James的股票投资James Share Investing

[转贴] [ROHAS TECNIC BHD:上一年为扩大集团在区域范围内的业务而采取的举措将在未来几年中开始发挥积极作用] - James的股票投资James Share Investing

James Ng
Publish date: Sun, 17 Nov 2019, 01:37 PM

[ROHAS TECNIC BHD:上一年为扩大集团在区域范围内的业务而采取的举措将在未来几年中开始发挥积极作用]

这季度,集团的营业额为1亿2千700万令吉,比上一季度的收入9,030万令吉增加3,670万令吉或40.6%,营业利润则为1,580万令吉,增加560万令吉或54.9%,而去年同期为1,020万令吉。

这集团的EPCC部门在本季度贡献了8780万令吉的收入,比去年同期的4130万令吉增加了4650万令吉或112.6%,这主要是由于马来西亚,孟加拉国和老挝的EPCC工程,占集团总收入的69.2%。

这期内,这集团的营业额从去年同期的1亿7千730万令吉,增加4千370万令吉或24.6%至2亿2千100万令吉。

集团的EPCC部门贡献了1亿5770万令吉的收入,比去年同期的8850万令吉增加了6920万令吉或78.2%,这主要是由于EPCC在马来西亚,孟加拉国和老挝所做的工作所致,占集团总收入的71.3%。

QoQ:
这集团在本季录得营业额1亿2700万令吉,较上一季的9400万令吉增加3300万令吉或35.1%。集团收入的增长主要来自EPCC部门,该部门的收入更高,达8780万令吉,比上一季度的6,980万令吉增加了1,800万令吉或25.8%,而塔架制造部门的收入则为3760万令吉(增加1,440万令吉或62.1%,由于塔的交付量增加),而前一季度的收入为2,320万令吉。其他业务活动部门的收入为160万令吉,主要是由于配件供应增加了60万令吉或60.0%,而上一季度为100万令吉。

前景:
他们乐观地认为,上一年为扩大集团在区域范围内的业务而采取的举措将在未来几年中开始发挥积极作用。他们预计,除非金属价格和汇率出现意外波动,否则该集团将在2019年实现健康增长。
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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) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.62 (dividend RM0.05) in 7 months 22 days, total return is 7.7%

o) 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%

p) 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%

q) 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

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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[ROHAS TECNIC BHD: initiatives taken in the previous year to expand the Group’s businesses regionally will begin to contribute positively in the coming years]

In the current quarter under review, the Group's revenue of RM127.0 million, increased by RM36.7 million or 40.6% from the preceding corresponding quarter of RM90.3 million and recorded operating profit of RM15.8 million, increased by RM5.6 million or 54.9% from RM10.2 million in the preceding corresponding quarter.

The Group's EPCC segment contributed to a revenue of RM87.8 million in the current quarter, an increase by RM46.5 million or 112.6% from the preceding corresponding period of RM41.3 million, which was mainly contributed from EPCC works done in Malaysia, Bangladesh and Laos, which contributed to 69.2% of total Group revenue.

In the current period to date under review, the Group achieved a higher revenue by RM43.7 million or 24.6% at RM221.0 million from RM177.3 million in the preceding corresponding period.

The Group's EPCC segment contributed to revenue of RM157.7 million, an increase by RM69.2 million or 78.2% from the preceding corresponding period of RM88.5 million, which was mainly contributed from EPCC works done in Malaysia, Bangladesh and Laos, which contributed to 71.3% of total Group revenue.

QoQ:
The Group recorded a revenue of RM127.0 million in the current quarter, an increase of RM33.0 million or 35.1%, compared to its immediate preceding quarter's revenue of RM94.0million. The increase in group revenue were mainly contributed by the EPCC segment that had a higher revenue of RM87.8 million, increase by RM18.0 million or 25.8% from the immediate preceding quarter's revenue of RM69.8 million, and tower fabrication segment revenue of RM37.6 million, an increase by RM14.4 million or 62.1% from the immediate preceding quarter's revenue of RM23.2 million due to higher deliveries of towers. Revenue from other business activities segment of RM1.6 million, increased mainly due to supply of fittings by RM0.6 million or 60.0%, from the immediate preceding quarter's revenue of RM1.0 million.

Prospects:
They are optimistic that initiatives taken in the previous year to expand the Group’s businesses regionally will begin to contribute positively in the coming years. They expect the Group will show healthy growth in 2019 barring unforeseen fluctuations in metal prices and the exchange rate.
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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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