[PANTECH GROUP HOLDINGS BHD:专注及扩展其现有业务,并寻求机会扩大其本地及海外业务,扩大其作为石油及天然气行业和上下游产业的主要管条,阀门及配件解决方案供应商的能力]
交易部门:
截至2019年2月28日止的当前季度,交易部门的外部收入增加到9,391万令吉(Q4FY18:8,570万令吉),以及更高的部门税前利润为1335万令吉(Q4FY18:948万令吉),分别增加约821万令吉(9.59%)及387万令吉(40.82%)。
截至2019年2月28日止12个月,贸易部门录得较高的外部收入3.871亿令吉(18财年12个月:3.4797亿令吉)及较高的部门税前利润5090万令吉(18财年12个月:4139万令吉),分别增加约3,913万令吉(11.25%)及951万令吉(22.98%)。本季度及2019年2月28日止12个月的部门收入和税前利润增加主要是由于本地石油和天然气项目的销售需求和交付量增加。
制造部门:
截至2019年2月28日止的当前季度,制造部门录得较低的外部收入4870万令吉(Q4FY18:6,386万令吉)和较低的税前利润为RM207万(Q4FY18:598万令吉),分别减少约1516万令吉(23.73%)及390万令吉(65.33%)。
截至2019年2月28日止12个月,制造部门录得较低的外部收入2.2211亿令吉(18财年12个月:2.668亿令吉)和较低的部门税前利润1505万令吉(FY18 12个月:RM2188万),分别减少约4468万令吉(16.75%)及684万令吉(31.24%)。
集团业绩:
截至2019年2月28日止的本季度,鹏达集团收入较低,为1.4261亿令吉(Q4FY18:1.4956亿令吉),而税前利润(「PBT」)则略低到1402万令吉(QYFY18:1421万令吉)。截至2019年2月28日止12个月,鹏达集团收入较低,为6.0922亿令吉(18财年12个月:6.1477亿令吉),但税前利润为6,163万令吉(18财年12个月:5,813万令吉) 。尽管碳钢制造厂的销售贡献减少,但集团业绩增长的主要原因是交易部门的销售需求增加。
在本季度审核中,集团报告的收入较上一季度的1.4016亿令吉增加到1.4261亿令吉。随着销售额增加,集团报告的税后利润(“PAT”)为1147万令吉,而上一季度则为1119万令吉,这主要是由于贸易部门的产品组合较好。
前景:
鹏达集团将审慎地继续专注及扩展其现有业务,并寻求机会扩大其本地及海外业务,扩大其作为石油及天然气行业和上下游产业的主要管条,阀门及配件解决方案供应商的能力。
鹏达集团认为有机会从马来西亚及东南亚上游石油及天然气活动增加的活动中获得更多订单。除非有不可预见的情况,鹏达集团预期下一财政年度的整体表现仍将令人满意。
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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 RM1.33 (dividend RM0.015) in 10 months 7 days, total return is 88.1%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 6 months 3 days, total return is 73.8%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 18 days, total return is 68.6%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.55 (dividend RM0.0825) in 8 months 5 days, total return is 39.3%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 4 months 30 days, total return is 31.3%
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 27 days, total return is 30.4%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months 1 day, total return is 20.1%
h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 20 days, total return is 19.6%
i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 20 days, total return is 14.1%
j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 26 days, total return is 12.3%
k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 21 days, total return is 4.2%
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
7月14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
7月13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/2302632626670145 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
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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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[PANTECH GROUP HOLDINGS BHD: focus and expand on its existing revenue generating businesses and seek opportunities to grow its businesses, both local and overseas, by expanding its capacity as the major pipes, valves and fittings solutions provider to the oil and gas industries, related upstream and downstream industries]
Trading Division:
For the current quarter ended 28 February 2019, the trading division recorded higher external revenue of RM93.91 million (Q4FY18: RM85.70 million) and higher segment profit before tax of RM13.35 million (Q4FY18: RM9.48 million), an increase of approximately RM8.21 million (9.59%) and RM3.87 million (40.82%) respectively.
For the 12 months ended 28 February 2019, the trading division recorded higher external revenue of RM387.10 million (12 months FY18: RM347.97 million) and higher segment profit before tax of RM50.90 million (12 months FY18: RM41.39 million), an increase of approximately RM39.13 million (11.25%) and RM9.51 million (22.98%) respectively. The higher revenue and segment profit before tax for the current quarter and the 12 months ended 28 February 2019 was mainly due to the increased in sales demand and delivery in local oil and gas projects.
Manufacturing Division:
For the current quarter ended 28 February 2019, the manufacturing division recorded lower external revenue of RM48.70 million (Q4FY18: RM63.86 million) and a lower segment profit before tax of RM2.07 million (Q4FY18: RM5.98 million), a decrease of approximately RM15.16 million (23.73%) and RM3.90 million (65.33%) respectively.
For the 12 months ended 28 February 2019, the manufacturing division recorded lower external revenue of RM222.11 million (12 months FY18: RM266.80 million) and lower segment profit before tax of RM15.05 million (12 months FY18: RM21.88 million), a decrease of approximately RM44.68 million (16.75%) and RM6.84 million (31.24%) respectively.
Group Performance:
For the current quarter ended 28 February 2019, the Group registered lower revenue of RM142.61 million (Q4FY18: RM149.56 million) and marginally lower profit before tax (“PBT”) of RM14.02 million (Q4FY18: RM14.21 million). For the 12 months ended 28 February 2019, the Group registered lower revenue of RM609.22 million (12 months FY18: RM614.77 million) but a higher profit before tax of RM61.63 million (12 months FY18: RM58.13 million). The better Group performance was mainly due to the increase in sales demand from trading division despite lower sales contribution from carbon steel manufacturing plant.
In the current quarter under review, the Group reported higher revenue of RM142.61 million compared to the preceding quarter of RM140.16 million. In tandem with higher sales, the Group reported higher profit after taxation (“PAT”) of RM11.47 million compared to preceding quarter of RM11.19 million which was mainly due to the better product mix from trading division.
Prospects:
The Group will prudently continue to focus and expand on its existing revenue generating businesses and seek opportunities to grow its businesses, both local and overseas, by expanding its capacity as the major pipes, valves and fittings solutions provider to the oil and gas industries, related upstream and downstream industries.
The Group see the opportunities to secure more orders from the increased activities in upstream oil and gas activities in Malaysia and Southeast Asia. Barring further unforeseen circumstances, the Group expects its overall performance for the next financial year to remain satisfactory.
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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 RM1.33 (dividend RM0.015) in 10 months 7 days, total return is 88.1%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.39 in 6 months 3 days, total return is 73.8%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 11 months 18 days, total return is 68.6%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.55 (dividend RM0.0825) in 8 months 5 days, total return is 39.3%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 4 months 30 days, total return is 31.3%
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 27 days, total return is 30.4%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months 1 day, total return is 20.1%
h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.68 (dividends RM0.03) in 8 months 20 days, total return is 19.6%
i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 in 5 months 20 days, total return is 14.1%
j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 in 2 months 26 days, total return is 12.3%
k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.04 (dividends RM0.084) in 10 months 21 days, total return is 4.2%
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/2302632626670145 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