James的股票投资James Share Investing

[转贴] [PECCA GROUP BHD:目前有一个流行汽车型号的替代车型的销售数量令人鼓舞] - James的股票投资James Share Investing

James Ng
Publish date: Wed, 06 Mar 2019, 01:17 PM

[PECCA GROUP BHD:目前有一个流行汽车型号的替代车型的销售数量令人鼓舞]

这集团累计年初至今(YTD)业绩实现收入6,081万令吉,税前利润为1,193万令吉。比起去年的业绩,年初至今的收入增加了5450万令吉和税前利润714万令吉。这集团的税前利润为1,193万令吉,较之前的年初至今表现增加67.07%,原因是皮革汽车座套业绩增加,利润率较高。

与上一季度的收入表现相比,这集团录得较高的收入表现,增幅为24.09%,而除税前溢利则录得69.54%的增幅。 OEM销售额增长68.68%,因为上一季度受到一个主要汽车型号寿命终结的负面影响。 PDI销售额下降了24.68%,因为上一季度有零消费税期。由于新排放计划中断导致新加坡供应恢复,出口收入较上年同期下降6.85%。由于3款车型停产,皮革切割件收入与去年同期相比大幅下降70.29%。由于OEM销售和出口销售的贡献和利润率较高,集团的毛利率较前一季度有所提高。

前景:
在本地市场,马来西亚汽车协会(MAA)预计2019年汽车总销量将持平,行业总产量(TIV)仅增长0.21%,原因是由于在2018年享受了3个月的免税期的销售影响。尽管汽车市场的情绪相对较弱,但鉴于目前有一个流行汽车型号的替代车型的销售数量令人鼓舞,董事会仍对集团未来的表现持乐观态度。
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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 RM1.22 in 8 months 4 days, total return is 56%

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

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 10 days, total return is 31.6%

d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.955 (dividend RM0.007) in 6 months 20 days, total return is 31%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.985 in 2 months 6 day, total return is 15.9%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.12 (dividend RM0.0375) in 4 months 18 day, total return is 15.7%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.55 (dividend RM0.01) in 8 months 4 days, total return is 12.1%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 3 months 14 days, total return is 11.4%

i) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.61 in 1 month 13 days, total return is 7.8%

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
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日期:5月26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
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 
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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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[PECCA GROUP BHD: encouraging sales number from the current replacement model of a popular car make]

Cumulative Year-To-Date (YTD) performance for the Group garnered a revenue of RM60.81 million with a profit before taxation of RM11.93 million. This is an increase of revenue from previous year’s performance YTD of RM54.50 million revenue and RM7.14 million profit before taxation. The Group’s profit before taxation stands at RM11.93 million, which is an increase from previous YTD performance by 67.07% contributed by the increased Leather car seat cover performance which has a better profit margin.

In comparison to the preceding quarter’s revenue performance, the Group recorded a higher revenue performance with 24.09% increase, while profit before taxation recorded an increase of 69.54%. OEM sales increase by 68.68% as the preceding quarter was negatively affected by the end of life a major car model. PDI sales decrease by 24.68% due to zero GST period enjoyed during the preceding quarter. Export revenue were lower compared to preceding year quarter by 6.85% due to recovery of supply in Singapore from the new emission scheme interruption. Leather cut pieces revenue were significantly lower by 70.29% compared to the preceding year quarter due to discontinuance of 3 car models. The Group achieved a higher gross profit margin against the immediate preceding quarter due to higher contribution from OEM sales and Export sales which command better margins.

Prospects:
In the local market, Malaysian Automotive Association (MAA) expects total vehicle sales to be flattish in 2019 with a meagre 0.21% growth in total industry volume (TIV) with the reason being sales impact from 2018 due to the 3 months tax holiday enjoyed. Despite the relatively weak sentiment surrounding the automotive market, the Board remains optimistic of the Group’s performance going forward in view of encouraging sales number from the current replacement model of a popular car make.
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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 RM1.22 in 8 months 4 days, total return is 56%

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

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 10 days, total return is 31.6%

d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.955 (dividend RM0.007) in 6 months 20 days, total return is 31%

e) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.985 in 2 months 6 day, total return is 15.9%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.12 (dividend RM0.0375) in 4 months 18 day, total return is 15.7%

g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.55 (dividend RM0.01) in 8 months 4 days, total return is 12.1%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 3 months 14 days, total return is 11.4%

i) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.61 in 1 month 13 days, total return is 7.8%

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/2205699789696763 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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