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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Wed, 29 Jan 2020, 12:58 PM

 

[转贴] [SCGM BHD:销售组合改善,树脂价格下跌,利息费用减少,外汇收益增加,以及更高的可疑债务追偿额] - James的股票投资James Share Investing

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[SCGM BHD:销售组合改善,树脂价格下跌,利息费用减少,外汇收益增加,以及更高的可疑债务追偿额]

2Q20 vs 2Q19:
由于销售组合改善,树脂价格下跌,利息费用减少,外汇收益增加,以及更高的可疑债务追偿额,本季度的集团税前盈利跃升94.9%至416.8万令吉,而2Q19则为213.9万令吉。集团的净利也从2Q19的165.1万令吉提高到2Q20的403.4万令吉,这是由于利用了资本免税额带来的税收减少。

YTD20 vs YTD19:
集团的税前盈利从之前的365.2万令吉增长74.5%至637.3万令吉,这主要归功于销售组合的改善,原材料成本的降低,外汇收益的增加以及可疑债务的回收率更高。集团的净利从之前的271.4万令吉增加了一倍多至623.3万令吉,这主要是由于利用资本津贴减少了税收支出。

2Q20 vs 1Q20:
集团在20财年第2季度录得416.8万令吉的税前利润,而20财年1季度为220.5万令吉的税前利润,这与较低的原材料价格,较低的利息费用,较高的外汇收益和2Q20收回更多的可疑债务金额。因此,集团在2Q20也取得403.4万令吉的净利润,比上一季度的219.9万令吉高。

前景:
餐饮包装将仍然是其在本地和国际上前进的主要收入驱动力。随着新工厂的投产,SCGM的新增产能将推动这些产品在这些市场上的更多销售。 SCGM还充分意识到了人们日益关注的环境问题和严格的塑料使用法规,并越来越多地采用环保产品来满足必要的要求。

该集团还具有定制产品的能力,这对于满足全球客户不断变化的需求至关重要。这是他们与澳大利亚食品和饮料包装公司签订了为期两年的合同的证明,该合同为澳大利亚食品和饮料包装公司提供了定制的餐盘和沙拉碗。这集团将通过提高自动化程度来提高运营效率,并通过提高新工厂的利用率来实现更好的规模经济,努力将树脂价格的任何不利变动带来的影响降至最低。
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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 RM2.12 (dividend RM0.025) in 1 year 3 months 28 days, total return is 200%

b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.27 in 10 months 20 days, total return is 120.9%

c) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.96 in 3 months 15 days, total return is 111%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.43 (dividend RM0.04) in 1 year 5 months 9 days, total return is 84.9%

e) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.76 (adjusted)(dividend RM0.01) in 6 months 8 days, total return is 65.9%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.37 (dividends RM0.083) in 1 Year 2 months 3 days, total return is 54.3%

g) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.37 in 5 months 10 days, total return is 52.2%

h) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.18 in 11 months 24 days, total return is 47.5%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.66 (dividend RM0.07) in 1 Year 22 days, total return is 36.2%

j) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.018) in 11 months 17 days, total return is 35.5%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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

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

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

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

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

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

James Ng
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[SCGM BHD: better sales mix, reduced resin prices, lower interest expense, higher gain on foreign exchange and higher recovery of doubtful debts]

2Q20 vs 2Q19:
The Group’s profit before tax jumped by 94.9% to RM4.168 million in the quarter under review, versus RM2.139 million profit before tax in 2Q19, due to better sales mix, reduced resin prices, lower interest expense, higher gain on foreign exchange and higher recovery of doubtful debts. The Group’s net profit also improved to RM4.034 million in 2Q20, from RM1.651 million in 2Q19, resulting from lower tax expense from utilisation of capital allowance.

YTD20 vs YTD19:
Group pre-tax profit grew 74.5% to RM6.373 million from RM3.652 million previously, largely due to improved sales mix, lower cost of raw materials, higher gain on foreign exchange and higher recovery of doubtful debts. Group net profit more than doubled to RM6.233 million from RM2.714 million previously, largely due to lower tax expense from utilisation of capital allowance.

2Q20 vs 1Q20:
The Group recorded a profit before tax of RM4.168 million in 2Q20, compared to profit before tax of RM2.205 million in 1Q20, in line with lower raw material prices, lower interest expense, higher gain on foreign exchange and higher amount of doubtful debts recovered in 2Q20. As such, the Group also posted a higher net profit of RM4.034 million in 2Q20, versus a net profit of RM2.199 million in the preceding quarter.

Prospects:
F&B packaging will remain their main revenue driver going forward both locally and internationally. With the new plant now on board, the added capacity enables SCGM to push for more sales of its products in these markets. SCGM is also well aware of rising environmental concerns and stringent regulations governing the use of plastics, and are increasingly introducing environmentally friendly products to adhere to the necessary requirements.

The Group also has the capability to customise products, which is key to fulfilling the varied and ever-changing demands of their customers worldwide. This is demonstrated by their contract win to supply an Australian F&B packaging player with customised meal trays and salad bowls, amongst other products for two years. The Group will strive to minimise the impact from any unfavourable movements in the resin prices by improving operational efficiency through increased automation, and achieving better economies of scale from higher utilisation of the new factory.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

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

James Ng

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Labels: SCGM

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Chart Stock Name Last Change Volume 
SCGM 1.55 +0.01 (0.65%) 130,300 

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