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[转贴] [COCOALAND HOLDINGS BHD:不断上涨的材料和生产成本以及马来西亚令吉对外币的波动性] - James的股票投资James Share Investing

James Ng
Publish date: Sun, 21 Oct 2018, 06:18 PM

[COCOALAND HOLDINGS BHD:不断上涨的材料和生产成本以及马来西亚令吉对外币的波动性]

首6个月,可口食品录得收入为1.269亿令吉,较上一年同期的1.271亿令吉略微减少20万令吉或0.16%。销售额下降主要是由于低迷合约制造业务的饮料产品需求,以及来自海外市场的cocopie需求疲软。

可口食品累计2个季度的税前利润为1,820万令吉,较去年同期的2,220万令吉减少18.0%。下降主要是由于马来西亚令吉兑主要外币走强,劳工成本上升以及产品展览和促销支出增加。可口食品主要营运业务部门的表现概述如下:

制造业部门:
制造部门录得较低收入,主要由于过去6个月内合约制造业务中饮料产品销售下降所致。税前利润减少主要是由于生产劳动力和燃料成本上升所致。

交易部门:
交易部门的税前利润略有改善,主要是由于支付的销售佣金减少。

可口食品本季度收入略低收于6260万令吉,较上一季度下降2.73%。这主要是由于胶粘产品需求下降所致。本季度税前利润较前一季度减少32.97%至730万令吉,主要是由于工厂管理费用和产品展示及促销支出增加所致。

前景:
可口食品认为,由于各种国内及全球不明朗因素导致消费者信心低落,预计整体商业环境仍将面临挑战。不断上涨的材料和生产成本以及马来西亚令吉对外币的波动性是可口食品关注的一些因素。
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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 RM0.96 in 2 months 7 day, total return is 34.3%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 in 3 months 18 day, total return is 15.7%

3) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.47 in 3 months 11 day, total return is 13.8%

4) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.16 (dividend RM0.0215) in 2 months 20 day, total return is 5.6%

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

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James Ng
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[COCOALAND HOLDINGS BHD: rising materials and production costs as well as the volatility of Ringgit Malaysia against foreign currencies]

For the first 6 months under review, the Group reported a revenue of RM 126.9 million, a marginally decrease of RM 0.2 million or 0.16% as compared to RM 127.1 million in the preceding year’s corresponding period. The lower sales were substantially due to sluggish demand for beverage products of Contract Manufacturing Business, along with softer demand for cocopie from overseas market.

The Group registered a profit before tax of RM 18.2 million for the first cumulative 2 quarters which represents 18.0% decrease from the RM 22.2 million achieved in the previous corresponding period. The decline were mainly attributable to the strengthening of our Ringgit Malaysia against major foreign currencies, rising labour costs coupled with higher product exhibition and promotion expenditure. The performance of the major operating business segments of the Group is summarized as follows:-

Manufacturing segment:
Lower revenue was recorded by manufacturing segment mainly attributable to declining sales of beverage products in its Contract Manufacturing Business during the first 6 months under review. The decrease in profit before tax was mainly due to rising production labour and fuel costs incurred.

Trading segment:
The profit before tax had slightly improved in trading segment which mainly attributable to lower sales commission paid.

The Group registered a marginally lower revenue of RM 62.6 million for the current quarter, a decline of 2.73% from the immediate preceding quarter. This was mainly driven by decline in demand from gummy products. Profit before tax of the current quarter decreased by 32.97% to RM 7.3 million as compared to the immediate preceding quarter was principally attributable to the increase in factory overhead and product exhibition and promotional expenditure.

Prospects:
The Group is of the view that overall business environment is expected to remain challenging as a result of low consumer sentiment due to various domestic and global uncertainties. Rising materials and production costs as well as the volatility of Ringgit Malaysia against foreign currencies are some of the factors that the Group is concerned about.
------------------------------------------------
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 RM0.96 in 2 months 7 day, total return is 34.3%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 in 3 months 18 day, total return is 15.7%

3) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.47 in 3 months 11 day, total return is 13.8%

4) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.16 (dividend RM0.0215) in 2 months 20 day, total return is 5.6%

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/

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/178572.jsp by date.

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

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Final decision is always yours, thank you.

James Ng

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