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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Tue, 25 Jun 2019, 9:01 AM

 

[转贴] [COCOALAND HOLDINGS BHD:自2019年4月1日开始以含饮料包装的形式对含糖饮料制造征收40仙/升的含糖税被视为影响集团饮料业务的另一项发展] - James的股票投资James Share Investing

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[COCOALAND HOLDINGS BHD:自2019年4月1日开始以含饮料包装的形式对含糖饮料制造征收40仙/升的含糖税被视为影响集团饮料业务的另一项发展]

可口食品录得较低的收入为2.537亿令吉,较去年同期的2.659亿令吉减少1,220万令吉或5%。这主要是由于合约制造的饮料部门来自国内和海外市场的业务需求疲软,加上海外市场上cocopie产品的表现乏善可陈。

可口食品的税前利润为3980万令吉,较去年同期的4570万令吉减少13%。下降主要是由于随着对外国劳动力征收政策实施以来成本上升,收入下降,工人和包装材料成本不断上升。

制造部门:
该部门收入减少主要是由于其饮料产品合约制造业务需求疲弱所致。

交易部分:
该部门的收入略微下降,主要是由于海外市场对零食和cocopie产品的需求疲软。税前利润下降主要是由于不利的外汇兑换以及收入下降。

可口食品本季度收入减少到6,130万令吉,较上一季度减少6.48%。这主要是由于对饮料和巧克力产品的需求疲软。

前景:
总体而言,随着行业参与者之间的激烈竞争,外汇变动的波动以及材料价格的上涨,预计国内市场将继续面临挑战。自2019年4月1日开始以含饮料包装的形式对含糖饮料制造征收40仙/升的含糖税被视为影响集团饮料业务的另一项发展。然而,动荡的全球商业环境是另一个主要问题,而它将间接影响出口市场。
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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 RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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 https://web.facebook.com/jamesshareinvest/ 与我联系

1)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

6月22日星期六:AG Hotel Penang, George Town 4份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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: https://www.instagram.com/p/BxoTVagAaKR

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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[COCOALAND HOLDINGS BHD: excise duty or sugary tax at 40 sen per litre on sugary drink manufacturing in the form of ready-to-drink packaging starting 1 April 2019 is seen as another development that will impact on the Group beverage segment]

The Group registered lower revenue of RM253.7 million, a decrease of RM12.2 million or 5% as compared to RM265.9 million in the preceding year’s corresponding period. This was mainly attributable to softer demand for beverage segment of Contract Manufacturing Business from domestic and overseas market coupled with lackluster performance of cocopie products in overseas market.

The Group registered a lower profit before tax of RM39.8 million as compared to same corresponding period of preceding year of RM45.7 million, a decrease of 13%. The decline was mainly attributable to rising labour cost since the implementation of levy policy on foreign workers and escalating packing material costs in tandem with the declining revenue.

Manufacturing segment:
Declining revenue in this segment were principally attributable to sluggish demand for their Contract Manufacturing Business of beverage product.

Trading segment:
Revenue declined marginally in this segment predominantly attributable to softer demand for snack and cocopie products from overseas market. Decline in profit before tax was principally due to unfavourable foreign currencies exchange in tandem with decline in revenue.

The Group recorded lower revenue of RM61.3 million for current quarter, decrease by 6.48% from the immediate preceding quarter. This was mainly due to softer demand for beverage and chocolate products.

Prospects:
Overall, the domestic market is expected to remain challenging with intensifying competition among industry players, volatility of the foreign currency movements and material prices. The imposition of excise duty or sugary tax at 40 sen per litre on sugary drink manufacturing in the form of ready-to-drink packaging starting 1 April 2019 is seen as another development that will impact on the Group beverage segment. Nevertheless, the turbulent global business environment is another major concern whereas it will indirectly affect the export market.
--------------------------------------------------------------------------
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 RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 day, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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 https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2260367727563302 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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: COCOLND

Related Stocks

Chart Stock Name Last Change Volume 
COCOLND 1.81 -0.01 (0.55%) 2,600 

  Be the first to like this.
 
uptrending 刘姥姥带你游花园。。
19/05/2019 6:24 PM
uptrending Maintain BUY with unchanged TP of MYR2.70. Our TP is derived from an unchanged target 18x P/E (+1.5SD from its 5-year mean), based on 2019F’s earnings. We like Cocoaland given resilient demand for its gummy products, generous dividend payouts backed by a sturdy balance sheet, healthy cash flow generation, and proven track record. Strong brand equity in both the domestic and overseas markets should also ensure sustainability of its future earnings.
Source: RHB Securities Research - 28 February 2019
21/05/2019 6:04 AM


 

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