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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Fri, 10 Jul 2020, 10:14 AM

 

[转贴] [SAM ENGINEERING & EQUIPMENT (M) BHD:B787,A320neo,A330,公务机和工业燃气轮机的机壳产品销售增长] - James的股票投资James Share Investing

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[SAM ENGINEERING & EQUIPMENT (M) BHD:B787,A320neo,A330,公务机和工业燃气轮机的机壳产品销售增长]

QoQ:
SAM工程营业额增加了6,890万令吉,是由于航空和设备部门的营业额分别增加了210万令吉和6680万令吉。航空航天业务收入的增长归因于B787,A320neo,A330,公务机和工业燃气轮机的机壳产品销售增长,但B737max机壳产品和A320neo的飞机结构产品销售的下降抵消了这一增长。在设备领域,数据存储和半导体客户的需求激增带来了更高的收入。

集团的税前利润增加了870万令吉,这是由于收入增加导致了设备部门的利润贡献增加了1,040万令吉。然而,尽管收入增加,但航空航天业务的利润贡献却减少了170万令吉。

3Q20 vs 3Q19:
集团收入增加了8810万令吉,这是由于航空和设备部门的收入分别增加了560万令吉和8250万令吉。航空部门的收入增加是由于B787,B737max,A320neo,A330,公务机和工业燃气轮机的机壳产品销售增加,抵消了较旧飞机的机壳产品交付量减少。在设备领域,数据存储和半导体客户需求的增长推动了收入的增长。集团的税前利润增加了980万令吉,这归因于设备部门的收入贡献增加了1,020万令吉。

YTD20 vs YTD19:
集团收入增加了1.258亿令吉,这是由于航空和设备部门的收入分别增加了1,810万令吉和1.077亿令吉。航空航天业务收入的增长归因于A320neo,B737max,B787,A330,公务机和工业燃气轮机的机壳产品销售的增长,以及有利的外汇换算,抵消了较旧飞机项目的机壳产品交付量的减少。在设备领域,数据存储和半导体客户需求的增长以及有利的外汇换算带来了更高的收入。

集团的税前利润较高,为1220万令吉,这归因于航空航天和设备部门的较高利润,分别为340万令吉和880万令吉。航空部门的税前利润增加主要是由于收入增加,生产利用率和工具收入的提高,被不利的销售组合,较高的利息费用以及较高的维修费用所抵销。对于设备部门,较高的利润贡献主要是由于收入增加。

前景:
在半导体和数据存储客户的订单支持下,设备部门的收入不会受到冠状病毒大流行的严重影响。但是,展望未来,预期最终可能会影响。
-----------------------------
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 RM2.34 (dividend RM0.04) in 1 year 8 months 29 days, total return is 232.9%

b) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.54 (adjusted)(dividend RM0.055) in 11 months 9 days, total return is 115.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.67 (dividend RM0.04) in 1 year 10 months 10 days, total return is 115.1%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.12 in 1 year 3 months 21 days, total return is 94.8%

e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividend RM0.148) in 1 Year 7 months 5 days, total return is 52.7%

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
--------------------------------------------------------
[SAM ENGINEERING & EQUIPMENT (M) BHD: increase of sales of casing products for B787, A320neo, A330, business jets and industrial gas turbine]

QoQ:
The increase in Group revenue of RM68.9 million was due to the increase in revenue from the Aerospace and Equipment segments by RM2.1 million and RM66.8 million respectively. The higher revenue from the Aerospace segment was due to the increase of sales of casing products for B787, A320neo, A330, business jets and industrial gas turbine offsetted by decrease in sales of casing products for B737max and aerostructures products for A320neo. For the Equipment segment, the surge in demand from the data storage and semiconductor customers contributed to the higher revenue.

The increase in Group profit before tax of RM8.7 million was attributable to the higher profit contribution from the Equipment segment of RM10.4 million as a result of higher revenue. However, there was a lower profit contribution from Aerospace segment of RM1.7 million despite higher revenue.

3Q20 vs 3Q19:
The increase in Group revenue of RM88.1 million was due to the increase in revenue from the Aerospace and Equipment segments by RM5.6 million and RM82.5 million respectively. The higher revenue from the Aerospace segment was due to the increase of sales of casing products for B787, B737max, A320neo, A330, business jets and industrial gas turbine offsetted by lower deliveries of casing products for older aircraft programs. For the Equipment segment, the increase in demand from the data storage and semiconductor customers contributed to the higher revenue. The increase in Group profit before tax of RM9.8 million was attributable to the higher profit contribution from the Equipment segment of RM10.2 million as a result of higher revenue.

YTD20 vs YTD19:
The increase in Group revenue of RM125.8 million was due to the increase in revenue from the Aerospace and Equipment segments by RM18.1 million and RM107.7 million respectively. The higher revenue from the Aerospace segment was due to the increase of sales of casing products for A320neo, B737max, B787, A330, business jets and industrial gas turbine and favourable foreign exchange translation offsetted by lower deliveries of casing products for older aircraft programs. For the Equipment segment, the increase in demand from the data storage and semiconductor customers and favourable foreign exchange translation contributed to the higher revenue.

The higher Group profit before tax of RM12.2 million was attributable to the higher profit from the Aerospace and Equipment segments of RM3.4 million and RM8.8 million respectively. The higher profit before tax from the Aerospace segment was mainly due to higher revenue, higher production utilisation and tooling income offsetted by unfavourable sales mix, higher interest expenses and higher repair and maintenance expenses. For Equipment segment, the higher profit contribution was mainly due to higher revenue.

Prospects:
Backed by orders from both semiconductor and data storage customers, revenue from the Equipment segment will not be significantly affected by the coronavirus pandemic. However, going forward, it is not possible to anticipate the eventual impact.
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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: SAM

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Chart Stock Name Last Change Volume 
SAM 8.02 +0.02 (0.25%) 49,900 

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