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James的股票投资James Share Investing

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

 

[转贴] [SPRITZER BHD:销售收入减少是由于MCO和CMCO期间的销量大幅下降。这集团90%以上的收入来自瓶装水的销售,瓶装水是消费品,在MCO和CMCO期间需求大幅下降] - James的股票投资James Share Investing

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[SPRITZER BHD:销售收入减少是由于MCO和CMCO期间的销量大幅下降。这集团90%以上的收入来自瓶装水的销售,瓶装水是消费品,在MCO和CMCO期间需求大幅下降]

集团在截至2020年6月30日的本季度录得收入5,440万令吉,较去年同期的9,480万令吉减少43%。集团本季度来自制造业的收入为5140万令吉,比去年同期的9030万令吉减少了43%。同样,在截至2020年6月30日的本季度中,贸易部门的收入从440万令吉减少31%至300万令吉。

截至2020年6月30日止的本年度,集团录得收入1.472亿令吉,较去年同期的1.899亿令吉减少22%。这集团的制造业部门年初至今收入为1.398亿令吉,较去年同期的1.808亿令吉减少了23%。截至2020年6月30日止的年度迄今,贸易部门的收入从890万令吉减少18%至730万令吉。

截至2020年6月30日的本季度和年初至今,这集团的销售收入减少是由于MCO和CMCO期间的销量大幅下降。这集团90%以上的收入来自瓶装水的销售,瓶装水是消费品,在MCO和CMCO期间需求大幅下降。在截至2020年6月30日的当前季度的大部分时间里,大多数酒店,饭店和咖啡馆(“ HORECA”)要么完全关闭营业,要么仅开放供外卖,由于禁止跨州旅行,在严格的条件下许多加油站暂时关闭。学校和其他形式的学习机构已关闭,而社交活动,会议,宗教聚会和体育活动(通常饮用瓶装水被消费的地方)被禁止。此外,在MCO和CMCO期间,人们只能在家中遵守严格的行动限制,所喝的瓶装水要少得多。尽管这集团通过邻里超市的销售得以维持,并且这集团的在线销售有所增长,但其他销售渠道(如HORECA,便利店和大卖场)却由于消费者留在家里而受到了严重影响,销售下降。

其他损益:
截至2020年6月30日的本季度和年初至今,投资收入分别减少42%和48%,这是由于动用了多余的资金来支付购置物业,厂房和设备的费用。

税前利润和部门业绩:
截至2020年6月30日的本季度,集团的制造部门业绩为210万令吉,较去年同期的1130万令吉下降了81%。在截至2020年6月30日的年初至今,制造业部门的业绩为1,570万令吉,较去年同期下降26%。

截至2020年6月30日的本季度,这集团录得税前盈利160万令吉,较去年同期的1070万令吉减少85%,而年初至今的税前利润为1,480万令吉,比去年同期减少29%。

这集团在截至2020年6月30日的当前季度和年初的整体财务绩效下降是由于消费者需求显着下降,并因此导致了COVID-19大流行在MCO和CMCO期间造成的瓶装水销量下降。

QoQ:
截至2020年6月30日的本季度,这集团的收入为5,440万令吉,较截至2020年3月31日的上一个季度的9,280万令吉减少41%,原因是MCO和CMCO期间的销量减少。

截至2020年6月30日的本季度,这集团的税前利润为160万令吉,比截至2020年3月31日的前一季度的1,320万令吉减少88%,这主要是由于销售收入的大幅下降,而固定的间接费用和薪资支出保持不变。尽管本季度业务活动水平低下,但这集团继续按计划全额支付其雇员薪金。

前景:
在2020年第二季度,马来西亚的GDP同比大幅下降至-17.1%。马来西亚国家银行也将其2020年GDP预测从-2.0%和0.5%下调至-5.5%和-3.5%,主要反映出COVID-19大流行的严重程度。

由于健康和经济状况的不确定性以及市场上存在大量瓶装水生产商和众多瓶装水品牌的竞争压力,这集团预计短期内经营环境仍将困难重重。
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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 RM3.64, dividend RM0.052, in 2 years 1 month 26 days, total return is 416.4%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.80 adjusted, dividend RM0.52, in 2 Years 3 months 6 days, total return is 339.2%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.23 adjusted, dividend RM0.055, in 1 Year 4 months 6 days, total return is 276.3%

d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.59, dividend RM0.003, in 1 Year 1 month 13 days, total return is 250.1%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.975, dividend RM0.005, in 4 months 14 days, total return is 176.1%

f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.36, dividend RM0.02, in 8 months 6 days, total return is 142.1%

g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.33, in 5 months 12 days, total return is 73.7%

h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 18 days, total return is 65.2%

i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.285, dividend RM0.0025, in 2 months 19 days, total return is 59.7%

j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.88, in 1 year 8 months 18 days, total return is 53%

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

请订阅James的股票投资James Share Investing的Youtube频道:https://www.youtube.com/c/JamesShareInvesting

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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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[SPRITZER BHD: significant decrease in sales volume during the MCO and CMCO period. The Group derives more than 90% of its revenue from sale of bottled water which is a consumer product where demand had dropped significantly during the MCO and CMCO period]

The Group recorded a revenue of RM54.4 million during the current quarter ended 30 June 2020, which is a 43% decrease from the RM94.8 million recorded in the preceding year corresponding quarter. The Group's current quarter revenue from manufacturing segment of RM51.4 million is a 43% reduction from the RM90.3 million revenue in the preceding year corresponding quarter. Similarly, revenue from trading segment has decreased 31% from RM4.4 million to RM3.0 million in the current quarter ended 30 June 2020.

The Group recorded a revenue of RM147.2 million in the year-to-date ended 30 June 2020, which is a 22% decrease from the RM189.9 million recorded in the same period of the preceding year. The Group's year-to-date revenue from manufacturing segment of RM139.8 million represents a decrease of 23% from RM180.8 million in the same period of the preceding year. Revenue from trading segment decreased 18% from RM8.9 million to RM7.3 million in the year-to-date ended 30 June 2020.

The reduction in the Group's sales revenue in the current quarter and year-to-date ended 30 June 2020 is due to significant decrease in sales volume during the MCO and CMCO period. The Group derives more than 90% of its revenue from sale of bottled water which is a consumer product where demand had dropped significantly during the MCO and CMCO period. During most part of the current quarter ended 30 June 2020, most of the hotel, restaurants and cafes ("HORECA") were either completely closed for business or opened for take away only, many petrol kiosks were temporarily closed as interstate travelling were prohibited except under strict conditions. Schools and other forms of learning institutions were closed, while social activities and events, conferences, religious gatherings and sporting activities, typically where bottled water are consumed were prohibited. In addition, people were confined in their homes to observe the strict movement restrictions during the MCO and CMCO period, consumed significantly less bottled water. Even though the Group's sales via neighbourhood supermarkets managed to sustain and there is increase in online sales for the Group, the drop in sales from other sales channel such as HORECA, convenient stores and hypermarkets had been severely impacted as consumers stayed home.

Other gains and losses:
The reduction of investment revenue of 42% and 48% in the current quarter and year-to-date ended 30 June 2020 respectively, is due to utilisation of excess funds to pay for acquisition of property, plant and equipment.

Profit before tax and segment results:
The Group's manufacturing segment results of RM2.1 million in the current quarter ended 30 June 2020 represents a drop of 81% from the RM11.3 million achieved in the preceding year corresponding quarter. In the year-to-date ended 30 June 2020, the manufacturing segment results of RM15.7 million represents a 26% drop compared to the same period in previous year.

The Group recorded a profit before tax of RM1.6 million during the current quarter ended 30 June 2020, representing an 85% decrease from the RM10.7 million recorded in the preceding year corresponding quarter where as the year-to-date profit before tax of RM14.8 million represents a 29% decrease from the same period in previous year.

The Group's overall drop in financial performance in the current quarter and year-to-date ended 30 June 2020 is due to significant decrease in consumer demand and therefore sales volume of bottled water during the MCO and CMCO period caused by the COVID-19 pandemic.

QoQ:
The Group recorded a revenue of RM54.4 million during the current quarter ended 30 June 2020, which represents a 41% decrease compared to the RM92.8 million recorded in the immediate preceding quarter ended 31 March 2020 due to decreased sales volume during the MCO and CMCO period.

The Group recorded a profit before tax of RM1.6 million during the current quarter ended 30 June 2020, representing an 88% decrease from the RM13.2 million recorded in the immediate preceding quarter ended 31 March 2020 mainly due to significant decrease in sales revenue and where as fixed overheads and pay roll expenses remained rather constant. Despite the low business activities level during the current quarter, the Group continued to pay its employees payroll in full and as scheduled.

Prospects:
The Malaysian GDP has declined sharply to-17.1%, year on year, in the second quarter of 2020. Bank Negara Malaysia has also revised its 2020 GDP forecast downward to between -5.5% and -3.5% from -2.0% and 0.5%, mainly to reflect the severity of the impact of COVID-19 pandemic.

The Group expects the business environment to remain difficult in the short term amidst the great uncertainties in health and economic conditions and the competitive pressures with the presence of a large number of bottled water producers and the numerous bottled water brands in the market.
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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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