[PARKSON HOLDINGS BHD:最后一个季度,集团在马来西亚和印度尼西亚的零售业务预计将受益于节日购买]
截至二零一九年三月三十一日止九个月,百盛零售部录得收入略高,为30.36亿令吉,营业利润增加至六千六百万令吉。
马来西亚:
由于截至2019年3月31日止9个月的消费者信心较高,百盛马来西亚同店销售同比增长5%。然而,该业务仅录得收入增长2%至7.88亿令吉(比起一年前)因为关闭了不赚钱的商店。商店合理化和提高运营效率所带来的节约使运营业务盈利达到100万令吉。
中国:
截至2019年3月31日止九个月,百盛中国的收入增加到20.97亿令吉,主要归功于一年前推出的美容专卖店的贡献。百盛在优化门店效益方面的持续努力已经取得成果,导致本财年至今的营业利润增加至9,300万令吉。截至2019年3月31日,百盛于本财政年度迄今已关闭三家表现不佳的门店后,在中国30个城市拥有44家门店。
越南和缅甸:
截至2019年3月31日止的9个月,集团的越南业务录得同店销售减少19%,因为竞争日益激烈的零售业务;虽然缅甸唯一一家商店于2018年12月关闭,导致该部门录得较低的收入为5100万令吉,而本财年迄今为止的经营亏损较高为1500万令吉。
印度尼西亚:
截至2019年3月31日止9个月,经营亏损已收窄至1,400万令吉,而一年前则为2千万令吉,原因是营运效率提升。他们在印度尼西亚的业务开设了2家新的Centro商店,而在当前财政年度至今期间,2家不赚钱的店铺关闭了。
截至2019年3月31日止9个月,百盛的百盛信贷业务继续取得可观的进展,增加收入及盈利能力;而Hogan Bakery业务则通过提高运营效率实现收入增长。
QoQ:
中国新年庆祝活动见证了消费者支出增加,导致百盛报告本季度收入增长4%至11亿令吉。较高的收入加上持续努力以最大限度地提高运营效率,使百盛的营业利润和税前利润分别显着改善至5400万令吉和3700万令吉。
前景:
在本财政年度的最后一个季度,集团在马来西亚和印度尼西亚的零售业务预计将受益于节日购买,而其他地区将在没有重大庆祝活动的情况下经历季节性较低的表现。面对充满挑战的宏观经济环境及百盛零售地区的激烈竞争,百盛将继续执行其策略,专注于多元化零售业态,增强品牌及产品供应,以及营运优化,并为集团取得令人鼓舞的成果。
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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 RM1.54 (dividend RM0.015) in 10 months 30 days, total return is 117.5%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.41 in 6 months 26 days, total return is 76.3%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.33 (dividend RM0.04) in 1 year 11 days, total return is 72.3%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.58 (dividend RM0.1875) in 8 months 28 days, total return is 46.4%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.825 in 5 months 22 days, total return is 43.5%
f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.42 in 1 month 12 days, total return is 36.5%
g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 (dividend RM0.008) in 6 months 19 days, total return is 35.5%
h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.56 (dividend RM0.035) in 7 months 24 days, total return is 25.6%
i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.81 (dividends RM0.063) in 9 months 5 days, total return is 17.8%
j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 6 months 12 days, total return is 16.5%
k) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.62 (dividends RM0.03) in 9 months 12 days, total return is 15.4%
l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.18 in 5 months 22 days, total return is 13.5%
m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.65 (dividend RM0.05) in 3 months 18 days, total return is 9.7%
n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.14 (dividends RM0.084) in 11 months 13 days, total return is 6.7%
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28日星期日:Silka Johor Bahru Hotel, Johor Bahru
8月10日星期六: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
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
8月9日星期五: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/2320845318182209 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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[PARKSON HOLDINGS BHD: For the final quarter of the financial year, the Group's retailing operations in Malaysia and Indonesia are expected to benefit from the festive buying]
For the 9 months ended 31 March 2019, the Group's Retailing Division recorded a marginally higher revenue of RM3,036 million with operating profit increasing to RM66 million.
Malaysia:
Parkson Malaysia delivered a positive same store sale ("SSS") growth of 5% on account of the higher consumer sentiments for the 9 months ended 31 March 2019. The operations, however, reported only a revenue growth of 2% to RM788 million compared with that a year ago following the closure of under performing stores. Savings arising from stores' rationalisation and improved operating efficiencies have enabled the operations to turn profitable to RM1 million.
China:
Parkson China posted a higher revenue of RM2,097 million for the 9 months ended 31 March 2019 mainly attributable to the contribution from the beauty specialty stores which were launched a year ago. The Group's continuous efforts in optimising stores' effectiveness have borne fruit resulting in operating profit increasing to RM93 million for the current financial year-to-date. The Group has a network coverage of 44 stores in 30 cities across China as at 31 March 2019 following the closure of 3 underperforming stores during the current financial year-to-date.
Vietnam and Myanmar:
The Group's Vietnam operations recorded a negative SSS growth of 19% for the 9 months ended 31 March 2019 surrounded by the increasingly competitive retail scene; whilst the only store in Myanmar was closed down in December 2018, resulting in the division recording a lower revenue of RM51 million with a higher operating loss of RM15 million for the current financial year-to-date.
Indonesia:
Operating loss has narrowed to RM14 million for the 9 months ended 31 March 2019 compared with RM20 million a year ago, attributed to the improved operational efficiency. Their Indonesia operations opened 2 new Centro stores whilst 2 under performing stores were closed down during the current financial year-to-date.
For the 9 months ended 31 March 2019, the Group's Parkson Credit operations continued to post considerable progress with increasing revenue and profitability; whilst the Hogan Bakery operations registered revenue growth with improving operating efficiencies.
QoQ:
The Chinese New Year festivities witnessed increased consumer spending, resulting in the Group reporting a revenue growth of 4% to RM1,100 million for the current quarter under review. The higher revenue coupled with continuous efforts to maximise operational efficiencies had enabled the Group to register significant improvement in operating profit and profit before tax to RM54 million and RM37 million respectively.
Prospects:
For the final quarter of the financial year, the Group's retailing operations in Malaysia and Indonesia are expected to benefit from the festive buying, while other regions will experience seasonal lower performance in the absence of major festivities. In the face of challenging macro economic environment and severe competition in the retailing regions of the Group, the Group will continue to execute its strategies focusing on diversified retail formats, enhanced brands and product offerings, as well as operational optimisation, that had yielded encouraging results for the Group.
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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 RM1.54 (dividend RM0.015) in 10 months 30 days, total return is 117.5%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.41 in 6 months 26 days, total return is 76.3%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.33 (dividend RM0.04) in 1 year 11 days, total return is 72.3%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.58 (dividend RM0.1875) in 8 months 28 days, total return is 46.4%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.825 in 5 months 22 days, total return is 43.5%
f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.42 in 1 month 12 days, total return is 36.5%
g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 (dividend RM0.008) in 6 months 19 days, total return is 35.5%
h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.56 (dividend RM0.035) in 7 months 24 days, total return is 25.6%
i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.81 (dividends RM0.063) in 9 months 5 days, total return is 17.8%
j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 6 months 12 days, total return is 16.5%
k) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.62 (dividends RM0.03) in 9 months 12 days, total return is 15.4%
l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.18 in 5 months 22 days, total return is 13.5%
m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.65 (dividend RM0.05) in 3 months 18 days, total return is 9.7%
n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.14 (dividends RM0.084) in 11 months 13 days, total return is 6.7%
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/2320845318182209 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