James的股票投资James Share Investing

[转贴] [JAYA TIASA HOLDINGS BHD:油棕部门收入的增长是由于FFB和CPO售价分别提高了13%和23%。迄今为止,本财年油棕业务的好转还归因于FFB和CPO的平均单位生产成本分别降低了31%和21%] - James的股票投资James Share Investing

James Ng
Publish date: Mon, 21 Sep 2020, 08:59 AM

[JAYA TIASA HOLDINGS BHD:油棕部门收入的增长是由于FFB和CPO售价分别提高了13%和23%。迄今为止,本财年油棕业务的好转还归因于FFB和CPO的平均单位生产成本分别降低了31%和21%]

YoY:
由于Oil Palm部门的收入增长了6%,本季度的集团收入比去年同期略高。油棕部门收入的增长是由于FFB和CPO售价分别提高了13%和23%。迄今为止,本财年油棕业务的好转还归因于FFB和CPO的平均单位生产成本分别降低了31%和21%。

QoQ:
与上一季度相比,本季度的税前亏损增加,主要是由于房地产,厂房和设备的一次性减值。

前景:
常成控股预期,随着各国逐步放宽流动限制以及全球棕榈油库存减少,棕榈油需求增加,原油棕榈油价格将上涨。生物柴油20计划的前景将进一步提高CPO价格。

他们预计油棕部门的表现将更好,随着FFB和CPO产量接近高峰季节,它们的产量将逐渐增加。在不确定的时期内,他们将保持坚定不移,并专注于提高产量和运营效率。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.40, dividend RM0.052, in 2 years 1 month 6 days, total return is 382.8%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM47.88 adjusted, dividend RM0.52, in 2 Years 2 months 17 days, total return is 298.7%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.03 adjusted, dividend RM0.055, in 1 Year 3 months 16 days, total return is 264.4%

d. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.40, dividend RM0.01, in 7 months 16 days, total return is 147.4%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.86, dividend RM0.005, in 3 months 25 days, total return is 143.7%

f. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.34, in 4 months 23 days, total return is 78.9%

g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.755, dividend RM0.015, in 10 months 29 days, total return is 73%

h. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 1 months 30 days, total return is 56.9%

i. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.70, dividend RM0.003, in 1 Year 24 days, total return is 54.5%

j. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.29, in 11 months 25 days, total return is 45%

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

请订阅James的股票投资James Share Investing的Youtube频道:https://www.youtube.com/c/JamesShareInvesting

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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
--------------------------------------
[JAYA TIASA HOLDINGS BHD: Improvement in revenue for Oil Palm division was due to increase in FFB and CPO selling prices by 13% and 23% respectively. Turnaround in the Oil Palm division during the financial year-to-date was also attributable to the reduction in the average unit production cost of FFB and CPO by 31% and 21% respectively]

YoY:
Group revenue for the current quarter was slightly higher as compared to the corresponding quarter on the back of 6% increase in revenue for Oil Palm division. Improvement in revenue for Oil Palm division was due to increase in FFB and CPO selling prices by 13% and 23% respectively. Turnaround in the Oil Palm division during the financial year-to-date was also attributable to the reduction in the average unit production cost of FFB and CPO by 31% and 21% respectively.

QoQ:
Higher pre-tax loss for the current quarter when compared to the immediate preceding quarter was mainly due to one off impairment on property, plant and equipment.

Prospects:
The Group expects the crude palm oil price to improve with higher demand for palm oil as countries gradually relaxing their movement restrictions coupled with the decline in global palm oil inventory. The prospect for Biodiesel 20 programme would further strengthen the CPO price.

They anticipate better performance from oil palm division with the gradual increase in FFB and CPO production as they are approaching peak crop season. They shall remain steadfast during this period of uncertainty and focus on improvement in yield and operational efficiency.
--------------------------------------------------------------------------
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

Related Stocks
Market Buzz