[BERMAZ AUTO BHD：所有新款马自达3，CX-8，CX-30的预期推出以及在2019年下半年在马来西亚包括2.5cc Turbo变体的流行的CX-5车型的全新改款可能会减轻部分挑战]
4Q19 vs 4Q18:
截至2019年4月30日止的季度，这集团分别录得收入及税前利润为5亿3830万令吉及7,760万令吉，而去年同季则录得收入及税前利润分别为RM5.706亿和7,370万令吉。尽管收入较低且其联营公司马自达马来西亚私人有限公司（“MMSB”）的利润贡献份额下降，但集团的税前利润却增加了390万令吉或5.3％。这主要是由于较低的运营开销。
YTD19 vs YTD18：
截至2019年4月30日止财政年度，这集团的年度收入及税前利润分别高达24.9亿令吉及3亿4230万令吉，而上年则录得收入及税前利润分别为19.9亿令吉和1.971亿令吉。
集团收入增加4.993亿令吉或25.1％是由于国内业务的销售量增长强劲，因为商品及服务税的变动，2018年6月到8月的标准税率从6％变为0％以及集团为2018年9月1日之前收到的预订吸收销售和服务税（“SST”）的提议推动了需求，特别是SUV车型。
这集团的税前利润亦增加1.452亿令吉或73.7％，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高价值模式的有利销售组合和有利的外汇变动，而MMSB的利润贡献份额较高主要是由于CX-5型号的产量增加。
4Q19 vs 3Q19：
截至2019年4月30日止季度，这集团录得较低收入5.383亿令吉及税前利润7,760万令吉，而上一季度集团收入为7亿7,810万令吉，税前利润为1.028亿令吉。
前景：
国家银行于2019年5月初宣布将其隔夜政策利率（OPR）下调25个基点至3％，这可能意味着较低的汽车购买利率，因此预计会刺激消费者支出，从而对整个行业产生积极影响和增长。
所有新款马自达3，CX-8，CX-30的预期推出以及在2019年下半年在马来西亚包括2.5cc Turbo变体的流行的CX-5车型的全新改款可能会减轻部分挑战。 下个财政年度，Bermaz Auto Philippines Inc.通过增加经销商数量和推出新车型来寻求保持销量。鉴于上文所述，董事预期这集团于截至2020年4月30日止财政年度的表现仍会令人满意。
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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 RM1.43 (dividend RM0.015) in 10 months 1 day, total return is 102.1%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.38 in 5 months 28 days, total return is 72.5%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 12 days, total return is 64.8%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.49 (dividend RM0.0825) in 7 months 30 days, total return is 36.1%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.765 in 4 months 24 days, total return is 33%
f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 21 days, total return is 30.4%
g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.77 (dividends RM0.03) in 8 months 14 day, total return is 25.9%
h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 5 months 14 day, total return is 17.6%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 6 months 26 days, total return is 13%
j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.75 in 2 months 20 days, total return is 12.9%
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
6月23日星期日：AG Hotel Penang, George Town
7月28日星期日：Silka Johor Bahru Hotel, Johor Bahru
9月7日星期六：Hotel Sri Petaling, KL
2)【看懂年报和季报】课程:
11a.m. – 7p.m.，免费茶和咖啡
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
9月8日星期日：Hotel Sri Petaling, KL 3份点心
3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡
6月22日星期六：AG Hotel Penang, George Town 4份点心
7月21日星期日：Hotel Sri Petaling, KL 3份点心
7月26日星期五：Silka Johor Bahru Hotel, Johor Bahru 5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/2292806867652721 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/Byq-lYUn23g
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, CX-8, CX-30 and the new facelift of the ever popular CX-5 model which includes the 2.5cc Turbo variant in Malaysia in the second half of the calendar year 2019 may mitigate some challenges]
4Q19 vs 4Q18:
For the quarter ended 30 April 2019, the Group reported a revenue and pre-tax profit of RM538.3 million and RM77.6 million respectively as compared to the preceding year corresponding quarter which reported a revenue and pre-tax profit of RM570.6 million and RM73.7 million respectively. Despite recording lower revenue and a drop in share of profit contribution from its associate company, Mazda Malaysia Sdn Bhd ("MMSB"), Group pre-tax profit has improved by RM3.9 million or 5.3%. This was largely due to lower operating overheads.
YTD19 vs YTD18:
For the financial year ended 30 April 2019, the Group registered a significantly higher annual revenue and pre-tax profit of RM2.49 billion and RM342.3 million respectively as compared to the preceding year which reported a revenue and pre-tax profit of RM1.99 billion and RM197.1 million respectively.
The increase in Group revenue of RM499.3 million or 25.1% was 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% from June to August 2018 and the Group's offering to absorb the Sales and Service Tax ("SST") for bookings received before 1 September 2018 has boosted demand, in particular the SUV models.
The Group's pre-tax profit also improved by RM145.2 million or 73.7% 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 towards high value models and favourable foreign exchange movement, while the higher share of profit contribution from MMSB was mainly due to an increase in production volume for the CX-5 model.
4Q19 vs 3Q19:
For the quarter ended 30 April 2019, the Group reported lower revenue of RM538.3 million and pre-tax profit of RM77.6 million as compared to the Group revenue of RM778.1 million and pre-tax profit of RM102.8 million for the preceding quarter.
Prospects:
BNM announcement in early May 2019 on cutting its Overnight Policy Rate (OPR) by 25 basis point to 3%, may mean lower hire purchase interest rate and hence is expected to boost consumer spending which will give positive impact on the Total Industry Volume ("TIV") growth.
The expected launch of the all new Mazda3, CX-8, CX-30 and the new facelift of the ever popular CX-5 model which includes the 2.5cc Turbo variant in Malaysia in the second half of the calendar year 2019 may mitigate some challenges. Bermaz Auto Philippines Inc. seeks to preserve its sales volume through the growth in the number of dealerships and the launching of the new models during the next financial year. In view of the foregoing, the Directors anticipate the performance of the Group for the financial year ending 30 April 2020 to remain satisfactory.
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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 RM1.43 (dividend RM0.015) in 10 months 1 day, total return is 102.1%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.38 in 5 months 28 days, total return is 72.5%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.27 (dividend RM0.04) in 11 months 12 days, total return is 64.8%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.49 (dividend RM0.0825) in 7 months 30 days, total return is 36.1%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.765 in 4 months 24 days, total return is 33%
f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 5 months 21 days, total return is 30.4%
g) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.77 (dividends RM0.03) in 8 months 14 day, total return is 25.9%
h) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 5 months 14 day, total return is 17.6%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 6 months 26 days, total return is 13%
j) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.75 in 2 months 20 days, total return is 12.9%
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/2292806867652721 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/210723.jsp
