[PANTECH GROUP HOLDINGS BHD：对马来西亚的碳钢对焊管件circumvention of antidumping duty（AD）的最终肯定性裁定的有利结果，碳钢制造厂开始向美国发货]

贸易部：
截至2019年8月31日的当前季度，贸易部门录得较低的外部收入8282万令吉（19财年第二季度：9561万令吉）和较低的部门税前利润774万令吉（19财年第二季度：1258万令吉），分别减少约1,279万令吉（13.38％）和484万令吉（38.47％）。

截至2019年8月31日的6个月，贸易部门的外部收入减少至1.731亿令吉（19财年6个月：1.9875亿令吉），税前利润减少到1864万令吉（19财年6个月：2562万令吉），分别减少了约2565万令吉（12.91％）和698万令吉（27.24％）。

制造部：
截至2019年8月31日的当前季度，制造部门的外部收入增加到6,521万令吉（19财年第2季度：5,246万令吉），部门税前利润也下降到309万令吉（19财年第2季度：346万令吉），分别增加约1,275万令吉（24.30％）和减少37万令吉（10.69％）。

销售收入增加的主要原因是，由于对马来西亚的碳钢对焊管件circumvention of antidumping duty（AD）的最终肯定性裁定的有利结果，碳钢制造厂开始向美国发货。

截至2019年8月31日的6个月，制造部门的外部收入减少至1.1996亿令吉（19财年的6个月：1.2769亿令吉），税前利润也减少到775万令吉（19财年的6个月：1004万令吉），分别减少了约773万令吉（6.05％）和229万令吉（22.81％）。

集团的表现：
截至2019年8月31日的当前季度，鹏达的收入保持为1.4803亿令吉（19财年第2季度：1.4806亿令吉），但税前利润（PBT）较低，为930万令吉（19财年第2季度：1492万令吉）。

截至2019年8月31日的6个月，鹏达的营业额减少至2亿9306万令吉（19财年6个月：3亿2645万令吉），税前盈利减少到2359万令吉（19财年6个月：3358万令吉） 。

QoQ：
在本季度，该集团的收入为1亿4803万令吉，较上一季度的1亿4502万令吉有所增加。

前景：
鹏达对石油和天然气行业的发展保持谨慎乐观的态度，并将审慎地继续关注和扩展其现有的创收业务，并通过扩大其作为石油和天然气行业以及相关上游和下游行业的主要管道，阀门和配件的解决方案提供商的能力，来寻求发展其本地和海外业务的机会。

最近恢复到美国的装运将为集团带来正面贡献，并且集团有机会继续在马来西亚和东南亚开展上游石油和天然气活动。除非有其他不可预见的情况，鹏达预计本财政年度的整体表现仍将令人满意。
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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 RM1.89 (dividend RM0.025) in 1 year 2 months 12 days, total return is 167.8%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.895 in 1 month 28 days, total return is 96.7%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.44 (dividend RM0.04) in 1 year 3 months 22 days, total return is 86.2%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.95 in 9 months 4 days, total return is 65.2%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 10 months 8 days, total return is 61.3%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.39 (dividend RM0.01) in 4 months 21 days, total return is 43.7%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.20 (dividends RM0.083) in 1 Year 17 days, total return is 43.6%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.35 (dividend RM0.018) in 9 months 30 days, total return is 41.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.66 (dividend RM0.07) in 11 months 6 days, total return is 36.2%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.26 (dividend RM0.22) in 1 Year 10 days, total return is 31.2%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.33 in 4 months 21 days, total return is 27.9%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.21 (dividends RM0.111) in 1 Year 2 months 24 days, total return is 9.1%

m) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.52 (dividends RM0.04) in 1 Year 24 days, total return is 9.1%

n) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.25 (dividends RM0.08) in 1 Year 3 months 16 days, total return is 7.4%

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

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

2020年2月22日星期六：Silka Johor Bahru Hotel, Johor Bahru 7份点心

2)【股票-实际操作班】课程：
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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[PANTECH GROUP HOLDINGS BHD: commencement of shipment to USA by carbon steel manufacturing plant following favourable results of final affirmative determination concerning circumvention of antidumping duty (AD) order on carbon steel butt-weld pipe fittings from Malaysia]

Trading Division:
For the current quarter ended 31 August 2019, the trading division recorded lower external revenue of RM82.82 million (Q2FY19: RM95.61 million) and lower segment profit before tax of RM7.74 million (Q2FY19: RM12.58 million), a decrease of approximately RM12.79 million (13.38%) and RM4.84 million (38.47%) respectively.

For the 6 months ended 31 August 2019, the trading division recorded lower external revenue of RM173.1 million (6 months FY19: RM198.75 million) and lower profit before tax of RM18.64 million (6 months FY19: RM25.62 million), a decrease of approximately RM25.65 million (12.91%) and RM6.98 million (27.24%) respectively.

Manufacturing Division:
For the current quarter ended 31 August 2019, the manufacturing division recorded higher external revenue of RM65.21 million (Q2FY19: RM52.46 million) and a lower segment profit before tax of RM3.09 million (Q2FY19: RM3.46 million), an increase of approximately RM12.75 million (24.30%) and a decrease of RM0.37 million (10.69%) respectively.

The better sales revenue was mainly due to commencement of shipment to USA by carbon steel manufacturing plant following favourable results of final affirmative determination concerning circumvention of antidumping duty (AD) order on carbon steel butt-weld pipe fittings from Malaysia.

For the 6 months ended 31 August 2019, the manufacturing division recorded lower external revenue of RM119.96 million (6 months FY19: RM127.69 million) and lower profit before tax of RM7.75 million (6 months FY19: RM10.04 million), a decrease of approximately RM7.73 million (6.05%) and RM2.29 million (22.81%) respectively.

Group Performance:
For the current quarter ended 31 August 2019, the Group registered a comparable revenue of RM148.03 million (Q2FY19: RM148.06 million) but a lower profit before tax (“PBT”) of RM9.30 million (Q2FY19: RM14.92 million).

For the 6 months ended 31 August 2019, the Group registered lower revenue of RM293.06 million (6 months FY19: RM326.45 million) and a lower profit before tax of RM23.59 million (6 months FY19: RM33.58 million).

QoQ:
In the current quarter under review, the Group reported marginal higher revenue of RM148.03 million compared to the preceding quarter of RM145.02 million.

Prospects:
The Group remains cautiously optimistic on the development in the oil and gas industries and will prudently continue to focus and expand on its existing revenue generating businesses and seek opportunities to grow its businesses, both local and overseas, by expanding its capacity as the major pipes, valves and fittings solutions provider to the oil and gas industries, related upstream and downstream industries.

The resumption of shipments to USA recently will contribute positively to the Group and there are opportunities for the Group in the continuing activities of upstream oil and gas activities in Malaysia and Southeast Asia. Barring further unforeseen circumstances, the Group expects its overall performance for the current financial year to remain satisfactory.
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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