JAKS (4723) 捷硕资源 - [JAKS RESOURCES BHD,越南EPC的建设工程进度如期进行,马来西亚建筑部门进展符合预期,降低成本并改善房地产开发和投资部门的业绩] - James的股票投资James Share Investing


 [JAKS RESOURCES BHD,越南EPC的建设工程进度如期进行,马来西亚建筑部门进展符合预期,降低成本并改善房地产开发和投资部门的业绩]

截至2018年6月30日止的本季度,捷硕资源实现收入1.783亿令吉,较去年同期的1.709亿令吉增加约4%。本季度的收入主要来自建筑部门,总额为1.401亿令吉,其中6,350万令吉来自越南EPC建设工程。物业发展及投资部门为捷硕资源于本季度的收入贡献了3,720万令吉。

捷硕资源于本年度第二季度实现税前利润600万令吉,而去年同期则为税前亏损460万令吉。建筑部门在本季度录得较高的税前利润1,750万令吉,而去年同期的季度录得1,160万令吉,原因是越南EPC建筑工程的进度较高。相应地,建设部门在这季度实现了更高的税前利润1750万令吉,其中1690万令吉的利润来自越南EPC建筑工程。

物业发展及投资部门于这季度录得税前亏损1,020万令吉,而2017年第二季的税前亏损则为1,380万令吉。本年度亏损较低的主要是由于确认卖掉梳邦再也发展土地所产生的收益,即USJ土地物业的金额为580万令吉。

投资控股及其他部门于这季度录得较低的税前亏损,即140万令吉,而去年同期则录得240万令吉的税前亏损。这符合该部门管理成本的策略,以实现集团的一些成本节约。

截至2018年6月30日止的6个月财政期间,捷硕资源实现收入3.885亿令吉及税前利润1,680万令吉。这意味着收入同比增长19%,从去年的亏损160万令吉转为盈利。建筑部门是主要贡献者,收入为3.236亿令吉,税前利润为4460万令吉,其中的收入1.565亿令吉,和利润4220万令吉来自越南EPC建筑工程。

前景:
越南EPC的建设工程进度如期进行。马来西亚建筑部门前景充满挑战,但进展符合预期。总体而言,建筑部门预计将在2018年取得令人满意的业绩。集团正在努力降低成本并改善房地产开发和投资部门的业绩。
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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 RM2.86 in 1 month 27 days, total return is 31.8%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.865 in 23 days, total return is 21%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.88 in 2 month 3 days, total return is 10.7%

4) PMETAL (PRESS METAL ALUMINIUM HOLDINGS BHD), recommended on 26 Aug 18, initial price was RM4.78, rose to RM4.94 in 9 days, total return (including dividend RM0.015) is 3.7%

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

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James Ng
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[JAKS RESOURCES BHD, progress of the Vietnam EPC is proceeding well, local Construction division progress is meeting expectation, reduce the costs and to improve the performance of the Property Development and Investment division]

The Group achieved revenue of RM178.3 million for the current quarter ended 30 June 2018, an increase of approximately 4% from the previous year’s corresponding quarter of RM170.9 million. The current quarter’s revenue was contributed mainly by the Construction division of RM140.1 million of which RM63.5 million was derived from the Vietnam EPC construction work. The Property Development & Investment division contributed RM37.2 million to the Group revenue for the current quarter under review.

The Group achieved a profit before tax of RM6.0 million in the current year’s second quarter as compared to a loss before tax of RM4.6 million in the previous year’s corresponding quarter. The Construction division recorded a higher profit before tax of RM17.5 million in the quarter under review as compared to RM11.6 million achieved in the preceding year’s corresponding quarter on the back of higher progress billings from the Vietnam EPC construction works. Correspondingly, the Construction division achieved higher profit before tax in the quarter under review of RM17.5 million, of which profit of RM16.9 million was recognized from the Vietnam EPC construction works.

The Property Development & Investment division recorded a loss before tax of RM10.2 million in the quarter under review as compared to a loss before tax of RM13.8 million in the second quarter of 2017. The lower loss in the current year quarter was mainly due to the recognition of the gain arising from the disposal of land held for development in Subang Jaya, i.e. the USJ Land properties which amounted to RM5.8 million.

The Investment Holding & Others division recorded a lower loss before tax of RM1.4 million in the quarter under review as compared to a loss before tax of RM2.4 million incurred in the previous year’s corresponding quarter. This was in line with the division’s strategy to manage its cost to achieve some cost savings in the Group.

For the 6 months’ financial period ended 30 June 2018, the Group achieved revenue of RM388.5 million and profit before tax of RM16.8 million. This represents a year-on-year growth of 19% to the revenue and a turnaround from the loss position of RM1.60 million. The Construction division was the main contributor with revenue of RM323.6 million and profit before tax of RM44.6 million of which RM156.5 million revenue and RM42.2 million profit were derived from the Vietnam EPC construction works.

Prospects:
The progress of the construction works for Vietnam EPC is proceeding well as scheduled. The local Construction division outlook is challenging but the progress is meeting expectation. Overall, the Construction division is expected to perform satisfactorily in 2018. The Group is working to reduce the costs and to improve the performance of the Property Development and Investment division.
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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 RM2.86 in 1 month 27 days, total return is 31.8%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.865 in 23 days, total return is 21%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.88 in 2 month 3 days, total return is 10.7%

4) PMETAL (PRESS METAL ALUMINIUM HOLDINGS BHD), recommended on 26 Aug 18, initial price was RM4.78, rose to RM4.94 in 9 days, total return (including dividend RM0.015) is 3.7%

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/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://klse.i3investor.com/blogs/general/170872.jsp by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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Final decision is always yours, thank you.

James Ng

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