PARKSON (5657) 百盛控股 - [PARKSON HOLDINGS BHD:探索抓住市场机遇的可行性,并坚信其在执行转型策略方面的努力,包括零售业态多元化,营运优化及成本合理化工作] - James的股票投资James Share Investing


 [PARKSON HOLDINGS BHD:探索抓住市场机遇的可行性,并坚信其在执行转型策略方面的努力,包括零售业态多元化,营运优化及成本合理化工作]

于截至二零一八年六月三十日止财政年度,这集团零售业的收入录得略微增长至39.26亿令吉,并实现盈利,营业利润为二千六百万令吉。

马来西亚:
由于新零售店的贡献,百盛马来西亚在2018财年实现了5%的收入增长,达到10.31亿令吉。随着4家新百盛商店的开业,这些业务继续扩大其市场份额,而在今年财政年度至今,有5家表现不佳的店铺关闭。截至2018年6月30日,百盛马来西亚共有44家门店。

中国:
百盛中国是集团零售业务的主要贡献者,其实施的转型战略在多元化零售业态和品牌提升方面取得了稳固进展。这些业务的同店销售增长略微有所增长,截至今年的财政年度收入增加至26.51亿令吉。较高的收入加上运营效率的提高使百盛中国的运营利润达到1.11亿令吉,而一年前则亏损4,200万令吉。对于FYE2018,百盛中国推出了2家新店(包括第一家百盛美容专卖店),而4家表现不佳的店则关闭以优化其店铺网络。截至2018年6月30日,这集团在中国30个城市拥有47家门店网络。

越南和缅甸:
百盛越南在本财政年度关闭了胡志明市一家表现不良的商店。

印度尼西亚:
经营亏损已降至2,000万令吉,而一年前则为2800万令吉,此前集团旗下店铺关闭及缩减规模,作为这集团不断努力优化店面效益的一部分。

其他部门的业绩主要来自食品和饮料(“F&B”)业务,消费者融资业务和投资控股的运作。这集团根据百盛信贷进行的消费者融资业务在本财政年度的收入和盈利能力不断增强。百盛信贷的盈利能力提高,以及表现不佳的店关闭后餐饮业务的亏损减少,使得该部门在本季度及本财年迄今为止的经营亏损均录得较低。

本季度尽管集团在马来西亚和印度尼西亚的零售业务受益于2018年6月的节日购物,但在没有重大庆祝活动的情况下,其他地区的零售店的流量较低。

前景:
鉴于中国更具挑战性但蓬勃发展的消费市场环境,这集团将继续探索抓住市场机遇的可行性,并坚信其在执行转型策略方面的努力,包括零售业态多元化,营运优化及成本合理化工作,将进一步巩固集团作为领先生活方式零售商的地位。这集团将继续积极推动收入增长,同时谨慎行事。
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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 RM0.845 in 2 months 21 day, total return is 18.2%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.905 in 4 months 2 day, total return is 13.8%

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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[PARKSON HOLDINGS BHD: explore the feasibility to seize market opportunities and strongly believes that its efforts in executing transformation strategies, including diversification of retail formats, operational optimisation and cost rationalisation efforts]

For the financial year ended 30 June 2018 ("FYE2018"), the Group's Retailing Division registered a marginal growth in revenue to RM3,926 million and turned profitable with an operating profit of RM26 million.

Malaysia:
Parkson Malaysia achieved a 5% revenue growth to RM1,031 million for the FYE2018 due to contribution of new retail stores. The operations continued to extend its market presence with the opening of 4 new Parkson stores whilst 5 under performing stores were closed down during the financial year-to-date. Parkson Malaysia has 44 stores as at 30 June 2018.

China:
Parkson China, the major contributor of the Group's retailing operation, has seen solid progress from the execution of its transformation strategies focusing on diversified retail formats and brand enhancement. The operations posted a marginal positive SSS growth with revenue increasing to RM2,651 million for the financial year-to-date. The higher revenue coupled with improved operating efficiencies have enabled Parkson China to report an operating profit of RM111 million against a loss of RM42 million a year ago. For the FYE2018, Parkson China had launched 2 new stores (including the first Parkson Beauty specialty store) whilst 4 under performing stores were closed to optimise its store network. As at 30 June 2018, the Group has a network coverage of 47 stores over 30 cities in China.

Vietnam and Myanmar:
Parkson Vietnam closed a non-performing managed store in Ho Chi Minh City during the financial year.

Indonesia:
Operating loss has narrowed to RM20 million compared with RM28 million a year ago following the closure and downsizing of under performing stores as part of the Group's continuous effort to optimise store effectiveness.

Results of the Others Division were mainly derived from the operation of the food and beverage ("F&B") business, consumer financing business and investment holding. The Group's consumer financing business carried out under Parkson Credit remained strong with increasing revenue and profitability during the current financial year. The improved profitability of Parkson Credit together with lower losses from the F&B business following the closure of non-performing outlets have enabled the division to record lower operating losses for the current quarter and financial year-to-date.

For the current quarter under review, despite the Group's retailing operations in Malaysia and Indonesia benefited from the festive shopping in June 2018, the other regions experienced lower traffic flow in their retail stores in the absence of major festivities.

Prospects:
In light of the more challenging, yet booming consumption market environment in China, the Group will continue to explore the feasibility to seize market opportunities and strongly believes that its efforts in executing transformation strategies, including diversification of retail formats, operational optimisation and cost rationalisation efforts, will further reinforce the Group's position as a leading lifestyle retailer. The Group will continue to drive topline growth proactively whilst exercising prudence on its strategies.
------------------------------------------------
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 RM0.845 in 2 months 21 day, total return is 18.2%

2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.905 in 4 months 2 day, total return is 13.8%

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/180453.jsp by date.

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



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Final decision is always yours, thank you.

James Ng

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