[EVERGREEN FIBREBOARD BHD:随着该地区内新产能的推出,该行业的竞争继续加剧,预计在价格竞争加剧的情况下,经营环境将更具挑战性] - James的股票投资James Share Investing


 [EVERGREEN FIBREBOARD BHD:随着该地区内新产能的推出,该行业的竞争继续加剧,预计在价格竞争加剧的情况下,经营环境将更具挑战性]

3Q18 vs 3Q17:
马来西亚:
本季度报告的税前亏损为93万令吉,而前一年的税前利润为1,557万令吉。这是由于该地区的激烈竞争导致原材料成本上升,平均销售价格下降。

泰国:
本季度的税前利润增加了476万令吉,达到786万令吉,而前一年的税前利润为310万令吉。

其他:
本季度的收入从去年的2,793万令吉下降42.1%至1,618万令吉。这是由于销量下降和平均销售价格下降造成的。税前利润减少216万令吉至81万令吉,而税前利润在为去年为297万令吉。这是由于本季度销售收入减少和外汇损失。

综合:
本季度的税前利润减少了1,390万令吉至774万令吉,而去年的税前利润为2164万令吉。这是由于该地区的激烈竞争导致原材料成本上升,平均销售价格下降。

YTD18 vs YTD17:
马来西亚:
YTD18,税前利润减少1813万令吉至1329万令吉,而去年的税前利润为3142万令吉。这是由于原材料成本较高,而且由于该地区的激烈竞争导致平均销售价格下降。

泰国:
YTD18,税前利润增加611万令吉至1,928万令吉,而去年则为1317万令吉。

其他:
YTD18,收入下降15.6%至5,480万令吉,而去年的收入为6,491万令吉。这是由于销量下降和平均销售价格下降。税前利润为261万令吉,较去年的454万令吉减少了193万令吉。这是由于收入减少和外汇损失增加。

综合:
YTD18的税前利润为3,518万令吉,较去年的税前利润4912万令吉减少28.4%或1394万令吉。这是由于较低的平均销售价格导致的,这是由于来自地区的激烈竞争以及高原材料成本造成的。

3Q18 vs 2Q18:
本季度收入下降0.5%或139万令吉至2.8853亿令吉,而上一季度为2.8992亿令吉。这是由于销量下降。税前利润下降44.1%至774万令吉,而上一季度为1,386万令吉。这是由于原材料成本上升,价格竞争激烈以及外汇收益减少。

前景:
虽然对面板和家具的需求保持不变,但随着该地区内新产能的推出,该行业的竞争继续加剧。加上世界两大经济体之间可能出现的全面贸易战产生的不确定因素,长青纤维板预计在价格竞争加剧的情况下,经营环境将更具挑战性。尽管环境充满挑战,长青纤维板仍将专注于努力实现更高的生产和成本效益。
------------------------------------------------
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 RM1.01 in 1 month 6 days, total return is 26.3%

b) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 24 days, total return is 20%

c) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.0375) in 3 months 8 days, total return is 18.4%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.94 in 6 months 21 days, total return is 18.2%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.14 in 29 days, total return is 18.1%

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

【看懂年报和季报】课程
时间:11a.m. – 7p.m

日期:1月27日星期日
地点:Tropical Inn, Johor Bahru (包括免费茶点)

日期:2月24日星期日
地点:Hotel Sri Petaling, KL (包括免费茶点)

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
电话/Whatsapp : 011 - 15852043

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James Ng
---------------------------------------
[EVERGREEN FIBREBOARD BHD: competition in the industry continued to heighten with new capacities being launched within the region, expects a more challenging operating environment with heightened price competition]

3Q18 vs 3Q17:
Malaysia:
Loss before tax was reported at RM0.93m for the current quarter, compared to profit before tax of RM15.57m recorded in the preceding year. This was due to higher cost of raw materials couple with lower average selling prices as a result of severe competition from the region.

Thailand:
Profit before tax for the current quarter increased by RM4.76m to RM7.86m compared to a profit before tax of RM3.10m recorded in the preceding year.

Others:
Revenue for this quarter decreased by 42.1% to RM16.18m from RM27.93m recorded in the preceding year. This was caused by lower sales volume and lower average selling price. Profit before tax decreased by RM2.16m to RM0.81m compared to profit before tax of RM2.97m recorded in the preceding year. This was due to lower sales revenue and foreign exchange loss in this quarter.

Consolidated:
Profit before tax for this quarter decreased by RM13.9m to RM7.74m compared to a profit before tax of RM21.64m in the preceding year. This was due to higher cost of raw materials couple with lower average selling prices as a result of severe competition from the region.

YTD18 vs YTD17:
Malaysia:
YTD18, profit before tax decreased by RM18.13m to RM13.29m, as compared to profit before tax of RM31.42m in last year. This was due to higher cost of raw materials couple with lower average selling prices resulted from severe competition from the region.

Thailand:
YTD18, profit before tax increased by RM6.11m to RM19.28m, as compared to RM13.17m in last year.

Others:
YTD18, revenue decreased by 15.6% to RM54.8m, as compared to the revenue of RM64.91m for last year. This was due to lower sales volume and average selling price. Profit before tax was RM2.61m, decreased by RM1.93m compared to RM4.54m in last year. This was due to lower revenue and higher foreign exchange loss.

Consolidated:
Profit before tax was RM35.18m for YTD18, decreased by 28.4% or Rm13.94m compared to profit before tax of RM49.12m in last year. This was due to lower average selling prices, which caused by severe competition from region as well as high raw materials cost.

3Q18 vs 2Q18:
This quarter revenue decreased 0.5% or RM1.39m to RM288.53m, as compared to RM289.92m in the preceding quarter. This was due to lower sales volumes. Profit before tax decreased by 44.1% to RM7.74m, as compared to RM13.86m in the preceding quarter. This was due to higher cost of raw materials, severe price competition and lower foreign exchange gain.

Prospects:
While demand for panel boards and furniture remain intact, competition in the industry continued to heighten with new capacities being launched within the region. Coupled with uncertainties generated from a possible full fledged trade war between the 2 largest economies of the world, the Group expects a more challenging operating environment with heightened price competition. The Group will remain focused on its endeavor to achieving higher production and cost efficiencies despite the challenging environment.
------------------------------------------------
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 RM1.01 in 1 month 6 days, total return is 26.3%

b) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 24 days, total return is 20%

c) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.0375) in 3 months 8 days, total return is 18.4%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.94 in 6 months 21 days, total return is 18.2%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.14 in 29 days, total return is 18.1%

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/190362.jsp by date.

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

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James Ng

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