James的股票投资James Share Investing

[转贴] [KUMPULAN FIMA BHD:制造部门将继续共同努力建立新的战略联盟,以开发新产品和解决方案,以补充其现有产品,种植业部门将继续专注于提高油棕种植园运营的效率和生产力,并优化生产成本] - James的股票投资James Share Investing

James Ng
Publish date: Sat, 09 Feb 2019, 12:39 PM

[KUMPULAN FIMA BHD:制造部门将继续共同努力建立新的战略联盟,以开发新产品和解决方案,以补充其现有产品,种植业部门将继续专注于提高油棕种植园运营的效率和生产力,并优化生产成本]

集团税前利润(「PBT」)较去年同期增加3150万令吉至7,227万令吉,主要由于物业,厂房及设备减值亏损大幅回拨2,360万令吉(根据Mahkamah Agung的决定)。此外,较高的集团PBT也是由于储存和食品部门的强劲表现。

制造部门:
制造部门的收入从去年的7,471万令吉减少9.9%至6,730万令吉,主要是由于在2018财年第一季度提供某些旅行证件的合同到期。

种植部门:
该部门的PBT增加到2744万令吉,比去年高出1101万令吉,主要是由于根据Mahkamah Agung的决定,对物业,厂房和设备的减值损失进行了大量回拨,金额为2,360万令吉。

储存部门:
Bulking Division的收入较去年录得的2,253万令吉增加1,449万令吉或64.3%。增加主要是由于大部分产品部门录得较高收入。随着收入的增加,该部门的PBT增加了1121万令吉,达到2,034万令吉。

食品部门:
食品部门的收入增加至6275万令吉,而上一财政年度则为6075万令吉。收入增加主要是由于tunaloin的销售额增加。该部门的PBT增加了864万令吉,而去年同期为144万令吉,主要是由于外汇收益为348万令吉(2018财年第二季度:外汇亏损为229万令吉)。

由于大部分业务收入增加,菲马集团的收入较上一季度增加3790万令吉至1.3348亿令吉。与本季度登记的收入增加一致,集团PBT增加了4,075万令吉,达到5,651万令吉,而上一季度录得1576万令吉。

制造部门:
与上一季度相比,本季度制造部门的收入增加了558万令吉或18.1%。改善主要是由于机密文件的数量增加。在收入增加以及更有利的销售组合和更高的库存拨备回拨以及保修拨备扭转180万令吉的背景下,PBT也从上一季度的441万令吉增加至目前的1,098万令吉。

种植部门:
由于CPO和CPKO的销量增加,Plantation Division本季度的收入增加了1,479万令吉,高于上一季度。根据Mahkamah Agung的决定,物业,厂房及设备的减值亏损大幅回拨2,360万令吉,和由于收入增加,PBT与上一季度相比增加了2,560万令吉。

储存部门:
Bulking Division的收入为2,072万令吉,较上一季度增加27.1%,主要来自食用油部门。与收入增加一致,PBT与上一季度相比也增加了23.8%或216万令吉。

食品部门:
食品部门的收入较上一季度增加1307万令吉或52.6%至3,791万令吉,原因是金枪鱼和tunaloin的销量增加。在收入增加的背景下,该部门的PBT比上一季度增加了692万令吉,主要归因于本季度确认的外汇收益为353万令吉。

前景:
制造部门:该部门将继续共同努力建立新的战略联盟,以开发新产品和解决方案,以补充其现有产品。

种植业部门:他们将继续专注于提高油棕种植园运营的效率和生产力,并优化生产成本。

储存部门:随着全国棕榈油库存水平的增加,预计储存需求将略有改善。该部门正在寻求与客户签订更多长期合同以及处理更高利润的产品。

食品部门:该部门将继续关注运营效率,生产力和利润率改善以及成本控制,并强调质量,服务和交付。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.87 (dividend RM0.007) in 5 months 28 days, total return is 22.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM0.97 in 1 month 24 days, total return is 21.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.96 in 7 months 9 days, total return is 20.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.16 in 1 month 17 days, total return is 20.2%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 11 day, total return is 18.8%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.19 (dividend RM0.0375) in 3 months 26 days, total return is 17.9%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 22 days, total return is 7.5%

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

【看懂年报和季报】课程
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日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Tropical Inn, Johor Bahru (包括免费2份点心,茶和咖啡)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
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James Ng
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[KUMPULAN FIMA BHD: Manufacturing Division will continue its concerted efforts to establish new strategic alliances to develop new products and solutions to complement its existing products, Plantation Division will remain focus in improving their efficiency and productivity in oil palm plantation operation and optimising production cost]

Group profit before tax ("PBT") increased by RM31.50 million to RM72.27 million as compared to the corresponding period last year, mainly due to the significant write back of impairment loss on property, plant and equipment amounting RM23.6 million pursuant to the Mahkamah Agung's decision. In addition, higher Group PBT also contributed by strong performance by bulking and food division.

Manufacturing Division:
Revenue from Manufacturing Division decreased by 9.9% to RM67.30 million from RM74.71 million last year, primarily due to expiration of the contract to supply certain travel documents in Q1 FY2018.

Plantation Division:
The division posted higher PBT of RM27.44 million, RM11.01 million higher than last year mainly due to significant write back of impairment loss on property, plant and equipment amounting RM23.6 million pursuant to Mahkamah Agung's decision.

Bulking Division:
Bulking Division recorded an increase of RM14.49 million or 64.3% higher in revenue from RM22.53 million recorded last year. The increase was mainly due to higher revenue recorded by most of products segment. In line with the increase in revenue, the division's PBT increased by RM11.21 million to RM20.34 million.

Food Division:
Food Division's revenue increased to RM62.75 million compared to RM60.75 million recorded in the previous financial year. The increase in revenue was mainly due to the higher sales of tunaloin. The division's PBT increased by RM8.64 milion as compared to RM1.44 million recorded in the same period last year mainly attributable to forex gain of RM3.48 million (Q2 FY2018: Forex loss of RM2.29 million).

The Group's revenue increased by RM37.90 million to RM133.48 million as compared to the preceding quarter, as a result of higher revenue recorded by most of the divisions. In line with higher revenue registered in the current quarter, Group PBT increased by RM40.75 million to RM56.51 million as compared to RM15.76 million recorded in the preceding quarter.

Manufacturing Division:
Manufacturing Division's revenue increased by RM5.58 million or 18.1% in the current quarter as compared to the preceding quarter. The improvement was mainly due to increased volume from confidential documents. On the back of higher revenue, coupled with more favourable sales mix and higher write back of inventories and reversal of provision for warranty by RM1.8 million, PBT has also increased from RM4.41 million in preceding quarter to RM10.98 million in current quarter.

Plantation Division:
Plantation Division's revenue for the quarter increased by RM14.79 million, higher than the preceding quarter due to higher sales volume of CPO and CPKO. As a results of higher revenue, PBT increased by RM25.60 million as compared to the preceding quarter following to the significant write back of impairment loss on property, plant and equipment amounting RM23.6 million, pursuant to Mahkamah Agung's decision.

Bulking Division:
Revenue from Bulking Division of RM20.72 million was 27.1% higher than the preceding quarter, mainly contributed by edible oil segment. In line with increase in revenue, PBT has also increased by 23.8% or RM2.16 million as compared to the preceding quarter.

Food Division:
Revenue from Food Division increased by RM13.07 million or 52.6% to RM37.91 million as compared to the preceding quarter due to higher sales volume of canned tuna and tunaloin. On the back of higher revenue, the division registered an improvement in PBT by RM6.92 million as compared to preceding quarter, mainly attributed to the forex gain of RM3.53 million recognised in the current quarter.

Prospects:
Manufacturing Division: The division will continue its concerted efforts to establish new strategic alliances to develop new products and solutions to complement its existing products.

Plantation Division: They will remain focus in improving their efficiency and productivity in oil palm plantation operation and optimising production cost.

Bulking Division: The demand for storage is expected to improve slightly with the increase in palm oil stock level nationwide. The division is looking at securing more long term contracts with customers as well as handling higher margin products.

Food Division: The division will continue to focus on operational efficiency, productivity and margin improvements, and cost control as well as emphasising on quality, service and delivery.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.87 (dividend RM0.007) in 5 months 28 days, total return is 22.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM0.97 in 1 month 24 days, total return is 21.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.96 in 7 months 9 days, total return is 20.8%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.16 in 1 month 17 days, total return is 20.2%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 11 day, total return is 18.8%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.19 (dividend RM0.0375) in 3 months 26 days, total return is 17.9%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 22 days, total return is 7.5%

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://web.facebook.com/jamesshareinvest/posts/2188967218036687 by date.

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

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

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Please Like and Share this post. Final decision is always yours, thank you.

James Ng

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