[SCGM BHD：由于对食品和饮料包装的需求仍然旺盛，集团通过新的古来工厂将年产能从4100万公斤提高到6760万公斤，从4100万公斤提高了64.9％]

1Q20 vs 1Q19:
1Q20的本地销售水平维持在3,800万令吉（对比去年的3,750万令吉），使收入的下降略有缓解。尽管收入下降，但由于树脂价格下跌，SCGM在这季度的税前利润增长了45.7％至220.5万令吉，而1Q19税前利润为151.3万令吉。该集团的净利润在20财年第一季度从之前的106.3万令吉翻了一番，达到219.9万令吉，这是由于利用了资本免税额所带来的税收减少。

20年1季度 vs 19年4季度：
在20财年第1季度，由于本地和国际销售增加，集团收入从截至2019年4月30日（4Q19）的5070万令吉增长9.8％至5566.1万令吉。集团在1Q20录得220.5万令吉的税前盈利，而19年第4季度则为483.1万令吉的税前亏损，这与取得的更高收入，更低的原材料价格以及减少的外汇损失相符。该集团也公布20财年第1季度的净利润为219.9万令吉，而上一季度的净亏损为713.9万令吉，这是由于利用了资本免税额带来的税收减少。

前景：
食品和饮料（F＆B）包装仍然是SCGM 20财年第一季度收入的最大贡献者，贡献了82％，而且这种情况预计将持续下去。由于对食品和饮料包装的需求仍然旺盛，集团通过新的古来工厂将年产能从4100万公斤提高到6760万公斤，从4100万公斤提高了64.9％。

除此之外，SCGM还增加了产品定制以适应不断变化的行业需求，例如开发各种环保产品来吸引本地和国际客户。在全球原油价格波动的情况下，这集团将继续面临树脂价格的挑战，但希望通过提高自动化程度来提高运营效率，以减轻影响，并通过新工厂实现更好的规模经济。
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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 RM1.69 (dividend RM0.025) in 1 year 1 month 10 days, total return is 139.9%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.46 (dividend RM0.04) in 1 year 2 months 21 days, total return is 88.7%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.27 in 9 months 9 day, total return is 58.8%

d) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.65 in 30 days, total return is 42.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.32 (dividend RM0.018) in 8 months 30 days, total return is 38.7%

f) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.07) in 10 months 7 days, total return is 35.4%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.775 in 8 months 5 days, total return is 34.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.03 (dividends RM0.083) in 11 months 15 days, total return is 32.9%

i) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.29 (dividend RM0.1875) in 11 months 11 days, total return is 31.1%

j) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.12 (dividend RM0.01) in 3 months 20 days, total return is 27.5%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.22 in 3 months 20 days, total return is 17.3%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.29 (dividends RM0.111) in 1 Year 1 month 24 days, total return is 11.1%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.46 (dividends RM0.04) in 11 months 22 days, total return is 4.9%

n) PMETAL (PRESS METAL ALUMINIUM HOLDINGS BHD), recommended on 26 Aug 18, initial price was RM4.78, rose to RM4.90 (dividends RM0.075) in 1 Year 27 days, total return is 4.1%

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)【看懂年报和季报】课程:
11a.m. – 7p.m.，免费茶和咖啡

10月19日星期六：Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日：AG Hotel Penang, George Town 2份点心

12月29日星期日：Hotel Sri Petaling, KL 3份点心

2)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐

10月20日星期日：Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六：AG Hotel Penang, George Town

12月28日星期六：Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡

10月18日星期五：Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五：AG Hotel Penang, George Town 2份点心

12月27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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[SCGM BHD: With the demand for F&B packaging still strong, the Group’s efforts in marketing its products to both local and overseas markets is aided by the added annual extrusion capacity by 64.9% to 67.6 million kg, from 41.0 million kg via the new Kulai plant]

1Q20 vs 1Q19:
Dip in revenue was slightly mitigated by maintained local sales level at RM38.0 million in 1Q20, versus RM37.5 million previously. Despite the dip in revenue, SCGM recorded increase in profit before tax by 45.7% to RM2.205 million in the quarter under review, versus RM1.513 million profit before tax in 1Q19, due to lower resin prices. The Group’s net profit doubled to RM2.199 million in 1Q20, from RM1.063 million previously, resulting from lower tax expense from utilisation of capital allowance.

1Q20 vs 4Q19:
For 1Q20, the Group revenue grew 9.8% to RM55.661 million from RM50.700 million in the quarter ended 30 April 2019 (4Q19), due to higher local and international sales. The Group recorded a profit before tax of RM2.205 million in 1Q20, compared to loss before tax of RM4.831 million in 4Q19, in line with higher revenue achieved, lower raw material prices and reduced loss on foreign exchange. The Group also posted a net profit of RM2.199 million in 1Q20, versus a net loss of RM7.139 million in the preceding quarter, due to lower tax expense from utilisation of capital allowance.

Prospects:
Food and beverage (F&B) packaging remains the largest contributor to SCGM’s revenue in 1Q20 with 82% contribution, and the situation is expected to be sustained going forward. With the demand for F&B packaging still strong, the Group’s efforts in marketing its products to both local and overseas markets is aided by the added annual extrusion capacity by 64.9% to 67.6 million kg, from 41.0 million kg via the new Kulai plant.

In addition to this, SCGM are also increasing product customisation to suit ever-changing industry needs, such as developing a variety of eco-friendly products to attract local and international customers. The Group will continue to face challenges in resin prices amid the volatility of global crude oil prices, but is looking to mitigate the impact by improving operational efficiency through increased automation, and achieve better economies of scale from the new factory.
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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