Highlights

James的股票投资James Share Investing

Author: James Ng   |   Latest post: Mon, 19 Aug 2019, 9:18 PM

 

[转贴] [PPB GROUP BHD:专注于维持其市场地位及提升成本效益以保持弹性] - James的股票投资James Share Investing

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[PPB GROUP BHD:专注于维持其市场地位及提升成本效益以保持弹性]

1Q19 vs 1Q18:
这集团于二零一九年第一季录得总收入11.6亿令吉(1Q2018:11.5亿令吉),较去年同期增长1%。这集团的税前利润为2.8亿令吉,较去年第一季的2.1亿令吉增长34%。较高的利润主要归功于丰益国际有限公司的贡献增加以及谷物和农业综合企业以及电影播放和分销领域的更好表现。

谷物和农业综合企业:
谷物和农业综合企业部门在2019年第一季度的收入增长了2%,达到8.26亿令吉(1Q2018:8.1亿令吉)。部门利润于1Q2019增加至6,000万令吉(1Q2018:3,300万令吉),主要归功于面粉利润率的提升。

消费产品:
部门利润于二零一九年第一季(1Q2018:350万令吉)下跌52%至170万令吉,主要由于烘焙产品销售量下降及面包店部门营运成本上升所致。

电影播放和发行:
部门收入在2019年第一季度达到1.27亿令吉(1Q2018:1.26亿令吉)。部门利润增加22%至1,800万令吉(1Q2018:1,500万令吉),主要是由于发行的电影更强劲,电影发行表现更佳以及越南业务贡献增加。

环境工程和公用事业:
部门利润在2019年第一季度下降至410万令吉(1Q2018:460万令吉)。

物业:
物业部门收入于二零一九年第一季(1Q2018:1,200万令吉)上升至1,300万令吉,主要由于承认Megah Rise项目的进度收入以及较高的监管费收入。

投资和其他业务:
部门利润增加32%至2.04亿令吉(1Q2018:1.54亿令吉),主要是由于丰益国际在2019年第1季度贡献的1.93亿令吉(1Q2018:1.46亿令吉)的贡献较高。

1Q19 vs 4Q18:
集团的税前利润在2019年第一季度(4Q2018:2.47亿令吉)上升至2.8亿令吉,主要是由于本季度丰益国际的利润贡献为1.93亿令吉(4Q2018为1.55亿令吉)。

前景:
马来西亚经济在2019年第一季度增长了4.5%,主要受到国内需求扩张的推动。由于对外部门的温和支持,在国内需求持续扩张的支撑下,马来西亚经济的增长预计将在今年继续保持。

就谷物及农业综合企业而言,这集团将继续专注于维持其市场地位及提升成本效益以保持弹性。该部门预计将取得令人满意的成绩。 2018年第四季度新增代理商的产品线扩大,预计消费产品部门的表现将保持稳定。预计电影播放和发行部门将受到强势电影,新电影院开放,在选定地点引进新的电影技术和设施的推动。环境工程和公用事业部门将专注于补充订单并探索新的机会。物业部将继续执行现有项目,提高现有商场的收益率,并加强物业管理服务。本财政年度,这集团的主要业务部门预期表现令人满意。丰益国际的表现将继续为这集团的整体盈利能力作出重大贡献。
-----------------------------
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 RM1.64 (dividend RM0.015) in 11 months 6 days, total return is 131.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.46 in 7 months 3 days, total return is 82.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 17 days, total return is 79.9%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.54 (dividend RM0.1875) in 9 months 4 days, total return is 44.3%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.34 (dividend RM0.008) in 6 months 25 days, total return is 39.7%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.795 in 5 months 28 days, total return is 38.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.70 (dividend RM0.035) in 7 months 30 days, total return is 36.6%

h) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.41 in 1 month 18 days, total return is 35.6%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.84 (dividends RM0.063) in 9 months 11 days, total return is 19.7%

j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 6 months 18 days, total return is 17.1%

k) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.60 (dividends RM0.04) in 9 months 18 days, total return is 14.7%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.18 in 5 months 28 days, total return is 13.5%

m) 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 19 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

9月6日星期五: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/2325332794400128 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/B0Ko2-eHPE5

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
-------------------------
[PPB GROUP BHD: the Group will continue to focus on maintaining its market position and driving cost efficiency to remain resilient]

1Q19 vs 1Q18:
The Group recorded total revenue of RM1.16 billion in 1Q2019 (1Q2018: RM1.15 billion), up 1% from a year ago. Pre-tax profit of the Group was at RM280 million, up 34%, as compared to RM210 million recorded in 1Q2018. The higher profit was mainly attributed to the increased contribution from Wilmar International Limited ("Wilmar") and better performance from Grain and agribusiness and Film exhibition and distribution segments.

Grains and agribusiness:
The Grain and agribusiness segment registered a 2% increase in revenue to RM826 million in 1Q2019 (1Q2018: RM810 million). Segment profit for 1Q2019 increased to RM60 million (1Q2018: RM33 million), mainly attributed to improved profit margin from flour.

Consumer products:
Segment profit was lower by 52% to RM1.7 million in 1Q2019 (1Q2018: RM 3.5 million), mainly attributable to lower sales volume of bakery products and higher operating costs at the bakery division.

Film exhibition and distribution:
Segment revenue was at RM127 million in 1Q2019 (1Q2018: RM126 million). Segment profit was higher by 22% at RM18 million (1Q2018: RM15 million), mainly due to stronger titles released, better performance from film distribution and increased contribution from its Vietnam operations.

Environmental engineering and utilities:
Segment profit was lower at RM4.1 million in 1Q2019 (1Q2018: RM4.6 million).

Property:
Property segment revenue was higher at RM13 million in 1Q2019 (1Q2018: RM12 million), due mainly to the recognition of progress billings from the Megah Rise project and higher supervision fees income.

Investments and Other operations:
Segment profit increased by 32% to RM204 million (1Q2018: RM154 million) mainly attributable to the higher contribution from Wilmar at RM193 million in 1Q2019 (1Q2018: RM146 million).

1Q19 vs 4Q18:
Group pre-tax profit was higher at RM280 million in 1Q2019 (4Q2018: RM247 million) due mainly to higher profit contribution from Wilmar at RM193 million in the current quarter (4Q2018: RM155 million ).

Prospects:
The Malaysian economy grew by 4.5% in the first quarter of 2019, driven mainly by expansion in domestic demand. Growth in the Malaysian economy is expected to remain broadly sustained for the year, supported by continued expansion in domestic demand amidst a moderate support from the external sector.

For the Grains and agribusiness segment, the Group will continue to focus on maintaining its market position and driving cost efficiency to remain resilient. The segment is expected to perform satisfactorily. Performance of the Consumer products segment is expected to remain stable, supported by expanded product lines from new agencies added in the last quarter of 2018. The Film exhibition and distribution segment is expected to be driven by strong title releases, opening of new cinemas, introduction of new cinematic technology and facilities in selected locations. The Environmental engineering and utility segment will be focusing on replenishing its order book and exploring new opportunities. The Property division will continue to execute its existing projects, improve yield of its existing mall and enhance its property management services. For the current financial year, the Group's main business segments are expected to perform satisfactorily. Wilmar’s performance will continue to contribute substantially to the overall profitability of the Group.
--------------------------------------------------------------------------
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 RM1.64 (dividend RM0.015) in 11 months 6 days, total return is 131.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.46 in 7 months 3 days, total return is 82.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 17 days, total return is 79.9%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.54 (dividend RM0.1875) in 9 months 4 days, total return is 44.3%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.34 (dividend RM0.008) in 6 months 25 days, total return is 39.7%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.795 in 5 months 28 days, total return is 38.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.70 (dividend RM0.035) in 7 months 30 days, total return is 36.6%

h) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.41 in 1 month 18 days, total return is 35.6%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.84 (dividends RM0.063) in 9 months 11 days, total return is 19.7%

j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 6 months 18 days, total return is 17.1%

k) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.60 (dividends RM0.04) in 9 months 18 days, total return is 14.7%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.18 in 5 months 28 days, total return is 13.5%

m) 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 19 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/2325332794400128 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: PPB

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Chart Stock Name Last Change Volume 
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