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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Thu, 2 Jul 2020, 9:27 AM

 

[转贴] [GD EXPRESS CARRIER BHD:客户的业务运营受到MCO的影响,以及港口和机场的供应链中断,以及MFRS 16租赁评估和调整的影响] - James的股票投资James Share Investing

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[GD EXPRESS CARRIER BHD:客户的业务运营受到MCO的影响,以及港口和机场的供应链中断,以及MFRS 16租赁评估和调整的影响]

3Q20 vs 3Q19:
截至2020年3月31日的当前季度和九个月的集团收入分别比去年同期和截至2019年3月31日的九个月下降了13.2%和9.9%,集团税前利润分别下降了96.9%和48.9%。本季度主要是由于大多数B2B非必需客户的业务运营受到MCO的影响,以及港口和机场的供应链中断,以及MFRS 16租赁评估和调整的影响。

快递服务:
与截至2019年3月31日的同期相比,税前利润下降了37.9%。业绩下降主要是由于2019年冠状病毒“ COVID-19”大流行的爆发,其中大部分B2B非必要客户的业务运营受到MCO的影响,并在2020年3月底影响了快递服务需求。

物流服务:
物流服务部门的收入与截至2019年3月31日的相应季度相比增加了9.7%,税前利润下降了195.0%。在截至2020年3月31日的当前季度中,物流服务部门的业绩下降是由于仓库扩展和维护而产生的费用,以及港口和机场的供应链中断,以及对MFRS 16租赁评估和调整的影响。

物业投资:
截至2020年3月31日的当前季度,税前亏损主要是由于物业维护费用以及大部分设施供内部使用。

3Q20 vs 2Q20:
与上一季度相比,本季度吉运速递的业绩下降,主要是由于大多数B2B非必要客户的业务运营受到MCO的影响,以及港口和机场的供应链中断,以及MFRS 16租赁评估和调整的影响。

快递服务:
本季度税前利润与上一季度相比下降了73.4%,这是由于大部分B2B非必需客户的业务运营受到MCO的影响,以及港口和机场的供应链中断,以及MFRS 16租赁评估的影响。

物流服务:
与截至2019年12月31日的上一个季度相比,本季度物流服务部门产生的收入增长了1.7%,税前亏损增加了611.2%,这是由于仓库扩建和维护而产生的费用,以及港口和机场的供应中断,以及对MFRS 16租赁评估和调整的影响。

物业投资:
截至2020年3月31日的当前季度的税前亏损与2019年12月31日相比增加了2.7%。业绩下降主要是由于建筑屋的维护费用。

前景:
集团这季度的表现受到COVID-19大流行的爆发的极大影响,该大流行自2020年1月以来中断了供应链。政府自2020年3月18日起实施的行动控制令(“ MCO”)影响了经济活动。

由于农历新年长假,该集团拥有越南50%股份的Netco在今年开局缓慢,越南政府自2020年1月起采取了较早的预防措施,以遏制COVID-19的扩散。展望未来,吉运速递需要适应不断变化的商业环境。
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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 RM2.35 (dividend RM0.04) in 1 year 9 months 16 days, total return is 234.3%

b) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.66 (adjusted)(dividend RM0.055) in 11 months 24 days, total return is 122.5%

c) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM26.20 (adjusted)(dividend RM0.32) in 1 Year 10 months 27 days, total return is 118.5%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.68 (dividend RM0.04) in 1 year 10 months 25 days, total return is 116.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.90 in 1 year 4 months 8 days, total return is 56.5%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.24 (dividend RM0.148) in 1 Year 7 months 20 days, total return is 50.2%

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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[GD EXPRESS CARRIER BHD: most of the B2B non-essential customers’ business operation being affected by the MCO and the disruption of the supply chain at the ports and the airports as well as the impact of MFRS 16 Leases assessment and adjustments]

3Q20 vs 3Q19:
Group revenue for the current quarter ended and nine months ended 31 March 2020 increased 13.2% and 9.9% the group profit before tax declined 96.9% and 48.9% as compared to the preceding year corresponding quarter and nine months ended 31 March 2019. Decline in performance for the current quarter under review mainly due to most of the B2B non-essential customers’ business operation being affected by the MCO and the disruption of the supply chain at the ports and the airports as well as the impact of MFRS 16 Leases assessment and adjustments.

Courier Services:
The profit before taxation declined 37.9% as compared to the corresponding quarter ended 31 March 2019. Declined in performance mainly due to the outbreaks of Coronavirus disease 2019 “COVID-19” pandemic, in which most of the B2B non-essential customers’ business operation being affected by the MCO and impacted the demand of express services towards end of March 2020.

Logistics Services:
The revenue reported in the logistics services segment increased 9.7%, and the profit before taxation reported declined 195.0% as compared to the corresponding quarter ended 31 March 2019. Declined in performance in logistics services segment in the current quarter ended 31 March 2020 under review was mainly due to expenses incurred for warehouse expansion and maintenance and the disruption of the supply chain at the ports and the airports as well as impact on MFRS 16 Leases assessment and adjustments.

Property Investment:
Loss before taxation for the current quarter ended 31 March 2020 under review mainly due to expenses incurred for property maintenance and most of the facilities are for internal usage.

3Q20 vs 2Q20:
Decline in Group performance for the current quarter under review as compared to the preceding quarter, mainly due to most of the B2B non-essential customers’ business operation being affected by the MCO and the disruption of the supply chain at the ports and the airports as well as the impact of MFRS 16 Leases assessment and adjustments.

Courier Services:
The profit before tax reported for this quarter declined 73.4% as compared to the immediate preceding quarter, due to most of the B2B non-essential customers’ business operation being affected by the MCO and the disruption of the supply chain at the ports and the airports as well as the impact of MFRS 16 Leases assessment.

Logistics Services:
The revenue generated from logistics services segment for the current quarter under review increased 1.7% and the loss before taxation increased 611.2% as compared to the immediate preceding quarter ended 31 December 2019 due to expenses incurred for warehouse expansion and maintenance and the disruption of the supply chain at the ports and the airports as well as impact on MFRS 16 Leases assessment and adjustments.

Property Investment:
The loss before tax for the current quarter ended 31 March 2020 increased 2.7% as compared to 31 December 2019. Declined in performance mainly due to expenses incurred for building maintenance.

Prospects:
The Group’s performance for the quarter under review was greatly influenced by the outbreak of COVID-19 pandemic which sees the disruption of supply chain since January 2020. The Movement Control Order (“MCO”) imposed by the Government since 18 March 2020 has impacted economic activities.

The Group’s 50% owned Netco in Vietnam had a slow start for the year due to long Lunar New Year break and the Vietnamese Government took an earlier precautionary measures since January 2020 to contain the spread of COVID-19. Going forward, the Group need to adjust to the evolving business environment.
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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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