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 [BERMAZ AUTO BHD:马来西亚新款Mazda3和CX-8车型的预期推出可能会减轻挑战,Bermaz Auto Philippines Inc.寻求通过经销商数量的增长来保持其销量]

3Q19 vs 3Q18:
截至二零一九年一月三十一日止季度,柏马汽车录得创纪录的破纪录业绩,其季度收入及税前利润分别为7.781亿令吉及1.028亿令吉,而上一年同季报告收入和税前利润分别为5亿5,940万令吉和5,720万令吉。

集团收入大幅增加2.187亿令吉或39.1%,主要是由于国内对马自达汽车,特别是SUV车型的强劲需求推动汽车销量增加。于回顾季度内,由于许多客户利用集团的优惠(吸收2018年9月1日之前收到的预订的销售及服务税(“SST”)),因此柏马汽车仍在重新引入SST后,履行一些较受欢迎的车款的订单,进行车辆交付。

柏马汽车的税前利润亦增加4560万令吉或79.7%,主要由于国内业务收入增加及其联营公司马自达马来西亚私人有限公司(「MMSB」)的利润贡献显着增加。 MMSB的利润贡献份额较高,主要是因为新CX-5型号的产量增加,以满足国内和出口市场的需求。

YTD19 vs YTD18:
截至2019年1月31日止的9个月期间,柏马汽车分别录得19.5亿令吉及2.646亿令吉的收入及税前利润,而去年同期则录得收入及税前利润分别为14.2亿令吉和1.236亿令吉。

集团收入增加5亿3150万令吉或37.4%主要是由于国内业务的销量增长强劲,因为商品及服务税的变动(由6月的标准税率6%变为0%到2018年8月),集团提出吸收2018年9月1日之前收到的预订的SST,提振了需求,特别是SUV车型。

柏马汽车的税前利润亦大幅增加1.41亿令吉或114.1%,主要由于收入增加及国内业务毛利率改善,以及MMSB的利润贡献显着增加。国内毛利率的改善主要是由于有利的销售组合和外汇变动,而MMSB的利润贡献份额较高主要是由于新CX-5型号的产量增加以满足国内和出口市场两者的需求。

3Q19 vs 2Q19:
截至二零一九年一月三十一日止季度,柏马汽车录得较高收入7.781亿令吉及税前溢利1.028亿令吉,而柏马汽车上一季度收入为6亿9,030万令吉及税前利润为9,460万令吉。集团收入增加8780万令吉或12.7%,主要是由于国内和菲律宾业务的销量增加。消费税假期后国内销售继续保持强劲,因为柏马汽车仍然致力于满足未实现客户的预订,主要包括CX-5和CX-3型号,原因是集团提出吸收2018年9月1日之前收到的预订的SST,但在重新引入SST后交付车辆。柏马汽车本季度的税前利润增加了820万令吉或8.7%,主要是由于集团收入增加,部分被国内和菲律宾业务的毛利率降低所抵消。

前景:
2018年马来西亚的Total Industry Volume(TIV)为598,714辆,同比增长3.8%,而同期马自达的销量同比增长67%。马来西亚新款Mazda3和CX-8车型的预期推出可能会减轻挑战。 Bermaz Auto Philippines Inc.寻求通过经销商数量的增长来保持其销量。鉴于上述情况,董事认为柏马汽车余下季度的表现仍将令人满意。
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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 RM1.35 in 8 months 13 days, total return is 69.8%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.21 in 2 months 25 days, total return is 51.3%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.805 in 1 month 20 days, total return is 40%

d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.015) in 6 months 29 days, total return is 36.4%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 19 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.31 (dividend RM0.0375) in 4 months 27 days, total return is 24.2%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 2 months 15 day, total return is 14.7%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 3 months 23 days, total return is 13%

i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.51 (dividends RM0.02) in 5 months 13 days, total return is 7%

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:4月21日星期日
地点:G Inn Hotel, George Town (Penang)

日期:4月28日星期日
地点:Silka Johor Bahru Hotel, Johor Bahru (包括免费点心,茶和咖啡)

日期:5月26日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)

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

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/2214228515510557 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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[BERMAZ AUTO BHD: expected launch of the all new Mazda3 and CX-8 models in Malaysia may mitigate challenges, Bermaz Auto Philippines Inc. seeks to preserve its sales volume through the growth in the number of dealerships]

3Q19 vs 3Q18:
For the quarter ended 31 January 2019, the Group registered a record breaking result, with an all time high quarterly revenue and pre-tax profit of RM778.1 million and RM102.8 million respectively as compared to the preceding year corresponding quarter which reported a revenue and pre-tax profit of RM559.4 million and RM57.2 million respectively.

The significant increase in Group revenue of RM218.7 million or 39.1% was mainly due to higher vehicle sales volume that was driven by strong domestic demand for Mazda vehicles, particularly the SUV models. During the quarter under review, the Group is still fulfilling back orders on some of the more popular models as many customers took advantage of the Group's offer to absorb the Sales & Services Tax ("SST") for bookings received prior to 1 September 2018 but vehicle delivery made after the re-introduction of SST.

The Group's pre-tax profit also increased by RM45.6 million or 79.7% largely due to higher revenue from the domestic operations and a significantly higher share of profit contribution from its associate company, Mazda Malaysia Sdn Bhd ("MMSB"). The higher share of profit contribution from MMSB was mainly attributed to an increase in production volume for the new CX-5 model to cater for both the domestic and export markets.

YTD19 vs YTD18:
For the 9-month period ended 31 January 2019, the Group recorded a revenue and pre-tax profit of RM1.95 billion and RM264.6 million respectively as compared to the preceding year corresponding period which reported a revenue and pre-tax profit of RM1.42 billion and RM123.6 million respectively.

The increase in Group revenue of RM531.5 million or 37.4% was largely due to robust sales volume growth from the domestic operations as the change in Goods and Services Tax ("GST") from the standard rate of 6% to 0% for June to August 2018 and the Group's offer to absorb the SST for bookings received prior to 1 September 2018 has boosted demand, particularly the SUV models.

The Group's pre-tax profit also increased significantly by RM141.0 million or 114.1% largely due to higher revenue and improvement in gross profit margin from the domestic operations, and a significantly higher share of profit contribution from MMSB. The improvement in the domestic gross profit margin was primarily due to favourable sales mix and foreign exchange movement, while the higher share of profit contribution from MMSB was mainly due to an increase in production volume for the new CX-5 model to cater for both the domestic and export markets.

3Q19 vs 2Q19:
For the quarter ended 31 January 2019, the Group reported higher revenue of RM778.1 million and pre-tax profit of RM102.8 million as compared to the Group revenue of RM690.3 million and pre-tax profit of RM94.6 million for the preceding quarter. The improvement in Group revenue of RM87.8 million or 12.7% was mainly due to higher sales volume from both the domestic and the Philippine operations. Domestic sales continues to be strong post GST tax holiday period as the Group is still anchored to meeting unfulfilled customers booking comprising mostly of the CX-5 and CX-3 models as a result of the Group's offer to absorb the SST for bookings received prior to 1 September 2018 but vehicle delivery made after the re-introduction of SST. The Group pre-tax profit for the current quarter under review improved by RM8.2 million or 8.7% mainly due to increase in the Group's revenue, partly offset by lower gross profit margin from both the domestic and the Philippine operations.

Prospects:
Total Industry Volume (TIV) in Malaysia for calendar year 2018 was 598,714 units or 3.8% higher year-on-year, while Mazda's sales volume for the same period has grown by 67% year-on-year. The expected launch of the all new Mazda3 and CX-8 models in Malaysia may mitigate challenges. Bermaz Auto Philippines Inc. seeks to preserve its sales volume through the growth in the number of dealerships. In view of the foregoing, the Directors are of the view that the Group's performance for the remaining quarter will remain satisfactory.
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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 RM1.35 in 8 months 13 days, total return is 69.8%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.21 in 2 months 25 days, total return is 51.3%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.805 in 1 month 20 days, total return is 40%

d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.015) in 6 months 29 days, total return is 36.4%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 19 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.31 (dividend RM0.0375) in 4 months 27 days, total return is 24.2%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.975 in 2 months 15 day, total return is 14.7%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 3 months 23 days, total return is 13%

i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.51 (dividends RM0.02) in 5 months 13 days, total return is 7%

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/2214228515510557 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

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/198030.jsp
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