James的股票投资James Share Investing

[转贴] [PRESS METAL ALUMINIUM HOLDINGS BHD,通过合资企业继续纵向加强自身生产预焙碳阳极,该工厂正在建设中] - James的股票投资James Share Investing

James Ng
Publish date: Sun, 19 Aug 2018, 12:41 PM

[PRESS METAL ALUMINIUM HOLDINGS BHD,通过合资企业继续纵向加强自身生产预焙碳阳极,该工厂正在建设中]

集团收入由2017年第二季度的19.6亿令吉增加至2018年第二季度的24.4亿令吉,增加4亿8,262万令吉或24.7%。 2018年第二季度的收入增加主要是由于Leader Universal Aluminium Sdn. Bhd.于2018年3月30日被收购,其中LUA的收入已于2018年第二季度合并入齐力的收入。本季度收入增加亦是由于金属价格较高(比起2017年第二季度)。相应地,税前利润(“PBT”)也从RM2.0937亿增加到2.2142亿令吉,增加了1205万令吉或5.8%。该改善主要由于收购事项已完成及金属价格上涨所致。

与上一季度相比,由于收购及金属价格走强,集团PBT已从2018年第一季度的2.1024亿令吉增加至2018年第二季度的2.2142亿令吉,增加了1118万令吉或5.3%。

前景:
在内部,他们通过与中国的Sunstone Development Co., Ltd的合资企业继续纵向加强自身生产预焙碳阳极,这是他们冶炼活动的关键原材料。该工厂正在建设中,并将在2018财年最后一个季度进行调试。

他们计划从冶炼业务中增加其增值产品的计划正在顺利进行,他们正努力在年底前实现50%的贡献。因此,除非出现不可预见的情况,董事会预计齐力将在今年剩余时间内取得令人满意的业绩。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.77 in 1 month 9 days, total return is 27.6%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.905 in 1 month 16 days, total return is 13.8%

3) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.755 in 5 days, total return is 5.6%

4) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 in 1 month 16 days, total return is 3.6%

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

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 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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[PRESS METAL ALUMINIUM HOLDINGS BHD, joint venture for the manufacturing of pre-baked carbon anodes, the plant is under construction]

The Group revenue increased from RM1.96 billion in Q2 2017 to RM2.44 billion in Q2 2018, representing an increase of RM482.62 million or 24.7%. Higher revenue generated in Q2 2018 was mainly due to the completion of Leader Universal Aluminium Sdn. Bhd. (“LUA”) acquisition (the “Acquisition”) on 30 March 2018 where LUA’s revenue has been consolidated into the Group revenue in Q2 2018. Higher revenue in the current year quarter was also due to the higher metal price as compared to Q2 2017. Correspondingly, profit before tax (“PBT”) has also increased from RM209.37 million to RM221.42 million, increased by RM12.05 million or 5.8%. Such improvement was mainly due to the completion of the Acquisition and higher metal price as explained above.

Compared to the preceding quarter, the Group PBT has shown an increase of RM11.18 million or 5.3% from RM210.24 million in Q1 2018 to RM221.42 million in Q2 2018 as a result of the Acquisition and stronger metal price.

Prospects:
Internally, they continue to strengthen themselves vertically through their joint venture with Sunstone Development Co., Ltd in China for the manufacturing of pre-baked carbon anodes which is a key raw material for their smelting activities. The plant is under construction and on-track for commissioning in the last quarter of FY2018.

Their plan to increase their value-added products from their smelting operations is panning out well and they are on their way to achieve 50% contribution by the end of the year. So, barring unforeseen circumstances, the Board expects the Group to achieve a satisfactory result for the remaining of the year.
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James Ng Stock Pick Performance:
Since Recommended Return:

1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.77 in 1 month 9 days, total return is 27.6%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.905 in 1 month 16 days, total return is 13.8%

3) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.755 in 5 days, total return is 5.6%

4) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 in 1 month 16 days, total return is 3.6%

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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