James的股票投资James Share Investing

[转贴] [FRONTKEN CORP BHD:半导体行业的主要参与者解决长期悬而未决的争议后,近期的积极发展有所不同地提振了前景,至于石油和天然气行业,他们注意到询问的数量已经增加,他们希望将这些询问转移到订单中] - James的股票投资James Share Investing

James Ng
Publish date: Wed, 24 Apr 2019, 01:55 PM

[FRONTKEN CORP BHD:半导体行业的主要参与者解决长期悬而未决的争议后,近期的积极发展有所不同地提振了前景,至于石油和天然气行业,他们注意到询问的数量已经增加,他们希望将这些询问转移到订单中]

前研科技截至2019年3月31日止本季度的收入较去年同期增加约1290万令吉(18.2%),主要由于来自马来西亚,新加坡,台湾及菲律宾的附属公司的较高贡献所致。这主要是由于新加坡和台湾的半导体业务以及马来西亚和菲律宾的石油和天然气的正面增长。

与去年同期相比,税前利润增加约1,150万令吉(104.4%),原因是本季度收入增加和外汇收益增加了1万令吉,而上一年相应季度的外汇损失为RM60万。

从历史上看,第一季度由于有较长的公众假期导致营业期缩短,集团收入总是较低,而第四季度由于客户业务活动增加,往往更加繁忙。话虽如此,这是他们近来最好的Q1。本季度较低集团未经审计的税后利润主要是与上一季度相比收入减少,如上所述,以及台湾子公司对未分配收益的附加税拨备。

前景:
与去年同期相比,前研科技取得了令人瞩目的第一季度,主要归因于其半导体和石油和天然气业务的正增长。尽管半导体行业的总体前景有些不温不火,但在该行业的主要参与者解决长期悬而未决的争议后,近期的积极发展有所不同地提振了前景。因此,向前迈进,他们相信这对他们来说是积极的。

至于石油和天然气行业,他们注意到询问的数量已经增加,他们希望将这些询问转移到订单中。虽然前研科技预期本财政年度余下三个季度的整体业务状况仍然充满挑战,但他们对其余月份的表现会令人满意持谨慎乐观态度。他们将继续保持对成本管理的警惕,并不断探索提高效率的方法。他们的首要任务是继续将注意力集中在其服务质量和效率上,以保持其竞争力。
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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 RM1.31 (dividend RM0.015) in 8 months 11 days, total return is 85.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.46 in 4 months 7 day, total return is 82.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 in 9 months 20 day, total return is 58.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.38 in 3 months 29 days, total return is 43%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.78 in 3 months 3 days, total return is 35.7%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.38 (dividend RM0.0825) in 6 months 9 day, total return is 30.3%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 3 months 21 days, total return is 20%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.66 (dividends RM0.03) in 6 months 21 days, total return is 18.2%

i) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.20 in 3 months 3 days, total return is 15.4%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 5 months 5 day, total return is 12.2%

k) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.48 (dividend RM0.01) in 9 months 22 days, total return is 6.4%

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28日星期日
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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)

日期:8月11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
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James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

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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

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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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[FRONTKEN CORP BHD: recent positive development following the settlement of a long outstanding dispute by major players in semiconductor sector had somewhat boosted the outlook, as for the oil and gas industry, they noticed that number of enquiries had picked up and they hope to transfer the same into orders]

The Group’s revenue for the current quarter ended 31 March 2019 increased by approximately RM12.9 million (18.2%) compared to the preceding year corresponding period mainly due to higher contributions from subsidiaries in Malaysia, Singapore, Taiwan and the Philippines. This was mainly due to the positive growth of the semi-conductor business in Singapore and Taiwan and oil and gas in Malaysia and the Philippines.

Against the same period last year, the profit before tax increased by approximately RM11.5 million (104.4%) as a result of improved revenue and foreign exchange gain of RM0.01 million in current quarter as compared to foreign exchange loss of RM0.6 million in the preceding year corresponding quarter.

Historically, the Group’s Q1 revenue was always lower due to the shorter business period as a result of long public holidays whereas Q4 tend to be their busier quarter due to increased activities in their customers’ business. Having said that, this was their best Q1 in recent times. The lower Group’s unaudited profit after tax for the current quarter was mainly due to lower revenue compared to the immediate preceding quarter as explained above and provision for surtax on undistributed earnings by their Taiwan subsidiary.

Prospects:
The Group achieved a remarkable Q1 compared to the preceding year corresponding period mainly attributable to the positive growth in both their semi-conductor and oil and gas businesses. Although the general outlook for the semiconductor industry is somewhat tepid, the recent positive development following the settlement of a long outstanding dispute by major players in this sector had somewhat boosted the outlook. Therefore, moving forward, they believe it will be positive for them.

As for the oil and gas industry, they noticed that number of enquiries had picked up and they hope to transfer the same into orders. While the Group anticipates that the overall business conditions in the remaining three quarters of the current financial year to remain challenging, they are cautiously optimistic that their performance for the remaining months will be satisfactory. They will continue to be vigilant in their cost management and continually explore ways to improve on their efficiency. Their priority will be to continue to focus their attention on the quality of their services and efficiencies so as to maintain their competitiveness.
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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 RM1.31 (dividend RM0.015) in 8 months 11 days, total return is 85.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.46 in 4 months 7 day, total return is 82.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 in 9 months 20 day, total return is 58.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.38 in 3 months 29 days, total return is 43%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.78 in 3 months 3 days, total return is 35.7%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.38 (dividend RM0.0825) in 6 months 9 day, total return is 30.3%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 3 months 21 days, total return is 20%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.66 (dividends RM0.03) in 6 months 21 days, total return is 18.2%

i) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.20 in 3 months 3 days, total return is 15.4%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 5 months 5 day, total return is 12.2%

k) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.48 (dividend RM0.01) in 9 months 22 days, total return is 6.4%

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/2239247806341961 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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