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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Mon, 13 Jul 2020, 9:39 AM

 

[转贴] [MMC CORP BHD:KVMRT- SSP线进度较低,马来西亚北港(“ NMB”)的处理量较低,而物流服务(Kontena Nasional Berhad(“ KNB”))的贡献较低] - James的股票投资James Share Investing

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[MMC CORP BHD:KVMRT- SSP线进度较低,马来西亚北港(“ NMB”)的处理量较低,而物流服务(Kontena Nasional Berhad(“ KNB”))的贡献较低]

截至2020年3月31日的财政期间,这集团录得收入10.868亿令吉,较截至2019年3月31日的相应财政期间的11.432亿令吉减少4.9%,这是由于KVMRT- SSP线进度较低,马来西亚北港(“ NMB”)的处理量较低,而物流服务(Kontena Nasional Berhad(“ KNB”))的贡献较低。截至2019年3月31日止的财政期间,集团的Profit before zakat and taxation增加至1.148亿令吉,相比之下去年为8850万令吉。这被NMB和KNB的较低贡献所抵消。

港口与物流:
NMB处理的交易量减少和KNB的贡献减少抵消了较高的收入。部门的Profit before zakat and taxation增加了1880万令吉,至1亿2270万令吉,而截至2019年3月31日的相应财政期间则为1.039亿令吉。

能源与公用事业:
部门的Profit before zakat and taxation增长至4140万令吉,而截至2019年3月31日的相应财政期间报告的利润为3150万令吉。

工程:
该部门录得收入2.644亿令吉,较截至2019年3月31日的相应财政期间报告的3.379亿令吉减少21.8%,这是由于KVMRT-SSP线地下的工作进度降低。该部门的Profit before zakat and taxation从截至2019年3月31日的相应财政期间报告的4,940万令吉增长23.5%至6,100万令吉。

投资控股,企业及其他:
该部门录得收入2180万令吉,较截至2019年3月31日的相应财政期间的2500万令吉减少12.8%,原因是士乃机场的客运和货运量减少。由于士乃机场的贡献减少及其他营运开支增加,该部门的Loss before zakat and taxation增加了1,300万令吉,至1.104亿令吉,而截至2019年3月31日的相应财政期间则报9,740万令吉。

QoQ:
由于双轨项目没有拨回拨备,NMB和KNB的处理量减少以及本季度联营公司的贡献减少,本季度这集团的Profit before zakat and taxation减少了7740万令吉,而上一季度为1.922亿令吉。

前景:
鉴于COVID-19大流行引起的全球经济萎缩,这集团意识到2020财政年度会有充满挑战的商业环境。全世界政府为遏制COVID-19大流行采取的措施影响了全球经济活动,专家预计其绩效将受到影响,其程度将取决于病毒爆发的严重程度和持续时间。

在全球集装箱运量前景不确定的情况下,港口和物流部门将专注于资源优化。董事会预计中短期内仍将面临充满挑战的环境。董事会将继续严密监视局势,并专注于资源优化,以根据充满挑战的经济前景降低其运营成本。
-----------------------------
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 9 months 10 days, total return is 232.9%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) in 1 year 10 months 19 days, total return is 120.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.57 (adjusted)(dividend RM0.055) in 11 months 18 days, total return is 117.1%

d) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM23.64 (adjusted)(dividend RM0.32) in 1 Year 10 months 21 days, total return is 97.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 30 days, total return is 79.1%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) in 1 Year 7 months 14 days, total return is 48.9%

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。

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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[MMC CORP BHD: lower work progress from underground work packages for KVMRT-SSP Line, lower volume handled at Northport Malaysia Berhad (“NMB”) and lower contribution from logistics services (Kontena Nasional Berhad (“KNB”))]

For the financial period ended 31 March 2020, the Group recorded RM1,086.8 million in revenue, a 4.9% decrease from RM1,143.2 million reported in the corresponding financial period ended 31 March 2019 due to lower work progress from underground work packages for KVMRT-SSP Line, lower volume handled at Northport Malaysia Berhad (“NMB”) and lower contribution from logistics services (Kontena Nasional Berhad (“KNB”)). The Group’s Profit before zakat and taxation increased to RM114.8 million compared with RM88.5 million reported in the corresponding financial period ended 31 March 2019. This was offset with lower contribution from NMB and KNB.

Ports & Logistics:
Higher revenue was offset by lower volume handled at NMB and lower contribution from KNB. The segment recorded higher Profit before zakat and taxation by RM18.8 million to RM122.7 million compared with RM103.9 million reported in the corresponding financial period ended 31 March 2019.

Energy & Utilities:
The segment recorded increase in Profit before zakat and taxation to RM41.4 million compared with RM31.5 million reported in the corresponding financial period ended 31 March 2019.

Engineering:
The segment recorded revenue of RM264.4 million, a decrease of 21.8% compared with RM337.9 million reported in the corresponding financial period ended 31 March 2019 due to lower work progress from underground work packages for KVMRT-SSP Line. The segment recorded increase of 23.5% in Profit before zakat and taxation to RM61.0 million from RM49.4 million reported in the corresponding financial period ended 31 March 2019.

Investment Holding, Corporate & Others:
The segment recorded revenue of RM21.8 million, a decrease of 12.8% compared with RM25.0 million reported in the corresponding financial period ended 31 March 2019 due to lower passenger and cargo volumes at Senai Airport. The segment recorded higher Loss before zakat and taxation by RM13.0 million to RM110.4 million compared with RM97.4 million reported in the corresponding financial period ended 31 March 2019 due to lower contribution from Senai Airport and higher other operating expenses.

QoQ:
The Group recorded lower Profit before zakat and taxation by RM77.4 million in the current quarter compared with RM192.2 million in the immediate preceding quarter due to no reversal of provision at Double Track project, lower volume handled at NMB and KNB, and lower contribution from associates.

Prospects:
The Group is cognizant of the challenging business environment in financial year 2020 in view of the global economic contraction arising from the COVID-19 pandemic. Measures taken by the governments all over the world to contain the COVID-19 pandemic have affected global economic activity and the Group expects their performance to be affected, the extent of which will depend on the severity and duration of the outbreak.

The Port and Logistics division will focus on resource optimization amid the uncertainty in the global container volume outlook. The Board anticipates the challenging environment to remain in the short to medium term. The Board will continue to monitor the situation closely and to focus on resource optimization to reduce its operating cost in line with the challenging economic outlook.
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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: MMCCORP

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Chart Stock Name Last Change Volume 
MMCCORP 0.745 -0.015 (1.97%) 2,015,600 

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