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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Wed, 11 Dec 2019, 8:42 AM

 

[转贴] [SAM ENGINEERING & EQUIPMENT (M) BHD:在设备领域,数据存储业务的增长和有利的外汇换算带来了更高的收入] - James的股票投资James Share Investing

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[SAM ENGINEERING & EQUIPMENT (M) BHD:在设备领域,数据存储业务的增长和有利的外汇换算带来了更高的收入]

QoQ:
集团收入减少60万令吉,是由于航空部门的收入减少了1380万令吉,设备部门的收入增加了1320万令吉。航空航天业务的收入减少是由于A320neo和公务机的机壳产品销售减少以及A320neo的航空结构产品销售下降,但被有利的外汇换算所抵消。在设备领域,数据存储业务的增长和有利的外汇换算带来了更高的收入。

在前一个季度,该集团出售了一些土地和建筑物,并因此获得了730万令吉的净收益。如果不考虑这一净收益,则税前利润增加400万令吉。税前利润较高是由于航空和设备部门的利润贡献较高,分别为200万令吉和200万令吉。尽管销售额下降,但航空航天业务的利润贡献却较高,这主要是由于较低的运营成本和有工具收入。设备部门的利润贡献增加是由于收入增加。

YoY:
集团收入增加1,640万令吉,是由于航空和设备部门的收入分别增加了860万令吉和780万令吉。航空航天业务的收入增加是由于B737max和公务机的机壳产品销售增加,A320neo的飞机结构产品销售增加以及有利的外汇换算。在设备领域,数据存储业务的增长和有利的外汇换算带来了更高的收入。集团的税前利润增加了40万令吉,这是由于收入较高,有工具收入和有利的外汇换算带来的航空航天业务的利润增加了200万令吉。

前景:
SAM工程预计航空航天业的收入将保持相对稳定,而航空航天业的收入约占集团收入的56%。他们预计,半导体行业的设备业务收入将保持不变,而下一季度数据存储的需求将有所改善。
-----------------------------
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 RM1.87 (dividend RM0.025) in 1 year 3 months 3 days, total return is 165%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.07 in 2 months 19 days, total return is 135.2%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.30 in 9 months 24 days, total return is 126.1%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.50 (dividend RM0.04) in 1 year 4 months 14 days, total return is 93.7%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.24 in 10 months 28 days, total return is 55%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.38 (dividend RM0.018) in 10 months 21 days, total return is 44.9%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 5 months 13 days, total return is 44.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.19 (dividends RM0.083) in 1 Year 1 month 8 days, total return is 43%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.73 (dividend RM0.07) in 11 months 26 days, total return is 41.7%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.21 (dividend RM0.22) in 1 Year 30 days, total return is 28.6%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.30 in 5 months 13 days, total return is 25%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.235 in 1 months 20 days, total return is 17.5%

m) 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 3 months 15 days, total return is 10.1%

n) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.62 (dividend RM0.05) in 7 months 22 days, total return is 7.7%

o) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.22 in 3 months 15 days, total return is 4.8%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.94 in 4 months 15 days, total return is 4.4%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.49 (dividend RM0.0225) in 1 year 1 month 23 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

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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[SAM ENGINEERING & EQUIPMENT (M) BHD: For the Equipment segment, the increase in Data Storage businesses and favourable foreign exchange translation contributed to the higher revenue]

QoQ:
The decrease in Group revenue of RM0.6 million was due to the decrease in revenue from the Aerospace segment of RM13.8 million and an increase in revenue from the Equipment segment by RM13.2 million. The lower revenue from the Aerospace segment was due to the decrease of sales of casing products for A320neo and business jets and decrease in sales of aerostructures products for A320neo offsetted by favourable foreign exchange translation. For the Equipment segment, the increase in Data Storage businesses and favourable foreign exchange translation contributed to the higher revenue.

In the immediate preceding quarter, the Group sold certain land and buildings and enjoyed a net gain of RM7.3 million on account of this sale. If this net gain is not taken into consideration, the profit before tax would have increased by RM4.0 million. The higher profit before tax was due to higher profit contribution from Aerospace and Equipment segments of RM2.0 million and RM2.0 million respectively. The higher profit contribution from Aerospace segment despite lower sales was mainly due to lower operating cost and tooling income. The higher profit contribution from Equipment segment was due to higher revenue.

YoY:
The increase in Group revenue of RM16.4 million was due to the increase in revenue from the Aerospace and Equipment segments of RM8.6 million and RM7.8 million respectively. The higher revenue from the Aerospace segment was due to the increase of sales of casing products for B737max and business jets, increase in sales for aerostructures products for A320neo and favourable foreign exchange translation. For the Equipment segment, the increase in Data Storage business and favourable foreign exchange translation contributed to the higher revenue. The higher Group profit before tax of RM0.4 million was attributable to the higher profit of RM2.0 million from the Aerospace segment as a result of higher revenue, tooling income and favourable foreign exchange translation.

Prospects:
They expect the revenue from the aerospace industry which accounts for about 56% of their Group revenue to remain relatively stable. They expect the revenue from the equipment business to remain flat from semiconductor industry while the demand from the data storage will improve next quarter.
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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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