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Author: James Ng   |   Latest post: Tue, 24 Nov 2020, 7:30 PM

 

[转贴] [SCIENTEX BHD:随着建筑活动的恢复,森德的工程进度稳定且进度账单强劲] - James的股票投资James Share Investing

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[SCIENTEX BHD:随着建筑活动的恢复,森德的工程进度稳定且进度账单强劲]

截至2020年7月31日的当前财政季度,集团实现收入9.546亿令吉,较去年同期的9.388亿令吉微升1.7%。与营业额的增长一致,集团的营业利润为1.837亿令吉,比去年同期的1.792亿令吉增长了2.5%。

制造业:营业利润为7,110万令吉,比去年同期的6,710万令吉增长6.0%。

物业收入为3.332亿令吉,比去年同期的3.085亿令吉增加8.0%。森德的建筑和房地产开发活动在执行《有条件行动控制令》(“ CMCO”)期间恢复。随着建筑活动的恢复,森德的工程进度稳定且进度账单强劲。因此,该部门在本财政季度的营业利润保持稳定,为1.126亿令吉,而去年同期为1.121亿令吉。

年初至今:
截至2020年7月31日的财政年,集团录得35.2亿令吉的营业额,较上一财政年度的32.5亿令吉增加8.3%。增长来自制造和房地产部门。与本财政年度录得的更高收入一致,营业利润从4亿6180万令吉增至5亿4950万令吉。

本财政年度的制造业收入为25.5亿令吉,比上一年度的23.6亿令吉增加8.2%。该增长主要归因于其新业务收购的全年贡献,该业务收购于2019财政年度的第三和第四季度完成。此后,该集团已成为软塑料包装(“ FPP”)产品的综合制造商,提供各种基础膜和增值包装产品。营业利润从1亿7千5百20万令吉增至2亿5千100万令吉,显着增长43.25%,这主要是由于销量增加,销售组合改善以及生产效率提高。

本财政年度的产业收入为9亿6750万令吉,比上一个财政年度的8亿8960万令吉增加了8.7%。与本财政年度取得的更高销售额一致,营业利润从去年的2亿8650万令吉增至2亿9840万令吉。尽管在行动控制令(“ MCO”)面临挑战和干扰,该集团的房地产部门仍为其柔佛州,马六甲和中部地区的负担得起的住宅项目提供了良好的购买率和稳定的进度帐单。在柔佛的普莱和马六甲的Durian Tunggal启动的新项目对其当前财政年度的业绩做出了积极贡献。

QoQ:
集团在本财政季的收入为9.546亿令吉,而上一个财政季度为7亿7220万令吉。收入的增加主要是由于从上一季度的MCO,恢复其房产部门的业务活动所致,该业务恢复后对本财季产生了积极的贡献。集团报告本财政季的除税前盈利为1.842亿令吉,较上个财政季度的1.064亿令吉有所增加,这归功于制造业和房地产部门。

前景:
制造业:
自MCO实施以来,森德继续遵守当局规定的健康安全要求和标准操作程序。 FPP产品(基于食品和饮料的包装供应链中必不可少的组成部分)的需求继续保持稳定。作为长期战略的一部分,森德将继续提高自身能力,并提高运营效率,以生产更具可持续性的FPP和增值包装产品,以满足其全球客户和国际品牌所有者的需求。

森德将继续严密监控外部发展,并采取积极态度,以减轻风险的影响。总体而言,在没有任何不可预见的情况的情况下,森德预计下一个财政年度将是制造部门表现相对好的一年,主要受FPP产品和加工部门的推动。

产业:
由于联邦和州政府采取了各种举措和计划,根据国家住房议程,人们对可负担住房的需求仍然强劲,因此,该集团继续致力于提供可负担住房。

随着马来西亚国家银行(BNM)多次下调隔夜政策利率(OPR),以及BNM最近发起的设立10亿令吉可负担房屋基金的计划,有望刺激需求并推动可负担房屋领域。因此,森德认为该房屋板块的需求在下一个财政年度相对会高。

森德已于2019年12月完成对位于Tasek Gelugor,槟城和雪兰莪的Ku​​ndang的土地的收购,他们的目标是在下一个财政年度在这两个土地上正式推出首个项目。集团将继续探索和扩大土地储备,包括最新收购马六甲的Jasin土地,预计将从2021年起做出积极贡献。
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James Ng Stock Pick Performance:
Since Recommended Return:

a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.25, dividend RM0.052, in 2 years 1 month 9 days, total return is 361.8%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM48.00 adjusted, dividend RM0.52, in 2 Years 2 months 20 days, total return is 300%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.78 adjusted, dividend RM0.055, in 1 Year 3 months 19 days, total return is 249.4%

d. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.40, dividend RM0.01, in 7 months 19 days, total return is 147.4%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.81, dividend RM0.005, in 3 months 28 days, total return is 129.6%

f. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.34, in 4 months 26 days, total return is 78.9%

g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.71, dividend RM0.015, in 11 months 1 day, total return is 62.9%

h. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.715, dividend RM0.003, in 1 Year 27 days, total return is 57.8%

i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 2 days, total return is 56.9%

j. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.28, in 11 months 28 days, total return is 40%

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超过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

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免责声明:
高波动性投资产品,你的交易存在风险。过往表现不能作为将来业绩指标。内容仅作为分享,讨论以及领域的分析,而非是一种投资建议,买或卖自负。请Like和Share。最终决定永远是你的,谢谢。

James Ng
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[SCIENTEX BHD: With the resumption of construction activities, the Group experience stable construction progress and strong progress billings]

For the current financial quarter ended 31 July 2020, the Group achieved revenue of RM954.6 million, a marginal increase of 1.7% compared to RM938.8 million recorded in the preceding year corresponding quarter. Consistent with the increase in revenue, the Group’s operating profit stood at RM183.7 million, an increase of 2.5% compared to RM179.2 million in the preceding year corresponding quarter.

Manufacturing: Operating profit stood at RM71.1 million, reflecting an increase of 6.0% compared to preceding year corresponding quarter of RM67.1 million.

Property revenue was RM333.2 million, an increase of 8.0% compared to RM308.5 million recorded in the preceding year corresponding quarter. The Group’s construction and property development activities resumed during the implementation of the Conditional Movement Control Order (“CMCO”). With the resumption of construction activities, the Group experience stable construction progress and strong progress billings. Accordingly, property’s operating profit for the current financial quarter remained stable at RM112.6 million as compared with preceding year corresponding quarter of RM112.1 million.

YTD:
For the financial year ended 31 July 2020, the Group recorded higher revenue of RM3.52 billion, an increase of 8.3% compared to the preceding financial year revenue of RM3.25 billion. The increase was contributed by both the manufacturing and property divisions. In line with the higher revenue recorded for current financial year under review, operating profit increased from RM461.8 million to RM549.5 million.

Manufacturing revenue stood at RM2.55 billion for the current financial year, an increase of 8.2% compared to the preceding year of RM2.36 billion. The increase was mainly due to the full year contribution from its new business acquisitions which was completed in the third and fourth quarter of financial year 2019. The Group has since emerged as an integrated manufacturer of flexible plastic packaging (“FPP”) products offering a diverse range of base films and value added packaging products. Operating profit registered a significant 43.25% increase from RM175.2 million to RM251.0 million mainly due to higher sales, better sales mix and production efficiency.

Property revenue stood at RM967.5 million for the current financial year, an increase of 8.7% compared to the preceding financial year of RM889.6 million. In line with the higher sales achieved in current financial year, operating profit increased from RM286.5 million to RM298.4 million for the current financial year. The Group’s property division secured a good takeup rates and stable progress billings for its affordable residential projects offerings in Johor, Melaka and the Central Region, despite facing challenges and disruptions during the Movement Control Order (“MCO”). New projects launched in Pulai, Johor and Durian Tunggal, Melaka, contributed positively to its performance for the current financial year.

QoQ:
The Group’s revenue for the current financial quarter stood at RM954.6 million compared to the preceding financial quarter of RM772.2 million. The increase in revenue was mainly contributed by the resumption of business activities caused by MCO in the preceding quarter for its property division which upon resumption, contributed positively in the current financial quarter. The Group reported a higher profit before taxation of RM184.2 million for the current financial quarter compared to the preceding financial quarter of RM106.4 million, contributed by both the manufacturing and property divisions.

Prospects:
Manufacturing:
The Group continues to adhere to the health safety requirements and Standard Operating Procedures imposed by the authorities since the implementation of the MCO. Demand for FPP products which are essential components in the food and beverages based packaging supply chain continues to see resilient demand. The Group will continue to enhance its capacity and capabilities and tapping better operational efficiencies as part of its longer term strategy to produce more sustainable FPP and value added packaging products to meet the demand of its global customers and international brandowners.

The Group will continue to monitor external developments closely and adopt a pro-active stance as part of its efforts to mitigate the impact from risks. Overall, and barring any unforeseen circumstances, the Group expects the coming financial year to be a relatively resilient year for the manufacturing division, driven mainly by its FPP products and converting segment.

Property:
The Group remains focused on providing affordable homes as demand for such affordable housing remain strong with various initiatives and schemes by the Federal and State Governments providing the impetus for more affordable housing in line with the national housing agenda.

With several Overnight Policy Rate (OPR) cuts by Bank Negara Malaysia (BNM) and the recent BNM’s initiative in setting up a RM1 billion fund for affordable homes, it is expected to boost demand and drive the affordable housing segment. Accordingly, the Group sees that demand for this housing segment to be relatively resilient for the coming financial year.

The Group has completed the acquisitions of its lands in Tasek Gelugor, Penang and Kundang, Selangor in December 2019 and they target to have official first launches in both lands in the coming financial year. The Group will continue to explore and expand its landbanks including its latest acquisition of Jasin land in Melaka which is expected to make positive contributions from 2021 onwards.
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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 over 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: SCIENTX

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Chart Stock Name Last Change Volume 
SCIENTX 11.92 -0.26 (2.13%) 600,700 

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