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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Mon, 24 Jun 2019, 9:22 PM

 

[转贴] [Facebook live:浅谈Lingkaran Trans Kota holdings bhd (LiTraK)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 24 Jun 2019, 9:22 PM


浅谈Lingkaran Trans Kota holdings bhd (LiTraK)
-----------------------------

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 RM1.37 (dividend RM0.015) in 10 months 12 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 6 months 8 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 23 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.64 (dividend RM0.0825) in 8 months 10 days, total return is 44%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.765 in 5 months 4 day, total return is 33%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 (dividend RM0.008) in 6 months 1 day, total return is 32.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months 6 day, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.03) in 8 months 25 days, total return is 16.8%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.96 in 5 months 25 days, total return is 12.9%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 3 months, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.09 (dividends RM0.084) in 10 months 26 days, total return is 5.4%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 5 months 4 days, total return is 4.8%

m) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.415 in 4 months 7 days, total return is 3.75%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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

Labels: LITRAK
  Be the first to like this.
 

[转贴] [REVENUE GROUP BHD:部署新的数字EDC终端扩展其在马来西亚的业务,该终端能够接受其实体店商户的快速响应(“QR”)付款,升级及改善其revPAY平台及数据中心,以迎合更多数量的电子交易] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 24 Jun 2019, 8:34 AM


[REVENUE GROUP BHD:部署新的数字EDC终端扩展其在马来西亚的业务,该终端能够接受其实体店商户的快速响应(“QR”)付款,升级及改善其revPAY平台及数据中心,以迎合更多数量的电子交易,并聘请额外的资讯科技人员,以支持其产品开发及业务拓展]

3Q19 vs 3Q18:
截至2019年3月31日止的本财政季度,银丰录得收入1,552万令吉(2018年3月31日:794万令吉)。银丰收入由截至2018年3月31日止财政季度的794万令吉增加758万令吉至截至2019年3月31日止财政季度的1,552万令吉。截至2019年3月31日止本季度录得较高收入主要归因于EDC终端向银丰客户的销售额增加。

银丰于本财政季度的PBT为333万令吉(2018年3月31日:225万令吉)。截至2019年3月31日止的当前财政季度实现的PBT较高,主要是由于他们的业务活动收入增加所致,但被由于员工人数增加及折旧费用增加导致管理费用增加而所抵消。

YTD19 vs YTD18:
截至本财年末,银丰录得收入4,394万令吉(2018年3月31日:2,334万令吉)。银丰收入由截至2018年3月31日止财政期间的2,334万令吉增加2,060万令吉至截至2019年3月31日止财政期间的4,394万令吉。截至2019年3月31日止财政期间录得的较高收入主要为归功于EDC终端的销售额增加。

截至本财政年度,银丰的PBT为988万令吉。截至2019年3月31日止的当前财政年度迄今为止所实现的PBT较高,主要是由于他们的业务活动收入增加所致,但由于员工人数增加而导致的行政开支增加,较高的折旧费用,以及银丰于大马证券交易所上市所产生的一次性上市开支所抵销。

3Q19 vs 2Q19:
截至2019年3月31日止的本财政季度,银丰录得较高的收入1,552万令吉,但PBT略高于333万令吉,主要归因于EDC终端的销售额增加,而截至2018年12月31日止的前一季度则分别为1,359万令吉及333万令吉。

前景:
(i)银丰拟通过部署新的数字EDC终端扩展其在马来西亚的业务,该终端能够接受其实体店商户的快速响应(“QR”)付款。于二零一八年十一月八日,银丰已成功开发一体化数字支付终端,并将逐步向银丰的合作银行部署新的一体化数字支付终端;

(ii)银丰拟升级及改善其revPAY平台及数据中心,以迎合更多数量的电子交易,并聘请额外的资讯科技人员,以支持其产品开发及业务拓展;

(iii)该集团还打算通过进入东盟国家来扩大其地理范围;

(iv)收购Anypay私人有限公司及Buymall Services私人有限公司将使银丰能够为客户提供额外的增值服务及解决方案,以补充银丰现有业务。

以上述未来计划为前提,并通过马来西亚国家银行(“BNM”)实施支付卡改革框架(“PCRF”),以促进更广泛的接受和电子支付的使用,成功开发和部署数字支付终端,以及银丰为提供额外增值服务和解决方案以补充银丰现有业务而进行的收购,董事会认为,除非出现任何不可预见的情况,否则银丰2019年的前景仍将有利。
-----------------------------
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 RM1.33 (dividend RM0.015) in 10 months 9 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 5 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 20 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 7 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 5 months 29 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 5 months 1 day, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) in 7 months 3 day, total return is 20.9%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 8 months 22 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 22 days, total return is 13.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.17 in 5 months 1 day, total return is 12.5%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 28 days, total return is 12.3%

l) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.425 in 4 months 4 days, total return is 6.3%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 10 months 23 days, total return is 5.2%

n) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.73 in 21 days, total return is 4.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145 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/BzEog1xnS0i

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
-----------------------------
[REVENUE GROUP BHD: to expand its business presence in Malaysia by deploying new digital EDC terminals with capability to accept Quick Respond (“QR”) Payment to its physical store merchants, to upgrade and enhance its revPAY platform and the data centre to cater for higher volume of electronic transactions, as well as recruit additional Information Technology (“IT”) personnel to support its product development and business expansion]

3Q19 vs 3Q18:
The Group recorded revenue of RM15.52 million for the current financial quarter ended 31 March 2019 (31 March 2018: RM7.94 million). The Group revenue increased by RM7.58 million from RM7.94 million for the financial quarter ended 31 March 2018 to RM15.52 million for the financial quarter ended 31 March 2019. The higher revenue recorded for the current financial quarter ended 31 March 2019 was mainly attributed to the higher sales of EDC terminals to the Group’s customers.

The Group registered a PBT of RM3.33 million in the current financial quarter under review (31 March 2018: RM2.25 million). The higher PBT achieved for the current financial quarter ended 31 March 2019 mainly driven by the increase in the revenue from their business activities, however, it was offset by the increase in the administrative expenses arising from the increase in their headcount and higher depreciation charges.

YTD19 vs YTD18:
For the financial year-to-date, the Group recorded revenue of RM43.94 million (31 March 2018: RM23.34 million). The Group revenue increased by RM20.60 million from RM23.34 million for the financial period ended 31 March 2018 to RM43.94 million for the financial period ended 31 March 2019. The higher revenue recorded for the financial period ended 31 March 2019 was mainly attributed to the higher sales of EDC terminals.

The Group registered a PBT of RM9.88 million for the current financial year-to-date. The higher PBT achieved for the current financial year-to-date ended 31 March 2019 mainly driven by the increase in the revenue from their business activities, however, it was offset by the increase in the administrative expenses arising from the increase in our headcount and higher depreciation charges, as well as one-off listing expenses incurred arising from the listing of the Group on Bursa Securities.

3Q19 vs 2Q19:
For the current financial quarter ended 31 March 2019, the Group recorded a higher revenue of RM15.52 million but with a marginally higher PBT of RM3.33 million as compared to RM13.59 million and RM3.33 million respectively in the immediate preceding financial quarter ended 31 December 2018 mainly attributed to higher sales of EDC terminals.

Prospects:
(i) The Group intends to expand its business presence in Malaysia by deploying new digital EDC terminals with capability to accept Quick Respond (“QR”) Payment to its physical store merchants. On 8 November 2018, the Group has successfully developed an all-in-one digital payment terminal and will be deploying the new all-in-one digital payment terminal progressively to the Group’s partner banks;

(ii) The Group intends to upgrade and enhance its revPAY platform and the data centre to cater for higher volume of electronic transactions, as well as recruit additional Information Technology (“IT”) personnel to support its product development and business expansion;

(iii) The Group also intends to expand its geographical reach by entering into ASEAN countries;

(iv) The acquisitions of Anypay Sdn Bhd and Buymall Services Sdn Bhd will enable the Group to provide additional value-added services and solutions to the customers which will complement the Group existing business.

Premised on the future plans above and with the implementation of the Payment Card Reform Framework (“PCRF”) by Bank Negara Malaysia (“BNM”) to promote wider acceptance and the usage of electronic payments, the successful development and deployment of the all-in-one-digital payment terminal, as well as the acquisitions undertaken by the Group to provide additional value added services and solutions to complement the Group’s existing business, the Board of Directors is of the opinion that, barring any unforeseen circumstances, the prospects and outlook of the Group for 2019 will remain favourable.
--------------------------------------------------------------------------
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 RM1.33 (dividend RM0.015) in 10 months 9 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 5 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 20 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 7 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 5 months 29 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 5 months 1 day, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) in 7 months 3 day, total return is 20.9%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 8 months 22 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 22 days, total return is 13.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.17 in 5 months 1 day, total return is 12.5%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 28 days, total return is 12.3%

l) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.425 in 4 months 4 days, total return is 6.3%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 10 months 23 days, total return is 5.2%

n) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.73 in 21 days, total return is 4.2%

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/2302632626670145 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

Labels: REVENUE
  Be the first to like this.
 

[转贴] [Facebook live:浅谈IOI Corp bhd (IOICorp)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 23 Jun 2019, 9:16 PM


浅谈IOI Corp bhd (IOICorp)
-----------------------------

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 RM1.33 (dividend RM0.015) in 10 months 9 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 5 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 20 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 7 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 5 months 29 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 5 months 1 day, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) in 7 months 3 day, total return is 20.9%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 8 months 22 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 22 days, total return is 13.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.17 in 5 months 1 day, total return is 12.5%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 28 days, total return is 12.3%

l) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.425 in 4 months 4 days, total return is 6.3%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 10 months 23 days, total return is 5.2%

n) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.73 in 21 days, total return is 4.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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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[转贴] [SERBA DINAMIK HOLDINGS BHD:正在积极寻求马来西亚和老挝电力板块的更多机会,以增加其市场份额,并巩固其作为该领域工程提供商的地位] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 23 Jun 2019, 10:37 AM


[SERBA DINAMIK HOLDINGS BHD:正在积极寻求马来西亚和老挝电力板块的更多机会,以增加其市场份额,并巩固其作为该领域工程提供商的地位]

1Q19 vs 1Q18:
截至2019年3月31日止的季度(“Q1FY19”),由于O&M的强劲活动,世霸动力录得收入9.844亿令吉,较去年同期(「Q1FY18」)高出34.7%。世霸动力的税前利润为1.245亿令吉,较去年同期的PBT(9,650万令吉)增加29.0%。

O&M在Q1FY19贡献了87.2%的收入,比Q1FY18增加了2.243亿令吉或35.3%。增加的原因是他们在马来西亚,印度尼西亚和中东地区(如卡塔尔,阿联酋和巴林)的MRO活动增加,而IRM活动显示出一些小幅下滑。该部门的营业利润增加到1.578亿令吉,毛利率为18.4%。

EPCC收入总额为1.112亿令吉,较Q1FY18增加1,690万令吉,占世霸动力总收入的11.3%。额外收入来自老挝的水力发电厂,标志着该国的第一笔贡献。

1Q19 vs 4Q18:
截至2019年3月31日止季度,世霸动力录得收入较上一季度(「Q4FY18」)略微增加0.7%,主要由于其他产品及服务收入增加以及EPCC收入及其在老挝的水力发电项目的额外活动所致。运营和维护收入的下降部分被阿联酋,印度尼西亚和马来西亚等国家的收入增长所抵消。

EPCC收入较Q4FY18增加了750万令吉或7.2%,这主要来自他们与阿联酋New Thunder Technical Services和老挝Nam Taep 123 Hydropower Company Limited的合同。营业利润也从Q4FY18的1,680万令吉增加至Q1FY19的1,720万令吉,导致毛利率为15.5%。其他产品和服务收入有所改善,营业利润增加,主要是由于他们的IT相关服务的利润率较高。

在地域方面,马来西亚仍然是各国最大的收入来源,在19财年第一季度总计录得3.069亿令吉,占总收入的31.2%,与Q1FY18相比有所改善。收入的改善主要来自于更高的call out works于O&M和EPCC活动。

中东占本季度总收入的59.1%或5.813亿令吉,较Q1FY18增加1亿零10万令吉。增加的主要原因是卡塔尔和阿联酋的call out活动增加。他们的中亚地区为世霸动力贡献了4,100万令吉或4.2%的总收入,本季度土库曼斯坦确认的收入为3,770万令吉,而印度贡献余额。印度尼西亚占本季度总收入的4.6%或4570万令吉,欧洲贡献了30万令吉的收入。通过东南亚地区的老挝为世霸动力贡献了770万令吉的第一笔收入,或本季度的0.8%,这是他们在老挝霍潘省开发30兆瓦水电站的EPCC合同。

前景:
由于国内需求的持续扩张和净出口的正增长,马来西亚国内生产总值在4Q2018实现了4.7%的增长(3Q2018:4.4%)。私营部门支出仍然是需求的主要推动力,而商品和服务实际出口的反弹有助于净出口的正增长。全球经济继续扩张,尽管在4Q2018的增长速度较为温和。除美国外,主要的先进和新兴市场经济体录得更多适度增长。

国际货币基金组织在其最近的报告中预计,近期全球经济增长将放缓,然后温和回暖。目前的预测设想,2019年上半年全球经济增长将趋于平稳,之后将保持稳定。预计2019年下半年的增长将取决于中国政策刺激措施的持续增长,近期全球金融市场情绪的改善,欧元区经济增长的暂时拖累,以及受压迫的新兴市场经济体的逐步稳定,包括阿根廷和土耳其。

在石油和天然气方面,油价小幅上涨,2019年3月布伦特原油价格交易价格为64.43美元/桶。油价受到市场对今年晚些时候石油市场平衡的信心的支撑,更好的股票市场的回酬以及对美中贸易协议可能性的乐观情绪日益增加。 2019年的前景更为乐观,上游和下游活动均有望增加。马石油的资本投资将高于2018年,预计2019年的金额约为500亿令吉。这表明国家石油公司对工业的信心,为服务提供商扩大业务创造了更多机会。

中东石油和天然气行业也将重心从上游转向下游,因为该地区寻求通过增加专业化石油化工产品的出口来实现多元化。预计一些着名的厂将投入使用例如沙特阿拉伯的Jazan炼油厂和阿联酋杰贝阿里炼油厂的扩建预计将于2019年完工。这将为集团在该地区进一步扩展业务创造更多机会。

就电力行业而言,马来西亚的发电量和消费量一直呈上升趋势,预计2019年将继续增长。老挝多年来电力行业也出现了显着增长,并将持续增长,因为它将在2020年前成为“东南亚电池“。公司正在积极寻求两国电力板块的更多机会,以增加其市场份额,并巩固其作为该领域工程提供商的地位。

2019年,公司预计将加强其在中东和东南亚的地位(贡献了公司过去几年的盈利)。随着预计公司计划通过进一步扩大中亚三个国家的市场份额,即公司目前经营的土库曼斯坦,哈萨克斯坦和乌兹别克斯坦,将会获得更多增长。他们的氯碱项目也将在非洲,尤其是坦桑尼亚取得更多进展。他们的地域扩张将有助于缓和和抵消任何不可预见的地缘政治风险,以保持公司的业务目标,并在未来继续推动盈利。整体而言,管理层对世霸动力的前景及未来将继续产生积极成果的观点持乐观态度。
-----------------------------
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 RM1.33 (dividend RM0.015) in 10 months 9 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 5 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 20 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 7 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 5 months 29 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 5 months 1 day, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) in 7 months 3 day, total return is 20.9%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 8 months 22 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 22 days, total return is 13.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.17 in 5 months 1 day, total return is 12.5%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 28 days, total return is 12.3%

l) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.425 in 4 months 4 days, total return is 6.3%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 10 months 23 days, total return is 5.2%

n) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.73 in 21 days, total return is 4.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145 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/BzCRuuRnsHV

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
------------------------------------------
[SERBA DINAMIK HOLDINGS BHD: The Company are actively pursuing for more opportunity in the power sector from Malaysia and Laos to boost its market share and strengthening its position as an engineering provider in the sector]

1Q19 vs 1Q18:
For the quarter ended 31 March 2019 (“Q1FY19”), the Group recorded revenue of RM984.4 million which was 34.7% higher than corresponding quarter of the preceding year (“Q1FY18”) due to strong activities from O&M. The Group also recorded profit before taxation of RM124.5 million, 29.0% higher as compared to profit before taxation of RM96.5 million in Q1FY18.

O&M contribute 87.2% of revenue in Q1FY19 with an increase of RM224.3 million or 35.3% against Q1FY18. The increase was due to higher activities from their MRO activity in Malaysia, Indonesia and middle east region such as Qatar, UAE & Bahrain while IRM activity showed some slight decline against Q1FY18. The segment recorded an improved operating profit of RM157.8 million which represents a gross margin of 18.4%.

EPCC revenue recorded a total of RM111.2 million, increased by RM16.9 million against Q1FY18 and contributed 11.3% of the total revenue of the Group. Additional revenue was derive from their hydro-power plants in Laos which mark the first contribution from the country.

1Q19 vs 4Q18:
For quarter ended 31 March 2019, the Group recorded a slight increase of revenue of 0.7% from immediate preceding quarter (“Q4FY18”) mainly due to increase revenue from other product and services and also EPCC revenue with additional activity from their hydro-power plants project in Laos. The decline in O&M revenue was partially offsetted by an increase in revenue from countries such as UAE, Indonesia and Malaysia.

EPCC revenue recorded an increase of RM7.5 million or 7.2% higher against Q4FY18 which is mainly derived from their contract with New Thunder Technical Services in UAE and Nam Taep 123 Hydropower Company Limited in Laos. Operating profit also recorded an increase from RM16.8 million in Q4FY18 to RM17.2 million in Q1FY19 resulting in 15.5% of gross profit margin. Other product and services recorded an improved in revenue and higher in operating profit mainly due to better margin from their IT related services.

On geographical segmentation, Malaysia remained as the biggest revenue contributor by country, recording a total of RM306.9 million for Q1FY19 or 31.2% of total revenue recording an improvement against Q1FY18. The improvement in revenue is mainly contributed by higher call out works for O&M and EPCC activity.

Middle east contributed 59.1% of the overall revenue for the quarter or RM581.3 million, an increase of RM100.1 million against Q1FY18. The increase was mainly contributed by higher call out activity in Qatar and UAE. Their central asia region contributed RM41.0 million or 4.2% of total revenue for the Group, with the revenue recognised from Turkmenistan amounting to RM37.7 million during the quarter while India contributed the balance. Indonesia contributed 4.6% of total revenue for the quarter or RM45.7 million and europe contributed RM0.3 million of revenue. South east asia region through Laos contributed first revenue of RM7.7 million to the Group or 0.8% of current quarter which derived from their EPCC contract for the development of 30MW hydropower plants in Huoaphan Province, Laos.

Prospects:
Malaysia GDP recorded a higher growth of 4.7% for 4Q2018 (3Q2018: 4.4%) supported by continued expansion in domestic demand and a positive growth in net exports. Private sector expenditure remained the main driver of demand, while a rebound in real exports of goods and services contributed towards the positive growth of net exports. The global economy expansion continued, albeit at a more moderate pace in the 4Q2018. With the exception of the US, major advanced and emerging market economies recorded more
moderate growth.

IMF in their recent report projected global growth is set to moderate in the near term, then pick up modestly. The current forecast envisages that global growth will level off in the first half of 2019 and firm up after that. The projected pickup in the second half of 2019 is predicated on an ongoing build-up of policy stimulus in China, recent improvements in global financial market sentiment, the waning of some temporary drags on growth in the euro area, and a gradual stabilization of conditions in stressed emerging market economies, including Argentina and Turkey.

On the Oil and Gas front, oil prices have slight increased month on month with the Brent Crude price being traded at USD64.43/bbl in March 2019. Oil prices were supported by increasing confidence that the oil market will balance later this year, the better performance of equity markets and growing optimism regarding the possibility of a US-China deal on trade matters. 2019 has a more positive outlook with expected increase in both upstream and downstream activities. PETRONAS’ capital investment is set to be higher than 2018 with anticipated amount of approximately RM50 billion for 2019. This show the confidence of the national oil company towards to industry and create more opportunity for service provider to expand their business.

Middle east oil & gas industry has also shifted its focus from the upstream towards the downstream segments, as the region seeks to diversify by increasing exports of specialised refined petrochemicals products. Some notable plants are expected to come on stream such as the Jazan refinery in Saudi Arabia and expansion of Jebel Ali refinery in UAE which is expected to complete in 2019. This will create more opportunity for the Group to expand its business further in the region.

In term of power industry, electricity generation and consumption has been on increasing trend in Malaysia and expected to continue growing in 2019. Laos also has seen significant growth in their power industry over the years and this will continue as it is set to become the “Battery of South East Asia” by 2020. The Company are actively pursuing for more opportunity in the power sector from both countries to boost its market share and strengthening its position as an engineering provider in the sector.

For 2019, the Company is expecting to strengthen its position in middle east and south east asia which have contributed to the company’s earnings for the past years. More growth is expected to come from central asia as the Company plan expand further by gaining more market share in the three countries i.e. Turkmenistan, Kazakhstan and Uzbekistan which the Company are currently operating in. They will also see more progress in Africa especially in Tanzania with their Chlor-alkali project. Their geographical expansion will help to cushion and offset any unforeseen geopolitical risks for the Company to maintain its business goals and continue driving profitability in future. Overall, the management is optimistic about the prospects of the Group and of the view that the Group will continue to generate positive results in future.
--------------------------------------------------------------------------
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 RM1.33 (dividend RM0.015) in 10 months 9 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 5 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 20 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 7 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 5 months 29 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 5 months 1 day, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) in 7 months 3 day, total return is 20.9%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 8 months 22 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 22 days, total return is 13.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.17 in 5 months 1 day, total return is 12.5%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 28 days, total return is 12.3%

l) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.425 in 4 months 4 days, total return is 6.3%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 10 months 23 days, total return is 5.2%

n) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.73 in 21 days, total return is 4.2%

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/2302632626670145 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

Labels: SERBADK
  PureBULL . likes this.
 
PureBULL . SERBADK,

is the only stock now that has the potential to fly like Yinson n or Takaful.
Its Right Timing is so close n near, perhaps within a few more days only.
If n only IF it closes much higher than 421, New blue sky is so NICE.

1st TP at 599 n beyond is highly achievable ...

https://klse.i3investor.com/blogs/AmInvestResearch/211749.jsp
23/06/2019 4:18 AM
24/06/2019 9:51 AM

[转贴] [Facebook live:浅谈Nestle Malaysia bhd (Nestle)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 22 Jun 2019, 9:16 PM


浅谈Nestle Malaysia bhd (Nestle)
-----------------------------

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 RM1.33 (dividend RM0.015) in 10 months 9 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 5 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 20 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 7 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 5 months 29 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 5 months 1 day, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) in 7 months 3 day, total return is 20.9%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 8 months 22 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 22 days, total return is 13.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.17 in 5 months 1 day, total return is 12.5%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 28 days, total return is 12.3%

l) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.425 in 4 months 4 days, total return is 6.3%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 10 months 23 days, total return is 5.2%

n) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.73 in 21 days, total return is 4.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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

Labels: NESTLE
  Be the first to like this.
 

[转贴] [UZMA BHD:TBRSC项目确认的减值损失] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 22 Jun 2019, 8:58 AM


[UZMA BHD:TBRSC项目确认的减值损失]

与PTD2018相比,乌兹马的收入增加了290万令吉或1%,主要是由于截至2019年1月底时收购了子公司Setegap Venture Petroleum Sdn. Bhd (“SVP”) ,但被某些项目的收入减少而抵消。因此,与PTD2018相比,毛利减少了640万令吉或5.7%。

与毛利减少一致,乌兹马报告调整后的PBT减少970万令吉或30%。减少的原因是TBRSC项目确认的减值损失和PTD2018的减值损失转回,抵消了PTD2019中收购SVP的重新计量收益。

与上一季度相比,乌兹马报告调整后的PBT增加550万令吉或66.8%主要是由于毛利改善及重新计量收益以抵销本季度应收账款减值亏损。

前景:
于2019年1月29日及2019年1月31日宣布,Uzma根据股份出售协议的条款及条件完成收购建议,以收购SVP的额外15%股权。

正如2019年3月14日宣布的那样,Uzma的90.25%同系子公司PT Cougar Drilling Solution Indonesia(“PTCDSI”)获得了为PT Pertamina Hulu Energi Onshore West Java(“PHE-ONWJ”)提供的定向钻井服务的合同。合同期限为2019年2月25日至2021年2月25日(两(2)年),延期期权须经SKK MIGAS批准,SKK MIGAS是印尼政府为管理上游石油和天然气业务活动而建立的机构。

于2019年3月19日及2019年3月20日宣布,乌兹马全资附属公司MMSVS集团控股有限公司(「MMSVS」)已获授予为PTTEP International Limited,PTTEP Siam Limited和PTTEP SP Limited提供Onshore Hydraulic Workover Services(340K)的合约。合同期限为2019年3月1日至2022年6月30日(三(3)年),最长延长期限为一(1)年。
-----------------------------
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 RM1.33 (dividend RM0.015) in 10 months 9 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 5 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 20 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 7 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 5 months 29 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 5 months 1 day, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) in 7 months 3 day, total return is 20.9%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 8 months 22 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 22 days, total return is 13.5%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 28 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 10 months 23 days, total return is 5.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145 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/By_hqqNnG0J

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
---------------
[UZMA BHD: impairment loss recognized for TBRSC project]

The Group’s revenue increased by RM2.9 million or 1% compare to PTD2018 was mainly due to acquisition of a subsidiary Setegap Venture Petroleum Sdn. Bhd (“SVP”) as at the end of January 2019 which offset by the lower recognition of revenue for certain projects. As a result, gross profit decreased by RM6.4million or 5.7% as compared to PTD2018.

In line with the decrease in Gross Profit, the Group reported decrease in adjusted PBT of RM9.7 million or 30%. The decrease was contributed by the impairment loss recognized for TBRSC project and reversal of impairment loss in PTD2018 which offset the re-measurement gain for acquisition of SVP in PTD2019.

In comparing to the preceding quarter, the group reported increase of Adjusted PBT RM5.5 million or 66.8% was mainly due to improve in gross profit and re-measurement gain to offset impairment loss for receivables for current quarter.

Prospects:
As announced on 29 January 2019 and 31 January 2019, Uzma completed the proposed acquisition in accordance with the terms and conditions of the share sale agreement to acquire additional 15% equity interest in SVP.

As announced on 14 March 2019, PT Cougar Drilling Solution Indonesia (“PTCDSI”), 90.25% fellow subsidiary of Uzma had been awarded a contract for the Provision of Directional Drilling Services for PT Pertamina Hulu Energi Onshore West Java (“PHE-ONWJ”). The tenure of the contract is two (2) years from 25 February 2019 to 25 February 2021 with an extension option subject to the approval of SKK MIGAS, an institution established by the Indonesia government to manage upstream oil and gas business activities.

As announced on 19 March 2019 and 20 March 2019, MMSVS Group Holdings Co., Ltd (“MMSVS”), a wholly owned subsidiary of the Group had been awarded a contract for the Provision of Onshore Hydraulic Workover Services (340K) for PTTEP International Limited, PTTEP Siam Limited and PTTEP SP Limited. The tenure of the contract is three (3) years from 1 March 2019 to 30 June 2022 with a maximum extension option of one (1) year.
--------------------------------------------------------------------------
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 RM1.33 (dividend RM0.015) in 10 months 9 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 5 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 20 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 7 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 5 months 29 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 5 months 1 day, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) in 7 months 3 day, total return is 20.9%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 8 months 22 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 22 days, total return is 13.5%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 28 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 10 months 23 days, total return is 5.2%

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/2302632626670145 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

Labels: UZMA
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Top Glove corp bhd (TopGlov)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 21 Jun 2019, 9:15 PM


浅谈Top Glove corp bhd (TopGlov)
-----------------------------

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 RM1.33 (dividend RM0.015) in 10 months 9 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 5 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 20 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 7 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 5 months 29 days, total return is 34.5%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 5 months 1 day, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) in 7 months 3 day, total return is 20.9%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03) in 8 months 22 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 22 days, total return is 13.5%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 28 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 10 months 23 days, total return is 5.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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

Labels: TOPGLOV
  Be the first to like this.
 
GTMS Ma Hou Pao
22/06/2019 10:42 PM

[转贴] [YINSON HOLDINGS BHD:充满挑战的全球经济环境及其他货币对美元的波动] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 21 Jun 2019, 8:31 AM


[YINSON HOLDINGS BHD:充满挑战的全球经济环境及其他货币对美元的波动]

海洋:
部门业绩增加3,195万令吉,主要由于收入录得较高,但被贸易及其他应收款项减值亏损较高,税项可收回减值亏损以及净不利外汇变动所抵销。

其他业务:
较低的亏损主要是由于净有利的外汇变动和投资物业的公允价值损失较低,但由于行政管理费用增加和合资企业投资减值损失而被抵消。

合资企业的业绩:
截至2019年1月31日止财政年度,合营公司业绩减少3042万令吉至1266万令吉,而截至2018年1月31日止相应财政年度则为4308万令吉,主要由于相对而言FSO PTSC Bien Dong 01的预定合约费率较低,以及为继续部署FPSO PTSC Lam Son而签订的临时合约的租约率较低。

截至2019年1月31日止财政年度,联营公司业绩减少58万令吉至盈利15万令吉,而截至2018年1月31日止财政年度的盈利则为73万令吉,主要由于缺少关联公司的业绩份额,因为自2017年6月起,被重新分类为公司子公司。

税后综合利润:
于本财政年度,云升控股的税后利润减少2769万令吉或9.48%至2.6438亿令吉,而截至2018年1月31日止的相应财政年度则为2.9207亿令吉。减少主要归因于贸易及应收款项减值亏损较高,为174万令吉,可收回税项减值亏损为369万令吉,折旧及摊销较高额为6025万令吉,合营企业投资减值亏损为1,289万令吉,较低合资企业的业绩份额为3,042万令吉,融资成本增加到7,802万令吉,税项开支增加到979万令吉。

如果利润不受物业,厂房及设备减值亏损及合营企业投资减值亏损影响,则云升控股于本财政年度的税后利润将为3亿1030万令吉,而去年截至2018年1月31日止的相应财政年度则为3.2487亿令吉。

合并财务状况:
截至2018年1月31日止的上一个经审核财政年度,云升控股的短期负债由去年同期的7.6135亿令吉增加了5.5735亿令吉或73.21%至13.187亿令吉,主要是由于承担新的FPSO船舶转换所产生的应付账款增加,承认因卖掉附属公司26%股权而产生的认沽期权责任以及较高贷款及借贷的影响。云升控股的流动资金指标,Current Ratio(“流动资产”除以“短期负债”)减少至1.40倍,而截至2018年1月31日止的上一个经审核财政年度则为1.62倍。

与上一季相比:
PBT的增加主要归因于录得较高的收入,没有投资物业公平值的亏损350万令吉及物业,厂房及设备减值亏损净逆转1.0463亿令吉,但被贸易及其他应收款项减值亏损为109万令吉,可收回税项减值亏损369万令吉,净不利外汇变动4,852万令吉及合营企业投资减值亏损1289万令吉所抵销。

前景:
由于新的替代能源资源和金融机构对该行业的风险偏好,石油和天然气行业的短期至中期前景仍然具有挑战性和不确定性。目前全球经济总体面临着贸易保护主义抬头​​,地缘政治条件不确定以及下行风险加大的风险。维持主要经济体前所未有的宽松货币环境以鼓励企业的增长趋势变得不明朗,美国联邦储备委员会开始缓和其采取逐步增加利率政策的立场,这是由于持续的全球贸易争端间接导致的。在充满挑战的全球经济环境及其他货币对美元的波动中,云升控股将努力在截至2020年1月31日的下一个财政年度取得令人满意的业绩。
-----------------------------
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 RM1.34 (dividend RM0.015) in 10 months 8 days, total return is 89.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.40 in 6 months 4 days, total return is 75%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.32 (dividend RM0.04) in 11 months 19 days, total return is 71.1%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.58 (dividend RM0.0825) in 8 months 6 days, total return is 40.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 28 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 5 months, total return is 28.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.55 (dividend RM0.035) in 7 months 2 day, total return is 24.8%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.66 (dividends RM0.03) in 8 months 21 days, total return is 18.2%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 21 days, total return is 13.5%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 27 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.10 (dividends RM0.084) in 10 months 22 days, total return is 5.7%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145 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/By85zhyHh4D

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
--------------------------------
[YINSON HOLDINGS BHD: challenging global economic environment and the volatility of other currencies against US Dollar]

Offshore & Marine:
The segment results increased by RM31.95 million mainly due to higher recorded revenue but set-off by higher impairment loss on trade and other receivables, impairment loss on tax recoverable and net unfavorable foreign exchange movement.

Other Operations:
The lower loss was mainly driven by net favorable foreign exchange movement and lower fair value loss on investment properties but set-off by higher administrative overheads and impairment loss on investment in a joint venture.

Results of Joint Ventures and Associates:
The share of the results of joint ventures has decreased by RM30.42 million to profit of RM12.66 million for the financial year ended 31 January 2019 as compared to RM43.08 million for the corresponding financial year ended 31 January 2018 mainly due to comparatively lower scheduled contract chartering rate for FSO PTSC Bien Dong 01 and lower chartering rate from the interim contract entered for continue deployment of FPSO PTSC Lam Son.

The share of results of associates has decreased by RM0.58 million to profit of RM0.15 million for the financial year ended 31 January 2019 as compared to profit of RM0.73 million for the financial year ended 31 January 2018 mainly due to the absence of share of results upon an associated company reclassification as the Company’s subsidiary since June 2017.

Consolidated profit after tax:
For the current financial year under review, the Group’s profit after tax has decreased by RM27.69 million or 9.48% to RM264.38 million as compared to RM292.07 million for the corresponding financial year ended 31 January 2018. The decrease was mainly attributable to higher impairment loss on trade and receivables of RM1.74 million, impairment loss on tax recoverable of RM3.69 million, higher depreciation and amortisation of RM60.25 million, impairment loss on investment in a joint venture of RM12.89 million, lower share of results in joint ventures of RM30.42 million, higher finance cost of RM78.02 million and higher tax expenses of RM9.79 million.

Should the results not be affected by impairment loss on property, plant & equipment and impairment loss on investment in a joint venture, the Group’s profit after tax for the current financial year under review would be RM310.30 million as compared to RM324.87 million for the corresponding financial year ended 31 January 2018.

Consolidated financial position:
the Group’s current liabilities has increased by RM557.35 million or 73.21% to RM1,318.70 million from RM761.35 million for the last audited financial year ended 31 January 2018 mainly due to the higher payables position incurred to undertake new FPSO vessel conversion, recognition of put option liability arising from the disposal of 26% equity interest in a subsidiary and effect of higher loans and borrowings. The Group’s liquidity indicators, Current Ratio (Calculated as “Current Assets” divided by “Current Liabilities”) decreased to 1.40 times as compared to 1.62 times for the last audited financial year ended 31 January 2018.

Compared with Preceding Quarter:
The increase of PBT was mainly attributable to profit on higher recorded revenue, absence of fair value loss on investment properties of RM3.50 million and net reversal effect on impairment loss on property, plant & equipment of RM104.63 million, set-off mainly by impairment loss on trade and other receivables of RM1.09 million, impairment loss on tax recoverable of RM3.69 million, net unfavorable forex movement of RM48.52 million and impairment loss on investment in a joint venture of RM12.89 million.

Prospects:
The short-term to medium-term outlook in the oil and gas industry remains challenging and uncertain due to emerging new alternative energy resources and financial institutions risk appetite towards the sector. Overall current global economic is exposed to the risk of increasing trade protectionism, geopolitical conditions uncertainty, with higher downside risks. Tendency to uphold the unprecedented easing of monetary conditions in major economies to encourage businesses has growth uncertain with the Federal Reserve of United States soften its stands in adopting gradual incremental policy on interest rate indirectly resulted from on-going global trade disputes. Amid the challenging global economic environment and the volatility of other currencies against US Dollar, the Group shall strive to achieve satisfactory results for the next financial year ending 31 January 2020.
--------------------------------------------------------------------------
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 RM1.34 (dividend RM0.015) in 10 months 8 days, total return is 89.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.40 in 6 months 4 days, total return is 75%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.32 (dividend RM0.04) in 11 months 19 days, total return is 71.1%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.58 (dividend RM0.0825) in 8 months 6 days, total return is 40.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 28 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 5 months, total return is 28.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.55 (dividend RM0.035) in 7 months 2 day, total return is 24.8%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.66 (dividends RM0.03) in 8 months 21 days, total return is 18.2%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 21 days, total return is 13.5%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 27 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.10 (dividends RM0.084) in 10 months 22 days, total return is 5.7%

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/2302632626670145 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

Labels: YINSON
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Misc bhd (Misc)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 20 Jun 2019, 7:17 PM


浅谈Misc bhd (Misc)
-----------------------------

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 RM1.34 (dividend RM0.015) in 10 months 8 days, total return is 89.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.40 in 6 months 4 days, total return is 75%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.32 (dividend RM0.04) in 11 months 19 days, total return is 71.1%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.58 (dividend RM0.0825) in 8 months 6 days, total return is 40.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 28 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 5 months, total return is 28.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.55 (dividend RM0.035) in 7 months 2 day, total return is 24.8%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.66 (dividends RM0.03) in 8 months 21 days, total return is 18.2%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 in 5 months 21 days, total return is 13.5%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 27 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.10 (dividends RM0.084) in 10 months 22 days, total return is 5.7%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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

Labels: MISC
  Be the first to like this.
 

[转贴] [PANTECH GROUP HOLDINGS BHD:专注及扩展其现有业务,并寻求机会扩大其本地及海外业务,扩大其作为石油及天然气行业和上下游产业的主要管条,阀门及配件解决方案供应商的能力] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 20 Jun 2019, 8:51 AM


[PANTECH GROUP HOLDINGS BHD:专注及扩展其现有业务,并寻求机会扩大其本地及海外业务,扩大其作为石油及天然气行业和上下游产业的主要管条,阀门及配件解决方案供应商的能力]

交易部门:
截至2019年2月28日止的当前季度,交易部门的外部收入增加到9,391万令吉(Q4FY18:8,570万令吉),以及更高的部门税前利润为1335万令吉(Q4FY18:948万令吉),分别增加约821万令吉(9.59%)及387万令吉(40.82%)。

截至2019年2月28日止12个月,贸易部门录得较高的外部收入3.871亿令吉(18财年12个月:3.4797亿令吉)及较高的部门税前利润5090万令吉(18财年12个月:4139万令吉),分别增加约3,913万令吉(11.25%)及951万令吉(22.98%)。本季度及2019年2月28日止12个月的部门收入和税前利润增加主要是由于本地石油和天然气项目的销售需求和交付量增加。

制造部门:
截至2019年2月28日止的当前季度,制造部门录得较低的外部收入4870万令吉(Q4FY18:6,386万令吉)和较低的税前利润为RM207万(Q4FY18:598万令吉),分别减少约1516万令吉(23.73%)及390万令吉(65.33%)。

截至2019年2月28日止12个月,制造部门录得较低的外部收入2.2211亿令吉(18财年12个月:2.668亿令吉)和较低的部门税前利润1505万令吉(FY18 12个月:RM2188万),分别减少约4468万令吉(16.75%)及684万令吉(31.24%)。

集团业绩:
截至2019年2月28日止的本季度,鹏达集团收入较低,为1.4261亿令吉(Q4FY18:1.4956亿令吉),而税前利润(「PBT」)则略低到1402万令吉(QYFY18:1421万令吉)。截至2019年2月28日止12个月,鹏达集团收入较低,为6.0922亿令吉(18财年12个月:6.1477亿令吉),但税前利润为6,163万令吉(18财年12个月:5,813万令吉) 。尽管碳钢制造厂的销售贡献减少,但集团业绩增长的主要原因是交易部门的销售需求增加。

在本季度审核中,集团报告的收入较上一季度的1.4016亿令吉增加到1.4261亿令吉。随着销售额增加,集团报告的税后利润(“PAT”)为1147万令吉,而上一季度则为1119万令吉,这主要是由于贸易部门的产品组合较好。

前景:
鹏达集团将审慎地继续专注及扩展其现有业务,并寻求机会扩大其本地及海外业务,扩大其作为石油及天然气行业和上下游产业的主要管条,阀门及配件解决方案供应商的能力。

鹏达集团认为有机会从马来西亚及东南亚上游石油及天然气活动增加的活动中获得更多订单。除非有不可预见的情况,鹏达集团预期下一财政年度的整体表现仍将令人满意。
-----------------------------
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 RM1.33 (dividend RM0.015) in 10 months 7 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 6 months 3 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 18 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.55 (dividend RM0.0825) in 8 months 5 days, total return is 39.3%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 4 months 30 days, total return is 31.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 27 days, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months 1 day, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 20 days, total return is 19.6%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 20 days, total return is 14.1%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 26 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 21 days, total return is 4.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2302632626670145 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/By6XWDFHCeP

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
---------------------------------------------
[PANTECH GROUP HOLDINGS BHD: focus and expand on its existing revenue generating businesses and seek opportunities to grow its businesses, both local and overseas, by expanding its capacity as the major pipes, valves and fittings solutions provider to the oil and gas industries, related upstream and downstream industries]

Trading Division:
For the current quarter ended 28 February 2019, the trading division recorded higher external revenue of RM93.91 million (Q4FY18: RM85.70 million) and higher segment profit before tax of RM13.35 million (Q4FY18: RM9.48 million), an increase of approximately RM8.21 million (9.59%) and RM3.87 million (40.82%) respectively.

For the 12 months ended 28 February 2019, the trading division recorded higher external revenue of RM387.10 million (12 months FY18: RM347.97 million) and higher segment profit before tax of RM50.90 million (12 months FY18: RM41.39 million), an increase of approximately RM39.13 million (11.25%) and RM9.51 million (22.98%) respectively. The higher revenue and segment profit before tax for the current quarter and the 12 months ended 28 February 2019 was mainly due to the increased in sales demand and delivery in local oil and gas projects.

Manufacturing Division:
For the current quarter ended 28 February 2019, the manufacturing division recorded lower external revenue of RM48.70 million (Q4FY18: RM63.86 million) and a lower segment profit before tax of RM2.07 million (Q4FY18: RM5.98 million), a decrease of approximately RM15.16 million (23.73%) and RM3.90 million (65.33%) respectively.

For the 12 months ended 28 February 2019, the manufacturing division recorded lower external revenue of RM222.11 million (12 months FY18: RM266.80 million) and lower segment profit before tax of RM15.05 million (12 months FY18: RM21.88 million), a decrease of approximately RM44.68 million (16.75%) and RM6.84 million (31.24%) respectively.

Group Performance:
For the current quarter ended 28 February 2019, the Group registered lower revenue of RM142.61 million (Q4FY18: RM149.56 million) and marginally lower profit before tax (“PBT”) of RM14.02 million (Q4FY18: RM14.21 million). For the 12 months ended 28 February 2019, the Group registered lower revenue of RM609.22 million (12 months FY18: RM614.77 million) but a higher profit before tax of RM61.63 million (12 months FY18: RM58.13 million). The better Group performance was mainly due to the increase in sales demand from trading division despite lower sales contribution from carbon steel manufacturing plant.

In the current quarter under review, the Group reported higher revenue of RM142.61 million compared to the preceding quarter of RM140.16 million. In tandem with higher sales, the Group reported higher profit after taxation (“PAT”) of RM11.47 million compared to preceding quarter of RM11.19 million which was mainly due to the better product mix from trading division.

Prospects:
The Group will prudently continue to focus and expand on its existing revenue generating businesses and seek opportunities to grow its businesses, both local and overseas, by expanding its capacity as the major pipes, valves and fittings solutions provider to the oil and gas industries, related upstream and downstream industries.

The Group see the opportunities to secure more orders from the increased activities in upstream oil and gas activities in Malaysia and Southeast Asia. Barring further unforeseen circumstances, the Group expects its overall performance for the next financial year to remain satisfactory.
--------------------------------------------------------------------------
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 RM1.33 (dividend RM0.015) in 10 months 7 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 6 months 3 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 18 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.55 (dividend RM0.0825) in 8 months 5 days, total return is 39.3%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 4 months 30 days, total return is 31.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 27 days, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months 1 day, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 20 days, total return is 19.6%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 20 days, total return is 14.1%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 26 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 21 days, total return is 4.2%

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/2302632626670145 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

Labels: PANTECH
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Axiata group berhad (Axiata)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 19 Jun 2019, 9:17 PM


浅谈Axiata group berhad (Axiata)
-----------------------------

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 RM1.33 (dividend RM0.015) in 10 months 7 days, total return is 88.1%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 6 months 3 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 18 days, total return is 68.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.55 (dividend RM0.0825) in 8 months 5 days, total return is 39.3%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 4 months 30 days, total return is 31.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 27 days, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months 1 day, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 20 days, total return is 19.6%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 20 days, total return is 14.1%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 26 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 21 days, total return is 4.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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

Labels: AXIATA
  Be the first to like this.
 

[转贴] [TOP GLOVE CORP BHD:扩建计划将使集团的生产线总数增加224条,生产能力每年增加228亿支手套,到2020年12月,Top Glove预计将拥有872条生产线和年产能833亿手套] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 19 Jun 2019, 9:03 AM


[TOP GLOVE CORP BHD:扩建计划将使集团的生产线总数增加224条,生产能力每年增加228亿支手套,到2020年12月,Top Glove预计将拥有872条生产线和年产能833亿手套]

YoY:
尽管环境充满挑战,但在3QFY19,集团的销售收入为11.9亿令吉,比3QFY18增长8.1%,而在3QFY18销售量也增长9%。原材料价格上涨,但由于2019年5月起其平均销售价格有向上修正,从而提高了天然橡胶手套市场的利润贡献。至于丁腈手套领域,由于销量增加和原材料价格下降,以及新设施的生产效率提高,贡献有所改善。

在9个月的基础上,Top Glove的销售收入达到36亿令吉,较18财年同期增长20.5%,已相当于18财年销售收入总额的86%。与9MFY18相比,销售额同比增长了15%。

QoQ:
与上季度相比,3QFY19的销售收入增长2.6%,销售量与2QFY19相比增长2%。原材料价格上涨,但由于销售价格有修正,从2019年5月开始有所改善。丁腈乳胶价格小幅下跌3.1%至每公斤1.05美元,这减轻了丁腈手套领域竞争的影响。为确保其能够满足强劲的需求增长,顶级手套将继续提高产品质量和生产效率,并增加产能。

前景:
Top Glove有能力满足全球手套需求,预计每年至少增长10%,并将继续扩大其业务。扩建计划将使集团的生产线总数增加224条,生产能力每年增加228亿支手套。到2020年12月,Top Glove预计将拥有872条生产线和年产能833亿手套。

在另一项开发项目中,Top Glove最近推出了旗舰绿色产品BioG​​reen可生物降解丁腈手套(无粉),与世界环境日同时举行。这种手套的开发是为了保护环境,同时保护使用者,与传统的丁腈检查手套相比,这些手套的生物降解速度至少快10倍,从而提供了“寿命终止解决方案”,有助于减少垃圾填埋场的垃圾堆积。

根据其对可持续发展的承诺,Top Glove还将继续加强其在ESG领域的实践,特别是在劳工实践方面。为了表彰其社区外展工作,Top Glove还被评为2019年马来西亚奖的CSR年度马来西亚公司(制造业)。
-----------------------------
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 RM1.32 (dividend RM0.015) in 10 months 6 days, total return is 86.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.36 in 6 months 2 days, total return is 70%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 17 days, total return is 64.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.56 (dividend RM0.0825) in 8 months 4 days, total return is 39.8%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 26 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 4 months 29 days, total return is 28.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 19 day, total return is 19.6%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 19 day, total return is 14.1%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 25 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 20 days, total return is 4.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721 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/By3z5kQnISd

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
--------------------------------
[TOP GLOVE CORP BHD: Expansion plans will boost the Group’s total number of production lines by an additional 224 lines and production capacity by 22.8 billion gloves per annum, by December 2020, Top Glove is projected to have 872 production lines and a production capacity of 83.3 billion gloves per annum]

YoY:
For 3QFY19, the Group’s Sales Revenue came in at RM1.19 billion, 8.1% higher than 3QFY18 following a 9% increase in Sales Volume versus 3QFY18, in spite of the challenging environment. The price increased of raw materials has improved as the effect of upward revisions to its average selling prices were reflected from May 2019 onwards, which improved the profit contribution from the natural rubber glove segment. As for nitrile glove segment, there was improvement in contribution due to higher sales volume and declining raw material price, coupled with improved in production efficiency from new facilities.

On a 9 months basis, Top Glove attained Sales Revenue of RM3.6 billion, an upturn of 20.5% compared with the corresponding period in FY18, which already amounts to 86% of the total Sales Revenue in FY18. In tandem, Sales Volume also grew 15% compared with 9MFY18.

QoQ:
On a quarter on quarter comparison, Sales Revenue for 3QFY19 increased 2.6% and Sales Volume increased by 2% compared with 2QFY19. The price increased of raw materials has improved from May 2019 onwards due to the effect of selling price revision. The nitrile latex price decreased slightly by 3.1% to USD1.05/kg, which mitigated the impact from competition in nitrile glove segment. In order to ensure it is well-positioned to cater to the strong demand growth, the Group will continue to improve its product quality and manufacturing efficiency, and also increase its capacity.

Prospects:
Top Glove is well-positioned to cater to global glove demand, which is projected to grow by at least 10% annually and will continue expanding its operations. Expansion plans will boost the Group’s total number of production lines by an additional 224 lines and production capacity by 22.8 billion gloves per annum. By December 2020, Top Glove is projected to have 872 production lines and a production capacity of 83.3 billion gloves per annum.

In another development, Top Glove recently launched its flagship green product, BioGreen Biodegradable Nitrile Gloves (Powder-Free), in conjunction with World Environment Day. Developed to safeguard the environment while protecting the user, these gloves are proven to biodegrade at least 10 times faster compared to conventional nitrile examination gloves, thereby providing an “end-of-life solution” to help reduce the accumulation of waste in landfills.

In line with its commitment to sustainability, Top Glove will also continue to level up its practices in the ESG space particularly in terms of labour practices. In recognition of its community outreach efforts, Top Glove was also named CSR Malaysia Company of the Year (Manufacturing) in the CSR Malaysia Awards 2019.
--------------------------------------------------------------------------
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 RM1.32 (dividend RM0.015) in 10 months 6 days, total return is 86.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.36 in 6 months 2 days, total return is 70%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 17 days, total return is 64.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.56 (dividend RM0.0825) in 8 months 4 days, total return is 39.8%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 26 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 4 months 29 days, total return is 28.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 19 day, total return is 19.6%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 19 day, total return is 14.1%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 25 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 20 days, total return is 4.2%

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/2292806867652721 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

  Be the first to like this.
 

[转贴] [Facebook live:浅谈Mestron holdings berhad (Mestron)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 18 Jun 2019, 9:18 PM


浅谈Mestron holdings berhad (Mestron)
-----------------------------

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 RM1.32 (dividend RM0.015) in 10 months 6 days, total return is 86.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.36 in 6 months 2 days, total return is 70%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 17 days, total return is 64.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.56 (dividend RM0.0825) in 8 months 4 days, total return is 39.8%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 26 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 4 months 29 days, total return is 28.7%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 19 day, total return is 19.6%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 19 day, total return is 14.1%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 25 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 20 days, total return is 4.2%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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

Labels: MESTRON
  Be the first to like this.
 

[转贴] [PRESTARIANG BERHAD:SKIN项目终止导致其停止收入确认] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 18 Jun 2019, 9:00 AM


[PRESTARIANG BERHAD:SKIN项目终止导致其停止收入确认]

Q119 vs. Q118:
毕达良本季度收入较低,为4180万令吉,而去年同期为7,270万令吉,低了3090万令吉或43%。收入大幅减少主要是由于SKIN项目终止导致其停止收入确认。

毕达良录得LBT为360万令吉,较上一年度相应季度减少1,670万令吉,原因是已终止确认SKIN收入的净流量及当前业务的较高成本即较高的​​融资成本,加上一次性拨备因UNIMY搬迁至新地点而导致的固定资产减值。

PTD19 vs. PTD17:
由于支付税项及其罚款,软件和服务的财务和运营成本较高,而教育部门因较低的学生注册水平和更高的运营支出而保持疲弱,因此集团PBT较2017年的PTD的3790万令吉低了1810万令吉或48%。

Q119 vs. Q418:
毕达良录得LBT为360万令吉,比上一季度的130万令吉低了490万令吉,原因是营运成本较高,因为教育业务较低的学生入学人数及软件的财务及营运成本较高,和由于UNIMY搬迁而导致固定资产减值准备增加导致经营支出增加。

前景:
这公司预计毕达良于2019年6月30日止财政年度的表现仍将继续面临挑战。
-----------------------------
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 RM1.35 (dividend RM0.015) in 10 months 5 days, total return is 90.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 6 months 1 day, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 16 days, total return is 64.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 3 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 25 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.745 in 4 months 28 days, total return is 29.6%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 18 day, total return is 19.6%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.44 (dividend RM0.035) in 6 months 30 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 5 months 18 day, total return is 14.7%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 24 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 19 days, total return is 4.4%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721 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/By1OzSXnSD_

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
------------------------------
[PRESTARIANG BERHAD: termination of SKIN project resulted to discontinuing its revenue recognition]

Q119 vs. Q118:
The Group recorded a lower revenue of RM41.8 million, RM30.9 million or 43% lower for the current quarter compared to RM72.7 million recorded in previous year corresponding quarter. The significant reduction in revenue was mainly due to termination of SKIN project resulted to discontinuing its revenue recognition.

The Group recorded LBT of RM3.6 million, RM16.7 million lower than the previous year corresponding quarter due to net flow through of discontinued recognition of SKIN’s revenue and higher costs of doing current business namely higher finance cost , coupled with one off provision for impairment of fixed assets due to relocation of UNIMY to new location.

PTD19 vs. PTD17:
The Group PBT was lower by RM18.1 million or 48% in comparison to PTD 2017 of RM37.9 million due to payment of under taxation and its penalties, higher finance and operating costs for Software and Services whilst Education segment remained weak due to lower student enrollment and higher operating expenditures.

Q119 vs. Q418:
The Group recorded LBT of RM3.6 million, RM4.9 million lower than the preceding quarter of RM1.3 million due to higher costs for doing business namely higher finance and operating costs for Software and Education segment remained weak due to lower students enrollment and higher operating expenditures compounded by provision for impairment of fixed assets due to UNIMY’s relocation.

Prospects:
The Company foresees the Group's performance for the financial year ending 30 June 2019 continue to remain challenging.
--------------------------------------------------------------------------
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 RM1.35 (dividend RM0.015) in 10 months 5 days, total return is 90.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 6 months 1 day, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 16 days, total return is 64.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 3 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 25 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.745 in 4 months 28 days, total return is 29.6%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 18 day, total return is 19.6%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.44 (dividend RM0.035) in 6 months 30 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 5 months 18 day, total return is 14.7%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 24 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 19 days, total return is 4.4%

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/2292806867652721 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

Labels: PRESBHD
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Bermaz Auto bhd (BAuto)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 17 Jun 2019, 9:15 PM


浅谈Bermaz Auto bhd (BAuto)
-----------------------------

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 RM1.35 (dividend RM0.015) in 10 months 5 days, total return is 90.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 6 months 1 day, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 16 days, total return is 64.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 3 days, total return is 41.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 25 days, total return is 30.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.745 in 4 months 28 days, total return is 29.6%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 18 day, total return is 19.6%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.44 (dividend RM0.035) in 6 months 30 days, total return is 16.1%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 5 months 18 day, total return is 14.7%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 24 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 19 days, total return is 4.4%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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

Labels: BAUTO
  Be the first to like this.
 

[转贴] [HEINEKEN MALAYSIA BHD:政府和马来西亚皇家海关总署在加强执法以打击非法酒精方面作出了很好的努力,因为这对政府和啤酒业都构成了收入泄漏] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 17 Jun 2019, 8:55 AM


[HEINEKEN MALAYSIA BHD:政府和马来西亚皇家海关总署在加强执法以打击非法酒精方面作出了很好的努力,因为这对政府和啤酒业都构成了收入泄漏]

1Q19 vs 1Q18:
集团收入与2018年同期相比增长了21%,主要是由于2019年华人新年期间有效的商业促销活动让销量增加以及2019年4月1日价格调整前销售收入增加所致。集团税前利润(“PBT”)增长10%归因于更高的销售额和有效的商业支出管理。

1Q19 vs 4Q18:
总收入和PBT分别下降了27%和48%,主要是由于年末节日和2019年华人新年在截至2018年12月31日结束的早期销售。

前景:
凭借第一季度的稳健增长,他们将继续加强对其激励品牌执行正确的战略,并提高运营效率,为利益相关者创造价值,并在2019年实现令人满意的业绩。该集团承认政府和马来西亚皇家海关总署在加强执法以打击非法酒精方面作出了很好的努力,因为这对政府和啤酒业都构成了收入泄漏。执法行动取得了积极成果,喜力大马将继续与有关当局密切合作,支持他们解决这一问题的举措。
-----------------------------
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 RM1.37 (dividend RM0.015) in 10 months 2 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 5 months 29 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 (dividend RM0.04) in 11 months 13 days, total return is 63.5%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.52 (dividend RM0.0825) in 8 months, total return is 37.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 25 days, total return is 30.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 5 months 22 days, total return is 29.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 15 day, total return is 19.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 5 months 15 day, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.42 (dividend RM0.035) in 6 months 27 days, total return is 14.6%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 21 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 16 days, total return is 4.4%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721 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/ByypfLvnSc3

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
------------------------------------
[HEINEKEN MALAYSIA BHD: The Group acknowledges the good efforts of the Government and the Royal Malaysian Customs Department in intensifying enforcement to clamp down on illicit alcohol as this represents revenue leakages to both the Government as well as the beer industry]

1Q19 vs 1Q18:
Group revenue grew by 21% as compared to the same quarter in 2018 mainly driven by higher sales volume from effective execution of commercial campaigns during the Chinese New Year 2019 and the increase in sales revenue prior to the price adjustment on 1 April 2019. Group profit before tax (“PBT”) grew 10% attributed to higher sales and efficient management of commercial spend.

1Q19 vs 4Q18:
Gross revenue and PBT declined by 27% and 48% respectively, principally due to the year-end festive seasons and the earlier sell-in for Chinese New Year 2019 which took place in the 3 months ended 31 December 2018.

Prospects:
Leveraging on the solid growth in Q1, they will continue to sharpen their focus on executing the right strategies on their inspirational brands and driving operational efficiency to drive value creation for their stakeholders and deliver satisfactory performance for 2019. The Group acknowledges the good efforts of the Government and the Royal Malaysian Customs Department in intensifying enforcement to clamp down on illicit alcohol as this represents revenue leakages to both the Government as well as the beer industry. There have been positive results from enforcement actions and the Group will continue to work closely with relevant authorities in support of their initiatives to address this issue.
--------------------------------------------------------------------------
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 RM1.37 (dividend RM0.015) in 10 months 2 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 5 months 29 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 (dividend RM0.04) in 11 months 13 days, total return is 63.5%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.52 (dividend RM0.0825) in 8 months, total return is 37.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 25 days, total return is 30.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 5 months 22 days, total return is 29.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 15 day, total return is 19.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 5 months 15 day, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.42 (dividend RM0.035) in 6 months 27 days, total return is 14.6%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 21 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 16 days, total return is 4.4%

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/2292806867652721 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

Labels: HEIM
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Digi .com bhd (Digi)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 16 Jun 2019, 9:20 PM


浅谈Digi .com bhd (Digi)
-----------------------------

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 RM1.37 (dividend RM0.015) in 10 months 2 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 5 months 29 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 (dividend RM0.04) in 11 months 13 days, total return is 63.5%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.52 (dividend RM0.0825) in 8 months, total return is 37.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 25 days, total return is 30.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 5 months 22 days, total return is 29.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 15 day, total return is 19.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 5 months 15 day, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.42 (dividend RM0.035) in 6 months 27 days, total return is 14.6%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 21 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 16 days, total return is 4.4%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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

Labels: DIGI
  Be the first to like this.
 

[转贴] [YTL CORP BHD:水泥生产和贸易,以及房地产市场环境充满挑战,新加坡的电力市场将保持竞争性] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 16 Jun 2019, 10:23 AM


[YTL CORP BHD:水泥生产和贸易,以及房地产市场环境充满挑战,新加坡的电力市场将保持竞争性]

杨忠礼机构本季度的PBT录得2.761亿令吉。与去年录得的3.77亿令吉相比,这减少了1亿90万令吉或26.8%。在回顾的9个月中,该期间的集团PBT为8.423亿令吉。与去年录得的利润为12.142亿令吉相比,这减少了3亿7,190万令吉或30.6%。

施工:
在本季度/ 9个月内,收入和PBT的增加是由于从Gemas到JB的electrified double-tracking railway项目的进度计费增加。

IT和电子商务相关业务:
本季度收入下降是由于内容和数字媒体部门的收入减少,而LBT则是由于利息收入减少和联营公司业绩下降所致。在所审查的9个月中,收入和PBT的减少是由于内容和数字媒体部门录得的收入减少。

水泥制造和贸易:
本季度,由于所有部门的销量下降,收入减少,而PBT的增加则归因于较高的销售价格,较低的营业费用以及相关公司的较高利润份额。在所审查的9个月中,收入和PBT的下降是由于所有部门的销售量下降以及Pentadbir Tanah KL收购Mass Rapid Transit项目后,没有卖掉土地的收益。

物业投资及发展:
本季度,PBT减少的原因是YTL Hospitality REIT记录的以澳元计价的定期贷款的未实现外汇收益较低。在审查的9个月中,收入和PBT下降是由于Udapakat Bina Sdn. Bhd.(YTL Land&Development Berhad的全资子公司)没有从土地卖掉中获得一次性收益,因为Pentadbir Tanah KL收购Mass Rapid Transit项目和较低的未实现外汇收益。

管理服务及其他:
本季度,收入减少是由于外国子公司对基金投资收到的股息收入减少,而PBT因运营成本下降,投资和衍生品公允价值变动以及YTL Power International Berhad记录的应计技术服务收入增加而有所改善。

酒店:
本季度,较低的PBT是由于Niseko Village K.K.的运营费用增加。

公用事业:
在本季度/ 9个月内,收入增加是由于燃油价格上涨,而PBT较低是由于零售和油罐租赁利润率下降,运营和融资成本增加以及应收款项的减值准备(法院就多功能公用事业(商户)部门记录的未决诉讼作出决定后)。

QoQ:
收入减少是由于建筑和水泥制造和贸易部门的收入减少。

前景:
施工:
由于建筑合约主要涉及杨忠礼机构的物业发展及基建工程,预期于2019年6月30日止财政年度会取得令人满意的表现。

IT与电子商务:
鉴于其收入的很大一部分来自相对有弹性的共享费收入,因此截至2019年6月30日止财政年度该部门的前景应令人满意。

水泥生产和贸易:
该行业的前景仍然在行业参与者之间充满竞争性,预计在2019年6月30日结束的财政年度将取得令人满意的业绩。

物业投资及发展:
尽管马来西亚和新加坡的房地产市场环境充满挑战,但杨忠礼机构将继续开展营销工作。

管理服务及其他/酒店:
预计2019年6月30日止财政年度这两个部门的表现仍然会令人满意。

公用事业:
由于全球市场的波动和批发电力市场的发电容量供过于求,新加坡的电力市场将保持竞争性。尽管面临挑战,该部门仍将继续专注于核心业务以外的多元化和客户服务,以将业务变成integrated multi-utilities supply。
-----------------------------
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 RM1.37 (dividend RM0.015) in 10 months 2 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 5 months 29 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 (dividend RM0.04) in 11 months 13 days, total return is 63.5%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.52 (dividend RM0.0825) in 8 months, total return is 37.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 25 days, total return is 30.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 5 months 22 days, total return is 29.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 15 day, total return is 19.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 5 months 15 day, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.42 (dividend RM0.035) in 6 months 27 days, total return is 14.6%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 21 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 16 days, total return is 4.4%

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14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721 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/BywOjAEnUPE

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
---------------------
[YTL CORP BHD: the challenging Cement manufacturing & trading segment, and property market conditions both in Malaysia and Singapore, electricity market in Singapore will remain competitive]

The Group recorded a PBT of RM276.1m for this quarter. This represents a decrease of RM100.9m or 26.8% as compared to a profit of RM377m recorded in last year. For the 9 months under review, Group PBT for this period stood at RM842.3m. This represents a decrease of RM371.9m or 30.6% as compared to a profit of RM1214.2m recorded in last year.

Construction:
For this quarter / 9 months under review, the increase in revenue and PBT was due to increase in progress billing for the electrified double-tracking railway project from Gemas to JB.

IT & e-commerce related business:
For this quarter, revenue decreased due to lower revenue by Content and digital media division whilst the LBT was due to lower interest income earned and lower shares of results in associated company. For the 9 months under review, the decrease in revenue and PBT was due to lower revenue recorded by Content and digital media division.

Cement Manufacturing & trading:
For this quarter, revenue decreased due to lower sales volume from all divisions whilst increase in PBT was due to higher selling price, lower operating expenses and higher share of profits of the associated company. For the 9 months under review, the decrease in revenue and PBT was due to lower sales volume from all divisions and absence of gain on disposal of land following the acquisition by Pentadbir Tanah KL for the Mass Rapid Transit project.

Property investment & development:
For this quarter, the decrease PBT was due to the lower unrealised forex gain on term loan denominated in Australian Dollar recorded by YTL Hospitality REIT. For the 9 months under review, revenue and PBT decreased were due to the absence of one-off gain from land disposal by Udapakat Bina Sdn. Bhd. a wholly-owned subsidiary of YTL Land & Development Berhad following the acquisition by Pentadbir Tanah KL for the Mass Rapid Transit project and lower unrealised forex gain.

Management services & others:
For this quarter, decrease in revenue was due to lower distribution income received from investment in a fund by a foreign subsidiary whilst PBT improved due to lower operating costs, fair value changes in investments and derivatives and coupled with accrued technical service income recorded by YTL Power International Berhad.

Hotels:
This quarter, the lower PBT was due to higher operating expenses incurred by Niseko Village K.K.

Utilities:
For this quarter / 9 months under review, the increase in revenue was due to higher fuel oil price whilst the lower PBT was due to lower vesting, retail and tank leasing margin, higher operating and finance costs, and coupled with an allowance for impairment of receivable following a court decision on the outstanding litigation recorded by Multi utilities business (Merchant) divisions.

QoQ:
The decrease in revenue was due to lower revenue contributed by the Construction and Cement manufacturing & trading segment.

Prospects:
Construction:
It is expected to achieve satisfactory performance for the financial year ending 30 June 2019 as the construction contracts relate mainly to the Group's property development and infrastructure works.

IT & e-commerce:
Outlook for the segment in the financial year ending 30 June 2019 should be satisfactory, given that a significant portion of its revenue is derived from relatively resilient spectrum sharing fee income.

Cement manufacturing & trading:
Outlook for this industry remains competitive amongst industry players and it is expected to achieve satisfactory performance for the financial year ending 30 June 2019.

Property investment & development:
Notwithstanding the challenging property market conditions both in Malaysia and Singapore, the Group will continue to embark on marketing efforts and initiatives to unlock sales.

Management services & others / Hotels:
The performance of these 2 segments for the financial year ending 30 June 2019 is expected to remain satisfactory.

Utilities:
Electricity market in Singapore will remain competitive, driven by volatilities across global markets and generation capacity oversupply in the wholesale electricity market. Despite the challenges, this segment will continue to focus on customer service and diversification beyond the core business into integrated multi-utilities supply.
--------------------------------------------------------------------------
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 RM1.37 (dividend RM0.015) in 10 months 2 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 5 months 29 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 (dividend RM0.04) in 11 months 13 days, total return is 63.5%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.52 (dividend RM0.0825) in 8 months, total return is 37.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 25 days, total return is 30.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 5 months 22 days, total return is 29.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 15 day, total return is 19.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 5 months 15 day, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.42 (dividend RM0.035) in 6 months 27 days, total return is 14.6%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 21 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 16 days, total return is 4.4%

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/2292806867652721 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

Labels: YTL
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Econpile holdings bhd (Econbhd)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 15 Jun 2019, 7:16 PM


浅谈Econpile holdings bhd (Econbhd)
-----------------------------

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 RM1.37 (dividend RM0.015) in 10 months 2 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 5 months 29 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 (dividend RM0.04) in 11 months 13 days, total return is 63.5%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.52 (dividend RM0.0825) in 8 months, total return is 37.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 25 days, total return is 30.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 5 months 22 days, total return is 29.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 15 day, total return is 19.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 5 months 15 day, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.42 (dividend RM0.035) in 6 months 27 days, total return is 14.6%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 21 days, total return is 12.3%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.05 (dividends RM0.084) in 10 months 16 days, total return is 4.4%

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

6月23日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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

6月22日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721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/bl…/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/…/general/b…

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/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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

Labels: ECONBHD
  Be the first to like this.
 

[转贴] [BERJAYA FOOD BHD:星巴克同店销售增长以及在马来西亚经营的星巴克咖啡馆与同一季度相比,数量有增加] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 15 Jun 2019, 8:15 AM


[BERJAYA FOOD BHD:星巴克同店销售增长以及在马来西亚经营的星巴克咖啡馆与同一季度相比,数量有增加]

1Q19 vs 1Q18:
截至2019年4月30日止的本季度,成功食品的收入为1.6993亿令吉,税前利润为845万令吉,而前一年对应季度收入为1亿6,000万令吉,税前利润为597万令吉。收入增加的主要原因是星巴克同店销售增长以及在马来西亚经营的星巴克咖啡馆与同一季度相比,数量有增加。因此,较高的收入导致成功食品营运利润改善,加上融资成本下降,成功食品的税前利润较去年同期增加到845万令吉。

YTD19 vs YTD18:
截至2019年4月30日止12个月期间,成功食品的收入及税前利润分别为6.7843亿令吉及4,559万令吉,而在去年同期收入及税前利润分别为6亿3974万令吉及1,920万令吉。

本季度与上一季度:
成功食品本季度收入为1.6993亿令吉,税前利润为845万令吉,而上一季度收入为1.8054亿令吉及税前利润1,468万令吉。

前景:
成功食品预计财政期间剩余期间(2019年5月和6月)的整体经营业绩(由于截至2019年6月30日的财政年度的日期变化)将受到穆斯林斋戒月的影响,穆斯林斋戒月份是在2019年的5月份。
-----------------------------
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 RM1.37 (dividend RM0.015) in 10 months 2 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 5 months 29 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 (dividend RM0.04) in 11 months 13 days, total return is 63.5%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.52 (dividend RM0.0825) in 8 months, total return is 37.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 25 days, total return is 30.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 5 months 22 days, total return is 29.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 15 day, total return is 19.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 5 months 15 day, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.42 (dividend RM0.035) in 6 months 27 days, total return is 14.6%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 21 days, total return is 12.3%

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

6月23日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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

6月22日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721 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/BytbU1fnxC-

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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[BERJAYA FOOD BHD: same-store-sales growth recorded by Starbucks as well as additional Starbucks cafes operating in Malaysia compared to the previous year corresponding quarter]

1Q19 vs 1Q18:
The Group registered a revenue of RM169.93 million and pre-tax profit of RM8.45 million in the current quarter ended 30 April 2019 as compared to a revenue of RM160.0 million and pre-tax profit of RM5.97 million reported in the previous year corresponding quarter. The higher revenue was mainly due to same-store-sales growth recorded by Starbucks as well as additional Starbucks cafes operating in Malaysia compared to the previous year corresponding quarter. The higher revenue accordingly led to improved profit from operations for the Group and coupled with lower finance cost, the Group achieved a higher pre-tax profit of RM8.45 million compared with the previous year corresponding quarter.

YTD19 vs YTD18:
For the 12-month period ended 30 April 2019, the Group's revenue and pre-tax profit were RM678.43 million and RM45.59 million respectively as compared to a revenue and pre-tax profit of RM639.74 million and RM19.2 million respectively in the previous year corresponding period.

Current quarter vs preceding quarter:
The Group reported a revenue of RM169.93 million and pre-tax profit of RM8.45 million in the current quarter as compared to a revenue of RM180.54 million and pre-tax profit of RM14.68 million reported in the preceding quarter.

Prospects:
The Group expects the overall operating results for the remaining period (May and June 2019) of the financial period (as a result of the change in financial year end to 30 June 2019) to be affected by the Muslim fasting month, which fell in May 2019.
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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 RM1.37 (dividend RM0.015) in 10 months 2 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 5 months 29 days, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 (dividend RM0.04) in 11 months 13 days, total return is 63.5%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.52 (dividend RM0.0825) in 8 months, total return is 37.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in 4 months 25 days, total return is 30.4%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 5 months 22 days, total return is 29.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 15 day, total return is 19.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 5 months 15 day, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.42 (dividend RM0.035) in 6 months 27 days, total return is 14.6%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 21 days, total return is 12.3%

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/2292806867652721 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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