[PRESS METAL ALUMINIUM HOLDINGS BHD:与中国的Sunstone开发有限公司合资生产预焙碳阳极,刚刚开始运营,他们预计第一批货将在2019年第一季度首次交付] - James的股票投资James Share Investing


 [PRESS METAL ALUMINIUM HOLDINGS BHD:与中国的Sunstone开发有限公司合资生产预焙碳阳极,刚刚开始运营,他们预计第一批货将在2019年第一季度首次交付]

3Q18 vs 3Q17:
集团收入由2017年第三季度的21.2亿令吉增加至2018年第三季度的23.7亿令吉,增加2.57亿令吉或12.1%。 2018年第三季度产生的收入增加主要是由于Leader Universal Aluminium Sdn. Bhd.(“LUA”)的收购于2018年3月30日完成,其中LUA的收入已合并入集团收入。本季度收入增加也是由于与2017年第三季度相比金属价格上涨。

与2017年第三季度相比,2018年第三季度的税前利润(“PBT”)增加了3103万令吉或14.8%至2.4116亿令吉。利润增加部分得益于保险赔偿所得。如果不是因为更高的氧化铝价格和盈利支付,财务业绩会更强。

3Q18 vs 2Q18:
与前一季度相比,集团PBT增加了1,974万令吉或8.9%至2.4116亿令吉。增加的主要原因是收到的净保险索赔,但部分被盈利金抵消了。

前景:
他们与中国的Sunstone开发有限公司合资生产预焙碳阳极,刚刚开始运营,他们预计第一批货将在2019年第一季度首次交付。此外,他们与ITOCHU Minerals & Energy of Australia Pty Ltd (“IMEA”)和IMEA的控股公司ITOCHU Corporation签订了资产出售协议,以收购Japan Alumina Associates (Australia) Pty. Ltd (“JAA”) 50%的股权,以部分保护其氧化铝供应。 JAA是世界上最具竞争力的氧化铝生产商之一。

对于他们的冶炼厂业务,他们接近他们50%的增值生产目标,并将在2019年低之前将其增值贡献进一步增加到60%。这将进一步提高他们的利润率,并直接加强他们与最终用户的关系。除非出现任何不可预见的情况,董事会预期齐力将于本财政年度取得理想的业绩。
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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 RM1.02 in 1 month 7 days, total return is 27.5%

b) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.15 in 1 month, total return is 19.2%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.945 in 6 months 22 days, total return is 18.9%

d) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 25 days, total return is 18.8%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.0375) in 3 months 9 days, total return is 18.4%

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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[PRESS METAL ALUMINIUM HOLDINGS BHD: joint venture with Sunstone Development Co, Ltd in China for the manufacturing of prebaked carbon anodes had just been commissioned and they expect the first delivery during the first quarter of 2019]

3Q18 vs 3Q17:
The Group revenue increased from RM2.12 billion in Q3 2017 to RM2.37 billion in Q3 2018, representing an increase of RM257.00 million or 12.1%. Higher revenue generated in Q3 2018 was mainly due to the completion of Leader Universal Aluminium Sdn. Bhd. (“LUA”)’s acquisition on 30 March 2018 where LUA’s revenue has been consolidated into the Group revenue. Higher revenue in the current year quarter was also due to the higher metal price as compared to Q3 2017.

Profit before tax (“PBT”) increased by RM31.03 million or 14.8% to RM241.16 million in Q3 2018 as compared to Q3 2017. The higher profit is partly aided by proceeds from insurance settlement. The financial performance would have been stronger if not because of the higher alumina prices and earnout payment.

3Q18 vs 2Q18:
Compared to the immediate preceding quarter, the Group PBT increased by RM19.74 million or 8.9% to RM241.16 million. The increase was mainly due to the net insurance claim received but partially off-set by the earn-out payment.

Prospects:
Their joint venture with Sunstone Development Co, Ltd in China for the manufacturing of prebaked carbon anodes had just been commissioned and they expect the first delivery during the first quarter of 2019. Further, they have entered into an asset sale agreement with ITOCHU Minerals & Energy of Australia Pty Ltd (“IMEA”) and ITOCHU Corporation, the holding company of IMEA for the acquisition of 50% equity interest in Japan Alumina Associates (Australia) Pty. Ltd (“JAA”) to partially secure their alumina supply. JAA is one of the most competitive alumina producers in the world.

For their smelter operations, they are close to their 50% target of value-added production and will further grow their value-added contribution to 60% by year 2019. This will further enhance their margin and strengthen their position directly with end users. Barring any unforeseen circumstances, the Board expects the Group to achieve a satisfactory result for this financial year.
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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 RM1.02 in 1 month 7 days, total return is 27.5%

b) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.15 in 1 month, total return is 19.2%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.945 in 6 months 22 days, total return is 18.9%

d) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 25 days, total return is 18.8%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.20 (dividend RM0.0375) in 3 months 9 days, total return is 18.4%

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/191192.jsp by date.

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

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Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/191328.jsp