前景:
伟迈控股经营的家具行业对宏观经济因素特别是总体经济以及与其出口国的未来经济前景的不确定性,都高度敏感。该集团认为,2020年将是充满挑战的一年。
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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 RM0.052, in 2 years 1 month 30 days, total return is 425%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM53.82 adjusted, dividend RM0.52, in 2 Years 3 months 10 days, total return is 348%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.27 adjusted, dividend RM0.055, in 1 Year 4 months 10 days, total return is 279%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.61, dividend RM0.003, in 1 Year 1 month 17 days, total return is 255%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.96 adjusted, dividend RM0.005, in 4 months 18 days, total return is 172%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 10 days, total return is 144%
g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.735, dividend RM0.015, in 11 months 22 days, total return is 69%
h. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.315, in 5 months 16 days, total return is 66%
i. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.88, dividend RM0.08, in 1 Year 4 months 23 days, total return is 53%
j. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.27, dividend RM0.0025, in 2 months 23 days, total return is 51%
制造与工程部门:
尽管他们预计在COVID-19大流行之后会对航空航天市场产生下行影响,但被该集团收到对今年余下时间的fan case订单而有所缓解。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.72, dividend RM0.052, in 2 years 1 month 27 days, total return is 427.6%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.86 adjusted, dividend RM0.52, in 2 Years 3 months 7 days, total return is 339.7%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 4 months 7 days, total return is 285.9%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.64, dividend RM0.003, in 1 Year 1 month 14 days, total return is 261.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.95, dividend RM0.005, in 4 months 15 days, total return is 169%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 7 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 13 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 19 days, total return is 65.2%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 20 days, total return is 56.9%
j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.93, dividend RM0.08, in 1 Year 4 months 20 days, total return is 55.4%
2Q20 vs 1Q20:
收入增加480万令吉或4.1%,主要是由于本季度的鸡蛋售价提高。与更高的收入一致,集团在本季度录得更好的税前盈利为430万令吉,增长51.6%。
前景:
集团评估了其可能由于Covid-19大流行在运营和财务方面造成的影响,两者均对本季度当前财务状况的影响微不足道,并且鸡蛋的销售价格有所改善。这集团将继续监控,重新评估财务状况,采取适当及时的措施,以尽量减少Covid-19大流行所造成的可能影响。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.72, dividend RM0.052, in 2 years 1 month 27 days, total return is 427.6%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.86 adjusted, dividend RM0.52, in 2 Years 3 months 7 days, total return is 339.7%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 4 months 7 days, total return is 285.9%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.64, dividend RM0.003, in 1 Year 1 month 14 days, total return is 261.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.95, dividend RM0.005, in 4 months 15 days, total return is 169%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 7 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 13 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 19 days, total return is 65.2%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 20 days, total return is 56.9%
j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.93, dividend RM0.08, in 1 Year 4 months 20 days, total return is 55.4%
前景:
2020年第二季度,由于COVID-19大流行的空前影响,马来西亚的国内生产总值(“ GDP”)下降了17.1%。马来西亚政府于2020年3月18日实施的MCO和2020年5月4日至2020年6月9日的有条件MCO对集团的全国业务产生了影响。同样,在其他开展业务的国家,即越南,缅甸,老挝和柬埔寨,也实施了不同程度的封锁措施。封锁的结果也影响了它们在这些国家的表现,尽管与马来西亚本地市场相比范围较小。陈唱摩多将继续采取积极措施,以提高其在所经营的所有市场中的竞争力,并继续专注于关键业务战略,以推动业务增长并实现运营可持续性。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.72, dividend RM0.052, in 2 years 1 month 27 days, total return is 427.6%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.86 adjusted, dividend RM0.52, in 2 Years 3 months 7 days, total return is 339.7%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 4 months 7 days, total return is 285.9%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.64, dividend RM0.003, in 1 Year 1 month 14 days, total return is 261.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.95, dividend RM0.005, in 4 months 15 days, total return is 169%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 7 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 13 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 19 days, total return is 65.2%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 20 days, total return is 56.9%
j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.93, dividend RM0.08, in 1 Year 4 months 20 days, total return is 55.4%
由于健康和经济状况的不确定性以及市场上存在大量瓶装水生产商和众多瓶装水品牌的竞争压力,这集团预计短期内经营环境仍将困难重重。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.64, dividend RM0.052, in 2 years 1 month 26 days, total return is 416.4%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.80 adjusted, dividend RM0.52, in 2 Years 3 months 6 days, total return is 339.2%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.23 adjusted, dividend RM0.055, in 1 Year 4 months 6 days, total return is 276.3%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.59, dividend RM0.003, in 1 Year 1 month 13 days, total return is 250.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.975, dividend RM0.005, in 4 months 14 days, total return is 176.1%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.36, dividend RM0.02, in 8 months 6 days, total return is 142.1%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.33, in 5 months 12 days, total return is 73.7%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 18 days, total return is 65.2%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.285, dividend RM0.0025, in 2 months 19 days, total return is 59.7%
j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.88, in 1 year 8 months 18 days, total return is 53%
许多国家出台了刺激措施,以在锁定和限制措施严重抑制经济活动后帮助其经济复苏。基础设施支出的增加将支持工业部门的设备销售,而马来西亚的汽车销售免征销售税等财政激励措施将有助于促进销售。基于森那美迄今所经历的相对强劲的销售反弹以及相对强劲的财务状况,董事会对森那美截至2021年6月30日的财政年度的财务表现将会令人满意表示谨慎乐观。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.68, dividend RM0.052, in 2 years 1 month 25 days, total return is 422%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.80 adjusted, dividend RM0.52, in 2 Years 3 months 5 days, total return is 339.2%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.38 adjusted, dividend RM0.055, in 1 Year 4 months 5 days, total return is 285.3%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.62, dividend RM0.003, in 1 Year 1 month 12 days, total return is 256.7%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.06, dividend RM0.005, in 4 months 13 days, total return is 200%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 5 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.325, in 5 months 11 days, total return is 71.1%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.73, dividend RM0.015, in 11 months 17 days, total return is 67.4%
i. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945, in 1 year 8 months 17 days, total return is 64.3%
j. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 18 days, total return is 56.9%
同时,他们在运营中坚定地继续其业务转型计划,以进一步提高生产力并产生更高的成本效益。最近,他们聘请了在食品和饮料,快速消费品和数字营销领域拥有丰富行业经验的关键人员,他们期望能实现最佳运营的同时可获得收益,同时也可以针对目标受众加强其品牌。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.60, dividend RM0.052, in 2 years 1 month 24 days, total return is 410.8%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM51.84 adjusted, dividend RM0.52, in 2 Years 3 months 4 days, total return is 331.3%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.33 adjusted, dividend RM0.055, in 1 Year 4 months 4 days, total return is 282.3%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.25, dividend RM0.003, in 1 Year 1 month 11 days, total return is 175.4%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.96, dividend RM0.005, in 4 months 12 days, total return is 171.8%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 4 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.32, in 5 months 10 days, total return is 68.4%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.715, dividend RM0.015, in 11 months 16 days, total return is 64%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.285, dividend RM0.0025, in 2 months 17 days, total return is 59.7%
j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.855, in 1 year 8 months 16 days, total return is 48.7%
海外,EcoWorld International第三季税后盈利为3820万令吉,其中EcoWorld Malaysia所占份额为995万令吉。在澳大利亚西村的单位移交工作是该季度取得利润的主要因素。在伦敦,Wardian London的移交也已经开始。第一批完工通知书已于2020年8月发布给购买者,随着Wardian的建设分阶段完成,接下来的几个月还将继续。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.63, dividend RM0.052, in 2 years 1 month 23 days, total return is 415%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM53.52 adjusted, dividend RM0.52, in 2 Years 3 months 3 days, total return is 345.1%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.62 adjusted, dividend RM0.055, in 1 Year 4 months 3 days, total return is 299.7%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.29, dividend RM0.003, in 1 Year 1 month 10 days, total return is 184.2%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.91, dividend RM0.005, in 4 months 11 days, total return is 157.7%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.38, dividend RM0.02, in 8 months 3 days, total return is 145.6%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 9 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.755, dividend RM0.015, in 11 months 15 days, total return is 73%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.29, dividend RM0.0025, in 2 months 16 days, total return is 62.5%
j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.845, in 1 year 8 months 15 days, total return is 47%
James Share Investing
有不法份子盗用我的图像和身份来进行诈骗,请小心!本人唯一的面子书专页只有一个,唯一的手机号码是01115852043,其他的都是假的!
www.facebook.com/profile.php?id=61568086721298 这个页面是假的!
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James Share Investing
大家小心这是假的,不是我 www.facebook.com/profile.php?id=100075004482157 ,please report to FB
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James Share Investing
[WEGMANS HOLDINGS BHD:较低的收入主要是由于马来西亚政府从2020年3月18日起实施了行动控制令(MCO)以及COVID-19大流行。 MCO的实施对本季度的集团运营产生了影响,因为生产运营和交付量大大减少了]
截至2020年6月30日的本财政季度,伟迈控股的收入减少了546万令吉或27.91%,至约1410万令吉,相比之下,截至2019年6月30日的去年同期则约为1956万令吉。截至2020年6月30日的财政期间,伟迈控股的收入减少了610万令吉或14.51%,至约3,597万令吉,相比之下,截至2019年6月30日的财政年度为约4,207万令吉。
较低的收入主要是由于马来西亚政府从2020年3月18日起实施了行动控制令(MCO)以及COVID-19大流行。 MCO的实施对本季度的集团运营产生了影响,因为生产运营和交付量大大减少了。他们还不得不重新安排交货期,因受影响的国家/地区的活动被封锁或关闭(包括MCO),因此交货期被推迟到以后。
根据MCO,除涉及提供基本服务的政府和私人场所外,所有政府和私人场所均关闭至2020年5月3日。集团在截至2020年6月30日的当前财政季度录得税前亏损约130万令吉,而之前截至2019年6月30日止的上一财政年度的税前利润为约316万令吉。
截至2020年6月30日的当前财政期间,伟迈控股的除税前亏损约为81万令吉,而截至2019年6月30日的上一个对应财政年度的除税前利润约为482万令吉。主要原因是由于MCO的实施以控制COVID-19大流行而暂时中断其运营而导致收入降低。由于无法实现最佳生产能力,暂时中断其生产运营导致更高的固定成本和人工成本。
QoQ:
截至2020年6月30日的本财政季度,伟迈控股的收入减少了776万令吉或35.51%,至约1410万令吉,而截至2020年3月31日的上一个财政季度则为约2187万令吉。主要是由于2020年3月18日开始实施MCO,以及COVID-19大流行。伟迈控股在本财政季度录得除税前亏损约130万令吉,而上一财政季度则录得除税前利润约49万令吉。税前亏损主要是由于较低的收入。
前景:
伟迈控股经营的家具行业对宏观经济因素特别是总体经济以及与其出口国的未来经济前景的不确定性,都高度敏感。该集团认为,2020年将是充满挑战的一年。
------------------------
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 RM0.052, in 2 years 1 month 30 days, total return is 425%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM53.82 adjusted, dividend RM0.52, in 2 Years 3 months 10 days, total return is 348%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.27 adjusted, dividend RM0.055, in 1 Year 4 months 10 days, total return is 279%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.61, dividend RM0.003, in 1 Year 1 month 17 days, total return is 255%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.96 adjusted, dividend RM0.005, in 4 months 18 days, total return is 172%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 10 days, total return is 144%
g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.735, dividend RM0.015, in 11 months 22 days, total return is 69%
h. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.315, in 5 months 16 days, total return is 66%
i. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.88, dividend RM0.08, in 1 Year 4 months 23 days, total return is 53%
j. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.27, dividend RM0.0025, in 2 months 23 days, total return is 51%
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。
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James Share Investing
[UMW HOLDINGS BHD:最近推出了全新的SUV车型,并增加了现有产品功能的增强,预计将为未来几个季度的销售业绩带来正面贡献]
集团的收入为15.297亿令吉,低于截至2019年6月30日的季度(“相应季度”)所报告的29.712亿令吉。收入的下降主要是由于本季度为应对COVID-19大流行而实施的封锁/行动控制令(“ MCO”)造成的中断后,所有业务部门的销售均下降了。继收入减少后,合顺去年为1亿5040万令吉的税前利润(“ PBT”),而今年本季为5880万令吉的税前亏损(“ LBT”)。
汽车领域:
营业额为11.020亿令吉,较去年同期的23.864亿令吉减少53.8%,主要是由于COVID-19大流行后MCO的影响,影响了当前季度车辆,零件和服务的销售。继收入减少和联营公司的业绩份额下降之后,该部门报告的LBT为4170万令吉,而去年相应季度的PBT为1.511亿令吉。
设备部门:
收入为2亿3320万令吉,低于同期的3亿4360万令吉,主要是由于锁定/ MCO和COVID-19对本季度的重型和工业设备子类别的影响。与收入的下降一致,该部门的PBT为2460万令吉,低于去年同期的3550万令吉。
制造与工程部门:
收入为1.833亿令吉,低于去年同期的2.445亿令吉,主要是由于本季度实施MCO后,其润滑油和汽车零部件子部门的收入降低。营业额减少后,PBT为800万令吉,低于去年同期的1,320万令吉。
前景:
汽车领域:
政府宣布,自2020年6月15日至2020年12月31日,对CKD车辆(100%)和CBU车辆(50%)免征销售税,旨在刺激本地汽车市场的增长。公告发布后,马来西亚汽车协会(MAA)将其今年的总行业销量预测从2020年4月宣布的先前预测的40万辆上调至470,000辆。该集团最近推出了全新的SUV车型,并增加了现有产品功能的增强,预计将为未来几个季度的销售业绩带来正面贡献。
设备部门:
除了激烈的竞争之外,由于COVID-19大流行和项目所处的某些行业发展放缓,重型设备子行业继续面临国内需求低迷的情况。此外,对其产品的需求可能是由于订约市场的激烈竞争而受到影响。
制造与工程部门:
尽管他们预计在COVID-19大流行之后会对航空航天市场产生下行影响,但被该集团收到对今年余下时间的fan case订单而有所缓解。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.72, dividend RM0.052, in 2 years 1 month 27 days, total return is 427.6%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.86 adjusted, dividend RM0.52, in 2 Years 3 months 7 days, total return is 339.7%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 4 months 7 days, total return is 285.9%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.64, dividend RM0.003, in 1 Year 1 month 14 days, total return is 261.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.95, dividend RM0.005, in 4 months 15 days, total return is 169%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 7 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 13 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 19 days, total return is 65.2%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 20 days, total return is 56.9%
j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.93, dividend RM0.08, in 1 Year 4 months 20 days, total return is 55.4%
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:youtube.com/c/JamesShareInvesting
Facebook Group: www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接: 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
4 years ago | [YT] | 1
View 0 replies
James Share Investing
[TEO SENG CAPITAL BHD:鸡蛋售价提高]
YTD20 vs YTD19:
收入减少13%至2.367亿令吉,导致税前利润减少到710万令吉,在这期间减少80%。
家禽养殖:
该部门在回顾财政期间录得210万令吉的税前盈利,去年则为3250万令吉。
投资与交易:
动物保健产品需求的增加使收入增加了22%,并在回顾的财政期间录得其税前利润为500万令吉(去年为310万令吉)。
2Q20 vs 1Q20:
收入增加480万令吉或4.1%,主要是由于本季度的鸡蛋售价提高。与更高的收入一致,集团在本季度录得更好的税前盈利为430万令吉,增长51.6%。
前景:
集团评估了其可能由于Covid-19大流行在运营和财务方面造成的影响,两者均对本季度当前财务状况的影响微不足道,并且鸡蛋的销售价格有所改善。这集团将继续监控,重新评估财务状况,采取适当及时的措施,以尽量减少Covid-19大流行所造成的可能影响。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.72, dividend RM0.052, in 2 years 1 month 27 days, total return is 427.6%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.86 adjusted, dividend RM0.52, in 2 Years 3 months 7 days, total return is 339.7%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 4 months 7 days, total return is 285.9%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.64, dividend RM0.003, in 1 Year 1 month 14 days, total return is 261.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.95, dividend RM0.005, in 4 months 15 days, total return is 169%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 7 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 13 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 19 days, total return is 65.2%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 20 days, total return is 56.9%
j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.93, dividend RM0.08, in 1 Year 4 months 20 days, total return is 55.4%
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:youtube.com/c/JamesShareInvesting
Facebook Group: www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接: 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
4 years ago | [YT] | 0
View 0 replies
James Share Investing
[TAN CHONG MOTOR HOLDINGS BHD:COVID-19大流行严重影响了全球和我国的经济活动,从而严重影响了绩效。本地企业在行动控制令(MCO)期间无法运营]
截至2020年6月30日的季度,集团录得收入5.129亿令吉,税前亏损为8630万令吉,分别比去年同期减少51.9%和311.6%。截至2020年6月30日的6个月期间,集团录得收入12.472亿令吉和税前亏损8610万令吉,分别比去年同期减少41.9%和222.1%。
车辆组装,制造,分销和售后服务(汽车):
汽车部门在本季度回顾中的收入较低,为4.927亿令吉(YoY下降-52.7%),而息税折旧及摊销前亏损(LBITDA)为1750万令吉(YoY-121.7%)。截至2020年6月30日的6个月期间,汽车部门的营业额减少到12.022亿令吉(YoY-42.7%),息税折旧及摊销前收益(EBITDA)减少到1,030万令吉(YoY-93.1%)。
COVID-19大流行严重影响了全球和我国的经济活动,从而严重影响了绩效。本地企业在行动控制令(MCO)期间无法运营。海外市场的业务也受到了大流行的影响,尽管程度较小。与去年相比,这些中断导致收入和EBITDA下降。
金融服务(租购和保险):
金融服务部门在本季度回顾中录得较低的收入(1550万令吉)(YoY-26.1%)和LBITDA 1680万令吉(YoY-343.3%)。截至2020年6月30日的6个月期间,金融服务部门的营业额减少至3,450万令吉(YoY-20.4%),LBITDA则为1,300万令吉(YoY-201.0%)。这主要是由于在MCO期间收款明显减少,因本季度确认的租购应收款的减值损失增加所致。
其他部门(投资和物业):
在本季度回顾中,来自其他业务的收入略高至470万令吉(YoY增长16.0%),但EBITDA较低,为60万令吉(YoY-88.7%),这主要是由于当前季度净外汇收益减少所致。截至2020年6月30日的6个月期间,来自其他业务的收入增加至1,050万令吉(YoY增长43.0%),而EBITDA改善至1,690万令吉(YoY增长494.1%)。
前景:
2020年第二季度,由于COVID-19大流行的空前影响,马来西亚的国内生产总值(“ GDP”)下降了17.1%。马来西亚政府于2020年3月18日实施的MCO和2020年5月4日至2020年6月9日的有条件MCO对集团的全国业务产生了影响。同样,在其他开展业务的国家,即越南,缅甸,老挝和柬埔寨,也实施了不同程度的封锁措施。封锁的结果也影响了它们在这些国家的表现,尽管与马来西亚本地市场相比范围较小。陈唱摩多将继续采取积极措施,以提高其在所经营的所有市场中的竞争力,并继续专注于关键业务战略,以推动业务增长并实现运营可持续性。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.72, dividend RM0.052, in 2 years 1 month 27 days, total return is 427.6%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.86 adjusted, dividend RM0.52, in 2 Years 3 months 7 days, total return is 339.7%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 4 months 7 days, total return is 285.9%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.64, dividend RM0.003, in 1 Year 1 month 14 days, total return is 261.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.95, dividend RM0.005, in 4 months 15 days, total return is 169%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 7 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 13 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 19 days, total return is 65.2%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 20 days, total return is 56.9%
j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.93, dividend RM0.08, in 1 Year 4 months 20 days, total return is 55.4%
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:youtube.com/c/JamesShareInvesting
Facebook Group: www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接: 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
4 years ago | [YT] | 2
View 0 replies
James Share Investing
[SPRITZER BHD:销售收入减少是由于MCO和CMCO期间的销量大幅下降。这集团90%以上的收入来自瓶装水的销售,瓶装水是消费品,在MCO和CMCO期间需求大幅下降]
集团在截至2020年6月30日的本季度录得收入5,440万令吉,较去年同期的9,480万令吉减少43%。集团本季度来自制造业的收入为5140万令吉,比去年同期的9030万令吉减少了43%。同样,在截至2020年6月30日的本季度中,贸易部门的收入从440万令吉减少31%至300万令吉。
截至2020年6月30日止的本年度,集团录得收入1.472亿令吉,较去年同期的1.899亿令吉减少22%。这集团的制造业部门年初至今收入为1.398亿令吉,较去年同期的1.808亿令吉减少了23%。截至2020年6月30日止的年度迄今,贸易部门的收入从890万令吉减少18%至730万令吉。
截至2020年6月30日的本季度和年初至今,这集团的销售收入减少是由于MCO和CMCO期间的销量大幅下降。这集团90%以上的收入来自瓶装水的销售,瓶装水是消费品,在MCO和CMCO期间需求大幅下降。在截至2020年6月30日的当前季度的大部分时间里,大多数酒店,饭店和咖啡馆(“ HORECA”)要么完全关闭营业,要么仅开放供外卖,由于禁止跨州旅行,在严格的条件下许多加油站暂时关闭。学校和其他形式的学习机构已关闭,而社交活动,会议,宗教聚会和体育活动(通常饮用瓶装水被消费的地方)被禁止。此外,在MCO和CMCO期间,人们只能在家中遵守严格的行动限制,所喝的瓶装水要少得多。尽管这集团通过邻里超市的销售得以维持,并且这集团的在线销售有所增长,但其他销售渠道(如HORECA,便利店和大卖场)却由于消费者留在家里而受到了严重影响,销售下降。
其他损益:
截至2020年6月30日的本季度和年初至今,投资收入分别减少42%和48%,这是由于动用了多余的资金来支付购置物业,厂房和设备的费用。
税前利润和部门业绩:
截至2020年6月30日的本季度,集团的制造部门业绩为210万令吉,较去年同期的1130万令吉下降了81%。在截至2020年6月30日的年初至今,制造业部门的业绩为1,570万令吉,较去年同期下降26%。
截至2020年6月30日的本季度,这集团录得税前盈利160万令吉,较去年同期的1070万令吉减少85%,而年初至今的税前利润为1,480万令吉,比去年同期减少29%。
这集团在截至2020年6月30日的当前季度和年初的整体财务绩效下降是由于消费者需求显着下降,并因此导致了COVID-19大流行在MCO和CMCO期间造成的瓶装水销量下降。
QoQ:
截至2020年6月30日的本季度,这集团的收入为5,440万令吉,较截至2020年3月31日的上一个季度的9,280万令吉减少41%,原因是MCO和CMCO期间的销量减少。
截至2020年6月30日的本季度,这集团的税前利润为160万令吉,比截至2020年3月31日的前一季度的1,320万令吉减少88%,这主要是由于销售收入的大幅下降,而固定的间接费用和薪资支出保持不变。尽管本季度业务活动水平低下,但这集团继续按计划全额支付其雇员薪金。
前景:
在2020年第二季度,马来西亚的GDP同比大幅下降至-17.1%。马来西亚国家银行也将其2020年GDP预测从-2.0%和0.5%下调至-5.5%和-3.5%,主要反映出COVID-19大流行的严重程度。
由于健康和经济状况的不确定性以及市场上存在大量瓶装水生产商和众多瓶装水品牌的竞争压力,这集团预计短期内经营环境仍将困难重重。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.64, dividend RM0.052, in 2 years 1 month 26 days, total return is 416.4%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.80 adjusted, dividend RM0.52, in 2 Years 3 months 6 days, total return is 339.2%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.23 adjusted, dividend RM0.055, in 1 Year 4 months 6 days, total return is 276.3%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.59, dividend RM0.003, in 1 Year 1 month 13 days, total return is 250.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.975, dividend RM0.005, in 4 months 14 days, total return is 176.1%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.36, dividend RM0.02, in 8 months 6 days, total return is 142.1%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.33, in 5 months 12 days, total return is 73.7%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 18 days, total return is 65.2%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.285, dividend RM0.0025, in 2 months 19 days, total return is 59.7%
j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.88, in 1 year 8 months 18 days, total return is 53%
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:youtube.com/c/JamesShareInvesting
Facebook Group: www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接: 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
4 years ago | [YT] | 0
View 0 replies
James Share Investing
[SIME DARBY BHD:澳大利亚和大中华地区设备销售增加。由于上一季度受到冠状病毒爆发的不利影响,这季收入大幅反弹]
4Q20 vs 4Q19:
森那美拥有人应占溢利(「纯利」)下跌3.8%。
a)工业:
本季度的部门盈利下跌3.8%至2.04亿令吉。如果剔除一次性的东西,利润增长了15.9%,这主要是由于澳大利亚和大中华地区设备销售的增加。由于上一季度受到冠状病毒爆发的不利影响,这季收入大幅反弹,因此大中华区业务的利润增长了56.6%。这季度,澳大利亚业务的盈利能力并未受到流动限制的重大影响。
b)汽车:
本季度的部门盈利下跌29.7%至1.94亿令吉。大中华区业务的利润下降了33%,这主要是由于厂商的奖励降低,尽管收入增长了3.1%。新加坡业务亏损减少。
c)物流:
该部门录得1.01亿令吉的息税前亏损。本季度还包括了1800万令吉的出售海洋使用权和相关资产的收益。
d)医疗保健:
季内亏损600万令吉,主要是由于资产减值及收入减少。
e)其他:
包括森那美在Eastern & Oriental Berhad ("E&O")的投资减值拨回净额400万令吉(去年同期:亏损1800万令吉)。本季度还包括来自卡塔尔石油公司(QP)诉讼案的和解收入1500万令吉。
f)财务收入:
这季度的财务收入包括与可收回的印度预扣税有关的800万令吉。
g)财务费用:
4700万令吉的融资成本包括与采纳MFRS 16之后的租赁负债相关的2200万令吉的融资成本。
前景:
尽管在本财政年度下半年受到冠状病毒爆发的挑战,森那美在截至2020年6月30日的财政年度中的表现令人满意,这得益于这财政年度上半年的强劲表现。集团的大部分业务都在通常相对良好控制冠状病毒爆发的地方。因此,在放宽流动限制后,许多业务的销售有所恢复。该集团制定了一项低迷行动计划。该计划可确保森那美保持弹性,并能够迅速适应不断变化的商业环境。
许多国家出台了刺激措施,以在锁定和限制措施严重抑制经济活动后帮助其经济复苏。基础设施支出的增加将支持工业部门的设备销售,而马来西亚的汽车销售免征销售税等财政激励措施将有助于促进销售。基于森那美迄今所经历的相对强劲的销售反弹以及相对强劲的财务状况,董事会对森那美截至2021年6月30日的财政年度的财务表现将会令人满意表示谨慎乐观。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.68, dividend RM0.052, in 2 years 1 month 25 days, total return is 422%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.80 adjusted, dividend RM0.52, in 2 Years 3 months 5 days, total return is 339.2%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.38 adjusted, dividend RM0.055, in 1 Year 4 months 5 days, total return is 285.3%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.62, dividend RM0.003, in 1 Year 1 month 12 days, total return is 256.7%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.06, dividend RM0.005, in 4 months 13 days, total return is 200%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 5 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.325, in 5 months 11 days, total return is 71.1%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.73, dividend RM0.015, in 11 months 17 days, total return is 67.4%
i. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945, in 1 year 8 months 17 days, total return is 64.3%
j. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 18 days, total return is 56.9%
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:youtube.com/c/JamesShareInvesting
Facebook Group: www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接: 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
4 years ago | [YT] | 0
View 0 replies
James Share Investing
[POWER ROOT BHD:除税前溢利增加主要是由于有利的销售组合]
集团在本季录得1,360万令吉的税前利润,比去年同期的1,340万令吉的税前利润增加了20万令吉。除税前溢利增加主要是由于有利的销售组合。
QoQ:
本季度力之源的税前利润为1,360万令吉,比截至2020年3月31日的前一季度的1,650万令吉的税前利润减少290万令吉或17.6%。
前景:
虽然在恢复行动控制令(RMCO)期间,马来西亚的COVID-19病例数量基本可控,但Power Root意识到由于社交疏远法规而导致的消费者购买行为的近期变化。他们仍然认为,考虑到咖啡的固有功能和用户的生活方式,对咖啡的总体需求仍然有。
为了满足消费者的购物偏好,他们正在采取措施,通过在人流量高的知名在线零售商上开设旗舰店来吸引其购买者,从而增强其在线形象。这补充了他们目前在实体店的影响力,并有效地拓宽了他们的潜在渠道。他们还不断根据消费者和经济的情绪和需求来评估新产品的发布计划的及时性。
同时,他们在运营中坚定地继续其业务转型计划,以进一步提高生产力并产生更高的成本效益。最近,他们聘请了在食品和饮料,快速消费品和数字营销领域拥有丰富行业经验的关键人员,他们期望能实现最佳运营的同时可获得收益,同时也可以针对目标受众加强其品牌。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.60, dividend RM0.052, in 2 years 1 month 24 days, total return is 410.8%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM51.84 adjusted, dividend RM0.52, in 2 Years 3 months 4 days, total return is 331.3%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.33 adjusted, dividend RM0.055, in 1 Year 4 months 4 days, total return is 282.3%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.25, dividend RM0.003, in 1 Year 1 month 11 days, total return is 175.4%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.96, dividend RM0.005, in 4 months 12 days, total return is 171.8%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 4 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.32, in 5 months 10 days, total return is 68.4%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.715, dividend RM0.015, in 11 months 16 days, total return is 64%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.285, dividend RM0.0025, in 2 months 17 days, total return is 59.7%
j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.855, in 1 year 8 months 16 days, total return is 48.7%
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:youtube.com/c/JamesShareInvesting
Facebook Group: www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接: 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
4 years ago | [YT] | 0
View 0 replies
James Share Investing
[ECO WORLD DEVELOPMENT GROUP BHD:目标是在财政年度结束前至少推出其新的Duduk系列vertical townships地块。在南部,将于2021年第一季度推出的Eco Botanic II也收到了热烈的反响]
3Q20 vs 3Q19:
由于需要在重新启动之前实施额外的安全措施,物理施工工作于2020年6月中旬完全恢复。努力追赶使工作进度得以加快。若不计减值的影响,2020年第三季度的毛利润率将为25.1%,高于2019年第三季度记录的21.5%。本来可以实现的更高的毛利润率是几个项目节省成本的结果。
为减轻毛利降低的影响,已实施了广泛的成本控制措施,使绿盛世的行政费用与2019年第三季度相比大幅减少了39.9%。随着集团开始全面审查,这一财务纪律将继续简化所有流程,以实现长期可持续性。与2019年第三季度相比,该集团的税后利润较低,为1380万令吉。
YTD20 vs YTD19:
总体而言,集团在3Q YTD 2020的税后利润为6,870万令吉,低于3Q YTD 2019。
3Q20 vs 2Q20:
2020年第三季度取得的更高收入归因于在2020年6月中旬恢复工作后在集团的各个建筑工地成功实施了追赶计划,此后又有了新的销售。 2020年第三季度毛利润较低是由于存货减记。
前景:
绿盛世年初至今的销售额受到以下因素的驱动:
•已发现,在MCO期间进行潜在客户的数字化交流以传达所提供的独特价值主张,可以有效地代替人与人之间的交流。
•2020年6月重新推出了房屋所有权运动,这促使购买兴趣增加。
集团计划通过最新的#YouBelong运动来补充重新引入的房屋所有权运动,该运动积极参与到各个目标市场,以传达其属于EcoWorld社区的信息。伴随诱人的促销方案,它旨在推动销售并加快现有库存的清空,以增强集团的资产负债表。
集团还打算利用以下对著名的外国跨国公司的高价值销售所产生的积极势头,进一步促进其EBP I,II,III和V的发展,这些发展已吸引了本地和外国实业家的询问:
•于2020年6月以总价2.42亿令吉的价格将BBCC开发区中的一处服务式住宅出售给与Mitsui Fudosan (Asia) Malaysia Sdn Bhd成立的合资公司,以及
•于2020年8月以5,330万令吉将Eco Business Park(EBP)V的16.32英亩工业用地出售给Baosteel Can Making(Malaysia)Sdn Bhd。
向前迈进,马来西亚EcoWorld将继续追求2019年中进行的战略转变,以专注于M40阶层的住房需求,M40是市场上最大,最具弹性的市场。作为城镇开发商,当当前风暴过后市场复苏时,该市场份额的增加将使集团处于稳定状态。
绿盛世的目标是在财政年度结束前至少推出其新的Duduk系列vertical townships地块。 Huni @ EcoArdence和Se.Ruang @ EcoSanctuary的注册都很活跃,并且该集团正在积极协助潜在的购买者在正式推出之前申请最终融资。
在南部,将于2021年第一季度推出的Eco Botanic II也收到了热烈的反响。其他价格介于500,000令吉至900,000令吉的产品准备在2021财年推出,包括Eco Grandeur和Eco Horizon的联合房屋,以及在巴生谷和马来西亚依斯干达的多个项目中的小型组合花园房屋。
海外,EcoWorld International第三季税后盈利为3820万令吉,其中EcoWorld Malaysia所占份额为995万令吉。在澳大利亚西村的单位移交工作是该季度取得利润的主要因素。在伦敦,Wardian London的移交也已经开始。第一批完工通知书已于2020年8月发布给购买者,随着Wardian的建设分阶段完成,接下来的几个月还将继续。
------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.63, dividend RM0.052, in 2 years 1 month 23 days, total return is 415%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM53.52 adjusted, dividend RM0.52, in 2 Years 3 months 3 days, total return is 345.1%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.62 adjusted, dividend RM0.055, in 1 Year 4 months 3 days, total return is 299.7%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.29, dividend RM0.003, in 1 Year 1 month 10 days, total return is 184.2%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.91, dividend RM0.005, in 4 months 11 days, total return is 157.7%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.38, dividend RM0.02, in 8 months 3 days, total return is 145.6%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 9 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.755, dividend RM0.015, in 11 months 15 days, total return is 73%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.29, dividend RM0.0025, in 2 months 16 days, total return is 62.5%
j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.845, in 1 year 8 months 15 days, total return is 47%
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:youtube.com/c/JamesShareInvesting
Facebook Group: www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接: 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
4 years ago | [YT] | 0
View 0 replies
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