James的股票投资James Share Investing

[转贴] [MEDIA PRIMA BHD:继续转型之旅,最大化可用资产并利用其强大品牌广泛影响力,加快努力以加速创收计划,捍卫传统收入来源的转型历程,同时加大力度增加新的收入来源] - James的股票投资James Share Investing

James Ng
Publish date: Tue, 25 Sep 2018, 11:20 AM

[MEDIA PRIMA BHD:继续转型之旅,最大化可用资产并利用其强大品牌广泛影响力,加快努力以加速创收计划,捍卫传统收入来源的转型历程,同时加大力度增加新的收入来源]

由于核心广告收入以及商业收入在节日期间开始增加的势头,因此18财年第2季度的集团收入较上一季度(1QFY18)增加了6,170万令吉或22%。 2QFY18对1QFY18各自业务平台的表现如下:

a)电视网络 - 收入比上一季度增加47%,主要是由于广告收入增加,与节日季节一致。

b)NSTP - 数字广告和教育服务收入的增加能够部分抵消传统收入的下降。

c)户外 - 由于在2QFY18使用新完成的存货,因此2QFY18的收入与上一季度相比增加了22%。

d)无线电网络 - 18财年第2季度的收入与上一季度持平。

e)数字媒体 - 与上一季度相比,收入增长了28%。

f)内容创建 - 与上一季度相比,2QFY18收入增长了5%,这主要归功于更强的内容制作收入。

g)家庭购物 - 继续令人鼓舞的增长,由于产品数量的增长以及在UnifiTV上推出新频道的更好存在,18财年第2季度的收入比1QFY18增长了18%。

由于数字广告,内容和商业收入的增加,2018年6月30日财政期间的收入与上一财政期间相比增长了4%。首要媒体于1HFY18的PAT为870万令吉,而同期的LAT为1.797亿令吉。与去年财政期间相比,2018年6月30日财政期间各平台的表现如下:

a)电视网络 - 较低的adex占据在Free-to-Air(“FTA”)电视部门,导致收入减少6%。

b)NSTP - 与同期相比收入减少13%。

c)户外 - 数字网站点阅量增加导致同期增长6%。

d)无线电网络 - 收入比同期下降3%。

e)数字媒体 - 收入的显着增长主要来自于2017年8月收购的Rev Asia的数字广告收入。

f)内容创建 - 内容生产成本降低,导致18财年上半年收入下降8%。

g)家庭购物 - 由于MyTV 24小时传输所带来的曝光率较高,以及与同期相比,18财年上半年的现场节目数量增加,家庭购物业务增长了61%,导致销售额增加。

前景:
首要媒体将继续其转型之旅,并通过最大化可用资产并利用其在数字和非数字平台上的强大品牌广泛影响力,加快努力以加速创收计划。为保持弹性和相关性,首要媒体致力于捍卫传统收入来源的转型历程,同时加大力度增加新的收入来源。这些努力的基础是在几个关键领域,包括广播,数字出版和通过综合媒体增加商业收入的市场领导地位。同时,通过最大化现有价值链,提高生产力和效率,持续的成本管理仍然是优先考虑的,同时还要进行审慎的财务和风险管理。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.87 in 1 month 12 day, total return is 21.7%

2) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.53 in 2 months 16 days, total return is 16.6%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.90 in 2 month 23 days, total return is 13.2%

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

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:10月7日星期日
地点:Sri Petaling (KL)或Pusat Bandar Puchong(看哪个地区较多人)

日期:10月14日星期日
地点:George Town (Penang)

日期:10月21日星期日
地点:M Hotels (Kuching)

日期:10月28日星期日
地点:Johor Bahru

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

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最终决定永远是你的,谢谢。

James Ng
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[MEDIA PRIMA BHD: continue transformation journey and increase efforts to accelerate revenue generating initiatives by maximising available assets and leveraging on extensive reach via its strong brands, defending traditional revenue sources while increasing efforts in growing new revenue streams]

Group revenue for 2QFY18 increased by RM61.7 million or 22% against the immediate preceding quarter (1QFY18) as core advertising revenue as well as commerce revenue started to gain momentum in 2QFY18, in line with the festive season. The performance of the respective business platforms for 2QFY18 against 1QFY18 is as follows:

a) Television Networks – Revenue increased by 47% against preceding quarter primarily due to higher advertising revenue, in line with the festive season.

b) NSTP – Increase in digital advertising and education services revenue was able to partially offset the decline in traditional revenue.

c) Out-of-Home – Revenue for 2QFY18 increased by 22% against the immediate preceding quarter due to utilisation of newly completed inventories in 2QFY18.

d) Radio Networks – Revenue recorded in 2QFY18 was on par against the immediate preceding quarter.

e) Digital Media – Recorded growth of 28% in revenue against the immediate preceding quarter.

f) Content Creation – 2QFY18 revenue increased by 5% against the immediate preceding quarter primarily attributed to stronger content production revenue.

g) Home Shopping – Continued its encouraging growth with 2QFY18 revenue higher by 18% from 1QFY18 supported by growth in number of products offering and better presence with launching of new channel on UnifiTV.

Revenue for the financial period 30 June 2018 grew by 4% against the previous financial period due to higher revenue for digital advertising, content and commerce revenue. The Group recorded a PAT of RM8.7 million in 1HFY18 against LAT of RM179.7 million in the corresponding period. The performance of respective platforms for the financial period 30 June 2018 as compared to the comparative financial period is as follows:

a) Television Networks – Lower adex take up in the Free-to-Air (“FTA”) Television segment had led to the decrease in revenue of 6%.

b) NSTP – Lower revenue by 13% against corresponding period.

c) Out-of-Home – Growth by 6% against the corresponding period contributed by higher yield from digital sites.

d) Radio Networks – Revenue decreased by 3% against the corresponding period.

e) Digital Media – Significant increase in revenue was contributed mainly from digital advertising revenue of Rev Asia that was acquired in August 2017.

f) Content Creation – The decline in 1HFY18 revenue by 8% was mitigated by lower content production cost.

g) Home Shopping – Strong growth by 61% in the home shopping segment due to greater exposure achieved from 24 hours transmission on MyTV, as well as higher numbers of live shows in 1HFY18 as compared to the corresponding period, resulting to higher sales.

Prospects:
The Group will continue its transformation journey and increase efforts to accelerate revenue generating initiatives by maximising available assets and leveraging on extensive reach via its strong brands on digital and non-digital platforms. To remain resilient and relevant, the Group is committed to its transformation journey in defending traditional revenue sources while increasing efforts in growing new revenue streams. The foundation for these efforts are placed on several key areas which include market leadership in broadcast, digital publishing and growing commerce revenue through integrated media. Concurrently, continuous cost management by maximising existing value chain and increasing productivity and efficiency will still be priorities whilst exercising prudent financial and risk management.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.87 in 1 month 12 day, total return is 21.7%

2) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.53 in 2 months 16 days, total return is 16.6%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.90 in 2 month 23 days, total return is 13.2%

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://klse.i3investor.com/blogs/general/174563.jsp 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

If you want to join my WhatsApp group (there will be no James Ng's stock pick inside), please PM or email me your handphone number.

Final decision is always yours, thank you.

James Ng

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