James的股票投资James Share Investing

[转贴] [QL RESOURCES BHD:鱼类捕捞周期恢复以及鱼糜制品的贡献增加] - James的股票投资James Share Investing

James Ng
Publish date: Mon, 22 Jul 2019, 09:41 AM

[QL RESOURCES BHD:鱼类捕捞周期恢复以及鱼糜制品的贡献增加]

YoY:
海洋产品制造业(MPM)当前季度销售额和收益分别比同季度增长18%和45%,主要原因是马来西亚水资源的低鱼类捕捞周期恢复以及鱼糜制品的贡献增加。同样,由于同样的原因,累计销售额和利润分别增长了11%和23%。

棕榈油活动(POA)当前季度收益与相应季度相比大幅增加,原因是联营公司(Boilermech)的贡献增加以及OER和CPO毛利率上升。综合畜牧业(ILF)当前季度销售额较同季增加18%,主要是由于半岛和印度尼西亚家禽单位的贡献增加。 ILF的累计销售额和收益分别比上一季度增长了17%和3%。

QoQ:
由于季节性因素,MPM当前季度收益较上一季度下降39%。 POA的当前季度销售额较上一季度增长11%,原因是CPO价格较高(第四季度为1,976令吉,而第三季度为1,916令吉)以及卖了之前的未售出库存。由于CPO价格上涨,OER增加以及联营公司(Boilermech)的贡献增加,盈利增长22%。 ILF当前季度收益较上一季度下降41%,主要是由于生物资产的公允价值下降。

前景:
除了不可预见的事件外,全利资源的管理层相信2020财年的表现将会比2019财年有所改善。
-----------------------------
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 RM1.64 (dividend RM0.015) in 11 months 6 days, total return is 131.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.46 in 7 months 3 days, total return is 82.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 17 days, total return is 79.9%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.54 (dividend RM0.1875) in 9 months 4 days, total return is 44.3%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.34 (dividend RM0.008) in 6 months 25 days, total return is 39.7%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.795 in 5 months 28 days, total return is 38.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.70 (dividend RM0.035) in 7 months 30 days, total return is 36.6%

h) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.41 in 1 month 18 days, total return is 35.6%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.84 (dividends RM0.063) in 9 months 11 days, total return is 19.7%

j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 6 months 18 days, total return is 17.1%

k) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.60 (dividends RM0.04) in 9 months 18 days, total return is 14.7%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.18 in 5 months 28 days, total return is 13.5%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.15 (dividends RM0.084) in 11 months 19 days, total return is 6.9%

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/2325332794400128 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/B0M2jgjH32d

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
----------------------------
[QL RESOURCES BHD: recovery of low fish catch cycle In Malaysia water as well as higher contribution from surimi-based products]

YoY:
Marine Product Manufacturing's (MPM) current quarter sales and earnings increased 18% and 45% respectively against corresponding quarter mainly due to recovery of low fish catch cycle In Malaysia water as well as higher contribution from surimi-based products. Similarly cumulative sales and earnings increased 11% and 23% respectively due to the same reasons.

Palm Oil Activities's (POA) current quarter earnings increased significantly against corresponding quarter due to higher contribution from associate (Boilermech) as well as better OER and CPO milling margins. Integrated Livestock Farming's (ILF) current quarter sales increased 18% against corresponding quarter mainly due to higher contribution from Peninsular & Indonesia Poultry units. ILF's cumulative sales and earnings increased 17% and 3% respectively against corresponding quarter.

QoQ:
MPM's current quarter earnings decreased 39% against preceding quarter due to seasonal factor. POA's current quarter sales increased 11% against preceding quarter due to higher CPO price (RM1,976 in Q4 vs RM1,916 in Q3) as well as selling of previous qtr unsold stock. Earnings increased 22% due to higher CPO price, better OER as well as higher contribution from associate (Boilermech). ILF's current quarter earnings decreased 41% against preceding quarter mainly due to decrease in fair value of Biological assets.

Prospects:
Barring unforeseen events, the management are confident that FY2020 performance will improve against FY2019.
--------------------------------------------------------------------------
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 RM1.64 (dividend RM0.015) in 11 months 6 days, total return is 131.5%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.46 in 7 months 3 days, total return is 82.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.39 (dividend RM0.04) in 1 year 17 days, total return is 79.9%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.54 (dividend RM0.1875) in 9 months 4 days, total return is 44.3%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.34 (dividend RM0.008) in 6 months 25 days, total return is 39.7%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.795 in 5 months 28 days, total return is 38.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.70 (dividend RM0.035) in 7 months 30 days, total return is 36.6%

h) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.41 in 1 month 18 days, total return is 35.6%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.84 (dividends RM0.063) in 9 months 11 days, total return is 19.7%

j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.995 in 6 months 18 days, total return is 17.1%

k) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.60 (dividends RM0.04) in 9 months 18 days, total return is 14.7%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.18 in 5 months 28 days, total return is 13.5%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.15 (dividends RM0.084) in 11 months 19 days, total return is 6.9%

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/2325332794400128 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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