James的股票投资James Share Investing

[转贴] [LAY HONG BHD:沙巴(Sabah)坦帕卢里(Tamparuli)的农场的蛋鸡群的重新填充已在第二季度末完成,预计食用鸡蛋的生产将在截至2020年3月31日的本财政年度的第三季度恢复正常] - James的股票投资James Share Investing

James Ng
Publish date: Wed, 27 Nov 2019, 10:53 AM

[LAY HONG BHD:沙巴(Sabah)坦帕卢里(Tamparuli)的农场的蛋鸡群的重新填充已在第二季度末完成,预计食用鸡蛋的生产将在截至2020年3月31日的本财政年度的第三季度恢复正常]

综合家畜业务的收入增长了20.05%,即从去年同期的1.5276亿令吉增至本财政季度的1.834亿令吉。这主要是由于本季度出售的家禽产品的数量和价格比去年同期高。

由于一次非经常性的成本,在去年相应季度淘汰一整群蛋鸡,上一财政年度同期的税前亏损为1,717万令吉,而本季度丽鸿的税前利润为315万令吉。

QoQ:
在本季度的回顾中,综合家畜业务部门的营业额为1亿8340万令吉,高于上一季度的1亿6672万令吉,这主要是由于出售的家禽产品的售价较高。

前景:
沙巴(Sabah)坦帕卢里(Tamparuli)的农场的蛋鸡群的重新填充已在第二季度末完成,预计食用鸡蛋的生产将在截至2020年3月31日的本财政年度的第三季度恢复正常。柔佛州新的液态鸡蛋工厂投产面临的挑战已经克服,现在该工厂已准备就绪,即将投入商业生产。对于与日本NH Foods Ltd.合资的49%的公司,该公司正在按计划顺利进行,目前正朝着商业化生产方向发展。
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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 RM2.00 (dividend RM0.025) in 1 year 3 months 14 days, total return is 183.2%

b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.26 in 10 months 6 days, total return is 119.1%

c) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.99 in 2 months 30 days, total return is 117.6%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.38 (dividend RM0.04) in 1 year 4 months 25 days, total return is 78.6%

e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.40 (dividends RM0.083) in 1 Year 1 month 19 days, total return is 56.2%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.52 (dividend RM0.01) in 5 months 24 days, total return is 51.5%

g) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.19 in 11 months 10 days, total return is 48.8%

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 8 days, total return is 37.8%

i) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 (dividend RM0.018) in 11 months 3 days, total return is 34.5%

j) 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 12 days, total return is 27%

k) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.13 in 4 months 26 days, total return is 25.6%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.30 in 5 months 24 days, total return is 25%

m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.73 (dividend RM0.05) in 8 months 2 days, total return is 14.8%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.33 (dividends RM0.111) in 1 Year 3 months 26 days, total return is 12.1%

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 3 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):

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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[LAY HONG BHD: re-population of layers at the Sabah farm in Tamparuli has been completed at the end of the 2nd quarter and it is expected that the production of table eggs will be normalised in the 3rd quarter of this financial year ending 31 March 2020]

Revenue for the integrated live stock business had recorded an increase of 20.05% i.e from RM152.76 million recorded in the corresponding quarter last year to RM183.40 million in the current financial quarter. This was mainly due to the higher quantity and price of poultry products being sold in the current quarter compared to corresponding quarter last year.

A group pre-tax profit of RM3.15 million was recorded in the current quarter compared to pre-tax loss of RM17.17 million in the corresponding quarter of last financial year due to the one time non-recurring write-off on the layers' cost for a entire flock of birds which were culled in the corresponding quarter.

QoQ:
For the current quarter under review, integrated live stock business segment registered a higher revenue of RM183.40 million compared to RM166.72 million in the immediate preceding quarter mainly due to the higher selling price of poultry products being sold.

Prospects:
The re-population of layers at the Sabah farm in Tamparuli has been completed at the end of the 2nd quarter and it is expected that the production of table eggs will be normalised in the 3rd quarter of this financial year ending 31 March 2020. The challenges faced on the commissioning of the new liquid egg plant in Johor have been overcome and the plant is now ready to commence commercial production soon. For the 49% joint venture company with NH Foods Ltd., Japan, the company's plan is proceeding smoothly as planned and is now gearing towards commercial production.
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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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