[7-ELEVEN MALAYSIA HOLDINGS BHD：营运条件会随着预期的消费者信心升高而改善]

2Q18 vs 2Q17:
大马7-11本季度的收入为5.576亿令吉，较去年同期的5.552亿令吉增加了240万令吉或0.4％。收入的增长继续受到新店增长和更好的消费者促销活动的推动。

毛利润为1.83亿令吉，较去年同期增加400万令吉或2.2％。这主要归因于收入增加和毛利率改善0.6％。毛利率的改善归因于大多数产品类别的毛利率较高。

由于员工成本下降，本季度的行政及其他营运开支减少10万令吉或2.7％。收入增加，毛利率改善及其他营业收入导致大马7-11的税后利润为1,310万令吉，较去年同期增加300万令吉或29.4％。

YTD18 vs YTD17:
截至2018年6月30日止六个月，大马7-11的收入为10.9亿令吉，较去年同期的10.8亿令吉增加1,560万令吉或1.4％。新店铺和消费者促销活动的增长推动了收入的增长。

与去年同期相比，毛利润增加了1520万令吉或4.5％。这主要归功于收入增长和毛利率扩张0.9％。其他营业收入较上年同期增加380万令吉或6.3％。由于大部分产品类别的利润贡献增加，大马7-11的税后利润较去年同期增加390万令吉或21.6％。

2Q18 vs 1Q18：
大马7-11第二季度的税前利润较前一季度增加50.1％，主要是由于销售额增加，毛利率，被其他营业收入减少，行政及其他营运开支及销售及分销开支增加所抵消。

前景：
董事会认为，预计下一季度的营运条件会随着预期的消费者信心升高而改善。他们希望通过追求卓越运营，成本管理和商业创新的核心战略支柱，在下一季度看到进一步的改进。
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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 RM0.845 in 2 months 24 day, total return is 18.2%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.88 in 4 months 4 day, total return is 10.7%

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。

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James Ng
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[7-ELEVEN MALAYSIA HOLDINGS BHD: trading conditions for the next quarter are expected to improve with the anticipated heightened consumer sentiment]

2Q18 vs 2Q17:
The Group’s revenue for the current quarter of RM557.6 million grew by RM2.4 million or 0.4% against the corresponding quarter’s revenue in the previous year of RM555.2 million. The growth in revenue continued to be driven by the growth in new stores and better consumer promotion activity.

Gross profit of RM183.0 million improved by RM4.0 million or 2.2% compared to the corresponding quarter in the previous year. This was mainly attributed to the increase in revenue and improvement in gross margin by 0.6% points. The improvement in gross margin was attributed to higher gross profit margins across most categories.

Administrative and other operating expenses for the quarter decreased by RM0.1 million or 2.7% due to lower staff cost. The increase in revenue, gross margin improvement and other operating income resulted in the Group's profit after tax of RM13.1 million, an increase of RM3.0 million or 29.4% as compared to the corresponding quarter in previous year.

YTD18 vs YTD17:
For the 6 months ended 30 June 2018, the Group’s revenue of RM1.09 billion grew RM15.6 million or 1.4% against the corresponding period in the previous year of RM1.08 billion. The growth in revenue was driven by the growth in new stores and consumer promotion activity.

Gross profit improved by RM15.2 mil or 4.5% compared to the corresponding period in the previous year. This was mainly attributed to the revenue growth and gross profit margin expansion of 0.9% points. Other operating income grew by RM3.8 million or 6.3% compared to the corresponding period in the previous year. The Group's profit after tax recorded RM3.9 million or 21.6% increased against the corresponding period in the previous year driven by higher profit contribution amongst most product categories.

2Q18 vs 1Q18:
The Group's profit before tax for the second quarter increased by 50.1% against the immediate preceeding quarter mainly due to higher sales achieved, GP margin, offset by lower other operating income, higher administrative and other operating expenses and selling and distribution expenses incurred.

Prospects:
The Board of Directors is of the view that the trading conditions for the next quarter are expected to improve with the anticipated heightened consumer sentiment. They expect to see further improvements in the next quarter by pursuing their core strategy pillars of Operations Excellence, Cost Management and Commercial Innovation.
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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 RM0.845 in 2 months 24 day, total return is 18.2%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.88 in 4 months 4 day, total return is 10.7%

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/

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Final decision is always yours, thank you.

James Ng