James的股票投资James Share Investing

[转贴] [PETRONAS DAGANGAN BHD:将继续利用优质产品,即PETRONAS PRIMAX 95(Pro-Drive),专注于加强经销商和网络管理,以及通过电子支付解决方案Setel等数码计划提升客户体验] - James的股票投资James Share Investing

James Ng
Publish date: Wed, 17 Jul 2019, 09:40 AM

[PETRONAS DAGANGAN BHD:将继续利用优质产品,即PETRONAS PRIMAX 95(Pro-Drive),专注于加强经销商和网络管理,以及通过电子支付解决方案Setel等数码计划提升客户体验]

1Q19 vs 1Q18:
零售部门:
收入减少被加油站生产力提高,加油站数量增加,销量增加6%,在此期间引入新的PETRONAS PRIMAX 95(Pro-Drive)所抵消。税前利润增加了6,030万令吉,主要是由于MOPS价格趋势上升导致Mogas和Diesel利润率上升所致。

商业部门:
商业部门的平均销售价格和销量均增长1%,实现收入增加到4,660万令吉。成交量增加主要是由于现有客户需求增加及获得新合约,Jet A1销售额增加。此外,由于遵循有效的销售策略,Diesel也提高了销量。由于利润率提高以及Jet A1和Diesel的销量增加,税前利润增加了2660万令吉。

1Q19 vs 4Q18:
税前利润为3.83亿令吉,较上一季度增加3亿1,290万令吉,主要是由于零售及商业部门利润较高,为3.065亿令吉,而本季度MOPS价格趋势改善,上一季度MOPS价格走势的下滑加剧了这一趋势。

前景:
国油贸易将继续专注于库存管理,供应及分销效率以及营运支出优化,以确保公司保持弹性。

零售部门:
零售部门将继续利用优质产品,即PETRONAS PRIMAX 95(Pro-Drive),专注于加强经销商和网络管理,以及通过电子支付解决方案Setel等数码计划提升客户体验。此外,零售将继续寻求战略合作伙伴关系,为客户提供更多便利。 LPG和润滑油业务将专注于加强分销渠道以增加其市场份额。

商业部门:
制造业活动的增长可能会导致对石油产品的需求增加,这为商业部门提供了机会。商业业务和大宗液化石油气销售将通过有效的销售策略实现价值最大化,利用其卓越的物流,个性化服务和差异化产品来维持现有市场并占领新市场。
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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 RM1.60 (dividend RM0.015) in 11 months 4 days, total return is 125.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.47 in 6 months 30 days, total return is 83.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.38 (dividend RM0.04) in 1 year 15 days, total return is 78.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.67 (dividend RM0.1875) in 9 months 2 days, total return is 51.2%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.825 in 5 months 26 days, total return is 43.5%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.35 (dividend RM0.008) in 6 months 23 days, total return is 40.7%

g) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.46 in 1 month 16 days, total return is 40.4%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.035) in 7 months 28 days, total return is 32.7%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.83 (dividends RM0.063) in 9 months 9 days, total return is 19.1%

j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.61 (dividends RM0.04) in 9 months 16 days, total return is 15.4%

k) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 6 months 16 days, total return is 15.3%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 5 months 26 days, total return is 14.4%

m) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.455 in 4 months 29 days, total return is 13.8%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.20 (dividends RM0.084) in 11 months 17 days, total return is 8.2%

o) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.75 (dividend RM0.01) in 1 months 14 days, total return is 5.4%

p) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.57 (dividend RM0.05) in 3 months 22 days, total return is 4.5%

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

9月6日星期五: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/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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/Bz_-O7-HWnl

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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[PETRONAS DAGANGAN BHD: Retail Segment will continue to leverage superior products namely PETRONAS PRIMAX 95 with Pro-Drive, focus on strengthening dealership and network management as well as enhancing customer experience through digital initiatives such as Setel, an e-payment solution]

1Q19 vs 1Q18:
Retail Segment:
Decreased of revenue was offset by higher sales volume of 6% following improved station productivity, higher number of stations in operation and introduction of the new PETRONAS PRIMAX 95 with Pro-Drive during the period. Profit before taxation increased by RM60.3 million mainly due to higher margins for Mogas and Diesel following increasing MOPS prices trend.

Commercial Segment:
Commercial Segment recorded higher revenue of RM46.6 million contributed by 1% increase in both average selling prices as well as sales volume. The increase in volume was mainly attributable to higher Jet A1 sales following higher demand from existing customers and new contracts secured. In addition, improved volume was also contributed by Diesel following effective sales strategy. Profit before taxation increased by RM26.6 million following improved margins and higher volume from Jet A1 and Diesel.

1Q19 vs 4Q18:
Profit before taxation stood at RM383.0 million, an increase of RM312.9 million as compared to the preceding quarter primarily due to higher Retail and Commercial segments margins of RM306.5 million in tandem with the improved MOPS prices trend in the current quarter, compounded by the decline in MOPS prices trend in the previous quarter.

Prospects:
The Group will continue to focus on inventory management, supply and distribution efficiency as well as operating expenditure optimisation to ensure the Company remains resilient.

Retail Segment:
Retail Segment will continue to leverage superior products namely PETRONAS PRIMAX 95 with Pro-Drive, focus on strengthening dealership and network management as well as enhancing customer experience through digital initiatives such as Setel, an e-payment solution. In addition, Retail will continue to pursue strategic partnerships to provide added convenience to customers. LPG and Lubricant businesses will focus on strengthening distribution channels to grow their market share.

Commercial Segment:
Growth in manufacturing activities may lead to stronger demand for petroleum products, which provides an opportunity to the Commercial Segment. Commercial business and bulk LPG sales will maximise value through effective sales strategies, leveraging its superior logistics, personalised services and differentiated offerings to sustain existing markets and capture new markets.
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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 RM1.60 (dividend RM0.015) in 11 months 4 days, total return is 125.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.47 in 6 months 30 days, total return is 83.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.38 (dividend RM0.04) in 1 year 15 days, total return is 78.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.67 (dividend RM0.1875) in 9 months 2 days, total return is 51.2%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.825 in 5 months 26 days, total return is 43.5%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.35 (dividend RM0.008) in 6 months 23 days, total return is 40.7%

g) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.46 in 1 month 16 days, total return is 40.4%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.035) in 7 months 28 days, total return is 32.7%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.83 (dividends RM0.063) in 9 months 9 days, total return is 19.1%

j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.61 (dividends RM0.04) in 9 months 16 days, total return is 15.4%

k) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 6 months 16 days, total return is 15.3%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 5 months 26 days, total return is 14.4%

m) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.455 in 4 months 29 days, total return is 13.8%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.20 (dividends RM0.084) in 11 months 17 days, total return is 8.2%

o) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.75 (dividend RM0.01) in 1 months 14 days, total return is 5.4%

p) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.57 (dividend RM0.05) in 3 months 22 days, total return is 4.5%

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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