[FRONTKEN CORP BHD：SIA宣布全球半导体行业2018年的销售额为4,688亿美元，与2017年的总销售额相比增长了13.7％，子公司将能够在年内继续保持其发展势头]
4Q18 vs 4Q17:
截至2018年12月31日止前研科技的收入较去年同期增加约830万令吉（10.3％）。前研科技于新加坡及马来西亚的附属公司与去年同季相比表现较佳。半导体行业协会（SIA）宣布，2018年第四季度全球半导体行业的销售额为1,147亿美元，与2017年第四季度相比增长0.6％。由于半导体业务的正增长及马来西亚及新加坡石油及天然气业务的改善，前研科技于新加坡及马来西亚的附属公司的业务表现较去年同期分别上升40.6％及25.2％。如果台湾子公司的收入以新台币计算，其当前季度的收入将比上一季度好1.9％。
前研科技本季度的税前利润（“PBT”）为2440万令吉，比同期的1360万令吉高出1,080万令吉或79.1％。利润增加主要是由于前研科技在台湾，新加坡及马来西亚的附属公司表现改善及外汇损失减少。
YTD18 vs YTD17：
截至2018年12月31日止本期间，前研科技的收入为3.272亿令吉，较去年同期高出3,060万令吉（10.3％）。该改善主要是由于前研科技于新加坡，马来西亚及台湾的附属公司表现较佳。他们在新加坡，马来西亚和台湾的子公司的年初至今收入分别比去年同期增长17.1％，14.9％和8.6％。这与SIA就半导体行业的整体增长所发布的报告一致，该增长直接有利于集团的业绩。
与去年同期相比，由于收入改善，成本管理警惕以及出售联营公司的微薄收益，集团的PBT增加了2950万令吉（63.9％）。前研科技本期税后利润为RM5700万，与去年同期相比增加了2060万令吉（56.6％）。
4Q18 vs 3Q18：
由于前研科技新加坡子公司的业绩改善，前研科技本季度收入较上一季度增加3.3％或约280万令吉。前研科技本季度未经审核的PBT改善主要是由于收入增加及成本结构改善，因为他们不断努力探索提高效率的方法。
前景：
SIA宣布全球半导体行业2018年的销售额为4,688亿美元，是该行业有史以来的最高年度总销售额，与2017年的总销售额相比增长了13.7％。虽然2018年下半年市场增长放缓，但SIA认为该行业的长期前景仍然强劲。半导体将继续使世界更加紧密联系，一系列新兴技术 - 人工智能，虚拟现实，物联网（IOT）等等 - 为未来的发展带来巨大希望。
于二零一八年，前研科技取得了令人瞩目的业绩，历史最高税后利润为5700万令吉，主要是由于前研科技在台湾，新加坡及马来西亚从事半导体行业的附属公司业绩强劲。他们将继续关注服务质量和成本管理，以保持竞争力。他们相信，他们在台湾，新加坡，马来西亚和菲律宾的子公司将能够在年内继续保持其发展势头，因此他们对2019年前研科技的盈利将会有积极贡献持谨慎乐观态度。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.07 in 7 months 15 days, total return is 34.6%
b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.95 (dividend RM0.007) in 6 months 2 day, total return is 33.8%
c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.04 in 1 month 30 days, total return is 30%
d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 1 month 23 days, total return is 29.5%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.0375) in 4 months, total return is 20.5%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 1 month 17 day, total return is 14.7%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 28 days, total return is 7.5%
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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为了方便大家查询我写过的公司和选股文章以及视频，制作了索引。大家只要依照日期，就能从这
https://web.facebook.com/jamesshareinvest/posts/2197412517192157 找到公司和选股文章以及视频。
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
这个是我的TELEGRAM Group链接，大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw
这个分享纯属讨论以及领域的分析，买或卖自负。请Like和Share这个post。最终决定永远是你的，谢谢。
James Ng
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[FRONTKEN CORP BHD: the SIA announced that the global semiconductor industry posted sales of USD468.8 billion in 2018, an increase of 13.7% compared to the 2017 total sales, subsidiaries will be able to continue with its momentum during the year]
4Q18 vs 4Q17:
The Group’s revenue for the current quarter ended 31 December 2018 increased by approximately RM8.3 million (10.3%) compared to the preceding year corresponding quarter. The Group’s subsidiaries in Singapore and Malaysia performed better compared to the preceding year corresponding quarter. The Semiconductor Industry Association (SIA) announced that the global semiconductor industry posted sales of USD114.7 billion in the fourth quarter of 2018, an increase of 0.6% compared to the fourth quarter of 2017. As a result of the positive growth of the semi-conductor business and improvement in oil and gas business in Malaysia and Singapore, the Group’s subsidiaries in Singapore and Malaysia achieved an improved business performance of 40.6% and 25.2% respectively compared to the preceding year corresponding quarter. If the revenue from subsidiary in Taiwan was to be assessed in New Taiwan Dollar, its current quarter’s revenue would have been 1.9% better than the preceding quarter.
The Group’s profit before tax (“PBT”) of RM24.4 million for the current quarter was RM10.8 million or 79.1% higher than the corresponding quarter’s RM13.6 million. The higher profit was mainly due to improved performances by the Group’s subsidiaries in Taiwan, Singapore and Malaysia and lower foreign exchange loss.
YTD18 vs YTD17:
The Group’s revenue of RM327.2 million for the current period ended 31 December 2018 was RM30.6 million (10.3%) higher than that achieved in the preceding year corresponding period. The improvement was mainly due to better performances from the Group’s subsidiaries in Singapore, Malaysia and Taiwan. Year-to-date revenue from their subsidiaries in Singapore, Malaysia and Taiwan rose 17.1%, 14.9% and 8.6% respectively compared to the preceding year corresponding period. This was consistent with the report issued by SIA on the overall growth in the semiconductor industry which had directly benefitted the Group’s performance.
Against the same period last year, the PBT for the Group increased by RM29.5 million (63.9%) as a result of improved revenue, vigilance in cost management and a small gain on disposal of an associate. The profit after tax for the Group for the current period was RM57.0 million, an increase of RM20.6 million (56.6%) compared to the preceding year corresponding period.
4Q18 vs 3Q18:
The Group’s revenue was 3.3% or approximately RM2.8 million higher during the current quarter as compared to the immediate preceding quarter due to improved business performance for the Group’s subsidiary in Singapore. The Group’s improved unaudited PBT for the current quarter was mainly due to higher revenue and better cost structure due to their continual efforts to explore ways to improve their efficiency.
Prospects:
The SIA announced that the global semiconductor industry posted sales of USD468.8 billion in 2018, the industry’s highest-ever annual total, an increase of 13.7% compared to the 2017 total sales. While market growth slowed during the second half of 2018, SIA viewed the longterm outlook of the industry remains strong. Semiconductors will continue to make the world more connected, and a range of budding technologies – artificial intelligence, virtual reality, the Internet of Things (IOT), among many others – hold tremendous promise for future growth.
In 2018, the Group achieved another remarkable performance with a historical high profit after tax of RM57 million, mainly attributable to the stronger performance from the Group’s subsidiaries in Taiwan, Singapore and Malaysia engaged in the Semiconductor industry. They will continue to focus their attention on the quality of their services and cost management so as to maintain their competitiveness. They believe that their subsidiaries in Taiwan, Singapore, Malaysia and the Philippines will be able to continue with its momentum during the year and therefore they are cautiously optimistic that they will contribute positively to the Group’s earnings in 2019.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.07 in 7 months 15 days, total return is 34.6%
b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.95 (dividend RM0.007) in 6 months 2 day, total return is 33.8%
c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.04 in 1 month 30 days, total return is 30%
d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 1 month 23 days, total return is 29.5%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.24 (dividend RM0.0375) in 4 months, total return is 20.5%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 1 month 17 day, total return is 14.7%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.33 (dividend RM0.035) in 2 months 28 days, total return is 7.5%
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/
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://web.facebook.com/jamesshareinvest/posts/2197412517192157 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
Please Like and Share this post. Final decision is always yours, thank you.
James Ng
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