James的股票投资James Share Investing

[转贴] [GADANG HOLDINGS BHD:建筑部现有的8.87亿令吉未完成订单将能够在未来两年维持其运营。地产部的未开票销售总额为1.078亿令吉] - James的股票投资James Share Investing

James Ng
Publish date: Thu, 18 Jun 2020, 08:59 AM

[GADANG HOLDINGS BHD:建筑部现有的8.87亿令吉未完成订单将能够在未来两年维持其运营。地产部的未开票销售总额为1.078亿令吉]

在本季度,集团录得2亿1千214万令吉的收入,较去年同期的2亿533万令吉有所增长。但是,税前利润从去年同期的2244万令吉减少至1685万令吉。截至目前为止,本财政年度的收入增加至5.5746亿令吉,上年同期则为5.0299亿令吉。然而,税前利润从前一年的6,775万令吉减少至5,293万令吉。

施工部:
税前盈利从去年同期的1,839万令吉减少至697万令吉。

截至目前为止,本年度的收入增至4亿280万令吉,相比去年为3亿5618万令吉。但是,税前利润从上一年的4141万令吉减少至3310万令吉。

物业部:
在本季度,收入从去年同期的3589万令吉增加至6017万令吉。税前盈利从去年同期的509万令吉增至1442万令吉。

截至目前为止,本年度的收入增加至1.3632亿令吉,相比上一年度为1.2962亿令吉,是由于本年度取得了更高的销售额。与此相符,税前利润从前一年的2790万令吉增至2956万令吉。

公用事业部:
在本季度,收入从去年同期的583万令吉增加至615万令吉。然而,税前利润从去年同期的164万令吉减少至73万令吉。

截至目前为止,本年度的收入略增至1,834万令吉,而上一年为1,719万令吉。由于不利的外汇换算影响,税前利润从去年的500万令吉减少至428万令吉。

QoQ:
嘉登的收入从上一季度的1.9772亿令吉增加至本季度的2.1214亿令吉。该集团的税前利润从上一季度的1,509万令吉增加至1,685万令吉,这是由于房地产开发活动取得了更高的销售额。

前景:
重新开始了运营,但是在严格的标准运营程序下,这破坏了运营效率,导致资产利用不达标和资源流失。管理层一直积极采取行动以减轻建筑和产业部门的延误,并已实施严格的成本控制措施。

建筑部现有的8.87亿令吉未完成订单将能够在未来两年维持其运营。地产部的未开票销售总额为1.078亿令吉。在实施MCO之前,其在Putra Perdana的联排屋项目的销售令人鼓舞。管理层将持续评估其当前正在进行的项目和新的启动计划,以维持其运营。

公用事业部的特许水处理资产并未受到印尼Covid-19大流行的严重影响,并将继续为集团带来可持续的收入来源。位于苏门答腊岛林陶的9兆瓦小型水力发电厂的建设进展顺利,计划于2020年底完成。
-----------------------------
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 RM2.52 (dividend RM0.04) in 1 year 10 months 5 days, total return is 258%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM31.40 (adjusted)(dividend RM0.32) in 1 Year 11 months 16 days, total return is 161.3%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.80 (adjusted)(dividend RM0.055) in 1 Year 15 days, total return is 130.8%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.67 (dividend RM0.04) in 1 year 11 months 16 days, total return is 115.1%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.905 in 1 year 4 months 28 days, total return is 57.4%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.27 (dividend RM0.148) in 1 Year 8 months 10 days, total return is 52.1%

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
------------------------------------
[GADANG HOLDINGS BHD: Construction Division’s existing outstanding order book of RM887 million would be able to sustain its operations for the next two years. The Property Division has total unbilled sales of RM107.8 million]

During the current quarter, the Group recorded higher revenue of RM212.14 million as compared to RM205.33 million in the corresponding quarter of the preceding year. However, the profit before tax decreased to RM16.85 million as compared to RM22.44 million in the corresponding quarter of the preceding year. For the current year to date, revenue increased to RM557.46 million as compared to RM502.99 million in the preceding year to date. However, the profit before tax decreased to RM52.93 million as compared to RM67.75 million in the preceding year to date.

Construction Division:
Profit before tax decreased to RM6.97 million as compared to RM18.39 million in the corresponding quarter of the preceding year.

Revenue for current year to date increased to RM402.80 million as compared to RM356.18 million in the preceding year to date. However, profit before tax decreased to RM33.10 million as compared to RM41.41 million in the preceding year to date.

Property Division:
For the current quarter, revenue increased to RM60.17 million as compared to RM35.89 million in the corresponding quarter of the preceding year. Profit before tax increased to RM14.42 million as compared to RM5.09 million in the corresponding quarter of the preceding year.

Revenue for the current year to date increased to RM136.32 million as compared to RM129.62 million in the preceding year to date, due to higher sales achieved in the current year. In line with this, profit before tax increased to RM29.56 million as compared to RM27.90 million in the preceding year to date.

Utility Division:
For the current quarter, revenue increased to RM6.15 million as compared to RM5.83 million in the corresponding quarter of the preceding year. However, profit before tax decreased to RM0.73 million as compared to RM1.64 million in the corresponding quarter of the preceding year.

Revenue for the current year to date increased marginally to RM18.34 million as compared to RM17.19 million in the preceding year to date. Profit before tax decreased to RM4.28 million as compared to RM5.00 million in the preceding year to date, due to unfavourable foreign exchange translation effect.

QoQ:
The Group’s revenue increased to RM212.14 million in the current quarter as compared to RM197.72 million in the preceding quarter. The Group’s profit before tax increased to RM16.85 million as compared to RM15.09 million recorded in the preceding quarter, due to higher sales achieved for property development activities.

Prospects:
Operations have since re-commenced, but under strict Standard Operating Procedures, which had disrupted operational efficiency, resulted in sub-optimal utilisation of assets and the dislocation of resources. Management has been proactive in taking actions to mitigate the delays in the Construction and Property Divisions and have also implemented stringent cost control measures.

The Construction Division’s existing outstanding order book of RM887 million would be able to sustain its operations for the next two years. The Property Division has total unbilled sales of RM107.8 million. Sales of its townhouse project in Putra Perdana was encouraging until the MCO was implemented. Management will continuously evaluate its current on-going projects and new launch initiatives in order to sustain its operations.

The Utility Division’s concession water treatment assets have not been significantly impacted by the Covid-19 pandemic in Indonesia and will continue to contribute a sustainable income stream to the Group. The construction of the 9MW mini-hydro power plant in Lintau, Sumatera, is progressing well and is scheduled for completion by the end of 2020.
--------------------------------------------------------------------------
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