (dividend RM0.188) in 1 Year 8 months 30 days, total return is 54.6%

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。

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
-------------------------------------
[JHM CONSOLIDATION BHD: manufactuiring activities has returned to normal]

The Group posted a revenue and PAT of RM48.54 million and RM5.29 million respectively in the financial period ended 31 March 2020("FPE2020"). This represent a decrease in revenue and PAT of 19.86% and 36.96% respectively compared to the Financial period ended 31 March 2019 ("FPE 2019").

QoQ:
The Group posted revenue and PAT of RM48.54 million and RM5.29 million respectively for the current quarter under review as compared to the revenue and PAT of RM69.89 million and RM7.73 million respectively for the immediate preceding quarter. Total borrowing recorded 18.52% decrease mainly due to settlement of short term borrowing by using internal generated fund. The Group's net cash generated from operating activities had improved from RM3.20 million for FPE 2019 to RM10.61 million for FPE 2020. This was mainly due to the collection from customers.

Prospects:
The manufactuiring activities has returned to normal when MITI lifted the cap on the head count utilisation at the end of April. They remain optimistic for the period ahead as they have seen the demand in automotive and industrial segment has rebounded when US and Europe gradually reopens and production halts lifted.
--------------------------------------------------------------------------
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: JHM
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Wed, 8 Jul 2020, 8:47 PM


浅谈PDZ holdings bhd (PDZ)
-----------------------------
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 RM2.82 (dividend RM0.04) in 1 year 10 months 25 days, total return is 300%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM41.08 (adjusted)(dividend RM0.52) in 2 Years 7 days, total return is 242.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.00 (adjusted)(dividend RM0.055) in 1 Year 1 month 6 days, total return is 202.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.825 in 1 month 14 days, total return is 132.4%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.61 (dividend RM0.04) in 2 Years 7 days, total return is 107.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945 in 1 year 5 months 17 days, total return is 64.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.27 (dividend RM0.188) in 1 Year 8 months 30 days, total return is 54.6%

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。

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

Labels: PDZ
  Be the first to like this.
 

[转贴] [AIRASIA GROUP BHD:衍生品的公允价值亏损2.701亿令吉,燃油套期保值结算损失1.100亿令吉以及租赁飞机营运产生的额外折旧和租赁负债利息2亿4300万令吉的影响] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 8 Jul 2020, 9:33 AM


[AIRASIA GROUP BHD:衍生品的公允价值亏损2.701亿令吉,燃油套期保值结算损失1.100亿令吉以及租赁飞机营运产生的额外折旧和租赁负债利息2亿4300万令吉的影响]

随着Covid-19爆发开始迅速蔓延,市场状况在2020年2月突然恶化。由于担心病毒传播,各国政府宣布的旅行限制和边境管制,导致2020年2月和2020年3月的航空旅行需求暴跌。

亚航这季的亏损为9.542亿令吉,主要受到衍生品的公允价值亏损2.701亿令吉,燃油套期保值结算损失1.100亿令吉以及租赁飞机营运产生的额外折旧和租赁负债利息2亿4300万令吉的影响,因1Q20包括2019年8月完成的额外销售和回租交易。

航空公司:
由于Covid-19大流行带来的前所未有的空前限制,导致航空业的总集团收入从1Q19的26.273亿令吉收缩18%至21.614亿令吉。航班减少主要来自马来西亚和菲律宾,因3月中旬国内航线和国际航线停运,航班分别减少了17%和1%。

菲律宾的平均票价下降了9%。 集团CASK从3.46美分增长了36%,从3.46美分增长到4.70美分,这是由于石油需求下降导致石油价格下跌,较高的维修和折旧以及租赁负债利息而导致的,因为相比1Q20与1Q19,飞机数量增加。航空公司集团报告1Q20的EBITDA为负,为2850万令吉,而1Q19为正5亿2560万令吉。

现金周转:
由于当前的Covid 19大流行导致航班需求下降,该集团的现金流出现净流出。融资活动的增加与销售和回租交易中飞机数量的增加相对应,据此,经营租赁费用的支付反映在融资活动中。

泰国亚洲航空有限公司:
泰国亚洲航空在1Q20的总收入为78.126亿泰铢,比1Q19的111.5530亿泰铢低30%。由于泰国亚航调整了其网络和航班以适应旅行需求,减少航班频率并取消了前往高风险国家的航线,运载的乘客减少了23%,而载客率下降至84%(1Q19为90%)。泰国亚航分别从2020年4月1日和2020年3月22日起暂停国内航班和国际航班。

泰国亚洲航空采用了TFRS16租赁,该租赁于2020年1月1日对泰国生效,导致折旧和利息成本增加,以及重大的外汇损失20.968亿泰铢,这归因于租赁负债的汇兑差额。泰国亚航报告的亏损为12.234亿泰铢,这是由于收入减少和采用TFRS16所致。

亚洲航空(印度)有限公司:
RASK增加了2%,达到3.78美分,相应的CASK ex fuel也提高到2.91美分。印度亚航报告的亏损为33.467亿印度卢比,是1Q19亏损的两倍多,这主要归因于额外运营10架飞机的运营费用的增加以及外汇损失15.217亿印度卢比。

亚航日本有限公司:
亚航日本有限公司的净亏损为12.384亿日元。

非航空公司:
在本季度,Teleport录得收入增长49%至1.504亿令吉,因为它已成功完成了集团东盟航空运营公司的货运合并。 Big Pay报告的收入增长了161%,这是因为随着汇款渠道的扩展(包括印度,孟加拉国和尼泊尔),该收入获得了动力。 AirAsia.com推出了新的优惠,促销,航班和酒店捆绑配套,收入增长了118%。

QoQ:
这季度,这集团录得净亏损9.533亿令吉,而截至2019年12月31日止的上一季度则录得净亏损3.854亿令吉。

前景:
亚洲航空集团受到全球COVID-19大流行的严重影响。由于行动限制的增加,亚洲航空于2020年3月下旬暂时使大部分机队停飞。他们预测,在2020年,其航班将减少50%。
-----------------------------
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 RM2.75 (dividend RM0.04) in 1 year 10 months 24 days, total return is 290.2%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM40.92 (adjusted)(dividend RM0.52) in 2 Years 6 days, total return is 241.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.28 (adjusted)(dividend RM0.055) in 1 Year 1 month 5 days, total return is 159.6%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.815 in 1 month 13 days, total return is 129.6%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.58 (dividend RM0.04) in 2 Years 6 days, total return is 103.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.94 in 1 year 5 months 16 days, total return is 63.5%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.31 (dividend RM0.188) in 1 Year 8 months 29 days, total return is 57.1%

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。

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
------------------------------
[AIRASIA GROUP BHD: RM270.1 million of fair value losses on derivatives, loss on settlement of fuel hedges of RM110.0 million and RM243.0 million additional depreciation and lease liabilities interest on operating lease aircraft]

Market conditions deteriorated abruptly in February 2020 as the Covid-19 outbreak started to spread rapidly. Fears of the spread of the virus, as well as travel restrictions and border controls announced by Government of different countries led to a collapsed in demand for air travel in the month of February and March 2020.

The Group’s Loss for the year at RM954.2 million was mainly impacted by RM270.1 million of fair value losses on derivatives, loss on settlement of fuel hedges of RM110.0 million and RM243.0 million additional depreciation and lease liabilities interest on operating lease aircraft as 1Q20 includes the additional sales and leaseback transactions completed in August 2019.

Airline:
Total Group Revenue for the airline business for 1Q20 contracted by 18% to RM2,161.4 million, from RM2,627.3 million recorded in 1Q19 amid increasing and unprecedented travel restrictions due to the Covid-19 pandemic. Capacity reductions were mainly from Malaysia and Philippines with a reduction of capacity of 17% and 1% respectively as domestic routes and international routes were halted mid-March.

Philippines average fare fell by 9%. Group CASK increased by 36% 4.70 US cents from 3.46 US cents as a result of fuel hedge losses as prices fell on the back of lower demand of oil, higher maintenance and depreciation and lease liabilities interest as higher number of aircraft is on operating lease in 1Q20 as compared to 1Q19. The Airline Group reported a negative EBITDA for 1Q20 at RM28.5 million, compared to a positive EBITDA of RM525.6 million in 1Q19.

Cashflow:
The Group’s cashflow reported a net outflow as the current Covid 19 pandemic contributed to the lower demand for flights. The increase in financing activities correspond with the higher number of aircraft that is on sales and leaseback transactions whereby payment of operating lease expenses is reflected under financing activities.

Thai Air Asia Co. Ltd:
Thai AirAsia recorded Total Revenue of THB7,812.6 million in 1Q20, 30% lower than 1Q19 of THB11,155.3 million. Passengers carried reduced by 23% with load factor falling to 84% as compared to 90% in 1Q19 as Thai AirAsia adapted its network and capacity to match travel demand, reducing flight frequencies and cancelling routes to at-risk countries. Thai AirAsia had suspended domestic flights and international flights commencing 1 April 2020 and 22 March 2020 respectively.

Thai AirAsia adopted TFRS16 Leases which was effective 1 January 2020 for Thailand which saw the increase in depreciation and interest costs and a substantial foreign exchange loss of THB2,096.8 million which was attributable to the exchange differences on leases liabilities. Thai AirAsia reported a loss for the period of THB1,223.4 million impacted by the lower revenue and adoption of TFRS16.

AirAsia (India) Limited:
RASK increased by 2% to US Cents 3.78 with the corresponding increase in CASK ex fuel of US Cents 2.91. AirAsia India reported a loss for the period of INR3,346.7 million which is more than doubled the losses in 1Q19 mainly attributable to the increase in operating expenses from operating 10 additional aircraft and foreign exchange loss of INR1,521.7 million.

AirAsia Japan Co. Ltd:
AirAsia Japan recorded a Net loss of JPY1,238.4 million.

Non-Airline:
During the quarter, Teleport recorded a 49% increase in revenue to RM150.4 million as it had successfully completed its cargo consolidation across the Group’s ASEAN airline operating companies. Big Pay reported a 161% growth in revenue as it gains traction with the expansion of remittance corridors to include India, Bangladesh and Nepal. AirAsia.com revenue is up 118% as it rolls out new offers, promotions, flight and hotel bundle packages.

QoQ:
The Group recorded a Net Loss of RM953.3 million for the quarter under review, against the Net Loss of RM385.4 million in the immediately preceding quarter ended 31 December 2019 mainly due to the impact of Covid 19 pandemic.

Prospects:
AirAsia Group has been severely affected by the global COVID-19 pandemic. AirAsia temporarily hibernated most of its fleet across the network in late March 2020 due to increasing movement restrictions. They forecast that their capacity would be reduced by 50% in 2020.
--------------------------------------------------------------------------
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: AIRASIA
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Tue, 7 Jul 2020, 8:45 PM


浅谈Permaju Industries bhd (Permaju)
-----------------------------
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 RM2.75 (dividend RM0.04) in 1 year 10 months 24 days, total return is 290.2%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM40.92 (adjusted)(dividend RM0.52) in 2 Years 6 days, total return is 241.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.28 (adjusted)(dividend RM0.055) in 1 Year 1 month 5 days, total return is 159.6%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.815 in 1 month 13 days, total return is 129.6%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.58 (dividend RM0.04) in 2 Years 6 days, total return is 103.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.94 in 1 year 5 months 16 days, total return is 63.5%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.31 (dividend RM0.188) in 1 Year 8 months 29 days, total return is 57.1%

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。

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

Labels: PERMAJU
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[转贴] [EASTERN & ORIENTAL BHD:从子公司收到的股息收入较高,约为4.725亿令吉,而上一财政年度为3.30亿令吉] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 7 Jul 2020, 9:29 AM


[EASTERN & ORIENTAL BHD:从子公司收到的股息收入较高,约为4.725亿令吉,而上一财政年度为3.30亿令吉]

截至2020年3月31日止财政年,东家的税前亏损为1.556亿令吉,而截至2019年3月31日止财政年度的税前利润为1.619亿令吉。

物业:
STP1中已完成物业的销售收入的增加抵消了今年收入的减少。 The Mews,Conlay和Avira Garden Terraces合资企业项目在截至2020年3月31日的财政年度贡献了9千万令吉的总收入,而截至2019年3月31日的上一财政年度的收入为8,650万令吉。最近揭幕的位于吉隆坡市中心的Conlay服务式住宅在本财政年度的第三季度刚刚开始施工。房地产部门在本财政年度录得4,720万令吉的经营亏损,而截至2019年3月31日止财政年度的经营盈利为3亿1530万令吉。

招待部门:
该部门在截至2020年3月31日的财政年度产生2860万令吉的营业亏损,而在截至2019年3月31日的财政年度则亏损90万令吉。

投资及其他:
投资及其他部门在截至2020年3月31日的财政年度录得营业利润4.639亿令吉,较截至2019年3月31日的财政年度的2.485亿令吉,增加2.154亿令吉或86.7%。营业利润较高的原因是,从子公司收到的股息收入较高,约为4.725亿令吉,而上一财政年度为3.30亿令吉。

令吉兑英镑的走弱导致本财政年度的未实现外汇收益为130万令吉,而上一财政年度的英国投资未实现的外汇亏损为560万令吉。

QoQ:
截至2020年3月31日的本财政季度,集团录得9千6百20万令吉的营业额及税前亏损1亿8940万令吉,而上一财政年度的营业额为1亿1千920万令吉和税前盈利为2千420万令吉。

前景:
随着经济过渡到复苏模式,直到房地产开发和酒店业找到自己的立足点,东家将不断监测和调整他们的业务战略和方向。为了立即做出反应,已采取了一系列成本控制措施。东家积极专注于优化运营,以确保可控的现金流和财务承诺的强大财务纪律。
-----------------------------
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 RM2.81 (dividend RM0.04) in 1 year 10 months 23 days, total return is 299.6%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM39.92 (adjusted)(dividend RM0.52) in 2 Years 5 days, total return is 233.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.38 (adjusted)(dividend RM0.055) in 1 Year 1 month 4 days, total return is 165.6%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.795 in 1 month 12 days, total return is 123.9%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.64 (dividend RM0.04) in 2 Years 5 days, total return is 111.3%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.95 in 1 year 5 months 15 days, total return is 65.2%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.32 (dividend RM0.188) in 1 Year 8 months 28 days, total return is 57.7%

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。

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
--------------------------------------
[EASTERN & ORIENTAL BHD: higher dividend income received from subsidiaries which amounted to approximately RM472.5 million as compared to RM330.0 million in the previous corresponding financial year]

The Group posted loss before tax of RM155.6 million for the financial year ended 31 March 2020 as compared to profit before tax of RM161.9 million in the financial year ended 31 March 2019.

Property:
The decrease in the current year's revenue was partially off-set by the increase of revenue from the sales of completed properties in STP1. The joint venture ("JV") projects namely, The Mews, Conlay and Avira Garden Terraces, contributed a total revenue of RM90.0 million in the financial year ended 31 March 2020 as compared to revenue RM86.5 million achieved in the previous financial year ended 31 March 2019. The recently unveiled Conlay serviced residences in Kuala Lumpur city centre has just commenced construction work in the third quarter of the current financial year. The property segment recorded an operating loss of RM47.2 million for the current financial year as compared to the operating profit of RM315.3 million in the financial year ended 31 March 2019.

Hospitality:
The segment incurred an operating loss of RM28.6 million in the financial year ended 31 March 2020 as compared to a loss of RM0.9 million in the financial year ended 31 March 2019.

Investments and others:
The investments and others segment recorded an operating profit of RM463.9 million for the financial year ended 31 March 2020 as compared to RM248.5 million in the financial year ended 31 March 2019, an increase of RM215.4 million or 86.7%. The higher operating profit was attributed by higher dividend income received from subsidiaries which amounted to approximately RM472.5 million as compared to RM330.0 million in the previous corresponding financial year.

The Ringgit weakening against the Sterling Pound resulted in the unrealised foreign exchange gain of RM1.3 million in the current financial year as compared to the unrealised foreign exchange loss of RM5.6 million in the previous corresponding financial year for its United Kingdom investments.

QoQ:
The Group recorded a revenue of RM96.2 million and loss before tax of RM189.4 million for the current financial quarter ended 31 March 2020 as compared to a revenue of RM119.2 million and profit before tax of RM24.2 million in the previous quarter.

Prospects:
As the economy transitions into recovery mode and until the property development and hospitality sectors find their footing, the Group is continuously monitoring and adjusting their business strategies and direction. In immediate response, a series of cost containment measures have been implemented. The Group has proactively focused on optimising its operations to ensure strong financial discipline with manageable cashflow and financial commitments.
--------------------------------------------------------------------------
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: E&O
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[转贴] [Facebook live video:浅谈Rubberex corp (M) bhd (Ruberex)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 6 Jul 2020, 8:37 PM


浅谈Rubberex corp (M) bhd (Ruberex)
-----------------------------
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 RM2.81 (dividend RM0.04) in 1 year 10 months 23 days, total return is 299.6%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM39.92 (adjusted)(dividend RM0.52) in 2 Years 5 days, total return is 233.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.38 (adjusted)(dividend RM0.055) in 1 Year 1 month 4 days, total return is 165.6%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.795 in 1 month 12 days, total return is 123.9%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.64 (dividend RM0.04) in 2 Years 5 days, total return is 111.3%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.95 in 1 year 5 months 15 days, total return is 65.2%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.32 (dividend RM0.188) in 1 Year 8 months 28 days, total return is 57.7%

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。

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

Labels: RUBEREX
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[转贴] [DAMANSARA REALTY BHD:联合开发项目的总发展价值(“ GDV”)将约为7.71亿令吉] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 6 Jul 2020, 10:35 AM


[DAMANSARA REALTY BHD:森美兰州芙蓉的50英亩商业土地上的联合开发项目获得了Menteri Besar Negeri Sembilan Incorporated(“ MBNSI”)授予的Letter of Award ("LOA")。该综合发展项目的总发展价值(“ GDV”)将约为7.71亿令吉]

2020年第一季度,集团录得税前亏损160万令吉,而去年税前盈利则为350万令吉,主要是由于各部门的收入确认较低。

综合设施管理(“ IFM”):
本季度的财务表现较低主要是由于2020年3月18日COVID-19大流行而施加了行动控制命令(“ MCO”)导致收入贡献减少。

物业和土地开发(“ PLD”):
PLD于2020财年录得30万令吉盈利,而2019财年则亏损10万令吉,主要是由于与Country Garden合作的Central Park joint venture development,和Damansara Hills, Kuantan的项目。

项目管理顾问(“ PMC”):
本季度的财务业绩下降主要是由于大流行导致MCO,使收入贡献降低。

QoQ:
随着收入的下降,这集团所有部门的重大亏损导致了这季的亏损。

前景:
这集团旨在保持弹性,以加强其财务状况并实现其现有战略重组计划(“ SRP”)中的目标。 SRP是一项实时计划,他们将审查每年制定的策略和目标,以确保它符合当前市场和经济状况并具有反应力。为了符合集团的目标,他们将通过审查其业务部门并重新定义其业务来重新评估其在2020财年的能力和优势。他们重新定义业务部门的理由是要确保每个部门都由自己独特的目标市场所决定,在各个部门之间建立协同作用,并避免职能重叠以实现整个集团的优化。

他们提供可行和创新解决方案的能力以及更广泛的咨询服务范围,将在向所有利益相关者提供更大附加值的同时突出其业务;从他们的客户,他们的雇员,他们的投资者到他们的监管者。

从长远来看,尽管PLD市场仍将是DBhd利润的主要驱动力,但随着房地产市场的复苏,PLD部门将继续对开发项目保持选择性。他们预计,IFM部门将主要为DBhd带来更大的增长机会,以应对房地产市场疲软的影响。通过扩展基于技术的解决方案,鉴于第四次工业革命,他们也在寻找方法来解决不断提高的人力和维护成本,这是自动化技术的进步,以提高运营效率并减少对劳动密集型工作方法的依赖。

在PMC方面,他们将结合PLD的优势,将其咨询服务从医疗保健领域扩展到专门的发展项目,例如医院规划,开发和建设,这将使收入来源多样化并为集团的房地产项目提供支持。

产业和土地开发活动:
他们仍然专注于仅选择可以提高集团利润率,现金流和利润表现的房地产项目。他们认为,机会仍然存在于尚未开发的市场中,并且对具有良好地理位置和基础设施,经济增长区附近的可负担房屋的真正需求还是会强劲的。考虑到这一点,营销其当前的房地产项目将是其主要优先事项之一。

在2019年5月,他们在森美兰州芙蓉的50英亩商业土地上的联合开发项目获得了Menteri Besar Negeri Sembilan Incorporated(“ MBNSI”)授予的Letter of Award ("LOA")。该综合发展项目的总发展价值(“ GDV”)将约为7.71亿令吉,包括商业,商店和住宅单位。这些项目有望为DBhd Group的收益和净资产带来积极的贡献。

综合设施管理:
随着他们继续转型,成为行业中的首选资产和设施管理解决方案提供商,他们正在探索方法,以利用和开发超出其核心工程服务提供商的相关和补充设施管理服务,例如他们自己的内部无现金支付解决方案以及自动化的集中式系统–使DBhd成为提供IFM服务的一站式服务。他们的目标是用最少的资本支出和轻资产的方法做到这一点。

在过去的几年中,他们已经成功开发并交付了自己的内部无现金支付解决方案以及用于地铁停车场的自动集中式系统。该无现金支付解决方案已扩展到餐饮,Pengerang, Johor的管理处和RAPID Executive Village的场外和互连设施和公用事业的安全管理(即运营和维护)。在无现金支付解决方案成功的基础上,基于技术的解决方案将继续成为增强和扩展其IFM服务配套以及提供可定制解决方案以满足客户需求和要求的关键。

项目管理顾问:
他们计划将PMC领域的服务范围从医疗保健领域扩展到包括建筑在内的更广泛的领域。由Damansara PMC Services Sdn Bhd(“ DPMC”)来领导,他们将通过与PLD结合优势来扩大其PMC部门,从而专注于专门项目,尤其是医院和医疗中心的开发。此举旨在增加他们的收入来源并使其多样化,以确保更可持续的经常性收入以及支持集团的房地产项目。

凭借在医院规划和建设,项目管理和技术咨询领域的丰富技术知识和专业知识的支持,随着他们在建筑和医院管理领域的产品扩展,他们将继续更加积极地追求PMC项目。
-----------------------------
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 RM2.62 (dividend RM0.04) in 1 year 10 months 20 days, total return is 272%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM36.92 (adjusted)(dividend RM0.52) in 2 Years 2 days, total return is 208.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.11 (adjusted)(dividend RM0.055) in 1 Year 30 days, total return is 149.4%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.795 in 1 month 9 days, total return is 123.9%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.62 (dividend RM0.04) in 2 Years 2 days, total return is 108.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945 in 1 year 5 months 12 days, total return is 64.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.33 (dividend RM0.188) in 1 Year 8 months 25 days, total return is 58.4%

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。

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
--------------------------------------
[DAMANSARA REALTY BHD: they received Letter of Award ("LOA") from Menteri Besar Negeri Sembilan Incorporated ("MBNSI") for a joint development project on 50 acres of commercial land in Bandar Sri Sendayan, Seremban, Negeri Sembilan. The gross development value("GDV") of this mix development project will be approximately RM771.0 million]

For 1Q2020, the Group recorded a loss before tax of RM1.6 million compared to profit before tax of RM3.5 million mainly due to the lower recognition of revenue from all segments.

Integrated Facilities Management ("IFM"):
Lower financial performance in the current quarter is mainly due to lower revenue contribution as a result of the imposition of Movement Control Order("MCO") on 18 March 2020 due to the COVID-19 pandemic.

Property and Land Development ("PLD"):
For FY2020 PLD recorded a profit of RM0.3 million as compared to RM0.1 million loss for FY2019, mainly due to contributions from project at Damansara Hills, Kuantan and Central Park joint venture development with Country Garden in Johor Bahru.

Project Management Consultancy ("PMC"):
Lower financial performance in the current year quarter is mainly due to lower revenue contribution as a result of the imposition of MCO due to the pandemic.

QoQ:
In tandem with the decreasing in revenue, the Group reported loss due to major loss in all segment.

Prospects:
The Group aims to remain resilient in strengthening their financial position and in achieving their targets under their existing Strategic Restructing Plan ("SRP"). The SRP is a live plan and they will review the strategies and targets set in place every year to ensure that it is relevant and reactive to the current market and economic conditions. In line with the Group’s goals, they will be re-evaluating their capacity and strengths in FY2020 by reviewing their business segments and redefining their businesses. Their rationale in redefining of their business segments is to ensure that each segment is determined by its own unique target market and set of goals, building of synergies across segments and avoiding overlap in functions to achieve optimisation throughout the Group.

Their ability to offer feasible and innovative solutions as well as a broader scope of consultancy services will underscore their operations alongside the delivery of greater value-add to all their stakeholders; from their clients, their employees, their investors to their regulators.

Whilst the PLD segment will remain the key driver of profit for DBhd over the long-term, they continue to be selective with development projects as the property market recovers. They foresee IFM segment to predominantly generate larger growth opportunities for DBhd, countering the effects of the softer property market. Through their expansion of tech-based solutions, they are also looking at ways to address rising man power and maintenance costs in view of the 4th industrial revolution by advancement in automation to improve their operational efficiency and reduce dependency on labour intensive work approach.

On the PMC front, they are combining strengths with PLD to expand their consultancy services beyond the healthcare sector to specialised development projects such as hospital planning, development and construction which will diversify income streams as well as support the Group's property projects.

Property and Land Development Activities:
They remain focused on selecting only property projects that can improve the Group’s margins, cash flow and bottom-line performance. They believe that opportunities still remain in untapped segments of the market and there is strong genuine demand for affordable homes with good location and infrastructure, close to economic growth areas. With this in mind, marketing their current property projects will be one of their key priorities.

In May 2019, they received Letter of Award ("LOA") from Menteri Besar Negeri Sembilan Incorporated ("MBNSI") for a joint development project on 50 acres of commercial land in Bandar Sri Sendayan, Seremban, Negeri Sembilan. The gross development value("GDV") of this mix development project will be approximately RM771.0 million, consisting of commercial podiums, shop lots and residential units. The projects is expected to contribute positively to the earnings and net assets of DBhd Group.

Integrated Facility Management:
As they continue their transformation to become the Preferred Assets and Facilities Management Solutions Provider in the industry, they are exploring ways to harness and develop related and complementary facility management services beyond their core engineering service provider – such as their own in-house cashless payment solution as well as automated centralised system – making DBhd a one-stop-shop for IFM services. They aim to do this with minimal capital expenditure and an asset-light approach.

They have successfully developed and delivered their own in-house cashless payment solution as well as automated centralised system for Metro Parking carparks over the past few years. This cashless payment solution has been expanded for F&B payments as well as security management (i.e. operations and maintenance) for off-site and interconnecting facilities and utilities in the RAPID Executive Village and Management Office in Pengerang, Johor. Building on the success of their cashless payment solutions, moving forward, technology-based solutions will continue to be the key to enhancing and expanding their suite of IFM services as well as providing customisable solutions to meet their clients' needs and requirements.

Project Management Consultancy:
They plan to broaden their offerings within the PMC segment beyond the healthcare sector to a wider sector including construction. Spear headed by Damansara PMC Services Sdn Bhd(“DPMC”), they will grow their PMC segment by pairing strengths with PLD to focus on specialised projects especially in hospital and medical centre development. This is aimed at increasing and diversifying their income streams to ensure a more sustainable recurring revenue as well as to support the Group’s property projects.

Backed by sound technical knowledge and expertise especially in the areas of hospital planning and construction, project management and technical consultancy, they will continue to pursue PMC projects more aggressively as they expand their offerings in the areas of construction and hospital management.
--------------------------------------------------------------------------
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: DBHD
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Mi Technovation berhad (Mi)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 5 Jul 2020, 8:45 PM


浅谈Mi Technovation berhad (Mi)
-----------------------------
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 RM2.62 (dividend RM0.04) in 1 year 10 months 20 days, total return is 272%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM36.92 (adjusted)(dividend RM0.52) in 2 Years 2 days, total return is 208.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.11 (adjusted)(dividend RM0.055) in 1 Year 30 days, total return is 149.4%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.795 in 1 month 9 days, total return is 123.9%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.62 (dividend RM0.04) in 2 Years 2 days, total return is 108.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945 in 1 year 5 months 12 days, total return is 64.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.33 (dividend RM0.188) in 1 Year 8 months 25 days, total return is 58.4%

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。

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

Labels: MI
  Be the first to like this.
 

[转贴] [WCT HOLDINGS BERHAD:项目完成进度缓慢以及某些项目的利润率调整] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 5 Jul 2020, 10:29 AM


[WCT HOLDINGS BERHAD:项目完成进度缓慢以及某些项目的利润率调整]

本季度,集团的收入和PAT分别为3.63亿令吉和1700万令吉,而去年同期为5.15亿令吉和3900万令吉。分配给非控股权益和永久回教债券持有人后,集团的股东应占亏损为1.7万令吉,较去年的利润4,000万令吉减少了4000万令吉。

工程与建设:
在本季度,该部门的收入和营业利润分别为2.41亿和700万令吉,而去年同期为3.78亿和3300万令吉。收入和营业利润的下降是由于项目完成进度缓慢以及某些项目的利润率调整所致。

物业发展:
本季度的收入和营业利润较低,分别为7400万和2400万令吉(2019年:8500万和3700万令吉)。

物业投资与管理:
本季度,该部门的收入和营业利润较低,分别为4800万和2200万令吉(2019年:5200万和2700万令吉)。较低的收入和营业利润是由于零售购物中心和酒店业务的贡献减少。

QoQ:
本季度,该集团录得的收入及本公司权益持有人亏损为3亿6300万令吉和1.7万令吉,上一季度则为4亿6100万和1.04亿令吉。收入减少是由于本地项目的工程进度较慢。

前景:
在本财政年度,预计表现会受到病毒大流行的影响。自3月18日起实施MCO,导致各个部门的业务活动受到限制。尽管工作已开始恢复,但随着这集团采取更多的预防措施来减轻病毒传播并维护员工的健康,工地活动的水平预计会降低。

病毒大流行导致对产品和服务的需求下降,包括物业单位销售下降,消费者支出下降,零售购物中心的购物者人流量下降以及酒店运营被暂停。由于不确定性,某些资产和负债(包括物业,存货)的价值可能已更改。
-----------------------------
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 RM2.62 (dividend RM0.04) in 1 year 10 months 20 days, total return is 272%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM36.92 (adjusted)(dividend RM0.52) in 2 Years 2 days, total return is 208.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.11 (adjusted)(dividend RM0.055) in 1 Year 30 days, total return is 149.4%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.795 in 1 month 9 days, total return is 123.9%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.62 (dividend RM0.04) in 2 Years 2 days, total return is 108.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945 in 1 year 5 months 12 days, total return is 64.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.33 (dividend RM0.188) in 1 Year 8 months 25 days, total return is 58.4%

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。

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
---------------------------------
[WCT HOLDINGS BERHAD: slower progress of workdone for projects and revision in margin of certain projects]

For this quarter, the Group recorded lower revenue and PAT of RM363m and RM17m as compared to RM515m and RM39m in last year. After the allocation to non-controlling interests and perpetual sukuk holders, the Group registered loss attributable to equity holders of RM0.017m, a decrease of RM40m compared to profit attributable to equity holders of RM40m recorded in last year.

Engineering and Construction:
For this quarter, this segment recorded revenue and operating profit of RM241m and RM7m as compared to RM378m and RM33m reported in last year. Lower revenue and operating profit were due to slower progress of workdone for projects and revision in margin of certain projects.

Property Development:
Revenue and operating profit for this quarter were lower at RM74m and RM24m (2019: RM85m and RM37m).

Property Investment and Management:
This quarter, this segment recorded lower revenue and operating profit of RM48m and RM22m (2019: RM52m and RM27m). Lower revenue and operating profit were due to lower contribution from retail mall and hotel operations.

QoQ:
This quarter, the group recorded revenue and loss attributable to equity holders of the Company of RM363m and RM0.017m as compared to RM461m and RM104m in the preceding quarter. Lower revenue is due to slower progress of works of local projects.

Prospects:
For this financial year, performance is expected to be affected by the virus pandemic. Implementation of MCO since 18 March had resulted in restriction in business activities across all segments. Whilst works have started to resume, the level of activities on site is expected to be lower as the Group adopts more preventive measures to mitigate the viral transmission and safeguard the wellbeing of employees.

Virus pandemic has resulted in a drop in demand for products and services, including lower sales of property units, drop in consumer spending and shopper footfall in retail malls as well as suspension of hotel operations. As a result of uncertainties, value of certain assets and liabilities (including properties, inventory) may have changed.
--------------------------------------------------------------------------
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: WCT
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Pentamaster corp bhd (Penta)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 4 Jul 2020, 8:36 PM


浅谈Pentamaster corp bhd (Penta)
-----------------------------
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 RM2.62 (dividend RM0.04) in 1 year 10 months 20 days, total return is 272%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM36.92 (adjusted)(dividend RM0.52) in 2 Years 2 days, total return is 208.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.11 (adjusted)(dividend RM0.055) in 1 Year 30 days, total return is 149.4%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.795 in 1 month 9 days, total return is 123.9%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.62 (dividend RM0.04) in 2 Years 2 days, total return is 108.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945 in 1 year 5 months 12 days, total return is 64.3%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.33 (dividend RM0.188) in 1 Year 8 months 25 days, total return is 58.4%

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。

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

Labels: PENTA
  Be the first to like this.
 


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