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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Tue, 23 Apr 2019, 3:04 PM

 

[转贴] [PRESS METAL ALUMINIUM HOLDINGS BHD:市场预计铝需求将超过供应] - James的股票投资James Share Investing

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[PRESS METAL ALUMINIUM HOLDINGS BHD:市场预计铝需求将超过供应]

Q4 2018 vs Q4 2017:
集团收入由2017年第四季度的21.3亿令吉增加至2018年第四季度的22.5亿令吉,增加了1.2055亿令吉或5.67%。 2018年第四季度的收入增长主要是由于Leader Universal Aluminium Sdn. Bhd.(后来更名为Press Metal Aluminum Rods Sdn. Bhd.或“PMAR”)于2018年3月30日完成收购。此后,PMAR的收入已合并入集团收入。 2018年第四季度税前利润(“PBT”)增加了123万令吉或0.61%至2.0193亿令吉,主要由PMAR贡献。

Year on year 2018 vs 2017:
集团收入由2017年的81.8亿令吉增加9.8239亿令吉或12.02%至2018年的91.6亿令吉。收入增加主要是由于金属价格上涨以及PMAR收入贡献。 PBT改善了6600万令吉或8.16%,主要是由于PMAR的贡献和年内收到的保险索赔所致。

Q4 2018 vs Q3 2018:
与2018年第三季度前一季度相比,集团PBT在2018年第四季度减少了3923万令吉或16.27%。

前景:
到2019年,由于其固有的优势和关键特性,即坚固,耐用,柔韧,轻质和耐腐蚀,铝的需求预计仍会增加,使其成为各种行业的多功能金属选择。随着美国和中国在贸易谈判中取得一些进展,情绪似乎有所改善。

市场的另一个积极因素是美联储在本财政年度加息的态度有所缓和,因为较高的利率最终会转化为较高的商业成本。由于预期政府将实施经济刺激计划,预计中国需求也将增加。

展望未来,市场预计铝需求将超过供应。因此,铝价应该会有积极的走势。这集团将继续专注于增值贡献,预期将增加其利润,并寻求战略扩张机会。
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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 RM1.24 in 2 months 22 days, total return is 55%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.18 in 8 months 10 days, total return is 48.4%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.985 (dividend RM0.007) in 6 months 26 days, total return is 38.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 1 month 17 days, total return is 31.3%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 16 days, total return is 29.5%

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 24 days, total return is 18.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.46 (dividend RM0.035) in 3 months 20 days, total return is 17.7%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 2 months 12 day, total return is 14.7%

i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.50 (dividends RM0.02) in 5 months 10 days, total return is 6.3%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期: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
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[PRESS METAL ALUMINIUM HOLDINGS BHD: market is expecting aluminium demand to outstrip supply]

Q4 2018 vs Q4 2017:
The Group revenue increased from RM2.13 billion in Q4 2017 to RM2.25 billion in Q4 2018, representing an increase of RM120.55 million or 5.67%. Higher revenue in Q4 2018 was mainly due to the completion of Leader Universal Aluminium Sdn. Bhd. (which has subsequently changed its name to Press Metal Aluminium Rods Sdn. Bhd. or “PMAR”) acquisition on 30 March 2018. PMAR’s revenue has since been consolidated into the Group revenue thereafter. Profit before tax (“PBT”) increased by RM1.23 million or 0.61% to RM201.93 million in Q4 2018 mainly contributed by PMAR.

Year on year 2018 vs 2017:
The Group revenue increased by RM982.39 million or 12.02% from RM8.18 billion in 2017 to RM9.16 billion in 2018. Higher revenue was mainly due to higher metal price and contribution from PMAR’s revenue. PBT improved by RM66.00 million or 8.16% mainly due to the contribution from PMAR and insurance claim received during the year.

Q4 2018 vs Q3 2018:
Compared to the immediate preceding quarter Q3 2018, the Group PBT has decreased by RM39.23 million or 16.27% in Q4 2018.

Prospects:
For 2019, aluminium demand is still expected to increase due to its inherent advantages and key characteristics, i.e. strong, durable, flexible, lightweight and corrosion-resistant, making it a versatile metal of choice for various industries. With the American and the Chinese now having shown some progress in trade negotiations, sentiments appear to have improved.

Another positive factor for the market is the easing of its stand on interest rate hikes by the Federal Reserve for the current financial year, as higher interest rate will eventually translate into higher business cost. Demand from China is also expected to pick up in anticipation of the government implementing stimulus programmes for the economy.

Going forward, market is expecting aluminium demand to outstrip supply. Consequently, aluminium prices should move positively. The Group will continue to focus on value-added contribution, which is expected to increase their margins, and to look out for strategic expansion opportunities.
--------------------------------------------------------------------------
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 RM1.24 in 2 months 22 days, total return is 55%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.18 in 8 months 10 days, total return is 48.4%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.985 (dividend RM0.007) in 6 months 26 days, total return is 38.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 1 month 17 days, total return is 31.3%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 16 days, total return is 29.5%

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 24 days, total return is 18.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.46 (dividend RM0.035) in 3 months 20 days, total return is 17.7%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 2 months 12 day, total return is 14.7%

i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.50 (dividends RM0.02) in 5 months 10 days, total return is 6.3%

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

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

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

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

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