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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Sat, 30 May 2020, 9:37 PM

 

[转贴] [SCGM BHD:投入了100万令吉的资本支出,购买了用于生产2种类型的医护人员面罩和口罩的新机器;自2020年2月起,这集团通过重新利用一条现有生产线并购买3台超声波封口机,开始生产和供应两种类型的医用面罩] - James的股票投资James Share Investing

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[SCGM BHD:投入了100万令吉的资本支出,购买了用于生产2种类型的医护人员面罩和口罩的新机器;自2020年2月起,这集团通过重新利用一条现有生产线并购买3台超声波封口机,开始生产和供应两种类型的医用面罩]

3Q20 vs 3Q19:
由于集团加强了营销计划以拓展新的海外市场,出口销售从19年第3季度的1932.6万令吉增长1.5%至1960.7万令吉,部分缓解了收入下降,从而导致出口收入贡献增加,从19年第三季度的35%增至38%。

尽管在20Q3录得较低的收入,但由于销售组合改善,树脂价格下降和利息支出减少,集团在本季度的税前盈利跳升817.6%至363.8万令吉,而3Q19的税前亏损为50.7万令吉。集团的净利也从19年第3季度的69万4千令吉亏损大幅上升至3Q20的418.1万令吉利润,这是由于部分利用了去年的资本津贴和结转的再投资津贴。

YTD20 vs YTD19:
集团的税前盈利从先前的314.5万令吉大幅提高218.3%至1001.1万令吉,这主要归因于销售组合的改善,原材料成本的降低,利息费用的降低以及先前为呆账计提的准备金的债务回收率的提高。该集团的净利润从之前的202万令吉,增长了5倍,至1041.4万令吉,这主要是由于部分利用了去年的资本津贴和结转的再投资津贴。

3Q20 vs 2Q20:
集团指出,20财年第3季度的净利润为418.1万令吉,较上一季度的403.4万令吉增加3.6%,这主要是由于部分利用了去年的资本津贴和结转的再投资津贴。

前景:
为了满足对一线医疗专业人员的健康和安全日益增长的关注,SCGM通过开发,生产和向医务人员提供保护设备(即为整个马来西亚的医院和医疗中心提供医疗面罩和口罩)来扩展其产品组合。

集团重新调整了现有生产线的用途,并投入了100万令吉的资本支出,购买了用于生产2种类型的医护人员面罩和口罩的新机器。自2020年2月起,这集团通过重新利用一条现有生产线并购买3台超声波封口机,开始生产和供应两种类型的医用面罩。预期对医疗面罩的需求会增加,SCGM将购买另外两台超声波封口机。迄今为止,该集团已实现了290万令吉的医疗面罩销售。

此外,SCGM将购买新设备生产口罩,预计将于2020年4月运抵。自2020年3月起,集团已将其在雪兰莪Telok Panglima Garang的生产与总部在柔佛州古来的生产完全合并。这使SCGM可以享受更好的规模经济并实现每个工人更高的产出。 SCGM将继续尽最大努力满足其客户对基本产品的所有包装需求。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.81 (dividend RM0.04) in 1 year 7 months 19 days, total return is 158.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.50 (dividend RM0.04) in 1 year 8 months 30 days, total return is 93.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.94 (adjusted)(dividend RM0.055) in 9 months 29 days, total return is 79.3%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.76 in 1 year 2 months 11 days, total return is 32.2%

e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.90 (dividend RM0.148) in 1 Year 5 months 24 days, total return is 28.8%

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。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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
-------------------
[SCGM BHD: The Group repurposed its existing production line and invested RM1.0 million in capital expenditure to purchase new machineries for the production of 2 types of face shields and face mask for medical personnel; since February 2020, the Group commenced production and supply of two types of medical face shields by repurposing one existing production line and purchasing 3 units of ultrasonic sealing machines]

3Q20 vs 3Q19:
Revenue decline was partly mitigated by the 1.5% increase in export sales to RM19.607 million from RM19.326 million in 3Q19, as a result of the Group’s intensive marketing programme to expand into new overseas markets, thus resulting in increase of export revenue contribution to 38%, from the previous 35% in 3Q19.

Despite registering a lower revenue in 3Q20, the Group’s profit before tax jumped 817.6% to RM3.638 million in the quarter under review versus RM0.507 million loss before tax in 3Q19 due to better sales mix, reduced resin prices and lower interest expense. The Group’s net profit also improved significantly to RM4.181 million in 3Q20 from RM0.694 million net loss in 3Q19 due to partial utilisation of last year’s capital allowance and reinvestment allowance brought forward.

YTD20 vs YTD19:
Group pre-tax profit significantly improved by 218.3% to RM10.011 million from RM3.145 million previously, largely due to improved sales mix, lower cost of raw materials, lower interest expense and higher recovery of debts previously provided with allowance for doubtful debts. The Group’s net profit rose more than 5-fold to RM10.414 million from RM2.020 million previously, largely due to the partly utilisation of last year’s capital allowance and reinvestment allowance brought forward.

3Q20 vs 2Q20:
The Group noted 3.6% higher net profit of RM4.181 million in 3Q20 versus a net profit of RM4.034 million in the preceding quarter, largely due to partial utilisation of last year’s capital allowance and reinvestment allowance brought forward.

Prospects:
In line with the growing concern over the health and safety of their frontline healthcare professionals, SCGM expanded its product portfolio by developing, producing and supplying medical personnel with protective equipment, i.e. medical face shields and face masks to hospitals and medical centres throughout Malaysia.

The Group repurposed its existing production line and invested RM1.0 million in capital expenditure to purchase new machineries for the production of 2 types of face shields and face mask for medical personnel. Since February 2020, the Group commenced production and supply of two types of medical face shields by repurposing one existing production line and purchasing 3 units of ultrasonic sealing machines. In anticipation of higher demand for medical face shields, SCGM will purchase additional two ultrasonic sealing machines. To date, the Group has delivered RM2.9 million sales of medical face shields.

Additionally, SCGM will purchase new machinery for the production of face masks, which is expected to arrive in April 2020. Since March 2020, the Group had fully consolidated its production in Telok Panglima Garang, Selangor with the headquarters’ production in Kulai, Johor, which enables SCGM to enjoy better economies of scale and achieve higher output per worker. SCGM will continue to do its best in fulfilling all its customers’ packaging needs of essential products.
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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 1.82 -0.03 (1.62%) 5,066,000 

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