[CAN-ONE BHD:本财政年度最后一个季度的经营环境预计将继续面临挑战,原因是外汇汇率波动,原材料价格上涨以及尤其是一般罐头部门对果仁罐的需求减少] - James的股票投资James Share Investing


 [CAN-ONE BHD:本财政年度最后一个季度的经营环境预计将继续面临挑战,原因是外汇汇率波动,原材料价格上涨以及尤其是一般罐头部门对果仁罐的需求减少]

3Q18 vs 3Q17:
集团的收入从2017年第三季度的2.982亿令吉略微下降至2018年第三季度的2.978亿令吉。税前利润和税后利润从2017年第三季度的2100万令吉和1590万令吉降至2018年第三季度的1520万令吉和1,100万令吉。

一般罐头部门:
2018年第三季度除税前利润减少了880万令吉至60万令吉,主要是由于本季度原材料和生产成本再次增加以及之前去年相应季度卖掉的物业,厂房和设备。

食品部门:
2018年第三季度的税前利润增加了550万令吉至1,700万令吉,主要是由于销售增长,销售组合以及较低的平均材料消耗价格。

国际贸易部门:
2018年第三季度国际贸易部门的收入减少了200万令吉,达到2410万令吉,而2017年第三季度为2610万令吉,原因是树脂交易减少。本季度的税前利润与上一年度相应的季度相近。

对子公司的投资:
这集团的股权占联营公司的业绩,Kian Joo Can Factory Berhad(「KJCF」)于二零一八年第三季度相当于RM90万(扣除税项),而2017年第三季则为300万令吉。 KJCF主要是由于缅甸的收入减少,原材料成本上升和营业前亏损。

YTD18 vs YTD17:
税前利润和税后利润从2017年第三季度的5,990万令吉和4600万令吉下降至2018年第3季度的4,860万令吉和3,360万令吉。

一般罐头部门:
2018年第三季度税前利润下降1860万令吉至360万令吉,主要归因于销售组合,平均材料和生产成本上升以及2018年第三季度卖掉工厂和处置损失达RM10万(2017年第三季度出售物业,厂房及设备收益相当于670万令吉)及更高的分销开支。

食品部门:
随着销售额增长,生产效率和销售组合的提高,与2017年第三季度相比,税前利润增加了1,550万令吉,达到4,960万令吉。

国际贸易部门:
2018年第三季度国际贸易部门的收入增加了RM2000万至9,820万令吉,原因是交易活动增加,导致与2017年第三季度相比税前利润增加20万令吉。

对子公司的投资:
于2018年第三季度,联营公司KJCF的股本业绩减少了790万令吉至580万令吉,主要是由于销售额下降,原材料成本上升及缅甸的营运前费用增加所致。

3Q18 vs 2Q18:
在本季度,税前利润减少了210万令吉至1520万令吉。

一般罐头部门:
本季度税前利润增加了RM30万至RM60万,主要是由于销售和销售组合的增加。

食品部门:
2018年第三季度,食品部门的收入减少了210万令吉,降至2.058亿令吉。2018年第三季度,税前利润从1,930万令吉减少230万令吉至1,700万令吉,主要原因是销售额,销售组合和生产效率下降。

国际贸易部门:
国际贸易部门的营业额从2018年第二季度的3810万令吉减少1400万令吉至2018年第三季度的2410万令吉,主要是由于交易活动需求减少。

对子公司的投资:
这集团的股权占联营公司的业绩,KJCF在2018年第三季度达到了90万令吉,比上一季度减少了50万令吉。 KJCF贡献的利润较低主要是由于其合约包装部门的亏损较高以及衍生金融工具的亏损(相比上一季度有收益)。

前景:
这集团本财政年度最后一个季度的经营环境预计将继续面临挑战,原因是外汇汇率波动,原材料价格上涨以及尤其是一般罐头部门对果仁罐的需求减少。
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM0.975 in 25 days, total return is 21.9%

b) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.15 in 16 days, total return is 19.2%

c) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.18 (dividend RM0.0375) in 2 months 22 days, total return is 17.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.91 in 6 months 7 day, total return is 14.5%

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

【看懂年报和季报】课程
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地点:Hotel Sri Petaling, KL (包括免费茶点)

日期:3月3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
email:jamesngshare@gmail.com
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James Ng
---------------------
[CAN-ONE BHD: operating environment for the last quarter of the financial year is expected to remain challenging with volatile foreign exchange rates, uptrend price of raw materials and low demand for jerry cans especially in General Cans division]

3Q18 vs 3Q17:
The Group’s revenue decreased marginally from RM298.2 million in Q3, 2017 to RM297.8 million in Q3, 2018. Profit before taxation and profit after taxation decreased from RM21.0 million and RM15.9 million in Q3, 2017 to RM15.2 million and RM11.0 million respectively in Q3, 2018.

General Cans division:
Profit before taxation decreased by RM8.8 million to RM0.6 million in Q3, 2018 mainly attributable to higher raw material and production over head costs in the quarter under review and again on disposal of property, plant and equipment in the preceeding corresponding quarter.

Food Products division:
Profit before taxation of Q3, 2018 increased by RM5.5 million to RM17.0 million mainly due to sales growth, sales mix and lower average material consumed price.

International Trading division:
Revenue of International Trading division decreased by RM2.0 million to RM24.1 million in Q3, 2018 compared to RM26.1 million in Q3, 2017 due to reduced trading in resins. Profit before taxation in the current quarter under review approximated that of the preceding year corresponding quarter.

Investment in associate:
The Group has equity accounted the results of associate, Kian Joo Can Factory Berhad (“KJCF”) amounting to RM0.9 million (net of tax) in Q3, 2018 compared to RM3.0 million in Q3, 2017. The lower profit contributed by KJCF was mainly due to decrease in revenue, higher raw material costs and pre-operating loss incurred in Myanmar.

YTD18 vs YTD17:
Profit before taxation and profit after taxation decreased from RM59.9 million and RM46.0 million in YTD Q3, 2017 to RM48.6 million and RM33.6 million respectively in YTD Q3, 2018.

General Cans division:
Profit before taxation dropped by RM18.6 million to RM3.6 million in YTD Q3, 2018 mainly attributable to sales mix, higher average material and production over head costs and a loss on disposal of plant and equipment in YTD Q3, 2018 amounting to RM0.1 million compared to a gain on disposal of property, plant and equipment in YTD Q3, 2017 amounting to RM6.7 million and higher distribution expenses.

Food Products division:
In tandem with higher sales growth, better production efficiency and sales mix, profit before taxation improved by RM15.5 million to RM49.6 million compared to YTD Q3, 2017.

International Trading division:
Revenue of International Trading division increased by RM20.0 million to RM98.2 million in YTD Q3, 2018 due to increase in trading activities which contributed to the increase in profit before taxation of RM0.2 million as compared to YTD Q3, 2017.

Investment in associate:
The share of equity results of the associate, KJCF, decreased by RM7.9 million to RM5.8 million in YTD Q3, 2018 mainly attributable to lower sales, higher costs of raw material costs and pre-operating expenses incurred in Myanmar.

3Q18 vs 2Q18:
Profit before taxation decreased by RM2.1 million to RM15.2 million for the current quarter under review.

General Cans division:
Profit before taxation increased by RM0.3 million to RM0.6 million in the current quarter under review mainly due to higher sales and sales mix.

Food Products division:
Revenue of Food Products division decreased by RM2.1 million to RM205.8 million in Q3, 2018. Profit before taxation decreased by RM2.3 million from RM19.3 million to RM17.0 million in Q3, 2018 mainly due to lower sales, sales mix and production efficiency.

International Trading division:
International Trading division recorded a decrease in turnover of RM14.0 million from RM38.1 million in Q2, 2018 to RM24.1 million in Q3, 2018 mainly due to lower demand in trading activities.

Investment in associate:
The Group has equity accounted the results of associate, KJCF amounting to RM0.9 million in Q3, 2018, a decrease of RM0.5 million from last quarter. The lower profit contributed by KJCF was mainly due to higher losses at its contract packaging division and losses in derivative financial instruments compared to a gain in last quarter.

Prospects:
The Group's operating environment for the last quarter of the financial year is expected to remain challenging with volatile foreign exchange rates, uptrend price of raw materials and low demand for jerry cans especially in General Cans division.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM0.975 in 25 days, total return is 21.9%

b) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.15 in 16 days, total return is 19.2%

c) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.18 (dividend RM0.0375) in 2 months 22 days, total return is 17.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.91 in 6 months 7 day, total return is 14.5%

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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