[JAKS RESOURCES BHD：越南EPC建筑部门的建筑工程完成的工程量较高]

截至2019年9月30日的本季度，集团实现收入2.16亿令吉，比去年同期的1.177亿令吉增长约84％。增长的主要原因是，越南EPC建筑部门的建筑工程确认的收入额为1.685亿令吉，完成的工程量较高，而去年同期为3280万令吉。

本季度捷硕资源收入的主要贡献来自建筑部门，营业收入为2.134亿令吉。在整体上取得较高收入的情况下，捷硕资源在本年度的第三季度录得税前利润为1,720万令吉，而去年同期的税前亏损则为1,190万令吉。

建筑部门在本季度录得3,930万令吉的税前利润，而去年同期则为750万令吉。取得的较高利润主要归因于较高的进度费用和越南EPC建设工程确认的利润。尽管房地产开发和投资部门的收入较低，但在本季度中仍节省了一些成本。

QoQ:
捷硕资源在第三季录得较低的除税前盈利1,720万令吉，而截至2019年6月30日止的上季则取得2,440万令吉。

前景：
由于越南EPC的建筑工程有望达到预定的工作计划，并且在完成之前将继续为集团带来积极的影响，建筑部门将在2019财政年度的剩余期间继续成为主要的贡献者。对于房地产开发和投资部门，某些已开发房地产的交付被延迟，导致LAD费用增加，捷硕资源将努力尽快完成房地产开发项目。董事会将保持警惕，并将继续对捷硕资源业务的运营和管理保持应有的谨慎。
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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 RM1.97 (dividend RM0.025) in 1 year 3 months 13 days, total return is 179%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.00 in 2 months 29 days, total return is 119.8%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.24 in 10 months 5 days, total return is 115.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.41 (dividend RM0.04) in 1 year 4 months 24 days, total return is 82.4%

e) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.55 (dividend RM0.01) in 5 months 23 days, total return is 53.3%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.34 (dividends RM0.083) in 1 Year 1 month 18 days, total return is 52.4%

g) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.20 in 11 months 9 days, total return is 50%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07) in 1 Year 7 days, total return is 37.8%

i) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 (dividend RM0.018) in 11 months 2 days, total return is 36.6%

j) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.16 in 4 months 25 days, total return is 28.9%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.18 (dividend RM0.22) in 1 Year 1 month 11 days, total return is 27%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.30 in 5 months 23 days, total return is 25%

m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.76 (dividend RM0.05) in 8 months 1 day, total return is 16.8%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.30 (dividends RM0.111) in 1 Year 3 months 25 days, total return is 11.4%

o) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.52 (dividend RM0.0225) in 1 year 2 months 2 days, total return is 9.6%

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）：

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有兴趣的朋友，可以电邮或PM FB page联络我
email：jamesngshare@gmail.com
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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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[JAKS RESOURCES BHD: higher amount of revenue recognised from the Vietnam EPC construction works in the Construction division]

The Group achieved revenue of RM216.0 million for the current quarter ended 30 September 2019, an increase of approximately 84% from the previous year’s corresponding quarter of RM117.7 million. The increase was mainly attributable to the higher amount of revenue recognised from the Vietnam EPC construction works in the Construction division of RM168.5 million as compared to RM32.8 million achieved in the preceding year’s corresponding quarter following the higher amount of works done.

The main contributor to the Group’s revenue for the current quarter was from the Construction division with revenue of RM213.4 million. With an overall higher revenue achieved, the Group recorded a profit before tax of RM17.2 million in the current year’s third quarter as compared to a loss before tax of RM11.9 million achieved in the preceding year’s corresponding quarter.

The Construction division recorded a profit before tax of RM39.3 million in the quarter under review as compared to RM7.5 million achieved in the preceding year’s corresponding quarter. The higher profit achieved was mainly attributed by the higher progress billings and profit recognised from the Vietnam EPC construction works. Although the revenue of the Property Development & Investment division achieved was lower, there were some cost savings in the quarter under review.

QoQ:
The Group recorded lower profit before tax of RM17.2 million in the third quarter as compared to RM24.4 million achieved in the preceding quarter ended 30 June 2019.

Prospects:
The Construction division will continue to be the main contributor in the remaining period of the financial year 2019 as construction works for Vietnam EPC is expected to meet the scheduled work plan and will continue to deliver positively to the Group until its completion. For the Property Development and Investment division, delivery of some of the developed properties have been delayed resulting in the expensing of LAD charges and the Group will work to complete the property development project as soon as possible. The Board will remain vigilant and continue to exercise due care and prudence in the running and administration of the Group’s business.
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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

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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