[CYPARK RESOURCES BHD：预计随着LSS1下WTE电厂和太阳能发电站的启用，它将把可再生能源的装机容量从目前的31兆瓦增加到62兆瓦；LSS3和NEM计划产生的EPCC合同总价值估计约为40亿令吉]

3Q19 vs 3Q18:
集团在2019年第3季的税后盈利从去年同期的1,920万令吉增加80万令吉或3.9％至2,000万令吉。

环境工程：
本季度的税前利润从2018年第三季度的1,670万令吉微增40万令吉或2.3％至1,710万令吉。

园林绿化与基础设施：
该部门在2019年第三季度的税前利润增加了110万令吉，至150万令吉，而2018年第三季度则为40万令吉。

维护（操作和维护）：
该部门在2019年第三季度产生的收入减少了30万令吉，至130万令吉，而2018年第三季度则为160万令吉。与减少额一致，本季度的税前利润也从60万令吉减少了20万令吉，而2018年第三季度为40万令吉。

绿色科技与可再生能源：
本季度绿色技术与可再生能源部门的收入从2018年第三季度的1,450万令吉减少2.2％或30万令吉，至1,420万令吉。

YTD19 vs YTD18:
这集团的税后盈利从上一个财政期间的5020万令吉增加210万令吉或4.4％至5240万令吉，这是由于在本财政年度为不能免税的项目提供了税项拨备。

环境工程：
税前盈利从前一个财政期间的4,280万令吉，微增200万令吉或4.7％至4,480万令吉。

园林绿化与基础设施：
该部门的税前利润增加了150万令吉，至820万令吉，而上一个财政期间为670万令吉。

维护（操作和维护）：
该部门在本财政期间产生的收入减少了50万令吉，至450万令吉，上一财政期间为500万令吉。与营业额的减少一致，税前利润也从前一个财务期的170万令吉减少至140万令吉。

绿色科技与可再生能源：
绿色科技与可再生能源部门的收入在本财政期间轻微减少了10万令吉或0.4％至3,610万令吉，相比前一个财政期间为3,620万令吉。

3Q19 vs 2Q19:
集团在本季的收入减少14.1％或1,430万令吉，至8,720万令吉，相比前一季的1.014亿令吉。这主要是由于某些项目在本季度已接近完成。

前景：
由于世界经济动荡的一年，马来西亚在2018年录得4.7％的相对强劲的GDP增长。尽管世界银行估计到2020年马来西亚的国内生产总值将下降到约4.6％，这仍然是一个可观的增长目标，因全球和本国的绿色技术和可再生能源领域都有望在未来以更快的速度增长。彭博社在其2018年市场报告中预测，到2030年，电动汽车将从2017年的110万辆增加至至少3000万辆。IRENA在2018年预测，到2050年，可再生能源发电量将实现两位数增长，太阳能有望实现最大的增长。

马来西亚政府于2018年宣布了多项关键举措，以推动绿色和可再生能源议程。能源，科学技术，环境与气候变化部长（MESTECC）通过重申马来西亚致力于实现20％可再生能源目标的承诺，注入了强有力和清晰的路线图，以实现更加可持续和绿色的马来西亚，目前可再生能源只有2％。政府决定取消一些先前批准的基于化石燃料的新电厂，并进一步宣布高达1140兆瓦的可再生能源配额，其中包括改进的NEM电能表（“ NEM”）计划，新的大型太阳能（“ LSS”）3以及其他可再生能源（主要是水力，沼气和生物质）的配置，为马来西亚可再生能源的近期发展提供了强有力的指导。在2019年，Cypark将继续利用上述成功因素，以确保自2012年以来继续保持不间断的收入和盈利能力增长。

再生能源：
预计随着LSS1下WTE电厂和太阳能发电站的启用，它将把可再生能源的装机容量从目前的31兆瓦增加到62兆瓦。 Cypark充满信心，其在以前的LSS下在投标和确保EPCC项目方面已有的出色往绩将为其在即将到来的LSS3下成功中标提供关键优势，从而为我们这一代人和RE的销售增加了容量。

环境工程与解决方案：
Cypark借鉴了最近从其他LSS2项目所有者那里获得大型EPCC的成功经验，也希望在LSS3和NEM中复制同样的壮举。 LSS3和NEM计划产生的EPCC合同总价值估计约为40亿令吉。

建设工程：
预计该部门将显示适度增长，与马来西亚建筑业的目标2019年增长4.9％一致。

绿色科技：
预计这一特殊组成部门将继续在2019年为Cypark的利润做出积极贡献。鉴于政府最近宣布将生物柴油掺混物提高到10％的前景以及对绿色废物管理做法的推动，Cypark预计绿色技术领域将展示出在未来收入和利润率的良好增长趋势。
-----------------------------
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 RM1.88 (dividend RM0.025) in 1 year 2 months 9 days, total return is 166.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.825 in 1 month 25 days, total return is 81.3%

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 3 months 19 days, total return is 79.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 9 months 1 day, total return is 62.6%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.30 in 10 months 5 days, total return is 62.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 4 months 18 days, total return is 44.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.35 (dividend RM0.018) in 9 months 27 days, total return is 41.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16 (dividends RM0.083) in 1 Year 14 days, total return is 41.1%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 11 months 3 days, total return is 34.6%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.22) in 1 Year 7 days, total return is 30.2%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.31 in 4 months 18 days, total return is 26%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 2 months 21 days, total return is 10.1%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.48 (dividends RM0.04) in 1 Year 21 days, total return is 6.3%

n) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.20 (dividends RM0.08) in 1 Year 3 months 13 days, total return is 5.1%

o) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.88 in 9 months 21 days, total return is 3.5%

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页面与我联系。

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

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10a.m. – 9p.m.，免费午餐和晚餐

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

12月28日星期六：Hotel Sri Petaling, KL

2020年2月23日星期日：Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡

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

2020年2月21日星期五：Silka Johor Bahru Hotel, Johor Bahru 7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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[CYPARK RESOURCES BHD: It is expected with the commission of its WTE plant and solar farms under the LSS1, it will increase its RE installed capacity from the current 31 MW to around 62 MW; the expected total EPCC contract value generated by LSS3 and NEM program is estimated to be around RM4 billion]

3Q19 vs 3Q18:
The Group’s profit after tax for 3Q2019 increased by RM0.8 million or 3.9% to RM20.0 million from RM19.2 million as recorded in preceding year quarter.

Environmental Engineering:
The profit before tax in current quarter increased marginally by RM0.4 million or 2.3% to RM17.1 million from RM16.7 million in 3Q2018.

Landscaping & Infrastructure:
The profit before tax for 3Q2019 for this division increased by RM1.1 million to RM1.5 million as compared to RM 0.4 million recorded in 3Q2018.

Maintenance (Operation & Maintenance):
The revenue generated by this division for 3Q2019 decreased by RM0.3 million to RM 1.3 million as compared to RM1.6 million recorded in 3Q2018. In line with the decrease, the profit before tax in current quarter also decreased by RM 0.2 million from RM 0.6 million as compared to RM 0.4 million recorded in 3Q2018.

Green Tech & Renewable Energy:
The revenue for green tech & renewable energy division for current quarter decreased by 2.2% or RM0.3 million to RM14.2 million from RM14.5 million recorded in 3Q2018.

YTD19 vs YTD18:
The Group’s profit after tax increased by RM2.1 million or 4.4% to RM52.4 million from RM50.2 million recorded in preceding financial period due to the tax provision made for the non-tax-exempted projects during the current financial year.

Environmental Engineering:
The profit before tax slightly increased by RM2.0 million or 4.7% to RM44.8 million from RM42.8 million in the preceding financial period.

Landscaping & Infrastructure:
The profit before tax for this division increased by RM1.5 million to RM8.2 million as compared to RM6.7 million recorded in preceding financial period.

Maintenance (Operation & Maintenance):
The revenue generated by this division for current financial period decreased by RM0.5 million to RM4.5 million as compared to RM5.0 million in preceding financial period. In line with the decrease in revenue, the profit before tax also decreased to RM1.4 million from RM1.7 million recorded in preceding financial period.

Green Tech & Renewable Energy:
The revenue for green tech & renewable energy division for current financial period decreased marginally by RM0.1 million or 0.4% to RM36.1 million as compared to RM36.2 million recorded in preceding financial period.

3Q19 vs 2Q19:
The revenue of the Group for the current quarter decreased by 14.1% or RM14.3 million to RM87.2 million as compared to RM101.4 million recorded in the immediate preceding quarter. This was mainly due to certain projects which were near the completion in current quarter.

Prospects:
Malaysia has recorded a relatively strong GDP growth of 4.7% in 2018 on the back of a volatile year for the world economy. Despite the World Bank’s estimate of slower GDP of approximately for Malaysia 4.6% in 2020, still a respectable growth target, both the global and country’s green technology and renewable energy segments are viewed to grow at a faster rate in the future. Bloomberg in its 2018 market report forecasted that EV vehicles will increase from 1.1 million vehicles in 2017 to at least 30 million by 2030. IRENA in 2018 forecasted RE generation will have a double-digit growth well to 2050, with solar is expected to have the biggest growth.

In 2018, the Malaysian Government had announced several key initiatives to push the green and renewable energy agenda. The Minister of Energy, Science Technology, Environment and Climate Change (“MESTECC”) has injected strong commitments and clear roadmap to achieve a more sustainable and greener Malaysia by reaffirming Malaysia’s commitment to achieve a 20% Renewable Energy target, which currently stood at 2%. The government decision to cancel a few previously approved fossils fuel based new power plants and by further announcing up to 1,140 MW quota for RE comprising of improved NEM Energy Meter (“NEM”) scheme, new Large-Scale Solar (“LSS”) 3 and other RE (mainly hydro, biogas and biomass) allocation, has provided a strong direction on the immediate future of RE in Malaysia. In 2019, Cypark is to continue taking advantage of the above success factors to ensure it would continue its uninterrupted revenue and profitability growth experienced since 2012.

Renewable Energy:
It is expected with the commission of its WTE plant and solar farms under the LSS1, it will increase its RE installed capacity from the current 31 MW to around 62 MW. Cypark is confident that its existing exceptional track record in bidding and securing EPCC projects under the previous LSS will yield it a key advantage in securing a successful tender bid under upcoming LSS3, hence adding more capacity to our generations and sales of RE.

Environmental Engineering & Solution:
Taking cue from its recent success of securing sizeable EPCC from other LSS2 project owners, Cypark also hopes to replicate the same feat in LSS3 and the NEM. The expected total EPCC contract value generated by LSS3 and NEM program is estimated to be around RM4 billion.

Construction Engineering:
The segment is expected to show a moderate growth in line with the Malaysian construction industry targeted 2019 growth of 4.9%.

Green Technology:
This particular component is expected to continue contributing positively to the bottom line of Cypark in 2019. On the prospect of the government recent announcement about increasing biodiesel blend to 10% and the drive for greener waste management practices, Cypark expects that Green Technology segment will show a good growth trend in revenue and profitability in the future.
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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