James的股票投资James Share Investing

[转贴] [PRESS METAL ALUMINIUM HOLDINGS BHD:随着氧化铝价格从417美元的年高点在2019年8月跌至每吨300美元左右,他们预计利润率将在2019年下半年有所改善] - James的股票投资James Share Investing

James Ng
Publish date: Sat, 16 Nov 2019, 09:11 AM

[PRESS METAL ALUMINIUM HOLDINGS BHD:随着氧化铝价格从417美元的年高点在2019年8月跌至每吨300美元左右,他们预计利润率将在2019年下半年有所改善]

2Q19 vs 2Q18:
集团的税前利润(PBT)从2018年第二季度的2.2142亿令吉下降至1.2347亿令吉。

YTD19 vs YTD18:
截至2019年6月30日止六个月,集团录得收入43亿令吉,较去年同期减少2亿5942万令吉或5.68%。

2Q19 vs 1Q19:
在第二季度金属价格进一步走软之后,2019年第二季度的集团PBT也比2019年第一季度降低了3210万令吉或20.64%。

前景:
总体而言,齐力工业将2019年视为充满挑战的一年,但其低成本模式确保了他们仍然保持盈利。随着氧化铝价格从417美元的年高点在2019年8月跌至每吨300美元左右,他们预计利润率将在2019年下半年有所改善。铝作为具有绿色特征的新兴金属,有潜力进一步替代传统材料。长期前景仍令人鼓舞,因为他们预见能跨多个行业的广泛应用。
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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 RM1.87 (dividend RM0.025) in 1 year 3 months 3 days, total return is 165%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.07 in 2 months 19 days, total return is 135.2%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.30 in 9 months 24 days, total return is 126.1%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.50 (dividend RM0.04) in 1 year 4 months 14 days, total return is 93.7%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.24 in 10 months 28 days, total return is 55%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.38 (dividend RM0.018) in 10 months 21 days, total return is 44.9%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.41 (dividend RM0.01) in 5 months 13 days, total return is 44.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.19 (dividends RM0.083) in 1 Year 1 month 8 days, total return is 43%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.73 (dividend RM0.07) in 11 months 26 days, total return is 41.7%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.21 (dividend RM0.22) in 1 Year 30 days, total return is 28.6%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.30 in 5 months 13 days, total return is 25%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.235 in 1 months 20 days, total return is 17.5%

m) 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 3 months 15 days, total return is 10.1%

n) STRAITS (STRAITS INTER LOGISTICS BHD), recommended on 28 Jul 19, initial price was RM0.21, rose to RM0.22 in 3 months 15 days, total return is 4.8%

o) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM0.94 in 4 months 15 days, total return is 4.4%

p) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.49 (dividend RM0.0225) in 1 year 1 month 23 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。

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

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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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[PRESS METAL ALUMINIUM HOLDINGS BHD: With alumina prices dropping to approximately USD300 per tonne in August 2019 from the year high of USD417, they expect margins to improve in the later part of 2019]

2Q19 vs 2Q18:
The Group profit before tax (“PBT”) dropped from RM221.42 million in Q2 2018 to RM123.47 million.

YTD19 vs YTD18:
The Group recorded a revenue of RM4.30 billion for the six months period ended 30 June 2019, representing a reduction of RM259.42 million or 5.68% as compared to the same period last year.

2Q19 vs 1Q19:
The Group PBT in Q2 2019 was also lower than Q1 2019 by RM32.10 million or 20.64%, following by the further softening of metal price during the current quarter under review.

Prospects:
Overall, they deem 2019 as a challenging year but their low-cost model ensured they remained profitable. With alumina prices dropping to approximately USD300 per tonne in August 2019 from the year high of USD417, they expect margins to improve in the later part of 2019. Aluminium being the emerging metal of choice with its green characteristics has the potential to further replace traditional materials. The long-term prospects are promising as they foresee wider applications across multiple industries.
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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