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 [JAYA TIASA HOLDINGS BHD:预计FFB和CPO在进入低收成季节时会有较低的产量,并且会受到拉尼娜天气现象的影响,这将对其FFB收获,作物疏散和OER产生不利影响]

就本季度及YoY同比回顾而言,这集团的收入较去年同期减少。收入减少的主要原因是本季度毛棕榈油价格下跌30%,FFB销量较同季减少。

由于胶合板和原木销量分别下降46%和34%,本季度木材部门的收入也有所下降。这集团于本期间的税前亏损较同期增加,主要原因为:

-CPO和PK售价下跌30%和44%,导致利润率下降;和
-由于肥料成本增加和FFB产量下降,FFB生产成本增加了25%。

与前一季度相比,较低集团的收入主要是由于毛棕榈油销量和销售价格分别下降了8%和13%。本季度的经营亏损主要是由于季节性季风期间FFB和原木产量减少27%和45%,导至单位生产成本增加。由于FFB输入量较低,CPO和PK的产量减少21%和31%导致单位生产成本分别增加29%和46%。

前景:
他们预计FFB和CPO在进入低收成季节时会有较低的产量,并且会受到拉尼娜天气现象的影响,这将对其FFB收获,作物疏散和OER产生不利影响。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.22 (dividend RM0.015) in 7 months 29 days, total return is 72.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 3 months 25 days, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.25 in 9 months 9 day, total return is 57.2%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.85 in 2 months 21 days, total return is 47.8%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 3 months 18 days, total return is 32.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.35 (dividend RM0.0825) in 5 months 27 days, total return is 28.7%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.80 (dividends RM0.03) in 6 months 10 days, total return is 28%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 3 months 10 days, total return is 18.8%

i) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.83 in 21 days, total return is 18.1%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 21 days, total return is 14.4%

k) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.41 (dividend RM0.035) in 4 months 23 days, total return is 13.8%

l) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.48 (dividend RM0.01) in 9 months 11 days, total return is 6.4%

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

【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:AG Hotel Penang, George Town (包括免费3份点心,茶和咖啡)

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/2233928256873916 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

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BwOb20oAqWB

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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[JAYA TIASA HOLDINGS BHD: expect FFB and CPO to register lower production volume as they are entering the low crops season and experiencing the effect of La Nina weather phenomenon which will adversely affect their FFB harvesting, crop evacuation and OER]

For the current quarter and year-on-year review, the Group recorded lower revenue as compared to the corresponding period last year. Reduction in revenue was mainly due to 30% drop in CPO prices and decrease in FFB sales volume in the current quarter as compared to corresponding quarter.

Revenue from the timber division for the quarter under review also declined as a result of 46% and 34% contraction in plywood and log sales volume respectively. The Group registered higher pre-tax losses in the current period as compared to corresponding period mainly due to:-

-30% and 44% decrease in CPO and PK selling price which led to lower profit margin; and
-25% increase in FFB production cost arising from higher fertiliser cost and lower FFB production volume.

When compared to the immediate preceding quarter, the lower Group’s revenue was mainly due to decrease in the CPO sales volume and selling price by 8% and 13% respectively. The operating loss in the current quarter was mainly due to higher unit cost of production as a result of 27% and 45% reduction in FFB and log production volume during the seasonal monsoon period. Decrease in the production volume of CPO and PK by 21% and 31% had led to 29% and 46% increase in unit production cost respectively as a result of lower FFB input.

Prospects:
They expect FFB and CPO to register lower production volume as they are entering the low crops season and experiencing the effect of La Nina weather phenomenon which will adversely affect their FFB harvesting, crop evacuation and OER.
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.22 (dividend RM0.015) in 7 months 29 days, total return is 72.7%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 3 months 25 days, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.25 in 9 months 9 day, total return is 57.2%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.85 in 2 months 21 days, total return is 47.8%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 3 months 18 days, total return is 32.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.35 (dividend RM0.0825) in 5 months 27 days, total return is 28.7%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.80 (dividends RM0.03) in 6 months 10 days, total return is 28%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 3 months 10 days, total return is 18.8%

i) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.83 in 21 days, total return is 18.1%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 21 days, total return is 14.4%

k) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.41 (dividend RM0.035) in 4 months 23 days, total return is 13.8%

l) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.48 (dividend RM0.01) in 9 months 11 days, total return is 6.4%

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://web.facebook.com/jamesshareinvest/posts/2233928256873916 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/202240.jsp
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