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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Sun, 29 Nov 2020, 8:35 PM

 

[转贴] [HSS ENGINEERS BHD:收入增长归因于新获得的项目,其中包括东海岸铁路线(“ ECRL”)方案设计] - James的股票投资James Share Investing

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[HSS ENGINEERS BHD:收入增长归因于新获得的项目,其中包括东海岸铁路线(“ ECRL”)方案设计和Projek Perintis Sistem Pengangkutan Bus Rapid Transit di 3 Laluan Berkapasiti Tinggi dan Pembinaan Laluan Khas (Busway)]

工程设计:
工程设计收入在本季度增长了17.1%,达到1,520万令吉,而去年同期为1,300万令吉。这主要归因于新获得的项目,其中包括东海岸铁路线(“ ECRL”)方案设计和Projek Perintis Sistem Pengangkutan Bus Rapid Transit di 3 Laluan Berkapasiti Tinggi dan Pembinaan Laluan Khas (Busway)。

施工监理:
建筑监督收入在本期间上升了9.4%至7240万令吉,上年同期为6620万令吉。迄今为止,本财政年度的业绩有所改善,主要是由于SMHB Engineering在本财政期间对整个12个月的业绩进行了合并,而上一年同期仅为9个月。因此,集团在本年度录得更健康的收入表现,达620万令吉。

项目管理:
该部门在本季度和本年度迄今的收入较低,分别为370万令吉和2090万令吉,而去年同期分别为1170万令吉和4590万令吉。

BIM服务:
由于这集团于年内获得新合约,BIM服务继续表现良好。

这集团在本年度录得PAT为110万令吉,而上一年度的税后亏损为1.028亿令吉。

QoQ:
该集团公布季度税前盈利为370万令吉,而上一季度则为140万令吉。净利润率的提高是截至2019年12月31日的季度业绩更好的主要原因。

前景:
水领域即将到来的潜在项目:
联邦政府目前正在考虑实施Sungai Perak Raw Water Transfer Scheme(SPRWTS)项目第一阶段的几种方案,以满足2023年后槟城的原水供应。柔佛州政府寻求新的原水,特别是包括马来西亚依斯干达在内的南部地区未来的用水。最近几个月,已经进行了几次可行性研究和详细设计招标,以确保新的产量。

同时,雪兰莪州正在考虑开发Rasau供水计划以提高该州的产量。值得注意的是,许多州级NRW措施正在实施中,特别是在吉打,吉兰丹,彭亨,沙捞越和沙巴。

通过河外储水在河流下游抽取自来水的最新趋势凸显了解决河流上游段的解决点和面源污染问题的重要性。例子是Sg. Johor and Linggi Off-River Storage schemes目前处于实施的各个阶段。

鉴于污水处理服务的低价,用于污水处理部门的新的主要基本工程可能需要私人资金。目前,仍需要联邦政府提供运营和维护资金,包括通过运营污水处理系统的服务提供商升级以满足更高的废水排放标准和为旧工厂更换资产。 Majlis Air Negara已经考虑了污水和污泥再利用以提高污水处理服务的财务可持续性的建议,但这可能不足以使服务提供商更接近完全成本回收模式。最近在纳闽,柔佛州和森美兰州开展的联合计费计划虽然仍处于实施的初期阶段,但可能会为其他州效仿提供动力,并最终提供额外的资金来改善本国的污水处理基础设施。彭亨州将于2020年开始为约20,000个帐户提供联合账单。为了提高收入,IWK加大了收集未结算账单的力度,其中包括引入了在线支付,移动应用程序和电子账单等新的支付方式。

公共交通领域的前景:
MRT3:
MRT3线全长40公里,其中32公里位于地下,沿途计划有26个车站。

Bayan Lepas LRT (Penang Transportation Master Plan):
拟建的Bayan Lepas LRT线将覆盖29.5公里,构成了该岛的主要南北铁路干线。详细的工程设计预计将于2020年第二季度开始。

古晋轻轨:
古晋轻轨将分阶段开发,以开放经济走廊,这将触发大古晋的发展和壮大,到2030年,这一人口可能估计超过一百万。第一阶段的详细工程设计覆盖了59.7公里从Muara Tuang(哥打萨玛拉罕)到Damai即将开始。该路线将经过28个站点,包括伦巴布,Unimas,Riveria,新邦迪加,Hikmah Exchange,佩特拉再也医院,Bandar Baru Samariang,Sentoria,Sungai Batu和Damai Central。

新山-新加坡捷运系统(RTS):
目前,新山与新加坡之间的连接每天有超过450,000次的出行。 RTS Link每小时每方向最多可搭载10,000名乘客,这意味着在高峰时段额外有60,000名用户穿越堤道,这最终将减少两条链路的拥堵。

KTMB南北货运线:
为了帮助改善客运服务,需要开发一条货运线,以将货运列车从吉隆坡和巴生分公司转移到巴生港。

经常性和长期收入:
目前,本国利用可再生能源(RE)的比例约为2%,政府计划到2025年将这一比例提高到20%。尽管该集团打算加强其在核心竞争力领域的地位,但他们还积极推行计划通过建立经常性收入以及以可再生能源领域为重点的长期收入合同为基础,以与其现有能力互补的方式多样化其收入来源。他们目前正在寻求的一些机会:

-工业工厂的Net Energy Metering(NEM)
-即将举行的大型太阳能(LSS)4招标
-马来西亚的小型水电项目

除此之外,他们还在东盟地区的高增长经济国家中寻求其他马来西亚以外的经常性收入机会(例如太阳能,水资产)。

地域扩张:
菲律宾:
杜特尔特政府认识到关键基础设施需求,目标是在其建造计划下,在基础设施项目上花费1800亿比索。

印度尼西亚:
印度尼西亚拥有2.5亿人口,其中50%以上居住在城市地区,印度尼西亚拥有庞大的国内市场。而且,不断增长的富裕中产阶级支持GDP增长,其中约60%的GDP来自私人消费。佐科威政府2015-2019年计划将基础设施建设资金比上一年同期增加近100亿美元。优先项目包括振兴10个机场,一些火力发电厂和水力发电厂,收费公路,捷运以及新建和升级现有港口。

印度:
根据承诺到2024年在基础设施领域投入100万亿卢比(1.43万亿美元)的宣言,他们了解到政府将目标放在例如高速公路和地铁项目,内陆水道,天然气网格和机场私有化,以在其任职的头几个月中减轻私营部门的投资。
-----------------------------
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 RM2.20 (dividend RM0.04) in 1 year 8 months 17 days, total return is 213.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.63 (dividend RM0.04) in 1 year 9 months 28 days, total return is 110.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.33 (adjusted)(dividend RM0.055) in 10 months 27 days, total return is 102.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.05 in 1 year 3 months 9 days, total return is 82.6%

e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.27 (dividend RM0.148) in 1 Year 6 months 22 days, total return is 52.1%

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
--------------------------------
[HSS ENGINEERS BHD: Revenue rose attributable to the newly secured projects which includes East Coast Rail Line (“ECRL”) scheme design and Projek Perintis Sistem Pengangkutan Bus Rapid Transit di 3 Laluan Berkapasiti Tinggi dan Pembinaan Laluan Khas (Busway)]

Engineering design:
Engineering design revenue rose 17.1% to RM15.2 million for the current quarter as compared to RM13.0 million in the previous year corresponding quarter. This is mainly attributable to the newly secured projects which includes East Coast Rail Line (“ECRL”) scheme design and Projek Perintis Sistem Pengangkutan Bus Rapid Transit di 3 Laluan Berkapasiti Tinggi dan Pembinaan Laluan Khas (Busway).

Construction supervision:
Construction supervision revenue rose 9.4% to RM72.4 million for the current period as compared to RM66.2 million for the same period last year. The improved performance in the current financial year to date was mainly due the consolidation of result of SMHB Engineering for full 12 months’ result in the current financial period as compared to only 9 months’ results in the preceding year’s corresponding period. As a result, the Group had recorded healthier revenue performance by RM6.2 million for the current year.

Project management:
This segment reported lower revenue in the current quarter and year to date of RM3.7 million and RM20.9 million as compared to RM11.7 million and RM45.9 million in the preceding year’s quarter and year to date respectively.

BIM services:
BIM services continued to perform well as the Group has secured new contracts during the year.

The Group recorded PAT of RM1.1 million for current year compared to loss after tax of RM102.8 million for previous year.

QoQ:
The Group posted a quarterly profit before tax of RM3.7 million as compared to the preceding quarter of RM1.4 million. Improved net profit margins was the primary reason for the better performance for the quarter ended 31 December 2019.

Prospects:
Upcoming Potential Projects in the Water Sector:
The federal government is currently looking at several options in carrying out Phase 1 of the Sungai Perak Raw Water Transfer Scheme (SPRWTS) project to meet the raw water supply in Penang post 2023. The Government of Johor, via funding from the Federal Government, is seeking new raw water sources, in particular for future consumption in the southern region including Iskandar Malaysia. Several tenders for feasibility studies and detail design to secure new yields have been called in recent months.

Concurrently, the state of Selangor is considering development of the Rasau water supply scheme to boost yield for the state. It is worth noting that many state-wide NRW measures are in the process of being implemented especially in Kedah, Kelantan, Pahang, Sarawak and Sabah.

Recent trends of tapping raw water at downstream reaches of the river via Off-River Storages highlight the importance of tackling point and non-point pollution issues at the upstream stretches of the river. Examples are Sg. Johor and Linggi Off-River Storage schemes which are at various stages of implementation currently.

New major capital works for the sewerage sector may require private funding in view of the low tariff for sewerage services. Presently there is still a need for funding from the Federal Government for operation and maintenance, including upgrading to meet improved effluent discharge standard and asset replacement for older plants, by the service providers operating the sewerage systems. Proposals for effluent and sludge re-use to increase financial sustainability for the sewerage services have been considered by Majlis Air Negara but this may not be adequate for the service providers to move closer to a full cost recovery model. The recent joint-billing initiatives in Labuan, Johor and Negeri Sembilan whilst still at an early stage of implementation may provide the impetus for other states to follow suit and eventually provide the additional funding to improve the sewerage infrastructure in the country. Joint billing for about 20,000 accounts in Pahang will be introduced in 2020. In tandem with measure to improve revenue, IWK has stepped up efforts to collect unsettled bills including introduction of new payment methods such as online payments, mobile applications and e-bills.

Prospects in the Public Transportation Sector:
MRT3:
MRT3 line will cover 40km in length, 32km of which would be underground with 26 stations planned along the route.

Bayan Lepas LRT (Penang Transportation Master Plan):
The proposed Bayan Lepas LRT line will cover a distance of 29.5 km, forming the main North-South rail backbone on the island. The detailed engineering design is expected to commence in the second quarter quarter of 2020.

Kuching LRT:
Kuching LRT would be developed in stages to open up economic corridors which will trigger the development and growth of Greater Kuching, which could have an estimated population of over a million people by 2030. The detailed engineering design for first phase covering a distance of 59.7km from Muara Tuang (Kota Samarahan) to Damai is expected to commence soon. The alignment will pass through 28 stations including Rembus, Unimas, Riveria, Simpang Tiga, Hikmah Exchange, Petra Jaya Hospital, Bandar Baru Samariang, Sentoria, Sungai Batu and Damai Central.

Johor- Bahru Singapore Rapid Transit System (RTS):
Currently, there are more than 450,000 daily trips between Johor Bahru to Singapore being handled by the existing causeway link and Tuas Second link. The RTS Link will have the capacity to carry up to 10,000 passengers per hour per direction, which translates to an additional capacity of 60,000 users crossing the causeway during peak hours and this will eventually reduce congestion on both links.

KTMB North and South Freight Relief Line:
To assist the enhancement of passenger service, there is a requirement to develop a Freight Relief Line to divert freight trains to Port Klang away from Kuala Lumpur and the Klang Branch.

Recurring and Long Term Income:
Currently, the country taps into renewable energy (RE) about 2 percent, which the Government targets to increase to 20 percent by the year 2025. While the Group intends to reinforce their position in the areas of core competencies, they are also actively pursuing plans to diversify its revenue stream by building recurring income as well as venturing into long term income based contracts focusing on the renewable energy sector, in a manner that is complementary to their existing capabilities. Some of the opportunities that they are currently pursuing:-

-Net Energy Metering (NEM) for industrial factories
-Upcoming Large Scale Solar (LSS) 4 tender
-Small Hydro projects in Malaysia

Further to that, they are also pursuing other recurring income opportunities (eg Solar, Water Assets) out of Malaysia, in high growth economy countries in the ASEAN region.

Geographical Expansion:
Philippines:
Recognizing the nation`s critical infrastructure needs, the Duterte Administration targets to spend $180 billion on infrastructure projects under its Build program.

Indonesia:
With a population of 250 million, over 50% of whom live in urban areas, Indonesia has a large domestic market. And, a growing and affluent middle class supports GDP growth, where approximately 60% of GDP is derived from private consumption. The Jokowi administration’s plan for 2015-2019 increases infrastructure funding compared to the previous period by nearly 10 billion dollars a year. Priority projects include the revitalization of 10 airports, a number of thermal and hydropower plants, toll roads, Mass Rapid Transit and the construction of new and upgrading of existing ports.

India:
In line with the manifesto of pledging to spent Rs 100 trillion ($1.43 trillion) investment in the infrastructure sector by 2024, they understand that the government is targeting low-hanging fruits, such as Highway and Metro projects, inland waterways, natural gas grids and airport privatisation, to give a fillip to private sector investment in the first few months of its tenure.
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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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