KPJ (5878) 柔佛医药保健 - [KPJ HEALTHCARE BHD:患者发作次数和每个住院病人的复杂病例增加] - James的股票投资James Share Investing


 [KPJ HEALTHCARE BHD:患者发作次数和每个住院病人的复杂病例增加]

截至2018年6月30日止柔佛医保的收入为8.013亿令吉,较去年同期的7.786亿令吉增加3%。截至2018年6月30日止3个月的zakat前和税前利润录得6140万令吉,较2017年的4,750万令吉增加29%。

马来西亚:
马来西亚部门继续表现优异,收入增长3%至本季度的7.777亿令吉,而去年同期为7.525亿令吉。改善的表现主要是由于患者发作次数和每个住院病人的复杂病例增加,特别是对于KPJ Rawang,KPJ Bandar Maharani和KPJ Pasir Gudang。此外,支持的公司的活动增加也有助于收入增长。本季度,KPJ Perlis已于2018年5月17日开始运营。

本季度zakat前和税前利润增加至6,200万令吉,较2017年同期的4,910万令吉增加26%,主要由于医院的成本优化措施,主要是酝酿中的新医院。

其他:
该部门的收入为2,360万令吉,较去年同期的2,610万令吉减少9%。

澳大利亚:
澳大利亚部门的收入为1,480万令吉,与去年同期的收入1,440万令吉相比略有增加。该部门本季度EBITDA增长超过100%,目前为60万令吉,而去年同期的EBITDA为负130万令吉。由于Jeta Gardens的居住人数增加,更好的资源利用率支持了更强的EBITDA。

柔佛医保截至2018年6月30日止本年度的收入为16.242亿令吉,较去年同期的15.578亿令吉增加4%。截至2018年6月30日止6个月的zakat前及税前溢利录得1.223亿令吉,较2017年的1.053亿令吉增加16%。

马来西亚:
马来西亚部门2018年的收入从15.03亿令吉增长至15.75亿令吉,较去年增加5%。收入增加的主要原因是患者病例数和住院复杂病例增加,特别是KPJ Rawang,KPJ Pasir Gudang和KPJ Bandar Maharani,与2017年病床数量相比,床位数量扩大了45%。收入增加也是由现有医院的有机增长所致。本期间,KPJ玻璃市于2018年5月17日开始运作。

在此期间,zakat前和税前利润增加至1.259亿令吉,较2017年同期的1.054亿令吉增加19%。增长主要来自于主要来自在此期间新医院妊娠期的成本优化和合资公司的利润比例较高。

其他:
该部门的收入为4,920万令吉,较去年同期的5,490万令吉减少10%。

澳大利亚:
澳大利亚部门的收入为2970万令吉,与去年同期的收入2910万令吉相比增加了2%。该部门今年EBITDA增长超过100%,目前为210万令吉,而去年同期的EBITDA则为负370万令吉。由于Jeta Gardens的居住人数增加,更好的资源利用率支持了更强的EBITDA。

截至二零一八年六月三十日,柔佛医保的总资产为45.452亿令吉,较2017年6月30日的41.054亿令吉增加11%。

马来西亚:
来自马来西亚部门的资产总额为40.535亿令吉,较2017年6月30日的35.761亿令吉增加13%。增加的主要原因是即将进行运作的物业,厂房及设备的额外投资,如目前正在建设中的KPJ BDC,KPJ Bandar Dato Onn和KPJ Miri等医院。除物业,厂房及设备增加外,增加亦来自于一间附属公司Lablink(M)Sdn Bhd通过新发行普通股部分出售给KL Kappa私人有限公司而收取的现金。

其他:
印尼业务负债总额为3,990万令吉,较2017年6月30日的5,250万令吉减少24%,原因是期内偿还银行借款及应付款项。

澳大利亚:
澳大利亚部门总资产为1.65亿令吉,较2017年6月30日录得的1.878亿令吉减少12%,以及负债总额亦减少2520万令吉或减少12%(2017年6月30日录得RM2.056亿)是由于澳元在年内贬值。

截至2018年6月30日止期间,柔佛医保经营活动产生的现金流量显示应付款项大幅减少。净现金和现金等价物与去年同期相比增加了两倍。当前季度的zakat前和税前利润增长了1%,与上一季度的6090万令吉相比,为6140万令吉。本季度的EBITDA为1.188亿令吉,较上一季度的1.166亿令吉增长2%。

前景:
截至2018年12月31日止财政年度,柔佛医保将继续改善其表现及改善业务策略,以确保长远增长及盈利。为确保EBITDA和PBZT利润率的持续改善,柔佛医保将通过金融及其他相关方面的卓越运营创新方法,专注于有纪律的成本管理。至于其他部门,柔佛医保将继续专注并制定强有力的策略以改善业绩。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.88 in 1 month 6 day, total return is 23.1%

2) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.48 in 2 months 10 days, total return is 14.3%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 2 month 17 days, total return is 10.1%

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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日期:10月7日星期日
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日期:10月14日星期日
地点:George Town (Penang)

日期:10月21日星期日
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日期:10月28日星期日
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有兴趣的朋友,可以电邮或PM FB page联络我
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James Ng
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[KPJ HEALTHCARE BHD: increase in number of patient episodes and complex cases per inpatient]

The Group’s revenue for the current quarter ended 30 June 2018 was RM801.3 million, an increase of 3% as compared to RM778.6 million in the corresponding quarter of the preceding year. The profit before zakat and tax for the 3 months ended 30 June 2018 was recorded at RM61.4 million, increased by 29% from RM47.5 million in 2017.

Malaysia:
The Malaysia segment continues to excel, reported revenue rose by 3% to RM777.7 million in current quarter from RM752.5 million reported in the same quarter of the preceding year. The improved performance was mainly contributed by the increase in number of patient episodes and complex cases per inpatient particularly for KPJ Rawang, KPJ Bandar Maharani and KPJ Pasir Gudang. Besides, increased activities at the support companies also contributed to the revenue growth. In current quarter, KPJ Perlis has commenced its operation on 17 May 2018.

Profit before zakat and tax has increased to RM62.0 million during this quarter, an increase of 26% from RM49.1 million in the same quarter in 2017, contributed by the cost optimisation initiatives by the hospitals mainly the new hospitals which were under gestation period.

Others:
Revenue from this segment was reported at RM23.6 million, a decreased of 9% from RM26.1 million in corresponding quarter of the prior year.

Australia:
Revenue from Australia segment was reported at RM14.8 million, slightly increased as compared to revenue in the corresponding quarter of the preceding year which was reported at RM14.4 million. This segment reported an increase of more than 100% in EBITDA during this quarter, which currently stands at RM0.6 million, as compared to negative EBITDA of RM1.3 million in the corresponding quarter of the preceding year. Stronger EBITDA was backed by better utilisation of resources, resulted from higher number of residents reported by Jeta Gardens.

The Group’s revenue for the current year ended 30 June 2018 was RM1,624.2 million, an increase of 4% as compared to RM1,557.8 million in the corresponding period of the preceding year. The profit before zakat and tax for the 6 months ended 30 June 2018 was recorded at RM122.3 million, increased by 16% from RM105.3 million in 2017.

Malaysia:
The Malaysia segment revenue in 2018 grew from RM1,503.0 million to RM1,575.0 million, an increase of 5% compared to the preceding year. Higher revenue was mainly contributed by the increase in number of patient episodes and complex cases per inpatient particularly for KPJ Rawang, KPJ Pasir Gudang and KPJ Bandar Maharani with expanding of beds by 45% as compared to number of beds in 2017. The increase in revenue was also attributed by the organic growth from the existing hospitals. In current period, KPJ Perlis has commenced its operation on 17 May 2018.

Profit before zakat and tax has increased to RM125.9 million during this period, an increase of 19% from RM105.4 million in the same period in 2017. The growth was mainly contributed by better cost optimisation mainly from the new hospitals which were under gestation period and higher share of results of associates during the period.

Others:
Revenue from this segment was reported at RM49.2 million, 10% decreased from RM54.9 million in corresponding period of the prior year.

Australia:
Revenue from Australia segment was reported at RM29.7 million, increased by 2% as compared to revenue in the corresponding period of the preceding year which was reported at RM29.1 million. This segment reported an increase of more than 100% in EBITDA in current year, which currently stands at RM2.1 million, as compared to negative EBITDA of RM3.7 million in the corresponding quarter of the preceding year. Stronger EBITDA was backed by better utilisation of resources, resulted from higher number of residents reported by Jeta Gardens.

The Group’s total assets as at 30 June 2018 was RM4,545.2 million, an increase of 11% as compared to RM4,105.4 million as at 30 June 2017.

Malaysia:
Total assets from Malaysia segment was reported at RM4,053.5 million, an increase of 13% in comparison to RM3,576.1 million as at 30 June 2017. The increment was mainly attributable to the additional investment in property, plant and equipment for the soon-to-be opened hospitals such as KPJ BDC, KPJ Bandar Dato Onn and KPJ Miri which are currently under construction. Apart from the increase in property, plant and equipment, the increment was also contributed by the cash received arising from the partial disposal of a subsidiary, Lablink (M) Sdn Bhd to KL Kappa Sdn Bhd via new issuance of ordinary shares.

Others:
Total liabilities from Indonesia operations was reported at RM39.9 million decreased by 24% in comparison to RM52.5 million as at 30 June 2017, due to repayment of the bank borrowings and payables during the period.

Australia:
The Australia segment reported total assets of RM165.0 million, a decrease of 12% as compared to RM187.8 million recorded as at 30 June 2017, as well as total liabilities which also reported a decrease by RM25.2 million or by 12% compared to RM205.6 million recorded as at 30 June 2017 due to depreciation of Australian Dollar during the year.

For the period ended 30 June 2018, the Group’s cash flows from operating activities show a huge reduction in payable. Net cash and cash equivalent has increased by twofold as compared to the same period of the preceding year. Profit before zakat and tax for current quarter increased by 1%, which had been closed at RM61.4 million as compared to RM60.9 million in the preceding quarter. EBITDA for this quarter stands at RM118.8 million, an increase of 2% as compared to the preceding quarter of RM116.6 million.

Prospects:
For the financial year ending 31 December 2018, the Group will continue to improve its performance and enhancing its business strategies to ensure long-term growth and profitability. In ensuring consistent improvement of EBITDA and PBZT margin, the Group will focus on discipline cost management through innovation approaches in operational excellence from financial and other related aspects. As for other segments, the Group will continue to remain focused and putting in robust strategy in delivering an improved results.
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James Ng Stock Pick Performance:
Since Recommended Return:

1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.88 in 1 month 6 day, total return is 23.1%

2) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.48 in 2 months 10 days, total return is 14.3%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 2 month 17 days, total return is 10.1%

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/

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James Ng

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