James的股票投资James Share Investing

[转贴] [PESTECH INTERNATIONAL BHD:收购柬埔寨王国Bavet的20MW大型太阳能发电场特许经营权的94%;将根据电力购买协议向Electricite du Cambodge提供可再生能源] - James的股票投资James Share Investing

James Ng
Publish date: Sat, 09 May 2020, 10:31 AM

[PESTECH INTERNATIONAL BHD:收购柬埔寨王国Bavet的20MW大型太阳能发电场特许经营权的94%;将根据电力购买协议向Electricite du Cambodge提供可再生能源,在柬埔寨政府的担保下,能够为集团提供为期20年的经常性收入来源]

2Q20 vs 2Q19:
这集团在本季度录得1亿9090万令吉的收入,而去年同期为1亿7860万令吉。集团收入反映了这季度内项目完成的阶段。在本财政季度,项目部门的收入为1.872亿令吉,而去年同期为1.734亿令吉。业绩与正在进行的输电,配电和铁路电气化项目的计划进度一致。截至2019年12月31日,他们的订单余额为16亿令吉,将在合同期内逐步实现。这集团录得除税后盈利1220万令吉,上一年度相应的季度为1740万令吉。

2Q20 vs 1Q20:
集团在本季度录得收入1.909亿令吉,相比前一季度为1.874亿令吉。这集团的税后盈利为1,220万令吉,上一季度则为2,020万令吉。

前景:
当他们在2020财年中期结束时,该集团仍专注于在本地区建立可持续电力基础设施项目的意向。当这集团通过其全资子公司Astoria Solar Farm Sdn Bhd签订买卖协议,以收购柬埔寨王国Bavet的20MW大型太阳能发电场特许经营权的94%时,这项努力取得了成果。该项目将根据电力购买协议向Electricite du Cambodge提供可再生能源,在柬埔寨政府的担保下,能够为集团提供为期20年的经常性收入来源。

他们还通过引入具有商业可行性,清洁,绿色,离网电气化项目的革命性技术,在马来西亚,缅甸和柬埔寨探索各种可持续的发电和配电项目。管理层的目的是帮助特定国家扩大向传统上无法利用国家电网基础设施的用户的供电网络。因此,PESTECH将能够通过可靠和可持续的电力供应来增强广大社区的生计,从而发展其业务潜力,而电力供应不会对其现有的居住环境产生负面影响。

这集团相信,为建立更环保和对地球友好的电力基础设施而进行的努力将能够确保这集团长期的持续增长,从而创建一个在本地区受人尊敬的具有社会责任感的企业。除了为本地区建设可持续的绿色能源解决方案而进行的开发之外,发展中国家的发展进步继续要求每个国家在电气基础设施上进行更多的投资。这给集团提供了很多机会,以建立电网和铁路电气化的形式向本地区的电力公司提供服务。
-----------------------------
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 RM2.28 (dividend RM0.04) in 1 year 8 months 25 days, total return is 224.5%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) in 1 year 10 months 6 days, total return is 120.1%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.50 (adjusted)(dividend RM0.055) in 11 months 5 days, total return is 112.9%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.11 in 1 year 3 months 17 days, total return is 93%

e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) in 1 Year 6 months 30 days, total return is 48.9%

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

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7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
-------------------------------------------
[PESTECH INTERNATIONAL BHD: the Group entered into a sale and purchase agreement to acquire 94% of a 20MW large scale solar farm concession in Bavet, Kingdom of Cambodia; the project will be able to provide the Group with recurring income source for a period of 20 years, guaranteed by the Government of Cambodia, by supplying to Electricite du Cambodge renewable energy under a power purchase agreement]

2Q20 vs 2Q19:
The Group registered a revenue of RM190.9 million for current quarter under review as compared to RM178.6 million for the preceding year corresponding quarter. The Group revenue reflects the stage of projects completion during the quarter under review. During the current financial quarter, revenue for Project segment was recorded at RM187.2 million as compared to RM173.4 million in the preceding year corresponding financial quarter. The performance was in line with the planned progress of on-going transmission, distribution and rail electrification projects. As of 31 December 2019, their order book balance stood at RM1.6 billion, which will be realised progressively over the contract periods. The Group recorded profit after tax of RM12.2 million as compared to RM17.4 million for the preceding year
corresponding quarter.

2Q20 vs 1Q20:
The Group recorded revenue of RM190.9 million for current quarter under review as compared to RM187.4 million for the immediate preceding quarter. The Group recorded profit after tax of RM12.2 million as compared to RM20.2 million for the immediate preceding quarter.

Prospects:
As they came to a close at the mid-term for financial year 2020, the Group remained focused on its intention to build up sustainable power infrastructure projects around the region. This effort bore fruit when the Group, through its wholly owned subsidiary, Astoria Solar Farm Sdn Bhd, entered into a sale and purchase agreement to acquire 94% of a 20MW large scale solar farm concession in Bavet, Kingdom of Cambodia. The project will be able to provide the Group with recurring income source for a period of 20 years, guaranteed by the Government of Cambodia, by supplying to Electricite du Cambodge renewable energy under a power purchase agreement.

They are also exploring various sustainable power generation and distribution projects in Malaysia, Myanmar and Cambodia, through the introduction of revolutionary technology that are clean, green, and commercially viable for off-grid electrification projects. It is the intention of the management to help the particular countries in expanding the power supply network to the consumers that are traditionally not able to tap on the national grid infrastructure. Thus, PESTECH will be able to grow its business potential by enhancing the livelihood of a wider group of community, through reliable and sustainable power utility supply that does not have negative impact towards their existing living environment.

The Group believes that the efforts towards building greener and earth friendly power infrastructure will be able to ensure the continuous growth of the Group in the long run, in order to create a socially responsible enterprise that is respectable in the region. In addition to the development for building sustainable green energy solutions for the region, the development progress for the developing countries continue to require more investment in the electrical infrastructure for each respective country. This gives the Group plenty of opportunities to provide services to electrical utilities in the region in the form of electrical network build-up and rail electrification.
--------------------------------------------------------------------------
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

Related Stocks
Market Buzz