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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Fri, 19 Jul 2019, 9:50 AM

 

[转贴] [CAN-ONE BHD:缅甸的两家新工厂于2019年第一季度开始运营。由于这是一个新项目,冠旺只能预计这两家工厂在开业后4至5年内会做出积极贡献] - James的股票投资James Share Investing

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[CAN-ONE BHD:缅甸的两家新工厂于2019年第一季度开始运营。由于这是一个新项目,冠旺只能预计这两家工厂在开业后4至5年内会做出积极贡献]

1Q19 vs 1Q18:
集团的收入从2018年第一季度的3.105亿令吉增加至2019年第一季度的4.062亿令吉。税前利润和税后利润从2018年第一季度的1590万令吉和1140万令吉增加至2019年第一季度分别为2.613亿令吉和2.563亿令吉。税前利润增加主要是由于收购KJCF股份所产生的好议价收购抵销了KJCF之前持有的股权的重新计量损失。 2019年第一季度的购买收益在估值过程完成后可能会进行修订。

通用包装部门:
2019年第一季度,通用包装部门的总收入为2.002亿令吉,比2018年第一季度的1.236亿令吉增加了7,660万令吉。收入增加主要是由于首次整合KJCF集团通用包装部门的收入以及现有锡罐部门的销售额增加。

合同制造部门:
合同制造部门的收入在2019年第一季度增长了3130万令吉,达到2.516亿令吉,而2018年第一季度为2.203亿令吉,主要是食用油的合同包装。与2018年第一季度相比,2019年第一季度的税前利润增加了520万令吉至1,850万令吉,主要是由于销售增长以及销售组合和有利的外汇兑换抵消了增加的营业费用。

交易部门:
2019年第一季度,交易部门的收入增加了1,350万令吉至4,950万令吉,而2018年第一季度则为3,600万令吉,主要是由于交易活动增加以及KJCF贸易部门的首次整合。与上述增长相一致,本季度的税前利润增长了RM70万至RM130万。

对联营公司的投资:
冠旺权益将KJCF的业绩计入32.9%股权,相当于本季度亏损(扣除税项)340万令吉,而2018年第一季的盈利(税后)为350万令吉。

1Q19 vs 4Q18:
收入从上一季度的3.226亿令吉增加至本季度的4.062亿令吉。在本季度,税前利润增加了2.446亿令吉,达到2.613亿令吉。税前利润增加主要是由于收购KJCF股份所产生的议价购买收益,抵销了重置KJCF之先前股权之亏损。

通用包装部门:
通用包装部门的收入从2018年第四季度的1.439亿令吉增加至2019年第一季度的2.002亿令吉,增加了5,630万令吉,主要是由于首次整合KJCF通用包装部门的收入。

合同制造部门:
2019年第一季度,合同制造部门的收入增加了3740万令吉,达到2.516亿令吉。随着销售增长和销售组合,税前利润从2018年第四季度的1580万令吉增加到2019年第一季度的RM1850万,增加了270万令吉。

交易部门:
交易部门从2018年第四季度的4580万令吉增加到2019年第一季度的4950万令吉,增加了370万令吉,这主要是由于糖交易以及KJCF交易部门收入的首次合并抵消树脂交易减少。 2019年第一季度税前利润同比增加50万令吉至130万令吉。

对联营公司的投资:
冠旺权益占KJCF的32.9%股权结果,相当于本季度亏损(扣除税项)340万令吉,而上一季度亏损(扣除税项)为80万令吉。

前景:
缅甸的两家新工厂于2019年第一季度开始运营。由于这是一个新项目,冠旺只能预计这两家工厂在开业后4至5年内会做出积极贡献。展望未来,管理层对2019年业绩改善持谨慎乐观态度。
-----------------------------
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 RM1.28 (dividend RM0.015) in 9 months 23 days, total return is 81.1%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 in 11 months 3 days, total return is 63.5%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.27 in 5 months 19 days, total return is 58.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.39 (dividend RM0.0825) in 7 months 21 days, total return is 30.8%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.73 in 4 months 15 days, total return is 27%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.21 (dividend RM0.008) in 5 months 12 days, total return is 26.2%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.75 (dividends RM0.03) in 8 months 5 day, total return is 24.5%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.41 (dividend RM0.035) in 6 months 17 days, total return is 13.8%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.95 in 5 months 5 day, total return is 11.8%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.69 in 2 months 11 days, total return is 9%

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

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

9月7日星期六:Hotel Sri Petaling, KL

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

9月8日星期日:Hotel Sri Petaling, KL 3份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

7月21日星期日:Hotel Sri Petaling, KL 3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/2272952129638195 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/ByUJP-Unxru

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
-------------------
[CAN-ONE BHD: The 2 new plants in Myanmar commenced operations in the first quarter of 2019, since this is a green field project, the Group can only anticipate positive contribution from these 2 plants in 4 to 5 years from their commencement of operation]

1Q19 vs 1Q18:
The Group’s revenue increased from RM310.5 million in Q1, 2018 to RM406.2 million in Q1, 2019. Profit before taxation and profit after taxation increased from RM15.9 million and RM11.4 million in Q1, 2018 to RM261.3 million and RM256.3 million respectively in Q1, 2019. Increase in profit before taxation was mainly due to bargain purchase arising from the acquisition of KJCF shares offset against loss on remeasurement of previously equity interest held in KJCF. The bargain purchase gain recorded in Q1, 2019 was subject to revision upon the completion of the valuation process.

General Packaging division:
General Packaging division generated total revenue of RM200.2 million in Q1, 2019, an increase of RM76.6 million from RM123.6 million in Q1, 2018. Revenue increased mainly due to first time consolidation of the revenue of KJCF Group's General Packaging division as well as increase in sales of existing Tin Cans segment.

Contract Manufacturing division:
Revenue in Contract Manufacturing division grew by RM31.3 million to RM251.6 million in Q1, 2019 compared to RM220.3 million in Q1, 2018 contributed mainly by contract packing for edible oils. Compared to Q1, 2018, profit before taxation of Q1, 2019 increased by RM5.2 million to RM18.5 million mainly due to sales growth as well as sales mix and favourable foreign currency exchange offset against increased operating expenses.

Trading division:
Revenue of Trading division increased by RM13.5 million to RM49.5 million in Q1, 2019 compared to RM36.0 million in Q1, 2018, mainly due to increased trading activity and first time consolidation of KJCF Trading division. In tandem with the said increase, profit before taxation in the current quarter under review grew by RM0.7 million to RM1.3 million.

Investment in associate:
The Group equity accounted the results of KJCF at 32.9% equity interest, amounting to loss (net of tax) of RM3.4 million in the current quarter compared to profit (net of tax) of RM3.5 million in Q1, 2018.

1Q19 vs 4Q18:
Revenue increased from RM322.6 million in the immediate preceding quarter to RM406.2 million in the current quarter under review. Profit before taxation increased by RM244.6 million to RM261.3 million in the current quarter under review. The increase in profit before taxation was mainly due to bargain purchase gain arising from the acquisition of KJCF shares offset against loss on remeasurement of previously equity interest held in KJCF.

General Packaging division:
Revenue of General Packaging division increased by RM56.3 million from RM143.9 million in Q4, 2018 to RM200.2 million in Q1, 2019 mainly due to first time consolidation of the revenue of KJCF's General Packaging division.

Contract Manufacturing division:
Revenue of Contract Manufacturing division increased by RM37.4 million to RM251.6 million in Q1, 2019. In tandem with sales growth and sales mix, profit before taxation increased by RM2.7 million from RM15.8 million in Q4, 2018 to RM18.5 million in Q1, 2019.

Trading division:
Trading division recorded an increase in turn over of RM3.7 million from RM45.8 million in Q4, 2018 to RM49.5 million in Q1, 2019 mainly due to trading in sugar and first time consolidation of the revenue of KJCF's Trading division offset against decrease in trading of resin. Profit before taxation increased in tandem by RM0.5 million to RM1.3 million in Q1, 2019.

Investment in associate:
The Group equity accounted the results of KJCF at 32.9% equity interest, amounting to loss (net of tax) of RM3.4 million in the current quarter compared to loss (net of tax) of RM0.8 million in last quarter.

Prospects:
The 2 new plants in Myanmar commenced operations in the first quarter of 2019. Since this is a green field project, the Group can only anticipate positive contribution from these 2 plants in 4 to 5 years from their commencement of operation. Looking ahead, the Management is cautiously optimistic that the results would improve in 2019.
--------------------------------------------------------------------------
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 RM1.28 (dividend RM0.015) in 9 months 23 days, total return is 81.1%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 in 11 months 3 days, total return is 63.5%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.27 in 5 months 19 days, total return is 58.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.39 (dividend RM0.0825) in 7 months 21 days, total return is 30.8%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.73 in 4 months 15 days, total return is 27%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.21 (dividend RM0.008) in 5 months 12 days, total return is 26.2%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.75 (dividends RM0.03) in 8 months 5 day, total return is 24.5%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.41 (dividend RM0.035) in 6 months 17 days, total return is 13.8%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.95 in 5 months 5 day, total return is 11.8%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.69 in 2 months 11 days, total return is 9%

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/2272952129638195 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: CANONE

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