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 [AWC BHD:维护特许权的特许协议(CA)合同为期10年,从1.1.16到31.12.25,初始费率p.a.前5年设定为约5200万令吉,从第6年到第10年自动增加至5900万令吉]

设施部门:
Qoq:
该部门Q1/FY19的PBT从Q4/FY18的490万令吉略微上升至560万令吉,原因是本季度的成本效益提高。

1Q19 vs 1Q18:
Q1/FY19的收入与Q1/FY18相比增加了660万令吉/ 18.5%。这可归因于4个Putrajaya的新项目以及本季度的资本资产翻新计划。与收入一致,该部门Q1/FY19的PBT与Q1/FY18相应的去年同期相比增加了71万令吉/ 14.7%。

环境部门:
Qoq:
Q1/FY19的PBT达到270万令吉,而Q4/FY18则为410万令吉,减少了140万令吉/ -34.1%。

1Q19 vs 1Q18:
该部门的PBT在Q1/FY19相比Q1/FY18相应的季度略微下降了15万令吉/ -5.2%。

工程部门:
Qoq:
该部门这季的PBT为120万令吉,相对于Q4 / FY18上一季度LBT为60万令吉,增加了180万令吉/> 100%,这主要是在Q4/FY18由于贸易应收账款的准备金以及卖不出的存货分别为148万令吉和RM20万。

1Q19 vs 1Q18:
PBT在Q1/FY19对比Q1/FY18相应季度增加了110万令吉/> 100%,主要是由于本季度的经营成本较低。

1Q19 vs 4Q18:
由于很多因素,PBT增加了RM200万/27.2%。

前景:
受到本财政年度第一季度值得称道的鼓舞表现,董事会对这集团的财务表现持乐观态度。这得益于集团强劲的订单余额,这将使其在未来几个财政年度保持繁忙以及Trackwork的贡献。

设施部门:
2016年3月初签署了关于延长南部地区(柔佛州,马六甲,森美兰)和砂拉越维护特许权的特许协议(CA)。该合同为期10年,从1.1.16到31.12.25。初始费率p.a.前5年设定为约5200万令吉,从第6年到第10年自动增加至5900万令吉。

此外,他们还与新的CA一起签署了一份合同,在未来七年内承担Critical Asset Refurbishment Programme(CARP)。根据该合同,他们将根据预定的时间/时间表在各个地点进行CARP。根据这项CARP,他们将在十年内(续租特许期)被支付1.4亿令吉,相当于每月约116万令吉。

这两份合约显着改善了集团的长期前景。他们期望在未来几年内通过CARP合同对其收入和利润表现做出积极贡献。此外,他们目前在商业和医疗保健部门承担某些维护合同,这些合同通常为两到五年。他们希望这些合同继续为他们的前景做出积极贡献。

环境部门:
环境部门现有合同,将在接下来的三个财政年度内完成。该部门的前景仍然乐观。

工程部门:
空调部分:
Capital 21项目正在进行并即将完成。虽然与设施部门的部门间收入预计将继续对该部门的财务业绩和前景作出积极贡献,但管理层正在审查该部门的业务以进行可能的重组。

水管部分:
尽管主要承包商在该部门开展的项目中进展缓慢,但这些项目仍然在轨道上,他们希望在随后的季度赶上。
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 2 months 17 days, total return is 19.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.87 in 6 months 2 day, total return is 9.4%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.04 in 11 days, total return is 7.8%

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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日期:3月3日星期日
地点:G Inn Hotel, George Town (Penang)

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
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James Ng
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[AWC BHD: Concession Agreement (CA) contract is for 10 years, from 1.1.16 to 31.12.25, initial rate p.a. is set at approximately RM52 mil for the first 5 years, with automatic increase to RM59 mil p.a. from year 6 to 10]

Facilities Division:
Qoq:
The segment’s PBT for Q1/FY19 increased slightly to RM5.6m from RM4.9m in Q4/FY18 attributable to better cost efficiencies during the quarter under review.

1Q19 vs 1Q18:
The revenue in current quarter Q1/FY19 increased by RM6.6m/18.5% as compared to preceding year corresponding quarter Q1/FY18. This was attributable to the (4) new projects in Putrajaya as well as Capital Asset Refurbishment Programme in the current quarter under review. In line with the higher revenue, the segment recorded an increase in PBT for the current quarter Q1/FY19 vs preceding year corresponding quarter Q1/FY18 by RM0.71m/14.7%.

Environment Division:
QoQ:
PBT in Q1/FY19 amounted to RM2.7m, compared to RM4.1m in Q4/FY18, a decrease of RM1.4m/-34.1%.

1Q19 vs 1Q18:
PBT of the division decreased slightly by RM0.15m/-5.2% in current quarter Q1/FY19 against preceding year corresponding quarter Q1/FY18.

Engineering Division:
QoQ:
The division reported a PBT of RM1.2m vs LBT of RM0.6m in Q4/FY18, an increase of RM1.8m/>100%, which was primarily attributable to provisions made on trade receivables as well as slow moving stock of RM1.48m and RM0.2m respectively in the preceding quarter Q4/FY18.

1Q19 vs 1Q18:
The PBT increased by RM1.1m/>100% in current quarter Q1/FY19 against preceding year corresponding quarter Q1/FY18 mainly due to the lower operating costs incurred in the current quarter under review.

1Q19 vs 4Q18:
The PBT increased by RM2.0m/27.2% due to a myriad of factors.

Prospects:
Buoyed by a commendable performance during the first quarter of the current financial year, the Board remains optimistic of the Group’s financial performance. This is underpinned by the Group’s strong orderbook balance which will keep it busy over the next few financial years as well as contribution from Trackwork.

Facilities Division:
The Concession Agreement (CA) for the renewal of the maintenance concession for the Southern Region (Johor, Malacca, Negeri Sembilan) and Sarawak was signed in early March 2016. This contract is for 10 years, from 1.1.16 to 31.12.25. Initial rate p.a. is set at approximately RM52 mil for the first 5 years, with automatic increase to RM59 mil p.a. from year 6 to 10.

In addition, together with the new CA, they also signed a contract to undertake the Critical Asset Refurbishment Programme, or CARP, over the next seven years. Under this contract, they are to undertake the CARP over various locations, and based on predetermined timing/schedules. Under this CARP they are to be paid RM140 mil over ten years (the renewed concession period), equaling approximately RM1.16 mil monthly.

These two contracts significantly improve the Group’s long-term prospects. They expect positive contribution to their revenue and profit performance from their CARP contract over the next several years. Also, they currently undertake certain maintenance contracts in the commercial and healthcare segments where these contracts are generally for two to five year periods. They expect these contracts to continuing to contribute positively to their prospects.

Environment Division:
The Environment Division has contracts on hand that will tide it over for the next three financial years. Prospects remain positive for this Division.

Engineering Division:
Air conditioning segment:
The Capital 21 project is progressing and is nearing completion. While inter segment revenue with facilities division is expected to continue contributing positively to the financial performance and prospects for the Division, the Management is reviewing this segment’s operations for possible restructuring.

Plumbing segment:
Despite the continuing slow progress by the main contractors in projects undertaken by the segment, the projects remain on-track and they are hopeful in catching up in the ensuing quarters.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 2 months 17 days, total return is 19.4%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.87 in 6 months 2 day, total return is 9.4%

c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.04 in 11 days, total return is 7.8%

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/188530.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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James Ng

https://klse.i3investor.com/blogs/general/188796.jsp
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