[PENTAMASTER CORP BHD:FAS部门的收入增加,主要是由于TP Concept Sdn. Bhd.的贡献(集团于2019年9月收购)]
腾达科技在本季录得除税前盈利2,720万令吉,较上个同季的3,310万令吉减少,减少17.9%。
自动化测试设备:
2020年第1季度,该集团的测试设备和解决方案的交付满足了汽车市场,5G基础设施,以及电信领域更广泛的3D传感产品组合的更广泛的终端市场应用和行业基础。这是该集团在环境和传感器领域的旗舰测试解决方案的补充。考虑到多样性和随着技术的进步,集团在更广泛的行业领域中的影响力不断扩大,除非受到当前的COVID-19大流行任何进一步的干扰,否则集团的ATE领域有望取得更好的发展势头。由于取得的较低收入,该部门在本季度回顾的税前利润减少了1,140万令吉或35.2%,而去年同期的税前利润则为3,240万令吉。
工厂自动化解决方案:
这部门在本季度录得3,420万令吉的收入,较去年同期的1,770万令吉增加约93.2%。截至2020年3月31日的财政期间,FAS部门的收入较2019年3月31日的财政期间增加,主要是由于TP Concept Sdn. Bhd.的贡献(集团于2019年9月收购)。
此外,该部门还见证了来自汽车市场以及消费品和工业产品市场对集团i-ARMS(智能自动化机器人制造系统)解决方案的更高需求。由于收入增加,腾达科技在本季回顾的除税前溢利增加了270万令吉,而去年除税前溢利则为230万令吉,增加117.4%,主要是由于产品组合的改善。
智能控制解决方案系统:
这部门在本季度录得30万令吉的税前亏损,而去年同期则为20万令吉的税前亏损。尽管i-HUB解决方案在模块化系统最终稿定之前尚未对该部门做出积极贡献,但腾达科技仍继续对该部门实施有效的成本管理。
QoQ:
腾达科技在本季的除税前盈利为2720万令吉,较上季的3820万令吉降低,减少了28.7%。
自动化测试设备:
该部门的除税前利润较低,为2100万令吉,而上一季度为3970万令吉。
工厂自动化解决方案:
本季度该部门的收入增加了610万令吉,而上一季度则为2810万令吉。这主要是由于汽车领域以及消费和工业产品领域对集团的i-ARMS(智能自动化机器人制造系统)解决方案的需求增加。另一方面,由于产品组合的有利变化,该部门在本季度取得了460万令吉的税前利润,这导致了本季度回顾中每个项目交付的利润率提高。
智能控制解决方案系统:
该部门的税前亏损为30万令吉,而上一季度则为80万令吉。
前景:
截至这公告日期,腾达科技已见证马来西亚及其他国家的MCO逐步放松,但恢复生产正常化仍需时日,腾达科技力图弥补因项目交付延迟而造成的损失,通过提高生产力,供应链多样化和增加员工能力在切实可行的范围内尽快弥补。
腾达科技坚信自己的基本面,因为它扩大了在有机会的技术领域内的业务范围。其中包括(i)电信行业内的光电生态系统和3D传感技术;(ii)电动汽车激增和电气化的汽车行业;(iii)医疗行业;以及(iv)消费和工业产品领域随着机器人技术和自动化技术的广泛采用。
除了利用其专有技术在技术价值链中向上发展并获得更深的市场吸引力外,腾达科技将继续寻求潜在的机会。腾达科技在创造价值和回报股东方面将保持努力,并在业务战略和计划上保持坚定不移。
-----------------------------
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 RM2.60 (dividend RM0.04) in 1 year 10 months, total return is 269.2%
b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM33.80 (adjusted)(dividend RM0.32) in 1 Year 11 months 11 days, total return is 181.1%
c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.68 (adjusted)(dividend RM0.055) in 1 Year 10 days, total return is 123.7%
d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.72 (dividend RM0.04) in 1 year 11 months 11 days, total return is 121.4%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.935 in 1 year 4 months 23 days, total return is 62.6%
f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.35 (dividend RM0.148) in 1 Year 8 months 5 days, total return is 57.1%
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。
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
-----------------------------------
[PENTAMASTER CORP BHD: increase in revenue from the FAS segment was mainly due to the effect of contribution from TP Concept Sdn. Bhd., which the Group acquired in September 2019]
The Group recorded a lower profit before taxation of RM27.2 million in the current quarter as compared to the profit before taxation of RM33.1 million in the previous corresponding quarter, representing a decrease of 17.9%.
Automated test equipment:
In 1Q2020, the delivery of the Group’s test equipment and solutions caters for a more diverse end market application and industry base, spanning across the automotive segment, 5G infrastructure as well as broader 3D sensing portfolio within the telecommunications segment. This is in addition to the Group’s flagship test solutions in ambient and proximity sensors. Taking into account the diversity and exposure of the Group in a wider industry segments with its technology advancements, the Group’s ATE segment is expected to witness better momentum going forward barring any further disruption from the current COVID-19 pandemic. As a result of lower revenue achieved, this segment recorded lower profit before taxation by RM11.4 million or 35.2% in the current quarter under review as compared to profit before taxation of RM32.4 million in the corresponding quarter last year.
Factory automation solutions:
This segment recorded revenue of RM34.2 million in the current quarter as compared to revenue of RM17.7 million in the corresponding quarter last year, representing increase of approximately 93.2%. The increase in revenue from the FAS segment during the financial period ended 31 March 2020 as compared to the financial period ended 31 March 2019 was mainly due to the effect of contribution
from TP Concept Sdn. Bhd., which the Group acquired in September 2019.
Additionally, this segment also witnessed a higher demand for the Group’s i-ARMS (intelligent automated robotic manufacturing system) solutions from the automotive segment and the consumer and industrial products segment. Due to higher revenue, the Group recorded higher profit before taxation by RM2.7 million in the current quarter under review as compared to profit before taxation of RM2.3 million representing an increase of 117.4% mainly due to better product mix.
Smart control solution system:
This segment recorded a loss before taxation of RM0.3 million in the current quarter as compared to loss before taxation of RM0.2 million in the corresponding quarter last year. While the i-HUB solution has yet to contribute positively to this segment pending the finalization of its modular system, the Group has continued to implement effective cost management for this segment.
QoQ:
The Group recorded a lower profit before taxation of RM27.2 million in the current quarter as compared to the profit before taxation of RM38.2 million in the preceding quarter, representing a decrease of 28.7%.
Automated test equipment:
This segment achieved a lower profit before taxation of RM21.0 million as compared to RM39.7 million in preceding quarter.
Factory automation solutions:
Revenue from this segment in the current quarter increased by RM6.1 million against revenue of RM28.1 million in the preceding quarter. This was mainly due to higher demand for the Group’s i-ARMS (intelligent automated robotic manufacturing system) solutions from the automotive segment and the consumer and industrial products segment. On the other hand, this segment recorded higher profit before taxation of RM4.6 million in the current quarter as a result of favorable changes in product mix resulting in better profit margin per project delivered during the quarter under review.
Smart control solution system:
This segment recorded a loss before taxation of RM0.3 million compare to loss before taxation of RM0.8 million recorded in the preceding quarter.
Prospects:
While the Group has witnessed the gradual relaxation of the MCO in Malaysia and in other countries as at the date of this announcement, the resumption of production normalisation would take time and the Group strives to recover the lost capacity in project delivery as soon as practicable through productivity improvement, supply chain diversification and increased workforce capacity.
The Group strongly believes in its fundamentals with its broadening exposure in segments within the technology sector with the right opportunities. This includes (i) optoelectronics ecosystem and 3D sensing technology within the telecommunications sector, (ii) automotive sectors with the proliferation of electric vehicle and the electrification in the car industry, (iii) medical sectors, and (iv) consumer and industrial products segment with the wider adoption of robotics and automation.
The Group will continue to seek potential opportunities besides leveraging on its technology and know-how to move itself upwards along the technology value chain and gain deeper market traction. The Group will also remain constructive in creating value and returns to its shareholders, and remain steadfast in its business strategies and plans.
--------------------------------------------------------------------------
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
Chart | Stock Name | Last | Change | Volume |
---|
Created by James Ng | Sep 18, 2024