[PANTECH GROUP HOLDINGS BHD：世界各地的贸易紧张局势正在将开放贸易转变为贸易保护主义，这反过来又对其出口业务构成重大挑战，目前碳钢生产厂暂时停止向美国出口]

贸易部门：
截至2018年11月30日止的当前季度，贸易部门录得较高的外部收入9,444万令吉（Q3FY18：8,494万令吉）及较高的部门除税前溢利1193万令吉（Q3FY18：812万令吉），分别增加约950万令吉（11.19％）及381令吉（46.92％）。

截至2018年11月30日止9个月，贸易部门录得较高的对外收入为2.9319亿令吉（FY18 9个月：2.6227亿令吉）及税前利润为3,755万令吉（FY18 9个月：3191万令吉），分别增加约3,093万令吉（11.79％）及564万令吉（17.67％）。

制造部门：
截至2018年11月30日止的当前季度，制造部门录得较低的外部收入4572万令吉（Q3FY18：7,168万令吉）及较低的部门除税前利润为294万令吉（Q3FY18：553万令吉），分别减少约2,597万令吉（36.22％）及260万令吉（46.94％）。

截至2018年11月30日止9个月，制造部门录得较低的外部收入1.7341亿令吉（FY18 9个月：2.0295亿令吉）及税前利润为1297万令吉（FY18 9个月：1591万令吉），分别减少约2,954万令吉（14.56％）及293万令吉（18.43％）。

本季度和截至2018年11月30日止9个月的收入和部门税前利润较低主要是由于碳钢制造厂的销售贡献较低，原因是初步肯定的反规避马来西亚的决心导致货运暂停到美国。

集团业绩：
截至2018年11月30日止的本季度，鹏达集团收入较低，收入为1.4016亿令吉（Q3FY18：RM1.5662亿）及较高的税前利润（「PBT」）为1402万令吉（Q3FY18：1243万令吉） 。本季度收入较低主要是由于制造部门的销售贡献减少。截至2018年11月30日止9个月，鹏达集团录得更高收入4.666亿令吉（18财年9个月：4.6522亿令吉）及更高的税前利润4,760万令吉（FY18 9个月：4393万令吉） 。

3Q19 vs 2Q19：
在本季度审核中，集团报告的收入较上一季度的1.4806亿令吉减少到1.4016亿令吉。尽管本地制造部门的销售贡献较低，鹏达集团报告的税后利润（「PAT」）较上一季度的1,087万令吉高，为1119万令吉，主要由于贸易部门的产品组合较佳。

前景：
世界各地的贸易紧张局势正在将开放贸易转变为贸易保护主义，这反过来又对其出口业务构成重大挑战，目前碳钢生产厂暂时停止向美国出口。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.17 in 7 months 25 days, total return is 47.2%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.17 in 2 months 8 days, total return is 46.3%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 in 2 months 2 days, total return is 35.8%

d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.007) in 6 months 12 days, total return is 35.2%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 10 day, total return is 19.4%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 27 day, total return is 18.8%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.57 (dividend RM0.01) in 7 months 23 days, total return is 12.9%

h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.635 in 1 month 5 days, total return is 10.4%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.35 (dividend RM0.035) in 3 months 6 days, total return is 9.1%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.12 in 1 month 5 days, total return is 7.7%

k) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.53 in 5 months 2 days, total return is 7.1%

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

【看懂年报和季报】课程
时间：11a.m. – 7p.m

日期：4月21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)

日期：5月26日星期日
地点：Hotel Sri Petaling, KL (包括免费3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
电话/Whatsapp : 011 - 15852043

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/2201547333445342 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

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接，大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

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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[PANTECH GROUP HOLDINGS BHD: the trade tensions around the world is turning open trade into a protectionist one and this in turn, is posing major challenges to their export business and currently the carbon steel manufacturing plant has temporarily suspended its export shipment to USA]

Trading Division:
For the current quarter ended 30 November 2018, the trading division recorded higher external revenue of RM94.44 million (Q3FY18: RM84.94 million) and higher segment profit before tax of RM11.93 million (Q3FY18: RM8.12 million), an increase of approximately RM9.50 million (11.19%) and RM3.81 million (46.92%) respectively.

For the 9 months ended 30 November 2018, the trading division recorded higher external revenue of RM293.19 million (9 months FY18: RM262.27 million) and higher profit before tax of RM37.55 million (9 months FY18: RM31.91 million), an increase of approximately RM30.93 million (11.79%) and RM5.64 million (17.67%) respectively.

Manufacturing Division:
For the current quarter ended 30 November 2018, the manufacturing division recorded lower external revenue of RM45.72 million (Q3FY18: RM71.68 million) and a lower segment profit before tax of RM2.94 million (Q3FY18: RM5.53 million), a decrease of approximately RM25.97 million (36.22%) and RM2.60 million (46.94%) respectively.

For the 9 months ended 30 November 2018, the manufacturing division recorded lower external revenue of RM173.41 million (9 months FY18: RM202.95 million) and lower profit before tax of RM12.97 million (9 months FY18: RM15.91 million), a decrease of approximately RM29.54 million (14.56%) and RM2.93 million (18.43%) respectively.

The lower revenue and segment profit before tax for the current quarter and the 9 months ended 30 November 2018 was mainly due to the lower sales contribution from carbon steel manufacturing plant due to the suspension on shipments to United States arising from the preliminary affirmative anti-circumvention determination on Malaysia.

Group Performance:
For the current quarter ended 30 November 2018, the Group registered lower revenue of RM140.16 million (Q3FY18: RM156.62 million) and higher profit before tax (“PBT”) of RM14.02 million (Q3FY18: RM12.43 million). The lower revenue for the current quarter was mainly due to lower sales contribution from manufacturing division. For the 9 months ended 30 November 2018, the Group registered higher revenue of RM466.60 million (9 months FY18: RM465.22 million) and a higher profit before tax of RM47.60 million (9 months FY18: RM43.93 million).

3Q19 vs 2Q19:
In the current quarter under review, the Group reported lower revenue of RM140.16 million compared to the preceding quarter of RM148.06 million. Despite the lower sales contribution from local manufacturing division, the Group reported higher profit after taxation (“PAT”) of RM11.19 million compared to preceding quarter of RM10.87 million which was mainly due to the better product mix from trading division.

Prospects:
The trade tensions around the world is turning open trade into a protectionist one and this in turn, is posing major challenges to their export business and currently the carbon steel manufacturing plant has temporarily suspended its export shipment to USA.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.17 in 7 months 25 days, total return is 47.2%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.17 in 2 months 8 days, total return is 46.3%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 in 2 months 2 days, total return is 35.8%

d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.007) in 6 months 12 days, total return is 35.2%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 10 day, total return is 19.4%

f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 27 day, total return is 18.8%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.57 (dividend RM0.01) in 7 months 23 days, total return is 12.9%

h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.635 in 1 month 5 days, total return is 10.4%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.35 (dividend RM0.035) in 3 months 6 days, total return is 9.1%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.12 in 1 month 5 days, total return is 7.7%

k) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.53 in 5 months 2 days, total return is 7.1%

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://web.facebook.com/jamesshareinvest/posts/2201547333445342 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