James的股票投资James Share Investing

[转贴] [GLOMAC BHD:今年,他们期望推出价值超过9亿令吉的新产业,引入有地和高层住宅产品的健康组合,以迎合可负担的中端市场;其在蒲种(Puchong)极为成功的旗舰项目中,他们计划将高层住宅产业引入今年的发展] - James的股票投资James Share Investing

James Ng
Publish date: Mon, 03 Feb 2020, 08:25 AM

[GLOMAC BHD:今年,他们期望推出价值超过9亿令吉的新产业,引入有地和高层住宅产品的健康组合,以迎合可负担的中端市场;其在蒲种(Puchong)极为成功的旗舰项目中,他们计划将高层住宅产业引入今年的发展]

集团本季度的收入增长了10%。高美达拥有人应占本季度及截至本年度的累计利润分别较上年同期分别增长426%和337%,这主要是由于更多的正在进行的开发阶段和房地产投资板块的更好表现,以及在此期间整体行政管理成本的节约取得的成就的补充。

物业发展:
该季度房地产开发部门的收入与上一季度相比增长了12%,这主要得益于新推出的项目的收入贡献,例如Plaza @ Kelana Jaya,位于Puchong的Lakeside Boulevard店铺,柔佛州Saujana Jaya以及最近在Saujana Rawang推出的项目。

物业投资:
该部门的业绩有所改善,主要是由于Glo Damansara购物中心的出租率较去年同期有所提高。

其他部门:
该部门的收入主要来自物业管理费。

QoQ:
本季度高美达的税前利润与上一季度相比增长了93%,主要是由于正在进行的项目的更多建设进度以及本季度售出的已完成单元所致。

前景:
在当前环境下,对于Glomac而言,确保产品能广受欢迎并能够维持其销售势头,提升其运营效率和对消费者需求的理解至关重要。在这方面,他们有信心,他们已经选出了一系列产品,这些产品的概念良好,在设计,价值和创新方面能吸引市场的各个买家。

今年,他们期望推出价值超过9亿令吉的新产业,引入有地和高层住宅产品的健康组合,以迎合可负担的中端市场。其中包括他们在PJ-Damansara的121 Residences,毗邻繁华的班达乌塔玛(Bandar Utama)枢纽,可通过各种高速公路,现有的大众捷运线以及即将推出的轻轨​​3(LRT3)线轻松到达。该发展项目包括两座服务式公寓和SoHo单元的住宅塔楼,总发展总值估计为3.21亿令吉。

其在蒲种(Puchong)极为成功的旗舰项目中,他们计划将高层住宅产业引入今年的发展。这个名为Green Tec Central的新项目包括服务式公寓以及带有自行车站和一个餐饮区的商业中心。

在20财年,他们还将在其城镇发展中推出新的有地住宅产品,例如Bandar Saujana Utama的Saujana Perdana,雪邦市的Saujana KLIA和柔佛州古来的Saujana Jaya。这些城市的销售活跃,预计这些新推出将继续受到欢迎。之前在Saujana KLIA邻近Putrajaya和Cyber​​jaya的项目几乎全部售出,而在Saujana Perdana推出的排屋的购买率有78%。
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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 RM2.34 (dividend RM0.025) in 1 year 5 months 19 days, total return is 230.8%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.75 (dividend RM0.04) in 1 year 6 months 30 days, total return is 125.2%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.25 in 1 year 11 days, total return is 117.4%

d) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.78 (adjusted)(dividend RM0.01) in 7 months 29 days, total return is 67.1%

e) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.715 in 5 months 6 days, total return is 57.1%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.13 (dividends RM0.113) in 1 Year 3 months 24 days, total return is 41.1%

g) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.06 (dividend RM0.015) in 1 Year 1 month 15 days, total return is 34.4%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.59 (dividend RM0.105) in 1 Year 2 months 13 days, total return is 33.5%

i) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.19 in 7 months 1 day, total return is 32.2%

j) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.23 (dividend RM0.018) in 1 Year 1 month 8 days, total return is 29.3%

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

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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

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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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[GLOMAC BHD: This year they look forward to launch more than RM900 million worth of new properties, introducing a healthy mix of landed and high-rise residential products, catering to the affordable and mid-market segment; within their highly successful flagship project in Puchong, they have plans to introduce high rise residential components into the development this year]

The Group’s revenue for the quarter increased by 10%. Profit Attributable to Owners of the Group for the quarter and cumulative year to date increased by 426% and 337% respectively as compared to previous corresponding period, mainly due to more ongoing development phases and better performance by the property investment segment, complemented by overall administrative cost savings achieved during the period.

Property Development:
Revenue from property development segment for the quarter increased by 12% as compared to previous corresponding quarter, mainly encouraged by revenue contribution from newly launched project, such as Plaza @ Kelana Jaya, Lakeside Boulevard’s shop offices at Puchong, Saujana Jaya at Johor, and recent launched phases at Saujana Rawang.

Property Investment:
The performance for this segment improved mainly due to better occupancy rate of Glo Damansara mall as compared to the previous corresponding period.

Other Operations:
Revenue for the segment comprises mainly from property management fees.

QoQ:
The Group’s Profit Before Tax for current quarter increased by 93% as compared to the immediate preceding quarter, mainly arose from further construction progress of the ongoing project phases and completed units sold during the current quarter.

Prospects:
In current environment, it is even more crucial for Glomac to emphasise on their operational efficiency and understanding of consumer demands in introducing products into the marketplace that will be well received and that are able sustain their sales momentum. In that respect, they are confident that they have lined up a strong suite of development products that are well conceptualised and that would appeal to the various segments of the market in terms of value and innovation in designs.

This year they look forward to launch more than RM900 million worth of new properties, introducing a healthy mix of landed and high-rise residential products, catering to the affordable and mid-market segment. This includes their 121 Residences in PJ-Damansara, neighbouring with the bustling hub of Bandar Utama, and easily accessible via various highways, the existing Mass Rapid Transit line as well as the upcoming Light Rail Transit 3 (LRT3) line. The development comprises of two residential towers of serviced apartments and SoHo units with a total estimated GDV of RM321 million.

Within their highly successful flagship project in Puchong, they have plans to introduce high rise residential components into the development this year. This new project, known as Green Tec Central, comprises serviced apartments, as well as a commercial hub with bicycle station and a food & beverage area.

In FY20, they will also be launching new phases of landed residential products in their township developments such as Saujana Perdana in Bandar Saujana Utama, Saujana KLIA in Sepang, and Saujana Jaya in Kulai Johor. Sales in these townships have been brisk, and they anticipate that these new phases will continue to be well received. Previous launches at Saujana KLIA, which has proximity to Putrajaya and Cyberjaya, are almost all sold, whilst terrace houses launched at Saujana Perdana has achieved a strong take up of 78%.
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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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