[SKP RESOURCES BHD：主要客户的销售额增加]

YTD19 vs YTD18:
截至目前为止，该集团的营业额为8.494亿令吉，税前盈利为5540万令吉，而前一期间分别为9.077亿令吉和7000万令吉。

2Q20 vs 1Q20：
与上一季度相比，收入从3亿6250万令吉增加34.3％至4亿8690万令吉。税前盈利从2350万令吉增加35.5％至3190万令吉，主要是由于主要客户的销售额增加。

前景：
尽管由于贸易紧张局势导致全球市场面临挑战，但星光资源大多数客户的商业信心仍然保持乐观。集团在电子制造服务（“ EMS”）行业中处于战略地位，并继续追求机会来增加现有客户的市场份额。他们将继续扩大他们的PCBA，注塑成型和工程设计能力，以利用扩大后的产品组合。星光资源继续致力实现盈利增长，专注于不断追求卓越运营。

展望未来，根据集团的客户指南，他们预计将提高产能利用率并提高生产量。除非有任何不可预见的情况，否则他们预计客户订单的收入贡献将在未来几个季度增加。前景仍然良好，董事会乐观，并预计在截至2020年3月31日的财政年度实现利润增长。
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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 RM2.12 (dividend RM0.025) in 1 year 3 months 27 days, total return is 200%

b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.30 in 10 months 19 days, total return is 126.1%

c) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.96 in 3 months 14 days, total return is 111%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.43 (dividend RM0.04) in 1 year 5 months 8 days, total return is 84.9%

e) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.85 (adjusted)(dividend RM0.01) in 6 months 7 days, total return is 71.3%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.37 (dividends RM0.083) in 1 Year 2 months 2 days, total return is 54.3%

g) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.34 in 5 months 9 days, total return is 48.9%

h) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.17 in 11 months 23 days, total return is 46.3%

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 16 days, total return is 36.6%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.07) in 1 Year 21 days, total return is 35.4%

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 25 days, total return is 27%

l) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.83 (dividend RM0.05) in 8 months 15 days, total return is 21.3%

m) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.24 in 6 months 7 days, total return is 19.2%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.31 (adjusted)(dividends RM0.111) in 1 Year 4 months 10 days, total return is 11.6%

o) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.47 (dividend RM0.01) in 1 month 19 days, total return is 7.9%

p) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.21 in 2 months 15 days, total return is 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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[SKP RESOURCES BHD: higher sales recorded from key customers]

YTD19 vs YTD18:
The Group recorded a turnover of RM849.4 million with profit before tax of RM55.4 million for the current financial period to date as compared to RM907.7 million and RM70.0 million in the preceding period respectively.

2Q20 vs 1Q20:
Compared with preceding quarter, the revenue had increased 34.3% from RM362.5 million to RM486.9 million. The profit before taxation increased by 35.5% from RM23.5 million to RM31.9 million mainly due to higher sales recorded from key customers.

Prospects:
Despite the challenges in the global market as a result of trade tensions, business sentiment of most of the Group’s customers remain positive. The Group is strategically well positioned in the Electronics Manufacturing Services ("EMS") industry and continue to pursue opportunities to grow its market share from existing customers. They will continue to expand their PCBA, injection moulding and engineering capabilities to take advantage of a widened product portfolio. The Group remains driven to achieve profitable growth, focusing on the continuous pursuit of operational excellence.

Going forward, using the Group's customer guidance, they anticipate higher capacity utilisation and improve production throughput. Barring any unforseen circumstances, they expect revenue contribution from customers’ orders to increase in the coming quarters. Prospects remain good and the Board is optimistic and expects to achieve profit growth for the financial year ending 31 March 2020.
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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