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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Tue, 18 Jun 2019, 9:00 AM

 

[转贴] [FRASER & NEAVE HOLDINGS BHD:随着甜味和不加糖炼乳市场的改善,预计泰国的前景将更好,管理层将增加品牌建设投资,以在本财政年度下半年加强他们的产品组合] - James的股票投资James Share Investing

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[FRASER & NEAVE HOLDINGS BHD:随着甜味和不加糖炼乳市场的改善,预计泰国的前景将更好,管理层将增加品牌建设投资,以在本财政年度下半年加强他们的产品组合]

2Q19 vs 2Q18:
本季度集团收入增长6.9%,由9.596亿令吉增加至10.254亿令吉。集团税前利润从1亿零90万令吉上升32.7%至1.34亿令吉。

F&B Malaysia:
F&B马来西亚当前季度销售额增长了6.5%,其中饮料的贡献被较差的奶罐头销售抵消。强劲的华人新年节日活动和促销活动以及东马市场路线的改善刺激了国内市场的增长,尤其是饮料市场的增长。由于对中东,北非和东盟国家的销售增长,马来西亚出口量在第二季度也有所增长。

F&B泰国:
由于在国内和印度支那市场的所有销售渠道成功执行促销计划,以及Songkran节日季节的更高销售额,F&B泰国收入从4.13亿令吉增长17.1%至4亿8,360万令吉。随着收入增加,泰国F&B的营业利润由6620万令吉增加55.6%至1.03亿令吉,主要是由于:

(i)有利的投入成本;和
(ii)本季度的一次性收入为370万令吉。

YTD19 vs YTD18:
截至2019年3月31日止的上半年集团收入由19.614亿令吉增加3.8%至20.357亿令吉,集团的税前利润由2.16亿令吉增加至2.88亿令吉,增幅为33.3%。

F&B Malaysia:
由于饮料销售额增加,马来西亚F&B销售额增长2.9%。国内饮料市场增长势头强劲,华人农历新年的节日活动更具活力,影响力更大,以及加强和深化市场路线,特别是在东马来西亚。

F&B泰国:
在第二季度强劲增长的帮助下,F&B泰国上半年收入增长了9.5%,达到9.401亿令吉。成功的营销和品牌推广计划,以加深和扩大国内和印度支那市场的销售渠道,以及产能扩张,支持了收入的增长。由于收入增加,净有利包装成本以及上半年的一次性收入达到380万令吉,F&B泰国营业利润增长45.6%至2.022亿令吉。

2Q19 vs 1Q19:
本季度集团收入较上一季度增长1.5%,从10亿1030万令吉至10.254亿令吉。

F&B Malaysia:
F&B马来西亚营业利润下降46.3%至2820万令吉,原因是收入减少,节日季节的贸易促销和营销支出增加,但被净有利包装材料成本抵消。

F&B泰国:
与上一季度相比,F&B泰国收入增长5.9%至4.836亿令吉,这主要归功于国内和印度支那市场的销售成功。由于营销活动的逐步推进,F&B泰国的营业利润增长了3.8%,达到1.03亿令吉,这得益于本季度净有利包装材料成本以及较低的营销支出。

前景:
推迟对含糖饮料征收消费税至2019年7月1日而不是2019年4月1日的初始建议日期将有助于他们更好地管理本财政年度对受影响的产品的类别,并提供更广泛的健康组合选项。

随着甜味和不加糖炼乳市场的改善,预计泰国的前景将更好。然而,管理层将增加品牌建设投资,以在本财政年度下半年加强他们的产品组合。

星狮集团将优先考虑加强其商业策略,路线到市场的执行,加速创新,提高整个业务的运营效率,以实现盈利和可持续增长。管理层还将通过增加他们在新市场的存在,集中力量扩大出口支柱的全球影响力。星狮集团已尽可能以相应的外币风险对冲其核心原料需求。董事会和管理层将继续保持警惕,并探索管理外部环境变化的新增长机会。
-----------------------------
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 RM1.34 (dividend RM0.015) in 9 months 9 days, total return is 89.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 20 days, total return is 64.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.24 in 5 months 5 days, total return is 55%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 4 months 27 days, total return is 29.3%

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 21 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 7 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.705 in 3 months 29 days, total return is 22.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 4 months 21 days, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 6 months 3 days, total return is 11.4%

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/BxwVzyogwxv

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
-------------------------------------------
[FRASER & NEAVE HOLDINGS BHD: The prospects for Thailand are expected to be better, following improvement in both sweetened and unsweetened condensed milk segment, management will increase investment in brand building to strengthen their product portfolio in the second half of the financial year]

2Q19 vs 2Q18:
Group revenue for the current quarter grew by 6.9%, from RM959.6 million to RM1,025.4 million. Group profit before tax rose by 32.7% from RM100.9 million to RM134.0 million.

F&B Malaysia:
F&B Malaysia current quarter sales volume grew by 6.5% with healthy contribution from beverages offset by softer canned milk sales. Strong Chinese New Year festive activations and promotions and improvement in the route-to-market in East Malaysia spurred growth in the domestic market, particularly for beverages. Export volume ex-Malaysia also grew in the 2nd quarter as sales to Middle East, Northern Africa and ASEAN countries are gaining traction.

F&B Thailand:
F&B Thailand revenue grew by 17.1% from RM413.0 million to RM483.6 million due to successful execution of push and pull programs in all sales channels in the domestic and Indochina market and higher sell-in for Songkran festive season. In tandem with higher revenue, operating profit for F&B Thailand increased by 55.6% from RM66.2 million to RM103.0 million mainly as a result of:

(i) favourable input costs; and
(ii) one-off income amounting to RM3.7 million in the current quarter.

YTD19 vs YTD18:
Group revenue for the first half ended 31 March 2019 grew by 3.8% from RM1,961.4 million to RM2,035.7 million and Group profit before tax rose by 33.3% from RM216.0 million to RM288.0 million.

F&B Malaysia:
F&B Malaysia sales volume grew by 2.9% due to higher sales for beverages. Domestic market for beverages gained momentum with more activations and impactful campaigns for the Chinese New Year festive season as well as the strengthening and deepening the route-to-market, especially in East Malaysia.

F&B Thailand:
Aided by stronger growth in the 2nd quarter, F&B Thailand first half year revenue grew by 9.5% to RM940.1 million. Successful marketing and branding initiatives to deepen and widen the sales channel for domestic and Indochina markets, along with capacity expansion, supported the growth in revenue. F&B Thailand operating profit improved by 45.6% to RM202.2 million contributed by higher revenue, net favourable input and packaging costs and one-off income amounting to RM3.8 million in the first half.

2Q19 vs 1Q19:
Current quarter Group revenue grew by 1.5% from RM1,010.3 million to RM1,025.4 million compared to preceding quarter.

F&B Malaysia:
F&B Malaysia operating profit declined by 46.3% to RM28.2 million from lower revenue offset by net favourable input and packaging material costs and higher trade promotions and marketing spend for the festive season.

F&B Thailand:
F&B Thailand revenue increased by 5.9% to RM483.6 million compared to the preceding quarter largely due to successful sales execution in the domestic and Indochina markets. F&B Thailand operating profit improved by 3.8% to RM103.0 million assisted by net favourable input and packaging material cost and lower marketing spend in the current quarter due to phasing of marketing campaigns.

Prospects:
The postponement of the imposition of excise duty on sugar sweetened beverages to 1st July 2019 instead of the initial proposed date of 1st April 2019 would help them better manage the impact on the affected product categories for the financial year and to offer more extensive portfolio of healthier options.

The prospects for Thailand are expected to be better, following improvement in both sweetened and unsweetened condensed milk segment. However, management will increase investment in brand building to strengthen their product portfolio in the second half of the financial year.

The Group will prioritise on strengthening its commercial strategies, route-to-market execution, accelerating innovations and improving operational efficiencies across the business to generate profitable and sustainable growth. The management will also focus efforts on expanding the global reach for the Exports pillar by increasing their presence in new markets. The Group has hedged its core commodity requirements with the corresponding foreign currency exposure wherever possible. The Board and management will continue to be vigilant and to explore new growth opportunities in managing the changes in external environment.
--------------------------------------------------------------------------
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 RM1.34 (dividend RM0.015) in 9 months 9 days, total return is 89.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 20 days, total return is 64.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.24 in 5 months 5 days, total return is 55%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 4 months 27 days, total return is 29.3%

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 21 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 7 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.705 in 3 months 29 days, total return is 22.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 4 months 21 days, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 6 months 3 days, total return is 11.4%

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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