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 [DKSH HOLDINGS MALAYSIA BHD:预期于2019年第一季度完成对Auric Pacific(M)Sdn Bhd的收购,这将对2019年营销及分销业务的盈利能力作出积极贡献]

Quarterly:
与2017年第四季度相比,本季度收入从13.8亿令吉增长16.1%至16亿令吉,而对比2018年第三季度,则从15.2亿令吉增长5.4%。与相应的2017年第四季度和2018年第三季度相比,反映了所有部门市场的销售稳定性和现有客户的持续有机增长。与2018年第三季度相比,税前利润增长了11.4%,这反映了在稳定的运营成本的支持下,收入的持续有机增长。

年初至今:
与2017年相比,收入从55.1亿令吉增长9.1%至60.1亿令吉。此收入增长源于现有客户的主要有机增长,主要来自物流业务部门和新客户,主要是营销和分销部门。

营销和分销部门:
Quarterly:
本季度的收入与2017年第四季度相比增长了12.5%,从6.371亿令吉增加至7.17亿令吉,而与2018年第三季度(即7.264亿令吉)相比下降了1.3%。与相应季度相比,该部门市场的收入增长反映了销售稳定性和现有客户的持续有机增长。

年初至今:
2018年的收入为28.3亿令吉,比2017年的26.3亿令吉收入高出7.6%。该部门的收入增长是由于现有客户的有机增长以及新客户的贡献。

物流部门:
Quarterly:
本季度的收入与2017年第四季度相比增长了19.3%,从7.224亿令吉增加到8.619亿令吉,与2018年第三季度的7.758亿令吉相比,增长了11.1%。与2017年第四季度及2018年第三季度相比,收入增长反映了该部门市场的有机增长,并且由于产品不是季节性的,因此没有节日期的影响。

本季度的经营业绩为1,400万令吉,较2017年第四季度报告的840万令吉增加67.8%,较2018年第三季度报告的1110万令吉增加26.1%。收益率改善以及运营效率持续提升造成了收入的强劲。

年初至今:
与2017年相比,2018年的收入增长了10.5%,从28.3亿令吉增加到31.2亿令吉。收入的增长是有机驱动的。 2018年的经营业绩为4870万令吉,较2017年增长48.5%。这反映了强劲的收入,包括改善利润率组合,2018年第一季度的一次性债务复原以及降低运营成本的运营效率。

其他部门:
Quarterly:
与2017年第四季度相比,本季度收入从1670万令吉增长13.1%至1880万令吉,与2018年第三季度相比增长36.1%。与去年相比收入的改善反映了每家店收入增长的改善,因为新店的开业是战略性的。

2018年第四季度的经营业绩为50万令吉,相当于2017年第四季度的20万令吉改善,以及2018年第三季度的140万令吉改善。 2017年是由于收入增加,而2018年第三季度的改善与季节性收入波动有关。

年初至今:
2018年的收入为6170万令吉,与2017年相比增加了11.6%。与去年相比收入的改善反映了总店面的增加和消费者需求的改善。

前景:
这集团对2019年的前景持谨慎乐观态度。物流业务的前景仍然乐观。这集团预期于2019年第一季度完成对Auric Pacific(M)Sdn Bhd的收购,这将对2019年营销及分销业务的盈利能力作出积极贡献。这集团在市场营销中开展效率及盈利能力的改善项目,因此2019年上半年的成本会增加。该项目预计将实现销售优化和成本效益,并且长期会不断改善成本基础和盈利能力。

客户和客户组合仍然保持多元化,并得到强大的销售,营销和分销基础设施的支持。凭借可扩展的业务模式,集团在整个价值链中提供全面的服务组合,根据客户的特定需求进行量身定制。此外,由行业领先的IT系统支持的操作风险管理流程和控制,继续支持现有业务和新客户。

两个市场趋势另外支持这集团的中长期前景。首先,马来西亚不断壮大的中产阶级支持对消费品和医疗保健产品的需求。其次,制造商越来越关注核心竞争力,并寻求专业服务提供商,以帮助他们扩大市场。
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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 RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 days, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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

1)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

5月25日星期六:Hotel Sri Petaling, KL

6月15日星期六:Silka Johor Bahru Hotel, Johor Bahru

6月23日星期日:AG Hotel Penang, George Town

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

5月26日星期日:Hotel Sri Petaling, KL 3份点心

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

6月9日星期日:Hotel Sri Petaling, KL 3份点心

6月16日星期日:Silka Johor Bahru Hotel, Johor Bahru 5份点心

6月22日星期六:AG Hotel Penang, George Town 4份点心

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/2260367727563302 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/Bxq33xrn3NV

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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[DKSH HOLDINGS MALAYSIA BHD: The Group expects to complete the acquisition of Auric Pacific (M) Sdn Bhd in the first quarter of 2019 and this will positively contribute to the profitability of the Marketing and Distribution segment in 2019]

Quarterly:
Revenues for the quarter grew by 16.1% from RM 1.38 billion to RM 1.60 billion as compared to the corresponding fourth quarter of 2017, while improving by 5.4% from RM 1.52 billion in the third quarter of 2018. The increase in comparison to the corresponding fourth quarter of 2017 and preceding third quarter of 2018 reflects the stability of sales and ongoing organic growth of existing clients in all segments. Profit before tax grew 11.4% compared to the preceding third quarter of 2018, reflecting the continuing organic growth in revenue, supported by stable operating costs.

YTD:
Revenues grew by 9.1% from RM 5.51 billion to RM 6.01 billion as compared to 2017. This revenue growth resulted from underlying organic growth in existing clients, primarily in the Logistics segment and new clients, primarily in Marketing and Distribution segment.

Marketing and Distribution segment:
Quarterly:
Revenues for the quarter grew by 12.5% compared to the corresponding fourth quarter of 2017, increasing from RM 637.1 million to RM 717.0 million, while declining by 1.3% against those of the preceding third quarter of 2018 which was RM 726.4 million. This segment’s improved revenue compared to the corresponding quarter reflects stability of sales and ongoing organic growth of existing clients.

YTD:
Revenues for 2018 were RM 2.83 billion, which were 7.6% above revenues of RM 2.63 billion in 2017. This segment’s revenues grew due to organic growth of existing clients and contributed by new clients.

Logistics segment:
Quarterly:
Revenues for the quarter grew by 19.3% compared to the corresponding fourth quarter of 2017, increasing from RM 722.4 million to RM 861.9 million, while improving by 11.1% against those of the preceding third quarter of 2018 which was RM 775.8 million. The growth in revenue compared to the corresponding fourth quarter of 2017 and preceding third quarter of 2018 reflect the organic growth in this segment and does not have a festive period effect as the products are not seasonal.

The operating result for the quarter was RM 14.0 million, which is an 67.8% increase on RM 8.4 million reported for the corresponding fourth quarter of 2017 and an 26.1% increase on RM 11.1 million reported for the preceding third quarter of 2018. This reflects strong revenue supported by improved margin mix and continued gains from operational efficiencies.

YTD:
Revenues for 2018 grew by 10.5% compared to 2017, increasing from RM 2.83 billion to RM3.12 billion. The growth in revenue was organically driven. The operating result for 2018 was RM 48.7 million, which is an 48.5% increase on 2017. This reflects strong revenues supported by improving margin mix, one-off debts recovery in first quarter of 2018 and operational efficiencies which reduce operating expenses.

Others segment:
Quarterly:
Revenues for the quarter grew by 13.1% from RM 16.7 million to RM 18.8 million as compared to corresponding fourth quarter 2017 and increased by 36.1% on the preceding third quarter of 2018. The improvement in revenue against prior year reflects the improved per store revenue growth as outlet openings are strategically driven.

The operating result for the fourth quarter of 2018 was RM 0.5 million, which represents a RM0.2 million improvement on the corresponding fourth quarter of 2017 and a RM 1.4 million improvement on the preceding third quarter of 2018. The improvement on the corresponding quarter of 2017 is due to improved revenue while the improvement against the preceding third quarter of 2018 relates to seasonal revenue fluctuations.

YTD:
Revenues were RM 61.7 million in 2018 which increased by 11.6% against 2017. The improvement in revenue against prior year reflects the addition in total outlets and improving consumer demand.

Prospects:
The Group takes a cautiously optimistic outlook on 2019. Prospects remain positive for the Logistics Segment. The Group expects to complete the acquisition of Auric Pacific (M) Sdn Bhd in the first quarter of 2019 and this will positively contribute to the profitability of the Marketing and Distribution segment in 2019. The Group commenced an efficiency and profitability improvement project in the Marketing and Distribution segment which will involve a significant increase in cost in the first half of 2019. This project is expected to deliver sales optimization and cost efficiencies during 2019 and an ongoing improved cost base and profitability in the long term.

The client and customer portfolio remains well diversified and supported by a strong sales, marketing and distribution infrastructure with a capillary reach. With a scalable business model, the Group offers a comprehensive portfolio of services along the entire value chain, customized and tailor-made to clients’ specific needs. Furthermore, operational risk management processes and controls, supported by an industry leading IT system, continue to support the existing businesses as well as new clients.

Two market trends additionally support a positive medium-to-long-term outlook for the Group. Firstly, the growing middle class in Malaysia supports the demand for consumer goods and healthcare products. Secondly, manufacturers increasingly focus on core competencies and seek specialized service providers that will help grow the market for and with them.
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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 RM1.42 (dividend RM0.015) in 9 months 5 days, total return is 100.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 in 10 months 16 days, total return is 68.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.34 in 4 months 29 day, total return is 67.5%

d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) in 4 months 23 days, total return is 34.5%

e) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 7 months 17 days, total return is 26.6%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.30 (dividend RM0.0825) in 7 months 3 days, total return is 26.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.72 in 3 months 25 days, total return is 25.2%

h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 4 months 17 days, total return is 18.8%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 5 months 27 day, total return is 11.4%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.09 in 3 months 27 days, total return is 4.8%

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/2260367727563302 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/207163.jsp
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