James的股票投资James Share Investing

[转贴] [AHB HOLDINGS BHD:在B2B市场领域,该集团推出了一系列“ Covid Panels”产品,这些产品提供了灵活的模块化解决方案,可以在任何工作场所安装或添加到现有设置中] - James的股票投资James Share Investing

James Ng
Publish date: Wed, 02 Sep 2020, 09:14 AM

[AHB HOLDINGS BHD:在B2B市场领域,该集团推出了一系列“ Covid Panels”产品,这些产品提供了灵活的模块化解决方案,可以在任何工作场所安装或添加到现有设置中]

截至2020年6月30日的3个月期间的税后净亏损为2,465,152令吉,而去年同期的税后净利润为265,508令吉。

QoQ:
这集团录得除税前亏损2,465,152令吉,上季则为543,250令吉。

前景:
他们高兴地告知,这集团已采取必要步骤将巨大的挑战转变为有意义的变化和机遇,以应对Covid-19的财务和运营挑战,同时迅速满足其员工,客户和供应商的需求。他们相信,这些行动将使他们从病毒大流行中脱颖而出。

快速推出新产品,以解决不断变化的客户习惯和新的潜在市场:
集团推出了一系列易于分配和易于组装的产品,以适应新的在家工作(WFH)趋势。这为正在寻求人机工程学和可靠的家庭办公解决方案的零售消费者,或为员工提供WFH设施的公司提供服务。

在B2B市场领域,该集团推出了一系列“ Covid Panels”产品,这些产品提供了灵活的模块化解决方案,可以在任何工作场所安装或添加到现有设置中。这些“Covid Panels”收到了来自马来西亚本地市场及各个国际市场的令人鼓舞的回应。

此外,在集团新的Sound-Pod产品介绍中,该集团利用国际专利和技术,推出了“ SpaceCom Medical Hubs”,这是一种全包式即插即用的解决方案,可轻松无忧和省时的方式地进行任何设施设置。这些医疗中心特别设计用于传染病,因为它们采用负压抗病毒HEPA过滤和通风系统建造。

加快电子商务和数字战略以占领新市场:
随着电子商务中新出现的行为,该集团还发现了通过扩展现有产品和创建新的服务线来加速向数字商务过渡的迫切需求。他们现在的重点和方向是重新构想其数字战略,以抓住新的市场机会和数字客户群。

可变成本结构和敏捷劳动力:
这集团一直采用的业务模式侧重于办公室内市场和产品的研发,以及办公室内产品的外包和合同制造。在这种充满挑战的大流行时期,这种商业模式及其灵活的员工战略被证明是有效且具有弹性的。当全球办公家具行业的需求出现前所未有的中断时,这集团在制造和设施上没有固定的间接费用负担。

集团的主要业务继续专注于高附加值的活动,例如新产品测试和原型设计,质量保证,仓储和提供客户体验。整个操作由SAP R3商业软件集成。这集团已对其运营执行严格的程序,以遵守所需的Covid-19 SOP。他们所有的现场员工均已通过Covid-19测试,以确保他们有责任帮助我国遏制大流行。

建立资源以抓住新机遇:
面对Covid-19危机,管理层已迅速采取行动,优化了集团的弹性-重新平衡风险和流动性,同时评估了经济下滑带来的增长机会。这集团已于这财政年度第四季完成一些私募配售活动。这种及时的行动帮助他们应对了潜在的短期流动性挑战,并筹集了资金来投资新的战略行动机会,从而为集团创造新的未来。

结论:
该集团有信心,他们有能力进行自我管理和不断适应。他们的团队拥有丰富的经验,可以帮助克服不确定性,并确保他们的组织专为敏捷,弹性和增长而建立。
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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 RM3.70, dividend RM0.04, in 2 years 20 days, total return is 423.1%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM53.00 adjusted, dividend RM0.52, in 2 Years 2 months, total return is 340.9%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.35 adjusted, dividend RM0.055, in 1 Year 2 months 30 days, total return is 283.5%

d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.01, dividend RM0.0025, in 3 months 8 days, total return is 185.2%

e. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.31, dividend RM0.01, in 6 months 30 days, total return is 131.6%

f. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.57, dividend RM0.10, in 2 Years 2 months, total return is 110.1%

g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.84, dividend RM0.015, in 10 months 12 days, total return is 92.1%

h. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.24, dividend RM0.188, in 1 Year 10 months 25 days, total return is 52.7%

i. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.685, dividend RM0.003, in 1 Year 7 days, total return is 51.2%

j. PERAK TRANSIT BHD, recommended on 19 Jul 20, initial price was RM0.18, rose to RM0.265, dividend RM0.0025, in 1 month 13 days, total return is 48.6%

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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免责声明:
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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[AHB HOLDINGS BHD: On the B2B market segment, the Group has introduced a range of ‘Covid Panels” products that provide the flexible and modular solutions that can be installed or added onto the existing setups in any workplaces]

The net loss after tax for the 3 months period ended 30 June 2020 is RM2,465,152 compared to a net profit after tax of RM265,508 in preceding year corresponding quarter.

QoQ:
The Group recorded a Loss before Taxation of RM2,465,152 as compared to RM543,250 in the previous quarter.

Prospects:
They are pleased to inform that the Group has taken the necessary steps to turn massive challenges into meaningful changes and opportunities, so as to navigate the financial and operational challenges of Covid-19 while rapidly addressing the needs of their people, customers and suppliers. They are confident that these actions will enable them to emerge from the pandemic stronger.

Fast New Product Introduction to address changing customer habits and New Potential Markets:
The Group has introduced a range of easy-to-distribute, and easy-to-assemble products to cater for the new Work-From-Home (“WFH’) trends. This offer caters for the retail consumers who are looking for ergonomic and reliable home office solutions, or the corporations that are providing their employees WFH facilities.

On the B2B market segment, the Group has introduced a range of ‘Covid Panels” products that provide the flexible and modular solutions that can be installed or added onto the existing setups in any workplaces. These “Covid Panels” have received encouraging response from the local Malaysian market, and their various international markets.

In addition, riding onto the international patents and technologies in the Group’s new Sound-Pod introductions, the Group has introduced “SpaceCom Medical Hubs” – an all-inclusive, plug-and-play solution that enables any facility setup in a hassle free and time efficient manner. These Medical Hubs are specially designed for infectious diseases as they are constructed with negative pressure anti virus HEPA filtration and ventilation systems.

Accelerate E-Commerce and Digital Strategies to capture new marketplace:
With the emerging new behaviors in e-commerce, the Group has also identified urgent needs to accelerate the pivot to digital commerce, by expanding existing offerings and creating new lines of service. Their focus and direction are now to reimagine their digital strategies to capture new marketplace opportunities and digital customer segments.

Variable Cost Structure and Agile Workforce:
The Group has been adopting a business model that focuses on research and development of office interior markets and products, and on outsourcing and contract manufacturing of office interior products. This business model as well as their flexible work force strategy, prove to be effective and resilient during these challenging pandemic times. The Group does not have the burden of fixed overheads in manufacturing and facilities when the office furniture industry globally is experiencing unprecedented disruptions in demand.

The Group’s main operations continue to focus on high value-added activities such as new product testing and proto-typing, quality assurance, warehousing and delivering customer experiences. The entire operations are integrated by SAP R3 business software. The Group has implemented strict procedures for their operations to adhere to the required Covid-19 SOPs. All their site employees have gone through Covid-19 tests to ensure their responsibility in helping the country curb the pandemic.

Building the resources to seize new opportunities:
In the face of the Covid-19 crisis, the management had acted quickly to optimize the Group’s resilience—rebalancing for risk and liquidity, while assessing opportunities for growth coming out of the downturn. The Group has completed some Private Placement exercises in the 4th quarter of the financial year under review. Such timely actions have helped them address potential short-term liquidity challenges, and also to generate funding to invest in new opportunities for strategic moves that will create new futures for the Group.

Conclusions:
The Group is confident that they are capable of dynamic self-management and continual adaptation. Their team has the experiences to help out-maneuver uncertainty, and ensure their organization is built for agility, resiliency and growth.
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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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