[MAGNI-TECH INDUSTRIES BHD:销售订单增加]
2Q20 vs 2Q19:
Q2-FYR 2020的收入比Q2-FYR 2019飙升17.8%至3亿133万令吉,这得益于成衣部门的可观销售贡献。服装部门的Q2-FYR 2020收入增长21.9%,这主要是由于收到的销售订单增加。但是,Q2-FYR 2019的包装收入下降了14.7%,这主要是由于收到的销售订单减少所致。
Q2-FYR 2020的税前利润为3814.1万令吉,较Q2-FYR 2019增长25.3%。Q2-FYR 2020的服装PBT增长27.9%,主要是由于更高的收入和更低的运营成本(相对于收入而言),主要是由于运营效率的提高,外汇收益增加了62万9千令吉(即从Q2-FYR 2019的200.2万令吉增加到Q2-FYR 2020的263.1万令吉)以及与投资相关的更高收益。 Q2-FYR 2020包装的PBT下降了13.4%,这主要是由于收到的销售订单减少所致。
YTD20 vs YTD19:
这年度的收入与去年同期相比增加了18.7%至6亿2865.9万令吉。服装收入增长22.2%,主要是由于收到的销售订单增加。但是,包装收入下降了11.0%,主要是由于收到的销售订单减少。这年度的PBT较去年同期增加31.6%至7833.4万令吉。
服装PBT较去年增长32.5%,主要是由于营业效率提高,投资相关收入增加和营业费用相对于收入的减少,但外汇收入减少了78.2万令吉( (从上一年的340.2万令吉减少至这财政期间的262万令吉)。包装PBT增长2.8%,主要是由于与投资相关的收入增加。
2Q20 vs 1Q20:
服装PBT下降4.4%,主要是由于2020财年第二季度的收入减少以及2020财年第一季度收到来自股份投资的股息收入248.4万令吉。外汇收益增加了264.2万令吉(即从亏损1.1万令吉到Q2-FYR 2020增加到263.1万令吉)。包装PBT下降2.3%,主要是由于产生了更高的运营支出。
前景:
服装的制造和销售仍将是美特工业的主要收入来源。服装和包装业务在此期间均有望保持盈利。
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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 29 days, total return is 200%
b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.28 in 10 months 21 days, total return is 122.6%
c) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.00 in 3 months 16 days, total return is 119.8%
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 10 days, total return is 84.9%
e) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.75 (adjusted)(dividend RM0.01) in 6 months 9 days, total return is 65.3%
f) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.42 in 5 months 11 days, total return is 57.8%
g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.35 (dividends RM0.083) in 1 Year 2 months 4 days, total return is 53%
h) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.18 in 11 months 25 days, total return is 47.5%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.66 (dividend RM0.07) in 1 Year 23 days, total return is 36.2%
j) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 (dividend RM0.018) in 11 months 18 days, total return is 34.5%
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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[MAGNI-TECH INDUSTRIES BHD: higher sale orders received]
2Q20 vs 2Q19:
Revenue for Q2-FYR 2020 soared 17.8% to RM301.330 million over Q2-FYR 2019 amid promising sales contribution from the garment segment. Garment segment delivered a 21.9% growth in revenue for Q2-FYR 2020 mainly due to higher sale orders received. However, packaging revenue for Q2-FYR 2019 decreased by 14.7% mainly due to lower sale orders received.
Profit before tax ("PBT") for Q2-FYR 2020 was RM38.141 million, a 25.3% jump from Q2-FYR 2019. Garment PBT for Q2-FYR 2020 expanded by 27.9% mainly due to higher revenue and lower operating costs incurred relative to revenue mainly driven by the improvement in operational efficiency, higher forex gain by RM0.629 million (ie. increased from RM2.002 million in Q2-FYR 2019 to RM2.631 million in Q2-FYR 2020), and higher investment related income. Packaging PBT for Q2-FYR 2020 dropped by 13.4% mainly due to lower sales orders received.
YTD20 vs YTD19:
Revenue for the financial period increased by 18.7% to RM628.659 million as compared to Last YTD. Garment revenue grew by 22.2% mainly due to higher sale orders received. However, packaging revenue decreased by 11.0% mainly due to lower sale orders received. PBT for the financial period improved by 31.6% to RM78.334 million as compared to Last YTD.
Garment PBT increased by 32.5% as compared to Last YTD mainly due to higher revenue and lower operating expenses incurred relative to revenue resulting from improvement in operation efficiency, higher investment related income, which were partially offset by lower forex gain by RM0.782 million (ie. decreased from 3.402 million in last YTD to RM2.620 million in the financial period). Packaging PBT increased by 2.8% mainly due to higher investment related income.
2Q20 vs 1Q20:
Garment PBT decreased by 4.4% mainly due to lower revenue in Q2-FYR 2020 and the receipt of dividend income from unquoted share investments of RM2.484 million in Q1-FYR 2020. The lower garment PBT for Q2-FYR 2020 was partially migitated by a higher forex gain by RM2.642 million (ie. up from a loss of RM0.011 million to a gain of RM2.631 million in Q2-FYR 2020). Packaging PBT was 2.3% lower mainly due to higher operating expenses incurred.
Prospects:
The manufacturing and sale of garment will still be the Group's major revenue contributor. Both the garment and packaging businesses are expected to remain profitable during this period.
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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
Chart | Stock Name | Last | Change | Volume |
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Created by James Ng | Sep 18, 2024