[YONG TAI BHD：在政府推动的旨在加强本地旅游业的举措（例如，Visit Malaysia 2020运动）的推动下，集团还将受益于预计到访人数的增加；未开票销售总额为3.82亿令吉]

物业发展：
截至2019年9月30日止的本季，集团录得2,664万令吉的营业额和674万令吉的PBT，而去年同期的收入为2,467万令吉和PBT 343万令吉。房地产开发部门2020年第一季度的收入和PBT较2019年第一季度有所增加，主要是由于正在进行的开发项目（The Apple, Amber Cove, The Dawn和Impression U-Thant）的贡献。

物业投资：
截至2019年9月30日止的本季，集团录得285万令吉的Encore Melaka票务收入和671万令吉的LBT，而去年同期的收入为448万令吉和747万令吉的LBT。尽管2020年第一季度门票销售低迷，但随着集团对剧院运营成本进行合理化，房地产投资部门的LBT有所减少。

QoQ：
永大集团本季度的税前利润为3万令吉，而截至2019年6月30日的上一季度报告的税前亏损为7756万令吉。

前景：
进入2020财年，集团预计将通过开展各种促销活动来鼓励更多的游客，与旅行社和酒店经营者建立更有效的合作关系，从而使Encore Melaka的购买率和门票销售继续提高。在政府推动的旨在加强本地旅游业的举措（例如，Visit Malaysia 2020运动）的推动下，集团还将受益于预计到访人数的增加。

在房地产开发部门，永大集团将专注于减少存货。鉴于马来西亚目前房地产市场疲软，永大集团将审慎推出新项目，并将选择适合市场需求的合适房地产产品。集团也正在重新考虑Terra广场的发展计划，这将是印象城发展的下一阶段。

截至2019年9月30日的未开票销售总额为3.82亿令吉，这归因于其正在进行的发展项目，即The Apple，Amber Cove，The Dawn和Impression U-Thant，集团预计其财务业绩的状况将在截至2020年6月30日的一年改善。
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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 RM2.40 (dividend RM0.025) in 1 year 5 months 8 days, total return is 239.2%

b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.48 in 1 year, total return is 157.4%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.90 (dividend RM0.04) in 1 year 6 months 19 days, total return is 144%

d) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.94 (adjusted)(dividend RM0.01) in 7 months 18 days, total return is 76.6%

e) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.755 in 4 months 26 days, total return is 65.9%

f) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.49 in 6 months 21 days, total return is 65.6%

g) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.19 (dividend RM0.015) in 1 Year 1 month 4 days, total return is 50.6%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividends RM0.113) in 1 Year 3 months 13 days, total return is 50.5%

i) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.34 (dividend RM0.018) in 1 Year 28 days, total return is 40.7%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.105) in 1 Year 2 months 2 days, total return is 37.4%

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

2月22日星期六：Silka Johor Bahru Hotel, Johor Bahru 7份点心

3月29日星期日：Hotel Sri Petaling, KL 3份点心

4月19日星期日：AG Hotel Penang, George Town 2份点心

2)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐

2月23日星期日：Silka Johor Bahru Hotel, Johor Bahru

3月28日星期六：Hotel Sri Petaling, KL

4月18日星期六：AG Hotel Penang, George Town

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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[YONG TAI BHD: The Group will also benefit from the expected increase in the number of tourist arrivals with the initiatives driven by the Government to strengthen the local tourism industry such as Visit Malaysia 2020 campaign; total unbilled sales of RM382 million]

Property Development:
The Group recorded revenue of RM26.64 million and PBT of RM6.74 million for the current quarter ended 30 September 2019 as compared to revenue of RM24.67 million and PBT of RM3.43 million in the preceding year quarter. The increase in revenue and PBT in 1Q 2020 as compared to 1Q 2019 from the property development segment was mainly due to the contribution from the on-going development projects, namely The Apple, Amber Cove, The Dawn and Impression U-Thant.

Property Investment:
The Group recorded RM2.85 million of Encore Melaka ticket revenue and LBT of RM6.71 million for the current quarter ended 30 September 2019 as compared to revenue of RM4.48 million and LBT of RM7.47 million in the preceding year quarter. Despite the low ticket sales in 1Q 2020, the LBT from the property investment segment has reduced following the cost rationalisation undertaken by the Group on the theatre operation costs.

QoQ:
The Group’s current quarter profit before tax is RM0.03 million as compared to RM77.56 million loss before tax reported in the preceding quarter ended 30 June 2019.

Prospects:
Moving into FY 2020, the Group is expecting to see continuing improvement in occupancy rate and higher ticket sales for Encore Melaka by implementing various promotional activities to encourage greater volume of visitors and more effective partnerships with tour agencies and hoteliers. The Group will also benefit from the expected increase in the number of tourist arrivals with the initiatives driven by the Government to strengthen the local tourism industry such as Visit Malaysia 2020 campaign.

On the property development division, the Group will focus on reducing its inventories. In view of the current weak property market conditions in Malaysia, the Group will be prudent in launching new projects and will select the right property offerings that will suit the market demand. The Group is also re-visiting the development plan of Terra Square, which will be the next phase of Impression City development.

With total unbilled sales of RM382 million as at 30 September 2019, which are attributed to its on-going development projects, namely The Apple, Amber Cove, The Dawn and Impression U-Thant, the Group expects its financial results to improve for the financial year ending 30 June 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