[JAKS RESOURCES BHD:越南EPC的建筑工程预计将在本年度达到其预定目标,预计将为捷硕资源带来积极贡献,至于他们的投资物业,EVOLVE Mall,节约成本的举措和新的租赁策略产生了一些积极的影响]
截至2019年3月31日止的本季度,捷硕资源实现收入2.978亿令吉,较去年同期的2.102亿令吉增加约42%。该增加主要归因于建筑部门越南EPC建筑工程确认的较高收入。对于本年度,越南EPC建设工作的收入为2.558亿令吉,而去年同期则为9,300万令吉。
捷硕资源本季度收入的主要贡献来自建筑部门,收入为2.729亿令吉,其中2.558亿令吉来自越南EPC建筑工程。随着收入增加,捷硕资源于本年度第一季度的税前利润为2280万令吉,而去年同期则为1,030万令吉。
建筑部门在本季度录得的税前利润为5,830万令吉,而去年同期则录得2710万令吉。获得的较高利润主要归功于越南EPC建筑工程的进度收入和利润增加。
物业发展及投资部门于回顾季度录得略低的税前亏损1,450万令吉,而2018年第一季的税前亏损为1,480万令吉。投资控股及其他部门录得本季度的税前亏损为130万令吉,而去年同一季度的税前亏损为150万令吉。
捷硕资源于本季度实现收入2.978亿令吉,较截至2018年12月31日止上一季度的1.444亿令吉收入增加106%。该增长主要是由于本季度来自越南EPC建设工程的工作进度提高导至收入增加到2.558亿令吉所致,而相比截至2018年12月31日止的上一季度为1.354亿令吉。相应于本季度对越南EPC建筑工程的工作进度的更高认可,建筑部门的税前利润为5,830万令吉,而上一季度为3,190万令吉。
前景:
越南EPC的建筑工程预计将在本年度达到其预定目标,预计将为捷硕资源带来积极贡献。虽然本地建筑部门的前景仍然具有挑战性,但建筑部门的整体表现预计将在2019年由越南EPC合同作出贡献,将会有令人满意的表现。至于他们的投资物业,EVOLVE Mall,节约成本的举措和新的租赁策略产生了一些积极的影响。
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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 RM1.39 (dividend RM0.015) in 8 months 25 days, total return is 96.5%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 4 months 21 day, total return is 73.8%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.33 in 10 months 8 days, total return is 67.3%
d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 in 4 months 15 days, total return is 34.7%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.77 in 3 months 17 days, total return is 33.9%
f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.32 (dividend RM0.0825) in 6 months 23 day, total return is 27.1%
g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.71 (dividends RM0.03) in 7 months 9 days, total return is 21.7%
h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 4 months 9 days, total return is 20%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 19 day, total return is 13%
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
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James Ng
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[JAKS RESOURCES BHD: construction works for Vietnam EPC is expected to meet its schedule in the current year and it is anticipated to contribute positively to the Group, as for their investment property, EVOLVE Mall, the cost saving initiatives and new leasing strategies taken have had some positive impact]
The Group achieved revenue of RM297.8 million for the current quarter ended 31 March 2019, an increase of approximately 42% from the previous year’s corresponding quarter of RM210.2 million. The increase was mainly attributable to the higher amount of revenue recognised from the Vietnam EPC construction works in the Construction division. For the current year quarter, the Vietnam EPC construction work contributed revenue of RM255.8 million as compared to RM93 million achieved in the preceding year’s corresponding quarter.
The main contributor to the Group’s revenue for the current quarter was from the Construction division with revenue of RM272.9 million of which RM255.8 million was derived from the Vietnam EPC construction works. With higher revenue achieved, the Group recorded a higher profit before tax of RM22.8 million in the current year’s first quarter as compared to RM10.3 million achieved in the previous year’s comparative quarter.
The Construction division recorded a profit before tax of RM58.3 million in the quarter under review as compared to RM27.1 million achieved in the preceding year’s corresponding quarter. The higher profit achieved was mainly attributed by higher progress billings and profit recognised from the Vietnam EPC construction works.
The Property Development & Investment division recorded a slightly lower loss before tax of RM14.5 million in the quarter under review as compared to a loss before tax of RM14.8 million in the first quarter of 2018. The Investment Holding & Others division recorded a loss before tax of RM1.3 million in the current quarter under review as compared to a loss before tax of RM1.5 million incurred in the preceding year’s corresponding quarter.
The Group achieved RM297.8 million revenue for the current quarter, an increase of 106% from the revenue of RM144.4 million in the preceding quarter ended 31 December 2018. The increase was mainly due to higher revenue of RM255.8 million recognised in the current quarter from the Vietnam EPC construction works on the work progress done as compared to RM135.4 million revenue in the preceding quarter ended 31 December 2018. Corresponding with the higher recognition of work progress from the Vietnam EPC construction works in the current quarter, the Construction division achieved RM58.3 million profit before tax as compared to RM31.9 million in the preceding quarter.
Prospects:
The construction works for Vietnam EPC is expected to meet its schedule in the current year and it is anticipated to contribute positively to the Group. Whilst the local Construction division’s outlook will remain challenging, the overall performance of the Construction division is expected to perform satisfactorily in 2019 with the contribution from the Vietnam EPC contract. As for their investment property, EVOLVE Mall, the cost saving initiatives and new leasing strategies taken have had some positive impact.
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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 RM1.39 (dividend RM0.015) in 8 months 25 days, total return is 96.5%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 4 months 21 day, total return is 73.8%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.33 in 10 months 8 days, total return is 67.3%
d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 in 4 months 15 days, total return is 34.7%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.77 in 3 months 17 days, total return is 33.9%
f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.32 (dividend RM0.0825) in 6 months 23 day, total return is 27.1%
g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.71 (dividends RM0.03) in 7 months 9 days, total return is 21.7%
h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 4 months 9 days, total return is 20%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 19 day, total return is 13%
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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Created by James Ng | Sep 18, 2024