James的股票投资James Share Investing

[转贴] [SAM ENGINEERING & EQUIPMENT (M) BHD:预计占宇航工程收入约60%的航空航天业收入将保持稳定,他们预计硬盘驱动器存储领域的需求将在下一个财政年度恢复] - James的股票投资James Share Investing

James Ng
Publish date: Mon, 18 Mar 2019, 12:25 PM

[SAM ENGINEERING & EQUIPMENT (M) BHD:预计占宇航工程收入约60%的航空航天业收入将保持稳定,他们预计硬盘驱动器存储领域的需求将在下一个财政年度恢复]

集团收入增加210万令吉,主要是由于航空航天及设备部门的收入分别增加了60万令吉及150万令吉。航空航天部门的收入增加是由于客户为公务机提供套管产品,增加了棱柱部件的交付量,有利的外汇兑换,但被因旧机型产品的套管产品交付量减少而抵消。对于设备部门而言,硬盘驱动器业务中的较佳表现提高了收入。集团税前利润增加90万令吉,主要由于收入增加导致航空及设备部门的利润贡献分别增加50万令吉及40万令吉。

3Q19 vs 3Q18:
集团收入增加3,650万令吉是由于航空及设备部门的收入分别增加2,370万令吉及1,280万令吉。航空航天部门的收入增加是由于新飞机平台的套管产品 - A320neo和B737max的产量增加以及A320neo的飞机结构产品的生产增加。设备部门的收入增加是由于HDD行业对客户的销售增加。集团的税前利润增加了30万令吉,主要是由于收入增加导致设备部门的利润增加100万令吉。

YTD19 vs YTD18:
集团收入增加1.088亿令吉是由于航空航天及设备部门的收入分别增加5,930万令吉及4,950万令吉。航空航天部门的收入增加是由于新飞机平台 - A320neo和波音737max的套管产品产量增加以及A320neo飞机结构产品的生产增加。设备部门的收入增加是由于HDD和半导体行业对客户的销售增加。集团的税前利润增加了1190万令吉,这是由于收入增加导致航空航天和设备部门的利润分别增加630万令吉和560万令吉。

前景:
他们预计占宇航工程收入约60%的航空航天业收入将保持稳定。他们预计硬盘驱动器存储领域的需求将在下一个财政年度恢复。
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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 RM1.31 in 8 months 14 days, total return is 64.8%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.23 in 2 months 26 days, total return is 53.8%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.015) in 6 months 30 days, total return is 36.4%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.775 in 1 month 21 days, total return is 34.8%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 20 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.35 (dividend RM0.0375) in 4 months 28 days, total return is 26.3%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 2 months 16 day, total return is 15.3%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.60 (dividends RM0.02) in 5 months 14 days, total return is 13.3%

i) 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 24 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.14 in 1 month 23 days, total return is 9.6%

k) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.48 (dividend RM0.01) in 8 months 14 days, total return is 6.4%

l) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.42 in 28 days, total return is 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

【看懂年报和季报】课程
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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
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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 
https://web.facebook.com/jamesshareinvest/posts/2214228515510557 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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[SAM ENGINEERING & EQUIPMENT (M) BHD: expect the revenue from the aerospace industry which accounts for about 60% of their Group revenue to remain stable, they expect the demand from the hard disk drive storage segment to recover next financial year]

The increase in Group revenue of RM2.1 million was due to the increase in revenue from the Aerospace and Equipment segments of RM0.6 million and RM1.5 million respectively. The higher revenue from the Aerospace segment was due to pull in by customer for the casing products for business jets, increase in deliveries of prismatic parts and favourable foreign exchange translation offsetted by lower deliveries of casing products for older aircraft program. For the Equipment segment, the higher in HDD businesses contributed to the higher revenue. The increase in Group profit before tax of RM0.9 million was attributable to the higher profit contribution from Aerospace and Equipment segments of RM0.5 million and RM0.4 million respectively as a result of higher revenue.

3Q19 vs 3Q18:
The increase in Group revenue of RM36.5 million was due to the increase in revenue from the Aerospace and Equipment segments of RM23.7 million and RM12.8 million respectively. The higher revenue from the Aerospace segment was due to the ramp up in production for the casing products for the new aircraft platforms – A320neo and B737max and the ramp up in production for aerostructures products for A320neo. The higher revenue from the Equipment segment was due to the increase in the sales to customers from the HDD industry. The higher Group profit before tax of RM0.3 million was attributable to the higher profit from the Equipment segments of RM1.0 million as a result of higher revenue.

YTD19 vs YTD18:
The increase in Group revenue of RM108.8 million was due to the increase in revenue from the Aerospace and Equipment segments of RM59.3 million and RM49.5 million respectively. The higher revenue from the Aerospace segment was due to the ramp up in production for the casing products for the new aircraft platforms – A320neo and Boeing 737max and the ramp up in production for aerostructures products for A320neo. The higher revenue from the Equipment segment was due to the increase in the sales to customers from the HDD and semiconductor industry. The higher Group profit before tax of RM11.9 million was due to the higher profit from the Aerospace and Equipment segments of RM 6.3 million and RM5.6 million respectively as a result of higher revenue.

Prospects:
They expect the revenue from the aerospace industry which accounts for about 60% of their Group revenue to remain stable. They expect the demand from the hard disk drive storage segment to recover next financial year.
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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 RM1.31 in 8 months 14 days, total return is 64.8%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.23 in 2 months 26 days, total return is 53.8%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.015) in 6 months 30 days, total return is 36.4%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.775 in 1 month 21 days, total return is 34.8%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 20 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.35 (dividend RM0.0375) in 4 months 28 days, total return is 26.3%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 2 months 16 day, total return is 15.3%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.60 (dividends RM0.02) in 5 months 14 days, total return is 13.3%

i) 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 24 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.14 in 1 month 23 days, total return is 9.6%

k) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.48 (dividend RM0.01) in 8 months 14 days, total return is 6.4%

l) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.42 in 28 days, total return is 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/2214228515510557 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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