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 [INARI AMERTRON BHD:RF部门没有增长,鉴于目前的地缘政治和地缘经济的不稳定性,对于30 June 2019的财年,他们认为旗舰智能手机的RF部门存在一些挑战]

益纳利美昌本季度的收入为3.257亿令吉,较去年同期减少12.7%,这季通常是益纳利美昌的历史高峰季度。收入减少的部分原因是上一财政年度出售51%股权子公司的资产,而主要传感器产品的销量相对较低。

益纳利美昌的税前利润由7,370万令吉减少11.9%至6,490万令吉,税后溢利由截至2017年9月30日止的相应季度的6,870万令吉减少12.5%至6,010万令吉。税前利润和税后利润减少主要是由于收入减少,但相对较好的PBT和PAT比率是比起上一财政年度同期,今年有更好的产品组合和有利的外汇汇率。

益纳利美昌的税前利润由8140万令吉减少20.3%至6490万令吉,税后利润由上一季度的6690万令吉减少10.1%至6,010万令吉。这主要归因于上一季度出售51%所有子公司资产的一次性收益。

前景:
国际货币基金组织(IMF)在其2018年10月的“世界经济展望”最新报告中指出,2018年和2019年的全球增长率预计为3.7%,比2018年4月预测的3.9%下降0.2%。向下修正反映出2018年初在一些主要发达经济体中令人意外的抑制活动,4月至9月中旬实施或批准的贸易措施的负面影响,以及一些主要新兴市场和发展中经济体因国家特定因素,财政状况趋紧而出现的前景疲弱,地缘政治紧张局势,以及更高的石油进口费用。

他们的光电子部门在某些产品线上有所增长,而RF部门则没有增长。与近年来半导体行业各部门的均衡增长不同,他们预计未来几个季度各行业的增长将显着不均衡,甚至会降至个别产品线。鉴于目前的地缘政治和地缘经济的不稳定性,对于30 June 2019的财年,他们认为旗舰智能手机的RF部门存在一些挑战,而光电子领域继续表现出弹性。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 in 4 months 29 days, total return is 15.7%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.81 in 3 months 18 day, total return is 13.3%

3) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.10 in 1 month 16 days, total return is 11.1%

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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James Ng
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[INARI AMERTRON BHD: RF division registered flat performance, overall for the new financial year ending 30 June 2019, given current geo-political and geo-economic uncertainties, they see some challenges in the RF segment for the flagship smartphones]

The Group posted a revenue of RM325.7 million for the current quarter, representing a decrease of 12.7% compared to the corresponding quarter in the previous year, which was a historical peak quarter for the Group to-date. The lower revenue was also due in part to the disposal of assets of a 51% owned subsidiary during the last financial year and comparatively lower volume loading on a major sensor product.

The Group’s profit before tax decreased by 11.9% to RM64.9 million from RM73.7 million and profit after tax decreased by 12.5% to RM60.1 million from RM68.7 million compared to the corresponding quarter ended 30 September 2017. The decrease in profit before and
after tax was mainly due to lower revenue volume but the relatively better PBT and PAT ratios are due to a better product mix and favourable foreign exchange rates compared to the corresponding period in the previous financial year.

The Group’s profit before tax decreased by 20.3% to RM64.9 million from RM81.4 million and profit after tax decreased by 10.1% to RM60.1 million from RM66.9 million in the immediate preceding quarter. These was mainly attributed by the one-off gain on disposal of assets of a 51% owned subsidiary in the immediate preceding quarter.

Prospects:
The International Monetary Fund (IMF) in its October 2018 World Economic Outlook update reported that global growth for 2018 and 2019 is projected at 3.7% lower of 0.2% as forecast in the April 2018 at 3.9%, The downward revision reflects surprises that suppressed activity in early 2018 in some major advanced economies, the negative effects of the trade measures implemented or approved between April and mid-September, as well as a weaker outlook for some key emerging market and developing economies arising from country-specific factors, tighter financial conditions, geopolitical tensions, and higher oil import bills.

Their optoelectronics division registered growth in certain product lines while the RF division registered flat performance. Unlike the even growth seen across sectors in the semiconductor industry in recent years, they anticipate significant unevenness in growth across sectors and even down to individual product lines over the next few quarters. Overall for the new financial year ending 30 June 2019, given current geo-political and geo-economic uncertainties, they see some challenges in the RF segment for the flagship smartphones while the optoelectronics segment continues to show resilience.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

1) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.92 in 4 months 29 days, total return is 15.7%

2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.81 in 3 months 18 day, total return is 13.3%

3) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.10 in 1 month 16 days, total return is 11.1%

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/



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/184178.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

Facebook Group: https://www.facebook.com/groups/jamesinvesting

If you want to join my WhatsApp group (there will be no James Ng's stock pick inside), please PM or email me your handphone number.

Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/184961.jsp
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