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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Wed, 13 Nov 2019, 2:39 PM

 

[转贴] [CYCLE & CARRIAGE BINTANG BHD:单位销量和利润率下降] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 13 Nov 2019, 2:39 PM


[CYCLE & CARRIAGE BINTANG BHD:单位销量和利润率下降]

在高档豪华车领域中的汽车行业充满挑战,Cycle&Carriage Bintang(“ CCB”或“集团”)在2019年前九个月经历了非常困难的交易条件,导致单位销量和收益大幅下降。

截至2019年9月30日止9个月,集团营业额下跌29%至8.625亿令吉。集团的梅赛德斯-奔驰业务录得净亏损2820万令吉,而去年同期则为净利润660万令吉,这主要是由于该期间的单位销量和利润率下降,而2018年同期受益于槟城水灾的保险赔偿980万令吉和2018年6月至8月GST为零而造成的销售增加。单位销量下降了33%,利润率也有所下降,这是由于销售组合转向低价型号以及疲弱的消费者需求导致高档豪华车市场的下滑。

总体而言,在计入集团在马来西亚梅赛德斯-奔驰投资中获得的1120万令吉股息收入后,净亏损为1700万令吉,而2018年同期为净利润1780万令吉。集团的净债务从2018年底的2.358亿令吉微增至2019年9月底的2.477亿令吉。在马来西亚当前的经济前景疲弱和消费者情绪低迷的情况下,进行了业务审查后,合发吉星将不会在购买的双溪贝西土地上进行计划中的销售,服务,备件工厂(“ 3-S中心”)的建设。该决定是在考虑了因新决定而引起的市场动态变化以及马来西亚综合交通导向发展的大马城项目相关的延误后作出的。

前景:
由于消费者需求低迷且利润率持续受到压力,今年剩余时间的前景仍然充满挑战。
-----------------------------
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 RM1.91 (dividend RM0.025) in 1 year 2 months 29 days, total return is 170.6%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.02 in 2 months 16 days, total return is 124.2%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.17 in 9 months 21 days, total return is 103.5%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 4 months 11 days, total return is 79.9%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.25 in 10 months 25 days, total return is 56.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.42 (dividend RM0.018) in 10 months 18 days, total return is 49%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.40 (dividend RM0.01) in 5 months 10 days, total return is 44.3%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.15 (dividends RM0.083) in 1 Year 1 month 5 days, total return is 40.4%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.69 (dividend RM0.07) in 11 months 23 days, total return is 38.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.22) in 1 Year 27 days, total return is 29.1%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.30 in 5 months 10 days, total return is 25%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 17 days, total return is 22.5%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 12 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 12 days, total return is 9.5%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.48 in 25 days, total return is 7.9%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.965 in 4 months 12 days, total return is 7.2%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.49 (dividend RM0.0225) in 1 year 1 month 20 days, total return is 3.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
--------------------------------------------
[CYCLE & CARRIAGE BINTANG BHD: lower unit sales and margins]

Amidst the challenging premium luxury segment of the automotive industry, Cycle & Carriage Bintang (“CCB” or “the Group”) experienced very difficult trading conditions in the first nine months of 2019, which led to significant reductions in unit sales and earnings.

The Group’s revenue for the nine months ended 30th September 2019 decreased by 29% to RM862.5 million. The Group's Mercedes-Benz operations recorded a net loss of RM28.2 million, compared to a net profit of RM6.6 million in the prior year, primarily due to lower unit sales and margins in the period, while the equivalent period in 2018 benefited from insurance compensation of RM9.8 million for damages suffered as a result of floods in Penang and higher sales due to the zero rate of GST from June to August 2018. Unit sales decreased by 33%, along side reduced margins, due to a shift in sales mix to lower-priced models and weak consumer demand, which led to a decline in the premium luxury segment.

Overall, a net loss of RM17.0 million was recorded, compared to a net profit of RM17.8 million in the same period in 2018, after accounting for dividend income of RM11.2 million from the Group's investment in Mercedes-Benz Malaysia. The Group’s net debt increased marginally from RM235.8 million at the end of 2018 to RM247.7 million at the end of September 2019. Following a business review amidst the current subdued economic outlook and consumer sentiment in Malaysia, the Group will not proceed with the planned construction of a Sales, Service, Spare parts facility (“3-S Centre”) on the plot of Sungai Besi land purchased previously. This decision was arrived at after having considered the changes in market dynamics arising from new decisions and delays relating to the integrated transit-oriented development Bandar Malaysia project.

Prospects:
The outlook for the rest of the year remains very challenging, with sluggish consumer demand and continued pressure on margins.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: CCB
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[转贴] [Facebook live video:浅谈Dialog group bhd (Dialog)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 12 Nov 2019, 9:20 PM


浅谈Dialog group bhd (Dialog)
-----------------------------

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 RM1.91 (dividend RM0.025) in 1 year 2 months 29 days, total return is 170.6%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.02 in 2 months 16 days, total return is 124.2%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.17 in 9 months 21 days, total return is 103.5%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 4 months 11 days, total return is 79.9%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.25 in 10 months 25 days, total return is 56.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.42 (dividend RM0.018) in 10 months 18 days, total return is 49%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.40 (dividend RM0.01) in 5 months 10 days, total return is 44.3%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.15 (dividends RM0.083) in 1 Year 1 month 5 days, total return is 40.4%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.69 (dividend RM0.07) in 11 months 23 days, total return is 38.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.22) in 1 Year 27 days, total return is 29.1%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.30 in 5 months 10 days, total return is 25%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 17 days, total return is 22.5%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 12 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 12 days, total return is 9.5%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.48 in 25 days, total return is 7.9%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.965 in 4 months 12 days, total return is 7.2%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.49 (dividend RM0.0225) in 1 year 1 month 20 days, total return is 3.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: DIALOG
  Be the first to like this.
 

[转贴] [I-BERHAD:未开票销售额为1.235亿令吉,而截至2019年3月31日则为1.382亿令吉] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 12 Nov 2019, 10:21 AM


[I-BERHAD:未开票销售额为1.235亿令吉,而截至2019年3月31日则为1.382亿令吉]

2Q19 vs 2Q18:
在截至2019年6月30日的当前财政季度(“ 2019年第二季度”),I公司的收入和税前利润较低,分别为4,220万令吉和1,490万令吉,相比之下,截至2018年6月30日的相应财政季度(“ Q2 2018”)收入和税前利润分别为1.072亿令吉和2870万令吉。

a)房地产开发:
这季度的业绩受到未开票销售下降的影响,因为2018年没有新项目推出。

b)物业投资:
2019年第二季度收入的增长来自该部门额外完成的投资物业的租赁。除税前亏损扩大是由于该部门额外完成的投资物业产生的经营成本以及应占联营公司业绩的结果。

c)休闲:
休闲部门的收入相当可持续,本季度的税前利润略低。

2Q19 vs 1Q19:
集团在本季录得较高的收入和税前利润,分别为4220万令吉和1490万令吉,而上一季度分别为4110万令吉和850万令吉。

前景:
由于市场和消费者情绪持续疲软,预计房地产市场,尤其是住宅和商业房地产在2019年将保持疲软,因此董事会将继续采取谨慎的态度。截至2019年6月30日,集团的未开票销售额为1.235亿令吉,而截至2019年3月31日则为1.382亿令吉。在这情况下,董事会认为,截至2019年12月31日止财政年度,集团的经营表现将有挑战,尽管I公司持续进行策略性努力。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.87 (dividend RM0.025) in 1 year 2 months 28 days, total return is 165%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.03 in 2 months 15 days, total return is 126.4%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.16 in 9 months 20 days, total return is 101.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 4 months 10 days, total return is 79.9%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.25 in 10 months 24 days, total return is 56.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.39 (dividend RM0.018) in 10 months 17 days, total return is 45.9%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 5 months 9 days, total return is 44.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.11 (dividends RM0.083) in 1 Year 1 month 4 days, total return is 37.9%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.67 (dividend RM0.07) in 11 months 22 days, total return is 37%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 26 days, total return is 28%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 5 months 9 days, total return is 21.2%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.24 in 1 months 16 days, total return is 20%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 11 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.225 in 3 months 11 days, total return is 7.1%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.475 in 24 days, total return is 6.7%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.95 in 4 months 11 days, total return is 5.6%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 19 days, total return is 5.6%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
--------------
[I-BERHAD: unbilled sales as at 30 June 2019 stood at RM123.5 million as compared to RM138.2 million as at 31 March 2019]

2Q19 vs 2Q18:
For the current financial quarter ended 30 June 2019 (“Q2 2019”), the Group posted lower revenue of RM42.2 million and profit before tax of RM14.9 million as compared to the revenue and profit before tax of RM107.2 million and RM28.7 million respectively for the corresponding financial quarter ended 30 June 2018 (“Q2 2018”).

a) Property development:
The performance for the current quarter had been impacted by lower unbilled sales as there was no new project launched in 2018.

b) Property investment:
The improvement in revenue for Q2 2019 arises from the lease of the additional completed investment properties in the segment. The extended loss before taxation was a result of the operating costs incurred for the additional completed investment properties in the segment as well as the share of results of an associate.

c) Leisure:
The leisure segment revenue has been fairly sustainable with a slightly lower profit before tax for the current quarter.

2Q19 vs 1Q19:
The Group registered higher revenue and profit before tax of RM42.2 million and RM14.9 million respectively for the current quarter as compared to RM41.1 million and RM8.5 million respectively for the preceding quarter.

Prospects:
The Property market in particular the residential and commercial sub-sectors, is expected to remain soft in 2019 due to the continued weak market and consumer sentiments, and thus the Board will continue to adopt a cautious approach. The Group’s unbilled sales as at 30 June 2019 stood at RM123.5 million as compared to RM138.2 million as at 31 March 2019. Under the foregoing circumstances, the Board is of view that the operating performance of the Group will be challenging for the financial year ending 31 December 2019 despite the Group’s continuous strategic efforts.
--------------------------------------------------------------------------
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: IBHD
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Frontken corp bhd (Frontkn)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 11 Nov 2019, 9:20 PM


浅谈Frontken corp bhd (Frontkn)
-----------------------------

James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.87 (dividend RM0.025) in 1 year 2 months 28 days, total return is 165%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.03 in 2 months 15 days, total return is 126.4%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.16 in 9 months 20 days, total return is 101.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 4 months 10 days, total return is 79.9%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.25 in 10 months 24 days, total return is 56.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.39 (dividend RM0.018) in 10 months 17 days, total return is 45.9%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 5 months 9 days, total return is 44.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.11 (dividends RM0.083) in 1 Year 1 month 4 days, total return is 37.9%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.67 (dividend RM0.07) in 11 months 22 days, total return is 37%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 26 days, total return is 28%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 5 months 9 days, total return is 21.2%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.24 in 1 months 16 days, total return is 20%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 11 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.225 in 3 months 11 days, total return is 7.1%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.475 in 24 days, total return is 6.7%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.95 in 4 months 11 days, total return is 5.6%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 19 days, total return is 5.6%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: FRONTKN
  Be the first to like this.
 
tm9999 All win, no lost?
12/11/2019 7:58 AM

[转贴] [P I E INDUSTRIAL BHD:外汇兑换收益减少,卖不出的存货的拨备以及制造费用较上一季度增加] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 11 Nov 2019, 9:45 AM


[P I E INDUSTRIAL BHD:外汇兑换收益减少,卖不出的存货的拨备以及制造费用较上一季度增加]

2Q19 vs 2Q18:
收入增加主要是由于现有客户对电子制造(EMS)的需求增加,但部分被原始电线电缆产品,线束产品和贸易活动的收入减少所抵消。与去年同期相比,税前利润略微减少了3万令吉或0.3%。减少的主要原因是本季度外汇兑换收益减少,卖不出的存货的拨备以及制造费用较上一季度增加。

YTD19 vs YTD18:
收入增加主要是由于收到现有客户的电子制造活动(EMS)和线束产品订单增加,但部分被原始电线电缆产品和贸易部门的收入减少所抵消。截至2019年6月30日的财政期间,广宇工业的税前盈利为1017.7万令吉,较截至2018年6月30日的同期的1847.3万令吉减少45%或829.6万令吉。税前利润下降的主要原因是不利的产品组合利润率降低,外汇交易收益减少以及应收账款减值损失减少。

2Q19 vs 1Q19:
收入增加主要是由于对EMS和原始电缆及电线产品的需求增加,但被线束产品和贸易部门的收入减少所抵消。本季度广宇工业的税前利润与上一季度相比增长了492%。

前景:
对于EMS活动(占80%),从长远来看,预计现有和潜在新客户的订单将会增加(通过其完全建成的垂直集成制造工厂),该工厂在过去5年中一直在改善。马来西亚令吉兑美元的任何剧烈波动将是影响其在不久的将来表现的主要因素。预计其两种主要原材料即铜和PVC的成本在不久的将来会增加。由于母公司缺乏有吸引力的电子产品,管理层预计在不久的将来贸易部门不会有显着增长。
-----------------------------
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 RM1.92 (dividend RM0.025) in 1 year 2 months 25 days, total return is 172%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.975 in 2 months 12 days, total return is 114.3%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.16 in 9 months 17 days, total return is 101.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 4 months 7 days, total return is 81.1%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.26 in 10 months 21 days, total return is 57.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.45 (dividend RM0.01) in 5 months 6 days, total return is 47.3%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.40 (dividend RM0.018) in 10 months 14 days, total return is 46.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 30 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 19 days, total return is 37.8%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 23 days, total return is 28%

k) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 13 days, total return is 22.5%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 5 months 6 days, total return is 21.2%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 8 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 8 days, total return is 9.5%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.475 in 21 days, total return is 6.7%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.955 in 4 months 8 days, total return is 6.1%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 16 days, total return is 5.6%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
------------------------------
[P I E INDUSTRIAL BHD: lower gain from foreign currency exchange transaction, provision for slow moving inventories and the increase in manufacturing expenses]

2Q19 vs 2Q18:
The increase of revenue was mainly attributable to higher demand from existing customers for electronics manufacturing (EMS) but partly offset by lower revenue recorded for raw wire & cable products, wire harness products and trading activities. Compared with the preceding year corresponding quarter, the profit before tax slightly decreased by RM0.030 million or 0.3%. The decrease was mainly attributable to lower gain from foreign currency exchange transaction, provision for slow moving inventories and the increase in manufacturing expenses in the current quarter as compared to the corresponding quarter.

YTD19 vs YTD18:
The increase of revenue was mainly attributable to increased orders received from existing customers for electronics manufacturing activities (EMS) and wire harness products but partly offset with lower revenue from raw wire & cable products and trading segments. For the financial period ended 30 June 2019, the Group recorded profit before tax of RM10.177 million, a decrease of 45% or RM8.296 million as compared to the corresponding period ended 30 June 2018 of RM18.473 million. The decline recorded in their profit before tax was mainly due to lower margin of unfavorable product mix, lower gain from foreign currency exchange transaction and lower impairment of trade receivables.

2Q19 vs 1Q19:
The increase of revenue was mainly due to higher demand recorded for EMS and raw cable & wire products but party offset with lower revenue achieved by wire harness products and trading segments. The Group's profit before tax for the current quarter has increased by 492% as compared to preceding quarter.

Prospects:
For EMS activities (80%), orders are expected to increase in the long run from existing customers and potential new customers through its fully built-up vertical integrated manufacturing facilities which have been improved in operation for the past 5 years. Any drastic fluctuation of Ringgit Malaysia against USD will be the main factor affecting its performance in the near future. The cost of its two main raw materials i.e copper and PVC are expected to increase in the near future. The management does not expect significant growth from the trading segment in the near future due to the lack of attractiveness electronics products from the parent companies.
--------------------------------------------------------------------------
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: PIE
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Sime darby Property berhad (SimeProp)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 10 Nov 2019, 9:17 PM


浅谈Sime darby Property berhad (SimeProp)
-----------------------------

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 RM1.92 (dividend RM0.025) in 1 year 2 months 25 days, total return is 172%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.975 in 2 months 12 days, total return is 114.3%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.16 in 9 months 17 days, total return is 101.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 4 months 7 days, total return is 81.1%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.26 in 10 months 21 days, total return is 57.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.45 (dividend RM0.01) in 5 months 6 days, total return is 47.3%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.40 (dividend RM0.018) in 10 months 14 days, total return is 46.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 30 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 19 days, total return is 37.8%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 23 days, total return is 28%

k) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 13 days, total return is 22.5%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 5 months 6 days, total return is 21.2%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 8 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 8 days, total return is 9.5%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.475 in 21 days, total return is 6.7%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.955 in 4 months 8 days, total return is 6.1%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 16 days, total return is 5.6%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: SIMEPROP
  Be the first to like this.
 

[转贴] [PESTECH INTERNATIONAL BHD:订单额达16.3亿令吉,并对本地及海外的进一步业务发展抱有积极的期望;决定着手参与了2019年8月19日提交的大规模太阳能3项目的招标] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 10 Nov 2019, 12:38 PM


[PESTECH INTERNATIONAL BHD:订单额达16.3亿令吉,并对本地及海外的进一步业务发展抱有积极的期望;决定着手参与了2019年8月19日提交的大规模太阳能3项目的招标]

4Q19 vs 4Q18:
该集团在本季度录得2亿8526万令吉的收入,而去年同期为1亿1930万令吉。在本财政季度,项目部门的收入为2亿8056万令吉,相比之下去年同期的财政季度为1亿1669万令吉。业绩与正在进行的输电,配电和铁路电气化项目的计划进度一致。截至2019年6月30日,他们的订单余额为16.3亿令吉,将在合同期内逐步实现。

本季度其他收入增加主要是由于有供应商2年信贷期的折价。这集团的税前盈利为4154万令吉,上年同期则为1762万令吉。这集团的税后盈利为3,631万令吉,上年同期则为1,626万令吉。这季度的PAT利润率为13.6%,高于集团9%至11%的目标。

4Q19 vs 3Q19:
集团在本季度录得2亿8526万令吉的收入,而前一季为2亿2206万令吉。这季度的税前利润为4154万令吉,上一季度为2369万令吉。这季度的税前盈利较高,这主要是由于毛利润增加至5936万令吉,而上一季度则为4099万令吉。

本季度其他收入增加,主要是因为与上一季度相比,美元对马来西亚令吉的汇率走强。该集团的税前利润为4154万令吉,而上一季度为2369万令吉。这季度和上一季度的PBT利润率分别为15%和11%。该集团的税后盈利为3,631万令吉,而上一季度则为2,251万令吉。这季度和上一季度的PAT利润率分别为13%和10%。

前景:
集团在2019财政年度的最后一个季度,订单额达16.3亿令吉,并对本地及海外的进一步业务发展抱有积极的期望。伴随着马来西亚能源,科学,技术,环境和气候变化部呼吁更多地实施可再生能源的呼吁,PESTECH决定着手参与了2019年8月19日提交的大规模太阳能3项目的招标。利用PESTECH核心技术团队的电力基础设施设计和工程能力,他们与本地和国外技术合作伙伴形成了合作关系,为了在技术和商业角度上为他们的投标建立一个最具竞争力的解决方案。这集团计划投资于专有技术和工具,这些技术和工具将能够为太阳能发电场和储能设施提供各种解决方案,以全天候利用太阳光的能量。

本地区也出现了类似的太阳能发电场和一般可再生能源的前景,PESTECH已将目光投向柬埔寨和缅甸,探索各种商业模式,无论是通过总承包合同执行还是通过特许经营,均可为集团带来正收入基础。

电力设备的数字化为自动化和监控电力分配提供了进一步的机会。他们在通讯模块中的专有技术在电力设备监控设备中的应用,使PESTECH可以向电力公司和公共机构利用现有的电网来提供服务。智能电能表已经成为其产品组合的一部分,也是本地区大多数电力公司寻求提高其客户服务质量的重要因素。

另一方面,这集团通过持续参与各种报价和招标活动,保持其在高压输电和铁路电气化领域的业务发展势头。东盟地区的高压输电项目的前景仍然令人鼓舞,特别是在出于社会消费目的急需电气化的发展中国家。在本地区,发展中国家正在寻求公共交通现代化解决方案,以改善物流基础设施,以提高生活水平并促进总体经济发展,这两种铁路(无论是城市铁路还是双轨铁路)的铁路电气化项目都会开始出现。因此,在他们踏上令人振奋的2020财政年度之际,管理层对集团保持正面的前瞻性展望。
-----------------------------
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 RM1.92 (dividend RM0.025) in 1 year 2 months 25 days, total return is 172%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.975 in 2 months 12 days, total return is 114.3%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.16 in 9 months 17 days, total return is 101.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 4 months 7 days, total return is 81.1%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.26 in 10 months 21 days, total return is 57.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.45 (dividend RM0.01) in 5 months 6 days, total return is 47.3%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.40 (dividend RM0.018) in 10 months 14 days, total return is 46.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 30 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 19 days, total return is 37.8%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 23 days, total return is 28%

k) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 13 days, total return is 22.5%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 5 months 6 days, total return is 21.2%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 8 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 8 days, total return is 9.5%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.475 in 21 days, total return is 6.7%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.955 in 4 months 8 days, total return is 6.1%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 16 days, total return is 5.6%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
------------------------------------------
[PESTECH INTERNATIONAL BHD: order book balance of RM1.63 billion and a positive expectation for further business development both locally and abroad; PESTECH decided to embark on the participation of the call for tender on the Large Scale Solar 3 project, which was submitted on 19 August 2019]

4Q19 vs 4Q18:
The Group registered revenue of RM285.26 million for current quarter under review as compared to RM119.30 million for the preceding year corresponding quarter. During the current financial quarter, revenue for Project segment was RM280.56 million as compared to RM116.69 million in the preceding year corresponding financial quarter. The performance was in line with the planned progress of on-going transmission, distribution and rail electrification projects. As of 30.6.2019, their order book balance stood at RM1.63 billion, which will be realised progressively over the contract periods.

Increase in other income in the current quarter were mainly due to unwinding discount of suppliers for 2 years credit term as compared to preceding year corresponding quarter. The Group recorded profit before tax of RM41.54 million as compared to RM17.62 million for the preceding year corresponding quarter. The Group recorded profit after tax of RM36.31 million as compared to RM16.26 million for the preceding year corresponding quarter. The PAT margin for the quarter under review was 13.6%, which is above the Group target of 9% to 11%.

4Q19 vs 3Q19:
The Group recorded revenue of RM285.26 million for current quarter under review as compared to RM222.06 million for the immediate preceding quarter. Profit before tax for the current quarter under review was recorded at RM41.54 million as compared to RM23.69 million for the immediate preceding quarter. The profit before tax for current quarter under review was higher, this was mainly due to higher gross profit at RM59.36 million, while immediate preceding quarter at RM40.99 million.

Increased in other income in the current quarter was mainly due to strengthening of United States Dollar against Ringgit Malaysia as compared to immediate preceding quarter. The Group recorded profit before tax of RM41.54 million as compared to RM23.69 million for the immediate preceding quarter. The PBT margin for the quarter under review and immediate preceding quarter were 15% and 11% respectively. The Group recorded profit after tax of RM36.31 million as compared to RM22.51 million for the immediate preceding quarter. The PAT margin for the quarter under review and immediate preceding quarter were 13% and 10% respectively.

Prospects:
The Group transits over the final quarter of financial year 2019 with an order book balance of RM1.63 billion and a positive expectation for further business development both locally and abroad. In conjunction with the call for greater implementation of renewable energy, particularly by the Malaysian Ministry of Energy, Science, Technology, Environment and Climate Change, PESTECH decided to embark on the participation of the call for tender on the Large Scale Solar 3 project, which was submitted on 19 August 2019. Leveraging on the power infrastructure design and engineering capability of PESTECH’s core group of technical team, they have formed collaboration with local and foreign technical partners in order to establish a most competitive solution for their bid in terms of both technical and commercial angle. The Group intends to invest into the know-how and tools that will be able to offer various solutions for solar energy farm and energy storage facility in order to harness energy from the sun round the clock.

Similar prospects for solar farm, and renewable energy in general, are also emerging in the region, and PESTECH has set its sight on Cambodia and Myanmar to explore various business models that could bring positive income to the Group either under turnkey contract implementation or on concession basis.

The digitalisation of power equipment has provided further opportunity to automate and to monitor the electric power distribution. The application of their know-how in communication modules to monitoring devices of power equipment allow PESTECH to offer services to electric utility and public authority utilising existing electrical network. The smart energy meter that is already part of their product portfolio also serve as an important ingredient that most electrical utilities in the region sought after in order to improve quality of services to their customers.

On the other hand, the Group is keeping its business momentum in the high voltage power transmission and rail electrification segments by continuously participate in various quotation and tender exercises. Prospects remain encouraging for high voltage power transmission projects in the ASEAN region, especially in less developed countries where electrification is dearly required for social consumption purposes. Rail electrification, both for urban rail and double track, projects are beginning to present themselves in this region where developing countries seek public transport modernization solutions to improve logistics infrastructure for the upgrading of living standard and enhancement of overall economic development. As such, the management maintains their positive forward looking perspective for the Group as they embark on an exciting financial year 2020.
--------------------------------------------------------------------------
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: PESTECH
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Pentamaster corp bhd (Penta)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 9 Nov 2019, 9:18 PM


浅谈Pentamaster corp bhd (Penta)
-----------------------------

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 RM1.92 (dividend RM0.025) in 1 year 2 months 25 days, total return is 172%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.975 in 2 months 12 days, total return is 114.3%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.16 in 9 months 17 days, total return is 101.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 4 months 7 days, total return is 81.1%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.26 in 10 months 21 days, total return is 57.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.45 (dividend RM0.01) in 5 months 6 days, total return is 47.3%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.40 (dividend RM0.018) in 10 months 14 days, total return is 46.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 30 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 19 days, total return is 37.8%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 23 days, total return is 28%

k) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 13 days, total return is 22.5%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 5 months 6 days, total return is 21.2%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 8 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 8 days, total return is 9.5%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.475 in 21 days, total return is 6.7%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.955 in 4 months 8 days, total return is 6.1%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 16 days, total return is 5.6%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: PENTA
  Be the first to like this.
 

[转贴] [S P SETIA BHD:销售目标从56.5亿令吉下调至45.5亿令吉,以符合当前的市场状况] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 9 Nov 2019, 9:16 AM


[S P SETIA BHD:销售目标从56.5亿令吉下调至45.5亿令吉,以符合当前的市场状况]

2Q19 vs 2Q18:
物业发展:
2019年第二季度的PBT低于去年同期的PBT,因为去年有一次性临时公允价值收益为3.438亿令吉。

施工:
建造利润对实达集团而言并不重要,因为它们是土地和开发权交换安排的一部分。

其他业务:
其他业务2019年第二季度为亏损,这主要是由于完成投资物业的建造后,财务费用被支出了费用,这与MFRS 123借贷成本相符。

YTD19 vs YTD18:
物业发展:
实达集团的房地产开发业务的税前利润为3.384亿令吉,低于前一时期的税前利润,这主要是由于去年重新计量了Setia Federal Hill Sdn Bhd的现有股权而产生的一次性临时公允价值收益。

施工:
建设利润对实达集团而言并不重要,因为它们是土地和开发权交换安排的一部分。

其他业务:
其他业务2019年PTD为亏损,这主要是由于完成投资物业的建造后,财务费用被支出了费用,这与MFRS 123借贷成本相符。

2Q19 vs 1Q19:
集团在2019年第二季度的PBT为2.037亿令吉,高于2019年第一季度的1.261亿令吉,主要是由于出售前英国大使馆土地的收益为3580万令吉,以及以英镑计价的贷款的货币换算产生的外汇差额。

前景:
持续的中美贸易紧张局势和欧洲脱欧谈判旷日持久,继续给全球经济带来压力,而在本地方面,由于购买者仍持续对购买大宗商品持“观望”的保留态度。这些进一步抑制了市场的疲软情绪,并延长了房地产市场的疲软。因此,集团将2019财年的销售目标从56.5亿令吉下调至45.5亿令吉,以符合当前的市场状况。

鉴于不确定的宏观经济形势和本地房地产市场的低迷,实达集团对项目的启动仍然保持审慎态度,并专注于选择合适的产品以迎合市场条件,推出了大约15.5亿令吉的发展总值(“ GDV”)。
-----------------------------
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 RM1.92 (dividend RM0.025) in 1 year 2 months 25 days, total return is 172%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.975 in 2 months 12 days, total return is 114.3%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.16 in 9 months 17 days, total return is 101.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 4 months 7 days, total return is 81.1%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.26 in 10 months 21 days, total return is 57.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.45 (dividend RM0.01) in 5 months 6 days, total return is 47.3%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.40 (dividend RM0.018) in 10 months 14 days, total return is 46.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 30 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 19 days, total return is 37.8%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 23 days, total return is 28%

k) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 13 days, total return is 22.5%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 5 months 6 days, total return is 21.2%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 8 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 8 days, total return is 9.5%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.475 in 21 days, total return is 6.7%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.955 in 4 months 8 days, total return is 6.1%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 16 days, total return is 5.6%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
-----------------------
[S P SETIA BHD: sales target for FY2019 is revised from RM5.65 billion to RM4.55 billion, which is aligned to the present market conditions]

2Q19 vs 2Q18:
Property Development:
The PBT of Q2 2019 is lower than the PBT of the same quarter in preceding year as they had a one-off provisional fair value gain of RM343.8 million.

Construction:
The construction profit is not significant to the Group as they are carried out as part of land and development right exchange arrangement.

Other Operations:
Other operations reported a loss for Q2 2019 mainly due to finance costs being expensed off following the completion of construction of investment properties which is in line with MFRS 123 Borrowing Costs.

YTD19 vs YTD18:
Property Development:
The Group’s property development segment PBT of RM338.4 million is lower than the PBT for the preceding period-to-date, largely due to there was a one-off provisional fair value gain arising from remeasurement of existing equity stake in Setia Federal Hill Sdn Bhd.

Construction:
The construction profit is not significant to the Group as they are carried out as part of land and development right exchange arrangement.

Other Operations:
Other operations reported a loss for PTD 2019 mainly due to finance costs being expensed off following the completion of construction of investment properties which is in line with MFRS 123 Borrowing Costs.

2Q19 vs 1Q19:
The Group’s PBT of RM203.7 million for Q2 2019 is higher than the PBT of Q1 2019 of RM126.1 million mainly due to RM35.8 million gain from the sale of former British Embassy Land and foreign exchange difference arising from the translation of certain Pound Sterling denominated loan facilities.

Prospects:
The on-going US-China trade tensions and the protracted negotiation of Brexit in Europe continue to weigh on the global economy while on the local front, the “wait-and-see” attitude lingers on as purchasers are still having reservation on purchasing big ticket items. These have further dampened the soft sentiment and prolonged the subdued property market. Hence, the Group sales target for FY2019 is revised from RM5.65 billion to RM4.55 billion, which is aligned to the present market conditions.

In view of the uncertain macro-economic situation and lacklustre local property market, the Group remains prudent with its project launches and focuses on the right products to cater for the market conditions where approximately RM1.55 billion Gross Development Value (“GDV”) were launched.
--------------------------------------------------------------------------
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: SPSETIA
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈S P Setia bhd (SPSetia)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 8 Nov 2019, 7:18 PM


浅谈S P Setia bhd (SPSetia)
-----------------------------

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 RM1.92 (dividend RM0.025) in 1 year 2 months 25 days, total return is 172%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.975 in 2 months 12 days, total return is 114.3%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.16 in 9 months 17 days, total return is 101.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 4 months 7 days, total return is 81.1%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.26 in 10 months 21 days, total return is 57.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.45 (dividend RM0.01) in 5 months 6 days, total return is 47.3%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.40 (dividend RM0.018) in 10 months 14 days, total return is 46.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 30 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 19 days, total return is 37.8%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 23 days, total return is 28%

k) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 13 days, total return is 22.5%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 5 months 6 days, total return is 21.2%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.26 (dividends RM0.111) in 1 Year 3 months 8 days, total return is 10.4%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 8 days, total return is 9.5%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.475 in 21 days, total return is 6.7%

p) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.955 in 4 months 8 days, total return is 6.1%

q) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.50 (dividend RM0.0225) in 1 year 1 month 16 days, total return is 5.6%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: SPSETIA
  Be the first to like this.
 

[转贴] [PERUSAHAAN SADUR TIMAH MALAYSIA PERSTIMA BHD:销量减少以及利润率下降] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 8 Nov 2019, 9:27 AM


[PERUSAHAAN SADUR TIMAH MALAYSIA PERSTIMA BHD:销量减少以及利润率下降]

YoY:
截至2019年9月30日的季度(“本季度”)的收入与截至2018年9月30日的季度(“去年同期”)相比减少了3160万令吉(11.6%),这是由于尽管销售价钱增加但销量减少。由于本季度的销量减少以及利润率下降,本季度马镀锡的税前利润与去年同期相比减少了490万令吉(31.6%)。

在马来西亚,公司的本季度收入比去年同期减少了2410万令吉(12.8%),这是由于尽管售价提高,但销量却减少了。该公司本季度的税前利润为1,480万令吉,较上年同期的1,110万令吉高,这是由于尽管销量减少和利润率降低,但子公司的股息收入有830万令吉。

在越南,子公司的营业额较去年同期减少760万令吉(8.7%),这是由于尽管售价略低,但销量减少。

对于菲律宾而言,子公司在本季度没有任何收入,因为它在2018年11月22日注册后仍处于初步阶段。子公司在本季度的税前亏损30万令吉是由于本季度初步的租金和管理费有关的成本。

QoQ:
该集团的税前盈利为1,070万令吉,上一季度则为1,510万令吉。尽管本季度销量增加,但税前利润较低是由于利润率较低。

在马来西亚,本季度的税前利润增加主要是由于子公司的股息收入830万令吉,加上销量增加,尽管本季度的利润率较低。

在越南,尽管本季度销售价格下降,但由于销量增加,子公司的收入增加。尽管利润率较低,本季度的税前利润较高是由于销量增加。

前景:
董事会预计,进口量的增加(特别是在反倾销税期满之后)以及令吉对美元的不确定性和波动性将对集团的增长和盈利能力产生影响。
-----------------------------
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 RM1.94 (dividend RM0.025) in 1 year 2 months 24 days, total return is 174.8%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.985 in 2 months 11 days, total return is 116.5%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.11 in 9 months 16 days, total return is 93%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 4 months 6 days, total return is 79.9%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.27 in 10 months 20 days, total return is 58.8%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.42 (dividend RM0.018) in 10 months 13 days, total return is 49%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.43 (dividend RM0.01) in 5 months 5 days, total return is 46.1%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 18 days, total return is 37.8%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10 (dividends RM0.083) in 1 Year 29 days, total return is 37.3%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 22 days, total return is 28%

k) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 12 days, total return is 22.5%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.27 in 5 months 5 days, total return is 22.1%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 3 months 7 days, total return is 10.1%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 7 days, total return is 9.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
---------------------------------------------------------------------
[PERUSAHAAN SADUR TIMAH MALAYSIA PERSTIMA BHD: lower sales volume coupled with lower profit margin]

YoY:
The Group’s revenue for the quarter ended 30 September 2019 (“Current Quarter”) compared with the quarter ended 30 September 2018 (“Previous Year Corresponding Period”) decreased by RM31.6 million (11.6%) due to lower sales volume despite higher selling price. The Group’s profit before taxation for the Current Quarter compared with the Previous Year Corresponding Period decreased by RM4.9 million (31.6%) due to lower sales volume coupled with lower profit margin during the Current Quarter.

For Malaysia, the Company’s revenue for the Current Quarter decreased by RM24.1 million (12.8%) as compared to the Previous Year Corresponding Period due to lower sales volume despite higher selling price. The Company’s profit before taxation for the Current Quarter of RM14.8 million was higher as compared to RM11.1 million in the Previous Year Corresponding Period due to dividend income of RM8.3 million from subsidiary company despite lower sales volume and lower profit margin.

For Vietnam, the subsidiary Company’s revenue decreased by RM7.6 million (8.7%) compared with the Previous Year Corresponding Period due to lower sales volume despite slight lower selling price.

For Philippines, the subsidiary Company’s did not have any revenue during the Current Quarter since it was still at preliminary stage after being registered on 22 November 2018. The subsidiary Company’s loss before taxation for the Current Quarter of RM0.3 million was due to the preliminary cost related to the rental fee and administration fee during the Current Quarter.

QoQ:
The Group recorded a profit before tax of RM10.7 million compared with RM15.1 million in the Previous Quarter. The lower profit before tax was due to lower profit margin despite higher sales volume in the Current Quarter.

For Malaysia, the higher profit before tax for the Current Quarter was mainly due to dividend income of RM8.3 million from subsidiary company coupled with higher sales volume despite lower profit margin for the Current Quarter.

For Vietnam, the subsidiary Company’s revenue was higher due to higher sales volume despite lower selling price for the Current Quarter. The higher profit before tax for the Current Quarter was due to higher sales volume despite lower profit margin.

Prospects:
The Board of Directors expects the Group’s growth and profitability to be affected by a combination of a higher presence of imports (especially after the expiration of anti-dumping duties) and the uncertainty and volatility of Ringgit Malaysia against United States Dollar.
--------------------------------------------------------------------------
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: PERSTIM
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Westports holdings bhd (Wprts)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 7 Nov 2019, 7:16 PM


浅谈Westports holdings bhd (Wprts)
-----------------------------

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 RM1.94 (dividend RM0.025) in 1 year 2 months 24 days, total return is 174.8%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.985 in 2 months 11 days, total return is 116.5%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.11 in 9 months 16 days, total return is 93%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 4 months 6 days, total return is 79.9%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.27 in 10 months 20 days, total return is 58.8%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.42 (dividend RM0.018) in 10 months 13 days, total return is 49%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.43 (dividend RM0.01) in 5 months 5 days, total return is 46.1%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 18 days, total return is 37.8%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10 (dividends RM0.083) in 1 Year 29 days, total return is 37.3%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.22) in 1 Year 22 days, total return is 28%

k) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.245 in 1 months 12 days, total return is 22.5%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.27 in 5 months 5 days, total return is 22.1%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 3 months 7 days, total return is 10.1%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 7 days, total return is 9.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: WPRTS
  Be the first to like this.
 

[转贴] [HARTALEGA HOLDINGS BHD:平均售价降低以及包装和天然气成本提高] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 7 Nov 2019, 9:40 AM


[HARTALEGA HOLDINGS BHD:平均售价降低以及包装和天然气成本提高]

2Q20 vs 2Q19:
集团在本季度的销售收入达7.094亿令吉,比去年同期减少480万令吉或0.7%。销售收入减少归因于平均售价降低。税前盈利减少500万令吉或3.5%,主要是由于平均售价降低以及包装和天然气成本提高。

YTD20 vs YTD19:
年初至今,集团实现销售收入13.5亿令吉,较上年同期的14.2亿令吉减少7110万令吉或5.0%。销售收入较低,主要是由于这时期的平均销售价格较低。

税前盈利减少了2920万令吉或10.1%,至2亿5900万令吉,而上一年同期为2亿8820万令吉。税前利润减少的主要原因是平均售价降低,包装成本和天然气成本上升。

2Q20 vs 1Q20:
这季的税前利润与上一季度相比增加了1,570万令吉或12.9%,主要是由于销量增加以及保养和人工成本降低。

前景:
尽管市场需求在2019年下半年有所回升,但随着运营成本的上升,商业环境仍然面临挑战。展望未来,贺特佳仍然对橡胶手套需求增长,NGC持续扩张以及AMG销售的潜在增长所支撑的长期前景感到乐观。
-----------------------------
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 RM1.92 (dividend RM0.025) in 1 year 2 months 23 days, total return is 172%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.905 in 2 months 10 days, total return is 98.9%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.06 in 9 months 15 days, total return is 84.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 4 months 5 days, total return is 81.1%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 10 months 19 days, total return is 61.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.41 (dividend RM0.018) in 10 months 12 days, total return is 48%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.45 (dividend RM0.01) in 5 months 4 days, total return is 47.3%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 28 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 17 days, total return is 37.8%

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

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.29 in 5 months 4 days, total return is 24%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.225 in 1 months 11 days, total return is 12.5%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.27 (dividends RM0.111) in 1 Year 3 months 6 days, total return is 10.6%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 6 days, total return is 9.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
---------------------------------------
[HARTALEGA HOLDINGS BHD: lower average selling price and higher packaging and natural gas cost]

2Q20 vs 2Q19:
The Group's sales revenue for the quarter amounted to RM 709.4 million, eased by RM 4.8 million or 0.7% from corresponding quarter in preceding year. The reduction in sales revenue was attributed to lower average selling price. Profit before tax eased by RM5.0 million or 3.5%, mainly due to lower average selling price and higher packaging and natural gas cost.

YTD20 vs YTD19:
The Group achieved sales revenue of RM1.35 billion year-to-date, eased by RM71.1 million or 5.0% from RM1.42 billion recorded in corresponding year-to-date in preceding year. The lower sales revenue reported was mainly due to lower average selling price for the period.

Profit before tax eased by RM 29.2 million or 10.1% to RM 259.0 million as compared to RM288.2 million in corresponding period in preceding year. The lower reported profit before tax was mainly due to lower average selling price, higher packaging cost and natural gas cost.

2Q20 vs 1Q20:
Profit before tax for the quarter increased by RM 15.7 million or 12.9% as compared with previous quarter mainly due to increase in sales volume and lower upkeep and labour cost.

Prospects:
While market demand has picked up in the second half of 2019, business environment continues to remain challenging with rising operating cost. Moving forward, Hartalega remains optimistic of the longer term prospects underpinned by growing demand for rubber gloves, ongoing NGC expansion and potential growth of AMG sales.
--------------------------------------------------------------------------
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Hartalega holdings bhd (Harta)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 6 Nov 2019, 9:17 PM


浅谈Hartalega holdings bhd (Harta)
-----------------------------

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 RM1.92 (dividend RM0.025) in 1 year 2 months 23 days, total return is 172%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.905 in 2 months 10 days, total return is 98.9%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.06 in 9 months 15 days, total return is 84.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 4 months 5 days, total return is 81.1%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 10 months 19 days, total return is 61.3%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.41 (dividend RM0.018) in 10 months 12 days, total return is 48%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.45 (dividend RM0.01) in 5 months 4 days, total return is 47.3%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 28 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 17 days, total return is 37.8%

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

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.29 in 5 months 4 days, total return is 24%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.225 in 1 months 11 days, total return is 12.5%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.27 (dividends RM0.111) in 1 Year 3 months 6 days, total return is 10.6%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 6 days, total return is 9.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: HARTA
  Be the first to like this.
 

[转贴] [FRONTKEN CORP BHD:子公司在新加坡的业绩有所改善,以及由于不断努力提高其在整个集团的效率所带来的更高的利润率] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 6 Nov 2019, 9:37 AM


[FRONTKEN CORP BHD:子公司在新加坡的业绩有所改善,以及由于不断努力提高其在整个集团的效率所带来的更高的利润率]

3Q19 vs 3Q18:
截至2019年9月30日的本季度,前研科技的收入比去年同期增长了约120万令吉(1.4%),主要是由于其新加坡子公司的业务表现更好,半导体业务有正增长。

他们的新加坡分公司受益于“传统”的生产量增加,因为半导体领域的整体产量有回升。他们在台湾的子公司能够从更好的运营效率和更好的产品组合中获得更好的利润。还值得一提的是,其主要客户之一提供的指导指出,由于需求增加和先进高性能芯片的新订单,特别是随着各国推出超快速5G无线网络,未来季度的表现将有所改善。为此,他们希望他们也将从客户的产量增加中受益,并希望在今年第四季度实现销售增长。

集团在本季的税前盈利为2,610万令吉,较去年同期的2,060万令吉增加550万令吉或26.5%。较高的利润主要是由于其子公司在新加坡的业绩有所改善,以及由于不断努力提高其在整个集团的效率所带来的更高的利润率。

YTD19 vs YTD18:
截至2019年9月30日止,前研科技的收入为2.51亿令吉,比去年同期高出1,250万令吉(5.2%)。改善主要归功于集团的新加坡和马来西亚的子公司的业绩的改善,有正增长。与去年同期相比,集团的PBT增长了2060万令吉(40.2%),这是由于收入增加,产品组合改善以及对成本管理保持警惕。

3Q19 vs 2Q19:
由于其台湾,新加坡和马来西亚子公司的业务表现改善,本季度的收入比上一季度增长了8.6%或约690万令吉。集团本季度未经审核的PBT有所改善,部分原因是他们不断努力改善生产流程,从而改善了成本管理。

前景:
尽管收入略有增长,但集团的9个月业绩有所改善,PBT较上年同期增长40.2%。这主要是由于它们在各自的国家/地区的半导体,石油以及天然气业务以及整个集团的成本管理得到改善。

从长远来看,对半导体的全球需求将继续增长。除了智能手机和平板电脑,消费者对其他智能设备的需求也在增长。集团看到了新的创新技术的迅速发展和部署,并相信这将继续增加对其半导体客户生产的产品的需求。一旦5G在全球范围内推出,这一需求将进一步加速。因此,展望未来,他们相信电子和技术领域的所有这些发展将对其业务产生积极影响。

关于石油和天然气行业,他们注意到,自下半年以来,咨询数量有所增加,并已转化为订单。他们的石油和天然气业务业绩的改善为实现其2019年的收入提供了良好的预兆。此外,被任命为马来西亚国家石油公司集团的人力供应以及机械旋转设备服务和零件的panel contractors之一,有望在未来几年内为该部门提供更多工作。为此,他们对其余月份的表现将令人满意感到谨慎乐观。
-----------------------------
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 RM1.98 (dividend RM0.025) in 1 year 2 months 22 days, total return is 180.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.895 in 2 months 9 days, total return is 96.7%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.06 in 9 months 14 days, total return is 84.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 4 months 4 days, total return is 79.9%

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

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.46 (dividend RM0.01) in 5 months 3 days, total return is 47.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.38 (dividend RM0.018) in 10 months 11 days, total return is 44.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.14 (dividends RM0.083) in 1 Year 27 days, total return is 39.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 16 days, total return is 37.8%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.21 (dividend RM0.22) in 1 Year 20 days, total return is 28.6%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.29 in 5 months 3 days, total return is 24%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.29 (dividends RM0.111) in 1 Year 3 months 5 days, total return is 11.1%

m) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 5 days, total return is 9.5%

n) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.215 in 1 months 10 days, total return is 7.5%

o) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.45 (dividends RM0.04) in 1 Year 1 month 4 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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
----------------------------
[FRONTKEN CORP BHD: improved performance by their subsidiary in Singapore and better profit margin resulting from the continual efforts to improve their efficiency across the Group]

3Q19 vs 3Q18:
The Group’s revenue for the current quarter ended 30 September 2019 increased by approximately RM1.2 million (1.4%) compared to the preceding year corresponding quarter mainly attributable to the better business performance for their subsidiary in Singapore in view of the positive growth of the semiconductor business.

Their Singapore unit benefitted from the overall pick-up in volume in the semiconductor space during the “traditional” ramp-up of production. Their subsidiary in Taiwan were able to deliver a better bottom line from operating efficiency and better product mix. It is also, worthwhile to note the guidance provided by one of their main customers that indicated an improved performance in the coming quarter due to the higher demand and new orders of its advanced highperformance chips, particularly as countries roll out ultra-fast 5G wireless networks. To that end, they hope that they will also benefit from their customer’s ramp up of production and see an increased sales in the 4th quarter of this year.

The Group’s profit before tax (“PBT”) of RM26.1 million for the current quarter was RM5.5 million or 26.5% higher than the corresponding quarter’s RM20.6 million. The higher profit was mainly due to improved performance by their subsidiary in Singapore and better profit margin resulting from the continual efforts to improve their efficiency across the Group.

YTD19 vs YTD18:
The Group’s revenue of RM251.0 million for the current period ended 30 September 2019 was RM12.5 million (5.2%) higher than that achieved in the preceding year corresponding period. The improvement was mainly due to better performances from the Group’s subsidiaries in Singapore and Malaysia due to the positive growth in their respective businesses. Against the same period last year, the PBT for the Group jumped by RM20.6 million (40.2%) as a result of increased revenue, better product mix and vigilance in cost management.

3Q19 vs 2Q19:
The Group’s revenue was 8.6% or approximately RM6.9 million higher during the current quarter as compared to the immediate preceding quarter due to improved business performance by their subsidiaries in Taiwan, Singapore and Malaysia. The Group’s improved unaudited PBT for the current quarter was partly attributable to their continual efforts in improving their production processes leading to better cost management.

Prospects:
The Group recorded an improved 9 months results with a 40.2% increase in its PBT compared to the preceding year corresponding period in spite of a marginal growth in revenue. This was mainly due to the positive growth in both their semiconductor and oil and gas businesses in the respective countries they operate in and better cost management across the Group.

The global demand for semiconductors, which remains strong in the long term, will continue to grow. Beyond smartphones and tablets, the consumer demand for other smart devices is also growing. The Group is seeing rapid advancement and deployment of new innovative technologies and believe that this will continue to boost the demand for the products produced by their semiconductor customers. This demand will accelerate further once 5G is rolled out globally. Therefore, moving forward, they believe that all these developments in the electronic and technology space will be positive for their business.

As for the oil and gas industry, they noticed that the number of enquiries had picked up and have translated into orders since the second half of the year. The improved performance of their oil and gas business augurs well for the realization of their projected 2019 revenue. In addition, being appointed as one of the panel contractors for the provision of manpower supply and also mechanical rotating equipment services and parts for Petronas Group of Companies will hopefully provide this division with additional works in years to come. To that end, they are cautiously optimistic that their performance for the remaining months will be satisfactory.
--------------------------------------------------------------------------
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: FRONTKN
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Tue, 5 Nov 2019, 9:20 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 RM1.98 (dividend RM0.025) in 1 year 2 months 22 days, total return is 180.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.895 in 2 months 9 days, total return is 96.7%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.06 in 9 months 14 days, total return is 84.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 4 months 4 days, total return is 79.9%

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

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.46 (dividend RM0.01) in 5 months 3 days, total return is 47.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.38 (dividend RM0.018) in 10 months 11 days, total return is 44.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.14 (dividends RM0.083) in 1 Year 27 days, total return is 39.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 11 months 16 days, total return is 37.8%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.21 (dividend RM0.22) in 1 Year 20 days, total return is 28.6%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.29 in 5 months 3 days, total return is 24%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.29 (dividends RM0.111) in 1 Year 3 months 5 days, total return is 11.1%

m) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 5 days, total return is 9.5%

n) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.215 in 1 months 10 days, total return is 7.5%

o) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.45 (dividends RM0.04) in 1 Year 1 month 4 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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: IOICORP
  Be the first to like this.
 

[转贴] [PECCA GROUP BHD:来自美国和欧洲地区的收入订单减少] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 5 Nov 2019, 10:20 AM


[PECCA GROUP BHD:来自美国和欧洲地区的收入订单减少]

YTD19 vs YTD18:
这集团累计迄今取得了1亿3138万令吉的收入,税前利润为2218万令吉。与去年同期的1亿1267万令吉的营业额和1294万令吉的税前盈利相比,营业额和税前盈利都有所增加。

4Q19 vs 3Q19:
与上一季度的收入表现相比,集团的收入表现更高,增长了3.57%,而税前利润下降了35.89%。 REM收入比上季下降11.13%,这是由于来自美国和欧洲地区的收入订单减少。由于关键型号的生产的增长放缓,PDI收入减少了17.84%。由于增加了员工绩效计划,这集团的毛利率较上一季度有所下降。

前景:
董事会仍对市场情绪不太乐观持谨慎态度,但相信随着紧密合作的车型和合作伙伴的收入数字的不断提高,集团的业绩表现将会令人鼓舞。
-----------------------------
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 RM1.95 (dividend RM0.025) in 1 year 2 months 21 days, total return is 176.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.89 in 2 months 8 days, total return is 95.6%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.10 in 9 months 13 days, total return is 91.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.41 (dividend RM0.04) in 1 year 4 months 3 days, total return is 82.4%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 10 months 17 days, total return is 61.3%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.38 (dividend RM0.01) in 4 months 30 days, total return is 43.1%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18 (dividends RM0.083) in 1 Year 26 days, total return is 42.3%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.36 (dividend RM0.018) in 10 months 10 days, total return is 42.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.70 (dividend RM0.07) in 11 months 15 days, total return is 39.4%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.22) in 1 Year 19 days, total return is 30.2%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.27 in 4 months 30 days, total return is 22.1%

l) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 4 days, total return is 9.5%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.18 (dividends RM0.111) in 1 Year 3 months 4 days, total return is 8.4%

n) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.215 in 1 months 9 days, total return is 7.5%

o) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.44 (dividends RM0.04) in 1 Year 1 month 3 days, total return is 3.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
-----------------------------
[PECCA GROUP BHD: decrease in revenue orders from US and Europe Region]

YTD19 vs YTD18:
Cumulative Year‐To‐Date (YTD) performance for the Group garnered a revenue of RM131.38 million with a profit before taxation of RM22.18 million. This is an increase of revenue from previous year’s performance YTD of RM112.67 million revenue and RM12.94 million profit before taxation.

4Q19 vs 3Q19:
In comparison to the preceding quarter’s revenue performance, the Group recorded a higher revenue performance with 3.57% increase, while profit before taxation recorded a decrease of 35.89%. REM revenue were lower compared to preceding quarter by 11.13% due to decrease in revenue orders from US and Europe Region. PDI revenue reduce by 17.84% as there has been a slowdown of
production in a key model. The Group achieved a lower gross profit margin against the immediate preceding quarter due to additional employee performance programs.

Prospects:
The Board continues to be cautious of the less optimistic market sentiments but believes the Group’s performance going forward is encouraging with the continued improvement in revenue numbers from car models and partners they are working closely with.
--------------------------------------------------------------------------
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: PECCA
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Sime darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 4 Nov 2019, 9:17 PM


浅谈Sime darby Plantation berhad (SimePlt)
-----------------------------

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 RM1.95 (dividend RM0.025) in 1 year 2 months 21 days, total return is 176.2%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.89 in 2 months 8 days, total return is 95.6%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.10 in 9 months 13 days, total return is 91.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.41 (dividend RM0.04) in 1 year 4 months 3 days, total return is 82.4%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 10 months 17 days, total return is 61.3%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.38 (dividend RM0.01) in 4 months 30 days, total return is 43.1%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18 (dividends RM0.083) in 1 Year 26 days, total return is 42.3%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.36 (dividend RM0.018) in 10 months 10 days, total return is 42.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.70 (dividend RM0.07) in 11 months 15 days, total return is 39.4%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.22) in 1 Year 19 days, total return is 30.2%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.27 in 4 months 30 days, total return is 22.1%

l) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.23 in 3 months 4 days, total return is 9.5%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.18 (dividends RM0.111) in 1 Year 3 months 4 days, total return is 8.4%

n) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.215 in 1 months 9 days, total return is 7.5%

o) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.44 (dividends RM0.04) in 1 Year 1 month 3 days, total return is 3.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: SIMEPLT
  Be the first to like this.
 

[转贴] [KKB ENGINEERING BHD:收入增长的主要动力来自集团的工程部门,尤其是其土木建筑和钢铁制造部门] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 4 Nov 2019, 10:50 AM


[KKB ENGINEERING BHD:收入增长的主要动力来自集团的工程部门,尤其是其土木建筑和钢铁制造部门]

YoY:
该集团在本季度录得收入1.198亿令吉,增长28.5%,而去年同期则为9,320万令吉。本季度收入增长的主要动力来自集团的工程部门,尤其是其土木建筑和钢铁制造部门。

同时,集团的税前盈利上升至1,050万令吉,较去年同期的330万令吉增加218.5%,使年初至今的税前盈利达1,790万令吉(1H18:570万令吉),这得益于工程部门的收入增加和利润率提高。

除了正在进行的主要钢铁制造工作外,例如为Petronas Carigali Sdn Bhd提供工程,采购,建造,安装和调试井口平台的D18二期项目,以及为Pegaga开发项目提供井口甲板,桩和管道的采购和建造服务,和根据砂拉越供水网格计划实施的砂拉越Jabatan Bekalan Air Luar Bandar(Package SR1 & Package 1C)在今年2月拿到的两条新管道的开工,铺设项目已开始为集团的收入和收益做出积极贡献。

工程部门:
工程部门取得了显着增长,为集团总收入贡献了96%(2018年第二季度:89%)。由于民用建筑和钢铁制造部门正在进行的项目的进度费用较高,该部门的收入增加了37.3%,达到1.144亿令吉,而去年同期为8,330万令吉。

建筑部门的收入在本季度增加至7070万令吉,而去年同期为4860万令吉。该季度的收入来自于子公司KKBWCT Joint Venture Sdn Bhd正在进行的Pan Borneo Highway项目(第一阶段工程合同– WPC-09)以及Jabatan Bekalan Air Luar Bandar Sarawak在2019年2月新提供的两个项目,就是SR1配套(南部地区)的设计,施工,测试和调试,以及从Summer Mall交界处到Samarahan省(1C配套)的现有Tambirat BPS的900mm Nominal Diameter MSCL Pipeline and All Associated Works的项目(在公司承担的砂拉越供水网格计划下实施)。

集团的钢铁制造部门录得收入4,330万令吉(2018年第二季度:3,380万令吉),比去年同期增长28.1%。本季度的收入主要来自Petronas Carigali Sdn Bhd的D18二期项目的井口平台的EPCIC,Sapura Fabrication Sdn Bhd授予为砂拉越水域服务的海上SK320油田Pegaga开发项目(Mubadala石油)提供的井口甲板,桩和导体的采购和建造服务,结构钢为Balingian煤炭堆场工作,并提供和制造低,高张力钢杆。

制造业:
第四季度的收入为530万令吉,较上年同期的990万令吉减少46.5%,这是由于LPG气瓶和钢管制造部门的收入均下降。

QoQ:
本季度收入和税前利润均有所增长。收入增加至1.198亿令吉(1Q19:1.178亿令吉),而税前利润为1,050万令吉,较上一季度的740万令吉增长42.2%。工程部门(尤其是土木建筑部门)的利润率提高,在收入增加的背景下,为集团的整体盈利增长做出了贡献。

前景:
在现有的正在进行的建筑工程合同以及石油和天然气设施的主要陆上制造工作的支持下,董事会仍然乐观地认为,许甲明的业绩在2019年下半年仍将保持良好。最近获得了砂拉越Jabatan Bekalan Air Luar Bandar的两份合同,用于设计,施工,完工,测试和调试SR1 Proposed Package(南部地区)以及砂拉越供水网格计划的900mm Nominal Diameter MSCL Pipeline and All Associated Works的项目,从Summer Mall Junction到Existing Tambirat BPS, Samarahan Division (Package 1C),预计民用建筑和钢管制造部门的业绩将在2019年剩余时间内进一步改善。

在砂拉越供水网格计划下,正在进行和即将进行的与水相关的基础设施项目的推动下,对钢制水管的需求预计将增加。许甲明不断追求各种工程项目,特别是有关水管的供应的项目,铺设和调试以及计划在砂拉越州水网项目下实施的其他相关基础设施的工作。

OceanMight Sdn Bhd(KKB的子公司)被Petroliam Nasional Bhd授予了PETRONAS框架协议,以提供固定近海结构工程的工程,采购和建造(EPC)。框架协议为OceanMight带来了更多的机会,OceanMight是其中之一马来西亚为数不多的马来西亚国家石油公司许可的堆场竞标涉及Petroliam Nasional Bhd的固定近海结构工程(EPC)的合同工程。

OceanMight目前正在完成D18第二阶段项目,为Petronas Carigali Sdn Bhd提供井口平台的工程,采购,建造,安装和调试,为Pegaga Development项目和Sapura Fabrication Sdn Bhd提供井口甲板,桩和导体的采购和建设,和新拿到的MISC Offshore Floating Terminals Dua(L)Limited提供的项目,为Vestigo Petroleum Sdn Bhd的MAMPU-1和AJK平台的升级和修改提供新的ESP模块的工程,采购,建造和调试。许甲明正在与OceanMight Sdn Bhd和其他战略伙伴合作,积极参与主要陆上制造业的新商机,以增加其收入基础和利润(国内或国际)。
-----------------------------
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 RM1.93 (dividend RM0.025) in 1 year 2 months 20 days, total return is 173.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.90 in 2 months 7 days, total return is 97.8%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.06 in 9 months 12 days, total return is 84.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 3 months 30 days, total return is 79.9%

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

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.20 (dividends RM0.083) in 1 Year 25 days, total return is 43.6%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.36 (dividend RM0.018) in 10 months 9 days, total return is 42.8%

h) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.36 (dividend RM0.01) in 4 months 29 days, total return is 41.9%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.72 (dividend RM0.07) in 11 months 14 days, total return is 40.9%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.22) in 1 Year 18 days, total return is 30.2%

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

l) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.235 in 3 months 3 days, total return is 11.9%

m) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.22 in 1 months 8 days, total return is 10%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.16 (dividends RM0.111) in 1 Year 3 months 3 days, total return is 7.9%

o) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.44 (dividends RM0.04) in 1 Year 1 month 2 days, total return is 3.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
---------------------------------
[KKB ENGINEERING BHD: prime mover for the increased revenue in the current quarter comes from the Group’s Engineering Sector, in particular, its Civil Construction and Steel Fabrication divisions]

YoY:
The Group recorded a 28.5% increase in its current quarter’s revenue of RM119.8 million, as compared to RM93.2 million recorded in the preceding year corresponding quarter. The prime mover for the increased revenue in the current quarter comes from the Group’s Engineering Sector, in particular, its Civil Construction and Steel Fabrication divisions.

Concurrently, the Group’s pre-tax profit rose to RM10.5 million, an increase of 218.5% compared to RM3.3 million recorded in the preceding year corresponding quarter, bringing its year to date pretax profit to RM17.9 million (1H18: RM5.7 million) on the back of higher revenue and improved profit margin recognized from the Engineering sector.

Apart from the on-going major Steel Fabrication jobs i.e the D18 Phase 2 Project for the Provision of Engineering, Procurement, Construction, Installation and Commissioning of Wellhead Platforms for Petronas Carigali Sdn Bhd and the Provision of Procurement & Construction of Wellhead Deck, Piles and Conductors for the Pegaga Development Project, the commencement of the two new pipe laying projects secured in February 2019 from Jabatan Bekalan Air Luar Bandar Sarawak (Package SR1 & Package 1C) implemented under the Sarawak Water Supply Grid Program has started to contribute positively to the Group’s revenue and earnings.

Engineering Sector:
The Engineering sector has grown significantly and contributed 96% (2Q18: 89%) to the Group’s total revenue. The sector’s revenue improved by 37.3% to reach RM114.4 million compared to RM83.3 million recorded in the preceding year corresponding quarter, as a result of higher progress billings from on-going projects for both the Civil Construction and Steel Fabrication divisions.

Revenue for the Construction’s division increased to RM70.7 million in the current quarter compared to RM48.6 million recorded in the preceding year corresponding quarter. Revenue for the quarter was derived from the on-going Pan Borneo Highway project (Phase 1 Works Package Contract – WPC-09) undertaken by the subsidiary Company i.e KKBWCT Joint Venture Sdn Bhd and the two newly secured projects in February 2019 from Jabatan Bekalan Air Luar Bandar Sarawak for the Design, Construction, Completion, Testing and Commissioning of Proposed Package SR1 (Southern Region) and the Construction and Completion of 900mm Nominal Diameter MSCL Pipeline and All Associated Works from Summer Mall Junction to Existing Tambirat BPS, Samarahan Division (Package 1C) implemented under the Sarawak Water Supply Grid Programme undertaken by the Company.

The Group’s Steel Fabrication division recorded revenue of RM43.3 million (2Q18: RM33.8 million), improved by 28.1% as compared to the preceding year corresponding quarter. Current quarter’s revenue was mostly derived from the EPCIC of Wellhead Platforms for D18 Phase 2 Project for Petronas Carigali Sdn Bhd, the Provision of Procurement and Construction of Wellhead Deck, Piles and Conductors for the Pegaga Development Project (Mubadala Petroleum) in Block SK320, offshore waters of Sarawak awarded by Sapura Fabrication Sdn Bhd, Structural Steel works for the Balingian Coal Stockyard and supply and fabrication of Low & High Tension Steel Poles.

Manufacturing Sector:
Revenue for the quarter of RM5.3 million was 46.5% lower as compared to RM9.9 million recorded in the preceding year corresponding quarter, due to lower revenue recorded from both the LPG Cylinders and Steel Pipes manufacturing divisions.

QoQ:
Current quarter saw an increase in both revenue and pre-tax profit. Revenue increased to RM119.8 million (1Q19: RM117.8 million) whilst pre-tax profit of RM10.5 million, increased by 42.2% compared to RM7.4 million in the preceding quarter. Improved margin from the Engineering sector in particular the Civil Construction division has contributed to the Group’s overall improved bottom line on the back of higher revenue.

Prospects:
Supported by the existing contracts in hand for the on-going construction works and Major Onshore fabrication jobs for the Oil & Gas facilities, the Board remains optimistic that the Group’s performance will remain favourable for the remaining 2H2019. With the recent award of the two contracts from Jabatan Bekalan Air Luar Bandar Sarawak for the Design, Construction, Completion, Testing and Commissioning of Proposed Package SR1 (Southern Region) and the Construction and Completion of 900mm Nominal Diameter MSCL Pipeline and All Associated Works from Summer Mall Junction to Existing Tambirat BPS, Samarahan Division (Package 1C) for Sarawak Water Supply Grid Program – Stressed Areas, performance for both the Civil Construction and Steel Pipes Manufacturing divisions is expected to improve further in the remaining period of 2019.

The demand for steel water pipes is expected to rise, buoyed by ongoing and upcoming water related infrastructure projects planned under the Sarawak Water Supply Grid Program. The Group is continuously pursuing various engineering projects, particularly projects related to the supply, laying and commissioning of water pipes and other related infrastructure works scheduled to be implemented under the Sarawak State Water Grid Project.

OceanMight Sdn Bhd (KKB’s subsidiary), has been awarded the PETRONAS Frame Agreement for the Provision of Engineering, Procurement and Construction (EPC) of Fixed Offshore Structure works by Petroliam Nasional Bhd. The Frame Agreement open up more opportunities to OceanMight, being one of the few PETRONAS Licensed Yards in Malaysia to bid for contract works involving the (EPC) of Fixed Offshore Structure works by Petroliam Nasional Bhd.

OceanMight is currently completing the D18 Phase 2 Project for the Provision of Engineering, Procurement, Construction, Installation and Commissioning of Wellhead Platforms for Petronas Carigali Sdn Bhd, the Provision of Procurement & Construction of Wellhead Deck, Piles and Conductors for the Pegaga Development project for Sapura Fabrication Sdn Bhd and the newly awarded job by MISC Offshore Floating Terminals Dua (L) Limited for the Provision of Engineering, Procurement, Construction and Commissioning of New ESP Module for Upgrading and Modification on MAMPU-1 and AJK Platform for Vestigo Petroleum Sdn Bhd. The Group is actively participating in new business opportunities in the Major Onshore Fabrication to increase its revenue base and earnings, be it domestic or international, in collaboration with OceanMight Sdn Bhd and other strategic partner(s).
--------------------------------------------------------------------------
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

Labels: KKB
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Prestariang berhad (PresBhd)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 3 Nov 2019, 9:19 PM


浅谈Prestariang berhad (PresBhd)
-----------------------------

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 RM1.93 (dividend RM0.025) in 1 year 2 months 20 days, total return is 173.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.90 in 2 months 7 days, total return is 97.8%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.06 in 9 months 12 days, total return is 84.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 3 months 30 days, total return is 79.9%

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

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.20 (dividends RM0.083) in 1 Year 25 days, total return is 43.6%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.36 (dividend RM0.018) in 10 months 9 days, total return is 42.8%

h) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.36 (dividend RM0.01) in 4 months 29 days, total return is 41.9%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.72 (dividend RM0.07) in 11 months 14 days, total return is 40.9%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.22) in 1 Year 18 days, total return is 30.2%

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

l) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.235 in 3 months 3 days, total return is 11.9%

m) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.22 in 1 months 8 days, total return is 10%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.16 (dividends RM0.111) in 1 Year 3 months 3 days, total return is 7.9%

o) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.44 (dividends RM0.04) in 1 Year 1 month 2 days, total return is 3.5%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

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

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

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

12月28日星期六:Hotel Sri Petaling, KL

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

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng

Labels: PRESBHD
  Be the first to like this.
 


 

2001 

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 IRIS 0.140.00 
 TOPGLOV-C60 0.0650.00 
 BTECH 0.2250.00 
 3A 0.8050.00 
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