[TELEKOM MALAYSIA BHD:计划将以2019-2021绩效改进计划为基础,重点是为所有马来西亚人带来融合的数字生活方式,并使企业和公共部门整合来实现其全部数字化潜力,同时成为行业支柱,将马来西亚与世界连接]
4Q18 vs 4Q17:
税及非控股权益(PATAMI)后的集团利润由2.77亿令吉减少74.8%(RM2.073亿)至6970万令吉,原因是财务成本上升及马电讯借贷外汇收益减少及税项收费。
UNIFI:
由于2018年第四季度末客户基数增加到1,273,202,与去年同期末的1,105,934相比,Unifi收入增加部分抵消了收入减少。由于运营成本较低,本季度利润增加了8,790万令吉至1.029亿令吉,而去年同期则为1,500万令吉。
TM ONE:
本年度运营成本较高,导致本季度利润减少31.6%(6030万令吉)至1.304亿令吉,而去年同期为1.907亿令吉。
TM GLOBAL:
本季度的收入从去年第四季度的6亿6,070万令吉增加6.8%(4,500万令吉)至7.057亿令吉,主要来自语音服务收入增加。
YTD18 vs YTD17:
集团税及非控股权益后利润(PATAMI)由上一财政年度的9.297亿令吉减少83.5%(7亿7,650万令吉)至1.532亿令吉。
UNIFI:
收入下降部分被unifi收入的增加(去年截至12月31日的客户群为1,105,934,而相对应截至2018年12月31日增加到1,237,202)抵消,导致购买的电视内容数量增加。
TM ONE:
本财政年度由于收入减少及营运成本增加,盈利减少27.6%(2.085亿令吉),由7.548亿令吉减少至5.463亿令吉。
TM GLOBAL:
TM GLOBAL本财政年度的收入为23.564亿令吉,较去年报告的23.165亿令吉增加1.7%(3,990万令吉)。
4Q18 vs 3Q18:
本季度集团总收入增长了4.9%(RM1.429亿)到RM30.889亿,相比在2018年第三季度为RM29.46亿,由于来自语音,数据和其他电信相关服务的更高的收入。财务费用前营业利润为RM2.527亿,而鉴于2018第三季度因网络资产减值损失,上季损失RM3.198亿。集团PATAMI由上一季度的亏损RM1.756亿增加了RM2.453亿,到本季度的利润6,970万令吉。
前景:
TM将加速整合并数码化使其强化以客户为中心的转型相一致。转型计划将以2019-2021绩效改进计划为基础,重点是为所有马来西亚人带来融合的数字生活方式,并使企业和公共部门整合来实现其全部数字化潜力,同时成为行业支柱,将马来西亚与世界连接。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.19 in 2 months 23 days, total return is 48.8%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.18 in 8 months 11 days, total return is 48.4%
c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.955 (dividend RM0.015) in 6 months 27 days, total return is 35.7%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.78 in 1 month 18 days, total return is 35.7%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 17 days, total return is 29.5%
f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 25 days, total return is 19.4%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.45 (dividend RM0.035) in 3 months 21 days, total return is 16.9%
h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 2 months 13 day, total return is 15.3%
i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.49 (dividends RM0.02) in 5 months 11 days, total return is 5.6%
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:Silka Johor Bahru Hotel, Johor Bahru (包括免费点心,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/2209750675958341 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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[TELEKOM MALAYSIA BHD: transformation plan will be anchored on the Performance Improvement Program 2019-2021 and will focus on bringing a convergence digital lifestyle to all Malaysians and on enabling enterprise and public sector industry verticals to realise their full digital potential whilst being the industry backbone, connecting Malaysia to the world]
4Q18 vs 4Q17:
Group profit after tax and non-controlling interests (PATAMI) decreased by 74.8% (RM207.3 million) from RM277.0 million to RM69.7 million due to higher finance cost and lower foreign exchange gain on the Group’s borrowings as well as tax charges.
unifi:
Lower revenue was partially offset by higher unifi revenue in line with increase in customer base at 1,273,202 as at the end of 4th quarter of 2018 as compared to 1,105,934 as at the end of corresponding quarter last year. Profit for the current quarter increased by RM87.9 million to RM102.9 million compared to RM15.0 million in the corresponding quarter last year due to lower operating costs.
TM ONE:
Higher operating costs in the current year, resulted in a 31.6% (RM60.3 million) decrease in profit to RM130.4 million in the current quarter from RM190.7 million in the corresponding quarter last year.
TM GLOBAL:
Revenue for the current quarter increased by 6.8% (RM45.0 million) from RM660.7 million in 4th quarter last year to RM705.7 million mainly contributed by higher revenue from voice services.
YTD18 vs YTD17:
Group profit after tax and non-controlling interests (PATAMI) decreased by 83.5% (RM776.5 million) to RM153.2 million from RM929.7 million in the previous financial year.
unifi:
Lower revenue was offset partially by higher unifi revenue in line with increase in customer base from 1,105,934 as at 31 December 2017 to 1,237,202 as at 31 December 2018, resulting in higher number of buys of unifi tv contents.
TM ONE:
Profit for the current financial year decreased by 27.6% (RM208.5 million) from RM754.8 million to RM546.3 million from the decrease in revenue and increase in operating costs.
TM GLOBAL:
TM GLOBAL registered revenue of RM2,356.4 million for the current financial year, registering a 1.7% (RM39.9 million) increase from RM2,316.5 million reported last year.
4Q18 vs 3Q18:
The current quarter Group revenue increased by 4.9% (RM142.9 million) to RM3,088.9 million as compared to RM2,946.0 million recorded in the 3rd quarter of 2018 due to higher revenue from voice, data and other telecommunication related services. Operating profit before finance cost was RM252.7 million from RM319.8 million loss recorded in the preceding quarter in view of the impairment loss on network assets recognised in third quarter 2018. Consequently, Group PATAMI improved by RM245.3 million from RM175.6 million loss in the preceding quarter to RM69.7 million profit in current quarter.
Prospects:
TM will accelerate Convergence and empower Digital in line with its transformation that reinforces Customer Centricity. The transformation plan will be anchored on the Performance Improvement Program 2019-2021 and will focus on bringing a convergence digital lifestyle to all Malaysians and on enabling enterprise and public sector industry verticals to realise their full digital potential whilst being the industry backbone, connecting Malaysia to the world.
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James Ng Stock Pick Performance:
Since Recommended Return:
a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.19 in 2 months 23 days, total return is 48.8%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.18 in 8 months 11 days, total return is 48.4%
c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.955 (dividend RM0.015) in 6 months 27 days, total return is 35.7%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.78 in 1 month 18 days, total return is 35.7%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 17 days, total return is 29.5%
f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 25 days, total return is 19.4%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.45 (dividend RM0.035) in 3 months 21 days, total return is 16.9%
h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 2 months 13 day, total return is 15.3%
i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.49 (dividends RM0.02) in 5 months 11 days, total return is 5.6%
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/2209750675958341 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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TMCreated by James Ng | Sep 18, 2024