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[转贴] [MATRIX CONCEPTS HOLDINGS BHD:加强位于柔佛州居銮的Bandar Seri Impian和Seremban,Negeri Sembilan的Bandar Sri Sendayan的城市开发项目] - James的股票投资James Share Investing

James Ng
Publish date: Thu, 13 Dec 2018, 12:58 PM

[MATRIX CONCEPTS HOLDINGS BHD:加强位于柔佛州居銮的Bandar Seri Impian和Seremban,Negeri Sembilan的Bandar Sri Sendayan的城市开发项目]

截至2018年9月30日止的季度,金群利集团录得收入2.533亿令吉,较去年的2.029亿令吉增加5,040万令吉或24.8%。这主要得益于其澳大利亚M.Carnegie精品公寓项目的收入确认以及Bandar Sri Sendayan工业物业销售收入的增加。这有助于抵消Bandar Seri Impian的收入贡献减少,原因是发布时间延迟。

此外,金群利集团Matrix Global Schools,d'Tempat Country Club及d'Sora Business Boutique Hotel的投资物业的收入贡献为900万令吉,较去年之740万令吉增加了160万令吉或21.3%。学生入学率提高,俱乐部会员支出增加以及酒店入住率提高,让财务表现更为强劲。

由于收入基础扩大,金群利集团的税前利润为7,440万令吉,较上年的7,100万令吉增加340万令吉或4.8%。于二零一八年九月三十日,金群利集团未开发土地储备总值约为1,405英亩,而未开单销售额则较去年同期的11亿令吉增加至14亿令吉(上一季末为12亿令吉)。

截至2018年9月30日止季度,金群利集团实现收入2.533亿令吉,较截至2018年6月30日止的上一季度的2.3亿令吉增加10.1%。收入增长主要归因于新近完成的澳大利亚墨尔本M.Carnegie销售额的确认,以及商业和工业物业的更高销售。相应地,金群利集团截至2018年9月30日止季度的税前利润为7,440万令吉,较上一季的6,800万令吉高出9.5%,与收入确认的增加一致。

前景:
Matrix Concepts致力于加强位于柔佛州居銮的Bandar Seri Impian和Seremban,Negeri Sembilan的Bandar Sri Sendayan的城市开发项目。金群利集团亦于芙蓉附近,吉隆坡及澳洲从事其他发展项目。总体而言,截至2018年9月30日,集团持续发展的GDV为28亿令吉,而一年前则为24亿令吉。

金群利集团对其物业的需求维持乐观态度,并维持其良好的往绩及销售表现。金群利集团亦审慎评估市场需求,并策略性地推出其价格合理和价格较高的住宅,以迎合买家的偏好。金群利集团不断完善城市设施,丰富居民生活体验,提升城市价值,旨在成为综​​合城市的领先开发商。

为了满足买家对价格实惠且质量上乘的房屋的需求,集团计划在截至2019年3月31日(2019财年)的当前财政年度推出总GDV为17亿令吉的项目。其中,金群利集团于二零一八年九月三十日成功推出价值8.073亿令吉的住宅项目,即Ara Sendayan(第三期)及Tiara Sendayan 1及2位于Bandar Sri Sendayan(BSS)及Chambers KL,该集团首个位于吉隆坡市中心Jalan Putra的首个住宅高层公寓。

在FY2019剩余六个月中,集团即将推出的GDV金额为9亿令吉,其中包括BSS的Tiara Sendayan 3和4以及Ara Sendayan(第4阶段),以及Bandar Seri Impian的Impiana Bayu 3A。整体而言,金群利集团有信心凭借新推出的良好数量及持续发展的销售进度,其盈利能力将持续。

此外,金群利集团的其他投资包括34英亩的X Park,d'Sora Boutique Business Hotel,以及未来的潜在投资。这些物业将Bandar Sri Sendayan定位为一个以社区为重点的领先城市,其目的不仅是改善每个人的生活体验,还旨在创造一个来自投资物业的不断上升和经常性的收入来源。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.12 in 1 month 28 days, total return is 12.2%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.77 (dividend RM0.007) in 4 months, total return is 8.7%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.845 in 5 months 11 days, total return is 6.3%

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。

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[MATRIX CONCEPTS HOLDINGS BHD: focused on enhancing its township developments of Bandar Sri Sendayan in Seremban, Negeri Sembilan and Bandar Seri Impian in Kluang, Johor]

For the quarter ended 30 September 2018, the Group recorded revenue of RM253.3 million, an increase of RM50.4 million or 24.8% from RM202.9 million in the previous year. This was mainly contributed by revenue recognition from its M.Carnegie boutique apartment project in Australia and increased revenue contribution from sales of industrial properties at Bandar Sri Sendayan. This helped offset the lower revenue contribution from Bandar Seri Impian, attributed to the delayed timing of launches.

In addition, revenue contribution from the Group’s investment properties of Matrix Global Schools, d’Tempat Country Club and d’Sora Business Boutique Hotel amounted to RM9.0 million, increasing RM1.6 million or 21.3% higher from RM7.4 million in the previous year. The stronger performance was contributed by higher student enrolments, increased spending by club members, and increased occupancy rate of the hotel.

The Group also recorded higher profit before tax of RM74.4 million, an increase of RM3.4 million or 4.8% from RM71.0 million in the previous year, attributed to the enlarged revenue base. As at 30 September 2018, the Group's total undeveloped land bank is approximately 1,405 acres, while unbilled sales grew to RM1.4 billion compared to RM1.1 billion a year ago and RM1.2 billion as at the preceding quarter’s end.

The Group achieved revenue of RM253.3 million for the quarter ended 30 September 2018, or 10.1% higher compared to RM230.0 million in the preceding quarter ended 30 June 2018. The increase in revenue was mainly attributed to the recognition from the sales of the newly completed M.Carnegie in Melbourne, Australia, as well as higher sales of commercial and industrial properties. Correspondingly, the Group noted profit before tax of RM74.4 million for the quarter ended 30 September 2018, or 9.5% higher compared to RM68.0 million in the preceding quarter, in line with the increase in revenue recognition.

Prospects:
Matrix Concepts is focused on enhancing its township developments of Bandar Sri Sendayan in Seremban, Negeri Sembilan and Bandar Seri Impian in Kluang, Johor. The Group is also engaged in other development projects in the vicinity of Seremban, Kuala Lumpur, and Australia. Altogether, the Group’s ongoing developments amount to RM2.8 billion in GDV as at 30 September 2018, compared to RM2.4 billion a year ago.

The Group maintains a positive outlook on demand for its properties, and has sustained its strong track record and sales performance. The Group also cautiously assesses the market requirements, and strategically times the launches of its affordably-priced and higher-premium homes to cater to buyers’ preference. The Group continuously improves its township facilities to enrich the living experience of residents and enhance the value of its townships, with the aim of being the leading developer of integrated townships.

To satiate the buyers’ demand for affordable-yet-quality homes, the Group plans to launch projects with total GDV of RM1.7 billion for the current financial year ending 31 March 2019 (FY2019). Of this, the Group has successfully launched RM807.3 million worth of residential projects as at 30 September 2018, namely Ara Sendayan (Phase 3) and Tiara Sendayan 1 and 2 in Bandar Sri Sendayan (BSS), and Chambers KL, the Group’s first residential high-rise condominium and maiden foray in Kuala Lumpur city centre at Jalan Putra.

For the remaining six months of FY2019, the Group’s upcoming launches amount to RM900 million in GDV, including Tiara Sendayan 3 and 4 and Ara Sendayan (Phase 4) in BSS, and Impiana Bayu 3A in Bandar Seri Impian. Overall, the Group is confident that its profitability will be sustained with the healthy amount of new launches and sales progress of ongoing developments.

Furthermore, the Group’s other investments comprise 34-acre X Park, d’Sora Boutique Business Hotel, in addition to potential investments in the future. These properties would position Bandar Sri Sendayan as a leading community-focused township that aims to not only improve the living experience for everyone, but also to create a rising and recurring revenue stream from investment properties.
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James Ng Stock Pick Performance:
Since Recommended Return:

1) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.12 in 1 month 28 days, total return is 12.2%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.77 (dividend RM0.007) in 4 months, total return is 8.7%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.845 in 5 months 11 days, total return is 6.3%

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.

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