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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Mon, 11 Nov 2019, 9:20 PM

 

[转贴] [MITRAJAYA HOLDINGS BHD:鉴于全球及本地经济的不确定性,董事会预计美德再也经营的营商环境将对本财政年度构成挑战,美德再也预计2018年他们在南非的投资会带来较低的收入贡献] - James的股票投资James Share Investing

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[MITRAJAYA HOLDINGS BHD:鉴于全球及本地经济的不确定性,董事会预计美德再也经营的营商环境将对本财政年度构成挑战,美德再也预计2018年他们在南非的投资会带来较低的收入贡献,因为所有空置展位和22个完成的房屋单位已全部售出]

截至2018年12月31日止本季度,美德再也录得收入1.6264亿令吉及税前利润1,463万令吉,而去年同季则收入为2.6929亿令吉及税前利润为2,413万令吉。美德再也的收入大幅减少1.0665亿令吉(39.6%),主要来自建筑部门。

截至二零一八年十二月三十一日止十二(12)个月,美德再也录得收入为8.3843亿令吉,减少额为3.2577亿令吉(28.0%),而2017年十二(12)个月的收入为11.6亿令吉。相应地,集团本财政年度2018年12月31日结束时的税前利润从1.0159亿令吉降至6064万令吉,减少了4095万令吉(40.3%)。

施工:
单季度:
建筑部门报告收入为1.2211亿令吉,税前利润为93万令吉,而去年同期的收入为2.3415亿令吉,税前利润为1,085万令吉。

累计季度:
截至2018年12月31日止十二(12)个月,建筑部门的收入为6.9882亿令吉,税前利润为1203万令吉,而上个财政年度收入为9.9421亿令吉,税前利润为4,256万令吉。本季度和本财政年度收入和税前利润较低主要是由于正在进行的项目数量减少和在2017年重大项目的完成(MACC总部,Mon't Kiara的Residensi 22和莱佛士美国学校)。

物业发展:
单季度:
税前利润略微减少51万令吉(4.0%)至1202万令吉,而去年相应季度则为1,253万令吉。

累计季度:
截至二零一八年十二月三十一日止十二(12)个月,物业发展部门的收入减少1409万令吉(9.7%)至1.3081亿令吉,而上一财政年度则为1.449亿令吉。尽管如此,税前利润却略微减少了103万令吉(2.1%)至4,739万令吉,而去年同期则为4842万令吉。

南非投资:
单季度:
截至2018年12月31日止的第四季度,他们在南非的房地产项目收入较低,为276万令吉,较去年同期的410万令吉低了134万令吉(32.7%)。该部门报告的利润为10万令吉,而上一年同期的税前利润为177万令吉。

累计季度:
截至2018年12月31日止的十二(12)个月,南非部门的收入为840万令吉,税前利润为29万令吉,而前一年对应期间收入为2470万令吉,税前利润为888万令吉。收入和税前利润的减少主要是由于所有空置摊位和已完工的房屋全部在2017年售罄。

美德再也本季度的收入1.6264亿令吉较上一季度的收入2.0398亿令吉减少了4,134万令吉(20.3%)。

前景:
建筑部门将继续为美德再也贡献可观的收入,因为其订单额为10.6亿令吉。鉴于全球及本地经济的不确定性,董事会预计美德再也经营的营商环境将对本财政年度构成挑战。

房地产开发部门将于2019年第一季度完成并交出Wangsa 9 Residency的第1阶段(Block B & C)以及2019年底之前完成'Afforadable Home - Seri Akasia'。该部门目前的未开单销售额为RM1.3444亿。美德再也预计2018年他们在南非的投资会带来较低的收入贡献,因为所有空置展位和22个完成的房屋单位已全部售出。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.22 in 2 months 19 days, total return is 52.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.18 in 8 months 7 days, total return is 48.4%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.00 (dividend RM0.007) in 6 months 23 days, total return is 40.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 13 days, total return is 29.5%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.70 in 1 month 16 days, total return is 21.7%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.0375) in 4 months 21 day, total return is 18.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.43 (dividend RM0.035) in 3 months 17 days, total return is 15.4%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 2 months 9 day, total return is 14.7%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:3月9日星期六和3月10日星期日(6pm to 9pm)
地点:Kuching

日期:4月21日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Silka Johor Bahru Hotel, Johor Bahru (包括免费点心,茶和咖啡)

日期:5月26日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2209750675958341 找到公司和选股文章以及视频。

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

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

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

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

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

James Ng
-------------------------------------
[MITRAJAYA HOLDINGS BHD: given the uncertainty surrounding global and local economy, the Board anticipates that the business environment in which the Group operates will be challeging for the current financial year, the Group expects lower revenue contribution from their investment in South Africa in 2018 as all vacant stands and 22 units completed bungalow houses are fully sold]

The Group recorded revenue of RM162.64 million and profit before tax of RM14.63 million for the current quarter ended 31 December 2018, compared to revenue of RM269.29 million and profit before tax of RM24.13 million in the preceding year's corresponding quarter. The Group's revenue decreased substantially by RM106.65 million (39.6%) mainly derived from construction division.

For the twelve (12) months ended 31 December 2018, the Group reported a revenue of RM838.43 milion, a reduction of RM325.77 million (28.0%) from the revenue of RM1.16 billion reported in the twelve (12) months of 2017. Correspondingly, the Group's profit before tax has reduced by RM40.95 million (40.3%) from RM101.59 million to RM60.64 million for the current financial year ended 31 December 2018.

Construction:
Individual quarter:
Construction division reported revenue of RM122.11 million and profit before tax of RM0.93 million, compared to revenue of RM234.15 million and profit before tax of RM10.85 milion in the preceding year's corresponding quarter.

Cumulative quarter:
For the twelve (12) months ended 31 December 2018, the Construction division reported revenue of RM698.82 million and profit before tax of RM12.03 million, compared to revenue of RM994.21 million and profit before tax of RM42.56 million in the previous financial year. The lower revenue and profit before tax in the current quarter and current financial year were mainly due to reduction in number of on-going projects and completion of major projects (MACC headquarters, Residensi 22 at Mon't Kiara and Raffles American School) in 2017.

Property Development:
Individual quarter:
Profit before tax reduced slightly by RM0.51 million (4.0%) to RM12.02 million as compared to RM12.53 million in the preceding year corresponding quarter.

Cumulative quarter:
For the twelve (12) months ended 31 December 2018, the Property development division's revenue has decreased by RM14.09 million (9.7%) to RM130.81 million as compared to RM144.90 million reported in the previous financial year. Nevertheless, profit before tax has decreased slightly by RM1.03 million (2.1%) to RM47.39 million as compared to RM48.42 million reported in the preceding year corresponding period.

South Africa Investment:
Individual quarter:
For the forth quarter ended 31 December 2018, their property project in South Africa has contributed a lower revenue of RM2.76 million, RM1.34 million (32.7%) lower as compared to RM4.10 million in the preceding year's corresponding quarter. The division reported a small profit of RM0.10 million as compared to profit before tax of RM1.77 million in the preceding year corresponding quarter.

Cumulative quarter:
The South Africa division reported revenue of RM8.40 million and profit before tax of RM0.29 million for twelve (12) months ended 31 December 2018, compared to a revenue of RM24.70 million and profit before tax of RM8.88 million in the preceding year corresponding period. The reduction in both revenue and profit before tax were mainly due to all vacant stands and completed houses were fully sold in 2017.

The Group's revenue in the current quarter has decreased by RM41.34 million (20.3%) to RM162.64 million from the preceding quarter's revenue of RM203.98 million.

Prospects:
The Construction division will continue to contribute significant revenue to the Group on the back of its outstanding order book of RM1.06 billion. Given the uncertainty surrounding global and local economy, the Board anticipates that the business environment in which the Group operates will be challeging for the current financial year.

The Property development division will complete and hand over phase 1 (Block B & C) of Wangsa 9 Residency in the first quarter of 2019 and 'Afforadable Home - Seri Akasia' by end of 2019. The current unbilled sales for this division amounts to RM134.44 million. The Group expects lower revenue contribution from their investment in South Africa in 2018 as all vacant stands and 22 units completed bungalow houses are fully sold.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.22 in 2 months 19 days, total return is 52.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.18 in 8 months 7 days, total return is 48.4%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.00 (dividend RM0.007) in 6 months 23 days, total return is 40.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 13 days, total return is 29.5%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.70 in 1 month 16 days, total return is 21.7%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.0375) in 4 months 21 day, total return is 18.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.43 (dividend RM0.035) in 3 months 17 days, total return is 15.4%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 2 months 9 day, total return is 14.7%

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

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2209750675958341 by date.

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

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

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

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

James Ng

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Labels: MITRA

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