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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Fri, 22 Nov 2019, 7:31 PM

 

[转贴] [CSC STEEL HOLDINGS BHD:较低的营销和管理费用以及涂层钢产品的利润率略有增长] - James的股票投资James Share Investing

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[CSC STEEL HOLDINGS BHD:较低的营销和管理费用以及涂层钢产品的利润率略有增长]

2Q19 vs 2Q18:
该集团在本季录得总收入3亿4370万令吉,较去年同期微增120万令吉或0.4%。 CRC销量增加带来的额外收入被GI和PPGI产品的销售收入下降所抵消,这是由于他们所有关键产品的销量和售价下降所致。

然而,该集团在本季度录得1,610万令吉的税前利润,高于同期的1,350万令吉。利润增加主要是由于较低的营销和管理费用以及涂层钢产品的利润率略有增长。

YTD19 vs YTD18:
集团的总收入和税前利润分别为6.749亿令吉和2190万令吉,而2018年同期为6.902亿令吉和2700万令吉。

2Q19 vs 1Q19:
这集团的收入在本季度增加了3.8%或1,250万令吉,至3亿4370万令吉,这主要是由于GI和PPGI产品的销量增加所致。因此,这集团的税前盈利大幅增加,本季录得1610万令吉,上一季则为580万令吉。利润大幅增长176%,主要归因于某些钢材产品的利润率较高,以及在竞争激烈的钢铁市场中原材料价格下降导致的生产成本降低。

前景:
中国政府最近已经开始干预铁矿石价格,但是,干预能否有效稳定铁矿石价格还有待观察。这集团已采取高产量,低利润的策略以巩固市场份额,并与廉价的进口钢材有效地竞争。第二季度的销量与第一季度相比增长了3.8%。除非有任何不可预见的情况,这集团对2019年取得积极成果持谨慎乐观的态度。
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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 RM1.90 (dividend RM0.025) in 1 year 2 months 6 days, total return is 169.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.83 in 1 month 22 days, total return is 82.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 3 months 16 days, total return is 81.1%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.94 in 8 months 28 days, total return is 63.5%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 2 days, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 15 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.36 (dividend RM0.018) in 9 months 24 days, total return is 42.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18 (dividends RM0.083) in 1 Year 11 days, total return is 42.3%

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 30 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.22) in 1 Year 4 days, total return is 29.6%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.29 in 4 months 15 days, total return is 24%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.27 (dividends RM0.111) in 1 Year 2 months 18 days, total return is 10.6%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.48 (dividends RM0.04) in 1 Year 18 days, total return is 6.3%

n) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.20 (dividends RM0.08) in 1 Year 3 months 10 days, total return is 5.1%

o) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.885 in 9 months 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

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

2020年2月22日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

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

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

12月28日星期六:Hotel Sri Petaling, KL

2020年2月23日星期日:Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7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
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[CSC STEEL HOLDINGS BHD: lower marketing and administrative expenses as well as marginally increase in margin for coated steel products]

2Q19 vs 2Q18:
The Group registered a total revenue of RM343.7 million for the current quarter, marginally increase of RM1.2 million or 0.4% compared to its corresponding period. The additional revenue generated from higher CRC’s sales volume was offset by the decrease in sales revenue of GI and PPGI products as a result of lower sales volume and selling prices in all their key products.

However, the Group recorded a higher profit before tax of RM16.1 million for the current quarter compared with RM13.5 million in the corresponding quarter. The increase in profit was mainly due to the lower marketing and administrative expenses as well as marginally increase in margin for coated steel products.

YTD19 vs YTD18:
The Group recorded a total revenue and profit before tax of RM674.9 million and RM21.9 million respectively, compared with RM690.2 million and RM27 million achieved for the same period in 2018.

2Q19 vs 1Q19:
The Group’s revenue had increased by 3.8% or RM12.5 million to RM343.7 million in the current quarter mainly driven by the increase in sales volume of GI and PPGI products. As a result, the Group’s profit before tax increased substantially, registering RM16.1 million in the current quarter compared with RM5.8 million in the preceding quarter. The significant improvement in profit of 176% mainly attributed to higher margin for certain steel products and the lower production cost as a result of lower raw material prices amid an intensely competitive steel market.

Prospects:
The Chinese government has recently begun to intervene the iron ore prices, however, it remains to be seen whether the said intervention will effectively stabilise the iron ore prices. The Group has adopted the strategy of high volume with low margin to solidify the market share and to effectively compete with the cheap imported steel products. The sales volume for the 2nd quarter increased by 3.8% as compared to the 1st quarter. Barring any unforeseen circumstances, the Group is cautiously optimistic to achieve positive results in 2019.
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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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