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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] [ANN JOO RESOURCES BHD:国内钢筋价格从2019年第三季度的极低水平恢复了上升势头,并一直持续到2020年初] - James的股票投资James Share Investing

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[ANN JOO RESOURCES BHD:国内钢筋价格从2019年第三季度的极低水平恢复了上升势头,并一直持续到2020年初]

2019年第四季度和2019财年的亏损主要归因于国内售价和供需失衡情况。

QoQ:
与2019年第三季度相比,2019年第四季度的税前亏损有所改善,主要是由于:-

(i)回转了5,491万令吉的存货冲销,以及
(ii)不再需要因应计转拨而产生的其他收入3,799万令吉和利息收入420万令吉。

前景:
国内钢筋价格从2019年第三季度的极低水平恢复了上升势头,并一直持续到2020年初。由于外资钢厂设法引导大量生产的吨位到出口市场,国内市场的供过于求状况在一定程度上得到缓解。在重新宣布选定的大型基础设施和开发项目的复苏之后,市场情绪也有改善的迹象,预计建筑活动最终将加速。

预计中国钢铁消费将受到政府未来积极的财政和货币政策的支持。除影响钢铁行业的外部因素外,安裕资源继续高度重视资产负债表管理以及成本和运营效率。在不断变化的市场环境中,安裕资源将保持弹性和对市场变化的反应能力,并灵活调整其销售组合以主动寻找出口机会。
-----------------------------
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 RM2.02 (dividend RM0.04) in 1 year 7 months 21 days, total return is 188.1%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.53 (dividend RM0.04) in 1 year 9 months 1 day, total return is 97.5%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.93 (adjusted)(dividend RM0.055) in 10 months, total return is 78.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.885 in 1 year 2 months 13 days, total return is 53.9%

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 26 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
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[ANN JOO RESOURCES BHD: The domestic steel bar price regained its rising momentum from an exceptionally low level in 3Q2019 and continued into beginning of 2020]

The losses in 4Q2019 and FY2019 were primarily attributable to selling prices and the supply-demand imbalance situation domestically.

QoQ:
Improvement in loss before tax in 4Q2019 as compared to 3Q2019 was mainly attributable to:-

(i) Reversal of inventories written down of RM54.91 million, and
(ii) Other income arising from the reversal of accrual no longer required of RM37.99 million and interest income of RM4.20 million.

Prospects:
The domestic steel bar price regained its rising momentum from an exceptionally low level in 3Q2019 and continued into beginning of 2020. The oversupply situation in the domestic market was, to some extent, mitigated as a foreign-owned steel mill managed to channel substantial production tonnage to export markets. There are also signs of improvement in market sentiment following the renewed announcements of the revival of selected mega infrastructure and development projects, and construction activities are expected to ramp up eventually.

Chinese steel consumption is expected to be supported by the Government’s proactive fiscal and monetary policies going forward. Apart from the external factors impacting the steel industry, the Group continues to place strong emphasis on balance sheet management as well as on cost and operational efficiency. The Group will remain resilient and responsive to market changes and agile in its sales mix to proactively look out for export opportunities amidst heightened volatile market conditions.
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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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