James的股票投资James Share Investing

[转贴] [DRB-HICOM BHD:反映了消费者对品牌的信心在质量改进的支持下的回归,并且预计随着最近Iriz和Persona的改款车型推出以及即将推出的Saga和Exora改款车型以及将在本财政年度推出本地组装的X70版本] - James的股票投资James Share Investing

James Ng
Publish date: Sat, 08 Jun 2019, 08:28 AM

[DRB-HICOM BHD:反映了消费者对品牌的信心在质量改进的支持下的回归,并且预计随着最近Iriz和Persona的改款车型推出以及即将推出的Saga和Exora改款车型以及将在本财政年度推出本地组装的X70版本]

截至2019年3月31日止三个月,多元重工收入增加至34.7亿令吉,而截至2018年3月31日止季度则为29.8亿令吉,增幅为16.4%。收入增加的原因是汽车公司的表现更好,特别是PROTON销售的X70 SUV。就截至二零一九年三月三十一日止财政年度而言,多元重工的收入轻微增加1.8%至124.8亿令吉,而截至2018年3月31日止的上一年则为122.5亿令吉。

(i)汽车业:
包括PROTON在内的汽车公司录得更高的销量。

(ii)服务业:
多元重工的银行及废物管理业务于本财政年度取得较高收入。

(iii)物业部门:
本财政年度的收入减少主要是由于建筑相关项目确认的收入减少。

截至2019年3月31日止财政季度,多元重工的税前利润为3.2879亿令吉,而截至2018年3月31日止的相应季度则为税前亏损2.4102亿令吉。所有主要营运公司(除了Pos Malaysia Berhad)在本季度和财政年度取得了良好的财务业绩。与上一年相比,PROTON是经营业绩改善的关键因素。

截至2019年3月31日止的本季度,多元重工实现税前利润3.2879亿令吉,而截至2018年12月31日止的上一季度的税前利润为9,670万令吉。所有业务部门的财务表现均较佳(Pos Malaysia Berhad除外),为本季度的利润作出贡献。

前景:
在外部市场条件不确定的情况下,企业私人消费增长支持的国内需求仍将是经济扩张的关键因素。为了刺激经济并稳定国内增长前景,马来西亚国家银行最近将隔夜政策利率降至3.00%。

集团的汽车业务涵盖了研发,工程,制造,装配以及零售分销的全部生态系统,将通过集团旗下品牌推出新车型继续发展。积极的是,在推出首款运动型多用途车(“SUV”)X70之后,PROTON继续保持其上升势头,这使得这家全国汽车制造商的销售业绩强劲。这反映了消费者对品牌的信心在质量改进的支持下的回归,并且预计随着最近Iriz和Persona的改款车型推出以及即将推出的Saga和Exora改款车型以及将在本财政年度推出本地组装的X70版本。正在进行的零售店改造以增加全国范围内的PROTON 3S / 4S中心数量,这也将有助于确保客户在品牌上享受更高水平的客户服务体验。

多元重工在航空航天,国防,银行,邮政及物流,特许经营及物业方面的其他业务将继续扩展及扩阔其客户基础,以在当前充满挑战的市场环境中保持竞争力。鉴于邮政服务领域给运营成本带来巨大压力,马来西亚邮政继续与监管机构寻求对受监管的服务进行价钱的调整。为了提高运营效率和成本优化,正在对邮政业务自动化以及使用数字技术进行投资。随着不断的完成,DRB-HICOM集团将通过各种业务的审慎管理实践来努力实现成本优化。多元重工预期于截至2020年3月31日止的财政年度表现将会令人满意。
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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 RM1.26 (dividend RM0.015) in 9 months 26 days, total return is 78.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.28 in 5 months 22 days, total return is 60%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 11 months 6 days, total return is 59.7%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.40 (dividend RM0.0825) in 7 months 24 days, total return is 31.3%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.23 (dividend RM0.008) in 5 months 15 days, total return is 28.3%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.735 in 4 months 18 days, total return is 27.8%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 8 months 8 day, total return is 26.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 5 months 8 day, total return is 14.7%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.41 (dividend RM0.035) in 6 months 20 days, total return is 13.8%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.73 in 2 months 14 days, total return is 11.6%

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

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

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

9月7日星期六:Hotel Sri Petaling, KL

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

9月8日星期日:Hotel Sri Petaling, KL 3份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

7月21日星期日:Hotel Sri Petaling, KL 3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/2282069248726483 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/BybbN4xHVFL

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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[DRB-HICOM BHD: This reflects the return of consumer confidence towards the brand, on the back of the quality improvements and is expected to be sustained with the recent launch of Iriz and Persona and the coming launch of Saga and Exora facelifts models together with the roll-out of the locally-assembled version of X70 during the current financial year]

For the three months ended 31 March 2019, the Group’s revenue increased to RM3.47 billion compared with RM2.98 billion in the corresponding quarter ended 31 March 2018, an improvement of 16.4%. The higher revenue was contributed by the better performance of the automotive companies particularly the sale of X70 SUV by PROTON. In respect of the financial year ended 31 March 2019, the Group’s revenue marginally increased by 1.8% to RM12.48 billion compared with RM12.25 billion in the previous year ended 31 March 2018.

(i) Automotive Sector:
Higher sales volume was recorded by the automotive companies including PROTON.

(ii) Services Sector:
The banking and waste management businesses of the Group achieved higher revenue for the current financial year.

(iii) Property Sector:
The reduction of revenue for the financial year was mainly due to lower revenue recognised from construction related projects.

The Group registered a pre-tax profit of RM328.79 million for the financial quarter ended 31 March 2019 compared with pre-tax loss of RM241.02 million in the corresponding quarter ended 31 March 2018. All the key operating companies in the Group except for Pos Malaysia Berhad achieved good financial performance for the current quarter and financial year. PROTON was the key contributor with improved operating results compared to the previous year.

The Group achieved a pre-tax profit of RM328.79 million in the current quarter ended 31 March 2019 compared with pre-tax profit of RM96.70 million in the preceding quarter ended 31 December 2018. The better financial performance of all the business sectors of the Group (except Pos Malaysia Berhad) contributed to the profits for the current quarter.

Prospects:
Domestic demand supported by firm private consumption growth will remain as a key factor towards the economy expansion amidst the uncertainties poised by external market conditions. To stimulate the economy and stabilise the outlook for domestic growth, Bank Negara Malaysia reduced the Overnight Policy Rate to 3.00 percent recently.

The Group’s automotive businesses, which encompasses the full spectrum of the sector’s ecosystem from research & development, engineering, manufacturing, assembly as well as retail distribution, will continue its growth via launches of new models by marques within the Group. Positively, PROTON has continued its upward momentum following the launch of the first-ever Sports Utility Vehicle (“SUV”) X70 which has led to a strong sales performance at the national carmaker. This reflects the return of consumer confidence towards the brand, on the back of the quality improvements and is expected to be sustained with the recent launch of Iriz and Persona and the coming launch of Saga and Exora facelifts models together with the roll-out of the locally-assembled version of X70 during the current financial year. The on-going retail outlet revamp to grow the number of PROTON 3S/4S centres nationwide will also help to ensure customers will enjoy a higher level of customer service experience with the brand.

The Group’s other businesses in aerospace, defence, banking, postal and logistics, concession and property will continue to expand and broaden their customer bases in order to remain competitive in the current challenging market conditions. Pos Malaysia continues to engage regulators to seek a tariff revision for regulated services, given that the growth of postal service areas places immense pressure on the operating costs. To improve operational efficiencies and cost optimisation, investments are being undertaken towards automation of the operations, as well as using digital technology. As it has been continuously done, DRB-HICOM Group will strive towards cost optimisation through prudent management practices across its various businesses. The Group expects to deliver satisfactory performance for the financial year ending 31 March 2020.
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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 RM1.26 (dividend RM0.015) in 9 months 26 days, total return is 78.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.28 in 5 months 22 days, total return is 60%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 in 11 months 6 days, total return is 59.7%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.40 (dividend RM0.0825) in 7 months 24 days, total return is 31.3%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.23 (dividend RM0.008) in 5 months 15 days, total return is 28.3%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.735 in 4 months 18 days, total return is 27.8%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 8 months 8 day, total return is 26.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 5 months 8 day, total return is 14.7%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.41 (dividend RM0.035) in 6 months 20 days, total return is 13.8%

j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.73 in 2 months 14 days, total return is 11.6%

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/2282069248726483 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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