James的股票投资James Share Investing

[转贴] [ENRA GROUP BHD:在巴生谷探索几个房地产开发机会,重点主要是有地产和住宅项目,价格范围为每单位 RM500K 至 RM600K,预计能源服务行业仍将保持强势] - James的股票投资James Share Investing

James Ng
Publish date: Tue, 13 Nov 2018, 01:39 PM

[ENRA GROUP BHD:在巴生谷探索几个房地产开发机会,重点主要是有地产和住宅项目,价格范围为每单位 RM500K 至 RM600K,预计能源服务行业仍将保持强势]

截至2018年6月30日止的季度,这集团的持续经营税前利润为387万令吉,而Q1FY18利润为158万令吉,主要是由于能源服务部门的贡献较高。由于客户季节性需求(催化剂)的利润增加,能源服务部门的税前利润为847万令吉,而去年同期则为379万令吉。由于卖掉Holiday Plaza和Shamelin Business Centre的部分费用被扣除,投资控股部门的亏损额增加了343万令吉。

这季度而言,这集团的持续经营业务录得除税前溢利387万令吉,而上一季度则录得亏损216万令吉,主要由于化工贸易业务利润增加所致。

前景:
预计 2018 年马来西亚的预期增长率为 5.5%-6.0%,本地业务预计今年将实现更好的增长。在全球方面,由于 3.1%的预期增长率,全球商业活动可能会在 2018 年出现更高的增长。这集团业务部门的前景如下:

(a)房地产开发:
对于 FY18 / 19,这集团正在巴生谷探索几个房地产开发机会。重点主要是有地产和住宅项目,价格范围为每单位 RM500K 至 RM600K。

(b)能源服务:
该部门将继续作为这集团于 FY18/19 的主要收入及盈利贡献者。受全球油价提高至每桶 70 美元左右以及能源公司恢复资本支出计划的推动,预计该行业仍将保持强势,但激烈的竞争和不断上升的投入成本将继续对经营利润率施加一定压力。通过积极的营销策略,改善供应链管理,审慎和负责任的支出,通过坚决努力应对这些因素,这集团预计该部门今年业绩将更好。

(c)工程,建筑和制造:
只要有机会,该部门将继续积极竞标合约,以加强他们的订单,同时专注于现有项目的执行。这集团将积极探索新的收入增长来源,以便在未来为这一新市场创造更多经常性和可持续的收入。
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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 RM0.86 in 2 months 30 days, total return is 20.3%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.885 in 4 months 11 days, total return is 11.3%

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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地点:Kuching

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James Ng
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[ENRA GROUP BHD: exploring few property development opportunities in Klang Valley, the focus is mainly on landed properties and housing projects in the price range of RM500K to RM600K per unit, energy services sector is expected to remain robust]

For the quarter ended 30 June 2018, the Group recorded a higher profit before taxation from continuing operations of RM3.87 million as compared to Q1FY18 of RM1.58 million mainly on higher contribution from energy services division. Energy services division recorded a profit before taxation of RM8.47 million as compared to RM3.79 million in same quarter in previous year, owing to higher profit from seasonal catalyst demand by a customer. Investment holdings division showed a higher loss by RM3.43 million due to some defraying cost of disposal of Holiday Plaza and Shamelin Business Centre.

For the financial quarter under review, the Group's continuing operations recorded a profit before taxation of RM3.87 million as compared to loss of RM2.16 million in the immediate preceding quarter, mainly due to higher profit in chemical trading business.

Prospects:
With the expected growth rate of 5.5%-6.0% in 2018 for Malaysia, local businesses are expected to record better growth for the year. On the global front, global business activities may see higher growth for 2018 on the back of an expected growth rate of 3.1%. The prospects of the Group's business segments are as follows:

(a) Property development:
For the FY18/19, the Group is exploring few property development opportunities in Klang Valley. The focus is mainly on landed properties and housing projects in the price range of RM500K to RM600K per unit.

(b) Energy services:
The segment will remain as the leading revenue and earnings contributor to the Group in FY18/19. Buoyed by improving global oil price at around USD70 per barrel and the resumption of capital expenditure programme by the energy players, this sector is expected to remain robust but nonetheless, intense competition and escalating input costs will continue to exert some pressure on the operating margins. With the determined effort to counter these factors through aggressive marketing strategies, improvement in supply chain management, prudent and responsible spending, the Group anticipates the current year performance for the segment to be better.

(c) Engineering, construction and fabrication:
This segment will continue to aggressively bid for contracts whenever the opportunity arises to enhance their order book and at the same time focus on the execution of existing projects. The Group will actively explore new sources of revenue growth to create more recurring and sustainable income in the future for this new segment.
------------------------------------------------
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 RM0.86 in 2 months 30 day, total return is 20.3%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.885 in 4 months 11 days, total return is 11.3%

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/181439.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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