James的股票投资James Share Investing

[转贴] [ROHAS TECNIC BHD:持乐观态度,预计罗哈斯德力今年将呈现健康增长,受美元汇率和金属价格走势的影响(如果没有显着恶化)] - James的股票投资James Share Investing

James Ng
Publish date: Sun, 10 Feb 2019, 01:08 PM

[ROHAS TECNIC BHD:持乐观态度,预计罗哈斯德力今年将呈现健康增长,受美元汇率和金属价格走势的影响(如果没有显着恶化)]

在本季度与去年同期相比,罗哈斯德力收入增加68.4%至7,790万令吉,但营业利润下降29.1%至720万令吉。罗哈斯德力的EPCC部门本季度收入为4,490万令吉,较上一个相应期间的320万令吉增加4,170万令吉或1,314%,主要来自EPCC工程在孟加拉国及马来西亚的贡献(占集团总收入的57.6%)。其他业务活动收入为330万令吉,较上一个相应期间的180万令吉增加了140万令吉或78.4%,主要来自变电站结构的制造。由于塔楼交付量减少,塔楼制造部门的收入为2980万令吉,较上一个相应期间的4130万令吉减少了1150万令吉或27.8%。

截至目前期间,与去年同期相比,罗哈斯德力收入增加66.7%至2.553亿令吉,营业利润增加21.0%至3040万令吉。集团的EPCC部门贡献收入1.334亿令吉,较上一个相应期间的2,630万令吉增加1.041亿令吉或407.1%,主要来自孟加拉国和马来西亚的EPCC工程,贡献52.2%的集团总收入。其他业务活动的收入为1,270万令吉,较上一个相应期间的560万令吉增加了710万令吉或126.2%,主要来自变电站结构的制造。由于塔楼的交付量减少,塔楼制造部门的收入为1.091亿令吉,较上一个相应期间的1.212亿令吉减少了1210万令吉或10.0%。

比起上一季度,集团收入减少的主要原因是电信部门特别是塔楼制造部门减少了1,100万令吉或82.3%,因交付量减少。来自其他业务活动部门的收入也主要由于变电站结构的制造减少了420万令吉或55.8%。 EPCC部门的收入较高,提高了270万令吉或6.5%。

前景:
他们普遍持乐观态度,预计罗哈斯德力今年将呈现健康增长,受美元汇率和金属价格走势的影响(如果没有显着恶化)。
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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

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地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
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有兴趣的朋友,可以电邮或PM FB page联络我
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James Ng
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[ROHAS TECNIC BHD: generally optimistic the Group will show healthy growth this year, subject to the dollar exchange rate and metal price trends not deteriorating significantly from expectations]

In the current quarter under review compared to preceeding corresponding period, the Group achieved a higher revenue by 68.4% at RM77.9 million but recorded a drop in operating profit by 29.1% at RM7.2 million. The Group's EPCC segment contributed to a revenue of RM44.9 million in the current quarter, an increase by RM41.7 million or 1,314% from the preceding corresponding period of RM3.2 million, which was mainly contributed from EPCC works done in Bangladesh and Malaysia that contributed to 57.6% of total Group revenue. Revenue from other business activities of RM3.3 million also increased by RM1.4 million or 78.4% from the preceding corresponding period of RM1.8 million, mainly from fabrication of electrical substation structure. Revenue from tower fabrication segment of RM29.8 million, decreased by RM11.5 million or 27.8% from the preceding corresponding period of RM41.3 million, due to decrease in deliveries of towers.

In the current period to date compared to preceeding corresponding period, the Group achieved a higher revenue by 66.7% at RM255.3 million and recorded an increase in operating profit by 21.0% at RM30.4 million. The Group's EPCC segment contributed to revenue of RM133.4 million, an increase by RM104.1 million or 407.1% from the preceding corresponding period of RM26.3 million, which was mainly contributed from EPCC works done in Bangladesh and Malaysia that contributed to 52.2% of total Group revenue. Revenue from other business activities of RM12.7 million also increased by RM7.1 million or 126.2% from the preceding corresponding period of RM5.6 million mainly from fabrication of electrical substation structure. Revenue from tower fabrication segment of RM109.1 million, decreased by RM12.1 million or 10.0% from the preceding corresponding period of RM121.2 million, due to decrease in deliveries of power transmission towers.

Compared to the preceding quarter, the decrease in group revenue were mainly contributed by decreased in tower fabrication segment specifially in the telecommunication segment by RM11.0 million or 82.3% due to lower deliveries. Revenue from other business activities segment also decreased mainly from fabrication of electrical substation structure by RM4.2 million or 55.8%. The EPCC segment had a higher revenue recognised by RM2.7 million or 6.5%.

Prospects:
They are generally optimistic the Group will show healthy growth this year, subject to the dollar exchange rate and metal price trends not deteriorating significantly from expectations.
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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%

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/

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

James Ng

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