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[转贴] [COCOALAND HOLDINGS BHD:对自有品牌软糖的需求下降,因Covid-19大流行的爆发,海外市场(尤其是中国和韩国)的进口受影响] - James的股票投资James Share Investing

James Ng
Publish date: Fri, 14 Aug 2020, 09:25 AM

[COCOALAND HOLDINGS BHD:对自有品牌软糖的需求下降,因Covid-19大流行的爆发,海外市场(尤其是中国和韩国)的进口受影响]

可口食品的营业额减少至6,100万令吉,较去年同期的6,550万令吉减少450万令吉或6.9%。业绩下降主要归因于对自有品牌软糖的需求下降,因Covid-19大流行的爆发,海外市场(尤其是中国和韩国)的进口受影响。税前盈利为650万令吉,比去年同期的1,080万令吉低39.8%。减少的主要原因是工厂人工费用增加和广告支出增加,同时收入下降。

制造部门:
收入的增长被海外市场对硬糖需求下降而部分抵消。除税前溢利较去年同期减少,主要是由于工厂人工费用及广告开支增加所致。

贸易部门:
税前利润减少的主要原因是,广告和促销费用的增加与收入的减少同时发生。

QoQ:
集团在本季度录得较低的收入6,100万令吉,比上一个季度减少13.1%。减少的主要原因是Covid-19大流行导致海外市场对自有品牌软糖的需求减少,以及上一季度的喜庆季节销售增加。本季度的较低税前利润为650万令吉,较上一季度下降64.1%。减少的主要原因是所赚取的收入减少,加上人工和工厂间接费用增加。

前景:
随着全球COVID-19大流行的爆发,封锁措施对国内和海外市场的经济活动造成了不利影响。由于COVID-19大流行对世界和国内经济环境的不确定影响,董事会目前无法确定COVID-19大流行对可口食品的财务影响,直到COVID-19大流行变得更加明显。
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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 RM3.51, dividend RM0.04, in 2 years 1 day, total return is 396.5%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM50.00 adjusted, dividend RM0.52, in 2 Years 1 month 12 days, total return is 316.1%

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 2 months 11 days, total return is 262%

d. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.65, dividend RM0.04, in 2 Years 1 month 12 days, total return is 112.6%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.705, dividend RM0.0025, in 2 months 20 days , total return is 99.3%

f. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 9 months 24 days, total return is 65.2%

g. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.29, in 10 months 20 days , total return is 45%

h. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.11, dividend RM0.188, in 1 Year 10 months 6 days, total return is 44.5%

i. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.65, dividend RM0.003, in 11 months 19 days , total return is 43.5%

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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James Ng
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[COCOALAND HOLDINGS BHD: declining demand for own brand gummy from overseas market especially China and South Korea due to the outbreak of Covid-19 pandemic]

The Group registered lower revenue of RM61.0 million, a decrease of RM4.5 million or 6.9% as compared to RM65.5 million in the preceding year’s corresponding period. The declined performance was mainly attributable to declining demand for own brand gummy from overseas market especially China and South Korea due to the outbreak of Covid-19 pandemic. Pre-tax profit of RM6.5 million, 39.8% lower than RM10.8 million achieved in the corresponding period of previous year. The decrease was mainly attributable to higher factory labour overhead and higher advertising expenditure in tandem with the declining revenue.

Manufacturing segment:
The improving revenue was partially offset by declining demand for hard candy from overseas market. Lower pre-tax profit as compared to the same period of preceding year was mainly due to higher factory labour overhead and advertising expenditure.

Trading segment:
Lower pre-tax profit was principally attributable to higher advertising and promotion expense incurred in tandem with lower revenue earned.

QoQ:
The Group recorded lower revenue of RM61.0 million for current quarter, a decrease of 13.1% from the immediate preceding quarter. The decrease was mainly attributable to lower demand for own brand gummy from overseas market due to Covid-19 pandemic and higher festive season sales recorded in immediate preceding quarter. Lower pre-tax profit of RM6.5 million for the current quarter, a decrease of 64.1% against immediate preceding quarter. The decrease was mainly due to lower revenue earned couple with higher labour and factory overhead cost incurred.

Prospects:
With the global outbreak of COVID-19 pandemic, economic activities in domestic and overseas markets have been adversely affected by the lockdowns. Due to the uncertain impact of the COVID-19 pandemic on the world and domestic economic environment, the Board is currently unable to ascertain the financial impact of the COVID-19 pandemic to the Group until such time that the overall impact of the
COVID-19 pandemic becomes clearer.
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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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