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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Tue, 19 Nov 2019, 9:18 PM

 

[转贴] [NESTLE MALAYSIA BHD:看到马来西亚对其品牌的需求强劲,他们制定了强有力的计划,以继续实现可持续和有利可图的增长] - James的股票投资James Share Investing

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[NESTLE MALAYSIA BHD:看到马来西亚对其品牌的需求强劲,他们制定了强有力的计划,以继续实现可持续和有利可图的增长]

1Q19 vs 1Q18:
截至2019年3月31日止的第一季度,这集团营业额增加1.6%至14.5亿令吉。考虑到2019年1月1日剥离冷冻乳制品业务,这意味着同比增长3.2%。本季度国内销售强劲增长4.9%推动营业额,这是由于春节期间强劲的销售势头所推动。

营业利润从3.03亿令吉增加6%至3.22亿令吉。由于市场营销和促销支出的逐步减少以及整个供应链的效率提升,这集团的营业费用降低。因此,税前利润从2.95亿令吉增长6.1%至3.13亿令吉,反映出强劲的盈利表现,即使与2018年的第一季度相比也是如此。

1Q19 vs 4Q18:
第一季度,集团的营业额为14.5亿令吉,比2018年第四季度增加7.8%。这一强劲增长的动力来自节日期间有影响力的营销和推广活动。这也部分解释了他们的业务季节性,因为春节期间的强劲销售导致了第一季度的高营业额。这集团将营业利润增加1.32亿令吉(+ 69.4%)至3.22亿令吉及税前利润增加1.33亿令吉(增加73.8%)至3.13亿令吉。主要原因是营销投资和促销支出的正常减少(第四季度更高)。

前景:
他们看到马来西亚对其品牌的需求强劲,他们制定了强有力的计划,以继续实现可持续和有利可图的增长。他们承认,主要出口市场的商品价格上涨和需求波动较大会带来一些压力,但他们仍然有信心在2019年实现又一年的稳健业绩。
-----------------------------
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 RM1.39 (dividend RM0.015) in 10 months 26 days, total return is 96.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.38 in 6 months 22 days, total return is 72.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 12 months 7 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.67 (dividend RM0.0825) in 8 months 24 days, total return is 45.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.79 in 5 months 18 days, total return is 37.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 6 months 15 days, total return is 30.4%

g) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.32 in 1 month 8 days, total return is 26.9%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.53 (dividend RM0.035) in 7 months 20 days, total return is 23.2%

i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.03) in 9 months 8 days, total return is 16.8%

j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 6 months 8 days, total return is 16.5%

k) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.74 (dividends RM0.063) in 9 months 1 day, total return is 13.4%

l) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.69 in 3 months 14 days, total return is 9%

m) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.13 in 5 months 18 days, total return is 8.7%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.15 (dividends RM0.084) in 11 months 9 days, total return is 6.9%

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

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

8月10日星期六: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

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月9日星期五: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/2316526075280800 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/BzrX8iSH2eQ

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
---------------------------------
[NESTLE MALAYSIA BHD: They see strong demand for their brands in Malaysia and they have strong plans in place to continue generating sustainable and profitable growth]

1Q19 vs 1Q18:
For the first quarter ended 31 March 2019, the Group recorded a 1.6% improvement in turnover to RM1.45 billion. Factoring in the divestment of the Chilled Dairy business on 1 January 2019, this represents a solid 3.2% increase in growth year-on-year. Turnover was driven by robust domestic sales of 4.9% for the quarter, which was fuelled by strong sales momentum during the Chinese New Year festive period.

Operating Profit increased by 6% from RM303 million to RM322 million. The Group recorded lower operating expenses due to phasing of marketing and promotional spends, as well as efficiency increases across the supply chain. As a result, Profit Before Tax grew by 6.1% from RM295 million to RM313 million, reflecting a strong bottom line performance even in comparison to a solid first quarter for 2018.

1Q19 vs 4Q18:
For the first quarter, the Group registered a turnover of RM1.45 billion, 7.8% higher than the fourth quarter of 2018. This strong growth is driven by their impactful marketing and promotional activities during the festive period. This is also partially explained by the seasonality of their business as the strong sales during the Chinese New Year period contribute to a high Q1 turnover. The Group increased Operating Profit by RM132 million (+69.4%) to RM 322 million and Profit Before Tax by RM133 million (+73.8%) to RM 313 million. Main reasons for this are the normal phasing of the marketing investments and promotional spends (higher in Q4).

Prospects:
They see strong demand for their brands in Malaysia and they have strong plans in place to continue generating sustainable and profitable growth. They acknowledge that there will be some pressures from higher commodity prices and more volatile demand in their main export markets but they remain confident in their ability to deliver another solid year of results 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 RM1.39 (dividend RM0.015) in 10 months 26 days, total return is 96.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.38 in 6 months 22 days, total return is 72.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 12 months 7 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.67 (dividend RM0.0825) in 8 months 24 days, total return is 45.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.79 in 5 months 18 days, total return is 37.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 6 months 15 days, total return is 30.4%

g) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.32 in 1 month 8 days, total return is 26.9%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.53 (dividend RM0.035) in 7 months 20 days, total return is 23.2%

i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.03) in 9 months 8 days, total return is 16.8%

j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 6 months 8 days, total return is 16.5%

k) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.74 (dividends RM0.063) in 9 months 1 day, total return is 13.4%

l) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.69 in 3 months 14 days, total return is 9%

m) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.13 in 5 months 18 days, total return is 8.7%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.15 (dividends RM0.084) in 11 months 9 days, total return is 6.9%

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/2316526075280800 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: NESTLE

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