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 [KIM LOONG RESOURCES BHD:就milling业务而言,锦隆资源于2019财政年度实现了148万吨FFB的创纪录高处理量,管理层乐观地认为锦隆资源的3家mills可在2020财年继续维持加工能力的高利用率]

截至2019年1月31日止财政年度,锦隆资源录得较低的收入及税前利润(「PBT」)分别为8亿7294万令吉及8,823万令吉,而去年同期分别为10.7533亿令吉及1.5822亿令吉。

种植业务:
本季度与去年同期相比收入和利润较低,主要是虽然FFB产量略有增加,但平均销售价格下降了34%。集团在沙巴的产业在实现FFB生产目标方面表现良好。由于大部分产品供应给集团内的工厂,因此种植业务在销售FFB产出时没有遇到任何问题。

棕榈油加工业务:
与去年同期相比,本季度和今年迄今的加工业务收入和利润较低,主要是由于CPO销售价格大幅下降,尽管销售数量较高。锦隆资源的milling产品的市场状况和需求在本季度和今年迄今为止一直良好且稳定。

本季度的PBT为1281万令吉,比截至2018年10月31日的上一季度的2410万令吉低47%。种植的利润贡献从1023万令吉下降了111万令吉或11%至912万令吉主要是由于FFB价格下降,尽管产量增加了28%。至于milling业务,利润亦由1,413万令吉下跌至845万令吉,主要由于棕榈油价格大幅下跌及加工利润率下降所致。

前景:
在截至2020年1月31日的财政年度,他们预测FFB产量与2019财政年度相比没有重大差异,因为考虑到由于重新种植计划导致的油棕产区产量下降,但被年轻成熟产量增加而缓冲。

就milling业务而言,锦隆资源于2019财政年度实现了148万吨FFB的创纪录高处理量,管理层乐观地认为锦隆资源的3家mills可在2020财年继续维持加工能力的高利用率。考虑到生产趋势将在2019年上半年进入低收益率周期,他们认为毛棕榈油价格可能会从目前的每吨2千令吉水平走高。他们预计该集团的表现将在2020财政年度令人满意。
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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 RM1.42 in 3 months 28 days, total return is 77.5%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.19 (dividend RM0.015) in 8 months 3 days, total return is 68.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.22 in 9 months 12 day, total return is 53.5%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.835 in 2 months 24 days, total return is 45.2%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 3 months 21 days, total return is 32.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.38 (dividend RM0.0825) in 6 months 1 day, total return is 30.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 6 months 13 days, total return is 26.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 3 months 13 days, total return is 20%

i) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 24 days, total return is 14.4%

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 26 days, total return is 12.2%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.72 in 24 days, total return is 11%

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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日期:4月21日星期日
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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

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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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[KIM LOONG RESOURCES BHD: For the milling operations, the Group has achieved a record high processing quantity of 1.48 million MT of FFB in the financial year 2019, the management is optimistic that the 3 mills in the Group could continue to maintain high utilization rate of processing capacity in the financial year 2020]

The Group recorded a lower revenue and profit before tax (“PBT”) at RM872.94 million and RM88.23 million respectively for the financial year ended 31 January 2019, as compared to RM1,075.33 million and RM158.22 million respectively for the corresponding period last year.

Plantation operations:
The lower revenue and profit for the current quarter as compared to the corresponding period last year was mainly due to a 34% lower average selling price despite a marginal increase in FFB production. The Group’s estates in Sabah have performed well in terms of achieving the FFB production target set. The plantation operations did not face problem in selling its FFB production as most of the produce was supplied to mills within the Group.

Palm oil milling operations:
The lower revenue and profit from the milling operations for the current quarter and the year to-date as compared to the corresponding periods last year was mainly due to substantial drop in CPO selling price despite a higher sales quantity recorded. The market condition and demand for the Group’s milling products has been good and steady for the current quarter and year-to-date.

The PBT for the current quarter was RM12.81 million which was 47% lower than RM24.10 million achieved in the preceding quarter ended 31 October 2018. The profit contribution from plantation has dropped by RM1.11 million or 11% from RM10.23 million to RM9.12 million mainly due to lower FFB price despite a 28% higher production. As for the milling operations, the profit also dropped from RM14.13 million to RM8.45 million mainly caused by sharp drop in palm oil prices and lower processing margin.

Prospects:
For the financial year ending 31 January 2020, they forecast the FFB production to have no material difference as compared to the financial year 2019 after taking into consideration of drop in production from oil palm areas due to replanting programs but cushioned by increasing yield from young mature areas.

For the milling operations, the Group has achieved a record high processing quantity of 1.48 million MT of FFB in the financial year 2019, the management is optimistic that the 3 mills in the Group could continue to maintain high utilization rate of processing capacity in the financial year 2020. They are of the view that CPO price could be moving higher from the current level of RM2,000 per MT considering production trends would be entering low yield cycle in the first half of 2019. They foresee the Group to perform satisfactorily for the financial year 2020.
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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 RM1.42 in 3 months 28 days, total return is 77.5%

b) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.19 (dividend RM0.015) in 8 months 3 days, total return is 68.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.22 in 9 months 12 day, total return is 53.5%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.835 in 2 months 24 days, total return is 45.2%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.28 in 3 months 21 days, total return is 32.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.38 (dividend RM0.0825) in 6 months 1 day, total return is 30.3%

g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 6 months 13 days, total return is 26.6%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.02 in 3 months 13 days, total return is 20%

i) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 24 days, total return is 14.4%

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 26 days, total return is 12.2%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.72 in 24 days, total return is 11%

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/202596.jsp
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