MBMR (5983) MBM资源 - [MBM RESOURCES BHD,车辆需求疲弱,市场竞争激烈,租购贷款审批严格以及外汇波动剧烈] - James的股票投资James Share Investing

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 [MBM RESOURCES BHD,车辆需求疲弱,市场竞争激烈,租购贷款审批严格以及外汇波动剧烈]

集团:
本季度,由于两个部门的销售额增加以及联营公司和合资企业的利润增加,集团的PBT增加了73.5%或1660万令吉,收于3920万令吉。

汽车交易:
PBT较去年上一季度上涨17.4%或80万令吉,收报520万令吉。

汽车零件制造:
该部门的税前亏损为380万令吉,与相应季度的税前亏损630万令吉相比,增加了250万令吉或39.6%。

集团:
与上一季度调整后的PBT为5130万令吉相比,本季度的PBT较上一季度下降23.6%或1210万令吉。较低的业绩是由于联营公司​​的贡献份额减少了930万令吉或20.1%,以及上一季度出售土地650万令吉的一次性收益。

汽车交易:
该部门的PBT也较上一季度上涨204.0%或1,030万令吉,收于PBT 520万令吉。

汽车零件制造:
与上一季度相比,该部门的收入减少0.8%或RM50万。在上一季度,该部门对物业,厂房和设备进行减值,金额为5,650万令吉。撇除该减值,该部门于上一季度的表现为税前亏损270万令吉。

前景:
虽然这集团的汽车销量在本季度有所改善,但鉴于车辆需求疲弱,市场竞争激烈,租购贷款审批严格以及外汇波动剧烈等因素,他们预计未来几个季度将面临持续挑战。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.72 within 1 month 2 days, total return is 25.3%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 within 1 month 9 days, total return is 15.7%

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> 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 https://web.facebook.com/jamesshareinvest/ 与我联系

最终决定永远是你的,谢谢。

James Ng
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[MBM RESOURCES BHD, subdued demand for vehicles, intense competition in the market, stringent hire purchase loan approvals and volatile foreign currency fluctuations]

Group:
This quarter, the Group's PBT increased by 73.5% or RM16.6 million to close at RM39.2 million due to improved sales from both Divisions as well as higher profits from the associates and joint venture entity.

Motor Trading:
PBT was higher by 17.4% or RM0.8 million to close at RM5.2 million compared to the corresponding quarter.

Auto Parts Manufacturing:
The Division closed at a loss before tax of RM3.8 million, an improvement of RM2.5 million or 39.6% as compared to the corresponding quarter's loss before tax of RM6.3 million.

Group:
Comparing to the adjusted PBT of RM51.3 million of the preceding quarter, the current quarter's PBT was 23.6% or RM12.1 million lower than the preceding quarter. This lower results were due to share of associates' contributions which fell by RM9.3 million or 20.1%, as well as a one-off gain on sale of land of RM6.5 million in the preceding quarter.

Motor Trading:
The Division's PBT was also higher against the preceding quarter by 204.0% or RM10.3 million to close at a PBT of RM5.2 million.

Auto Parts Manufacturing:
The Division's revenue reduced minimally by 0.8% or RM0.5 million against the preceding quarter. In the preceding quarter, the Division made an impairment on property, plant and equipment amounting to RM56.5 million. Excluding this impairment, the performance of the Division in the preceding quarter would have been a loss before tax of RM 2.7 million.

Prospects:
Although the Group's vehicle sales volume have shown improvements in the current quarter, they anticipate continuous challenges in the coming quarters given the subdued demand for vehicles, intense competition in the market, stringent hire purchase loan approvals and volatile foreign currency fluctuations, among others.
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James Ng Stock Pick Performance:
Since Recommended Return:

1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.72 within 1 month 2 days, total return is 25.3%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 within 1 month 9 days, total return is 15.7%



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 > 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 https://web.facebook.com/jamesshareinvest/

Final decision is always yours, thank you.

James Ng

https://www.facebook.com/jamesshareinvest/posts/2091970734403003