James的股票投资James Share Investing

[转贴] [DAGANG NEXCHANGE BHD:推行其集团范围的营运成本优化计划,以实现基于可持续成本结构的运营效率和业务盈利能力的提升] - James的股票投资James Share Investing

James Ng
Publish date: Tue, 11 Jun 2019, 08:54 AM

[DAGANG NEXCHANGE BHD:推行其集团范围的营运成本优化计划,以实现基于可持续成本结构的运营效率和业务盈利能力的提升]

1Q19 vs 4Q18:
系统整合与咨询业务报告本季度收入较低(3720万令吉,而2018年为6,780万令吉)。能源部门在石油和天然气活动减少的环境中继续面临巨大的竞争压力。集团的能源部门在本季度的收入下降了31.6%(1160万令吉 vs 2018年的1700万令吉)。

这集团的贸易便利化和电子商务在本年度季度录得更高的PBT 14%(RM740万令吉 vs 2018年的650万令吉),主要是由于集团的运营成本优化计划。他们的系统集成和咨询业务仍然有利可图,它报告的本季度和前一季度的PBT分别为310万令吉和700万令吉。

与上一季度相比,这集团能源部门本年度的PBT录得改善,为730万令吉。这集团在一家联营公司的业绩份额受到前一季度原油价格大幅下跌的影响。

1Q19 vs 1Q18:
这集团的贸易便利化和电子商务显示其本年度季度收入下降15%(RM2010万令吉 vs 2018年的2390万令吉),当前的季度贸易流量QoQ下降6.3%;系统整合与咨询业务本季度收入增长5%(3720万令吉 vs 3540万令吉),主要原因是印度尼西亚海底电缆安装和维修项目的工作收入为RM770万。由于综合政府财务与管理系统(“iGFMAS”)的发展处于最后阶段,Genaxis集团确认较低的收入(2400万令吉 vs 2860万令吉)。包括在Genaxis集团的收入是iGFMAS维护合同的经常性收入。能源部门在石油和天然气活动减少的环境中继续面临巨大的竞争压力。

这集团资讯科技部门的表现受到Genaxis集团于上年同季度一次性调整的影响。这集团的贸易便利化和电子商务在本季度录得7.5%的较低PBT(分别为740万令吉 vs 2018年的800万令吉),主要是由于本季度收入减少。他们的系统集成和咨询业务仍然有利可图,报告的PBT为310万令吉(2018年为1,730万令吉)。与去年同季相比,这集团能源业务本季度的PBT录得68%的改善。

前景:
这集团继续积极推行其集团范围的营运成本优化计划,以实现基于可持续成本结构的运营效率和业务盈利能力的提升。与此同时,该集团正专注于实施旨在发展可持续收入的新计划举措。除非出现任何不可预见的情况,否则这集团预计将在2019年取得积极成果。
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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 RM1.35 (dividend RM0.015) in 9 months 29 days, total return is 90.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.32 in 5 months 25 days, total return is 65%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.25 (dividend RM0.04) in 11 months 9 days, total return is 62.3%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.78 in 4 months 21 days, total return is 35.7%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.39 (dividend RM0.0825) in 7 months 27 days, total return is 30.8%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 18 days, total return is 30.4%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.75 (dividends RM0.03) in 8 months 11 day, total return is 24.5%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 5 months 11 day, total return is 16.5%

i) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.75 in 2 months 17 days, total return is 12.9%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 6 months 23 days, total return is 11.4%

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

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

6月23日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

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

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5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/ByjMk5Xn8Tq

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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[DAGANG NEXCHANGE BHD: The Group continues to aggressively pursue its Group-wide operational cost optimization programme driving towards achieving improvements in operational efficiency and business profitability based on a sustainable cost structure]

1Q19 vs 4Q18:
System Integration & Consultancy business reported lower revenue in current year quarter (RM37.2 million vs. RM67.8 million in 2018). The Energy division continues to experience significant competitive pressure in an environment of declining oil & gas activities. The Group’s Energy division shown a 31.6% down in its revenue in current year quarter (RM11.6 million vs RM17.0 million in 2018).

The Group’s trade facilitation and e-Commerce recoded higher PBT of 14% in current year quarter (RM7.4 million vs RM6.5 million in 2018), mainly due to the Group’s operational cost optimization program. Their System Integration & Consultancy business remain profitable, it reported a PBT of RM3.1 million and RM7.0 million in current year quarter and immediate preceding quarter respectively.

The Group’s Energy segment recorded an improvement of RM7.3 million in PBT for the current year quarter as compared to immediate preceding quarter. The Group share in results in an associate company was affected by the drastic dropped of crude oil price in immediate preceding quarter.

1Q19 vs 1Q18:
The Group’s trade facilitation and e-Commerce shown a 15% down in its revenue in current year quarter (RM20.1 million vs RM23.9 million in 2018), lower quarter-to-quarter trade traffic volume of 6.3% was recorded in current year quarter; System Integration & Consultancy business recorded higher revenue of 5% in current year quarter (RM37.2 million vs. RM35.4 million), mainly contributed by progress billings for the work done on submarine cable installation and repair project in Indonesia of RM7.7 million. Lesser revenue was recognized from Genaxis Group (RM24 million vs. RM28.6 million) as the development of the Integrated Government Financial & Management System (“iGFMAS”) is at the final stage. Include in Genaxis Group’s revenue was the recurring income from the maintenance contract for iGFMAS. The Energy division continues to experience significant competitive pressure in an environment of declining oil & gas activities.

The performance of the Group’s information Technology segment was affected by the one-off adjustment made for Genaxis Group in preceding year corresponding quarter. The Group’s trade facilitation and e-Commerce recoded lower PBT of 7.5% in current year quarter (RM7.4 million vs RM8.0 million in 2018), mainly due to lower revenue in current year quarter. Their System Integration & Consultancy business remain profitable with reported PBT of RM3.1 million (RM17.3 million in 2018). The Group’s Energy segment recorded an improvement of 68% in PBT for the current year quarter as compared to preceding year corresponding quarter.

Prospects:
The Group continues to aggressively pursue its Group-wide operational cost optimization programme driving towards achieving improvements in operational efficiency and business profitability based on a sustainable cost structure. At the same time, the Group is focusing on the implementation of planned new initiatives targeted to develop sustainable revenue lines. Barring any unforeseen circumstances, the Group expects to deliver positive results for the year 2019.
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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 RM1.35 (dividend RM0.015) in 9 months 29 days, total return is 90.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.32 in 5 months 25 days, total return is 65%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.25 (dividend RM0.04) in 11 months 9 days, total return is 62.3%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.78 in 4 months 21 days, total return is 35.7%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.39 (dividend RM0.0825) in 7 months 27 days, total return is 30.8%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 18 days, total return is 30.4%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.75 (dividends RM0.03) in 8 months 11 day, total return is 24.5%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 5 months 11 day, total return is 16.5%

i) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.75 in 2 months 17 days, total return is 12.9%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 6 months 23 days, total return is 11.4%

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/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