James的股票投资James Share Investing

[转贴] [STAR MEDIA GROUP BHD,受到槟城印刷厂裁员的影响] - James的股票投资James Share Investing

James Ng
Publish date: Tue, 21 Aug 2018, 08:23 AM

[STAR MEDIA GROUP BHD,受到槟城印刷厂裁员的影响]

印刷和数字 - 2018年第二季度大选后广告支出的势头有所下降。尽管有世界杯等积极事件,市场情绪转为谨慎模式。累积的负面效应影响了星报出版的收入。尽管市场状况不好,但他们在2018年第二季度创造了税前利润为236万令吉,而2017年第二季度则为305万令吉。

广播 - 无线电部门无法避免2018年第二季度广告支出的放缓。尽管收入下降,但他们在2018年第二季度创造了税前利润为23万令吉,而 2017年第二季度为73万令吉。

活动及展览 - 该部门于二零一八年第二季录得较高的税前利润为21万令吉,而2017年第二季则为13万令吉,尽管收入下跌1.1%。

截至2018年6月30日止的6个月公司及附属公司的表现(对比2017年6月30日的表现):
2018年上半年集团的税前利润增加至1,984万令吉,尽管集团收入下降11.6%,但被印刷资产减值及MSS / ERO导致成本节约以及数字及活动及展览收入增加所抵消。

打印和数字 - 该部门2018年上半年的税前利润为1,933万令吉,而2017年上半年则为1,106万令吉,尽管收入下降了12.7%。该部门的利润也受到其OTT企业dimsum.my的损失的影响。

广播 - 广播在2018年上半年实现收入1537万令吉,而2017年上半年则为1,735万令吉。

活动和展览 - 由于收入增加和成本管理更好,税前利润从2017年上半年的5万令吉增加至2018年上半年的289万令吉。

与2018年第1季度相比,集团2018年第2季度的税前利润较低为225万令吉,2018年第2季度的集团收入从2018年第1季度的1.0903亿令吉减少至9949万令吉,主要是由于印刷收入减少。

前景:
印刷和数字部门的业绩将受到槟城印刷厂裁员的影响。
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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 RM2.75 in 1 month 12 days, total return is 26.7%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.825 in 8 days, total return is 15.4%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.90 in 1 month 19 days, total return is 13.2%

4) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 in 1 month 19 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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[STAR MEDIA GROUP BHD, affected by the retrenchment exercise for their Printing plant in Penang]

Print and Digital – 2Q 2018 saw a drop in momentum in ad spending after the general election. Market sentiment turned to cautious mode despite positive event such as the World Cup. The cumulative effect had impacted their revenue. Despite the market condition, they managed to generate profit before tax of RM2.36 million in 2Q 2018 as compared to RM3.05 million in 2Q 2017.

Radio – Radio segment is not spared from the slow-down in ad spending in Q2 2018. Despite the drop in revenue, they managed to record a profit before tax of RM0.23 million in 2Q 2018 as compared to RM0.73 million in 2Q 2017.

Event and exhibition – This segment recorded a higher profit before tax of RM0.21 million in 2Q 2018 as compared to RM0.13 million in 2Q 2017 even though the revenue declined by 1.1%.

Performance of the company and subsidiaries for 6 months ended 30 June 2018 vs 30 June 2017:-
Group profit before tax in 1H 2018 increased to RM19.84 million despite the 11.6% decline in Group revenue due to cost savings arising from impairment of printing assets and MSS/ERO and higher Digital and Events and Exhibitions revenue.

Print and Digital – This segment recorded a higher profit before tax of RM19.33 million in 1H 2018 as compared to RM11.06 million in 1H 2017 even though the revenue declined by 12.7%. This segment‟s profit was also impacted by the losses from their OTT venture, dimsum.my.

Radio – Radio managed to generate revenue RM15.37 million in 1H 2018 as compared to RM17.35 million in 1H 2017.

Event and exhibition – As a result of higher revenue and better cost management, profit before tax increased to RM2.89 million in 1H 2018 from RM0.05 million in 1H 2017.

Group recorded a lower profit before tax of RM2.25 million in 2Q 2018 as compared to 1Q 2018. Group revenue for 2Q 2018 decreased to RM99.49 million from RM109.03 million in 1Q 2018 mainly due lower print revenue.

Prospects:
The Print and Digital segment's results will be affected by the retrenchment exercise for their Printing plant in Penang.
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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 RM2.75 in 1 month 12 days, total return is 26.7%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.825 in 8 days, total return is 15.4%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.90 in 1 month 19 days, total return is 13.2%

4) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 in 1 month 19 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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