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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Sun, 17 Nov 2019, 9:21 PM

 

[转贴] [POS MALAYSIA BHD:位于莎阿南的综合包裹中心(IPC)和新落成的吉隆坡国际机场设施已将处理能力从每天300,000包增加到530,000包] - James的股票投资James Share Investing

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[POS MALAYSIA BHD:位于莎阿南的综合包裹中心(IPC)和新落成的吉隆坡国际机场设施已将处理能力从每天300,000包增加到530,000包]

截至2019年6月30日止财政期间,大马邮政收入较低为5.73亿令吉,而截至2018年6月30日止的同期则为5.905亿令吉。

邮政服务:
邮政服务的收入较去年同期的1.719亿令吉减少到1.475亿令吉。

快递:
与2018年6月30日结束的上一个同期的RM2.045亿令吉相比,Courier的收入增加到2.245亿令吉。这主要是由于电子商务部门的持续增长以及在线商业客户需求的增加。

国际:
由于转运业务量减少,国际的收入相比截至2018年6月30日的前一个同期中略微下降了170万令吉。

物流:
与截至2018年6月30日止的前一个相应期间相比,物流收入略高了RM50万,主要来自新项目获得的运输业务。

航空:
与2018年6月30日结束的同期相比,航空业减少了1,120万令吉,主要是由于处理的货物吨位减少。

其他:
包括印刷和插入,数字证书和Ar Rahnu在内的其他部门的收入略有减少60万令吉,主要原因是印刷和插入业务收入减少。

截至2019年6月30日止财政期间,税前亏损为1550万令吉,而他们在截至2018年6月30日止的相应季度的税前利润为1,300万令吉。

QoQ:
截至2019年6月30日止大马邮政的税前亏损较低为1550万令吉,而截至2019年3月31日止的上一季度则为1.337亿令吉,主要原因是上一季度销售成本及营业费用较高,及一次性收取物流业务的商誉减值3960万令吉,以及租赁飞机的重新交付费用为4,400万令吉。

前景:
快递业务继续在竞争激烈的环境中运营,虽然收入不断增长,但仍受到价格和成本挑战的压力。该集团继续努力管理成本,同时提高运营效率。位于莎阿南的综合包裹中心(IPC)和新落成的吉隆坡国际机场设施已将处理能力从每天300,000包增加到530,000包。跟踪系统也正在升级,他们希望与员工一起实施企业家计划,以提高成本效率。

大马邮政专注于最后一英里的交付,其中现有交付能力将得到改善。对自动化和数字技术的投资也正在进行,以提高运营效率,并提供增值服务来作为与竞争对手的差异化因素。大马邮政正在寻求为中小企业(SME)提供一个全面的平台,以利用中小企业的发展。大马邮政预计这些活动将带来更高的收入和更高的成本效益。电子商务的发展是国际业务的关键驱动因素。大马邮政正与多家客户展开讨论,以增加其处理量,虽然利润率充满挑战,但该部门仍有充裕的增长。

物流业务的前景仍然充满挑战,但Pos Logistics已成功获得合约,并继续寻求有中长期回报的新合约。该展望在中期看起来是积极的。就航空业务而言,大马邮政预期未来航空货运量会增加及航空客运量会增加,可在短期至中期内改善表现。

总体而言,尽管大马邮政对其部分业务持谨慎乐观态度,集团的主要收入来源,即邮政服务和快递业务仍然充满挑战。正在采取坚定的步骤来解决这些问题,但这些步骤的结果只会在中期内显现出来。
-----------------------------
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 RM1.66 (dividend RM0.025) in 1 year 1 month 1 day, total return is 135.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.41 (dividend RM0.04) in 1 year 2 months 12 days, total return is 82.4%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 8 months 28 days, total return is 62.5%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.39 (dividend RM0.1875) in 10 months 30 days, total return is 36.4%

e) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.07) in 9 months 26 days, total return is 35.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 (dividend RM0.008) in 8 months 21 days, total return is 31.4%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 7 months 24 days, total return is 31.3%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.98 (dividends RM0.083) in 11 months 6 days, total return is 29.7%

i) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.05 (dividend RM0.01) in 3 months 10 days, total return is 23.4%

j) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.56 in 21 days, total return is 23.1%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 3 months 11 days, total return is 21.2%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.37 (dividends RM0.111) in 1 Year 1 month 15 days, total return is 13.2%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.49 (dividends RM0.04) in 11 months 13 days, total return is 7%

n) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.495 (dividends RM0.0225) in 11 months 21 days, total return is 4.5%

o) PMETAL (PRESS METAL ALUMINIUM HOLDINGS BHD), recommended on 26 Aug 18, initial price was RM4.78, rose to RM4.90 (dividends RM0.075) in 1 Year 18 days, total return is 4.1%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27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

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:jamesnginvest

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
----------------------------
[POS MALAYSIA BHD: Integrated Parcel Centres (IPC) in Shah Alam and newly completed facility in KLIA has increase the processing capacity from 300,000 to 530,000 parcels per day]

The Group recorded lower revenue of RM573.0 million for the financial period ended 30 June 2019 as compared to RM590.5 million in the previous corresponding period ended 30 June 2018.

Postal Services:
Postal Services registered lower revenue of RM147.5 million as compared to RM171.9 million in the previous corresponding period ended 30 June 2018.

Courier:
Courier recorded higher revenue of RM224.5 million compared to RM204.5 million registered in the previous corresponding period ended 30 June 2018. This is mainly driven by the continuous growth in e-Commerce sector as well as increased demand from online business customers.

International:
International revenue dropped slightly by RM1.7 million compared with the previous corresponding period ended 30 June 2018 due to lower volume in transhipment business.

Logistics:
Logistics registered slightly higher revenue by RM0.5 million in comparison to the previous corresponding period ended 30 June 2018 mainly from haulage business coming from a new project secured.

Aviation:
Aviation dropped by RM11.2 million compared to previous corresponding period ended 30 June 2018 mainly contributed by lower tonnage of cargo handled.

Others:
Other segments which consist of printing and insertion, digital certificates and Ar Rahnu, recorded a slight decrease in revenue by RM0.6 million mainly due to lower revenue from printing and insertion business.

For the financial period ended 30 June 2019, they registered a loss before tax of RM15.5 million from a profit before tax of RM13.0 million in the corresponding quarter ended 30 June 2018.

QoQ:
The group recorded a lower loss before tax of RM15.5 million in the current quarter ended 30 June 2019 compared to RM133.7 million in the preceding quarter ended 31 March 2019 mainly due to higher cost of sales and operating expenses from one off charges of impairment in the goodwill of Logistics segment of RM39.6 million and provision for onerous contract for the re-delivery charges of leased aircraft of RM44.0 million incurred in the preceding quarter.

Prospects:
The courier business continues to operate in a competitive environment and although revenue is growing, it is pressured by price and cost challenges. The group continues its efforts to manage cost whilst increasing operating efficiency. The Integrated Parcel Centres (IPC) in Shah Alam and newly completed facility in KLIA has increase the processing capacity from 300,000 to 530,000 parcels per day. The track and trace system is also being upgraded and they are looking to implement an entrepreneur program with their employees to improve cost efficiency.

The Group is concentrating on last mile delivery where improvements are being made to existing delivery capacity. Investment in automation and digital technology are also being made to enable higher operational efficiencies and also to provide value added services as a differentiator vis-à-vis competitors. The Group is looking at providing a comprehensive platform to Small and Medium Enterprises (SME) to tap into the growth of SME industry. The Group is expecting higher revenue and better cost efficiencies from these activities. The growth of e-Commerce is the key driver to the International business. The Group is in discussions with various customers to increase the volume that it handles and although margins are challenging, there is still ample growth in this segment.

The outlook for the Logistics business remains challenging but Pos Logistics has successfully secured contracts and continues to seek new contracts for medium to long term returns. The prospect looks positive in the medium term. For Aviation business, the Group expects that future increase in air freight volume and higher airline passenger traffic to improve performance in the short to medium term.

Overall, although the Group is cautiously optimistic about some of its businesses, the Group’s key revenue generators, namely Postal Services and Courier business, remain challenging. Firm steps are being taken to address these issues but the outcome of these steps will only be evident in the medium term.
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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.

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: POS

Related Stocks

Chart Stock Name Last Change Volume 
POS 1.42 -0.01 (0.70%) 20,900 

  Be the first to like this.
 
Taehyung If his stockpick return is so good as what he claimed, why he still have to teach ?
haha..
15/09/2019 3:33 PM
deMusangking aiyoh, the writing is clear on the wall!!!
he is trapped lol!!!!!

haha
15/09/2019 3:45 PM
stncws beware..when james write means downtrend
15/09/2019 4:04 PM


 

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