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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Mon, 25 May 2020, 9:30 AM

 

[转贴] [VELESTO ENERGY BERHAD:自升式钻机的平均利用率提高到86%,而去年同期为66%] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 25 May 2020, 9:30 AM


[VELESTO ENERGY BERHAD:自升式钻机的平均利用率提高到86%,而去年同期为66%]

1Q20 vs 1Q19:
集团的收入为1亿7千630万令吉,比上一季度的1亿2千700万令吉高38.8%,主要是由于钻探服务部门的业绩改善。因此,该集团报告了扭亏为盈的结果;从相应季度的1,960万令吉税前亏损增加到1,770万令吉的税前利润,大幅改善了3,730万令吉。

钻井服务部门:
钻井服务部门在本季度录得收入增长39.8%至1.742亿令吉,主要是由于自升式钻机的平均利用率提高到86%,而去年同期为66%。因此,钻井服务部门的税前利润显着改善,达2640万令吉,而同期的税前亏损为950万令吉。

油田服务部门:
油田服务部门的税前亏损则从去年同期的370万令吉减少至230万令吉。

其他部门:
其他部门则录得630万令吉的税前亏损,与去年同期相当。

1Q20 vs 4Q19:
这集团的除税前盈利较高为1,770万令吉,而上个季度则为1,460万令吉,这主要是由于本季度钻井服务部门的贡献和开单效率更高。

这集团的总资产增加了1.518亿令吉或3.5%,主要是由于该期间的物业,厂房和设备增加。负债总额减少了1,870万令吉,主要是由于该期间的应付账款和借款分别减少了1,280万令吉和490万令吉。

前景:
钻井服务部门:
目前,尽管集团的七个自升式钻机中只有五个在运转,但仍在合同中。这集团一直在招标新合同,以部分缓解可能影响合同续签的潜在市场疲软。

油田服务部门:
这集团将持续监察及评估该附属公司的生存能力。

鉴于全球经济以及对石油和天然气的需求存在严重的不确定性,董事会认为,本年度的财务业绩将受到不利影响,并将弱于2019年。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.34 (dividend RM0.04) in 1 year 9 months 10 days, total return is 232.9%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) in 1 year 10 months 19 days, total return is 120.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.57 (adjusted)(dividend RM0.055) in 11 months 18 days, total return is 117.1%

d) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM23.64 (adjusted)(dividend RM0.32) in 1 Year 10 months 21 days, total return is 97.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 30 days, total return is 79.1%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) in 1 Year 7 months 14 days, total return is 48.9%

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。

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
--------------------------------------
[VELESTO ENERGY BERHAD: higher average jack-up rig utilisation of 86% as compared to 66% in the corresponding quarter]

1Q20 vs 1Q19:
Group revenue of RM176.3 million was 38.8% higher than the corresponding quarter’s revenue of RM127.0 million, mainly due to improved performance in the Drilling Services segment. Consequently, the Group reported a turnaround result; from a loss before tax of RM19.6 million in the corresponding quarter to RM17.7 million profit before tax, a significant improvement of RM37.3 million.

Drilling Services Segment:
Drilling Services segment registered a 39.8% increase in revenue to RM174.2 million in current quarter, mainly due to higher average jack-up rig utilisation of 86% as compared to 66% in the corresponding quarter. As a result, the Drilling Services segment registered a significant improvement to a profit before tax of RM26.4 million against the loss before tax of RM9.5 million reported in the corresponding quarter.

Oilfield Services Segment:
The Oilfield Services segment recorded a lower loss before tax of RM2.3 million against RM3.7 million in the corresponding quarter.

Others Segment:
Others segment recorded a loss before tax of RM6.3 million, which is comparable against corresponding quarter.

1Q20 vs 4Q19:
The Group posted a higher profit before taxation of RM17.7 million compared to RM14.6 million in the preceding quarter mainly due to higher contribution and invoicing efficiency from Drilling Services segment in the current quarter.

The Group’s total assets increased by RM151.8 million or 3.5% mainly due to the increase in property, plant and equipment during the period. Total liabilities reduced by RM18.7 million mainly due to reduction in payables and borrowings amounting to RM12.8 million and RM4.9 million respectively during the period.

Prospects:
Drilling Services Segment:
Currently, while only five of the Group’s seven jack-up drilling rigs are working, all are still under contract. The Group is continuously tendering for new contracts to partially mitigate potential softening of the market which may affect contract renewals.

Oilfield Services Segment:
The Group will continuously monitor and evaluate the viability of this subsidiary.

In view of the grave uncertainty in the global economy and the demand for oil and gas, the Board believes that the financial performance for the year will be adversely impacted and weaker than 2019.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

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

James Ng

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

Author: James Ng   |  Publish date: Sun, 24 May 2020, 9:28 PM


浅谈Velesto energy berhad (Velesto)
-----------------------------
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 RM2.34 (dividend RM0.04) in 1 year 9 months 10 days, total return is 232.9%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) in 1 year 10 months 19 days, total return is 120.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.57 (adjusted)(dividend RM0.055) in 11 months 18 days, total return is 117.1%

d) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM23.64 (adjusted)(dividend RM0.32) in 1 Year 10 months 21 days, total return is 97.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 30 days, total return is 79.1%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) in 1 Year 7 months 14 days, total return is 48.9%

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。

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

  djibaok likes this.
 
djibaok Summary of video: Ilu baaaaalangg sulah yaaaaatohh, mao gazi angggggg gattt....
24/05/2020 9:38 PM

[转贴] [SERBA DINAMIK HOLDINGS BHD:获得Block 7 Investments L.L.C.授予的EPCC合同,在阿联酋阿布扎比从事创新中心,学术园区,相关设施和IT基础设施的工程,采购和建设] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 24 May 2020, 10:55 AM


[SERBA DINAMIK HOLDINGS BHD:获得Block 7 Investments L.L.C.授予的EPCC合同,在阿联酋阿布扎比从事创新中心,学术园区,相关设施和IT基础设施的工程,采购和建设]

1Q20 vs 1Q19:
截至2020年3月31日的季度(“ Q1FY20”),由于O&M部门的强劲活动,集团录得的收入为12.787亿令吉,比去年同期(“ Q1FY19”)高29.9%。集团还录得税前盈利1.477亿令吉,比Q1FY19的1.245亿令吉高出18.6%。

O&M在20财年第一季度贡献了86.8%的收入,比19财年第一季度增加了2.509亿令吉或29.2%。增长的原因是他们在中东地区(例如阿联酋,卡塔尔和阿曼)和马来西亚的MRO活动增加。 IRM活动在19财年第一季度也显示出更高的增长。该部门录得2亿250万令吉的改善营业利润,毛利率为18.2%。

EPCC收入共录得1.407亿令吉,较19财年第1季增加2950万令吉,占集团总收入的11.0%。 EPCC部门的收入增加主要来自他们在坦桑尼亚的氯碱工厂以及与马来西亚的Petronas Carigali Sdn Bhd的业务往来。

1Q20 vs 4Q19:
整体营运盈利为2.287亿令吉,较19财年第四季减少2620万令吉或10.3%。 O&M收入的下降被阿联酋,印度尼西亚和阿曼等国家的收入增加所部分抵消。

就地域划分而言,马来西亚仍然是按国家划分的最大收入来源,在20财年第1季共录得3亿8260万令吉,占总收入的29.9%,较19财年第1季提高了24.7%。收入的增长主要归因于O&M和EPCC活动的更多call out工作。中东地区贡献了本季度总收入的62.0%,即7.924亿令吉,比19财年第一季度增加了2.111亿令吉。增长的主要原因是阿联酋和卡塔尔的call out活动增加。

前景:
国际货币基金组织在其最新报告中指出,预计全球增长将在2020年达到-3.0%,在2021年达到5.8%,与1月份的《世界经济展望》相比,分别将2020年和2021年分别下调6.3%和上调2.4%。 2020年的下调主要是由于Covid-19大流行在全球范围内造成了高昂的人力成本,而其他必要的保护措施也严重影响了经济活动,而2021年的上调则基于大流行在全球范围内2020年第二季度消退和遏制工作可以逐步取消的假设。

集团通过维护方面的实力减轻了国内和全球的动荡,由于资产的生产仍在继续,现有合同仍在履行,因此合同得以保留。将增值功能与人工智能(“ AI”)结合在一起,其预测性维护赢得了客户的更多尊重。集团的全球卓越中心增加了高端维修能力等集成解决方案,将有助于在本地和全球范围内获得更多新合同。

此外,通过集团在瑞士,意大利和荷兰的联营公司的技术转让,能以可承受的当地价格进一步升级设备,而零件制造的能力可将集团定位为与竞争对手相比,是个更有利的选择。因此,实现了合同利用方面的可持续性。该集团还启动了其在坦桑尼亚,乌兹别克斯坦和老挝的非石油和天然气领域的EPCC活动。这将使世霸动力的收入具有连续性。

最近获得Block 7 Investments L.L.C.授予的EPCC合同,在阿联酋阿布扎比从事创新中心,学术园区,相关设施和IT基础设施的工程,采购和建设。这将展示集团在EPCC和ICT业务领域中的协同能力。该项目是Block 7计划的一部分,该计划旨在创建一个全球孵化器,以促进技术,房地产,金融和能源领域的发展,并将其定位为阿布扎比的新地标。这一发展将使集团成为帮助本地,区域和全球企业以及学术界采用工业革命4.0(“ IR 4.0”)技术的公司之一。

于2020年2月,世霸动力订立有条件的股份出售协议(“ SSA”),以250万令吉收购UNIMY的全部业务。此次收购将使集团能够利用UNIMY的教育产品组合,在本地和全球扩展其E&T业务部门,该产品组合的重点包括云计算,人工智能(AI)和大数据,网络安全,物联网(IoT),编码以及业务技术。此外,此次收购也是集团通过发展其能力,和为在IR 4.0时代服务的意愿而培养未来基于技能的领导者,特别是发展自身能力的举措的一部分。这对于集团前进的成功至关重要,这也将为集团的研发提供巨大优势。两项举措均有望改善集团的财务状况和盈利能力。总体而言,管理层对世霸动力的未来业绩和前景持乐观态度。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.34 (dividend RM0.04) in 1 year 9 months 10 days, total return is 232.9%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) in 1 year 10 months 19 days, total return is 120.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.57 (adjusted)(dividend RM0.055) in 11 months 18 days, total return is 117.1%

d) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM23.64 (adjusted)(dividend RM0.32) in 1 Year 10 months 21 days, total return is 97.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 30 days, total return is 79.1%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) in 1 Year 7 months 14 days, total return is 48.9%

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。

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
---------------------------------------------
[SERBA DINAMIK HOLDINGS BHD: EPCC contract award from Block 7 Investments L.L.C. (“Block 7”) to undertake amongst others, the engineering, procurement and construction of innovation hub, academic campus, related facilities and IT infrastructures in Abu Dhabi, UAE]

1Q20 vs 1Q19:
For the quarter ended 31 March 2020 (“Q1FY20”), the Group recorded revenue of RM1,278.7 million which was 29.9% higher than corresponding quarter of the preceding year (“Q1FY19”) due to strong activities from O&M segment. The Group also recorded profit before taxation of RM147.7 million, 18.6% higher as compared to profit before taxation of RM124.5 million in Q1FY19.

O&M contributed 86.8% of revenue in Q1FY20 with an increase of RM250.9 million or 29.2% against Q1FY19. The increase was due to higher activities from their MRO activity in middle east region such as UAE, Qatar & Oman, and Malaysia. IRM activity also showed higher growth against Q1FY19. The segment recorded an improved operating profit of RM202.5 million which represents a gross margin of 18.2%.

EPCC revenue recorded a total of RM140.7 million, increased by RM29.5 million against Q1FY19 and contributed 11.0% of the total revenue of the Group. Increased revenue from EPCC segment was mainly derived from their chlor-alkali plant in Tanzania and activity with Petronas Carigali Sdn Bhd in Malaysia.

1Q20 vs 4Q19:
Overall Operating profit stood at RM228.7 million, a decrease of RM26.2 million or 10.3% lower against Q4FY19. The decline in O&M revenue was partially offsetted by an increase in revenue from countries such as UAE, Indonesia and Oman.

On geographical segmentation, Malaysia remained as the biggest revenue contributor by country, recording a total of RM382.6 million for Q1FY20 or 29.9% of total revenue recording an improvement of 24.7% against Q1FY19. The improvement in revenue is mainly contributed by higher call out works for O&M and EPCC activity. Middle east contributed 62.0% of the overall revenue for the quarter or RM792.4 million, an increase of RM211.1 million against Q1FY19. The increase was mainly contributed by higher call out activity in UAE & Qatar.

Prospects:
IMF in their recent report stated that global growth is forecasted at -3.0% in 2020 and 5.8% in 2021, a downward revision of 6.3% and upward revision of 2.4% for 2020 and 2021 respectively compared to January’s World Economic Outlook. The downward revision for 2020 is mainly due to the Covid-19 pandemic inflicting high and rising human costs worldwide, and additional necessary protection measures are severely impacting economic activity while an upward revision for 2021, is based on the assumption that the pandemic fades in the 2Q2020 and containment efforts can be gradually unwound.

The Group mitigated volatility domestic and globally through its strength in maintenance in which existing contracts are still being honoured and drawdown since the asset’s production are still running. Incorporating the value-added features with Artificial Intelligence (“AI”), its predictive maintenance has gained better respect from customers. Added integrated solutions such as high-end repair capability in the Group’s global centre of excellence will help to secure more new contracts both locally and globally.

Additionally, through technology transfer from the Group’s associate company in Switzerland, Italy and Netherland, enabled further in upgrading of equipment at affordable local price while parts manufacturing has positioned the Group as more favourable option as compared to their competitors. Thus, sustainability in term of continuous utilisation of contracts have managed to be realised. The Group also activated its EPCC activity in non-oil and gas sector in Tanzania, Uzbekistan and Laos. This will give continuity to revenue of the Group.

With the recent EPCC contract award from Block 7 Investments L.L.C. (“Block 7”) to undertake amongst others, the engineering, procurement and construction of innovation hub, academic campus, related facilities and IT infrastructures in Abu Dhabi, UAE. This will showcase the Group’s capabilities to synergize its capabilities in both EPCC and ICT business segments. This project forms part of Block 7’s initiatives to create a global incubator for the advancement of technology, property, financial as well as energy sectors, and to be positioned as a new landmark for Abu Dhabi. The development will position the Group as one of the companies helping local, regional and global businesses as well as academia to adopt Industry Revolution 4.0 (“IR 4.0”) technologies.

On February 2020, the Group has entered into a conditional Share Sale Agreement (“SSA”) to acquire the entire business of UNIMY, worth RM2.5 million. This acquisition will enable the Group to widen its E&T business segment both locally and globally by leveraging on UNIMY’s education portfolio that focuses on amongst others, cloud computing, artificial intelligence (AI) & big data, cyber security, Internet of Things (IoT), coding as well as business technology. In addition, the acquisition is also part of the Group’s initiatives to develop future skilled based leaders particularly to grow its own workforce, by developing their capabilities, competencies and readiness to serve in the era of IR 4.0. This is vital to the success of the Group moving forward which will also provide tremendous edge in research and development for the Group. Both initiatives are expected to enhance the Group’s financial position as well as profitability. Overall, the management is positive about the future results and prospects of the Group.
--------------------------------------------------------------------------
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: SERBADK
  LaoTzeAhSir likes this.
 

[转贴] [Facebook live video:浅谈GD Express carrier bhd (GDEx)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 23 May 2020, 9:28 PM


浅谈GD Express carrier bhd (GDEx)
-----------------------------
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 RM2.34 (dividend RM0.04) in 1 year 9 months 10 days, total return is 232.9%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) in 1 year 10 months 19 days, total return is 120.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.57 (adjusted)(dividend RM0.055) in 11 months 18 days, total return is 117.1%

d) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM23.64 (adjusted)(dividend RM0.32) in 1 Year 10 months 21 days, total return is 97.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 30 days, total return is 79.1%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) in 1 Year 7 months 14 days, total return is 48.9%

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。

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

Labels: GDEX
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[转贴] [KOSSAN RUBBER INDUSTRIES BHD:销量增加] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 23 May 2020, 10:26 AM


[KOSSAN RUBBER INDUSTRIES BHD:销量增加]

1Q20 vs 1Q19:
截至2020年3月31日的第一季,高产柅品工业的收入增加了8.90%,至6.1147亿令吉,相比之下,1Q19为5.6147亿令吉。税前盈利(PBT)增长9.93%至8253万令吉,相比去年同期为7508万令吉。

Gloves部门的收入从1Q19的4.9599亿令吉增加了10.31%,1Q20增至5.4825亿令吉,而PBT则从去年同期的6796万令吉增长了13.49%至7713万令吉。业绩改善主要归因于与1Q19相比销量增加(+ 7.4%)。

TRPs部门的PBT减少49.27%至346万令吉,而一年前为681万令吉。

Cleanroom部门在1Q20录得收入和PBT分别为2,453万令吉和184万令吉,而19Q1则为1,711万令吉和58万令吉。

1Q20 vs 4Q19:
集团在1Q20录得6亿1147万令吉的收入,较上一季度的5亿7835万令吉增加了5.73%。 PBT从4Q19的7,228万令吉增加14.19%至8,253万令吉。业绩主要归因于手套部门的改善。

手套部门在1Q20录得收入5.4825亿令吉,较4Q19的5.1203亿令吉增长7.07%。 PBT在1Q20上升16.82%至7713万令吉,相比前一季为6602万令吉。业绩改善主要归因于与4Q19相比有更高的销量(+ 8.3%)。

TRPs部门的PBT减少29.33%至346万令吉,上一个季度为489万令吉。

Cleanroom部门在1Q20录得收入和PBT分别为2453万令吉和184万令吉,而4Q19则为2093万令吉和77万令吉。

前景:
预计防护手套的需求将保持强劲,马来西亚橡胶手套制造商协会(“ MARGMA”)预测,全球手套的需求将在2020年增长到3450亿只(2019年:2980亿只);来自马来西亚,泰国和中国分别占65%,18%和9%。预计到2020年,马来西亚将出口2250亿只手套,价值200亿令吉,而2019年出口1700亿只,价值174亿令吉。

由于COVID-19的影响,对手套的需求增加了,并且由于市场供应短缺,这推高了售价。随着集团经营效率的不断提高,管理层对2020财年将是集团强劲增长的一年充满信心。
-----------------------------
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 RM2.34 (dividend RM0.04) in 1 year 9 months 10 days, total return is 232.9%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) in 1 year 10 months 19 days, total return is 120.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.57 (adjusted)(dividend RM0.055) in 11 months 18 days, total return is 117.1%

d) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM23.64 (adjusted)(dividend RM0.32) in 1 Year 10 months 21 days, total return is 97.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 30 days, total return is 79.1%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) in 1 Year 7 months 14 days, total return is 48.9%

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。

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
-------------------------------------------------
[KOSSAN RUBBER INDUSTRIES BHD: higher volume sold]

1Q20 vs 1Q19:
For the 1st quarter ended 31 March 2020, the Group’s revenue increased by 8.90% to RM611.47 million as compared with RM561.47 million in 1Q19. Profit before taxation (PBT) rose 9.93% to RM82.53 million as compared with RM75.08 million in the corresponding quarter last year.

The Gloves division’s revenue increased 10.31% to RM548.25 million in 1Q20 from RM495.99 million in 1Q19, while PBT rose 13.49% to RM77.13 million in the current quarter as compared with RM67.96 million from a year ago. The improved performance was mainly attributable to higher volume sold (+7.4%) as compared with 1Q19.

The TRPs division PBT eased 49.27% to RM3.46 million as compared with RM6.81 million from a year ago.

The Cleanroom division recorded revenue and PBT of RM24.53 million and RM1.84 million respectively in 1Q20, as compared with RM17.11 million and RM0.58 million in 1Q19.

1Q20 vs 4Q19:
The Group recorded revenue of RM611.47 million in 1Q20, rising 5.73% as compared with RM 578.35 million in the immediate preceding quarter. PBT rose 14.19% to RM82.53 million from RM72.28 million in 4Q19. The performance was mainly attributable to the improvement in the Gloves division.

The Gloves division recorded revenue of RM548.25 million in 1Q20, rising 7.07% from RM512.03 million in 4Q19. PBT rose 16.82% to RM77.13 million in 1Q20 as compared with RM66.02 million in the immediate preceding quarter. The improved performance was mainly attributable to the higher volume sold (+8.3%) as compared with 4Q19.

The TRPs division PBT decreased 29.33% to RM3.46 million as compared with RM4.89 million in the immediate preceding quarter.

The Cleanroom division recorded revenue and PBT of RM24.53 million and RM1.84 million respectively in 1Q20, as compared with RM20.93 million and RM0.77 million in 4Q19.

Prospects:
The demand for protective gloves is expected to remain robust, with the Malaysian Rubber Glove Manufacturers Association (“MARGMA”) projecting global glove demand to grow to 345 billion pieces in 2020 (2019: 298 billion pieces), out of which 65% is expected to come from Malaysia, with Thailand and China at 18% and 9% respectively. Malaysia is expected to export 225 billion pieces of gloves valued at RM20bil in 2020 compared with 170 billion pieces worth RM17.4 billion in 2019.

Due to the effect of COVID-19 the demand for gloves has increased and with a supply shortage in the market, this has driven selling prices higher. With the Group’s continued improvements in operating efficiency, management is confident that FY2020 will be a strong growth year for the Group.
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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: KOSSAN
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[转贴] [Facebook live video:浅谈Kossan rubber industries bhd (Kossan)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 22 May 2020, 9:30 PM


浅谈Kossan rubber industries bhd (Kossan)
-----------------------------
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 RM2.34 (dividend RM0.04) in 1 year 9 months 10 days, total return is 232.9%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) in 1 year 10 months 19 days, total return is 120.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.57 (adjusted)(dividend RM0.055) in 11 months 18 days, total return is 117.1%

d) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM23.64 (adjusted)(dividend RM0.32) in 1 Year 10 months 21 days, total return is 97.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 30 days, total return is 79.1%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) in 1 Year 7 months 14 days, total return is 48.9%

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。

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

Labels: KOSSAN
  Be the first to like this.
 

[转贴] [SUPERMAX CORP BHD:完成对巴生Meru一块土地的收购,计划在此土地上新建3个工厂。 2020年3月11日,公司还达成协议购买巴生市Meru的另一块工业用地,公司计划在该工业用地上建设16号工厂] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 22 May 2020, 9:12 AM


[SUPERMAX CORP BHD:完成对巴生Meru一块土地的收购,计划在此土地上新建3个工厂。 2020年3月11日,公司还达成协议购买巴生市Meru的另一块工业用地,公司计划在该工业用地上建设16号工厂]

3Q20 vs 3Q19:
集团从全球天然橡胶和丁腈橡胶手套的销售中取得了总收入4.472亿令吉,比去年同期增长了23.8%或8600万令吉。集团整体销售的增长主要是由于Covid-19流行病导致需求增长,因此集团海外分销中心的销售激增,是手套制造部门平均销售价格上涨的原因,这是全球急需购买包括医用手套在内的个人防护设备(PPE)产品的结果。

此外,本季度其最新工厂投产的新生产线的产量增加,也带来贡献。 EBITDA和PBT分别增长74.0%和92.8%,这是由于销售额增加以及包括较低的原材料价格和美元兑令吉走强等较低的运营支出。 EBITDA,PBT和PAT的利润率也有了实质性的改善,并在本季度创下了近几年的最高记录,分别为25.0%,21.3%和16.2%。

3Q20 vs 2Q20:
在前一个季度的基础上,集团的收入增长了16.0%或6,170万令吉,而EBITDA,PBT和PAT分别增长了88.7%,128.0%和141.0%。本季度的业绩显着提高,主要是由于全球Covid-19大流行爆发后对医用手套的需求增长,导致本季度开始出现购买热潮,特别是在Supermax Group经营所在的国家。

本季度新工厂增加的新产能,较低的生产成本,分销和制造较高的平均销售价格,以及美元兑令吉的走强,是促使这两个分销部门和手套制造部门改善财务业绩的四个主要原因。

前景:
手套部:
在全球COVID-19大流行中,今年手套的需求增长。需求激增导致平均销售价格(ASP)迅速上涨,因为买家急于确保自己的个人防护设备(PPE)的供应,包括医用手套。

丁腈和天然橡胶材料价格Year-on-Year分别下降了11%和6%,Quarter-on-Quarter分别下降了7.3%和2.5%。同时,美元兑MYR升值,Year-on-Year增长2.18%,Quarter-on-Quarter增长0.36%。

当前的市场条件有利于Supermax集团,预计他们的前景至少会在未来1.5至2年内保持强劲,因针对COVID-19的疫苗仍在研发中。这场大流行从2020年3月/ 4月开始为Supermax集团带来了丰厚的利润,这让Supermax Group运营的7个国家/地区的分销部门和马来西亚的手套制造部门都获利。

随着全球COVID-19的爆发,公司看到了新消费者和新消费量的出现。大流行导致对PPE产品(包括医用手套)的需求激增。这些保护和感染控制产品的使用范围已从医疗保健和一线工人扩展到了广大公众。

从Supermax集团运营的配送中心,他们发现要求立即供应的手套需求量显着增加。他们在配送中心过往4个月才卖掉的库存,现在6周内以更高的平均售价售出。 Supermax集团的手套制造部门在此机会中处于优势地位,可以提高收益,加快发展以及扩大产能计划。该公司正在建设3个新工厂,这使他们能够利用医用手套的需求的增长,减少其供不应求的状况,并增加整体产能以应对全球严重的PPE短缺。

增加资本支出以提高产能:
到2019年底,公司已完成对巴生Meru一块土地的收购,计划在此土地上新建3个工厂。 2020年3月11日,公司还达成协议购买巴生市Meru的另一块工业用地,公司计划在该工业用地上建设16号工厂。两座工厂的建设工作已经开始,第三座工厂的建设也将很快开始。

这三个工厂将在CY2022之前实现商业生产,这将使集团的产量每年增加120亿件,从261.8亿只手套增加到381.8亿只手套。速柏玛将投入总资本支出7亿1千500万令吉,这笔预算已用于提高产能。

隐形眼镜部:
速柏玛于本年度至今的隐形眼镜业务取得良好进展。它继续扩大其全球营销范围,目前已扩展到超过65个国家。通过在美国(aveovision.com),马来西亚(aveovision.my),英国(aveovision.co.uk),最近一次在巴西(aveovision.com.br)开设的网站,从批发分销到移动卡车,再到在线B2C销售,已经使用了各种平台在全球范围内推广其隐形眼镜。持续的市场扩张和经常性收入的增加,使收入不断提高。

手套分销,制造和隐形眼镜部门的前景仍然强劲,他们对Supermax的自主品牌制造(OBM)暨分销业务模型产生的较高收益(对比传统的OEM模型产生的收益)感到乐观,因需求增长。
-----------------------------
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 RM2.33 (dividend RM0.04) in 1 year 9 months 9 days, total return is 231.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.89 (dividend RM0.04) in 1 year 10 months 18 days, total return is 142.8%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.65 (adjusted)(dividend RM0.055) in 11 months 17 days, total return is 121.9%

d) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM23.32 (adjusted)(dividend RM0.32) in 1 Year 10 months 20 days, total return is 94.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.05 in 1 year 3 months 29 days, total return is 82.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.27 (dividend RM0.148) in 1 Year 7 months 13 days, total return is 52.1%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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
---------------------------------
[SUPERMAX CORP BHD: the Company had completed the acquisition of a piece of land in Meru, Klang on which it plans to build 3 new plants. On March 11th, 2020, the Company had also entered into an agreement to purchase another piece of industrial land in Meru, Klang, on which the Company plans to build plant #16]

3Q20 vs 3Q19:
The Group recorded total revenue of RM 447.2 million from global sales of its natural rubber and nitrile rubber gloves, an increase of 23.8% or RM 86.0 million compared to the corresponding period a year ago. The increase in overall Sales for the group were mainly due to surge in Sales from the Group's Overseas Distribution Centres as a results of exponential surge in demand due to the Covid-19
pandemic, contribution of higher Average Selling Prices from the Glove Manufacturing Division as a results of the global rush in stocking up on personal protective equipment (PPE) products including Medical Gloves.

In addition, the contribution from the increase in production output from new production lines commissioned at its latest plant during the current quarter. EBITDA and PBT were 74.0% and 92.8% higher respectively, due to higher sales recorded and with lower operating expenses including lower raw material prices and stronger US Dollars against Ringgit. EBITDA, PBT and PAT Margins have also improved substantially and recorded the highest among the last few years at 25.0%, 21.3% and 16.2% respectively during this quarter.

3Q20 vs 2Q20:
On a preceding quarter basis, the Group's revenue rose by 16.0% or RM 61.7 million while its EBITDA, PBT & PAT increased by 88.7%, 128.0% & 141.0% respectively. The performance during this quarter was substantially higher mainly due to exponential increase in demand for Medical Gloves following the outbreak of the Covid-19 pandemic globally resulting buying rush happened started this quarter especially in Countries where Supermax Group operates.

The new additional production capacity from the new plant added during the current quarter, lower production costs, higher average selling pricing from both distribution and manufacturing and stronger US Dollars against Ringgit are the 4 main reasons that have contributed to the better Financial Performance from both Distribution Centres and Glove Manufacturing Division during this quarter.

Prospects:
Glove Division:
The demand of gloves has exponentially increased this year amid the global COVID-19 pandemic. The surge in demand has resulted in a rapid rise in average selling prices (ASPs), as buyers rush to secure their supply of personal protective equipment (PPE), including medical gloves.

Nitrile and natural rubber material prices have decreased by 11% and 6% respectively Year-on-Year, and 7.3% and 2.5% respectively Quarter-on-Quarter. At the same time, the USD has strengthened against the MYR, by 2.18% Year-on-Year and 0.36% Quarter-on-Quarter.

The current market conditions favour Supermax Group, and their outlook is expected to remain strong for at least the next 1.5 to 2 years, while a vaccine against COVID-19 is still under development. The pandemic has brought Supermax Group bumper profits beginning March/April, 2020, for both the Distribution Division from the 7 countries where Supermax Group operates and the Glove Manufacturing Division in Malaysia.

Following the outbreak of COVID-19 globally, the Company is seeing the emergence of new consumers and new consumption not previously seen. The pandemic has resulted in a demand surge for PPE products, including medical gloves. The use of these protective and infectioncontrol products has expanded beyond healthcare and frontline workers to also include the general public.

From the distribution centres where Supermax Group operates, they have seen significant increases in the demand of gloves for immediate supply. Their usual 4-month working inventory at their distribution centres were sold within 6 weeks and at higher ASPs. Supermax Group‘s Glove Manufacturing Division is strongly positioned for this opportunity to boost earnings and expedite and its capacity expansion plans. The Company is building 3 new factories in tandem, allowing them to capitalize on the exponential growth in demand of medical gloves, reduce its widening capacity oversold position, and increase overall capacity to cater to the acute global shortage of PPE.

Increase in Capital Expenditure to boost Production Capacity:
Towards the end of 2019, the Company had completed the acquisition of a piece of land in Meru, Klang on which it plans to build 3 new plants. On March 11th, 2020, the Company had also entered into an agreement to purchase another piece of industrial land in Meru, Klang, on which the Company plans to build plant #16. Construction work has already commenced on 2 plants and work on a 3rd plant would commence soon.

The 3 plants would add 12.0 billion pieces per annum to the Group‟s installed capacity from 26.18 billion gloves to 38.18 billion gloves when these 3 plants have completed commissioning and in commercial production fully by CY2022. The Group will invest total Capital Expenditure of RM715 million & this amount has been budgeted to boost Production Capacity.

Contact Lens Division:
The Group has made good progress in its contact lens business during the current year-to-date. It has continued to expand its global marketing reach, which has extended to over 65 countries presently. Various platforms have been employed to market its contact lenses worldwide, from wholesale distribution, to mobile trucks, to online B2C sales via websites launched in the US (aveovision.com), Malaysia (aveovision.my), the UK (aveovision.co.uk), and most recently in Brazil (aveovision.com.br). Top-line performance is improving as a result of continued market expansion and increasing recurring revenue.

The prospect from Distribution, Manufacuring of Gloves and Contact Lens divisions remain robust and they are optimistic that Supermax's Own Brand Manufacturing (OBM) cum Disribution business model yields better returns than the traditional OEM model when demand spikes exponentially.
--------------------------------------------------------------------------
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Hibiscus petroleum bhd (Hibiscs)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 21 May 2020, 9:34 PM


浅谈Hibiscus petroleum bhd (Hibiscs)
-----------------------------
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 RM2.33 (dividend RM0.04) in 1 year 9 months 9 days, total return is 231.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.89 (dividend RM0.04) in 1 year 10 months 18 days, total return is 142.8%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.65 (adjusted)(dividend RM0.055) in 11 months 17 days, total return is 121.9%

d) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM23.32 (adjusted)(dividend RM0.32) in 1 Year 10 months 20 days, total return is 94.7%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.05 in 1 year 3 months 29 days, total return is 82.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.27 (dividend RM0.148) in 1 Year 7 months 13 days, total return is 52.1%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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

Labels: HIBISCS
  Be the first to like this.
 

[转贴] [HIBISCUS PETROLEUM BHD:本季度实现的平均油价为每桶47.72美元,而上一季度为70.19美元] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 21 May 2020, 9:46 AM


[HIBISCUS PETROLEUM BHD:本季度实现的平均油价为每桶47.72美元,而上一季度为70.19美元]

流动资产从2019年6月30日的4.103亿令吉减少至2020年3月31日的3.564亿令吉。这主要是由于现金和银行结余较2019年6月30日减少了1.459亿令吉。本期间,Anasuria Hibiscus和North Sabah部门的业务被用来为资本支出中超过2亿令吉的投资筹集资金。此外,在本期间还支付了以下显着款项:

•8590万令吉的北沙巴和Anasuria资产的税项负债;
•2019年与北沙巴资产有关的decommissioning liabilities部分为6,910万令吉;
•2340万令吉,用于将Anasuria Cluster设施decommissioning为信托基金;和,
•按照商定的时间表,与2020年3月收购2011年北沙巴EOR PSC的50%参与权益有关的第二期也是最后一期递延对价为2,090万令吉(500万美元)。

截至2020年3月31日,这集团的总负债为12.511亿令吉,较2019年6月30日的11.556亿令吉增加了9,550万令吉。在本季度,这集团已提取定期贷款以帮助其营运资金需求。截至2020年3月31日的未偿还金额为4,870万令吉。

此外,截至本期末,与北沙巴州资产有关的未偿还的与运营相关的应付款项和应计费用比2019年6月30日增加了约2700万令吉。增加是为了St Joseph Infill Drilling, the South Furious 30 Infill Drilling和South Furious 30 Water Flood Phase 1的项目。

北沙巴:
截至本季度,北沙巴地区的EBITDA为6530万令吉,而截至2019年12月31日的财政季度(“前一季度”)为1.099亿令吉。在本季度中,SEA Hibiscus销售了611,367桶原油,而上一季度为671,452桶。本季度实现的平均油价为每桶47.72美元,而上一季度为70.19美元。因此,这部门在本季度产生了1.201亿令吉的收入和7130万令吉的毛利,低于前一季度的收入和毛利(分别为1.959亿令吉和1.232亿令吉)。

与前一个季度相比,本季度实现的较低平均油价以及较低的大桶原油销售量导致EBITDA减少了4,450万令吉。与上一季度的93%相比,本季度北沙巴州生产设施的平均正常运行时间为89%。这主要归因于本季度初对South Furious立管的维修工作。

每桶平均OPEX从上一季度的12.23美元微升至本季度的13.16美元。这主要是由于开始了与South Furious 30 Water Flood 1期项目相关的租赁设备的调试活动。

Anasuria Hibiscus:
与前一个季度的收入7500万令吉相比,本季度的收入为5480万令吉。减少2,020万令吉的主要原因是本季度实现的平均油价降低。本季度原油承购的平均实现油价为每桶50.59美元,而上一季度则为68.67美元。尽管如此,这部门在本季度仍录得较高的EBITDA和PBT分别为4080万令吉和1930万令吉,而上一季度实现的EBITDA为3490万令吉和PBT为1500万令吉。

3D Oil, VIC/L31 & VIC/P57:
在本季度,这部门录得560万令吉的LAT,而上一季度则为90万令吉的税后利润。

投资控股和团体活动:
这部门在本季度录得LAT 690万令吉,比上一季度的440万令吉的LAT高250万令吉。这主要是由于美元升值对本季度末以美元计价的公司间应付款重估产生不利影响,而产生的净外汇不利影响增加了360万令吉。

前景:
在当前COVID-19和低原油价格的环境中,这集团的重点是减轻这些事件带来的风险,以确保业务连续性和安全运营。尽管如此,这集团与外部核数师会于每个财政年度结束时每年对所有资产进行减值评估。鉴于近期石油价格走势不利,这集团已开始对其资产评估进行详细分析。这集团将审慎考虑油价假设,并于适当的检讨完成后披露有关他们资产的任何减值的报告。
-----------------------------
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 RM2.41 (dividend RM0.04) in 1 year 9 months 8 days, total return is 242.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.87 (dividend RM0.04) in 1 year 10 months 17 days, total return is 140.3%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.63 (adjusted)(dividend RM0.055) in 11 months 16 days, total return is 120.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.05 in 1 year 3 months 28 days, total return is 82.6%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM21.60 (adjusted)(dividend RM0.32) in 1 Year 10 months 19 days, total return is 80.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.25 (dividend RM0.148) in 1 Year 7 months 12 days, total return is 50.8%

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

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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
--------------------------------------
[HIBISCUS PETROLEUM BHD: Average realised oil price achieved in the Current Quarter was USD47.72 per bbl whilst USD70.19 per bbl was achieved in the Preceding Quarter]

Current assets decreased from RM410.3 million as at 30 June 2019 to RM356.4 million as at 31 March 2020. This was largely due to the lower cash and bank balances of RM145.9 million compared to 30 June 2019. Net cash inflow from operations in both the Anasuria Hibiscus and North Sabah segments during the Current Period were utilised to finance obligations arising from the investments in capital expenditures in excess of RM200.0 million. In addition, the following notable payments were made during the Current Period:

• RM85.9 million for taxation liabilities across both the North Sabah and Anasuria assets;
• RM69.1 million for the 2019 calendar year’s portion of decommissioning liabilities related to the North Sabah asset in December 2019;
• RM23.4 million for Anasuria Hibiscus UK’s proportionate obligations for the estimated cost of decommissioning the facilities of the Anasuria Cluster into a trust; and,
• RM20.9 million (USD5.0 million) for the second and final tranche of deferred consideration relating to the acquisition of 50% participating interests in the 2011 North Sabah EOR PSC in March 2020, per the agreed schedule.

The Group’s total liabilities amounted to RM1,251.1 million as at 31 March 2020, an increase of RM95.5 million from RM1,155.6 million as at 30 June 2019. During the Current Quarter, the Group had drawn down a term loan to aid its working capital requirements. The amount outstanding as at 31 March 2020 amounted to RM48.7m.

In addition, as at the end of the Current Period, outstanding operations-related payables and accruals for the North Sabah asset increased by approximately RM27.0 million compared to 30 June 2019. The increase was mainly caused by amounts incurred for the St Joseph Infill Drilling, the South Furious 30 Infill Drilling and the South Furious 30 Water Flood Phase 1 projects.

North Sabah:
The North Sabah segment recorded an EBITDA of RM65.3 million in the Current Quarter as compared to RM109.9 million in the financial quarter ended 31 December 2019 (“Preceding Quarter”). In the Current Quarter, SEA Hibiscus sold 611,367 bbls of crude oil as compared to 671,452 bbls in the Preceding Quarter. Average realised oil price achieved in the Current Quarter was USD47.72 per bbl whilst USD70.19 per bbl was achieved in the Preceding Quarter. Accordingly, the segment generated RM120.1 million revenue and RM71.3 million gross profit in the Current Quarter, lower than that in the Preceding Quarter, where revenue and gross profit were RM195.9 million and RM123.2 million respectively.

Lower average realised oil price achieved coupled with a lower number of bbls of crude oil sold in the Current Quarter resulted in a reduction of EBITDA by RM44.5 million when compared to the Preceding Quarter. The average uptime of the North Sabah production facilities of 89%, achieved during the Current Quarter, is lower when compared to the Preceding Quarter’s 93%. This was mainly attributed to the repair work on the South Furious risers which took place early in the Current Quarter.

Average OPEX per bbl has increased marginally from USD12.23 in the Preceding Quarter to USD13.16 in the Current Quarter. It was primarily due to the commencement of commissioning activities of leased equipment related to the South Furious 30 Water Flood Phase 1 project.

Anasuria Hibiscus:
Revenue recorded in the Current Quarter amounted to RM54.8 million when compared to the Preceding Quarter’s revenue of RM75.0 million. The decrease of RM20.2 million was mainly due to lower average realised oil price achieved in the Current Quarter. Average realised oil price for the crude oil offtake in the Current Quarter was USD50.59 per bbl while in the Preceding Quarter, USD68.67 per bbl was realised. Despite this, the segment recorded a higher EBITDA and PBT of RM40.8 million and RM19.3 million respectively in the Current Quarter as compared to that achieved in the Preceding Quarter, i.e. EBITDA of RM34.9 million and PBT of RM15.0 million.

3D Oil, VIC/L31 & VIC/P57:
During the Current Quarter, the segment recorded a LAT of RM5.6 million as compared to a PAT of RM0.9 million in the Preceding Quarter.

Investment holding and group activities:
This segment recorded a LAT in the Current Quarter of RM6.9 million, which was RM2.5 million higher than the LAT of RM4.4 million in the Preceding Quarter. This was mainly attributed to higher net adverse foreign exchange impact of RM3.6 million which arose from the appreciation of the USD adversely impacting the revaluation of USD-denominated inter-company payables at the end of the Current Quarter.

Prospects:
In the current environment of COVID-19 and low crude oil prices, the key focus of the Group is to mitigate risks posed by these events to ensure business continuity and safe operations. Notwithstanding the above, the Group, in conjunction with its external auditors, conducts impairment assessments on all of its assets on an annual basis at the end of each financial year. In view of recent adverse oil price movements, the Group has initiated detailed analysis of such assessments on its assets. The Group will take a prudent view of oil price assumptions and the reporting of any impairment in respects of their assets will be disclosed when the appropriate reviews are concluded.
--------------------------------------------------------------------------
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: HIBISCS
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Wed, 20 May 2020, 9:25 PM


浅谈Supermax corp bhd (Supermx)
-----------------------------
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 RM2.41 (dividend RM0.04) in 1 year 9 months 8 days, total return is 242.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.87 (dividend RM0.04) in 1 year 10 months 17 days, total return is 140.3%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.63 (adjusted)(dividend RM0.055) in 11 months 16 days, total return is 120.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.05 in 1 year 3 months 28 days, total return is 82.6%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM21.60 (adjusted)(dividend RM0.32) in 1 Year 10 months 19 days, total return is 80.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.25 (dividend RM0.148) in 1 Year 7 months 12 days, total return is 50.8%

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

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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

Labels: SUPERMX
  Be the first to like this.
 

[转贴] [HARTALEGA HOLDINGS BHD:NGC的6号厂已营运12条生产线中的4条,其余生产线将逐步启动。一旦建成,第六工厂的年产量将达到47亿个;第七工厂也正在扩建中,以满足小订单的需求,更多地侧重于特色产品] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 20 May 2020, 9:09 AM


[HARTALEGA HOLDINGS BHD:NGC的6号厂已营运12条生产线中的4条,其余生产线将逐步启动。一旦建成,第六工厂的年产量将达到47亿个;第七工厂也正在扩建中,以满足小订单的需求,更多地侧重于特色产品,年产能将达到24亿件]

4Q20 vs 4Q19:
集团在本季度的销售收入达7亿7790万令吉,比去年同期增加9千470万令吉或13.9%。销售收入增加主要是由于销量增长18.3%。税前盈利增加了2490万令吉或22.1%,主要是由于销售收入增加,原材料和能源成本降低,以及集团采取成本控制举措以降低本季度的运营成本。

YTD20 vs YTD19:
集团实现了29亿令吉的销售收入,比去年同期的28亿令吉增加了9670万令吉或3.4%。报告的销售收入增加主要是由于销量增长了8.8%。税前盈利增加了540万令吉或1.0%至5.562亿令吉,上一年同期为5.508亿令吉。除税前溢利增加主要是由于销量增加所致。

4Q20 vs 3Q20:
营业利润较上季的1.542亿令吉,增加了1,960万令吉或12.7%,至1.738亿令吉,这主要是由于原材料和能源成本降低。该季度的税前利润与上一季度相比减少了2210万令吉或13.9%,主要是由于3650万令吉的净汇兑损失。

前景:
随着全球橡胶手套需求的增长,贺特佳将继续其NGC产能扩张计划。 NGC的6号厂已营运12条生产线中的4条,其余生产线将逐步启动。一旦建成,第六工厂的年产量将达到47亿个。第七工厂也正在扩建中,以满足小订单的需求,更多地侧重于特色产品,年产能将达到24亿件。随着6号和7号工厂的逐步营运,到2022财年,该集团的年产量预计将从目前的381亿个增加到437亿个。

在全球方面,随着COVID-19大流行继续有更多新病例,对手套等医疗用品的需求猛增。为确保贺特佳继续在全球范围内向前线交付手套而不会受到干扰,贺特佳已投入在马来西亚的工厂内采取了许多COVID-19预防措施来降低感染风险。这些措施包括执行社会疏离措施,提高认识计划,进入筛查程序,在人流密集的位置安装热扫描仪,交错的轮班时间和在公共区域的频繁消毒。

2020年3月25日,这公司的全资子公司Hartalega NGC Sdn Bhd与Bonus Essential Sdn Bhd签订了《买卖协议》,以总现金代价RM2.63亿收购位于Banting的一块土地。占地约95英亩的土地将用作NGC 2.0产能扩展计划的未来场所。此次收购将使集团能够逐步扩展其能力,以满足不断增长的全球需求。展望未来,由于对橡胶手套的需求不断增长以及正在进行的扩张计划,贺特佳仍对长期前景感到乐观。
-----------------------------
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 RM2.30 (dividend RM0.04) in 1 year 9 months 7 days, total return is 227.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.85 (dividend RM0.04) in 1 year 10 months 16 days, total return is 137.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.44 (adjusted)(dividend RM0.055) in 11 months 15 days, total return is 109.3%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 27 days, total return is 79.1%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.96 (adjusted)(dividend RM0.32) in 1 Year 10 months 18 days, total return is 75.3%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.24 (dividend RM0.148) in 1 Year 7 months 11 days, total return is 50.2%

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

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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: Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed. Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces]

4Q20 vs 4Q19:
The Group's sales revenue for the quarter amounted to RM 777.9 million, increased by RM 94.7 million or 13.9% from corresponding quarter in preceding year. The higher sales revenue was mainly due to increase in sales volume of 18.3%. Profit before tax increased by RM 24.9 million or 22.1%, mainly due to higher sales revenue, lower raw material and energy cost coupled with the Group’s cost control initiative to reduce operation costs for the current quarter.

YTD20 vs YTD19:
The Group achieved sales revenue of RM 2.9 billion, increased by RM 96.7 million or 3.4% from RM 2.8 billion recorded in corresponding period in preceding year. The higher sales revenue reported was mainly due to increase in sales volume of 8.8%. Profit before tax increased by RM 5.4 million or 1.0% to RM 556.2 million as compared to RM 550.8 million in corresponding period in preceding year. The increase in profit before tax was mainly due to higher sales volume.

4Q20 vs 3Q20:
The operating profit increased by RM 19.6 million or 12.7%, to RM 173.8 million as compared to previous quarter of RM154.2 million mainly due to lower raw material and energy cost. Profit before tax for the quarter decreased by RM 22.1 million or 13.9% as compared with previous quarter mainly due to net foreign exchange loss of RM 36.5 million.

Prospects:
In line with growing rubber glove demand globally, the Group will continue with its NGC capacity expansion plans. Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed. Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces. With the progressive commissioning of Plant 6 and 7, the
Group’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

On the global front, demand for medical supplies such as gloves has picked up strongly as the COVID-19 pandemic continues to record higher number of cases. To ensure the Group continues to deliver gloves to front liners globally without disruption, the Group had put in place numerous COVID-19 preventive measures to bring down the risk of infection within the operations in Malaysia. These include enforcing social distancing measures, awareness programme, entry screening procedure, installing thermal scanners at high traffic locations, staggered shift hours and frequent sanitizing at common areas.

On 25th March 2020, Hartalega NGC Sdn Bhd, a wholly-owned subsidiary of the Company, has entered into a Sales and Purchase Agreement with Bonus Essential Sdn Bhd for the acquisition of a piece of land located in Banting for a total cash consideration of RM263 million. The land which measures approximately 95 acres will serve as the future site for NGC 2.0 capacity expansion plan. The acquisition will enable the Group to progressively expand its capacity to meet the rising global demand. Moving forward, the Group remains optimistic of the longer term prospects underpinned by growing demand for rubber gloves and ongoing expansion plans.
--------------------------------------------------------------------------
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: HARTA
  Be the first to like this.
 

[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, 19 May 2020, 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 RM2.30 (dividend RM0.04) in 1 year 9 months 7 days, total return is 227.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.85 (dividend RM0.04) in 1 year 10 months 16 days, total return is 137.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.44 (adjusted)(dividend RM0.055) in 11 months 15 days, total return is 109.3%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 27 days, total return is 79.1%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.96 (adjusted)(dividend RM0.32) in 1 Year 10 months 18 days, total return is 75.3%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.24 (dividend RM0.148) in 1 Year 7 months 11 days, total return is 50.2%

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

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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

Labels: DIALOG
  Be the first to like this.
 

[转贴] [TOMYPAK HOLDINGS BHD:截至2019年12月底,两家工厂的合理化工作已基本完成,Tampoi工厂仅有制袋生产线,金属化生产线和CPP生产线仍在运营] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 19 May 2020, 8:40 AM


[TOMYPAK HOLDINGS BHD:截至2019年12月底,两家工厂的合理化工作已基本完成,Tampoi工厂仅有制袋生产线,金属化生产线和CPP生产线仍在运营]

4Q19 vs 4Q18:
截至2019年12月31日止3个月期间,多美包装实现收入4,410万令吉,而去年同期为3,600万令吉。这季,收入的增长主要是由于一些现有和新的国际客户的订单增加,但部分被一些本地客户的销售下降所抵消。

就数量而言,从上一财年同期的2,350吨增加到本季度的2,859吨,增长了22%。该集团在本季度取得了510万令吉的较高EBITDA,而去年同期则为负280万令吉。这是由于与上一年同期相比,本季度收入增加以及运营效率提高带来的贡献利润率提高。集团在本季度录得的税前亏损为30万令吉,远低于2018财年同期的860万令吉。录得更低的亏损主要是由于销量和营业额的增长,和较高的利润率。

YTD19 vs YTD18:
截至2019年12月31日的十二个月,集团的EBITDA从去年同期的810万令吉增至970万令吉。由于销售减少,该集团报告2019财年的十二个月税前亏损为1180万令吉。尽管运营方面有显着改善,但收入的利润率仍不足以弥补截至2019年12月31日的12个月工厂间接费用的小幅增长。从2018财年至2019财年,集团通过财务上实施的转型计划能够减少材料消耗和浪费。集团在本财政年度确认了160万令吉的净汇兑收益,相比之下,上一个财政期间的外汇损失为100万令吉。

4Q19 vs 3Q19:
截至2019年12月31日的三个月,集团实现收入4410万令吉,上一季度为3850万令吉,因为来自本地和国际客户的订单增加,增长了14%。 EBITDA从截至2019年9月30日的三个月的80万令吉增至截至2019年12月31日的三个月的510万令吉。这主要是由于销售额的增长,以及在运作中持续改善带来的更好的利润率。

集团的税前亏损在2019年第四季也减少至30万令吉,而上一季度的税前亏损则为460万令吉。多美包装在本季度确认了100万令吉的汇兑收益,上一季度则确认了50万令吉的汇兑损失。

前景:
截至2019年12月底,两家工厂的合理化工作已基本完成,Tampoi工厂仅有制袋生产线,金属化生产线和CPP生产线仍在运营。多美包装将加强销售及市场推广工作,以争取更多客户,并开发新产品以提高其竞争优势。多美包装还将继续提高运营效率,董事会对多美包装的业绩将有所改善感到乐观。
-----------------------------
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 RM2.28 (dividend RM0.04) in 1 year 9 months 6 days, total return is 224.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.85 (dividend RM0.04) in 1 year 10 months 15 days, total return is 137.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.36 (adjusted)(dividend RM0.055) in 11 months 14 days, total return is 104.5%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.05 in 1 year 3 months 26 days, total return is 82.6%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM21.00 (adjusted)(dividend RM0.32) in 1 Year 10 months 17 days, total return is 75.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.30 (dividend RM0.148) in 1 Year 7 months 10 days, total return is 54%

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

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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
------------------------------------
[TOMYPAK HOLDINGS BHD: As at the end of December 2019, the rationalization of the two factories is almost fully completed with only the bag making lines, metallizer and CPP lines still operational at the Tampoi plant]

4Q19 vs 4Q18:
For the 3 months period ended December 31, 2019, the Group achieved a revenue of RM44.1 million as compared to RM36.0 million for the same period last year. The increase in revenue in this period under review is primarily due to increase in orders from some existing and new international customers and partially offset by a decrease in sales to some local customers.

In terms of quantity, there was an increase of 22% from 2,350 metric tons in the same quarter last financial year to 2,859 metric tons for this quarter. The Group achieved a higher EBITDA of RM5.1 million in the current quarter as compared to a negative RM2.8 million for the same period last year. This is due to higher revenue as well as higher contribution margins from improved operational efficiency in the current quarter compared the same quarter in the preceding year. The Group recorded a much lower loss before tax of RM0.3 million for the quarter under review as compared to a loss of RM8.6 million in the same quarter in FY 2018. The lower loss recorded is primarily due to an increase in sales and higher contribution margin.

YTD19 vs YTD18:
The Group’s EBITDA increased to RM9.7 million for the twelve months ended December 31, 2019 from RM8.1 million for the same period last year. The Group reported a loss before tax of RM11.8 million for the twelve months for financial year 2019 due to lower sales. Although there were marked improvements operationally, the contribution margins from the revenue were still insufficient to cover the slight increase in factory overheads for the 12 months ended 31 December 2019. The Group was able to reduce material consumption and wastages with the transformation program implemented in financial year 2018 through to 2019. The Group recognized a net foreign exchange gain of RM1.6 million in this financial year, compared to a foreign exchange loss of RM1.0 million in the prior financial period.

4Q19 vs 3Q19:
For the three months ended December 31, 2019, the Group achieved a revenue of RM44.1 million compared to RM38.5 million for the preceding quarter, an increase of 14% resulting from increased orders from local and international customers in this quarter. EBITDA increased from RM0.8 million for the three months ended September 30, 2019 to RM5.1 million for the three months ended December 31, 2019. This increase is primarily due to an increase in sales as well as better contribution margins from continuing improvements in operations.

The loss before tax of the Group was also lower at RM0.3 million in Q4 2019 against a loss before tax of RM4.6 million in for the preceding quarter. The Group recognised a foreign exchange gain of RM1.0 million in this quarter as against a foreign exchange loss of RM0.5 million for the preceding quarter.

Prospects:
As at the end of December 2019, the rationalization of the two factories is almost fully completed with only the bag making lines, metallizer and CPP lines still operational at the Tampoi plant. The Group will intensify sales and marketing efforts to secure more customers as well as develop new products to improve their competitive advantage. The Group will also continue to enhance operational efficiencies and the Board is optimistic that the performance of the Group will improve.
--------------------------------------------------------------------------
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: TOMYPAK
  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: Mon, 18 May 2020, 9:31 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 RM2.28 (dividend RM0.04) in 1 year 9 months 6 days, total return is 224.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.85 (dividend RM0.04) in 1 year 10 months 15 days, total return is 137.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.36 (adjusted)(dividend RM0.055) in 11 months 14 days, total return is 104.5%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.05 in 1 year 3 months 26 days, total return is 82.6%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM21.00 (adjusted)(dividend RM0.32) in 1 Year 10 months 17 days, total return is 75.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.30 (dividend RM0.148) in 1 Year 7 months 10 days, total return is 54%

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

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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

Labels: HARTA
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[转贴] [SUNWAY BHD:约1.6亿令吉的发展利润余额将在2020年Vacant Possession交付后完全确认] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 18 May 2020, 11:21 AM


[SUNWAY BHD:约1.6亿令吉的发展利润余额将在2020年Vacant Possession交付后完全确认]

4Q19 vs 4Q18:
截至2019年12月31日止的本季,双威录得营业额13亿5320万令吉及税前盈利2亿6040万令吉,而上一财政年度同期的营业额为14亿5240万令吉及税前利润为2亿4370万令吉,收入减少6.8%,税前利润增加6.8%。除税前溢利较高主要是由于房地产开发,采石场和房地产投资的贡献增加。约1.6亿令吉的发展利润余额将在2020年Vacant Possession交付后完全确认。

房地产开发部门在本季度报告了2亿1820万令吉的收入和1亿1720万令吉的税前利润,而上一财政年度同期的收入为2.038亿令吉,税前利润为5100万令吉,收入增长7.0%,税前利润增长129.8%。由于本地开发项目的销售和进度费用增加,收入增加。本季度的税前利润较高,主要是由于来自本地开发项目的较高的累进利润确认以及对中国房地产开发项目的部分开发利润的确认。

房地产投资部门在本季度取得了2亿2090万令吉的收入和8960万令吉的税前利润,相比上一财政年度同期的收入为2.226亿令吉和税前利润为8430万令吉,收入减少了0.8%,税前利润增加了6.3%。本季度的收入基本持平,因为集团的酒店物业出租率的提高能够部分抵消了在将双威大学资产出售给双威产业信托后(于2019年4月15日完成)的较低租金收入。然而,税前利润较高,主要是由于来自双威产业信托的利润份额增加以及公允价值收益增加。

建筑部门在本季度录得收入3亿1千800万令吉及税前盈利3810万令吉,而上一个财政年度的同一季度的收入为4亿8910万令吉及税前利润为4840万令吉,收入减少了35.0%,税前利润减少了21.2%。

贸易和制造业部门在本季度录得收入2亿3千2百20万令吉和税前利润为450万令吉,而上一财政年度同期的收入为2亿4千180万令吉和税前利润为1,010万令吉。收入下降了4.0%,税前利润下降了55.1%。

采石场部门在本季取得了1.364亿令吉的收入和800万令吉的税前利润,而上一财政年度的相应季度则为5920万令吉的收入和360万令吉的税前利润,收入增加了130.5%,税前利润增加了122.8%。本季度的财务业绩较高,主要是由于完成对Blacktop的收购以及在Sungai Buloh扩建新的预混料工厂带来的销售增长,这增加了预混料的销量。

医疗保健部门报告本季度的收入为1.629亿令吉,税前利润为1140万令吉,相比之下,上一个财政年度的同一季度的营业额为1.328亿令吉,税前利润为1,690万令吉,代表营业额增长22.7%,而税前盈利则减少32.8%。本季度的收入较高,主要是由于增加了新床位以及更高的入院率和门诊治疗率。旗舰医院双威医疗中心的强劲表现,部分抵消了新开设的双威医疗中心Velocity的运营亏损,本季度达1170万令吉。

其他部门在本季度录得收入6,450万令吉和税前亏损840万令吉,而上一财政年度同期的收入为1亿300万令吉和税前利润为2,950万令吉,收入减少了37.4%,税前利润减少了128.6%。集团财务职能的贡献更好。

YTD19 vs YTD18:
当前12个月期间,集团录得收入47.804亿令吉及税前盈利9.142亿令吉,而截至2018年12月31日止的12个月期间,营业额为54.102亿令吉,税前利润为8.368亿令吉,营业额减少11.6%,税前盈利增加9.3%。本期税前利润较高,主要是由于大多数业务部门的利润贡献增加。约1.6亿令吉的发展利润余额将在2020年Vacant Possession交付后完全确认。

截至2019年12月31日的当前12个月,房地产开发部门的收入为5.459亿令吉,税前利润为2.463亿令吉,而相应截至2018年12月31日的12个月期间的收入为6.196亿令吉,税前利润为1.732亿令吉,收入减少11.9%,税前利润增加42.2%。由于本地开发项目的较高渐进利润确认和中国房地产开发项目的部分开发利润确认,本期税前利润较高。

截至2019年12月31日的当前12个月,房地产投资部门报告的收入为8.035亿令吉,税前利润为3.363亿令吉,而相应截至2018年12月31日的12个月期间的收入为8.148亿令吉,税前利润为2.986亿令吉,收入减少1.4%,税前利润增加12.6%。本期间的税前利润较高,这主要归功于双威大学的出售收益,抵消了本期间双威酒店业和主题公园的较低收益。

截至2019年12月31日止的12个月期间,建筑业务录得收入12.733亿令吉,税前利润为1.623亿令吉,而对应截至2018年12月31日的12个月期间的收入为18.479亿令吉,税前利润为1.809亿令吉,收入减少31.1%,税前利润减少10.3%。

贸易和制造业部门在当前截至2019年12月31日止的12个月的收入为9.598亿令吉,税前利润为3140万令吉,而截至2018年12月31日止的12个月期间营业额为11.034亿令吉,税前盈利为5,310万令吉,收入减少13.0%,税前利润减少40.8%。

截至2019年12月31日的当前12个月,采石场部门的收入为3亿4810万令吉,税前利润为1670万令吉,而相应截至2018年12月31日的12个月期间收入为2亿2340万令吉,税前利润为1360万令吉,收入增长55.9%,税前利润增长22.8%。本期收入较高,主要是由于完成对Blacktop的收购带来的销售增加以及预混料的平均售价提高。

截至2019年12月31日的当前12个月,医疗保健部门的收入为5.848亿令吉,税前利润为6180万令吉,而相应截至2018年12月31日的12个月期间的收入为4.597亿令吉,税前利润为5440万令吉,收入增长27.2%,税前利润增长13.6%。本期财务表现较好,主要是由于双威医疗中心的强劲表现。

截至2019年12月31日的当前12个月,其他部门的收入为2.651亿令吉,税前利润为5930万令吉,而相应截至2018年12月31日的12个月期间的部门的收入为3.415亿令吉,税前利润为6290万令吉,收入减少22.4%,税前利润减少5.8%。集团财务职能的贡献更好。

4Q19 vs 3Q19:
双威在本季录得收入13.532亿令吉及税前利润为2.604亿令吉,上一季的收入为12.265亿令吉及税前利润为2.233亿令吉,营业额增加10.3%,税前利润为16.6%。本季度收入较高,这主要是由于除贸易和制造业以外的大多数业务部门的贡献都增加了。本季度的税前利润较高,这是由于除贸易和制造业,医疗保健及其他部门以外的大多数业务部门的贡献都增加了。

房地产开发部门报告本季度的收入为2.182亿令吉,税前利润为1.172亿令吉,相比上一季度的收入为1.262亿令吉和税前利润为5900万令吉,收入增加了72.8%,税前利润为98.6%。本季度的财务业绩较高,主要是由于本地开发项目的销售和进度费用增加。确认中国房地产开发项目的部分开发利润也提高了本季度的税前利润。

房地产投资部门在本季度取得了2亿2090万令吉的收入和8960万令吉的税前利润,相比上一季度的收入2.097亿令吉和税前利润6700万令吉,收入增加了5.4%,税前利润为33.8%。本季度收入较高,主要是由于节日期间和学校假期期间,游客人数增加导致了集团的主题公园和酒店业的贡献增加。本季度投资物业重估有3,550万令吉的公允价值收益,进一步提高了税前利润。

建筑部门在本季度录得收入3亿1千800万令吉及税前盈利3810万令吉,而上一季度的收入为3亿1560万令吉及税前利润为3,310万令吉,收入增加0.8%,税前利润为15.1%。本季度的收入略有增加,主要是由于本地建设项目的较高进度费用抵消了集团内部对冲的增加。因此,本季度利润更高。

贸易与制造业部门在本季度录得收入2亿3千2百20万令吉及税前盈利为450万令吉,相比上一季度的2亿4620万令吉和税前盈利为1380万令吉,收入减少5.7%,税前利润为67.1%。

采石部门报告本季度的收入为1.364亿令吉,税前利润为800万令吉,而上一季度的收入为1.149亿令吉,税前利润为490万令吉,表示收入增加18.8%,税前利润为64.5%。本季度的财务业绩较高,主要是由于aggregates和预混料的平均售价较高以及预混料的销量较高。

医疗保健部门报告本季度的收入为1.629亿令吉,税前利润为1140万令吉,相比之下,上一季度营业额为1.544亿令吉,税前盈利为1580万令吉,营业额增长5.5%,税前利润下降28.1%。本季度收入较高,主要是由于双威医疗中心Velocity的贡献增加。

其他部门在本季度录得6450万令吉的收入和840万令吉的税前亏损,相比之下,上一季度的收入为5950万令吉和2980万令吉的税前利润,这意味着收入增加了8.5%,税前利润减少128.3%。本季度收入较高,主要是由于建筑材料业务的贡献增加。集团财务职能的贡献更好。

前景:
国家银行于2020年1月22日主动将隔夜政策利率(OPR)从3%降低了25个基点,至2.75%。这为本地经济带来了良好的预兆,因为较低的借贷成本将有助于支撑家庭支出并支持私人投资项目。双威将继续审慎的业务策略,并根据弹性的多元化业务模式制定扩张计划。除非经济持续放缓,否则该集团将在2020年继续保持令人满意的业绩。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.26 (dividend RM0.04) in 1 year 9 months 3 days, total return is 221.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.72 (dividend RM0.04) in 1 year 10 months 12 days, total return is 121.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.45 (adjusted)(dividend RM0.055) in 11 months 11 days, total return is 109.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.08 in 1 year 3 months 23 days, total return is 87.8%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.76 (adjusted)(dividend RM0.32) in 1 Year 10 months 14 days, total return is 73.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividend RM0.148) in 1 Year 7 months 7 days, total return is 52.7%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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
-----------------------
[SUNWAY BHD: full recognition of the balance of the development profit of approximately RM160 million for projects will be done upon Vacant Possession delivery in 2020]

4Q19 vs 4Q18:
The Group recorded revenue of RM1,353.2 million and profit before tax of RM260.4 million for the current quarter ended 31 December 2019 compared to revenue of RM1,452.4 million and profit before tax of RM243.7 million in the corresponding quarter of the previous financial year, representing a decrease in revenue of 6.8% and increase in profit before tax of 6.8%. Profit before tax was higher mainly due to higher contributions from property development, quarry and property investment. The full recognition of the balance of the development profit of approximately RM160 million for projects will be done upon Vacant Possession delivery in 2020.

The property development segment reported revenue of RM218.2 million and profit before tax of RM117.2 million in the current quarter compared to revenue of RM203.8 million and profit before tax of RM51.0 million in the corresponding quarter of the previous financial year, representing an increase in revenue of 7.0% and profit before tax of 129.8%. Revenue was higher due to higher sales and progress billings from local development projects. Profit before tax for the current quarter was higher mainly due to higher progressive profit recognition from local development projects and recognition of a portion of the development profit for the China property development project.

The property investment segment reported revenue of RM220.9 million and profit before tax of RM89.6 million in the current quarter compared to revenue of RM222.6 million and profit before tax of RM84.3 million in the corresponding quarter of the previous financial year, representing a decrease in revenue of 0.8% and increase in profit before tax of 6.3%. Revenue in the current quarter was largely flat as improved occupancy rates at the Group’s hospitality properties were able to partly offset the lower rental income after the disposal of Sunway University assets to Sunway REIT, which was completed on 15 April 2019. However, profit before tax was higher mainly due to higher share of profits from Sunway REIT and higher fair value gains.

The construction segment recorded revenue of RM318.0 million and profit before tax of RM38.1 million in the current quarter compared to revenue of RM489.1 million and profit before tax of RM48.4 million in the corresponding quarter of the previous financial year, representing a decrease in revenue of 35.0% and profit before tax of 21.2%.

The trading and manufacturing segment recorded revenue of RM232.2 million and profit before tax of RM4.5 million in the current quarter compared to revenue of RM241.8 million and profit before tax of RM10.1 million in the corresponding quarter of the previous financial year, representing a decrease in revenue of 4.0% and profit before tax of 55.1%.

The quarry segment reported revenue of RM136.4 million and profit before tax of RM8.0 million in the current quarter compared to revenue of RM59.2 million and profit before tax of RM3.6 million in the corresponding quarter of the previous financial year, representing an increase in revenue of 130.5% and profit before tax of 122.8%. The financial performance in the current quarter was higher primarily due to higher sales from the completion of acquisition of Blacktop and expansion of new premix plant in Sungai Buloh, which boosted the sales volume for premix.

The healthcare segment reported revenue of RM162.9 million and profit before tax of RM11.4 million in the current quarter compared to revenue of RM132.8 million and profit before tax of RM16.9 million in the corresponding quarter of the previous financial year, representing an increase in revenue of 22.7% and a decrease in profit before tax of 32.8%. The revenue in the current quarter was higher primarily due to higher occupancy from increased number of new beds and higher admissions and outpatient treatments. The strong performance from the flagship hospital, Sunway Medical Centre was, however, partly offset by the operating loss from the newly opened Sunway Medical Centre Velocity which amounted to RM11.7 million in the current quarter.

The other segments recorded revenue of RM64.5 million and loss before tax of RM8.4 million in the current quarter compared to revenue of RM103.0 million and profit before tax of RM29.5 million in the corresponding quarter of the previous financial year, representing a decrease in revenue of 37.4% and profit before tax of 128.6%. The contribution from the Group’s treasury functions was better.

YTD19 vs YTD18:
The Group recorded revenue of RM4,780.4 million and profit before tax of RM914.2 million for the current 12 months period ended 31 December 2019 compared to revenue of RM5,410.2 million and profit before tax of RM836.8 million in the corresponding 12 months period ended 31 December 2018, representing a decrease in revenue of 11.6% and increase in profit before tax of 9.3%. Current period profit before tax was higher mainly due to higher profit contributions from most business segments. The full recognition of the balance of the development profit of approximately RM160 million for projects will be done upon Vacant Possession delivery in 2020.

The property development segment reported revenue of RM545.9 million and profit before tax of RM246.3 million for the current 12 months period ended 31 December 2019 compared to revenue of RM619.6 million and profit before tax of RM173.2 million in the corresponding 12 months period ended 31 December 2018, representing a decrease in revenue of 11.9% and increase in profit before tax of 42.2%. Profit before tax for the current period was higher due to higher progressive profit recognition from local development projects and recognition of a portion of the development profit for the China property development project.

The property investment segment reported revenue of RM803.5 million and profit before tax of RM336.3 million for the current 12 months period ended 31 December 2019 compared to revenue of RM814.8 million and profit before tax of RM298.6 million in the corresponding 12 months period ended 31 December 2018, representing a decrease in revenue of 1.4% and increase in profit before tax of 12.6%. Profit before tax in the current period was higher mainly boosted by disposal gain on Sunway University, which offset the lower contributions from the Group’s hospitality properties and theme parks in the current period.

The construction segment recorded revenue of RM1,273.3 million and profit before tax of RM162.3 million for the current 12 months period ended 31 December 2019 compared to revenue of RM1,847.9 million and profit before tax of RM180.9 million in the corresponding 12 months period ended 31 December 2018, representing a decrease in revenue of 31.1% and profit before tax of 10.3%.

The trading and manufacturing segment recorded revenue of RM959.8 million and profit before tax of RM31.4 million for the current 12 months period ended 31 December 2019 compared to revenue of RM1,103.4 million and profit before tax of RM53.1 million in the corresponding 12 months period ended 31 December 2018, representing a decrease in revenue of 13.0% and profit before tax of 40.8%.

The quarry segment reported revenue of RM348.1 million and profit before tax of RM16.7 million for the current 12 months period ended 31 December 2019 compared to revenue of RM223.4 million and profit before tax of RM13.6 million in the corresponding 12 months period ended 31 December 2018, representing an increase in revenue of 55.9% and profit before tax of 22.8%. Revenue in the current period was higher primarily due to higher sales from the completion of acquisition of Blacktop and higher average selling price of premix.

The healthcare segment reported revenue of RM584.8 million and profit before tax of RM61.8 million for the current 12 months period ended 31 December 2019 compared to revenue of RM459.7 million and profit before tax of RM54.4 million in the corresponding 12 months period ended 31 December 2018, representing an increase in revenue of 27.2% and profit before tax of 13.6%. The financial performance in the current period was better mainly due to the strong performance of Sunway Medical Centre.

The other segments recorded revenue of RM265.1 million and profit before tax of RM59.3 million for the current 12 months period ended 31 December 2019 compared to revenue of RM341.5 million and profit before tax of RM62.9 million in the corresponding 12 months period ended 31 December 2018, representing a decrease in revenue of 22.4% and profit before tax of 5.8%. The contribution from the Group’s treasury functions was better.

4Q19 vs 3Q19:
The Group recorded revenue of RM1,353.2 million and profit before tax of RM260.4 million for the current quarter compared to revenue of RM1,226.5 million and profit before tax of RM223.3 million in the preceding quarter, representing an increase in revenue of 10.3% and profit before tax of 16.6%. Revenue was higher in the current quarter mainly due to higher contributions from most business segments except trading and manufacturing. Profit before tax was higher in the current quarter due to higher contributions from most business segments except trading and manufacturing, healthcare and others segments.

The property development segment reported revenue of RM218.2 million and profit before tax of RM117.2 million for the current quarter compared to revenue of RM126.2 million and profit before tax of RM59.0 million in the preceding quarter, representing an increase in revenue of 72.8% and profit before tax of 98.6%. The financial performance in the current quarter was higher primarily due to higher sales and progress billings from local development projects. Profit before tax for the current quarter was also boosted by recognition of a portion of the development profit for the China property development project.

The property investment segment reported revenue of RM220.9 million and profit before tax of RM89.6 million for the current quarter compared to revenue of RM209.7 million and profit before tax of RM67.0 million in the preceding quarter, representing an increase in revenue of 5.4% and profit before tax of 33.8%. Revenue in the current quarter was higher mainly due to higher contributions from the Group’s theme parks and hospitality segment arising from the higher visitorship during the festive months and school holidays. Profit before tax was further boosted by fair value gains from revaluation of the investment properties of RM35.5 million in the current quarter.

The construction segment recorded revenue of RM318.0 million and profit before tax of RM38.1 million for the current quarter compared to revenue of RM315.6 million and profit before tax of RM33.1 million in the preceding quarter, representing an increase in revenue of 0.8% and profit before tax of 15.1%. Revenue in the current quarter was marginally higher mainly due to higher progress billings from local construction projects which offset the higher intra-group eliminations. As a result, profit was higher for the current quarter.

The trading and manufacturing segment recorded revenue of RM232.2 million and profit before tax of RM4.5 million for the current quarter compared to revenue of RM246.2 million and profit before tax of RM13.8 million in the preceding quarter, representing a decrease in revenue of 5.7% and profit before tax of 67.1%.

The quarry segment reported revenue of RM136.4 million and profit before tax of RM8.0 million for the current quarter compared to revenue of RM114.9 million and profit before tax of RM4.9 million in the preceding quarter, representing an increase in revenue of 18.8% and profit before tax of 64.5%. The financial performance in the current quarter was higher mainly due to higher average selling price of aggregates and premix and higher sales volume for premix.

The healthcare segment reported revenue of RM162.9 million and profit before tax of RM11.4 million for the current quarter compared to revenue of RM154.4 million and profit before tax of RM15.8 million in the preceding quarter, representing an increase in revenue of 5.5% and a decrease in profit before tax of 28.1%. The revenue in the current quarter was higher mainly due to higher contribution from Sunway Medical Centre Velocity.

The other segments recorded revenue of RM64.5 million and loss before tax of RM8.4 million for the current quarter compared to revenue of RM59.5 million and profit before tax of RM29.8 million in the preceding quarter, representing an increase in revenue of 8.5% and decrease in profit before tax of 128.3%. Revenue in the current quarter was higher mainly due to higher contribution from the building materials segment. The contribution from the Group’s treasury functions was better.

Prospects:
Bank Negara proactively reduced the Overnight Policy Rate (OPR) by 25 basis points from 3% to 2.75% on 22 January 2020. This augurs well for the local economy as lower borrowing cost will help to underpin household spending and support private investment projects. The Group will continue with its prudent business strategy, while charting its expansion plan based on its resilient diversified business model. Barring any prolonged economic slowdown, the Group will continue to perform satisfactorily in 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: SUNWAY
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[转贴] [Facebook live video:浅谈Malayan Flour mills bhd (MFlour)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 17 May 2020, 9:24 PM


浅谈Malayan Flour mills bhd (MFlour)
-----------------------------
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 RM2.26 (dividend RM0.04) in 1 year 9 months 3 days, total return is 221.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.72 (dividend RM0.04) in 1 year 10 months 12 days, total return is 121.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.45 (adjusted)(dividend RM0.055) in 11 months 11 days, total return is 109.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.08 in 1 year 3 months 23 days, total return is 87.8%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.76 (adjusted)(dividend RM0.32) in 1 Year 10 months 14 days, total return is 73.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividend RM0.148) in 1 Year 7 months 7 days, total return is 52.7%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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

Labels: MFLOUR
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[转贴] [SLP RESOURCES BHD:出口市场(尤其是日本和欧洲国家)的销售和销量下降] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 17 May 2020, 10:17 AM


[SLP RESOURCES BHD:出口市场(尤其是日本和欧洲国家)的销售和销量下降]

截至2020年3月31日的本季度,信利资源的收入为3,410万令吉,较去年同期的4,310万令吉减少20.8%,这是由于出口市场(尤其是日本和欧洲国家)的销售和销量下降。伴随着较低的收入,该集团的税前盈利(PBT)减少至520万令吉,较去年同期的630万令吉减少110万令吉或17.8%。

QoQ:
截至2020年3月31日的本季度,信利资源的收入为3,410万令吉,较上一季度的3,790万令吉减少10.1%,这是由于出口市场(尤其是日本和澳大利亚)的销售和销量下降。尽管本季度的收入减少,但该集团的PBT为520万令吉,高于上一季度的500万令吉。

前景:
集团认为,2020财年整体市场需求将保持波动。自两年前以来,中美之间尚未解决的贸易争端以及意料之外的病毒大流行可能会进一步扰乱商业活动。据估计,全球有三分之一的人口被命令留在家里,而且由于许多国家处于封锁状态,包装材料的需求可能会减少。病毒大流行何时会缓解的不确定性将继续对全球经济产生不利影响。信利资源未来将采取保守的态度,以保持其资产负债表的健康,并专注于食品和饮料,卫生和保健领域的包装产品。
-----------------------------
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 RM2.26 (dividend RM0.04) in 1 year 9 months 3 days, total return is 221.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.72 (dividend RM0.04) in 1 year 10 months 12 days, total return is 121.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.45 (adjusted)(dividend RM0.055) in 11 months 11 days, total return is 109.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.08 in 1 year 3 months 23 days, total return is 87.8%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.76 (adjusted)(dividend RM0.32) in 1 Year 10 months 14 days, total return is 73.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividend RM0.148) in 1 Year 7 months 7 days, total return is 52.7%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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
-----------------------------
[SLP RESOURCES BHD: lower sales and sales volume for export markets especially Japan and European countries]

For the current quarter ended 31 March 2020, the Group recorded revenue of RM34.1 million, a decrease of 20.8% from RM43.1 million recorded in the corresponding quarter last year which is due to lower sales and sales volume for export markets especially Japan and European countries. In tandem with lower revenue recorded, the Group posted lower Profit Before Tax (PBT) of RM5.2 million, a decrease of RM1.1 million or 17.8% compared to RM6.3 million of PBT recorded in the corresponding quarter last year.

QoQ:
For the current quarter ended 31 March 2020, the Group recorded revenue of RM34.1 million, a decrease of 10.1% when compared to RM37.9 million recorded in the preceding quarter due to lower sales and sales volume for export markets especially Japan and Australia. Despite lower revenue recorded in current quarter, the Group posted higher PBT of RM5.2 million compared to RM5.0 million in preceding quarter.

Prospects:
The Group is of the view that overall market demand would stay volatile for FY2020. The unresolved trade disputes between China and USA since two years ago and the unexpected pandemic could further disrupt business activities. It is estimated that one third of the global populations is being ordered to stay at home, and with many countries in lockdown situation, there could be potentially be demand shrinkage for packaging materials. The uncertainty as to when the pandemic will ease off will continue to have an adverse impact on the economy globally. The Group would adopt a conservative approach going forward, as to keep their balance sheet healthy and focus on essential packaging products for food & beverages (F&B), hygiene and healthcare sectors.
--------------------------------------------------------------------------
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: SLP
  Be the first to like this.
 

[转贴] [Facebook live video:浅谈Excel Force MSC bhd (EForce)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 16 May 2020, 9:32 PM


浅谈Excel Force MSC bhd (EForce)
-----------------------------
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 RM2.26 (dividend RM0.04) in 1 year 9 months 3 days, total return is 221.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.72 (dividend RM0.04) in 1 year 10 months 12 days, total return is 121.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.45 (adjusted)(dividend RM0.055) in 11 months 11 days, total return is 109.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.08 in 1 year 3 months 23 days, total return is 87.8%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.76 (adjusted)(dividend RM0.32) in 1 Year 10 months 14 days, total return is 73.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividend RM0.148) in 1 Year 7 months 7 days, total return is 52.7%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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

Labels: EFORCE
  Be the first to like this.
 

[转贴] [SCIENTEX BHD:于2019年12月完成对Tasek Gelugor和Kundang土地的收购,并正在努力确保森德能将其负担得起的住房品牌扩展到巴生谷和槟城,计划于2020年下半年推出] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 16 May 2020, 10:46 AM


[SCIENTEX BHD:于2019年12月完成对Tasek Gelugor和Kundang土地的收购,并正在努力确保森德能将其负担得起的住房品牌扩展到巴生谷和槟城,计划于2020年下半年推出]

2Q20 vs 2Q19:
截至2020年1月31日的当前财政季度,集团实现收入9.144亿令吉,比去年同期的7.666亿令吉增长19.3%。增长的主要原因是制造和房地产部门的销售业绩均有所提高。与当前财政季度的销售额增长相吻合,集团的营业利润为1亿4080万令吉,比去年同期的1.039亿令吉增加35.5%。

制造业收入为6.594亿令吉,比去年同期的5.490亿令吉增长20.1%。增长的原因是销量增加以及森德新收购的加工业务。营业利润从3,900万令吉增加至6,520万令吉,主要是由于销售增加以及更好的销售组合和生产效率。

物业收入为2亿5千500万令吉,比去年同期的2亿1千760万令吉增加17.2%。伴随着本财政季取得的更高销售额,营业利润也从6490万令吉增至7560万令吉。收入和营业利润的增长主要来自柔佛州,马六甲,雪兰莪和霹雳州现有项目的销售改善和稳定的进度帐单,以及柔佛Taman Pulai Mutiara 2的首次贡献。

6个月期间:
在截至2020年1月31日的6个月财政期间,集团录得营业额17.9亿令吉,比去年同期的14.8亿令吉增长21.0%。收入的增长来自制造和房地产部门。与当前财政期间录得的更高销售额一致,营业利润也从1亿7950万令吉增至2亿5930万令吉。

在本财政期间,制造业收入为13亿1千万令吉,比去年同期的11亿2千万令吉增加16.9%。增长的主要原因是销量增加以及新收购的加工业务。随着销售的增长,营业利润从7480万令吉增加至1亿2060万令吉。

在本财政期间,产业收入为4亿7650万令吉,比去年同期的3亿5540万令吉增加34.0%。随着销售额的增长,在本财政期间,营业利润从1.047亿令吉增至1.386亿令吉。营业利润的增长主要是由于他们在柔佛,马六甲,雪兰莪和霹雳州的项目在回顾期内实现了更好的销售和进度计费。

QoQ:
集团在本财政季的收入为9.144亿令吉,而上一个财政季度为8亿7740万令吉。收入增加主要来自物业部门。与制造部门的销售增长和更好的生产效率相一致,本财政季度的税前利润为1.395亿令吉,相比前一财政季度为1.158亿令吉。

前景:
制造业:
由于对柔性塑料包装(“ FPP”)产品的需求稳定,森德在本季度继续看到其制造部门的可持续表现。森德将继续专注于整体长期战略,以提高生产效率,生产更具可持续性和增值的产品,同时力求降低成本和浪费,这是其整体战略的一部分,以在预计资本流动和外汇波动会增加的背景下,所带来的全球不确定性下,仍能保持竞争力。森德将继续密切监察最新发展,并采取适当步骤管理风险。

房地产:
森德在本季度的所有正在进行的项目中继续看到对经济适用房产品的令人鼓舞的需求。随着马来西亚经济以2009年以来最慢的速度增长,马来西亚国家银行在2020年3月宣布将其隔夜政策利率进一步降低至2.50%,这被视为在全球不确定性加剧的情况下使马来西亚经济能保持平稳的先行措施。在宽松的利率制度下,因产品位于马来西亚半岛的战略位置,预计对集团产品的需求将持续保持。尽管最近的政府变动和Covid-19疫情不断升级带来了不确定性,但森德仍专注于其核心能力,即通过收购可负担得起的土地储备,通过城镇规划以有效利用土地来建设和提供更多可负担房屋,以及更好来控制建筑成本。

森德已于2019年12月完成对Tasek Gelugor和Kundang土地的收购,并正在努力确保森德能将其负担得起的住房品牌扩展到巴生谷和槟城,计划于2020年下半年推出。森德将努力向市场投放更多创新产品,以满足那些希望拥有有吸引力且功能丰富,真正负担得起而又不影响质量的房屋的买家的特殊需求。
-----------------------------
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 RM2.26 (dividend RM0.04) in 1 year 9 months 3 days, total return is 221.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.72 (dividend RM0.04) in 1 year 10 months 12 days, total return is 121.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.45 (adjusted)(dividend RM0.055) in 11 months 11 days, total return is 109.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.08 in 1 year 3 months 23 days, total return is 87.8%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.76 (adjusted)(dividend RM0.32) in 1 Year 10 months 14 days, total return is 73.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividend RM0.148) in 1 Year 7 months 7 days, total return is 52.7%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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
-------------------------
[SCIENTEX BHD: The Group has completed the acquisition of its Tasek Gelugor and Kundang lands in December 2019 and efforts are being made to ensure that scheduled launches in the second half of 2020 can be achieved as the Group spreads its affordable housing brandname to both Klang Valley and Penang]

2Q20 vs 2Q19:
For the current financial quarter ended 31 January 2020, the Group achieved revenue of RM914.4 million, an increase of 19.3% compared to RM766.6 million recorded in the preceding year corresponding quarter. The increase was mainly due to better sales performance achieved from both the manufacturing and property divisions. In line with the higher sales recorded in the current financial quarter under review, the Group’s operating profit was RM140.8 million, an increase of 35.5% compared to RM103.9 million recorded in the preceding year corresponding quarter.

Manufacturing revenue was RM659.4 million, an increase of 20.1% compared to RM549.0 million in the preceding year corresponding quarter. The increase was contributed by higher sales volume as well as the Group’s newly acquired converting businesses. Operating profit increased from RM39.0 million to RM65.2 million mainly due to increase in sales as well as better sales mix and production efficiency.

Property revenue was RM255.0 million, an increase of 17.2% compared to RM217.6 million recorded in the preceding year corresponding quarter. In tandem with the higher sales achieved in current financial quarter, operating profit increased from RM64.9 million to RM75.6 million accordingly. The better performance in revenue and operating profit were mainly contributed by better sales and steady progress billing from our existing projects in Johor, Melaka, Selangor and Perak, in addition to maiden contribution from Taman Pulai Mutiara 2, Johor.

6-month:
For the 6-month financial period ended 31 January 2020, the Group recorded revenue of RM1.79 billion, an increase of 21.0% compared to the preceding year corresponding period of RM1.48 billion. The increase in revenue was contributed by both the manufacturing and property divisions. In line with the higher sales recorded in current financial period, the operating profit has also increased from RM179.5 million to RM259.3 million.

Manufacturing revenue was RM1.31 billion for the current financial period, an increase of 16.9% compared to the preceding year corresponding period of RM1.12 billion. The increase was mainly contributed by higher sales volume as well as the newly acquired converting businesses. In tandem with the increase in sales, operating profit increased from RM74.8 million to RM120.6 million.

Property revenue was RM476.5 million for the current financial period, an increase of 34.0% compared to the preceding year corresponding period of RM355.4 million. In line with the increase in sales, operating profit increased from RM104.7 million to RM138.6 million in the current financial period. The increase in profit from operations was mainly due to the better sales and progress billing achieved during the review period for their projects in Johor, Melaka, Selangor and Perak.

QoQ:
The Group’s revenue for the current financial quarter was RM914.4 million compared to the preceding financial quarter of RM877.4 million. The increase in revenue was mainly contributed from property division. In line with the increase in sales and better production efficiency from manufacturing division, profit before taxation for the current financial quarter was RM139.5 million compared to the preceding financial quarter of RM115.8 million.

Prospects:
Manufacturing:
The Group continues to see sustainable performance for its manufacturing division for its current quarter under review due to stable demand for its flexible plastic packaging (“FPP”) products. The Group remains focused on its overall long-term strategy to enhance production efficiency, producing more sustainable and value added products whilst seeking to reduce costs and wastage as part of its overall strategy to remain competitive against the backdrop of global uncertainty with capital flows and exchange rate volatility expected to increase. The Group will continue to monitor very closely the latest developments and take appropriate steps to manage risks.

Property:
The Group continues to see encouraging demand for its affordable housing products in all its on-going projects for the current quarter under review. With the Malaysian economy growing at its slowest pace since 2009, Bank Negara Malaysia in March 2020 announced a further reduction in its Overnight Policy Rate to 2.50% which is seen as pre-emptive measure to keep the Malaysian economy on even keel amidst heightened global uncertainties. With the accommodative interest rate regime, demand for the Group’s products which are strategically located throughout Peninsular Malaysia is expected to remain sustainable. In spite of the uncertainty stemming from the recent change in government and the escalating Covid-19 outbreak, the Group remains focused on its core competency of building and delivering more affordable homes through acquisition of affordably priced landbanks, efficient utilisation of land spaces via township planning as well as better construction costs control.

The Group has completed the acquisition of its Tasek Gelugor and Kundang lands in December 2019 and efforts are being made to ensure that scheduled launches in the second half of 2020 can be achieved as the Group spreads its affordable housing brandname to both Klang Valley and Penang. The Group will strive to put more innovative products in the market which are able to address the specific needs of buyers who wish to own homes that are attractive and rich in features whilst being truly affordable without compromising on quality.
--------------------------------------------------------------------------
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: SCIENTX
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[转贴] [Facebook live video:浅谈KNM group bhd (KNM)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 15 May 2020, 9:31 PM


浅谈KNM group bhd (KNM)
-----------------------------
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 RM2.26 (dividend RM0.04) in 1 year 9 months 3 days, total return is 221.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.72 (dividend RM0.04) in 1 year 10 months 12 days, total return is 121.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.45 (adjusted)(dividend RM0.055) in 11 months 11 days, total return is 109.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.08 in 1 year 3 months 23 days, total return is 87.8%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.76 (adjusted)(dividend RM0.32) in 1 Year 10 months 14 days, total return is 73.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividend RM0.148) in 1 Year 7 months 7 days, total return is 52.7%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7月19日星期日:AG Hotel Penang, George Town 2份点心

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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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

  Be the first to like this.
 


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 NameLastChange 
 DSONIC-WA 0.585+0.09 
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