[UEM SUNRISE BHD:收入下降,联营公司和合资企业的不利业绩以及未实现的外汇损失]
1Q20 vs 4Q19:
与上一季度相比,本季度UEM阳光录得除税后亏损,这与收入下降,联营公司和合资企业的不利业绩以及未实现的外汇损失相符。
1Q20 vs 1Q19:
UEM阳光本季度的收入较上年同期有所下降,主要原因是Conservatory的收入下降。在国内市场,上一财政年度Sefina,Almas和Serimbun竣工后,本季度的收入有所下降,但被Solaris Parq,Aspira ParkHomes和68 Avenue的发展而有所抵消。 COVID 19大流行也影响了2020年3月的销售和进度完成,导致本季度收入下降。由于收入下降,以及澳元和南非Rand分别从2.87跌至2.59和0.29跌至0.25导致的外汇损失的影响,UEM阳光本季度录得税后亏损。
前景:
马来西亚国家银行预测,2020年马来西亚经济将在-0.2%至0.5%之间变动。国际货币基金组织(IMF)预计,2020年全球经济将萎缩3%。这些预测是基于COVID 19大流行,贸易紧张局势和石油价格波动的情况,这大大削弱了全球增长前景。
COVID-19正在影响经济,包括房地产在内的大多数行业受到严重影响。目前恢复后的情况尚不明确,他们预见到2020年将是充满挑战的一年,销售可能会受到影响,包括他们努力地要卖掉非战略性土地。他们的零售物业也受到影响,因为根据政府颁布的行动控制令,由于人流量减少,租户难以支付租金。在此期间,由于停工,MCO也影响了施工进度。他们将审慎开支,并在适当情况下节省现金,以确保在此不确定的时期维持集团的现金流动性。他们继续专注于提高自己的收入。
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James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.50, dividend RM0.04, in 1 year 11 months 18 days, total return is 395.1%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM51.76 adjusted, dividend RM0.52, in 2 Years 29 days, total return is 330.6%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.99 adjusted, dividend RM0.055, in 1 Year 1 month 28 days, total return is 262%
d. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.64, dividend RM0.04, in 2 Years 29 days, total return is 111.3%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.72, dividend RM0.0025, in 2 months 6 days , total return is 103.5%
f. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.19, dividend RM0.188, in 1 Year 9 months 23 days, total return is 49.6%
g. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.64, dividend RM0.003, in 11 months 5 days , total return is 41.3%
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超过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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高波动性投资产品,你的交易存在风险。过往表现不能作为将来业绩指标。内容仅作为分享,讨论以及领域的分析,而非是一种投资建议,买或卖自负。请Like和Share。最终决定永远是你的,谢谢。
James Ng
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[UEM SUNRISE BHD: lower revenue, coupled with unfavourable results from associates and joint ventures and unrealised foreign exchange losses]
1Q20 vs 4Q19:
The Group recorded loss after tax in the current quarter as compared to the immediate preceding quarter in line with lower revenue, coupled with unfavourable results from associates and joint ventures and unrealised foreign exchange losses.
1Q20 vs 1Q19:
The Group recorded lower revenue in the current quarter as compared to preceding year's corresponding quarter largely due to lower revenue from Conservatory. In the domestic segment, lower revenue is recorded in the current quarter following the completion of Sefina, Almas and Serimbun in the previous financial year, cushioned by progression of Solaris Parq, Aspira ParkHomes and 68 Avenue. The COVID 19 pandemic also affected sales and progress completion in the month of March 2020 resulting in a lower revenue in the current quarter. The Group recorded loss after tax in the current quarter as a result of lower revenue and the impact of foreign exchange losses due to weakening Australian Dollar and South African Rand from 2.87 to 2.59 and from 0.29 to 0.25 respectively.
Prospects:
Bank Negara Malaysia projected the Malaysian economy to move between -0.2% and 0.5% for 2020. The International Monetary Fund expects global growth to contract by 3% for 2020. These projections are in view of the COVID 19 pandemic, trade tensions and volatile oil prices, which have significantly weakened global growth prospects.
COVID-19 is impacting the economy with most sectors severely affected including property. Post recovery situation is unclear at this juncture and they foresee a challenging 2020 with sales likely impacted including their efforts to monetise their non strategic lands. Their retail properties are also affected as tenants struggle to pay rental following the lower traffic pursuant to the Movement Control Order imposed by the government. The MCO also affected construction progress as works were halted during the period. They will be prudent in their spending and conserve cash where appropriate to ensure liquidity to sustain the Group during this uncertain time. They remain focused in growing their top line going forward.
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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 over 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
Created by James Ng | Sep 18, 2024