James的股票投资James Share Investing

[转贴] [DRB-HICOM BHD:预计随着2020年集团各大品牌推出新车型,该集团将进一步增长;马来西亚邮政升级的跟踪系统,预计将在2020年中期投入使用] - James的股票投资James Share Investing

James Ng
Publish date: Thu, 19 Mar 2020, 09:36 AM

[DRB-HICOM BHD:预计随着2020年集团各大品牌推出新车型,该集团将进一步增长;马来西亚邮政升级的跟踪系统,预计将在2020年中期投入使用]

截至2019年12月31日的三个月,多元资源的收入增加了10.5%,至35亿令吉,而截至2018年12月31日的同一季度为31.7亿令吉。收入的增长来自汽车领域。截至2019年12月31日的9个月期间,多元资源的收入增加16.9%至105.4亿令吉,相比截至2018年12月31日的同期为90.1亿令吉。

汽车行业:
增长的主要原因是PROTON在当前期间的汽车销量增加,以及制造,工程和航空航天公司的销售收入增加。

服务领域:
服务业的收入减少,主要来自马来西亚邮政集团,银行子公司以及Alam Flora Sdn. Bhd.截至2019年11月30日解散的结果。

房地产行业:
房地产领域收入减少主要是由于2019年6月ICQS综合大楼竣工后一家建筑相关公司的收入减少。

截至2019年12月31日止的本季/财政期间,集团实现税前盈利1.9472亿令吉及4.7246亿令吉,而在截至2018年12月31日的相应季度/财务期间内分别为税前盈利9670万令吉,税前亏损4694万令吉。总体上更好的表现在很大程度上归功于汽车领域。本季度/财务期的利润还包括卖掉股权投资和出售子公司的特殊收益。

QoQ:
多元资源在截至2019年12月31日的当前财政季度实现税前盈利1.9472亿令吉,而截至2019年9月30日的上一季度的税前盈利为1.3102亿令吉。本季度的业绩包括出售Alam Flora Sdn. Bhd.的利润。

前景:
为刺激2020年的增长,马来西亚国家银行在2020年1月将隔夜政策利率(OPR)从3.00%降至2.75%。此外,为了应对持续的COVID-19爆发的影响,政府宣布经济刺激方案以减轻影响。

PROTON最近推出了新的2020 PROTON X70,该产品在丹戎马林本地生产。为了满足最近推出的车型,以及满足国内和出口销售需求的下一代汽车,PROTON投资了12亿令吉用于丹戎马林的工厂扩建。该集团的汽车部门是收入的最大贡献者,预计随着2020年集团各大品牌推出新车型,该集团将进一步增长。

根据政府的批准,马来西亚邮政已对商业邮费和国际业务实行新的收费。作为提高服务效率和改善客户体验的转型计划的一部分,马来西亚邮政将继续投资于数字化和电子商务基础设施,以利用蓬勃发展的数字经济。这包括升级的跟踪系统,预计将在2020年中期投入使用。这些举措将提高马来西亚邮政的运营效率,从而改善其财务业绩。

在激烈的竞争中,集团在国防,航空,银行,服务和房地产领域的其他业务将继续努力取得更好的业绩。考虑到政府为刺激国民经济,以刺激消费所做的努力,该集团的前景仍保持谨慎,因为该集团预计到2020年12月31日财政年度会充满挑战。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.51 (dividend RM0.04) in 1 year 8 months 17 days, total return is 95%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.34 (dividend RM0.025) in 1 year 7 months 6 days, total return is 90.9%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.27 (adjusted)(dividend RM0.055) in 9 months 16 days, total return is 39.2%

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。

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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
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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[DRB-HICOM BHD: Automotive sector is the largest contributor to revenue and it expects a further boost with launches of new models by various marques in the Group in 2020; an upgraded track and trace system of Pos Malaysia is expected to be operational by mid-2020]

For the three months ended 31 December 2019, the Group’s revenue increased by 10.5% to RM3.50 billion compared with RM3.17 billion in the corresponding quarter ended 31 December 2018. The increase in revenue was contributed by the Automotive sector. In respect of the nine months period ended 31 December 2019, the Group’s revenue improved by 16.9% to RM10.54 billion compared with RM9.01 billion in the corresponding period ended 31 December 2018.

Automotive Sector:
The increase was principally due to higher sales of vehicles by PROTON during the current period and also improved sales revenue by the manufacturing & engineering and aerospace companies.

Services Sector:
The services sector recorded lower revenue mainly from Pos Malaysia group, the banking subsidiary company and also de-consolidation of Alam Flora Sdn. Bhd.’s results as of 30 November 2019.

Properties Sector:
The reduction of revenue in properties sector was mainly due to lower revenue of a construction related company following the completion of ICQS Complex in June 2019.

The Group achieved pre-tax profits of RM194.72 million and RM472.46 million for the current quarter/financial period ended 31 December 2019 compared with the pre-tax profit of RM96.70 million and pre-tax losses of RM46.94 million in the corresponding quarter/financial period ended 31 December 2018 respectively. The overall better performance was largely contributed by the automotive sector. The profits for the current quarter/financial period also included the exceptional gains on divestment of equity investments and disposal of a subsidiary company.

QoQ:
The Group achieved a pre-tax profit of RM194.72 million in the current financial quarter ended 31 December 2019 compared with pre-tax profit of RM131.02 million in the preceding quarter ended 30 September 2019. Included in the current quarter’s results is the exceptional gain on disposal of Alam Flora Sdn. Bhd..

Prospects:
To stimulate growth in 2020, Bank Negara Malaysia has reduced the Overnight Policy Rate (“OPR”) from 3.00% to 2.75% in January 2020. Further, to address the effects of the on-going COVID-19 outbreak, the Government has announced an economic stimulus package to mitigate the impact.

PROTON recently launched its new 2020 PROTON X70 which is locally produced in Tanjung Malim. PROTON invested RM1.2 billion for Tanjung Malim’s plant expansion to cater to the recently launched model, as well as for its next generation of vehicles in fulfiling domestic and export sales requirements. The Group’s Automotive sector is the largest contributor to revenue and it expects a further boost with launches of new models by various marques in the Group in 2020.

Pursuant to Government’s approval, Pos Malaysia Berhad has implemented the new tariff for commercial postage and international businesses. As part of its transformation agenda to improve service efficiency and enhance customer experience, Pos Malaysia will continue to invest in digitalisation and e-commerce infrastructure to take advantage of the booming digital economy. This includes an upgraded track and trace system that is expected to be operational by mid-2020. These initiatives will elevate Pos Malaysia’s operational efficiencies and hence improve its financial performance.

The Group’s other businesses in defence, aerospace, banking, services and property segments will continue to strive for better performance amidst stiff competition. Considering the efforts taken by the Government to stimulate the national economy in order to boost consumption, the Group remains cautious in its outlook as it expects a challenging financial year ending 31 December 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