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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Wed, 20 Nov 2019, 10:18 AM

 

[转贴] [CHIN WELL HOLDINGS BHD:已从其他替代国家采购原材料,例如中东和越南是免税产品,并且不影响其产品质量] - James的股票投资James Share Investing

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[CHIN WELL HOLDINGS BHD:已从其他替代国家采购原材料,例如中东和越南是免税产品,并且不影响其产品质量]

YoY:
紧固件和线材产品部对集团收入的15.1%增长均产生了积极的贡献。紧固件部门产生的较高的税前利润部分被线材部门记录的较低的税前利润抵消。这导致该集团在本报告期的税前利润增加了209万令吉。

截至2019年6月30日,在本财政期间宣派股息达2千526万令吉后,这公司拥有人应占权益为5亿7737万令吉,而截至2018年6月30日为5亿4323万令吉。集团仍然拥有3,505万令吉的净现金。截至本期,这集团的银行存款增至1.2422亿令吉,而2018年6月30日则为1.1692亿令吉。

紧固件产品:
紧固件产品部在本报告季度录得较高的收入1.2688亿令吉,较去年同期增长10.70%。较高的收入主要来自贸易销售。

该部门在本财政期间迄今录得总收入5亿1千5百50万令吉,较上一个财政年度增加14.7%。较高的收入主要来自钢筋的贸易销售。该部门的税前利润从前一个财政年度的6,339万令吉增加3.90%至6,589万令吉。

线材产品:
线材产品部在本季度的营业额比去年同期的3544万令吉增长11.0%。

在本报告期内,收入增长了16.4%,并未带来税前利润的增长。

QoQ:
紧固件产品:
该部门的税前利润在本季度下降6.13%至1393万令吉。

线材产品:
线材产品部在本报告季度录得3,934万令吉收入,而上一季度为4,235万令吉。

前景:
为缓解马来西亚政府在截至2017年6月30日的财政年度末对从中国进口的线材征收的税带来的压力,这集团已从其他替代国家采购原材料,例如中东和越南是免税产品,并且不影响其产品质量。

贸易战为集团将来在美国从中国进口的商品减少的情况下提供了机会,以加强其在该地区的地位。这集团预期其DIY部门将通过增加其在欧洲和美国市场的分销网络,继续为这集团的业绩做出积极贡献。对于线材部门,随着本季度已开始生产的焊接围栏,石笼网和家禽网等新产品线的生产扩大,预计长期来看,其高附加值将提高该部门的业绩。

除现有核心业务外,这集团将不时探索其他可能有利于这集团发展的新业务。除非有任何不可预见的情况,这集团预计下一个财政年度的业绩将令人满意。
-----------------------------
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 RM1.72 (dividend RM0.025) in 1 year 1 month 29 days, total return is 144.1%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.90 in 1 month 18 days, total return is 97.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.44 (dividend RM0.04) in 1 year 3 months 12 days, total return is 86.2%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.99 in 8 months 24 days, total return is 72.2%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.28 in 9 months 28 days, total return is 60%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.47 (dividend RM0.01) in 4 months 11 days, total return is 48.5%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.13 (dividends RM0.083) in 1 Year 7 days, total return is 39.2%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 9 months 20 days, total return is 37.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 26 days, total return is 34.6%

j) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.34 in 4 months 11 days, total return is 28.8%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 11 months 30 days, total return is 28%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 14 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.88 in 9 months 13 days, total return is 3.5%

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
-------------------------------------
[CHIN WELL HOLDINGS BHD: the Group had sourced its raw material from other alternative countries such as the Middle East and Vietnam which are duty exempted and without compromising the quality of their products]

YoY:
Both the Fasteners and Wire Products Division had contributed positively to the 15.1% increase in the Group revenue. The higher profit before tax generated by the Fasteners division was partially set off by the lower profit before tax recorded in the Wire division. This resulted in an increase of the profit before tax of the group by RM2.09 million for the current reporting period.

The equity attributable to the owners of the Company stands at RM577.37 million as at 30.06.2019 as compared to RM543.23 million as at 30.6.2018 after the declaration of dividends amounting to RM25.26 million in the current financial period. The Group is still in a net cash position of RM35.05 million. The Group's bank balance increased to RM124.22 million as of the end of the current reporting period as compared to RM116.92 million as at 30.06.2018.

Fasteners Products:
The Fasteners Products Division recorded higher revenue of RM126.88 million in the current reporting quarter which represents an increase of 10.70% as compared to the preceding year corresponding quarter. The higher revenue was mainly contributed by trading sales.

The division recorded a total revenue of RM515.50 million in the current financial period to date which represents an increase of 14.7% as compared to the preceding financial year. The higher revenue was mainly contributed by the trading sale of steel bars. The profit before tax of the division increased by 3.90% to RM65.89 million as compared to RM63.39 million in the immediate preceding financial year.

Wire Products:
The Wire Products Division achieved an increase of 11.0% in its current quarter revenue as compared to RM35.44 million in the preceding year corresponding quarter.

The increase of revenue by 16.4% in the current reporting period did not result in a better profit before tax.

QoQ:
Fasteners Products:
The profit before tax of the division decreaased by 6.13% to RM13.93 mil in the current quarter.

Wire Products:
The Wire Products Division recorded a revenue of RM39.34 million in the current reporting quarter as compared to the RM42.35 million in the immediate preceding quarter.

Prospects:
In order to cushion the stress from the safe guard duty which was imposed by the Malaysian government towards the end of the financial year ended 30 June 2017 on the wire rod imported from China, the Group had sourced its raw material from other alternative countries such as the Middle East and Vietnam which are duty exempted and without compromising the quality of their products.

The trade war has offered opportunity for the Group to strengthen its position in the region in the event that imported goods from China to the US market reduce in future. The Group expects its DIY segment will continue to contribute positively to the Group's performance through the increase of its distribution network in the European and US markets. While for the Wire division, with the expansion in the production of new product lines such as welded fencing, gabion and poultry mesh, which had commenced production in the current quarter is expected to enhance the division's result in the long term with its high value added margin.

In addition to the existing core business, from time to time, the Group will explore into other new business ventures which will potentially benefit the growth of the Group. Barring any unforeseen circumstances, the Group anticipates satisfactory performance in the next financial year.
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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: CHINWEL

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Chart Stock Name Last Change Volume 
CHINWEL 1.55 -0.02 (1.27%) 322,200 

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