[7-ELEVEN MALAYSIA HOLDINGS BHD：专注于客户的需求，追求卓越运营，成本管理和商业创新的核心战略支柱，同时通过更新商店，定价创新，促销活动，在客户心中刷新7-Eleven品牌，开发令人兴奋的产品]

1Q19 vs 1Q18:
大马7-Eleven本季度的收入为5.837亿令吉，较去年同期的5亿3570万令吉增加4,800万令吉或9.0％。收入增长继续受到新店增长，每位客户平均支出增加以及消费者促销活动改善的推动。食品服务部门的收入超过总收入的3.5％，比同一季度增长超过30.0％。

毛利润为2.107亿令吉，较去年同期增加1,750万令吉或9.1％。这主要归功于收入的增加，有利的销售组合，更高的营销收入以及改善的物流费用回收。

销售和分销费用增加主要是由于新店铺扩张导致员工相关成本和公用事业成本上升，部分被采用MFRS16租赁的影响抵消，导致折旧费用增加和租金费用降低。收入增加及营销收入增加导致大马7-Eleven的税后利润为1,120万令吉，较同期增加220万令吉或24.9％。剔除MFRS16：租赁，大马7-Eleven将实现税后利润1,380万令吉，较同期增加430万令吉或47.8％。

1Q19 vs 4Q18：
大马7-Eleven第一季度的税前利润较上一季度减少500万令吉或23.8％，主要是由于员工相关成本增加以及采用MFRS16：租赁的影响。

前景：
他们将继续专注于客户的需求，追求卓越运营，成本管理和商业创新的核心战略支柱，同时通过更新商店，定价创新，促销活动，在客户心中刷新7-Eleven品牌，开发令人兴奋的产品。
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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 RM1.65 (dividend RM0.015) in 11 months 11 days, total return is 132.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.50 in 7 months 8 days, total return is 87.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.40 (dividend RM0.04) in 1 year 22 days, total return is 81.1%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.58 (dividend RM0.1875) in 9 months 9 days, total return is 46.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.805 in 6 months 4 days, total return is 40%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.33 (dividend RM0.008) in 6 months 30 days, total return is 38.7%

g) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.44 in 1 month 23 days, total return is 38.5%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.67 (dividend RM0.035) in 8 months 6 days, total return is 34.3%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.87 (dividends RM0.063) in 9 months 16 days, total return is 21.6%

j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 6 months 23 days, total return is 15.3%

k) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.56 (dividends RM0.04) in 9 months 23 days, total return is 11.9%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.13 in 6 months 4 days, total return is 8.7%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084) in 11 months 24 days, total return is 5.2%

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

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：jamesnginvest

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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[7-ELEVEN MALAYSIA HOLDINGS BHD: They will continue to focus on their customer’s needs, pursuing their core strategy pillars of Operational Excellence, Cost Management and Commercial Innovation, at the same time refreshing the 7-Eleven brand in the mind of customers through refreshed stores, innovations in their pricing, promotions, and developing exciting products]

1Q19 vs 1Q18:
The Group’s revenue for the current quarter of RM583.7 million grew by RM48.0 million or 9.0% against the corresponding quarter’s revenue in the previous year of RM535.7 million. The growth in revenue continued to be driven by the growth in new stores, higher average spend per customer and better consumer promotion activity. Revenue from food service segment is above 3.5% of total revenue which grew more than 30.0% against the corresponding quarter.

Gross profit of RM210.7 million improved by RM17.5 million or 9.1% compared to the corresponding quarter in the previous year. This was mainly attributed to the increase in revenue, favourable sales mix, higher marketing income and improved logistics expenses recovery.

Increased of selling and distribution expenses was mainly due to new store expansion resulting in higher staff related costs and utilities costs, partially offset by the effect of adoption of MFRS16: Leases resulting in higher depreciation expenses and lower rental expenses. The increase in revenue and higher marketing income resulted in the Group’s profit after tax of RM11.2 million, an increase of RM2.2 million or 24.9% as compared to the corresponding quarter. Excluding MFRS16: Leases, the Group would have achieved profit after tax of RM13.8 million which is increased by RM4.3 million or 47.8% as compared to the corresponding quarter.

1Q19 vs 4Q18:
The Group’s recorded a lower profit before tax for the first quarter by RM5.0 million or 23.8% against the immediate preceding quarter mainly due to higher staff related cost and the effect of adoption of MFRS16: Leases.

Prospects:
They will continue to focus on their customer’s needs, pursuing their core strategy pillars of Operational Excellence, Cost Management and Commercial Innovation, at the same time refreshing the 7-Eleven brand in the mind of customers through refreshed stores, innovations in their pricing, promotions, and developing exciting products.
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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.

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