Highlights

James的股票投资James Share Investing

Author: James Ng   |   Latest post: Wed, 22 May 2019, 2:53 PM

 

[转贴] [FRASER & NEAVE HOLDINGS BHD:随着甜味和不加糖炼乳市场的改善,预计泰国的前景将更好,管理层将增加品牌建设投资,以在本财政年度下半年加强他们的产品组合] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 22 May 2019, 2:53 PM


[FRASER & NEAVE HOLDINGS BHD:随着甜味和不加糖炼乳市场的改善,预计泰国的前景将更好,管理层将增加品牌建设投资,以在本财政年度下半年加强他们的产品组合]

2Q19 vs 2Q18:
本季度集团收入增长6.9%,由9.596亿令吉增加至10.254亿令吉。集团税前利润从1亿零90万令吉上升32.7%至1.34亿令吉。

F&B Malaysia:
F&B马来西亚当前季度销售额增长了6.5%,其中饮料的贡献被较差的奶罐头销售抵消。强劲的华人新年节日活动和促销活动以及东马市场路线的改善刺激了国内市场的增长,尤其是饮料市场的增长。由于对中东,北非和东盟国家的销售增长,马来西亚出口量在第二季度也有所增长。

F&B泰国:
由于在国内和印度支那市场的所有销售渠道成功执行促销计划,以及Songkran节日季节的更高销售额,F&B泰国收入从4.13亿令吉增长17.1%至4亿8,360万令吉。随着收入增加,泰国F&B的营业利润由6620万令吉增加55.6%至1.03亿令吉,主要是由于:

(i)有利的投入成本;和
(ii)本季度的一次性收入为370万令吉。

YTD19 vs YTD18:
截至2019年3月31日止的上半年集团收入由19.614亿令吉增加3.8%至20.357亿令吉,集团的税前利润由2.16亿令吉增加至2.88亿令吉,增幅为33.3%。

F&B Malaysia:
由于饮料销售额增加,马来西亚F&B销售额增长2.9%。国内饮料市场增长势头强劲,华人农历新年的节日活动更具活力,影响力更大,以及加强和深化市场路线,特别是在东马来西亚。

F&B泰国:
在第二季度强劲增长的帮助下,F&B泰国上半年收入增长了9.5%,达到9.401亿令吉。成功的营销和品牌推广计划,以加深和扩大国内和印度支那市场的销售渠道,以及产能扩张,支持了收入的增长。由于收入增加,净有利包装成本以及上半年的一次性收入达到380万令吉,F&B泰国营业利润增长45.6%至2.022亿令吉。

2Q19 vs 1Q19:
本季度集团收入较上一季度增长1.5%,从10亿1030万令吉至10.254亿令吉。

F&B Malaysia:
F&B马来西亚营业利润下降46.3%至2820万令吉,原因是收入减少,节日季节的贸易促销和营销支出增加,但被净有利包装材料成本抵消。

F&B泰国:
与上一季度相比,F&B泰国收入增长5.9%至4.836亿令吉,这主要归功于国内和印度支那市场的销售成功。由于营销活动的逐步推进,F&B泰国的营业利润增长了3.8%,达到1.03亿令吉,这得益于本季度净有利包装材料成本以及较低的营销支出。

前景:
推迟对含糖饮料征收消费税至2019年7月1日而不是2019年4月1日的初始建议日期将有助于他们更好地管理本财政年度对受影响的产品的类别,并提供更广泛的健康组合选项。

随着甜味和不加糖炼乳市场的改善,预计泰国的前景将更好。然而,管理层将增加品牌建设投资,以在本财政年度下半年加强他们的产品组合。

星狮集团将优先考虑加强其商业策略,路线到市场的执行,加速创新,提高整个业务的运营效率,以实现盈利和可持续增长。管理层还将通过增加他们在新市场的存在,集中力量扩大出口支柱的全球影响力。星狮集团已尽可能以相应的外币风险对冲其核心原料需求。董事会和管理层将继续保持警惕,并探索管理外部环境变化的新增长机会。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.34 (dividend RM0.015) in 9 months 9 days, total return is 89.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 20 days, total return is 64.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.24 in 5 months 5 days, total return is 55%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 4 months 27 days, total return is 29.3%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 21 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 7 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.705 in 3 months 29 days, total return is 22.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 4 months 21 days, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 6 months 3 days, total return is 11.4%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

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

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
-------------------------------------------
[FRASER & NEAVE HOLDINGS BHD: The prospects for Thailand are expected to be better, following improvement in both sweetened and unsweetened condensed milk segment, management will increase investment in brand building to strengthen their product portfolio in the second half of the financial year]

2Q19 vs 2Q18:
Group revenue for the current quarter grew by 6.9%, from RM959.6 million to RM1,025.4 million. Group profit before tax rose by 32.7% from RM100.9 million to RM134.0 million.

F&B Malaysia:
F&B Malaysia current quarter sales volume grew by 6.5% with healthy contribution from beverages offset by softer canned milk sales. Strong Chinese New Year festive activations and promotions and improvement in the route-to-market in East Malaysia spurred growth in the domestic market, particularly for beverages. Export volume ex-Malaysia also grew in the 2nd quarter as sales to Middle East, Northern Africa and ASEAN countries are gaining traction.

F&B Thailand:
F&B Thailand revenue grew by 17.1% from RM413.0 million to RM483.6 million due to successful execution of push and pull programs in all sales channels in the domestic and Indochina market and higher sell-in for Songkran festive season. In tandem with higher revenue, operating profit for F&B Thailand increased by 55.6% from RM66.2 million to RM103.0 million mainly as a result of:

(i) favourable input costs; and
(ii) one-off income amounting to RM3.7 million in the current quarter.

YTD19 vs YTD18:
Group revenue for the first half ended 31 March 2019 grew by 3.8% from RM1,961.4 million to RM2,035.7 million and Group profit before tax rose by 33.3% from RM216.0 million to RM288.0 million.

F&B Malaysia:
F&B Malaysia sales volume grew by 2.9% due to higher sales for beverages. Domestic market for beverages gained momentum with more activations and impactful campaigns for the Chinese New Year festive season as well as the strengthening and deepening the route-to-market, especially in East Malaysia.

F&B Thailand:
Aided by stronger growth in the 2nd quarter, F&B Thailand first half year revenue grew by 9.5% to RM940.1 million. Successful marketing and branding initiatives to deepen and widen the sales channel for domestic and Indochina markets, along with capacity expansion, supported the growth in revenue. F&B Thailand operating profit improved by 45.6% to RM202.2 million contributed by higher revenue, net favourable input and packaging costs and one-off income amounting to RM3.8 million in the first half.

2Q19 vs 1Q19:
Current quarter Group revenue grew by 1.5% from RM1,010.3 million to RM1,025.4 million compared to preceding quarter.

F&B Malaysia:
F&B Malaysia operating profit declined by 46.3% to RM28.2 million from lower revenue offset by net favourable input and packaging material costs and higher trade promotions and marketing spend for the festive season.

F&B Thailand:
F&B Thailand revenue increased by 5.9% to RM483.6 million compared to the preceding quarter largely due to successful sales execution in the domestic and Indochina markets. F&B Thailand operating profit improved by 3.8% to RM103.0 million assisted by net favourable input and packaging material cost and lower marketing spend in the current quarter due to phasing of marketing campaigns.

Prospects:
The postponement of the imposition of excise duty on sugar sweetened beverages to 1st July 2019 instead of the initial proposed date of 1st April 2019 would help them better manage the impact on the affected product categories for the financial year and to offer more extensive portfolio of healthier options.

The prospects for Thailand are expected to be better, following improvement in both sweetened and unsweetened condensed milk segment. However, management will increase investment in brand building to strengthen their product portfolio in the second half of the financial year.

The Group will prioritise on strengthening its commercial strategies, route-to-market execution, accelerating innovations and improving operational efficiencies across the business to generate profitable and sustainable growth. The management will also focus efforts on expanding the global reach for the Exports pillar by increasing their presence in new markets. The Group has hedged its core commodity requirements with the corresponding foreign currency exposure wherever possible. The Board and management will continue to be vigilant and to explore new growth opportunities in managing the changes in external environment.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.34 (dividend RM0.015) in 9 months 9 days, total return is 89.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 20 days, total return is 64.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.24 in 5 months 5 days, total return is 55%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 4 months 27 days, total return is 29.3%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 21 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 7 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.705 in 3 months 29 days, total return is 22.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 4 months 21 days, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 6 months 3 days, total return is 11.4%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2260367727563302 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Tue, 21 May 2019, 9:27 PM


浅谈Pentamaster corp bhd (Penta)
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.34 (dividend RM0.015) in 9 months 9 days, total return is 89.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 20 days, total return is 64.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.24 in 5 months 5 days, total return is 55%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.24 (dividend RM0.008) in 4 months 27 days, total return is 29.3%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 21 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 7 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.705 in 3 months 29 days, total return is 22.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 4 months 21 days, total return is 15.3%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 6 months 3 days, total return is 11.4%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

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

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

James Ng

 

Labels: PENTA
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[转贴] [DUTCH LADY MILK INDUSTRIES BHD:从长远来看,由于品牌的实力以及对牛奶及其补充乳制品的良好性和营养价值的需求和认识的增加,前景仍然乐观] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 21 May 2019, 12:19 PM


[DUTCH LADY MILK INDUSTRIES BHD:从长远来看,由于品牌的实力以及对牛奶及其补充乳制品的良好性和营养价值的需求和认识的增加,前景仍然乐观]

1Q19 vs 1Q18:
投资战略定价以确保可承受性导致6%的销量增长和0.4%的收入下降。

1Q19 vs 4Q18:
由于货币走强和乳制品价格下跌,PBT上涨11.4%。

前景:
专注于增长,增加消费者对牛奶的消费。从长远来看,由于品牌的实力以及对牛奶及其补充乳制品的良好性和营养价值的需求和认识的增加,前景仍然乐观。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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 https://web.facebook.com/jamesshareinvest/ 与我联系

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

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

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
-----------------------------------------------
[DUTCH LADY MILK INDUSTRIES BHD: Over the long term, the outlook remains positive due to the strength of brands and the increasing need and recognition of the goodness and nutritional value of milk and its complementing dairy products]

1Q19 vs 1Q18:
Investment in strategic pricing to ensure affordability leading to 6% volume growth and 0.4% revenue decline.

1Q19 vs 4Q18:
Higher PBT by 11.4% due to stronger currency and lower dairy prices.

Prospects:
To focus on growth, increasing the consumption of milk among consumers. Over the long term, the outlook remains positive due to the strength of brands and the increasing need and recognition of the goodness and nutritional value of milk and its complementing dairy products.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 day, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2260367727563302 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Mon, 20 May 2019, 9:23 PM


浅谈Barakah offshore petroleum bhd (Barakah)
-----------------------------

James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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 https://web.facebook.com/jamesshareinvest/ 与我联系

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302找到公司和选股文章以及视频。

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

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

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

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

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

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

James Ng

Labels: BARAKAH
  Be the first to like this.
 

[转贴] [DKSH HOLDINGS MALAYSIA BHD:预期于2019年第一季度完成对Auric Pacific(M)Sdn Bhd的收购,这将对2019年营销及分销业务的盈利能力作出积极贡献] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 20 May 2019, 11:56 AM


[DKSH HOLDINGS MALAYSIA BHD:预期于2019年第一季度完成对Auric Pacific(M)Sdn Bhd的收购,这将对2019年营销及分销业务的盈利能力作出积极贡献]

Quarterly:
与2017年第四季度相比,本季度收入从13.8亿令吉增长16.1%至16亿令吉,而对比2018年第三季度,则从15.2亿令吉增长5.4%。与相应的2017年第四季度和2018年第三季度相比,反映了所有部门市场的销售稳定性和现有客户的持续有机增长。与2018年第三季度相比,税前利润增长了11.4%,这反映了在稳定的运营成本的支持下,收入的持续有机增长。

年初至今:
与2017年相比,收入从55.1亿令吉增长9.1%至60.1亿令吉。此收入增长源于现有客户的主要有机增长,主要来自物流业务部门和新客户,主要是营销和分销部门。

营销和分销部门:
Quarterly:
本季度的收入与2017年第四季度相比增长了12.5%,从6.371亿令吉增加至7.17亿令吉,而与2018年第三季度(即7.264亿令吉)相比下降了1.3%。与相应季度相比,该部门市场的收入增长反映了销售稳定性和现有客户的持续有机增长。

年初至今:
2018年的收入为28.3亿令吉,比2017年的26.3亿令吉收入高出7.6%。该部门的收入增长是由于现有客户的有机增长以及新客户的贡献。

物流部门:
Quarterly:
本季度的收入与2017年第四季度相比增长了19.3%,从7.224亿令吉增加到8.619亿令吉,与2018年第三季度的7.758亿令吉相比,增长了11.1%。与2017年第四季度及2018年第三季度相比,收入增长反映了该部门市场的有机增长,并且由于产品不是季节性的,因此没有节日期的影响。

本季度的经营业绩为1,400万令吉,较2017年第四季度报告的840万令吉增加67.8%,较2018年第三季度报告的1110万令吉增加26.1%。收益率改善以及运营效率持续提升造成了收入的强劲。

年初至今:
与2017年相比,2018年的收入增长了10.5%,从28.3亿令吉增加到31.2亿令吉。收入的增长是有机驱动的。 2018年的经营业绩为4870万令吉,较2017年增长48.5%。这反映了强劲的收入,包括改善利润率组合,2018年第一季度的一次性债务复原以及降低运营成本的运营效率。

其他部门:
Quarterly:
与2017年第四季度相比,本季度收入从1670万令吉增长13.1%至1880万令吉,与2018年第三季度相比增长36.1%。与去年相比收入的改善反映了每家店收入增长的改善,因为新店的开业是战略性的。

2018年第四季度的经营业绩为50万令吉,相当于2017年第四季度的20万令吉改善,以及2018年第三季度的140万令吉改善。 2017年是由于收入增加,而2018年第三季度的改善与季节性收入波动有关。

年初至今:
2018年的收入为6170万令吉,与2017年相比增加了11.6%。与去年相比收入的改善反映了总店面的增加和消费者需求的改善。

前景:
这集团对2019年的前景持谨慎乐观态度。物流业务的前景仍然乐观。这集团预期于2019年第一季度完成对Auric Pacific(M)Sdn Bhd的收购,这将对2019年营销及分销业务的盈利能力作出积极贡献。这集团在市场营销中开展效率及盈利能力的改善项目,因此2019年上半年的成本会增加。该项目预计将实现销售优化和成本效益,并且长期会不断改善成本基础和盈利能力。

客户和客户组合仍然保持多元化,并得到强大的销售,营销和分销基础设施的支持。凭借可扩展的业务模式,集团在整个价值链中提供全面的服务组合,根据客户的特定需求进行量身定制。此外,由行业领先的IT系统支持的操作风险管理流程和控制,继续支持现有业务和新客户。

两个市场趋势另外支持这集团的中长期前景。首先,马来西亚不断壮大的中产阶级支持对消费品和医疗保健产品的需求。其次,制造商越来越关注核心竞争力,并寻求专业服务提供商,以帮助他们扩大市场。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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 https://web.facebook.com/jamesshareinvest/ 与我联系

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/Bxq33xrn3NV

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
-----------------------------------------
[DKSH HOLDINGS MALAYSIA BHD: The Group expects to complete the acquisition of Auric Pacific (M) Sdn Bhd in the first quarter of 2019 and this will positively contribute to the profitability of the Marketing and Distribution segment in 2019]

Quarterly:
Revenues for the quarter grew by 16.1% from RM 1.38 billion to RM 1.60 billion as compared to the corresponding fourth quarter of 2017, while improving by 5.4% from RM 1.52 billion in the third quarter of 2018. The increase in comparison to the corresponding fourth quarter of 2017 and preceding third quarter of 2018 reflects the stability of sales and ongoing organic growth of existing clients in all segments. Profit before tax grew 11.4% compared to the preceding third quarter of 2018, reflecting the continuing organic growth in revenue, supported by stable operating costs.

YTD:
Revenues grew by 9.1% from RM 5.51 billion to RM 6.01 billion as compared to 2017. This revenue growth resulted from underlying organic growth in existing clients, primarily in the Logistics segment and new clients, primarily in Marketing and Distribution segment.

Marketing and Distribution segment:
Quarterly:
Revenues for the quarter grew by 12.5% compared to the corresponding fourth quarter of 2017, increasing from RM 637.1 million to RM 717.0 million, while declining by 1.3% against those of the preceding third quarter of 2018 which was RM 726.4 million. This segment’s improved revenue compared to the corresponding quarter reflects stability of sales and ongoing organic growth of existing clients.

YTD:
Revenues for 2018 were RM 2.83 billion, which were 7.6% above revenues of RM 2.63 billion in 2017. This segment’s revenues grew due to organic growth of existing clients and contributed by new clients.

Logistics segment:
Quarterly:
Revenues for the quarter grew by 19.3% compared to the corresponding fourth quarter of 2017, increasing from RM 722.4 million to RM 861.9 million, while improving by 11.1% against those of the preceding third quarter of 2018 which was RM 775.8 million. The growth in revenue compared to the corresponding fourth quarter of 2017 and preceding third quarter of 2018 reflect the organic growth in this segment and does not have a festive period effect as the products are not seasonal.

The operating result for the quarter was RM 14.0 million, which is an 67.8% increase on RM 8.4 million reported for the corresponding fourth quarter of 2017 and an 26.1% increase on RM 11.1 million reported for the preceding third quarter of 2018. This reflects strong revenue supported by improved margin mix and continued gains from operational efficiencies.

YTD:
Revenues for 2018 grew by 10.5% compared to 2017, increasing from RM 2.83 billion to RM3.12 billion. The growth in revenue was organically driven. The operating result for 2018 was RM 48.7 million, which is an 48.5% increase on 2017. This reflects strong revenues supported by improving margin mix, one-off debts recovery in first quarter of 2018 and operational efficiencies which reduce operating expenses.

Others segment:
Quarterly:
Revenues for the quarter grew by 13.1% from RM 16.7 million to RM 18.8 million as compared to corresponding fourth quarter 2017 and increased by 36.1% on the preceding third quarter of 2018. The improvement in revenue against prior year reflects the improved per store revenue growth as outlet openings are strategically driven.

The operating result for the fourth quarter of 2018 was RM 0.5 million, which represents a RM0.2 million improvement on the corresponding fourth quarter of 2017 and a RM 1.4 million improvement on the preceding third quarter of 2018. The improvement on the corresponding quarter of 2017 is due to improved revenue while the improvement against the preceding third quarter of 2018 relates to seasonal revenue fluctuations.

YTD:
Revenues were RM 61.7 million in 2018 which increased by 11.6% against 2017. The improvement in revenue against prior year reflects the addition in total outlets and improving consumer demand.

Prospects:
The Group takes a cautiously optimistic outlook on 2019. Prospects remain positive for the Logistics Segment. The Group expects to complete the acquisition of Auric Pacific (M) Sdn Bhd in the first quarter of 2019 and this will positively contribute to the profitability of the Marketing and Distribution segment in 2019. The Group commenced an efficiency and profitability improvement project in the Marketing and Distribution segment which will involve a significant increase in cost in the first half of 2019. This project is expected to deliver sales optimization and cost efficiencies during 2019 and an ongoing improved cost base and profitability in the long term.

The client and customer portfolio remains well diversified and supported by a strong sales, marketing and distribution infrastructure with a capillary reach. With a scalable business model, the Group offers a comprehensive portfolio of services along the entire value chain, customized and tailor-made to clients’ specific needs. Furthermore, operational risk management processes and controls, supported by an industry leading IT system, continue to support the existing businesses as well as new clients.

Two market trends additionally support a positive medium-to-long-term outlook for the Group. Firstly, the growing middle class in Malaysia supports the demand for consumer goods and healthcare products. Secondly, manufacturers increasingly focus on core competencies and seek specialized service providers that will help grow the market for and with them.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 day, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2260367727563302 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

Labels: DKSH
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Sun, 19 May 2019, 9:23 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 RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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 https://web.facebook.com/jamesshareinvest/ 与我联系

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302找到公司和选股文章以及视频。

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

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

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

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

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

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

James Ng

Labels: SUPERMX
  Be the first to like this.
 

[转贴] [COCOALAND HOLDINGS BHD:自2019年4月1日开始以含饮料包装的形式对含糖饮料制造征收40仙/升的含糖税被视为影响集团饮料业务的另一项发展] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 19 May 2019, 11:58 AM


[COCOALAND HOLDINGS BHD:自2019年4月1日开始以含饮料包装的形式对含糖饮料制造征收40仙/升的含糖税被视为影响集团饮料业务的另一项发展]

可口食品录得较低的收入为2.537亿令吉,较去年同期的2.659亿令吉减少1,220万令吉或5%。这主要是由于合约制造的饮料部门来自国内和海外市场的业务需求疲软,加上海外市场上cocopie产品的表现乏善可陈。

可口食品的税前利润为3980万令吉,较去年同期的4570万令吉减少13%。下降主要是由于随着对外国劳动力征收政策实施以来成本上升,收入下降,工人和包装材料成本不断上升。

制造部门:
该部门收入减少主要是由于其饮料产品合约制造业务需求疲弱所致。

交易部分:
该部门的收入略微下降,主要是由于海外市场对零食和cocopie产品的需求疲软。税前利润下降主要是由于不利的外汇兑换以及收入下降。

可口食品本季度收入减少到6,130万令吉,较上一季度减少6.48%。这主要是由于对饮料和巧克力产品的需求疲软。

前景:
总体而言,随着行业参与者之间的激烈竞争,外汇变动的波动以及材料价格的上涨,预计国内市场将继续面临挑战。自2019年4月1日开始以含饮料包装的形式对含糖饮料制造征收40仙/升的含糖税被视为影响集团饮料业务的另一项发展。然而,动荡的全球商业环境是另一个主要问题,而它将间接影响出口市场。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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 https://web.facebook.com/jamesshareinvest/ 与我联系

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

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

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
--------------------------------------
[COCOALAND HOLDINGS BHD: excise duty or sugary tax at 40 sen per litre on sugary drink manufacturing in the form of ready-to-drink packaging starting 1 April 2019 is seen as another development that will impact on the Group beverage segment]

The Group registered lower revenue of RM253.7 million, a decrease of RM12.2 million or 5% as compared to RM265.9 million in the preceding year’s corresponding period. This was mainly attributable to softer demand for beverage segment of Contract Manufacturing Business from domestic and overseas market coupled with lackluster performance of cocopie products in overseas market.

The Group registered a lower profit before tax of RM39.8 million as compared to same corresponding period of preceding year of RM45.7 million, a decrease of 13%. The decline was mainly attributable to rising labour cost since the implementation of levy policy on foreign workers and escalating packing material costs in tandem with the declining revenue.

Manufacturing segment:
Declining revenue in this segment were principally attributable to sluggish demand for their Contract Manufacturing Business of beverage product.

Trading segment:
Revenue declined marginally in this segment predominantly attributable to softer demand for snack and cocopie products from overseas market. Decline in profit before tax was principally due to unfavourable foreign currencies exchange in tandem with decline in revenue.

The Group recorded lower revenue of RM61.3 million for current quarter, decrease by 6.48% from the immediate preceding quarter. This was mainly due to softer demand for beverage and chocolate products.

Prospects:
Overall, the domestic market is expected to remain challenging with intensifying competition among industry players, volatility of the foreign currency movements and material prices. The imposition of excise duty or sugary tax at 40 sen per litre on sugary drink manufacturing in the form of ready-to-drink packaging starting 1 April 2019 is seen as another development that will impact on the Group beverage segment. Nevertheless, the turbulent global business environment is another major concern whereas it will indirectly affect the export market.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 day, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2260367727563302 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

Labels: COCOLND
  Be the first to like this.
 
uptrending 刘姥姥带你游花园。。
19/05/2019 6:24 PM
uptrending Maintain BUY with unchanged TP of MYR2.70. Our TP is derived from an unchanged target 18x P/E (+1.5SD from its 5-year mean), based on 2019F’s earnings. We like Cocoaland given resilient demand for its gummy products, generous dividend payouts backed by a sturdy balance sheet, healthy cash flow generation, and proven track record. Strong brand equity in both the domestic and overseas markets should also ensure sustainability of its future earnings.
Source: RHB Securities Research - 28 February 2019
21/05/2019 6:04 AM

[转贴] [Facebook live:浅谈Vortex Consolidated berhad (VC)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 18 May 2019, 9:23 PM


浅谈Vortex Consolidated berhad (VC)
-----------------------------

James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 in 4 months 23 days, total return is 33.7%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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 https://web.facebook.com/jamesshareinvest/ 与我联系

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302找到公司和选股文章以及视频。

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

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

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

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

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

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

James Ng

Labels: VC
  Be the first to like this.
 

[转贴] [AIRASIA X BHD:预计6月份节日需求将回升,并与该地区的中期学校假期相结合,通过数字化实施了许多举措以降低成本,为了更好地满足该地区不断增长的需求,亚洲航空X泰国将在2019年通过经营租赁增加最多五架飞机] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sat, 18 May 2019, 11:00 AM


[AIRASIA X BHD:预计6月份节日需求将回升,并与该地区的中期学校假期相结合,通过数字化实施了许多举措以降低成本,为了更好地满足该地区不断增长的需求,亚洲航空X泰国将在2019年通过经营租赁增加最多五架飞机]

1Q19 vs 1Q18:
亚航长程1Q19的净经营亏损为2950万令吉(1Q18净营业利润:5830万令吉),减少的主要原因是平均基本票价从1Q18的527令吉降至1Q19的513令吉。每个ASK的成本降低主要是由于燃料价格从1Q18的88美元/桶降至1Q19的79美元/桶。

1Q19 vs 4Q18:
亚航长程于回顾季度录得税前利润为5,970万令吉,而截至2018年12月31日止的前一季度4Q18为1590万令吉。这主要是由于在本季度末有未实现的外汇收益(因马来西亚令吉兑美元走强)。

前景:
预计6月份节日需求将回升,并与该地区的中期学校假期相结合。提高整体性价比仍然是公司2019年的主要优先事项之一。通过数字化实施了许多举措以降低成本。为了更好地满足该地区不断增长的需求,亚洲航空X泰国将在2019年通过经营租赁增加最多五架飞机。另一方面,亚航X马来西亚预计将继续使用24架飞机,因为它专注于最大化目前的机队飞机利用率,发布集团新航线的战略,以及核心路线频率的增加。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 in 4 months 23 days, total return is 33.7%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 day, total return is 11.4%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/Bxln7khgGzh

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
--------------------
[AIRASIA X BHD: Demand is expected to pick up in June from the festive season and in conjuction with midterm school holidays in the Region, initiatives are being put in place via digitalisation to reduce costs, in order to better serve the growing demand in the region, AirAsia X Thailand will be adding up to five aircraft through operating leases in 2019]

1Q19 vs 1Q18:
The net operating loss for the group in 1Q19 was RM29.5 million (1Q18 net operating profit: RM58.3 million), reduction is mainly due to lower revenue as a result of lower average base fare from RM527 in 1Q18 to RM513 in 1Q19. Decrease in cost per ASK is mainly due to reduction in fuel price from USD88/bbl in 1Q18 to USD79/bbl in 1Q19.

1Q19 vs 4Q18:
The Group recorded a profit before taxation of RM59.7 million for the quarter under review as compared to RM15.9 million in 4Q18 in the immediate preceding quarter ended 31 December 2018. This was mainly due to the unrealized foreign exchange gain as a result of the strengthening of Malaysian Ringgit against US Dollar at end of the current quarter.

Prospects:
Demand is expected to pick up in June from the festive season and in conjuction with midterm school holidays in the Region. Improving overall cost performance remains one of the Company's main priorities in 2019. A lot of initiatives are being put in place via digitalisation to reduce costs. In order to better serve the growing demand in the region, AirAsia X Thailand will be adding up to five aircraft through operating leases in 2019. On the other hand, AirAsia X Malaysia is expected to remain with 24 aircraft as it focuses on maximising aircraft utilisation of its current fleet and leverage on the Group’s strategy in new route launches as well as increasing frequencies of core routes.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 in 4 months 23 days, total return is 33.7%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 day, total return is 11.4%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2260367727563302 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

Labels: AAX
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Kuala Lumpur Kepong bhd (KLK)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 17 May 2019, 9:21 PM


浅谈Kuala Lumpur Kepong bhd (KLK)
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 in 4 months 23 days, total return is 33.7%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 day, total return is 11.4%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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: KLK
  Be the first to like this.
 

[转贴] [LEONG HUP INTERNATIONAL BERHAD:过去一年投入大量产能扩张,除非出现任何不可预见的情况,董事会对该集团将于2019年取得积极成果持乐观态度] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Fri, 17 May 2019, 1:32 PM


[LEONG HUP INTERNATIONAL BERHAD:过去一年投入大量产能扩张,除非出现任何不可预见的情况,董事会对该集团将于2019年取得积极成果持乐观态度]

畜禽相关产品:
这集团的牲畜及家禽相关产品销售收入由2018年3月31日结束的财政期间(「FPE」)的8.3717亿令吉增加约2.7%至2019年3月31日的FPE为8.5965亿令吉。增幅主要为由于马来西亚鸡蛋的销量和平均销售价格上涨以及印度尼西亚肉鸡DOC的平均销售价格上涨。来自牲畜及其他家禽相关产品的EBITDA增加了25.9%,主要来自马来西亚的鸡蛋销售和印尼的肉鸡DOC销售。

饲料厂:
这集团来自饲料厂的收入由2018年3月31日的FPE中的5.0667亿令吉增加27.0%至2019年3月31日的FPE中的6.4363亿令吉。增加的主要原因是与31 March 2018的FPE相比,在印度尼西亚和越南的FPE 2019年3月31日的销售量增加及牲畜饲料平均售价上升。饲料厂的EBITDA增长了36.3%,主要是由于印度尼西亚的销售增加,以及越南同奈饲料厂(于2019年1月开始运作)的销售增加。

QoQ,该集团的利润增长超过20%,主要是由于印度尼西亚饲料厂销售量的显着贡献,以及马来西亚平均肉鸡价格上涨的贡献。

前景:
这集团于过去一年投入大量产能扩张。除非出现任何不可预见的情况,董事会对该集团将于2019年取得积极成果持乐观态度。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.47 (dividend RM0.015) in 9 months 4 days, total return is 107.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.35 in 10 months 15 days, total return is 69.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.32 in 4 months 28 day, total return is 65%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 4 months 22 days, total return is 32.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.73 in 3 months 24 days, total return is 27%

f) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.77 (dividends RM0.03) in 7 months 16 days, total return is 25.9%

g) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.28 (dividend RM0.0825) in 6 months 30 day, total return is 25%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 4 months 16 days, total return is 17.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 26 day, total return is 13%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BxjUjfwg6xg

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
------------------------
[LEONG HUP INTERNATIONAL BERHAD: The Group has invested in significant capacity expansion over the past year, barring any unforeseen circumstances, the Board is optimistic that the Group will be able to achieve a positive result in 2019]

Livestock and poultry related products:
The Group’s revenue from sales of livestock and poultry related products increased by about 2.7% from RM837.17 million in the financial period ended (“FPE”) 31 March 2018 to RM859.65 million in the FPE 31 March 2019. The increase was primarily due to an increase in sales volume and average selling price of eggs in Malaysia and increase in average selling price of Broiler DOCs in Indonesia. The EBITDA from livestock and other poultry related products increased by 25.9%, primarily contributed by sales of eggs in Malaysia and sales of Broiler DOC in Indonesia.

Feedmill:
The Group’s revenue from feedmill increased by 27.0% from RM506.67 million in the FPE 31 March 2018 to RM643.63 million in the FPE 31 March 2019. The increase was primarily due to an increase in sales volume and average selling price of livestock feed in Indonesia and Vietnam for the FPE 31 March 2019 compared to FPE 31 March 2018. The EBITDA from feedmill increased by 36.3%, primarily due to increase of sales in Indonesia, as well as increase of sales from the Dong Nai feedmill plant in Vietnam, which commenced operations in January 2019.

QoQ, the profits of the group increased by more than 20%, primarily due to significant contributions from sales volume in feedmill division in Indonesia, as well as the contributions from increase in average broiler’s prices in Malaysia.

Prospects:
The Group has invested in significant capacity expansion over the past year. Barring any unforeseen circumstances, the Board is optimistic that the Group will be able to achieve a positive result in 2019.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.47 (dividend RM0.015) in 9 months 4 days, total return is 107.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.35 in 10 months 15 days, total return is 69.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.32 in 4 months 28 day, total return is 65%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 4 months 22 days, total return is 32.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.73 in 3 months 24 days, total return is 27%

f) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.77 (dividends RM0.03) in 7 months 16 days, total return is 25.9%

g) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.28 (dividend RM0.0825) in 6 months 30 day, total return is 25%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 4 months 16 days, total return is 17.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 26 day, total return is 13%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2260367727563302 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

Labels: LHI
  Be the first to like this.
 

[转贴] [Facebook live:浅谈Leong Hup international berhad (LHI)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 16 May 2019, 7:18 PM


浅谈Leong Hup international berhad (LHI)
-------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.47 (dividend RM0.015) in 9 months 4 days, total return is 107.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.35 in 10 months 15 days, total return is 69.8%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.32 in 4 months 28 day, total return is 65%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 4 months 22 days, total return is 32.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.73 in 3 months 24 days, total return is 27%

f) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.77 (dividends RM0.03) in 7 months 16 days, total return is 25.9%

g) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.28 (dividend RM0.0825) in 6 months 30 day, total return is 25%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 4 months 16 days, total return is 17.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 26 day, total return is 13%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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: LHI
  Be the first to like this.
 

[转贴] [DIALOG GROUP BHD:持续运营中的Pengerang深水码头(“PDT”)第1阶段目前正在扩大430,000立方米,第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Thu, 16 May 2019, 10:13 AM


[DIALOG GROUP BHD:持续运营中的Pengerang深水码头(“PDT”)第1阶段目前正在扩大430,000立方米,第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉]

截至2019年3月31日止的第三季度,戴乐录得另一项值得称道的财务表现,税后净利润为1.452亿令吉,较去年同期的1.224亿令吉增加18.7%。尽管本季度收入从去年同期的8.674亿令吉减少26.6%至6亿3660万令吉,仍取得了较好的利润成绩。

本季度的税后净利润较高,主要是由于已完成项目的成本节约以及合资企业和联营公司的利润份额增加。截至2019年3月31日止的本财政年度,戴乐的税后净营业利润(包括合营企业及联营公司)为4.036亿令吉,较去年同期的3亿4120万令吉增加18.3%。

前景:
持续运营中的Pengerang深水码头(“PDT”)第1阶段目前正在扩大430,000立方米。第2A阶段,炼油和石化综合开发专用石油和石化终端(“RAPID”)于2018年11月开始商业运营的初始阶段。

2018年4月,集团与Johor Darul Ta'zim州政府和State Secretary, Johor (Incorporated)签署了谅解备忘录,以投资和开发共同的油库设施(包括共用基础设施)和深水海洋设施,以支持和促进石油和石化产品储存和处理罐终端业务。第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉。

此后,戴乐继续在第三期取得进展 - 填海目前已完成62%,计划于2019年底完成。建造一个储存终端,共用储罐设施(包括共用基础设施)和深水海洋设施(“Jetty 3”)(统称“终端和设施”)也已经开始。该终端的开发是第3阶段中的第一个这样的终端,预计在2021年中期完成。

大约500英亩的土地余额将会在未来阶段被使用。

除了Dialog Terminals Langsat(1)Sdn. Bhd.(前身为Langsat Terminal(One)Sdn. Bhd.)和Dialog Terminals Langsat(2)Sdn. Bhd.(原名Langsat Terminal(Two)Sdn. Bhd.)的容量为647,000立方米,他们正计划扩建Dialog Terminals Langsat(3)Sdn. Bhd.(以前称为Langsat Terminal(Three)Sdn. Bhd.)成一个300,000立方米的仓库,符合他们增加可持续和经常性收入的战略。
-------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.44 (dividend RM0.015) in 9 months 3 days, total return is 103.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 27 day, total return is 67.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 14 days, total return is 64.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 4 months 21 days, total return is 32.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 3 months 23 days, total return is 31.3%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 6 months 29 day, total return is 26.1%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.76 (dividends RM0.03) in 7 months 15 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 15 days, total return is 17.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 5 months 25 day, total return is 12.2%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2260367727563302 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BxgY-F5ACnv

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
-----------------------------
[DIALOG GROUP BHD: ongoing operations of Pengerang Deepwater Terminals ("PDT") Phase 1 is currently being expanded by 430,000 m3, phase 3 will be developed on approximately 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion]

For the 3rd quarter ended 31st March 2019, the Group recorded another commendable financial performance with net profit after tax of RM145.2 million, higher by 18.7% against RM122.4 million registered in the corresponding quarter last year. This better result was achieved despite a 26.6% decrease in revenue to RM636.6 million for the current quarter from RM867.4 million recorded in the corresponding quarter last year.

The net profit after tax for the current quarter was higher mainly due to cost savings realised on completed projects and increased share of profit in joint ventures and associates. For the current financial year to date ended 31st March 2019, the Group's net operating profit after tax including joint ventures and associates of RM403.6 million was higher by 18.3% against RM341.2 million in the corresponding period last year.

Prospects:
The ongoing operations of Pengerang Deepwater Terminals ("PDT") Phase 1 is currently being expanded by 430,000 m3. Phase 2A, the dedicated petroleum and petrochemicals terminal for Refinery and Petrochemical Integrated Development ("RAPID") commenced its initial stages of commercial operations in November 2018.

In April 2018, the Group signed a Memorandum of Understanding with the State Government of Johor Darul Ta’zim and the State Secretary, Johor (Incorporated) to invest and develop common tankage facilities (including shared infrastructure) and deepwater marine facilities to support and promote the petroleum and petrochemicals storage and handling tank terminal business. Phase 3 will be developed on approximately 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion.

Since then, the Group has continued to make progress for Phase 3 - land reclamation is currently 62% complete and is scheduled for completion at the end of 2019. The construction of a storage terminal, common tankage facilities (including shared infrastructure) and deepwater marine facilities (“Jetty 3”) (collectively, “Terminals and Facilities”) have also begun. The development of this terminal, is the first of such terminals in Phase 3, and completion is expected in mid-2021.

There will also be a balance of approximately 500 acres available for future phases.

In addition to Dialog Terminals Langsat (1) Sdn. Bhd. (formerly known as Langsat Terminal (One) Sdn. Bhd.) and Dialog Terminals Langsat (2) Sdn. Bhd. (formerly known as Langsat Terminal (Two) Sdn. Bhd.)'s capacity of 647,000 m3, they are planning to expand Dialog Terminals Langsat (3) Sdn. Bhd.(formerly known as Langsat Terminal (Three) Sdn. Bhd.) into a 300,000 m3 storage facility, in line with their strategy to grow sustainable and recurring income.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.44 (dividend RM0.015) in 9 months 3 days, total return is 103.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 27 day, total return is 67.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 14 days, total return is 64.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 4 months 21 days, total return is 32.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 3 months 23 days, total return is 31.3%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 6 months 29 day, total return is 26.1%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.76 (dividends RM0.03) in 7 months 15 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 15 days, total return is 17.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 5 months 25 day, total return is 12.2%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2260367727563302 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

Labels: DIALOG
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Wed, 15 May 2019, 9:21 PM


浅谈Dialog group bhd (Dialog)
-------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.44 (dividend RM0.015) in 9 months 3 days, total return is 103.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 27 day, total return is 67.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.31 in 10 months 14 days, total return is 64.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 4 months 21 days, total return is 32.6%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 3 months 23 days, total return is 31.3%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 6 months 29 day, total return is 26.1%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.76 (dividends RM0.03) in 7 months 15 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 15 days, total return is 17.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 5 months 25 day, total return is 12.2%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2254929048107170找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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] [SUPERMAX CORP BHD:第12工厂的建设继续稳步推进,一旦完工及生产线投产,新产能将大大提升集团的总产能,提升顶线和底线业绩] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Wed, 15 May 2019, 12:09 PM


[SUPERMAX CORP BHD:第12工厂的建设继续稳步推进,一旦完工及生产线投产,新产能将大大提升集团的总产能,提升顶线和底线业绩,隐形眼镜通过在美国(www.aveovision.com)和马来西亚(www.aveovision.my)推出的网站,从批发分销,移动卡车到在线B2C销售,都采用了各种平台]

速柏玛的全球天然橡胶及丁腈橡胶手套销售收入为3.612亿令吉,较去年同期增加10.4%或3410万令吉。增加的原因是新的集团内的替代生产线。

EBITDA和PBT分别上涨9.5%和8.7%,原因是新更换生产线路的调试产量更高,效率更高。截至31.3.2019止年初至今9个月,集团录得收入11亿令吉较去年同期上升14.2%或1.383亿令吉,而PBT则达1.564亿令吉及PAT为RM1.097亿令吉,分别提高8.8%(1,270万令吉)及10.2%(1020万令吉)。

随着收入下降,Qoq,EBITDA和PBT分别下降8.4%和9.0%。

前景:
手套部门:
一次性手套的全球市场对于天然橡胶和腈类变体的需求仍然充满活力。需求放缓并没有持续,因为需求再次上升,受各种因素的推动,包括医疗保健意识上升和医疗改革要求其在医疗领域的使用,以及美容相关领域等其他非传统行业的消费增长和家庭使用。与去年同期相比,全球需求继续以8-10%的速度增长。这些积极因素对公司和整个行业来说仍然是个好兆头。速柏玛第12工厂的建设继续稳步推进,一旦完工及生产线投产,新产能将大大提升集团的总产能,提升顶线和底线业绩。

隐形眼镜部门:
速柏玛继续在开发隐形眼镜业务方面取得进展。最初几年奠定了基础,建立了最先进的洁净室制造设施,组建了一支高技能专业人员团队,并开发了生产最高质量隐形眼镜的能力。然后,它热切地努力获得必要的许可和批准,使集团能够进入全球各个市场。凭借手中的许可证,速柏玛已逐步将其全球营销足迹扩展至越来越多的国家,包括美国和日本,这两个国家是隐形眼镜的全球最大市场。

获得许可证的过程不仅让它继续进入其他国家的市场,而且还获得批准其新开发的产品在现有市场和新市场中分销。该集团的复曲面透镜(用于矫正散光)最近已获批用于美国和日本市场。这证明了集团的制造能力以及所生产镜片的质量,因为这两个国家对医疗器械实施了非常严格的规定和标准。

随着集团的重点扩展到市场渗透,营销工作也得到了加强。到目前为止,已经通过在美国(www.aveovision.com)和马来西亚(www.aveovision.my)推出的网站,从批发分销,移动卡车到在线B2C销售,都采用了各种平台。

展望未来,速柏玛将继续致力于在更多国家获得更多产品的许可和批准;进一步扩大其产品范围,包括其他类型的镜片,如彩色镜片和由更新和更优质的材料制成的镜片;并提高其全球产品的市场渗透率。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.37 (dividend RM0.015) in 8 months 30 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 4 months 26 day, total return is 61.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 10 months 13 days, total return is 59.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.76 in 3 months 22 days, total return is 32.2%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 4 months 20 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.25 (dividend RM0.0825) in 6 months 28 day, total return is 23.4%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 14 days, total return is 23.1%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 14 days, total return is 17.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 24 day, total return is 13%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2254929048107170 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BxeBac5Ayf_

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: Construction of the Group's 12th plant continues to progress steadily and once completed and the production lines commissioned, the new capacity will provide a significant boost to the Group‟s total production capacity and lift both top-line and bottom-line performance, various platforms have been employed to sell contact lens, from wholesale distribution, to mobile trucks to online B2C sales via websites launched in the US (www.aveovision.com) and in Malaysia (www.aveovision.my) thus far]

The Group recorded total revenue of RM 361.2 million from global sales of its natural rubber and nitrile rubber gloves, an increase of 10.4% or RM34.1 million compared to the corresponding period a year ago. The increase was attributed to the commissioning of the new replacement lines within the Group.

EBITDA and PBT were higher by 9.5% and 8.7% respectively as a result of the higher output and greater efficiency achieved from the commissioning of the new replacement lines. For the year-to-date 9 months ended 31.3.2019, Group Revenue of RM1.1 billion recorded was 14.2% or RM138.3 million higher compared to the corresponding period a year ago, while PBT of RM156.4 million and PAT of RM109.7 million were 8.8% (RM12.7 million) and 10.2% (RM10.2 million) higher respectively.

Qoq, EBITDA and PBT were lower by 8.4% and 9.0% respectively in tandem with the lower revenue.

Prospects:
Glove Division:
The global market for disposable gloves remains vibrant for both the natural rubber and nitrile variants. The slowdown in demand has not sustained as demand is again on the rise, driven by various factors including rising healthcare awareness and healthcare reforms mandating its use in the medical sectors as well rising consumption in other non-traditional sectors such as the beauty-related sectors and household-use. On a year-to-year basis, global demand continues to grow at a rate of 8 - 10%. These positive factors continue to augur well for the Company and the industry as a whole. Construction of the Group's 12th plant continues to progress steadily and once completed and the production lines commissioned, the new capacity will provide a significant boost to the Group‟s total production capacity and lift both top-line and bottom-line performance.

Contact Lens Division:
The Group continues to make progress in developing its contact lens business. The groundwork had been laid in the initial few years with the setting-up of a state-of-the-art clean room manufacturing facility, assembling a team of highly-skilled professionals and developing the capabilities to produce contact lenses of the highest quality. It has then worked fervently to procure the necessary licences and approvals which allows the Group access to various markets globally. With the licences in hand, the Group has gradually extended its global marketing footprint to more and more countries, including the US and Japan, which are the 2 largest markets in the world for contact lenses.

The process of securing licences continues not only to access the markets in other countries but also to obtain approval for its newly developed products to be distributed in both existing and new markets. The Group's toric lenses (for correction of astigmatism) have recently been approved for the US and Japanese markets. This is a testament to the Group‟s manufacturing capabilities as well as the quality of the lenses produced as these 2 countries impose very strict regulations and standards on medical devices.

Marketing efforts have also been stepped up as the Group's focus extends to market penetration. Various platforms have been employed from wholesale distribution, to mobile trucks to online B2C sales via websites launched in the US (www.aveovision.com) and in Malaysia (www.aveovision.my) thus far.

Going forward, the Group will continue to work on obtaining the licences and approvals for more of its products in more countries; further expanding its product range to include other types of lenses such as colour lenses and lenses made from newer and superior materials; and increasing market penetration for its products globally.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.37 (dividend RM0.015) in 8 months 30 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 4 months 26 day, total return is 61.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 10 months 13 days, total return is 59.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.76 in 3 months 22 days, total return is 32.2%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 4 months 20 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.25 (dividend RM0.0825) in 6 months 28 day, total return is 23.4%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 14 days, total return is 23.1%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 14 days, total return is 17.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 24 day, total return is 13%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2254929048107170 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

Labels: SUPERMX
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Tue, 14 May 2019, 9:21 PM


浅谈Maxis bhd (Maxis)
-------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.37 (dividend RM0.015) in 8 months 30 days, total return is 93.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 4 months 26 day, total return is 61.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 10 months 13 days, total return is 59.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.76 in 3 months 22 days, total return is 32.2%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 4 months 20 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.25 (dividend RM0.0825) in 6 months 28 day, total return is 23.4%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 14 days, total return is 23.1%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 4 months 14 days, total return is 17.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 24 day, total return is 13%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2254929048107170找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/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: MAXIS
  Be the first to like this.
 

[转贴] [CCK CONSOLIDATED HOLDINGS BHD:零售方面预计将在沙巴和沙捞越开设6家新店,他们的印尼业务将继续改善他们对集团业绩的贡献,并在2018年第三季度开跑nugget生产线] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Tue, 14 May 2019, 11:55 AM


[CCK CONSOLIDATED HOLDINGS BHD:零售方面预计将在沙巴和沙捞越开设6家新店,他们的印尼业务将继续改善他们对集团业绩的贡献,并在2018年第三季度开跑nugget生产线]

YoY:
截至二零一八年十二月三十一日止年度,古晋中央冷藏录得收入为6.23165亿令吉,较去年同期的6.09259亿令吉增加约2%。随着特别是香肠的生产和销售的改善,印尼业务对集团的收入贡献了约16%(2017年:14%)。截至2018年底,东马来西亚的门店总数为58家(2017年:55家)。

QoQ:
截至2018年12月31日止的本季度,古晋中央冷藏的收入分别略微增加1%和税前利润减少14%。虾部门的业绩从第三季度的825,000令吉降至第四季度的81,000令吉。食品服务部门的业绩从第三季度的353,000令吉降至第四季度的58,000令吉。

前景:
马来西亚2019年的经济增长预计将温和但对全球经济温和增长而言仍然稳定。零售方面预计将在沙巴和沙捞越开设6家新店。他们乐观地认为,他们的印尼业务将继续改善他们对集团业绩的贡献,并在2018年第三季度开跑nugget生产线。
-------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.39 (dividend RM0.015) in 8 months 29 days, total return is 96.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 4 months 25 day, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 10 months 12 days, total return is 59.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 3 months 21 days, total return is 28.7%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.22 in 4 months 19 days, total return is 26.4%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 6 months 27 day, total return is 26.2%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 13 days, total return is 23.1%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 4 months 13 days, total return is 17.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 23 day, total return is 11.4%

j) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 10 months 12 days, total return is 4.3%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2254929048107170 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BxbbICEgi2G

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
-----------------------------------------------
[CCK CONSOLIDATED HOLDINGS BHD: retail side is forecasted to open 6 new outlets in Sabah and Sarawak, they are optimistic that their Indonesian operations will continue to improve their contribution towards the Group’s performance with the commissioning of the nugget line in the 3rd quarter of 2018]

YoY:
For the year ended 31 December 2018, the Group recorded a revenue of RM623.165 million, representing an increase of approximately 2% over the same period last year whereby the revenue was recorded at RM609.259 milliion. With improved production and sales particularly of sausages, the Indonesian operations contributed approximately 16% towards the Group’s revenue (2017 : 14%). At the end of 2018, the total number of outlets throughout East Malaysia was 58 (2017 : 55).

QoQ:
For the current quarter ended 31 December 2018, the Group recorded a slight increase in revenue of 1% and a decrease in profit before tax of 14%, respectively. The prawn segment’s results decreased from RM825,000 in the 3rd quarter to RM81,000 in the 4th quarter. The food service segment’s results decreased from RM353,000 in the 3rd quarter to RM58,000 in the 4th quarter.

Prospects:
Malaysia’s economic growth for 2019 is expected to be moderate but stable against a modest global economic growth. The retail side is forecasted to open 6 new outlets in Sabah and Sarawak. They are optimistic that their Indonesian operations will continue to improve their contribution towards the Group’s performance with the commissioning of the nugget line in the 3rd quarter of 2018.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.39 (dividend RM0.015) in 8 months 29 days, total return is 96.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 4 months 25 day, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 10 months 12 days, total return is 59.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 3 months 21 days, total return is 28.7%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.22 in 4 months 19 days, total return is 26.4%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 6 months 27 day, total return is 26.2%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 13 days, total return is 23.1%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 4 months 13 days, total return is 17.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 23 day, total return is 11.4%

j) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 10 months 12 days, total return is 4.3%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2254929048107170 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

Labels: CCK
  Be the first to like this.
 

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

Author: James Ng   |  Publish date: Mon, 13 May 2019, 9:26 PM


浅谈Genting Plantations bhd (GenP)
-------------------------------------------------------------------

James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.39 (dividend RM0.015) in 8 months 29 days, total return is 96.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 4 months 25 day, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 10 months 12 days, total return is 59.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.74 in 3 months 21 days, total return is 28.7%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.22 in 4 months 19 days, total return is 26.4%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 6 months 27 day, total return is 26.2%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 13 days, total return is 23.1%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 4 months 13 days, total return is 17.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 23 day, total return is 11.4%

j) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 10 months 12 days, total return is 4.3%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2254929048107170找到公司和选股文章以及视频。

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

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

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

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

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

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

James Ng

Labels: GENP
  Be the first to like this.
 

[转贴] [CYCLE & CARRIAGE BINTANG BHD:预计今年剩余时间市场将继续面临挑战] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Mon, 13 May 2019, 11:57 AM


[CYCLE & CARRIAGE BINTANG BHD:预计今年剩余时间市场将继续面临挑战]

合发吉星的第一季度业绩受到挑战性交易条件的负面影响,这减少了交易量和利润率。合发吉星2019年首三个月的收入较2018同期的2.932亿令吉低25%。在市场低迷的情况下,单位销售额下降了30%,同时销售组合从E级转向低价C级,GLC级和A级车型。

梅赛德斯 - 奔驰业务录得净亏损440万令吉,而2018年同期净亏损为320万令吉。这是由于单位销售及利润减少,随着集团继续投资其网络运营导致营运开支及融资成本增加。由于营运资金需求增加,合发吉星的净债务从2018年底的2.358亿令吉略微增加至2019年3月底的2.461亿令吉。

前景:
预计今年剩余时间市场将继续面临挑战,尽管新款A级轿车的推出可能会产生一些积极影响。
-------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.41 (dividend RM0.015) in 8 months 26 days, total return is 99.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 4 months 22 day, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 9 days, total return is 68.6%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.78 in 3 months 18 days, total return is 35.7%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in 4 months 16 days, total return is 31.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.34 (dividend RM0.0825) in 6 months 24 day, total return is 28.2%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.04 in 4 months 10 days, total return is 22.4%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.70 (dividends RM0.03) in 7 months 10 days, total return is 21%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 20 day, total return is 13%

j) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 10 months 9 days, total return is 4.3%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2254929048107170 找到公司和选股文章以及视频。

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BxY2eNQgUwB

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

James Ng
----------------------------------------------
[CYCLE & CARRIAGE BINTANG BHD: Markets are expected to remain challenging for the rest of the year]

The Group’s first quarter performance was negatively impacted by challenging trading conditions, which reduced both volumes and margins. The Group’s revenue for the first three months of 2019 was 25% lower than the same period in 2018 at RM293.2 million. Unit sales decreased by 30% along side a decrease in margins in a sluggish market, with the sales mix shifting from E-Class to lower-priced C, GLC and A-Class models.

A net loss of RM4.4 million was recorded by the Mercedes-Benz operations, compared to a net loss of RM3.2 million in the same period in 2018. This was due to lower unit sales and margins, higher operating expenses and financing costs as the Group continued to invest in its network operations. The Group’s net debt increased marginally from RM235.8 million at the end of 2018 to RM246.1 million at the end of March 2019, as a result of higher working capital requirements.

Prospects:
Markets are expected to remain challenging for the rest of the year, although there may be some positive impact from the launch of the new A-Class Sedan.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.41 (dividend RM0.015) in 8 months 26 days, total return is 99.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 4 months 22 day, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 9 days, total return is 68.6%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.78 in 3 months 18 days, total return is 35.7%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in 4 months 16 days, total return is 31.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.34 (dividend RM0.0825) in 6 months 24 day, total return is 28.2%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.04 in 4 months 10 days, total return is 22.4%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.70 (dividends RM0.03) in 7 months 10 days, total return is 21%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 20 day, total return is 13%

j) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 10 months 9 days, total return is 4.3%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

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

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

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

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2254929048107170 by date.

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

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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

James Ng

Labels: CCB
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[转贴] [Facebook live:浅谈Petronas Gas bhd (PetGas)] - James的股票投资James Share Investing

Author: James Ng   |  Publish date: Sun, 12 May 2019, 9:22 PM


浅谈Petronas Gas bhd (PetGas)
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.41 (dividend RM0.015) in 8 months 26 days, total return is 99.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 4 months 22 day, total return is 73.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 9 days, total return is 68.6%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.78 in 3 months 18 days, total return is 35.7%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 in 4 months 16 days, total return is 31.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.34 (dividend RM0.0825) in 6 months 24 day, total return is 28.2%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.04 in 4 months 10 days, total return is 22.4%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.70 (dividends RM0.03) in 7 months 10 days, total return is 21%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 20 day, total return is 13%

j) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 10 months 9 days, total return is 4.3%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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

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

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

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

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

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2254929048107170找到公司和选股文章以及视频。

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

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

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

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

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

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

James Ng

Labels: PETGAS
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