[P I E INDUSTRIAL BHD,某些电子元件的持续短缺以及马来西亚令吉兑美元汇率的剧烈波动]
与去年同季相比,收入减少1,661万令吉或10%。减少的主要原因是现有客户对电子制造活动(EMS)和线束产品的需求减少,但部分被原始电线电缆产品和交易活动的收入增加所抵消。与上年同季相比,税前利润减少638.9万令吉或40%。减少的主要原因是本季度收入录得较低,产品组合利润率较低,销售成本较高,库存缓慢增加,外币兑换交易收益较去年季度低。
广宇工业这季度的收益较上一季度减少21%。减少的主要原因是EMS,原始电缆和电线,线束产品和贸易部门的需求下降。广宇工业本季度的税前利润较上一季度下降了69%。减少主要是由于收入减少及产品组合利润率下降,销售成本上升,营运开支增加,废钢销售减少,贸易应收账款减值拨备增加,滞销库存增加拨备,外币换算收益及投资减少收入。
前景:
某些电子元件的持续短缺以及马来西亚令吉兑美元汇率的剧烈波动将是影响其近期表现的主要因素。泰国的电缆组装和线束(3%)活动收入将在年内持平。由于母公司缺乏吸引人的电子产品,管理层预计近期交易部门不会出现大幅增长。基于上述情况,广宇工业预期年内表现持平。
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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
最终决定永远是你的,谢谢。
James Ng
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The revenue was decreased by RM16.610 million or 10% if compared to preceding year corresponding quarter. The decrease was mainly attributable to lower demand from existing customers for electronics manufacturing activities (EMS) and wire harness products but partly offset by higher revenue recorded for raw wire & cable products and trading activities. Compared with the preceding year corresponding quarter, the profit before tax decreased by RM6.389 million or 40%. The decrease is mainly attributable to lower revenue recorded and lower margin of products mix, higher cost of sales, higher provision for slow moving inventories and lower gain from foreign currency exchange transaction in the current quarter compared to the corresponding quarter.
The Group’s revenue for the quarter under review has decreased by 21% as compared with the preceding quarter. The decrease was mainly due to lower demand recorded for EMS, raw cables & wire, wire harness products and trading segments. The Group profit before tax for the current quarter has declined by 69% as compared to preceding quarter. The decrease was mainly due to lower revenue and lower margin of products mix, higher cost of sales, higher operating expenses, lower scrap sales, higher provision of impairment for trade receivables, higher provision for slow moving inventories, lower foreign currency translation gain and investment income.
Prospects:
Continuous shortage of certain electronics component as well as any drastic fluctuation of Ringgit Malaysia against USD will be the main factors affecting its performance in the near future. The revenue from cable assembly & wire harness ( 3%) activities in Thailand will remain flat during the year. Management doesn't expect significant growth from trading segment in the near future due to lack of attractive electronics products from parent company. Based on the foregoing, the Group expect a flat performance during the year.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:
the forecasted growth of a company must > 14% per year
I wish to convince readers to learn FA in order to make money from stock market.
I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/
Final decision is always yours, thank you.
James Ng
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Created by James Ng | Sep 18, 2024