[UZMA BHD：更多的活动和额外的call out contracts为集团的收入增加做出了贡献]

YTD20 vs YTD19:
与2018年12月31日相比，集团在截至2019年12月31日的财政期间的收入增加了9020万令吉或46.7％，这主要是由于本财政期间将新子公司SVP财务业绩（8590万令吉）合并。此外，在截至2019年12月31日的财政期间，更多的活动和额外的call out contracts也为集团的收入增加做出了贡献。因此，截至2019年12月31日的财政期间，毛利比2018年12月31日增加了3,900万令吉或56.9％，毛利率从35.4％改善至37.9％。

2Q20 vs 1Q20：
截至2019年12月31日的第二季度，乌兹马的收入较2019年9月30日的前一季度增加了1,580万令吉或11.8％，主要是由于截至2019年12月31日的季度活动增加和额外的call out contracts。

因此，集团的毛利增加了390万令吉或7.5％，毛利率维持在37.2％至38.6％之间，而截至2019年9月30日的上一季度扣了NCI后的调整后PAT则增加了120万令吉或17.2％。

前景：
在马来西亚，根据《 PETRONAS 2020年至2022年活动展望》，计划在2021年和2022年保持稳定的钻探活动阵容，并且通过PETRONAS努力优化其资源需求，有望获得稳定的钻探活动前景。反过来，这可能表明在未来几年中对石油和天然气支持服务的需求将持续稳定，这有望为其集团带来积极的贡献。

他们对保持竞争力以在现有和新市场中进一步发展订单的能力感到乐观。凭借乌兹马的持续合同和最近赢得的合同，他们继续专注于发展上游服务部门，主要是integrated well solution services，成为主要的收入来源；也寻求机会，以扩大其向区域市场的渠道，特别是在泰国，印度尼西亚，文莱和菲律宾；加强其对其他服务领域的服务主张，并为其新的可再生能源领域建立订单。同时，由于效率提高，他们的利润率一直处于上升趋势，并且他们的集团专注于更高利润的业务。此外，他们正在加强运营绩效，人才开发和企业支持服务，以应对新市场中的更高活动和运营，以及为新客户提供服务。他们仍然相信，他们对执行战略计划的承诺将继续引导集团实现积极的轨道和可持续的增长。
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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 RM2.26 (dividend RM0.025) in 1 year 6 months 20 days, total return is 219.6%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM2.08 (dividend RM0.04) in 1 year 8 months 2 days, total return is 166.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.16 (adjusted)(dividend RM0.01) in 8 months 30 days, total return is 149.7%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.27 in 1 year 1 month 12 days, total return is 120.9%

e) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.67 in 6 months 7 days, total return is 47.3%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.19 (dividends RM0.113) in 1 Year 4 months 25 days, total return is 44.8%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.61 (dividend RM0.105) in 1 Year 3 months 14 days, total return is 35%

h) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.18 in 8 months 3 days, total return is 31.1%

i) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.03 (dividend RM0.015) in 1 Year 2 months 16 days, total return is 30.6%

j) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.21 (dividend RM0.018) in 1 Year 2 months 9 days, total return is 27.3%

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。

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有兴趣的朋友，可以电邮或PM FB page联络我
email：jamesngshare@gmail.com
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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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[UZMA BHD: higher activities and additional call out contracts during the financial period ended 31 December 2019 contributed to the increased in Group’s revenue]

YTD20 vs YTD19:
The Group’s revenue increased by RM90.2 million or 46.7% for the financial period ended 31 December 2019 compared to 31 December 2018, which is mainly due to the consolidation of SVP financial results as new subsidiary for the current financial period of RM85.9 million. Furthermore, higher activities and additional call out contracts during the financial period ended 31 December 2019 also contributed to the increased in Group’s revenue. Consequently, the gross profit increased by RM39.0 million or 56.9% for the financial period ended 31 December 2019 compared to 31 December 2018, with the gross profit margin improving from 35.4% to 37.9%.

2Q20 vs 1Q20:
The Group’s revenue increased by RM15.8 million or 11.8% for second quarter ended 31 December 2019 as compared to preceding quarter 30 September 2019, mainly due to higher activities and additional call out contracts during the quarter ended 31 December 2019.

Consequently, the Group’s gross profit reported an increased by RM3.9 million or 7.5%, with the gross profit margin remained steady at between 37.2% to 38.6%, and the Adjusted PAT after NCI increased by RM1.2 million or 17.2% as compared to preceding quarter ended 30 September 2019.

Prospects:
In Malaysia, according to PETRONAS Activity Outlook 2020 – 2022, a steady line-up of drilling activities is planned for 2021 and 2022, and a steady outlook of drilling activities is expected through PETRONAS’ effort of optimising its resource requirement. In turn, this may indicate consistent steady demand for oil and gas support services over the next few years, which expected to contribute positively to their Group.

They are optimistic in their ability to remain competitive to further grow their orderbook in existing and new markets. With the Group’s on-going contracts and recent contract wins, they maintain their focus to grow their upstream services segment, largely integrated well solution services, as the main revenue contributor; and to pursue opportunities for expanding their channels to regional market, especially in Thailand, Indonesia, Brunei and Philippines; to strengthen their service proposition for other service segments and to build the order book for their new renewable energy segment. Their margins, also, had been consistently on uptrend due to improved efficiency and their Group focus on higher margin business. In addition, they are strengthening their operational performance, talent development and corporate support services to address higher activities and operation in new markets, as well as for servicing new customers. They remain confident that their commitment on the execution of their strategic plans will continue to steer their Group for a positive trajectory and sustainable growth.
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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