James的股票投资James Share Investing

[转贴] [GLOBETRONICS TECHNOLOGY BHD:根据当前客户的预测,与2019年上半年相比,他们预计2019年下半年整体业务和销量将强劲复苏] - James的股票投资James Share Investing

James Ng
Publish date: Thu, 31 Oct 2019, 09:24 AM

[GLOBETRONICS TECHNOLOGY BHD:根据当前客户的预测,与2019年上半年相比,他们预计2019年下半年整体业务和销量将强劲复苏]

YoY:
截至2019年9月30日止的季度,东益电子的营业额及净利润分别为6630万令吉和1890万令吉,分别比去年的8770万令吉和2360万令吉减少了24%和20%。在回顾期间,东益电子的营业额和净利润分别为较低的1.574亿令吉和3020万令吉,而去年同期分别为2亿4570万令吉和4810万令吉(减少了36%和37%)。

QoQ:
东益电子在本季度的收入为6630万令吉,比上一季度的4700万令吉增长41%,而本季度的税后净利润为1890万令吉,比上一季度的810万令吉增长超过100%。收入和净利润增加的主要原因是:

1)从集团的某些客户那里获得更高的货运量和更好的规模经济;
2)更好地利用其运营资源和设施。

前景:
根据当前客户的预测,与2019年上半年相比,他们预计2019年下半年整体业务和销量将强劲复苏。东益电子将继续专注于提升价值链以让他们和主要的客户一起向前迈进,和在新产品设计和开发方面开展研发活动。
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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 RM1.88 (dividend RM0.025) in 1 year 2 months 18 days, total return is 166.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.88 in 2 months 5 days, total return is 93.4%

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 3 months 28 days, total return is 81.1%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.00 in 9 months 10 days, total return is 73.9%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.29 in 10 months 14 days, total return is 61.3%

f) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.74 (dividend RM0.07) in 11 months 12 days, total return is 42.5%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.35 (dividend RM0.018) in 10 months 7 days, total return is 41.8%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.17 (dividends RM0.083) in 1 Year 23 days, total return is 41.7%

i) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.27 (dividend RM0.01) in 4 months 27 days, total return is 36.5%

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 16 days, total return is 31.2%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.28 in 4 months 27 days, total return is 23.1%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.23 in 1 months 6 days, total return is 15%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.20 (dividends RM0.111) in 1 Year 2 months 30 days, total return is 8.9%

n) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.50 (dividends RM0.04) in 1 Year 30 days, total return is 7.7%

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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[GLOBETRONICS TECHNOLOGY BHD: Based on the current customers' forecast, as compared with the first half of 2019, they expect a strong recovery in their overall business and volume loadings in the second half of 2019]

YoY:
The Group’s revenue and net profit for the quarter under review was RM66.3 million and RM18.9 million, a decrease of 24% and 20% respectively as compared to RM87.7 million and RM23.6 million in the corresponding quarter ended 30 September 2018. For the period under review, the Group recorded a lower revenue and net profit of RM157.4 million and RM30.2 million as compared to RM245.7 million and 48.1 million respectively in the corresponding period last year (decrease of 36% and 37% respectively).

QoQ:
The Group’s revenue for the quarter under review was RM66.3 million, an increase of 41% from the preceding quarter of RM47 million while the net profit after tax of the Group for the quarter was RM18.9 million, an increase of more than 100% from the preceding quarter of RM8.1 million. The higher revenue and net profit were mainly due to:

1) Higher volume loadings and better economies of scale achieved from certain of the Group’s customers;
2) Better utilisation of their operational resources and facilities.

Prospects:
Based on the current customers' forecast, as compared with the first half of 2019, they expect a strong recovery in their overall business and volume loadings in the second half of 2019. The Group will continue to focus on escalating up the value chain and riding on the R&D initiatives in new products design and development with their key customers moving forward.
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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

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