James的股票投资James Share Investing

[转贴] [BONIA CORP BHD:重点将放在发展Bonia,Braun Buffel,Sembonia和授权品牌上] - James的股票投资James Share Investing

James Ng
Publish date: Thu, 09 May 2019, 12:43 PM

[BONIA CORP BHD:重点将放在发展Bonia,Braun Buffel,Sembonia和授权品牌上]

2Q19 vs 2Q18:
这集团本季度的收入为1.154亿令吉,而去年同期的收入为1.252亿令吉。同样,在不考虑重新分类的情况下,收入较上年同期减少980万令吉或7.8%,主要是由于零售业务的收入贡献减少。

零售业务部门报告本季度收入为1.15亿令吉(未进行重新分类),而去年同期报告的收入为1.25亿令吉。该部门报告的收入较低是由于这集团通过关闭表现不好的店面,零售市场疲弱以及众多在线门户网站的竞争。

管理服务,投资控股和投资物业部门的收入增加了30万令吉,而去年同季报告的收入为20万令吉。集团收入减少导致其毛利减少760万令吉或9.9%。

YTD19 vs YTD18:
这集团于本财政期间录得收入为2.021亿令吉,而去年同期则录得收入2.256亿令吉。收入较上年同期减少2,350万令吉或10.4%,主要是由于零售业务收入贡献减少所致。

零售部门于本财政期间的收入为2.012亿令吉(未经重新分类),而去年同期则录得收入2.245亿令吉。收入减少的原因与本季度零售业务收入业绩评估中提到的原因类似。

制造业务于本财政期间录得收入为RM30万,而去年同期录得收入为40万令吉,收入轻微下降主要是由于消费者信心疲弱导致来自客户的订单销售额下降。

管理服务,投资控股及投资物业部门的收入于本财政期间为60万令吉,而去年同期则录得收入为70万令吉。收入减少是由于本财政期间收到的租金收入减少所致。这集团收入减少导致其毛利减少1,390万令吉或10.1%。

2Q19 vs 1Q19:
与上一季度相比,这集团PBT本季度增加了1,760万令吉。

前景:
随着CRG集团的分拆,他们的重点将放在发展Bonia,Braun Buffel,Sembonia和授权品牌上。
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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 RM1.32 (dividend RM0.015) in 8 months 24 days, total return is 86.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.44 in 4 months 20 day, total return is 80%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.33 in 10 months 7 days, total return is 67.3%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.34 in 4 months 14 days, total return is 38.9%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.37 (dividend RM0.0825) in 6 months 22 day, total return is 29.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.73 in 3 months 16 days, total return is 27%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 8 days, total return is 23.1%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.04 in 4 months 8 days, total return is 22.4%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.41 (dividend RM0.035) in 5 months 18 day, total return is 13.8%

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

1)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

6月22日星期六:AG Hotel Penang, George Town 4份点心

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/2254929048107170 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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BxOohB5A2H1

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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[BONIA CORP BHD: focus will be on growing Bonia, Braun Buffel, Sembonia and licensed brands]

2Q19 vs 2Q18:
The Group reported a revenue of RM115.4 million for the current quarter as compared to revenue of RM125.2 million reported in the previous year corresponding quarter. Similarly, without taking into account the reclassification, the revenue decreased by RM9.8 million or 7.8% as compared to the previous year corresponding quarter mainly due to lower revenue contribution from the retailing segment.

The retailing segment reported a revenue RM115.0 million (without the reclassification) for current quarter as compared to revenue of RM125.0 million reported in the previous year corresponding quarter. The lower revenue reported by this segment was due to the Group continuing its rationalisation process by closing of non-performing outlets, weak retail market as well as pervaded by numerous online market portals.

Revenue from management services, investment holding and investment properties segment is increased at RM0.3 million as compared to the revenue of RM0.2 million reported in the last year same quarter. The decrease in the Group revenue has resulted its gross profit declining by RM7.6 million or 9.9%.

YTD19 vs YTD18:
The Group reported a revenue of RM202.1 million for the current financial period as compared to revenue of RM225.6 million reported in the previous year corresponding period. The revenue decreased by RM23.5 million or 10.4% as compared to the previous year corresponding period mainly due to lower revenue contribution from retailing segment.

The retailing segment registered a revenue of RM201.2 million (without the reclassification) for current financial period as compared to revenue of RM224.5 million reported in the previous year corresponding period. The reasons for the lower revenue are similar to those reasons mentioned in the performance review on revenue of retailing segment for the current quarter.

The manufacturing segment recorded a revenue of RM0.3m for current financial period as compared to revenue of RM0.4 million recorded in the previous year corresponding period, the slight decrease in revenue was mainly due to weaker consumer sentiment, which has resulted in lowered sales order from customers.

Revenue from management services, investment holding and investment properties segment was RM0.6 million for current financial period as compared to the revenue of RM0.7 million reported in the previous year corresponding period. The decrease of revenue was due to lower rental income received for the current financial period under review. The decrease in the Group revenue has resulted its gross profit declining by RM13.9 million or 10.1%.

2Q19 vs 1Q19:
The Group PBT increased by RM17.6 million in the current quarter as compared to the immediate preceding quarter.

Prospects:
Moving forward with the demerger of the CRG Group, their focus will be on growing Bonia, Braun Buffel, Sembonia and licensed brands.
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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 RM1.32 (dividend RM0.015) in 8 months 24 days, total return is 86.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.44 in 4 months 20 day, total return is 80%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.33 in 10 months 7 days, total return is 67.3%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.34 in 4 months 14 days, total return is 38.9%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.37 (dividend RM0.0825) in 6 months 22 day, total return is 29.8%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.73 in 3 months 16 days, total return is 27%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.73 (dividends RM0.03) in 7 months 8 days, total return is 23.1%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.04 in 4 months 8 days, total return is 22.4%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.41 (dividend RM0.035) in 5 months 18 day, total return is 13.8%

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/2254929048107170 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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