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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Tue, 16 Jul 2019, 9:20 PM

 

[转贴] [FIAMMA HOLDINGS BHD:East Parc @ Menjalara以及柔佛州Batu Pahat的住宅开发项目以及柔佛州哥打丁宜的住宅和商业开发项目正在进行中,将为这集团收入作出贡献] - James的股票投资James Share Investing

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[FIAMMA HOLDINGS BHD:吉隆坡Bandar Menjalara的服务式公寓(East Parc @ Menjalara)以及柔佛州Batu Pahat的住宅开发项目以及柔佛州哥打丁宜的住宅和商业开发项目正在进行中,将为2019财政年度及未来财政年度的这集团收入作出贡献]

这集团于本财政期间录得较高收入1.5979亿令吉,而去年财政期间则录得1.4844亿令吉。这主要是由于房地产开发部门的贡献增加。因此,这集团于本财政期间录得较高的税前利润(「PBT」)为2014万令吉,而去年财政期间则为1764万令吉。

交易及服务部门于本财政期间录得收入1.3339亿令吉,而去年财政期间则录得1.311亿令吉。因此,该部门于本财政期间录得较高的1860万令吉的PBT,而去年财政期间则为1752万令吉。

物业发展部门于本财政期间录得较高收入2,362万令吉,而去年财政期间则录得1,457万令吉。因此,该部门于本财政期间记录的PBT为63万令吉,而去年同期则为税前亏损114万令吉。

投资控股及物业投资部门于本财政期间录得收入278万令吉及PBT为92万令吉,而去年同期则分别为278万令吉及126万令吉。

这集团录得较低的PBT为904万令吉,而截至2018年12月31日的上一季度为1111万令吉。

前景:
由于国内需求的持续扩张和净出口的正增长,马来西亚经济在2018年第四季度(2018年第三季度:4.4%)增长了4.7%。私营部门支出仍然是国内需求的主要推动力。按消费者价格指数(CPI)的年度百分比变化衡量,总体通胀率在2018年第四季度下降至0.3%(2018年第三季度:0.5%)。整体而言,2018年整体通胀率平均为1.0%(2017年:3.7%),为2009年以来的最低水平。整体通胀率的下降主要是由于运输通胀转为负值(2018年第四季度:-1.2%; 2018年第三季度:3.0%)。商品和服务税(GST)的零%以及销售和服务税(SST)的实施的总体结果继续对本季度的总体通胀产生整体下行影响。

预计马来西亚经济将保持稳定增长,国内需求将成为增长的主要推动力。这集团将继续专注于扩展其现有核心业务。对于贸易和服务部门,Fiamma将继续建立其有效的供应链系统和经过验证的核心竞争力,以保持其产品的市场领导地位。它将继续投资品牌建设和促销活动,以加强和扩大其在马来西亚的各种品牌的家用电器,卫生洁具,厨房和衣柜系统和内置家具,医疗设备和保健产品的分销网络,以及寻找新产品的来源与能和这集团产品和活动协同发展的商业机会。

对于房地产开发部门,吉隆坡Bandar Menjalara的服务式公寓(East Parc @ Menjalara)以及柔佛州Batu Pahat的住宅开发项目以及柔佛州哥打丁宜的住宅和商业开发项目正在进行中,将为2019财政年度及未来财政年度的这集团收入作出贡献。拟议的开发项目一经推出及出售,预计吉隆坡Jalan Yap Kwan Seng及Jalan Sungai Besi的住宅发展项目将为这集团的未来收入作出贡献。
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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 RM1.34 (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/2266313063635435 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/BxyRPIcHQ21

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
-------------------------------
[FIAMMA HOLDINGS BHD: on-going development of service apartments (East Parc @ Menjalara) in Bandar Menjalara, Kuala Lumpur and the residential developments in Batu Pahat, Johor, as well as the completed residential and commercial developments in Kota Tinggi, Johor, will contribute to the Group’s revenue in the financial year 2019 and the coming financial years]

The Group recorded a higher revenue of RM159.79 million in the current financial period compared with RM148.44 million in the preceding year financial period. This was mainly due to higher contribution from property development segment. Consequently, the Group recorded a higher profit before taxation (“PBT”) of RM20.14 million in the current financial period compared with RM17.64 million in the preceding year financial period.

The trading and services segment recorded revenue of RM133.39 million in the current financial period compared with RM131.10 million in the preceding year financial period. Consequently, this segment recorded a higher PBT of RM18.60 million in the current financial period compared with RM17.52 million in the preceding year financial period.

The property development segment recorded a higher revenue of RM23.62 million in the current financial period compared with RM14.57 million in the preceding year financial period. Consequently, this segment recorded PBT of RM0.63 million in the current financial period compared with loss before taxation of RM1.14 million in the preceding year financial period.

The investment holding and property investment segment recorded a revenue of RM2.78 million and PBT of RM0.92 million in the current financial period compared with RM2.78 million and RM1.26 million respectively in the preceding year financial period.

The Group recorded a lower PBT of RM9.04 million compared with RM11.11 million in the previous quarter ended 31 December 2018.

Prospects:
The Malaysian economy grew by 4.7% in the fourth quarter of 2018 (3Q 2018: 4.4%), supported by continued expansion in domestic demand and a positive growth in net exports. Private sector expenditure remained the main driver of domestic demand. Headline inflation, as measured by the annual percentage change in the Consumer Price Index (CPI), declined to 0.3% in the fourth quarter of 2018 (3Q 2018: 0.5%). For 2018 as a whole, headline inflation averaged at 1.0% (2017: 3.7%), its lowest level since 2009. The decline in headline inflation was due mainly to transport inflation turning negative (4Q 2018: -1.2%; 3Q 2018: 3.0%). The combined outcome of the zerorisation of the Goods and Services Tax (GST) and the implementation of the Sales and Services Tax (SST) continued to exert an overall downward impact to headline inflation during the quarter.

The Malaysian economy is expected to remain on a steady growth path with domestic demand as the key driver of growth. The Group will continue to remain focused on expanding its existing core businesses. For the trading and services segment, Fiamma will continue to build on its effective supply chain system and proven core competencies to remain a market leader for its products. It will continue to invest in brand building and promotional activities to strengthen and expand its distribution network in Malaysia for its various brands of home appliances, sanitaryware, kitchen and wardrobe system and built-in furniture, medical devices and healthcare products and source for new products and business opportunities that are in synergy with the Group’s products and activities.

For the property development segment, the on-going development of service apartments (East Parc @ Menjalara) in Bandar Menjalara, Kuala Lumpur and the residential developments in Batu Pahat, Johor, as well as the completed residential and commercial developments in Kota Tinggi, Johor, will contribute to the Group’s revenue in the financial year 2019 and the coming financial years. The proposed residential developments in Jalan Yap Kwan Seng and Jalan Sungai Besi, both in Kuala Lumpur, are expected to contribute to the Group’s future income stream once the proposed developments are launched and sold.
--------------------------------------------------------------------------
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/2266313063635435 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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