James的股票投资James Share Investing

[转贴] [BERJAYA FOOD BHD:许多消费者已经采取了预防措施,远离拥挤的地方,例如大型购物中心,饭店等。此外,自2020年1月以来,病毒大流行严重影响了旅游业,导致大量涌入马来西亚和新加坡的游客减少] - James的股票投资James Share Investing

James Ng
Publish date: Mon, 10 Aug 2020, 09:49 AM

[BERJAYA FOOD BHD:许多消费者已经采取了预防措施,远离拥挤的地方,例如大型购物中心,饭店等。此外,自2020年1月以来,病毒大流行严重影响了旅游业,导致大量涌入马来西亚和新加坡的游客减少]

3Q20 vs 3Q19:
截至2020年3月31日的本季度,成功食品的收入为1亿5860万令吉,税前亏损为76万令吉。受COVID-19爆发的影响,本季度的收入和业绩受到病毒大流行不利的影响。尽管行动控制令(MCO)只是由马来西亚政府从2020年3月18日起(即差不多在本季度末)才颁布的,但马来西亚的许多消费者已经采取了预防措施,远离拥挤的地方,例如大型购物中心,饭店等。此外,自2020年1月以来,病毒大流行严重影响了旅游业,导致大量涌入马来西亚和新加坡的游客减少。因此,成功食品本季度销售额减少,同店销售额录得负增长。

销量下降导致毛利润贡献显着下降,不足以抵消某些门店的固定成本(例如折旧和租金支出)。因此,成功食品于本季度录得除税前亏损。采纳MFRS 16:租赁对集团的业绩也产生了不利影响。

YTD20 vs YTD19:
截至2020年3月31日的9个月期间,集团的收入和税前盈利分别为5亿2315万令吉和2095万令吉。 COVID-19大流行的爆发对成功食品当前财政期间的收入和业绩产生了不利影响。

3Q20 vs 2Q20:
该集团在本季录得营业收入1亿5860万令吉及税前亏损76万令吉,而上一季录得营业额1亿8044万令吉及税前盈利857万令吉。 COVID-19大流行的影响恶化了第三季度的收入,从而导致本季度的税前亏损。

前景:
马来西亚实施MCO,新加坡实施封锁,导致这两个国家的运营能力不足。即使有条件的MCO逐渐放宽,新的标准操作程序(如需要实施的社会疏远措施)也将限制运营以最大能力进行。因此,这将对成功食品截至2020年6月30日的财政年度剩余季度的业绩产生重大影响。
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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 RM3.58, dividend RM0.04, in 1 year 11 months 26 days, total return is 406.3%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM56.28 adjusted, dividend RM0.52, in 2 Years 1 month 6 days, total return is 367.9%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.12 adjusted, dividend RM0.055, in 1 Year 2 months 5 days, total return is 269.8%

d. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM1.02, dividend RM0.015, in 9 months 18 days, total return is 132.6%

e. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.63, dividend RM0.04, in 2 Years 1 month 6 days, total return is 110.1%

f. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.675, dividend RM0.0025, in 2 months 14 days , total return is 90.8%

g. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.725, dividend RM0.003, in 11 months 13 days , total return is 60%

h. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.30, in 10 months 14 days , total return is 50%

i. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.17, dividend RM0.188, in 1 Year 10 months, total return is 48.3%

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。

Whatsapp : 011 - 15852043

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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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[BERJAYA FOOD BHD: many consumers in Malaysia have already taken precautions by staying away from crowded places such as shopping malls, restaurants etc. In addition, since January 2020, the pandemic had severely affected the tourism industry, resulting in the influx of tourists to Malaysia and Singapore to reduce drastically]

3Q20 vs 3Q19:
The Group registered a revenue of RM158.60 million and pre-tax loss of RM0.76 million in the current quarter ended 31 March 2020. The revenue and results for the current quarter under review was adversely affected by the outbreak of the COVID-19 pandemic. Although the Movement Control Order ("MCO") was only imposed by the Malaysian Government from 18 March 2020 onwards, which was almost at the end of the current quarter, many consumers in Malaysia have already taken precautions by staying away from crowded places such as shopping malls, restaurants etc. In addition, since January 2020, the pandemic had severely affected the tourism industry, resulting in the influx of tourists to Malaysia and Singapore to reduce drastically. As a result, the Group experienced a reduction in sales and recorded negative same-store-sales growth for the current quarter.

The drop in sales caused a significant reduction in gross profit contributions, which was insufficient to offset the fixed costs (such as, depreciation and rental expenses) in some outlets. Consequently, the Group incurred a pre-tax loss in the current quarter under review. The Group's results was also adversely impacted by the adoption of MFRS 16: Leases.

YTD20 vs YTD19:
For the 9-month period ended 31 March 2020, the Group's revenue and pre-tax profit were RM523.15 million and RM20.95 million respectively. The Group's revenue and results for the current financial period were adversely impacted by the outbreak of COVID-19 pandemic.

3Q20 vs 2Q20:
The Group reported a revenue of RM158.60 million and pre-tax loss of RM0.76 million in the current quarter as compared to a revenue of RM180.44 million and pre-tax profit of RM8.57 million reported in the preceding quarter. The impact of the COVID-19 pandemic exacerbated the third quarter's revenue, thus resulted in a pre-tax loss for the current quarter.

Prospects:
The imposition of the MCO in Malaysia and the circuit breaker in Singapore had caused the operations in these two countries to be below full capacity. Even with the gradual relaxation of the Conditional MCO, the new Standard Operating Procedures such as social distancing measure that need to be implemented, will also restrict operations from operating at full capacity. As such, this will have significant impact on the results of the Group for the remaining quarter of the financial year ending 30 June 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 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

 

 

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