[ECO WORLD DEVELOPMENT GROUP BHD：于2019年2月28日的未来收入仍为60.8亿令吉，为2019财年及2020财年提供良好的盈利可见度，绿盛世已于本财政年度及下一财政年度设定销售目标60亿令吉]
绿盛世马来西亚合资企业Eco Grandeur，Eco Horizon，Eco Ardence及Bukit Bintang City Centre（BBCC）录得的收入总计2.96亿令吉，其中绿盛世的有效股份（未合并）为1.54亿令吉。国际合资企业EcoWorld International Berhad（EWI）继4Q 2018交付在伦敦城市岛和Embassy Gardens已完工的单位后继续有2019年第一季度的利润。这使得集团有610万令吉作为其EWI 2019年第一季度的利润份额，而2018年第一季度的亏损额为270万令吉。
2019年第一季度的收入高于2018年第四季度，原因是确认了2018财年下半年的销售收入和2019年第一季度的工程进度。同样，由于销售额增加，合资企业在2018年下半年的业绩也有所增加，于2019年第一季度为绿盛世带来更高利润。
前景：
绿盛世于FY2019首四个月录得销售额二亿三千万令吉，由于以下原因，该期间一直非常平静：
- 2018年10月31日非常成功的#OnlyEcoWorld活动到期，使绿盛世在2018财年最后4个月的销售额达到创纪录的19亿令吉，
- 在2018年11月2日宣布全国房屋所有权运动后，市场的购买活动暂时停止 - 大多数买家在活动正式启动之前不愿意买房，因为他们希望确保他们能够获得最好的交易。
然而，由于2018财年的强劲销售，绿盛世于2019年2月28日的未来收入仍为60.8亿令吉，为2019财年及2020财年提供良好的盈利可见度。绿盛世已于本财政年度及下一财政年度设定销售目标60亿令吉，这是因为预期FY2019年头放缓。管理层仍然相信它能够在以下基础上实现2年目标：
- 尽管整个市场环境充满挑战，绿盛世在过去5个财政年度的年度销售额仍保持在30亿令吉至40亿令吉之间。
- 集团18个正在进行的项目有强劲需求，其独特的EcoWorld Signature DNA与巴生谷，马来西亚Iskandar和槟城的购房者产生强烈共鸣，
- EcoWorld致力于为其购买者的利益不断创造价值 - 最近的一个表现是通过一个名为“Life@EcoWorld”的新计划，该计划设想使用第四个IR解决方案建立数字化社区以及介绍集成的健康和护理组件，满足客户生命各个阶段的需求和生活方式愿望。
全国居者有其屋运动于2019年1月22日正式启动，集团公布了HOPE – Home Ownership Programme with EcoWorld。这是集团迄今为止最全面，最完整的房屋所有权解决方案，为购房者提供了两种开始房屋所有权的方法：
- 通过EcoWorld的Help2Own（H2O）财务援助计划进行直接购买，以及
- 通过与Maybank HouzKEY合作开发EcoWorld定制的Stay2Own（S2O）计划，先租后拥有
HOPE的目标是帮助真正的房主，特别是刚开始从事职业生涯的年轻人，年轻的家庭以及升级者，年轻时候拥有一个好的家，从而帮助他们更快地积累财富。顾客对该计划的兴趣非常强烈，在2019年3月1日正式推出自置居所运动后，销售额再次以令人鼓舞的方式回升。
海外，EcoWorld International在2018财年的前四个月获得了1.46亿令吉的销售额。伦敦，悉尼和墨尔本的住宅房地产市场基本面强劲，受到人口增长及其作为全球城市地位的支撑。 EcoWorld International的项目建设工作进展顺利，伦敦城市岛和Embassy Gardens的几个住宅区计划在2019财年移交。这将使EcoWorld International未来收入的66亿令吉（其中马来西亚EcoWorld的应占份额达到17.77亿令吉）的很大一部分在2019财年和2020财年转化为收入。
继去年与Invesco Real Estate达成3.89亿英镑的交易成功后，EcoWorld London正在寻求新的Build-to-rent（BtR）交易，以利用英国专用BtR开发项目不断增长的机构需求。伦敦EcoWorld现有投资组合中的几个地点已经确定用于BtR开发，绿盛世正致力于在此或下一个财政年度内完成这些BtR项目的销售。
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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 RM1.33 in 3 months 13 days, total return is 66.3%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.22 in 8 months 28 days, total return is 53.5%
c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.99 (dividend RM0.015) in 7 months 17 days, total return is 40.6%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.77 in 2 months 9 days, total return is 33.9%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 3 months 6 days, total return is 29.5%
f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.26 (dividend RM0.0375) in 5 months 15 days, total return is 21.6%
g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.02) in 5 months 28 days, total return is 15.4%
h) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 9 days, total return is 14.4%
i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.96 in 2 months 30 days, total return is 12.9%
j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 4 months 11 days, total return is 12.2%
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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[ECO WORLD DEVELOPMENT GROUP BHD: has future revenue amounting to RM6.08 billion as at 28 February 2019 which provides good earnings visibility for FY2019 and FY2020, the Group has set a sales target of RM6 billion to be achieved over this and the next financial year]
Revenue recorded by the Group’s Malaysian joint-ventures, namely Eco Grandeur, Eco Horizon, Eco Ardence and Bukit Bintang City Centre (BBCC) totalled RM296 million, of which the Group’s effective share (unconsolidated) amounted to RM154 million. The international joint venture, EcoWorld International Berhad (EWI), continued to record profit in 1Q 2019 following the commencement of delivery of completed units at London City Island and Embassy Gardens in 4Q 2018. This enabled the Group to record RM6.1 million as its share of EWI’s profit in 1Q 2019, as compared to a share of loss of RM2.7 million in 1Q 2018.
Revenue in 1Q 2019 was higher than in 4Q 2018 due to the recognition of revenue from sales secured in the 2nd half of FY 2018 and progress of works achieved in 1Q 2019. Similarly share of results of joint ventures also increased arising from the higher sales achieved in 2nd half of 2018 by the joint ventures which contributed higher profit to the Group in 1Q 2019.
Prospects:
The Group recorded RM230 million in sales in the first 4 months of FY2019, which has been a very quiet period for the following reasons:
-The expiry of the highly successful #OnlyEcoWorld Campaign on 31 October 2018 which had enabled the Group to record RM1.9 billion sales in the final 4 months of FY2018, and
-A temporary market-wide lull in buying activities following the announcement of the National Home Ownership Campaign on 2 November 2018 – most buyers were reluctant to commit pending the official launch of the campaign as they wanted to ensure they would get the best possible deals.
However, arising from strong sales in FY2018, the Group still has future revenue amounting to RM6.08 billion as at 28 February 2019 which provides good earnings visibility for FY2019 and FY2020. The Group has set a sales target of RM6 billion to be achieved over this and the next financial year which factors in the expected slow start to FY2019. Management remains confident that it will be able to meet the 2-year target based on the following:
-The Group’s track record of securing between RM3 billion to RM4 billion sales per annum consistently over the last 5 financial years, notwithstanding the challenging market conditions prevailing throughout;
-The fundamental desirability of the Group’s 18 ongoing projects with its distinctive EcoWorld Signature DNA that has resonated strongly with homebuyers in the Klang Valley, Iskandar Malaysia and Penang, and
-EcoWorld’s commitment to continually value-create for the benefit of its purchasers – the most recent expression of this was via a new programme named “Life@EcoWorld”, which envisages the establishment of digitally enabled communities using 4th IR solutions as well as the introduction of Integrated Wellness & Care components that meet the needs & lifestyle aspirations of our customers at every stage of their lives.
In preparation for the National Home Ownership Campaign’s official launch, on 22 January 2019, the Group unveiled HOPE – Home Ownership Programme with EcoWorld. This represents the Group’s most comprehensive and complete home ownership solution to-date which offers two methods for purchasers to start their home ownership journey:
-Outright purchase via EcoWorld’s Help2Own (H2O) financial assistance programme, and
-Rent first and own later via EcoWorld’s customised Stay2Own (S2O) programme developed in partnership with Maybank HouzKEY
HOPE is targeted at helping genuine homeowners, particularly young people just starting out in their careers, young families as well as upgraders, own a good home earlier, thus assisting them to accumulate wealth sooner. Interest in the programme has been very strong and following the official launch of the Home Ownership Campaign on 1 March 2019 sales have picked up in an encouraging manner again.
Overseas, EcoWorld International secured RM146 million sales in the first four months of FY2018. Fundamentals of residential property markets in London, Sydney and Melbourne are strong, underpinned by growing populations and their status as global cities. Construction works at EcoWorld International’s projects are also progressing well with several residential blocks at London City Island and Embassy Gardens scheduled for handover in FY2019. This will enable a significant percentage of EcoWorld International’s future revenue of RM6.6 billion (of which EcoWorld Malaysia’s attributable share amounts to RM1.777 billion) to be translated into revenue in FY2019 and FY2020.
Following the success of its GBP389 million deal with Invesco Real Estate last year, EcoWorld London is pursuing new Build-to-rent (BtR) deals to tap into the growing institutional demand for purpose-built BtR developments in the UK. Several sites in EcoWorld London’s existing portfolio have been identified for BtR development and the Group is working towards closing the sales of these BtR projects within this or the next 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 RM1.33 in 3 months 13 days, total return is 66.3%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.22 in 8 months 28 days, total return is 53.5%
c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.99 (dividend RM0.015) in 7 months 17 days, total return is 40.6%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.77 in 2 months 9 days, total return is 33.9%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 3 months 6 days, total return is 29.5%
f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.26 (dividend RM0.0375) in 5 months 15 days, total return is 21.6%
g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.02) in 5 months 28 days, total return is 15.4%
h) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 9 days, total return is 14.4%
i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.96 in 2 months 30 days, total return is 12.9%
j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.39 (dividend RM0.035) in 4 months 11 days, total return is 12.2%
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/2224010674532341 by date.
James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/
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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/200303.jsp
