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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Wed, 5 Aug 2020, 9:10 AM

 

[转贴] [ENRA GROUP BHD:盈利增长主要来自化工业务的收入增长以及降低运营成本] - James的股票投资James Share Investing

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[ENRA GROUP BHD:盈利增长主要来自化工业务的收入增长以及降低运营成本]

4Q20 vs 4Q19:
截至2020年3月31日的单个季度(Q4 FY19/20),由于能源服务部和房地产开发部的较高贡献,集团收入增加了5,419万令吉。持续经营业务产生的税前利润(“ PBT”)为229万令吉,相比之下,FY18 / 19财年第四季度的税前亏损为2755万令吉。

地产发展部门的LBT为76万令吉,低于去年同期的991万令吉。能源服务部门在19/20财年最后一个季度的PBT为640万令吉,相比之下,去年同季的亏损为1747万令吉(贸易应收账款减值损失为1526万令吉)。忽略特殊项目,20财年第四季度的盈利增长主要来自化工业务的收入增长以及降低运营成本。

YTD20 vs YTD19:
19/20财年的收入从18/19财年的1.6471亿令吉增加了6,194万令吉,主要来自房地产开发部门,伦敦所有4个单位的销售额达4,843万令吉,能源服务部的贡献略高8%。与上一个财政年度同期相比,集团的PBT增加了3,165万令吉,主要是由于前一年录得的特殊项目,以及能源服务部门的收入增加和运营成本降低。

4Q20 vs 3Q20:
这季度,集团的持续经营业务录得收入从19/20财年第3季度的5088万令吉增加3133万令吉,这季收入为8221万令吉,主要是由于客户要求的化学产品交付量增加。尽管营业收入增加,PBT录得较低,为229万令吉,而前一个季度为332万令吉。

前景:
物业发展:
该部门将保持敏捷和积极主动的策略,以应对Covid 19对房地产市场的影响,包括未来对可负担的有地房产的需求。它将通过一支精干的团队继续提高其运营效率,以发展马来西亚的Q Homes品牌,即将开始进行多个项目。该部门还将继续其在英国Rugby的lifestyle retirement homes的开发,因英国的人口老龄化。

能源服务:
对于能源服务部而言,客户的业务连续性是关键,因此优先考虑有效的资本成本管理和运营支出。该部门期望在20/21财年取得令人满意的结果,尤其是拥有自己的优势油轮,Ratu Enra和Single Point Mooring系统,以进行持续的合同,并继续专注于提供有核心竞争力的整体成本效益解决方案,给日益成本敏感的客户。
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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 RM3.15 (dividend RM0.04) in 1 year 10 months 27 days, total return is 346.2%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM43.84 (adjusted)(dividend RM0.52) in 2 Years 9 days, total return is 265.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.95 (adjusted)(dividend RM0.055) in 1 Year 1 month 8 days, total return is 199.7%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.785 in 1 month 16 days, total return is 121.1%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.68 (dividend RM0.04) in 2 Years 9 days, total return is 116.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.93 in 1 year 5 months 19 days, total return is 61.7%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21 (dividend RM0.188) in 1 Year 9 months 3 days, total return is 50.8%

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。

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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[ENRA GROUP BHD: increased in profitability in Q4FY20 was mainly from increased in revenue recorded by the chemical business together with reduction in operational cost]

4Q20 vs 4Q19:
For the individual quarter ended 31 March 2020 ("Q4 FY19/20"), the Group revenue increased by RM54.19 million due to higher contribution from Energy Services division and Property Development division. The profit before taxation ("PBT") from continuing operations was RM2.29 million as compared to Q4 FY18/19 loss before taxation ("LBT") of RM27.55 million.

The Property Development division recorded a lower LBT of RM0.76 million as compared to LBT of RM9.91 million in the same quarter last year. The Energy Services division recorded a PBT of RM6.40 million in the last quarter of FY19/20 as compared to loss of RM17.47 million (with impairment loss on trade receivables of RM15.26 million) in the same quarter in previous year. Disregard the exceptional item, the increased in profitability in Q4FY20 was mainly from increased in revenue recorded by the chemical business together with reduction in operational cost.

YTD20 vs YTD19:
Revenue for FY19/20 increased by RM61.94 million from RM164.71 million in FY18/19, mainly from Property Development division sales of all 4 flats in London worth of RM48.43 million and slightly higher contribution from Energy Services division by 8%. The Group's PBT turnaround by RM31.65 million as compared to the same period in previous financial year was mainly due to the exceptional items recorded in the previous year apart from the higher revenue and lower operational costs from Energy Services division.

4Q20 vs 3Q20:
For the financial quarter under review, the Group's continuing operations recorded a higher revenue by RM31.33 million from RM50.88 million in Q3FY19/20 to RM82.21million, mainly due to higher delivery of the chemical products as required by customers. Despite the increase in revenue, PBT is recorded lower at RM2.29 million as compared to RM3.32 million in the immediate preceding quarter.

Prospects:
Property Development:
The Division will remain agile and proactive with its strategy in responding to Covid 19’s impact on property market, including the future demand for affordable landed properties. It will continue to improve its operational effectiveness with a lean team to grow the Q Homes brand in Malaysia, starting with several projects in the immediate pipeline. The Division will also continue with its lifestyle retirement homes development in Rugby, the United Kingdom, where the demand for care homes is growing due to the Britain’s ageing population.

Energy Services:
For the Energy Services Division, the business continuity of customers is key, with priority in effective cost management in capital and operating expenditures. The Division is expecting a satisfactory result in FY20/21, especially with the advantage of having its own tanker, Ratu Enra and Single Point Mooring system for ongoing contract and its continued focus on its core competencies to offer overall cost-efficient solutions for its increasingly cost sensitive customers.
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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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