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。
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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 RM3.72, 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%
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。
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James Ng
4 years ago | [YT] | 2