[DIALOG GROUP BHD:Pengerang深水码头(“PDT”)第1阶段的持续运营目前正在扩大430,000立方米,第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉]
尽管本季度收入减少28.9%(从去年同期的8.574亿令吉减到6.096亿令吉),但仍取得了较好的成绩。马来西亚本季度业务收入下降主要是由于Pengerang深水码头二期项目的工程,采购,施工和调试(“EPCC”)工程接近完成。
这集团的国际业务收入较去年同期增加,但扣除税后净利润较低主要是由于市场竞争加剧导致利润率下降。
2Q19 vs 1Q19:
这集团当前财政季度的税前利润为1.71亿令吉,较上一季度的1.386亿令吉高出23.4%。
前景:
Pengerang深水码头(“PDT”)第1阶段的持续运营目前正在扩大430,000立方米。第2A阶段,炼油和石化综合开发专用石油和石化终端(“RAPID”)于2018年11月开始商业运营的初始阶段。
2018年4月,集团与Johor Darul Ta'zim州政府和国务秘书柔佛(公司)签署了谅解备忘录,以投资和开发共同的油库设施(包括共用基础设施)和深水海洋设施,以支持和促进石油和石化产品储存和处理罐终端业务。第3阶段将在PDT内约300英亩的土地上开发,指示性初始投资成本为25亿令吉。自此,这集团继续在第3阶段取得进展 - 填海活动正在进行中,并计划于2019年底完成,并正与第三阶段的潜在客户进行积极讨论。
未来阶段还将有大约500英亩的土地余额。除了Langsat Terminal(One)Sdn. Bhd.和Langsat Terminal(Two)Sdn. Bhd.的容量为647,000立方米,他们也在扩建Langsat Terminal(Three)Sdn. Bhd.成一个30万立方米的存储设施,根据他们的战略增加建立可持续和经常性收入。
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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 RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%
c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%
d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%
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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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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为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。
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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这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。
James Ng
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[DIALOG GROUP BHD: the ongoing operations of Pengerang Deepwater Terminals ("PDT") Phase 1 is currently being expanded by 430,000 m3, phase 3 will be developed on approximately 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion]
The better result was achieved despite a 28.9% decrease in revenue to RM609.6 million for the current quarter from RM857.4 million recorded in the corresponding quarter last year. The revenue from their Malaysian operations for the current quarter was lower primarily due to near completion of the Engineering, Procurement, Construction and Commissioning ("EPCC") works in Pengerang Deepwater Terminals Phase 2 projects.
The Group’s International operations’ revenue was higher as compared to the corresponding quarter last year, but recorded a lower net profit after tax mainly due to reduced margins as a result of increased market competition.
2Q19 vs 1Q19:
The Group’s profit before tax for the current financial quarter of RM171.0 million was 23.4% higher compared to RM138.6 million recorded in the preceding quarter.
Prospects:
The ongoing operations of Pengerang Deepwater Terminals ("PDT") Phase 1 is currently being expanded by 430,000 m3. Phase 2A, the dedicated petroleum and petrochemicals terminal for Refinery and Petrochemical Integrated Development ("RAPID") commenced its initial stages of commercial operations in November 2018.
In April 2018, the Group signed a Memorandum of Understanding with the State Government of Johor Darul Ta’zim and the State Secretary, Johor (Incorporated) to invest and develop common tankage facilities (including shared infrastructure) and deepwater marine facilities to support and promote the petroleum and petrochemicals storage and handling tank terminal business. Phase 3 will be developed on approximately 300 acres of land within PDT with an indicative initial investment cost of RM2.5 billion. Since then, the Group has continued to make progress for Phase 3 - land reclamation activities are in progress and is scheduled for completion at end of 2019, and they are in active discussions with potential customers for Phase 3.
There will also be a balance of approximately 500 acres available for future phases. In addition to Langsat Terminal (One) Sdn. Bhd. and Langsat Terminal (Two) Sdn. Bhd.'s capacity of 647,000 m3, they are also expanding Langsat Terminal (Three) Sdn. Bhd. into a 300,000 m3 storage facility, in line with their strategy to grow sustainable and recurring income.
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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 RM0.94 (dividend RM0.007) in 6 months 3 days, total return is 32.4%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.04 in 7 months 16 days, total return is 30.8%
c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in 1 month 24 days, total return is 30.6%
d) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.02 in 1 month 30 days, total return is 27.5%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.23 (dividend RM0.0375) in 4 months 1 day, total return is 20%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 1 month 18 day, total return is 15.3%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.31 (dividend RM0.035) in 2 months 29 days, total return is 5.9%
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/2197412517192157 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
Facebook Group: https://www.facebook.com/groups/jamesinvesting
This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.
James Ng
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Created by James Ng | Sep 18, 2024