[HEVEABOARD BHD:全球商业环境面临挑战,因为刨花板产能增加,宏观经济条件也因中美之间的贸易战而高度不确定]
刨花板制造业:
与去年同期相比,本期间报告的收入和税前利润减少了3117万令吉或18.21%和1838万令吉或63.56%。收入和税前利润较低主要是由于中美贸易战造成的刨花板市场低迷,美元/马来西亚令吉汇率下降以及本报告期内原材料成本较上年同期增加。
RTA制造业:
与去年同期相比,本期间报告的收入和税前利润减少了5797万令吉或24.07%和2634万令吉或97.26%。收入和税前利润较低主要是由于期内外籍工人严重短缺,导致运营成本增加,因为无法达到最佳生产能力,未能达到确定订单。此外,与去年同期相比,本报告期内美元/马来西亚令吉汇率的削弱也影响了收入和利润。
真菌栽培:
此期间报告的收入和税前亏损分别为24万令吉和111万令吉。收入和税前亏损较低主要是由于启动成本和仅在2018年6月开始商业收成。
亿维雅截至2018年9月30日止本季度的收入及税前利润分别为1.0171亿令吉及339万令吉,较去年2017财年的相应季度同期分别减少1630万令吉或13.82%及465万令吉或57.83% 。
截至2018年9月30日止9个月,亿维雅的收入及税前利润分别为3.231亿令吉及1,017万令吉,分别比2017财年的同期减少8,890万令吉或21.58%及4544万令吉或81.71%。
亿维雅本季度的PBT报告为339万令吉,而截至2018年6月30日的前一季度则为439万令吉,减少100万令吉或22.78%,主要由于RTA部门劳工短缺的溢出效应。
前景:
目前全球商业环境面临挑战,因为刨花板产能增加,宏观经济条件也因中美之间的贸易战而高度不确定。然而,董事会认为,随着刨花板行业继续专注于开发更高价值的产品,更好地管理成本和效率,亿维雅应该能够应对未来的挑战。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.04 in 1 month 7 days, total return is 30%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.945 in 6 months 22 days, total return is 18.9%
c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.14 in 1 month, total return is 18.1%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.18 (dividend RM0.0375) in 3 months 9 days, total return is 17.3%
e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 25 days, total return is 17.1%
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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[HEVEABOARD BHD: global business environment is currently challenging due to additional particleboard capacities coming on stream and the macroeconomic condition is also highly uncertain with the trade war prevailing between US and China]
Particleboard Manufacturing Sector:
The revenue and profit before tax reported for this period decreased by RM31.17 million or 18.21% and RM18.38 million or 63.56% as compared to the same period last year. The lower revenue and profit before tax were mainly due to the soft particleboard market sentiment caused by the trade war between USA and China, weakened USD/MYR exchange rate and the increase in raw material cost during this reporting period as compared to the same period last year.
RTA Manufacturing Sector:
The revenue and profit before tax reported for this period decreased by RM57.97 million or 24.07% and RM26.34 million or 97.26% as compared to the same period last year. The lower revenue and profit before tax were mainly due to the critical shortage of foreign workers during the period and had resulted in higher operational costs as optimum production capacity could not be achieved and firm orders not met. In addition, the weakened USD/MYR exchange rate had also impacted the revenue and profit during this reporting period as compared to the same period last year.
Fungi Cultivation:
The revenue and loss before tax reported for this period were RM0.24 million and RM1.11 million. The low revenue and loss before tax were mainly due to the start-up cost and the commercial harvest had only commenced in June 2018.
The revenue and profit before tax of the Group for the current quarter ended 30 September 2018 were RM101.71 million and RM3.39 million, a decrease of RM16.30 million or 13.82% and RM4.65 million or 57.83% respectively as compared with the corresponding quarter in FYE 2017.
For the 9 months ended 30 September 2018, the revenue and profit before tax for the Group were RM323.10 million and RM10.17 million, a decrease of RM88.90 million or 21.58% and RM45.44 million or 81.71% respectively as compared to the corresponding period in FYE 2017.
The Group reported a PBT of RM3.39 million for the current quarter as compared to RM4.39 million for the immediately preceding quarter ended 30 June 2018, a decrease of RM1.00 million or 22.78% due mainly to the spillover effect of labour shortage situation at RTA sector.
Prospects:
The global business environment is currently challenging due to additional particleboard capacities coming on stream and the macroeconomic condition is also highly uncertain with the trade war prevailing between US and China. The Board is however of the opinion that with the particleboard sector continuing to focus on developing higher value products, better managing cost and efficiencies, the Group should be able to manage the challenges ahead.
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James Ng Stock Pick Performance:
Since Recommended Return:
a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.04 in 1 month 7 days, total return is 30%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.945 in 6 months 22 days, total return is 18.9%
c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.14 in 1 month, total return is 18.1%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.18 (dividend RM0.0375) in 3 months 9 days, total return is 17.3%
e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 25 days, total return is 17.1%
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/191192.jsp by date.
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James Ng
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Created by James Ng | Sep 18, 2024